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政策反复无常引发担忧 美多家企业重评业绩指引
news flash· 2025-04-30 23:55
政策反复无常引发担忧 美多家企业重评业绩指引 由于美国政府关税政策带来的不确定性,多家企业宣布撤回或取消发布业绩指引。美国三大汽车制造商 之一的斯特兰蒂斯汽车公司4月30日表示,由于美国政府关税政策带来的不确定性,它将撤回此前发布 的2025年度业绩指引。美国捷蓝航空公司于4月29日表示,由于美国政府的政策给宏观经济带来不确定 性,公司将撤回年度业绩指引,其首席执行官乔安娜·杰拉蒂表示,公司正在考虑因需求下降而进一步 削减运力,并重新规划飞机退役计划。美国社交软件"阅后即焚"的母公司也于4月29日表示,鉴于未来 宏观经济状况的不确定性,公司取消公布第二季度的业绩指引。据美国华尔街日报报道,在对三百多名 企业高管的调查中,84%的受访者表示,对美国当前的政治和法律环境可能对其业务所产生的影响感到 担忧。大约45%的受访企业高管表示,美国政府近期的政策已经对他们公司的竞争力造成了损害。 ...
慧聪集团(02280.HK)4月30日收盘上涨9.09%,成交1.01万港元
Jin Rong Jie· 2025-04-30 08:43
4月30日,截至港股收盘,恒生指数上涨0.51%,报22119.41点。慧聪集团(02280.HK)收报0.18港元/ 股,上涨9.09%,成交量6.35万股,成交额1.01万港元,振幅13.94%。 行业估值方面,软件服务行业市盈率(TTM)平均值为-3.95倍,行业中值-1.89倍。慧聪集团市盈 率-0.69倍,行业排名第145位;其他博雅互动(00434.HK)为3.33倍、京投交通科技(01522.HK)为3.5 倍、黄河实业(00318.HK)为3.97倍、自动系统(00771.HK)为4.19倍、俊盟国际(08062.HK)为4.53 倍。 资料显示,慧聪集团有限公司(02280.HK)创立于1992年,香港主板上市公司,致力于用互联网和大数据赋 能传统产业,成为中国领先的产业互联网集团。2017年10月18日,慧聪集团全面转型产业互联网。慧聪集 团通过29年服务60余个行业的2700万客户的经验,建立起对行业敏锐的洞察力和触达客户的能力,拥有对 垂直行业的理解和痛点的深度认知。在供应链有机会重塑的领域,在重服务的领域,在创新商业模式的领 域,慧聪发挥互联网工具和技术的优势,做提高效率的价值链重构 ...
名科国际(08100.HK)4月30日收盘上涨10.59%,成交5640港元
Sou Hu Cai Jing· 2025-04-30 08:26
最近一个月来,名科国际累计跌幅4.49%,今年来累计涨幅4.29%,跑输恒生指数9.71%的涨幅。 (以上内容为金融界基于公开消息,由程序或算法智能生成,不作为投资建议或交易依据。) 财务数据显示,截至2024年12月31日,名科国际实现营业总收入9662.12万元,同比增长12.97%;归母 净利润199.19万元,同比增长109.19%;毛利率68.28%,资产负债率20.45%。 来源:金融界 机构评级方面,目前暂无机构对该股做出投资评级建议。 4月30日,截至港股收盘,恒生指数上涨0.51%,报22119.41点。名科国际(08100.HK)收报0.188港元/ 股,上涨10.59%,成交量3万股,成交额5640港元,振幅0.0%。 行业估值方面,软件服务行业市盈率(TTM)平均值为-3.95倍,行业中值-1.89倍。名科国际市盈率 35.13倍,行业排名第47位;其他博雅互动(00434.HK)为3.33倍、京投交通科技(01522.HK)为3.5 倍、黄河实业(00318.HK)为3.97倍、自动系统(00771.HK)为4.19倍、俊盟国际(08062.HK)为4.53 倍。 资料显示,名科国际 ...
和讯投顾赵冰忆:若市场出现反弹,需密切关注成交量水平
He Xun Cai Jing· 2025-04-30 07:26
(原标题:和讯投顾赵冰忆:若市场出现反弹,需密切关注成交量水平) 4月30日,和讯投顾赵冰忆针对当日市场走势发表了看法。她提到,昨日刚指出上证指数10日线破位后 应降低做多预期,今日创业板指数却意外大涨1%。尽管昨日已提及创业板指数10日线未破位,相对表 现较强,但这样的走势仍让她感到无奈。 赵冰忆强调,若市场出现反弹,需密切关注成交量水平。从上午的成交量来看,与昨日相差无几,并未 出现明显放量。在此情况下,她提醒投资者需警惕年线位置可能出现的冲高回落走势,与前两天的情况 类似。同时,她指出上证指数10日线仍处于破位状态,仓位不宜过重,需时刻小心市场在此处形成圆弧 顶后直接下落回踩。若上证指数回踩力度过大,即便创业板指数试图单边护盘,也难以获得良好反馈。 从涨停板集中度来看,汽车板块有8家个股涨停,其中不少已连续两个交易日涨停,而电气设备板块则 主要以首板为主。然而,她关注的软件服务和通信设备板块涨停板数量并未显著增加,显示市场尚未形 成主线行情。在此背景下,她提醒投资者需警惕一日游行情的可能性。 在板块指数运行方面,赵冰忆认为市场今日试图兼顾科技与消费两大板块,但鉴于成交量并未明显放 大,这种两手抓的策略难 ...
