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疯狂道具h文做到失禁 - 成人娱乐产业的崛起与影响
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热点栏目自选股数据中心行情中心资金流向模拟交易客户端

  永达汽车(03669)发布公告,于2025年4月24日该公司斥资225.22万港元回购95万股,回购价格为每股2.34-2.38港元。

  高盛策略师表示,日元是短期对冲澳元,长期对冲美元风险的好货币。

  策略师KarenReichgottFishman和StuartJenkins在周四的一份报告中写道,美元/日元在未来12个月应会跌至135,风险倾向于“更早”达到这一水平或更低。

  他们表示,日元/美元成为一种有效的对冲工具,因为美元将解除近年来高估的局面,很有可能会转为低估;“如果美国像我们目前预期的那样能避免经济衰退,或许堪堪避过”,那么它的表现应该会优于其他日元交叉汇率。

  高盛称,战术性做空澳元/日元,因股市风险偏向下行,且美元抛售的速度使得该货币对面临战术性波动的风险。

  特斯拉公司公布了多年来最差季度业绩,但其向华尔街宣扬的非正式指标则要更好一些,因为后者剔除了加密货币持仓价值下降的影响。

  这会对该公司的非通用会计准则(GAAP)盈利构成约12%的提振。再剔除掉大幅增长的股权薪酬成本,这家电动汽车制造商公布的调整后收益达到其正式净利润数字的逾两倍 ——从约4亿美元变成约9亿美元。

  美国证券交易委员会(SEC)会评估企业的补充财报,以确保指标不被美化,而且之前审查过企业的类似行为。2024年4月,SEC要求比特币矿商MarathonDigitalHoldingsInc.在其业绩报告中剔除加密货币持有价值对非正式利润指标的提振作用。Marathon同意听从SEC的指示。

  特斯拉从其非GAAP收益中剔除的加密资产损失为9,700万美元,而数字资产并不是特斯拉业务的重要组成部分。埃隆·马斯克曾在2021年宣布,该公司会购买加密货币,但在一年后又卖出了大部分。

  SEC通常会关注补充收益指标的一致性。当加密货币价值在2024年底上涨时,特斯拉公布了约6亿美元的获利,并将其留在了非GAAP收益中。

  会计分析师OlgaUsvyatsky表示,如果下个季度比特币价格飙升,SEC可能会审查特斯拉的报告方式。

  “如果他们在比特币上涨的一个季度突然取消调整,那就会招来麻烦,”Usvyatsky说。

知情人士透露,在日本债市普遍陷入困境之际,BalyasnyAssetManagement聘请了顶尖日元利率投资组合经理之一RonChoy,提供的薪酬方案约为3000万美元。

一位知情人士表示,他料将于10月开始担任投资组合经理,并向亚洲宏观主管JayHew汇报。因讨论未公开信息,知情人士不愿具名。

根据他的领英个人资料,原先担任BlueCrestCapitalManagement高级投资组合经理的Choy本月稍早离职,他在MichaelPlatt旗下这家公司任职近八年。

Choy和Balyasny的代表拒绝发表评论,BlueCrest的发言人也没有回应评论请求。

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