政策加码假日消费市场热潮涌动
证券日报· 2025-09-16 01:34
出行需求方面,9月15日,铁路12306开始发售假期运输车票。据国铁集团客运部负责人介绍,今年国庆 中秋双节合并放假8天,预计旅游、探亲、学生客流等出行需求交织叠加,铁路客流呈现总量大、首尾 时段高度集中和"首尾长途多、中间中短途多"的特点,部分区间和时段客流高度集中。 今年中秋节与国庆节假期相连,形成连续8天的"超长黄金周",为假日消费提供了良好契机。 9月15日,在国新办举行的新闻发布会上,国家统计局新闻发言人、总经济师、国民经济综合统计司司 长付凌晖表示,随着提振消费专项行动深入实施,消费品以旧换新政策继续优化,育儿补贴、免费学前 教育等民生政策逐步推行,将有助于增强居民的消费能力和消费意愿。中秋和国庆假日即将到来,将进 一步带动假日消费,消费有望继续扩容提质。 近期,各地积极响应"文旅消费季"政策,推出一系列惠民措施。例如,广东省自9月12日至11月20日开 展"金秋文旅消费季"惠民补贴活动,预计发放总额2000万元的文旅消费券,覆盖餐饮、住宿、景区等多 个场景;福州市于9月10日启动"有福之州 全民惠游"2025文旅消费季国庆文旅消费券发放活动,叠加数 字人民币满减优惠;北京市计划在9月份至10月份 ...
ROSEN, LEADING INVESTOR COUNSEL, Encourages Quantum Corporation Investors to Secure Counsel Before Important Deadline in Securities Class Action First Filed by the Firm - QMCO
Globenewswire· 2025-09-16 01:34
NEW YORK, Sept. 15, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Quantum Corporation (NASDAQ: QMCO) between November 15, 2024 and August 18, 2025, inclusive (the “Class Period”), of the important November 3, 2025 lead plaintiff deadline in the securities class action first filed by the Firm. SO WHAT: If you purchased Quantum Corporation securities during the Class Period you may be entitled to compensation without payment of any out of ...
Westgold Resources: A Buy As Cash Flow Improves, Yet Risks Remain (Downgrade)
Seeking Alpha· 2025-09-16 01:33
I focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s Disclosure:I/we have a beneficial long position in the shares of WGXRF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (ot ...
信托公司管理办法18年来首修 信托业市场格局将加速重塑
证券日报· 2025-09-16 01:33
信托行业监管新规发布 - 国家金融监督管理总局修订发布《信托公司管理办法》 时隔18年首次重大修订 自2026年1月1日起施行 [1][2] 制度修订背景 - 原办法制定于2007年 已施行超18年 难以适应信托行业新的监管形势和转型发展要求 [2] - 监管部门于今年4月11日向社会公开征求意见 时隔5个月后正式发布 [2] - 近年来信托行业基础制度建设驶入快车道 从2023年6月信托业务三分类规定到本次办法修订 时间跨度约1年半 [3] 核心监管导向 - 推动信托行业回归"受人之托、代人理财"本源定位 立足受托人定位 [1][2][3] - 要求信托公司专注于资产服务信托、资产管理信托和公益慈善信托三类主业 摒弃通道套利和类表外融资业务 [4] - 明确"卖者尽责 买者自负 卖者失责 按责赔偿"原则 清晰划分各方责任 [5] - 推动行业从同质化竞争转向差异化、特色化发展 [2] 风险防控措施 - 提高注册资本门槛 强化资本约束 [2][6] - 设立首席风险合规官 完善风控机制 [6] - 严格信息披露和穿透监管 [6] - 明确禁止资金池业务、通道业务、刚性兑付等行为 [6] - 限定固有财产投资范围 强化固有财产与信托财产隔离 [6] 公司治理要求 - 强化股东行为管理 增加对存在违法违规行为股东的监管措施 [6] - 建立强制性股东定期评估和违规报告渠道 [6] - 董事会应设立由独立董事担任负责人的"委托人和受益人权益保护专门委员会" [5] 行业影响展望 - 资本实力雄厚、风险管控能力突出的信托机构将形成竞争优势 [3] - 无法满足新规要求的中小信托机构可能面临退出市场风险 行业资源向头部机构集中 [7] - 传统依赖"通道+高杠杆"模式的信托公司面临较大调整压力 [7] - 专注合规与本源创新的公司将在新规红利下凸显竞争力 [7] - 行业风险水平预计下降 合规、专业的信托公司将更具竞争力 [6]
Ford Motor prepares to move into a new global headquarters (F:NYSE)
Seeking Alpha· 2025-09-16 01:32
Ford Motor (NYSE:F) is preparing to move its headquarters to a new location in Dearborn, Michigan, at the historic site of the company's 1953 Product Development Center. The new HQ, which is officially named the Henry Ford II World Center, is set ...
Notable Monday Option Activity: UBER, STX, LULU
Nasdaq· 2025-09-16 01:32
Looking at options trading activity among components of the S&P 500 index, there is noteworthy activity today in Uber Technologies Inc (Symbol: UBER), where a total volume of 108,241 contracts has been traded thus far today, a contract volume which is representative of approximately 10.8 million underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 70.8% of UBER's average daily trading volume over the past month, of 15.3 million shares. Particularly high ...
Notable Monday Option Activity: MOS, INTC, SMCI
Nasdaq· 2025-09-16 01:32
Among the underlying components of the S&P 500 index, we saw noteworthy options trading volume today in Mosaic Co (Symbol: MOS), where a total of 17,376 contracts have traded so far, representing approximately 1.7 million underlying shares. That amounts to about 41.7% of MOS's average daily trading volume over the past month of 4.2 million shares. Especially high volume was seen for the $35.50 strike call option expiring September 19, 2025 , with 8,006 contracts trading so far today, representing approximat ...
Cramer says Broadcom stock is only ‘getting cheaper' over time: explained here
Invezz· 2025-09-16 01:32
Broadcom Inc (NASDAQ: AVGO) has soared a whopping 140% since early April, yet Jim Cramer insists the artificial intelligence (AI) stock is only "getting cheaper†over time. The former hedge fund manag... ...
Noteworthy Monday Option Activity: DVA, STZ, DAL
Nasdaq· 2025-09-16 01:31
Looking at options trading activity among components of the S&P 500 index, there is noteworthy activity today in DaVita Inc (Symbol: DVA), where a total volume of 3,340 contracts has been traded thus far today, a contract volume which is representative of approximately 334,000 underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 47.9% of DVA's average daily trading volume over the past month, of 697,095 shares. Especially high volume was seen for the $13 ...
Dow Analyst Moves: MSFT
Nasdaq· 2025-09-16 01:31
The latest tally of analyst opinions from the major brokerage houses shows that among the 30 stocks making up the Dow Jones Industrial Average, Microsoft is the #2 analyst pick. Microsoft is also a top tier analyst pick among the broader S&P 500 index components, claiming the #11 spot out of 500.Looking at the stock price movement year to date, Microsoft is showing a gain of 13.5%. VIDEO: Dow Analyst Moves: MSFT The views and opinions expressed herein are the views and opinions of the author and do not nec ...