Market Overview - The Procurement Technologies and Services market is projected to grow from $7.93 billion in 2025 to $21.23 billion by 2034, with a compound annual growth rate (CAGR) of 11.5% [1][8] - The market includes a wide range of capabilities such as e-sourcing, spend analytics, supplier-risk management, and procurement-as-a-service offerings, available through on-premise, cloud-native, and hybrid models [1] Investment Trends - Major enterprise buyers are increasingly investing in AI-driven platforms to automate workflows and integrate real-time ESG metrics, while mid-market and SMB segments are adopting modular Procurement-as-a-Service solutions to reduce costs and improve efficiency [2] - High investment levels are noted from both strategic acquirers and venture-backed challengers, indicating a competitive landscape with a focus on next-generation analytics and collaboration platforms [4] Competitive Landscape - The market is dominated by established software providers such as SAP Ariba, Coupa Software, Oracle Procurement Cloud, and Ivalua, alongside niche players and startups that are enhancing their offerings [5][7] - Competition is intensified by the emergence of specialized vendors focusing on areas like supplier risk management and configurable e-sourcing, leading to continuous feature expansion and strategic acquisitions [7] Market Dynamics - The Procurement Technologies and Services market is in a growth stage characterized by rapid adoption, product innovation, and increasing competitive intensity [3] - Demand drivers include AI-driven digital transformation, while challenges such as data security and privacy regulations may impact market growth [9][10] Market Segmentation - The market is segmented by application, with manufacturing being a prominent segment, and by component, where strategic sourcing leads the market [12][14] - North America is expected to see significant growth due to rising digitalization demands and supportive government initiatives [15]

在中东地区之外，ACWA Power正积极关注包括中国在内的海外市场，以扩大全球布局。Marco Arcelli今年3月表示，尽管存在对美贸易摩擦担 忧，公司仍计划继续拓展中国业务。 具体项目分布广泛，包括阿西尔省的Bisha（3吉瓦太阳能）、麦地那省的Humaij（3吉瓦太阳能）、麦加省的Khulis（2吉瓦太阳能）、利雅得 省的Afif 1和Afif 2（均为2吉瓦太阳能）、利雅得省的Starah（2吉瓦风能）以及利雅得省的Shaqra（1吉瓦风能）。这些项目预计在2027年下半 年和2028年上半年投入运营。 ACWA Power首席执行官Marco Arcelli称，该协议是沙特构建弹性、可持续能源体系的重要里程碑，彰显了沙特实现可再生能源目标的坚定决 心。此协议是沙特国家可再生能源计划的重要组成部分，由沙特能源部统筹监管。目前，SPPC已启动总容量43吉瓦的可再生能源发电项目， 10.2吉瓦已并入电网，按计划，2025年底并网容量将达12.7吉瓦，2026年底将突破20吉瓦。 【环球网财经综合报道】近日，沙特国际电力和水务公司（ACWA Power）传来重磅消息，由其牵头的沙特财团与沙特电力采购公司 ...

2025年中国外贸半年报出炉 2025年中国外贸半年报7月14日出炉。据海关统计，今年上半年，我国货物贸易进出口总值21.79万亿 元，同比增长2.9%，比前5个月加快0.4个百分点。其中，出口13万亿元，历史同期首次突破13万亿元， 同比实现7.2%的较快增长；进口8.79万亿元，同比下降2.7%，降幅相比前5个月收窄1.1个百分点。 国产仪器设备替代率创新高 7月14日上午，市场监管总局举行"检验检测支撑高质量发展"专题新闻发布会。市场监管总局认可检测 司司长况旭介绍，截至2024年底，检验检测机构共有仪器设备1067.01万台套，同比增长3.87%。其中， 国产仪器设备992.51万台套，同比增长4.11%， 国产仪器设备替代率创新高，数量占比突破93%。 宇树科技创始人王兴兴等民营企业家将亮相中外记者见面会 据国新网，国务院新闻办公室将于2025年7月15日（星期二）下午3时举行"新征程上的奋斗者"中外记者 见面会，请民营企业家代表围绕"弘扬企业家精神，坚定做优秀中国特色社会主义事业建设者"与中外记 者见面交流。官方公布的出席人员名单包括：杭州宇树科技股份有限公司创始人兼首席执行官王兴兴， 山东魏桥创 ...

