百时美施贵宝 (BMY) - 若2026年利率保持低位或稳定 资本可能从高估值增长股轮动至长久期、产生现金的股票 公司作为医药股可能受益于此轮动 [3] - 公司在自由现金流收益率和股息可持续性方面表现优异 [3] - 得益于2025年底开始的轮动 股价已重新站上200个月移动平均线以及连接2004年至2012年高点的长期趋势线 [5] - 股价可能测试2025年3月的高点63美元 较当前有近18%的上涨空间 若突破此高点 未来12个月内可能有多达40%的上涨空间至75美元的前长期高点 [5] 卡梅科 (CCJ) - 公司受益于对替代能源需求的增长 许多专家看好核能的未来 [6] - 若人工智能趋势维持当前增速 对电力和数据中心的需求也将增加 公司可能因此获得顺风 [6] - 特朗普政府的额外支持可能带来利好 此外 去全球化和地缘政治风险可能创造更高需求 中美人工智能竞赛使西方供应商受益 [6] - 股价在2024年大部分时间在35至60美元区间震荡后 年内迄今已上涨超过80% 目前股价在该区域上方整固 可能准备进一步上行 [8] GigaCloud Technology (GCT) - 作为电子商务股 公司在2024年高点的帮助下于2025年底突破了下跌趋势 目前正沿20日移动平均线支撑上涨 [9] - 股价年内涨幅达112% 并且在20日、50日和60日相对强度指标上处于领先地位 [9] - 公司在12月突破36.75美元后创下52周新高 该价格是其12.25美元首次公开募股价的三倍 [11] - 目前仅有五位分析师覆盖该股 更多的分析师关注可能带来顺风 同时存在轧空可能性 有262万股被做空 占其流通股的10.2% StarMine轧空指数得分为89分（满分100）[11] 百度 (BIDU) - 这家中国电子商务巨头在2025年上涨超过40% 在多年表现不佳后成为一个亮点 [12] - 上涨势头可能延续至2026年 长期趋势现已转为上行 本月早些时候 其20周移动平均线自2020年以来首次上穿200周移动平均线 [12]

The combination of portfolio diversification and reliable income remains alive and well with municipal bonds and the related ETFs, indicating 2026 could be an ideal time for investors to consider funds such as the ALPS Intermediate Municipal Bond ETF (MNBD). The actively managed MNBD, which turns four years old in May, pieced together an impressive showing in 2025 as highlighted by a year-to-date of more than 5%. That's far better than the largest ETF in the category, which is basically flat on the year. Un ...

公司战略 - Meta Platforms已全面投入人工智能领域 [1] 具体举措 - 公司发布了如Llama等开源模型 [1] - 公司正在建设大规模数据中心 [1] - 公司将AI功能整合至Facebook、Instagram、WhatsApp及其他产品中 [1]

PresentationI'll now hand over to your host, Alfred Goon, to begin. Please go ahead, Alfred.Hello, everyone, and thank you for joining us today for the OceanFirst Financial Corp. Investor Call. My name is Sami, and I'll be coordinating your call today. [Operator Instructions]Alfred GoonSenior Vice President of Corporate Development & Investor Relations Thank you. Good morning, and happy holidays. I am Alfred Goon, SVP of Corporate Development and Investor Relations. We appreciate you joining us for today's ...

Key Takeaways e.l.f. Beauty's Q2 gross margin fell 165 bps y/y to 69%.ELF said tariff rates moderated after peaking, with every 10-point change affecting costs by about $17M.ELF expects a 71% gross margin in 2H26, supported by pricing and accretive mix.Gross margin recovery is emerging as a key focus for e.l.f. Beauty, Inc. (ELF) as the company navigates elevated tariff pressures while continuing to invest in growth in fiscal 2026. Although the fiscal second quarter reflected notable cost headwinds, managem ...

Albert Anthony is the pen name of a Croatian-American business author who is a contributing analyst on investor platform & financial media site Seeking Alpha, where he has over +1K followers, & also writes for platforms like Investing dot com and is author of a new book on Amazon called Real Estate Investment Trusts (REITs): A Fundamental Analysis (2026 Edition).The author's background as a business information systems analyst also included the IT department at top 10 financial firm Charles Schwab, where he ...

Goldman Sachs (NYSE:GS) just unveiled its 2026 Investment Outlook, and it's definitely worth a read if you're looking to ring in the new year right. ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

January often encourages reflection, not just on habits but also on how portfolios are built. A year of narrow market leadership and uneven performance calls for a revisit to a basic question: not what to own, but how exposure is spread across a portfolio.This shift fits well with the strengths of ETFs, which let investors adjust allocation, diversification, and risk without relying on individual stock picks. Instead of chasing trends, investors increasingly used ETFs as tools for managing portfolios this y ...

LIVE Stocks Barely Budge as 2025 Trading Winds Down Last Updated: Tools 26 min ago Nasdaq Turns Higher as Wall Street Waits for FOMC Minutes By Connor Smith The Nasdaq Composite perked up in an otherwise sleepy session on Wall Street. The tech-heavy index was up 0.2%. The S&P 500 was up 0.1% after trading sideways for much of the morning. The Dow was down 50 points, or 0.1%. Communication services and energy were both leading the S&P, while consumer discretionary, financials, and consumer staples lagged beh ...