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ROSEN, NATIONALLY REGARDED INVESTOR COUNSEL, Encourages Dow Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – DOW
Globenewswire· 2025-09-17 03:36
NEW YORK, Sept. 16, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Dow Inc. (NYSE: DOW) between January 30, 2025 and July 23, 2025, both dates inclusive (the “Class Period”), of the important October 28, 2025 lead plaintiff deadline. SO WHAT: If you purchased Dow Inc. securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. WHAT TO DO ...
Dow Jones AI Giant Nvidia Stock, Aerospace Leader Howmet Eye New Buy Points
Investors· 2025-09-17 02:13
市场动态与指数表现 - 道琼斯工业平均指数及其他主要股指周二小幅走低[1] - 关键股指处于或接近历史高位[1] 值得关注的公司 - 人工智能领导者英伟达是当前市场最值得关注的公司之一[1] - 豪梅特航空航天是当前市场最值得关注的公司之一[1] - 昆塔服务是当前市场最值得关注的公司之一[1] 英伟达具体动态 - 英伟达周二正在测试其50日移动均线[1][2] - 英伟达已不再是涨幅最大的蓝筹股[1] - 英伟达股价因中国向美国芯片制造商施压而下跌[4] 其他公司动态 - 迪士尼推动某只股票上涨35%[4] - 特斯拉因马斯克的举动而股价跳涨[4] - 分析师预测4只标普500指数成分股的增速将超过英伟达和Palantir[4] 宏观与行业事件 - 道指、标普500指数和纳斯达克指数在美国与中国会谈及美联储会议前夕走高[4] - 中国在贸易谈判前夕调查美国芯片行业[4] - 特斯拉和英伟达是市场处于历史高位时值得关注的股票[4]
Levi & Korsinsky Reminds Dow Inc. Investors of the Pending Class Action Lawsuit with a Lead Plaintiff Deadline of October 28, 2025 - DOW
Prnewswire· 2025-09-16 20:45
Accessibility StatementSkip Navigation CASE DETAILS: The filed complaint alleges that defendants made false statements and/or concealed that: (i) Dow's ability to mitigate macroeconomic and tariff-related headwinds, as well as to maintain the financial flexibility needed to support its lucrative dividend, was overstated; (ii) the true scope and severity of the foregoing headwinds' negative impacts on Dow's business and financial condition was understated, particularly with respect to competitive and pricing ...
标普500估值焦虑转移!盈利增速跟不上股价涨幅 非科技板块浮现泡沫迹象
智通财经· 2025-09-16 18:52
市场估值与泡沫担忧 - 投资者担忧标普500指数屡创新高可能带来泡沫 最常被提及的是该指数过高的估值[1] - 标普500指数的预期市盈率超过27倍 这一水平仅在极度看涨的行情中才会出现[2] - 自2022年熊市低点以来 标普500指数已上涨83% 而盈利仅增长16%[7] 科技板块表现 - 今年以来标普500指数的上涨很大程度上由科技板块推动 仅五只超大型科技股就贡献了该指数年初至今12%的涨幅的一半[1] - 标普500信息技术指数上涨27% 与该板块26.9%的利润增速相比 涨幅显得较为克制[1] - 科技巨头的利润增长快于股价上涨 在很大程度上证明了它们的高估值是合理的[1] - 英伟达 微软 Meta和Alphabet等美股"七巨头"在2025年的市盈率下降了7.9% 其股价则上涨了18% 该组合的市盈率仍达43倍 但未来12个月20%的利润增长预期可能支撑这一价格水平[2] 非科技板块表现 - 不包括科技板块的标普500指数在过去一年上涨了13% 但利润仅增长6.4%[1] - 市场的其他部分开始显得有点高估 投机不在科技股 而是在非科技股[1][2] - 以化工制造商和矿业公司为主的材料板块今年上涨了9% 但利润却下降了13%[1] - 工业板块和可选消费板块的市盈率今年分别上涨了17%和15% 大幅跑赢二者的盈利增速[3] - 标普500指数除科技股之外的股票表现更显泡沫化 其利润增长相对于股价的表现逊色不少[3] 个股估值案例 - 陶氏化学(DOWUS)是整个标普500指数中估值最高的股票 其市盈率达到惊人的914倍[1] - 甲骨文(ORCLUS)和博通(AVGOUS)的市盈率分别高达67倍和86倍 确实令人担忧[2]
陶氏“Path2Zero”裂解项目推迟复工
中国化工报· 2025-09-16 10:50
项目延期决策 - 陶氏公司正考虑将其加拿大“净零排放一体化聚乙烯(PE)项目”(Path2Zero)的复工时间推迟1至2年 [1] - 公司计划在2025年底公布该项目复工的具体时间细节 [1] - 该项目最初计划一期工程于2027年底投产,二期工程于2029年投产 [1] 延期原因分析 - 公司首席执行官指出,把握大型项目投产时机与市场峰值的契合度是实现回报率最大化的关键,当前市场环境并非启动项目的合适时机 [1] - 自2023年底陶氏化学就该项目作出最终投资决策(FID)后,石化市场便已进入下行周期 [1] - 美国宣布对全球几乎所有国家加征进口关税后,市场低迷期进一步延长,众多经济学家随之调低了经济增长预期 [1] 项目基本面与优势 - 公司强调推迟启动并不改变“Path2Zero”项目的建设合理性,依然认为这是一个优质项目 [2] - 加拿大拥有丰富的低成本乙烷资源,使得该国乙烯生产企业相较全球多数地区的同行具备显著成本优势 [2] - 该项目位于艾伯塔省的厂区将利用现有基础设施,可进一步提升投资回报率 [2]
ROSEN, TRUSTED INVESTOR COUNSEL, Encourage Dow Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - DOW
Prnewswire· 2025-09-16 04:43
Accessibility StatementSkip Navigation NEW YORK, Sept. 15, 2025 /PRNewswire/ -- WHY:Â Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Dow Inc. (NYSE: DOW) between January 30, 2025 and July 23, 2025, both dates inclusive (the "Class Period"), of the important October 28, 2025 lead plaintiff deadline. SO WHAT:Â If you purchased Dow securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingen ...
