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Vedanta seeks CCI nod to acquire debt-laden Jaiprakash Associates
The Economic Times· 2025-09-13 19:29
Vedanta has emerged as the highest bidder to acquire JAL under the Under the insolvency law, the CCI’s clearance is a must before resolution plans by suitors are approved by the committee of creditors of the stressed company.In a filing with the antitrust regulator dated September 11, In June last year, the National Company Law Tribunal had directed the initiation of insolvency proceedings against JAL.Live Events“The proposed transaction is being undertaken in furtherance of the resolution plan submitted b ...
暴涨79%!地产与AI碰出新火花?
格隆汇· 2025-09-13 14:27
9月11日的美股市场,一只股票以近乎疯狂的姿态刷屏——Opendoor(OPEN)单日飙涨79.52%,收于 10.52美元,市值冲上77.42亿美元,单日成交额飙至97.41亿美元。 但熟悉它的投资者都清楚,这不是第一次"坐过山车":7月大涨后回调66%,8月反弹后跌32%,9月11 日盘后又跌2.85%。 这家长期用AI重构房地产交易的公司,为何突然成了市场焦点?格隆汇研究院早有预判: 一方面,降息大周期将利好房地产、银行和公共事业板块,我们在旗舰会员内部多次推荐过相关标的, 包括OPEN、DHI(霍顿房屋)、LEN(莱纳建筑)等房企,以及ITB(房屋建筑ETF)、KRE(区域银 行ETF)、XLF(金融行业ETF)等。 另一方面,我们前瞻性地判断,AI将对人类生活的诸多垂直行业产生深刻改变,而房地产作为与每个 人息息相关的核心领域,正是AI赋能的重要阵地。如今Opendoor的异动,正是"AI+地产"逻辑的具体映 射,也验证了我们对技术重塑行业趋势的判断。 01 AI如何重塑房地产? Opendoor的"算法卖房"革命 2014年成立的Opendoor,用AI算法撕开了传统房地产的口子:卖家线上提交房屋 ...
CRE: 2 Sectors Becoming Quite Concerning
Seeking Alpha· 2025-09-13 00:28
Live Chat on The Biotech Forum sees frequent discussion of specific covered call trades. To see what covered call trades I am currently executing along with a model portfolio of attractive biotech stocks, just initiate your free trial into The Biotech Forum by clicking HERE .Today, I return to the deteriorating commercial real estate markets. While not nearly as large as the residential real estate market which is currently becoming toxic , it is an important part of the economy.Bret leads the investing gro ...
Stock Market Today: Nasdaq Closes At Record High; Palantir Marks Strong Week; Gemini Debuts
Investors· 2025-09-13 04:53
市场指数表现 - 道琼斯工业平均指数下跌0.1% 标普500指数小幅下滑[1] - 以科技股为主的纳斯达克综合指数微幅上涨[1] 加密货币行业动态 - 加密货币公司Gemini Space Station(GEMI)于当日启动股票市场交易[1] 美联储政策焦点 - 联邦储备会议与降息前景成为市场关注重点[1][2] - 相关关注时段为2025年9月12日[1][2] 企业动态与股价表现 - 特斯拉出现新买入点并释放买入信号[4] - 英伟达带领13支股票进入最佳股票名单 其中2支创历史新高[4] - 黑石集团与特斯拉同步触及新买入点[4] - 美光科技因人工智能需求激增带动存储芯片板块上涨[4] - 台积电作为英伟达和苹果合作伙伴 8月销售额增长推动股价大涨[4] - 阿里巴巴与黑石集团股价突破关键点位[4] 行业板块动向 - 内存存储板块受人工智能需求推动走强[4] - 半导体行业表现活跃 台积电营收显著增长[4]
Sticky Inflation, Housing Turn, OPEN Rallied 80% Overnight. Why?
Benzinga· 2025-09-12 21:37
Inflation isn't cooling fast enough to relax Fed fears, housing may be stirring from its slump, and OPEN’s dramatic stock reversal reminds us this cycle is built for volatility.Inflation Slightly Warmer… Cutting Rates Isn't Debated, It's QuantifiedAugust's CPI report showed inflation climbing to 2.9% YoY, up from 2.7% in July, with core inflation steady at 3.1% . Monthly inflation also rose around +0.4% seasonally adjusted… enough to stoke the embers of rate-cut caution, but not pull the emergency brake.100 ...
