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Netflix Earnings Beat; Powell To Speak On Tuesday
Forbes· 2025-07-18 13:00
Jerome Powell is scheduled to speak next week as controversy swirls over his future as Fed Chairman. ... More (Photo by Chip Somodevilla/Getty Images) In other news, Union Pacific is looking to acquire Norfolk Southern. According to The Wall Street Journal, the deal would create the largest rail operator in the country, creating the only network that would run coast to coast in the U.S. What I find most interesting about this potential acquisition is the relative few number of railroads to begin. In 2023 wh ...
“80后”博士开创AI新科技冲刺香港IPO:全球首个AI医学影像大模型的技术与商业化先行者!年收增速超30%,人均产值翻倍增长
财联社· 2025-07-18 12:52
面对外部资本涌入导致的控股权被稀释,宋宁选择了回购。 2020年7月,宋宁以2000万元的原价,回购了德清科技持有的全部德适生物股份。其后宋宁 于2021年5月及6月分别向德适诺达与宁波嘉缘转让了合计5.28%的股份。此次转让几乎没有 溢价,估计在转出时额外承担了巨额税负(根据国内税法,股权转让,如有公司估值增加,按 估值增加部分征收20%个人所得税,无论是否获利)。相信回购德清科技应当属于无奈之 举,根据德清科技的股东情况,或是德清科技受当时行业环境影响,而宋宁的回购体现对公司 的保护。 当前公司上市前的架构中,宋宁直接持股30.04%,并通过员工持股平台德适诺辉及三家投资 控股平台(德适诺达、德仟科技、德适诺鑫)合计控制52.06%的投票权。此外,德适生物还 获得了杭州紫洲、和途六号、国中投资、余杭经开等多轮投资,2025年6月最新一轮增资后投 后估值达25.6亿元。 在AI(人工智能)医疗被全球各大企业和知名大学一致看好的当下,全球医学影像AI领域的领 跑者德适生物科技股份有限公司(以下简称"德适生物")正通过18A方式冲刺港交所上市。 根据公开资料,公司创始人宋宁博士是一名"80后",他是教育部国家生 ...
X @BSCN
BSCN· 2025-07-18 12:30
RT BSCN (@BSCNews)SONIC LABS UNVEILS SPARK AI TO BUILD WEB3 APPS WITHOUT CODING- @SonicLabs introduced Spark, a new AI-driven platform designed to simplify Web3 app development.- This tool allows anyone to create and deploy full-stack decentralized apps just by using natural language, no coding skills needed.What Spark Brings to the Table:- Allows to build complex Web3 apps like DeFi protocols and NFT marketplaces using simple descriptions.- Covers frontend, backend, smart contracts, and hosting.- Features ...
X @TechCrunch
TechCrunch· 2025-07-18 12:27
Netflix starts using GenAI in its shows and films | TechCrunch https://t.co/9vYqVIRUJE ...
Wal-Mart De Mexico S.A.B. de C.V. ADR (WMMVY) Q2 2025 Pre Recorded Earnings Conference Call Transcript
Seeking Alpha· 2025-07-18 12:00
Wal-Mart De Mexico S.A.B. de C.V. ADR (OTCQX:WMMVY) Q2 2025 Pre Recorded Earnings Conference Call July 16, 2025 8:00 AM ET Company Participants Ignacio Caride - Executive President, Director General, CEO & Director Paulo Garcia - CFO and Senior VP of Administration & Finance Raúl Quintana - Chief Operating Omnichannel Officer Salvador Villasenor Barragan - Investor Relations Director Salvador Villasenor Barragan Good afternoon. I'm Salvador Villasenor in charge of Investor Relations at Walmex. Thank you for ...
140位投资人眼中的2025上半年
Tai Mei Ti A P P· 2025-07-18 11:57
他们的回答让我们看到:资本的热情在回归,但回归的是一种"带着冷静的信心"。 2025年上半年,一级市场正在经历一场"不剧烈但真实"的回暖,没人再喊"寒冬将至",但也没人说"春 天来了"。 7月11日,华兴资本发布其最新的CR Index一级市场温度指数报告,这份报告调研了140位覆盖主流 VC、PE、CVC与国家队基金/地方政府投资平台的投资人,核心探讨了几个关键问题:他们还投吗?投 什么?怎么看AI?港股IPO真火了吗?哪些赛道开始降温,哪些出海方向正在崛起? 出手节奏提速了,但标准更高了;AI、具身智能仍是最热关键词,但估值分歧开始加剧;港股不再 是"退而求其次",而是"最优解";出海方向也发生变化,北美降温、东南亚与欧洲崛起,"去美国化"成 为一些投资机构的共识。 这不是一个狂飙的市场,而是一个重建理性、重新评估退出、重新思考产业确定性的市场,也是一份投 资人集体认知转变的缩影。 本文精选华兴一极市场温度指数报告中的核心数据并加以解读,围绕情绪变化、赛道冷热、估值波动、 退出路径与出海策略五个维度,呈现一级市场的真实判断。(本文涉及所有数据及图表均出自"CR Index华兴一级市场温度指数报告") 理性 ...
