#热点观察家# 中国一出手管控稀土，全球企业可炸开了锅！美国军工巨头洛克希德·马丁急得直跳脚，特斯拉的超级工厂差点停摆，连印度汽车行业都传出库存耗尽的消 息。这场没有硝烟的战争，让全世界都看清了中国稀土的"硬核实力"。 那么问题就来了，既然稀土这么重要，现在把稀土挖光了，子孙后代怎么办？能不能只输出提炼技术不开采稀土呢？我觉得咱们现在必须居安思危，现在如 果不留一手，将来难免会让子孙后代背锅啊！ 先来看看这波管控对全球企业的冲击，今年4月4号，商务部一纸公告直接卡住了7类中重稀土的出口。这些元素可都是"工业维生素"里的精华，美国F-35战 斗机的雷达系统，特斯拉电动车的永磁电机，就连欧洲海上风电项目的涡轮机都得大量使用稀土。更绝的是，中国不仅控制开采，还垄断了全球93%的稀土 深加工能力。就像美国《华尔街日报》说的，就算其他国家挖到稀土矿，最后还得乖乖送到中国来加工。 这招"精准打击"直接戳中了美国的七寸，美国70%的稀土化合物进口来自中国，超1000种武器系统的供应链依赖中国供应商。最惨的是洛克希德·马丁，他 们生产的"爱国者"导弹和F-35战斗机，有87%的关键部件供应链都在中国。现在中国收紧出口，美国国 ...

赛事经济成为消费升级的"流量密码"。2025年一季度，全国体育娱乐用品类销售总额同比增长14.2%，远超社会消费品零售总额增速，印证了体育消费的爆 发力。以马拉松赛事为例，2025年3月全国举办32场赛事，参赛人数超42万，其中无锡马拉松直接带动周边产业效益5.05亿元，武汉马拉松吸引7万人次外地 跑者，消费总额近3亿元。赛事与城市文旅的深度绑定更催生"跟着赛事去旅行"新风尚——武汉马拉松串联20余处樱花打卡点，赛事期间赏花景区门票预订 量环比增长超5倍，赛道周边酒店预订量暴涨364%，赛事经济正从单一竞技场延伸为城市形象与消费场景的双重载体。 制造端与消费端的双向奔赴，则构建起体育产业的全链条生态。山东宁津作为全国最大商用健身器材生产基地，已形成"半小时配套圈"，产品占据国内70% 以上市场份额并远销170多个国家。而北京首钢园的改造堪称城市更新的典范：滑雪大跳台增设攀岩、滑道项目，冷却塔变身下沉式篮球公园，工业遗存与 运动场景的碰撞吸引大量运动爱好者。这种"旧瓶装新酒"的模式不仅盘活存量资产，更创造出日均客流量超千人的新型消费空间。 随着全民健身热潮席卷全国，体育产业正以多业态融合之势重塑消费生态，成为激 ...

5月登记私人住宅楼花按揭371宗，按月下跌93宗或20.0%。数字连跌2个月，累跌47.3%，创2024年12月 后近5个月新低。登记量较多的项目，汇都2期、皇都、黄金海湾2期珀岸等。 5月登记居屋、夹屋、租置计划按揭合约751宗，按月急升315宗或72.2%，为3个月高位。因为新居屋西 贡安秀苑及屯门兆翠苑陆续入伙承造按揭推高数字。 智通财经APP获悉，中原地产研究部高级联席董事杨明仪指出，2025年5月登记二手私人住宅现楼按揭 合约1356宗，按月轻微增加61宗或4.7%。新年后，买家恢复入市意欲，二手成交回升，按揭需求开始 逐渐增多。预期6月数字升至约1500宗水平，第二季将约有4100宗，料按季下跌15%。2月底财案放宽印 花税措施，港股造好重上24000点，拆息显著下跌，但贸易政策未明朗，二手楼市持续拉锯，对按揭的 需求将于第三季数字中反映。 2025年5月登记楼宇按揭合约(不包括楼花)4920宗，连跌2个月后回升，为近3个月高位。中银香港 (02388)承办的合约有1422宗，占28.9%；汇丰银行1005宗，占20.4%；恒生银行(00011)624宗，占 12.7%；工银亚洲410宗，占8.3 ...

