Workflow
Technology Investment
icon
Search documents
Why AST SpaceMobile Stock Skyrocketed 102.6% Last Month, but Has Slipped in July
The Motley Fool· 2025-07-08 17:13
AST SpaceMobile (ASTS 0.85%) stock recorded huge gains across June's trading. The space technology company's share price surged 102.6% in a month that saw the S&P 500 (^GSPC -0.04%) rise 5% and the Nasdaq Composite (^IXIC 0.06%) jump 6.6%.Excitement surrounding defense technology plays and bullish momentum for the broader market helped AST stock close out the period with huge gains. New partnership announcements, investment speculation, and analyst coverage also helped power the rally. AST SpaceMobile stock ...
政策红利收实效 创投市场添暖意
Zheng Quan Shi Bao· 2025-07-04 17:13
诸多因素中,二级市场估值修复与退出预期改善是募资、投资回暖的核心逻辑。当前行业对多元化退出 机制的共识不断深化,创投机构普遍将提升DPI(已分配资本/实缴资本)作为核心目标,通过优化退出策 略为出资人创造回报,因此对项目的退出诉求尤为强烈。 不过,市场全面回暖仍需突破多重关卡,比如,市场化资金投资情绪有待进一步激活,长线资金入市规 模需持续扩大,IPO退出通道有待进一步畅通。唯有实现"募投管退"全链条良性循环,机构投资者才能 真正释放投资动能,加大对硬科技领域的布局力度。未来,随着政策红利持续释放叠加市场机制自我修 复,创投行业将向更具韧性、更富效率的发展新阶段迈进。 随着上半年创投市场关键数据陆续发布,行业人士对市场回暖的认知已从主观感受转向客观数据支撑。 执中最新报告显示,上半年机构LP(出资人)出资规模同比激增50%,投融资规模降幅显著收窄,IPO退 出项目数量增幅超20%。多项核心指标集体反弹,标志着创投市场走向复苏周期。 政策"组合拳"持续发力成为市场修复的核心动能。从2024年新"国九条""创投十七条"到2025年初国办1 号文,再到5月七部门提出设立"国家创业投资引导基金",一系列政策"组合拳" ...
2025年上半年公募基金中长期业绩榜
Wind万得· 2025-06-30 22:33
2025年二季度,市场流动性充裕,呈现股债双牛格局。在此期间,权益市场韧性增强,投资 者的风险偏好继续提升,万得偏股混合型基金指数上涨3.06%。伴随着国家出台多项政策引 导中长期资金入市,该指数近一年已累计上涨了17.86%。 国内科技基金及QDII偏股型基金的表现尤为亮眼,上榜产品三年期收益率均超过了50%;此 外,ETF正在成为资产配置的首选工具,大量ETF产品频繁登榜各主题业绩榜单,凸显投资价 值。万得短期纯债型基金指数和万得中长期纯债型基金指数分别上涨0.64%和0.95%,再创 新高。 基金业绩篇 1.1 基金分类榜单 普通股票型基金 | | 普通股票型基金近三年业绩榜 | | TOP 20 | | --- | --- | --- | --- | | 排名 | 基金名称 | 三年收益 最大回撤 基金经理 | | | 1 | 金鹰科技创新A | 75.05% -38.68% 陈颖 | | | 2 | 嘉实互融精选A | 64.08% -38.79% 郝淼 | | | 3 | 景顺长城沪港深 | 57.71% -14.73% 张仲维 | | | | 精选A | | | | 4 | 创金合信文娱媒 | ...
讯飞创投徐景明:最好的投资是赋能下的“信念投资”
创业邦· 2025-06-19 09:50
u 讯飞创投的底层逻辑是对中国科技、人工智能未来的坚定信心。 作者丨巴里 编辑丨 关 雎 图源 丨讯飞创 投 2024 年的 A 股市场中,寒武纪无疑是风头最劲的公司。 这家被称为 "中国版英伟达" 的 AI 芯片公司, 2024 年累计涨幅达 387.55% ,以接近 4 倍的涨幅 成为当年度涨幅冠军。 时间拉回到 2016 年, 讯飞创 投在寒武纪初创期便参与了其首轮融资。 彼时,寒武纪正致力于 AI 计算芯片的研发,急需 AI 算法领域的合作伙伴进行技术磨合,而 科大讯 飞作为 国内 AI 算法领先企业,双方在技术协同与产业需求上高度契合,随后双 方 便展开 了推动产 业层面的链接与合作。 作为早期战略投资者, 科大讯飞如今 在寒武纪项目上获得了丰厚的回报。 讯飞创 投董事长徐景明 表示, 作为讯飞 CVC 投资平台, 讯飞创投 始终 将目光聚焦于人工智能领 域。其投资逻辑不仅着眼于技术层面的创新突破,更注重推动技术与产业的深度融合。 秉持长期主义的投资理念,除寒武纪外, 讯飞创 投还成功发掘并投资了优必选、商汤科技、中科海 光、 国仪量子、 知存科技 、知行科技、银河通用等 一 众明星项目。 在赋能被 ...
