Company Overview - Graphic Packaging's 2024 net sales were $8.8 billion[5] - The company's 2024 adjusted EBITDA was $1.7 billion[5] - International sales accounted for 30% of the company's total sales in 2024, while U S sales made up the remaining 70%[5] Strategic Initiatives and Investments - The company expects $160 million in incremental EBITDA from the Waco recycled paperboard manufacturing facility in 2025[23] - The company's Kalamazoo K2 recycled paperboard machine is expected to generate $130 million in incremental EBITDA[23] - The company's innovation platforms target an addressable market opportunity of $15 billion[26] Sustainability Goals - The company aims for a 504% reduction in Scope 1 & 2 GHG emissions by 2032[38] - The company targets 90% renewable fuel use in wood fiber paperboard facilities[38] - The company is aiming for 2% annual sales growth from innovation[50] Financial Outlook - The company's 2025 net sales are guided to be between $82 billion and $85 billion[55] - The company's 2025 adjusted EBITDA is guided to be between $14 billion and $16 billion[55] - The company's capital spending for 2025 is expected to be approximately $700 million[57]

随着美国股市逼近历史高点，新的SPAC发行量激增，以及"木头姐"Cathie Wood旗下旗舰基金创下历史 性涨势，巴克莱银行衡量市场"非理性繁荣"的专有指标因此急剧攀升。 该指标的一个月平均值已重新回升至两位数，达到10.7%，这是自2月以来首次突破10%，历史上这一 水平往往预示着市场极度泡沫化。该指标由衍生品指标、波动率技术指标和期权市场推断的情绪信号计 算得出。 当前市场情绪受到多重因素推动：投资者对美国在贸易谈判方面取得进展抱有乐观预期，或预期特朗普 可能会推迟7月9日的关税最后期限，同时市场猜测美联储将降息。受此影响，美股上周五创下自2月以 来的历史新高。 巴克莱衍生品策略师警告，该指标升高表明投资者可能过度乐观，这可能导致市场波动性增加。尽管泡 沫难以准确计时，但当前水平已达到历史上极度泡沫化的程度。 "非理性繁荣"指标跳涨，重现历史高位 巴克莱银行开发的这项专有指标，旨在衡量市场情绪中"非理性繁荣"的程度，这一术语由前美联储主席 艾伦·格林斯潘创造，用以描述资产价格超越其基本价值的情况。 据巴克莱衍生品研究部数据，该指标的一个月平均值自2月份以来首次重回两位数，达到10.7%的水 平。这项指标 ...

7月2日，公安部网安局公布8起涉民生领域网络谣言典型案例，其中包括上海一男子陈某为博眼球吸 粉，编造 "工行假金条"谣言被依法追责。 值得注意的是，此前引发关注的 "金条疑似有杂质"投诉客户与编造谣言被抓的陈某非同一人。 公安部通报： 男子编造 "工行假金条" 谣言被追责 据公告显示，上海公安网安部门查明，陈某为46岁男性，为博取关注、吸粉引流，在某短视频平台发布 内容为"工行假金条，官方发通告！假作真时真亦假，无为有处有还无！"的谣言信息，误导大量网民关 注和讨论，对相关单位正常经营产生影响。目前陈某已被依法追究相应法律责任。公安机关提醒，网络 不是法外之地，谨言慎行要牢记。对网上各类"博眼球"信息，广大网民要加强鉴别、识别，关注权威发 布信息，做到不造谣、不传谣、不信谣。 视频截图 据此前报道，今年5月，有网友在社交平台爆料称，其朋友在工行购买金条后，熔金时发现熔出来的物 质疑似非纯金。在有关聊天记录中，提到了工行上海南翔支行。爆料人称，该金条是在金店当场操作熔 的，在此之前去银行提货，打算熔掉换首饰。金条的编号、logo俱全，编号和银行单子对得上。 随后，中国工商银行股份有限公司上海市嘉定支行发布情况说 ...

