| 名称 持有数量(万股) | | 占总股本比 | 增减情况 | | --- | --- | --- | --- | | | | 例(%) | (万股) | | 宋睿 | 7713.32 | 8.73 | 不变 | | 牟嘉云 | 2655.30 | 3.01 | 不变 | | 泰康人寿保险有限责任公司-投连-优选成长 | 2198.74 | 2.49 | 不变 | | 四川蓝剑投资管理有限公司 | 1459.06 | 1.65 | 247.18 | | 泰康人寿保险有限责任公司-投连-多策略优选 | 1352.52 | 1.53 | 不变 | | 泰康资管-建设银行-泰康资产盈泰成长资产管理产品 | 1201.89 | 1.36 | 不变 | | 银河德睿资本管理有限公司 | 991.70 | 1.12 | -18.17 | | 中国银河（601881）证券股份有限公司 | 991.31 | 1.12 | -0.23 | | 泰康资产丰达股票型养老金产品-上海浦东发展银行股份有 限公司 | 948.89 | 1.07 | 不变 | | 珠海阿巴马私募基金投资管理有限公司-阿巴马元享红利 | | | | | ...

Core Insights - Alphabet (GOOGL) reported $76.49 billion in revenue for Q1 2025, a year-over-year increase of 13.2% and a surprise of +1.27% over the Zacks Consensus Estimate of $75.53 billion [1] - The EPS for the same period was $2.81, compared to $1.89 a year ago, representing a surprise of +39.11% over the consensus estimate of $2.02 [1] Financial Performance Metrics - Total Traffic Acquisition Costs (TAC) were $13.75 billion, exceeding the average estimate of $13.59 billion [4] - Headcount reached 185,719, surpassing the average estimate of 183,390 [4] - Revenue from EMEA was $25.92 billion, slightly above the estimate of $25.85 billion, reflecting a +9% year-over-year change [4] - Revenue from the United States was $43.96 billion, exceeding the estimate of $43.27 billion, with a year-over-year change of +13.5% [4] - Revenue from Other Americas (Canada and Latin America) was $5.23 billion, above the estimate of $5.01 billion, representing a +12.5% year-over-year change [4] - Revenue from APAC was $14.85 billion, surpassing the estimate of $14.33 billion, with a year-over-year change of +11.8% [4] - Revenue from Google properties was $59.63 billion, exceeding the estimate of $59.34 billion, reflecting a +9.9% year-over-year change [4] - Revenue from Google Cloud was $12.26 billion, above the estimate of $12.16 billion, representing a +28.1% year-over-year change [4] - Revenue from YouTube ads was $8.93 billion, slightly above the estimate of $8.90 billion, with a year-over-year change of +10.4% [4] - Revenue from Google advertising was $66.89 billion, exceeding the estimate of $66.29 billion, reflecting a +8.5% year-over-year change [4] - Revenue from Google Search & other was $50.70 billion, surpassing the estimate of $50.29 billion, with a year-over-year change of +9.9% [4] - Revenue from Google Network was $7.26 billion, above the estimate of $7.07 billion, but showing a year-over-year decline of -2.1% [4] Stock Performance - Alphabet's shares returned -5.9% over the past month, compared to the Zacks S&P 500 composite's -5.1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

For the quarter ended March 2025, Dow Inc. (DOW) reported revenue of $10.43 billion, down 3.1% over the same period last year. EPS came in at $0.02, compared to $0.56 in the year-ago quarter. Here is how Dow Inc. performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: The reported revenue represents a surprise of +1.55% over the Zacks Consensus Estimate of $10.27 billion. With the consensus EPS estimate being -$0.02, the EPS surprise was +2 ...

