Group 1 - The core viewpoint of the articles highlights a significant trend of analysts transitioning from the securities industry to other fields, particularly the education and training sector, indicating a shift in career paths among financial professionals [1][2][4] - The number of employees in the securities industry peaked in 2022-2023 and has since entered a phase of continuous reduction, with the latest data showing a decrease of over 7,000 employees by mid-2025 [1][8] - Analysts are increasingly choosing diverse career paths after leaving their positions, moving beyond traditional roles in public funds or private equity to various sectors, including education, insurance, and entrepreneurship [4][6] Group 2 - The latest statistics indicate that as of June 30, 2025, the total number of employees in the securities industry stands at 329,100, down from 336,400 at the end of 2024 [8] - The most significant reductions in personnel have occurred among general employees and securities brokers, with general employees decreasing by over 5,400 and securities brokers by over 2,500 [8] - The trend of former securities employees seeking positions in public service has gained attention, with numerous individuals from the industry applying for government roles, reflecting a broader shift in career aspirations [8]

Group 1 - The global supply chain is undergoing significant changes due to various factors, including trade wars initiated by the US, leading to a shift from globalization to diversification and regionalization [1][3][4] - Since the 1990s, the global supply chain has transitioned into an integrated era, with global trade as a percentage of GDP increasing from 30% to approximately 52% by 2008, while the share of intermediate goods trade rose from 9% to around 29% [2] - Recent events such as trade friction, the pandemic, and the Russia-Ukraine conflict have accelerated the transition towards a diversified and regionalized supply chain, with countries increasingly focusing on localizing production in critical industries [3][4] Group 2 - China's manufacturing capabilities have improved, with a decrease in the share of processing trade from 64.1% to 18.2% by 2024, while general trade with higher added value has increased [5] - The export share of low-value products from China has declined, with textiles dropping from 15% to 10%, while high-value products like aircraft and chemical products have seen an increase in export share [5][6] - The "new three items" (solar cells, lithium-ion batteries, and new energy vehicles) have become significant growth points for China's exports, with China producing 80% of global solar panels and 76% of lithium-ion batteries by 2024 [6] Group 3 - China's industrial development is focusing on addressing weaknesses in key areas such as semiconductor manufacturing equipment and high-end chips, which currently have low self-sufficiency rates [7][8] - The global supply chain's new trends may lead to four major impacts on the capital market, including a shift of capital towards emerging markets, increased capital expenditure in manufacturing, and a heightened importance of digitalization and AI in supply chain efficiency [8]

美国总统特朗普：我正在与来自全国各地的领袖们进行一次重要的电话会议，但AT&T完全无法让他们 的设备正常工作。这已经是第二次了。如果AT&T的老板（不管他是谁）能参与进来就好了。有成千上 万的人在线！ ...

美联储古尔斯比：预计不会出现1970年代式的滞胀情况 金十数据7月1日讯，美联储古尔斯比表示，在失业率接近4%、通胀率约为2.5%且不断下降的情况下， 他认为关税或其他供应冲击不可能在短期内造成真正的20世纪70年代式的滞胀，当时的失业率是现在的 两倍，通胀率超过13%。古尔斯比说："但绝对有可能出现两种情况同时恶化的情况。你通常会说，双 方的差异会持续多久？你认为这是暂时的还是永久的？双方的差距有多大......这就是我思考问题的方 式。"他没有对这些变量做出预测。 ...

RADNOR, Pa., June 30, 2025 /PRNewswire/ -- The law firm of Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) informs investors that securities class action lawsuits have been filed in the United States District Court for the Northern District of California against Hims & Hers Health, Inc. ("Hims & Hers") (NYSE: HIMS) on behalf of those who purchased or otherwise acquired Hims & Hers securities between April 29, 2025, and June 23, 2025, inclusive (the "Class Period"). The lead plaintiff deadline is August 25 ...

