Despite Fitch Ratings lowering France's long-term credit rating, citing climbing debt and political instability, the French stock market is up in positive territory on Monday with investors looking ahead to the policy announcements from the Federal Reserve, the Bank of England and the Bank of Japan this week.The Fed is widely expected to lower interest rate by 25 basis points, while the BoE and BoJ are seen holding their rates steady.The benchmark CAC 40 was up 95.78 points or 1.23% at 7,921.02 a few minut ...

This story was originally published on CFO.com. To receive daily news and insights, subscribe to our free daily CFO.com newsletter. Ranjith Roy | Yum Brands Ranjith Roy was promoted to chief financial officer of Yum Brands, the parent company of fast food chains KFC, Taco Bell and Pizza Hut. Roy joined Yum in 2024 as chief strategy officer and treasurer from food e-commerce marketplace Goldbelly, where he served as CFO for three years. For over 15 years, he led investment banking relationships for restaura ...

If you're interested in broad exposure to the Industrials - Aerospace & Defense segment of the equity market, look no further than the iShares U.S. Aerospace & Defense ETF (ITA) , a passively managed exchange traded fund launched on May 1, 2006.Retail and institutional investors increasingly turn to passively managed ETFs because they offer low costs, transparency, flexibility, and tax efficiency; these kind of funds are also excellent vehicles for long term investors.Sector ETFs also provide investors acce ...

政府投资计划 - 商务部长Howard Lutnick在部门内创建"投资加速器"计划 目标企业包括英特尔公司和洛克希德马丁公司[1] - 该基金由前摩根士丹利银行家Michael Grimes领导 旨在通过联邦支持换取政府股权[1] - 计划利用《芯片法案》资金及日韩通过贸易协议承诺的数十亿美元资金 建立"国家与经济安全基金"[2] 企业股权交易 - 从英特尔获取联邦资金对应的股权 该做法令企业领袖感到意外[2] - 美国政府主张持股因"这是公平的" 前Cantor Fitzgerald首席执行官向英特尔管理层表明此立场[2] - 类似政府股权安排可能延伸至国防和造船企业 洛克希德马丁被列为潜在目标[3] 行业反应 - 企业领袖对寻求政府支持持更谨慎态度 担心面临苛刻让步要求[4] - 哈佛经济学家Greg Mankiw批评该策略为"一种勒索" 并类比黑帮式敲诈[4] - 曾视Lutnick为与政府主要联络渠道的顾问们 现对其激进方法表示担忧[4] 政策执行阻力 - 尽管策略符合特朗普交易式执政风格 但仍造成企业不确定性[5] - 海关官员阻止Lutnick新设外部税务服务局的提案 限制其关税控制权扩张[5]

3283197d_273/iStock via Getty Images By Dmitry Khaykin & Deepon Nag Value Down but Not Out Market Overview U.S. equities bounced back from a first-quarter correction and survived tariff and growth scares as well as geopolitical concerns to deliver solid gains in the second quarter of 2025. The rebound following April’s tariff-induced Liberation Day selloff was marked by a return to AI market leadership, with hyperscalers showing their commitment to high levels of AI-driven capex. Semiconductor compan ...

This story was originally published on CFO Dive. To receive daily news and insights, subscribe to our free daily CFO Dive newsletter. Dive Brief: The share of major public companies that plucked executives from their own ranks and appointed them as CFOs jumped to nearly 71.8% in the first half of 2025 from 52.9% last year, according to executive search firm Crist Kolder Associates’ latest Volatility Report, which tracks C-suite hiring trends. That’s well above the historical average of 62%, according to ...

科技行业表现 - Oracle股价上涨32% 在当日交易中领涨科技板块 [1] - 科技板块整体上涨超过1% 支撑市场表现 [1][2] 市场技术分析 - 标普500指数开盘触及6550高点 接近6555主要阻力位 [3] - 关键支撑位分别位于6500、6485和6530水平 [4] - 市场保持牛市趋势 持续创出新高和更高的低点 [5] - 20日和50日移动平均线继续提供支撑 MACD指标趋于平缓 RSI指标向上突破 [7][8] - 9月份未出现预期的市场疲软 技术面表现稳健 [5][6] 工业板块分析 - XLY指数呈现旗形整理模式 但周线MACD出现看跌交叉 [9][10][11] - 12日EMA下穿26日EMA 可能测试20周移动平均线 距离当前水平约2.5-2.7% [11] - PPI数据显示服务业跌幅的75%来自机械和运输服务利润率下降 [12] - 卡特彼勒、迪尔和波音等大型工业公司面临利润率压缩压力 [12] 房地产行业 - 抵押贷款需求上周显著增长 利率下降推动需求 [13][14] - 市场预期降息将刺激新房和二手房需求 以及装修和大额商品消费 [15] - 家得宝和劳氏等家装零售商可能受益于利润率更高的产品需求增长 [15] - 该板块昨日下跌超过2% 但现已回升至20日移动平均线支撑位 [15] - 技术面显示上升趋势仍然完整 可能反弹至125-126区间 [16][17]

