If you’re fretting over a bubble, don’t sell your stocks just yet. That’s the takeaway from the latest Citi research, which outlined the bank’s ideal investing playbook as the stock rally continues and valuations get frothy. The main strategy investors need to know: Stay in the market— at least until one of two indicators suggests…
財政部、商務部發布《關於開展消費新業態新模式新場景試點工作的通知》，就支援健全首發經濟服務體系、支援創新多元化服務消費場景、支持優質消費資源與知名IP跨界聯名，扶持50個左右城市展開試點工作，主要向人口基數大、帶動作用強、發展潛力好的超大特大城市傾斜。政策為期兩年，中央財政對試點城市給予資金補助。 中央按城市規模補貼兩年 實施期內，超大特大城市每個城市合計補助4億元（人民幣．下同），大城市每個城市合計補助3億元，其他城市每個城市合計補助2億元。補助資金分兩批下達。試點啟動第一年先下達部分資金，剩餘資金根據績效評價情況下達。試點城市可按照市場化原則，對符合條件的經營主體，按規定採取補助、獎勵等方式予以支持。 首發經濟服務體系方面，支持建造一批首發中心、首發經濟集聚區，在重點商圈商街、創意園區、文化場所等建立多層次新品發布平台載體，集聚一批傳播、傳媒、廣告、策劃等專業服務機構。支援具引領性的國內外品牌開設高能級首店、旗艦店、概念店，並推動首店向總店、總部提升發展。 支援時尚服飾、消費電子、美妝、潮玩、家居、汽車、智慧終端機、運動潮品，以及服務消費等領域具有創新性、引領性的產品和服務舉辦首發 Source link
The stock market has been on a months-long rally but the road ahead isn’t necessarily clear. On Monday, researchers at HSBC’s global investment team said they identified a handful of downside risks that could potentially “derail” the rally in stocks since President Donald Trump’s tariffs first rocked financial markets in early April. The bank said…
Wall Street ticked higher on Monday as technology stocks recovered some of their losses from late last week. The Standard & Poor’s 500 added 0.3%. The Dow Jones industrial average rose 68 points, or 0.1%, and the Nasdaq composite climbed 0.5%. All three are near their all-time highs set a week ago. Big Tech stocks…
Federal Reserve Chair Jerome Powell caught investors’ attention on Tuesday when he said that the US equity market is “fairly highly valued.” While it’s never nice to hear the Fed chair speak in less-than-bullish tones, Powell’s observation shouldn’t have come as a surprise to investors. After all, he’s right — at least for the most…
US economic resilience over the last 15 years has been a tailwind for investors — but after a forecast-defying stretch of growth, it’s also creating a big blind spot in the market. The economy’s recent ability to avoid a recession could mean investors are caught off guard when a downturn does eventually materialize, financial pros…
The record-setting rally in stocks is stumbling this week. US stocks dropped on Thursday as traders took in strong economic data, revised their expectations for Fed rate cuts, and took in wearing momentum in the AI trade. All three major US indexes slipped lower in the early morning, putting them on track for their third…
儘管分析普遍認為，流動性是本輪中資股升浪的主要動力，但有外資大行指出，中資股盈利表現正在改善，而且改善勢頭可望持續到明年，故此展望後市，雖然港股可能出現短暫整固，惟在企業盈利等因素支持下仍有力進一步向上，明年中之前恒指尚有約5%上升空間。 大摩料獲利動力維持至2026 恒指自年初以來已累漲三成，摩根士丹利表示，中資股今年升浪並非完全由流動性與市場情緒兩方面所推動，因為MSCI中國指數盈利亦回穩，而且盈利預測獲上調的股份，範圍也有所擴大。該行又發現，盈利增長已連續3年為MSCI中國指數回報帶來正面貢獻，這是2010年以來首次。 大摩預計，中資股盈利動力能夠維持至2026年，主因互聯網、科技、醫藥和汽車板塊均呈現盈利上調趨勢。隨着電商價格競爭於今年第三季見頂，該板塊盈利預測下調情況未來料有所緩和，整體中資股盈利遠遜預期的風險將會降低。 另一間外資行花旗亦持類似看法，花旗銀行投資策略及資產配置主管廖嘉豪觀察到，市場在8月份向下修訂了部分中資股盈利增長，主要基於內地互聯網行業爆發外賣平台戰。隨着外賣市場競爭回穩，加上很多其他中資股板塊盈利恢復增長，他相信港股盈利明年可望廣泛復甦。 花旗：大市整 Source link
Yale economist William Goetzmann has felt the fear that a stock-market crash can strike into an investor. He’s lived through at least four of them: 1987, 2000, 2008, and 2020. “I watched my entire life savings drop by 50% during the crash of 2008,” he told Business Insider earlier this month. Many Americans who had…
Nvidia will invest as much as $100 Billion in OpenAI to support new data centers and other AI infrastructure. Meanwhile in Abu Dhabi, Presight & Shorooq have launched a new $100 Million fund to invest in the next gen AI breakthroughs. Thomas Pramotedham, CEO of Presight told Bloomberg’s Horizons Middle East and Africa anchor Joumanna…