叁三里2.0山谷微风季暑期街区也与面包嘉年华同期亮相，街区以"情绪松土，回归自然"为核心理念，以雨林山谷漫游的方式唤醒 城市松弛情绪，将从6月20日持续到8月31日，打造全时段共享街区。叁三里2.0山谷微风季沿黄河北大街打造了超2000平方米巨型 雨林山谷街区，以六大奇观打卡点做整体串联，包括城市首个现象级丁达尔树影、蜿蜒水系漫步区、霍比特树屋、巨型治愈系红 熊猫、软糯蹦蹦云、德氏制冰厂限时快闪店，为消费者带来五感沉浸的治愈系夏日体验。后续，叁三里2.0山谷微风季暑期街区还 将引入宠物市集、中医药市集等热门活动，持续焕新城市北部商业活力。 本次面包嘉年华集结58家城市人气面包水饮品牌，不仅有好利来、入口刚好、鲍师傅糕点等场内大热品牌，还有LipoLipoo、厚卷 蛋糕、3.14起酥烘焙、欧气蛋糕与面包、瑷恬AT Cake、杜夫朗格蛋糕等超人气烘焙品牌，以及盛京红、冬冬食品、张家清真糕 点、沈飞食品、有"辽宁老字号"之称的辽宁友谊宾馆等经典老字号品牌，还有远道而来、还原本味的新疆塔城面包，一站吃遍全 国人气烘焙产品，为广大消费者提供了足够丰富、多元的选择。面包嘉年华除面包售卖外，还有面包打卡地图、面包博物馆、面 ...

Core Insights - Palantir has become a significant player in the software industry, driven by demand for its artificial intelligence platforms [1] - The stock has increased by 82% in 2025, making it the top performer in the S&P 500 index [2] - Analysts have differing views on Palantir's future, with some predicting it could reach a trillion-dollar valuation by the end of the decade [3] Valuation Concerns - Current valuation multiples for Palantir are significantly higher than those seen during the dot-com bubble [4] - A large-scale valuation normalization is anticipated for Palantir [4] Product Development - Palantir's breakthrough product, the Artificial Intelligence Platform (AIP), was launched in April 2023 and targets both private and public sectors [6] - AIP helps businesses create detailed visualizations of their operations, aiding executive decision-making [7] Customer Growth - Palantir's customer base is expanding rapidly, particularly in the commercial sector, reducing its reliance on public sector contracts [9] Competitive Landscape - CoreWeave, a cloud-based infrastructure provider, is positioned to outperform Palantir in the AI space [10] - CoreWeave offers access to Nvidia GPU architectures, with a projected $6.7 trillion expected to be spent on AI infrastructure by 2030 [11] Future Trends - The focus of AI investment is shifting towards infrastructure, with major cloud providers expected to increase spending [13] - CoreWeave is already collaborating with leading companies in the sector, indicating strong future growth potential [13] Financial Projections - CoreWeave is projected to generate more revenue than Palantir this year, despite Palantir's market capitalization being $326 billion, nearly four times that of CoreWeave [17] - Analysts expect CoreWeave's revenue to triple and achieve profitability within two years, while Palantir's growth is expected to be slower [17][18] Market Sentiment - There is a belief that Palantir's current market sentiment may not align with its actual growth, potentially leading to a sell-off by investors seeking better opportunities [19] - CoreWeave's stock is currently viewed as overbought, with a nearly 300% increase since its IPO, suggesting a cautious approach to investment [21]

近日，中国连锁经营协会（CCFA）发布"2024年中国连锁Top100"榜单，湖南鸣鸣很忙商业连锁股份有 限公司新进入Top100前10名。且数据显示，销售额和门店数实现双位数增长的有盒马、鸣鸣很忙、柒 一拾壹等10家企业。作为中国领先的国民零食及饮料零售企业，鸣鸣很忙深植于下沉市场，2024年度成 绩凸显出其在中国县域消费市场的强劲增长动能。 | 序号 企业名称 | | 2024销售赚婆总计 | 销售周比 | 2024门店数 | 门店数周比 | 备注 | | --- | --- | --- | --- | --- | --- | --- | | | | (含肥方元) | (97) | (1) | (%) | | | | 沃尔玛(中国) 股落有限公司 | 15884490 | 19.8 | 334 | (8.5) | ★ 1 | | 2 | 四公司 2019年 11月 11:54 | 2208400 | 3.8 | 580 | (25) | * | | | 可以用的第二次分直放公司 | 8083000 | (14 1) | 11188 | (7.01 | ★ | | | 出鑫零信有限公司(大润发) | 764 ...

