1 Stock to Buy, 1 Stock to Sell This Week: Nvidia, Nike

• Fed meeting, FOMC dot-plot, Powell news conference will be in focus this week.

• Nvidia’s GTC conference presents a promising opportunity for the company to showcase its cutting-edge technology and growth prospects, making it a stock to consider buying.

• Nike’s anticipated earnings report, along with its ongoing challenges, might make it a stock to sell.

• Looking for actionable trade ideas to navigate the current market volatility? Subscribe here to unlock access to InvestingPro’s AI-selected stock winners.

U.S. stocks rallied on Friday, rebounding from steep losses seen over the week, as President Donald Trump’s escalating trade war fueled recession fears and battered risk sentiment.

Even with Friday’s bounce, the S&P 500 and the Nasdaq Composite notched their fourth straight weekly losses. The S&P 500 slumped 2.3%, while the tech-heavy Nasdaq tumbled 2.4%. The Dow fell 3.1% for its worst week in two years.

Source: Investing.com

The blockbuster week ahead is expected to be an eventful one filled with several market-moving events, including the Federal Reserve’s latest monetary policy meeting.

The U.S. central bank is widely expected to leave interest rates unchanged on Wednesday, but Fed Chair Jerome Powell could offer hints about when rate cuts might start when he speaks in the post-meeting press conference.

Along with its policy update, the Fed will release new dot-plot quarterly projections for interest rates, unemployment and inflation. Markets currently expect the Fed to wait until June to cut rates again, as per the Investing.com Fed Rate Monitor Tool.

Source: Investing.com

Meanwhile, on the economic calendar, most important will be Monday’s U.S. retail sales report, which will shed further light on the health of the economy.

Elsewhere, on the earnings docket, there are just a handful of corporate results due, including Nike (NYSE:NKE), FedEx (NYSE:FDX), Micron Technology (NASDAQ:MU), Lennar (NYSE:LEN), General Mills (NYSE:GIS), and Carnival (NYSE:CCL) as Wall Street’s reporting season draws to a close. In addition, a handful of China-based stocks are also on the agenda, including PDD Holdings (NASDAQ:PDD), Tencent (OTC:TCEHY), XPeng (NYSE:XPEV), and Nio (NYSE:NIO).

Regardless of which direction the market goes, below I highlight one stock likely to be in demand and another which could see fresh downside. Remember though, my timeframe is just for the week ahead, Monday, March 17 – Friday, March 21.

Nvidia (NASDAQ:NVDA) is set to host its highly anticipated GPU Technology Conference (GTC), at which it is likely to show off its latest advancements in generative AI, accelerated computing, large language models, robotics, and more.

Nvidia’s GTC conference has historically been a positive catalyst for the company’s stock performance, with shares outpacing the Philadelphia Semiconductor Index in the week around GTC over the past five years.

The four-day event, touted as “the world’s premier AI conference,” will kick off Monday from the San Jose Convention Center, in California and feature over 1,000 sessions, 2,000 speakers and nearly 400 exhibitors. The company expects 25,000 in-person attendees, with 300,000 attending virtually.

Most of the spotlight will fall on CEO Jensen Huang’s keynote speech on Tuesday at 1:00PM EST. According to the description, Huang will share how Nvidia’s accelerated computing platform is driving the next wave in AI, digital twins, cloud technologies, and sustainable computing.

Analysts anticipate that Nvidia will unveil its GB300 AI chip, which could start shipping in May. Furthermore, other key members of Nvidia’s leadership team are expected to reveal fresh details on the anticipated launch of the next-gen GPU, Rubin, in 2026.

This year, the conference also includes a dedicated ‘Quantum Day’ on Thursday, with the potential unveiling of new quantum computing developments on the agenda.

Source: Investing.com

NVDA stock ended Friday’s session at $121.67, earning the Santa Clara, California-based AI giant a market cap of $2.97 trillion. Shares are down 9.4% since the start of the year amid growing skepticism over whether the AI boom can justify sky-high valuations.

Despite the recent downturn, the consensus among analysts is overwhelmingly bullish, with most maintaining Buy or Overweight ratings. Analysts see 41.8% upside potential with a mean target of $172.50.

