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消电大涨,富士康新动作,耐人寻味!
Sou Hu Cai Jing· 2025-07-03 19:27
Group 1 - Industrial Fulian's market capitalization reached 462.3 billion, while Lens Technology surged by 11.4%, indicating a collective rise among major consumer electronics stocks [1] - Foxconn Technology Group has requested hundreds of Chinese engineers and technicians to leave its iPhone factory in India, impacting Apple's production expansion efforts in the region [2][3] - Despite Foxconn and Apple expressing optimism about manufacturing in India, challenges such as poor business environment and frequent power outages may hinder further investment in the country [3][4] Group 2 - The PCB, semiconductor components, and consumer electronics sectors experienced significant gains, reflecting market optimism [6][7] - The innovative drug sector is gaining attention, with potential for a major upward trend as new leaders emerge in the market [7] - Trading conditions remain challenging for short-term investors, despite overall market gains, with many facing difficulties in achieving profits [8]
传统能源成“大而美法案”赢家 太阳能和风能行业失去支持
news flash· 2025-07-03 19:24
金十数据7月4日讯,特朗普"大而美法案"结束了对太阳能和风能的长期支持,同时为石油、天然气和煤 炭生产创造了友好的环境。该法案目前已获参众两院通过,待特朗普签署成为法律。特朗普已经明确了 他在能源生产方面的优先事项。石油、天然气和煤炭成为赢家。该法向油气钻探开放了联邦土地和水 域,规定在15年内在墨西哥湾进行30次租赁销售,每年在9个州的土地上进行30多次租赁销售,并允许 该行业进入阿拉斯加。该法还削减了生产商在联邦土地上开采油气时向政府支付的特许权使用费。法案 逐步取消了风能和太阳能的清洁电力投资和生产税收抵免,2027年后投入使用的项目将不再有资格获得 税收抵免。 传统能源成"大而美法案"赢家 太阳能和风能行业失去支持 ...
Cameco: The King Of Nuclear Ready, Thanks To AI And Geopolitics
Seeking Alpha· 2025-07-03 19:23
Group 1 - Cameco Corporation (NYSE: CCJ) is positioned as a leading investment opportunity in the nuclear sector, which is expected to play a crucial role in the global energy transition and supply security [1] - The ongoing geopolitical crisis has heightened the importance of nuclear energy as a stable and reliable energy source [1] Group 2 - The article emphasizes the significance of macroeconomic factors and geopolitical dynamics in shaping investment strategies within the nuclear industry [1]
Why SharkNinja Stock Is Rocketing Higher This Week
The Motley Fool· 2025-07-03 19:22
Group 1 - SharkNinja's stock rose 11% following a $175 price target from Jefferies, indicating strong market optimism [1][2] - The current stock price of $107 suggests an upside potential of over 60% based on the new price target [2] - SharkNinja has seen a 150% increase in stock value since its IPO in 2023, further bolstered by its inclusion in Time magazine's 2025 list of the 100 Most Influential Companies [2] Group 2 - SharkNinja operates with two billion-dollar brands, Shark and Ninja, and holds over 5,200 patents, emphasizing its focus on consumer satisfaction [3] - The company has achieved a 24% annual sales growth since 2018, with a conservative revenue growth forecast of 12% for 2025 [5] - Management expects earnings per share of $4.95 for 2025, resulting in a forward earnings multiple of 21 times [5] Group 3 - SharkNinja has expanded into 15 new subcategories in the last three years and launches approximately 25 new products annually, showcasing its innovation capabilities [6]
充电宝召回事件引爆经营危机,深圳罗马仕公司通知全面停工停产
Sou Hu Cai Jing· 2025-07-03 19:21
本文基于以下微博话题的智搜结果生成 根据多方信息核实,深圳罗马仕科技有限公司(ROMOSS)因充电宝召回事件引发经营危机,已出现 实质性停摆,主要情况如下: ⚠️ 当前企业状态 全面停工停产 多名员工向智通财经等媒体证实: 业务全面瘫痪 电商平台(淘宝、京东、抖音等)已下架所有充电宝产品,仅保留数据线、充电头等配件。 召回计划受阻:因安全风险,多家快递公司拒收退货,消费者退款因"商家保证金不足"被平台搁置。 危机根源:49万台充电宝召回事件 自2025年7月1日起,公司内部陆续通知员工停工停产,但尚未发布正式公告。 员工工资仅发放至6月份,后续薪资无明确安排。 紧急管理层变动 7月2日发生工商变更:创始人雷社杏卸任法定代表人、董事及经理职务,由雷杏容接任,距上次高管变 动(2025年4月)不足三个月。 公司回应称变更系"聚焦产业链自检及新品筹备,但未否认停产问题。 供应链责任:电芯供应商安普瑞斯(无锡)被曝偷换隔膜材料,导致产品安全隐患波及安克、绿联等品 牌。 连锁反应与用户困境 消费者维权受阻 召回退款需提交无害化处理证明(如盐水浸泡视频),但因公司账户余额不足,平台退款需30-90天追 缴期。 非召回批次 ...
