摩根士丹利分析师Keith Weiss和Josh Baer在一份研究报告中指出，微软对OpenAI的投资正在取得成功。 由于看到微软在直接货币化方面的增长以及IT领域钱包份额的提升，分析师将其目标股价上调至530美 元。报告称，随着微软在Azure AI业务上取得进展，该公司在即将到来的生成式人工智能创新周期中处 于有利地位。分析师预计，微软将保持支出纪律，实现中等两位数的复合年增长率。(新浪财经) ...

彭博美元指数跌0.47%，报1194.00点，日内交投区间为1199.92-1191.85点。 周四（6月26日）纽约尾盘，ICE美元指数跌0.47%，报97.221点，全天处于下跌状态，交投区间为 97.605-96.997点。 ...

证券代码：600658 证券简称：电子城 公告编号：临2025-035 北京电子城高科技集团股份有限公司第十二届董事会第四十五次会议决议公告 公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容的 真实性、准确性和完整性承担法律责任。 优化后，公司经理层副职薪酬差异化主要从业绩贡献度、管理复杂度、任职情况三个方面评估。其中， 业绩贡献度包括营业收入、利润总额维度；管理复杂度包括分管领域、所辖人员规模维度；任职情况包 括现岗位任职时间、党内职务维度。公司经理层各副职聘期内其余各年度薪酬水平将按照优化后的评估 标准确定。 北京电子城高科技集团股份有限公司（以下简称"公司"）第十二届董事会第四十五次会议于2025年6月 26日在公司会议室召开，会议通知、会议相关文件于会议召开前5天以书面、专人送达或邮件方式递呈 董事会成员。会议应到董事7人，实到董事7人。公司监事、部分高管人员及总法律顾问列席了会议，会 议由公司董事长齐战勇先生主持，会议程序符合《公司法》和《公司章程》的有关规定。出席会议董事 以记名表决方式审议通过如下议案： 一、审议通过《关于调整公司经理层副职薪酬差异化评估标 ...

Group 1 - The tech sector is showing resilience despite geopolitical tensions and rising oil prices, with a notable focus on AI trends and cyclical recovery in the analog space [5][8][70] - Tesla's recent robotaxi launch is seen as a pivotal moment for the company, with investors reacting positively despite limited information from the event [9][12][40] - Concerns remain regarding Tesla's ability to scale its robotaxi service, particularly in terms of pricing, safety, and competition from companies like Waymo [17][20][29] Group 2 - Nvidia's recent earnings report showed a slight growth expectation of 2% sequentially, which was below consensus estimates, yet the stock did not decline significantly due to prior write-offs that had already priced in negatives [42][44] - AMD is gaining market share in the server CPU market, with estimates suggesting a 40% share this year, driven by its competitive positioning against Intel [49] - Apple's recent developer conference was disappointing for investors, with lowered smartphone sales forecasts indicating a challenging year ahead, yet the long-term outlook remains bullish [51][53] Group 3 - Broadcom reported earnings in line with expectations and is viewed as a solid midterm investment due to its strong fundamentals and position in the AI server market [54][56] - CoreWeave's stock has surged significantly, but concerns about overvaluation and reliance on retail investors have led to a downgrade in sentiment [64][66] - The overall market is experiencing shifts, with a potential move from growth stocks to value picks, presenting opportunities for investors to acquire solid growth stocks at better prices [67]

Core Viewpoint - AJP Holding Company and Orbic North America, holding approximately 19% of Sonim Technologies, are urging fellow stockholders to support their nominees for the board in light of Sonim's poor financial performance and management practices [1][2][3]. Financial Performance - Sonim reported a net loss of $33.65 million in 2024, equating to a loss of $7.13 per share, and has experienced a stock price decline of 87% in 2024, culminating in a total stock value loss of 98% over the past five years [6][15][16]. - The company has accumulated losses totaling $86.45 million from 2021 to 2024, indicating a pattern of poor financial management [6][15]. Management and Governance Issues - The current board and management have been accused of poor stewardship, engaging in entrenchment efforts, and failing to provide a strategic evaluation process that benefits stockholders [2][6][19]. - Sonim's board has implemented anti-takeover measures, including a poison pill strategy and dilutive stock offerings, which have negatively impacted stockholder value [6][7][19]. Proposed Changes - AJP and Orbic are nominating five independent candidates for the board, emphasizing the need for new leadership with industry expertise to conduct a strategic assessment of Sonim [3][11]. - The nominees are expected to advocate for a strategic review process and engage with Orbic regarding acquisition proposals, which could potentially unlock stockholder value [11][12]. Acquisition Proposals - Orbic has made a cash offer of $25 million to acquire substantially all of Sonim's assets, representing a 66.7% premium over another proposed transaction with Social Mobile [10][12]. - The proposed transaction with Social Mobile is viewed as unlikely to provide meaningful returns to stockholders, with estimates suggesting a per-share value of approximately $1.46, which could decrease further when accounting for transaction costs and existing debt [10][20]. Stockholder Engagement - AJP and Orbic are calling on stockholders to vote for their nominees to ensure a transformation in leadership that prioritizes stockholder interests and addresses the company's financial challenges [8][21][22].

