稳定币,蚂蚁下了一步先棋
搜狐财经· 2025-07-21 22:42
稳定币迎来全线大涨。 上周五,继美国参议院6月中旬批准之后,美国稳定币监管法案——《天才法案》(GENIUS Act)通过众议院投票,特朗普也于上周六正式签署。 该法案确定了稳定币定义、监管架构、储备和透明度要求,以及投资者保护等内容,被认为为全球稳定币"立法定了锚"。 撰文 | 龚 正 编辑 | 脸 叔 受此政策利好,加密货币方面——比特币、以太坊等迎来全线大涨。港股市场加密货币、稳定币概念股也表现强势。 在内地,6月20日,京东刘强东正式宣布,将推出稳定币项目,并将其列为六大创新业务之一 。他计划在全球主要货币国家申请稳定币牌照,实现跨境支 付革新。 蚂蚁集团旗下负责科技商业化的公司——蚂蚁数科,也在6月启动申请香港稳定币牌照。 与别家不同,从去年至今,蚂蚁数科一方面在稳定币领域布局,一方面也在大力发展RWA项目(Real World Assets,即现实世界资产),指企业通过区块 链技术、将自己的实体资产(如房产、债券、知识产权等)分割为可交易的数字权益凭证,实现链上流转和融资。 稳定币与RWA概念不同,但又具备一定联系。"一定情况下,部分稳定币(如法币抵押型稳定币)的底层资产就是RWA。 " 有声音认 ...
冼村旧改,风雨15年
21世纪经济报道· 2025-07-21 22:42
风雨无阻,一如这座城市探索治理现代化的决心,见证着广州城中村旧改的新探索。 历时15年,这条全国闻名的城中村,以依法动迁破解僵局、圆满收官。 随着全国首部城中村改造专项地方性法规《广州市城中村改造条例》实施,冼村成为广州城中村改造依 法动迁成功实践的第一村。 15年拉锯战 7月20日,今年第6号台风"韦帕"外围环流带来的降雨正在影响广州。上午8时30分,在风雨中,钩机轰 鸣声响起,冼村最后两栋村屋开拆。 这是新与旧交替的历史性时刻——村屋在钩机的轰鸣声中开始倒塌,1950栋村屋全部清零,冼村旧改正 式驶入全面开发建设的快车道。 "钻石村"的改造困局 从猎德大道转入黄埔大道,高楼林立的天河CBD中,冼村孤零零的几栋旧村屋,看起来与周遭环境有 些格格不入。 初到此处的人,也常常疑惑,如此高度城市化的城区内,为何有这样的场景。 这要从15年前说起。作为珠江新城最后一个城中村,冼村改造从2009年开始筹备,2010年正式启动。 冼村位于珠江新城核心区东侧,是广州CBD里最后一个城中村。因其地段优越,被称为"钻石村"。在高 峰时期,冼村不到1平方公里的面积居住了10多万外来人口。 彼时,与冼村仅一街之隔的猎德村,作为广 ...
BASF Signs 10-Year Deal With Equinor, Secures Natural Gas Supply
ZACKS· 2025-07-21 22:41
Key Takeaways BASF signs a 10-year deal with Equinor for up to 23 TWh of natural gas annually from October 2025. The gas from Equinor offers one of the lowest carbon footprints in production and transport. This supply supports BASF's energy and raw material needs while advancing its sustainability goals.BASF SE (BASFY) entered into a long-term agreement with Equinor to secure a substantial share of its natural gas needs in Europe through the annual delivery of up to 23 terawatt hours (TWh), around 2bcm, o ...
Should J&J Stock Be in Your Portfolio After Q2 Beat & Guidance Raise?
ZACKS· 2025-07-21 22:41
Key Takeaways JNJ beat Q2 estimates and raised full-year guidance on strong pharma performance. Innovative Medicine sales rose despite Stelara LOE, aided by key drugs and new launches. MedTech improvement was led by cardiovascular and surgical products, which offset China-related headwinds.Johnson & Johnson (JNJ) delivered strong second-quarter 2025 results, with both the top and bottom lines exceeding expectations.Despite the loss of exclusivity (“LOE”) of its multi-billion-dollar product, Stelara, J&J’s ...
