6月16日，据韩媒报道，韩国显示面板巨头LG Display（以下简称"LGD"）已在美国联邦法院对中国显 示器制造商天马微电子（以下简称"深天马"，000050.SZ）提起专利侵权诉讼，指控深天马的几款产品 侵犯了其移动液晶显示器（LCD）和有机发光二极管（OLED）面板以及车载液晶面板的多项专利。 中经记者 陈佳岚 广州报道 《中国经营报》记者从美国法律信息检索网站Justia获悉，6月13日，美国得克萨斯州东区联邦地区法院 已向天马微电子（香港）有限公司、天马微电子股份有限公司、武汉天马微电子股份有限公司发出了传 票（SUMMONS），传票的附件包括针对每家被告公司的具体传票文件。 记者就相关情况采访深天马方面，深天马投资者关系部门工作人员表示，公司已经关注到相关诉讼信 息，但尚未收到传票，公司正积极组织团队应对此次诉讼，目前公司经营一切正常。 无独有偶，三星显示（SDC）此前也曾在美国起诉了另外两家中国面板巨头京东方和华星光电，主要集 中在OLED技术领域，甚至涉及折叠屏这些高端应用领域及备受关注的MicroOLED商业纠纷。值得注意 的是，与此同时，包括京东方在内的中国面板企业也对三星显示发起了多起 ...

一顿饭吃三小时，一场戏看一上午，一次"剧本杀"经历两天一夜……当下，中国各地文旅项目由"功能 型"向"体验式"转变，邀游客"入戏"实现价值共创。 做好"攻略"郑重赴宴时，人人都是中国文化传播者。例如，河南洛阳"武皇盛宴"带动游客步入大唐盛 景，四川成都"蜀宴赋"以诗词歌赋呈现蜀地历史文化，"沉浸式文旅+餐饮"已成为多地文旅名片。 中新网嘉兴6月21日电(黄彦君)"在预约页面'蹲守'，看到空位马上下单付款，总算抢到了！"成功预约21 日浙江杭州一处"沉浸式宫廷宴"用餐名额后，"90后"香港女孩罗妮跟朋友分享喜悦。 当日，她趁休假到杭州旅行，首站便选择"进宫吃饭"，"宴席现场融合杭州宋韵文化，可以换上汉服妆 造、'穿越'到历史场景中欣赏演出，拍照也很出片！" 可见，沉浸式文旅有潜力将游客流量转化为经济存量，让空间、业态、游客实现可持续互动。 在浙江湖州、台州、金华等地，沉浸式实景"剧本杀"接连上新。"00后"创业者侍旭泽将"剧本杀"搬到湖 州市善琏镇含山村——玩家白天游览山水、夜晚化身"局中人"解谜，上线首周订单已排至8月底。 侍旭泽介绍，该剧本融合当地桑蚕文化及运河商帮历史，聘请村里老人担任民俗顾问、返乡青年化 ...

天眼查商业履历信息显示，苏州赛腾精密电子股份有限公司，成立于2007年，位于苏州市，是一家以从 事计算机、通信和其他电子设备制造业为主的企业。企业注册资本19991.1648万人民币，实缴资本 17605.8917万人民币。公司法定代表人为孙丰。 通过天眼查大数据分析，苏州赛腾精密电子股份有限公司共对外投资了13家企业，参与招投标项目7 次，知识产权方面有商标信息49条，专利信息796条，此外企业还拥有行政许可21个。 来源：金融界 金融界消息 截至2025年6月20日收盘，赛腾股份（603283）报收于31.41元，上涨0.13%，换手率2.5%， 成交量6.80万手，成交金额2.15亿元。 资金流向方面，今日主力资金净流入1086.73万元，占比成交额5.06%。其中，超大单净流入588.89万 元、占成交额2.74%，大单净流入497.84万元、占成交额2.32%，中单净流出流入231.22万元、占成交额 1.08%，小单净流出1317.95万元、占成交额6.14%。 赛腾股份最新一期业绩显示，截至2025一季报，公司营业总收入7.30亿元、同比减少5.67%，归属净利 润6836.02万元，同比减少2 ...