美元指数在非农日冲高回落
news flash· 2025-07-03 19:20
彭博美元指数涨0.22%,报1191.83点,日内交投区间为1188.43-1195.52点。 周四(7月3日)纽约尾盘,ICE美元指数涨0.44%,报97.204点,日内呈现出上字形走势,整体交投区间 为96.689-97.422点,北京时间20:30发布美国非农就业报告时从96.90点下方拉升至接近97.40点的水平。 ...
Capitalize On Rising Demand: Why Micron Is Poised For Growth
Seeking Alpha· 2025-07-03 19:20
Group 1 - Micron has been given a buy recommendation due to its potential in High Bandwidth Memory (HBM) and the likelihood of an upcycle in the memory industry [1] - The company is positioned to capitalize on significant opportunities within the tech sector, particularly in memory solutions [1]
中国国际货运航空股份有限公司2024年度权益分派实施公告
Shang Hai Zheng Quan Bao· 2025-07-03 19:18
登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误导性陈述或重大遗 漏。 中国国际货运航空股份有限公司(以下简称"国货航"、"公司")2024年度利润分配方案已经公司于2025 年5月23日召开的2024年度股东会审议通过,现将权益分派实施有关事宜公告如下: 一、股东会审议通过的利润分配方案情况 1.公司于2025年5月23日召开的2024年度股东会审议通过《关于2024年度利润分配方案的议案》,同意 公司以实施权益分派股权登记日登记的总股本为基数,向全体股东每10股派发现金股利0.65元(含 税)。公司现有总股本12,208,881,225股,以此计算预计共派发现金分红793,577,279.63元(含税)。公司 2024年度不送红股,不进行资本公积金转增股本。在利润分配方案披露日至实施权益分派股权登记日期 间,如公司总股本发生变动的,公司拟维持每股派息金额不变,相应调整利润分配总额。具体内容请见 公司分别于2025年4月9日、2025年5月24日在深圳证券交易所网站(www.szse.cn)及指定媒体披露的 《关于2024年度利润分 ...
深圳微芯生物科技股份有限公司股票交易异常波动公告
Shang Hai Zheng Quan Bao· 2025-07-03 19:18
● 公司股票价格短期波动幅度较大,敬请广大投资者注意二级市场交易风险,理性决策,审慎投资。 一、股票交易异常波动的具体情况 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:688321 证券简称:微芯生物 公告编号:2025-041 深圳微芯生物科技股份有限公司股票交易异常波动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性依法承担法律责任。 重要内容提示: ● 深圳微芯生物科技股份有限公司(以下简称"公司")股票交易价格连续三个交易日(2025年7月1日、 2025年7月2日、2025年7月3日)内收盘价格涨幅偏离值累计达到30% 。根据《上海证券交易所交易规 则》《上海证券交易所科创板股票异常交易实时监控细则》的有关规定,属于股票交易异常波动的情 形。 ● 经公司自查,并向公司控股股东及实控人XIANPING LU博士核实,截至本公告披露日,公司及控股 股东、实际控制人不存在应披露而未披露的重大信息。 2、重大事项情况 经公司自查,并向公司控股股东及实控人XIANPING LU博士函证核实:截至本公告披露日,除在指定 媒 ...
Why Advance Auto Parts Stock Trounced the Market on Thursday
The Motley Fool· 2025-07-03 19:18
Investors were assertively stepping on the gas pedal with Advance Auto Parts (AAP 5.41%) on Thursday. The stock closed more than 5% higher as of the 1 p.m. ET early market close for the Fourth of July holiday, a figure that was well higher than the S&P 500's (^GSPC 0.83%) 0.8% increase. An analyst price target raise had much to do with Advance's advance.A 16% price target hikeWell before market open that day, Mizuho prognosticator David Bellinger upped his fair-value assessment of Advance's stock. His new l ...