4人团队,连做两款AI教育爆款,AI时代小团队创业取胜指南
Founder Park· 2025-07-18 11:37
以下文章来源于多知 ,作者王上 多知 . 关注AI+教育场景、AI学习工具、教育智能硬件等前沿趋势,有意思,有价值,有细节,有深度。 "公司越来越小,融资轮次被推迟,盈利时间却大幅提早,这在AI时代成为可能。" Oleve联创兼CTO Sidhant Bendre (以下简称成Sid)在一次演讲中分享道,"团队臃肿和无止境招聘的时代已经结束,小团队时代来临。" Oleve 是一家AI 创企业,团队仅有 4人,但实现了 600万美元(约合4300万元)的年化收入。公司 背后有多个天使投资人支持,包括Neo、Slack联合创始人Cal Henderson、 Cognition总裁Russell Kaplan以及Tinder前CTO Maria Zhang。 Oleve公司旗下有三款产品,其中两款是学习应用:Quizard AI(拍搜答疑工具)和Unstuck AI(AI辅助整理课堂笔记)。最近,Unstuck 一度排到了教育应用排行榜的第三 位,仅次于Gauth和Duolingo。 Oleve采用病毒营销的方式,公司产品在各大社交平台累计获得超过5亿次观看量。 为什么两款教育AI产品能在短时间内成爆款?小团队如何 ...
Here's Why Joby Aviation Stock Took Off Vertically This Week
The Motley Fool· 2025-07-18 11:16
Joby Aviation (JOBY 8.97%) soared by 47.2% this week on news of the expansion of an existing manufacturing site in Marina, California. The expansion is a key part of its growth plan as it prepares to scale up production of its air taxis in anticipation of entering the market.Heavyweight backingThere's no shortage of investment in the electric vertical takeoff and landing (eVTOL) market, and several competitors are developing air taxis. Still, as Tesla investors will argue regarding their company's robotaxi ...
加仓!有基金经理压中15倍牛股!
天天基金网· 2025-07-18 11:15
Core Viewpoint - The A-share market is experiencing a bullish trend, with the Shanghai Composite Index reaching a new closing high for the year, driven by sectors such as rare earths, energy metals, coal, and non-ferrous metals [1][2][4]. Group 1: Market Performance - The three major A-share indices continued to rise, with the Shanghai Composite Index hitting a year-to-date closing high [1][2]. - The total trading volume in the two markets reached 1.57 trillion yuan, with sectors like rare earths, coal, and non-ferrous metals leading the gains, while gaming, photovoltaic, and consumer electronics sectors saw corrections [4]. - Analysts believe the market is in a new bullish phase, supported by improved investor sentiment and the influx of new capital, although there are strong resistance levels to consider [5]. Group 2: Sector Analysis - The "anti-involution" policy is gaining traction, leading to a collective strength in resource sectors such as rare earths, lithium, coal, and non-ferrous metals, with companies like China Molybdenum and Shengxin Lithium Energy hitting the daily limit [8]. - The technology growth sector is also active, with innovations in pharmaceuticals and AI, particularly following the easing of restrictions on Nvidia chips, which is expected to reshape the AI industry chain [10][11]. - The Ministry of Industry and Information Technology has announced initiatives to promote innovation in humanoid robots, the metaverse, and brain-computer interfaces, indicating a focus on future industries [12]. Group 3: Investment Opportunities - Despite the Shanghai Composite Index surpassing 3,500 points, the stock market still offers value based on valuation metrics and stock-bond yield ratios [14]. - As companies begin to disclose their semi-annual reports, the overall performance of A-share companies is expected to be better than the same period last year, suggesting a return to an earnings-driven market [16]. - Key sectors to watch include home appliances, consumer electronics, and high-end manufacturing, which are expected to maintain growth due to supportive policies and market conditions [18][19][29]. Group 4: Fund Manager Insights - Recent fund reports indicate that many fund managers have increased their equity positions, particularly in technology and healthcare sectors, with some focusing on stocks like Xinyisheng, which has seen a significant price increase of nearly 1500% since the beginning of 2023 [23][24]. - Fund managers express optimism about equity assets, identifying structural opportunities in innovative pharmaceuticals, AI, and high-end manufacturing as key areas for investment [27][29]. - The overall sentiment among fund managers is positive, with a focus on capturing growth opportunities while managing risk through diversified portfolios [26][29].
太平洋证券:各大板块百家争鸣,目前有三大主线
天天基金网· 2025-07-18 11:15
Group 1 - The core viewpoint of Pacific Securities is that there are three main lines in the market, with various sectors showing signs of recovery, particularly in areas like photovoltaic, pig farming, and glass, which are at historical lows and present opportunities for active participation [3] - The second main line involves sectors undergoing significant industrial transitions, such as solid-state batteries and innovative pharmaceuticals [3] - The third main line focuses on high-dividend sectors, particularly coal, which benefits from anti-involution policies, and energy sectors supported by oil prices remaining above $40, alongside banks and insurance benefiting from changes in fund inflows [3] Group 2 - According to Caixin Securities, the A-share market is expected to operate with a strong oscillation trend, transitioning from a "weight-based" to a "theme-based" market, with structural opportunities emerging [4][5] - The macroeconomic environment shows no significant negative factors before August, indicating a new bullish window, with improved investor sentiment and incoming funds providing upward momentum for indices [5] - The implementation of anti-involution policies could alleviate the "increasing revenue without increasing profit" dilemma for companies, potentially leading to a new phase of market growth [5] Group 3 - China Galaxy Securities emphasizes that the technology growth sector remains a long-term mainstay in the market, driven by policy support and industrial upgrades, with areas like AI computing, robotics, and semiconductors showing long-term development potential [6] - The recommendation is to focus on high-performing value stocks within the technology sector, targeting high-growth sub-sectors while managing overall risk [7]