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TSMC: Cheap Enough To Continue Expanding My Position
Seeking Alpha· 2025-06-26 13:56
The AI revolution goes on. This is no doubt beneficial for the world's largest semiconductor foundry, which is the Taiwan Semiconductor Manufacturing Company (NYSE: TSM ). I have been holding shares of this company for severalWith a decade at a Big 4 audit firm specializing in the banking, mining, and energy sectors, I bring a strong foundation in finance and strategy. Currently, I serve as the Head of Finance for a leading owner and operator of retail real estate, where I oversee complex financial operatio ...
1999元的小米AI眼镜:雷军不炫技,只做能戴出门的“实用派”
Sou Hu Cai Jing· 2025-06-26 13:56
6月26日晚,小米召开"人车家全生态发布会"。 发布会围绕"打造以人为中心的人车家全生态",发布了折叠手机MIX Flip 2、Pad 7S Pro、REDMI K80至尊版&K Pad等多款智能硬件产品,以及大家期待 已久的YU 7。 这款眼镜的登场不仅丰富了小米可穿戴设备阵列,在很多人眼里,也象征着小米向XR领域再次出手。 无显示、轻佩戴,面向AI日常陪伴的"轻智能入口" 小米AI眼镜,搭载双芯片骁龙AR1+低功耗处理芯片,定位为"面向下一个时代的个人智能设备",它不仅是新一代轻智能穿戴形态,更是小米构建人车家 生态闭环中的"随身智能入口"。 其中也发布了XR圈"举世瞩目"的、小米旗下首款AI智能眼镜产品——小米AI眼镜。 这款眼镜整体重量仅40g,专为亚洲人脸型优化设计,雷军特别强调,不夹头不卡耳,佩戴更加舒适。 颜色方面,提供黑色、玳瑁棕、鹦鹉绿三种配色,支持普通镜片定制,覆盖全国400家门店配镜渠道。 更特别的是,它提供电致变色版本,可在四档透明度间动态切换,甚至推出了四种颜色的彩色电致变色版本,售价区间为1999元至2999元。(关于电致变 色,我们在23年写过科普 传送门) 功能方面,小米AI眼 ...
小米发布会放大招!YU7硬刚Model Y,行业最强小折叠、AI眼镜全曝光
Ge Long Hui· 2025-06-26 13:56
小米史上阵容最强大的发布会来了! 发布会主打"人车家全生态",雷军更是甩出了"全家桶"王炸,推出了众多新品,包含汽车、手机、平板以及智能穿戴设备等诸多领域,堪称一场科技盛宴。 雷军在发布会上表示,未来5年小米研发投入预计2000亿。 巨额科研投入,正持续转化为小米的市场竞争力。从影像技术突破到玄戒芯片,从快充迭代到人车家生态构建,研发成果不断夯实小米产品力。 关于小米的成功经验,雷军表示,面对困难时,企业必须坚定信心,相信中国的科技创新能力和市场潜力。 YU7硬刚Model Y 今晚最受关注的,还是小米首款SUV——YU7! 此次,小米YU7带来高达9款的配色外观,高饱和度的跑车色系、青春靓丽的时尚色系、逼格满满的豪华色系,还有一款经典的珍珠白。 小米YU7延续了SU7的设计语言,全系采用800伏碳化硅高压平台,支持5.2C超充技术,充电15分钟即可补充620公里续航。 这一补能效率直接碾压特斯拉超充网络,彻底化解里程焦虑。 底盘系统上,Pro与Max版配备连续阻尼可变减振器+双腔空悬,在运动与舒适间无缝切换;Max版更搭载Brembo四活塞卡钳,将赛道基因注入SUV车身。 座舱交互上,也迎来了颠覆性创新—— ...
Is Rise in Floating Wind Farm Tech Opening New Avenues for GE Vernova?
ZACKS· 2025-06-26 13:56
Key Takeaways GE Vernova should gain from floating wind growth, supported by its offshore expertise. GEV's Haliade-X turbines operate in major North Sea fixed-bottom wind projects. GEV proposed a floating Haliade-X in 2021 and serviced a major European floating wind farm in 2024.As the world undergoes a revolutionary energy transition process, a significant expansion in floating offshore wind farms is being witnessed recently. The installation of wind turbines further ashore will enable these farms to cap ...
