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巴西贸易部:巴西6月贸易顺差为58.89亿美元。6月原油出口量为797万公吨,去年同期为690万公吨。6月大豆出口量为1342万吨,去年同期为1396万吨。6月玉米出口量为369,533吨,去年同期为850,892吨。6月铁矿石出口量为3633万吨,去年同期为3310万吨。
news flash· 2025-07-04 18:04
巴西贸易部:巴西6月贸易顺差为58.89亿美元。6月原油出口量为797万公吨,去年同期为690万公吨。6 月大豆出口量为1342万吨,去年同期为1396万吨。6月玉米出口量为369,533吨,去年同期为850,892吨。 6月铁矿石出口量为3633万吨,去年同期为3310万吨。 ...
官方发文“劝学医”,考生不妨一听 | 新京报快评
Xin Lang Cai Jing· 2025-07-04 18:03
▲各省份高考成绩公布后,考生进入志愿填报时间,这时候,慈溪卫健部门发文"劝人学医"很及时。图/IC photo 据智通财经报道,近日,浙江慈溪市卫生健康局微信公众号发布《高考结束了,该劝人学医了!》一文称,医学 生没有轻松大学,但有滚烫的信仰,当你拯救一个家庭于水火时,会发现学医已经不仅停留在学的表面,你踏出 的每一步,都是对生命的虔诚丈量。 各省份高考成绩公布后,考生进入志愿填报时间,这时候,慈溪卫健部门发文"劝人学医"很及时。这对那些尚不 知选择何种专业的考生来说,犹如迷途中的一盏灯,具有指引作用,至少有参考价值。这篇官微文章不仅值得慈 溪籍考生阅读,对其他考生也有借鉴意义。 据说,在每年这个时候,坊间流传着一句俗语:"劝人学医,天打雷劈"。这是因为医学生培养周期比较漫长,而 且正式工作后面临患者不信任、医患矛盾等问题。某知名医生博主透露,行业内"干着干着开始悔不当初的也不在 少数"。这难免会影响某些高考生选专业。 上述官微文章中,也以"对不起"为前缀,提到了医学生的诸多不易,比如,对不起,你以为的社交对象,其实是 实验课上的大体老师;对不起,你可能还要面对来自病患的质疑和抱怨……不过这篇官微文章并非劝考 ...
周五(7月4日)),韩元兑美元最终涨0.13%,报1362.72韩元。本周,该货币对累计下跌0.12%,6月30日涨至1347.23韩元之后,持续回落,7月3日发布美国非农就业报告后跌至1369.72韩元。
news flash· 2025-07-04 18:00
本周,该货币对累计下跌0.12%,6月30日涨至1347.23韩元之后,持续回落,7月3日发布美国非农就业 报告后跌至1369.72韩元。 周五(7月4日)),韩元兑美元最终涨0.13%,报1362.72韩元。 ...
Trimble's Restructuring: Subscription Model And Divestitures Unlock Long-Term Potential
Seeking Alpha· 2025-07-04 18:00
Core Insights - Trimble Inc. is undergoing a restructuring focused on strategic divestitures, leverage reduction, and a transition towards a SaaS-centered business model, which is expected to support long-term margin expansion despite near-term volatility [1] Group 1: Restructuring Strategy - The company's restructuring involves divesting non-core assets to streamline operations and improve focus on its core business [1] - A significant aspect of the restructuring is the reduction of leverage, which aims to enhance financial stability and operational flexibility [1] - The gradual shift towards a subscription-based model is anticipated to create a more predictable revenue stream and improve customer retention [1] Group 2: Financial Outlook - The ongoing changes are expected to lay a solid foundation for long-term margin expansion, indicating a positive outlook for profitability in the future [1] - Near-term volatility is acknowledged, suggesting that while the restructuring may lead to long-term benefits, there could be short-term challenges [1]
京报读书·人文丨《中华人民共和国经济史》《中欧大温泉》《〈庄子〉哲学引思》
Sou Hu Cai Jing· 2025-07-04 17:57
《中华人民共和国经济史(1949-1978年)》 中国人民大学编写组 中国人民大学出版社 中华人民共和国的成立,开启了中华民族伟大复兴的历史新纪元,中国经济现代化道路从此掀开了新的 一页。从1949年新中国成立至1978年中共十一届三中全会召开前,中国共产党团结带领中国人民进行广 泛而深刻的社会经济变革,建立社会主义经济制度,消除存在数千年的经济剥削制度,推进社会主义经 济建设和国家工业化建设。本书以时间序列为轴,从经济发展主线、发展目标、体制运行、建设成就、 国际地位提升和人民生活福祉等六个方面,集中体现中国经济建设和发展的历史进程,系统阐述中国共 产党领导人民在社会主义革命和建设中取得的伟大成就和宝贵经验。 那些名人与温泉的故事 波澜壮阔的新中国经济史 上海社会科学院出版社 一部关于温泉的历史会给读者带来哪些内容?其实温泉只是载体,温泉的历史不过就是围绕着温泉阐释 的人的历史。近代欧洲史专家大卫·克雷·拉奇带领我们走过一段从古希腊与古罗马时代的沐浴仪式到20 世纪末的温泉浴场的旅程。书中围绕温泉讲述了众多名人的故事,他们中有音乐家贝多芬,文学家歌 德、马克·吐温、屠格涅夫、托尔斯泰、果戈里、陀思妥耶夫斯基 ...
Simon Property Stock Gains 15.7% in Three Months: Will the Trend Last?
