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意大利总理梅洛尼:意大利将在2025年前实现国防开支占GDP 2%的目标。
news flash· 2025-05-07 11:46
意大利总理梅洛尼:意大利将在2025年前实现国防开支占GDP 2%的目标。 ...
5月7日电,消息人士称,德国国防部长的目标是从2025年起每年国防开支超过600亿欧元。
news flash· 2025-05-07 08:45
智通财经5月7日电,消息人士称,德国国防部长的目标是从2025年起每年国防开支超过600亿欧元。 ...
一位消息人士透露,德国国防部长计划从2025年起每年将国防开支提高到超过600亿欧元。
news flash· 2025-05-07 08:36
一位消息人士透露,德国国防部长计划从2025年起每年将国防开支提高到超过600亿欧元。 ...
美国总统特朗普:加拿大没有承担其应有的国防开支份额。
news flash· 2025-05-04 13:26
美国总统特朗普:加拿大没有承担其应有的国防开支份额。 ...
消息人士:北约秘书长吕特建议盟友将GDP的3.5%用于国防,并将另外1.5%用于更广泛的国防相关项目。
news flash· 2025-05-02 14:27
消息人士:北约秘书长吕特建议盟友将GDP的3.5%用于国防,并将另外1.5%用于更广泛的国防相关项 目。 ...
据Punchbowl:特朗普拟削减非国防开支23%。
news flash· 2025-05-02 14:13
据Punchbowl:特朗普拟削减非国防开支23%。 ...
加拿大自由党赢得大选 “对抗美国”成“热词”
0:00 当地时间4月29日凌晨,领导加拿大自由党在加拿大第45届联邦选举中取胜的加现任总理马克·卡尼发表讲话,宣布选举获胜。 那么,卡尼领导的自由党,为什么能够在此时此刻,在此次选举中获得胜利呢? 自由党为何能赢得选举? 当今年1月初前总理特鲁多宣布将辞职时,自由党的支持率正处于一个近年来的低点,反对党保守党在民调上的领先优势超过20个百分点。不过,在本届美 国政府上台、并频发关税和"吞并"加拿大的威胁后,加拿大民调开始反转。到了今年3月,卡尼当选为自由党新领导人时,两党的支持率已经不相上下。到 了4月,自由党的支持率已经反超保守党。 多伦多大学政治学助理教授 麦克杜格尔:(美国总统)特朗普在过去几周的影响,确实很大程度上改变了局面。他用关税威胁加拿大经济,然后又在社交 媒体上,用那些"吞并"言论,威胁加拿大主权。如果没有这些,我认为自由党很难取得现在的成绩。这场选举实际上变成,要选出处理对美关系的最佳人 选,而不是聚焦在基础的民生问题上,比如居民负担能力,住房和碳税问题等等。看起来卡尼更好地证明了,他是处理加美关系的最佳人选。 加拿大选民怎么说? 最近一段时间,加拿大人"硬刚"美国的"名场面"可谓屡见不鲜 ...
华尔街惊现“孤勇者”!万亿资产巨头发声:欧洲央行很快加息!
Sou Hu Cai Jing· 2025-04-28 10:46
市场普遍预测欧洲央行今年还要再降息三次之际,万亿美元资产巨头却发出了惊天逆向预测…… 根据富兰克林邓普顿的观点,欧洲央行将在今年底转向开始考虑加息,因为该地区的国防开支可能提振经济。 这家管理1.5万亿美元资产的资产管理公司欧洲固定收益主管David Zahn在接受采访时表示:"如果你展望到2026年,会非常清楚地看到欧洲表现良 好。通胀会很低,增长会非常好。如果你是一家央行,为什么不考虑如何开始加息呢?" 这是一个逆向观点,与市场定价背道而驰。交易员目前倾向于认为欧洲央行今年将再降息三次,每次25个基点,然后将存款利率维持在1.5%,直到 明年年中。 荷兰央行行长诺特在一次讲话中认为中性利率"大致仍然是现在的位置"。尽管通胀可能比之前预期的更快放缓,但他认为贸易中断以及欧洲在国防和 基础设施上增加支出的长期影响"远不明确"。 他的评论表明,欧洲央行在6月5日的会议上——这是他任期结束前参加的最后一次会议——将被迫下调明年消费者物价增长的预测,此前3月预测为 1.9%。但评估远期物价是否稳定将取决于2027年的数据。 Knot说:"我认为欧洲央行6月的会议将非常复杂。" Zahn认为,欧洲央行存款利率将在到9 ...
a Octopus (CODA) - 2025 Q1 - Earnings Call Transcript
2025-03-17 17:13
Financial Data and Key Metrics Changes - In Q1 2025, total revenue increased by 16.8% to $5.2 million from $4.5 million in Q1 2024 [34][35] - Operating income rose by 19.2% to $0.7 million compared to $0.6 million in Q1 2024 [40] - Net income after taxes was $0.91 million or $0.08 per diluted share, up from $0.6 million or $0.06 per diluted share in Q1 2024 [41] Business Line Data and Key Metrics Changes - Marine Technology business revenue decreased by 35.8% to $2.3 million from $3.5 million in Q1 2024 [35] - Engineering business revenue increased by 77% to $1.6 million from $0.9 million in Q1 2024 [12] - Acoustic Sensors & Materials business generated $1.3 million in revenue, contributing 25.2% to consolidated revenue [36][43] Market Data and Key Metrics Changes - The Marine Technology business faced significant headwinds due to U.S. policy changes affecting offshore renewables, leading to weak demand [9][10] - Increased defense spending in Europe, particularly Germany's expected $428 billion, is anticipated to favor the company's products in the medium to long term [11][12] Company Strategy and Development Direction - The company aims to pivot the revenue model of the Marine Technology business to a multi-year, multi-sales model [47] - Focus on increasing the number of defense programs that utilize the company's technologies, particularly Echoscope and DAVD [28][30] - The acquisition of Precision Acoustics is seen as a strategic move to compete for larger defense contracts [31][32] Management's Comments on Operating Environment and Future Outlook - Management expects a quieter Q2 due to customer standstill amid uncertain policy environments, but anticipates a robust Q3 and Q4 [52][55] - The company is optimistic about the long-term impact of increased defense spending in Europe and the U.S. [46][47] Other Important Information - The company has $22.54 million in cash and cash equivalents with no debt as of January 31, 2025 [42] - The gross margin for the Acoustic Sensors & Materials business is expected to be between 57% and 61% on an annualized basis [38] Q&A Session Summary Question: What needs to happen for marine products to recover? - Management noted that customers are currently on standstill due to uncertainty, expecting a quiet Q2 but a robust Q3 and Q4 [52][55] Question: Timeline for tethered and untethered markets? - Management targets $4 million to $4.5 million in revenues for DAVD this year, with significant demand for both tethered and untethered systems [57][60] Question: Impact of market conditions on acoustic solutions? - The acoustic solutions market appears stable, with no significant slowdown observed [72] Question: Status of potential acquisition? - The company is focused on one target for acquisition, pending further understanding of the global policy environment [80][84]