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China leaves benchmark lending rates unchanged as expected, despite Fed rate cut
CNBC· 2025-09-22 09:10
BEIJING, CHINA - OCTOBER 12: The People's Bank of China (PBOC) building is pictured on October 12, 2020 in Beijing, China.China kept its benchmark lending rates unchanged for the fourth month in a row on Monday despite the U.S. Federal Reserve's interest rate cut last week.The People's Bank of China kept the one-year loan prime rate (LPR) unchanged at 3.0% while the five-year LPR at 3.5%, respectively, according to a statement Monday. The one-year LPR influences most new and outstanding loans, while the fiv ...
Asia-Pacific markets set to open mixed ahead of China's loan prime rate decision
CNBC· 2025-09-22 07:46
TOKYO, JAPAN - JULY 27: Pedestrians and shoppers walk through the Akihabara area on July 27, 2023 in Tokyo, Japan. Japan's core consumer price index climbed by 3.3% in June, outpacing the US figure for the first time in eight years as the Bank of Japan holds its monetary policy meeting on July 27 and 28. (Photo by Tomohiro Ohsumi/Getty Images)Asia-Pacific markets traded higher Monday, tracking Wall Street's gains on Friday stateside, as investors awaited China's key lending rate decision that's due out toda ...
Trump administration reportedly plans to link autism to Tylenol use during pregnancy
CNBC· 2025-09-22 05:17
Tylenol is displayed for sale at a pharmacy in New York City, New York, U.S., September 5, 2025.The Trump administration plans to announce Monday that pregnant women's use of Tylenol is potentially linked to autism, according to The Washington Post.Federal health officials are expected to warn women against using Tylenol early on in pregnancy unless they have a fever, the Post reported on Sunday, citing four people familiar with the matter. Officials will also highlight a form of folate, known as leucovorin ...
Buffett's Berkshire totally exits its profitable stake in Chinese EV maker bought because of Munger
CNBC· 2025-09-21 20:03
伯克希尔清仓比亚迪投资 - 伯克希尔哈撒韦已完全退出其在比亚迪的股权投资 该投资初始成本为2.3亿美元[1] - 伯克希尔自2022年8月开始减持 最初持股2.25亿股[1] - 截至2023年6月 伯克希尔已售出76%持股 持股比例降至5%以下[2] - 伯克希尔能源公司第一季度财务文件显示该项投资价值已归零[3] 投资回报与减持背景 - 该持股在2022年第二季度价值跃升41%至90亿美元[2] - 持股期间比亚迪股价上涨约3890%[4] - 巴菲特未详细解释减持原因 但表示可能将资金配置于更佳机会[5] - 同期伯克希尔还减持了台积电约40亿美元持股 主要因重新评估地缘政治风险[5] 企业治理观点 - 巴菲特强烈建议企业停止提供季度每股收益指引[11] - 与摩根大通戴蒙共同指出季度指引导致企业过度关注短期利润 损害长期战略[11] - 强调应继续提供季度和年度实际业绩报告 但避免预测未来收益[14] - 特朗普提议将财报披露频率改为每六个月一次 以节省成本并聚焦长期管理[7]
Apple takes control of all core chips in iPhone Air with new architecture to prioritize AI
CNBC· 2025-09-21 20:00
In this articleAAPLGOOGLiPhone Air is the big newcomer among Apple's latest lineup that went on sale Friday, but inside the slim phone's raised plateau is another new piece of hardware that signals a renewed focus on artificial intelligence. Apple's custom A19 Pro chip introduces a major architecture change, with neural accelerators added to each GPU core to increase compute power. Apple also debuted its first ever wireless chip for iPhone, the N1, and a second generation of its iPhone modem, the C1X. It's ...
