美元指数2025年上半年累计下跌10.8%，创1973年以来最差同期表现——当时累计下跌14.8%。与现任 美国总统特朗普贸易和关税政策主张相关的不确定性、以及他一而再再而三地要求美联储降息，都给美 元造成沉重的下行压力。 ...

My previous investment thoughts on Acuity Brands Inc. (NYSE: AYI ) were a buy rating because of the strong demand outlook across both its operating segments. I reiterate a buy rating for AYI as the growth engines remain strongI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to long- ...

Core Insights - Tesla recently demonstrated its self-driving technology by allowing a Model Y SUV to autonomously drive approximately 15 miles to deliver the car to its new owner, marking what CEO Elon Musk referred to as the first "autonomous delivery" of a customer vehicle [1][3] Company Developments - The Model Y was initially equipped with the same software used in Tesla's robotaxi service in Austin but was downgraded to the commercially available Full Self-Driving (Supervised) software upon delivery, which requires driver attention [2] - Following the delivery stunt, Tesla's stock price experienced a surge, although it later declined after a challenging trading day [3] Industry Context - The delivery route taken by the Model Y included complex driving scenarios, such as merging onto highways and navigating roundabouts, which were previously considered challenging for autonomous vehicles [4][5] - Other companies, such as Waymo and Zoox, are also advancing in the autonomous vehicle space, with Waymo operating in major cities and Zoox providing driverless rides in Las Vegas [5] Technology and Reliability Questions - The demonstration raises questions about the preparations made by Tesla prior to the delivery and whether the software can consistently perform the route safely without intervention [6][11] - Historical context is provided by referencing a 2016 video where Tesla's self-driving capabilities were portrayed in a misleading manner, raising skepticism about the current demonstration's authenticity [8][9][10] Future Implications - The delivery drive is set against Musk's previous ambitious claims regarding Tesla's self-driving technology, including the promise of a car traveling from Los Angeles to New York City without any interventions [12] - Criticism of the delivery included concerns about the car stopping in a fire lane, highlighting ongoing scrutiny of Tesla's Full Self-Driving software [13]

I am attracted to companies like Yum! Brands (NYSE: YUM ) that operate under an asset-light business model. It's a long-term investor's dream, as it can lead to staggering growth rates, lower risks, and predictable cash flows.Philipp is a seasoned value investor with nearly 20 years of experience in the field. He takes a global approach to investment opportunities, seeking out undervalued companies that offer a significant margin of safety, leading to attractive dividend yields and returns. While he does no ...

PHILADELPHIA, PA, June 30, 2025 (GLOBE NEWSWIRE) -- Cohen Circle Acquisition Corp. II (NASDAQ:CCIIU) (the “Company”) today announced the pricing of its initial public offering of 22,000,000 units at a price of $10.00 per unit. The Company’s units will be listed on the Nasdaq Global Market under the symbol “CCIIU” and will begin trading on July 1, 2025. Each unit issued in the offering consists of one Class A ordinary share of the Company and one-fourth of one redeemable warrant, each whole warrant exercisab ...

证券代码：688272 证券简称：富吉瑞 公告编号：2025-030 北京富吉瑞光电科技股份有限公司 特定股东减持股份结果公告 公司于2025年3月25日披露《特定股东减持股份计划公告》，苏州空空拟通过竞价交易、大宗交易方式 减持股份数量合计不超过1,215,618股，即不超过公司总股本的1.60%；苏州兆戎拟通过竞价交易、大宗 交易方式减持股份数量合计不超过1,463,490股，即不超过公司总股本的1.93%；上海兆韧拟通过竞价交 易、大宗交易方式减持股份数量合计不超过289,200股，即不超过公司总股本的0.38%，自减持计划公告 披露之日起3个交易日后的3个月内进行。 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏， 并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： ● 股东持股的基本情况 本减持计划实施前，北京富吉瑞光电科技股份有限公司（以下简称"富吉瑞"或"公司"）股东苏州空空创 业投资合伙企业（有限合伙）（以下简称"苏州空空"）持有公司股份1,215,618股，占公司总股本的 1.60%；苏州兆戎空天创业投资合伙企业（有限合伙）（以下简 ...

Group 1 - The S&P 500 futures rose by 0.36% at the end of trading on Monday, June 30 [1] - The Dow Jones futures increased by 0.51% [1] - The Nasdaq 100 futures gained 0.53% [1] Group 2 - The Russell 2000 futures saw a slight increase of 0.03% [2]

Core Insights - The article emphasizes the focus on growth and momentum stocks that are reasonably priced and expected to outperform the market in the long term [1] - It highlights a significant investment opportunity, noting that the S&P 500 increased by 367% and the Nasdaq by 685% from 2009 to 2019, following a recommendation to buy at the financial crisis's bottom in March 2009 [1] Investment Strategy - The investment strategy involves long-term investment in quality stocks, with the use of options to enhance returns [1] - The goal is to assist investors in making money through investments in high-quality growth stocks [1]

Core Points - Finning International Inc. has completed the sale of 100% of its mobile on-site refueling business, 4Refuel, to affiliates of H.I.G. Capital [1] - The company also finalized the sale of Compression Technology Corporation (ComTech) to a third party on May 15, 2025 [2] - These transactions are part of Finning's strategy to simplify its business and focus on core dealership operations, aiming to unlock invested capital and enhance pro-forma return on invested capital [3] Company Overview - Finning is recognized as the world's largest Caterpillar dealer, providing equipment, parts, services, and performance solutions across various regions including Western Canada, Chile, Argentina, Bolivia, the UK, and Ireland [4]

Group 1 - The core viewpoint indicates that gold and silver prices have shown positive performance in June and the second quarter, with gold rising approximately 0.28% in June and about 7.29% in Q2 [1] - COMEX gold futures increased by 0.93%, reaching $3318.30 per ounce, with a June increase of 0.10% and a Q2 increase of approximately 5.67% [1] - The Philadelphia Gold and Silver Index rose by 2.40% to 205.64 points, with a June increase of 6.98% and a Q2 increase of 17.00% [2] Group 2 - Spot silver prices increased by 0.29%, reaching $36.0933 per ounce, with a June increase of 9.47% and a Q2 increase of approximately 5.49% [3]