家人们很 fomo 吗，别急巨大涨幅的完成往往出现在很短的时间内，其他时间都是垃圾时间，错过了昨天今天可能马上就要结束咧 ...

Key Takeaways CDNS stock is up 24% in three months, nearing its 52-week high amid AI tailwinds. CDNS is poised to gain as clients boost investment in AI-driven automation and next-gen designs. 2025 revenue guidance is raised to $5.15B-$5.23B, with non-GAAP EPS now forecasted between $6.73 and $6.83.Cadence Design Systems (CDNS) stock has rallied 23.8% over the past three months. The stock closed last trading session at $322.66 and is now closer to its 52-week high of $330.09.  Image Source: Zacks Investme ...

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SHANGHAI, July 11, 2025 (GLOBE NEWSWIRE) -- ECARX Holdings Inc. (Nasdaq: ECX) (“ECARX” or the “Company”), a global mobility technology provider, today announced it has entered into a global strategic partnership with Samsung Group (“Samsung”), marking a new phase in their collaboration. This strengthened partnership will accelerate the commercialization of cutting-edge automotive intelligence technologies across automotive intelligence, terminal devices, and smart hardware, with the aim of building a sustai ...

特此公告。 中通客车股份有限公司董事会 股票简称：中通客车 股票代码：000957 公告编号：2025-041 中通客车股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 （一）业绩预告期间：2025 年 1 月 1 日至 2025 年 6 月 30 日 （二）业绩预告情况：同向上升 项目 本报告期 上年同期 盈利：16,500 万元至 21,000 万元 归属于上市公司股 东的净利润 盈利：11,094.60 万元 比上年同期上升 48.72%至 89.28% 扣除非经常性损益 盈利：15,500 万元至 20,000 万元 后的净利润 盈利：10,009.12 万元 比上年同期上升 54.86%至 99.82% 基本每股收益 盈利：0.28 元/股至 0.35 元/股 盈利 0.19 元/股 二、与会计师事务所沟通情况 本次业绩预告相关的财务数据未经注册会计师预审计,但公司已 就业绩预告有关事项与年报审计会计师事务所进行了预沟通，公司 与审计会计师在本报告期的业绩预告方面不存在分歧。 三、业绩变动原因说明 报告期内，公司出口 ...

Financial Highlights - Ondas expects to report approximately $6 million in revenue for Q2 2025, a 6-fold increase compared to Q2 2024[29] - The company estimates its backlog at $22.8 million, adjusted for the expected Q2 2025 revenue[29] - Ondas anticipates total revenue of $25 million for Ondas Holdings in 2025, with at least $20 million expected from OAS[29] - Convertible notes outstanding were reduced to $5.4 million at the end of Q2 2025[29] - The company's cash position is fortified with over $67 million as of Q2 2025[29] Market and Growth Strategy - NATO's commitment to increase defense spending to 5% of GDP by 2035 represents a significant shift, potentially leading to $1.2 trillion in annual defense outlays[40, 41] - The FY2025 bill allocates approximately $21.2 billion to programs relevant to Ondas' capabilities and services for governmental defense and security applications in the U.S[44] - The Optimus drone-in-a-box market is projected to reach $1.5 billion in 2025[118] - The counter-drone market, relevant to Iron Drone Raider, is projected to reach $3 billion in 2025[121] Future Outlook - OAS targets revenue of $40 million in 2026[176] - OAS aims to achieve positive EBITDA in the second half of 2026[174, 180] - OAS projects revenue between $140 million and $150 million and EBITDA between $40 million and $45 million by 2030[180]

近日，根据广汽菲克管理人发布的消息，经债权人委员会讨论，管理人申请湖南省长沙市中级 人民法院裁定宣告广汽菲克公司破产。这家由广汽集团与Stellantis集团合资的企业总部位于长 沙，自成立后一直处于亏损状态，2022年向法院申请破产。目前，推动破产进程成为中国汽车 行业加速出清的标志。 应从国家层面尽快建立引导汽车企业合并与收购体系，健全兼并重组机制。随着行业竞争加 剧，对破产或倒闭企业、过剩产能进行兼并重组的"市场交易需求"会大幅增加，建立健全促进 兼并重组的机制体系，有利于促进交易，降低制度成本有利于优化市场的资源配置。 中国企业亟需通过兼并重组改变"大而散"的现状，提高行业集中度与国际竞争力。兼并重组本 身虽然应该是一个市场化的结果，但目前受制于一些体制机制问题。首先应该健全企业破产机 制，推进企业注销配套改革，完善企业退出制度。目前我国大量僵尸企业无效占用各种资源， 主要因为存在破产退出难的问题，完善机制有助于快速出清低效产能，为优质企业释放发展空 间。 面对汽车行业持续的利润压力，一些汽车企业优先进行集团内部整合资源、提高效率、降低成 本，并选择战略收缩，以应对竞争日益激烈的汽车市场。据不完全统计 ...

Are you ready for the Tesla Robotaxi?The looks of the street will change forever. https://t.co/OYnrjHgJ10 ...

July 10, 2025 03:51 AM GMT Investor Presentation | Asia Pacific China Autos Overview | M | | | | --- | --- | --- | | | | Foundation | | July 10, 2025 03:51 AM GMT | | | | Investor Presentation Asia Pacific | Morgan Stanley Asia Limited+ | | | | Tim Hsiao | | | | Equity Analyst | | | China Autos Overview | Tim.Hsiao@morganstanley.com Stanley Wang | +852 2848-1982 | | | Research Associate Stanley.Wang@morganstanley.com | +852 2848-7382 | | | Peggy Wang | | | | Research Associate | | | | Peggy.Pc.Wang@morganst ...

Investment Rating - The report maintains a "Buy" rating for Pony AI Inc. with a 12-month price target of $26.00, indicating an upside potential of 109% from the current price of $12.44 [12]. Core Insights - Pony AI is positioned as a leader in Level 4 autonomous mobility, focusing on robotaxi and robotruck services in China, particularly in tier-1 cities [8][6]. - The company anticipates significant growth in Robotaxi operation revenues, projecting a compound annual growth rate (CAGR) of 188% from 2025 to 2027, with revenue contribution expected to reach 52% by 2027 [1][2]. - Management is optimistic about the turnaround in unit economics and profitability per car, primarily due to the introduction of generation 7 vehicles, which have hardware costs approximately 70-80% lower than previous generations [7][2]. Summary by Sections Robotaxi Market in China - China is the largest ride-hailing market, accounting for 40% of global transaction value, with tier-1 cities (Beijing, Shanghai, Guangzhou, Shenzhen) representing 40% of this market [2]. - The management emphasizes the importance of expanding the Robotaxi fleet size in these cities to enhance operational efficiency and reduce passenger wait times, thereby increasing daily orders per car [2][6]. Robotaxi Operations in Non-China Markets - Pony AI is also exploring opportunities in non-China markets, including South Korea, Singapore, the Middle East, and Luxembourg, while advocating for regulatory support to facilitate Robotaxi operations [6][3]. Unit Economics and Profitability - The management is confident that unit economics will improve due to the cost efficiency of generation 7 vehicles, which utilize automotive-grade sensors and computing platforms, optimizing both performance and cost [7][1]. - The company aims to achieve positive gross margins for Robotaxi operations by 2026, with expectations of reaching 12% and increasing to 29% by 2027 as the fleet size grows and operational efficiencies improve [1][8]. Financial Projections - Revenue projections for Pony AI indicate growth from $75 million in 2024 to $150.4 million by 2027, while EBITDA is expected to improve from negative figures to a more manageable level over the same period [12][8].