FICO(FICO) - 2025 Q2 - Earnings Call Transcript
2025-04-30 01:54
Financial Data and Key Metrics Changes - The company reported Q2 revenues of $499 million, an increase of 15% year-over-year [5][15] - GAAP net income for the quarter was $163 million, up 25% from the prior year, with GAAP earnings per share at $6.59, a 28% increase [6][20] - Non-GAAP net income was $193 million, also up 25%, with non-GAAP earnings per share at $7.81, a 27% increase [6][20] - Free cash flow for the quarter was $65 million, a 6% increase year-over-year, with total free cash flow over the last four quarters at $677 million, up 45% [6][21] Business Line Data and Key Metrics Changes - In the Scores segment, revenues were $297 million, up 25% year-over-year, with B2B revenues increasing by 31% primarily due to mortgage originations [7][15] - B2C revenues grew by 6%, driven by indirect channel partners [7][15] - Mortgage origination revenues surged by 48%, accounting for 54% of B2B revenue and 44% of total Scores revenue [7][8] - The Software segment reported revenues of $202 million, a 2% increase from the prior year, with on-premises and SaaS software revenue growing by 4% [11][15] Market Data and Key Metrics Changes - The Americas region contributed 86% of total company revenues, while EMEA and Asia Pacific regions generated 9% and 5% respectively [16] - Total software ARR was $715 million, a 3% increase year-over-year, with platform ARR growing by 17% [12][17] - The dollar-based net retention rate was 102%, with platform NRR at 110% and non-platform at 96% [12][18] Company Strategy and Development Direction - The company continues to focus on innovation, with new products like the FICO Score mortgage simulator and FICO Score 10T being highlighted [9][10] - Partnerships with companies like Fujitsu and Dakado aim to enhance digital transformation and precision in the life insurance industry [13] - The company is committed to expanding its indirect sales channels and enhancing its partner network [11][112] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the fiscal year guidance despite macroeconomic uncertainties [22] - The company noted that while there are headwinds in customer outreach programs, the overall business remains healthy [34][41] - Management emphasized the importance of customer education in maximizing the value of their offerings [115] Other Important Information - The company repurchased 112,000 shares in Q2 at an average price of $18.49 per share [22] - The effective tax rate for the quarter was 23.7%, with expectations of around 22% for the full year [20] Q&A Session Summary Question: How did results compare to expectations? - Management acknowledged the current environment's uncertainty and maintained a conservative approach to guidance [31] Question: What is the outlook for software reacceleration? - Management indicated that macroeconomic factors are influencing growth, but they remain optimistic about platform growth [32][34] Question: Any changes in credit origination volumes? - Management noted no significant changes in credit origination volumes but acknowledged the lag in data reporting [38][40] Question: Are there changes in customer behavior regarding platform sales cycles? - Management reported no significant changes in sales cycles, indicating that the platform remains a strategic purchase for customers [45][46] Question: What is the outlook for professional services revenue? - Management expects professional services revenue to increase in the second half of the year due to timing issues [117] Question: What are the strategic priorities moving forward? - Management highlighted upcoming innovations and the use of AI, with announcements expected at FICO World [121]
创业板指涨逾1% 上涨个股近3800只
news flash· 2025-04-30 01:51
创业板指涨逾1% 上涨个股近3800只 智通财经4月30日电,指数走强,创业板指拉升涨逾1.00%,沪指涨0.11%,深成指涨0.66%。AI应用、 医疗器械、软件服务等方向涨幅居前,沪深京三市上涨个股近3800只。 ...
