欧洲航空公司股价受达美航空财报提振，国际航空和德国汉莎航空股价均上涨超过1%。 ...

智通财经APP获悉，随着新一轮财报季即将开始，在近期强势反弹的美国地区性银行股可能会让投资者 感到失望。部分华尔街策略师指出，现在应当押注该板块将出现回调。 数据显示，SPDR标普地区银行ETF(KRE)在过去一个月上涨超过8%，几乎是标普500指数同期涨幅的两 倍;该ETF自4月低点以来已上涨29%。该板块的上涨动力来自于并购热潮的前景、监管环境放松的希 望，以及利率将"在高位维持更久"的市场预期。 Christopher Jacobson在7月9日的报告中指出，这名KRE看跌价差期权买家的行为表明，部分投资者开始 对地区银行股反弹的持续性表示怀疑。 Miller Tabak首席市场策略师Matt Maley表示："在这么短的时间内出现如此强劲的反弹后，投资者应谨 慎，不要在目前这个价位追涨。"他指出："当公司开始公布财报时，我们很可能会看到'利好出尽是利 空'的市场反应。" 经济晴雨表 然而，这轮上涨也使得这些美国地区性银行股在财报季来临前更容易受到利空消息打击。尽管华尔街整 体仍看好该板块，但包括Susquehanna International Group在内的一些机构策略师认为，现在是采取防御 姿态 ...

Group 1 - Global banks, including top U.S. banks, are expected to see a 10% growth in market revenue, driven by traders capitalizing on changes in U.S. tariff policies [1] - The forecast is based on a 15% increase in trading revenue for 12 global banks in Q1, which includes major players like JPMorgan Chase, Bank of America, and Goldman Sachs [1][2] - Executives from Bank of America and Citigroup anticipate mid to high single-digit percentage growth in market revenue for Q2 following a strong Q1 performance [1] Group 2 - Analysts suggest that market revenue may exceed expectations when major U.S. banks report Q2 earnings next week, with significant trading activity noted after President Trump's tariff announcement in April [2] - Tradeweb Markets reported a 38.6% year-over-year increase in average daily trading volume in April, reaching $2.7 trillion, following the tariff policy announcement [2] - Mollie Devine from Crisil Coalition Greenwich noted that volatility is beneficial for market revenue, with tariff announcements acting as positive catalysts for trading departments [2] Group 3 - Stock trading revenue is projected to grow by 18% year-over-year in Q2, while bond trading revenue is expected to increase by 5% [3] - Analysts indicate that ongoing uncertainties related to tariffs, interest rates, and geopolitical factors are sustaining high levels of trading activity [3] - Predictions suggest that trading revenue for major U.S. banks will grow by 8% in the first half of the year, slowing to 5% in the second half, with low single-digit growth expected next year [3]

运营商财经网 实习生郑永杰/文 近期，盛天网络公布了2024年财报数据。公司营业总收入为11.36亿元，同比下降14.56%。净利润 为-2.605亿元，同比下降253.84%，归属于母公司股东的净利润为-2.605亿，相比去年下降253.84%。 运营商财经网由此注意到了盛天网络的高管层，特别是副总经理邝耀华。 2006年，邝耀华在盛天网络从事软件研发工作；2009年至2011年任盛天网络董事、副总经理。2011年至 2020年任盛天网络董事、副总经理。 如今邝耀华是公司首席架构师、副总经理。长期掌管公司技术研发工作,曾主持易乐游、EYOONET游戏 分发引擎、盛天云、随乐游云游戏、易乐途电竞酒店等诸多重点项目的架构设计和核心开发，可以算的 上盛天网络的核心骨干。 据财报数据显示，2024年邝耀华的薪酬水平在盛天网络高管团队中位居前列。 2024年，在所有公布薪酬的高管中，邝耀华以174.7万元的薪酬位居第一，比董事长赖春林高46.16万 元。 运营商财经网还发现，2020年邝耀华的薪酬显示为10.64万。通过盛天网络2020年5月25日发布的公告可 知，邝耀华曾因个人原因申请辞去公司董事、副总经理职务。 ...

