Third Point相信特朗普的政策將推動美國的生產力和市場,支持某些行業。他們警告稱,在"藍色席捲"下可能會面臨高稅收和過度監管,潛在抑制增長。
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Dan Loeb的Third Point表示,特朗普的勝選將推升市場,促使基礎建設支出增加。
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台積電周四宣布,截至9月底的季度凈利潤大幅增長54%,達到新台幣3253億(101億美元),超出預期。該公司還預測第四季營收將在261億至269億美元之間,超出了249億美元的預測。
在第三季度,3奈米晶圓出貨收入佔總收入的20%,而5奈米和7奈米技術...
在第三季度,3奈米晶圓出貨收入佔總收入的20%,而5奈米和7奈米技術...
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Tobacco settlements may hurt companies' financials and stocks. American Express's forecast dip might worry investors. Procter & Gamble's sales drop could dent confidence. SLB sees spending caution, posing revenue risks.
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Analysts predict a brighter future for Goldman Sachs with revised EPS estimates. Stable price targets hint at sustained long-term value despite optimistic earnings revisions.
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Gravity's declining ROCE and inefficient capital usage suggest a loss of competitive edge, despite a 110% surge in stock prices. Current fundamentals advise caution against investing now.
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Market optimism for Fidelity National Information Services may overshadow slower EPS growth, hinting at high expectations and potential volatility. Investors advised to exercise caution, noting discrepancy and warning signs.
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MaxLinear's continued revenue decline and profit struggles signal a bleak future. Insider buys offer hope, but fundamentals and market trends suggest dim prospects for quick recovery.
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市場對於cambium networks持續懷疑,因預測成長受到股價和營業收入下滑的影響,凸顯潛在風險。
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小 i的低銷售額比率表明投資者對其未來增長持謹慎態度,抑制了估值。儘管營業收入增加,市場情緒仍持懷疑態度,反映對即將到來的驚喜感到懷疑。
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