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Remote Work, IoT, And Stock Repurchases Make Cable One A Buy
Seeking Alpha· 2025-06-19 13:06
Cable One, Inc. (NYSE: CABO ) could receive more demand for its services after the deployment of the DOCSIS 4.0 along with the emergence of remote work and the IoT industry. Besides, in my opinion, the recent decrease in contract termination costsBased in Europe, I am an independent investor with more than a decade of experience. I research cash flow statements and unlevered free cash flow figures. My articles may include a number of assumptions about the future free cash flow of companies. Many of those as ...
Deere & Company: Agricultural Machinery Leader
Seeking Alpha· 2025-06-19 12:09
Group 1 - Khaveen Investments is a global Investment Advisory Firm serving high-net-worth individuals, corporations, associations, and institutions [1] - The firm offers comprehensive services including market and security research, business valuation, and wealth management [1] - The flagship Macroquantamental Hedge Fund maintains a diversified portfolio across various asset classes, geographies, sectors, and industries [1] Group 2 - The investment approach integrates top-down and bottom-up analysis, blending global macro, fundamental, and quantitative strategies [1] - Core expertise lies in disruptive technologies such as Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]
科创板、创业板近5年分红回购超7300亿元,科创芯片ETF基金(588290)近一年累计涨近50%
Group 1 - The Sci-Tech Chip Index experienced a high and then a pullback, with trading volume exceeding 16 billion yuan, indicating active trading [1] - The Sci-Tech Chip ETF (588290) rose by 0.35% as of the report, with a nearly 50% cumulative increase over the past year [1] - The Chairman of the China Securities Regulatory Commission highlighted the significant improvement in the proportion of technology companies among A-share listed companies, increasing from 12% to 27% over the past decade [1] Group 2 - The electronic technology industry is expected to have significant long-term growth opportunities due to slow demand recovery and continuous technological advancements [2] - The AIOT sector is benefiting from the trend towards smart technology, with strong demand for computing chips and optical devices, driving the development of the semiconductor equipment and materials industry [2] - The semiconductor industry is anticipated to fully recover by 2025, with an accelerated clearing of the competitive landscape and continuous improvement in profits for related companies [2]
刚刚,跌了
Zhong Guo Ji Jin Bao· 2025-06-19 05:03
大家好!来一起关注上午的市场行情和最新资讯~ 6月19日上午,A股市场震荡走低,午前持续下探。截至午间收盘,A股主要指数集体飘绿,上证指数跌0.86%,深证成指跌1.01%,创业板指跌1.1%。 | A股 港股 美股 全球 基金 同 | | | --- | --- | | 内地股票 | | | 资金净流入 行情 | 涨跌分布 | | 上证指数 深证成指 | 北证50 | | 3359.78 10072.42 | 1379.67 | | -29.03 -0.86% -103.16 -1.01% -13.77 -0.99% | | | 科创50 创业板指 | | | 964.26 2032.19 | 5110.84 | | -3.92 -0.41% -22.54 -1.10% -54.38 -1.05% | | | 沪深300 | | | 3844.67 5681.60 | 4502.98 | | -30.30 -0.78% -64.27 -1.12% -37.43 -0.82% | | | 中证1000 深证100 | 中证红利 | | 6063.96 4411.46 | 5375.94 | | -71.43 ...
刚刚,跌了
中国基金报· 2025-06-19 04:57
【导读】 A 股市场震荡走低,银行、电子板块存局部行情 中国基金报记者 晨曦 | 跌 4654 | 涨 713 | | --- | --- | | 成交额 8058.88亿 | 预测成交额 1.29万亿,增725亿 | 全 市 场 半 日 成 交 额 为 8 0 5 9 亿 元 , 较 上 日 小 幅 放 量 ; 全 市 场 4 6 5 4 只 个 股 下 跌 , 仅 7 1 3 只 个 股 上 涨 。 盘面上,上午能源设备、半导体、银行、食品饮料等板块相对坚挺,固态电池、人形机器 人、央企银行等概念股存在局部行情;国防军工、多元金融、纺织服饰、美容护理等板块不 振,核聚变、减肥药等概念股跌幅居前。 | Wind中国行业指数 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 能源设备 | 半导体 | 银行 | 酒業 | 0.13% | -0.17% | -0.21% | -0.24% | | 陆路运输 | 餐饮旅游 | 汽车零部件 | 石油天然气 | -0.36% | -0.43% | -0.63% | -0.27% | | ...
号称“全球最小”Linux电脑:40mm×35mm大小,却能跑Ubuntu、连蓝牙、还有显示屏!
猿大侠· 2025-06-19 04:36
整理 | 苏宓 出品 | CSDN(ID:CSDNnews) 你见过最小的计算机有多小? 最近,一台只有邮票大小的 Linux 电脑在网络上引发了热议——它甚至比一张美国护照照片还要 小,却依然是一台货真价实、能运行 Linux 系统的小型开发平台。 谁能想到,这台袖珍电脑还配备了一个内置屏幕,而且屏幕可读性也还不错。 号称"全球最小的 Linux 开发板",只有 40mm ×35mm 这款设备名叫 Quantum Mini ,由国外极客博主 Anbu Kumar 亲手打造。 它的尺寸仅为 40mm × 35mm。 对比一下,美国护照照片的标准尺寸是51mm×51mm,也就是说它比照片还要小一圈。 对此,不少网友将其评为"全球最小的 Linux 计算机",虽然这一说法尚未经过权威认证,但就实际 尺寸和配置来看,确实突破了大众对计算机体积的想象。 其内部搭载了 Allwinner H3 四核 Cortex-A7 处理器、ARM Mali-400 MP2 GPU 和 512MB LPDDR3 内存。 同时,正如下图所示, Quantum Mini 中还 集成了一块迷你 IPS 屏幕,具备良好可读性,至少看得 还算 ...