"在新加坡，有参加不完的AI 聚会。"Linkda创始人黄琳在新加坡创业10多年，近两年服务了数百家出 海新加坡的中国企业，其中1/3是AI初创公司。 近日，Google新加坡办公室举办的一场AI沙龙印证了黄琳的观察。原本100人的会议室没能容纳下蜂拥 而来的报名者，不得不临时在隔壁会议室开设了分会场，转播给分会场的观众。 绝大部分与会者都是华人AI创业者。孵化平台X-NODE创极无限Emily感慨道，"中国创业者太多 了！"这是她在新加坡参加的为数不多全中文交流的行业沙龙。 在这场由AI引发的价值10万亿美元的全球技术革命中，新加坡正在逐渐成为"关键节点"。 新加坡，AI创业者的"黄金跳板" 新加坡是AI高敏感度市场。《东南亚2024数字经济报告》指出，新加坡高居全球AI兴趣度前10的国 家，无论是AI相关搜索，还是AI应用下载。 据data.ai数据显示，在新加坡的App下载中，1.6%是AI应用，这一比例在全球排名第10。另据麻省理工 科技评论洞察与Databricks联合发布的报告，新加坡是全球企业采用生成式AI最快的国家之一。 对AI高度敏感的消费和企业市场为AI创业提供了沃土，也激发了活跃的人工智 ...

Core Viewpoint - U.S. investors may be overlooking better investment opportunities in international stocks due to the fear of missing out on U.S. market gains, particularly as the S&P 500 reaches record highs [1][2] Group 1: International Exposure - Increasing international exposure is suggested as a safer and smarter alternative to investing more in the U.S. economy, as foreign stocks are currently trading at cheaper valuations and performing better [2][10] - The iShares Core MSCI EAFE ETF (IEFA) is highlighted as a suitable vehicle for gaining international exposure [4] Group 2: Historical Performance - Historical data shows that foreign stocks outperformed the S&P 500 between 2002 and 2009, primarily due to a weaker U.S. dollar [5][6] - Analysts predict a potential reversal of the recent U.S. stock performance dominance, leading to a recovery in non-U.S. stocks [8][9] Group 3: Valuation Comparison - The S&P 500 is currently priced at 24.5 times trailing earnings and 23.6 times forward-looking earnings, which is high compared to the MSCI EAFE's 10-year average P/E of 14.2 and trailing-12-month P/E of 16.7 [12][14] - Analysts emphasize that international stocks are closer to their historical averages, suggesting greater price appreciation potential compared to overvalued U.S. stocks [14] Group 4: Diversification Strategy - Adding international exposure is recommended to shield portfolios from economic and political uncertainties in the U.S. [16] - The iShares Core MSCI EAFE ETF includes quality foreign companies such as SAP, ASML, Nestlé, and Novartis, providing a diversified investment option [17]

there will be a tremendous impact. I mean I'm not I would not not go that far that you don't need any you know workers anymore in financial accounting or you don't need any more employees in in HR payroll but what it will do actually is of course you need you know much less people to perform such jobs and then vice versa you probably should better invest into hey what are the people the job profiles who can help my company to connect AI with my business so when you are a manufacturer you should always think ...

BRENT CRUDE, AS DEBBIE G. I. , GAINING .4 POINT.LET'S GET STARTED. ♪ >> NEWSMAKERS AND MARKET MOVERS, THIS IS THE PULSE WITH FRANCINE LACQUA. FRANCINE: GOOD MORNING EVERYONE AND WELCOME TO THE PULSE.I AM FRANCINE LACQUA. BLOOMBERG UNDERSTANDS THE LEADERSHIP WAS CAUGHT OFFGUARD BY DONALD TRUMP'S ANNOUNCEMENT OF A 20% TARIFF ON VIETNAMESE GOODS. THE COUNTRY STILL HOPING TO SECURE A RATE CLOSER TO 10% OR 15%.CANADA IS FACING A 35% TARIFF ON GOODS NOT COVERED BY EXISTING TRADE AGREEMENT WITH THE U.S. AFTER RECE ...

