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美国天然气下跌,因天气展望趋于温和
新浪财经· 2025-12-31 23:21
来源:滚动播报 美国天然气期货大幅走低,因1月上半月的天气预报转暖。EBW Analytics的Eli Rubin在一份报告中 称:"2026年1月份的天气将呈现前后两重天的格局:预计开局非常温和,到月中至月末将急剧转 冷。"预计美国能源情报署(EIA)上周的库存报告将显示,库存减少460亿立方英尺,降幅小于往常,从 而使库存量恢复到较五年均值有盈余的水平。Rubin补充说,本周取暖需求前景出现的看跌变化"可能使 库存在1月份大部分时间里都略高于五年正常水平"。纽约商交所天然气价格下跌4.5%,报每百万英热 单位3.793美元。 ...
碳酸锂行情“V型反转” 2026年能否继续“狂飙”?
中国经营报· 2025-12-31 23:21
碳酸锂市场在2025年迎来触底反弹。 2025年年初,碳酸锂价格尚在7.5万元/吨附近震荡,6月便触及5.9万元/吨的年内低点,随后在"反内 卷"和储能市场的增长预期带动下强势回升,至12月末碳酸锂期货主力合约价格一度突破13万元/吨,较 低点涨幅超过120%。 真锂研究创始人墨柯向《中国经营报》记者表示:"2025年碳酸锂价格呈V型走势,而2026年或呈现倒V 曲线。当前,AIDC(人工智能数据中心)储能尚处于'讲故事'阶段,随着电池市场生产库存累计到一 定程度,碳酸锂价格上涨的泡沫可能破灭。如果2026年下半年碳酸锂的价格再次进入下行通道,市场将 不得不经历产能出清的过程,以实现供需的重新平衡。" 价格"V型反转" 2025年碳酸锂的价格轨迹勾勒出一条典型的V型曲线。 2025年年初,碳酸锂价格在7.52万元/吨附近震荡下行,广州期货交易所碳酸锂期货主力合约价格在4月 底跌破7万元/吨。随后,6月24日触及年内低点5.9万元/吨。 进入2025年下半年后,碳酸锂价格呈现明显的反弹态势。7月14日,广州期货交易所碳酸锂期货主力合 约价格突破6.5万元/吨;7月21日,突破7万元/吨;7月24日,收盘价766 ...
券商投资策略展望: 慢牛延续 新质生产力崛起
搜狐财经· 2025-12-31 23:21
2025年收官之际,券商对A股市场进行深度复盘与前瞻,认为2026年A股将延续"低斜率慢牛"格局,在 政策托底与经济内生复苏共振下,市场有望向上突破。其中,科技成长(AI+、先进制造)、"反内 卷"及供需改善、人民币升值受益链等方向将成为核心投资主线。 政策与流动性驱动结构性行情 2025年12月10日至11日,中央经济工作会议关于2026年经济工作强调,着力稳就业、稳企业、稳市场、 稳预期,推动经济实现质的有效提升和量的合理增长,实现"十五五"良好开局。 华龙证券研究所策略分析师朱金金认为,中美经贸关系总体稳定,但仍存在潜在不确定性。一方面,已 达成的部分共识设定了时效,后续需开展进一步磋商。另一方面,2026年为美国中期选举年,是影响中 美关系节奏的重要变量。"十五五"规划建议为未来五年的产业发展描绘了清晰的航向,核心是构建以科 技创新为引领、以先进制造业为骨干的现代化产业体系。机遇蕴藏在产业结构的升级浪潮中、新质生产 力的培育领域,以及全国统一大市场建设和高水平对外开放所带来的广阔空间里。 科技与先进制造有望获政策支持 投资策略上,朱金金建议关注, "十五五"规划建议提到的经济社会发展目标前两项为"高质 ...
DJT Stock Jumps. Shareholders Will Get a Sort-of Dividend.
Barrons· 2025-12-31 23:21
Trump Media stock rose after the company that it plans to distribute a new digital token to shareholders. ...
Petrobras Awards $150M Long-Term RSV Contract to DOF Group
ZACKS· 2025-12-31 23:20
Key Takeaways PBR awards a four-year, $150M contract for the Skandi Commander to support offshore operations from 2027.The vessel's multi-functional design enables inspection, construction and environmental monitoring tasks.Petrobras extends a partnership spanning 25 years as DOF Group expands its long-term Brazilian fleet.Petrobras (PBR) , the state-run oil and gas giant of Brazil, has awarded a significant new contract to DOF Group ASA, a Norwegian supply shipping company. This new four-year agreement, va ...
Mixed options sentiment in NVIDIA with shares down 0.45%
Yahoo Finance· 2025-12-31 23:20
Mixed options sentiment in NVIDIA (NVDA), with shares down 85c near $187.37. Options volume relatively light with 360k contracts traded and calls leading puts for a put/call ratio of 0.83, compared to a typical level near 0.56. Implied volatility (IV30) is higher by 0.3 points near 34.93,in the bottom quartile of the past year, suggesting an expected daily move of $4.12. Put-call skew flattened, suggesting a modestly bullish tone. Claim 70% Off TipRanks This Holiday Season Published first on TheFly – the ...
NBIS vs. MSFT: Which AI Infrastructure Stock Has More Upside?
ZACKS· 2025-12-31 23:20
Key Takeaways Nebius is expanding GPU capacity fast, lifting contracted power targets to 2.5 gigawatts by 2026.NBIS won hyperscale deals with Meta and Microsoft, but rising costs and heavy capital spending hurt profits.Microsoft is embedding AI across Azure and Copilot, boosting scale with massive global data center.Artificial intelligence (AI) spending continues to accelerate, and investors are increasingly focused on the infrastructure powering this boom. From data centers and GPUs to cloud platforms opti ...
Triller receives Nasdaq letter confirming suspension of trading
Yahoo Finance· 2025-12-31 23:20
Triller (ILLR) Group received a determination letter from a Nasdaq Hearings Panel on December 26, confirming the suspension of trading on the Nasdaq Stock Market effective at the open of the market on December 30 and delisting of the Company’s securities. This decision stems from the Company not having been able to file two periodic reports by a deadline of December 24, set by the Hearings Panel. The company said, “The Company’s operations have been progressing in a normal manner, and no deficiencies or ir ...
日本岩手县东部海域发生5.7级地震
新华社· 2025-12-31 23:20
气象厅说,地震发生于当地时间12月31日23时27分(北京时间12月31日22时27分)左右,震中位于 北纬40.1度、东经142.9度,震源深度约30千米,震级为5.7级。 气象厅判断此次地震不会引发海啸灾害。 新华社东京12月31日电(记者 李子越 陈泽安)据日本气象厅消息,日本岩手县东部海域12月31日 发生5.7级地震。 ...
Broadcom's AI Momentum Vs. Margin Risks And Competitive Pressures (NASDAQ:AVGO)
Seeking Alpha· 2025-12-31 23:20
The present article assesses why Broadcom Inc. (NASDAQ: AVGO ) is changing its business model through the new packaging facility in Singapore and my concerns about the company’s profitability margins.I am an experienced Risk Management Business Analyst at a Systemic Greek Bank, with a strong background in finance and risk analysis. I hold an MSc in Applied Risk Management from the University of Athens and have completed the ACA Certificate Level. My expertise lies in financial analysis, risk management, dat ...