Core Viewpoint - The recent announcement of Luxshare Precision's H-share listing has stirred the capital market, highlighting the company's ambitious growth plans and the leadership of Wang Laichun, who has transitioned from a factory worker to a billionaire entrepreneur [5][13]. Company Overview - Luxshare Precision has reported a revenue of 268.79 billion yuan for 2024, marking a 15.91% increase from 2023 [10]. - The net profit attributable to shareholders reached 13.37 billion yuan, a 22.03% increase compared to the previous year [10]. - The company aims to diversify its business, with 15% of its revenue coming from new sectors such as automotive connectivity and communication components [7][11]. Leadership and Strategy - Wang Laichun, the founder, emphasizes a long-term vision for the company, focusing on technological depth and capital integration rather than short-term gains [8][11]. - The company has adopted a strategy of "technical mergers and vertical integration," which has allowed it to penetrate the Apple supply chain and expand into new markets [7][11]. Financial Performance - The gross profit margin for 2024 is projected to be 10.41%, down 1.17 percentage points from 2023, indicating challenges in the manufacturing sector [10]. - The company has seen a decline in its dividend payout from 2.15 billion yuan in 2023 to 1.45 billion yuan in 2024, reflecting a focus on long-term growth over immediate returns [8]. Market Position and Future Plans - Luxshare's move to list in Hong Kong is seen as a strategic response to the evolving global manufacturing landscape, allowing for more flexible financing options and better talent acquisition tools [9][12]. - The company plans to allocate over 10 billion USD for financing, which will be directed towards expanding its production capabilities, particularly for AirPods in India [9][12]. Industry Context - The competitive landscape includes major players like Lens Technology and GoerTek, with Luxshare's listing seen as part of a broader trend of Chinese tech manufacturers seeking international capital [8][12]. - The company is also addressing supply chain risks by diversifying its production bases to countries like Mexico and India, aiming to reduce reliance on a single market [11][12].

Core Viewpoint - The private sector is experiencing job losses, which is beneficial for earnings season and dividend growth stocks due to easing wage pressures and lower inflation, leading to better profit margins and dividend hikes [2]. Dividend Growth Stocks Dividend Growth Stock 1: T-Mobile US (TMUS) - T-Mobile US initiated a new dividend program in 2023 and raised its dividend by 35% to 88 cents per share after merging with Sprint [6][8]. - The company is expanding its margins and free cash flow, which supports its dividend growth strategy [7][9]. Dividend Growth Stock 2: Amphenol (APH) - Amphenol has seen significant growth, particularly in AI-related applications, with total orders increasing by nearly 60% year-over-year in Q1 2025 [12]. - The company raised its dividend by 50% last year, marking one of its largest increases [12]. Dividend Growth Stock 3: California Resources (CRC) - California Resources has shifted towards green-energy initiatives and has increased its quarterly distribution by 128% since its initiation [15]. - The company has been profitable since emerging from bankruptcy in 2021 and has seen its shares triple since relisting [16]. Dividend Growth Stock 4: RLJ Lodging Trust (RLJ) - RLJ Lodging Trust reduced its dividend significantly during the pandemic but has since increased it by 1,400% from its low point [19]. - Analysts project a 40% AFFO payout ratio for RLJ, indicating potential for further dividend growth [20]. Dividend Growth Stock 5: Coca-Cola Consolidated (COKE) - Coca-Cola Consolidated has shown consistent top-line growth and recently announced a $16-per-share special dividend, along with a quintupled regular payout to $2.50 per share [24]. - The company currently pays out only 15% of its earnings as dividends, suggesting room for future increases [24].

Core Insights - Celestica (NYSE: CLS) has doubled in value since coverage initiation, significantly outperforming the S&P 500, driven by strong demand in AI-driven capital expenditures [1] Company Analysis - Leadership & Management: Celestica demonstrates a proven track record in scaling businesses, smart capital allocation, and insider ownership, alongside consistent revenue growth and credible guidance [1] - Financial Health: The company exhibits sustainable revenue growth with efficient cash flow, a strong balance sheet, and a long-term survival runway, while avoiding excessive dilution and financial weakness [1] Market Positioning - Competitive Advantage: Celestica benefits from a strong technology moat and first-mover advantage, with network effects that drive exponential growth and market penetration in high-growth industries [1] Investment Methodology - Valuation: The analysis includes revenue multiples compared to peers and DCF modeling, with a focus on institutional backing and market sentiment to ensure downside protection while maximizing upside potential [1] - Portfolio Construction: The investment strategy includes core positions (50-70%), growth bets (20-40%), and speculative investments (5-10%) to balance risk and reward [1]

