Company Performance - Agnico Eagle Mines (AEM) closed at $118.93, with a +2.42% change from the previous day, outperforming the S&P 500's daily gain of 0.52% [1] - Over the past month, AEM shares have decreased by 1.58%, underperforming the Basic Materials sector's gain of 2.15% and the S&P 500's gain of 4.27% [1] Upcoming Earnings - The upcoming earnings report for Agnico Eagle Mines is scheduled for July 30, 2025, with projected EPS of $1.61, indicating a 50.47% increase year-over-year [2] - The Zacks Consensus Estimate for revenue is projected at $2.55 billion, reflecting a 22.94% increase from the same quarter last year [2] Full Year Estimates - For the full year, analysts expect earnings of $6.3 per share and revenue of $10.37 billion, representing changes of +48.94% and +25.18% respectively from the previous year [3] Analyst Estimates - Recent changes to analyst estimates for Agnico Eagle Mines indicate positive sentiment regarding the company's business operations and profit generation capabilities [4] Zacks Rank - Agnico Eagle Mines currently holds a Zacks Rank of 1 (Strong Buy), with a consensus EPS projection that has increased by 4.52% in the past 30 days [6] Valuation Metrics - AEM is trading at a Forward P/E ratio of 18.43, which is a premium compared to the industry average Forward P/E of 11.43 [7] - The company has a PEG ratio of 0.87, compared to the industry average PEG ratio of 0.55 [7] Industry Overview - The Mining - Gold industry, part of the Basic Materials sector, holds a Zacks Industry Rank of 48, placing it in the top 20% of over 250 industries [8]

Company Performance - Leidos (LDOS) closed at $157.76, reflecting a +1.34% increase from the previous day, outperforming the S&P 500's gain of 0.52% [1] - Over the last month, Leidos shares increased by 4.82%, which is below the Computer and Technology sector's gain of 7.56% but above the S&P 500's gain of 4.27% [1] Upcoming Earnings - The upcoming EPS for Leidos is projected at $2.63, indicating stability compared to the same quarter last year [2] - Revenue is estimated to be $4.25 billion, representing a 2.82% increase from the same quarter of the previous year [2] Annual Forecast - Zacks Consensus Estimates forecast earnings of $10.75 per share and revenue of $17.13 billion for the year, reflecting changes of +5.29% and +2.82% respectively compared to the previous year [3] Analyst Revisions - Recent revisions to analyst forecasts for Leidos are important as they indicate changing near-term business trends, with positive revisions suggesting confidence in business performance [4] Zacks Rank and Valuation - Leidos currently holds a Zacks Rank of 3 (Hold), with a Forward P/E ratio of 14.48, which is a discount compared to the industry average of 19.74 [6] - The Zacks Consensus EPS estimate has seen a 0.66% increase over the last 30 days [6] PEG Ratio - Leidos has a PEG ratio of 1.88, which is lower than the Computers - IT Services industry average PEG ratio of 2.14 [7] Industry Ranking - The Computers - IT Services industry, which includes Leidos, ranks in the top 22% of all industries according to the Zacks Industry Rank [8]

Company Performance - Medtronic's stock increased by 1.34% to $87.17, outperforming the S&P 500's gain of 0.52% [1] - Over the past month, Medtronic's stock has risen by 3.66%, while the Medical sector gained 1.88% and the S&P 500 increased by 4.27% [1] Upcoming Earnings - Medtronic's earnings report is expected on August 19, 2025, with an anticipated EPS of $1.23, indicating no change from the same quarter last year [2] - Revenue is projected to be $8.37 billion, reflecting a 5.69% increase compared to the same quarter last year [2] Fiscal Year Projections - For the entire fiscal year, earnings are projected at $5.55 per share and revenue at $35.29 billion, representing increases of 1.09% and 5.23% respectively from the prior year [3] Analyst Forecasts - Recent revisions to analyst forecasts for Medtronic should be monitored, as they reflect short-term business trends [4] - Positive estimate revisions are interpreted as a favorable sign for the business outlook [4] Zacks Rank and Valuation - The Zacks Rank system currently rates Medtronic as 5 (Strong Sell), with a 0% increase in the EPS estimate over the last 30 days [6] - Medtronic has a Forward P/E ratio of 15.51, which is lower than the industry average of 19.12 [7] - The company has a PEG ratio of 2.32, compared to the industry average PEG ratio of 2.25 [7] Industry Context - The Medical - Products industry has a Zacks Industry Rank of 155, placing it in the bottom 37% of over 250 industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Company Performance - MercadoLibre (MELI) closed at $2,613.63, reflecting a +2.09% increase from the previous day, outperforming the S&P 500's gain of 0.52% [1] - Over the past month, the stock has decreased by 0.13%, underperforming the Retail-Wholesale sector's gain of 2.65% and the S&P 500's gain of 4.27% [1] Earnings Forecast - The upcoming earnings report is expected to show an EPS of $12.01, representing a 14.6% increase from the same quarter last year [2] - Projected net sales are estimated at $6.52 billion, which is a 28.57% increase from the previous year [2] Fiscal Year Estimates - For the entire fiscal year, earnings are forecasted at $47.75 per share, indicating a +26.69% change from the previous year, with revenue expected to reach $27.35 billion, reflecting a +31.66% increase [3] - Recent analyst estimate revisions suggest a favorable outlook on the company's business health and profitability [3] Analyst Ratings and Valuation - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently rates MercadoLibre at 3 (Hold) [5] - The Forward P/E ratio for MercadoLibre is 53.62, significantly higher than the industry average of 24.95, with a PEG ratio of 1.52 compared to the industry average of 1.41 [6] Industry Context - The Internet - Commerce industry, part of the Retail-Wholesale sector, holds a Zacks Industry Rank of 58, placing it in the top 24% of over 250 industries [7] - Research indicates that industries in the top 50% outperform those in the bottom half by a factor of 2 to 1 [7]