通过天眼查大数据分析，招商局公路网络科技控股股份有限公司共对外投资了63家企业，参与招投标项 目861次，知识产权方面有商标信息20条，专利信息96条，此外企业还拥有行政许可45个。 来源：金融界 招商公路最新一期业绩显示，截至2025一季报，公司营业总收入28.03亿元、同比减少7.24%，归属净利 润13.29亿元，同比增长2.74%，扣非净利润13.23亿元，同比增长2.35%，流动比率0.826、速动比率 0.804、资产负债率43.45%。 天眼查商业履历信息显示，招商局公路网络科技控股股份有限公司，成立于1993年，位于天津市，是一 家以从事资本市场服务为主的企业。企业注册资本617821.7338万人民币，实缴资本424542.588万人民 币。公司法定代表人为白景涛。 金融界消息 截至2025年6月20日收盘，招商公路（001965）报收于12.06元，下跌0.17%，换手率 0.17%，成交量11.36万手，成交金额1.37亿元。 资金流向方面，今日主力资金净流出1800.42万元，占比成交额13.15%。其中，超大单净流出44.38万 元、占成交额0.32%，大单净流出1756.03万元、 ...

金融界消息 截至2025年6月20日收盘，派能科技（688063）报收于41.88元，下跌1.62%，换手率 1.31%，成交量3.20万手，成交金额1.35亿元。 天眼查商业履历信息显示，上海派能能源科技股份有限公司，成立于2009年，位于上海市，是一家以从 事电气机械和器材制造业为主的企业。企业注册资本24535.9249万人民币，实缴资本348.8973万人民 币。公司法定代表人为韦在胜。 通过天眼查大数据分析，上海派能能源科技股份有限公司共对外投资了10家企业，参与招投标项目19 次，知识产权方面有商标信息141条，专利信息501条，此外企业还拥有行政许可24个。 来源：金融界 资金流向方面，今日主力资金净流出1491.31万元，占比成交额11.02%。其中，超大单净流出3351.11万 元、占成交额24.75%，大单净流入1859.80万元、占成交额13.74%，中单净流出流入207.91万元、占成 交额1.54%，小单净流入1283.40万元、占成交额9.48%。 派能科技最新一期业绩显示，截至2025一季报，公司营业总收入3.92亿元、同比增长1.72%，归属净利 润3817.32万元，同比减少 ...

大事提醒 2025年6月23日，披露2024财年年报 最近一个月来，安领国际累计跌幅6.07%，今年来累计跌幅12.61%，跑输恒生指数15.84%的涨幅。 财务数据显示，截至2024年9月30日，安领国际实现营业总收入3.27亿元，同比增长24.58%；归母净利 润-106.77万元，同比增长81.95%；毛利率19.54%，资产负债率79.57%。 机构评级方面，目前暂无机构对该股做出投资评级建议。 行业估值方面，软件服务行业市盈率（TTM）平均值为-10.84倍，行业中值-2.26倍。安领国际市盈率 5.75倍，行业排名第7位；其他驴迹科技（01745.HK）为3.63倍、京投交通科技（01522.HK）为3.88 倍、黄河实业（00318.HK）为3.91倍、自动系统（00771.HK）为4.08倍、禅游科技（02660.HK）为4.67 倍。 资料显示，安领国际控股有限公司(股票代码:1410.HK)于香港联交所主板上市,集团的业务足迹遍布香 港、澳门、中国大陆和新加坡。网络安全凭借着公司在网络安全解决方案的专业知识以及坚持选用顶尖 的技术解决方案,安领科技成为了不少国际网络安全解决方案供应商的首选 ...

在此背景下，伊方警告称，任何为以色列运送军事装备或雷达系统的国家，都将被视为参与对伊朗的侵 略，并将成为伊朗武装部队的合法攻击对象。 以色列方面对此暂无回应。 伊朗军方：以色列正面临弹药和装备短缺 智通财经6月22日电，据央视新闻，当地时间21日，伊朗哈塔姆·安比亚中央司令部发言人表示，根据伊 朗武装部队的情报，尽管拥有世界上最先进、最昂贵的反导防御系统，并得到美国的全面支持，以色列 在伊朗武装部队导弹和无人机部队的有效打击下，其雷达和防御能力已严重受损，目前正面临弹药和装 备短缺。 ...

