It's Monday afternoon and I am meeting Donna for the first time in my busy clinic at Boston Healthcare for the Homeless program. Donna can't sit still. She's twisting her scarf and her hands and she appears to be on the verge of tears as she tells me more about her situation.She had been doing great in a treatment program, but was kicked out over an argument. She's been back in the shelter, and then last night, all of her belongings and medication were stolen from underneath her bunk. This is not at all the ...

SAN FRANCISCO, July 03, 2025 (GLOBE NEWSWIRE) -- After hours on June 25, 2025, Connecticut-based private equity firm Compass Diversified (NYSE: CODI) filed a report with the SEC warning investors not to rely on previously issued financial statements for its fiscal years ended- and interim periods within- December 31, 2022 and 2023, citing an expanded scope of previously disclosed accounting irregularities. The firm is navigating a turbulent period marked a precipitous stock decline, burgeoning class-action ...

| 股指期货价差日报 | 投资咨询业务资格:证监许可【2011】1292号 | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | Z0016628 | 叶倩宁 | 2025年7月2日 | 历史1年分位数 | | | | | | | | | | | | | | 价差 | 品种 | 成新值 | 较前一日变化 | 全历史分位数 | -56.76 | F期现价差 | -6.48 | 4.00% | 5.30% | | | | | | | | H期现价差 | -27.91 | -4.93 | 5.70% | 3.10% | 期现价差 | IC期现价差 | -66.67 | -14.28 | 12.20% | 10.50%6 | IN潮通价采 | -240.37 | -32.79 | 5.00% | 0.30% | | 次月-当月 | -16.60 | -3.40 | 21.30% | 26.50% | 李月-崇月 | ...

Core Viewpoint - The article discusses the significant stock price drop of Equinix following its analyst day event, despite a generally positive outlook for the company and its growth prospects in the data center market driven by AI and cloud services [1][3][26]. Company Overview - Equinix is the leading global data center REIT with extensive ownership in major internet hubs worldwide, leveraging its scale to provide unique cross-connection and access services [3][4]. - The company has historically seen revenue and share price growth in tandem, indicating strong market performance [3]. Stock Performance - Following the analyst day event, Equinix's stock price fell from over $900 to just above $700, representing a nearly 18% decline in a short period [2][26]. - The stock has since rebounded slightly to around $786, reflecting lower trading multiples compared to previous weeks [30]. Growth and Market Potential - Equinix anticipates a $250 billion total addressable market driven by AI and ongoing cloud and networking business [9]. - The company projects a 5%-9% annual growth in AFFO per share through 2029, with potential acceleration towards the higher end after 2026 [25][23]. Interconnection Ecosystem - Equinix's interconnection ecosystem is a key differentiator, contributing to revenue growth and customer retention, making it difficult for clients to switch providers [14][15]. - Interconnections are expected to grow at an 11% CAGR, highlighting the importance of this aspect in the company's strategy [11]. Financial Metrics - Equinix is targeting a 26% IRR for its upcoming DC17 project, supported by a low cost of capital of 3.4% [19][21]. - The company maintains a strong balance sheet with a BBB investment-grade rating, allowing for favorable debt raising opportunities [23]. Churn and Market Reaction - The market reacted negatively to discussions of elevated churn rates, which Equinix's CFO attributed to macroeconomic conditions and customer bankruptcies [26][28]. - The CEO clarified that some churn is intentional, aimed at optimizing revenue by replacing lower-paying customers with higher-paying ones, indicating a strategic approach rather than a sign of weak demand [38][39]. Conclusion - The stock's decline post-analyst day may have been an overreaction to concerns about churn and growth forecasts, which, upon deeper analysis, appear more favorable [42].

国债期货周报 唐立 投资咨询从业资格号：Z0021100 Tangli@gtht.com 虞堪 投资咨询从业资格号：Z0002804 yukan@gtht.com 二 〇 二 五 年 度 2025 年 6 月 29 日 报告导读： ◼ 摘要： 风险提示： 货币政策力度不及预期、权益市场情绪超预期 请务必阅读正文之后的免责条款部分 1 国 泰 君 安 期 货 研 究 期货研究 所 ◼ 国债期货上周先下后上，整体回落。 ◼ 权益市场风险偏好受伊以冲突缓和有所修复。 ◼ 投机与配置周度净多头持仓均呈现负增长。 ◼ 维持后市大方向看震荡的观点。适当取舍做多跨期、逢低配置与逢高套保。 期货研究 （正文） 1. 周度聚焦与行情跟踪 国债期货合约周度震荡下行。TL 合约受全市场风险偏好波动影响，跌幅较大，曲线有所走陡。 图 1：活跃合约走势 图 2：活跃合约周度涨跌幅 资料来源：Wind，国泰君安期货研究 资料来源：Wind，国泰君安期货研究 100 105 110 115 120 125 2024-01 2024-02 2024-03 2024-04 2024-05 2024-06 2024-07 2024-08 202 ...

