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DLocal: A Toll Bridge In Payment Processing For Emerging Markets
Seeking Alpha· 2025-06-23 13:34
Core Viewpoint - dLocal is positioned as a crucial payment processing company that connects global e-commerce giants with consumers in emerging markets, adapting to local payment methods and regulatory changes [1]. Company Overview - dLocal operates as a payment processing company, facilitating transactions between international e-commerce platforms and consumers in emerging markets [1]. Market Position - The company serves as a "toll bridge," indicating its role in enabling cross-border payments in regions where payment methods are diverse and regulations are frequently updated [1].
今明两年,若不出意外,有人预测,社会有可能发生“5大趋势”
Sou Hu Cai Jing· 2025-06-19 06:04
二、银行存款利率持续下调,刺激投资与消费 2024年伊始,中国经济展现出稳健增长的态势。前三季度GDP达949746亿元,同比增长4.8%,显著高于全球多数国家。然而,这繁荣的数字背后,却隐藏 着不容忽视的隐忧:国民收入增长乏力,消费需求疲软,房地产市场持续低迷,实体经济复苏之路漫漫。基于当前经济和社会形势,我们大胆预测未来两年 的五大趋势:农村回流加速、新生儿出生率持续下降、大学生就业形势严峻、银行存款利率持续走低以及房价稳中有降。 一、房价稳中有降,回归居住属性 自2022年起,全国房价便持续走低。二三线城市如郑州、石家庄、天津及环京区域率先出现房价下跌,随后蔓延至上海、深圳等一线城市。目前,全国房价 较峰值平均跌幅已超过30%。尽管政府出台了一系列利好政策,试图稳定市场,但房价"大起大落"的可能性较小,未来将呈现"稳中有降"的态势,最终与居 民收入水平挂钩,回归其根本的居住属性。 四、新生儿出生率持续下降,人口结构挑战加剧 自2017年二胎政策放开后,新生儿出生数量达到峰值1756万,此后便持续下降,2023年降至903万,跌幅超过40%。2024年上半年,新生儿出生数量仅为433 万,全年预计将低于9 ...
Earnings Preview: TD SYNNEX (SNX) Q2 Earnings Expected to Decline
ZACKS· 2025-06-17 15:01
The market expects TD SYNNEX (SNX) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended May 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on Jun ...
X @xAI
xAI· 2025-06-10 16:53
xAI partners with @Polymarket to blend market predictions with X data and Grok’s analysis. Hardcore truth engine - see what shapes the world.This is just the start of our partnership with @Polymarket. More to come. 🚀 https://t.co/gPPvJlVthb ...
专访张祥雨:多模态推理和自主学习是未来的 2 个 「GPT-4」 时刻
海外独角兽· 2025-06-09 04:23
本期内容是拾象 CEO 李广密对大模型公司阶跃星辰首席科学家张祥雨的访谈, 首发于「张小珺商业 访谈录」。 张祥雨专注于多模态领域,他提出了 DreamLLM 多模态大模型框架,这是业内最早的图文生成理解 一体化的多模态大模型架构之一,基于这个框架,阶跃星辰发布了中国首个千亿参数原生多模态大 模型 Step-1V。此外,他的学术影响力相当突出,论文总引用量已经超过了 37 万次。 一直以来,业界都相当期待一个理解、生成一体化的多模态,但直到今天这个模型还没出现,如何 才能达到多模态领域的 GPT-4 时刻?这一期对谈中,祥雨结合自己在多模态领域的研究和实践历 程,从纯粹的技术视角下分享了自己对多模态领域关键问题的全新思考,在他看来,虽然语言模型 领域的进步极快,但多模态生成和理解的难度被低估了: • 接下来 2-3 年,多模态领域会有两个 GPT-4 时刻:多模态推理和自主学习; • 多模态生成理解一体化难以实现的原因在于,语言对视觉的控制能力弱,图文对齐不精确,数据质 量有限,生成模块往往无法反向影响理解模块等; • 模型 scale 到万亿参数后,在文本生成和知识问答能力增强的同时,推理能力,尤其是数学, ...