Lockheed Martin Skunk Works (NYSE:LMT) and BAE Systems FalconWorks (OTC:BAESY) announced at the DSEI defense conference in London that they will partner on the development of uncrewed autonomous air systems. The collaboration will combine their research and prototyping divisions to create modular aircraft designed for rapid deployment and multiple mission types. Lockheed Martin Skunk Works is the official name for Lockheed Martin’s Advanced Development Programs, a highly classified division responsible fo ...

市场表现 - 沪指报收3812.51点，上涨1.24%，深成指报收12590.56点，上涨3.89%，创业板指报收2958.18点，上涨6.55%，沪深两市全天成交额达2.3万亿元，超4800只个股上涨 [1] - 全市场13110只公募基金中，超94%年内获得正收益，397只年内收益率突破50%，超12%基金收益突破30% [1] - 主动权益类基金平均收益21.61%，超97%斩获正收益，1077只收益超30%，占比23.51%，293只收益在50%以上，占比6.40% [1][2] 领先基金产品 - 汇添富香港优势精选A和永赢科技智选A以160%以上收益率领先，前者盈利166.28%，后者收益161.37% [2] - 永赢科技智选A前十大重仓股包括新易盛、中际旭创、天孚通信等科技板块股票，部分股票年初至今涨幅最高达605% [4][7] - 主动权益类基金中12只"翻倍基"年内回报超过100%，主要集中在医药、科技、北交所三大赛道 [4] 医药主题基金 - 涨幅前十的主动权益类基金中，重仓创新药的主题基金占据六席，包括中银港股通医药A、长城医药产业精选A等产品 [5] - 诺安精选价值基金经理认为创新药产业正走向高景气阶段，大量国产创新药将在未来两年集中进入商业化阶段 [5] 落后基金表现 - 122只主动权益类基金年内亏损，跌幅最深达16.1%，首尾业绩相差177.47个百分点 [5] - 业绩跌幅前十的主动权益基金平均亏损11.16%，多数重仓信息技术、制造业等板块，7只产品年内亏损幅度超过10% [6] - 东方阿尔法招阳A重仓军工装备板块，中信建投智享生活A近三年亏损47.37%，单位净值0.6459元 [6] 行业驱动因素 - 宏观经济稳步复苏与企业盈利修复提升市场风险偏好，为权益资产提供基本面支撑 [3] - 人工智能、新能源、医药创新等产业趋势明确且政策支持力度大，为基金管理人提供丰富投资主线 [3] - 优质标的估值处于合理区间，为基金布局创造较好条件 [3] 后市展望 - 鑫元基金认为未来三到五年中国权益市场在政策支持、流动性改善、产业升级等因素下具备系统性投资机会 [7] - 万家基金基金经理叶勇看好顺周期风格投资，预计下半年PPI将出现大幅拐点，2026年有望转正，行情至少可持续一年 [7][8] - 工业有色和小金属为第一方阵，化工、钢铁、煤炭等中游顺周期龙头为第二方阵，通用机械、食品饮料等为第三方阵 [8]

投资平台服务 - 提供包括REITs mREITs 优先股 BDCs MLPs ETFs及其他收益型替代品的深度研究服务 [1] - 平台拥有438条用户评价且大多数为五星评级 [1] - 提供免费两周试用服务 [1] 分析师持仓情况 - 分析师通过股票持有、期权或其他衍生品对通用电气(GE)、雷神技术(RTX)、L3哈里斯技术(LHX)及诺斯罗普·格鲁曼(NOC)持有长期多头仓位 [2] - 分析内容为独立观点且未获得除Seeking Alpha外任何形式的补偿 [2] - 分析师与涉及股票的公司无商业关联关系 [2]