今天我来说一个明确的看法，对不对，交给时间来验证。 黄昏之下，从技术上的角度来讲，就是多头极致，空头刚生的时候。如果你精通技术分析，那么这个时候，无论如何都不会下手。 本来炒股就是一个概率事件，聪明的人永远只做大概率事件，只有看不清楚未来的人，才会为了每天都赚钱而搏命。 A股黄昏之星后，继续小幅反攻，不过金融3驾马车却全部熄火，后续行情会怎么走呢？ 我没兴趣玩，人终究是要认识到自己的极限。 第三：白酒、整车还在走弱 白酒连续下滑，已经释放了不少风险，主要继续横盘下去，未来可能东山再起。 整车问题更大，还没有下行释放，持续高位横盘，对应的是产能严重失衡，现在过去，对应的痛苦很大。 其实，还没开始就已经输了。 板块上： 第一：军工装备继续大涨 其中水里游的、天上飞的，都是强势的同学。这个板块，我早就告诉大家一定要下功夫研究、观察。 近来大小鹅、中东摩擦频起，已经给他们注入了活力剂，低位就是上车的机会。日后哪里有国际新闻，哪里就有军工的异动走势。 第二：银行继续下跌 上周五，银行跌幅超2%，我认为可能是一个拐点，至少是银行的拐点。 现在这个板块一方面有神秘力量，另一方面还有避险资金涌入。不过一旦树倒，就做猴孙散了。 ...

Aeva Technologies, Inc. (AEVA) shares rallied 8.6% in the last trading session to close at $36.43. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 93.8% gain over the past four weeks.Aeva shares surged, driven by promising growth prospects in the rapidly expanding fields of industrial automation, robotics and autonomous driving. The company is poised to gain from more businesses turning to robotics to handle ...

证券代码：002721 证券简称：金一文化 北京金一文化发展股份有限公司 投资者关系活动记录表 编号：2025-003 投资者关系活动 类别 ☑特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 （请文字说明其他活动内容） 参与单位名称及 人员姓名 国联民生证券金融首席分析师 刘雨辰女士 国联民生证券金融研究员 陈昌涛先生 时间 2025 年 6 月 30 日（星期一） 地点 公司会议室及线上会议 上市公司接待人 员姓名 公司董事长王晓峰先生 开科唯识董事长郭建生先生 公司证券事务代表张雅女士 投资者关系活动 主要内容介绍 1、公司当前融资来源是否丰富充足？是否能够保障整体流动性？ 回复：公司目前资产负债率较低。未来公司将拓展产业链，围绕金融科技纵、 横方向发展。公司流动资产中，有约 10 亿元现金及 3 亿元的黄金存货，整体 流动性不存在问题，同时将协同并购发展。 2、怎样看公司后续经营业绩？ 回复：2023 年公司经历破产重整后，大额债务处置完成，公司旗下黄金珠宝 零售门店逐步缩减业务规模，业绩逐步向好，同时，根据开科唯识的业绩承 诺，开科唯识在 2025 ...

证券代码：003015 证券简称：日久光电 江苏日久光电股份有限公司投资者关系活动记录表 编号：2025-005 | | ☑特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 （请文字说明其他活动内容） | | | 光证资管 尚青 | | | 华安证券 潘宁馨、王强峰 | | 活动参与人员 | 英华资产 于晨阳 | | | 浩期资产 肖滨 | | 时间 | 2025 年 6 月 30 日星期一 14:00-15:00 | | 地点 | 公司会议室 | | 上市公司接待人 | 磁控溅镀技术专家吕敬波、董事会秘书徐一佳、证券事务代表王 | | 员姓名 | 静 | | | 董事会秘书徐一佳介绍了公司的概况、发展历程、生产经营情况 | | | 及产品情况。接下来是投资者交流主要内容： | | | Q1、可以介绍一下调光膜的 PDLC 和 EC 两种不同技术路线的优 | | | 劣势吗？公司对应的调光导电膜市场占有率是多少？ | | 交流内容及具体 | 答：整体来看 PDLC ...