【机构调研记录】汇丰晋信基金调研德科立、传音控股等8只个股(附名单)
Sou Hu Cai Jing· 2025-04-30 00:13
Group 1: Company Insights - Dekoli's Q1 2025 revenue increased by 6% year-on-year, but profit margins significantly declined due to high-cost DCI business and product structure adjustments [1] - Transsion Holdings reported Q1 2025 revenue of 13.004 billion, a decrease of 25.45% year-on-year, with net profit down 69.87% due to market competition and supply chain costs [2] - Guangdong Hongda's Q1 gross margin for civil explosives improved compared to the previous year, with expectations for further margin increases as market consolidation progresses [3] - Glodon plans to optimize its personnel structure and expand its digital cost management business, with a focus on urban renewal and a positive outlook for growth in this area [4] - Jieshun Technology aims to increase parking revenue by 5% to 20% through various strategies, with a gross margin of over 70% for certain business segments [5] - YHLO is integrating AI technologies into its product matrix and customer service, enhancing its laboratory automation solutions [6] - AVIC Chengfei is in the component production phase, expecting to enter the product delivery cycle in Q2 2025, which will support its annual performance [7] - Jingzhida's semiconductor business revenue share rose to over 30%, with expectations for further growth and improved gross margins through domestic component substitution [8] Group 2: Industry Trends - The DCI market is experiencing a surge in demand driven by computing power needs, with Dekoli prioritizing capacity for existing orders [1] - Transsion Holdings is focusing on emerging markets with low smartphone penetration, aiming to enhance product innovation and expand its business scale [2] - The civil explosives market is expected to see increased concentration and margin improvements as industry consolidation accelerates [3] - Glodon's digital cost management solutions are positioned to meet diverse client needs, particularly in urban renewal projects [4] - The parking industry is leveraging AI and e-commerce models to enhance revenue streams and operational efficiency [5] - The integration of AI in laboratory automation is becoming a key trend, with companies like YHLO leading the charge [6] - The aerospace industry is focusing on high-quality information disclosure and investor relations to enhance market value [7] - The semiconductor sector is witnessing a shift towards domestic component production, which is expected to improve supply chain security and profitability [8]
【私募调研记录】幻方量化调研广联达
Zheng Quan Zhi Xing· 2025-04-30 00:10
机构简介: 幻方量化(九章资产)是一家依靠数学与计算机科学进行量化投资的对冲基金公司。创始团队于2008年开 始致力于量化对冲领域的研究、创新与实践,依靠强大的系统、独特的模型、严谨的风控,始终保持令 人瞩目的投资业绩。幻方量化是国内金融衍生品交易与设计的领先者,始终走在创新的前沿。幻方量化 始终坚持最高的法律和道德标准,借助科学与科技的力量,尝试他人难以想象的创新研究,拥有世界一 流的行情、交易、研究、回测和风控系统,使用深度学习等人工智能前沿科学优化传统量化策略研究方 法。幻方量化团队由各领域顶尖人才组成,团队成员包括国内最早的量化交易者、金牛奖获得者、智能 机器人科研领域、互联网搜索引擎、大数据与模式识别、深度学习领域的专家。他们具有丰富的科学研 究、软件架构、软硬件工程和投资经验,对量化交易技术及策略造诣颇深。非凡的团队创造惊人的奇 迹,幻方量化立志成为世界顶级的量化投资公司,推进中国量化对冲基金的健康发展。 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。 根据市场公开信息及4月29日披露的机构调研信息,知名私募幻方量化近期对 ...
FICO(FICO) - 2025 Q2 - Earnings Call Transcript
2025-04-29 21:00
Fair Isaac Corporation (FICO) Q2 2025 Earnings Call April 29, 2025 05:00 PM ET Company Participants Dave Singleton - Vice President - IRWilliam Lansing - CEOSteve Weber - Executive VP & CFOSimon Clinch - PartnerFaiza Alwy - Managing Director, US Company ResearchJoshua Dennerlein - Head of Business & Information Services equity researchScott Wurtzel - SVP - Equity ResearchKevin McVeigh - Managing DirectorMatthew O'Neill - Managing Director Conference Call Participants Manav Patnaik - Managing Director, Equit ...
光云科技2024年净利润大降 受到电商平台促进中小商家降本增效的影响
Xi Niu Cai Jing· 2025-04-29 11:21
Core Viewpoint - In 2024, Guangyun Technology reported a slight increase in revenue but significant net losses, indicating challenges in balancing its customer base between large and small merchants [2][3]. Financial Performance - The total revenue for 2024 was 478 million yuan, a year-on-year increase of 0.49% [2]. - The net loss attributable to shareholders was 82.0461 million yuan, a decrease of 344.77% compared to the previous year [2]. - The basic earnings per share were -0.19 yuan [2]. - The gross profit margin for 2024 was 65.52%, an increase of 2.35 percentage points year-on-year [3]. - The net profit margin was -17.92%, a decrease of 14.08 percentage points year-on-year [3]. Segment Performance - Revenue from core products for large merchants grew by 12.03%, while revenue from small merchants declined by 5.86% [3]. - In Q4 2024, the company achieved revenue of 125 million yuan, a year-on-year increase of 1.12% and a quarter-on-quarter increase of 6.19% [3]. Expense Analysis - Total operating expenses for 2024 were 382 million yuan, an increase of 9.9652 million yuan year-on-year [3]. - The expense ratio was 79.93%, up 1.71 percentage points year-on-year [3]. - Sales expenses increased by 9.22%, management expenses by 7.81%, R&D expenses by 5.01%, and financial expenses by 21.23% [3]. Cash Flow - The net cash flow from operating activities was 54.1561 million yuan, an increase of 31.3114 million yuan year-on-year [4]. - The improvement in cash flow was attributed to better performance in core business activities, without reliance on accounts receivable management or extending supplier payment terms [4]. Company Overview - Guangyun Technology was established on August 29, 2013, and went public on April 29, 2020 [5]. - The company specializes in providing SaaS products for e-commerce merchants, along with supporting hardware, operational services, and value-added products such as CRM SMS [5].