2025-01-17 18:01:04The Ibovespa rose 0.9% to close at 122,350 on Friday, securing the São Paulo exchange a weekly gain of 2.9% as global sentiment improved, with investors weighing the Federal Reserve’s potential for further rate cuts this year, supported by softer-than-expected core inflation, PPI, and weak retail sales data. Additionally, stronger-than-expected fourth-quarter GDP figures from China, reflecting robust economic growth that met the government’s 5% annual target, lifted Chinese demand-linked equities such as Vale, which climbed 2.7%, along with meat processors JBS and BRF, gaining 1.2% and 1.7%, respectively. Meanwhile, most major banks traded in negative territory, except for Itaúsa, which rose 0.8% following an upgraded "buy" recommendation from UBS BB, highlighting its attractive valuation, solid profitability with a projected ROAE of 23-24%, and a double-digit dividend yield estimated at BRL 32 billion for 2025.
2025-01-17 13:17:021月17日,哔哩哔哩(以下简称“B站”)在上海举办2025 AD TALK营销伙伴大会,公布今年的广告策略方向等信息。B站商业技术中心总经理李勇保介绍,2025年B站将强化AIGC、深度转化、自动广告等三大能力。B站商业产品与运营策略中心总经理张伊表示,在流量侧,B站将正式推出“B小程序”,目前已面向游戏领域的客户进行内测,下一步,B小程序还将开发短剧、小说等功能板块。此外,B站将为广告主提供与UP主联创的花火商单整合营销服务,并将这项服务产品化。
2025-01-17 08:38:04The STOXX 50 rose 0.4% on Friday, extending its rally for a third consecutive session and reaching levels not seen since 2000, while the STOXX 600 gained 0.4%, climbing to its highest point since October. Optimism has been fuelled by lower-than-expected core inflation in the US and cooling inflation in the UK, which bolstered hopes that major central banks, particularly the Fed, have room to continue cutting interest rates this year. Additionally, China's economic growth exceeded expectations, meeting Beijing's 2024 growth target of 5%. Meanwhile, the mining sector outperformed after Bloomberg reported that Glencore (3.2%) had engaged in discussions with Rio Tinto (1.5%) to explore what could become the largest merger in the industry. On the corporate front, Anheuser-Busch (+2%), Fresenius (+1.9%), Sanofi (+1.7%), and RWE (+1.5%) were among the top performers, while ASML Holding (-0.9%) and SAP (-0.4%) lagged. For the week, the STOXX 50 surged 2.8%, and the STOXX 600 climbed 2.1%.