中韩外长在京会谈,韩媒:释放积极信号
环球时报· 2025-09-18 06:49
【环球时报综合报道】中共中央政治局委员、外交部长王毅17日在北京同韩国外长赵显举行会谈。这是 中韩外长时隔一年多再次于中国面对面交流,也是李在明政府成立后中韩外交高层的首次正式会晤,引 发外界广泛关注。 王毅欢迎赵显外长首次访华,表示李在明总统就任以来,两国元首通电话,就推动中韩战略合作伙伴关 系向更高水平迈进达成重要共识。双方应坚守建交初心,坚定睦邻友好方向,坚持互利共赢目标,做名 副其实的战略合作伙伴。 辽宁大学美国与东亚研究院院长吕超对《环球时报》记者表示,韩国外长此行对于中韩双方外交沟通具 有积极意义。王毅外长的话更显示中国仍重视两国传统友谊及对韩关系。 与此同时,APEC峰会成为舆论关注的另一焦点。《韩民族日报》称,赵显此访也被解读为高层互动"最 后冲刺"的关键节点。韩国APEC筹备支援团礼宾宣传科长朴将浩17日在接受《环球时报》特派记者采访 时称,中国是APEC非常重要的参与方,韩国外交部门会高度重视并积极安排。 成均馆大学专家李熙玉则表示,李在明政府与前任政府在对华政策上的差别,显示出当前韩国希望在强 化韩美同盟的同时,同步发展韩中关系,以推动中美韩三边的良性互动。 在启程访华前,赵显在韩国金浦 ...
21社论丨提升服务供给质量,激发更多消费新需求
21世纪经济报道· 2025-09-18 06:49
比如家政服务企业数量多,但大量集中于基础保洁业务,难以满足家庭对营养膳食、健康护理等专业化 家政服务的需求;养老床位供给量与需求相比短缺,但同时空置率较高,供需不匹配;旅游住宿等领域 服务质量不均衡、服务内容同质化;文体服务领域,体育运动设施不足,影视等文化供给质量也有待提 高,尚不足以形成产业循环壮大,缺少更具影响力的创意与IP带动消费。 增强消费对经济增长的拉动作用,培育服务消费新的增长点,关键是提升服务供给的质量,满足并激发 消费新需求。当前服务消费供给同质化等问题,首先与服务消费的独特特征有关。服务消费最突出的特 征是本地化,无法像商品一样在全世界范围内流动和销售。服务的现场消费的特点,需要企业设立在人 口高度聚集且收入较高的地方,这相应地会带来较高的房租等成本。由于服务消费弹性较高,时间相对 集中(假期或周末),市场需求相对少而分散,使得供给较少,竞争不充分,企业为降低人力成本,也 一定程度上降低了专业性要求。 内需是经济发展的基本动力,我国正在以提振消费为重点全方位扩大内需,使生产、分配、流通、消费 更多依托国内市场,形成国民经济良性循环。当前,各国正在进行制造业竞争,市场成为最稀缺的资 源,个别 ...
Disney to Pull Jimmy Kimmel's Show After Kirk Remarks
WSJ· 2025-09-18 06:49
Disney said it is pulling ABC late-night host Jimmy Kimmel's show in the wake of remarks he made about the killing of conservative activist Charlie Kirk. ...
ABC pulls 'Jimmy Kimmel Live' off air 'indefintely' over Charlie Kirk comments
CNBC· 2025-09-18 06:49
On Tuesday, May 13, 2025 at North Javits in New York City, an incredible roster of all-star talent will tout their connections to storytelling, Disney, and each other while showcasing their latest projects for the upcoming year.ABC on Wednesday night pulled the "Jimmy Kimmel Live!" late-night show off the air "indefinitely" after controversial comments by its host about the slain conservative activist Charlie Kirk, and hours after the head of the Federal Communications Commission suggested ABC's broadcast l ...
