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Hamilton Insurance Group: Attractive As It Takes A Unique Approach
Seeking Alpha· 2025-06-21 12:50
Group 1 - Hamilton Insurance Group's shares have increased approximately 31% over the past year, nearing a 52-week high [1] - The company operates as a niche player in the Bermuda insurance market [1] - Hamilton has over fifteen years of experience in making contrarian bets based on macro views and stock-specific turnaround stories [1]
当“土货”搭上电商快车,乡村振兴这把火越烧越旺!
Sou Hu Cai Jing· 2025-06-21 12:49
#夏季图文激励计划#你瞅瞅直播带货那场面,东北大叔举着刚从地窖里抱出来的大冻梨,操着一口大碴子味的普通话喊:"家人们!这冻梨,咬一口爆汁 儿,比吃冰淇淋还得劲!" 云南阿姐坐在茶园里,背后漫山遍野的茶树绿油油的,她手里捧着刚炒好的滇红,笑盈盈地说:"咱这茶,早上采的芽尖儿,晚 上就上直播间,新鲜得能闻到茶园的味儿!" 这场景,谁看了不迷糊?消费者一边乐呵地蹲守直播间,一边疯狂下单,感觉像在和老乡们"云赶集",又新鲜 又好玩。 产地直发更绝了,山东的大樱桃,早上还挂在树上晒太阳,下午就打包坐飞机、坐大货车,直奔消费者家的冰箱。以前农产品从地里到餐桌,得经过层层批 发、转运,等到城里,要么不新鲜了,要么价格翻了好几倍。现在倒好,产地直接对接消费者,农民多赚了钱,城里人也吃到了新鲜货,这不是"双赢"是 啥? 嘿,咱今儿来唠唠农村电商这档子超有意思的事儿!你能想象不,以前咱老家那些藏在深山里、长在田间地头的"土宝贝",要么烂在地里,要么只能低价卖 给收贩子,可现在呢?借着电商这股东风,它们直接坐上"火箭",飞到全国各地的消费者手里啦! 就说最近某电商平台搞的"乡村好物计划",那阵仗,简直像给咱乡村农产品办了一场超大型 ...
唐僧都开始卖房了!网友:让我去买北京的房,真的会比取经还难
Sou Hu Cai Jing· 2025-06-21 12:49
Core Viewpoint - The unexpected appearance of actor Chi Zhongrui, known for his role as Tang Seng in the 1986 version of "Journey to the West," as a "real estate promoter" has sparked significant online discussion, highlighting the intersection of celebrity and real estate marketing in Beijing's luxury property market [1][4][5] Group 1: Celebrity Endorsement in Real Estate - Chi Zhongrui's promotion of a high-end residential property in Beijing, located just 900 meters from the Forbidden City, emphasizes luxury features such as German kitchen appliances and Italian furniture, appealing to affluent buyers [1] - The property is marketed as a blend of luxury and convenience, with amenities including a high-end clubhouse, which aligns with current trends in the real estate market focusing on lifestyle offerings [1][4] - The humorous reactions from netizens reflect a broader cultural commentary on the commercialization of celebrity personas in the real estate sector, suggesting that even iconic figures must adapt to market demands [4][5] Group 2: Background and Market Context - Chi Zhongrui's involvement in real estate is not entirely surprising given his wife's background as a former billionaire and the owner of a company with substantial real estate holdings in prime Beijing locations, indicating a familial connection to the industry [4] - The mixed reactions from the public, ranging from humor to skepticism, illustrate the challenges and perceptions surrounding real estate investment in Beijing, particularly in a market characterized by high prices and competitive dynamics [4][5] - The phenomenon of celebrities transitioning into real estate promotion may signal a trend where traditional boundaries between entertainment and commerce continue to blur, potentially influencing consumer behavior in the luxury property market [5]
泽连斯基:没有“爱国者”系统在俄罗斯空袭中受损
news flash· 2025-06-21 12:49
泽连斯基:没有"爱国者"系统在俄罗斯空袭中受损 金十数据6月21日讯,乌克兰总统泽连斯基否认了"爱国者"防空系统在最近俄罗斯大规模导弹袭击中受 损或被摧毁的报道。他说:"这些大规模袭击没有摧毁或损坏任何'爱国者'系统。"6月6日,乌克兰战略 通信和信息安全中心报告称,俄罗斯的宣传部门试图为大规模导弹袭击辩护,声称一枚"伊斯坎德尔"导 弹摧毁了基辅附近的"爱国者"防空系统。尽管这一说法附有视频片段,但没有独立的证据证实这样的事 件发生在乌克兰首都或附近。 (乌克兰国家通讯社) ...
