2025.06. 17 本文字数：2393，阅读时长大约4分钟 A股油气板块连日活跃，资金涌入多只个股。 板块中，从事油田化学研究与应用的科力股份涨幅居前，6月17日单日涨幅达22%，近三个交 易日累计上涨约72%。自6月12日起，连续三个交易日登上龙虎榜，游资席位"东方财富拉萨天 团"频繁现身买卖前五。该公司6月13日提示风险后，但股价仍持续拉升。 股价涨幅靠前的还有准油股份、贝肯能源（002828.SZ）。其中，准油股份6月13日、16日的涨 幅都达到20%。贝肯能源同期累计涨幅也超过20%。 在这种情况下，产业链传导效应显著，原油价格上涨带动燃料油、化纤等化工品跟涨。国内燃 油期货主力合约一度涨停，石油化工板块中，短纤期货近一周涨幅约3%。 作者 | 第一财 经 齐琦 中东地缘冲突持续升级，国际油价、金价再度强势拉升，A股油气板块逆势走强。 6月17日，能源设备指数领涨市场。截至收盘，科力股份（920088.BJ）收涨22%，准油股份 （002207.SZ）涨停，通源石油（300164.SZ）收获三连板。 沪上某机构分析人士认为，中东局势升级与油价上涨形成共振，推动A股油气板块逆势走强。 全球能源供应链 ...

Nebius Group (NASDAQ: NBIS ) provides full-stack AI cloud infrastructure for enterprise and technology service companies. Yandex, often called “Russian Google”, sold its Russian operations and formed Nebius as a new business entity with no ties to Russian market. I favor the company’s globalAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it ...

Key Takeaways LYB collaborates with Premix and Maillefer on a new PP-based solution for MV and HV power cables. Premix contributes its PRE-ELEC PP18220 compound for enhanced conductivity and material compatibility. Maillefer supplies advanced extrusion lines to ensure uniform insulation and high-quality cable cores.LyondellBasell Industries N.V. (LYB) teamed up with Premix and Maillefer to jointly launch a state-of-the-art power cable solution that comes with leading cable manufacturing technology to comb ...

Key Takeaways TGT trades at just 12.36x forward earnings, far under the industry average and major retail peers. Q1 EPS missed estimates at $1.30, leading to a cut in FY25 guidance and a forecasted sales decline. Physical store traffic fell 2.4%, but Target Circle 360 and Target Plus showed strong digital growth.Target Corporation (TGT) , a leading general merchandise retailer, is currently trading at a compelling discount relative to its industry and broader market benchmarks. TGT stock trades at a forwa ...

Cautionary Statement This presentation includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. When used in investor presentations, press releases, Securities and Exchange Commission (SEC) filings, and in oral statements made by or with the approval of one of our executive officers, the words or phrases like "expects," "anticipates," "believes," "intends," "likely will result," "estimates," "projects," or variations of such words and similar expression ...

Key Takeaways SMCI's server and storage system revenues hit $4.5B in Q3 FY25, up 19% year over year. Growth is driven by demand for DLC racks, new DCBBS modules and AI-optimized storage systems. Global manufacturing expansion aims to boost deployment and bypass geopolitical trade barriers.Super Micro Computer’s (SMCI) server and storage system segmental revenues grew 19% year over year in the third quarter of fiscal 2025, crossing the $4.5 billion milestone. The server and storage system segment, which ac ...

The Zacks Shoes and Retail Apparel industry continues to face considerable challenges, primarily driven by rising input and logistics costs, supply-chain disruptions and elevated SG&A expenses due to digital and store reinvestments. Macroeconomic pressures such as currency volatility, geopolitical tensions, and evolving tax and tariff policies compound these challenges. A weakening consumer confidence environment and a competitive labor market threaten operating margins.Despite these hurdles, companies are ...

中国人民银行青海省分行联合科技、发改、工信等部门创新建立"白名单+主办行+动态监测"机制，将 人民银行科技创新和设备改造再贷款政策与青海特色产业链深度绑定，形成"一企一策"金融解决方案。 目前，青海省金融机构已投放符合科技创新和技术改造再贷款要求的贷款18.2亿元。(完) （文章来源：中国新闻网） 中国人民银行青海省分行党委书记、行长翟向祎表示，科技金融工作涉及部门多、政策措施多、协调难 度大，"科技部门重在提规划、促需求；金融部门重在多供给、强支持。" "各金融机构应不断完善政金企线上线下常态化对接机制，畅通交流对接渠道，帮助更多科技型企业获 得融资支持。"翟向祎说，希望科技领域的企业家聚焦主业，不断加大研发投入，加强核心技术攻关， 持续增强核心技术竞争力，有效管控风险，借力金融资源将科技成果及早转化为新质生产力和经济价 值。 为健全科技金融工作体系，青海省科技厅联合中国人民银行青海省分行建立了科技金融议事协调工作机 制，鼓励保险公司围绕技术研发、成果转化及其应用推广等领域开展信用担保业务，为企业提供多元化 的融资担保服务。 中新网西宁6月17日电(祁增蓓)"近年来，青海省科技型企业融资便利性持续提高，科技 ...

频繁募资 开信息显示，蒙草生态是国内唯一一家聚焦草种科技的上市公司，全球草种业创新主体企业排名第四。 专注生态草、饲草、草坪草的育种、加工和推广应用，依托"乡土种源"与"数字科技"，提供草种业全链 条综合技术及产品服务，包括冰草、羊草、披碱草等优质草种、创新产品、技术方案。 蒙草生态自 2012 年登陆创业板以来，融资动作频繁。早期，公司凭借生态修复、园林绿化等业务在资 本市场崭露头角，随着业务版图扩张，资金需求日益旺盛。回顾其融资历程，股权融资、债券融资等多 种方式齐上阵。公司上市以来股权再融资金额累计21.66亿元。 2023 年，公司原计划发行 8.37 亿元可转债，后因种种因素终止，转而在 2025 年推出 14.95 亿元定增预 案。从公司业务特性来看，生态修复项目具有投资规模大、回款周期长的特点，这在一定程度上解释了 其对资金的持续需求。然而，如此密集的募资行为，对公司股权结构稳定性以及中小投资者权益稀释的 影响不容忽视。每一次股权融资，都意味着原有股东权益被摊薄，中小投资者在公司决策中的话语权进 一步削弱。 近日，蒙草生态（300355.SZ）披露的定增预案在资本市场激起千层浪。公告显示，公司拟 ...

捷克国防部17日说，一架捷克军方专机当天将66名从以色列撤离的人员安全送抵首都布拉格。捷克国防 部在一份声明中说，机上大多数人员为捷克公民，另有部分人员为其他国家公民。由于以色列领空关 闭，捷克军机无法直接飞抵，此次撤离经由一邻国进行。(新华社) ...