招商证券:港股H1新旧经济极致分化 信息技术、医药、互联网景气度高
智通财经网· 2025-09-18 06:46
总体业绩表现 - 2025年上半年全部港股公司收入下降0.9% 非金融石油地产公司收入增长0.5% 恒指成分公司收入增长2.6% 收入增速处于过去7年历史较低水平 [2] - 全部港股公司净利润增长5.4% 非金融石油地产公司净利润增长11.7% 净利润增速好于去年同期且处于历史中值水平 [2] - 港股公司毛利率同环比改善 经营利润率同比提升 ROE达7.0% 同比改善并恢复至历史均值水平 [2] 行业分化特征 - 信息技术行业收入同比增长12.3% 可选消费行业增长8.5% 金融行业增长5.2% 表现最为突出 [3] - 房地产行业收入下降20.9% 能源行业下降9% 公用事业下降4.8% 降幅最大 [3] - 医疗保健行业净利润同比增长202.9% 信息技术行业增长60.9% 原材料行业增长52.2% 增速领先 [3] - 新经济行业收入增长8.4% 净利润增长31.7% 旧经济行业收入下降2.5% 净利润陷入停滞 [3] 库存周期态势 - 港股整体处于去库存周期 上游产业持续去库存 中下游产业进入补库存周期 [3] - 信息技术 可选消费 医疗保健行业处于主动加库存状态 供需格局良好 [3] - 能源 公用事业 房地产行业仍在主动去库存 处于周期底部 [3] - 通讯服务 原材料行业开始被动去库存 供需格局逐步改善 [3] 资本开支动向 - 绝大部分行业大幅缩减资本开支 房地产 医疗保健 能源行业扩产意愿最低 [4] - 仅电商和汽车板块实现资本开支扩张 但资本开支营收比重未显著上升 属于维持性开支 [4] - 大公司经营性现金流同比明显改善 资本开支意愿更强 中小企业因现金流不佳缩减开支并偿债 [4] 行业景气度分布 - 景气度较高行业包括信息技术 非必需消费品之分销和零售 医疗保健 [4] - 景气度较低行业包括能源 房地产 工业之资本品 可选消费之消费者服务 [4] - 下游产业链 成长性较强 与中国宏观经济联系较弱的新经济行业中报结果较佳 [4] 投资方向建议 - 结合中报业绩与流动性催化 推荐互联网 有色金属与非银三个方向 [1] - 建议重视基本面的投资者关注科技成长股投资机会 [4]
Visa (V) Increases Despite Market Slip: Here's What You Need to Know
ZACKS· 2025-09-18 06:46
Visa (V) closed the most recent trading day at $346.20, moving +1.81% from the previous trading session. The stock exceeded the S&P 500, which registered a loss of 0.1% for the day. Elsewhere, the Dow saw an upswing of 0.57%, while the tech-heavy Nasdaq depreciated by 0.33%. Shares of the global payments processor witnessed a loss of 0.71% over the previous month, trailing the performance of the Business Services sector with its gain of 1.53%, and the S&P 500's gain of 2.57%.Analysts and investors alike wil ...
13家豫企上榜“2025中国企业500强”
河南日报· 2025-09-18 06:46
中国企业500强榜单总体情况 - 2025中国企业500强入围门槛为479.6亿元 较上年提高5.79亿元 [2] - 500强企业2024年总营业收入达110.15万亿元 规模总量保持增长 [2] - 千亿级企业数量达267家 较上年增加14家 占比提升至53.4% [2] - 平均研发强度连续8年提升 创1.95%历史新高 [2] - 国企与民企数量基本均衡 分别为251家和249家 [2] 河南省企业上榜情况 - 河南省共有13家企业上榜 数量与去年持平 [1] - 洛阳栾川钼业集团位列第132名 为河南排名最高企业 [1] - 上榜企业涵盖有色金属、能源、食品加工、交通运输、钢铁、供应链管理等多个行业 [1] - 河南上榜企业包括中国平煤神马控股集团(159名)、牧原实业集团(195名)、河南能源集团(221名)等 [1]
Why the Market Dipped But Verizon Communications (VZ) Gained Today
ZACKS· 2025-09-18 06:46
Verizon Communications (VZ) closed at $44.21 in the latest trading session, marking a +1.07% move from the prior day. The stock's change was more than the S&P 500's daily loss of 0.1%. Meanwhile, the Dow experienced a rise of 0.57%, and the technology-dominated Nasdaq saw a decrease of 0.33%. Prior to today's trading, shares of the largest U.S. cellphone carrier had lost 2.67% lagged the Computer and Technology sector's gain of 5.94% and the S&P 500's gain of 2.57%.Investors will be eagerly watching for the ...
Celestica (CLS) Declines More Than Market: Some Information for Investors
ZACKS· 2025-09-18 06:46
Celestica (CLS) closed at $247.66 in the latest trading session, marking a -2.65% move from the prior day. This change lagged the S&P 500's 0.1% loss on the day. Elsewhere, the Dow gained 0.57%, while the tech-heavy Nasdaq lost 0.33%. The stock of electronics manufacturing services company has risen by 37.71% in the past month, leading the Computer and Technology sector's gain of 5.94% and the S&P 500's gain of 2.57%.The upcoming earnings release of Celestica will be of great interest to investors. The comp ...
e.l.f. Beauty (ELF) Increases Despite Market Slip: Here's What You Need to Know
ZACKS· 2025-09-18 06:46
In the latest trading session, e.l.f. Beauty (ELF) closed at $146.11, marking a +1.98% move from the previous day. The stock outpaced the S&P 500's daily loss of 0.1%. Elsewhere, the Dow saw an upswing of 0.57%, while the tech-heavy Nasdaq depreciated by 0.33%. Heading into today, shares of the cosmetics company had gained 19.57% over the past month, outpacing the Consumer Staples sector's loss of 2.31% and the S&P 500's gain of 2.57%.The investment community will be paying close attention to the earnings p ...