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高盛:中微公司_管理层电话会议_存储和逻辑芯片业务订单稳固;新产品研发周期加快;评级买入
Goldman Sachs· 2025-07-14 00:36
11 July 2025 | 12:20AM HKT AMEC (688012.SS): Mgmt. call: Solid order from memory and logic; accelerated R&D cycle on new products; Buy We hosted AMEC management on July 10 in our China Semis Corp Call series (July 7 - 10). Key discussions focused on order momentum, China semis capex outlook, and product expansion plans. Overall, management maintained their positive tone of solid order growth driven by clients' capacity expansion and the increasing penetration of domestic equipment. The company is actively e ...
X @Bloomberg
Bloomberg· 2025-07-13 21:04
A ferocious advance in Chinese biotech is challenging Western dominance in drug innovation https://t.co/VmMLoJLBVj ...
X @Decrypt
Decrypt· 2025-07-13 20:05
A former voting tech auditor claims that voting machines still lack key security fixes flagged in 2006, leaving U.S. elections vulnerable. https://t.co/2POrSofmAS ...
X @Bloomberg
Bloomberg· 2025-07-13 12:05
The first American set foot on the Moon more than 50 years ago. @fayeflam explains why, despite the leaps in technology, it's been so hard to do it again. (via @opinion) https://t.co/WgbyJnZtmL ...
X @Bloomberg
Bloomberg· 2025-07-13 10:05
Trump's FTC Chairman Andrew Ferguson is maintaining the agency's focus on tech giants and putting new muscle behind longstanding conservative complaints https://t.co/6GKEKMm2w8 ...
甬矽电子: 甬矽电子(宁波)股份有限公司向不特定对象发行可转换公司债券上市公告书
Zheng Quan Zhi Xing· 2025-07-13 08:12
股票简称:甬矽电子 股票代码:688362 甬矽电子(宁波)股份有限公司 Forehope Electronic (Ningbo)Co.,Ltd. (浙江省余姚市中意宁波生态园兴舜路 22 号) 向不特定对象发行可转换公司债券 上市公告书 保荐人(主承销商) (深圳市福田区福田街道益田路 5023 号平安金融中心 B 座第 22-25 层) 二〇二五年七月 第一节 重要声明与提示 甬矽电子(宁波)股份有限公司(以下简称"甬矽电子""发行人""公司" 或"本公司")全体董事、监事和高级管理人员保证上市公告书的真实性、准确 性、完整性,承诺上市公告书不存在虚假记载、误导性陈述或重大遗漏,并对其 内容的真实性、准确性和完整性承担个别和连带的法律责任。 根据《中华人民共和国公司法》(以下简称"《公司法》")、《中华人民 共和国证券法》(以下简称"《证券法》")等有关法律、法规的规定,本公司 董事、高级管理人员已依法履行诚信和勤勉尽责的义务和责任。 中国证券监督管理委员会(以下简称"中国证监会")、上海证券交易所(以 下简称"上交所")、其他政府机关对本公司可转换公司债券上市及有关事项的 意见,均不表明对本公司的任何保 ...
X @The Wall Street Journal
The Wall Street Journal· 2025-07-12 20:56
The latest trendy smart wearable? A glucose monitor for adults who aren’t dealing with diabetes. Here’s what @nicnguyen learned when she wore one for two weeks. https://t.co/MV4Uslj3vu ...
X @The Economist
The Economist· 2025-07-12 19:20
“Donald Trump’s hostility to the very idea of climate change may yet end up making green technologies better,” hopes Vinod Khosla, “by forcing a rethink on wasteful subsidies and refocusing government efforts on the most promising tech to scale” https://t.co/GsFIfd0lzY ...
How HBM Makes Micron Unstoppable
Seeking Alpha· 2025-07-12 19:04
Core Insights - The focus is on identifying undervalued companies with significant growth potential, particularly in technology, AI, fintech, and cloud infrastructure [1] - Emphasis is placed on rigorous fundamental analysis combined with forward-looking strategies to assess business quality and leadership execution [1] - The investment strategy targets platform businesses with network effects and monetization models that are not fully recognized by the market [1] Investment Strategy - The approach includes monitoring cash flow resilience, balance sheet flexibility, and establishing valuation floors to protect capital [1] - The goal is to invest in opportunities where narrative changes can lead to multi-year upside with limited downside risk [1] - The research aims to provide practical insights that empower investors to understand the core drivers of durable value creation beyond surface-level headlines [1]
X @Unipcs (aka 'Bonk Guy') 🎒
Unipcs (aka 'Bonk Guy') 🎒· 2025-07-12 16:41
i'm actively scanning the BonkFun trenches to see if there's anything new i can bid on my public wallet 👀️️- viral TikTok narratives- animal coins- cult memes- AI plays- tech/infra plays- Chinese/Korean/Japanese/Russian/Turkish coinsliterally anythingi think the next few weeks will be fun for the trenchesfeel free to turn my comments section into your shill zonei heard that whales with 7 figures in capital are actively lurkingand you never know what might catch my fancyso bring it on! ...