专访张祥雨:多模态推理和自主学习是未来的 2 个 「GPT-4」 时刻
海外独角兽· 2025-06-08 04:51
本期内容是拾象 CEO 李广密对大模型公司阶跃星辰首席科学家张祥雨的访谈。 张祥雨专注于多模态领域,他提出了 DreamLLM 多模态大模型框架,这是业内最早的图文生成理解 一体化的多模态大模型架构之一,基于这个框架,阶跃星辰发布了中国首个千亿参数原生多模态大 模型 Step-1V。此外,他的学术影响力相当突出,论文总引用量已经超过了 37 万次。 一直以来,业界都相当期待一个理解、生成一体化的多模态,但直到今天这个模型还没出现,如何 才能达到多模态领域的 GPT-4 时刻?这一期对谈中,祥雨结合自己在多模态领域的研究和实践历 程,从纯粹的技术视角下分享了自己对多模态领域关键问题的全新思考,在他看来,虽然语言模型 领域的进步极快,但多模态生成和理解的难度被低估了: • 接下来 2-3 年,多模态领域会有两个 GPT-4 时刻:多模态推理和自主学习; • o1 范式的技术本质在于激发出 Meta CoT 思维链:允许模型在关键节点反悔、重试、选择不同分 支,使推理过程从单线变为图状结构。 目录 01 研究主线: 重新回归大模型 • 多模态生成理解一体化难以实现的原因在于,语言对视觉的控制能力弱,图文对齐不精确, ...
National Vision: The First Signs Of A Turnaround Are Already Visible
Seeking Alpha· 2025-06-06 13:04
Group 1 - The article discusses the investment philosophy of seeking quality companies at reasonable valuations, inspired by renowned investors like Warren Buffett, Peter Lynch, and Terry Smith [1] - It emphasizes the importance of fundamentals in driving share prices over the long term, particularly focusing on predicting earnings per share [1] Group 2 - There is a disclosure indicating a beneficial long position in the shares of EYE, highlighting the author's personal investment stance [2] - The article expresses the author's opinions without any compensation from companies mentioned, ensuring an independent viewpoint [2]
Dr Reddy's And Alvotech Join Hands To Develop Biosimilar For Merck's Blockbuster Cancer Drug
Benzinga· 2025-06-05 17:56
Core Insights - Alvotech has partnered with Dr. Reddy's Laboratories to co-develop a biosimilar candidate to Keytruda, which is used for various cancer types [1][2] - Keytruda generated worldwide sales of $29.5 billion in 2024, highlighting the potential market size for the biosimilar [2] - The collaboration aims to leverage both companies' strengths in biosimilars to expedite development and enhance global market access [2] Company Developments - The agreement stipulates that both parties will share responsibilities and costs associated with the development and manufacturing of the biosimilar candidate [2][3] - Alvotech recently acquired the R&D operations of Xbrane Biopharma for approximately SEK275 million (around $27 million), which includes a biosimilar candidate based on Cimzia [4] - HSBC has upgraded Dr. Reddy's Laboratories from Hold to Buy, increasing the price forecast from $14.44 to $16.9 [4] Market Performance - As of the latest update, Dr. Reddy's Laboratories (RDY) stock rose by 6.07% to $15.65, while Alvotech (ALVO) stock decreased by 2.49% to $10.56 [7] - Analysts often utilize earnings growth and fundamental research for valuation, while some traders rely on technical analysis for stock price predictions [5][6]
英雄本色之落魄中介
Sou Hu Cai Jing· 2025-05-24 01:46
一、整体趋势1 1. 短期波动,长期趋稳 2. 上半年受政策宽松(如降息、税费减免)和积压需求释放影响,核心城区二手房价格可能上涨 5%-10%。但下半年若政策收紧或经济复苏不及预期,房价可能进入横盘期,部分郊区新房价格承 压。 3. 区域分化加剧 核心区(四环内) :因教育、医疗等稀缺资源支撑,房价抗跌性强,可能维持8-15万元/㎡高位。 近郊区域 :改善型需求支撑,价格稳中有升,但涨幅低于核心区2。 远郊及老旧社区 :配套不足、流动性风险较高,房价可能下跌2-4%3。 二、关键影响因素 1. 政策环境2 2. "房住不炒"基调不变,限购政策局部微调,房贷利率维持低位(首套利率3.25%-3.8%)4。政府通 过增加保障性住房供应、促进库存消化等措施稳定市场。 3. 供需关系 4. 保障性住房供给增加,人口增速放缓导致住房供需矛盾缓解,但核心区域优质房源稀缺性仍支撑 价格5。 三、区域细分预测 核心区(西城、东城、海淀) :新房价格小幅上涨(0.1%-2%),二手房价格略有下降1。 近郊(朝阳、丰台) :改善型需求推动,价格稳中有升。 远郊及环京区域(燕郊、固安) :库存高、配套不足,房价可能下跌5%-10 ...
债务风险(英)2025
IMF· 2025-05-19 10:30
Debt-at-Risk Davide Furceri, Domenico Giannone, Faizaan Kisat, W. Raphael Lam, and Hongchi Li WP/25/86 IMF Working Papers describe research in progress by the author(s) and are published to elicit comments and to encourage debate. The views expressed in IMF Working Papers are those of the author(s) and do not necessarily represent the views of the IMF, its Executive Board, or IMF management. 2025 MAY © 2025 International Monetary Fund WP/25/86 IMF Working Paper Fiscal Affairs Department Debt-at-Risk Prepare ...