Core Viewpoint - Wall Street analyst Dan Ives of Wedbush maintains a bullish outlook on Microsoft, raising the price target from $515 to $600, suggesting a potential gain of over 22% [1][2] Group 1: Market Position and Growth Potential - Microsoft is projected to reach a $5 trillion market cap within the next 18 months, requiring a 39% increase from its current value of approximately $667 [2] - The company's leadership in artificial intelligence (AI) and cloud computing is expected to drive this valuation, with retail investors potentially justifying a premium for shares [3] - Ives describes Microsoft as being in the early stages of an "AI Revolution," which is anticipated to reshape enterprise technology over the next decade, particularly through its Azure cloud platform [4] Group 2: Financial Performance and Projections - Azure revenue grew by 33% year-over-year, indicating strong growth potential as businesses increasingly integrate AI into their operations [5] - Ives estimates that around $1 trillion in enterprise and government IT budgets will shift towards cloud and AI infrastructure over the next three years, with Microsoft positioned to capture a significant share of this spending [5] Group 3: Strategic Partnerships and Risks - Microsoft has invested over $13 billion in OpenAI, integrating its GPT models into Azure and productivity tools, which are expected to generate new revenue streams [7] - However, there are concerns regarding the durability of the partnership due to disagreements over intellectual property and revenue sharing [8] Group 4: Competitive Landscape and Valuation Concerns - Competitors like Amazon and Alphabet are attempting to challenge Azure's growth, which could impact Microsoft's stock valuation [9] - Currently, Microsoft trades at approximately 38 times forward earnings, a premium compared to its 10-year historical average of around 24 times [9] - While the premium is justified by the potential for AI-driven revenue growth, any slowdown in growth could affect the stock price sustainability [10] Group 5: Stock Performance and Technical Analysis - The 12-month stock price forecast for Microsoft is $521.14, indicating a 5.91% upside based on 33 analyst ratings [11] - The stock has struggled to break above its all-time high near $450, suggesting a possible consolidation phase [12] - If the stock cannot maintain support in the $430–$440 range, a pullback towards the 50-day moving average around $420 may occur [12]

在智能手机市场的激烈竞争中，小米数字系列旗舰机凭借创新设计与前沿功能，始终保持着高关注度。 今年9月，小米16系列与iPhone 17系列的发布时间仅相隔数周，一场旗舰机的巅峰对决即将上演。 屏幕方面，小米16 Pro将提供6.3寸和6.8寸两种选择，均采用全新的横向大矩阵镜框设计，占据机身约 三分之一的面积，极具辨识度。 相比之下，6.3寸标准版则延续了经典设计风格。 有趣的是，今年iPhone 17 Pro也将采用6.3寸屏，iPhone 17 Pro Max为6.9寸屏，同样取消了浴霸镜框，转 而采用横向大矩阵设计。 尽管小米16 Pro与iPhone 17 Pro在设计上相似，但小米16 Pro在细节处理上更胜一筹，颜值更高，而且价 格也更具优势。 据可靠消息，小米16系列将推出4款机型，全面覆盖不同用户需求。 其中，最受瞩目的当属6.3寸版小米16 Pro。 它将全球首发第二代骁龙8至尊版芯片，基于台积电3nm制程工艺，搭载第二代自研Oryon CPU架构， 并配备16MB独立GPU缓存，无论是运行大型游戏还是多任务处理，都能带来流畅体验。 这款全新操作系统采用液体玻璃设计语言，拥有大量3D特效，界 ...

Financial Performance & Growth - Targeted long-term EPS growth of 6%-8% and dividend yield of ~4%[8] - The company forecasts a solid rate base CAGR of ~8% through 2029 off of the 2023 base[8] - Transmission investments are expected to contribute 55% of total AEP earnings in 2025[53] - The company's regulated earned ROE was 93% as of twelve months ended March 31 2025[96] Capital Investments & Financing - The company has a $54 billion base capital plan through 2029 with potential for up to $10 billion of incremental investments[15] - Approximately 85% of the capital plan is being recovered through reduced lag mechanisms[39] - The company completed all anticipated equity needs through a $23 billion equity sale and an expected $282 billion minority interest transmission transaction close[19] - $34 billion or 63% of the capital is allocated to wires and $14 billion or 26% is allocated to regulated new generation including renewables[43, 44] Load Growth & Regulatory Successes - The company anticipates 20+ GW of load growth through the end of the decade, driven by data center and industrial demand[15] - Annual retail load growth of 8%-9% is expected in the 2025-2027 forecast period, adding more than 52 million MWh to retail sales[29] - PJM awarded AEP affiliates with $17 billion in transmission upgrades incremental to the $54 billion base plan[25]