7亿!朝希资本完成二期人民币主基金首关签约
Sou Hu Cai Jing· 2025-06-14 00:49
原"中国私募股权投资" 每日分享PE/VC行业权威新闻资讯 来源:PE星球 (ID:PE-China) 编辑:韦亚军 摄影:Bob君 据介绍,朝希资本本期基金的首关LP阵容依旧保持较高的产业化与市场化程度。延续一期主基金风 格,本期基金得到了诸多产业LP的支持,其占比接近六成,其他由市场头部母基金、国资投资平台与 金融机构构成;老LP复投比例约50%。 作为基石投资人,苏州基金再次加码朝希,产业LP包括迈为股份、阿特斯、正泰电器等上市公司及海 辰储能等产业集团,新增中方财团、东吴创投、中信建投资本等知名投资平台。另有数家产业与市场化 LP正在推动决策进程,以参与基金后续扩募,其中多家也为复投LP。 在新老LP的共同支持下,朝希二期主基金将专注于能源与科技两大赛道,沿新型材料、高端装备、终 端产品、创新服务及应用场景全产业链布局,着力培育具备极强技术创新实力与产业化能力的未来龙头 企业。 老LP复投比例约50%。 目前,朝希资本一期主基金已完成全部投出;二期主基金已储备数十个项目,并将在近期完成多笔出 手。 近日,朝希资本宣布完成二期人民币主基金首关签约,规模为7亿元。这是继一期人民币主基金的超9亿 元募集后, ...
Employers Report Steady Hiring Plans for Q3, Though Uncertainty Around Global Trade Led Many to Pause Hiring Decisions
Prnewswire· 2025-06-10 13:01
89% of companies worldwide report that trade uncertainty impacted their immediate hiring decisions in April, though most plan for steady hiring in Q3 Employers in Asia Pacific (29%) lead regional hiring intentions, followed by the Americas (27%), and Europe and the Middle East (19%) Information Technology maintains strongest sector Outlook at 36%, followed by Financials & Real Estate (28%), and Industrials & Materials (26%) Companies that are investing the most in technology report more optimistic hiring p ...
EverGen Infrastructure Corp. Announces Participation in the 2025 Canadian Climate Investor Conference
Newsfile· 2025-06-09 22:19
Vancouver, British Columbia--(Newsfile Corp. - June 9, 2025) - EverGen Infrastructure Corp. (TSXV: EVGN), a Canadian renewable energy company specializing in waste-to-energy projects, announced today that it will be presenting at the 2025 Canadian Climate Investor Conference (CCIC), taking place on Wednesday June 11, 2025 at the Arcadian Court in Toronto, Ontario. For a complete agenda of the conference and to register, see the conference website here: https://events.tsx.com/ccic/. About EverGen Infrastruc ...
Heritage Insurance Margin Improves: Can It Retain the Momentum?
ZACKS· 2025-06-05 18:05
The super-regional U.S. property and casualty insurance holding company Heritage Insurance Holdings, Inc. (HRTG) has made significant improvements in its net margin. Its net margin showed an improvement of 3080 basis points over the last two years, which continued into the first quarter of 2025, wherein net margin improved by 320 basis points. Heritage Insurance is prioritizing profitability by ensuring rate adequacy, implementing profit-focused underwriting criteria and limiting new business in saturated o ...
BeOne Medicines: Competitive Advantage Of Zanubrutinib In The CLL Field
Seeking Alpha· 2025-06-04 11:08
Editor's note: Seeking Alpha is proud to welcome Biotech Voyager as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.My name is Bin He, from the startup company Binib Ltd. I got Ph.D. degree majoring in Engineering in 2007. I ever worked at several automotive companies to develop vehicle software for electric vehicles, including at GM as a software manage ...