Investors in Chord Energy Corporation (CHRD) need to pay close attention to the stock based on moves in the options market lately. That is because the Sep 19, 2025 $65 Call had some of the highest implied volatility of all equity options today.What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could ...

Key Takeaways CRWV revenues surged 420% with a $25.9B backlog, but heavy reliance on top clients poses concentration risk. MSFT's $21.4B capex backs Azure's AI scale. OpenAI partnership and a $315B cloud backlog are positives. CRWV eyes $20B-$23B capex in 2025; MSFT aims for slower growth with longer asset monetization runway.CoreWeave (CRWV) and Microsoft Corporation (MSFT) both offer cloud infrastructure services for AI workloads. CoreWeave provides GPU-accelerated infrastructure for AI. Its cloud platf ...

1、六部门联合印发《关于金融支持提振和扩大消费的指导意见》，提出19项重点举措，旨在完善扩大 消费长效机制，满足消费领域金融服务需求。2、央行公告，6月25日（周三），中国人民银行将以固定 数量、 利率招标、多重价位中标方式开展3000亿元MLF操作，期限为1年期。3、广东印发《广东省促 进经济持续向好服务做强国内大循环工作方案》，加快推动汽车、 家电、家装、电动自行车、手机数 码等以旧换新。4、以防长称停火后伊朗再射导弹，将"猛烈"空袭德黑兰，伊朗否认在停火后对以色列 发射导弹；此前特朗普宣布以伊停火生效。5、 高盛维持对A股和港股的超配建议，预计沪深300目标点 位为4600点，MSCI China目标点位为84点，隐含约10%的上行空间。6、6天5板 浙江东日：目前日常经 营不涉及"脑机接口"业务。2连板 金龙羽：固态电池及其关键材料业务虽然已有订单 但暂未形成长期稳 定收入。5天4板 中京电子：公司不存在违反信息公平披露的情形。 ...

盯盘神器·现货黄金：最强支撑位分布在较远处 盯盘神器使用指南 现货黄金 现货黄金续刷盘中低点，短线一度下刺3300美元关口。从盯盘神器中的1H指标共振点显示，现货黄金现价之下支撑较为稀疏， 最强支撑位要到3273.57-3277.35才出现，而在价格抵达此处之前，预计行情将保持偏空动能。具体见"VIP专区-盯盘神器"。 ...

金十图示：2025年06月24日（周二）美盘市场行情一览 | 现货铂金 XPTUSD | 1278.809 | -12.006 | -0.93% | | --- | --- | --- | --- | | 现货锂金 XPDUSD | 1062.514 | -16.318 | -1.51% | | 黄金(COMEX) GC | 3312.500 | -71.900 | -2.12% | | 白银(COMEX) SI | 35.380 | -0.670 | -1.86% | | | 纽元/美元 NZDUSD | 0.601 | +0.58% | | --- | --- | --- | --- | | H | 英镑/日元 GBPJPY | 197.296 | -0.17% | | | | 虚拟货币 VIRTUAL CURRENCY | | | B | 比特币 1 BTC | 105059.730 -274.200 | -0.26% | | 1 | 菜特币 LTC | 84.110 -0.800 | -0.94% | | | 以太坊 ETH | 2418.850 +7.190 | +0.30% | | | 瑞波币 X ...

2025 年 06 月 24 日 合作上海织识，进军机器人电子皮肤 —东方电热（300217.SZ）公司动态研究报告 买入(首次) 投资要点 | 分析师：张涵 | S1050521110008 | | --- | --- | | zhanghan3@cfsc.com.cn | | | 联系人：罗笛箫 | S1050122110005 | | luodx@cfsc.com.cn | | | 基本数据 | 2 0 2 5-0 6-2 3 | | --- | --- | | 当前股价（元） | 4.94 | | 总市值（亿元） | 73 | | 总股本（百万股） | 1478 | | 流通股本（百万股） | 1227 | | 52 周价格范围（元） | 3.35-6.3 | | 日均成交额（百万元） | 241.58 | 市场表现 资料来源：Wind，华鑫证券研究 -20 0 20 40 60 80 (%) 东方电热 沪深300 相关研究 ▌聚焦三大业务，2025 年整体保持稳健 公司是国内最大的空调辅助电加热器制造商、国内前二的新 能源汽车 PTC 电加热器企业、国内唯一量产动力类预镀镍材 料的供应商。 公司将聚 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責， 對其準確性或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何 部份內容而產生或因倚賴該等內容而引致之任何損失承擔任何責任。 DAISHO MICROLINE HOLDINGS LIMITED 大昌微綫集團有限公司* （於百慕達註冊成立之有限公司） （股份代號：0567） 截至二零二五年三月三十一日止年度之 全年業績公告 大昌微綫集團有限公司（「本公司」，連同其附屬公司統稱「本集團」）董事（「董事」） 會（「董事會」）宣佈本集團截至二零二五年三月三十一日止年度（「本年度」）之初 步綜合業績連同過往相應年度之比較數字如下： 綜合損益表 截至二零二五年三月三十一日止年度 | | | 二零二五年 | 二零二四年 | | --- | --- | --- | --- | | | 附註 | 港幣千元 | 港幣千元 | | 收益 | 3 | 53,097 | 85,584 | | 銷售成本 | | (42,873) | (67,863) | | 毛利 | | 10,224 | 17,721 | | 其他收入 | 5 | 3,540 | 3,4 ...

