Group 1 - The investment strategy focuses on turnarounds in natural resource industries with a typical holding period of 2-3 years, emphasizing value for downside protection and upside participation [1][4] - The portfolio has achieved a compounded annual growth rate of 29% over the last 6 years [1] - Sprott Inc. is a North American investment company specializing in natural resource investments, with approximately 50% of assets under management (AUM) in gold, 25% in silver, and 25% in critical materials, primarily uranium-related products [3] Group 2 - The investing group targets companies with quality characteristics that are trading at depressed valuations, allowing for participation in the upside of natural resource investing while minimizing extreme drawdowns [4] - Current focus on natural resource industries is driven by monetary and fiscal policies, underinvestments, and attractive valuations [4]

波士顿咨询公司(BCG)中国区主席廖天舒表示，中国消费市场处在修复和提振过程中，消费品以旧换新 起到了带动作用。她表示，目前以旧换新鼓励的还是一些低频购买，比如电子产品、家电、家具等，希 望出台鼓励高频消费或发展服务业的举措，以及帮扶有孩家庭、低收入和大学生群体的措施，进一步释 放消费潜能。她表示，"下半年如果有这样的利好政策出台的话，我们对今年的消费潜力还是非常看 好。(中国日报) ...

Group 1 - Snap Inc. has experienced a significant decline, down over 40% in the past year [1] - The company faces challenges from the rise of TikTok and changes in Apple's privacy policy [1] - Despite these headwinds, there are indications of recent positive developments for Snap Inc. [1]

美国六月新增14.7万岗位远超预期，历史数据大幅上修 在昨日意外录得负3.3万人的"爆冷"表现后，市场普遍对今日的非农就业报告做好了最坏打算，甚至有传言称新增岗位可能跌破10万，至9.6万人，远低 于10.6万人的市场共识，引发了对"滞胀型衰退"的担忧。然而，事实再次证明ADP可能只是"虚晃一枪"。 美国劳工统计局公布的数据显示，上个月非农就业人数增加14.7万人，不仅大幅超出10.6万人的市场预期中值，也高于向上修正后的五月数据（14.4万 人）。其中，州和地方政府就业的显著增长，私人部门就业仅增加7.4万人，创下去年十月以来的最低增幅，这主要归因于医疗保健行业的招聘放缓。 在媒体调查的79位经济学家中，只有加拿大丰业银行的Derek Holt一人预测到了更高的数字（16万人），其余所有预测值均低于14.7万人。 美国6月非农就业人口增加 14.7万人，预期 10.6万人，4月和5月非农就业人数合计上修1.6万人。 美国劳动力市场展现出强劲韧性。六月份美国就业增长连续第四个月超出预期，失业率进一步下降。这可能促使美联储在决定下一步利率行动时采取更 为谨慎的态度。 更值得关注的是，与此前"拜登传统"的下修不同 ...

第一，特朗普为啥急眼？他原以为日本最好拿捏——亲自下场谈判，见面20分钟就发推"重大进展"，结 果日本死活不松口。更打脸的是，日本现在学中国玩硬气：农业不让步、汽车关税不妥协，甚至拿"中 国反制"当榜样。说好的"小弟乖乖交保护费"剧本呢？ 第二，日本为啥突然硬气？不是石破茂头铁，是真没法退：退一步，农民上街抗议；退两步，中国贸易 断不得（毕竟大陆是日本最大金主）；退三步，"广场协议"的惨痛回忆还在呢！更骚的是，日本为表忠 心，竟给美国出馊主意："我们回收废旧家电搞稀土对抗中国！"——美国内心OS：你逗我？稀土最后 不还得找中国买？ （完） PS： 建议日本下次谈判前先读读《论持久战》，毕竟，拖到特朗普推特崩盘也是一种胜利。 特朗普又双叒掀桌子了！这次倒霉的是日本——7月1日，他威胁要把对日关税从24%飙到35%，理由 很"特朗普"："日本不买美国大米和汽车，却在狂卖自家货，这不公平！" 日本首相石破茂第二天直接回怼："日本是美国最大海外金主，创造了最多的美国就业，加关税不如好 好做生意！"但特朗普会听吗？显然不会。毕竟在他眼里，盟友≈提款机。 第三，最后谁会怂？别看日本现在嘴硬，历史经验表明，它最后大概率"滑 ...