广东省肇庆市怀集县日前遭受洪涝灾害，记者6月21日采访了解到，当地经全力抢修电力、供水、道路、通讯等基础设施，群众的生产生活秩序 正逐步恢复。 截至6月21日，怀集县用电受影响的11.8万户用户，除极个别用户因特殊情况，线路仍在加紧抢修外，基本实现全面复电。南方电网广东电网公 司肇庆供电局副总经理李阳坡介绍，多个小区地下配电室被水淹泡、泥沙淤积，抢修难度大。公司共投入超4000人的抢修队伍，67台发电车、9 台排涝车、4台排涝机器人等专业装备开展抢修工作。 据了解，洪水造成全县30处道路交通中断，目前已全面抢通，受损中断基站全部复通，全县小区恢复管道燃气供应。供水方面，县自来水厂已 恢复正常生产，4个受灾严重、尚未恢复供水的村落，已安排临时用水供应。广东省应急管理厅会同广东省粮食和物资储备局紧急调拨价值约 237万元物资援助灾区，并组织直升机运送到受灾重点镇村。 6月20日晚，怀集县城航拍图。（新华社发 吴勇强摄） 记者20日在怀集县城区街头看到，志愿者、环卫工人、消防人员在道路上开展清淤清障工作，主干道淤泥较少，消杀工作正在进行中。 在城区，社会车辆恢复出行，交通流量不断增大，同时多台道路清障车、铲车、渣土 ...

6月18日，记者跟随"活力中国调研行"主题采访活动先后来到星河动力、蓝箭航天等公司，发现两家公 司只有一街之隔，在不远处，"火箭大街"正在如火如荼建设。 作为我国航天事业的发源地，如今，北京市拥有商业航天领域高新技术企业超300家，核心研发单位占 全国50%以上，目前经开区、丰台区、大兴区聚集了全国70%以上的商业火箭整箭企业，海淀区形成了 全国卫星制造产业链最全的聚集区，北京市已经初步形成了"南箭北星"的格局。 下一步将深化市区协同，做强"南箭北星"，聚焦可重复使用火箭和低成本、批量化卫星两条主线，积极 谋划高品质园区建设，深化产业空间布局。 "北卫星" 往北看，在海淀有着多家卫星制造企业，形成了全国卫星制造产业链最全的聚集区，整星研制能力全国 领先。 今年5月21日，海淀企业北京微纳星空科技股份有限公司研制的泰景三号04星、泰景四号02A星在酒泉 卫星发射中心成功发射，在商业航天领域率先实现"星上AI+高分辨率"的工程化应用。 根据《海淀区建设商业航天创新高地行动计划（2024—2028年）》（以下简称《行动计划》），海淀区 将面向商业航天产业，加快关键核心技术攻关，加快实现空天信息科技领域全面领跑，打造 ...

现在俄罗斯面对的局势并不轻松，尤其在油气出口这块，西方的制裁步步紧逼，让俄罗斯不得不另辟蹊径。而这时候中国再一次伸出援手，不光继续加大 天然气进口力度，还送出三份重量级"大礼"。这事背后不仅是经济互补，更是中俄之间战略协作的新体现。 自从俄乌冲突打响后，欧美国家在能源制裁这条路上是一路狂奔。美国率先带头不买俄罗斯的原油和天然气，加拿大紧跟其后，连欧盟国家也在讨论如何 彻底摆脱俄能源依赖。油轮进港被禁、管道输送受限，再加上金融体系的制裁，俄罗斯一度陷入"有油卖不出去"的窘境。 原来俄罗斯每年对欧盟出口天然气占了总出口量的四成，原油也接近三成。这些订单说没就没，对俄罗斯来说就是断了"外汇命脉"。面对压力，俄方干脆 宣布，谁还想用我的天然气，那就用卢布结算吧。这让欧洲价格飙升，一度暴涨六成以上。 这种时候俄罗斯的天然气再想靠欧洲市场回血，难度不小。那还有哪些大客户？这时候回头一看，中国是最靠谱的合作伙伴。 其实俄罗斯这波被围堵，中国并不是临时救急，而是早早就下好了棋。早在2022年2月4日，也就是俄乌冲突爆发前夕，中俄双方就已经签订了一份远东天 然气供销协议。 根据俄罗斯天然气公司的官方数据，这份协议新增每年100 ...

Group 1: Investment Strategy of Warren Buffett - Warren Buffett has maintained a cautious investment approach, building up a record cash level of $347 billion while being a net seller of stocks for 10 consecutive quarters [1][6] - Buffett's investment philosophy focuses on undervalued companies in various industries rather than technology stocks, which has historically yielded a compounded annual gain of nearly 20% for Berkshire Hathaway over five decades [2] - The S&P 500 Shiller CAPE ratio has reached levels indicating that stocks are expensive, which aligns with Buffett's value-focused strategy and has led him to avoid significant stock purchases [3][6] Group 2: Recent Moves and Stock Analysis - Despite a lack of compelling opportunities, Buffett has made notable investments, including a significant increase in his position in Pool Corp. by 145% to 1,464,000 shares, indicating a belief in future gains [8] - Pool Corp. has experienced a recent dip in revenue due to lower discretionary spending and adverse weather conditions, with net sales slipping 4% and earnings per diluted share falling 29% [11] - Buffett appreciates Pool Corp.'s strong competitive advantage, or "moat," which includes a solid distribution network and established relationships with commercial clients, suggesting optimism for future growth as the economic environment improves [13][15]

