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SoundHound AI (SOUN) Moves 9.2% Higher: Will This Strength Last?
ZACKS· 2025-07-01 13:46
SoundHound AI, Inc. (SOUN) shares ended the last trading session 9.2% higher at $10.73. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 2.8% loss over the past four weeks.SoundHound AI’s recent stock rally likely reflects investor enthusiasm fueled by the broader surge in artificial intelligence stocks and growing confidence in the company’s voice-AI capabilities. With expanding applications across the automotive a ...
俄国防部:坠毁战机为苏-34 机组人员弹射逃生
news flash· 2025-07-01 13:36
智通财经7月1日电,据央视新闻,当地时间7月1日,俄罗斯国防部确认,一架苏-34战斗机在下诺夫哥 罗德州结束训练飞行任务准备降落时,起落架释放系统出现故障,机组人员在飞行中尝试修复故障未 果。根据飞行指挥员的指令,机组人员将飞机飞行至安全区域后弹射安全逃生。此前有报道称失事飞机 型号为苏-27,俄罗斯国防部在发布的信息中确认战机为苏-34。该飞机并未携带作战武器,坠毁也未导 致地面设施受损。 俄国防部:坠毁战机为苏-34 机组人员弹射逃生 ...
标普500指数低开17.70点,跌幅0.29%,报6187.25点;道琼斯工业平均指数低开33.28点,跌幅0.08%,报44061.49点;纳斯达克综合指数低开79.12点,跌幅0.39%,报20290.61点。
news flash· 2025-07-01 13:36
标普500指数低开17.70点,跌幅0.29%,报6187.25点; 道琼斯工业平均指数低开33.28点,跌幅0.08%,报44061.49点; 纳斯达克综合指数低开79.12点,跌幅0.39%,报20290.61点。 ...
贝泰妮(300957) - 2025年6月投资者关系活动记录表
2025-07-01 13:36
投资者关系活动记录表 编号:2025-005 证券代码:300957 证券简称:贝泰妮 云南贝泰妮生物科技集团股份有限公司 | 投 资 者 关 系 活 | □特定对象调研 分析师会议 | | --- | --- | | 动类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 路演活动 | | | 现场参观 | | | □其他 | | 参与单位名称 | Morgan Stanley、Goldman Sachs、贝莱德基金、瑞银资管、 | | | 富国基金、嘉实基金、中金基金、博时基金、工银安盛资管、 | | | 淡水泉(北京)投资管理有限公司、银华基金、长信基金、天 | | | 弘基金、新华基金、汇丰晋信基金、中信建投基金、泰康资 | | | 产、华宝基金、招商基金等 120 家机构 | | 时间 | 2025 年 6 月 | | 地点 | 线上、线下交流 | | 上 市 公 司 接 待 | 1、副总经理、财务总监、董事会秘书王龙 | | 人员姓名 | 2、投资者关系负责人张圣烨 | | | 3、IR 王广熙 | | | Q:公司近期在原料备案上有什么进展? | | --- | --- | | | ...
半导体+光刻机+CPO+PCB,最新利好梳理(附名单)
Xin Lang Cai Jing· 2025-07-01 13:36
(转自:金融小博士) 近年来,得益于人工智能的高速发展,AI算力需求持续飙升,半导体芯片行业也呈现同步上行的态 势。 从半导体行业一线来看,不论是算力芯片还是存储芯片,亦或是汽车芯片,都处于高速增长阶段,国产 自主可控在中低端领域好消息不断,但在高端芯片领域仍有较大的空间。 芯片需求的增长带动了整个半导体产业链的发展,从光刻机到薄膜沉积设备、离子注入机等半导体设 备,再到光刻胶等半导体材料,以及共封装光学和先进封装,每一个细分领域都迎来了新的增长契机。 未来,伴随着人工智能、人形机器人和新能源汽车的发展,对于芯片的需求将是源源不断的,值得大家 持续关注。 本期将全面梳理半导体上下游各个细分领域,根据业务的关联度,筛选出具有代表性的公司,供大家做 进一步研究参考。 一、光刻机:突破"卡脖子"的关键环节 | 代表企 | 核心优势 | 投资亮点 | | --- | --- | --- | | 业 | | | | 茂莱光 | 光刻机光学镜头核心供应商,照明/投影系统精度达 | 国内市占率62%,2025Q1新增光刻机订单 | | 学 | 0.5nm RMS | 超3亿元 | | 福晶科 | 光刻机激光晶体核心供应商, ...
