The Trump administration is defending its plan to pause weapon shipments to Ukraine. Multiple officials with knowledge of that decision tell NBC News that defense secretary Pete Hegsith ordered a pause in sending missiles and ammunition over concerns about the US military's stockpiles. Officials say the stockpiles of munitions had been depleted from the US support for Ukraine as well as military operations in the Middle East.A White House spokesperson said in a statement, "This decision was made to put Amer ...

Article five. Is it reliable. Can we rely on it. What is NATO's purpose at the moment if we can't rely on it.Well, Article VI's been there since 1949. It held the Soviet Union at bay during the Cold War. There wasn't an absolute guarantee.It's still a decision to be taken by each country when they as to what they do in response to a threat. But I think it has been very important. It has been a question now because of President Trump is is taking a more so transactional approach to this.Will he or won't he. ...

I guess if you take away the worst case scenario, that's actually helpful for lower oil prices. A couple of things to consider, though. One, Ali McCrossin RBC said over the weekend that she would caution against that knee jerk reaction that, quote, The worst is behind us.Now, the other factor to consider here, irrespective of the supply issue that may or may not happen with Iran is the demand side. So there's been a lot of stockpiling by China, a lot of stockpiling by other countries within the West as well ...

前两天阿里一同学离职，洋洋洒洒写了一篇万字离职长文，我看了后也真实感受到了作者的情感，原文太长我放到了文章最后，一句话总结是： 痛惜阿里由"价值观驱动的理想主义者"滑向"短期 KPI 驱动的官僚组织"，认为病根在价值观与制度双失灵，并开出"七剂刮骨疗伤方"以重塑文 化、制度与战斗力。 其主要内容，我整理了一张表，大家感受下： | 模块 | 关键信息 | 典型论据 | | --- | --- | --- | | 1. 立场 | 主动离职 ，绩效良好、对主管无怨；写信旨在给公司"最 | "我也是自 | | | | 不是领礼€ | | | 后的回馈" | | | 2. 初心与落差 | 早年被"让天下没有难做的生意"的使命与价值观 | "工牌已不 | | | 吸引； 如今社会尊重减少、内部精神滑坡 | 论的是 KF | | | (1) 时代红利 ： 宏观 GDP 与网民爆发 | | | | (2) 马云的战略眼光与定力：淘宝、支付宝、阿 | "互联网人 | | 3. 阿里曾经成功 | 里云等先发 | 0 亿" : " | | 的四大支柱 | (3) 价值观筛选出同路人：客户第一、团队合作 | 持投入" | | | र ...

Visteon (VC) 2025 Conference June 12, 2025 09:00 AM ET Speaker0 Good morning, everyone. My name is Edison Yu. I lead the US Auto's Equity Research here. We have the pleasure of welcoming Visteon, Jerome Roquet, CFO to the conference. Just to provide a little bit of context, Visteon is a global leading tier one supplier of vehicle cockpit solutions ranging from instrument clusters to displays to main controllers. For those of you who are not as familiar, Visteon generated nearly $3,900,000,000 in sales last ...

拉姆·查兰（Ram Charan）86 岁了，但他的生活方式 60 年来几乎没变。他以酒店和飞机为家，在世界 各国间穿梭，很少长久停留某地。他的衣服和生活用品都靠快递来回寄送。当他回到酒店，门童会说 "欢迎回家"。他从不休息，通常一周 7 天，每天工作 15 个小时。他每天都与领导者交谈，既有高层 领导，也有中低层领导。他没有结婚，也没有孩子，买了个房子，但根本没有去住过，甚至自己说不 一定能找得到它。解决客户问题和学习新鲜事物是他一生快乐的源泉。 "希望在我死之前，这种生活方式都能继续下去。" 查兰 2024 年 11 月通过视频对《晚点 LatePost》 说。 全球化工巨头杜邦公司的原 CEO 兼董事长杰克·科洛尔（Jack Krol）称查兰为 "怪异的存在"（strange existence）。"他会在周日早上 9 点出现在我家里，我们可能会聊上三四个小时，然后他就突然消失 了"，科洛尔回忆，"只要你约他见面，他随时都会出现。生意就是他生活的全部"。 花旗银行原 CEO 约翰·里德（John Reed）说查兰是 "真正意义上的催化剂"，"他迫使你告诉他，你想 做什么。他迫使你，在头脑中明确要做的事， ...

Core Viewpoint - Black Sesame Technology is positioned as a leading domestic assisted driving SoC chipset designer in China, with strong revenue growth prospects driven by its C1200 and A2000 series chipsets [1][2] Revenue Forecast - Projected revenues for Black Sesame from 2025 to 2027 are RMB736.4 million, RMB1,611.2 million, and RMB2,035.5 million, reflecting year-on-year growth rates of 55.3%, 118.8%, and 26.3% respectively [1] Business Developments - Revenue growth is dependent on three key developments: 1) Success of the C1200 series in the integrated cockpit and ADAS market in the short term [2] 2) Rapid mass production and design wins for the A2000 series, enabling medium-term revenue growth [2] 3) Advancements in process technology to 5-3 nm for next-generation SoCs expected to be mass-produced by 2028 [2] Market Positioning - The C1200 series is expected to capture significant market share in the cockpit domain controller market, projected to grow to between RMB5.4 billion and RMB11.0 billion by 2026, with an 80% sales volume increase in 2025 [3] - Black Sesame is positioned as a geopolitically safe alternative to Qualcomm, which may enhance its market share if pricing strategies are effectively managed [3] Medium-Term Outlook - Achieving vehicle mode designations for the A2000 series in 2025 could lead to increased volume, average selling price (ASP), and gross margin (GM) in 2026 [3] - The company is actively engaging with various OEMs to secure vehicle designations, and the A2000 series boasts high raw INT8 TOPS compared to domestic competitors [3] Investment Catalysts - Key catalysts for investment include the announcement of design wins for the A2000 chipset and performance figures demonstrating the success of the C1200 series [4]

