美国波士顿联储主席Collins：若FOMC在7月决定降息，恐怕显得太早。 基本假设是，在2025年稍晚降息。 美联储有时间来仔细评估即将掌握的信息。（彭博） ...

Core Insights - The Coca-Cola Company is implementing a premiumization strategy to enhance growth in global markets, focusing on brand innovation and a diverse pricing spectrum [1][3] - Despite macroeconomic challenges, Coca-Cola achieved strong organic revenue growth and expanded margins, demonstrating resilience in adapting to market dynamics [1][3] Product Innovation and Marketing - Coca-Cola's premiumization strategy is highlighted by successful higher-end products like Fairlife and Coca-Cola Zero Sugar, with Fairlife being the top dollar-contributing brand in U.S. retail [2][8] - The return of the "Share a Coke" campaign and digital customization efforts aim to elevate brand engagement and perceived value, supporting the premiumization strategy [2][8] Competitive Landscape - Competitors like PepsiCo and Keurig Dr Pepper are also focusing on premiumization to capture a larger share of the high-margin beverage market [4][5][6] - PepsiCo is transforming its portfolio with premium offerings and strategic acquisitions, while Keurig is expanding its premium coffee segment [5][6] Financial Performance - Coca-Cola's shares have increased by approximately 11.8% year to date, outperforming the industry's growth of 5.8% [7] - The company trades at a forward price-to-earnings ratio of 22.58X, significantly higher than the industry average of 17.59X [9] - The Zacks Consensus Estimate for Coca-Cola's EPS indicates year-over-year growth of 3.1% for 2025 and 8.2% for 2026, with recent estimates showing slight upward movement [10]

在为期3天的世界经济论坛第十六届新领军者年会(以下简称"2025夏季达沃斯论坛")期间，"中国"再次成 为与会中外嘉宾的高频词汇，不论是科技创新还是增长模式，中国高质量发展的成效受到嘉宾们热议。 在世界局势巨变下，中国发展变革之路备受与会嘉宾瞩目。 变局之下中国经济稳步前行 全球经济贸易格局正在经历深刻变革调整，巨变之下，中国经济依然维持企稳增长态势。中国的经济增 长动能从何而来？在不少海外嘉宾看来，这源于中国向创新驱动和消费拉动转型。 在中国，创新引领作用正在不断增强，数字经济、新能源产业等发展新动能持续壮大，为中国注入发展 驱动力。今年5月，规模以上高技术制造业增加值同比增长8.6%，数字产品制造业增加值增长9.1%，均 明显快于规模以上工业增速。 世索科首席执行官兼执行委员会主席凯依岚(Ilham Kadri)表示，作为全球化工产业的重要枢纽，中国展 现出强劲的发展动能，宁德时代（300750）、比亚迪（002594）、中国商飞等企业迅速崛起，展现出强 大的创新能力。中国政府亦在积极推动产能扩大与技术升级，其在创新领域的实力不容小觑。 今年5月，社会消费品零售总额同比增长6.4%，超出市场机构普遍预期。 ...

以军称胡塞武装向以色列发射导弹 智通财经6月27日电，据央视新闻，当地时间26日晚间，以军表示，不久前监测到也门胡塞武装向以色 列发射了一枚弹道导弹，但落在以色列境外。由于该导弹未构成威胁，以色列没有对民众发出警报。截 至目前，胡塞武装方面暂未回应。 ...

产能利用率达 70%-90%，公司外销业务占比长期超过 60%。在国内业 务方面，公司持续深化与四大运营商的战略合作，同时积极拓展超级 SIM 卡创新应用场景，以提升产品附加值。 智能卡作为信息化基础设施的关键组成部分，已深度融入金融支付、 移动通信、公共交通、安全认证等多个领域，目前全球智能卡市场需 求稳定，公司将继续维持智能卡业务的现有产能规模，未来将重点推 进产能效率优化与产业链整合升级。 Q3：半导体封装材料业务的客户拓展情况如何？与液冷客户群体是否 有重叠情况？ A：公司半导体封装材料业务的核心客户为国内知名的功率半导体封 装企业，并正稳步向海外大型封装集团拓展。目前，公司已实现引线 框架和散热铜针底座的自主设计与量产落地，产品可满足 MOSFET、 IGBT、SiC 及 IGBT 功率模块的封装应用需求。未来将重点推进高导 热铜针式散热底板等产品的产业化落地，加速实现 SiC 和 IGBT 模块 封装材料系统化解解决方案的应用部署，持续拓展行业头部功率模块 客户及其工装配套供应体链体系，积极响应行业高性能、高可靠性发 展的趋势，加快向高端模块封装材料领域转型升级。 半导体封装材料主要客户群体主要为 ...