公募基金半程业绩放榜 两基金经理揭秘投资背后的感悟与挑战
Sou Hu Cai Jing· 2025-07-01 13:35
Wal H 4 l 记者 洪小棠 2025年上半程收官,此间,国内权益资产较为分化,小盘股表现突出。再看公募基金,主动权益基金业绩较好,小盘、成长风格基金表现更佳;被动权益基 金中,港股主题基金收益率较高。 2025年上半年的基金业绩榜,成为基金经理认知差异的检验场。 诺安精选价值混合基金的基金经理唐晨则表示,股票市场上没有新鲜事,"周期思维"才是长久的赛道。 所以,在唐晨看来,投资会遵循产业发展的自身规律和产品的生命周期。 "通常来讲,股票市场的价格发现功能并不是与之同步,这就给我们带来了捕捉'低估'、获取'价值重估'的机会,特别是对于科技属性、价值释放非线性的领 域。因此,从我接手诺安精选价值以后,一直就把创新药作为这个产品组合的核心方向。"唐晨称。 看似迥异的方法论,在各自赛道获得了验证。Wind数据显示,在全市场业绩TOP10基金中,有七只为医药主题基金,消费主题产品最佳业绩占据了三分之 一。 业绩验真 回顾上半年,A股市场表现分化,小盘股指数表现突出,港股市场涨势良好。上证指数上涨2.76%,沪深300指数上涨0.03%,中证2000指数上涨15.24%,科 创50指数上涨1.46%;恒生指数上涨2 ...
中石油申请钻井作业能源优化方法及装置专利,实现能源的智能管理
Sou Hu Cai Jing· 2025-07-01 13:35
中国石油集团川庆钻探工程有限公司,成立于2008年,位于成都市,是一家以从事石油和天然气开采业 为主的企业。企业注册资本1160000万人民币。通过天眼查大数据分析,中国石油集团川庆钻探工程有 限公司共对外投资了12家企业,参与招投标项目3364次,专利信息4114条,此外企业还拥有行政许可31 个。 来源:金融界 金融界2025年7月1日消息,国家知识产权局信息显示,中国石油天然气集团有限公司;中国石油集团川 庆钻探工程有限公司申请一项名为"一种钻井作业能源优化方法及装置"的专利,公开号 CN120231524A,申请日期为2023年12月。 天眼查资料显示,中国石油天然气集团有限公司,成立于1990年,位于北京市,是一家以从事石油和天 然气开采业为主的企业。企业注册资本48690000万人民币。通过天眼查大数据分析,中国石油天然气集 团有限公司共对外投资了113家企业,参与招投标项目5000次,财产线索方面有商标信息1446条,专利 信息5000条,此外企业还拥有行政许可28个。 专利摘要显示,本发明提供了一种钻井作业能源优化方法及装置,所述方法包括以下步骤:利用动力电 缆连接储能系统与钻井供电系统,并在 ...
