Transaction enables the Company to further focus on core, high-value downstream markets Proceeds will be used to support Dow's capital allocation priorities, including value-creating growth investmentsMIDLAND, Mich., Dec. 2, 2024 /PRNewswire/ -- Dow (NYSE: DOW) announced today the completion of its previously announced sale of the Company's flexible packaging laminating adhesives business, within Dow's Packaging & Specialty Plastics segment, for $150 million to Arkema, a specialty materials leader.The sale ...

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NEW YORK and LONDON, Dec. 2, 2024 /PRNewswire/ -- Dow Jones today announced it has acquired WorldECR, an industry-leading provider of news, data and analysis on global export control and trade sanctions. This is the latest in a series of investments and acquisitions aimed at bolstering Dow Jones's portfolio of specialized news, data, analysis and events for business users.Based in London, WorldECR serves compliance professionals from corporations, law firms, governments, professional services, research and ...

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文章核心观点 - 文章讨论了Dow Jones工业平均指数中的“狗股”策略，认为该策略可以应用于科技股，特别是半导体行业，预计2025年经济回暖将推动这些股票反弹 [1] GlobalFoundries - GlobalFoundries股价在2024年下跌了30%，但已经开始反弹，显示出历史低点的坚实支撑和2025年可能的反弹潜力 [2] - 公司预计2025年收入将恢复增长，Q3财报显示收入收缩但低于预期，预计Q4收入将环比增长至约18.25亿美元，同比下降仅1% [2] - 公司在关键终端市场如汽车、物联网、移动和数据中心有望获得市场份额，且不涉及中国或台湾，减少了政治风险 [3] - 公司获得CHIPs法案资助15亿美元，总资助超过20亿美元，用于扩建和升级现有半导体制造设施，并在现有地产上新建工厂 [3] Microchip Technology - Microchip Technology股价在2024年下跌了40%，但预计将很快恢复增长，业务反弹预计将强劲 [4] - 分析师共识预计2025年公司收入将增长17%，盈利增长65%，由于修正趋势，共识可能低估了反弹 [5] - 股价从高点下跌40%，但在关键上升趋势线上显示出支撑 [6] Intel - Intel股价在2024年下跌了50%，从高点下跌了65%，但公司仍然是年收入领先者，市值最大的半导体公司之一 [8] - 公司业务深入PC、数据中心和边缘计算，预计2025年收入将增长超过5%，盈利能力将恢复 [9] - 公司获得CHIPS法案资助78.6亿美元，用于扩大和提升国内生产 [9]

文章核心观点 - Nvidia近期取代Intel进入道琼斯工业平均指数，增加了该指数的科技和半导体成分 - Nvidia自去年初以来股价上涨了910%，但仍有一些投资者认为其仍有增长潜力，而投资道琼斯指数ETF可能是更好的选择 [1] 购买Nvidia的理由 - Nvidia从游戏和图形可视化公司转型为开发先进人工智能(AI)产品的公司，成为全球最有价值的公司之一 - 投资者相信Nvidia将继续在AI领域保持领先地位，其客户能够通过AI实现利润增长并购买更多Nvidia产品 [2] - 尽管有人担心AI大趋势正在放缓，Nvidia仍持续实现出色的销售和盈利增长 - 过去一年Nvidia股价上涨130.7%，盈利增长112.6%，估值仍相对合理 - 分析师预计Nvidia的盈利增长将放缓，但2026财年每股收益(EPS)仍将比2025财年增长48% [3] - Nvidia的基本面增长如果能支撑其当前估值，将有助于其长期跑赢道琼斯指数 - 假设Nvidia未来五年盈利平均每年增长25%，股价平均每年上涨20%，将可能跑赢道琼斯指数和标普500指数 - 这种情况下，Nvidia的市盈率(P/E)将从56.1降至45.8，十年后进一步降至37.3 [5] - 持续的盈利增长是股市中最强大的力量，Nvidia不需要每年翻倍盈利，但也不能让增长大幅放缓 [6] 投资道琼斯ETF的理由 - 投资道琼斯ETF比购买道琼斯指数所有29个成分股更简单 - 道琼斯ETF如SPDR道琼斯工业平均指数ETF信托(DIA)管理费率为0.16%，净资产达377亿美元 - 由于道琼斯指数是价格加权指数，Nvidia在其中的权重仅为2.1%，投资1000美元的DIA相当于将979美元投入其他29个成分股，21美元投入Nvidia [7] - 道琼斯指数为寻求更多价值和收入的投资者提供了更好的选择 - SPDR道琼斯工业平均指数ETF的市盈率为26.2，股息收益率为1.7%，优于Vanguard标普500 ETF和Invesco QQQ Trust [8] 投资策略 - 投资者应根据自身情况选择投资Nvidia或道琼斯ETF - 由于Nvidia在道琼斯指数中的权重较小，购买道琼斯ETF仍可获得顶级公司敞口，而不会过度配置Nvidia - 其他值得考虑的低成本ETF包括Vanguard价值ETF、Vanguard大盘价值ETF和Vanguard高股息收益ETF [10] Nvidia的独特性 - Nvidia是几十年来最独特的公司之一，股价快速上涨，但盈利增长推动了这一趋势 - 过去我们看到许多充满潜力的公司实现了超额收益，但这些公司的投资案例基于快速收入扩张和未来利润的预期 - 相比之下，Nvidia正在我们眼前实现真正惊人的盈利增长，并且规模巨大 [11] - 最近一个季度，Nvidia实现了创纪录的193亿美元净利润，超过了微软的247亿美元 - Nvidia是全球盈利能力最强的公司之一，并且增长速度超过所有大型科技同行 - 只要这种情况持续下去，Nvidia很可能会继续回报其投资者 [12]

EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...

EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...

EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...

MIDLAND, Mich., Nov. 27, 2024 /PRNewswire/ -- Jeff Tate, chief financial officer of Dow Inc. (NYSE: DOW), will participate in a fireside chat during Citi's 2024 Basic Materials Conference on Tuesday, December 3 at 10:15 a.m. ET.Dow invites investors to join the live webcast through its website. A replay and transcript will also be available following the event.About DowDow (NYSE: DOW) is one of the world's leading materials science companies, serving customers in high-growth markets such as packaging, infra ...