地缘政治紧张局势使原油价格维持高位,全球科技股抛售潮抹去数十亿美元市值。与此同时,内阁批准了一份巨额军舰建造合同,零售商Trent因运营表现强劲而上涨,苏兹隆能源因季度财报触及年低。分析师如何看待亚洲涂料利润率的变化?早上好!
Geopolitical tensions keep crude elevated as a global technology rout erases billions in market value. Meanwhile, the cabinet cleared a massive warship building contract, retail firm Trent rallied on strong operational performance, and Suzlon touched a yearly low on quarterly earnings. Find out how analysts view shifting profit margins for Asian Paints. Good morning!
油价维持高位,布伦特原油交易价格高于每桶115美元,市场正在评估美国可能对伊朗发动新一轮军事打击的可能性。
Oil prices remain elevated, with Brent crude trading above $115 a barrel as markets assess the possibility of renewed US military strikes on Iran.
全球市场还面临另一个担忧:科技股出现剧烈抛售。包括Alphabet、ServiceNow和Fortinet在内的公司公布令人失望的季度业绩和谨慎前景,周四抹去了近6000亿美元的市值。这场抛售潮也重新引发了关于人工智能可能带来的颠覆及其对既有商业模式影响的疑问。
Global markets are dealing with another concern: a sharp selloff in technology stocks. Disappointing quarterly results and cautious outlooks from companies including Alphabet, ServiceNow and Fortinet wiped out nearly $600 billion in market value on Thursday. The rout has also revived questions about the potential disruption from artificial intelligence and its impact on established business models.
在国内方面,内阁安全委员会已批准一项4000亿卢比的提案,为印度海军建造八艘下一代护卫舰。该合同预计将与Garden Reach Shipbuilders和Goa Shipyard签署。
On the domestic front, the Cabinet Committee on Security has cleared a ₹40,000-crore proposal to build eight Next Generation Corvettes for the Indian Navy. The contract is expected to be signed with Garden Reach Shipbuilders and Goa Shipyard.
与此同时,拉胡尔·甘地质疑政府将IDBI银行出售给一家加拿大公司的决定。另外,一项新的分析探讨了风险投资投资者在支持金融科技公司之前评估的信号。
Meanwhile, Rahul Gandhi questioned the government's decision to sell IDBI Bank to a Canadian firm. Separately, a new analysis looks at the signals venture capital investors assess before backing fintech companies.
布伦特维持在每桶115美元左右;随着对美国可能对伊朗发动新一轮打击的担忧加剧,油价维持高位。油价于10月30日周五上涨,交易员权衡美国可能恢复对伊朗军事打击的迹象,这一举动可能动摇该地区并扰乱能源流动。
Brent remains around $115; Oil remains high as fears of renewed US strikes on Iran grow Oil prices rose on Friday October 30, as traders weighed signs that the US may resume military strikes against Iran, a move that could unsettle the region and disrupt energy flows.
布伦特原油在亚洲早盘交易中高于每桶115美元,报115.44美元,此前在上一交易日波动超过3美元。美国西德克萨斯中质原油(WTI)上涨0.8%,报每桶102.84美元。
Brent crude traded above $115 a barrel in early Asian trading, at $115.44, after swinging by more than $3 in the previous session. The US West Texas Intermediate (WTI) gained 0.8% to $102.84 a barrel.
全球科技与消费股遭遇抛售,周四市值蒸发近6000亿美元,相当于印度收盘时5.02万亿美元总市值的约12%。
Alphabet, ServiceNow, Fortinet rout erases $600 billion, 12% of India’s market cap A selloff in global technology and consumer stocks wiped out nearly $600 billion in market value on Thursday, equivalent to about 12% of India’s $5.02 trillion market capitalisation at the close.
Alphabet Inc.、ServiceNow Inc.和Fortinet Inc.等大公司公布的9月季度业绩令人失望,且前景展望谨慎,引发市场担忧人工智能(AI)可能冲击既有商业模式并拖累增长。
Disappointing September-quarter results and cautious outlooks from major companies, including Alphabet Inc., ServiceNow Inc. and Fortinet Inc., fuelled concerns that artificial intelligence (AI) could disrupt established business models and weigh on growth.
安全委员会批准4万亿卢比造舰计划 据报道,安全委员会(CCS)于周四(10月29日)批准了一项价值4万亿卢比的提案,为印度海军建造八艘新一代护卫舰(NGC)。
CCS clears ₹40,000 crore proposal to build warships for Navy The Cabinet Committee on Security (CCS) on Thursday (October 29) cleared a proposal worth ₹40,000 crore to build eight Next Generation Corvettes (NGCs) for the Indian Navy, reports said.
报道称,安全委员会于10月28日在总理纳伦德拉·莫迪主持下召开会议。合同预计将在几天内与加尔各答的Garden Reach Shipbuilders和Goa Shipyard Limited签署。
The CCS was led by Prime Minister Narendra Modi on October 28. The contract is expected to be signed in a few days with Garden Reach Shipbuilders, Kolkata, and Goa Shipyard Limited, the report said.
多家分析师下调亚洲油漆目标价,因利润率担忧与竞争加剧 印度最大涂料公司亚洲油漆有限公司(Asian Paints Ltd.)于周四交易时段公布9月季度业绩后,多位覆盖该股的分析师下调了目标价。
Asian Paints share price target cut by multiple analysts citing margin concerns, competition Multiple analysts covering Asian Paints Ltd., India's largest paints company, have cut their price target on the stock after its September quarter results, that were reported during market hours on Thursday.