Market Overview & Strategy - The soft landing trade is currently in effect, but structural and fundamental improvements are needed for consumer discretionary and small-cap sectors to continue outperforming beyond a tactical trade [2] - A bullish narrative for the second half requires cyclical sectors, including consumer discretionary, to perform well and contribute to earnings growth beyond growth-led sectors [7] - The market is currently pricing in a lot of good news, and sentiment is somewhat stretched, requiring earnings season to deliver [12] - Risk-reward is slightly more to the downside than upside, but a bullish case depends on more factors contributing positively [15] Investment Opportunities - AI remains a favored growth theme, with opportunities potentially underpriced in many stocks [4] - Consider AI plays outside the US to complement structural growth names already prominent in the index [4] - Focus on companies globally that are improving quality and efficiency, regardless of the economic backdrop [9] - Companies that are users or adopters of AI tools, like SAP, represent investment opportunities as structural improvers not yet priced to perfection [10] Risks & Concerns - Consumer matters for a bullish second half, with potential issues including inventory pulled in ahead of expected tariffs and credit issues affecting working-class consumers [5][7] - Short-term caution is advised, echoing Jamie Dimon's warning about market complacency on tariffs [10][12] - While not the base case, a surprise Fed rate hike would negatively impact equity markets [11]

Core Insights - BILL Holdings (BILL) shares have declined 43.7% year-to-date, underperforming the broader Zacks Computer & Technology sector and the Zacks Internet - Software industry, which have returned 7% and 16.1% respectively [2][9] - The decline is attributed to a challenging macroeconomic environment, persistent inflation, and high interest rates affecting small and medium businesses (SMBs) spending on digital initiatives [2][9] Company Performance - BILL is experiencing growth in its SMB clientele, with partnerships with companies like Regions Financial and Adyen enhancing its digital payment solutions [5][6][7] - In Q3, BILL processed nearly $79 billion in payments across 30 million transactions, adding 4,200 new customers, driven by AI and automation features [10][12] - The company launched new solutions like Supplier Payments Plus and financial automation innovations to streamline SMB payments and improve cash flow management [11] Financial Guidance - For Q4 fiscal 2025, BILL expects revenues between $370.5 million and $380.5 million, indicating year-over-year growth of 8-11% [13] - For the full fiscal 2025, revenues are projected between $1.45 billion and $1.46 billion, suggesting a year-over-year growth of 12-13% [14] Earnings Estimates - The Zacks Consensus Estimate for Q4 fiscal 2025 earnings is 40 cents per share, reflecting a year-over-year decline of 29.82% [15] - The consensus for fiscal 2025 revenues is pegged at $1.46 billion, indicating a year-over-year growth of 13.02% [16] Competitive Landscape - Despite its expanding portfolio, BILL faces stiff competition from accounting software providers like SAP and Intuit, which have launched services that directly challenge BILL's market position [17][18]

| ml 小米 | 1940 | | 7.34 | | --- | --- | --- | --- | | ROOKING Holdings | 6881 | 0.79% | 5668.04 | | (Booking.com) | | | | | 高道 | 1750 | -0.06% | 159.35 | | Adobe | 1621 | 2.32% | 373.38 | | 应用材料 | 1568 | 1 0.21% | 195.39 | | arm Arm Holdings | 1567 | + 0.16% | 148.02 | | ≤ 索尼 | 1510 | 0.32% | 25.17 | | PDD Holdings (Pinduoduo) | 1200 | -1.23% | 105 | | Schneider Electric | 1502 | 1.63% | 267.47 | | Spotify | 1480 | 0.1% | 722.12 | | SK Hynix | 1465 | 3.73% | 212.27 | | Shopify | 1461 | 1 1.64% | 114.32 | | ...