Company Performance - Rivian Automotive (RIVN) closed at $13.74, with a daily increase of +1.03%, outperforming the S&P 500's gain of 0.52% [1] - The stock has decreased by 6.4% over the past month, underperforming the Auto-Tires-Trucks sector's loss of 6.69% and the S&P 500's gain of 4.27% [1] Earnings Expectations - Analysts expect Rivian to report earnings of -$0.65 per share, reflecting a year-over-year growth of 46.28% [2] - The Zacks Consensus Estimate projects revenue of $1.29 billion, an increase of 11.22% from the previous year [2] Annual Forecast - For the entire year, the Zacks Consensus Estimates forecast earnings of -$2.49 per share and revenue of $5.25 billion, indicating year-over-year changes of +38.37% and +5.66%, respectively [3] Analyst Sentiment - Recent changes to analyst estimates for Rivian Automotive are important as they reflect near-term business trends, with upward revisions indicating positive sentiment towards the company's operations [4] - The Zacks Rank system, which considers estimate changes, provides a rating system for investors, with Rivian currently holding a Zacks Rank of 3 (Hold) [5][6] Industry Context - The Automotive - Domestic industry, part of the Auto-Tires-Trucks sector, has a Zacks Industry Rank of 212, placing it in the bottom 14% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

此前，当地时间5月27日，总台记者获悉，美国一位高级政府官员表示，特朗普政府打算取消所有用于 哈佛大学的联邦资金。 知情人士透露：哈佛大学与白宫谈判陷入僵局 当地时间6月30日，总台记者获悉，知情人士表示，美国哈佛大学与白宫的谈判陷入僵局，这场僵局不 仅威胁着学校的财政状况，还扰乱了学校对外国学生的招生计划。 来源：央视新闻客户端 特朗普政府再威胁哈佛大学"将失去所有联邦财政资源" 总台记者当地时间6月30日获悉，美国特朗普政府告知哈佛大学，调查发现哈佛大学在对待犹太学生和 以色列学生方面违反了联邦民权法。特朗普政府威胁哈佛大学"将失去所有联邦财政资源"。 当天稍晚时，白宫方面表示，关于哈佛的会谈正在闭门进行。 要求美联储降息 特朗普又批鲍威尔 这次还带上了整个委员会 当地时间6月30日，美国总统特朗普在社交媒体发文表示，"太迟先生"美联储主席鲍威尔和整个委员会 都应该为没有降息感到羞耻。特朗普表示，如果他们好好工作，"美国就能节省数万亿美元的利息成 本""但委员会只是袖手旁观，所以他们也难辞其咎"。特朗普称，美国应该支付1%的利率。 当天，美国白宫新闻秘书莱维特表示，特朗普在给鲍威尔的一封信中提到了全球多个 ...

就在30日当天，德国外长瓦德富尔乘火车抵达乌首都基辅，这是他上任后首次访乌。德新社报道称，瓦德富尔在抵达基辅后表示，德国将继续坚 定站在乌方一边，以使其在现代防空及其他类型武器、人道主义和经济支援帮助下成功保卫自己。"带着这一承诺，我今天来到了基辅。"他还表 示，乌方已多次证明已准备好通过谈判结束战争。 然而，当俄乌双方释放和谈信号之际，双方的战斗却更加激烈。路透社30日称，俄军队上月在乌克兰苏梅州推进并控制200平方公里区域，同时首 次突入乌中东部第聂伯罗彼得罗夫斯克州。路透社还援引乌克兰"深层国家地图"发布的数据称，俄罗斯目前在乌克兰的实际控制区已达113588平 方公里，在截至6月28日的两个月内增加了943平方公里。 【环球时报驻俄罗斯特派记者 肖新新】俄新社6月30日报道称，俄总统新闻秘书佩斯科夫当天表示，俄方期待近期能够确定俄乌第三轮谈判的日 期。他还表示，俄对乌特别军事行动仍在持续，乌方"非常清楚"必须采取何种举措才能结束特别军事行动框架内的军事行动，而俄总统普京此前 已提出相关条件。另据俄新社29日报道，佩斯科夫日前在一档电视节目中表示，乌克兰问题的谈判进程很大程度上取决于乌方立场以及美国调解 ...