目前有37位分析师覆盖亚洲油漆,其中20位给予“买入”评级,10位给予“持有”评级,另外7位给予“卖出”评级。
37 analysts currently have coverage on Asian Paints, of which 20 have a "buy" rating, 10 say "hold", and seven others have a "sell" rating on the stock.
Trent股价大涨6%,得益于强劲Q2运营业绩;最新目标价一览 塔塔集团零售商Trent Ltd.股价于周五(10月30日)高开逾6%,此前该公司公布的9月季度业绩显示运营表现超出分析师预期,得益于利润率扩大及其Star业务增长。金银回调延续:投资者当前应如何应对周五(10月30日),国际市场金价和银价走低,投资者正在评估美国利率前景及地缘政治局势发展。
Trent shares jump 6% after strong operational Q2 results; Check latest price targets Shares of Tata Group retailer Trent Ltd. opened with gains of over 6% on Friday, October 30, after the company reported its September quarter results, with operating performance ahead of analyst estimates, supported by margin expansion and growth in its Star business. Gold and silver correction continues: What should investors do now Gold and silver prices traded lower in international markets on Friday, October 30, as investors assessed the outlook for US interest rates and developments around geopolitical tensions.
在纽约商品交易所(COMEX),黄金期货报每盎司4017.30美元,较前一交易日收盘价4033.60美元下跌14.10美元,跌幅0.35%。
On COMEX, gold futures were trading at $4,017.30 per ounce, down $14.10 or 0.35% from the previous close of $4,033.60 an ounce.
Nifty 500指数:Vedanta Power、Vedanta Oil涨幅均超10%,Suzlon因二季度业绩触及52周新低周五(10月30日)开盘时,Vedanta Power、Vedanta Oil and Gas以及Trent是推动Nifty 500指数上涨的个股之一,而Paradeep Phosphates、eClerx Services和Suzlon Energy股价下滑。
Nifty 500: Vedanta Power, Vedanta Oil surges over 10% each, Suzlon hits 52-wk low on Q2 results Vedanta Power, Vedanta Oil and Gas and Trent were among the stocks that moved the Nifty 500 higher at market open on Friday, October 30, while Paradeep Phosphates, eClerx Services and Suzlon Energy slipped lower.
周四收盘后公布的第二季度业绩推动了大多数个股的走势。Suzlon Energy亦触及新的52周低点。
Second-quarter results, announced after market close on Thursday, drove most of the moves. Suzlon Energy also hit a fresh 52-week low.
拉胡尔·甘地质疑莫迪政府将盈利的IDBI银行出售给加拿大公司国会议员、人民院反对党领袖拉胡尔·甘地于周五(10月30日)质疑纳伦德拉·莫迪政府将盈利的IDBI银行出售给一家加拿大公司的决定。甘地主张,公共银行并非待售资产,而是建设国家的工具。卢比微升至95.22兑1美元:涨幅为何依然有限周五(10月30日),印度卢比兑美元微幅高开,报95.22,较前一交易日收盘价95.26升值4派。
Rahul Gandhi questions Modi govt's decision to sell off IDBI Bank to Canadian firm Congress MP and Leader of the Opposition in the Lok Sabha, Rahul Gandhi, on Friday (October 30) questioned the Narendra Modi government's decision to sell off the profitable IDBI Bank to a Canadian firm. Gandhi asserted that public banks are not assets to be sold off; they are tools to build the nation. Rupee edges higher to 95.22 against dollar: Why the gain remains limited The Indian rupee opened marginally higher at 95.22 against the US dollar on Friday (October 30), compared with its previous close of 95.26, gaining 4 paise.
这波微弱升值发生在美元回落和美国国债收益率下降之际。然而,原油价格新一轮飙升引发对印度进口账单和美元需求的担忧,限制了卢比的涨幅。风投在押注金融科技公司前关注的隐性信号Beams Fintech Fund创始人兼管理合伙人Sagar Agarvwal撰文指出,金融科技领域的长久价值将不来自快速获客或密集的合作伙伴关系,而来自于理解客户、审慎部署资本以及建立负责任地管理增长的体系。
The marginal appreciation comes amid a retreat in the US dollar and a decline in US Treasury yields. However, the rupee's gains remain limited as a fresh surge in crude oil prices raises concerns over India's import bill and demand for dollars. The hidden signals VCs look for before betting on a fintech company Lasting value in fintech will come not from rapid customer acquisition or a flurry of partnerships, but from understanding customers, deploying capital prudently and building systems to manage growth responsibly, writes Sagar Agarvwal, Founder & Managing Partner, Beams Fintech Fund.
德里记录四年来最冷十月夜间气温 降雨致积水影响交通周四夜间,德里记录了四年来最冷的十月夜间气温,隔夜降雨持续到周五上午,导致气温进一步下降,首都多处出现积水。
Delhi records coldest October night in four years as rain lashes capital; traffic hit by waterlogging Delhi recorded its coldest October night in four years on Thursday, even as overnight rain continued into Friday morning, bringing a further drop in temperatures and leaving several parts of the capital waterlogged.
降雨扰乱了交通流,视频显示哈兹拉特·尼扎穆丁火车站和贾米亚·米利亚·伊斯兰尼亚大学周边道路被雨水浸透。
The showers disrupted traffic movement, with videos showing rain-soaked roads around Hazrat Nizamuddin railway station and Jamia Millia Islamia.