Investors will watch earnings-season reports for clarity on how tariffs affect companies’ businesses https://t.co/naTPpmtJN8 ...

继续挖潜 PCB 上游新材料，结合新材料在 PCB 中成本占比、供给格局，我们看好电子布、铜箔两个领域。英伟达将 GB200NVLink 设计从基于 HDI+铜连接更改为高层高频低介电 PCB，下游 AI 应用场景高景气催化上游新材料，PCB 上游 为 CCL，CCL 上游采购主材包括电子布、铜箔、树脂等。此前，电子布的市场研究较为充分，从 low-dk 一代、二代延 伸到三代（也称为 Q 布/石英布），以及 low-cte 品类，当前电子布的需求和供给预期差越来越小，但同属于高端 PCB 原材料的高阶铜箔材料，具备同样持续升级、高端紧缺属性，预期差仍然较大。RTF 铜箔和 HVLP 铜箔属于高性能电子 电路中的高频高速基板用铜箔，具有低的表面轮廓度，传送信号损失低，阻抗小等优良介电特性，应用于不同传输速 率的服务器、数据中心、雷达等通信和智能化领域。首先，高阶铜箔分为多代产品，终端应用尚未定型，存在较大的 可能性。第二，铜箔和电子布均是促进电性能的重要材料，产品之间的应用比例，是否存在叠加或者替代关系仍需下 游验证、确认最终 PCB 的设计方案。第三，高阶铜箔国产化率较低，国内能够顺利进入批量供应的企业凤毛 ...

星网锐捷（002396.SZ）2025 年中报预告点评 ➢ 事件：2025 年 7 月 11 日，公司发布 2025 年中报预告。H1 公司预计实现 归母净利润 1.8 亿元–2.4 亿元，同比增长 43.8%-91.8%；扣非归母净利润 1.6 亿元–2.1 亿元，同比增长 51.1%-98.3%。单 Q2 公司预计实现归母净利润 1.4 亿元–2.0 亿元，同比增长 41.4%-91.8%，环比增长 227.3%-369.8%；扣非归母 净利润 1.3 亿元–1.8 亿元，同比增长 23.6-71.0%，环比增长 342.2%-511.6%。 ➢ 互联网数据中心交换机加速交付叠加经营改善，Q2 净利润同环比高增。 公司净利润高增，主因互联网行业数据中心加快建设，25 年框采交付进度要求 快于往年，公司主要子公司锐捷网络（公司持股 45%股份）面向互联网客户的数 据中心交换机产品订单加速交付，营业收入较上年同期增长。运营商侧，6 月 11 日中国移动发布 25-27 年数据中心交换机集采，总价 16 亿元，锐捷网络中标 3.5 亿元，份额 21%，公司在运营商核心数据中心交换机供应商地位稳定。据 IDC， ...

Forbes surveyed billionaires to find out how they’ve incorporated AI. https://t.co/dXSn38Jn2M https://t.co/dXSn38Jn2M ...

Core Insights - Nvidia has achieved significant stock performance, rising approximately 1,000% since the beginning of 2023, and has the largest market capitalization globally [1][2] Group 1: Market Position and Product Demand - Nvidia manufactures GPUs, which excel in parallel processing and have expanded their applications beyond gaming to include AI training, engineering simulations, cryptocurrency mining, and drug discovery [4] - The company holds a dominant 90% market share in the GPU market, allowing it to charge premium prices and achieve profits that exceed revenue growth [6] Group 2: Future Growth Potential - The demand for AI is driving unprecedented capital expenditures in data centers, with AI hyperscalers announcing record spending for 2025, indicating a multiyear growth trajectory [8] - A third-party market study projects global capital expenditures on data centers to increase from $400 billion in 2024 to $1 trillion by 2028, with Nvidia generating $115 billion in revenue from its data center division in 2024 [9] - If Nvidia maintains its market share in the data center space, it could potentially generate nearly $300 billion in revenue from this segment alone, suggesting substantial upside for the stock [10] Group 3: Long-term Outlook - Despite its past performance, Nvidia still has significant growth potential, particularly in the data center sector, which could lead to market-beating returns in the future [11]

ALTCOIN MCAP GOLDEN CROSS IS ABOUT TO HAPPEN.Last time this happened in Q4 2024 and Crypto MCap pumped 41% in just 2 weeks.Altseason is coming 🚀 https://t.co/gVNzBmbiZW ...

整理 ｜ 彭倩 #Big News# 传瑞幸大股东竞购星巴克中国，要拿下股权不容易 星巴克中国的股份竞购阵容越发强大，已从20家扩充至30多家。 除了此前传出的高瓴资本、私募基金凯雷、KKR 之外，本周又传出另一位重量级投资方——瑞幸咖 啡的最大股东大钲资本，考虑到瑞幸和星巴克的强竞争关系，大钲资本算是最具戏剧性的一位潜在投 资者。 据 CNBC 援引"知情人士"消息称，星巴克已收到数份针对其中国业务的收购提议，大多数投资者均 瞄准控股权；但星巴克仍倾向于保留30%的股权，符合此前"保留相当比例"的说法，其余股权将由多 家买家分摊，每家持有不到30%。初步筛选可能在两个月内完成，但整个交易在今年年底前完成的可 能性不大。 新的股权方案下，星巴克中国的估值首次突破了百亿美元。该消息流传开后，星巴克美股股价上涨 3%，市值达到1078亿美元。 不过，一位知情人士对小食代称，大钲资本胜出的可能性不大，根本原因还是在于两家相互竞争的关 系。从最新传出的投资架构来看，虽不再是控股股东，但仍是最大股东，星巴克或将拥有中国业务的 核心战略掌控权，但新股东的加入有可能通过董事会席位影响星巴克的中国策略，大钲资本肯定也希 望能 ...

Group 1 - Tesla (TSLA) has experienced a year-to-date decline of 23%, primarily due to a 13% year-over-year drop in vehicle sales and a significant 49% decrease in Europe [1] - The decline in Tesla's stock is attributed to external factors, including political distractions involving Elon Musk, which have contributed to market polarization [1] Group 2 - MMMT Wealth, led by Oliver, focuses on investment strategies and stock analysis, aiming to provide insights based on investor calls, presentations, and financial news [1] - Oliver has 5 years of investing experience and 4 years as a CPA, emphasizing the importance of thorough research in identifying high-potential businesses [1]

Group 1 - There is an exceptional investment opportunity in Alibaba stock, which also extends to the broader Chinese market [1] - Invictus Origin, founded by Oliver Rodzianko, aims to deliver among the highest annual returns globally through innovative portfolio strategies [1] - The flagship High-Alpha Black Swan Portfolio is designed to significantly outperform leading indices, including the Nasdaq-100, while maintaining approximately 20% in dynamic cash reserves [1] Group 2 - Oliver Rodzianko has extensive experience as a macro-focused investment analyst, specializing in public equities and emphasizing fundamental valuation and long-term market cycles [1] - The investment process of Invictus Origin integrates U.S. market specialization with comprehensive international market awareness [1] - The firm is characterized by resilience, performance, and disciplined capital stewardship, supported by a family office structure dedicated to lower-volatility capital preservation [1]

Even if the world needs to become much better at managing their waste https://t.co/HxExgYE54R ...