Polish Prime Minister Donald Tusk says suspected voting irregularities in the country’s June 1 presidential election are unlikely to lead to a reversal of the victory of nationalist Karol Nawrocki https://t.co/HGW8S451Z2 ...

SAN FRANCISCO, June 26, 2025 /PRNewswire/ -- After hours on June 25, 2025, Connecticut-based private equity firm Compass Diversified (NYSE: CODI) filed a report with the SEC warning investors not to rely on previously issued financial statements for its fiscal years ended- and interim periods within- December 31, 2022 and 2023, citing an expanded scope of previously disclosed accounting irregularities.The firm is navigating a turbulent period marked a precipitous stock decline, burgeoning class-action lawsu ...

及轻型动力电池技术高峰论坛 倒计时17天 2025第五届起点两轮车换电大会 活动主题： 换电之城 智慧两轮 主办单位： 起点锂电、起点钠电、起点两轮车及换电 活动时间： 2025年7月10-11日 活动地点： 深圳宝安登喜路国际酒店2楼国际厅 活动赞助/演讲/合作单位： 雅迪科技集团/台铃集团/新日股份/菜鸟集团/嘟嘟换电/司马出行/河豚换电/派能科技/创明新能源/多氟多/博力威/睿恩新能源/诺达智 慧能源/时代瑞象/比克电池/鹏辉能源/优旦科技/博观科技 /亿纬锂能/星恒电源 /威胜能源/兆科动力/蓝京新能源/中国钠电等 美国对华锂电池产品征收的高额关税，导致中国锂电池出口美国市场一度停滞。中美两国政府达成日内瓦经贸会谈联合声明后，美国大幅降 低对华关税，中国锂电池恢复对美出口。 上述措施生效后， 美国对华电动汽车动力电池关税下调至 73.4%，包括储能电池在内的非车用锂电池关税下降至40.9%，降幅均为115%。 就储能电池而言，虽然中国输美产品仍面临 40.9%的关税，但中国在用于储能行业的磷酸铁锂电池方面具备领先优势。 以磷酸铁锂电池为例，其成本较美国本土生产低 30%以上，即使加征关税后，IRR（内 ...

[Música] Muito boa tarde, super poderosos. Que prazer estar aqui com vocês hoje. É uma honra para mim poder falar de um tema no qual eu acredito tanto, que é tão transformador, como ativar os seus superperes.Mas antes disso, eu quero trazer para vocês a história de um superherói, do meu superherói, do meu pai, Senr. Carmo José da Silva, que aos 53 anos de idade decidiu realizar um dos seus maiores sonhos, que era cursar a Universidade de Direito. O meu pai naquela altura passou por algumas dificuldades, mas ...

以下文章来源于叫小宋 别叫总 ，作者叫小宋 叫小宋 别叫总 . 一级市场从业，主要看硬科技这里讲点平时不让说的 我 2 0 1 8年刚入行的时候，在一家家办性质的机构，不需要对外募资，也能自己做l p。 当时我接触过很多其他机构的募资岗位的人，清一色年轻靓丽，高颜值高气质的小姐姐。 那时的我还是单身，顶着一脸的青春痘。面对这样的小姐姐，我心想：募资好光鲜啊。 直到我后面去了其他机构，自己也参与过一些募资 . . . . （一）募资就是各种排列组合 一家机构， 2 0 2 0年开始投新能源，还没投几个，2 2年又要募集半导体主题的基金，于是从已 投项目里疯狂找，找已投的新能源项目，有哪些和半导体有一定的关联。 比如材料类，有些新能源材料也可以用于半导体材料，快，快把这类项目写进募资文件里。 募资团队每年都拿着放大镜，寻找全国各地的母基金，引导基金。不管是否合适，先去勾搭再 说。 投资团队随时根据募资团队的需要，根据近期要投标哪个母基金，迅速对已投项目做排列组 合。 机构已经投了十个项目，扒拉扒拉，可以算作新能源的有六个，可以算作半导体的有五个，和 AI贴点边的也能有四个。 除了已投项目，储备项目也要顶上。机构想 ...