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Meta: Runaway AI Train - Further Monetization Growth Ahead
Seeking Alpha· 2025-08-18 14:30
I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles. The analysis is provided exclusively for informational purposes and should not be considered professional investment advice. Before investing, please conduct personal i ...
迅雷上涨20.81%,报7.72美元/股,总市值4.83亿美元
Jin Rong Jie· 2025-08-18 13:53
财务数据显示,截至2025年06月30日,迅雷收入总额1.92亿美元,同比增长20.52%;归母净利润7.27亿 美元,同比增长11266.75%。 作者:行情君 资料显示,迅雷公司是一家境外注册的离岸公司,公司通过境内子公司:深圳市迅雷网络技术有限公司运 营。深圳市迅雷网络技术有限公司于2003年在深圳成立,以领先的云加速技术和系列产品为用户提供基 于大容量娱乐数据传输的云计算服务,帮助用户在多终端上快速获得数字内容,从而推进大互联网时代的 数据传输加速。 8月18日,迅雷(XNET)开盘上涨20.81%,截至21:30,报7.72美元/股,成交966.13万美元,总市值4.83亿 美元。 本文源自:金融界 ...
Alphabet: Still Underestimated On All Fronts
Seeking Alpha· 2025-08-17 13:45
Core Insights - Alphabet (GOOG, GOOGL) has been underperforming compared to other AI-focused companies and tech giants in 2025, particularly before August [1] Company Analysis - The company is perceived as one of the least exciting stocks in the current market environment, indicating a potential lack of investor interest or growth momentum [1] Industry Context - The analysis highlights the competitive landscape of technology and AI sectors, where other companies are outperforming Alphabet, suggesting a shift in market dynamics [1]
紫光股份股价上涨1.11% 公司推出全栈液冷技术解决方案
Jin Rong Jie· 2025-08-15 19:58
Group 1 - The latest stock price of Unisplendour Corporation is 25.40 yuan, with an increase of 0.28 yuan, representing a rise of 1.11% compared to the previous trading day [1] - The trading volume on the same day was 654,505 hands, with a total transaction amount of 1.657 billion yuan [1] - Unisplendour Corporation is engaged in internet services, covering multiple fields, and is collaborating with industry partners to advance the application and deployment of full-stack liquid cooling technology [1] Group 2 - The company has launched innovative products such as full cold plate liquid cooling servers, cold plate and immersion switches, and liquid cooling cabinets, providing comprehensive product support and services for data centers [1] - On August 15, 2025, the net outflow of main funds from Unisplendour Corporation was 44.9744 million yuan, accounting for 0.06% of the circulating market value [1] - Over the past five days, the cumulative net outflow of main funds reached 64.3246 million yuan, representing 0.09% of the circulating market value [1]
Prediction: This Artificial Intelligence (AI) Stock Will Be Worth $5 Trillion in 5 Years
The Motley Fool· 2025-08-15 09:15
Core Viewpoint - Alphabet has the potential to grow into a $5 trillion company within five years, driven by its cheap valuation and strong growth prospects [2][12]. Group 1: Company Overview - Alphabet is the parent company of Google, YouTube, Waymo, and the Android operating system [2]. - The market currently holds a bearish outlook on Alphabet's primary revenue driver, the Google search engine, which contributes to its cheap valuation [6]. Group 2: Market Position and Growth Potential - Despite challenges from generative AI, the majority of users still rely on Google search, indicating that predictions of its extinction may be overstated [3]. - Google's integration of generative AI into its search results is expected to satisfy most users, while also allowing for monetization at rates comparable to traditional searches [5]. Group 3: Financial Metrics - Alphabet's stock is currently valued at 20.3 times forward earnings, which is lower than the broader market's 23.7 times [8]. - The company has consistently delivered earnings-per-share (EPS) growth of 20% or more over the past few years, justifying a potential premium valuation [8]. Group 4: Future Valuation Scenarios - If Alphabet's valuation increases to 25 times forward earnings and achieves 15% EPS growth over the next five years, its stock could reach over $476 per share, resulting in a market cap of approximately $5.75 trillion [11]. - This represents a significant increase from its current market cap of $2.4 trillion, positioning Alphabet as a potential market outperformer [11][12].
