金十数据7月4日讯，谭主了解到，目前，中欧电动汽车谈判的技术部分已经基本完成，只欠临门一脚， 关键在于欧方能否展现出相应的政治意愿推动问题的解决。 （玉渊谭天） 中欧电动汽车谈判只欠临门一脚 ...

新华财经香港7月4日电（记者林迎楠）香港数码港7月4日举办"人工智能资助计划"项目分享会，由获批 项目代表分享如何通过资助计划运用算力资源，以人工智能推动创新方案的研发、转化及落地应用。 据介绍，香港规模最大的数码港人工智能超算中心于去年12月投入服务。特区政府拨款30亿港元，通过 数码港推出为期三年的"人工智能资助计划"，资助本地院校、研发机构及企业等运用超算中心，推动人 工智能创新研发及应用，从而促进创科生态圈发展。 香港数码港行政总裁郑松岩表示，数码港作为香港人工智能加速器，以超算中心为引擎建设完善的人工 智能生态系统，赋能不同产业的智能化升级。同时，吸引海内外的领先企业落户，与龙头企业促成合 作，结合其在算力开发、大模型建设、算法、数据科学等的研发实力，发挥香港基础科研及国际化的优 势。他指出，特区政府通过数码港推行"人工智能资助计划"，提升科研效率及加快成果转化落地应用， 推动数字经济及智慧社会发展，助力香港发展成为国际人工智能及创科中心。 人工智能资助计划委员会主席冼汉廸指出，"人工智能资助计划"自启动以来共收到约20个申请，截至今 年6月底，委员会已批出约10个项目，研究范围涵盖本地大语言模型、 ...

Key Takeaways CAG's Q4 EPS is expected at $0.59, down 3.3%, with sales projected to fall 1.8% to $2.9B. Persistent input inflation and higher SG&A costs continue to pressure CAG's margins and profitability. Weak foodservice demand and FX volatility add to headwinds, with FY25 EPS guidance at $2.35.Conagra Brands, Inc. (CAG) is likely to register a decline in its top and bottom lines when it reports fourth-quarter fiscal 2025 earnings on July 10. The Zacks Consensus Estimate for quarterly earnings has move ...

Key Takeaways LAMR shares climbed 18.4% in three months, outpacing the industry growth of 10.1%. The expansion of digital billboards and recent acquisitions support long-term growth. Five-year annualized dividend growth of 24.17% and active buybacks lift investor confidence.Lamar Advertising (LAMR) shares have risen 18.4% in the past three months compared with its industry’s growth of 10.1%.The company’s impressive footprint of outdoor advertising assets across the United States and Canada positions it we ...

Group 1 - The core viewpoint of the news is that Yuekang Pharmaceutical Group has been recognized as one of the first batch of advanced intelligent factories in Beijing for 2025, highlighting its strong capabilities and leadership in the pharmaceutical intelligent manufacturing sector [1][2][3] - The selection process involved strict procedures including enterprise application, district recommendations, expert evaluations, and public announcements, establishing Yuekang as a benchmark for intelligent manufacturing in the industry [2] - Yuekang's intelligent manufacturing facilities feature advanced equipment and systems such as AI visual inspection, smart monitoring platforms, and a comprehensive digital management system that ensures quality and efficiency throughout the production process [2][3] Group 2 - Since 2011, Yuekang has consistently passed international certifications such as EU GMP and Japan JGMP, adhering to high standards in quality management [2] - In early 2024, Yuekang entered a comprehensive strategic partnership with Huawei to enhance its digital transformation, management system upgrades, and smart factory development, accelerating its transition to a "data-driven" enterprise [3] - The recognition as an advanced intelligent factory marks a significant milestone for Yuekang, which aims to continue investing in technological innovation to improve drug quality and contribute to the intelligent development of China's pharmaceutical industry [3]

证 券 研 究 报 告 汽车行业跟踪报告 2Q 板块财报前瞻：2Q25 销量高增，板块财 推荐（维持） 务增长预期乐观 乘用车销量：预计 2Q25 批发、零售均实现两位数左右同环比增长 行业研究 华创证券研究所 证券分析师：张程航 电话：021-20572543 邮箱：zhangchenghang@hcyjs.com 执业编号：S0360519070003 证券分析师：李昊岚 邮箱：lihaolan@hcyjs.com 执业编号：S0360524010003 行业基本数据 | | | 占比% | | --- | --- | --- | | 股票家数(只) | 232 | 0.03 | | 总市值(亿元) | 51,073.47 | 4.91 | | 流通市值(亿元) | 32,514.94 | 3.97 | 相对指数表现 | % | 1M | 6M | 12M | | --- | --- | --- | --- | | 绝对表现 | -0.7% | 12.4% | 33.6% | | 相对表现 | -3.4% | 9.2% | 20.1% | 汽车 2025 年 07 月 04 日 -9% 9% 27% 45 ...

