高盛:市场趋势逆转将有利于美国市场表现落后的消费股
高盛策略师表示,由于低广度增大了趋势逆转的风险,此前掉队的美国消费股可能蕴含投资机会。Ben Snider领导的团队表示,如果动量股走势逆转,则可能发生领涨股下跌,或者落后股追赶的情况。向担心增长前景继续恶化导致股价向下“靠拢”的投资者推荐一些防御型股票,包括泰森食品和Kroger,高盛称相比同行,它们股价波动率低,自由现金流收益率高。(财联社)
持续追踪国内外重要财经与资本事件。
高盛策略师表示,由于低广度增大了趋势逆转的风险,此前掉队的美国消费股可能蕴含投资机会。Ben Snider领导的团队表示,如果动量股走势逆转,则可能发生领涨股下跌,或者落后股追赶的情况。向担心增长前景继续恶化导致股价向下“靠拢”的投资者推荐一些防御型股票,包括泰森食品和Kroger,高盛称相比同行,它们股价波动率低,自由现金流收益率高。(财联社)
Even Healthcare reaches a $300 million valuation in a Khosla Ventures-led round as it plans to expand its hospital network in India.
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Listed home services major Urban Company’s board approved a proposal to raise up to ₹2,500 Cr yesterday, seeking to shore…
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Flipkart-owned travel platform Cleartrip’s net loss widened 28.1% YoY to ₹805 Cr in FY26 from ₹628.4 Cr in FY25, as…
阿根廷2026年上半年贫困人口比例回升至32.3%,第二季度GDP环比下降0.6%,制造业承压;尽管米莱政府将年通胀率从2023年末的200%以上降至2026年初约32.5%并实现财政盈余。经济学家罗沛思认为,米莱的新自由主义稳定方案未解决生产结构失衡,可能加速去工业化,拉美右转与地缘政治、新自由主义社会后果及进步派未兑现承诺有关。
当地时间10月17日,国际货币基金组织(IMF)总裁克里斯塔利娜·格奥尔基耶娃在泰国曼谷举行的2026年秋季年会总结发言中表示,本次会议围绕全球经济韧性、人工智能发展及其风险、全球经济分化等议题展开深入讨论,并达成三项核心共识。格奥尔基耶娃指出,人工智能已成为推动经济增长的重要动力,但过度依赖单一增长引擎也会带来风险。当前全球经济韧性的基础正面临挑战。其次,全球经济分化日益加剧。未能参与人工智能价值链的国家,以及受到战争冲击的能源进口国,正面临更大的发展压力,全球经济增长红利尚未得到均衡分享。第三,人工智能发展迅速,当下的政策选择将深刻影响其未来发展方向。各方普遍认为,在充分释放人工智能发展红利的同时,也需要建立必要的防护机制,管控相关风险,并加强政府、企业及国际机构之间的合作。格奥尔基耶娃表示,本次年会期间,IMF从10个合作方获得了超过1亿美元的能力建设新增资金承诺,这些资金将用于帮助各国提升政策能力、增强经济韧性。(央视新闻)
Online travel aggregator ixigo swung to a consolidated net profit of ₹63.4 Cr in the September quarter of FY27 from…
10月16日,纽约联邦储备银行公布的一级交易商名单显示,NatWest Markets Securities Inc.已退出该名单,调整自当日起生效。一级交易商是纽约联储实施货币政策时的交易对手方,须持续参与公开市场操作、提供市场信息与分析、参与美国国债发行拍卖,并在纽约联储代表外国官方账户进行交易时提供合理的市场报价。此次调整后,名单中还包括摩根大通、花旗、高盛、摩根士丹利、美国银行、德意志银行等机构。(界面)
Sixteen years since FirstCry began its journey, what began as a kidswear marketplace has spawned a massive multi-channel ecommerce and…
Amid intense competition in the quick home services market, Snabbit incurred a net loss of ₹167.8 Cr in the financial…
OMass Therapeutics, a UK BioTech company developing small molecule therapeutics against highly validated target ecosystems, announced an oversubscribed €275 million (£230 million) Series C round. The round was co-led by new investors Bain Capital Life Sciences, Forbion and Novo Holdings, with additional participation from Janus Henderson Investors, SV Health Investors and Jefferson Life Sciences. Each […] The post Oxford spin-out OMass Therapeutics lands €275 million to bring novel small-molecule therapies closer to patients appeared first on EU-Startups.
Any founder who has raised money knows what investor due diligence feels like from the receiving end. The questions about the model, the customer contracts, the gap in your CV, the calls to people you worked with years ago. Investors do that work because they are making a long-term bet on your abilities. However, the […] The post OPINION: How founders can stop wasting time on fundraising appeared first on EU-Startups.
Consumer service brand Urban Company’s net loss has widened 208% YoY to ₹182.5 Cr in the Q2 FY27 from ₹59.3…
Microbiotica, a British clinical-stage biopharma company developing a pipeline of orally-dosed, precision microbiome medicines, today announces the first close of a €42 million (£36 million) Series C financing. The financing was led by British Business Bank, with participation from Tencent, IP Group, Cambridge Innovation Capital, Flerie Invest, and Seventure Partners. All existing Series B investors […] The post New treatment for inflammatory bowel disease lands Microbiotica €42 million appeared first on EU-Startups.