微信刷掌支付推进加盟代理?官方回应:假的!不存在任何形式加盟或代理
Feng Huang Wang· 2025-08-15 09:06
凤凰网科技讯 8月15日,微信支付智慧生活公众号发文称微信刷掌目前还在内测邀请阶段,暂未开放设 备申请。 微信官方还表示,网络上有人在散播刷掌合作信息,并声明微信支付刷掌服务不存在任何形式的加盟模 式或代理模式,提醒用户任何自称"微信支付刷掌加盟""微信支付刷掌独家代理"等名义收取代理及加盟 费用的,都是骗子,如有疑问可以通过客服热线95017等方式向官方进行咨询。 ...
Hedge fund giant Bridgewater pares China bets, offloading stakes in Alibaba and Baidu
CNBC· 2025-08-15 07:35
Core Insights - Bridgewater Associates has divested from U.S.-listed Chinese stocks in Q2 2023, indicating a significant pullback from the market due to geopolitical tensions and declining investor confidence in China's economic outlook [1][2] - The hedge fund has closed out positions in major Chinese companies such as Baidu, Alibaba, JD.com, PDD Holdings, Nio, Trip.com Group, and Yum China, while also reducing its stake in Apple but increasing holdings in Microsoft and Nvidia [2] - Ray Dalio, the founder of Bridgewater, had previously defended investments in China but has expressed concerns about U.S.-China relations and economic challenges facing China [3] Company Actions - Bridgewater Associates has sold its stakes in several prominent Chinese companies, reflecting a strategic shift in investment focus [2] - The fund's adjustments include a reduction in Apple holdings and an increase in investments in Microsoft and Nvidia, suggesting a reallocation towards more stable or promising sectors [2] Geopolitical Context - The extension of the tariff truce between the U.S. and China for an additional 90 days has implications for trade relations, with current tariffs on Chinese imports at 30% and U.S. exports to China at 10% [4] - The potential increase in tariffs, which could have reached 145% on Chinese goods, highlights the ongoing trade tensions and their impact on investment strategies [4]
抖音测试“快递”功能 知情人士:仅能查询散件信息,与电商平台无关
Xin Lang Ke Ji· 2025-08-15 02:08
Group 1 - Douyin is testing a new feature called "My Express" located within the Douyin app's wallet section, which also includes Douyin Pay and ride-hailing services [1] - The feature currently supports express delivery queries and parcel services only for Jitu Express, and is in a gray testing phase [1] - The purpose of this feature is to facilitate users in tracking their express delivery information, specifically for C2C parcel deliveries, and is not related to e-commerce platforms [1]
微信有新功能!已有人用上了:挺有意思
Qi Lu Wan Bao· 2025-08-15 00:49
8月14日,微信推出微信聊天引用部分文字功能。很多网友表示已经可以使用。 用图片、表情包 假如好友发来一堆文字只想引用某段精华,可手动选择引用部分文字,这样的引用就只露出你选择的部分 文字。 更新后,微信聊天可以引用朋友(或你本人)发的文字或部分文字,还能发表情包、照片、文字、语音做 回复。 用语音 引 引 你平时在微信上聊天时,会经常使用引用功能吗? 你还希望微信推出什么新功能?来评论区聊聊吧。 (湖北日报) 用部分文字 有网友表示,这功能让聊天精准多了,工作上引用需求细节不容易出错,生活里引用朋友的梗更有来有 回。 引 ...
LYFT vs. SHOP: Which Stock Should Value Investors Buy Now?
ZACKS· 2025-08-14 16:40
Core Viewpoint - Lyft (LYFT) is currently viewed as a more attractive undervalued stock compared to Shopify (SHOP) based on various financial metrics and Zacks Rank evaluations [1][7]. Valuation Metrics - Lyft has a forward P/E ratio of 12.45, significantly lower than Shopify's forward P/E of 104.23, indicating that Lyft may be undervalued relative to its earnings potential [5]. - The PEG ratio for Lyft is 0.67, suggesting a favorable valuation when considering expected earnings growth, while Shopify's PEG ratio stands at 5.29, indicating a less favorable valuation [5]. - Lyft's P/B ratio is 8.32, compared to Shopify's P/B of 16.06, further supporting the notion that Lyft is more attractively priced relative to its book value [6]. Earnings Outlook - Lyft is experiencing an improving earnings outlook, which is a positive indicator in the Zacks Rank model, suggesting potential for future growth [3][7]. - The Zacks Rank for Lyft is 2 (Buy), while Shopify holds a Zacks Rank of 3 (Hold), indicating stronger investor sentiment towards Lyft [3].