Group 1: Nuclear Energy Industry Overview - President Trump issued four executive orders aimed at revitalizing the U.S. nuclear energy industry, addressing licensing processes and nuclear fuel recycling [1] - There is a growing enthusiasm for nuclear energy in Washington, leading investors to seek stocks that could benefit from this resurgence [2] Group 2: NuScale Power - NuScale Power is developing small modular reactors (SMRs) that require smaller footprints and have improved safety profiles compared to traditional nuclear plants [4][5] - The company has $491 million in cash and no debt, positioning it as a strong financial player in the market [6] - NuScale is the only near-term deployable SMR company with design approval from the U.S. Nuclear Regulatory Commission, giving it a competitive edge [6] Group 3: Constellation Energy - Constellation Energy's nuclear assets account for about 21 gigawatts (GWs) of its generating capacity, sufficient to power 16 million homes [8] - The company has secured long-term power purchase agreements (PPAs) with major tech firms like Microsoft and Meta Platforms, indicating strong demand for nuclear energy [9][10] - These agreements highlight the potential for further partnerships with AI companies that require substantial energy for their operations [11] Group 4: Cameco - Cameco is the largest uranium producer on American stock exchanges and operates throughout the nuclear fuel value chain [12] - The company reported uranium production of 23.4 million pounds in 2024 and has 457 million pounds of proven and probable reserves [14] - Cameco stands to benefit from regulatory changes that may expedite uranium production, as indicated by one of Trump's executive orders [13]

果利河旁的印刷厂小区是龙山县最早受灾的小区，也是县城第一个恢复供电的小区。20日9时48 分，小区刚刚恢复供电，家住1栋1单元101的王开玲就匆匆赶回家准备清扫房屋，在社区干部的帮助 下，经过一天的打扫，房屋内的淤泥已经初步清理干净。 "就20分钟，水就涨到齐腰了，多亏了社区干部和消防救援队，我和孩子才能平安逃出来，真的非 常感谢他们！"提起19日的惊魂一夜，王开玲还有些后怕。 新华社长沙6月21日电题：大家齐心协力，就没有过不去的坎——湖南龙山灾后重建一线见闻 新华社记者张玉洁、丁春雨、谭畅 21日，在湖南省湘西土家族苗族自治州龙山县城的龙领国际小区，43岁的县消防救援大队值班干部 陈金波不停奔波在小区地下车库的各个出入口，组织清排车库余水、排查消除危险气体。 从19日凌晨两点至今，他连续奋战在抗洪一线。"几乎没有合眼。洪水来时我们先救人，现在水退 了群众安全了，我们需要确保一些重点区域的出入安全，为下一步人员进入地下车库排查、清淤、处置 水淹车辆和设备做准备。"他说。 6月18日晚开始，龙山县普降大暴雨，县城果利河水位陡涨，出现有相关记录以来的最大洪水，龙 山境内多处道路塌方、县城内涝严重、多个小区被淹。 ...

"举办乡村特色优势产业发展大会，搭建交流研讨、展示展销平台，有助于促进乡村特色产业发展，助力农民群众 持续增收。"麦尔丹·木盖提表示，支持乡村特色产业发展需要各方面协同努力，帮助脱贫地区加快补上技术、设 施、营销等产业短板，坚持市场导向，推进全产业链开发，提升产品质量效益，更好带动农民增收致富。 中国乡村发展志愿服务促进会会长刘永富说，在农业农村部等部委指导下，促进会启动实施乡村振兴特色优势产 业培育工程，支持培育油茶、核桃、油橄榄等9个产业发展。工程实施三年来，已初步建立了企业库、专家库和产 品库，基本摸清了产业底数，通过持续开展产业发展促进活动，推动产业发展取得阶段性成果。 刘永富表示，下一步继续推动产业提质增效的同时，将建立完善联农带农机制和产业服务体系，实现一二三产融 合发展，并全面开展消费帮扶产品认定，丰富人民群众的米袋子、菜篮子、果盘子、油瓶子。 此次大会期间，由中国乡村发展志愿服务促进会组织专家编写的年度系列丛书《乡村振兴特色优势产业培育工程 丛书（2024）》正式发布，并举办金融帮扶、科技帮扶、消费帮扶等综合论坛和油茶、核桃、油橄榄、杂交构 树、葡萄酒、南疆红枣、青藏高原青稞牦牛等7个产业发展 ...