eye on that as well. AJ thank you. >> Great to be with you.>> Let's get back to the broader markets this morning. Joining us this morning is MetLife Investment Management chief market strategist Drew Matisse. Man we got a lot to catch up on.Drew it's good to see you again. Thanks for joining us. >> Thanks for having me on, Karl.>> You've been signaling softening in the labor market way before we got this last jobs print and these revisions. Has anything that's happened since, whether that's some of the infl ...

Tech is on pace for another week in the green. The Nasdaq looking to secure its fourth positive week in five. Big tech driving the index to more record highs this week as you know.And joining us this morning is Janice Henderson, portfolio manager Jeremiah Buckley. Jeremiah, happy Friday. Thanks for the time this morning.Good to see you. Hey, good morning Carl. Thanks for having me again.Before we get to individual names, I'm guessing that double digit earnings growth affords you some some opportunities over ...

Core Insights - The 2025 World Humanoid Robot Games marks the first global comprehensive competition for humanoid robots, taking place in an Olympic venue, showcasing advancements in robotics technology [3][8] - The event features 280 teams competing in 26 events over three days, including athletics, martial arts, and industrial applications, demonstrating practical applications of robotics [1][3] Group 1: Competition Highlights - On the first day, events included 1500m and 400m races, football, martial arts, and industrial material handling, with significant participation from various teams [3] - UTree Technology's subsidiary, Beijing Lingyi Technology, won the gold medal in the 1500m race with a time of 6 minutes and 34.40 seconds, while its Shanghai subsidiary, Gaoyi Technology, won the 400m race in 1 minute and 28.03 seconds [3][4] - A coach noted that humanoid robots have shown improved performance, with some robots now surpassing average human runners in speed [4] Group 2: Technological Advancements - The competition serves as a testing ground for humanoid robot technology, with teams facing challenges that lead to rapid data accumulation and development [4][10] - Beijing Noyiteng Technology provided technical support for the high jump event using optical motion capture technology, achieving sub-millimeter positioning accuracy [5][6] - The growth of AI and humanoid robot technology has made data collection for training a significant business opportunity for companies [6] Group 3: Industry Impact - The event is expected to attract over 10,000 spectators daily, representing a breakthrough in the application of humanoid robot technology and event management [10] - The development of the humanoid robot industry relies on collaboration among enterprises, markets, and policies, with recent supportive policies boosting domestic robot production [10] - The industry is seeing parallel breakthroughs in components such as dexterous hands, joint modules, and sensors, which are expected to accelerate the evolution of embodied intelligent robots [10]

Salesforce CRM shares climbed Friday as renewed investor optimism signaled a potential turning point for the software giant, which has faced slowing growth, rising competition, and mounting pressure to refocus on its core cloud business.DA Davidson analyst Gil Luria upgraded Salesforce CRM from Underperform to Neutral with a price forecast of $225 on Friday.Luria upgraded Salesforce to Neutral from Underperform but kept his $225 price forecast, valuing the company at 18.5x his updated fiscal 2027 EPS estima ...

Μεγάλη μου χαρά, μεγάλη μου τιμή να μαι εδώ πέρα σήμερα μαζί σας. Θέλω να ξεκινήσω με μια ερώτηση. Πόσοι γνωρίζετε αυτό το μηχάνημα που βλέπουμε τώρα στην οθόνη μας Ειλικρινά πείτε μου.Ευτυχώς δεν είμαι ο μεγαλύτερος στην στην αίθουσα αυτή. Το ξέρουνε κι άλλοι. Είναι ένας παλιός υπολογιστής λοιπόν.Home Micro, όπως λεγότανε τότε στην εποχή του εκεί περί το 80 και είχα τη χαρά να ταν το πρώτο τέλος πάντων έξυπτο μηχάνημα το οποίο διαχειρίστηκα. Believe it or not που λένε και στο χωριό μου στην Αρκαδία υπήρχε ...

वेरी गुड मॉर्निंग। हैप्पी कारगिल दिवस। इट्स रियली अ ऑस्पिशियस डे एंड आई एम वेरी ब्लेस्ड एंड ऑनर्ड टू बी हियर वि पीपल यूनिवर्सिटी टुडे। वन बिकॉज़ इट्स कारगिल विजय दिवस एंड टू बिकॉज़ भोपाल इज अ सिटी दैट आई ऑलवेज से गिव मी माय विंग्स। सो व्हेन आई वाज़ अ यंग स्टूडेंट आफ्टर ग्रेड 12 माय पेरेंट्स सेंट मी टू ओरिजिनल कॉलेज ऑफ़ एजुकेशन इन श्यामला हिल्स। सो एज अ हॉस्टलर देयर एंड एज़ अ यंग गर्ल। आई फाउंड माय विंग्स। आई टूक अ लॉट ऑफ डिसीजंस ऑन माय ओन एंड यू कैन से दैट द पर्सन आई हैव बिकम इज बिकॉज़ ऑफ दिस लवली सिटी ऑफ़ भोपाल। ...

