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Russell 2000 (IWM) and Semiconductors (SMH): Concerning Price Pattern?
See It Market· 2025-07-21 06:04
After an epic week where only a few sectors plus the S&P 500 and NASDAQ shone, it turns out that it’s the calendar price range that has the final say (read last week’s articles here). At least for now. This week we watched space exploration stocks, semiconductor companies, quantum computing and AI, plus crypto related companies all lead the way to new all-time highs.QuantumScape (QS) Nvidia (NVDA) Robinhood (HOOD) Caterpillar (CAT) Broadcom, Microsoft and GE Aerospace are just a few that roared. Sign u ...
Can Investing $25,000 in the S&P 500 Today and Holding On for 25 Years Make You Wealthy?
The Motley Fool· 2025-07-21 03:04
For not only years, but decades, tracking the S&P 500 has been a reliable way to generate significant stock gains. Since the index tracks the best stocks on the U.S. markets, it offers a great low-risk way to ensure you're positioned for long-term growth.But what if you invested a lump sum of $25,000 into an exchange-traded fund (ETF) that tracks the S&P 500, such as the SPDR S&P 500 ETF (SPY -0.07%), and simply held on for 25 years? Could that be enough to make you wealthy and allow you to retire comfortab ...
Is Lucid's Reverse Stock Split a Sign of Desperation?
The Motley Fool· 2025-07-21 00:09
核心观点 - 电动汽车制造商Lucid Motors宣布计划进行1比10的反向股票分割[2] - 反向股票分割不会改变投资者持有的价值或公司的市值[4] - 市场通常将反向股票分割视为负面信号[9] 反向股票分割细节 - 反向股票分割比例为1:10 意味着10股旧股合并为1股新股[3] - 股票价格将相应乘以10 但公司市值保持不变[3][4] - 此举不会影响投资者的投票权或持仓价值[4] 潜在动机分析 - 公司当前股价约3.15美元 52周低点为1.93美元 接近交易所1美元的最低要求[6] - 提高股价可能吸引更多机构投资者 因其通常有最低股价投资限制[8] - 目前公司没有面临立即退市的风险[6] 公司运营状况 - 公司持续消耗大量现金[10] - 交付量已连续七个季度增长[10] - 公司未来取决于新款Gravity SUV和中型平台的成功[10] - 现有流动性可支持运营至2026年下半年[11] 市场反应 - 市场通常将反向股票分割视为财务困境的信号[9] - Lucid股票被视为高风险高回报的投资标的[11] - 股价大幅波动在该股票中难以避免[11]
Industry-Wide Tariffs Loom Over the Healthcare Sector. Here Are 2 Stocks That Can Weather the Storm.
The Motley Fool· 2025-07-20 22:49
President Donald Trump's trade policies have caused tumult on Wall Street. The president has pushed for aggressive tariffs on imported goods in an attempt to bring manufacturing jobs back to the country.Although there were hopes that certain sectors would be spared -- including healthcare -- it turns out that won't be the case. Higher duties on imports could increase companies' costs, which would squeeze their margins and bottom lines, and meaningfully hurt their stock performance. However, even with this t ...
FDVV: Compelling Choice For Retirees That Want Income And Growth
Seeking Alpha· 2025-07-20 20:48
One of my family members has retired recently, and he's allocated a sizeable amount of his retirement capital towards a dividend ETF. He chose the most popular dividend ETF, Schwab U.S. Dividend Equity ETF ( SCHDFinancial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets that offer potential for lon ...
SGDM: The Best Managed ETF Is Still A Sell
Seeking Alpha· 2025-07-20 19:45
In November, I wrote that gold was the only precious metal that should hold a position in one’s portfolio. Its history, dating back to the 1970s, of protecting value during market downturns and generating alpha has made this case clear. TheThe Barnacle is a quantitative analyst and has been in and out of the investing business since 2003. He is a former member of Marketocracy's M100 Club. He has a degree in mathematics and believes that mathematics is the root of all success. If the numbers tell one to do s ...
5 High-Yield Stock Picks to Add to Your Dividend Portfolio
The Motley Fool· 2025-07-20 18:50
It might be prudent to make a point of collecting a little more cash in the near future, and worry a little less about growth.Does the prospect of economic uncertainty have you rethinking your portfolio? Perhaps you'd like to collect a little more cash while the economic headwinds are blowing? It's not an unreasonable concern. Plenty of other investors are already thinking more defensively than they've felt they needed to in a while.To this end, here's a closer look at five high-yielding dividend stocks to ...