爆款思维结合新零售模式，汽车有望增厚公司业绩我们认为，小米汽车成功根本在于其坚定实施高端化 +全球化战略，基于打造爆品的思维，通过新零售模式实现更好的销售和客户服务，我们看好小米打造 爆款车型的持续性。公司二期工厂预计2025 年7 月投产，我们判断火爆的订单使得公司将继续保持高产 能利用率生产，结合小米汽车在供应链的优势，汽车收入有望快速增长、同时保持高毛利率状态快速跨 过盈亏平衡线，预计2026 年汽车业务有望明显增厚公司业绩。 机构：国联民生证券 研究员：高登 事件 6 月26 日晚，小米集团举办人车家全生态发布会，正式发布小米YU7、小米 MIXFlip 2 与小米 AI 眼 镜。 小米YU7 订单超预期，有望重塑中大型纯电格局小米YU7 正式上市，定位豪华高性能 SUV，其标准 版/Pro 版/Max 版本定价分别为25.35/27.99/32.99 万元，起售价相对特斯拉Model Y（26.35 万）低1 万， 价格更具优势。YU7 上市后3 分钟大定突破20 万台，1 小时突破28.9 万台，上市后18小时锁单量已经突 破24 万台，订单表现大超预期，YU7 上市丰富公司车型矩阵，同时成为SU ...

机构：长城证券 研究员：侯宾/姚久花 盈利预测与投资评级。我们预计公司2025-2027 年归母净利润为395.47/497.93/596.65 亿元，当前股价对 应PE 分别为39/31/26 倍。我们认为，公司手机、平板等业务基本盘业务稳固，出货量和市占率持续提 升；同时积极布局智能电动汽车等创新业务，在新能源汽车、智能驾驶的大趋势下，有望开辟公司第二 增长曲线。随着公司"人车家全生态"集团战略的稳步推进，看好公司未来业绩发展，维持"买入"评级。 风险提示：宏观经济波动风险；新产品技术开发不及预期风险；市场竞争加剧风险；原材料价格波动风 险。 事件。6 月26 日小米举办"人车家全生态"发布会，正式推出小米YU7、小米MIX Flip2 和小米AI 眼镜等 众多新产品，并在26 日晚十点正式开启小米汽车YU7 下定通道。 不断开拓AI领域智能产品，推出首款AI 眼镜。小米在家庭场景、智能汽车、智能手机等领域不断拓展 出新，在个人至家庭等智能设备方面不断深耕。此次发布会公司推出首款AI 眼镜，拥有多模态智能交 互能力，根据语音指令完成拍照、录像、问答和翻译等任务，并计划和支付宝达成线上扫码安全支付的 合作， ...

An electric air taxi by Joby Aviation flies near the Downtown Manhattan Heliport in Manhattan, New York City, U.S., November 12, 2023.Joby Aviation stock soared about 14% as the flying air taxi maker got closer to launching a service in the United Arab Emirates.The electric vertical takeoff and landing, or eVTOL, company said Monday that it delivered its first aircraft to the UAE and has completed piloted flight tests as it readies for a 2026 launch in the region."Our flights and operational footprint in Du ...

Moretus Research delivers state-of-the-art, buy-side quality equity research for serious investors seeking clarity, conviction, and alpha. Focused on U.S. public markets, Moretus applies a structured, repeatable framework to identify companies with durable business models, mispriced cash flow potential, and intelligent capital allocation. Built on institutional standards, Moretus Research combines rigorous fundamental analysis with a high-signal, judgment-driven process—eschewing noise, narrative, and overl ...

Core Insights - Select Medical Holdings Corporation (SEM) has entered into a membership interest purchase agreement with Ballad Health to jointly operate a critical illness recovery hospital in Kingsport, TN [1][2][8] - The new facility will be a 46-bed hospital, relocating from Bristol Regional Medical Center to Indian Path Community Hospital after regulatory approvals [2][4] - This partnership aims to enhance care delivery and broaden access to specialized recovery services in the Tri-Cities region, addressing the growing demand for such services [3][4] Company Expansion - The initiative represents a significant investment by SEM to improve accessibility to long-term acute care services in Tennessee, with the company already operating six other critical illness recovery hospitals in the state [4][5] - As of March 31, 2025, SEM operates a total of 104 critical illness recovery hospitals across 29 states, along with 35 rehabilitation hospitals and 1,911 outpatient rehabilitation clinics [5][8] - The expansion initiatives are expected to allow SEM to cater more effectively to an increasing patient base and enhance revenue generation [5][6] Market Performance - SEM's shares have increased by 0.9% over the past month, compared to the industry's growth of 1.8% [7] - The company currently holds a Zacks Rank of 3 (Hold), indicating a stable outlook in the market [7]