中医儿科专家汇聚上海 流派传承发展造福各地儿童
Zhong Guo Xin Wen Wang· 2025-06-21 12:48
在论坛上,金义成教授系统梳理海派儿科推拿手法与穴区理论,为流派发展奠定核心框架;上海市名中 医,虞坚尔教授深入阐释"徐氏儿科"学术思想,彰显深厚历史底蕴;董氏儿科流派传承人倪菊秀系统阐 述了该流派的学术思想及特色技术,丰富了儿科推拿的理论宝库。中华中医药学会小儿推拿外治分会副 主任委员林丽莉创新性提出以《内经》"异法方宜论"指导儿童体质调理,有力推动了个体化诊疗模式的 进步。 金义成教授系统梳理海派儿科推拿手法与穴区理论。(中新网记者 陈静摄) 中新网上海6月21日电 (记者 陈静)海派儿科推拿创始人金义成教授21日对记者表示:"当推拿手法融入 社区脉搏,当学术传承照亮家庭日常,中医才能真正'活'在民众身边。" 第八届海派儿科推拿论坛(简称:论坛)21日正在上海举行。上海市中医药学会会长胡鸿毅教授,国医大 师、原上海中医药大学校长施杞教授,上海中医药大学附属岳阳中西医结合医院院长李屹视频致辞。海 派儿科推拿创始人、上海市名中医金义成等出席开幕式。300多名来自全国各地的海派儿科推拿同门及 小儿推拿专业人士与会。 海派儿科推拿专家为儿童近视防控开出"无药处方"。在论坛上,上海中医药大学附属岳阳中西医结合医 院陈 ...
美国参议院考虑废止一项推动节能汽车增长的规定
news flash· 2025-06-21 12:45
美国参议院考虑废止一项推动节能汽车增长的规定 金十数据6月21日讯,美国参议院正在考虑对联邦燃油经济性规定进行重大修改,这可能会让一项大幅 降低汽油消耗,推动丰田普锐斯(Prius)混合动力车等节油汽车发展的政策受到冲击。作为特朗普广 泛的税收和支出法案的一部分,共和党参议员提议改变企业平均燃油经济性(CAFE)规则。如果通 过,该提案将取消对违反CAFE的罚款,几乎废除了几代以来推动汽车制造商生产更清洁、更节能汽车 的规定。据《能源政策》杂志报道,这项技术在过去50年里节省了2万亿加仑的汽油。 ...
These 3 Consumer Staple Giants Are Oversold and Set to Skyrocket
MarketBeat· 2025-06-21 12:45
Group 1: Market Overview - The relative strength index (RSI) below 30 indicates extreme selling pressure, often signaling a potential buying opportunity for contrarian investors [1] - Three major consumer staples companies are currently showing extremely oversold signals not seen in years, presenting interesting setups for mean reversion [2] Group 2: Molson Coors Beverage Company - Molson Coors Beverage Company has seen its stock price drop over 20% since early April, with an RSI of 19, the lowest since 2018 [3][4] - Analysts have maintained a Buy rating for Molson Coors, with price targets of $65 from Needham & Company and $71 from Roth Capital, indicating nearly 50% upside potential from current levels [4] Group 3: Constellation Brands - Constellation Brands has experienced a 20% decline in the past month, with an RSI of 23, indicating oversold conditions [6][7] - Warren Buffett's Berkshire Hathaway has increased its stake in Constellation Brands to over 6% of available shares, suggesting institutional confidence in the stock [7] Group 4: J.M. Smucker Company - J.M. Smucker Company shares have fallen 15% in just over a week, with an RSI of 29, indicating oversold conditions [9][10] - The stock is currently trading below analyst price targets, with Stifel Nicolaus and Bank of America setting targets at $106 and $105, respectively, while UBS Group has a Buy rating with a $129 target, implying over 30% upside potential [10][11]
How activist Barington Capital can collaborate with Victoria's Secret to improve shareholder value
CNBC· 2025-06-21 12:42
