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DocuSign: Rule Of 40 In Sight And $130 On The Horizon, I'm Long
Seeking Alpha· 2025-04-17 10:01
Group 1 - Michael Wiggins De Oliveira is an inflection investor, focusing on buying undervalued companies at pivotal moments when their profitability is expected to increase significantly over the next year [1] - The investment strategy emphasizes technology and the Great Energy Transition, including uranium, with a concentrated portfolio of approximately 15 to 20 stocks and an average holding period of 18 months [1] - Michael has over 10 years of experience in analyzing companies, particularly in the tech and energy sectors, and has built a following of over 40,000 on Seeking Alpha [2] Group 2 - The Investing Group Deep Value Returns, led by Michael, offers insights through its concentrated portfolio of value stocks, timely updates on stock picks, and a weekly webinar for live advice [3] - The group provides "hand-holding" support for both new and experienced investors, fostering an active and vibrant community accessible via chat [3] - Seeking FCF is associated with Michael Wiggins De Oliveira, indicating a collaborative approach in investment strategies [3]
广发证券发展研究中心金融工程实习生招聘
广发金融工程研究· 2025-04-15 02:11
实习时间: 每周至少实习3天以上,实习时间不少于3个月,不满足的请勿投递,实习考核优秀者有留用机会。 岗位职责: 1、负责数据处理、分析、统计等工作,协助研究员完成量化投资相关课题的研究; 实习生招聘 工作地点: 深圳、广州、上海、北京 ,要求线下实习 简历投递截止日期: 2025年4月30日 2、协助进行金融工程策略模型的开发与跟踪等工作; 3、完成小组安排的其他工作。 基本要求: 1、数学、统计、物理、计算机、信息工程等理工科专业,或金融工程相关专业,硕士或博士在读,特别优秀的大四 保研亦可,非应届(2026年及之后毕业); 2、熟练掌握Python等编程语言,熟悉SQL数据库,有优秀编程能力与编程规范; 3、有责任心,自我驱动能力强, 具有良好的信息搜集能力、逻辑思维能力、分析判断能力、言语和书面表达能力、 人际沟通能力。 加分项: 4、 具备扎实的金融市场基础知识,熟悉股票、债券、期货、指数及基金等核心概念; 5、数学基础好,有科研项目经历、有学术论文被SCI或EI收录; 6、熟悉Wind、 Bloomberg、天软等金融终端; 7、熟悉机器学习、深度学习,熟悉PyTorch、Linux,有GPU服务 ...
股市必读:第一医药(600833)4月11日董秘有最新回复
Sou Hu Cai Jing· 2025-04-13 18:43
董秘: 尊敬的投资者您好,公司在南京东路616号旗舰店携手合作伙伴共同打造了健康体重管理体验 区,通过健康数据跟踪、个性化体重管理、营养师建议、专家指导等多重服务帮助患者实现科学体重管 理,感谢您的关注。 投资者: 董秘您好!请问贵公司是否已经部署了DeepSeek?如果已经部署了,请问主要应用于哪些具 体的业务?公司接入DeepSeek有哪些成本、收益方面的考量?如果公司计划在未来再进行部署,计划 将DeepSeek应用于什么具体的业务呢?我们投资者非常期待您的回复,谢谢! 截至2025年4月11日收盘,第一医药(600833)报收于11.96元,下跌1.73%,换手率2.19%,成交量4.87万 手,成交额5871.22万元。 董秘最新回复 投资者: 你好!公司目前有没有获取上海境外旅客离境退税定点商店资质?谢谢 董秘: 尊敬的投资者您好,公司目前有部分门店为离境退税商店,感谢您的关注。 投资者: 请问是否有合作知名药械企业布局肥胖症治疗、体重健康管理疗诊相关业务? 董秘: 尊敬的投资者您好,公司下属零售药店可接收互联网医疗机构开出的电子处方,感谢您的关 注。 当日关注点 交易信息汇总:4月11日主力资金 ...
Q1净利预增7倍,3倍DS大牛股业绩出炉!
