医药板块本周回调 医药ETF(512010)、创新药ETF易方达(516080)等产品受市场关注
财联社· 2024-11-16 19:09
医药板块本周回调 医药ETF(512010)、创新药ETF易方达(516080)等产品受市场关注 财联社11月 16日电,本周沪深300医药卫生指数下跌3.8%,中证创新药产业指数下跌3.8%,中证医疗指数下跌 4.2%,中证港股通医药卫生综合指数下跌5.3%。 ...
Banco Macro: Improved Economic Conditions Support Further Upside
Seeking Alpha· 2024-11-16 19:06
Banco Macro (NYSE: BMA ) is a quality bank in Argentina and offers an interesting risk-reward proposition as the bank is well placed to benefit from an improved macroeconomic background in the country.Labutes IR is a Fund Manager/Analyst specialized in the financial sector, with more than 18 years of experience in the financial markets. I have worked at several type of institutions in the industry, always at the buy side and related to portfolio management. Associated with the existing author The Outsider.A ...
芯片巨头突然宣布:大回购!
证券时报· 2024-11-16 19:05
全球芯片巨头宣布大动作。 当地时间11月15日,韩国股市收盘后,三星电子宣布,计划在一年内回购价值10万亿韩元(约合人民币519 亿元)的股票,以提高股东价值。三星电子股价当日大涨超7%,创下2020年3月以来的最大单日涨幅。 但在此之前,三星电子遭遇了猛烈抛售,股价一度跌至2020年6月中旬以来的最低水平,截至15日收盘,公 司股价年内累计跌幅超31%。分析人士指出,股价的连续重挫或许是三星电子宣布大举回购计划的主要原因 之一。 除了业绩不及预期以外,三星电子股价持续下跌的另一个原因是,市场担忧美国当选总统特朗普可能会废除 《芯片和科学法案》,取消补贴并征收关税,特朗普的"美国优先"政策可能会对半导体行业产生重大影响, 将会对三星电子的芯片业务造成冲击。 突然宣布:大回购 当地时间11月15日,韩国股市收盘后,三星电子在提交的监管文件中宣布,计划在一年内回购价值10万亿韩 元(约合人民币519亿元)的股票,以提高股东价值。 三星电子在一份声明中表示,根据董事会批准的回购计划,从下周一开始到明年2月17日的三个月内将回购总 计3万亿韩元的股票。 对于剩余的7万亿韩元,三星电子表示,将在后续的董事会上从提升股东 ...
GoHealth: Smart Moves Are Paying Off
Seeking Alpha· 2024-11-16 19:00
I was refilling my coffee cup before the start of the service at my place of worship this past weekend when I couldn't help but overhear a real conversation between a woman and a localMy professional background is in church work, but I left that vocation in 2012. In 2015, I earned an MBA from the Aix-Marseille University, located in in Aix-en-Provence in southern France. I currently live and work in the midwest with my spouse, children, and a cat who seems to like me more than she likes anyone else in our h ...
2 Top Biotech Stocks to Buy Now and Hold For 5 Years or More
The Motley Fool· 2024-11-16 19:00
Biotechs often need several years to realize their visions, even after they have a drug approved for the first time. There's typically plenty of upside in store for enterprising and patient investors.Here are two such opportunities that are ripe for buying today, provided that you're willing to hold on to your shares for at least five years.1. CRISPR TherapeuticsWith a bunch of gene therapy and gene editing programs in clinical trials, CRISPR Therapeutics (CRSP 0.85%) has an impressive resume already, but i ...
3 Must-Know Facts About Coinbase Before Buying the Stock
The Motley Fool· 2024-11-16 18:49
Coinbase (COIN 9.69%) has been an extremely volatile stock, to say the least. From the initial public offering in April 2021 through the end of 2022, it dropped a troubling 89%. But since then, it has catapulted 801% higher (as of Nov. 12). Despite the positive momentum recently, this top cryptocurrency stock has experienced gut-wrenching ups and downs.You might be considering buying shares as they approach their all-time high. Before you do, here are three must-know facts about Coinbase.1. Coinbase is seek ...