Everest Medicines to Host Virtual Nephrology-Focused KOL Event on June 30, 2025
Globenewswire· 2025-06-26 13:55
Event titled “A Conversation on the Latest Results from the Ongoing Phase 1b/2a Clinical Trial of EVER001, a Next-Generation Covalent Reversible BTK Inhibitor for the Treatment of Primary Membranous Nephropathy (pMN)” SHANGHAI, June 26, 2025 (GLOBE NEWSWIRE) -- Everest Medicines (HKEX 1952.HK, “Everest”, or the “Company”), a biopharmaceutical company focused on the discovery, clinical development, manufacturing, and commercialization of innovative therapeutics, today announced that it will host a virtual ne ...
Form 8.3 - Tritax Big Box Reit Plc
Globenewswire· 2025-06-26 13:54
8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORERule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser:Rathbones Group Plc(b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), settlor and beneficiaries must be named. (c) Name of offeror/offeree in relation to whose re ...
Is the Options Market Predicting a Spike in Air Products Stock?
ZACKS· 2025-06-26 13:51
Investors in Air Products and Chemicals, Inc. (APD) need to pay close attention to the stock based on moves in the options market lately. That is because the July 18, 2025 $165.00 Put 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 othe ...
WST Stock Builds on GLP-1 Growth, Annex 1 and Margins in Focus
ZACKS· 2025-06-26 13:51
Key Takeaways WST is seeing strong growth from GLP-1-related high-value components and auto-injector demand. WST's Annex 1 projects are driving a favorable mix shift toward higher-margin pharma offerings. Margin pressure stems from WST's lower-margin product growth, pricing headwinds and $20-$25M in new tariffs.West Pharmaceutical Services, Inc. (WST) is well-positioned for growth, backed by the robust GLP-1 related demand and its expansion plans. However, pricing headwinds and tariff risks are concerning ...
申港控股(08631) - 2025 - 年度业绩
2025-06-26 13:51
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佈的內容概不負責,對 其準確性或完整性亦不發表任何聲明,並明確表示概不對因本公佈全部或任何部分內 容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 裕 豐 昌 控 股 有 限 公 司 YUFENGCHANG HOLDINGS LIMITED (於開曼群島註冊成立之有限公司) (股份代號:8631) 截至2025年3月31日止年度之 年度業績公佈 香港聯合交易所有限公司(「聯交所」)GEM之特色 GEM的定位乃為較其他於聯交所上市的公司帶有較高投資風險的中小型公司提供一個 上市的市場。有意投資者應了解投資於該等公司的潛在風險,並應經過審慎周詳考慮後 方作出投資決定。 鑒於GEM上市的公司一般為中小型公司,於GEM買賣的證券可能會較於主板買賣的證 券承受較大的市場波動風險,同時無法保證於GEM買賣的證券會有高流通量的市場。 香港交易及結算所有限公司及聯交所對本公佈的內容概不負責,對其準確性或完整性 亦不發表任何聲明,並明確表示概不對因本公佈全部或任何部分內容而產生或因倚賴 該等內容而引致的任何損失承擔任何責任。 本公佈乃根據聯交所GEM證券上市規則(「G ...
一站式解决企业问题,彭州这两个产业园区助企服务中心投用
Sou Hu Cai Jing· 2025-06-26 13:49
6月26日,"闽彭连心 创享新程"——2025福建企业走进彭州活动在彭州市民营经济(现代产业)发展促进中心(彭客空间)举行,同时,四川彭 州经济开发区、成都新材料化工园区助企服务中心揭牌,正式投用。 ▲活动现场 启动仪式上,彭州市进行了城市推介,并正式发布了园区助企服务中心的工作体系,为企业搭建起清晰高效的服务框架。 红星新闻记者在现场看到,助企服务中心涵盖民营经济综合服务、企业服务、法律服务、商协会服务、产业社区服务、闽彭连心服务六大类服务,为企业提 供涵盖工商登记、法律咨询、市场拓展、产销对接等全要素、一站式的"全生命周期服务",并特别强化"兜底保障"机制,切实解决企业发展痛点,让企 业"留得住、发展好"。 ▲助企服务中心 现场还签约了金融合作、天然药物香料等合作项目,这些项目建成后,将在科技服务、金融证券、健康技术等领域,为园区注入强劲的多元化发展动能,有 力推动彭州产业结构的优化升级与"建圈强链"目标的实现。 为进一步推动闽彭合作走深走实,"闽彭连心产业园"同时揭牌成立,并发布了支持闽彭产业园高质量发展的八条具体举措,涵盖助力园区提质发展、激发创 新创造活力、深化做大做强路径、保障空间环境优化等方面。 ...