中证报中证网讯(王珞)8月15日，全球高端PCB龙头企业生益电子(688183)发布2025年半年度报告，业绩 呈现爆发式增长。上半年实现营业收入37.69亿元，同比增长91.00%，归母净利润达5.31亿元，同比增 长452.11%。扣非净利润5.28亿元同比增长483.25%，盈利质量显著提升。单季度来看，第二季度营收 21.9亿元，同比增长101.1%；净利润3.3亿元，同比增长374.3%。公司拟每10股派发3元现金红利，合计 拟派发现金红利2.47亿元。 公司表示，尽管全球经济环境仍存在不确定性，但AI等新兴技术的快速发展为PCB行业，特别是高端产 品带来了广阔的增长空间。公司将继续深化市场布局，加速高端产能建设，强化技术创新与数智化转 型，不断提升核心竞争力，以把握市场机遇，实现可持续的高质量发展。 着眼未来高增长市场，公司强化核心领域布局并积极开拓前沿方向。在网络通信领域，公司持续深耕 800G高速交换机市场，实现稳健发展，并与核心客户紧密协同，加速推进下一代224G产品的研发，目 前相关产品已进入打样阶段。汽车电子业务方面，通过深化与全球汽车电子及电动汽车领域领导者的战 略合作，公司在智能辅助 ...

Google And Pollster Scott Rasmussen Will Use AI To Survey Americans’ Political Views https://t.co/c1JdH3SWJx https://t.co/c1JdH3SWJx ...

智通财经APP获悉，随着 2025 年二季度美股持仓报告(13F)密集披露，瑞银、富国银行、野村、索罗斯 基金等全球顶级机构的调仓轨迹逐渐清晰。在 AI 热潮与市场波动交织的背景下，巨头们对科技股的态 度出现明显分歧：有人减持避险，有人逆势加仓，更有人通过期权工具豪赌波动。这些动作不仅折射出 机构对当前市场的判断，更可能预示着下一阶段的投资主线。 瑞银：减持科技巨头，押注纳指回调 作为国际财富管理领军者，瑞银的持仓变动向来被视为市场风向标。二季度，瑞银美股持仓总市值环比 增长 7% 至 5800 亿美元，但对科技股的态度却转向谨慎。 在前十大重仓股中，瑞银对微软、英伟达、苹果等美国科技巨头全线减持：苹果减持幅度达 10.86%， 英伟达减持 5.16%，微软减持 3.95%。与此同时，瑞银大举增持纳斯达克 100 指数看跌期权(QQQ PUT)，持仓数量激增 84.21%，成为第九大重仓标的。 风险对冲层面，富国银行同样 "两手准备"：一方面增持 3.36% 债券 ETF(AGG)提升抗波动能力，另一 方面激进增持 92.25% 纳斯达克 100 指数看跌期权(QQQ PUT)，与减持 30.66% 纳指 1 ...

Core Viewpoint - Goldman Sachs has expressed a strong bullish stance on the Chinese market, indicating a renewed interest in long positions due to robust market performance driven by multiple factors including policy support, earnings growth, and capital inflows [1] Group 1: Market Performance - Both Hong Kong and mainland markets are experiencing significant upward momentum, with multiple indices reaching new highs; southbound capital inflows into Hong Kong stocks have accelerated, with a record net purchase of approximately 35.88 billion HKD on August 15, 2023, bringing total inflows for the year to 938.92 billion HKD, surpassing last year's total of 807.87 billion HKD [1] - The A-share market has also seen a substantial increase, with the Shanghai Composite Index returning to around 3,700 points and a trading volume exceeding 2.2 trillion CNY, marking the 29th trading day in A-share history to surpass this threshold [1] - The CSI 300 Index has risen for four consecutive months since April, potentially setting a record for the longest streak since 2020, with the CSI 1000 Index (excluding OFAC components) up over 12% [1] Group 2: Key Drivers of Market Confidence - **Policy Initiatives**: The government has introduced personal consumption loan interest subsidies to boost consumer confidence, while eight lithium battery companies have agreed to pause capacity expansion, leading to a recovery in industry valuations [2] - **Technology Sector Performance**: The earnings season for tech companies has shown strong results, with Tencent reporting Q2 2025 revenue of 752.91 billion CNY and adjusted EPS of 27.52 CNY, exceeding market expectations by 3%; AI-driven improvements have significantly boosted marketing service revenues [3] - **Funding Dynamics**: Retail investors have become the main force in the current market rally, with margin trading balances reaching a ten-year high of 202.04 billion CNY, while sentiment indicators suggest that investor enthusiasm remains moderate, indicating potential for further gains [4][7] - **Foreign Capital Expectations**: There is an increasing expectation for foreign capital to return, as Goldman Sachs notes a divergence between nominal and net market values, suggesting that global funds may amplify upward momentum [8] - **Liquidity Support**: China's liquidity supply grew by 4.6% year-on-year in June, marking the largest increase in over two years, providing a supportive environment for the stock market [9] Group 3: Investment Focus Areas - Goldman Sachs favors mid-cap indices in both Hong Kong and A-shares, specifically the CSI 500 and CSI 1000 [10] - **Technology and AI Sector**: Companies like Tencent and JD.com are showing effective AI applications, with significant growth in related sectors such as semiconductors and data centers [12] - **Consumer Recovery Chain**: Policy subsidies are directly benefiting sectors related to consumer loans, alongside improvements in retail fundamentals, making quality consumer leaders attractive [12] - **"Anti-Competition" Industries**: Sectors like lithium batteries and photovoltaics that have reached consensus on capacity are expected to see improved profitability for leading companies [13] - **High-Growth Mid-Caps**: The CSI 1000 Index includes many hidden champions in niche markets, which are likely to benefit from liquidity easing and industrial upgrades [13]