非银行业周报20250720:中国香港《稳定币条例》生效在即,重视头部券商及跨境支付-20250720
民生证券· 2025-07-20 17:35
报告行业投资评级 - 推荐,维持评级 [7] 报告的核心观点 - 年初至今政策定调积极,降准降息等政策逐步落地,有望提振市场情绪并推动估值持续修复,险资“长钱”持续入市,权益投资端有望受益优质上市公司长期价值增长,低预定利率分红险发行有望降低险企负债成本 [5][44] - 券商交投活跃度持续提升,业绩修复趋势有望延续,定增推进有助于做优做大业务规模 [5][44] - 美国通过稳定币相关法案,中国香港《稳定币条例》生效在即,相关非银机构有望在托管、跨境支付等业务领域受益 [5][44] 根据相关目录分别进行总结 市场回顾 - 本周(2025.07.14 - 2025.07.18)主要宽基指数上涨,上证综指+0.69%,深证成指+2.04%,沪深300指数+1.09%,创业板指数+3.17% [9] - 非银板块整体回调,非银金融(申万)-1.24%,证券Ⅱ(申万)-1.06%,保险Ⅱ(申万)-1.35%,多元金融(申万)-2.36% [9] - 主要个股方面,券商中华泰证券+0.33%,中信证券-1.12%等;保险中新华保险+0.49%,中国人寿-0.17%等 [9] 证券板块 证券业务概况 - 经纪业务:本周沪深两市累计成交0.73万亿股,成交额9.34万亿元,A股日均成交额1.56万亿元,环比上周+6.05%,同比+136.52% [17] - 投行业务:截至2025年7月18日,年内累计IPO承销规模为549.23亿元,再融资承销规模为7974.13亿元 [17] - 信用业务:截至7月18日,两融余额19043.90亿元,较上周+1.52%,同比+32.25%,占A股流通市值2.19%;场内外股票质押总市值为27828.42亿元,较上周+0.12%,同比+21.53% [17] 证券业务重点图表 - 包含截至7月18日IPO与再融资承销金额规模、本周两融余额与同比增速等图表 [19] 保险板块 - 展示2024年1 - 12月累计寿险保费增速、累计财险保费增速、12月单月寿险保费增速、12月单月财险保费增速等图表 [27][29] 流动性追踪 流动性概况 - 货币资金面:本周央行开展1.73万亿元逆回购操作,有4257亿元逆回购和1000亿元MLF到期,净投放1.26万亿元 [35] - 资金利率升降不一,7月14 - 18日银行间质押式回购利率R001上行10bp至1.49%,R007下行1bp至1.51%等 [35] - 债券利率方面,本周短端债券收益率下行,中长端利率多数上升,1年期国债收益率下行2bp至1.35%,10年期国债收益率上行1bp至1.67%等 [35] 流动性重点图表 - 包含DR007和R007、同业存单到期收益率、1年、10年与30年期国债收益率等图表 [37][38] 行业新闻与公司公告 - 行业新闻:7月18日美国特朗普签署《指导与建立美国稳定币国家创新法案》;深交所发布公司债券续发行和资产支持证券扩募业务通知;工信部表示十大重点行业稳增长工作方案将出台;上半年我国GDP为660536亿元,同比增长5.3%等 [42] - 重点公司公告:7月18日广发证券完成次级债券发行,东吴证券发布定增预案等多家公司有相关公告 [42] 投资建议 - 保险方面,建议关注中国太保、新华保险等 [5][45] - 证券方面,建议关注中信证券、华泰证券等 [5][45] - 其他非银机构方面,建议关注众安在线、连连数字等 [5][45]
Lucid Rockets Higher After 2 Massive Announcements
The Motley Fool· 2025-07-20 17:05
Don't look now but Lucid Motors (LCID -3.04%) just received another boost of momentum, shooting the stock over 40% higher Thursday. The driving force behind its move higher was blasted across headlines: Uber Technologies (UBER 0.03%) to invest $300 million in Lucid to form robotaxi partnership. The great news for investors is that aside from the phenomenal opportunity it presents, is that it could be the last thing it needs to prove to Wall Street. More on this in a second.But don't overlook the second anno ...
10 Magnificent S&P 500 Dividend Stocks Down Over 10% to Buy and Hold Forever
The Motley Fool· 2025-07-20 17:01
These S&P 500 dividend stocks have fallen by up to 33% and are best buys now.Dividend stocks are one of the most powerful wealth compounders. The S&P 500 (SNPINDEX: ^GSPC) index offers the perfect example. Over the past 25 years, while the S&P 500 rose by over 300%, its total returns crossed 550% thanks to reinvested dividends.As you may guess, the S&P 500 comprises some of the best dividend stocks out there, many of which have been multibaggers and have the potential to continue being so. Here are 10 such ...