Ge Long Hui A P P· 2025-04-13 04:20
Core Viewpoint - Meige Intelligent has reported significant growth in its financial performance for 2024, with a notable increase in net profit and revenue, indicating a strong recovery and potential for future growth [1][3][4]. Financial Performance - In Q1 2024, Meige Intelligent expects a net profit attributable to shareholders of 40 million to 52 million yuan, representing a year-on-year growth of 518.53% to 704.09% [1][3]. - The company's net profit for the full year 2024 is projected to be 136 million yuan, a 110.64% increase compared to the previous year, with a revenue of 2.941 billion yuan, up 36.98% [3][4]. - The non-recurring net profit for Q1 2024 is anticipated to be between 38.7 million and 50.7 million yuan, reflecting a growth of 658.97% to 894.31% year-on-year [1][3]. Historical Performance - Meige Intelligent's net profit from 2021 to 2023 showed volatility, with figures of 118 million yuan, 128 million yuan, and 64.51 million yuan, indicating a decline of 49.54% in 2023 [4]. - Despite the low base in 2023, the 2024 performance marks a historical high for the company [4]. Stock Performance - Meige Intelligent's stock price experienced a significant surge, achieving an 8-day consecutive limit-up from January 24 to February 12, 2024, reaching a historical high of 73 yuan per share [6]. - Following this peak, the stock price has seen a correction, with a cumulative decline of 42.63% since February 13, 2024, currently trading at 40.9 yuan per share [8][10]. Market Outlook - The combination of strong financial results and a recent stock price pullback suggests that Meige Intelligent may be poised for a rebound in the near future [10].
OpenManus 00后主创现场演示,Agent开发的“快”与“痛” | 万有引力
AI科技大本营· 2025-04-11 09:49
以下文章来源于CSDN ,作者万有引力 CSDN . 成就一亿技术人 作者 | 万有引力 出品 | CSDN(ID:CSDNnews) 当 Manus 以其惊艳的自主任务执行能力点燃 AI Agent 领域的热潮时,其"一码难求"的现 状也让众多开发者望而却步。几乎在同时,一个名为 OpenManus 的开源项目以"火箭 般"的速度问世,不仅成功复刻了核心功能,更以完全开放的姿态,在短短不到一个月的时 间内于 GitHub 吸引了超过四万 Star 数的关注(截止本文发布,项目 Star 数已经达到 42.2k)。 OpenManus 项目 Star 数 这一现象背后,站着一群充满活力的 00 后程序员。他们利用下班后的短短三小时,凭借对 技术的热爱与开源精神,迅速将一个想法变成了现实。这种惊人的执行力与纯粹的"Just for Fun"动机,引发了业界的广泛讨论:这一代年轻开发者是如何学习、成长并拥抱前沿技 术的?他们与 AI 工具的深度协作达到了何种程度?支撑他们快速行动的技术积累和开源理 念又是什么?OpenManus 的诞生仅仅是复刻吗?其技术内核与未来方向又将如何演进? 梁新兵 : 向劲宇 : Op ...
耀才证券金融(01428):2024/25年度综合税后纯利约6.13亿港元,同比上升约10%
智通财经网· 2025-04-10 08:51
Group 1: Company Performance - Yao Cai Securities Financial reported an unaudited consolidated net profit of approximately HKD 613 million for the fiscal year 2024/25, representing a 10% increase from the previous year's net profit of approximately HKD 559 million [1] - The total number of customer accounts reached 587,072 as of March 31, 2025 [1] Group 2: Market Conditions - The Hong Kong financial market experienced significant fluctuations, with the Hang Seng Index showing resilience after the end of the COVID-19 pandemic and the onset of recovery measures [2] - The U.S. Federal Reserve's decision to cut interest rates in September marked the end of a prolonged high-interest period, positively impacting the Hong Kong stock market [2] - The Hang Seng Index rose above 