海拍客冲刺港股 20亿负债下如何破局
Bei Jing Shang Bao· 2025-07-01 13:35
业内人士指出,海拍客"平台+自营"的双轨模式存在隐患,自营业务的拓展虽有助于提升市场份额,但也加重了库存管理与资金周转压力。同时,公司聚焦 的低线城市消费者,价格敏感度高且消费升级滞后,会影响海拍客高毛利产品的销售,而母婴垂直电商本身用户群体较小,获客成本高,也难以与综合电商 平台竞争。 母婴电商平台海拍客近日递交港股上市申请,以10.1%的市占率领跑下沉市场,却深陷增收不增利的困境。招股书显示,其2024年营收10.32亿元,净亏损却 扩大至7883万元,负债净额更是达到了20亿元。在蜜芽关停、可优比大幅裁员的行业洗牌期,面对京东、阿里等巨头的下沉攻势,海拍客的上市之路仍面临 挑战。 负债20亿元 冲刺港股 6月30日,母婴电商企业Yangtuo Technology Inc.海拍客向港交所主板递交上市申请,中信证券为其独家保荐人。招股书显示,公司通过轻资产运营的海拍客 平台,链接超4200家供应商与覆盖全国3000个县域的29万家采购商,构建家庭护理及营养品的供应链生态闭环,推动下沉市场消费升级。 2015年,天猫国际创始人赵晨创立海拍客。早期以"B2B2C"模式切入母婴海淘赛道,即上游对接品牌商、下游连 ...
L.B. Foster Increases Borrowing Capacity & Extends Maturity Date
ZACKS· 2025-07-01 13:35
Key Takeaways FSTR extends its revolving credit facility maturity date to June 27, 2030, with improved terms. The amendment raises FSTR's borrowing capacity to $150 million and lowers overall finance costs. FSTR gains more financial flexibility to support growth in Rail Technologies and Precast Concrete platforms.L.B. Foster Company (FSTR) has announced that it entered into a Fifth Amended and Restated Credit Agreement, which includes several key enhancements. This includes, among other things, extending ...
暑期旅游预订高峰到来 多家平台租车自驾订单大增
Zheng Quan Shi Bao Wang· 2025-07-01 13:35
Group 1: Summer Travel Trends - The peak of summer travel bookings has begun, with significant year-on-year increases in bookings for flights, hotels, tickets, and car rentals [1] - Long-distance travel consumption has increased by 7 percentage points compared to the same period last year, with the Northwest, Northeast, and Southwest regions being popular destinations for summer vacations [1] - The family travel segment, particularly with children, constitutes 60% of summer travelers, indicating a strong demand for family-oriented travel experiences [1] Group 2: Booking Insights - Tuniu's latest booking data shows that the first wave of summer travel peaked on June 28, with travel demand expected to continue until mid-August [1] - Domestic long-distance travel and short-distance outbound travel are particularly popular, accounting for 45% and 23% of travel volume, respectively [1] - University students are the fastest-growing demographic among travelers, with a 77% increase in travel volume compared to last year [1] Group 3: Popular Destinations and Activities - Popular attractions for family travelers include Shanghai Disneyland, Beijing Universal Resort, Chengdu Research Base of Giant Panda Breeding, Badaling Great Wall, and Zhangjiajie National Forest Park [1] - Theme parks are leading in popularity among family travel themes, with significant bookings for parks like Chimelong Ocean Kingdom and Shanghai Disneyland [2] - Coastal destinations such as Sanya, Qingdao, and Dalian are favored by families seeking water activities during the summer [2] Group 4: Quality Travel Trends - There is a notable trend towards quality travel, with bookings for high-star hotels increasing by over 20% year-on-year [3] - Hotel packages that include dining and entertainment have seen a 25% increase in booked nights compared to last year [3] - Car rental bookings for self-driving tours have surged by 64% year-on-year, reflecting a growing preference for flexible travel options [3] Group 5: Car Rental and Self-Driving Trends - Car rental platforms report a continued rise in self-driving travel, with domestic orders expected to increase by nearly 40% year-on-year [4] - The demand for mid-to-long-distance self-driving orders has grown by 48%, indicating a shift towards deeper travel experiences [4] - The acceptance of electric vehicles has significantly increased, with orders for pure electric cars projected to surge by 148% [4] Group 6: International Travel Insights - There is a steady increase in outbound travel bookings, with a 13.5% year-on-year growth in self-driving travel abroad since June [5] - Countries like Italy, France, and Sweden have seen substantial increases in self-driving demand, with growth rates of 35%, 40%, and 94% respectively [5] - The senior demographic (60 years and older) shows a growing interest in self-driving travel, with an 8.6% increase in demand compared to younger travelers [5]