Viking Therapeutics Gears Up for Q2 Earnings: Here's What to Expect
ZACKS· 2025-07-21 22:41
Key Takeaways VKTX to report Q2 results on July 23 with no revenue expected and a projected EPS loss of $0.44. Investor focus centers on VK2735's VANQUISH trial enrolment and oral dosing study progress. Updates are also expected on IND filing for DACRA obesity candidate and updates on NASH and X-ALD programs.We expect investors to focus on updates related to Viking Therapeutics’ (VKTX) pipeline when it reports second-quarter 2025 results on July 23, after market close. In the last reported quarter, the co ...
Why Array Technologies, Inc. (ARRY) is a Top Value Stock for the Long-Term
ZACKS· 2025-07-21 22:41
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.Zacks Premium includes access to the Zacks Style Sc ...
Should Value Investors Buy Visteon (VC) Stock?
ZACKS· 2025-07-21 22:41
投资策略分析 - Zacks采用基于盈利预测和预测修正的排名系统筛选优质股票,同时关注价值投资、成长性和动量等最新趋势 [1] - 价值投资是当前最受欢迎的股票市场策略之一,适用于各种市场环境,投资者通过基本面分析寻找被低估的公司 [2] - Zacks开发了创新的风格评分系统,将高价值评分与高Zacks评级结合,筛选出当前市场中最具潜力的价值股 [3] Visteon(VC)估值分析 - VC当前Zacks评级为1级(强力买入),价值评分为A,市盈率(P/E)为13.83,显著低于行业平均的21.93 [4] - VC过去12个月远期市盈率区间为8.02-14.33,中位数为10.30 [4] - VC市净率(P/B)为2.15,低于行业平均的3.70,过去12个月P/B区间为1.31-2.66,中位数为1.88 [5] 投资价值判断 - 多项估值指标显示VC目前可能被低估,结合其盈利前景的强劲表现,该公司当前具有显著的价值投资吸引力 [6]
First United Corporation (FUNC) Q2 Earnings and Revenues Surpass Estimates
ZACKS· 2025-07-21 22:41
First United Corporation (FUNC) came out with quarterly earnings of $0.92 per share, beating the Zacks Consensus Estimate of $0.84 per share. This compares to earnings of $0.75 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +9.52%. A quarter ago, it was expected that this company would post earnings of $0.8 per share when it actually produced earnings of $0.89, delivering a surprise of +11.25%.Over the last four quarters, the ...
Is Flex (FLEX) a Great Value Stock Right Now?
ZACKS· 2025-07-21 22:41
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors use fundamental analysis and traditional valuation metrics to find stocks that they believe are being un ...
Are Retail-Wholesale Stocks Lagging Advance Auto Parts (AAP) This Year?
ZACKS· 2025-07-21 22:41
公司表现 - Advance Auto Parts(AAP)今年以来回报率为29.3%,远超零售批发行业平均5.1%的涨幅 [4] - GMS(GMS)今年以来回报率为29.5%,同样跑赢行业平均水平 [5] 行业排名 - 零售批发行业包含204家公司,在Zacks行业排名中位列第13 [2] - AAP所属的汽车零售批发零部件行业包含7家公司,行业排名第65,今年以来平均涨幅12.2% [6] - GMS所属的建筑产品零售行业包含4家公司,行业排名第93,今年以来下跌7.1% [6] 财务指标 - AAP全年盈利的Zacks共识预期在过去三个月上调20%,显示分析师情绪改善 [4] - GMS全年每股收益(EPS)共识预期过去三个月上调3.5% [5] 投资评级 - AAP当前Zacks评级为2(买入),该评级系统基于盈利预期修正,历史表现优异 [3] - GMS同样获得Zacks 2(买入)评级 [5]