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On the flip side, Nike is preparing to release its earnings report for the February-ended fiscal third quarter at 4:15PM ET on Thursday. Despite the arrival of a new CEO, Elliot Hill, in October, aimed at spearheading a turnaround, things haven’t looked up for the sportswear giant.

Market participants expect a sizable swing in NKE shares following the print, with the options market pointing to a possible implied move of 9% in either direction. Analyst sentiment is overwhelmingly bearish with 23 downward revisions and no upward adjustments in the weeks preceding the report.

Source: InvestingPro

Nike is expected to post an annual decline of 39% in adjusted earnings per share to $0.30, with revenue projected to decrease by 11% from the year-ago period to $11 billion.

Looking ahead, it is my belief that Nike executives will disappoint investors in their full-year guidance and strike a cautious tone due to falling sales in North America as well as weak demand in China.

Nike is a proven brand undergoing a necessary but painful transition. The athletic apparel and footwear has been grappling with weak revenue for several quarters, bloated inventories, and increased competition from brands like On Holding (NYSE:ONON) and Deckers’ (NYSE:DECK) Hoka.

Hill is implementing a strategic reset, focusing on sports innovation rather than lifestyle products, but this transition will take time.

Source: Investing.com

NKE stock – which fell to a 2025 low of $70.81 on Feb. 7 – closed at $71.66 on Friday. At its current valuation, the Beaverton, Oregon-based company has a market cap of $106 billion. Shares are down by 5.3% year-to-date.

It should be noted that Nike currently has a “FAIR” overall financial health rating with a score of 2.5 out of 5.0 due to ongoing concerns about spotty sales growth and weakening gross profit margins.

Whether you’re a novice investor or a seasoned trader, leveraging InvestingPro can unlock a world of investment opportunities while minimizing risks amid the challenging market backdrop.

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Disclosure: At the time of writing, I am long on the S&P 500, and the Nasdaq 100 via the SPDR® S&P 500 ETF (SPY), and the Invesco QQQ Trust ETF (QQQ). I am also long on the Invesco Top QQQ ETF (QBIG), Invesco S&P 500 Equal Weight ETF (RSP), and VanEck Vectors Semiconductor ETF (SMH).

I regularly rebalance my portfolio of individual stocks and ETFs based on ongoing risk assessment of both the macroeconomic environment and companies’ financials.

The views discussed in this article are solely the opinion of the author and should not be taken as investment advice.

Follow Jesse Cohen on X/Twitter @JesseCohenInv for more stock market analysis and insight.

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中國1至2月工業增加值、零售、固投均勝預期 (10:03) – 20250317 – 即時財經新聞

