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帮主郑重:大宗商品“冰火两重天”!油价跌穿五月底,金价飙破纪录
搜狐财经· 2025-10-17 10:50
老铁们今早刷大宗商品行情没?简直跟拆盲盒似的——这边油价一头栽到五个月最低点,那边黄金蹭蹭飙出新纪录,连伦铜都悄悄往上拱,这"几家欢喜 几家愁"的戏码,背后全是实打实的门道。 先说说油价,跌可不是因为没人用油,而是"预期先变了"。特朗普一放话要和普京聊俄乌停火,市场立马就琢磨:要是冲突真停了,俄罗斯的原油不就又 能自由流通了?本来之前印度还说要少买俄油,油价刚有点抬头,这消息一出来直接给干趴下,WTI收在57块多,布伦特也跌破61,创了五个月新低。说 白了,油价这波跌,赌的就是"供应要松"的预期,比实际需求变动来得更猛。 再看伦铜,反倒成了大宗商品里的"清流"。不是铜突然变金贵,是全球不少矿场出了岔子,供应端有点紧,加上大家都猜美联储年底要降息,需求前景一 明朗,铜价就稳不住往上走,LME期铜稳稳站在1万多美元/吨,连铝、锌这些兄弟金属也跟着涨,算是靠着"供需紧+政策暖"扛住了大盘分化。 最猛的还得是黄金,直接把纪录给掀了!现货金价冲到4330美元以上,这周都涨了快8%,连白银都沾光破了54美元。为啥这么疯?一是大家笃定美联储 年底前还得放水,钱不值钱了,黄金这"硬通货"自然成了香饽饽;二是美国政府停摆三周没 ...
Enerpac Tool Group's Surge Isn't Proof You Should Pile In (NYSE:EPAC)
Seeking Alpha· 2025-10-17 04:28
Crude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas! ...
Enerpac Tool Group's Surge Isn't Proof You Should Pile In
Seeking Alpha· 2025-10-17 04:28
Crude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas! ...
Italian appeals court upholds conviction for Milan prosecutors in Eni Nigeria case
Reuters· 2025-10-17 01:09
An Italian appeals court on Thursday upheld an eight-month prison sentence for two Milan prosecutors for failing to file documents that would have supported energy group Eni's position in an internati... ...
Lincoln Electric Holdings: Shares Look Expensive As Earnings Near (NASDAQ:LECO)
Seeking Alpha· 2025-10-16 23:11
Crude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas! ...
SRV: Provides Appealing Exposure To Midstream Companies Without The K-1
Seeking Alpha· 2025-10-16 13:49
The NXG Cushing Midstream Energy Fund (NYSE: SRV ) is a sector-focused, closed-end fund [CEF] designed to provide investors with diversified exposure to the midstream sector, delivering capital appreciation and current income. SRV has a forward payout rate of $5.40/share, yielding 12.33%. One of the benefits of SRV isMonte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael s ...
Visa: The Best Network Effect On The Planet
Seeking Alpha· 2025-10-15 15:54
Visa does not need any introduction, with a presence in almost all of our wallets and as one of the best compounders available on the market. The company has been one of the biggest examples of a moat company as itAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, an ...
Loews Corporation to Release Third Quarter 2025 Results on November 3, 2025
Prnewswire· 2025-10-14 22:00
公司财务报告安排 - 公司将于2025年11月3日星期一报告2025年第三季度财务业绩 [1] - 财报发布当日公司网站将发布管理层评论包括首席执行官Ben Tisch和首席财务官Jane Wang的评论 [1] - 新闻稿和管理层评论将在公司网站www loews com上公布 [1] 公司业务概况 - 公司为多元化企业业务涉及保险、能源、酒店和包装行业 [2]
Gold Rises Over 3%; Tvardi Therapeutics Shares Plunge
Benzinga· 2025-10-14 01:12
U.S. stocks traded higher midway through trading, with the Nasdaq Composite gaining around 500 points on Monday.The Dow traded up 1.38% to 46,109.34 while the NASDAQ rose 2.26% to 22,705.26. The S&P 500 also rose, gaining, 1.70% to 6,663.67.Check This Out: Top 2 Tech & Telecom Stocks That May Implode This MonthLeading and Lagging SectorsInformation technology shares jumped by 2.1% on Monday.In trading on Monday, consumer staples stocks fell by 0.7%.Top HeadlineFastenal Company (NASDAQ:FAST) shares fell 5% o ...
How Wall Street's $9B Revenue Boom Can Fund US Industrial Strategy
Forbes· 2025-10-14 00:40
Wall Street's $9B windfall fuels a Nobel-inspired $10B bet by JPMorgan to reshape the US economy.gettyA palpable sense of optimism is returning to Wall Street, as the long-dormant engine of high-stakes dealmaking roars back to life. Investment banking revenues at the financial district’s five largest institutions, JPMorgan Chase, Bank of America, Citigroup, Goldman Sachs and Morgan Stanley, which will be announced later this week, are poised to break through the $9 billion threshold in the third quarter for ...