Group 1: Market Trends - Recent market focus has shifted to "anti-involution" and infrastructure sectors, which are more medium to long-term in nature[1] - As of July 21, the financing balance has risen to CNY 1,904.5 billion, approaching the March 20 high of CNY 1,940.2 billion[9] - The bull market atmosphere has led to increased risk-taking among investors, contributing to a FOMO (Fear of Missing Out) mentality[9] Group 2: Technology Sector Insights - The technology sector is expected to attract funds flowing out of the "anti-involution" and infrastructure sectors due to its solid logic and ongoing industrial narrative[2] - Semiconductor sector is poised for a rebound, with the ChiNext 50 index still undervalued compared to its position at the start of the technology bull market in February[20] - AI sector remains a focal point, with significant advancements and competition, including the anticipated release of GPT-5 this summer[23] Group 3: Investment Opportunities - Key areas to watch include semiconductors, AI, robotics, and deep-sea technology, which are expected to see strong performance[3] - The domestic GPU companies, such as Moer Thread and Muxi Co., have received IPO approvals, which may enhance market sentiment[20] - The deep-sea technology sector is gaining attention, particularly in relation to military and resource sectors, as highlighted in recent government meetings[28] Group 4: Risks and Considerations - There is a risk of accelerated style rotation in the equity market, which could impact technology investments[31] - Unexpected events in the technology sector could lead to significant changes in investment logic[31]

Core Insights - DMG Blockchain Solutions Inc. is enhancing its treasury management capabilities through a regulated custody platform operated by its subsidiary, Systemic Trust Company [1][2] - The company is currently focused on managing a digital asset portfolio primarily consisting of bitcoin, with potential plans to diversify into other digital assets [2][3] - DMG is ranked 54 among Top Public Bitcoin Treasury Companies, indicating its position in the market [2] Group 1: Company Initiatives - DMG has engaged a consultant to implement institutional-grade treasury management within its custody platform [1] - The company aims to leverage its existing bitcoin holdings and proceeds from Bitcoin mining to support its treasury management efforts [2] - DMG's CEO highlighted the shift in investor interest towards actively managed digital asset strategies rather than traditional ETFs [3] Group 2: Systemic Trust Company - Systemic Trust is fully regulated under the Alberta Loans and Trust Corporations Act, ensuring high standards of compliance and security for client digital assets [4] - The company combines regulatory compliance with advanced technology and robust insurance to enhance the digital asset custody experience [4] Group 3: Company Overview - DMG is a vertically integrated blockchain and data center technology company focused on monetizing digital assets and AI compute ecosystems [5] - The company operates a carbon-neutral Bitcoin ecosystem, facilitating sustainable and regulatory-compliant Bitcoin transactions for financial institutions [5]

Why Vietnam?Because the dev energy is unmatched. Because it’s one of the fastest growing Web3 communities in the world. Because the Sui ecosystem is growing - and we want to grow with you. ...

华见早安之声 亚洲时段，A股三大股指齐创年内新高，雅江水电站概念股继续大涨，商品爆发、玻璃焦煤焦炭多晶硅等涨停。 要闻 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 投资者等待谷歌和特斯拉等大型科技公司财报，消化关税相关消息，半导体、AI板块的科技巨头收跌，拖累纳指七连涨势头终结。得益于医疗保健、住宅 建筑等大部分非科技板块的普遍上涨，标普微涨、再创新高。 通用汽车跌超8%，二季度受特朗普关税影响业绩下滑。德州仪器三季度指引悲观，盘后股价跌逾11%。 美债收益率普跌，10年期收益率跌近3基点。美元三连跌，跌近0.5%。比特币涨2.3%，一度重回12万美元。 黄金涨超1%，重回3400美元，至一个月来高位。焦煤、焦炭夜盘暴涨。 Medpace Q2业绩碾压预期，股价暴涨近55%，带飞CRO概念股。 市场收报 纽约Talk第二季上新 | 33年交易老将，华尔街前线洞察 了解详情>> 欧美股市：标普500指数涨幅0.06%，报6309.62点。道指涨幅0.40%，报44502.44点。纳指跌幅0.39%，报20892.69点。欧洲STOXX 600指数收跌0.41%，报 544.34点。 贝森 ...

