Shein 再被传去香港上市。 据媒体报道，Shein 正在筹备转向香港上市，并准备在未来几周向港交所提交招股说明书，上市计 划预计在年内完成。目前港交所和 Shein 都没有回复媒体置评。 从 2020 年传出上市计划至今，Shein 上市传闻的报道从未停止。其上市经历了内部搁置、重启， 到纽约上市被拒，到英敦上市再不顺，现在又转来了香港。在关税变动的巨大不确定下，Shein 上 市的波折大概不会就此停歇。 星舰在第九次试飞中解体。 昨天，SpaceX 进行 "星舰" 第九次试飞任务。一级火箭在发射几分钟后与星舰分离，并返回地球， 但在下降过程中，控制中心与助推器失去联系，据推测它坠入大海，而非按计划进行受控溅落。 发射约半小时后，SpaceX 表示，飞行团队失去了对 "星舰" 的姿态控制，导致飞船在回到大气层途 中发生翻转，在返回地球途中发生了 "非计划内的解体"。 A 股高管去年年薪最高 4180 万元，多名董事长涨薪超 500 万。 Stellantis 美洲区 COO 安东尼奥·菲洛萨将接替唐唯实，出任集团 CEO。 安东尼奥·菲洛萨（Antonio Filosa）将于今年 6 月 23 日起担任 ...

致同成立于1981年，是中国历史悠久、广受认可的专业服务机构之一，在行业内拥有重要影响力，目前 在29个城市设有办公室，拥有350余名合伙人、7000余名员工，提供审计、税务、咨询、评估与估值、 工程管理等多元服务，致力于帮助客户实现可持续且负责任的增长，成为值得客户信赖的综合商业顾 问。 致同信息科技咨询主管合伙人赵晶聚焦民营企业如何通过数据治理释放资产价值。数据驱动不仅仅是构 建技术壁垒，更是民营企业构建核心竞争力的重要手段。赵晶建议，民营企业若要真正释放数据价值， 可从三个关键层面着手：分别是夯实数据治理基础，建立标准化数据采集与管理体系；拓展智能化应用 场景，将数据价值渗透到产品创新、成本控制、客户服务等运营环境；构建灵活可扩展的技术底座，为 持续创新提供支撑。 5月20日，我国第一部专门关于民营经济发展的基础性法律——《中华人民共和国民营经济促进法》正 式施行。面对政策利好落地的关键时刻，民营企业如何跳出传统增长逻辑，进一步实现跃迁式发展？在 致同会计师事务所近期举办的"民营经济新质跃迁的多维赋能"研讨会上，多位合伙人以多维视角对这一 问题进行了深入探讨。 关于致同中国 致同审计合伙人王娟指出，当前 ...

Financial Data and Key Metrics Changes - Gartner has demonstrated a long-term experience of delivering double-digit top-line growth with a contract value CAGR of 14% over ten years and free cash flow CAGR of 16% [4][29] - The company expects EBITDA margins to be at least 23.5% for the year, with structural improvements leading to margins running in the mid to low 20% range [23][28] Business Line Data and Key Metrics Changes - The Research segment is the largest and most profitable, with contribution margins in the low to mid 70% [12][13] - The Conferences segment provides a platform for client engagement with around 50% gross margins [21] - The Consulting segment focuses on high-level IT labor-based strategy and project management services, contributing to overall revenue [22] Market Data and Key Metrics Changes - Gartner's contract value is approximately $5.1 billion, with an identified addressable market of around $200 billion [20] - About two-thirds of contract value is generated in North America, with growth opportunities identified both domestically and internationally [41] Company Strategy and Development Direction - The company aims to expand its sales force and penetrate new territories to capture more of the addressable market [41][42] - Gartner's strategy includes leveraging AI to enhance efficiency within its research organization and services team [36] Management's Comments on Operating Environment and Future Outlook - Management acknowledges that while the company is resilient to macroeconomic challenges, it is not completely immune to a difficult selling environment [42] - The focus remains on generating valuable insights and productizing them to deliver ongoing value to clients [41] Other Important Information - Gartner's business model is characterized by strong free cash flow generation, with annual free cash flow expected to exceed $1 billion [29] - The company has a strong balance sheet with excess cash of about $2.1 billion, targeting a gross debt to EBITDA ratio of about 2 to 2.1 times [30][31] Q&A Session Summary Question: How does AI affect Gartner's business? - Gartner is leveraging AI to help clients with strategy and challenges while also using it internally to improve efficiency in research and sales training [35][36] Question: What is the percentage of clients on each subscription tier? - The most commonly purchased product is the advisor product, priced around $45,000 to $50,000, with reference products at about $20,000 and higher-end services ranging from $75,000 to $80,000 [38][39] Question: What are the key drivers for growth? - Growth drivers include generating valuable insights, expanding sales territories, and hiring sellers, with a focus on execution and resilience in challenging macro environments [41][42]