1至2月房地產投資按年下降9.8%;12月份累計按年下降10.6%。 2月末調查失業率為5.4%,12月末為5.1%。 國統局指,1至2月份,隨著各項宏觀政策持續發力顯效,國民經濟延續向新向好態勢,發展品質穩步提高。但也要看到,外部環境更趨複雜嚴峻,國內有效需求不足,部分企業生產經營困難,經濟持續回升向好基礎仍不穩固。 報告內容: 1至2月份,在以習近平同志為核心的黨中央堅強領導下,各地區各部門深入貫徹落實黨中央、國務院決策部署,堅持穩中求進工作總基調,完整準確全面貫徹新發展理念,加快構建新發展格局,紮實推動高質量發展,一攬子存量政策和增量政策繼續發力顯效,工業服務業較快增長,消費投資繼續改善,就業形勢總體穩定,新質生產力增長壯大,經濟運行起步平穩,發展態勢向新向好。 一、工業生產較快增長,裝備製造業及高技術製造業加速 1至2月份,全國規模以上工業增加價值年增5.9%,較上年全年加速0.1個百分點。分三大門類來看,礦業增加價值年增4.3%,製造業增長6.9%,電力、熱力、瓦斯及水生產及供應業增長1.1%。裝備製造業增加價值年增10.6%,較上年全年加快2.9個百分點;高技術製造業增加價值增長9.1%,加速0.2個百分點。分經濟類型來看,國營控股企業增加價值年增3.7%;股份制企業增長6.6%,外商及港澳台投資企業增長3.2%;私人企業增長6.7%。分產品來看,新能源汽車、3D列印設備、工業機器人產品產量較去年同期分別增長47.7%、30.2%、27.0%。從環比看,2月規模以上工業增加價值比上月增長0.51%。 2月份,製造業採購經理指數為50.2%,較上月上升1.1個百分點;企業生產經營活動預期指數為54.5%。 二、服務業增勢較好,現代服務業較快增長 1至2月份,全國服務業生產指數年增5.6%,較上年全年加速0.4個百分點。分行業看,資訊傳輸、軟體和資訊科技服務業,租賃和商務服務業,批發和零售業,金融業生產指數年比分別增長9.3%、8.8%、5.6%、5.5%。 2月份,服務業商務活動指數為50.0%;服務業業務活動預期指數為56.9%。其中,航空運輸、郵政、電信廣播電視及衛星傳輸服務、貨幣金融服務、資本市場服務等產業商務活動指數均位於55.0%以上較高景氣區間。 三、市場銷售增長加快,以舊換新相關商品銷售較好 1至2月份,社會消費品零售總額8,3,731億元,較去年同期增長4.0%,較上年全年加速0.5個百分點。按經營單位所在地分,城鎮消費品零售額7,2,462億元,增長3.8%;鄉村消費品零售額1,1,269億元,增長4.6%。按消費類型分,商品零售額73,939億元,增長3.9%;餐飲收入9,792億元,增長4.3%。基本生活類及部分升級類商品銷售增勢較好,限額以上單位糧油食品類、體育娛樂用品類商品零售額分別增長11.5%、25.0%。消費品以舊換新政策繼續顯效,限額以上單位通訊器材類、文化辦公用品類、家具類、家用電器和音像器材類商品零售額分別增長26.2%、21.8%、11.7%、10.9%。全國網路零售額22,763億元,較去年增長7.3%。其中,實體商品網上零售額18,633億元,增長5.0%,佔社會消費品零售總額的比重為22.3%。從環比看,2月社會消費品零售總額比上月增加0.35%。 1至2月份,服務零售額較去年同期增長4.9%。 四、固定資產投資增長回升,製造業及高技術產業投資增長較快 1至2月份,全國固定資產投資(不含農民)5,2619億元,年增4.1%,較上年全年加速0.9個百分點;扣除房地產開發投資,全國固定資產投資增長8.4%。分領域來看,基礎建設投資年增5.6%,製造業投資增長9.0%,房地產開發投資下降9.8%。