Category Archives: Health Care & Medical

BRIC is dead Brazil, Russia’s economic recession deepened 江北第一才子

BRIC is dead: Brazil, Russia’s economic recession further deepened, the BRIC is dead, "golden hook Market" long live, when the BRIC countries (BRICs) scenery is no longer, and a group of emerging market portfolio is about to rise. The concept of "BRIC" was first proposed by Jim O’neal (Jim O ‘Neill), then chief economist of Goldman Sachs in 2001. He believes that Brazil, Russia, India and China will become a powerful economic engine led by emerging markets and unstoppable. However, as the economic recession in Brazil and Russia deepens further, the BRICs are beginning to fall apart. In the second half of last year, Goldman closed its BRICs fund, which has shrunk from $800 million at the end of 2010 to $100 million. However, fund managers in emerging markets have found a substitute for the "TICKs". China and Taiwan, which rely heavily on technology, are relying on commodity Brazil and Russia to squeeze out the "BRICs", and re form the "gold hook" market with mainland China and India". The new array reveals the changing nature of emerging markets and the world: services, especially technology, are leading the global economy, while physical goods, especially commodities, are in retreat. Science and technology says that the BRICs are no longer the engines that drive the growth of emerging markets. Now, a new order has emerged." Steven Holden, founder of Copley Fund Research Steven (Copley Holden), said. The company manages $230 billion worth of assets and tracks the movements of 120 emerging market equity funds. "Technology is booming, and now investing in emerging markets is actually investing in consumers. I don’t think many people are aware of the new trends in emerging markets. They think about Brazil, Russia, raw materials, large energy companies. In fact, the situation has changed a lot." The investment management company Baillie Gifford emerging markets equity department head Richard Snel (Richard Sneller) added: "in many emerging markets, young consumers adapt to the rate of technological change in e-commerce and online shopping and other fields, much faster than the United states." JP Morgan asset management department, emerging market customer portfolio business chief manager Luke Ricci DELL (Luke Richdale) also said: "we see, China’s technology field is undergoing enormous changes."." According to Copley foundation research firm, the average investment weight of emerging market equity funds in the gold market is nearly 54% (compared with 40% in April 2013), while the investment weight of BRIC countries is always hovering at 40%~45%. It is worth noting that most of the fund’s investment in China’s weight has risen sharply. On

金砖已死:巴西俄罗斯经济衰退进一步加深   金砖已死 “金勾市场”万岁   当金砖国家(BRICs)风光不再时,又一群新兴市场组合即将兴起。   “金砖”这一概念最早是在2001年由时任高盛首席经济学家吉姆・奥尼尔(Jim O’Neill)提出。他认为,巴西、俄罗斯、印度和中国将成为一股由新兴市场所领导且势不可挡的强力经济引擎。   然而,随着巴西和俄罗斯面临的经济衰退进一步加深,“金砖国家”的说法也开始土崩瓦解。去年下半年,高盛关闭了其金砖国家基金,该基金的资产规模从2010年年底的8亿美元高位一路缩水,仅剩1亿美元。   不过,新兴市场的基金经理找到了替代品――“金勾市场”(TICKs)。经济上极为依赖技术的中国台湾和韩国将依赖大宗商品的巴西和俄罗斯挤出了“金砖”,与中国大陆及印度重新组成了“金勾市场”。   这种新的排列组合透露了新兴市场以及整个世界瞬息万变的本质:如今引领全球经济的是服务业,尤其是技术行业,而实体商品,尤其是大宗商品的交易则处于消退之中。   科技说了算   “金砖国家已经不再是驱动新兴市场经济增长的引擎。现在,新秩序已经出现了。”科普利基金研究公司(Copley Fund Research)创始人史蒂文・霍尔登(Steven Holden)表示。这家公司管理着总计2300亿美元的资产,并追踪着120只新兴市场股票基金的动向。   “科技大行其道,现在投资新兴市场,其实就是在投资消费者。我认为,许多人都没有意识到目前新兴市场的全新动向。他们脑子里想的还是巴西、俄罗斯、原材料、大型能源公司。实际上情况已经发生了很大的改变。”   投资管理公司Baillie Gifford新兴市场股权部门负责人理查德・斯奈勒(Richard Sneller)补充道:“在许多新兴市场,年轻的消费者在电子商务和在线购物等领域适应技术变化的速度,要比美国快得多。”   摩根大通资产管理部门新兴市场客户投资组合业务首席经理卢克・里奇戴尔(Luke Richdale)也表示:“我们看到,中国的技术领域正在发生翻天覆地的大变化。”   据科普利基金研究公司的数据,新兴市场股票基金在“金勾市场”的平均投资权重近54%(相较之下,2013年4月时这一数字为40%),而对金砖国家的投资权重则始终徘徊在40%~45%。值得指出的是,大部分基金对中国的投资权重都出现了大幅攀升。      截至去年12月,有63%的新兴市场股票基金至少有半数资产投资于“金勾市场”,对金砖国家进行类似比例投资的基金则仅占10%。   摩根大通、北欧银行和瑞典银行等机构旗下部分基金对中国台湾和韩国市场的投资权重至少有35%,而富达(Fidelity)等机构管理的产品中,对巴西和俄罗斯的投资仅占3%或以下。   结构性变化还是周期性变化?   在连续三年大幅增加对技术行业的持股之后,一般新兴市场股票基金对中国IT行业的投资权重已经直追对该国金融部门的投资。去年MSCI将其新兴市场指数扩充,纳入如阿里巴巴、百度等在海外上市的公司,这一举动更进一步助推了上述趋势。   科普利公司追踪的120只基金中,大多数基金都持有中国台湾芯片制造商台积电和韩国的三星电子这两只股票。“这两家公司都是全球性的企业,是寡头行业中的领头羊或在行业中占据领先优势。”斯奈勒表示。他还持有中国台湾的鸿海精密(即富士康)股票,部分原因是期望该公司最大的客户苹果公司一旦决定强势进军汽车行业,会向鸿海精密采购汽车零部件。   霍尔登表示,许多基金经理都在主动做出选择。“他们正果断地加大科技股投资。”   一个悬而未决的问题是,这一趋势反映了某种潜在的结构性变化,还是纯周期性的变化?   在21世纪最初几年的互联网繁荣中,中国台湾是MSCI新兴市场指数中权重最大的地区,之后大宗商品的超级周期便开始了。而导致这一现象产生的巴西所占据的权重则从2008年7月17.6%的高位骤跌至5.2%。   摩根大通的里奇戴尔认为是两者皆有:“确实存在着潜在的结构性变化,然而,新兴市场的股市本身也是周期性的。”   斯奈尔也承认其中有一些周期性因素,不过,他认为,结构性因素也起到了一定的作用,比如,在中国,在线购物可能会比美国占据更加主导的地位。“中国的三线城市中并没有太多的时髦商城可逛。再者,中国人相当珍视自己的时间。当你可以用很短的时间在网上完成购物时,为什么还要在二流商场中浪费时间呢?” 进入【新浪财经股吧】讨论相关的主题文章:

