️Macro Alpha Analytics
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欢迎加入 【Macro Alpha Analytics】 ⚖️ 法律声明 : 📌 分享性质: 本群所有观点纯属个人意见分享,不构成买卖建议 (No Buy/Sell Recommendation)。 📌 专业咨询: 在做出任何投资决定前,请务必咨询专业持牌理财顾问或您的股票经纪。 📌 责任豁免: 阁下须对自身的财务决策负全责。本群不对任何投资亏损、交易风险或决策后果承担任何法律责任。 ⚠️ 风险提示: 市场波动无常,投资需根据自身财务承受能力审慎操作。
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Novo Nordisk (NYSE:NVO) stock fell 3.5% and Eli Lilly (NYSE:LLY) shares dropped 3% in after-hours trading Thursday following comments from President Trump regarding potential price reductions for popular weight loss medications.
🚨 美银行股暴跌!汽车业破产余震引爆信贷恐慌
两家汽车相关公司破产,把银行股也拖下水!😱
🏦 Zions Bank 爆出加州两笔坏账,第三季亏 5000万美元,股价暴跌 12% 🔻
💼 Western Alliance 起诉 Cantor Group 涉嫌贷款欺诈,股价也跌 11% 🔻
💣 Jefferies 曝险破产车企 First Brands,股价再挫 9%,短短几周已蒸发超过 20% 🔻
区域银行指数暴跌 5.8%,S&P 500 也被拖下 1%。华尔街开始担心,是不是又有新一轮「信贷地雷」要爆?
🗣️ JPM 大佬 Jamie Dimon 放话:
看到一只蟑螂,就代表还有更多” (暗指 First Brands、Tricolor 可能只是冰山一角🐜)摩根大通自己也认亏 1.7亿美元,市场开始重新审视所谓「稳健」的信贷结构。
TSMC hits yet another record as profit surges 39%, beating estimates on AI chip demand surge
https://www.cnbc.com/2025/10/16/tsmc-hits-yet-another-record-as-profit-surges-39percent-beating-estimates-on-ai-chip-demand-surge.html
MOT to take action against MAHB over repeated KLIA aerotrain failures https://share.google/4wDKLesTJHNVRSehY
稀土- 中国王牌 🎰
从 F-35 战斗机的雷达系统,到特斯拉电动车的驱动马达,再到 ASML 光刻机里的精密磁铁,如今几乎所有尖端工业领域,都需要稀土
Trump says Modi has assured him India will not buy Russian oil | FMT
https://www.freemalaysiatoday.com/category/business/2025/10/16/trump-says-modi-has-assured-him-india-will-not-buy-russian-oil
+2
Salesforce周三表示,预计2030年的营收将超过600亿美元,高于华尔街的预期。其股价盘后一度大涨近5%。
该公司预计,在人工智能推动下,2026至2030财年,其营收的有机年增长率将超过10%。
亚马逊创始人杰夫·贝佐斯在该公司的持股比例已降至10%以下,他在周二提交给美国证券交易委员会(SEC)的文件中披露,在过去一年抛售了逾1亿股亚马逊股票后,他目前持有该公司约9%的流通股。
ASML reported net bookings in the third quarter of 5.4 billion euros ($6.27 billion), up 105% from the same period last year.
For full-year 2025, ASML sees sales rising 15% year over year, with a gross profit margin of about 52%.
However, it expects sales to decline significantly in China.
ASML Stock Rises On Strong Orders, 2026 Outlook | Investor's Business Daily
https://www.investors.com/news/technology/asml-stock-q3-2025-earnings-report/
Breaking: India will stop buying Russian oil and willing to buy $15 billion on US oil amid trade talks