Core Viewpoint - Moelis & Company reported better-than-expected first-quarter 2025 results, with adjusted earnings of 64 cents per share, surpassing the Zacks Consensus Estimate of 57 cents, and significantly improving from 22 cents per share in the prior-year quarter [1][2] Financial Performance - Net income on a GAAP basis was $50.3 million, compared to $16.6 million in the prior-year quarter [2] - Total revenues on a GAAP basis grew 41% year over year to $306.6 million, driven by increases in M&A and capital markets revenues, exceeding the Zacks Consensus Estimate of $289.8 million [3] - Total operating expenses on a GAAP basis rose 27.4% to $269.9 million, attributed to increases in compensation and benefits costs as well as non-compensation expenses, with estimates for total operating expenses at $252.9 million [3] Other Income and Liquidity - Other income on a GAAP basis was $6.1 million, up 45.2%, surpassing projections of $5.5 million [4] - As of March 31, 2025, the company held cash and liquid investments of $336.3 million, with no debt or goodwill [4] Strategic Outlook - The company's hiring spree and rising revenue-related compensation may negatively impact bottom-line growth, alongside concerns regarding a delayed rebound in global deal-making [5] - However, global expansion initiatives and diverse operations across various sectors are seen as positive factors for future growth [5] Peer Performance - Morgan Stanley reported first-quarter 2025 earnings of $2.60 per share, exceeding the Zacks Consensus Estimate of $2.23, with a 28.7% increase from the prior-year quarter [6] - Goldman Sachs achieved first-quarter 2025 adjusted earnings per share of $14.12, surpassing the Zacks Consensus Estimate of $12.71, and showing growth from $11.58 in the year-ago quarter [7]

Financial Performance - The company reported a basic earnings per share of 0.0109 yuan for Q1 2025, a significant increase of 673.68% compared to a loss of 0.0019 yuan in Q1 2024 [1] - Net profit for Q1 2025 was 0.22 billion yuan, a remarkable turnaround from a loss of 0.04 billion yuan in Q1 2024, representing a 650% increase [1] - Operating revenue reached 2.59 billion yuan in Q1 2025, up 13.1% from 2.29 billion yuan in Q1 2024 [1] - The return on equity (ROE) improved to 1.13% in Q1 2025 from -0.17% in Q1 2024, marking a 764.71% increase [1] Shareholder Structure - The top ten unrestricted shareholders hold a total of 77,515.74 million shares, accounting for 38.98% of the circulating shares, which is a decrease of 9,801.39 million shares from the previous period [2] - Notable shareholders include Sihua Ju Li Information Technology Group Co., Ltd. with 24,356.87 million shares (12.25%) and Quzhou Zhizao Qijue Enterprise Management Partnership with 22,000 million shares (11.06%), both remaining unchanged [2] - New entrants among the top shareholders include Ma Xingfa with 6,244.49 million shares (3.14%) and Xu Guoxin with 1,000 million shares (0.50%) [2] Dividend Policy - The company has announced that it will not distribute or transfer any dividends this time [3]

一、主要会计数据和财务指标 | 名称 | 持有数量(万股) | 占总股本比例 | 增减情况(万 | | --- | --- | --- | --- | | | | (%) | 股) | | 施美华 | 337.20 | 4.50 | 不变 | | 谢晓兵 | 149.01 | 1.99 | 不变 | | 刘辉 | 75.25 | 1.00 | 新进 | | 陈峰 | 60.52 | 0.81 | 12.52 | | MORGAN STANLEY & CO. INTERNATIONAL PLC. | 60.22 | 0.80 | 19.56 | | 周泳 | 49.39 | 0.66 | 不变 | | BARCLAYS BANK PLC | 47.09 | 0.63 | 新进 | | 高盛公司有限责任公司 | 41.47 | 0.55 | 新进 | | 朱伟 | 41.22 | 0.55 | 新进 | | 李飞 | 39.82 | 0.53 | 0.44 | | 较上个报告期退出前十大股东有 | | | | | 朱玲 | 37.45 | 0.50 | 退出 | | 赵海洋 | 37.05 | 0.49 | 退出 ...