Oil prices closed higher on the OPEC protocol is expected to boost 奢香夫人演员表

Oil prices closed higher Monday OPEC agreement is expected to boost U.S. stock market center: exclusive national industry sector stocks, premarket after hours, ETF, real-time quotes Sina warrants Stocks – 20 am Beijing time, crude oil futures prices closed higher Monday. Venezuela says OPEC and non OPEC members will soon reach an agreement to stabilize global crude oil supply to support oil prices. The military clash at the weekend in Libya, Africa, also pushed oil prices up. New York Mercantile Exchange West Dezhou medium crude (WTI) futures prices in October rose 27 cents, or 0.6%, to close at 43.30 U.S. dollars a barrel. Brent crude futures on November for the London Intercontinental Exchange rose 18 cents, or 0.4%, to settle at $45.95 a barrel. According to Reuters, Venezuelan President Maduro said on Sunday, the organization of Petroleum Exporting Countries (OPEC) and non OPEC countries "close" to a stable oil market agreement, and said he hopes to announce the agreement this month. Algeria’s state news agency APS said on Sunday, said OPEC Secretary General Barkin to visit the country, members of the OPEC informal meeting in Algiers this month to reach a consensus, will be held a special meeting to discuss the price. Barkin said he was optimistic about the 26-28 meeting in Algeria on September. He previously said that the discussions between OPEC and non OPEC oil producers in Algiers would be counseling and would not make major decisions. Algerian Energy Minister Noureddine Bouterfa said last week that a consensus is necessary for the oil market stable OPEC and non OPEC oil producers, and has been pushing oil prices remain at around $50-60. Editor in chief: Zhangjun SF065

油价周一收高 OPEC协议预期提振 美股行情中心:独家提供全美股行业板块、盘前盘后、ETF、权证实时行情   新浪美股讯 北京时间20日凌晨,原油期货价格周一收高。委内瑞拉表示OPEC与非OPEC成员国即将达成稳定全球原油供应的协议,令油价得到支撑。   非洲国家利比亚周末发生的军事冲突同样推动油价上涨。   纽约商品交易所10月份交割的西德州中质原油(WTI)期货价格上涨27美分,或0.6%,收于每桶43.30美元。伦敦洲际交易所11月交割的布伦特原油期货价格上涨18美分,或0.4%,收于每桶45.95美元。   据路透社报道,委内瑞拉总统马杜罗周日表示,石油输出国组织(OPEC)与非OPEC国家“接近”达成一项稳定油市的协议,并称他希望本月内就可宣布该协议。   阿尔及利亚国家通讯社APS周日报导称,OPEC秘书长巴尔金都访问该国时表示,OPEC成员国在本月阿尔及尔的非正式集会若达成共识,将可能召开特别会议讨论油价。   巴尔金都表示,他对9月26-28日在阿尔及利亚的会议感到乐观。他先前曾说,OPEC与非OPEC产油国在阿尔及尔的讨论将是谘商,不会做出重大决议。   阿尔及利亚能源部长Noureddine Bouterfa上周称,OPEC和非OPEC产油国对于稳定油市的必要性有共识,并一直推动让油价维持在50-60美元左右。 责任编辑:zhangjun SF065相关的主题文章:

