7月3日星期四，在国内成品油市场，本周初，2025年第13次汽柴油顺利上涨，油价涨价高达235元/吨，换算升价，各种油品单次上涨近0.2元/升，阶段性成 品油迎来"3连涨"，年内油价调整方向大变，2025年最大下降后，降幅逐步涨回落，当前，年内汽柴油下降幅度缩水至95元以及90元/吨，各地油价相比年初 降幅仅剩0.08元/升左右！ 一方面，此前，以色列与伊朗全面停火，市场对于地缘局势担忧减弱，但是，由于伊朗中止与联合国核监督机构的合作，市场对于地缘局势担忧升温，以色 列与伊朗或难达成长期停火，美国仍有介入打击伊朗关键设施的预期，这加剧了市场对于能源风险溢价的担忧！ 另一方面，北半球进入盛夏季节，北美进入驾车高峰，市场对于能源需求预期提升！ 不过，由于美国原油库存意外增加，且，美国关税措施或将再次启动，市场对于能源需求前景仍有担忧，原油市场或难有单边上涨的走势！ 因此，虽然，隔夜原油大涨，支撑了新一轮油价"低开走高"，但是，由于原油市场仍有下行的压力，地缘局势尚未出现明显恶化的迹象，理性来看，2025年 第14次成品油调价，国内原油变化率大概率以负值运行为主，本次国内油价下跌基本确定！ 笔者也将持续跟踪市场的变 ...

最近，一款产自深圳的全景相机，引发了抢购热潮。 您现在看到的画面，就是它在美国销售时的场景，这款来自中国，能拍摄360度全景影像、自拍杆可以"隐形"的相机，吸引了大批美国消费者，一大早，购 买的队伍就排到了百米开外。眼下，深圳正在打造消费级智能影像产业新赛道。 从跟跑到领跑 深圳智造火遍全球 当记者来到深圳，一走进各大电子产品卖场，随处可见前来选购的外国客商。 来自沙特阿拉伯的阿拉萨夫告诉记者，自己是这款全景相机的忠实粉丝，全球旅行时一直用它来拍摄制作视频。逛了一圈，记者发现，全景相机、无人机等 国产智能影像设备格外受青睐。 眼下，深圳制造的全景相机、无人机等各种消费级智能影像设备，远销200多个国家和地区，登上全球多个购物平台单品销售榜第一，打破了以往海外品牌 的垄断，占到全球市场份额的七成左右。 "小相机"打开"大视野" 拓展影像"新边界" 您是不是很好奇这些五花八门的国产电子产品为什么如此受欢迎？它们究竟能拍出怎样的画面？记者在采访中，就先替大家体验了下。 您看这个全景相机，记者拿着一甩，握杆就变成3米长，可以拍出这样的效果，瞬间"飞出地球"。这个拇指相机，只需把它戴在胸前，就能录制第一视角的 画面。这 ...

Unleashing the Potential of Immuno-Oncology Therapies June 5, 2025 © 2025 Xilio Therapeutics, Inc. 1 Forward-Looking Statements and Disclaimers This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended, including, without limitation, statements regarding plans, timing and expectations related to: development timelines and anticipated milestones for Xilio's programs; the receipt of future contingent payments under Xilio's coll ...

Group 1 - The recommendation for ServiceNow (NYSE: NOW) is a buy rating, indicating a positive outlook for the company's stock [1] - The growth potential for ServiceNow is strong, with expectations of a 20% revenue compound annual growth rate (CAGR) driven by AI monetization and vertical expansion [1] - The investment strategy focuses on long-term investments while also considering short-term opportunities to uncover alpha, emphasizing a bottom-up analysis of individual companies [1]

Iris Energy (NASDAQ: IREN ), now listed simply as IREN, is no longer the small renewable-powered miner that floated in late-2021. Over the last two years, it has quietly stitched together one of the largest clean-energy data-center footprints on the planet, parlaying"AWS Certified AI Practitioner Early Adopter"I am a DevOps Engineer for a major, wholly owned subsidiary of a large-cap Fortune 500. I am a true subject-matter expert on the actual buildout, deployment, and maintenance of AI tools and applicatio ...

2025 年初以来受益AIOT、机器人需求，增收增利、降本增效效果显著。2025Q1 单季营收1.91 亿元， 同比+105.63%；归母净利润2,431.50 万元，同比增加5,309.57 万元；季度归母净利率12.7%。2025Q1 奥 比中光在AIoT 领域业务呈现较快增长态势，通过持续构建全价值链成本管控体系，进一步推动研发效 能与运营模式升级，成功实现经营利润由负转正。2025 年4-5 月，营收1.72 亿元，同比+131.63%；归母 净利润3,068.50 万元，同比增加约3,334.29 万元；归母净利率17.8%。 全球3D 视觉传感器重要供应商之一，应用于生物识别、三维扫描、机器人等。奥比中光专注3D 视觉感 知技术研发，构建了"全栈式技术研发能力+全领域技术路线布局"的3D视觉感知技术体系，主要产品包 括3D 视觉传感器、消费级应用设备和工业级应用设备，在生物识别、机器人、三维扫描、AIoT、工业 三维测量等市场上实现多项代表性商业应用。 投资要点： 公告：2025 年1-5 月营收3.63 亿元，同比+117.18%；归母净利润5500 万元，同比增加8,643.86 万元。 上调 ...