前十大流通股东累计持有： 57.38万股，累计占流通股比： 5.19%，较上期变化： 57.38万股。 | 名称 | 持有数量(万股) | 占总股本比例 | 增减情况(万 | | --- | --- | --- | --- | | | | (%) | 股) | | 王泽伟 | 12.72 | 1.15 | 新进 | | 杨国麟 | 6.09 | 0.55 | 新进 | | 成永忠 | 6.01 | 0.54 | 新进 | | 伍峰 | 5.90 | 0.53 | 新进 | | 林旭 | 5.16 | 0.47 | 新进 | | 黄增熙 | 5.09 | 0.46 | 新进 | | 袁家华 | 4.38 | 0.40 | 新进 | | 徐欣 | 4.31 | 0.39 | 新进 | | MORGAN STANLEY & CO. INTERNATIONAL | | | | | PLC. | 4.09 | 0.37 | 新进 | | 杨彦明 | 3.63 | 0.33 | 新进 | 三、分红送配方案情况 本次公司不分配不转赠。 | 报告期指标 | 2025年一季报 | 2024年一季报 | 本年比上年增减(%) | ...

| 持有数量(万股) 名称 | | 占总股本比例 | 增减情况(万 | | --- | --- | --- | --- | | | | (%) | 股) | | 熠昭(北京)医药科技有限公司 | 14816.60 | 31.39 | -2436.64 | | 香塘集团有限公司 | 3669.50 | 7.77 | 不变 | | 华泰证券资管-招商银行-华泰聚力16号集合资产管 | | | | | 理计划 | 938.26 | 1.99 | 不变 | | 张勇 | 810.60 | 1.72 | 52.09 | | 周志文 | 741.14 | 1.57 | 新进 | | 左从林 | 430.05 | 0.91 | 不变 | | 郭福鑫 | 208.39 | 0.44 | -71.52 | | 胡海燕 | 195.60 | 0.41 | 不变 | | 黄姣英 | 152.01 | 0.32 | 5.78 | | 张凡 | 152.00 | 0.32 | 9.90 | | 较上个报告期退出前十大股东有 | | | | | 张烜 | 140.38 | 0.30 | 退出 | 二、前10名无限售条件股东持股情况 前十 ...

前十大流通股东累计持有： 196.69万股，累计占流通股比： 5.11%，较上期变化： 196.69万股。 | 名称 | 持有数量(万股) | 占总股本比例 | 增减情况(万 | | --- | --- | --- | --- | | | | (%) | 股) | | 余行区 | 34.01 | 0.88 | 新进 | | 黄泽圣 | 29.76 | 0.77 | 新进 | | 李奕岑 | 26.07 | 0.68 | 新进 | | 周军 | 25.39 | 0.66 | 新进 | | 陆宝民 | 18.00 | 0.47 | 新进 | | 四川海之翼股权投资基金管理有限公司-海之翼一期管 | | | | | 理基金 | 13.98 | 0.36 | 新进 | | 王宏志 | 13.85 | 0.36 | 新进 | | 广州商联置业有限公司 | 12.82 | 0.33 | 新进 | | 郭红卫 | 11.41 | 0.30 | 新进 | | 深圳创富兆业金融管理有限公司-创富福星十九号私募 | | | | | 证券投资基金 | 11.40 | 0.30 | 新进 | 三、分红送配方案情况 本次公司不分配不转 ...

一、主要会计数据和财务指标 | 报告期指标 | 2025年一季报 | 2024年一季报 | 本年比上年增减(%) | 2023年一季报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | 0.1900 | -0.0200 | 1050 | 0.1200 | | 每股净资产（元） | 12.95 | 13.1 | -1.15 | 13.74 | | 每股公积金(元) | 3.83 | 3.8 | 0.79 | 3.82 | | 每股未分配利润(元) | 7.42 | 7.49 | -0.93 | 8.07 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 6.47 | 4.85 | 33.4 | 5.52 | | 净利润(亿元) | 0.34 | -0.03 | 1233.33 | 0.22 | | 净资产收益率(%) | 1.37 | -0.13 | 1153.85 | 0.84 | 数据四舍五入，查看更多财务数据>> | 名称 | 持有数量(万股) | 占总股本比例(%) | 增减情况(万股) | | --- | --- ...