Sichuan Changhong’s New Energy Company listed on the new board Sohu stock 四川理工学院校徽

Sichuan Changhong’s New Energy Company listed on the new board – Sohu securities Xinhua Chengdu February 23rd news (reporter Hu Xu) Sichuan Changhong 22 evening announcement, the holding of Zigong Changhong new energy Polytron Technologies Inc was recently listed on the new board, transfer to the transfer agreement. At present, Sichuan Changhong holds 49 million of its shares, equity ratio of 85.33%. According to Changhong new energy in the new board of information disclosure, which is mainly engaged in environmental protection and green related stock movements, high energy alkaline manganese battery research and development, production and sales. The current annual output of alkaline batteries only about 1 billion, the scale of production in the industry before the three level, and is Japan Europe and the world advanced enterprises near alkaline manganese battery. The company is also in the development of solar energy applications in areas such as new business. Data show that as of December 31, 2014, Changhong new energy total assets, operating income, net profit was 363 million 890 thousand yuan, 459 million 850 thousand yuan and 26 million 430 thousand yuan, corresponding in Sichuan Changhong accounted for 0.60%, 0.77% and 9.88%. Visible, although Changhong new energy assets and revenues is unremarkable in Sichuan Changhong big plate, but its profitability has a great influence, especially in Sichuan Changhong 2015 annual performance losing nearly 2 billion yuan in the case. In addition, according to the Sichuan Changhong 2015 semi annual report, as of June 30, 2015, the company holds the other listed companies include: 24.88% MeiLing / MeiLing Anhui B shares, 28.81% shares and 82.64% of Huayi compression, Jiahua holdings. Sichuan Changhong said in the announcement in October 27th of last year, Changhong New Energy listed on the new board, to increase the liquidity of the assets of the company, enhance the company’s asset value. Author: Hu Xu from Xinhua News Agency)

四川长虹旗下新能源公司挂牌新三板-搜狐证券   新华社成都2月23日专电(记者胡旭)四川长虹22日晚间公告披露,其控股自贡市长虹新能源科技股份有限公司近日获准在新三板挂牌,转让方式为协议转让。目前四川长虹持有其4900万股股份,股权比例为85.33%。  根据长虹新能源在新三板披露的信息,其主要从事绿色、环保 相关公司股票走势 、高能碱锰电池的研发、生产及销售。目前可年产碱性电池10亿只左右,生产规模处于行业前三水平,并正向日本、欧美等世界先进碱锰电池企业靠近。该公司同时也在发展太阳能应用等领域的新业务。  资料显示,截至2014年12月31日,长虹新能源资产总额、营业收入、净利润分别为36389万元、45985万元和2643万元,相应在四川长虹中的占比分别为0.60%、0.77%和9.88%。可见,尽管长虹新能源的资产和营收在四川长虹的大盘子中并不起眼,但其盈利能力却有相当影响,尤其是在四川长虹2015年度业绩预亏近20亿元的情况下。  此外,根据四川长虹2015年半年度报告,截至2015年6月30日,公司持有的其他上市公司股权还包括:24.88%的美菱电器/皖美菱B股份,28.81%的华意压缩股份,以及82.64%的佳华控股股份。  四川长虹曾在去年10月27日的公告中表示,长虹新能源在新三板挂牌后,有利于增加公司资产的流动性,提升公司资产价值。  作者:胡旭来源新华社)相关的主题文章:

所以从根本上说 炮灰嫡女翻身记

Google will close Play Store Education Edition blame Android tablet Suck – Sohu technology about two years ago, Google released a version of the Play education Store, namely Play for Education project, in order to take Android tablet computer to school. But for a long time on the news are not many, until today — Google announced its closure. Google said that the sale of Play for Education in March 14th. It is reported that Google will continue to support the existing Play for Education tablet computer users, until their demise. Apparently Play for Education failed, but Google is not bad news. Google introduced the purpose of the project is in the American education promotion Android tablet computer. However, this does not allow the Android tablet computer in the position in the market how to improve, but gave a Chromebook notebook computer assists, which occupies an important share in the education market. This also caused the apple and Microsoft concerns, Google is also committed to improving the performance of ChromeOS. So basically, Google currently focus in the education market is Chrome — not the Android tablet — so also no longer need to Play for Education. Via The Verge