全國新建商品房銷售面積10746萬平方米,較去年同期下降5.1%,降幅比上年全年收窄7.8個百分點;新建商品房銷售額10259億元,下降2.6%,降幅收窄14.5個百分點。分產業看,第一產業投資年增12.2%,第二產業投資增長11.4%,第三產業投資增長0.7%。民間投資較去年同期持平;扣除房地產開發投資,民間投資增長6.0%。高技術產業投資年增9.7%,其中資訊服務業、電子商務服務業、電腦及辦公設備製造業、航太器及設備製造業投資分​​別增長66.4%、31.9%、31.6%、27.1%。從環比看,2月固定資產投資(不含農民)比上月增加0.49%。 五、貨物進出口基本平穩,貿易結構持續優化 1至2月份,貨物進出口總額65,364億元,較去年同期下降1.2%。其中,出口3,8812億元,增長3.4%;進口26,551億元,下降7.3%。民營企業進出口增長2.0%,佔進出口總額的比重為56.4%,較上年同期提高1.8個百分點。機電產品出口增長5.4%,占出口總額的比重為60.0%。 六、就業情勢整體穩定,城鎮調查失業率平穩 1至2月份,全國城鎮調查失業率平均值為5.3%。 2月份,全國城鎮調查失業率為5.4%,較上月上升0.2個百分點。本地戶籍勞動調查失業率為5.6%;外來戶籍勞動力調查失業率為5.0%,其中外來農業戶籍勞動力調查失業率為5.1%。 31個大城市城鎮調查失業率為5.2%。全國企業就業人員周平均工作時間為47.1小時。 七、居民消費價格年減,工業生產者價格降幅收窄 1至2月份,全國居民消費價格(CPI)較去年同期下降0.1%,其中1月上漲0.5%,2月份下降0.7%。分類別看,1至2月份,食品菸酒價格較去年同期下降0.7%,衣著價格上漲1.1%,居住價格上漲0.1%,生活用品及服務價格下降0.9%,交通通訊價格下降1.6%,教育文化娛樂價格上漲0.6%,醫療保健價格上漲0.4%,其他用品及服務價格上漲5.9%。在食品菸酒價格中,鮮菜價格下降5.5%,糧食價格下降1.4%,鮮果價格下降0.6%,豬肉價格上漲8.8%。扣除食品和能源價格後的核心CPI年增0.3%。從環比看,1月份,全國居民消費價格上漲0.7%,2月下降0.2%。 1至2月份,全國工業生產者出廠價格年減2.2%。分月來看,1月年減2.3%,季減0.2%;2月年減2.2%,降幅比上月收窄0.1個百分點,季減0.1%。 1至2月份,全國工業生產者購買價格較去年同期下降2.3%。 總的來看,1至2月份,隨著各項宏觀政策持續發力顯效,國民經濟延續向新向好態勢,發展品質穩步提高。但也要看到,外部環境更趨複雜嚴峻,國內有效需求不足,部分企業生產經營困難,經濟持續回升向好基礎仍不穩固。下階段,要堅持以習近平新時代中國特色社會主義思想為指導,全面貫徹落實中央經濟工作會議和全國兩會精神,堅持穩中求進工作總基調,完整準確全面貫徹新發展理念,加快構建新發展格局,紮實推動高質量發展,實施更加積極有為的宏觀政策,全方位擴大國內需求,進一步深化改革格局,紮實推動高質量發展,實施更加積極有為的宏觀政策,全方位擴大國內需求,進一步深化改革格局,紮實推動力增強經濟、激發經濟活力。 其他報道 滬深三大指數高開 人行淨回籠25億人幣 奇富科技第四季多賺6% 全年增46% 股息0.35美元 恒指高開266點 科指升0.6% 蒙牛升5% 京東升3% 港股ADR升396點 夜期高水257點 鐵塔、丘鈦、騰訊音樂等業績 艾美疫苗料全年虧損減少逾85% 南山鋁業國際IPO 入場費3181.77元 萬科海外發盈警 料全年轉蝕5000萬 北水增持國泰君安 減持協鑫科技   Source link