Core Insights - Ocular Therapeutix has launched a new corporate branding and website, marking a significant transformation towards becoming a retina-focused company [1][8] - The new branding reflects the company's innovative vision and commitment to redefining the retina experience, particularly in the treatment of retinal diseases [3][6] Company Overview - Ocular Therapeutix, Inc. is a biopharmaceutical company dedicated to redefining the retina experience, with a focus on innovative treatments for retinal diseases [9] - The investigational therapy AXPAXLI™ (OTX-TKI) is an axitinib hydrogel designed for intravitreal injection, aimed at improving treatment durability and long-term outcomes for patients with wet age-related macular degeneration (wet AMD) [7][9] Market Context - Wet AMD affects approximately 1.8 million people in the U.S., and current treatment options often require up to 12 injections per year, leading to patient burden and potential treatment discontinuation [6] - The company aims to disrupt existing treatment paradigms for retinal diseases, addressing the high burden associated with current pulsatile treatments [6][3] Product Pipeline - Ocular's pipeline includes AXPAXLI™, currently in Phase 3 clinical trials for wet AMD, and DEXTENZA, an FDA-approved corticosteroid for ocular inflammation and pain [10] - The investigational product OTX-TIC is in Phase 2 clinical trials for open-angle glaucoma or ocular hypertension, leveraging the company's proprietary ELUTYX™ technology [10]

Core Viewpoint - Rosen Law Firm has announced the filing of a class action lawsuit on behalf of purchasers of common stock of Hims & Hers Health, Inc. during the specified Class Period, indicating potential legal issues surrounding the company's disclosures and partnerships [1][5]. Group 1: Lawsuit Details - The class action lawsuit pertains to common stock purchases of Hims & Hers Health, Inc. between April 29, 2025, and June 23, 2025 [1]. - The lawsuit claims that Hims made false and misleading statements regarding its partnership with Novo Nordisk A/S, particularly about the availability of the weight-loss drug Wegovy for Hims subscribers [5]. - Specific allegations include that Hims failed to disclose the nature of its collaboration with Novo, which was supposed to ensure continued access to Wegovy, and that positive statements were made about the partnership that misled investors [5]. Group 2: Participation Information - Investors who purchased Hims common stock during the Class Period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - Interested parties can join the class action by visiting the provided link or contacting the law firm directly for more information [3][6]. - A lead plaintiff must be appointed by August 25, 2025, to represent the class in the litigation [1][3]. Group 3: Rosen Law Firm's Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved significant settlements, including the largest securities class action settlement against a Chinese company at the time [4]. - The firm has been consistently ranked among the top firms for securities class action settlements, recovering hundreds of millions of dollars for investors [4]. - In 2019, the firm secured over $438 million for investors, showcasing its effectiveness in representing investor rights [4].

Group 1 - The focus is on long-term growth and dividend growth investing, emphasizing the importance of profitability over low valuation [1] - The analysis prioritizes margins, free cash flow stability and growth, and returns on invested capital as key metrics for evaluating companies [1] - The approach involves thorough research of stocks within specific areas of competence, particularly high-quality companies [1]

6月26日，金融监管总局、人民银行联合发布了《银行业保险业普惠金融高质量发展实施方案》(以下简 称《方案》)。《方案》明确未来5年要基本建成高质量综合普惠金融体系，同时从普惠金融服务、普惠 信贷、普惠保险三个方面提出具体政策举措。 金融监管总局有关司局负责人表示，优化普惠金融服务体系、巩固提升普惠信贷体系和能力、加强普惠 保险体系建设是《方案》提出的3项重点工作任务。其中，在普惠信贷方面，《方案》明确，要完善普 惠信贷管理体系、提升小微企业信贷服务质效、加强"三农"领域信贷供给、加大脱贫地区和特定群体信 贷帮扶力度、强化民营企业信贷支持。 值得注意的是，本次《方案》在普惠金融相关政策中新增了强化民营企业支持力度的相关安排。前述负 责人表示，这是《方案》守正创新的具体体现，即在对过往实践中行之有效的经验做法进行提炼、强调 的同时，适应国家经济社会形势变化针对性提出新要求。 具体来看，《方案》明确，要持续加大信贷资源投入。加强涉企信用信息归集，提供专业化征信服务， 推广"信易贷"模式。重点满足有市场、有效益、信用好、成长性高的民营企业的有效融资需求。切实平 等保护民营企业金融公平交易权、金融服务知情权、自主选择权 ...

为深入实施国家"江河战略"，《中共中央办公厅国务院办公厅关于全面推进江河保护治理的意见》近日 发布，目标到2035年，现代化流域防洪减灾体系基本完善，防洪安全保障能力显著提高；水资源节约集 约利用水平进一步提高，城乡供水安全保障水平明显提升。在深化改革方面，《意见》将推进水利行业 自然垄断环节独立运营和竞争性环节市场化改革。 为完善流域防洪工程体系，《意见》提出将健全由水库、河道及堤防、蓄滞洪区等组成的流域防洪工程 体系。推进防洪水库建设，提升已建水库防洪能力。加快推进蓄滞洪区建设，完善功能布局，加强空间 管控和产业引导，依法加强蓄滞洪区管理，引导区内人口有序外迁。 为强化洪涝灾害风险防控，《意见》要求城镇发展、产业布局、基础设施建设要留出行洪排涝通道和蓄 滞洪空间。强化交通、通信、供水、能源等重点领域防洪抗灾能力建设。以洪水高风险区为重点逐步推 行洪水保险制度。 为增强供水安全保障能力，《意见》提出将加快推进已列入国家规划的骨干水源工程建设。完善城市供 水网络，加快应急备用水源建设。分类推进城乡供水一体化、集中供水规模化、小型供水规范化建设。 加强抗旱应急水源和小型引调水工程建设。实施大中型灌区续建配套和改 ...