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DRAM 价格半年暴涨 47.7%!半导体材料ETF(562590)盘中回调蓄势
Mei Ri Jing Ji Xin Wen· 2025-07-02 08:36
Group 1 - The semiconductor materials ETF (562590) closely tracks the CSI Semiconductor Materials and Equipment Theme Index, which includes 40 listed companies deeply involved in the semiconductor materials and equipment sectors [2] - The index comprises leading companies that have shown significant performance in the domestic substitution process, such as North Huachuang and Zhongwei Company in the etching equipment sector, and Hushi Industry and Nanda Optoelectronics in key materials [2] - The sample selection focuses on core industry tracks, reflecting the trend of self-reliance and upgrading in the semiconductor industry chain, and represents the overall performance of listed companies in semiconductor materials and equipment [2] Group 2 - As of July 2, 2025, the CSI Semiconductor Materials and Equipment Theme Index (931743) fell by 1.99%, with notable declines in stocks such as Zhongke Feimeng down 5.84% and Zhongjing Technology down 4.79% [1] - The NAND Flash market price index increased by 9.2% and the DRAM market price index surged by 47.7% from the beginning of 2025 to the present, indicating a significant market shift [1] - The traditional DRAM products experienced a dramatic reversal from oversupply in the second half of 2024 to a shortage in the first half of 2025, impacting both server and consumer terminal markets [1]
Hasbro Stock Hits 2-Year High on Upgrade
Schaeffers Investment Research· 2025-07-01 14:55
Toy stock Hasbro Inc (NASDAQ:HAS) is trading at two-year highs today, last seen up 3.6% at $76.48, after an upgrade from Goldman Sachs to "buy" from "neutral." The firm also lifted its price target to $85 from $66, citing strength in the company's Wizards of the Coast unit (which includes Dungeons and Dragons and Magic: The Gathering), and a resilient core toy business. On the charts, HAS has been chopping higher since its April 9, 52-week low of $49.00, recently finding support at the 20-day moving average ...
X @Bloomberg
Bloomberg· 2025-07-01 06:58
The UK energy regulator set out a plan to increase the returns that investors can get on equity put into grid companies helping underpin a huge push to upgrade critical infrastructure during the next five years https://t.co/FknuWSrZ2d ...
X @mert | helius.dev
mert | helius.dev· 2025-06-30 19:40
Combine this with superstate taking companies public on solana and republic putting private company stock on solana (like SpaceX) — and we are literally upgrading the financial system, on solana ...
Global Net Lease Credit Ratings Upgraded By S&P Global
Globenewswire· 2025-06-30 10:00
Core Viewpoint - Global Net Lease, Inc. has received a credit rating upgrade from S&P Global, reflecting the positive impact of its recent $1.8 billion multi-tenant portfolio sale, which significantly reduced its debt [1][2][3]. Group 1: Credit Rating Upgrade - S&P Global upgraded Global Net Lease's corporate credit rating to BB+ from BB [1]. - The issue-level rating on GNL's unsecured notes was raised to investment-grade BBB- from BB+ [1]. Group 2: Portfolio and Financial Strength - The sale of the multi-tenant portfolio has resulted in a streamlined portfolio characterized by diversified, long-term triple-net leases, a broad tenant base, minimal near-term lease expirations, and high occupancy [2]. - The CEO of GNL emphasized that the credit rating upgrade validates the company's efforts to strengthen its balance sheet and portfolio through a disciplined capital strategy aimed at enhancing shareholder value [3]. Group 3: Future Commitments - The company is committed to further improving its financial position by continuing to reduce leverage and lower its cost of capital [3].
