2024.11.21 中信期货： 棕油是回调or反转？【偏多头】 因近期南美天气条件良好、巴西大豆种植顺利，市场对南美豆丰产预期增强，叠加美国生柴燃料需求存 在的不确定性，周三美豆和美豆油价格下跌，受此影响今日国内三大油脂震荡走弱，又豆棕套利盘离 场，导致今日棕油跌幅较大。从基本面看，美豆收获完成、产量仍同比增加，目前美豆出口处于旺季， 市场对美国新一届政府的生柴政策较为担忧，预期会减少生柴对豆油的消耗量。 巴西大豆种植快速推进，CONAB数据显示截至11月17日，巴西大豆播种率为73.8%，上周为66.1%，去 年同期为65.4%；布交所数据显示，截至11月13日，阿根廷大豆种植进度为20.1%；又未来2周巴西和阿 根廷大豆产区降水基本正常，市场对南美豆丰产预期增强。而国内取消UCO退税，市场亦担心国内油 脂需求将受影响。 棕油方面，9月以来豆棕、菜棕价差持续走弱，棕油性价比较低，市场担忧棕油需求将会减少，而11月 以来马棕出口预期环降，这对近期棕油市场情绪带来利空影响。但11月-2月为棕油减产季，而ITS、 AmSpec和SGS数据分别显示，11月1-20日马棕出口环比-5.32%、-1.38%和-8.2 ...

《科创板日报》11月21日讯（记者 郑炳巽） 原创新药企业微芯生物（688321.SH）又要融资了！ 20日晚间，微芯生物发布2024年度定增预案，计划募资9.6亿元，这是继其2019年IPO募资及2021年发行 可转债再融资之后，再一次进行募资。 根据定增预案，微芯生物计划将募资的7.1亿元用于"创新药研发项目"，剩余2.5亿元用于补充流动资 金，补流占比达到26.04%。 在此之前，微芯生物IPO计划募集的8.04亿元中，有1.6亿元用于补流，占比将近20%。而在发行可转债 时，计划募集的5亿元中，也有1.2亿元用于补流，补流占比达24%。 微芯生物的确需要为现金流多作准备。在微芯生物登陆科创板的2019年，其账上现金及现金等价物余额 有3.36亿元，在可转债发行方案注册生效的2022年，期末账上现金达到4.15亿元新高。但是，到2023年 年底，微芯生物现金及现金等价物余额便快速消耗至2.67亿元，截至2024年9月底，进一步消耗至1.93亿 元。 造成这一局面的核心原因，在于微芯生物是一家biotech企业，并且还是一家以研发原创新药为主要方向 的biotech企业。这决定了微芯生物需要在研发方面持续 ...

Demand is soaring for C3.ai's artificial intelligence software applications. C3.ai (AI -1.82%) was the world's first enterprise artificial intelligence (AI) company when it was founded in 2009. It has developed over 40 ready-made, customizable software applications designed to help businesses accelerate their adoption of AI. Thanks to a change in C3.ai's business model two years ago, combined with soaring demand for its AI applications, the company is currently experiencing a rapid acceleration in its reven ...

Here are two stocks with buy rank and strong value characteristics for investors to consider today, November 21: Alpine Income Property Trust, Inc. (PINE) : This real estate investment trust carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 3.1% over the last 60 days. Alpine Income Property has a price-to-earnings ratio (P/E) of 10.45 compared with 14.10 for the industry. The company possesses a Value Scoreof B. Resideo Technologies, Inc. (REZI) ...

Here is one stock with buy rank and strong income characteristics for investors to consider today, November 21: Alpine Income Property Trust, Inc. (PINE) : This real estate investment trust has witnessed the Zacks Consensus Estimate for its current year earnings increasing 3.1% the last 60 days. This Zacks Rank #1 company has a dividend yield of 6.3%, compared with the industry average of 4.4%. See the full list of top ranked stocks here. Find more top income stocks with some of our great premium screens. ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: US antitrust attorneys want a judge to keep the option of forcing Google to also sell its Android mobile operating system, which powers most of the world's smartphones. The US government late Wednesday asked a judge to order the dismantling of Google by selling its widely used Chrome browser in a major antitrust crackdown on the ...

Most people, even the most diligent and active investors, are bored silly by regulatory filings. One of the rare exceptions is the 13F forms submitted by Warren Buffett's Berkshire Hathaway. These documents always make for compelling reading, as they itemize the holdings in Berkshire's considerable equity portfolio, and therefore serve as a way to track its additions and disposals. One piece of information included in Berkshire's latest 13F -- released in mid-November -- was its complete exit from highly sp ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: A sign to a Nvidia office building is shown in Santa Clara, Calif., on Aug. 7, 2024. Credit: AP Photo/Jeff Chiu, File Nvidia on Wednesday reported a surge in third-quarter profit and sales as demand for its specialized computer chips that power artificial intelligence systems remains robust. For the three months that ended Oct. 2 ...

The year went from bad to worse for Applied Materials (AMAT 0.70%) investors last week when shares of the company crashed 9% following the Nov. 14 release of its fiscal 2024 fourth-quarter results (for the three months ended Oct. 27). Though the semiconductor equipment supplier's revenue and earnings exceeded expectations, the outlook wasn't solid enough to satisfy Wall Street. Not surprisingly, investors pressed the panic button. Applied Materials stock has now lost 34% of its value since hitting a 52-week ...

The Nasdaq-100 tracks the 100 largest non-financial companies on the Nasdaq Stock Market. On Nov. 18, mobile advertising company AppLovin (APP 1.25%) joined the index, replacing discount store Dollar Tree.AppLovin has been one of the fastest-growing stocks on the market. Its share price surged 2,140% during the last two years, more than doubling Nvidia's return during that period. Yet among the 29 analysts that follow the company, 79% still rate the stock a buy.Moreover, James Callahan at Piper Sandler rece ...