Bottles of Modelo beer are displayed on a shelf at a BevMo store on January 05, 2024 in San Rafael, California.Constellation Brands' beer sales fell 2% in its latest quarter as President Donald Trump's deportations and consumers' broader economic fears weighed on demand.In April, Constellation CEO Bill Newlands said that Hispanic consumers are spending less due to their concerns about Trump's hardline immigration policy and possible job losses in industries with high Latino employment bases. During Wednesda ...

机构：东北证券 研究员：刘家薇/苏浩洋 事件： 品牌羽绒服门店稳健扩张，重视单店提效。分渠道来看，品牌羽绒服业务自营/批发渠道收入分别同增 5.2%/24.3%至150.9/57.2 亿元。常规零售门店数量同比净增加253 家至3470 家，自营/批发门店分别净增 加100/153 家至1236/2234 家。波司登品牌门店净增加210 家至3207 家。 单店运营层面，公司通过拓展Top 店体系、升级渠道分层经营体系等措施完善不同层级市场、不同门店 消费者服务，提升终端营运效率。电商渠道层面，品牌羽绒服线上销售收入同增9.4%至74.8 亿元，占 比34.5%。 公司发布24/25财年报告，全年营收同增 11.6%至 259 亿元，净利润同增14.3%至35.1 亿元。 点评： 全年表现符合预期。分业务来看，品牌羽绒服收入同增11%至216.7 亿元，其中波司登/雪中飞/冰洁收入 分别同比+10.1%/+9.2%/-12.9%至184.8/22.1/1.3 亿元。波司登主品牌稳健增长，防晒衣、冲锋衣羽绒服 等产品贡献增量；贴牌加工管理业务收入同增26.4%至33.7 亿元；女装/多元化服装业务收入分别同 比 ...

PHILADELPHIA, July 2, 2025 /PRNewswire/ -- Berger Montague, a nationally recognized securities litigation law firm, is investigating potential securities law violations involving Petco Health and Wellness Company, Inc. ("Petco" or the "Company") (NASDAQ: WOOF). A class action lawsuit was recently filed on behalf of investors who acquired Petco securities between January 14, 2021 and June 5, 2025 (the "Class Period").Investor Deadline: Investors who purchased or acquired Petco securities during the Class Per ...

上证-0.09%（3454点），深成指-0.61%，创业板指-1.13%！ 成交量缩到1.38万亿（比昨天少891亿），内资仿佛集体进入"暑假模式"——躺平不动，偶尔翻身。 板块上演冰火两重天 钢铁、水泥、有机硅秒变政策宠儿。像经典案例就是，航空业三大航"亏成粑粑仍狂买飞机"，反内卷就 是逼他们"少买飞机多赚钱"。 最强方向，有机硅暗藏暴富密码。头部厂商（合盛硅业、东岳硅材）每吨提价500-600元，小厂亏到退 场，龙头躺赢。 钢铁崛起：唐山限产传闻发酵（7月4-15日烧结机限产30%），钢铁板块带头冲锋，煤炭、水泥跟涨， 妥妥的"反内卷联盟"胜利。 光伏逆袭：双良节能、通威股份等涨停，上游硅料涨价+海外需求爆发，光伏终于扬眉吐气。 科技吃土：半导体、军工电子领跌，AI硬件（光模块、PCB）被资金暂时"弃疗"，机构：等中报业绩验 明正身！ | 代码 | 名称 | 涨跌幅 ▼ | 年初至今 | | --- | --- | --- | --- | | 884870 | 水产指数 | 9.51% | 15.08% | | 8841338 | 光伏屋顶指数 | 3.70% | -6.15% | | 696788 | ...

市场消息：甲骨文(ORCL.N)与OpenAI拓展"星际之门"协议，将在美国建设更多数据中心OpenAI将从甲 骨文租赁额外的4.5吉瓦数据中心容量。 订阅人工智能动态 +订阅 ...

热浪肆虐 西班牙6月已有超300人因高温天气死亡 智通财经7月3日电，西班牙近日遭遇今年首轮强热浪侵袭。当地时间7月2日，在西班牙安达卢西亚自治 区和埃斯特雷马杜拉自治区，各有一人因高温天气死亡。据西班牙国家卫生部门统计，仅今年6月，高 温已造成该国超过300人死亡，其中已有约260例被确认与中暑、热射病等高温直接相关。7月1日，欧洲 中期天气预报中心发布报告称，欧洲大部分地区正经历大范围的高温天气，今年6月或成为欧洲有记录 以来最热6月之一。而在刚刚到来的7月，欧洲的高温天气仍在持续。 (央视新闻) ...