Core Viewpoint - Medifast, Inc. (NYSE: MED) is initiated with a Strong Buy rating and a price target of $56, focusing on its weight management and nutritional products under the OPTAVIA brand [1] Company Overview - Medifast, Inc. manufactures and distributes weight management products and nutritional products, primarily under the OPTAVIA brand [1] Research Methodology - Moretus Research employs a structured, repeatable framework to identify companies with durable business models, mispriced cash flow potential, and intelligent capital allocation [1] - The research combines rigorous fundamental analysis with a high-signal, judgment-driven process, avoiding noise and overly complex forecasting [1] - Valuation is based on sector-relevant multiples tailored to each company's business model and capital structure, emphasizing comparability, simplicity, and relevance [1] Investment Focus - Research coverage favors underappreciated companies undergoing structural change or temporary dislocation, where dispassionate analysis can lead to asymmetric returns [1] - Moretus Research aims to provide professional-grade insights, actionable valuation, and a strong filter for what truly matters in modern equity analysis [1]

NGN-401 for Rett Syndrome - NGN-401, a gene therapy leveraging EXACT transgene regulation technology, is being developed for Rett syndrome [15] - Rett syndrome affects an estimated 6,000-9,000 patients in the U S [20] - The worldwide incidence of Rett syndrome is estimated at 1 in 10,000 females [20] - Phase 1/2 data showed durable improvements, including a two-point improvement in CGI-I in all participants [38] - All four participants in the Phase 1/2 trial achieved a CGI-I rating of "Much Improved" [41] - The company expects to announce additional Phase 1/2 clinical data in the second half of 2025 [64] Clinical Trial and Regulatory Updates - The FDA has accepted the conversion of the Phase 1/2 trial to a registrational trial for NGN-401 [28] - The Embolden registrational trial is designed as an open-label, single-arm, baseline-controlled study [27] - The proposed number of participants in the Embolden trial is 18, subject to FDA feedback [28] - The company anticipates providing a regulatory update regarding the registrational trial in the first half of 2025 [64] Manufacturing and Financials - Neurogene has a 42,000 sq ft in-house AAV manufacturing facility in Houston, with 6,000 sq ft of cleanrooms [11] - The company's cash runway is expected to fund operations into early 2028 [6, 64]

Group 1 - Akeso, Inc. has successfully enrolled the first patient in its Phase Ia clinical trial for AK146D1, a bispecific Antibody-Drug Conjugate (ADC) targeting Trop2 and Nectin4, marking its first bispecific ADC to enter clinical trials [1] - AK146D1 has received approvals from the U.S. FDA, Australia's TGA, and China's NMPA to begin clinical trials, indicating strong regulatory support for the product [1] - Akeso is the only company globally with two approved cancer immunotherapy bispecific antibodies, cadonilimab and ivonescimab, establishing a strong leadership advantage in the IO+ADC space [2] Group 2 - ADC therapeutics are a key component of Akeso's "IO+ADC" 2.0 strategy, which aims to reshape the global treatment landscape and set new standards for cancer care [3] - The company emphasizes the potential of innovative bispecific ADCs like AK146D1 to unlock global clinical opportunities and enhance cancer therapies [4] - Trop2 and Nectin4 are ideal targets for ADC therapy due to their high expression in various tumor types and low expression in normal tissues, which may improve treatment efficacy [4][5] Group 3 - AK146D1 is the first bispecific ADC targeting both Trop2 and Nectin4, with preclinical studies showing strong anti-tumor activity and favorable safety profiles [5] - The development of AK146D1 holds significant potential for improving treatment outcomes for cancer patients, highlighting Akeso's commitment to advancing cancer therapies [5]

创新适老化金融服务，五位一体服务体系引关注 随着我国老年人口呈快速增长态势，养老金融服务需求日益凸显。国家卫健委老龄司数据显示，2035年 左右，我国60岁及以上老年人口将突破4亿人，在总人口中的占比将超过30%，进入重度老龄化阶段。 面对老龄化趋势，泸州银行积极响应，精心打造"移动+陪伴+远程+上门+安全"五位一体养老金融服务 体系，其中针对老年群体推出的"适老版"手机银行更是成为展会一大亮点。该版本以老年用户需求为核 心，操作简单、省心省力，通过升级视觉交互，放大字体、简洁布局，将账户查询、转账汇款、理财产 品、生活缴费等核心功能清晰呈现。 近日，2025年中国国际金融展在上海盛大启幕。这场金融界的盛会，吸引了来自全国各地超300家机构 踊跃参与，涵盖国内外金融机构、科技企业及行业组织。在众多参展机构中，泸州银行(01983.HK)作为 我国西南地区地级市首家上市银行，以亮眼姿态携多项金融科技新成果惊艳亮相，全方位展示了其在普 惠金融、养老金融、金融科技及协同建设西部金融中心四大核心板块的创新实践与卓越成果，适老化移 动银行等在内的一系列创新应用更是成为展会焦点。 展会现场，泸州银行的展台重点呈现的新一代 ...