華潤建材:今年穩利潤、穩價格、穩份額 (14:33) – 20250317 – 即時財經新聞

華潤建材首席財務官黃鵠指,公司預計2025年,成本仍有3至5元下降空間。​黃鵠指,2024年,公司水泥單位成本從2023年的每噸239元降至208元,其中,煤炭成本降15元,非煤成本降16元(11元源於原材料成本下降,3元來自其他成本降低)。主要受惠於原材料、煤炭、電力、人工等7個環節,如加速石灰石靠山獲取、推進光伏並網等。 針對市場關注的水泥價格走勢,黃鵠表示,2024年水泥市場價格先抑後揚,上半年行業虧損嚴重,下半年震盪回升,但全年均價較上一年仍小幅下跌。華潤建材全年水泥產品均價為每噸244元,按年下降11%,第四季度價格回升至259元,按季增加22元,按年上升21元。進入2025年,1月水泥產品價格為256元,較去年同期提升13元;2月價格為242元,按年上漲3元,且在珠三角、粵西等地散裝和袋裝價格均有不同程度上漲。3月以來,廣西全品種價格上漲約30元,珠三角也出現價格上調,預計在封水期前價格仍有上行空間,價格端的回暖趨勢為公司業績增長帶來積極信號。​ 在市場策略方面,謝驥稱公司已從2022至2023年「撐傘人」角色轉向「穩利潤、穩價格、穩份額」的積極策略,並在內部考核中引入「噸毛利」指標,推動價格策略的因時制宜、因勢制宜和因地制宜。針對區域整合,他強調將「推動行業整合已經成為水泥行業破局的關鍵路徑,未來整合將以優化區域市場競爭水平為目的緩解區域競爭功能痛點、難點和關鍵點」。 投資者關係部負責人邢韜表示,公司基於對宏觀環境及技術快速叠代的考量,對於新材料業務仍在持續研究並保持戰略耐心,堅持量力而行。在煤炭采購方面,邢韜稱海外煤炭采購比例將依據國內外價格倒掛情况靈活調整,保障供應與成本控制的平衡,目前海外煤炭仍有10至15元的價差優勢。​在國際化布局上,公司將加大海外人造石業務推廣力度,拓展「一帶一路」市場及美國等發達市場。 其他報道 中國宏橋:全年鋁價或穩中有升 關稅對營運影響小 德林控股戰略投資YTME1.7億美元 YTME去年購鄭志剛C資本 丘鈦科技去年多賺2.41倍 息10仙 半日沽空金額減20% 南方恒生科技沽空減13% 中國建築興業去年純利增12% 末期息0.028元 恒指半日升316點 科指跌0.03% 新奧升6% 理想跌6% 中國鐵塔去年多賺一成 末期息0.30796人幣 全年派息增11.5% 富豪Marc Lasry:特朗普政策增不確定性 經濟衰退或難避免 中國據報將安排全球企業CEO下周在北京會見習近平 Forever 21聲請破產 瑞穗:內地經濟數據強勁 支撐市場情緒 港元拆息個別發展 1個月HIBOR轉升 隔夜息半年低 股市蒸發數萬億 美國財長認為股市回調屬正常 丹麥退休基金清倉Tesla 批馬斯克正摧毀品牌和價值 Source link

