Key Takeaways Chevron plans to build a $5B blue hydrogen and ammonia plant in Port Arthur, Texas. CVX is pursuing HyVelocity Hub funding and 45V clean hydrogen production tax credits to lower project costs. Project Labrador aims to begin in 2027 and meet the 2028 deadline for 45V hydrogen tax credits.Chevron Corporation (CVX) , a U.S.-based oil and gas giant, is reportedly planning to construct a huge blue hydrogen and ammonia plant in Port Arthur, TX. The company has made the necessary filings for tax ab ...

全球PC市场表现 - 2025年第二季度全球PC出货量同比增长6.5%至6840万台，实现连续第七个季度同比增长 [1][2] - 增长主要受商用客户更换老旧设备驱动，Windows 10将于2025年10月停止支持促使企业升级至Windows 11 [3] - 美国市场因进口关税政策出货量相对疲软，但其他地区需求强劲，配备设备端AI的PC成为新需求增长点 [4] 厂商表现与市场份额 - 联想以1700万台出货量保持24.8%市场份额，同比提升1.8个百分点 [5] - 惠普出货量1410万台同比增长2.9%，市场份额20.7%，戴尔出货量降至980万台，市场份额14.3% [5] - 苹果出货量同比激增21.6%至620万台，市场份额9.1%，华硕出货量增长16.7%至7.2%份额 [6] - 小厂商市场份额被挤压，行业集中度向头部厂商提升 [6] 行业前景与挑战 - 美国新关税政策导致PC价格可能上涨，部分厂商或通过促销清理库存 [7] - AI PC市场成为行业新增长动力，但通胀和宏观风险加剧行业不确定性 [7][8] - 短期行业面临关税和Windows升级周期结束的双重压力 [8][9]

金融界7月11日消息，上证指数高开震荡，中证全指医疗保健设备与服务指数 (医疗保健，H30178)上涨 0.39%，报13682.83点，成交额180.89亿元。 数据统计显示，中证全指医疗保健设备与服务指数近一个月下跌0.83%，近三个月上涨2.95%，年至今 下跌0.43%。 从中证全指医疗保健设备与服务指数持仓样本的行业来看，医药卫生占比100.00%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 跟踪医疗保健的公募基金包括：南方中证全指医疗保健设备与服务联接A、南方中证全指医疗保健设备 与服务联接C、南方中证全指医疗保健设备与服务联接I、天弘中证全指医疗保健设备与服务ETF、南方 中证全指医疗保健设备与服务ETF、建信中证全指医疗保健设备与服务ETF、大成中证全指医疗保健设 备与服务ETF、华泰 ...

Since the last analysis I published in late May , Vista Energy, S.A.B. de C.V. (NYSE: VIST ) has not only kept pace with but accelerated its transformation significantly. In a matter of weeks, the company strengthenedI am an individual investor with over five years of experience in personal investing, holding a PhD in Economics from UCEMA. My investment approach focuses on value companies with solid long-term potential. I share my knowledge with the community by offering analysis to support individual inves ...

巴西总统卢拉：巴西不会向任何人低头。 ...

纽约期银一度突破39美元/盎司，日内涨超4%。现货白银现涨3.6%，报38.3美元/盎司。 ...

With a decade at a Big 4 audit firm specializing in the banking, mining, and energy sectors, I bring a strong foundation in finance and strategy. Currently, I serve as the Head of Finance for a leading owner and operator of retail real estate, where I oversee complex financial operations and strategy. I’ve been an active investor in the U.S. stock market for 13 years, starting with my very first paycheck. Over time, my portfolio has evolved to reflect a balanced approach, with a growing focus on value stock ...

21世纪经济报道记者余纪昕 上海报道 7月11日晚间，国家金融监督管理总局发布《金融机构产品适当性管理办法》（以下简称《办法》）。 本办法共五章四十九条，对金融机构适当性管理义务进行规范，将自2026年2月1日起施行。 有关司局负责人就《办法》相关问题回答了记者的提问，称《办法》出台的背景和意义在于将保护金融 消费者权益的关口前移。并表示，金融监管总局在充分研究论证、广泛征求意见的基础上，制定本办 法，推动金融机构严格履行适当性义务，将适当的产品通过适当的渠道销售给适合的客户。对金融消费 者而言，要求金融机构履行适当性义务，有助于帮助消费者识别风险，根据自身需求和风险承受能力选 择适当的产品，减少超出自身能力的支出和风险损失。 同时，针对销售环节这一投资者权益保护消保的"重头戏"，监管机构也加强了纪律要求。 《办法》第十六条称， 金融机构应强化资质管理，确保销售人员具备相应的产品销售资质。并对相关 人员持续开展培训，确保销售人员充分了解所销售或者交易产品的属性特征及风险水平。并且，金融机 构应当构建科学合理的销售人员激励约束机制，考核标准应当包括但不限于销售行为和程序的合规性、 客户投诉情况等，不得以销售业绩 ...

Saint Herblain (France), July, 11 2025 – Valneva SE (Nasdaq: VALN; Euronext Paris: VLA), a specialty vaccine company, today announced that the European Medicines Agency (EMA) will lift the temporary restriction on vaccinating people aged 65 years and above after concluding a thorough review of Valneva’s single-dose chikungunya vaccine IXCHIQ® by EMA’s safety committee (PRAC). The committee initiated its review at the beginning of May following the occurrence of serious side effects mainly in elderly people ...

Saint Herblain (France), July, 11 2025 – Valneva SE (Nasdaq: VALN; Euronext Paris: VLA), a specialty vaccine company, today announced that the European Medicines Agency (EMA) will lift the temporary restriction on vaccinating people aged 65 years and above after concluding a thorough review of Valneva’s single-dose chikungunya vaccine IXCHIQ® by EMA’s safety committee (PRAC). The committee initiated its review at the beginning of May following the occurrence of serious side effects mainly in elderly people ...