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…
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
Warren Buffett is slated to step down as Berkshire Hathaway’s CEO at year-end—100 days from Sept. 23—setting the stage for successor Greg Abel and Berkshire’s investment lieutenants to potentially keep trimming Apple and rebalance an equity portfolio that’s already been shifting, according to new analysis and prior Fortune reporting. The 100‑day clock Buffett told shareholders…
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…
Rob Arnott had just finished his burger when we ended up on perhaps the most interesting detail of an hourlong interview: He has seen 18 solar eclipses. That’s quite the résumé, considering they only happen once every year and a half. He’s traveled to see them in Antarctica and Australia. He’s seen one from a…
Lovers of the beautiful game, beware! Buying a ticket for this summer’s World Cup in the US on a secondary platform doesn’t guarantee you actually bought a ticket for this summer’s World Cup. Confused? BI’s Emily Stewart breaks down the “ghost ticket” phenomenon. In today’s newsletter, ABC suspends Jimmy Kimmel’s show “indefinitely” over his Charlie…
內地旅遊業今年上半年實現全面復甦，居民出遊人次達32.85億，較2024年同期增長20.6%；居民出遊花費逾3.1萬億元（人民幣．下同），多15.2%；元旦至端午五大節假日旅遊市場興旺，假日旅遊拉動消費效應明顯。 多元需求增利好服務商 伴隨過境免簽政策覆蓋至55個國家，加上「即買即退」離境退稅等措施不斷完善，入境遊實現超預期增長，上半年內地累計查驗出入境共3.33億人次，其中外國人約3805.3萬人次，按年上升30.2%，免簽入境外國人大概1364萬人次，升53.9%，佔入境外國人的71.2%。 旅遊消費升級趨勢明顯，旅客不再只是滿足於「走馬看花」，而是更注重旅遊體驗、文化內涵，以及個性化服務，民俗遊、跟着電影去旅遊、體育賽事遊等熱度攀升，多元消費格局逐步形成，旅遊與其他產業的融合加深，「旅遊+文化」、「旅遊+體育」、「旅遊+康養」等新業態不斷湧現，滿足消費者多樣化需求，顯示旅遊市場的活力和發展趨勢。 今年臨近的國慶日與中秋節連休，「雙節合一」基本形成8天長假，若果「拼假」更可湊成12天超長黃金周假期，刺激了民眾旅遊出行意欲，旅遊市場已進入預訂高峰期，據報，多個線上旅遊預訂量幾乎每天都 Source link
NEW YORK — U.S. stocks edged back from their record heights Tuesday as the countdown ticked toward what Wall Street expects will be the first cut of the year to interest rates by the Federal Reserve. The Standard & Poor’s 500 index fell 0.1% from its latest all-time high. The Dow Jones industrial average dropped 0.3%, while…