恒指半日升316點 科指跌0.03% 新奧升6% 理想跌6% (12:14) – 20250317 – 即時財經新聞

恒指今早高開266點,高位升392點,低位升121點,高低波幅271點。上升股份比例為36.17%,下跌為23.46%,無升跌為40.36%。 恒指半日升316點或1.32%,報24276點,大市成交金額1417億元;國指升85點或0.96%,報8963點。恒生科技指數收報5879點,跌0.03%。 藍籌股成交金額663.34億元,佔大市成交46.81%;科指成份股成交金額388.81億元,佔大市成交27.43%;國指成份股成交金額549.72億元,佔大市成交38.79%。 24隻雙櫃台股,總成交0.78億元人民幣,相當於約0.84億港元,佔大市成交的0.06%。 窩輪及牛熊證成交金額減少18.83%,至166.09億元,佔大市成交11.71%。牛熊證成交金額56.21億元,減少48%;窩輪成交金額109.87億元,增加13.84%。 藍籌67隻升,12隻下跌,4隻無升跌。新奧(2688)升6.73%,收報57.85元,是升幅最大的藍籌,理想(2015)跌6.01%,收報106.4元,是跌幅最大的藍籌。 恒生科技指數成份股17隻升,13隻下跌。升幅最大的是蔚來(9866)收報38.25元,升4.08%;跌幅最大的是理想(2015)收報106.4元,跌6.01%。 恒指續高於10天線(23800.22點)。科指曾跌穿10天線(5860.56點),下試20天線(5785.17點)。 北水南下合計淨流入36.37億元,較上日減少16.32%,連續第4日流入,累計流入396.62億元,對上一次連續4日淨流入是3月10日。北水本月累計流入1008億元,按月減少34.02%,連續第21個月流入。北水交易成交額(包括買入及賣出交易)602.46億元,較上日減55.41%,佔香港市場成交額由上日的23.24%減至21.24%。 三大指數表現 恒指曾升最多1.64%,是3月14日後最大升幅,當日升幅為2.77%。高見24352.47點,是3月7日24669.62點後最高。連升2日,累計升813.99點,對上一次連升2日是3月6日。連續第2日陽燭,對上一次連續第2日陽燭是3月5日。 科指曾升最多1.07%,是3月14日後最大升幅,當日升幅為3%。高見5943.6點,是3月12日6075.31點後最高。科指曾跌最多1%,是3月13日後最大跌幅,當日跌幅為3.43%。低見5822.02點,是3月14日5714.6點後最低。第1日陰燭。 國指曾升最多1.28%,是3月14日後最大升幅,當日升幅為3.43%。高見8991.91點,是3月7日9083.51點後最高。連升2日,累計升322.67點,對上一次連升2日是3月6日。連續第2日陽燭,對上一次連續第2日陽燭是3月5日。 個股表現 比亞迪(1211)將舉行發布會 創兩周高。收報389.4元,升0.93%。 內地2月樓價跌幅擴大  藍籌內房 中海外(0688)收報14.88元,升1.09%。 龍湖(0960)收報11.02元,升1.1%。 華潤置地(1109)收報27元,升2.08%。 非藍籌內房 合景泰富(1813)收報0.395元,升2.6%。 綠城中國(3900)創52周高,見13.6元,收報13.52元,升5.63%。 萬科(2202)收報6.21元,升1.47%。 融創(1918)收報1.92元,升2.13%。 龍光地產(3380)收報1.04元,升2.97%。 世茂集團(0813)收報1.08元,升1.89%。 雅居樂(3383)收報0.64元,升3.23%。 奧園(3883)收報0.21元,升1.45%。 旭輝(0884)收報0.285元,升5.56%。 富力(2777)收報1.29元,升2.38%。 遠洋集團(3377)收報0.25元,升2.46%。 碧桂園(2007)收報0.55元,升5.77%。 美國收緊限制 韓國對華晶片出口大降 晶片股 中芯國際(0981)收報48.85元,跌3.27%。 華虹半導體(1347)收報37.3元,跌0.27%。 ASMPT(0522)收報57.95元,升1.4%。 內地發布提振消費方案 內需股上升。 安踏(2020)收報99.9元,無升跌。 海底撈(6862)收報17.76元,升2.07%。 周大福(1929)收報9.66元,升3.76%。 百威亞太(1876)收報9.31元,升2.65%。 蒙牛(2319)收報20.1元,升1.52%。 農夫山泉(9633)收報38.6元,升1.45%。 頤海國際(1579)收報15.86元,升5.17%。 李寧(2331)收報19.08元,升4.03%。 名創優品(9896)收報42.8元,升6.07%。 奇富科技(3660)第四季多賺6% 全年增46% 股息0.35美元。收報172.9元,升7.66%。 多間公司最快今日公布業績,績前表現如下,中國鐵塔(0788)收報12.3元,升0.33%。