Core Viewpoint - A lawsuit has been filed against Apple Inc. and certain senior executives for potential violations of federal securities laws, specifically related to misrepresentations about the AI capabilities of Siri and the iPhone 16 product cycle [1][2][3]. Group 1: Lawsuit Details - Investors have until August 19, 2025, to request to lead the case, which is pending in the U.S. District Court for the Northern District of California [2]. - The lawsuit asserts claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors who purchased Apple securities [2]. Group 2: Allegations Against Apple - The complaint alleges that Apple misrepresented the advanced AI features of Siri and the timeline for their integration into devices [3][4]. - It is claimed that Apple did not have a functional prototype of the advanced AI features and misrepresented the development timeline [4]. Group 3: Stock Performance Impact - Following the announcement on March 7, 2025, that Apple would indefinitely delay several AI-based Siri features, the stock price fell by $11.59, or nearly 5%, from $239.07 to $227.48 per share [5]. - On June 9, 2025, after the Worldwide Developer Conference where no new updates on Siri features were announced, the stock price declined by $2.47, or over 1%, from $203.92 to $201.45 per share [6].

在北京时间 6 月 10 日凌晨 1 点举行的 WWDC25 全球开发者大会中，苹果发布了全新一代系统，涵盖 iOS、iPadOS、macOS、watchOS、tvOS 和 visionOS。 新一代系统重点更新在于两方面： 重塑六大系统命名和 史上最大规模界面改版。 具体来看重塑的六大系统命名，变得整齐划一， 苹果 统一了所有的版本号 。 新一代系统的版本号集体变为"26"：iOS 26、watchOS 26、tvOS 26、macOS 26、visionOS 26、iPadOS 26。 命名为"26"而非"25"的原因， 在于该系统版本将一直沿用到明年 ，也就是 2026 年。 至于 史上最大规模界面改版，则在于苹果启动了命名为 "Liquid Glass" （液态玻璃）的全新设计 语言，具有玻璃的光学特性，以及独创的灵动性。 苹果表示，Liquid Glass 设计更新的灵感源于 visionOS， 是苹果首次推出全平台共同的设计 。 半透明的 Liquid Glass 效果类似现实中的玻璃 ，具体颜色由内容决定，会根据环境的明暗智能调节，适应深色和浅色模式。 该设计语言 模糊了硬件和软件的界限 ，设计 ...

Group 1 - Shenzhen has developed an innovative ecosystem for consumer-grade smart digital products, including technology incubation, product implementation, and market expansion [1][3] - A Shenzhen-manufactured panoramic camera has gained popularity globally, with sales reaching over 200 countries and regions, capturing approximately 70% of the global market share [1] - The camera features advanced technology, including over 170 patents, self-developed AI algorithms, and high-definition imaging capabilities [1] Group 2 - The one-meter-wide counters in Huaqiangbei have transformed from selling electronic components to becoming innovation hubs for smart hardware and AI modules [2] - Orders related to AI products dominate daily transactions, showcasing the rapid development and extension of the industrial chain [2] - Shenzhen's efficiency in product development allows for personalized consumer drones to be produced within three hours [2] Group 3 - Shenzhen has established a comprehensive innovation ecosystem, supported by a newly set up 40 billion yuan industrial fund and a 100 billion yuan talent innovation and entrepreneurship fund [3] - The city has shifted from focusing solely on technology to building an ecosystem that promotes collaboration across the industrial chain [3] - Shenzhen's smart digital industry is gaining increasing global influence and authority [3]

Foxconn reported 15.8% growth in quarterly sales on robust demand for AI servers and iPhones. https://t.co/XwcyJtpZIa ...

Shares of Jabil (JBL) have been strong performers lately, with the stock up 30.9% over the past month. The stock hit a new 52-week high of $227.54 in the previous session. Jabil has gained 57.1% since the start of the year compared to the 8.2% gain for the Zacks Computer and Technology sector and the 47.6% return for the Zacks Electronics - Manufacturing Services industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, as it hasn't missed our earnings consensu ...

NEW YORK, July 04, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a lawsuit has been filed against Apple Inc. (NASDAQ: AAPL) and certain of the Company’s senior executives for potential violations of the federal securities laws. If you invested in Apple, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases-investigations/apple-inc-class-action-lawsuit. Investors have until August 19, 2025, to ask the Court to be appoint ...

Reports say Apple is pushing hard into smart glasses and we could see the first Apple glasses in 2027 along with a cheaper vision pro. There is a major shift happening now in how we're interacting with computers. You see this moment right now, it's kind of like right before the smartphone boom that changed our day-to-day life.These are the final years before it's going to be normal to have a display floating on top of your view of the real world and before everyone is wearing a recording device next to thei ...