深南电路:目前不涉及玻璃基板的生产
证券时报网· 2024-11-16 18:48
深南电路相关情况 - 2024年第三季度PCB工厂稼动率环比基本持平维持高位水平封装基板工厂稼动率随下游部分领域需求波动略有回落 [1] - 玻璃基板与PCB、有机封装基板在材料特性、生产工艺方面存在差异在各自应用领域有不同特征 [1] - 公司对玻璃基板技术密切关注研究目前不涉及玻璃基板生产 [2]
B站终于盈利了,然后呢?
36氪未来消费· 2024-11-16 18:45
以下文章来源于36氪Pro ,作者王毓婵 乔芊 36氪Pro . 36氪旗下官方账号。深度、前瞻,为1%的人捕捉商业先机。 大家更关心B站接下来能不能延续盈利的势头。 作者 | 王毓婵 编辑 | 乔芊 今年三季度,B站以"调整后净利润2.4亿元"的成绩,终于实现了单季度盈利。对比去年同期经调整净亏损为人民币8.63亿元。 在这个季度,增值服务、广告、游戏和IP衍生品及其他业务分别贡献了收入的38%、29%、25%和8%。特别值得关注的是,游戏业务一改前几个季度的低 迷,收入同比增长84%;以及,广告收入同比增长 27.8%,保持了平稳增长。这两项业务在"盈利之战"中功不可没。 虽然B站CEO陈睿早早就定下了在今年实现盈亏平衡的目标,但如今来看,Q3的盈利却多少有点"历史的巧合",比如,游戏收入的高增长,有很大一部分 是靠代理发行《三国:谋定天下》这一款热门游戏带来的收入。如果剔除这一款游戏的影响,其他老游戏仍在下滑。 虽然三季度兑现了盈利承诺,但财报发布后,哔哩哔哩股价却下跌12%。对投资者来说,大家更关心B站接下来能不能延续盈利的势头。 《三国:谋定天下》武将立绘 广告:Q4还有利好,短期内问题不大 作为对 ...
砸钱换未来,阿里加码投电商和云
36氪未来消费· 2024-11-16 18:45
4600万88 VIP用户,在双11中贡献了超过一半的成交额。 作者 | 彭倩 编辑 | 乔芊 阿里迎来了久违的用户高增长。 其披露的 Q3财报和财报会信息显示:88 VIP 已达到 4600 万,单季同比实现双位数增长;订单量实现 双位数增长,带动 GMV 继续增长;双 11 超预期,实现"强劲增长"。 收入方面,阿里集团整体营收同比增长 5%。子业务中,国际商业仍实现了营收同比 29%的高增长, 增速第一;得益于夏季战役,本地生活获得营收同比 14%的增长,增速排在子集团第二;菜鸟增速放 缓,与阿里云、淘天均为个位数增长。 利润方面,除了淘天、国际商业仍在大手笔投入,带动集团整体经调整 EBITA 同比下降 5%,其他子 业务的亏损则都在继续收窄,阿里云更是实现了经营利润同比 89%的增长。 整体变化不大,但用户和 GMV 数据亮眼,让阿里美股盘前一度涨近 4%。不过财报会后,阿里股价 由涨转跌,主要在于市场对其利润连续两个季度下滑产生担忧。 稳住电商大盘,稳住88 VIP 财报会之前,阿里股价先是涨了近 4%,这很大程度上基于财报释放了不少关于用户和 GMV 增长的 积极信息。 由于 618 后回调"低 ...
Is Joby Aviation a Millionaire-Maker Stock?
The Motley Fool· 2024-11-16 18:45
Technology has made a once-inconceivable idea a commercial reality ... almost.There's rarely a shortage of compelling stocks to buy. A millionaire-making prospect though? That's a different story.These investments require a revolutionary product or service, enormous demand-driven market growth, savvy leadership that can navigate uncharted waters others don't dare enter, and a little bit of lucky timing. Electric vehicle maker Tesla and e-commerce giant Amazon are two examples. Both have proven very rewardin ...