德林控股戰略投資YTME1.7億美元 YTME去年購鄭志剛C資本 (12:29) – 20250317 – 即時財經新聞

德林控股(1709)公布,已完成對瑞士創新資產管理機構Youngtimers AG(YTME)約1.7億美元的戰略股權投資,認購Youngtimers已發行股份總額的約3%,成為其戰略股東。集團聯合其家族辦公室代表客戶共同完成對Youngtimers合共約3億美元的投資,標誌著集團「AI+全球化」戰略邁出關鍵一步。去年Youngtimers收購了新世界(0017)前執行副主席及行政總裁鄭志剛有份創立的C資本(C Capital)。 德林控股指,2024年11月,Youngtimers收購C Capital,而C Capital成立於2017年,管理資產規模超8億美元,專注於亞太地區消費與科技領域的增長期投資。於收購完成後,Youngtimers現以C Capital的品牌運營,成為一家專注於亞太地區的全球性資產管理公司。 德林指,此次戰略投資旨在深化集團的全球化布局,具體為三大核心戰略,包括集團將通過Youngtimers的瑞士金融樞紐地位,快速建立歐洲高淨值客戶服務網絡;旨在整合Youngtimers在稀缺資產領域的結構化產品經驗,完善全球資管產品矩陣;及擬將集團自主研發的智能客服 (AI Agent)系統與歐洲金融場景結合,打造跨國AI財富管理標桿。 隨著德林成為Youngtimers的戰略股東,集團將將與Youngtimers合作主導,包括客戶資源共享,集團將向Youngtimers開放覆蓋大中華區、東南亞及中東地區的高淨值客戶網絡;進行智能系統輸出,集團將部署其自主研發的「突觸科技」AI平台,提升資產組合動態優化能力及虛擬智能客戶服務;以及集團將與Youngtimers共同開發跨區域投資機會,為亞太及歐洲客戶提供算法驅動的個性化財富解決方案及7×24小時人工智能客戶服務。 集團指,透過前述的策略與合作計劃,此項投資是集團構建「智能全球化投資平台」的重要落子。Youngtimers在另類資產配置領域的專業積澱,與集團的人工智能技術優勢形成強協同。雙方擬將共同開發跨區域投資機會,及為亞太及歐洲客戶提供算法驅動的個性化財富解決方案,並認為此次戰略投資符合公司及股東的整體利益,並將進一步提升集團的全球化競爭力和市場影響力。 其他報道 半日沽空金額減20% 南方恒生科技沽空減13% 中國建築興業去年純利增12% 末期息0.028元 恒指半日升316點 科指跌0.03% 新奧升6% 理想跌6% 中國鐵塔去年多賺一成 末期息0.30796人幣 全年派息增11.5% 富豪Marc Lasry:特朗普政策增不確定性 經濟衰退或難避免 中國據報將安排全球企業CEO下周在北京會見習近平 Forever 21聲請破產 瑞穗:內地經濟數據強勁 支撐市場情緒 港元拆息個別發展 1個月HIBOR轉升 隔夜息半年低 股市蒸發數萬億 美國財長認為股市回調屬正常 丹麥退休基金清倉Tesla 批馬斯克正摧毀品牌和價值 比亞迪將舉行發布會 創兩周高 內地2月樓價跌幅擴大  美國收緊限制 韓國對華晶片出口大降 Source link

港元拆息個別發展 1個月HIBOR轉升 隔夜息半年低 (11:18) – 20250317 – 即時財經新聞

港元現報7.7719元升值8點子,曾貶值最多3點子,報7.773元,亦曾升值最多11點子,報7.7716元。 港元拆息、港元存息(彭博纽约综合利率)可看附圖。彭博終端機於2024年6月1日起停止提供港元隔夜平均指數(HONIA)數據。 HIBOR 短線拆息方面,隔夜HIBOR跌1.83點子至2.62%,是2024年9月16日後最低;1星期HIBOR跌6.89點子至3.06321%,是2024年9月17日後最低;2星期HIBOR跌2.58點子至3.25554%,是2023年9月4日後最低。 中長線拆息方面,3個月期HIBOR升1.23點子至3.85613%,是3月13日後最高;6個月期HIBOR跌0.21點子至3.94935%,是2月17日後最低;12個月期HIBOR無升跌報4.05375%,是3月14日後最低。 貨幣基礎 貨幣基礎方面,上日總額增30.85億元,至總數19754.15億元,是3月7日後最高。當中的負債證明書(Certificates of Indebtedness)較上一日增29.5億元,至總數6089.55億元,是3月7日後最高。政府發行的流通紙幣及硬幣較上一日減0.04億元,至總數132.52億元,是2024年12月3日後最低。收市總結餘為447.2億元,與上日相同。未償還外匯基金票據及債券較上一日增1.39億元,至總數13084.88億元,創紀錄新高,其中,持牌銀行所持有數額較上一日減28.73億元,至總數11998.35億元,是1月13日後最低。 美匯美息 美元指數現報103.72升值0.002點。 美元1個月期 CME Term SOFR上日報4.3164%,將同一日的港元1個月期HIBOR減美元1個月期 CME Term SOFR的利差為-0.5678%,連續3日擴闊,利差是2025年2月14日後最闊,當日差距為-0.6407%。 對上一次連續3日擴闊,是2025年3月07日,當日利差報-0.5251%。 上海銀行同業拆息(Shibor) Shibor個別發展。短線拆息方面,隔夜Shibor跌0.6點子至1.805%,是3月13日後最低;1星期Shibor升7.7點子至1.819%,是2月28日後最高;2星期Shibor升9.3點子至1.95%,是2月28日後最高;1個月期Shibor升0.2點子至1.965%,是2024年4月22日後最高。 中長線拆息方面,6個月期Shibor跌0.4點子至1.995%,是3月6日後最低;6個月期Shibor跌0.4點子至1.995%,是3月6日後最低;1年期Shibor跌0.3點子至1.995%,是3月10日後最低。 其他報道 股市蒸發數萬億 美國財長認為股市回調屬正常 丹麥退休基金清倉Tesla 批馬斯克正摧毀品牌和價值 比亞迪將舉行發布會 創兩周高 內地2月樓價跌幅擴大  美國收緊限制 韓國對華晶片出口大降 內地發布提振消費方案 內需股上升 瑞銀CEO去年報酬逾1500萬瑞士法郎 中國1至2月工業增加值、零售、固投均勝預期 滬深三大指數高開 人行淨回籠25億人幣 奇富科技第四季多賺6% 全年增46% 股息0.35美元 恒指高開266點 科指升0.6% 蒙牛升5% 京東升3% 港股ADR升396點 夜期高水257點 鐵塔、丘鈦、騰訊音樂等業績 艾美疫苗料全年虧損減少逾85% 南山鋁業國際IPO 入場費3181.77元 萬科海外發盈警 料全年轉蝕5000萬 北水增持國泰君安 減持協鑫科技