谷歌将关闭教育版Play Store 都怪安卓平板不给力-搜狐科技      大约两年前,谷歌发布了一个教育版的Play Store,即Play for Education项目,以期将Android平板电脑推向学校。但一直以来关于其的消息都不多,直至今日――谷歌宣布要将其关闭。谷歌表示,将在3月14日停售Play for Education授权。   据悉,谷歌仍继续支持现有的Play for Education用户,直到他们的平板电脑寿终正寝。   显然Play for Education是失败了,但对谷歌来说并不是坏消息。谷歌推出该项目的目的,是在美国教育界推广Android平板电脑。但是,这没有让Android平板电脑在市场中的地位有多大提升,反而给了Chromebook笔记本电脑一个助攻,后者在教育市场占有重要份额。这还引起了苹果和微软的担忧,而谷歌也致力于改善ChromeOS的性能。所以从根本上说,谷歌目前在教育市场的重点是Chrome――而不是安卓平板――因此也不再需要Play for Education了。   via The Verge相关的主题文章:

Target price 遵义师范学院锦程网

JP: the rise in price of silver worth on the Bo make rating target price of sina App: Live on-line blogger to guide Sina Hong Kong APP: real time market exclusive reference stocks also worth the investment? What’s the problem? Where is the future? Sina launched the "Hong Kong Hong Kong stocks as well as unattractive" discussion, with a rational and constructive attitude, welcome attention to Hong Kong stocks, concern of the capital market, Hong Kong stocks together for suggestions, seek the Hong Kong stock market tomorrow. Please to hkstock_biz@sina. JP Morgan issued a report that a more cautious attitude on bank stocks, in the past three months the average price of bank shares rose 20%, outperform the Hang Seng Index by 4 percentage points, the average value of P B by 0.6 times up to 0.8 times, mainly due to bad loans caused by slowing. However, JP Morgan believes that the bank stocks structural problems still exist, compared with that in 2015, the first half of corporate leverage rises and the mismatch of resources this year is more serious; bad loans or slowdown will end by 2017, real interest rates will be flat, but no longer fell sharply; in the property market policy for macro growth uncertainty. MOZAT on bank stocks the latest investment rating and target price of shares? Investment rating? Target price (HK $) industrial and Commercial Bank (01398.HK)? Overweight? 6.15 Yuan Construction Bank (00939.HK)? Overweight? 7.80 yuan bank of China (03988.HK)? Overweight? 4.80 Yuan China Merchants Bank (03968.HK)? Overweight? 25 Yuan Agricultural Bank (01288.HK)? Overweight -> neutral? 3.70 yuan CITIC Bank (00998.HK)? Neutral? 5.40 yuan bank of Communications (03328.HK)? Reduction? 5.50 yuan Minsheng Bank (01988.HK)? Reduction? 7.50 yuan heavy Agricultural Bank of China (03618.HK)? Reduction? 4.25 yuan bank of Huizhou merchants (03698.HK)? Neutral ->? Reduction? 3.85 yuan to enter Sina Finance shares bar discussion

摩通:内银股价上升后不值博 对其作出评级目标价 新浪财经App:直播上线 博主一对一指导 新浪港股APP:实时行情 独家内参   港股还值不值得投资?出现了什么问题?未来出路在哪里?新浪港股发起“港股还有没有吸引力”大讨论,以理性、建设性的态度,欢迎关注港股、关注资本市场的人士,一起为港股建言献策,共谋港股市场的明天。来稿请至hkstock_biz@sina 。   摩根大通发表报告指,对内银股持更审慎态度,过去三个月内银股平均股价上升20%,跑赢恒指4个百分点,平均P B值由0.6倍回升至0.8倍,主要由於不良贷款减速所致。不过,摩通认为,内银股结构性问题仍然存在,相对於2015年,今年上半年企业杠杆上升及资源错配问题更为严重;不良贷款减速趋势或将完结,因2017年实际利率将持平,而不再急剧下跌;近日楼市政策为宏观增长带来不明朗因素。   摩通对内银股最新投资评级及目标价   股份?投资评级?目标价(港元)   工商银行(01398.HK)?增持?6.15元   建设银行(00939.HK)?增持?7.80元   中国银行(03988.HK)?增持?4.80元   招商银行(03968.HK)?增持?25.00元   农业银行(01288.HK)?增持->中性?3.70元   中信银行(00998.HK)?中性?5.40元   交通银行(03328.HK)?减持?5.50元   民生银行(01988.HK)?减持?7.50元   重农行(03618.HK)?减持?4.25元   徽商银行(03698.HK)?中性->减持?3.85元 进入【新浪财经股吧】讨论相关的主题文章: