Core Viewpoint - Palantir Technologies Inc. is highlighted as a significant player in the NDX, but the article does not present a clear buy or sell recommendation [1]. Group 1: Company Overview - Palantir Technologies Inc. is recognized as one of the largest names in the NDX, indicating its prominence in the market [1]. Group 2: Analyst Background - The analyst has over 20 years of experience in quantitative research, financial modeling, and risk management, focusing on equity valuation and market trends [1]. - The analyst previously held a Vice President position at Barclays, leading teams in model validation and stress testing, showcasing a strong background in both fundamental and technical analysis [1]. - The research is co-authored with a partner, combining complementary strengths to provide high-quality, data-driven insights [1]. Group 3: Research Focus - The research emphasizes a long-term perspective on value creation, with a particular interest in macroeconomic trends, corporate earnings, and financial statement analysis [1]. - The goal is to deliver actionable ideas for investors aiming to outperform the market [1].

证 券 研 究 报 告 PB-ROE双低反转策略 2025年夏季行业比较投资展望 证券分析师： 林丽梅 A0230513090001 刘雅婧 A0230521080001 郝丹阳 A0230523120002 王胜 A0230511060001 研究支持：冯彧 A0230123080001 2025.6.9 主要结论 ◼ 2025年4月以来全球贸易关税冲突引发全球资本市场大幅波动，截至5月底日韩、德国、美国市场甚至相较于关税战之前上涨了5-10%，但 中国资产价格仍微跌。行业机会方面，A+H两地市场的风险偏好降低，红利资产相对占优，消费、医药、银行涨幅居前，TMT板块垫底。 ◼ 资金分析：公募新规强调业绩基准的重要性，金融、红利和计算机等是主要低配行业。 ✓ 2025年5月7日《推动公募基金高质量发展行动方案》：一是突出强化与投资者的利益绑定，把业绩是否跑赢基准、投资者盈亏情况等指标 纳入基金公司和基金经理考核；二是突出增强基金投资行为稳定性，清晰业绩比较基准，避免风格漂移，三年以上考核权重不低于80%。 ✓ 根据2024年年报统计，4403只主动权益基金样本中，接近70%的主动权益产品业绩基准为沪深300、 ...

点击注册小程序 查看完整报告 特别申明： 本订阅号中所涉及的证券研究信息由光大证券研究所编写，仅面向光大证券专业投资者客 户，用作新媒体形势下研究信息和研究观点的沟通交流。非光大证券专业投资者客户，请勿 订阅、接收或使用本订阅号中的任何信息。本订阅号难以设置访问权限，若给您造成不便， 敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相关人员为光大 证券的客户。 报告摘要 大类因子表现： 本周（2025.06.03-2025.06.06，下同）beta因子和动量因子获得正收益（0.58%和0.31%）；规模因子和流 动性因子取得明显负收益（-0.66%和-0.37%），市场动量效应占优，小市值风格仍较为显著。 单因子表现： 沪深300股票池中，本周表现较好的因子有总资产增长率(2.23%)、单季度营业收入同比增长率(1.78%)、单 季度ROA(1.58%),表现较差的因子有净利润断层(-0.36%)、5日平均换手率(-0.51%)、市净率因子 (-0.64%)。 中证500股票池中，本周表现较好的因子有单季度净利润同比增长率(1.54%)、单季度营业利润同比增长率 (1.29%)、单季度RO ...

Trend 风格登顶，DELTAROE 因子表现出 色 ——东方因子周报 金融工程 | 动态跟踪 杨怡玲 yangyiling@orientsec.com.cn 执业证书编号：S0860523040002 研究结论 风格表现监控 本周市场正收益风格集中在 Trend 风格上，负收益风格表现在 Cubic size 风格上。 DELTAROE 是中证全指成分股中，本周表现最好的因子。 因子表现监控 公募基金指数增强产品表现跟踪 风险提示 量化模型失效风险、 市场极端环境冲击。 | Neural ODE：时序动力系统重构下深度学 | 2025-05-27 | | --- | --- | | 习因子挖掘模型：——因子选股系列之一 | | | 一六 | | | 广发中证全指电力公用事业 ETF 投资价值 | 2025-05-20 | | 分析：——FOF 系列研究之七十五 | | | DFQ-diversify：解决分布外泛化问题的自 | 2025-05-07 | | 监督领域识别与对抗解耦模型：——因子 | | | 选股系列之一一五 | | | 盈余公告异象类因子改进与挖掘：——因 | 2025-04-22 | | ...