Core Insights - The "Healthy China" strategy has led to a heightened awareness of health among consumers, increasing demand for high-quality water solutions, particularly whole-house water purification systems [1][2] - Despite rising consumer demand for healthy water, the adoption and installation of whole-house water purification systems have not met expectations due to challenges such as awareness, cost, and installation difficulties [1][2] - Angel has focused on technological innovation to address consumer pain points and drive sales growth, exemplified by their "Space Master Series" products that solve installation issues for smaller households [2][4][17] Group 1: Technological Innovations - Angel has developed a series of technologies aimed at addressing user pain points, including a long-lasting reverse osmosis filter that maintains its effectiveness for eight years and the APCM space sterilization technology [4][17] - The company has achieved a "grand slam" in global patents, holding significant patents across major intellectual property offices, which underscores its commitment to innovation in the water purification sector [5][6][28] - Angel's "Space Master Series" has been recognized as the smallest whole-house water purification system, which has contributed to its sustained market leadership [2][4] Group 2: Market Position and Strategy - Angel has maintained a leading position in the market for three consecutive years, with the Space Master M7 series holding an 18% market share in central water purification systems [17][21] - The brand has adopted a clear communication strategy that emphasizes "technology leadership and sales leadership," aiming to reshape consumer perceptions of whole-house water purification [19][21] - By forming the "Water Purification Designer Alliance," Angel aims to integrate water purification planning into the home renovation process, addressing installation challenges at the design stage [19][21] Group 3: Industry Impact and Future Goals - Angel's ambition extends beyond product sales; it seeks to redefine competition in the water purification industry through innovative marketing and product strategies [22][24] - The company has established a closed-loop service ecosystem that enhances user experience from selection to maintenance, thereby addressing consumer concerns and driving brand loyalty [26][28] - Angel's international expansion has seen its products reach 65 countries, promoting not just quantity but also technological standards, contributing to the global perception of "Made in China" [28][29]

Group 1 - The core idea of the articles emphasizes the growing trend of whole-house water purification as a reflection of consumers' pursuit of quality living, with Angel launching the "Space Master Whole House Water Purification Festival" to promote this concept [1][12] - Angel has partnered with renowned designers and media to establish the "Water Purification Designer Alliance," aiming to integrate water purification technology with home design, thereby enhancing consumer awareness and acceptance of whole-house water purification [3][8] - The Space Master series of whole-house water purification products has achieved significant sales growth, with offline channel sales increasing by 57% year-on-year during the festival, indicating strong market demand [1][12] Group 2 - Angel's innovative approach includes the development of a patented AI smart multi-way valve, which reduces the size of traditional systems by 45%, allowing for easier installation in smaller homes [10] - The Space Master M7 series and Mini soft water machine have achieved market shares of 18% and 13% respectively in the Chinese mainland market, earning recognition as the top-selling central water purification and soft water machine products [12] - The company plans to continue expanding its presence in core cities and enhancing consumer experiences, aiming to integrate whole-house water purification into more households' daily lives [12]

Market Overview - The Hong Kong stock market experienced a decline on the last trading day of June, with the Hang Seng Index closing down 0.87% at 24,072.28 points, while the Hang Seng China Enterprises Index and the Hang Seng Tech Index fell by 0.96% and 0.72% respectively [1][2] - Despite the decline on the last day, the Hong Kong stock market ended June positively, with the Hang Seng Index, Hang Seng China Enterprises Index, and Hang Seng Tech Index recording gains of 3.36%, 2.92%, and 2.56% respectively for the month, and 20%, 19.05%, and 18.68% year-to-date [2][3] Sector Performance - Large technology stocks showed mixed performance, with Xiaomi and NetEase rising over 1%, while Meituan and Alibaba fell by over 3% and 2% respectively [5][6] - The new consumption sector saw a collective rise, while military stocks remained strong throughout the day. Consumer electronics and biomedicine stocks also performed well [3][8] - The gold and precious metals sector faced declines, with major companies like Long Resources and Zijin Mining dropping over 3% and 2% respectively, as spot gold prices fell below $3,260 per ounce [10] Investment Trends - The cryptocurrency sector saw significant gains, with New Fire Technology Holdings surging over 31%, and other related stocks like Guotai Junan International and OK Blockchain rising by over 13% and 12% respectively, following legislative developments regarding stablecoins in the U.S. and Hong Kong [6][7] - The pharmaceutical outsourcing sector experienced notable increases, with companies like Zhaoyan New Drug and Tigermed rising over 12% and 7% respectively, driven by regulatory changes aimed at expediting clinical trial approvals [8] - Aerospace and defense stocks were active, with companies like Mainland Aviation Technology Holdings and AVIC rising by over 6% and 4% respectively, as global military trade demand increases amid geopolitical tensions [9] Capital Flows - Southbound capital saw a net inflow of HKD 5.22 billion, with significant contributions from both Shanghai and Shenzhen stock connect [12] Future Outlook - Standard Chartered Wealth expressed concerns over potential downward risks for the Hong Kong market, including geopolitical uncertainties in the Middle East and inflation-related worries, while setting a target of 25,500 points for the Hang Seng Index over the next 12 months [14]