智通财经APP获悉，流媒体巨头奈飞(NFLX.US)将于美东时间7月17日美股盘后公布2025年第二季度财 报。花旗预计，受益于外汇顺风因素，奈飞的第二季度营收和息税前利润(EBIT)将略高于市场预期。除 了财报数据外，投资者的关注重点可能集中在广告层级的更新、管理层对订阅用户趋势的评论，以及公 司不断发展的直播内容战略上。花旗维持对奈飞的"中性"评级，目标价为1250美元。 五大要点： 1、奈飞此前给出的指引预计，第二季度营收为110.35亿美元，EBIT为36.75亿美元。市场共识预期与该 公司指引大致相符。花旗预测，受益于外汇顺风因素，奈飞第二季度营收和EBIT将较该公司指引高出 约1.0%。 2、市场一致预期，奈飞将指引2025年第三季度营收为113亿美元，EBIT为34.3亿美元(对应约30.4%的利 润率)。 3、奈飞此前曾指引2025年全年营收区间为435亿至445亿美元，EBIT利润率约为29%。该指引基于2025 年1月的外汇汇率。鉴于目前外汇环境的有利变化，我们认为该公司正在走在其指引的前面。 4、奈飞此前还指引2025年现金内容支出为180亿美元，自由现金流(FCF)为80亿美元。 5、 ...

Core Viewpoint - ST New潮 is a striking example in China's A-share market, with its assets primarily located in the U.S., raising questions about its governance and financial practices [3][6]. Group 1: Company Overview - ST New潮 is registered in Yantai, Shandong, but operates its board in Beijing, with 99.91% of its assets located in Texas oil fields, USA [3]. - The company has not distributed dividends to domestic shareholders for 15 consecutive years, while its U.S. subsidiary employees enjoy high salaries, averaging 1.75 million RMB annually [4][11]. Group 2: Financial Background - From 2015 to 2017, ST New潮 raised 12.5 billion RMB through three rounds of financing, investing the entire amount in U.S. oil and gas assets, which now produce over 60,000 barrels daily and are valued at 33.8 billion RMB [6][9]. - The domestic parent company is burdened with 2.4 billion RMB in debt and has frozen accounts, while the U.S. subsidiary reported a net profit of 7.376 billion RMB from 2022 to Q3 2024 [8][9]. Group 3: Governance and Control - Although ST New潮 has no official controlling shareholder, it is effectively controlled by a pair of brothers from Hunan, who have manipulated board positions to maintain control over the U.S. subsidiary [10]. - The company has faced significant challenges in auditing its financials, with previous auditors unable to verify the authenticity of its U.S. assets, leading to a "ST" designation [13]. Group 4: Market Activity and Future Prospects - Despite the looming risk of delisting, major energy companies are still interested in acquiring stakes in ST New潮, driven by the value of its U.S. oil fields [14]. - The company’s assets are located in a region with significant shale oil reserves, but the uncertainty surrounding control raises concerns about the viability of any potential acquisitions [14].

印航波音787坠机首份调查报告将出炉。 整理 ｜秋夏 点击上方【36氪随声听】，一键收听大公司热门新闻。听完音频记得添加进入 【我的小程序】 中哟！ 印航波音787坠机首份调查报告将出炉，调查聚焦燃油开关操作 全球关注的印度航空AI171航班坠毁事件即将迎来首份官方调查报告。据央视新闻报道，印度航空事故调查局7月8日向印度民 航总局和其他相关部门提交了印度航空波音787-8型客机坠毁事故的初步调查报告。 此前，当地时间6月12日，印度航空一架从艾哈迈达巴德机场飞往伦敦的波音787客机在起飞32秒后坠毁，机上241人遇难，仅 有坐在11A座位的1名乘客生还。据知情人士透露，由印度航空事故调查局主导的初步调查报告预计将于本周五前后公布，调查 已将焦点从机械故障转向发动机燃油控制开关的操作问题。（封面新闻） 周杰伦概念股飞 涨超9成，触 发港股冷静期 机制 7月9日，记者从字节跳动方面获悉，周杰伦已入驻抖音平台。针对市场消息称签约费高达9位数，抖音 方面知情人士回应称系 谣言。记者于上午11时检索"周杰伦JayChou超话"周杰伦账号，粉丝数未过万，半 小时后，周杰伦抖音账号粉丝已过12万。 国家卫健委 叫停阿 尔 ...