据央视新闻，当地时间26日，伊朗外交部长阿拉格奇表示，当前伊朗没有重启核问题谈判的计划。阿拉 格奇表示，不应过分重视有关重启谈判的某些猜测。他明确声明，目前尚未达成任何协议、安排或对话 以启动新的谈判，伊朗也尚未制定任何启动谈判的计划。 ...

美国总统特朗普25日在荷兰海牙出席北约峰会后举行记者会，称美国与伊朗下周将举行会谈，并可能签署一项协议。 截至目前，伊朗对此尚未作出回应。同一天，伊朗外长阿拉格齐表示，美国和以色列的袭击增强了伊朗推进核计划的决心。 特朗普：美国将于下周与伊朗会谈 特朗普25日称，美国将在下周与伊朗进行会谈，也许会签署一项协议，但他没有透露会谈的地点和参与人员等细节。特朗普同时称，他认为这项协议并 非"必要"，但美方核心诉求依然是不允许伊朗拥有核武器。 25日，伊朗外交部发言人巴加埃表示，伊朗核设施因遭到以美多次袭击被"严重破坏"。 伊朗总统佩泽希齐扬25日在与埃及总统塞西通话时表示，伊朗支持建立无核武器和无大规模杀伤性武器区。近日，在与阿联酋总统通话时，佩泽希齐扬还表 示，伊朗愿意在国际框架内通过谈判解决问题，希望阿联酋在与美国的互动中明确表示，伊朗只追求其合法权利，伊朗从未寻求过核武器，也永远不会。 专家解读：美伊能否达成协议仍然未知 据伊朗塔斯尼姆通讯社25日报道，伊朗外长阿拉格齐在接受媒体采访时说，美国和以色列的袭击增强了伊朗推进核计划的决心，伊朗没有人愿意放弃这项技 术。 针对美伊未来可能展开的会谈，中国现代国际关系 ...

金十数据6月27日讯，据Politico报道，两名欧盟外交官透露，欧盟委员会主席冯德莱恩告知成员国领导 人，欧盟行政机构已于今日收到特朗普政府的最新贸易协议报价。此举标志着布鲁塞尔与华盛顿的最新 互动。 欧盟委员会收到最新的美国贸易协议报价 ...

中国常驻联合国代表傅聪26日在《联合国宪章》签署80周年纪念会议上讲话，呼吁维护以联合国为核心 的国际体系。傅聪说，80年前，世界反法西斯战争取得伟大胜利，旧金山制宪会议一致通过《联合国宪 章》，奠定了多边主义的基石，确立了国际关系基本准则，为人类社会指明了前进方向。80年后的今 天，我们在此重温《宪章》精神，是为了以史为鉴、开创未来，努力实现《宪章》描绘的宏伟蓝图。 (央视新闻) ...

Core Viewpoint - Critical One Energy Inc. has successfully closed a non-brokered financing, raising CDN$1,000,000 through the issuance of 2,500,000 units at CDN$0.40 per unit, which will be utilized for exploration activities and general expenses [1][4]. Financing Details - The financing involved the issuance of units, each consisting of one common share and one-half common share purchase warrant, with full warrants allowing the purchase of one common share at CDN$0.60 for 18 months [2]. - A director participated in the financing, acquiring 230,000 units for a total of CDN$92,000, qualifying as a related party transaction [2][3]. Regulatory Compliance - The company relied on exemptions from valuation and minority approval requirements under Multilateral Instrument 61-101, as the transaction did not exceed 25% of the company's market capitalization [3]. Use of Proceeds - Proceeds from the private placement are earmarked for exploration activities at the Howells Lake Antimony Gold Project and for general administrative expenses [4]. Company Overview - Critical One Energy Inc. focuses on critical minerals and upstream energy, with a strategic position to meet the rising global demand for critical minerals, particularly through its antimony-gold exploration in Canada and uranium interests in Namibia [5].