Weekly Wrap: Australian Share Market Rises 0.7% on Bullish U.S. Rate Cut Hopes
Small Caps· 2025-09-12 19:20
Bullish hopes for lower interest rates in the United States helped to push the Australian share market higher on Friday.The ASX 200 rose 0.7% or 59.8 points to 8864.9 points following on from some record highs on Wall Street.Ten of the 11 sectors ended higher with the biggest gains coming from the property sector, banks and the big miners, although energy stocks fell.Property Keeps BoomingOverall the property sector rose 1.3% with the Goodman Group (ASX: GMC) up 2% to $34.37, Scentre (ASX: SCG) up 1.5% to $ ...
深圳罗湖二手房签约量激增109%
21世纪经济报道· 2025-09-12 19:17
二是新政将其移出核心限购区,放开购房套数限制,释放大量此前无资格的购房者,直接推动成交激 增。 除了罗湖以外,贝壳研究院数据显示,9月6日至11日,龙华区、盐田区、福田区的二手房签约量较前六 天增幅均在50%以上,宝安区和龙岗区分别以43%、39%的增幅位列其后。 | | 深圳 905 新政后各区门店二手房签约量增幅 | | | --- | --- | --- | | 排行 | 区域 | 新政后六天环比新政前六天 (9. 06-9. 11) VS (8. 31-9. 05) | | 1 | 品期 | +109% | | 2 | 龙华 | +65% | | 3 | 輩田 | +57% | | 4 | 福田 | +53% | | 5 | 宝安 | +43% | | 6 | 龙岗 | +39% | | 7 | 南山 | +12% | | 全市 | | +45% | | | | 数据来源:深圳贝壳研究院 注:坪山、光明、大鹏因签约量基数少,不纳入统计 | 深圳多区放宽限购,其中,盐田区、大鹏新区取消限购;深户、在深圳连续缴纳社会保险或个人所得税 满1年及以上的非深户在罗湖区、宝安区(不含新安街道)、龙岗区、龙华区、坪 ...
固定收益部市场日报-20250912
招银国际· 2025-09-12 15:49
PLEASE READ THE AUTHOR CERTIFICATION AND IMPORTANT DISCLOSURES ON LAST PAGE CMBI Fixed Income fis@cmbi.com.hk CMBI Credit Commentary Fixed Income Daily Market Update 固定收益部市场日报 Yesterday, the new NSINTW 5 7/8 03/17/41 tightened up to 15bps from RO at T+185 and closed 10bps tighter. Other TW lifers CATLIFs/SHIKON/FUBON closed 1-2bps tighter. See our comment on NSINTW on 10 Sep'25. The new KHFC 3 7/8 09/17/30 and the new KOMATS 4.196 30 tightened 2-3bps. Away from new issues, the secondary IG space was largely ...
Iraq Stock Market Report
Iraq Business News | All The Latest Business News From Iraq· 2025-09-12 07:07
Advertising FeatureRabee Securities Iraq Stock Exchange (ISX) market report (trading week ending: 11th September 2025.Please click here to view a table of listed companies and their associated ticker codes.RSISX Index Change   RSISX Index ClosingsChange (w/w) (%)Change (YTD) (%)RSISX IQD Index2,325.1-0.2%3.4%RSISX USD Index2,286.2-0.2%3.4%ISX Market Summary of This WeekTrading Vol. (IQD mn)/w*3,688.7# of Comp. Listed on the ISX /# of Comp. on the OTC Market104/ 11Trading Vol. ($ mn)/w*2.8# of Traded Comp.59 ...
ASX Market Open: After a week divided, Oz is back marching to Wall Street’s drum | Sep 12
The Market Online· 2025-09-12 06:41
Join our daily newsletter At The Bell to receive exclusive market insightsAustralian shares have decided to wait until the very last day of Week 37 to fall in line with Wall Street’s bullish trends, with ASX 200 futures now up +0.64% heading into Friday on even more State-side records.Listen to the HotCopper podcast for in-depth discussions and insights on all the biggest headlines from throughout the week. On Spotify, Apple, and more.The S&P 500, up +0.8%, as well as the Dow Jones, up a roaring +1.4%, and ...