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FLTW: Benefiting From Strong Export Momentum
Seeking Alpha· 2025-12-26 18:43
文章核心观点 - 该文档内容为分析师和平台的常规披露声明 不包含任何关于具体公司、行业或市场的分析、新闻、事件或财报解读 [1][2] 分析师与平台披露 - 分析师声明其本人未持有文中提及的任何公司的股票、期权或类似衍生品头寸 且在接下来72小时内也无计划建立任何此类头寸 [1] - 分析师声明文章内容代表其个人观点 且除来自Seeking Alpha的报酬外 未就本文获得其他补偿 [1] - 分析师声明与文中提及股票的任何公司均无业务关系 [1] - 平台声明过往表现并不保证未来结果 其提供的任何内容均不构成针对特定投资者的投资建议 [2] - 平台声明其并非持牌证券交易商、经纪商、美国投资顾问或投资银行 其分析师为第三方作者 包括可能未经任何机构或监管机构许可或认证的专业投资者和个人投资者 [2]
VO: Too Defensive For AI Upside, Not Defensive Enough For Macro Risk
Seeking Alpha· 2025-12-26 18:38
文章核心观点 - 先锋中型股指数基金ETF目前不具备令人信服的买入理由 因为其缺乏必要的、无可争议的积极宏观背景 [1] 分析师背景与研究方法 - 分析师拥有超过20年量化研究、金融建模和风险管理经验 专注于股票估值、市场趋势和投资组合优化以发掘高增长投资机会 [1] - 分析师曾担任巴克莱副总裁 领导模型验证、压力测试和监管财务团队 在基本面和技术分析方面均具备深厚专业知识 [1] - 分析师与其研究伙伴共同撰写投资研究 结合双方互补优势 提供高质量、数据驱动的见解 [1] - 分析方法将严格的风险管理与长期价值创造视角相结合 特别关注宏观经济趋势、企业盈利和财务报表分析 旨在为寻求跑赢市场的投资者提供可操作的思路 [1]
Why Is Crypto Up Today? – December 26, 2025
Yahoo Finance· 2025-12-26 18:31
The crypto market is up today, extending gains for a second consecutive session. Total cryptocurrency market capitalization has increased by around 1%, now standing at approximately $3.07 trillion, while 24-hour trading volume sits at $91.4 billion, according to market data. Most major assets are trading in positive territory, reflecting steady risk appetite despite relatively muted volumes. TLDR: The crypto market extended gains for a second day, with total market capitalisation rising about 1%; Rou ...
Gold Breaks A 40-Year Correlation - Does This Signal A Problem For S&P 500 Forward Returns?
Seeking Alpha· 2025-12-26 18:30
e-crow/iStock via Getty Images It’s difficult to look at this TrendSpider chart and not be be bullish gold, silver and platinum. Although this blog missed the move in gold (and never traded silver or platinum), having followed the precious metal since ...
Silver's Runaway Rally Sweeps Up Amateur Investors
WSJ· 2025-12-26 18:30
Silver prices have been rising in part because of constrained supply, with the world's pureplay silver deposits mostly exhausted. ...
Personal loan cooling-off period explained: Bank-wise cancellation charges
MINT· 2025-12-26 18:29
Personal loans can be a go-to credit instrument during financial emergencies, as they are easily and widely available and can be obtained quickly. However, at times, after receiving a personal loan, the financial emergency may no longer be there or may have been postponed. In such a scenario, the borrower is left with no choice but to cancel the loan. In this article, we will examine the personal loan cooling-off period and the cancellation charges for various banks.What is the cooling-off period?In a perso ...
QDVO: Tech-Heavy Covered Call ETF With Upside And Strong Income
Seeking Alpha· 2025-12-26 18:25
人工智能投资主题的演变 - 自2022年OpenAI的ChatGPT在全球用户中引发广泛关注以来,人工智能一直是投资者的一个主要主题 [1] - ChatGPT的出现标志着一个重要的拐点,并导致了(后续的)爆发性(发展)[1] 分析师持仓披露 - 分析师通过股票所有权、期权或其他衍生品,对QDVO、QQQI、JEPQ等股票持有有益的多头头寸 [1]
Larry Ellison, Not Elon Musk, Was The Tech Titan Who Defined 2025
MINT· 2025-12-26 18:23
When the year began, a billionaire with close ties to the White House was a lock for the most newsworthy tech titan of 2025. But 12 chaotic months later, Larry Ellison, not Elon Musk, can justifiably lay claim to the title.The 81-year-old Oracle Corp. co-founder and chairman has been omnipresent — playing a role in just about every major business story of the year, from the frenzied artificial intelligence boom to the megadeals that are roiling Hollywood. Oracle even plans to take a stake in TikTok as part ...
ServiceNow signs agreement to acquire Armis for $7.75bn
Yahoo Finance· 2025-12-26 18:22
ServiceNow has agreed to acquire Armis, a cyber exposure management and security company, in a transaction valued at $7.75bn in cash. In a statement, ServiceNow said the acquisition will broaden its security workflow solutions and expand its capabilities in providing proactive cybersecurity measures for organisations across various sectors, including companies, governments, and critical infrastructure. The deal will see Armis’ platform integrated with ServiceNow’s existing artificial intelligence (AI) p ...