Core Perspective - Long-term investment in high-quality businesses allows the power of compound growth to significantly enhance portfolio value, making it a more reliable strategy than market timing [1][2] Company Overview - Amazon has generated an extraordinary return of 217,000% since its IPO in May 1997, turning a $1,000 investment into nearly $2.2 million today [4] - The company began as an online bookstore in the mid-1990s, focusing on a low-risk product category with a vast selection [5] Business Evolution - Amazon has expanded its offerings to sell virtually anything, including a recent partnership to sell Hyundai vehicles through its e-commerce platform [6] - The introduction of fast, free shipping through the Prime membership program in 2005 has attracted over 200 million global members [7] Revenue Streams - Amazon Web Services (AWS) was launched in 2006, generating $108 billion in revenue and $40 billion in operating income in 2024, making it the largest cloud-computing provider [8] - The company has also become a significant player in digital advertising, earning $13.9 billion in ad revenue in Q1 2025 [9] Future Outlook - Amazon's market capitalization stands at $2.3 trillion with trailing-12-month revenue of $650 billion, indicating its colossal size and past success [10] - Revenue is projected to grow at a compound annual rate of 9.5% from 2024 to 2027, suggesting continued potential for growth [11] - Diluted earnings per share improved from $3.21 in 2021 to $5.53 in 2024, making the current valuation reasonable with a forward price-to-earnings ratio of 34.3 [12] Investment Consideration - While Amazon may not replicate past extraordinary returns, it remains a worthy candidate for long-term investment [13]

Core Viewpoint - The article discusses the implications of rising national debt and suggests investing in life and retirement insurance companies as a protective measure against potential economic challenges posed by this debt [1][4]. Rising Debt and Economic Impact - The U.S. national debt has significantly increased, with a corresponding rise in the debt-to-GDP ratio, particularly during recessionary periods such as the 2008-2009 financial crisis and the pandemic [2]. - The response to rising debt has historically been increased spending and debt issuance, raising concerns about the sustainability of this approach [3]. Interest Rate Projections - Higher debt levels suggest that more debt issuance will occur, which could lead to rising long-term interest rates, potentially exceeding market expectations [6][7]. - The current market appears complacent regarding long-term interest rates, not pricing in significant risks associated with rising debt levels [7]. Investment Opportunities in Insurance Sector - In a rising interest rate environment, life and retirement insurers like Prudential Financial, MetLife, and Corebridge Financial may perform well, as they can invest in higher-yielding assets [8]. - These insurers typically hold a significant portion of their assets in low-risk investments, which will be affected by rising rates but will also allow them to purchase new assets at higher rates [10]. Asset Composition of Insurers - Prudential Financial holds 54.9% of its general account assets in publicly available fixed maturities, while MetLife has 31.6% in investment-grade corporate debt [12][13]. - Corebridge Financial has a substantial 97% of its assets in fixed income or short-term investments, positioning these companies favorably in a higher interest rate scenario [13]. Strategic Investment Considerations - While the debt issue is concerning, predicting interest rates remains challenging; however, investing in the insurance sector may be a prudent strategy for those worried about future public debt servicing costs [14].

Core Insights - The comparison between Ford and Tesla highlights the future direction of the auto industry, particularly in electric vehicles (EVs) and robotaxis, with both companies facing similar opportunities and challenges [1] - Tesla's full-self-driving (FSD) robotaxi is seen as a strategic move to counteract declining sales and market share, while major automakers recognize the profit potential of robotaxis through recurring income from ride-per-mile revenue [2] Electric Vehicles and Affordability - Automakers need to make EVs more affordable to ensure their future viability, as current EVs are not cheap [2] - Ford's CEO emphasized the importance of developing affordable EVs to achieve profitability, indicating a shift in strategy [4] Robotaxi Development - Ford has faced setbacks in its robotaxi plans, notably after the shutdown of Argo AI, while Tesla is preparing to launch its unsupervised FSD/robotaxi service [14][15] - Tesla's ability to transform existing vehicles into robotaxis and produce a dedicated model, the Cybercab, gives it a competitive edge [8] Financial Performance - Ford's Model E segment reported significant losses, with a loss of $5.1 billion in 2024 and $849 million in Q1 2025, indicating challenges in achieving a profitable EV business [10] - In contrast, Tesla generated $7.1 billion in operating profit in 2024 and maintained a dominant market share of 43.5% in Q1 2025, compared to Ford's 7.7% [11] Future Outlook - Both companies plan to release low-cost models, but Tesla's ability to lower its average cost per car positions it better for sustainable profitability [13] - The auto industry is moving towards lower-cost EVs and robotaxis, with Tesla currently in the best position to meet these industry aims [18]