Core Insights - ABO-Group Environment celebrates 30 years of expertise in environmental services, evolving from soil remediation in Flanders to an international benchmark in environmental consulting [2] - The company reported a strong growth of 14.6% in turnover, reaching nearly EUR 100 million, with significant contributions from Belgium and the Netherlands [3][4] - ABO-Group is shifting towards larger, multidisciplinary projects, requiring organizational adjustments and increased cross-border collaboration [6][7] Financial Performance - In Belgium, revenue increased by 23% to EUR 33.6 million, driven by demand for PFAS-related projects and acquisitions [3] - The Netherlands experienced a growth of 38.8%, attributed to integrated project execution and the acquisition of Eco Reest [4] - France's turnover rose by 2.5%, despite challenges in ongoing projects [4] Market Demand and Strategy - There is a notable shift in market demand from solely soil investigations to combined geotechnical-geophysical investigations and ecological studies [5] - ABO-Group's unique market position allows it to address multidisciplinary requests, integrating all phases of project execution [5] - The company has secured approximately EUR 45 million in large-scale assignments for 2025, including EUR 25 million from the French Ministry of Defence [7] Major Assignments - Recent contracts include projects for military airbases, safe docking areas for nuclear submarines, and high-speed rail line constructions [8][9] - Major assignments in Belgium and the Netherlands include initiatives for the Port of Antwerp-Bruges and regional development projects [9] Company Overview - Founded in 1995, ABO-Group has grown into an international engineering firm specializing in environmental and soil-related services [10][11] - The company operates through semi-independent subsidiaries in Belgium, France, and the Netherlands, employing over 800 experts [11] - ABO-Group is listed on Euronext Brussels and Euronext Paris, providing comprehensive solutions for various sectors including construction, infrastructure, and energy [12]

Core Viewpoint - Tetra Tech (TTEK) shows potential as a strong investment opportunity due to significant revisions in earnings estimates, indicating an improving earnings outlook and potential for continued stock price gains [1][2]. Earnings Estimate Revisions - Analysts have become increasingly optimistic about Tetra Tech's earnings prospects, as reflected in the upward trend of estimate revisions, which typically correlate with stock price movements [2]. - The current-quarter earnings estimate is projected at $0.37 per share, representing a year-over-year increase of +15.63%. Over the past 30 days, the Zacks Consensus Estimate has risen by 8.82% with no negative revisions [6]. - For the full year, the earnings estimate stands at $1.47 per share, reflecting a +16.67% change from the previous year. The consensus estimate has increased by 7.3% during this period, with one estimate moving higher and no negative revisions [7][8]. Zacks Rank and Performance - Tetra Tech currently holds a Zacks Rank 2 (Buy), indicating strong agreement among analysts regarding the positive earnings revisions. This ranking is part of a system that has historically shown that Zacks 1 (Strong Buy) and 2 (Buy) stocks significantly outperform the S&P 500 [9]. - The Zacks Rank system has demonstrated an impressive track record, with Zacks 1 Ranked stocks generating an average annual return of +25% since 2008 [3]. Stock Performance - Tetra Tech's stock has appreciated by 15.8% over the past four weeks, driven by strong estimate revisions and positive investor sentiment, suggesting further upside potential [10].

