标普500指数收盘再创新高，科技股涨势暂歇拖累纳指；Medpace财报后暴涨近55%；黄金重回 3400美元；国内双焦夜盘继续暴涨。 特朗普称与日本达成贸易协议，关税税率为15%。 特朗普称美菲达成贸易协议，将征菲律宾19%关税。 特朗普"解雇鲍威尔"表态收敛，和贝森特同时施压美联储，要求降息。贝森特表示鲍威尔没理由 提前卸任。 国内大宗商品市场集体狂欢，六大品种同日涨停。 A股煤炭股上演涨停潮，网传"煤矿生产核查"通知？媒体求证：属实。 欧股第一大权重股SAP云端销售不及预期，关税阴霾与汇率波动成隐忧，盘后一度跌3%。 AI基建加速，OpenAI官宣联手甲骨文，扩建4.5GW数据中心。 Medpace Q2业绩碾压预期，股价暴涨近55%，带飞CRO概念股。 ...

Dell Technologies (DELL) closed at $124.33 in the latest trading session, marking a -3.59% move from the prior day. The stock's change was less than the S&P 500's daily gain of 0.06%. Meanwhile, the Dow gained 0.41%, and the Nasdaq, a tech-heavy index, lost 0.39%. Coming into today, shares of the computer and technology services provider had gained 9.27% in the past month. In that same time, the Computer and Technology sector gained 9.6%, while the S&P 500 gained 5.88%. The investment community will be payi ...

主要为中小型生物技术公司提供临床研发外包服务的美国合同研究组织（CRO）Medpace刚刚公布的财报业绩强劲，股价大 涨。 EBITDA：二季度息税折旧摊销前利润（EBITDA）为1.305亿美元，同比增长16.2%，EBITDA利润率为21.6%，一 季度EBITDA同比增长2.6%、EBITDA利润率为21.2%。 2）业绩指引： 美东时间7月22日周二，Medpace股价（MEDP）跳空高开逾44%，早盘涨幅一度扩大到62.3%，后涨幅有所收窄，早盘尾声时 涨超50%，势将创收盘最高纪录，并创上市将近九年来最大单日涨幅。 Medpace股价暴涨也带飞了CRO概念股。周二美股早盘尾声时，Iqvia Holdings（IQV）涨近20%，ICLR PLC（ICLR）涨超 10%，Charles River Laboratories International（CRL）早盘曾涨超10%。 股价大涨前，本周一美股盘后，Medpace公布截至6月30日的公司第二季度财务业绩，并能提供以及2025年全年的业绩指引。 1）主要财务数据： 营收：二季度营收6.033亿美元，同比增长14.2%，分析师预期5.42亿美元， ...

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IQVIA (IQV) Q2 2025 Earnings Call July 22, 2025 09:00 AM ET Company ParticipantsKerri Joseph - SVP - IR & TreasuryAri Bousbib - CEO & ChairmanRon Bruehlman - EVP & CFOSalem Salem - VP - Equity ResearchShlomo Rosenbaum - Managing DirectorElizabeth Anderson - Senior MDDaniel Clark - VP - Equity ResearchJeff Garro - Managing DirectorMichael Ryskin - Managing DirectorNone - ExecutiveJailendra Singh - Managing DirectorChristine Rains - Healthcare Equity Research AssociateConference Call ParticipantsDan Leonard - ...

IQVIA (IQV) Q2 2025 Earnings Call July 22, 2025 09:00 AM ET Speaker0Ladies and gentlemen, thank you for standing by. At this time, I would like to welcome everyone to the IQVIA Second Quarter twenty twenty five Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. As a reminder, this call is being recorded.Thank you. I would now like to turn the call over to Kerry Joseph, Senior Vice President, ...