6月24日，岚图汽车"极智驾享大五座SUV"——岚图FREE+正式开启预售，预售价格22.99万起，更 有包括2000元抵5000元定金膨胀、价值18000元配置升级礼在内的价值21000元预售权益。作为岚图品牌 的开山之作，岚图FREE自诞生起就承载着东风集团高端新能源转型的战略使命。而岚图FREE+的推 出，则是品牌在四年技术积淀后的全面跃升，这款深度融合华为智能生态的中大型新能源大五座SUV， 展现出传统车企转型智能电动赛道的强劲势能，承载着岚图进军细分市场前三甲的雄心。 岚图FREE+，用户共创的具象化 从品牌创立之初，岚图就明确定位为"用户型科技企业"。这一理念绝非一时兴起，而是根植于央国 企担当与长期主义战略。正如岚图CEO卢放表示，岚图是"听劝"文化，并把以用户为中心的发展理念真 正践行和落实，并且在过程中不断精进、改善和提高。所以我们看到，从岚图FREE、梦想家，到如今 预售的岚图FREE+，每一代产品都由用户共创参与。在岚图看来，用户不仅是消费者，更是"产品合伙 人"。 作为本次优化升级的亮点之一，岚图FREE+与华为深度合作，引入华为乾崑智驾ADS4和鸿蒙座舱 5并实现全系标配，这一举措将 ...

Summary of MP Materials Conference Call Company Overview - MP Materials is recognized as America's leader in rare earth magnetics, operating a mine in Mountain Pass, California, where they mine and refine rare earths, and a facility in Texas for producing rare earth magnets [5][6] Industry Context - The discussion highlights the significant interest from commercial companies and governments in the context of China's dominance in the rare earth supply chain, particularly regarding permanent magnets [7] - The recent geopolitical tensions and trade issues have led to a critical focus on securing rare earth supplies for U.S. industries, especially in defense and technology sectors [10][12] Key Points and Arguments - **Supply Chain Crisis**: The call emphasized a transition from a short-term crisis to a more severe long-term crisis due to China's control over the rare earth supply chain, necessitating U.S. companies to obtain licenses from the Chinese government to access rare earth magnets [8][9][10] - **Government Commitment**: There is a strong commitment from the U.S. government to resolve the rare earth supply issues, with expectations to address these challenges before 2028 [12] - **Vertical Integration**: MP Materials' strategy of vertical integration—from mining to refining to magnet production—positions the company uniquely in the market, allowing for cost efficiencies and control over the supply chain [17][24] - **Production Capacity**: The Texas facility has an initial capacity of 1,000 metric tons of magnets, with potential to triple this capacity, indicating significant growth opportunities [22] - **Cost Structure**: The company aims to reduce its cost structure to the mid to low 40s on an NDPR basis, which would make it a low-cost producer globally [21] Potential Risks and Opportunities - **Stockpiling Strategy**: The company has opted to stockpile concentrate due to previous high tariffs, which has provided flexibility in operations [15][16] - **Heavy Separation Project**: MP Materials is developing a heavy separation project at Mountain Pass to enhance its capabilities and potentially source third-party feedstock, which could expand its market reach [33][34] - **Recycling and Sustainability**: The company is focused on recycling materials lost during the magnet manufacturing process, which can account for 20-50% of the material [25][36] Market Dynamics - **Demand for Rare Earths**: The demand for rare earths, particularly NDPR, is expected to grow significantly, driven by advancements in technology such as AI and robotics, which may not require heavy rare earths [41][44] - **Geopolitical Considerations**: The call underscored the importance of addressing supply chain vulnerabilities in the context of national security and competition with Chinese companies [63][65] Conclusion - MP Materials is strategically positioned to capitalize on the growing demand for rare earth magnets while navigating the complexities of geopolitical challenges and supply chain dependencies. The company's focus on vertical integration, government partnerships, and innovative production strategies will be crucial for its future growth and sustainability in the market [48][49]

央视网消息（焦点访谈）：6月25日是全国土地日。耕地是我国最为宝贵的资源。我国人多地少的基本国情，决定了我们必须把关系十几亿人吃饭大事 的耕地保护好，绝不能有闪失。习近平总书记多次作出重要指示批示，强调保障国家粮食安全的根本在耕地，耕地是粮食生产的命根子，要将耕地保护作为 系统工程，坚持数量、质量、生态"三位一体"保护。2025年中央一号文件也明确要求强化耕地保护和质量提升，那应该如何切实做到保数量、提质量呢？ 湖北咸宁市咸安区位于平原与江南丘陵的过渡地带，这里有平原，也有山地丘陵。无论山上还是山下，都分布着林地与耕地。在山上，很多耕地已经撂 荒。在山上，竹林和次生林之间分布着碎片化的耕地。多年来，山上耕地流失速度很快。 湖北咸宁市汀泗桥镇星星村党支部书记、村委会主任余杰："星星村原来耕地面积总共3600多亩，到现在为止，慢慢降低到1200多亩左右，好多地都是 梯田，没办法进行机械化操作，并且不成片，没法进行流转或者大户经营。" 在咸安区的一些地方，由于农村劳动力的流失，加上碎片化耕地投入产出比较低，不划算，所以撂荒很严重。山上是这样，山下地势平缓地区情况也不 乐观。 湖北咸宁市双溪桥镇毛祠村党总支书记、村委 ...