智通财经APP获悉，港股三大指数全天震荡走弱，尾盘跌幅有所扩大。截止收盘，恒生指数跌0.87%或 211.87点，报24072.28点，全日成交额为2422.34亿港元；恒生国企指数跌0.96%，报8678.3点；恒生科 技指数跌0.72%，报5302.82点。今年上半年，恒指累涨20%；国指累涨19.05%；恒科指累涨18.68%。 光大证券指出，短期在流动性较难继续放松的背景下，结合A股财报披露扰动、中美关系仍有不确定性 等事件对风险偏好可能有所压制，港股市场可能呈现震荡走势。长期来看，港股整体盈利能力相对较 强，同时互联网、新消费、创新药等资产相对稀缺，结合当前估值仍偏低，长期配置性价比仍较高。 蓝筹股表现 理想汽车-W(02015)领跌蓝筹。截至收盘，跌3.25%，报107港元，成交额17.31亿港元，拖累恒指7.9 点。理想汽车公布，公司现预计将在2025年第二季度交付约108,000辆汽车，其此前发布的交付量展望 为123,000至128,000辆。理想汽车表示，该调整体现了公司为长远发展而升级销售体系所带来的短暂影 响。公司有信心，在理想i8上市前完成组织升级的工作，以更好的组织能力迎接新的产品 ...

作为全球奢侈品行业的翘楚，LVMH汇集七十多家知名品牌，业务遍及5大商业领域，旗下时装与皮革品牌包括：Louis Vuitton、Christian Dior、Loewe、 Celinei等；酒类品牌包括Moët&Chandon、轩尼诗等；香水及化妆品品牌包括娇兰、Dior；钟表及珠宝品牌如Tiffany&Co.、宝格丽珠宝等；以及精品零售 品牌丝芙兰等。然而，这家奢侈品巨头正受到奢侈品行业急剧下滑的冲击。 "历史性危机" 伯纳德·阿尔诺（Bernard Arnault），这位76岁的掌舵人凭借铁腕管控建立起的850亿欧元商业帝国。目前，LVMH正经历其执掌集团36年来最严峻的行业 衰退，这家曾腾飞的巨头如今困境重重。 当3640亿欧元规模的个人奢侈品行业潮水迅速衰退，爱马仕等竞争对手展现出更强的韧性时，LVMH的软肋则尽显。对于手握路易威登、迪奥高级定制、 酩悦香槟等顶级品牌的LVMH来说，所有迹象都预示形势可能进一步恶化。 海外媒体分析指出，LVMH的困局部分源于自身失误——并购狂潮使其吞下超75个品牌导致管理臃肿，而继任计划的缺失正加剧投资者焦虑。 "自从我们研究LVMH二十年来，从未见过如此密集的警示 ...

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份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。 HERALD HOLDINGS LIMITED 興利集團有限公司* (於百慕達註冊成立之有限公司) | | | 二零二五年 | 二零二四年 | | --- | --- | --- | --- | | | 附註 | 港幣千元 | 港幣千元 | | 收入 | 3 及 4 | 703,704 | 711,337 | | 銷售成本 | | (499,192) | (551,059) | | 毛利 | | 204,512 | 160,278 | | 其他收入 | 5 | 14,694 | 15,213 | | 其他收益淨額 | 5 | 15,480 | 856 | | 分銷費用 | | (12,785) | (11,140) | | 行政費用 | | (179,959) | (173,984) | | 投資物業重估虧損淨額 | | (10,978) | (7,465) | | 經營溢利/（虧損） | | 30,9 ...