Core Viewpoint - Xiaomi has launched a new initiative by offering affordable youth apartments in Beijing and Nanjing, priced at 1999 yuan per month, specifically for its employees, particularly young engineers [1][3]. Group 1: Apartment Details - The new Xiaomi apartments consist of 2600 units located near the Xiaomi Changping Park in Beijing, with a preference for recent graduates [3]. - The average rental price in the area is around 4000 yuan or more, making Xiaomi's offering significantly cheaper and appealing [3]. - The apartments come fully furnished with modern amenities, including smart living features, shared kitchens, gyms, and entertainment rooms, all designed to cater to young people's tastes [5][7]. Group 2: Facilities and Services - The apartments include various shared spaces such as reading rooms, game areas, and sports facilities, with 24-hour access to community shops and convenience stores [5][7]. - Security features include comprehensive surveillance and smart locks for each room, ensuring a safe living environment [7]. - Additional amenities like drying areas and electric vehicle charging stations are also available, albeit for a fee [7]. Group 3: Market Implications - The initiative has sparked discussions online, with some speculating whether Xiaomi might venture into real estate or hospitality in the future, given the success of this project [7][9]. - If Xiaomi were to expand into real estate, it could potentially become a significant player in the market, especially among young buyers looking for their first homes [9].

Group 1 - The "Bank AH + Small Micro Plate" portfolio has achieved a historical high, increasing by 54.97% from last year, with a maximum drawdown of 13.89% [1] - The portfolio's performance has outpaced major indices, with only the CSI 2000 showing a higher growth rate, but with a larger maximum drawdown of 19.65% [1] - The portfolio consists of 40% Bank AH Preferred ETF (517900), 30% 1000 ETF Enhanced (159680), and 30% CSI 2000 Enhanced ETF (159552), employing a "high dividend base + enhanced growth assets" strategy [2][4] Group 2 - The Bank AH Preferred ETF (517900) has shown significant growth, increasing by 24% since the beginning of 2025, with a 411% surge in fund shares [4][6] - The low interest rate environment and the decline in 10-year government bonds have created a demand for bank stocks due to their high dividend and strong risk-averse attributes [6] - The dynamic adjustment mechanism of the Bank AH index allows for the identification of undervalued bank stocks, enhancing returns while providing stability [6] Group 3 - The portfolio's structure is designed to provide a safety net with high dividends while pursuing growth through small-cap stocks, which combine index beta and excess alpha [7] - The CSI 2000 Enhanced ETF (159552) has achieved a net value growth rate of 29.18% in the first half of the year, ranking first among similar broad-based ETFs [9] - Since its inception, the CSI 2000 Enhanced ETF has accumulated a net value growth of 68.21%, significantly outperforming the CSI 2000 index [10] Group 4 - Two signals support the continuation of the small-cap stock trend: ongoing liquidity support and the release of policy dividends from mergers and acquisitions regulations [11] - The CSI 2000 Enhanced ETF (159552) demonstrates the effectiveness of quantitative discipline in achieving sustained excess returns [12]

金十数据7月3日讯，马斯克的SpaceX正计划在其得州星链工厂附近的土地上开发一个庞大的私人休闲 综合体，这是这位亿万富翁在该州持续扩大其企业版图的最新迹象。据相关文件显示，这个名 为"Project Echo"的项目将涵盖多个篮球场、匹克球场、野餐区，以及可能设有浮动甲板供皮划艇使用 的区域，占地数英亩。该综合体仅限员工使用。知情人士透露，SpaceX将在该项目上投入数百万美 元。Project Echo将毗邻SpaceX位于得州巴斯特罗普的工厂，后者是星链卫星互联网终端的主要生产基 地，每日生产约1.5万台终端及组件。 订阅马斯克动态 +订阅 订阅SpaceX动态 +订阅 马斯克将为得州星链工厂员工建专属休闲设施 将投入数百万美元 ...

证券代码：603926 证券简称：铁流股份 公告编号：2025-029 铁流股份有限公司 2024年7月12日，铁流股份有限公司（以下简称"公司"）与宁波银行股份有限公司杭州分行（以下简 称"宁波银行"）签订《最高额保证合同》，为全资孙公司广东省运通四方汽车配件有限公司（以下简 称"运通四方"）与宁波银行签署的授信业务合同提供最高不超过5,000万元的连带责任担保。鉴于该授 信期限即将到期，为继续满足运通四方经营发展需求，2025年7月1日，公司与宁波银行重新签订《最高 额保证合同》，为全资孙公司运通四方与宁波银行签订的一系列综合授信合同提供最高不超过5,000万 元的连带责任担保。本次担保无反担保。 （二）内部决策程序 公司分别于2025年4月23日、2025年5月15日召开第六届董事会第三次会议、2024年年度股东会，审议通 过《关于2025年度为子公司提供担保的议案》，2025年度公司为合并报表范围内的子公司提供担保以及 合并报表范围内的子公司之间相互提供担保总额不超过人民币5.5亿元，其中对资产负债率低于70%的 公司担保额度为不超过人民币1.5亿元，对资产负债率高于70%的公司担保额度为不超过人民币 ...