Core Insights - High Wire Networks has expanded its strategic alliance with Fluency Security to enhance Overwatch's AI-driven SIEM and XDR capabilities, aiming for faster threat detection and smarter responses for MSP partners and their customers [1][3][6] Company Overview - High Wire Networks is a leading global provider of managed cybersecurity and IT enablement solutions, serving over 1,100 managed security customers worldwide through more than 200 channel partners [8][9] - The company has been recognized as a Top 15 Managed Security Service Provider in the Americas for 2024 by Frost & Sullivan and has made it to CRN's MSP 500 and Elite 150 lists for 2023 and 2024 [9] Strategic Developments - The integration of Fluency's next-generation platform into High Wire's Overwatch suite enhances the commitment to hyper-automated, intelligence-led threat defense for managed service providers [2][3] - The collaboration aims to reduce alert fatigue, minimize false positives, and provide contextual insights rapidly, thereby improving operational excellence for partners [5][6] Technological Advancements - Fluency Security's cloud-native design allows for faster data processing and intelligent action, which is crucial for MSP partners to protect clients effectively [4][5] - The combined capabilities of Fluency and Overwatch set a new benchmark for AI-native managed detection and response, addressing the industry's demand for quicker responses and smarter automation [7]

从中证港股通科技指数持仓的市场板块来看，香港证券交易所占比100.00%。 资料显示，中证港股通科技指数的样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第 二个星期五的下一交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相 同。在下一个定期调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。如果香港市 场新上市证券市值在指数样本股中排名前十，将在其进入港股通后的第十一个交易日快速进入指数。当 样本退市时，将其从指数样本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护 细则处理。当港股通范围发生变动导致样本不再满足互联互通资格时，指数将进行调整。 跟踪港股通科技的公募基金包括：景顺长城中证港股通科技联接C、景顺长城中证港股通科技联接A、 华泰柏瑞中证港股通科技ETF、海富通中证港股通科技联接A、兴银中证港股通科技ETF、国泰中证港 股通科技ETF、海富通中证港股通科技ETF、海富通中证港股通科技联接C、鹏华中证港股通科技ETF、 国泰中证港股通科技联接A等。 本文源自：金融界 金融界6月24日消息，上证指数低开高走，中证港股通科技指数 (港股通科 ...

Core Viewpoint - GeneDx Holdings Corp. (WGS) shares experienced a significant increase of 19% in the last trading session, closing at $79.71, driven by strong trading volume and investor optimism regarding its strategic collaboration with Galatea Bio [1][2]. Company Performance - GeneDx is expected to report quarterly earnings of $0.09 per share, reflecting a year-over-year increase of 181.8%. Revenue projections stand at $84.7 million, which is a 20.1% increase compared to the same quarter last year [3]. - The consensus EPS estimate for GeneDx has remained unchanged over the past 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [4]. Industry Context - GeneDx operates within the Zacks Medical Services industry, where another company, Progyny (PGNY), closed the last trading session down by 0.9% at $20.79, with a monthly return of 2.2% [4]. - Progyny's consensus EPS estimate for its upcoming report is $0.42, which represents a decrease of 2.3% from the previous year, and it also holds a Zacks Rank of 3 (Hold) [5].