证券研究报告 2025 年 7 月 4 日 湘财证券研究所 行业研究 电子行业 2025 年度中期策略 端侧 AI 继续升级，ASIC 需求景气高企 相关研究： 1.《小米发布AI眼镜，功能超越 Ray-Ban Meta》 2025.06.27 2.《鸿蒙6.0开发者版本发布，端 侧AI再升级》 2025.06.23 3.《Marvell上调算力ASIC市场规 模预期，算力ASIC需求强劲》 2025.06.21 行业评级：增持（维持） 近十二个月行业表现 % 1 个月 3 个月 12 个月 相对收益 5.28% 0.18% 22.70% -20.00% 0.00% 20.00% 40.00% 60.00% 24-07 24-08 24-09 24-10 24-11 24-12 25-01 25-02 25-03 25-04 25-05 25-06 25-07 电子(申万) 沪深300 注：相对收益与沪深 300 相比 分析师：李杰 证书编号：S0500521070001 Tel：(8621) 50293525 Email：lijie5@xcsc.com 地址：上海市浦东新区银城路88号 中国人寿金融中心10 ...

Core Viewpoint - The Singapore High Court has ordered Dynamic Treasure Group Ltd to return a 15.5% stake in SMCP to European Topsoho S.à r.l. This order must be complied with within one week of notification, although it remains subject to potential appeal [1][2]. Group 1: Company Overview - SMCP is a global leader in the accessible luxury market, featuring four Parisian brands: Sandro, Maje, Claudie Pierlot, and Fursac. The company operates in 53 countries and has over 1,600 stores globally, along with a strong digital presence [3]. - The company is led by CEO Isabelle Guichot and was founded by Evelyne Chetrite and Judith Milgrom in Paris in 1984 and 1998, respectively. Claudie Pierlot and Fursac were acquired by SMCP in 2009 and 2019 [3]. - SMCP is listed on the Euronext Paris regulated market, with the ISIN Code FR0013214145 and ticker SMCP [3].

Core Viewpoint - Momentum investing focuses on "buying high and selling higher," contrasting with traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Characteristics - Momentum investing can be risky as stocks may lose momentum when their valuations exceed future growth potential, leading to potential losses for investors [2] - A safer approach involves investing in bargain stocks that exhibit recent price momentum, utilizing tools like the Zacks Momentum Style Score to identify such opportunities [3] Group 2: Cardlytics (CDLX) Analysis - Cardlytics (CDLX) has shown a four-week price change of 10.7%, indicating strong recent price momentum and growing investor interest [4] - Over the past 12 weeks, CDLX has gained 32.9%, demonstrating its ability to deliver positive returns over a longer timeframe [5] - CDLX has a beta of 1.21, suggesting it moves 21% more than the market in either direction, indicating fast-paced momentum [5] - The stock has a Momentum Score of B, suggesting it is an opportune time to invest in CDLX to capitalize on its momentum [6] - CDLX has a Zacks Rank 2 (Buy) due to upward revisions in earnings estimates, which typically attract more investor interest [7] - The stock is trading at a Price-to-Sales ratio of 0.36, indicating it is undervalued, as investors pay only 36 cents for each dollar of sales [7] Group 3: Additional Investment Opportunities - Besides CDLX, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting further investment opportunities [8] - Investors can explore over 45 Zacks Premium Screens tailored to different investing styles to identify potential winning stocks [9]

Core Viewpoint - The article emphasizes the importance of identifying sustainable trends in stock prices for short-term investing, highlighting that while price movements can be profitable, they can also reverse quickly, leading to potential losses [1][2]. Group 1: Stock Performance - Life360 (LIF) has shown a significant price increase of 93.2% over the past 12 weeks, indicating strong investor interest and potential upside [4]. - The stock has maintained a price increase of 0.8% over the last four weeks, suggesting that the upward trend is still intact [5]. - LIF is currently trading at 96% of its 52-week high-low range, indicating it may be on the verge of a breakout [6]. Group 2: Fundamental Strength - LIF holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, which are critical for near-term price movements [6][7]. - The Average Broker Recommendation for LIF is also 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term price performance [7]. Group 3: Investment Strategy - The "Recent Price Strength" screen is a useful tool for investors looking to identify stocks with strong upward trends supported by solid fundamentals [3][8]. - The article suggests that there are multiple stocks passing through this screen, indicating a broader opportunity for trend-based investing [8].