Core Insights - The Shanghai Artificial Intelligence Industry Association held its second first member meeting, where Huizheng Finance was recognized as a council member, highlighting its contributions to the integration of financial technology and artificial intelligence [1] - Huizheng Finance has developed the "Human-Machine Data Golden Triangle" investment research concept, transitioning from experience-driven to intelligent investment research, significantly enhancing research efficiency [3] - The company has received multiple awards for its technological innovations and commitment to social responsibility, including recognition as one of the "Top 100 Emerging Industry Enterprises in Shanghai" [4] Company Developments - Huizheng Finance completed the full-stack private deployment of its AI model DeepSeek, reducing analysis time from days to minutes, thereby improving investment research efficiency [3] - The company collaborates with major tech firms like Huawei and Alibaba Cloud to enhance the intelligence of financial services, integrating features that improve security and user experience [3] - The core product "Jindou Cloud Smart Investment" app leverages the HarmonyOS features to enhance security and interaction, while also optimizing team collaboration through Alibaba Cloud's technology [3] Industry Recognition - Huizheng Finance has been awarded for its "Zhangying Decision Stock Pool" project, which utilizes multi-factor models and AI algorithms to provide dynamic strategy support for investors [4] - The company emphasizes its commitment to social responsibility through charitable contributions and investor education, promoting a positive impact in the financial sector [4] Future Outlook - As a new council member, Huizheng Finance aims to explore the application of AI models in investment advisory services, collaborating with ecosystem partners to enhance service delivery [5] - The company views artificial intelligence as a core engine for improving quality and efficiency in the financial industry, with plans to contribute to Shanghai's development as a global financial technology center [5] Association Overview - The Shanghai Artificial Intelligence Industry Association, guided by the Shanghai Economic and Information Commission, consists of over 600 member units, including top tech companies and research institutions, focusing on AI technology development and application innovation [7] Company Background - Established in 1997, Huizheng Finance is one of the first certified professional securities investment consulting institutions in China, dedicated to helping investors preserve and grow their wealth through intelligent investment solutions [8]

Market Overview - The Dow Jones Industrial Average increased by 740.58 points, or 1.78%, closing at 42,343.65 [2] - The Nasdaq rose by 461.95 points, or 2.47%, ending at 19,199.16 [2] - The S&P 500 gained 118.72 points, or 2.05%, to close at 5,921.54 [2] - European markets showed mixed results, with the Euro Stoxx 50 up by 20.12 points (0.37%) and the German DAX increasing by 198.84 points (0.83%) [2] - Asian markets had varied performances, with the Nikkei 225 rising by 192.58 points (0.51%) while the Indian Sensex fell by 624.82 points (-0.76%) [2] Legislative Developments - Florida Governor Ron DeSantis signed legislation recognizing gold and silver as legal tender in the state, aimed at protecting residents from dollar depreciation [2] - The law establishes a framework for recognizing certain gold and silver coins as legal currency, exempting them from sales tax, and regulating their custodians [2] Economic Developments - Brazil extended trade protection measures for the steel industry, maintaining a 25% tariff on 19 steel products for an additional 12 months and expanding it to four more products [5] - India has surpassed Japan to become the world's fourth-largest economy, with plans to overtake Germany within 2.5 to 3 years [6] Corporate Actions - McKinsey has laid off over 10% of its workforce in the past 18 months, reducing its employee count from over 45,000 to approximately 40,000 [9] - Volvo announced a global layoff plan affecting about 3,000 employees, primarily in Sweden, representing 15% of its global office staff [10] - The restructuring is expected to incur a one-time cost of up to 1.5 billion Swedish Krona (approximately 1.127 billion RMB), impacting Volvo's financial performance in Q2 and extending into the next year [10]

热点追踪 【特朗普政府下令美使领馆暂停留学生新签证面试】 据财联社援引美国政治新闻网站"Politico"27日报道，美国特朗普政府正在考虑要求所有申请赴美留学的外国学 生接受社交媒体审查。这份由美国务卿鲁比奥27日签署的电报称，为准备实施这一审查要求，特朗普政府已下 令美国各大使馆和领事馆停止为此类学生签证申请人安排新的面试。 【东盟-中国-海合会峰会联合声明：鼓励社会资本和政府部门在能源基础设施建设方面的投资和合作】 据第一财经，东盟-中国-海合会峰会联合声明发布，其中提到，鼓励社会资本和政府部门在能源基础设施建设 方面的投资和合作，包括在东盟、中国和海合会相关倡议下的海底电缆和跨境输电等项目，以推动多边电力贸 易，加强区域能源联通性、韧性和市场一体化，包括通过可再生能源发电和液化天然气终端。就直接空气捕 获、增强型地热系统、下一代太阳能和风能等新兴技术开展联合研究和创新倡议，以支持长期能源可持续性和 低碳解决方案。 【山东高密一化工厂发生爆炸事故，已造成5人死亡6人失联19人轻伤】 据央视新闻，5月27日11时57分左右，山东高密友道化学有限公司一车间发生爆炸事故。事故发生后，各级组 织力量全力搜救。截 ...

据英国金融时报：麦肯锡在过去18个月裁减了逾10%的员工，为其近100年历史上规模最大的裁员之 一。 ...

麦肯锡裁员超过10%。（英国金融时报） ...