事实上，合理健康的区域产业体系应该是一种"乔、灌、草"共生的生态系统。过度KPI思维下的厚此薄 彼，势必有损产业生态。2024年中央经济工作会议提出，健全多层次金融服务体系，壮大耐心资本，更 大力度吸引社会资本参与创业投资。耐心资本需要耐心服务和耐心支持。耐心不仅需要对产业趋势有远 见卓识，更需要公平公正的产业服务理念和政策环境。若只想锦上添花，不愿雪中送炭，必然会导致区 域企业生态有乔无灌少草等链群失衡，最终失去可持续增长的动力。 编辑部： 最近，记者在基层采访时，一些招商一线干部反映现在招商工作难。经过深入了解，记者发现，难处不 是无商可招，而在于难以应对一套以过度KPI（关键绩效考核）思维为导向的绩效考核做法。 近年来，随着中央构建国内统一大市场布局节奏加快，一系列旨在规范区域竞争的新政策相继出台。如 去年8月开始施行的《公平竞争审查条例》规定，没有法律、行政法规依据或者未经国务院批准，不得 给予特定经营者税收优惠、选择性、差异化的财政奖励或者补贴，以及要素获取、行政事业性收费、社 会保险费等方面的优惠和其他影响生产经营成本的内容。 如此，曾经在基层经济外延型扩张过程中"屡试不爽"的"老办法"行不通了， ...

Core Viewpoint - BlackBerry Limited's shares have increased by 21.3% in the past month, outperforming the Computer Software industry and the S&P 500 composite, which grew by 18.7% and 8% respectively [1] Price Performance - BlackBerry's stock closed at $3.92, which is down 37.2% from its 52-week high of $6.24 [4] QNX Business Development - BlackBerry has shifted focus to its QNX platform, having sold its Cylance unit for $80 million in cash and 5.5 million shares, while retaining its AI/ML patent assets and tax losses [5] - The QNX business is experiencing growth, particularly in the automotive sector, with strong demand in advanced driver assistance systems (ADAS) and digital cockpit solutions [6] - QNX revenues reached $65.8 million, exceeding guidance of $60-$65 million, driven by design wins in digital cockpit and ADAS [7] Revenue Guidance and Market Conditions - BlackBerry maintains a revenue guidance of $260-$270 million, with QNX revenues expected between $250 million and $270 million, amid uncertainties from recent tariff changes [9] Secure Communication Division - The Secure Communication division reported fiscal fourth-quarter revenues of $67.3 million, surpassing the forecast of $62-$66 million, driven by strong performance in the AtHoc platform [10] - The division is seeing healthy momentum from government agencies and top banks, with a notable expansion of a deal with the Malaysian government [11] Financial Performance - BlackBerry's adjusted EBITDA for fiscal 2025 was $39.3 million, reflecting a $54 million improvement from the previous year, aided by cost-cutting measures [13] - Cash and investments increased by $144 million, supported by strong operating cash flow of $42 million and the initial payment from the Cylance deal [14] Analyst Sentiment and Valuation - Analysts have revised EPS estimates for the current fiscal year upward to 10 cents from 7 cents over the past 60 days, indicating bullish sentiment [17] - BB stock is trading at a trailing 12-month price/book multiple of 3.25, compared to the industry average of 5.87, suggesting it is undervalued [18] Investment Opportunity - The pivot towards the QNX business, improving financials, and strong estimate revisions present a compelling buying opportunity for BlackBerry stock [19]

曾在直播间表示要停播 4月28日，前英雄联盟职业选手、游戏主播简自豪(游戏ID：Uzi)宣布无限期停播。该消息一出，迅速登上热搜。不过，有分析师认为，此 举或许是简自豪为后续迭代的新电竞内容节目做铺垫。 4月28日上午10时，简自豪通过新浪微博"@UziQAQ"发声称："兄弟们，我接下来准备休息一段时间，所以后面暂时就先不播啦，之后如果 要直播的话会提前告诉大家的"。此消息传出后，迅速成为微博热搜，截至下午4点，相关话题在新兰微博上阅读量接近3000万次。 分析师：存在直播平台KPI不合理等问题 文娱产业分析师张书乐表示，简自豪退役、复出以及停播，都带有一种浓浓的"商业味道"，每一次变动总能上热搜和引发舆论关注，"其所 谓直播缺少刺激，或许是为后续迭代的新电竞内容节目（不一定是直播）做一个铺垫而已"。 "Uzi停播反映出3个方面的问题"，"游戏干线"创始人、行业分析师陈光龙对南都记者表示，首先是电竞主播的职业健康与寿命问题，电竞 无论是职业还是转型主播都是非常考验身心健康条件的，需要付出巨大的体力和脑力劳动。"因此职业寿命相对其他行业都非常短，现在的 电竞行业职业身体和心理健康问题是一个亟须解决的大问题"。 ...