內地發布提振消費方案 內需股上升 (10:33) – 20250317 – 即時財經新聞

彭博社報道,ING大中華區首席經濟學家Lynn Song表示,居民沒有錢就無法消費,雖然關於政府將如何增加支出的新細節不多,但該方案的細節顯示了今年中國解決消費問題的更大決心。 Jefferies表示,相比以往專注於供給端或「以舊換新」的政策,本次方案還強調收入增長,顯示政府希望保障低收入群體的福利。 摩根士丹利指,一些城市已經採取了一些措施,如延長以舊換新、生育支持等,市場可能會對新發布的行動方案作出積極解讀。 花旗表示,儘管對2025年一季度中國零售銷售預期較低,但預計投資者將在二季度輪動配置非必需消費板塊,尤其是運動服飾行業,因Nike主導的渠道去庫存預計將在2025年中結束。調整行業首選股,非必需消費品中首選安踏(2020)、海底撈(6862)、周大福(1929)等;必需消費品中首選百威亞太(1876)、蒙牛(2319)、農夫山泉(9633)、頤海國際(1579)。 內需股普遍上升,李寧(2331)現報19.04元,升3.82%;恒安(1044)現報23.75元,升3.49%;周大福(1929)現報9.62元,升3.33%;百威亞太(1876)現報9.38元,升3.42%;萬洲(0288)現報6.75元,升3.05%;海底撈(6862)現報17.9元,升2.87%;美團(3690)現報177.1元,升2.13%;中升(0881)現報14.3元,升2.29%;攜程(9961)現報490.2元,升1.91%;蒙牛(2319)現報20.2元,升2.02%;比亞迪股份(1211)現報393元,升1.87%;小米(1810)現報54.8元,升1.76%;聯想(0992)現報11.7元,升0.86%。名創優品(9896)現報42.4元,升5.08%。農夫山泉(9633)現報38.75元,升1.84%。頤海國際(1579)現報15.6元,升3.45%。 其他報道 瑞銀CEO去年報酬逾1500萬瑞士法郎 中國1至2月工業增加值、零售、固投均勝預期 滬深三大指數高開 人行淨回籠25億人幣 奇富科技第四季多賺6% 全年增46% 股息0.35美元 恒指高開266點 科指升0.6% 蒙牛升5% 京東升3% 港股ADR升396點 夜期高水257點 鐵塔、丘鈦、騰訊音樂等業績 艾美疫苗料全年虧損減少逾85% 南山鋁業國際IPO 入場費3181.77元 萬科海外發盈警 料全年轉蝕5000萬 北水增持國泰君安 減持協鑫科技 Source link

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