Company Performance - Bassett Furniture (BSET) reported quarterly earnings of $0.22 per share, exceeding the Zacks Consensus Estimate of $0.15 per share, and compared to a loss of $0.19 per share a year ago, representing an earnings surprise of +46.67% [1] - The company posted revenues of $84.35 million for the quarter ended May 2025, surpassing the Zacks Consensus Estimate by 3.88%, and compared to year-ago revenues of $83.41 million [2] - Over the last four quarters, Bassett has surpassed consensus EPS estimates two times and topped consensus revenue estimates two times [2] Stock Outlook - Bassett shares have increased approximately 17.3% since the beginning of the year, outperforming the S&P 500's gain of 5.9% [3] - The current consensus EPS estimate for the coming quarter is $0.20 on $83.6 million in revenues, and for the current fiscal year, it is $0.88 on $334.66 million in revenues [7] - The estimate revisions trend for Bassett was favorable ahead of the earnings release, resulting in a Zacks Rank 1 (Strong Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Furniture industry, to which Bassett belongs, is currently in the top 37% of over 250 Zacks industries, suggesting a favorable outlook as the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8] - Another company in the same industry, Legget & Platt (LEG), is expected to report quarterly earnings of $0.29 per share, with revenues anticipated to be $1.06 billion, down 5.8% from the year-ago quarter [9]

Core Viewpoint - Penguin Solutions Inc. reported strong earnings for Q3, exceeding earnings estimates but falling short on sales expectations [1][2]. Financial Performance - Adjusted earnings per share (EPS) for Q3 were 47 cents, surpassing market estimates of 33 cents [1]. - Quarterly sales totaled $324.25 million, compared to expectations of $328.81 million [1]. Guidance Update - The company raised its FY2025 adjusted EPS guidance from a range of $1.50-$1.70 to $1.75-$1.85 [1]. - Sales forecast was narrowed from $1.33 billion-$1.41 billion to $1.35 billion-$1.39 billion [1]. Strategic Focus - The CEO emphasized the company's commitment to strategic objectives, including strengthening the balance sheet and developing AI software and services [2]. - The company is focused on expanding go-to-market resources and driving long-term value for shareholders [2]. Stock Performance - Following the earnings announcement, Penguin Solutions shares increased by 6%, trading at $22.45 [2]. Analyst Ratings and Price Targets - Goldman Sachs maintained a Buy rating and raised the price target from $22.5 to $25 [5]. - JP Morgan maintained a Neutral rating and increased the price target from $18 to $21 [5]. - JMP Securities reiterated a Market Outperform rating with a $26 price target [5]. - Needham maintained a Buy rating with a price target of $27 [5].

Core Viewpoint - State Street (STT) is expected to report second-quarter 2025 results on July 15, with anticipated year-over-year increases in revenues and earnings [1] Financial Performance - In the last reported quarter, STT's earnings exceeded the Zacks Consensus Estimate, driven by growth in fee revenues and lower provisions, despite higher adjusted expenses and lower net interest income (NII) [2] - The Zacks Consensus Estimate for second-quarter earnings is $2.39 per share, reflecting an 11.2% increase from the previous year, while sales are estimated at $3.36 billion, indicating a 5.4% year-over-year growth [3] Key Estimates for Q2 - NII is projected to be $734 million, showing a slight year-over-year decline, while average interest-earning assets are estimated at $291.4 billion, representing an 11.3% increase from the prior year [5] - Fee revenues are expected to rise, with FX trading services income estimated at $382 million (up 13.7% year-over-year), management fees at $559 million (up 9.4%), and servicing fees at $1.29 billion (up 3.7%) [6][7][8] - Total adjusted non-interest expenses are anticipated to increase by 3.8% year-over-year to $2.36 billion due to higher information systems and communication expenses [10] Strategic Developments - In May, State Street Global Advisors formed a partnership with India-based smallcase to enhance market access for Indian investors and expand its presence in the fintech sector [11][12] Earnings Outlook - The likelihood of State Street beating the Zacks Consensus Estimate is high, supported by a positive Earnings ESP of +0.28% and a Zacks Rank of 2 (Buy) [13][14]