Morgan Stanley’s CIO said bond yields had surpassed levels that support high stock valuations. Investors should focus on a select few sectors in the market, Mike Wilson says. The bank said it favored key sectors with strong earnings, like financials and media. The bond market is sending investors a clear signal about where to invest…
The Trump administration will keep Biden-era antitrust guidelines in place. The development could upend Wall Street’s prediction of an M&A boom under Trump. A “supercycle” of mergers was anticipated to drive stocks higher. A key argument in the bull thesis for the stock market under President Donald Trump has been weakened this week. On Tuesday,…
DeepSeek’s AI model integration into Weixin boosted Tencent’s stock on Monday. Gaming giant Tencent’s gains came after outsized gains in Alibaba and Baidu shares last week. Chinese tech stocks have rallied hard recently on the back of the hype in DeepSeek’s cost-effective AI model. Chinese artificial intelligence startup DeepSeek keeps setting the country’s tech stocks…
BANGKOK — Shares in Thailand’s most valuable electronics company opened down nearly 30% on Monday morning, the latest sign of spreading pessimism in the artificial intelligence boom. Delta Electronics Thailand reported lackluster full-year results after the market closed on Friday. Net profit growth in 2024 slowed to 2.8% compared to a 20% increase the previous…
The S&P 500 may be trading near records, but investors aren’t feeling totally at ease. A sense of complacency in markets may be magnifying risks, a strategist said. A crisis in China’s economy and Big Tech valuations “running on fumes” are also threats to the market. Even with the S&P 500 trading near record highs,…
Traders sees the 10-year Treasury rate hitting 5% within five weeks, Bloomberg reported. Yields this high have historically triggered a stock sell-off. The rate has reached higher amid US debt fears and growing inflation concern under Trump. An options bet that puts the 10-year Treasury yield at 5% in the coming weeks is getting attention,…
Every few months, BI takes a look at what top investors are placing big bets on. We’ve compiled 9 stocks that these “whales” have at least 20% of their portfolios in. Data is from GuruFocus.com. Every few months, we take a look at what top investors — known in market-speak as “whales” — are placing big…
The Magnificent Seven stocks’ dominance may soon fade, warns Glenmede Investment Management. Current market concentration levels mirror those of 1929 and 1999, signaling potential risks. The S&P 500 equal-weight index outperformed post-1999, and it could be primed to do so again. How much longer can the Magnificent Seven stocks continue to dominate the equity market?…
NEW YORK — U.S. stocks slumped Friday as worries flared again on Wall Street about tariffs and inflation. The Standard & Poor’s 500 fell 0.9% and erased what had been a modest gain for the week. It’s one of the worse drops for the index so far this year, but it remains near its record set two…
2024年，內地旅遊總人次達56.2億，較2023年增加7.24億或14.8%；其中城鎮居民旅遊人次約43.7億，按年上升16.3%；農村居民旅遊人次12.5億，多9.9%；首季、次季、第三季、第四季旅遊人次報14.2億、13.1億、15.1億、13.8億，分別上漲16.7%、11.8%、17.2%、13.2%，旅遊市場在2023年的高基數基礎上仍然保持穩健增長。 全年出行總人次儘管只恢復至2019年的93.5%，但春節、五一、國慶等節日假期的出遊人次及花費則超越了2019年同期水平，行業全年實現收入5.75萬億元（人民幣．下同），按年增加約8400億元或17.1%，略高於2019年【圖1】。 [IMG-3992046|3992046_5aedd7144c8de2ba3de9cca63d9ea427.png|FULL-IMG] 旅遊需求強勁帶來擴張機遇 今年春節，旅遊業繼續呈現火熱態勢，居民出行意願高漲，加上首日長假提前到除夕日，大大提升了除夕當天的文旅消費熱度，全國各地主要景點客流量較前一天上升了四成多，尤其是主題樂園、人文古蹟等景點增幅最大。 據同程旅行（00780）平台數據顯示， Source link