Company Overview - Victoria's Secret & Co. is a specialty retailer offering women's apparel and beauty products under the Victoria's Secret, Pink, and Adore Me brands, including intimate apparel, casual sleepwear, swimwear, and fragrances [1] - The company began trading on the New York Stock Exchange in summer 2021 after spinning off from L Brands, which is now Bath & Body Works [4] Current Challenges - Victoria's Secret shares have fallen over 75% from an all-time high of approximately $76 per share to around $18 per share since its IPO [4] - The company has faced significant underperformance, trailing its peers by 47.4 percentage points since its IPO, with issues such as declining revenue, shrinking gross margins, and high senior management turnover [6][9] Activist Involvement - Barington Capital, an activist investor, holds over 1% of Victoria's Secret and is advocating for substantial changes to the board, including replacing a majority of directors with those experienced in brand revitalization and operational execution [2][3] - Barington has a history of successful activism, having generated a 221.5% return during its advisory role with L Brands, the former parent company of Victoria's Secret [6][8] Recommendations from Activists - Barington Capital has recommended that Victoria's Secret focus on several key areas: 1. Replace at least a majority of the board with experienced directors [3][7] 2. Evaluate the CEO's capability to lead a turnaround [3][7] 3. Increase focus on the core brand [3][7] 4. Accelerate growth in digital and international markets [3][7] 5. Streamline operations by eliminating underperforming initiatives [3][7]
中泰·德州投资贸易暨法律服务交流会举行
Sou Hu Cai Jing· 2025-06-21 12:41
会议强调,此次交流会是德州市律师行业服务经济发展、推动中外贸易合作的一次有益探索,是德州市涉外法治工作的一次创 新实践,也是德州市司法行政系统坚持"法律搭台·经济唱戏"理念,推动涉外法律服务由护航向领航"企业出海"转变的一次突破 行动。德州将以安全稳定的社会环境、公平正义的法治环境、优质高效的服务环境,全力支持和保障企业在德州扎根发展,推 动中泰双方实现共建共享、互惠互利。 交流会聚焦新能源、农机设备、农副产品等重点领域,为中泰双向投资合作搭建起集政策解读、资源对接、法律护航于一体的 一站式服务平台。会上,泰方代表就泰国劳动保护、中小企业投资、税务等方面的政策内容进行分享,中方代表就企业对外投 资法律风险防范、天衢新区对外合作优势与政策支持进行介绍,10家企业现场签署意向合作协议。会议还安排了企业面对面对 接会和泰方企业代表走访企业活动,60余家中国企业与泰国企业对接,20家企业围绕农副产品深加工、医药器械经销、新能源 利用等领域达成初步合作意向。 6月20日,中泰·德州投资贸易暨法律服务交流会在德州举行。 会议指出,山东是人口大省、经济大省,也是法律服务大省、律师大省。近年来,山东省司法厅纵深推进"服务实体 ...
鼎捷数智(300378):发布AIS-INFRA套件 企业级AGENT全栈式布局
Xin Lang Cai Jing· 2025-06-21 12:41
结合AIoT 优势,融合发布工业机理AI。通过工业机理AI,实现工厂里的动态数据应用,以孪生工厂的 形式,结合AIoT 设备数据,帮助企业推演指令执行状况,快速响应异常并给出处理方案,解放"车间主 任"的人工管理。从管理AI 拓展至工业AI,完整提供制造业AI 场景解决方案。 平台层:Indepth AI 2.0 发布,企业快速自建Agent。公司重磅发布新一代Agent 构建平台,针对部分用 户新增非标准化需求,可通过该平台以对话、拖拉拽等形式构建企业内部业务流程甚至是解决方案,补 齐Agent 在企业级应用中的重要一环。 上层应用:多领域"专家"Agent 已经上线。除了对已有ERP、PLM 等系统的AI 化改造(即四大工业软 件AI 智能套件),更大增量来自新的AI 原生的智能化系统,目前公司已经推出采购、销售、研发、生 产、财务等多领域AI 原生的"专家"Agent 协助企业全流程提升效率甚至是发掘新的增长引擎。 公司制造业Agent 具备多方面优势,优秀实践下有望快速放量。1)公司长期面向中小型制造业,单个 Agent 对于企业的效率提升更直观,客户付费意愿更高;2)客户资源丰富,每年众多活跃付费客 ...