ZACKS· 2025-07-04 17:56
Core Insights - Simon Property Group (SPG) shares have increased by 15.7% over the past three months, outperforming the industry growth of 7.7% [1][8] - The company has a strong portfolio of premium retail properties in the U.S. and internationally, benefiting from healthy demand for retail real estate, high occupancy rates, and rent growth [1][4] Strategic Initiatives - SPG is focusing on enhancing omnichannel retail capabilities and expanding mixed-use developments, which are expected to support long-term growth [2][4] - The company has signed 259 new leases and 550 renewal leases in Q1 2025, indicating strong leasing momentum in a favorable retail environment [5] Financial Health - As of March 31, 2025, SPG had $10.1 billion in liquidity, a total secured debt to total assets ratio of 16%, and a fixed-charge coverage ratio of 4.6, indicating strong financial flexibility [9] - SPG has a corporate investment-grade credit rating of A- from S&P and A3 from Moody's, which supports its growth initiatives [9] Dividend Policy - SPG announced a quarterly common stock dividend of $2.10 for Q1 2025, marking the 13th increase in the past five years, with a payout growth of 9.09% during the same period [10]
长短英债收益率本周涨超7个基点,英国政治局势一度显著地推高政府融资成本
news flash· 2025-07-04 17:53
50年期英债收益率涨0.5个基点,报4.689%,本周累涨7.2个基点,7月1日跌至4.542%,7月2日反弹至 4.817%。 30年期英债收益率涨0.4个基点,报5.343%,本周累涨7.1个基点,7月1日跌至5.185%,7月2日反弹至 5.453%,周四和周五守住部分涨幅。 周五(7月4日))欧市尾盘,英国10年期国债收益率涨1.3个基点,报4.554%,本周累计上涨5.0个基 点,7月1日美股盘前跌至4.417%之后持续反弹,7月2日美股开盘时达到4.633%。 ...
CareTrust REIT (CTRE) is an Incredible Growth Stock: 3 Reasons Why
ZACKS· 2025-07-04 17:47
Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, particularly in the financial sector, to achieve exceptional returns. However, identifying such stocks can be challenging due to their inherent risks and volatility [1]. Company Summary: CareTrust REIT (CTRE) - CareTrust REIT is currently highlighted as a promising growth stock, supported by a favorable Growth Score and a top Zacks Rank [2]. - The stock has shown a historical EPS growth rate of 1.1%, but projected EPS growth for the current year is expected to be 20.9%, significantly outperforming the industry average of 0.8% [4]. - The company has demonstrated impressive cash flow growth, with a year-over-year increase of 67.6%, compared to the industry average of 2.7% [5]. - Over the past 3-5 years, CareTrust REIT has maintained an annualized cash flow growth rate of 12.5%, again surpassing the industry average of 3.1% [6]. - Recent upward revisions in earnings estimates indicate positive momentum, with the Zacks Consensus Estimate for the current year increasing by 0.5% over the past month [8]. - CareTrust REIT has achieved a Zacks Rank of 2 (Buy) and a Growth Score of B, suggesting it is a solid choice for growth investors [10].
3 Reasons Growth Investors Will Love Palomar (PLMR)
ZACKS· 2025-07-04 17:47
Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, with Palomar (PLMR) being highlighted as a strong candidate due to its favorable growth metrics and Zacks Rank [1][2]. Group 1: Earnings Growth - Palomar has a historical EPS growth rate of 54%, with projected EPS growth of 39.3% for the current year, significantly outperforming the industry average of 2.8% [5]. Group 2: Cash Flow Growth - The company exhibits a year-over-year cash flow growth of 45.1%, which is substantially higher than the industry average of 14.3% [6]. - Over the past 3-5 years, Palomar's annualized cash flow growth rate has been 25.5%, compared to the industry average of 11.5% [7]. Group 3: Earnings Estimate Revisions - The current-year earnings estimates for Palomar have been revised upward, with the Zacks Consensus Estimate increasing by 0.5% over the past month [9]. - This positive trend in earnings estimate revisions contributes to Palomar's Zacks Rank of 1 (Strong Buy) and a Growth Score of B [10]. Group 4: Investment Potential - The combination of strong earnings growth, impressive cash flow growth, and favorable earnings estimate revisions positions Palomar as a potential outperformer and a solid choice for growth investors [11].
GigaCloud Technology (GCT) Earnings Call Presentation
2025-07-04 17:46
BaaS Overview - BaaS (Branding-as-a-Service) is designed to enhance the competitiveness of furniture suppliers by providing access to the Christopher Knight Home brand on the GigaCloud B2B Marketplace[13] - This service allows the brand to introduce third-party products under its label, expanding market presence in high-potential categories[16] - BaaS empowers qualified suppliers to leverage an industry-leading furniture brand, connecting them with customers more effectively in a wider market[12] Challenges Addressed - BaaS addresses challenges such as low purchase frequency, slow brand value accumulation, and difficulty for furniture suppliers to compete in a fragmented market[11] BaaS Structure & Support - The GigaCloud Brand Center provides strategic guidance, access to an established furniture brand, and quality control standards[19] - The GigaCloud Quality Center upholds rigorous quality standards through inspections and quality control processes[20] - BaaS participants can leverage the B2B Marketplace, fulfillment capabilities, and established customer base to accelerate growth and expand market reach[27] Benefits for Sellers - BaaS offers increased competitiveness, streamlined supply chain efficiency, and increased brand awareness for sellers[31] - Sellers gain access to brick-and-mortar opportunities through Wondersign Kiosk[31] Benefits for Buyers - Buyers benefit from the credibility and trust of an established brand, a broader product selection, and assured quality control standards[33] - Buyers also benefit from SFR (Supplier Fulfilled Retailing) model efficiencies and on-trend furniture design[33]