Core Insights - Carrier Global Corporation has been recognized as an Organization of the Year in the 2025 Excellence in Customer Service Awards for its innovative customer service initiatives [1][3] - The company's BluEdge™ Command Centers have delivered significant operational efficiencies, saving customers over $19 million and 600 million kWh in energy costs in 2024 alone [4] Group 1: BluEdge™ Command Centers - The BluEdge™ Command Centers utilize AI-driven insights and advanced connectivity to monitor and manage building operations, reducing equipment downtime and maintenance costs while enhancing occupant comfort [2][3] - Each month, the Command Centers handle over 10,000 proactive service requests and support more than 12,000 service technician calls, enabling swift resolution of issues [3] Group 2: Customer Impact - The operational efficiencies achieved through the BluEdge™ Command Centers are estimated to save customers more than $19 million and over 600 million kilowatt-hours of energy in 2024 [4] - The recognition from the Business Intelligence Group underscores Carrier's commitment to digital innovation and customer service excellence [3]

Core Viewpoint - The report emphasizes the upcoming earnings season, suggesting to accumulate quality leading stocks at the bottom as earnings reports are set to be disclosed soon [2] Group 1: Earnings Reports and Market Trends - As of April 19, 2024, 133 companies have disclosed their 2024 annual reports and 12 companies have released their Q1 2025 reports, accounting for 40% and 4% respectively, with 8 working days remaining in the earnings season [2] - The computer sector has experienced continuous adjustments due to earnings disclosures and international developments, but the overall performance trend and industrial changes remain positive [2] - Historical data shows that since 2010, the probability of the computer index rising in April, May, and June is 20%, 53%, and 60% respectively, indicating a potential upward trend [2] Group 2: Industry Developments - The Model Context Protocol (MCP) is accelerating the application of AI, facilitating seamless interaction between AI models and external tools/data, which aids in the rapid development of Agent applications [3] - Major cloud service providers like Alibaba Cloud, Tencent Cloud, and Baidu Map have launched MCP-related services, enhancing the AI ecosystem [3] - The eCall industry is poised for growth, driven by increased importance of intelligent driving safety and rising domestic market demand, alongside potential opportunities in overseas markets due to geopolitical changes [3] Group 3: Industry Research - A retrospective study on the Xinchuang industry highlights its growth certainty, suggesting that the sector is expected to achieve excess growth in the future [4]

Core Insights - AECOM is experiencing strong demand across its end markets, reflected in a robust backlog and a recent contract win in Hong Kong [1][2][6] - The company is committed to delivering technical excellence and sustainable urban development, reinforcing its position in large-scale infrastructure projects [2][3] - AECOM's digital innovation initiatives, including a unified digital twin platform, align with Hong Kong's Smart City strategy, enhancing project efficiency [4][5] AECOM's Market Position - The recent contract with Hong Kong's Civil Engineering and Development Department strengthens AECOM's role in shaping the future of urban development in the region [1][2] - AECOM's partnership with AtkinsRéalis will provide comprehensive services for the 190-hectare development, targeting completion by 2038 [3][5] Backlog and Growth Prospects - AECOM's total backlog reached $23.88 billion, an increase from $23.32 billion year-over-year, indicating strong market visibility and demand for services [6] - The company achieved a 100% win rate in its largest strategic pursuits during the fiscal first quarter, reflecting robust growth prospects [6] Industry Context - AECOM, along with other infrastructure companies like EMCOR, MasTec, and Comfort Systems, is expected to benefit from U.S. administration policies focused on economic growth and infrastructure investment [7][8] - The overall demand for infrastructure services is anticipated to drive capital investment and enhance growth outlooks for fiscal 2025 and beyond [7][8]