2025 年 6 月 7 日 市场小市值特征仍显著，PB-ROE 组合超额收益明显 ——量化组合跟踪周报 20250607 要点 量化市场跟踪 大类因子表现：本周（2025.06.03-2025.06.06，下同）beta 因子和动量因子获 得正收益（0.58%和 0.31%）；规模因子和流动性因子取得明显负收益（-0.66% 和-0.37%），市场动量效应占优，小市值风格仍较为显著。 单因子表现：沪深 300 股票池中，本周表现较好的因子有总资产增长率(2.23%)、 单季度营业收入同比增长率(1.78%)、单季度 ROA(1.58%),表现较差的因子有净 利润断层(-0.36%)、5 日平均换手率(-0.51%)、市净率因子(-0.64%)。 中证 500 股票池中，本周表现较好的因子有单季度净利润同比增长率(1.54%)、 单季度营业利润同比增长率(1.29%)、单季度 ROE 同比(1.28%),表现较差的因子 有 6 日成交金额的标准差(-0.95%)、市盈率 TTM 倒数(-0.95%)、6 日成交金额 的移动平均值(-0.97%)。 流动性 1500 股票池中，本周表现较好的因子有总资产增长率( ...

Key Takeaways CMA stock rose 21.2% in a year, outpacing its industry and signaling strong investor confidence. Comerica cut non-interest expenses and improved efficiency, with a Q1 ratio drop from 76.91% to 70.28%. Strong NII growth, solid liquidity, and shareholder payouts highlight Comerica's financial resilience.Comerica Incorporated (CMA) shares have gained 21.2% over the past year, outperforming the industry’s rise of 19.5%. Its peers, Northern Trust Corporation (NTRS) and BankUnited Inc. (BKU) , hav ...

Here's our initial take on Lululemon Athletica's (LULU -19.50%) financial report.Key MetricsMetricQ1 2024Q1 2025Changevs. ExpectationsRevenue$2.2 billion$2.4 billion7.3%BeatEarnings per share$2.54$2.602%BeatComparable sales6%1%-500 bpsn/aGross margin57.7%58.3%60 bpsn/aAmericas Sales Slow As Pressure BuildsAthletic apparel specialist Lululemon beat Wall Street top- and bottom-line expectations for the quarter, delivering 7.3% revenue growth and a slight uptick in earnings per share. But CEO Calvin McDonald w ...

Lipper Alpha Insight (https://lipperalpha.refinitiv.com/) is a free daily news and commentary blog, giving financial professionals actionable ideas and insight to make sense of individual security news and events and stay on top of macroeconomic trends. We have a team of expert analysts that are constantly looking at the financial landscape in order to keep you up to date on the latest movements. ...

Key Takeaways The Trade Desk has fallen 47.2% in six months, sharply underperforming peers and broader indices. Macroeconomic uncertainty, rising costs, and fierce competition are weighing on TTD's growth prospects. TTD's high valuation and weak international presence limit upside amid declining investor confidence.The Trade Desk (TTD) shares have plunged 47.2% in the past six months, raising tough questions about its near-term trajectory. Though volatility has affected broader indices in the past couple ...

Group 1 - John "Jack" Bowman is a registered investment advisor and research analyst focusing on macroeconomics and income-focused investments [1] - He contributes to the Sungarden Investors Club on Seeking Alpha, where he teaches investors about risk management and total return investing [2] - Bowman co-hosts weekly live sessions discussing market thoughts and ongoing trades, emphasizing that investors have the tools to manage portfolios with less risk [2] Group 2 - The approach taken by Bowman combines his experience as a former teacher with his current role as an investment advisor [2] - The educational aspect of Bowman's work highlights the lack of teaching on the effective use of investment tools [2] - The quote from Timothy Snyder suggests that historical lessons can guide current investment strategies [3]