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Online influencer calls out insurance company for denial of coverage
NBC News· 2025-07-11 04:45
A lot of people told me that my mosaic stairs would crack over the winter. And do-it-yourself influencer Aurora McCauslin posts a lot of videos to her 300,000 followers. Holiday cookie boxes.Okay. But this one calling out a denial from her insurance provider caught our attention. I got the prior authorization from my insurance company denied today.I got Aurora explaining she has a chronic inflammatory condition called lipadeema and needs a surgery that costs $35,000. her frustration with the insurance she h ...
Robinhood CEO 的新 AI 估值 9 亿美金,打造无幻觉的数学超智能
投资实习所· 2025-07-11 04:21
Robinhood 联合创始人兼 CEO Vlad Tenev 和 Helm.ai 的联合创始人 Tudor Achim 联合创立的一个新 AI 公司 Harmonic.fun 火了,它以独特的"数学超智 能"(Mathematical Superintelligence, MSI)概念。 今天,Harmonic.fun 宣布完成了 1 亿美金 B 轮融资,由 KP 领投,Paradigm、Ribbit Capita、Sequoia Capital 以及 Index Ventures 跟投,估值近 9 亿 美金。去年 9 月份完成由 Sequoia 领投的 7500 万美金的 A 轮融资,当时估值为3.25 亿美金。 Harmonic 的理念我觉得很有意思: 真正的智能,必须根植于可验证的逻辑与严谨的数学推理 。Vlad Tenev 和 Tudor Achim 认为,当前主流的 AI 模 型,尤其是大语言模型,虽然在生成文本和理解自然语言方面表现出色,但其内在的概率性机制导致了"幻觉"现象的普遍存在。 这意味着这些模型可能会生成看似合理但实际上是虚假或不准确的信息。对于许多高风险、高精度要求的应用场景,如软件 ...
X @The Wall Street Journal
The Wall Street Journal· 2025-07-11 03:52
In private group chats, travelers ranging from the merely wealthy to actual billionaires buy and sell seats on personal planes and chartered jets at relative discounts. “Sometimes you don’t want to spend $25,000 to $30,000 going up to New York.” https://t.co/AgijvDdNCi ...
X @CoinDesk
CoinDesk· 2025-07-11 03:44
Robinhood’s @OpenAI tokens walk a legal tightrope, says @0xethlaw in an interview with @thesamreynoldshttps://t.co/Ma4KLg3csp ...
X @Bloomberg
Bloomberg· 2025-07-11 03:38
China should add as much as 1.5 trillion yuan ($209 billion) in fresh stimulus to boost consumer spending and maintain currency flexibility to counter US tariffs’ drag on growth, academics including an adviser to the country’s central bank said https://t.co/L6IDHTVZCe ...
中国水务(0855.HK):一次性因素拖累利润 自由现金流拐点出现
Ge Long Hui· 2025-07-11 02:38
维持"增持" 评级。根据财报数据和公司资本开支计划,我们下调公司FY2026-2027、新增FY2028 年预 测净利润分别为12.93(原值17.12)、13.17(原值18.04)、13.35 亿港元,对应EPS 分别为0.79、0.81、 0.82 港元。参考可比公司估值,给予公司FY2026 年9倍PE,给予公司目标价7.11 港元,维持"增持"评 级。 一次性应收账款计提导致公司业绩波动。1)公司发布FY2025 业绩公告,FY2025 公司实现收入116.56 亿港元,同比下滑9.4%;归属净利润10.75 亿港元,同比下滑29.9%。2)一次性计提其它应收账款导致 预期信贷亏损4.98 亿港元,导致公司业绩同比显著下滑。 供水运营和管道直饮水运营业务稳健,资本开支收缩导致建造业务下滑。1)供水业务方面:城市供水 收入74.98 亿港元,同比减少9.4%;城市供水分部溢利为24.93 亿港元,同比增加0.1%;这主要是由于 本年度对销售成本控制以及整体安装及维护工程及建设工程减少的净影响所致。其中运营收入同比增长 6.5%至35.26 亿港元;建设服务同比下滑27.9%至28.33 亿港元;安装维 ...
摩根士丹利:美团-2025 年第二季度前瞻:短期盈利承压,长期利润率面临下行
摩根· 2025-07-11 02:23
July 10, 2025 05:33 PM GMT Meituan | Asia Pacific M Idea 2Q25 preview: lower long-term margins with near-term earnings pressure | What's Changed | | | | --- | --- | --- | | Meituan (3690.HK) | From | To | | Price Target | HK$160.00 | HK$150.00 | We estimate 2Q CLC OP at Rmb8bn, -48% YoY, with food delivery + Instashopping OP to decline Rmb8bn. We expect 3Q to mark the most intense competition, driving full-year CLC OP down to Rmb30bn. Stay OW; we prefer BABA > Meituan > JD. 2Q25: We estimate CLC revenue at ...