The Gross Law Firm Reminds Shareholders of a Lead Plaintiff Deadline of October 28, 2025 in Dow Inc. Lawsuit – DOW
Globenewswire· 2025-09-16 04:00
集体诉讼事件概述 - Gross Law Firm向陶氏公司股东发布关于集体诉讼的通知[1] - 诉讼集体诉讼期定义为2025年1月30日至2025年7月23日[3] - 股东参与诉讼或申请首席原告的截止日期为2025年10月28日[4] 针对公司的指控内容 - 指控公司在集体诉讼期间发布了重大虚假和/或误导性陈述[3] - 公司对宏观经济和关税相关阻力以及维持股息财务灵活性的能力被夸大[3] - 公司低估了上述阻力对其业务和财务状况负面影响的真实程度[3] - 具体负面影响包括竞争和定价压力、全球销售和产品需求疲软以及产品供应过剩[3]
DOW REMINDER: Kessler Topaz Meltzer & Check, LLP Urges DOW Investors with Losses to Contact the Firm
Prnewswire· 2025-09-16 00:34
Accessibility StatementSkip Navigation DEFENDANTS' ALLEGED MISCONDUCT: The complaint alleges that, throughout the Class Period, Defendants made false and/or misleading statements and/or failed to disclose that: (1) Dow's ability to mitigate macroeconomic and tariff-related headwinds, as well as to maintain the financial flexibility needed to support its lucrative dividend, was overstated; (2) the true scope and severity of the foregoing headwinds' negative impacts on Dow's business and financial condition w ...
DOW INVESTOR NOTICE: Robbins Geller Rudman & Dowd LLP Announces that Dow Inc. Investors with Substantial Losses Have Opportunity to Lead Investor Class Action Lawsuit
Globenewswire· 2025-09-15 23:12
集体诉讼核心指控 - 指控公司在2025年1月30日至7月23日期间就应对宏观经济和关税相关逆风的能力以及维持派息所需的财务灵活性做出虚假和/或误导性陈述 [1][3] - 指控公司低估了上述逆风对业务和财务状况负面影响的真实程度和严重性 具体涉及竞争和定价压力、全球销售疲软、产品需求下降以及全球市场产品供应过剩 [3] 公司财务与运营表现 - 2025年第二季度非GAAP每股亏损0.42美元 远高于分析师预期的约0.17至0.18美元每股亏损 [5] - 2025年第二季度净销售额为101亿美元 同比下降7.3% 比市场共识预期低1.3亿美元 所有业务部门均出现下滑 [5] - 公司将股息从每股0.70美元削减一半至每股0.35美元 理由是需要在持续挑战的宏观经济环境中保持财务灵活性 [5] 市场反应与分析师观点 - 2025年6月23日 BMO Capital将公司评级从“与市场一致”下调至“逊于大盘” 目标股价从29美元下调至22美元 理由是主要终端市场持续疲软以及股息压力增大 [4] - 评级下调消息后 公司股价下跌超过3% [4] - 2025年7月24日公布第二季度业绩和削减股息后 公司股价下跌超过17% [5] 行业与市场环境 - 公司管理层将令人失望的业绩归因于行业面临的“盈利长期处于低位的环境”以及近期贸易和关税的不确定性 [5] - 公司展望悲观 指出存在“来自新市场参与者的供应过剩迹象 这些参与者正以反竞争的经济方式向各个地区出口” [5]
SHAREHOLDER ALERT Bernstein Liebhard LLP Announces A Securities Fraud Class Action Lawsuit Has Been Filed Against Dow Inc. (NYSE: DOW)
Globenewswire· 2025-09-15 19:00
NEW YORK, Sept. 15, 2025 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP announces that a shareholder has filed a securities class action lawsuit on behalf of investors (the “Class”) who purchased or acquired the securities of Dow Inc. (“Dow” or the “Company”) (NYSE: DOW) between January 30, 2025 and July 23, 2025, inclusive. Should You Join This Class Action Lawsuit? Do you, or did you, own shares of Dow Inc. (NYSE: DOW)?Did you purchase your shares between January 30, 2025 and July 23, 2025, inclusive?Did you ...