Group 1: Government Commitment and Industry Impact - The Government of Canada has pledged to increase defense spending to 2% of GDP and endorsed NATO's target of 5% by 2035, indicating a strengthened commitment to national sovereignty and collective allied readiness [1][2] - This commitment opens opportunities for greater domestic innovation and industrial participation in the defense sector, particularly for companies like Volatus Aerospace [2][3] Group 2: Company Capabilities and Strategic Alignment - Volatus Aerospace is well-positioned to contribute to areas such as Intelligence, Surveillance, and Reconnaissance (ISR), remote operations, and advanced training, aligning with the government's updated defense strategy [2][3] - The company engages with federal agencies and allied stakeholders to identify contributions to programs like NORAD modernization and Arctic sovereignty [3][6] Group 3: Company Overview and Services - Volatus Aerospace specializes in Remotely Piloted Aircraft Systems (RPAS) services, sensor payload integration, and workforce development, with operations in Canada, the United States, the United Kingdom, and Europe [2][4] - The company aims to enhance operational efficiency, safety, and sustainability through innovative aerial technologies across various industries, including oil and gas, energy utilities, healthcare, public safety, and infrastructure [4]

出品｜虎嗅黄青春频道 作者｜商业消费主笔 黄青春 头图｜视觉中国 狭路相逢的腾讯与字节，再次陷入贴身肉搏的焦灼状态。 上周三（6 月 25 日），腾讯在重庆攒了一场微信小游戏开发者大会，几乎前后脚，抖音才在成都为小游戏组了一场行业沙龙局——两家的火药味不言而 喻，都在忙不迭向市场"秀肌肉"，希望以此吸引更多开发者参与到小游戏生态建设，进而掳获更多用户——至此，在流量引领商业走向的叙事中，小游戏一 跃成为微信、抖音跑马圈地的"新大陆"。 一方面，过去三年，中国移动游戏市场陷入震荡周期，年均增幅仅为 2.7%，但小游戏是领跑游戏行业大盘"最靓的崽"——中国音数协游戏工委发布的 《2024 游戏产业报告》显示，2024 年中国移动游戏市场实际销售收入仅同比增长 5.01%；其中，小程序游戏市场收入同比增长高达 99.18%，狂飙势头正 盛。 另一方面，小游戏凭借题材多变、开发门槛低、研发周期短的优势，短短几年催生出一个近千亿市场，风头一度压过 APP 游戏——巨量引擎数据显示， 2024 年上半年，小游戏的活跃用户规模首次超过 APP 游戏，且 2025 年还在持续蚕食 APP 游戏、网页游戏的用户时间，被一些行业 ...

"这是几代治沙人早出晚归，辛勤苦干的结果。"见证宁夏境内腾格里沙漠锁边全面完成，中卫市国有林 业总场正高级林业工程师唐希明感慨万千。 腾格里沙漠是我国第四大沙漠，其东南缘的中卫市，扼守着祁连山与贺兰山"两山夹沙"的关键节点，是 腾格里沙漠向东南扩张的唯一出口，阻击着风沙向华北平原侵袭。2023年6月"三北"工程攻坚战打响以 来，全境属于黄河"几字弯"攻坚战片区的宁夏，将腾格里沙漠固沙锁边工程作为重点项目推进。 宁夏境内腾格里沙漠锁边全面完成。 以上图片均为任浩摄 6月30日上午，宁夏中卫市，烈日高悬，腾格里沙漠热浪翻涌。沙丘连绵处，百余名工人正紧张忙碌， 有序地扎制着草方格。 随着最后一列刷状网绳草方格稳稳扎根，腾格里沙漠东南缘长约153公里、宽10至38公里的固沙锁边带 顺利完成锁定，标志着宁夏境内腾格里沙漠锁边全面完成。 治沙工人在位于宁夏中卫市长流水村的腾格里沙漠东南缘 扎草方格。 这条固沙锁边带全线贯通后，将在黄河上游筑起一道重要生态屏障，对遏制腾格里沙漠扩张、保护黄河 安澜、改善区域生态环境、促进当地经济社会可持续发展具有重要意义。 在沙漠区域种植葡萄、红枣、金银花等12万亩，打造苹果基地7.9万亩 ...