债券代码：127098 债券简称：欧晶转债 证券代码：001269 证券简称：欧晶科技 | | □特定对象调研□分析师会议 | | --- | --- | | | □媒体采访□业绩说明会 | | 投资者关系活动 | □新闻发布会□路演活动 | | 类别 | □现场参观 | | | 其他（内蒙古辖区上市公司 2025 年投资者网上集体接待日 | | | 活动） | | 参与单位名称及 | 通过全景网平台参与公司内蒙古辖区上市公司 2025 年投资 | | 人员名称 | 者网上集体接待日活动的投资者 | | 时间 | 年 月 日 2025 7 11 16:00-18:00 | | 地点 | 全景网"投资者关系互动平台"（https://ir.p5w.net） | | | 总经理：安旭涛 | | 上市公司接待人 员姓名 | 董事、副总经理兼财务总监：马雷 | | | 副总经理、董事会秘书：刘敏 | | | 公司就投资者在本次活动中提出的问题进行了回复，主 | | | 要内容如下： | | | 1、整治"内卷式"竞争，光伏行业有望加速淘汰落后产 | | | 能，公司如何看待？光伏行业目前实际情况如何？ | | | ...

Low volatility and funding rates good too https://t.co/ksk1avRQvUKelly Greer (@kellyjgreer):btc on a tear with atm implied vol at 40v and binance funding at resting rateswe are just getting started labubu https://t.co/sQme9xvUUr ...

Specialist Sales APAC Specialist Sales 08 July 2025 J P M O R G A N JPM | CHINA STRATEGY - China's next policy pivot Matthew See +852 2800 8889 matthew.see@jpmorgan.com China strategist Wendy Liu (link) has published an excellent note discussing one of China's more interesting new themes - the pivot to an "anti-involution" policy. If the Sept-24 policy pivot was all about supporting growth, this pivot is about improving growth quality. What policy? Anti involution is the new buzz word to describe China's po ...

Global Research ab 9 July 2025 Global Strategy Navigating Summer Tariff Deadlines: Top 5 Trades & Client Positioning Summary: Investors still see tariffs as the #1 risk with little priced in for escalation. We think receiving July/Sept ECB contract is a decent hedge for FI portfolios. Most investors are sitting on cash, ready to buy the dip in case of renewed tariff-induced volatility. We open a Long EU IG vs. Itrax Main which appears well placed to benefit from potential summer volatility, supported by a c ...

11 July 2025 | 9:40AM CST China Healthcare: Jun 2025 China hospital equipment bidding: Growth on hold as ASP pressure unfolds, less expectation from stimulus in 2H We continue to track the procurement value of the main medical devices in China. Although the June bidding value data maintained a YoY growth rate of 49%, it still came in below our previous expectations due to a 3% MoM decline. We believe the decline was primarily driven by lower unit prices as a result of VBPs - continuing the trend observed in ...

Bitcoin has just broken its all-time high, and it's no wonder. Spot Bitcoin ETFs have served as rocket fuel for BTC's price. Countries are adding it to their national reserves, and more companies than ever are holding BTC on their balance sheets. However, while it seems like Bitcoin is going from strength to strength, many have questioned whether this concentrated accumulation of BTC is good for Bitcoin or whether it poses new threats. It's a threat. A threat. A recent article by one of crypto's sharpest mi ...

Market Opportunity - The memecoin "USELESS coin" has a large Chinese user base and strong metrics, presenting a potential listing opportunity for Binance [1] - Listing "USELESS coin" could lead to Binance dominating in volume, fees, and inflows, attracting users interested in the hottest memecoin narrative [1] - "USELESS coin" consistently achieves $40 million to $60 million+ in daily on-chain volume [2] - "USELESS coin" is a leading project on BonkFun, a new mainstream launchpad [2] Competitive Landscape - Only FARTCOIN and $TRUMP have consistently had more on-chain volume than "USELESS coin" in the past week [2] - "USELESS coin" is consistently in the top 10 memecoins by mindshare [2] - "USELESS coin" is not listed on any Tier 1 Centralized Exchange (CEX) [2] Community Engagement - "USELESS coin" has an "insane cult-like community," described by Coindesk as "crypto's newest memecoin cult" [2] - The $BONK community respects CZ and Binance [1]

Bitcoin's volatility is down, which means its famous price surges could become a lot less dramatic as the asset matures, experts told Decrypt. https://t.co/usf8bqFeiQ ...

Core Viewpoint - Navitas Semiconductor's shares surged by 83.5% in the first half of 2025 due to its partnership with Nvidia to develop next-generation data centers set to launch in 2027 [1] Industry Overview - The increasing demand from AI applications is straining global data center capacity, impacting power grids, networks, and infrastructure [2] - New 800-volt high voltage direct current (HVDC) data centers will convert 13.8 kV alternating current (AC) grid power to 800-volt HVDC, improving efficiency and reducing conversion steps compared to traditional data centers [3] Technological Advancements - Nvidia's new data centers will enhance efficiency, reduce copper requirements, increase reliability, decrease cooling needs, and lower maintenance costs by up to 70% [4] - Navitas Semiconductor's silicon carbide chips are crucial for converting grid power to 800-volt HVDC, while its gallium nitride (GaN) chips facilitate efficient power conversion at the IT rack [5][7] Future Outlook for Navitas Semiconductor - With the new data centers expected to be operational in 2027, significant sales growth is anticipated for Navitas, with projections of 50% and 40% sales growth in 2026 and 2027 respectively [9]

As Bitcoin Matures, Volatility Drops—So Expect Slower Climbs, Say Experts► https://t.co/b1tRiGPIt5 https://t.co/b1tRiGPIt5 ...