Group 1: BlackSky Technology - BlackSky Technology Inc. has seen a 21% increase in share price due to a $24 million contract with the National Geospatial-Intelligence Agency, which is part of a larger potential business opportunity [4][6] - The company is expanding its satellite project to enhance its high-frequency monitoring capabilities, with initial launches expected in 2027 [5] - BlackSky's subscription-based geospatial intelligence service has a backlog exceeding $350 million and year-over-year sales growth over 20%, although it continues to face quarterly losses [6] Group 2: Core Scientific - Core Scientific Inc. shares surged approximately 49% following renewed acquisition talks with AI hyperscaler CoreWeave, which previously made an unsolicited offer of $5.75 per share in 2024 [7][8] - The company's market capitalization has surpassed $5 billion, indicating strong investor interest and potential for a premium acquisition offer [8] - Core Scientific has established multiple agreements with CoreWeave, enhancing its infrastructure capabilities despite the previous failed acquisition attempt [9] Group 3: Ambarella - Ambarella Inc. experienced a rally amid speculation of a potential sale, although this remains unconfirmed [11] - The company's Edge AI system-on-a-chip solutions are gaining traction in the market, which could support its recovery following a challenging 2024 [12] - Analysts have a consensus rating of eight Buys and four Holds for Ambarella, with a price target suggesting a 28% upside potential [12]

Core Points - CVW CleanTech Inc. announced that shareholders approved key resolutions at the annual general and special meeting, including an Industry Classification Change, Name Change, and an Equity Incentive Plan [1][2][4] Industry Classification Change - The Company received shareholder approval to change its listing status from a "technology issuer" to an "investment issuer," which has been finalized by the TSX Venture Exchange [2][3] - This change will provide the Company with greater flexibility in structuring investments and streamline regulatory approvals for future transactions, supporting its royalty diversification strategy [3] Name Change - Shareholders approved a resolution to change the Company's legal name to "CVW Sustainable Royalties Inc." The change is expected to take effect shortly, with the ticker symbol remaining unchanged [4][6] Equity Incentive Plan - The Company adopted a 10% rolling equity incentive plan, which was approved by shareholders. Details of the plan can be found in the Management Information Circular [5]

尽管银矿产量稳中有增，但回收供应增长有限，全球供应紧张状况短期内难以明显改善，支撑价格进一 步走高。 MHMarkets迈汇分析认为，铂金2025年上半年价格飙升近30%，创十年来新高，主要受到供应紧缩驱 动： MHMarkets迈汇观察到，全球贵金属市场正步入一轮结构性上行周期。根据世界银行最新发布的报告， 在地缘风险升温、货币政策模糊及避险需求增强的背景下，黄金、白银与铂金在2025至2026年料将持续 强势，贵金属资产正重新成为机构与个人投资者配置的核心选项。 MHMarkets迈汇持续关注市场动态，2025年上半年黄金价格累计上涨近25%，展现出全球资金对避险资 产的高度青睐。世界银行预计，黄金2025年全年涨幅将达到35%，创下历史年度均价新高。虽然2026年 或将小幅回落，但均价仍远高于2015–2019年平均水平，涨幅达150%。 MHMarkets迈汇分析认为，黄金ETF在2025年第一季度录得自2022年以来最大净流入，各国央行也持续 购金，反映出储备结构多元化的长期趋势，为金价构筑坚实底部。 迈汇认为，全球政治不确定性与央行政策博弈将继续构成金价中长期上涨的主要推力，风险仍偏向上 行。 2 ...

新浪科技讯 7月2日晚间消息，今日2025全球数字经济大会在北京开幕。在数字技术投资与跨境协同创 新专题论坛上，业内首个AI善治联合体"人本智能发展与治理倡议"（以下简称"人本智能倡议"）迎来成 员单位扩容。新成员包括百度、MiniMax、浪潮信息、慧与科技、北电数智、网易有道、西门子（中 国）等科技企业，涵盖大模型、具身智能、算力基础设施及智慧养老、AI医疗等人工智能技术与应用 的关键领域。 "人本智能倡议"由财新智库、ESG30、联合国工发组织投资和技术促进办公室（中国·北京）、上海交 通大学人工智能研究院、联想集团、腾讯研究院于去年11月联合发起。随着新成员加入，截至目前倡议 已凝聚近50家企业和机构，覆盖技术研发、应用落地与伦理治理等全链条。 2025全球数字经济大会首次携手联合国开发计划署达成联合主办合作，举办新技术新产品新方案"首发 首秀"活动，围绕人工智能、数字安全等举办46场专题论坛。作为"人本智能倡议"的联合发起方，联想 集团也是践行"人本智能"理念的企业代表。 联想集团副总裁、全球电脑与智能设备首席质量官王会文表示，为了让人工智能真正赋能千行百业、走 进千家万户，需大力发展混合式人工智能， ...