美国财长贝森特重申市场正在释放美联储将会降息的信号。 被问及是否认同总统特朗普要求美联储降息三个百分点的主张，拒绝具体回答"是否认同特朗普对美联 储的立场"。 ...

智通财经7月4日电，据央视新闻报道，美国民主党领袖哈基姆·杰弗里斯以"神奇一分钟"的马拉松式发 言，抗议美国总统特朗普力推的"大而美"税收与支出法案。"神奇一分钟"本质上是一个不计时的发言机 会，杰弗里斯的实际发言时间约为8小时46分，创下了美国众议院现代史上最长的发言纪录。据悉，杰 弗里斯于美国东部时间凌晨4点53分开始了长达数小时的发言，并在发言中讲述那些将受到"大而美"法 案中医疗补助改革和其他削减影响的美国人的故事。当日13时39分左右，杰弗里斯的发言结束。此前最 长的众议院演讲记录是由加州共和党人凯文·麦卡锡 （Kevin McCarthy）在2021年创下，当时麦卡锡的 众议院演讲时长为8小时32分钟。 继续拖延"大而美"法案 美众议院民主党领袖演讲近9小时创纪录 ...

Core Insights - Intel Corporation is facing increasing revenue exposure in China amid geopolitical and regulatory challenges [1] - Concerns have been raised regarding the impact of U.S. semiconductor export curbs initiated in late 2022 on Intel's business [1]

截至2025年7月3日收盘，长虹美菱(000521)报收于7.13元，下跌1.11%，换手率3.14%，成交量27.53万 手，成交额1.97亿元。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 交易信息汇总：7月3日主力资金净流出3836.41万元，占总成交额19.43%。 公司公告汇总：长虹美菱股份有限公司计划通过集中竞价交易方式回购部分A股非限售股份，拟 用于回购的资金总额为15,000万元至30,000万元，回购股份价格上限为10.67元/股。 7月3日，长虹美菱的资金流向显示，主力资金净流出3836.41万元，占总成交额的19.43%；游资资金净 流入829.28万元，占总成交额的4.2%；散户资金净流入3007.13万元，占总成交额的15.23%。 公司公告汇总 长虹美菱股份有限公司发布了回购股份报告书，计划使用自有资金和自筹资金通过集中竞价交易方式回 购公司部分人民币普通股（A股）非限售股份，回购股份将用于股权激励。拟用于本次回购的资金总额 不低于人民币15,000万元且不超过人民币30,000万元，回购股份价格上限 ...

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying the right ones can be challenging due to associated risks and volatility [1] Group 1: Growth Stock Identification - The Zacks Growth Style Score system aids in identifying promising growth stocks by analyzing real growth prospects beyond traditional metrics [2] - Northwest Natural (NWN) is highlighted as a recommended stock with a favorable Growth Score and a top Zacks Rank [2] Group 2: Earnings Growth - Earnings growth is a critical factor for growth investors, with double-digit growth being particularly desirable [4] - Northwest Natural's projected EPS growth for this year is 23.4%, significantly higher than the industry average of 9.3% [5] Group 3: Cash Flow Growth - Higher-than-average cash flow growth is essential for growth-oriented companies, allowing them to expand without relying on external funding [6] - Northwest Natural's year-over-year cash flow growth is 4.9%, outperforming the industry average of -0.1% [6] - The company's annualized cash flow growth rate over the past 3-5 years is 7.2%, compared to the industry average of 7% [7] Group 4: Earnings Estimate Revisions - Positive trends in earnings estimate revisions are correlated with stock price movements [8] - Northwest Natural has seen a 1.4% increase in current-year earnings estimates over the past month [8] Group 5: Overall Positioning - Northwest Natural has achieved a Growth Score of B and a Zacks Rank of 2 due to positive earnings estimate revisions, positioning it well for potential outperformance [10]

据俄罗斯媒体3日报道，已被证实阵亡的俄海军副总司令米哈伊尔·古德科夫事发时所在指挥部遭到敌方 导弹攻击。俄《论据与事实》周报网站报道说，位于库尔斯克州边境城镇科列涅沃的俄海军陆战队某战 地指挥部遭到至少4枚敌方导弹攻击，古德科夫当时正在指挥岗位上。据俄连塔网3日报道，乌克兰的无 线电侦察人员可能获悉了上述指挥部的位置，俄军驻地内可能有敌方间谍。目前，上述报道尚未得到俄 官方证实。（新华社） ...

Core Viewpoint - VNET Group is experiencing significant stock price movement due to strong demand for its internet data center services, particularly driven by AI applications and robust customer orders across various industries [1][2]. Company Summary - VNET Group shares increased by 7.1% to $7.08 in the last trading session, with a notable trading volume, and have gained 19.3% over the past four weeks [1]. - The company is expected to report quarterly earnings of $0.02 per share, reflecting a year-over-year decline of 66.7%, while revenues are projected to be $313.14 million, marking a 14.1% increase from the previous year [2]. - The consensus EPS estimate for VNET has remained unchanged over the last 30 days, indicating stability in earnings expectations [4]. Industry Summary - VNET Group operates within the Zacks Internet - Software industry, which includes other companies like D-Wave Quantum Inc. [4]. - D-Wave Quantum's consensus EPS estimate has also remained unchanged, with a projected EPS of -$0.07, representing a 30% increase compared to the previous year [5].

Core Insights - KLA Corporation (KLAC) is expanding its advanced packaging business to meet rising demand for High-Bandwidth Memory (HBM) and advanced logic nodes, essential for AI workloads [1][4] - The company’s inspection and metrology tools are crucial for enhancing performance and yield in multi-die architectures, particularly in 2.5D and 3D integration [1][4] Advanced Packaging Business - KLAC's advanced packaging business is part of the Semiconductor Process Control segment, which reported $2.74 billion in revenue for Q3 FY25, reflecting a 31% year-over-year increase [3][10] - Advanced packaging revenues are expected to exceed $850 million in 2025, driven by increased demand from foundry and memory customers [3][10] Competitive Landscape - KLAC faces increasing competition from Applied Materials (AMAT) and ASML Holdings (ASML), both enhancing their roles in complex integration for logic and memory devices [5] - Applied Materials is advancing with solutions for high-density packaging, while ASML's EUV lithography systems are critical for advanced patterning steps that support packaging performance [6][7] Stock Performance and Valuation - KLAC's shares have increased by 46.2% year-to-date, outperforming the broader Zacks Computer & Technology sector, which rose by 5.7% [8] - The stock is trading at a forward 12-month Price/Sales ratio of 10.11X, significantly higher than the industry average of 3.2X [12] Earnings Estimates - The Zacks Consensus Estimate for KLAC's Q4 FY25 earnings is $8.53 per share, indicating a year-over-year growth of 29.24% [15] - For the full year 2025, the consensus estimate for earnings is $32.46 per share, reflecting a 36.73% increase year-over-year [15]

他在众议院全体会议上的演讲时间创历史最长。 美国众议院民主党领袖、《纽约客》主持人Hakeem Jeffries反对总统特朗普"大漂亮"税收立法草案中关 于削减医疗保健开支的内容。 ...

罗素2000股指期货涨0.90%。 周四（7月3日）纽约尾盘，标普500股指期货最终上涨0.81%，道指期货涨0.75%，纳斯达克100股指期 货涨1.02%。 ...