T-Mobile US(TMUS.US)公布了好于预期的2025年第三季度业绩，并上调了全年业绩预期。财报显示， T-Mobile US第三季度总营收为219.57亿美元，同比增长8.9%，好于市场预期的219.03亿美元。其中，服 务营收同比增长9.1%至182.41亿美元，符合市场预期。净利润同比下降11.3%至27.14亿美元;每股收益为 2.41美元，好于市场预期的2.38美元。 T-Mobile US目前预计，2025年全年新增用户数量将在720万至740万之间，此前预期为610万至640万。 该公司预计，今年全年无线用户新增数量将达到330万，家庭光纤宽带用户将增加约13万。 与此同时，得益于近期完成的对小型竞争对手US Cellular的收购，T-Mobile US在第三季度新增了100万 名移动电话用户，好于市场预期的85.2万，为该公司十多年来第三季度移动业务的最佳表现。 值得一提的是，第三季度财报是T-Mobile US现任首席执行官Mike Sievert任内的最后一份财报。Mike Sievert将于11月1日卸任，由现任首席运营官Srini Gopalan接任。Srini Gopal ...

瑞银发布研报称，宁德时代（300750）(03750)第三季度业绩略胜预期，净利润按季升12%至185亿元人 民币，较去年同期升41%。首九个月净利润490亿元人民币，为全年市场预期670亿元人民币73%，意味 第四季净利润预期仅180亿元人民币。鉴于第四季通常受季节性因素影响而优于第三季，预期市场将温 和上调盈测。该行又指，由于宁德时代股价已超越目标价，因此把该股纳入检讨。该行此前予该股目标 价为495港元及"买入"评级。 该行亦引述管理层指，电动车及储能系统电池需求强劲，并预期势头将延续至明年。主要需求驱动因素 包括每辆车电池安装量增加、电动重型卡车销量快速增长及国内外储能项目利用率和盈利能力改善。公 司又指，匈牙利工厂第一阶段已在测试设备，重申年底完成建设目标。 ...

Group 1 - Bayer Group has raised its 2025 performance outlook due to better-than-expected pharmaceutical business performance in the first half of the year, now expecting sales between €46 billion and €48 billion, and EBITDA between €9.7 billion and €10.2 billion [1] - The previous sales forecast was between €45 billion and €47 billion, with EBITDA between €9.5 billion and €10 billion [1] - The updated guidance considers the anticipated financial impact of current U.S. government tariff policies, with ongoing assessments of related dynamics [1] Group 2 - Bayer warns of "significant" currency fluctuations, expecting a negative impact on sales and profits, but a beneficial effect on net financial debt [1] - Currency fluctuations are projected to reduce sales by approximately €2 billion and EBITDA by about €500 million, while potentially benefiting net financial debt by around €1.2 billion [1] - In Q2, Bayer reported a net loss of €199 million, with EBITDA and operating profit plummeting by 83% and 97% respectively, to €28.5 million and €1.3 million [2] Group 3 - The decline in performance is primarily attributed to a one-time charge of €981 million, including litigation reserves, crop science impairment reversals, and business restructuring expenses [2] - Q2 sales decreased by 3.6% year-on-year to €10.74 billion, mainly impacted by a €550 million adverse currency effect [2]