Core Insights - The geopolitical conflict in the Middle East, particularly between Israel and Iran, has escalated with the U.S. entering the war, which may create opportunities for defense and energy sector stocks [1][2] Company Overview - C3.ai Inc. is a mid-cap enterprise AI software provider specializing in applications such as predictive maintenance and generative AI tools [2] - The company has established partnerships with major cloud providers including Microsoft, Alphabet, and Amazon [5] Positive Catalysts - In FY 2025, C3.ai secured over 30% of its contracts from government entities, notably the U.S. Air Force, which extended its contract in May [3][9] - The company generated more than 20% of its FY 2025 bookings from oil and energy companies, with significant contracts from Baker Hughes, Exxon Mobil, and Shell [4][9] Market Position and Competition - C3.ai is positioned as a pure-play enterprise AI software company, focusing on actionable AI deployment rather than hardware [6] - The competitive landscape includes notable players like Palantir Technologies and Snowflake, with C3.ai facing challenges as these competitors evolve their offerings [7] Valuation and Stock Performance - C3.ai's stock price experienced a negative return of 32% year-to-date in 2025, but has recently increased by 3.8% [8] - Brokerage firms project a 27.5% price upside for C3.ai shares in the short term, with a target price range of $18-$50, indicating a potential upside of 113.6% [10][11] Financial Projections - The expected revenue and earnings growth rates for C3.ai are 20.1% and 9.8%, respectively, for the current year ending April 2026 [10] - The Zacks Consensus Estimate for current-year earnings has improved by 21.3% over the last 30 days, with the company delivering positive earnings surprises in the last four quarters [10]

Core Insights - Newmont Corporation (NEM) is strategically reshaping its portfolio by divesting non-core assets to focus on Tier-1 operations, completing its divestiture program in April 2025 with significant cash proceeds [1][2] - The total gross proceeds from divestitures are projected to reach $4.3 billion, which includes $3.8 billion from non-core divestitures and $527 million from other investments [1][7] - The divestments have led to a $1 billion reduction in gross debt and a record first-quarter free cash flow of $1.2 billion, enhancing the company's financial position [2][7] Financial Performance - NEM's shares have increased by 59.8% year to date, outperforming the Zacks Mining – Gold industry's rise of 54.4%, primarily due to a rally in gold prices [6] - The earnings per share (EPS) estimates for NEM indicate a projected growth of 20.1% year over year in 2025, with estimates trending higher over the past 60 days [7][9] Competitive Landscape - Other companies in the industry, such as Barrick Mining Corporation and Kinross Gold Corporation, have also divested non-core assets to focus on Tier-1 operations, indicating a broader trend in the mining sector [4][5] - Barrick has completed several divestitures, including the sale of its 50% interest in the Donlin Gold Project, while Kinross has streamlined its portfolio by selling Russian assets and interests in Ghana [4][5] Valuation Metrics - NEM is currently trading at a forward 12-month earnings multiple of 13.46, which is approximately 3.6% lower than the industry average of 13.96 [8] - The company holds a Value Score of B, reflecting its competitive positioning in the market [8]

编号：2025-007 | 投资者关系活动 | ☑特定对象调研□分析师会议 | | --- | --- | | 类别 | □媒体采访□业绩说明会 | | | □新闻发布会□路演活动/策略会 | | | □现场参观 □其他 | | 参与单位名称及 | 盈鼎基金、幸福时光基金、恒邦兆丰基金、汉唐基金、国 | | 人员姓名 | 金证券、卓览投资、和君资本家等 家机构 位投资者（排 9 11 | | | 名不分先后） | | 时间 | 年 月 2025 6 24 日（15:00-17:00） | | 地点 | 深圳总部会议室现场调研 | | 上市公司接待人 | 董事、总裁兼财务总监李方悦 | | 员姓名 | 董秘兼财务副总监傅佳敏 | | | 悦起文化总经理王奕文 | | | 数智化管理中心总监郭瑞 | | | 一、介绍公司发展历程、核心团队、客户情况、主要业务 | | | 情况等。 | | 投资者关系活动 | 二、奥雅城市文旅焕新大模型多模块应用演示。 | | | 三、悦起文化（Joykey）定位、核心团队和 IP 储备、业务 | | 主要内容介绍 | 模式介绍。 | | | 四、主要问答环节 | | | 问题 1 ...

AmpliTech Group’s 5G Division Receives Follow On Order As Part Of $78M LOI For 5G ORAN Radios From Strategic Open RAN Systems Integrator And Global Deployment Partner Hauppauge, NY, June 24, 2025 – PRISM MediaWire – AmpliTech Group, Inc. (Nasdaq: AMPG, AMPGW), a designer, developer, and manufacturer of state-of-the-art signal processing components for satellite, Public and Private 5G, and other communications networks, including the design of complete 5G/6G systems and a global distributor of packages and ...