Dyne Therapeutics - Emergence As A Superior DM1 / DMD Player Warrants Rating Upgrade
Seeking Alpha· 2025-06-18 15:08
Group 1 - The article promotes a weekly newsletter focused on stocks in the biotech, pharma, and healthcare industries, aimed at both novice and experienced investors [1] - The newsletter provides insights on key trends, catalysts driving valuations, product sales forecasts, and integrated financial statements for major pharmaceutical companies [1] - The author, Edmund Ingham, has over 5 years of experience in the biotech sector and has compiled detailed reports on more than 1,000 companies [1]
晚间公告丨6月18日这些公告有看头
Di Yi Cai Jing· 2025-06-18 10:14
6月18日晚间,沪深两市多家上市公司发布公告,以下是第一财经对一些重要公告的汇总,供投资者参 考。 【品大事】 华特达因:获郭伟松举牌 持股比例达5% 华特达因公告,6月17日,郭伟松通过深圳证券交易所系统以集中竞价方式增持华特达因股份2.44万 股,累计持有1171.66万股,持股比例达到5%。郭伟松不排除在未来12个月内继续增加在公司中拥有的 权益股份的可能。本次权益变动不会导致公司控股股东及实际控制人发生变化。 4连板山东墨龙:目前经营情况正常 不存在公司应披露而未披露的重大事项 山东墨龙发布股票交易异常波动公告,经核实,公司前期披露的信息不存在需要更正、补充之处,近期 公司生产经营情况及内外部经营环境未发生重大变化,公司、控股股东和实际控制人不存在关于本公司 的应披露而未披露的重大事项。 新凤鸣公告,全资孙公司浙江独山能源有限公司拟以自有资金出资7008万元,通过受让浙江金联港务有 限公司原股东中国航油集团物流有限公司股权的方式取得金联港务36%的股权。 炬芯科技:端侧AI音频芯片新品推广取得阶段性成果 炬芯科技公告,公司基于存内计算技术的端侧AI音频芯片新品已推出ATS323X、ATS286X、AT ...
百奥赛图(02315)靠持续创新跑通Biotech商业模式 双轮驱动打开成长天花板 迎来估值重塑
智通财经网· 2025-06-18 09:47
Core Viewpoint - The Hong Kong stock market's biotechnology sector is experiencing a resurgence, with Baiaosaitu (02315) emerging as a standout performer due to its unique dual business model of "innovative animal models + antibody molecule transfer," leading to a significant increase in its stock price and valuation [1] Group 1: Innovative Animal Models - Baiaosaitu has established a strong foundation in innovative animal models, developing over 3,500 gene-edited animal and cell models, with more than 1,000 used for drug evaluation [2] - The company has transitioned from a service-oriented model to a product sales model, significantly enhancing drug development efficiency for innovative pharmaceutical companies [2] - In 2024, revenue from innovative animal models is projected to reach 389 million yuan, a 43% increase from 2023, with a three-year compound growth rate of approximately 52% and a gross margin exceeding 75% [3][4] Group 2: Antibody Transfer Development - The antibody discovery business has rapidly developed into a key growth driver for Baiaosaitu, with the "Thousand Mice Ten Thousand Antibodies" initiative aimed at large-scale drug development for over 1,000 potential drug targets [5][6] - By the end of 2024, Baiaosaitu had signed approximately 200 cooperation agreements for antibody molecule development, with seven of the top ten global pharmaceutical companies as clients [7] - Revenue from the antibody business is expected to reach 318 million yuan in 2024, an 81% increase from 2023, with a three-year compound growth rate of nearly 58% and a gross margin exceeding 80% [8] Group 3: Financial Performance and Valuation - In 2024, Baiaosaitu achieved total revenue of 980 million yuan, a year-on-year increase of approximately 37%, while maintaining a gross margin of around 78% [9] - The company reported a net profit of 33.54 million yuan, marking a turnaround from previous losses, and generated a net cash inflow from operating activities of 211 million yuan [9] - The unique dual-driven model of "innovative animal models + antibody transfer development" positions Baiaosaitu favorably in the market, leading to a higher valuation compared to peers [10]
恒生医疗ETF嘉实(159557)盘中交投活跃,最新规模创近1年新高!
Sou Hu Cai Jing· 2025-06-18 03:50
截至2025年6月18日 11:11,恒生医疗保健指数下跌1.63%。成分股方面涨跌互现,思派健康领涨14.51%,健康之路上涨6.02%,美中嘉和上涨2.90%;微创脑 科学领跌,绿叶制药、一脉阳光跟跌。恒生医疗ETF嘉实(159557)下修调整。拉长时间看,截至2025年6月17日,恒生医疗ETF嘉实近2周累计上涨6.60%。 流动性方面,恒生医疗ETF嘉实盘中换手10.03%,成交2817.70万元,市场交投活跃。拉长时间看,截至6月17日,恒生医疗ETF嘉实近1周日均成交6986.95 万元。 规模方面,恒生医疗ETF嘉实最新规模达2.82亿元,创近1年新高。份额方面,恒生医疗ETF嘉实近1周份额增长1300.00万份,实现显著增长。 资金流入方面,恒生医疗ETF嘉实最新资金净流入1156.45万元。拉长时间看,近5个交易日内,合计"吸金"1460.68万元。 截至6月17日,恒生医疗ETF嘉实近1年净值上涨56.06%,QDII股票型基金排名15/119,居于前12.61%。从收益能力看,截至2025年6月17日,恒生医疗ETF 嘉实自成立以来,最高单月回报为23.84%,最长连涨月数为4个月,最长 ...