Group 1: Zacks Premium Overview - Zacks Premium offers various tools for investors to enhance their stock market engagement and confidence, including daily updates on Zacks Rank and Industry Rank, access to the Zacks 1 Rank List, Equity Research reports, and Premium stock screens [1] - The service also includes Zacks Style Scores, which are designed to assist investors in selecting stocks with the highest potential to outperform the market in the short term [2] Group 2: Zacks Style Scores Breakdown - The Style Scores consist of four categories: Value Score, Growth Score, Momentum Score, and VGM Score, each targeting different investment strategies [3][4][5][6] - Value Score focuses on identifying undervalued stocks using various financial ratios [3] - Growth Score assesses a company's financial health and future growth potential based on earnings and sales projections [4] - Momentum Score evaluates stocks based on recent price trends and earnings estimate changes to identify favorable buying opportunities [5] - VGM Score combines all three Style Scores to provide a comprehensive assessment of stocks based on value, growth, and momentum [6] Group 3: Zacks Rank and Style Scores Interaction - The Zacks Rank is a proprietary model that leverages earnings estimate revisions to guide investors in building successful portfolios [7] - Stocks rated 1 (Strong Buy) have historically achieved an average annual return of +25.41% since 1988, significantly outperforming the S&P 500 [8] - To maximize returns, investors should prioritize stocks with a Zacks Rank of 1 or 2 that also possess Style Scores of A or B [9] - Stocks with lower ranks but high Style Scores may still face risks if their earnings forecasts are declining [10] Group 4: Company Spotlight - Barrick Mining - Barrick Mining Corporation, headquartered in Toronto, is one of the largest gold mining companies globally, with extensive exploration and development projects across five continents [11] - The company holds a 3 (Hold) Zacks Rank and a VGM Score of A, indicating a solid position in the market [11] - Barrick Mining's Value Style Score is A, supported by a forward P/E ratio of 11.36, making it attractive to value investors [12] - Recent upward revisions in earnings estimates by six analysts have increased the Zacks Consensus Estimate for fiscal 2025 to $1.87 per share, with an average earnings surprise of 12.5% [12]

7月2日，记者实地探访充电宝电芯生产商安普瑞斯工厂，发现其厂区内较为安静，未见大规模生产迹 象。两名供应商向记者透露，安普瑞斯部分产线已于6月下旬停产，公司尚欠他们数百万元货款未付。 记者致电安普瑞斯官网及行政人员，均未能获得有效回应。此外，无锡市市场监督管理局工作人员表 示，目前能够明确的是，市监局还在调查过程中。(每日经济新闻) ...

音频由扣子空间生成 数十年来，美国金融市场一直被视为全球最具吸引力的资本目的地之一，而股市回报通常也佐证了这一声誉。 但时间来到2025年，特朗普政府的关税政策、对美国政府债务飙升的担忧，以及美元失控式的贬值，让"美国例外论"可 能终达顶峰的说法开始流行。 德国、中国香港等地的股市今年飙升，将美国同行甩在身后——尽管标普500指数从4月关税引发的抛售中创纪录反弹， 已在一定程度上缩小了差距。但一位华尔街策略师警告，投资者不应过度解读这些短期波动。 AI播客：换个方式听新闻 下载mp3 牛津大学研究数据显示，美国拥有26个AI计算数据中心，数量居全球之首（中国22个、欧盟28个、其他亚洲国家合计25 个）。 生产力领跑 美国劳动者堪称生产力巨头，2014年以来生产率提升17%，而欧元区和英国分别仅为5%和6%，加拿大则陷入停滞。辛格 指出，人工智能可能进一步增强劳动者高效完成任务的能力。 财富集中度 尽管数十年最严重的通胀浪潮挤压了数百万美国人的预算，但美国仍是全球最易创造巨额财富的地方之一：瑞银美国财 富管理最新报告显示，全球35%的财富集中于此，该国的百万富翁占全球的近40%。 四大核心优势支撑长期价值 F ...

Key Takeaways IBM Concert will help Deutsche Telekom automate security and patch management across hybrid cloud. The solution reduces patching time from 90 minutes to 20 minutes by using AI from the Watsonx platform. Despite AI traction, IBM faces margin pressure, high valuation and stiff competition from AWS and Azure.International Business Machines Corporation (IBM) recently announced that Deutsche Telekom AG (DTEGY) will deploy the IBM Concert solution to improve overall efficiency. This AI-powered aut ...

Molina (MOH) has been beaten down lately with too much selling pressure. While the stock has lost 18.3% over the past four weeks, there is light at the end of the tunnel as it is now in oversold territory and Wall Street analysts expect the company to report better earnings than they predicted earlier.We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillator that measures the speed and change of price mov ...