Bouncing back from a disappointing performance in May, shares of rare earths producer MP Materials (MP 2.79%) raced considerably higher last month. According to data provided by S&P Global Market Intelligence, MP Materials stock rose 52.7% in June.In addition to the ongoing trade dispute with China -- of which rare earths are a focus -- positive commentary from analysts contributed to the stock's rise. News from both Washington and Wall Street wound up investors' excitement last monthEarly in the month, the ...

Zim Integrated Shipping Services (ZIM -1.50%) stock has been delivering more than cargo to its shareholders over the past few trading days. On positive developments in the China-U.S. trade dispute, investors piled into the stock, sending it to a more than 26% gain week to date as of early Thursday night, according to data compiled by S&P Global Market Intelligence.A move related to international relationsThe most powerful boost to Zim's stock came on Monday, when the U.S. and China agreed to mutually slash ...

文章核心观点 公司原计划对肯塔基赛马场进行近10亿美元改造但因关税和贸易争端及宏观经济条件暂停 同时将进行2500万至3000万美元的其他翻新工程 [1][5][11] 分组1：改造计划内容 - 公司10周前公布大规模资本项目 旨在未来几年“增强和扩展”肯塔基赛马场特定区域 项目总计达9.2亿美元 [1] - 计划在终点线后的1.15万个座位区域通过“第一弯道俱乐部”安装1.33万个座位和新的“高级款待体验” 并建造一个新的更大的天空露台 [2] - 打算在内场为高级票持有者增加“新的永久性建筑” 还计划在内场普通入场区建造三座永久性建筑 [4] 分组2：项目暂停原因 - 公司上周决定暂时停止这些项目 原因是关税和贸易争端导致的建筑成本不确定性增加以及当前宏观经济状况 [5] - 首席执行官表示自项目公布以来情况变化大 包括美国对几乎所有国家产品征收新关税带来的显著通胀风险 [7] - 关税导致大多数材料出现意外且目前无法量化的成本增加 [9] 分组3：未来规划 - 公司将在未来几个月“评估不断变化的经济形势 评估这些多年项目的时间和顺序是否有变化” [9] - 公司仍“完全致力于通过长期审慎的资本投资时机来发展肯塔基德比” 暂停提供了“重新审视并确保交付的产品能满足和超越客户及股东期望的机会” [10] - 当宏观环境问题得到更好理解时 公司将对如何在这一标志性资产上进行大量资本投资做出深思熟虑的决策 [10] 分组4：其他资本项目 - 公司宣布暂停近10亿美元项目的同时 公布了对终点线套房、奖杯室和大厦的翻新计划 费用为2500万至3000万美元 [11] 分组5：肯塔基德比相关信息 - 丘吉尔唐斯自1875年以来一直举办肯塔基德比 今年的比赛是第151届 是三冠王系列赛的第一场 [12] - 肯塔基农业部门估计去年比赛的经济影响为4亿美元 [13]

Mark Zuckerberg, CEO of Meta Platforms, during the Meta Connect event in Menlo Park, California, on Sept. 25, 2024.Meta is set to report its first-quarter earnings on Wednesday, and investors will be looking for any signs that President Donald Trump's tough China tariffs are affecting the company's online ads business.Here is what analysts polled by LSEG are expecting:Earnings per share: $5.28 expectedRevenue: $41.39 billion expectedAnalysts expect Meta's China-derived advertising business to feel the most ...

Sportswear giant Adidas on Tuesday said that U.S. President Donald Trump's tariffs would result in price hikes for all its U.S. products.The company said it did not yet know by how much it would boost prices, also noting that the global trade dispute was preventing it from raising its full-year outlook despite a bumper increase in first-quarter profits."Higher tariffs will eventually cause higher costs for all our products for the US market," Adidas said in a statement.The company said it was "somewhat expo ...

文章核心观点 - 受特朗普政府关税影响，西门子股价下跌，虽其全球布局有应对优势，但供应链和成本或受冲击，订单也可能受全球经济放缓影响，不过目前影响程度和关税持续时间尚不明朗 [1][4] 西门子与关税 - 西门子虽是德国公司但业务全球化，2024年31%营收来自美洲（26%来自美国），46%来自欧洲，其余来自亚洲 [2] - 其制造和运营布局也全球化，25%工厂在美洲，48%在欧洲，其余在亚洲 [2] - 本地生产销售能力利于应对关税，且公司在美国大量投资，近期分别以100亿美元和51亿美元收购Altair和Dotmatics [3] 西门子未来情况 - 公司供应链涉及全球产品运输，成本很可能受负面影响 [4] - 作为涉足多领域的工业公司，贸易争端致全球经济放缓会影响其订单 [4] - 目前难以判断关税最终影响和持续时间，不必恐慌 [4]