点击蓝字，关注我们 · 政府及企业订单恢复 （2023年新签约客户194名，较2022年175名增长10.9%）。 · 海外市场扩张 （已覆盖全球160个城市，800+客户，包括阿联酋、新加坡等）。 | | 2022年 | | 2023年 | | 2024年 | | | --- | --- | --- | --- | --- | --- | --- | | | 人民幣 | 96 | 人民幣 | 95 | 人民幣 | 45 | | | | | (人民幣千元,百分比除外) | | | | | AI產業數智化. | 472.456 | 64.0 | 624,103 | 62.0 | 1.640.645 | 89.0 | | AI城市智能化. | 152.660 | 20.7 | 224.047 | 22.3 | 144.633 | 7.8 | | AI智慧生活 .. | 80.806 | 10.9 | 76,738 | 7.6 | 30.886 | 1.7 | | AI智慧能源 .. | 32,366 | 4.4 | 81,360 | 8.1 | 26.935 | 1.5 | | 總計 | 738,288 | 10 ...

A symbiotic relationship between Russia and Central Asia looks likely to endure. Their tensions will no doubt endure too https://t.co/KdAPXu9kRd ...

截至2025年7月7日 10:00，中证消费电子主题指数(931494)成分股方面涨跌互现，鹏鼎控股(002938)领涨3.33%，闻泰科技(600745)上涨0.88%，格科微 (688728)上涨0.58%；东山精密(002384)领跌。消费电子ETF(561600)最新报价0.8元，拉长时间看，截至7月4日，消费电子ETF近1年净值上涨23.28%。 流动性方面，消费电子ETF盘中换手1.14%，成交185.15万元。拉长时间看，截至7月4日，消费电子ETF近1年日均成交1514.55万元，排名可比基金前2。 消息面上，行业媒体报道，市场调查机构CounterPointResearch近日发布博文，报告称在2025年第2季度中国智能手机市场批发销量上，华为和苹果领跑市场 增长。细分到品牌方式，华为同比增长12%，并且在618促销期间的销量增长非常明显。而苹果方面，得益于iPhone16Pro和iPhone16ProMax机型的促销，在 今年5月开始的活动中极大地提振了销量，相比较去年同期增长8%。 上海证券分析指出，部分消费电子相关标的具备性价比：4月份由于宏观因素对股价的冲击，消费电子中以"苹果产业链 ...

[Music] And as we close out this holiday weekend, there is good news tonight about a small town's big moment, a celebration of community and tradition. In Bristol, Rhode Island, is the new 1785. This is Americana right here. This is my country.That's because the 4th of July is this town's time to shine. Happy 4th. Happy birthday, America.For 240 years, Bristol has kept the party going every year, making it the oldest continuous July 4th celebration in the country. [Music] This is our Christmas. We start pre ...

"I am a citizen of the United States and have only that passport. No matter what happens, I will fight for and die in America."Elon Musk https://t.co/XHvkPicERP ...

A symbiotic relationship between Russia and Central Asia looks likely to endure. Their tensions will no doubt endure too https://t.co/A8ZXBNBbxm ...

Core Viewpoint - Moderna has experienced a significant decline in stock performance and sales due to waning demand for its coronavirus vaccine, losing over 90% of its value since its peak in 2021 [1][2][7] Company Background - Moderna initially gained prominence during the pandemic, generating up to $18.4 billion in annual revenue from its coronavirus vaccine, leading to substantial profits [4] - The company has since faced challenges as vaccine demand decreased, and its RSV vaccine sales have also underperformed [5] Cost Management and R&D Focus - In response to declining sales, Moderna has initiated a cost realignment plan aiming to reduce GAAP operating costs by up to $1.7 billion by 2027 [6] - The company is prioritizing research and development, with plans to launch as many as 10 new products in the next three years, although these launches are not guaranteed [6] Future Product Pipeline - Moderna anticipates having around 10 products on the market in 10 years, including several cancer vaccines and a cytomegalovirus vaccine, along with potential respiratory virus vaccines [11] - The company has a strong success rate in late-stage trials, with an 83% probability of success in phase 3 trials compared to the industry average of 69% [12] Revenue Projections - By 2028, Moderna expects to break even on an operating cash cost basis and generate $6 billion in revenue, with new product launches from 2026 to 2028 projected to yield a compounded annual growth rate of 25% or more [12] - Even with partial success in product launches, Moderna could achieve significant revenue growth over the next decade [13]

Group 1 - The article promotes a weekly newsletter focused on stocks in the biotech, pharma, and healthcare industries, aimed at both novice and experienced investors [1] - The newsletter provides insights on key trends, catalysts driving valuations, product sales forecasts, and integrated financial statements for major pharmaceutical companies [1] - The author, Edmund Ingham, has over 5 years of experience in the biotech sector and has compiled detailed reports on more than 1,000 companies [1]

Core Viewpoint - There is a notable disconnect between Wall Street's perception of Qualcomm and its actual performance, suggesting potential investment opportunities as the company shows strong operational results despite a consensus Hold rating from analysts [1][15]. Financial Performance - Qualcomm's diversification into high-growth sectors beyond smartphones is yielding significant financial growth, indicating that the current stock price may not fully reflect its balanced business model [2][16]. - The automotive division has seen a substantial revenue increase of 59% year-over-year, reaching $959 million, driven by the adoption of the Snapdragon Digital Chassis platform [4]. - The Internet of Things (IoT) segment has also emerged as a growth engine, with revenue climbing 27% year-over-year to $1.58 billion, fueled by industrial applications [6]. Future Growth Catalysts - Qualcomm is launching a major push into the personal computer market with its Snapdragon X Elite and X Plus processors, which could significantly enhance future revenue streams [8][9]. - The automotive design-win pipeline exceeds $45 billion, indicating a strong future revenue stream from this segment [5]. Valuation and Dividend - Qualcomm's stock trades at a trailing P/E ratio of approximately 16.50, which is considered attractive compared to the industry average of 57, suggesting a potential undervaluation [12]. - The company offers a dividend yield of 2.20%, supported by a sustainable payout ratio of 36%, providing direct cash returns to shareholders [10][14]. Strategic Outlook - Qualcomm's leadership is focused on reducing dependence on any single customer, particularly in light of potential risks associated with its relationship with Apple [11]. - The company's successful transformation and diversification strategy present a compelling investment case, challenging the current market sentiment [16].

近日，上海商米科技集团股份有限公司（简称"商米科技"）在港交所递交了上市申请，德意志银行、中 信证券和农银国际为其联席保荐人。 据了解，商米科技早在2021年就曾在上交所开启上市进程，不过上交所在两轮问询中对其科创属性、产 品智能化程度、毛利率等问题提出问题。2022年，商米科技主动撤回了其上市申请。 公开资料显示，商米科技成立于2013年12月，前身为上海我有信息科技有限公司。公司主要提供商业物 联网（BIoT）解决方案，包括智能设备及BIoT PaaS平台。公司产品应用覆盖有手持POS机、自助收银 台，到智能点餐机、医院挂号机等。 根据灼识咨询的资料显示，按2024年的收入计，商米科技目前是全球最大的安卓端BIoT解决方案提供 商，占有10%以上的市场份额。 业绩表现上，2022年至2024年，商米科技分别实现收入34.04亿元、30.71亿元、34.56亿元；年内利润分 别为1.6亿元、1.01亿元、1.81亿元。 具体来看，过去三年超30亿的营收中，商米科技智能硬件设备的销售收入分别为33.89亿元、30.08亿 元、34.38亿元，占总营收分别为99.5%、98.0%、99.5%。 2022年至20 ...