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股票私募“重仓出击”释放看多A股信号
证券日报· 2025-07-12 00:44
近期,股票私募正以"重仓出击"的行动表达对A股后市的看好。私募排排网7月11日公布的最新数据显 示,截至7月4日(因信披合规等原因,私募基金净值及仓位测算数据相对滞后),股票私募仓位指数已达 77.36%,逼近年内高点。其中,百亿元级股票私募加仓动作更为迅猛,仓位指数大幅飙升至83.26%, 创下近93周以来的新高。 百亿元级私募的仓位配置充分体现了其对A股市场的强烈看多信号。数据显示,截至7月4日,仓位在 80%以上的百亿元级股票私募的占比已超七成;仓位在50%(含)至80%(含)区间的百亿元级股票私募占比 超两成;当前采取谨慎策略的百亿元级股票私募数量已大幅减少,低仓和空仓的私募合计占比不足一 成。 私募排排网相关负责人对《证券日报》记者表示:"整体而言,股票私募仓位调整呈现出明显的'加仓上 移'趋势,尤其是百亿元级私募的加仓力度更大。这一动向不仅体现了专业投资机构对A股市场长期向 好发展的预期,也预示着市场结构性机会或将延续。随着政策红利的释放和产业发展的深化,股票私募 的积极布局或将为市场注入更多活力。" 此外,私募机构上半年已凭借优异业绩证明其捕捉市场机遇的能力。据私募排排网数据统计,上半年, 私募 ...
Centrus Energy Soars 197% YTD: Buy, Sell or Hold the Stock?
ZACKS· 2025-07-12 00:41
Key Takeaways Centrus Energy (LEU) has surged 196.5% so far this year, outpacing the non-ferrous mining industry's 7.3% growth. The Zacks Basic Materials sector has gained 12.4%, while the S&P 500 has risen 5.9% in the same time frame. LEU Stock's YTD Performance Vs. Industry, Sector & S&P 500 Image Source: Zacks Investment Research Looking at its peer performances, Cameco (CCJ) has gained 37.8%, Energy Fuels (UUUU) has risen 26.9% while Uranium Energy (UEC) has dipped 6.3% year to date. LEU Stock's Perform ...
MP Materials Hits 52-Week High: Should You Buy, Hold or Sell?
ZACKS· 2025-07-12 00:41
Key Takeaways MP Materials (MP) stock hit a 52-week high of $48.12 yesterday before closing the session lower at $45.23. The stock's gain has been fueled by the news that MP has entered into a public-private partnership with the United States Department of Defense (DoD) to fast-track the development of a domestic rare earth magnet supply chain. MP Materials stock is trading above its 50-day and 200-day moving averages, indicating solid upward momentum and price stability. This reflects a positive market sen ...
MFG vs. BNS: Which Stock Is the Better Value Option?
ZACKS· 2025-07-12 00:41
Investors interested in Banks - Foreign stocks are likely familiar with Mizuho (MFG) and Bank of Nova Scotia (BNS) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out. MFG currently has a forward P/E ratio of 10.04, while BNS has a forward P/E of 11.15. We also note that MFG has a PEG ratio of 0.63. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. BNS cur ...
CODYY vs. BLD: Which Stock Is the Better Value Option?
ZACKS· 2025-07-12 00:41
Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate revision trends, while our Style Scores work to grade companies based on specific traits. CODYY currently has a forward P/E ratio of 15.54, while BLD has a forward P/E of 19.31. We also note that CODYY has a PEG ratio of 4.05 ...
SNN or ESLOY: Which Is the Better Value Stock Right Now?
ZACKS· 2025-07-12 00:41
Investors interested in stocks from the Medical - Products sector have probably already heard of Smith & Nephew (SNN) and EssilorLuxottica Unsponsored ADR (ESLOY) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out. Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank favors stocks with st ...
AB or CNS: Which Is the Better Value Stock Right Now?
ZACKS· 2025-07-12 00:41
Right now, AllianceBernstein is sporting a Zacks Rank of #2 (Buy), while Cohen & Steers Inc has a Zacks Rank of #3 (Hold). This system places an emphasis on companies that have seen positive earnings estimate revisions, so investors should feel comfortable knowing that AB is likely seeing its earnings outlook improve to a greater extent. However, value investors will care about much more than just this. Value investors also tend to look at a number of traditional, tried-and-true figures to help them find st ...
XP or SOFI: Which Is the Better Value Stock Right Now?
ZACKS· 2025-07-12 00:41
XP Inc.A has a Zacks Rank of #1 (Strong Buy), while SoFi Technologies, Inc. has a Zacks Rank of #3 (Hold) right now. Investors should feel comfortable knowing that XP likely has seen a stronger improvement to its earnings outlook than SOFI has recently. But this is just one factor that value investors are interested in. Value investors also tend to look at a number of traditional, tried-and-true figures to help them find stocks that they believe are undervalued at their current share price levels. The Style ...
Long Term Share-based incentive programme for 2025/26
Globenewswire· 2025-07-12 00:37
Pursuant to Bang & Olufsen A/S’ Remuneration Policy, the Board of Directors has approved the long-term restricted share program for 2025/26. The program consists of restricted share-based remuneration to the Executive Management Board, key employees and certain other employees. Minimum 50% of the restricted shares are Performance Shares that are eligible for vesting in equal tranches over the three financial years 2025/26, 2026/27 and 2027/28 depending on the level of achievement of certain KPIs defined by ...
Can NextEra Ride Florida's Economic Momentum for Long-Term Growth?
ZACKS· 2025-07-12 00:36
Key Takeaways NEE is gaining from rising electricity demand driven by Florida's population and economic growth. In Q1, FPL added 108,000 customers year over year, reflecting strong demographic momentum in service areas. NEE's ROE of 12.06% beats the industry average, showing stronger capital efficiency than its peers.NextEra Energy Inc. (NEE) is a top-tier clean energy company in the United States, with a strong footprint in both renewable generation and regulated utility services. Its subsidiary, Florida ...