Key Takeaways LAMR shares climbed 18.4% in three months, outpacing the industry growth of 10.1%. The expansion of digital billboards and recent acquisitions support long-term growth. Five-year annualized dividend growth of 24.17% and active buybacks lift investor confidence.Lamar Advertising (LAMR) shares have risen 18.4% in the past three months compared with its industry’s growth of 10.1%.The company’s impressive footprint of outdoor advertising assets across the United States and Canada positions it we ...

近日，北京市经济和信息化局正式公布了2025年北京市先进级智能工厂（第一批）名单，悦康药业集团 凭借在智能制造体系的卓越表现成功入选，彰显其在医药智能制造领域的深厚实力与行业引领地位。 此次评选是北京市落实工信部等六部门《智能工厂梯度培育行动实施方案》的关键举措，历经企业申 报、各区推荐、专家评审、社会公示等严格程序，最终确定入选名单。悦康药业作为中国医药工业百强 企业，脱颖而出，为行业树立了智能制造标杆。 "药品质量只有一百分，九十九分等于零"，这一质量理念在悦康药业智能工厂中以科技手段深入贯彻。 自2011年起，悦康药业生产线及厂区多次通过欧盟GMP、日本JGMP认证，以国际高标准严格要求自 身。 在智能制造基础上，悦康药业积极迈向数智融合新阶段。2024年初，悦康药业与华为达成全面战略合 作，双方在数字化转型、管理体系升级、智慧工厂建设、创新研发、供应链一体化、数字化营销等多领 域协同合作，助推悦康药业数智化水平提升，向"数智驱动型"企业加速转型升级。 荣获"2025年北京市先进级智能工厂"称号是悦康药业发展的重要里程碑。站在新起点，悦康药业将持续 投入技术革新，提升药品质量，守护百姓生命健康，推动中国 ...

证 券 研 究 报 告 汽车行业跟踪报告 2Q 板块财报前瞻：2Q25 销量高增，板块财 推荐（维持） 务增长预期乐观 乘用车销量：预计 2Q25 批发、零售均实现两位数左右同环比增长 行业研究 华创证券研究所 证券分析师：张程航 电话：021-20572543 邮箱：zhangchenghang@hcyjs.com 执业编号：S0360519070003 证券分析师：李昊岚 邮箱：lihaolan@hcyjs.com 执业编号：S0360524010003 行业基本数据 | | | 占比% | | --- | --- | --- | | 股票家数(只) | 232 | 0.03 | | 总市值(亿元) | 51,073.47 | 4.91 | | 流通市值(亿元) | 32,514.94 | 3.97 | 相对指数表现 | % | 1M | 6M | 12M | | --- | --- | --- | --- | | 绝对表现 | -0.7% | 12.4% | 33.6% | | 相对表现 | -3.4% | 9.2% | 20.1% | 汽车 2025 年 07 月 04 日 -9% 9% 27% 45 ...

证券研究报告 2025 年 7 月 4 日 湘财证券研究所 行业研究 电子行业 2025 年度中期策略 端侧 AI 继续升级，ASIC 需求景气高企 相关研究： 1.《小米发布AI眼镜，功能超越 Ray-Ban Meta》 2025.06.27 2.《鸿蒙6.0开发者版本发布，端 侧AI再升级》 2025.06.23 3.《Marvell上调算力ASIC市场规 模预期，算力ASIC需求强劲》 2025.06.21 行业评级：增持（维持） 近十二个月行业表现 % 1 个月 3 个月 12 个月 相对收益 5.28% 0.18% 22.70% -20.00% 0.00% 20.00% 40.00% 60.00% 24-07 24-08 24-09 24-10 24-11 24-12 25-01 25-02 25-03 25-04 25-05 25-06 25-07 电子(申万) 沪深300 注：相对收益与沪深 300 相比 分析师：李杰 证书编号：S0500521070001 Tel：(8621) 50293525 Email：lijie5@xcsc.com 地址：上海市浦东新区银城路88号 中国人寿金融中心10 ...

Core Viewpoint - The Singapore High Court has ordered Dynamic Treasure Group Ltd to return a 15.5% stake in SMCP to European Topsoho S.à r.l. This order must be complied with within one week of notification, although it remains subject to potential appeal [1][2]. Group 1: Company Overview - SMCP is a global leader in the accessible luxury market, featuring four Parisian brands: Sandro, Maje, Claudie Pierlot, and Fursac. The company operates in 53 countries and has over 1,600 stores globally, along with a strong digital presence [3]. - The company is led by CEO Isabelle Guichot and was founded by Evelyne Chetrite and Judith Milgrom in Paris in 1984 and 1998, respectively. Claudie Pierlot and Fursac were acquired by SMCP in 2009 and 2019 [3]. - SMCP is listed on the Euronext Paris regulated market, with the ISIN Code FR0013214145 and ticker SMCP [3].