On Holding (ONON) closed the most recent trading day at $50.36, moving -5.36% from the previous trading session. The stock's performance was behind the S&P 500's daily gain of 0.06%. On the other hand, the Dow registered a gain of 0.41%, and the technology-centric Nasdaq decreased by 0.39%. Shares of the running-shoe and apparel company witnessed a gain of 0.26% over the previous month, trailing the performance of the Retail-Wholesale sector with its gain of 5.04%, and the S&P 500's gain of 5.88%.The upcomi ...

United Parcel Service (UPS) closed the most recent trading day at $101.14, moving +2.26% from the previous trading session. The stock exceeded the S&P 500, which registered a gain of 0.06% for the day. Meanwhile, the Dow experienced a rise of 0.41%, and the technology-dominated Nasdaq saw a decrease of 0.39%. The package delivery service's stock has dropped by 1.49% in the past month, falling short of the Transportation sector's gain of 4.05% and the S&P 500's gain of 5.88%.Market participants will be close ...

Canadian National (CNI) came out with quarterly earnings of $1.35 per share, missing the Zacks Consensus Estimate of $1.37 per share. This compares to earnings of $1.35 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -1.46%. A quarter ago, it was expected that this railroad would post earnings of $1.26 per share when it actually produced earnings of $1.29, delivering a surprise of +2.38%.Over the last four quarters, the compan ...

7月13日，上海证券交易所正式发布《科创板上市公司自律监管指引第5号——科创成长层》（以下简称 《科创成长层指引》），科创板存量32家未盈利企业即日起进入科创成长层，标志着科创板科创成长层 正式落地。 支持未盈利"硬科技" 相较于传统型企业，科技型企业不仅研发新技术、新产品耗时费力，培育新市场、实现商业化也需要较 长时间，企业往往长期处于未盈利状态。作为资本市场的"硬科技"试验田，科创板在设立之初便以"市 值+研发"第五套上市标准，开境内资本市场"允许无收入、未盈利企业上市"先河。数据显示，自2019年 科创板开板以来，6年间，有54家未盈利企业在科创板上市，并在上市后总体展现出良好的发展势头。 2024年度，54家上市时未盈利企业合计实现营业收入1744.79亿元，同比增长24%。其中，22家上市时 未盈利企业已首次实现盈利并摘"U"。 奥比中光科技集团股份有限公司是在科创板以未盈利状态上市的企业之一，其是行业领先的机器人视觉 及AI视觉科技公司，2022年7月在科创板上市，获称"3D视觉第一股"。奥比中光董事长、总经理黄源浩 表示，公司以未盈利状态上市，2025年第一季度实现扭亏为盈。"如今公司经营业绩持 ...

Manhattan Associates (MANH) Q2 2025 Earnings Call July 22, 2025 04:30 PM ET Company ParticipantsMichael Bauer - Senior Director - IREddie Capel - Executive ChairmanEric Clark - President, CEO & DirectorDennis Story - EVP & CFOTerry Tillman - Managing DirectorBrian Peterson - Managing DirectorMark Schappel - Managing DirectorConference Call ParticipantsJoe Vruwink - Senior Research AnalystDylan Becker - Research Analyst - Technology, Media & CommunicationsGeorge Kurosawa - Equity Research AnalystChris Quinte ...

Canadian National Railway Company (CNI) Q2 2025 Earnings Call July 22, 2025 04:30 PM ET Company ParticipantsStacy Alderson - AVP - IRTracy Robinson - CEO & PresidentDerek Taylor - EVP & Chief Field Operating OfficerPatrick Whitehead - EVP & Chief Network Operating OfficerJanet Drysdale - Interim Chief Commercial OfficerGhislain Houle - EVP & CFOCherilyn Radbourne - MD - Equity ResearchWalter Spracklin - Canadian Research Management & Co-Head of Global Industrials ResearchKen Hoexter - Managing DirectorRavi ...