Top Wall Street analysts recommend these dividend stocks for income investors
CNBC· 2025-09-21 19:56
美联储降息背景下的股息股投资机会 - 美联储批准降息并暗示未来更多降息 推动经济进入低利率环境 促使投资者转向收益型投资 偏好提供吸引人股息收益率的股息股票[1] CVS Health (CVS) - 公司宣布季度股息为每股0.665美元 年化股息为每股2.66美元 股息收益率为3.6%[3] - 摩根士丹利分析师重申买入评级 目标价82美元 看好公司集成化模式价值和扭亏为盈潜力 TipRanks AI分析师给予"跑赢大盘"评级 目标价81美元[4] - CEO专注于公司稳定化和多年期扭亏为盈 集成化模式通过提供整体解决方案解决医疗可负担性、可及性和护理服务不一致问题[5] - 集成化方法改善Medicare星级评级定位 推动新药房定价模式主导地位 促进生物类似药采用[5] - 2026年Aetna健康保险业务进入第二年扭亏为盈 PBM销售季节成功 零售业务因技术投资、门店优化和市场份额增长表现强劲[5] - 资本配置优先目标是恢复到3倍低段杠杆率 在达到目标派息率(2023年约30%)前维持股息 达到长期目标杠杆率后重启股票回购[6] Williams Companies (WMB) - 季度现金股息为每股0.50美元 同比增长5.3% 年化股息为每股2美元 股息收益率为3.4%[8] - 分析师认为公司以天然气为中心的战略具有吸引力的增长前景 天然气需求增长受LNG出口增加、电力使用和数据中心推动[9] - 公司聚焦捕获增量数据中心机会 目标总容量6吉瓦 Socrates项目仅占400兆瓦 LNG出口继续是天然气需求量的最大驱动力 Transco走廊在建出口容量约105亿立方英尺/日[10] - 在保持强劲资产负债表的同时专注于股息支付 杠杆率维持在3.5-4.0倍区间 高质量资产基础支持稳定增长的股息[11] - 股息年增长率5%-6% EBITDA复合年增长率约9% 管理层希望股息与现金流增长同步 但现金税支付时间和强劲增长机会导致差距[12] - 分析师重申买入评级和目标价64美元 TipRanks AI分析师给予"中性"评级和目标价63美元[13] Chord Energy (CHRD) - 第二季度支付基础股息每股1.30美元 过去12个月总可变和基础股息为每股5.34美元 股息收益率为5.1%[14] - 公司宣布以5.5亿美元收购埃克森美孚XTO Energy在Williston盆地的资产 进一步整合核心资产[15] - 收购增加增量库存 提升运营效率 利用公司在盆地的执行能力 预计增加每股现金流和自由现金流[16] - 交易后净债务/EBITDA比率略有上升但仍保持"舒适"低位且低于同行 反映公司卓越资本回报能力 重申将超过75%调整后自由现金流通过股息和回购返还股东[16] - 分析师重申买入评级和140美元目标价 基于强劲稳定的自由现金流收益率提供卓越资本回报能力同时保持低财务杠杆 TipRanks AI分析师给予"跑赢大盘"评级和目标价118美元[17]
What we know about the cyberattack that hit major European airports
CNBC· 2025-09-21 17:13
In this articleRTXTravellers wait in Terminal 4 at Heathrow Airport on Sept. 20, 2025 after major European airports including Brussels, Berlin and London's Heathrow were hit by "cyber-related disruption."Justin Tallis | Afp | Getty ImagesDisruption at some European airports continued for a second day on Sunday after a cyberattack targeted check-in technology company Collins Aerospace.The U.K.'s largest airport, Heathrow, was among those affected, along with Berlin and Brussels airports.Brussels Airport said ...
Jimmy Kimmel's fate at ABC still up in air as talks with Disney reportedly continue
CNBC· 2025-09-21 00:39
节目停播与续约谈判 - 吉米·金梅尔与迪士尼及ABC高管就《吉米·金梅尔直播秀》复播条件持续谈判 但未达成协议保证 [1] - ABC在停播时段以重播《名人家庭问答》替代原节目 [1] 停播原因与言论争议 - 节目因金梅尔言论被"无限期"停播 其声称杀害保守派活动家的嫌疑人与特朗普"MAGA运动"存在关联 [2] - 主持人指责"MAGA团体"试图淡化凶手身份关联性并借事件谋取政治利益 [2] 监管压力与许可证风险 - 联邦通信委员会主席布伦丹·卡尔施压 称金梅尔言论误导公众并建议吊销ABC广播许可证 [3] - 特朗普政府曾暗示将撤销"反对其立场"的广播电视网络许可证 [4] - 卡尔表示联邦通信委员会将继续推进媒体格局调整 [3]
Week in review: Stock market records, Fed rate cut, trades, and new iPhones
CNBC· 2025-09-20 22:38
The stock market reached records again this week, propelled by the Federal Reserve's decision to cut interest rates for the first time since last December. The S & P 500 and Nasdaq hit a number of all-time closing highs this week, one as recently as Friday, after the Fed announced a quarter-point reduction to the overnight lending rate Wednesday afternoon. Central bankers signaled there could be two more cuts in 2025. This Fed's decision puts the benchmark funds rate in a range between 4% to 4.25%. While st ...
Trump wields ‘golden share' to halt U.S. Steel plant shutdown, WSJ reports
CNBC· 2025-09-20 22:14
U.S. President Donald Trump speaks in the Oval Office at the White House in Washington, D.C., U.S., Sept. 19, 2025.The Trump administration stepped in to stop U.S. Steel from idling operations at its Granite City, Ill., plant, exercising new powers tied to the company's recent takeover, the Wall Street Journal reported.The steelmaker had informed nearly 800 workers that the plant would close in November, noting however that they would still be paid. But after Commerce Secretary Howard Lutnick warned CEO Dav ...