中国央行公开市场今日净投放507亿元,本周实现净回笼2265亿元
news flash· 2025-07-11 01:25
中国央行今日开展847亿元7天逆回购操作,操作利率为1.40%,与此前持平。今日340亿元逆回购到 期。本周,中国央行进行4257亿元逆回购操作,因本周有6522亿元逆回购到期,本周实现净回笼2265亿 元。 ...
黄金:关税问题再出扰动,白银:高位震荡
Guo Tai Jun An Qi Huo· 2025-07-11 01:21
1. Report Industry Investment Ratings No industry investment ratings are provided in the report. 2. Core Views of the Report The report offers short - term trend forecasts for various commodities in the futures market, including precious metals, base metals, energy, and agricultural products. These forecasts are influenced by factors such as tariffs, supply - demand dynamics, and macro - economic policies [2][4]. 3. Summary by Commodity Precious Metals - **Gold**: Facing disturbances from tariff issues, with a trend strength of - 1, indicating a bearish outlook [2][5][9]. - **Silver**: In a high - level oscillation, with a trend strength of 1, suggesting a bullish outlook [2][5][9]. Base Metals - **Copper**: Inventory is continuously increasing, putting pressure on prices. The trend strength is 0, showing a neutral outlook [2][11][13]. - **Zinc**: Operating within a range, with a trend strength of 0, indicating a neutral outlook [2][14]. - **Lead**: Showing a mid - term upward trend, with a trend strength of 0, suggesting a neutral outlook [2][16][17]. - **Tin**: Prices are weakening, with a trend strength of 0, indicating a neutral outlook [2][19][23]. - **Aluminum**: The price center is moving up. Aluminum has a trend strength of 0, alumina has a trend strength of 1, and casting aluminum alloy follows the trend of electrolytic aluminum [2][24][26]. - **Nickel**: There is a game between macro and fundamental factors, resulting in an oscillating trend. The trend strength is 0, indicating a neutral outlook [2][27][33]. - **Stainless Steel**: There is a game between reality and macro - expectations, leading to an oscillating trend. The trend strength is 0, indicating a neutral outlook [2][28][33]. Energy and Chemicals - **Carbonate Lithium**: Inventory accumulation is accelerating, but the number of warehouse receipts is relatively small. The oscillating pattern may continue, with a trend strength of 0, indicating a neutral outlook [2][34][36]. - **Industrial Silicon**: Attention should be paid to the registration of warehouse receipts, with a trend strength of 0, indicating a neutral outlook [2][37][40]. - **Polysilicon**: Policy disturbances are amplifying market fluctuations, with a trend strength of 0, indicating a neutral outlook [2][38][40]. - **Iron Ore**: Expectations are fluctuating, resulting in wide - range oscillations, with a trend strength of 0, indicating a neutral outlook [2][41]. - **Rebar and Hot - Rolled Coil**: Due to sector sentiment resonance, they are in a relatively strong oscillating trend, with a trend strength of 1, suggesting a bullish outlook [2][44][48]. - **Silicon Ferrosilicon and Manganese Silicide**: Cost expectations may rise, leading to a relatively strong oscillating trend, with a trend strength of 1, suggesting a bullish outlook [2][50][53]. - **Coke**: Oscillating with an upward bias, with a trend strength of 0, indicating a neutral outlook [2][55][58]. - **Coking Coal**: Affected by news, oscillating with an upward bias, with a trend strength of 1, suggesting a bullish outlook [2][56][58]. - **Steam Coal**: Daily consumption is recovering, and the market is stabilizing with oscillations, with a trend strength of 0, indicating a neutral outlook [2][60][63]. Agricultural Products - **Palm Oil**: Driven by macro - sentiment, but the fundamental upside is limited [2][62]. - **Soybean Oil**: There is insufficient speculation on US soybean weather, lacking upward drivers [2][62]. - **Soybean Meal**: Waiting for the USDA report, with a rebound and oscillation trend [2][64]. - **Soybean**: Spot prices are stable, and the market is oscillating [2][64]. - **Corn**: Undergoing oscillating adjustments [2][66]. - **Cotton**: The expectation of tight old - crop inventory continues to support futures prices [2][68]. - **Egg**: As the peak season approaches, attention should be paid to the expected difference [2][70]. - **Live Pig**: Spot sentiment is weakening, and there is a divergence between futures and spot prices [2][71]. - **Peanut**: There is support at the lower level [4].