Financial Performance - Revenue for Q2 2025 was $603.3 million, a 14.2% increase compared to $528.1 million in Q2 2024 [13, 21] - Year-to-date revenue reached $1,161.9 million, an 11.8% increase from $1,039.1 million in 2024 [13, 21] - EBITDA for Q2 2025 was $130.5 million, a 16.2% increase compared to $112.3 million in Q2 2024 [21] - Year-to-date EBITDA reached $249.1 million, a 9.3% increase from $227.9 million in 2024 [21] - Net income for Q2 2025 was $90.3 million, a 2.2% increase compared to $88.4 million in Q2 2024 [21] - Net income per diluted share for Q2 2025 was $3.10, a 12.7% increase compared to $2.75 in Q2 2024 [21] Business Trends - Net new business awards for Q2 2025 were $620.5 million, a 12.6% increase compared to $551.0 million in Q2 2024 [13] - Ending backlog was $2,873.6 million, a 1.8% decrease compared to $2,924.9 million in Q2 2024 [13] Cash Flow - Free cash flow for Q2 2025 was $142.4 million, compared to $103.5 million in Q2 2024 [39, 41] - Free cash flow conversion was 109.2% for Q2 2025, compared to 92.2% in Q2 2024 [39, 41] Guidance - Full year 2025 revenue guidance is $2,420.0 million - $2,520.0 million, representing a 14.7% - 19.5% growth rate [28, 43] - Full year 2025 EBITDA guidance is $515.0 million - $545.0 million, representing a 7.3% - 13.5% growth rate [28, 43]

Core Viewpoint - A recent incident of violence in a laboratory of Kanglong Chemical has raised concerns about the company's internal culture and management, coinciding with a disappointing earnings forecast that highlights declining profitability despite revenue growth [3][4][5]. Financial Performance - Kanglong Chemical's revenue forecast for the first half of 2025 is projected to be between 6.3 billion and 6.5 billion yuan, representing a year-on-year growth of 13% to 16%. However, net profit is expected to decline by 36% to 39%, amounting to 679 million to 713 million yuan [3][4]. - The company's revenue for 2023 was 11.538 billion yuan, a growth of 12.39%, marking the lowest growth rate since 2015 and the first time in nine years that growth fell below 20% [4]. - The forecast for 2024 indicates a further slowdown, with revenue growth expected to drop to single digits at 6.39%, and a significant decline in net profit by 26.8% [4]. Business Segments - Kanglong Chemical's CGT and large molecule business has been identified as a drag on overall performance, with revenue for this segment in 2024 expected to be 408 million yuan, a decline of 4%, while costs surged by 33% to 612 million yuan, resulting in a record loss of 204 million yuan [6]. - The company has been facing challenges in the CGT sector due to a slowdown in global drug development demand and increased competition, leading to downward pressure on service prices [6][7]. Market Dynamics - Domestic revenue from Chinese clients is projected to decline by 6.46% to 1.847 billion yuan, while revenue from North American clients is expected to grow by 6.11% to 7.853 billion yuan, indicating a disparity in performance across regions [8]. - The company is advised to enhance early-stage development collaborations and explore new service models to improve client retention and pricing power [8]. Shareholder Activity - Significant shareholder sell-offs have raised concerns, with major shareholders having reduced their holdings by 77.95 million shares since 2022, equivalent to 4.835 billion yuan, which is nearly three times the company's projected net profit for 2024 [9][10]. - The accelerated pace of share reduction and the loosening of concentrated shareholding structures may weaken governance and control within the company, potentially impacting strategic decision-making [10].

Source: NBS 20 July 2025 | 10:49PM HKT China: Three things in China Three quick highlights from China: n Better-than-expected Q2 real GDP: Last week saw quite a few China macro data releases. Industrial production and exports gained 6.8% yoy and 5.8% yoy in June, respectively, higher than market expectations. Money and credit data also surprised to the upside. Retail sales disappointed on distortions such as shifted timing of the "618" online sales festival and funding shortages of the consumer goods trade- ...

"聪明钱"流向曝光！暗盘资金破解主力操盘密码>> CRO概念板块短线拉升，诚达药业（301201）涨超10%，宣泰医药、美迪西、圣诺生物、四川双马 （000935）、德展健康（000813）等跟涨。 ...