23,000 points, with a record single-day trading volume of HKD 620.7 billion, the highest in Hong Kong's history [2] Group 3: Strategic Initiatives - Yao Cai Group has maintained a proactive business philosophy, investing in advertising and promotional strategies to attract investors [4] - The company offers competitive promotions for both Hong Kong and U.S. stock trading, including significant rewards for new customers and commission-free trading for the first month [4] - The performance of the U.S. stock market in the first half of the year and the improving conditions in the Hong Kong market contributed to increased customer acquisition and overall business growth [4]
Z Potentials|侯晓迪,前图森未来CEO再出发,“接管率已死,CPM当立” —— 用“每英里成本”撕开自动驾驶遮羞布
Z Potentials· 2025-04-09 03:08
当全球自动驾驶行业仍在技术奇点与商业回报的摇摆中艰难求索, 一位曾带领图森未来敲响纳斯达克钟声的硬核极客,正在用更 " 严苛精准 " 的算法重构 价值公式 —— 不是接管率,不是 Demo 里程数,而是冷峻到毫厘的 " 每英里成本 " ( Cost per Mile )。 从 Caltech 神经科学实验室到北美 I-10 州际公 路, Bot Auto 创始人侯晓迪的二十年技术长征,恰是自动驾驶行业从 " 仰望星空 " 到 " 脚踩泥泞 " 的范式转型:他曾在硅谷天使投资圈见证 300 多份商业 计划书背后的创投逻辑与幻梦;十年后,当他执掌上市公司时却发现,华尔街钟爱的 " 卡车故事 " 背后,竟是 40 美元成本与 2 美元收入的反差 --- 一场注 定失衡的死亡倒挂。 这位经历过生死误诊的连续创业者,正在将 " 第一性原则 " 推向极致 :当多数公司仍在比拼夜间复杂路况的 Demo 视频时, Bot Auto 已把总部迁至休斯顿 货运枢纽,用 " 肉身贴地 " 的笨功夫重构技术路径 —— 放弃华而不实的传感器军备竞赛,将生成式 AI 的预训练革命引入卡车领域,把数据标注成本压缩 至传统模式的 2% ;拒 ...
以零售金融促进消费提振 坚持零售战略定位不动摇 访平安银行党委书记、行长冀光恒
Jin Rong Shi Bao· 2025-04-08 02:43
《金融时报》记者:近年来,平安银行一直在推进零售转型,主动压降高风险、高定价、高利率的业 务,当前,平安银行推进零售转型的进展如何?如何看待商业银行零售业务的发展情况? 冀光恒:零售转型是一个周期性的过程,考验经营的耐心和韧性。过往零售的经营模式亟待升级,贷款 业务偏高风险高定价、存款业务高负债成本的局面需要改变。 平安银行坚持零售战略定位不动摇,经过一年多的改革,已逐步夯实结构性经营基础,通过吸引优质客 户、调整客群结构,推动资产结构持续优化。队伍建设方面,围绕"建队伍、推业务",完备数字化培训 体系和智能化营销工具,提升队伍综合经营服务能力;产品升级方面,丰富全产品货架,加快推进重点 产品的研发、落地与推广,搭建全流程产品监控体系;客户经营方面,做实获客和活客经营,积极布局 数字营销渠道,打造具有市场口碑的服务和权益体系,提升服务质效、优化客户体验;风控强化方面, 完善风险政策、迭代模型策略、优化审批授权体系、强化全流程管理,提升风险管控和经营能力。同 时,加强零售内部A端和L端协同,全面推动跨条线融合协同。 目前,虽然贷款、营收、利润等结果指标有所下滑,但已经看到过程指标发生变化。例如,存款方面表 现出 ...
InMode: Strategic Capital Allocation Unlocks Shareholder Value (Rating Upgrade)
Seeking Alpha· 2025-04-03 08:26
Just over a year ago, I wrote my first article about InMode (NASDAQ: INMD ), where I recommended the shares as a Hold due to management’s inefficient capital allocation. If you haven't seen it, I recommendMy name is Guilherme Nunes, and I am a certified stock analyst in Brazil with over 10 years of experience analyzing and publishing reports on companies in Brazil, Chile, and the United States.Throughout my career, I’ve focused primarily on small-cap companies, applying a deep value investment approach. Cur ...
Nexalin Technology Enrolls First Patients and Advances Toward Treatment in UCSD Clinical Trial
Newsfilter· 2025-04-02 12:30
HOUSTON, TX, April 02, 2025 (GLOBE NEWSWIRE) -- Nexalin Technology, Inc. (NASDAQ:NXL, NXLIW)) (the "Company" or "Nexalin") the leader in Deep Intracranial Frequency Stimulation (DIFS™) of the brain, today announced that it has successfully enrolled the first patients in its clinical trial at the University of California, San Diego (UCSD), in collaboration with the VA San Diego Healthcare System (San Diego VA). The company began treatment of the first patients this week with the Nexalin HALO™. This significa ...