Core Viewpoint - Momentum investing focuses on "buying high and selling higher," contrasting with traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Characteristics - Momentum investing can be risky as stocks may lose momentum when their valuations exceed future growth potential, leading to potential losses for investors [2] - A safer approach involves investing in bargain stocks that exhibit recent price momentum, utilizing tools like the Zacks Momentum Style Score to identify such opportunities [3] Group 2: Cardlytics (CDLX) Analysis - Cardlytics (CDLX) has shown a four-week price change of 10.7%, indicating strong recent price momentum and growing investor interest [4] - Over the past 12 weeks, CDLX has gained 32.9%, demonstrating its ability to deliver positive returns over a longer timeframe [5] - CDLX has a beta of 1.21, suggesting it moves 21% more than the market in either direction, indicating fast-paced momentum [5] - The stock has a Momentum Score of B, suggesting it is an opportune time to invest in CDLX to capitalize on its momentum [6] - CDLX has a Zacks Rank 2 (Buy) due to upward revisions in earnings estimates, which typically attract more investor interest [7] - The stock is trading at a Price-to-Sales ratio of 0.36, indicating it is undervalued, as investors pay only 36 cents for each dollar of sales [7] Group 3: Additional Investment Opportunities - Besides CDLX, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting further investment opportunities [8] - Investors can explore over 45 Zacks Premium Screens tailored to different investing styles to identify potential winning stocks [9]

Core Viewpoint - The article emphasizes the importance of identifying sustainable trends in stock prices for short-term investing, highlighting that while price movements can be profitable, they can also reverse quickly, leading to potential losses [1][2]. Group 1: Stock Performance - Life360 (LIF) has shown a significant price increase of 93.2% over the past 12 weeks, indicating strong investor interest and potential upside [4]. - The stock has maintained a price increase of 0.8% over the last four weeks, suggesting that the upward trend is still intact [5]. - LIF is currently trading at 96% of its 52-week high-low range, indicating it may be on the verge of a breakout [6]. Group 2: Fundamental Strength - LIF holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, which are critical for near-term price movements [6][7]. - The Average Broker Recommendation for LIF is also 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term price performance [7]. Group 3: Investment Strategy - The "Recent Price Strength" screen is a useful tool for investors looking to identify stocks with strong upward trends supported by solid fundamentals [3][8]. - The article suggests that there are multiple stocks passing through this screen, indicating a broader opportunity for trend-based investing [8].

Core Viewpoint - The article emphasizes the importance of timing and sustainability in stock trends for successful short-term investing, highlighting the need for strong fundamentals to maintain momentum in stock prices [1][2]. Group 1: Stock Performance - The ONE Group Hospitality, Inc. (STKS) has shown a significant price increase of 80% over the past 12 weeks, indicating strong investor interest [4]. - In the last four weeks, STKS has experienced a price increase of 47.8%, suggesting that the upward trend is still intact [5]. - STKS is currently trading at 90.5% of its 52-week high-low range, indicating a potential breakout [5]. Group 2: Fundamental Strength - STKS holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises [6]. - The stock has an Average Broker Recommendation of 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term price performance [7]. Group 3: Investment Strategy - The "Recent Price Strength" screen is a useful tool for identifying stocks like STKS that are on an uptrend supported by strong fundamentals [3]. - The article suggests that there are multiple stocks passing through the "Recent Price Strength" screen, providing additional investment opportunities [8].

国民经略 . 以下文章来源于国民经略 ，作者凯风 谁是人均GDP第一省？ 我国有省级行政区34个，包括4个直辖市，不宜与普通省份同等比较。 在这里，读懂中国经济、城市和楼市 本文来自微信公众号： 国民经略 ，作者：凯风，题图来自：AI生成 不以GDP总量简单论英雄。 人均GDP、人均收入，是衡量一地真实发展水平的重要指标。 人均GDP代表的是财富创造能力，人均收入衡量的是居民收入水平。 只有人均GDP、人均收入"双高"，才是真正的"民富"之地。 抛开京津沪，人均GDP最高的是江苏 （16.3万元） ，站上发达经济体2万美元的门槛。 最低则是西北的甘肃，仅为5.3万元，约为江苏的1/3，相当于10年前全国平均水平。 这是2024年全国内地各省份人均GDP排行： 总体来看，人均GDP最高的5个省：江苏、福建、浙江、广东、内蒙古。 最低的5个省：甘肃、黑龙江、广西、贵州、吉林。 其一，江浙比广东更富裕，并不出人意料。 同为发达地区，江苏、浙江发展相对均衡，江苏"十三太保"全部跻身百强市，民富指数相对较高。 与之对比，广东地理环境多样，既有富可敌国的珠三角，也有广袤的粤东西北，存在一定短板。 其二，内蒙古人均GDP何 ...

以下文章来源于AGI接口 ，作者丸都山 AGI接口 . AI卷起的财富风暴。 出品 | 虎嗅科技组 作者 | 丸都山 编辑 | 苗正卿 在这场国产GPU的冲刺中，摩尔线程与沐曦的创始团队皆堪称豪华。摩尔线程创始人张建中，曾 担任英伟达全球副总裁并执掌中国区业务，对GPU行业的全球格局和市场需求有着深刻的洞察； 沐曦创始人陈维良来自AMD，曾主导AMD数代核心产品的研发工作，对GPU架构设计和技术演进 有着深厚的专业造诣。 身处国产GPU热潮之中，又有明星创始团队光环加持，两家公司在资本市场备受追捧，早早就已 进入了"独角兽"行列。上市前，摩尔线程Pre-IPO投前估值已经达到246.2亿元，沐曦也超过了210 亿元。 在这样的背景下，行业内关于谁是"中国英伟达"的争议也愈发甚嚣尘上，但就从两家公司披露的 招股书信息来看，讨论这个问题实在为时过早。 作为国内最具潜力的GPU公司，摩尔线程与沐曦的所反映出的也是这个赛道的现状——从"可 用"到"好用"，国产GPU还有相当长的一段路要走。 头图 | 视觉中国 6月30日，摩尔线程与沐曦两家国产GPU公司在同一天递交科创板IPO申请，正式吹响冲刺上市的 号角。 亏损不 ...