2025年第一季度,美国PC市场迎来强劲开局,同比增长15%,全年增长动力或将减弱
Canalys· 2025-06-30 06:30
| Canalys | | (现并入 | Omdia | | )的数据显示, | | --- | --- | --- | --- | --- | --- | | 2025 | | 年第一季度,美国台式机和笔记本出货量同比增长 | | | 15% | | ,达到 | 1690 | | | 万台。由于厂商为应对关税政策调整而加大出货力度,导致渠 | | | | | 道库存大幅增加,后续面临清理库存的压力。与此同时,消费者支出减弱,将使得全年增长放缓。预计 | | | | | 2025 | 年全年 | PC | | 出货量年增长率仅为 | | | 2% | 。随着大量 | | Windows | 系统升级将在 | | | 2025 | 年 | 10 | 月 | | Windows 10 | | 服务终止后启动, | | 2026 | 年出货量增速有望回升至 | | 4% | | 。 | | | | | | 今年,企业对PC的采购需求预计将持续强劲,有望弥补消费市场的疲软。商用PC出货量预计将增长 8%,而消费市场PC出货量则预计下降4%,形成鲜明对比。 C analys( 现并入 Omdia)的研究总监 Ishan ...
3 Stocks With Upgraded Broker Ratings to Consider for Solid Returns
ZACKS· 2025-06-27 13:51
Key Takeaways EXEL has seen a 5% broker rating upgrade and expects 32% earnings growth in 2025. LYFT earnings are projected to rise 15.8% in 2025, with broker ratings up 2.5% recently. KGC broker ratings rose 8.3% in four weeks as 2025 earnings are projected to surge 69.1%.Stock markets have been experiencing significant volatility of late. This is largely because of geopolitical tensions and the ongoing trade war. These near-term risks have led to expectations of economic slowdown and rising inflation. I ...
椰子专线“帕鲁港-洋浦港”直航实现周班化运营
Hai Nan Ri Bao· 2025-06-27 02:40
椰子运输时间从40天压缩到7天,损耗率从8%降至3%以内 椰子专线"帕鲁港-洋浦港"直航实现周班化运营 海南日报海口6月26日讯(海南日报全媒体记者 孙慧 实习生 吴琦)6月26日,在定安县塔岭工业园区 海南大好麦食品有限公司车间的全自动化生产线上,一个个椰子被机器剖开,提取椰子水进行包 装。"这批椰子是从洋浦运送过来的,现在每周都有直航船次从印度尼西亚运送椰子到洋浦港,原料有 保障了,我们的生产线也加足马力生产。"该公司营销总监万新栋介绍。 据介绍,2024年11月,印尼与海南的椰子海运直航物流通道试运行,今年5月,椰子专线"帕鲁港- 洋浦港"直航实现周班化运营,标志着椰子海运直航物流通道常态化运营。通过"政府引导+企业承运 +产业联动"创新模式,将椰子原料运输时间从40天压缩到7天,最近一次的专线单船运输量达4000吨, 创下单船运量历史纪录,为海南打造面向东盟的椰子产业枢纽按下加速键。 "运输时间缩短使我们更有信心做'零添加'高端产品。"万新栋说,椰子海运直航让原材料供应有保 障,破解同行企业原料争夺困局,生产线连续运转率得到提升;直航模式压缩了运输时间,使椰子水新 鲜度大幅改善,推动企业布局"零添加" ...
X @Messari
Messari· 2025-06-26 20:46
Ripple eyeing ‘multiple acquisitions,’ Ethereum-like upgrades to XRP Ledger https://t.co/3v6RoWEz23 ...
NexGold Infill Drilling Continues to Intersect High Grade Gold Mineralization at the Goldboro Gold Project; 3.58 g/t Gold Over 18.3 Metres, 2.79 g/t gold over 19.7 Metres and 103.50 g/t Gold Over 0.7 Metres
Globenewswire· 2025-06-26 11:00
TORONTO, June 26, 2025 (GLOBE NEWSWIRE) -- NexGold Mining Corp. (TSXV: NEXG; OTCQX: NXGCF) (“NexGold” or the “Company”) is pleased to provide a further update on its ongoing 25,000-metre diamond drill program initially announced on January 22, 2025 at the Company’s Goldboro Gold Project (“Goldboro”) in Nova Scotia. The drill program is primarily designed to infill specific areas of the open pit Mineral Resource identified to improve geological and grade continuity and potentially upgrade certain areas of In ...