Core Viewpoint - Momentum investing focuses on "buying high and selling higher," contrasting with traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Characteristics - Momentum investing can be risky as stocks may lose momentum when their valuations exceed future growth potential [2] - A safer approach involves investing in bargain stocks that exhibit recent price momentum, identified through the Zacks Momentum Style Score [3] Group 2: Jabil (JBL) Stock Analysis - Jabil (JBL) has shown a four-week price change of 0.4%, indicating growing investor interest [4] - Over the past 12 weeks, JBL's stock has gained 32.6%, with a beta of 1.2, suggesting it moves 20% more than the market [5] - JBL has a Momentum Score of B, indicating a favorable time to invest [6] - JBL's upward trend in earnings estimate revisions has earned it a Zacks Rank 2 (Buy), which is associated with strong momentum effects [7] - The stock is trading at a Price-to-Sales ratio of 0.82, suggesting it is undervalued [7] Group 3: Investment Opportunities - JBL is positioned for further growth, and there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen [8] - Investors can explore over 45 Zacks Premium Screens tailored to different investing styles for potential stock picks [9]

Group 1 - The company plans to raise up to 300 million yuan through a simplified procedure for issuing shares, with the funds allocated for upgrading the PCB production line for high-end servers and supplementing working capital [1] - The total investment for the PCB production line upgrade project is 250 million yuan, with 240 million yuan expected to be funded from the raised capital, and the project is set to take 18 months to complete [1] - The project is projected to generate an average annual sales revenue of 239 million yuan and an average annual net profit of approximately 21.55 million yuan, with a post-tax internal rate of return of 15.48% and a payback period of 6.43 years [1] Group 2 - The demand for high-end server products with high computing power, reliability, and low power consumption is increasing due to the deep penetration of the digital economy, leading to rapid technological iterations in PCBs [2] - High-end server PCBs have a higher unit price compared to ordinary server PCBs, with the price of PCBs with more than 18 layers being approximately three times that of 12-16 layer PCBs [2] - The company has established a market foundation for the project by successfully developing clients in the optical module and high-end server PCB market, including ZTE, Ruijie Networks, and Luxshare Precision [2] Group 3 - The company expects a revenue increase to 3.396 billion yuan in 2024, representing a year-on-year growth of 14.63%, driven by increased orders from the downstream market [3] - Despite the revenue growth, the company faced a net loss of 344 million yuan due to underutilization of production capacity and increased fixed costs amid intensified industry competition [3] - In the first quarter of this year, the company reported a revenue of 872 million yuan, a year-on-year increase of 36.84%, while the net loss narrowed to 33.26 million yuan [3]

证券代码：603773 证券简称：沃格光电 公告编号：2025-068 统一社会信用代码：91360500698460390M 江西沃格光电集团股份有限公司 关于完成工商变更登记的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 江西沃格光电集团股份有限公司（以下简称"公司"）分别于2025年7月21日、2025年8月6日，召开第四 届董事会第二十四次会议及2025年第二次临时股东大会，审议通过了《关于变更注册资本、取消监事会 及修订〈公司章程〉的议案》。因公司2023年股票期权与限制性股票激励计划股票期权自主行权，2025 年4月23日至2025年6月28日，注册资本由223,477,233元增加至223,490,233元；同时，根据最新的法规要 求，公司不再设置监事会与监事，由董事会审计委员会行使《公司法》规定监事会的相关职权，并相应 废止公司监事会相关制度。因此，根据公司注册资本变动情况及《上市公司章程指引》修订的相关条 款，公司对《公司章程》部分条款进行修订。具体内容详见公司于2025年7月22日在上海证券交易所网 ...

Core Viewpoint - Jabil (JBL) has been upgraded to a Zacks Rank 1 (Strong Buy) due to an upward trend in earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Movement - The Zacks rating system is based on the consensus measure of EPS estimates from sell-side analysts, reflecting the company's changing earnings picture [1][2]. - Changes in future earnings potential, as indicated by earnings estimate revisions, are strongly correlated with near-term stock price movements [4][6]. - Rising earnings estimates for Jabil indicate an improvement in the company's underlying business, likely leading to increased stock prices [5][10]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7][9]. - Only the top 5% of Zacks-covered stocks receive a "Strong Buy" rating, indicating superior earnings estimate revisions [9][10]. Specifics on Jabil's Earnings Estimates - Jabil is expected to earn $9.39 per share for the fiscal year ending August 2025, with no year-over-year change [8]. - Over the past three months, the Zacks Consensus Estimate for Jabil has increased by 5.5% [8].

证券代码：603773 证券简称：沃格光电 公告编号：2025-068 公司名称：江西沃格光电集团股份有限公司 统一社会信用代码：91360500698460390M 公司类型：股份有限公司（上市、自然人投资或控股） 公司住所：江西省新余高新技术产业开发区西城大道沃格工业园 法定代表人：易伟华 注册资本：贰亿贰仟叁佰肆拾玖万零贰佰叁拾叁元整 江西沃格光电集团股份有限公司 关于完成工商变更登记的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 江西沃格光电集团股份有限公司（以下简称"公司"）分别于 2025 年 7 月 21 日、2025 年 8 月 6 日，召开第四届董事会第二十四次会议及 2025 年第二次临时股东 大会，审议通过了《关于变更注册资本、取消监事会及修订 <公司章程> 的议案》。 因公司 2023 年股票期权与限制性股票激励计划股票期权自主行权，2025 年 4 月 23 日至 2025 年 6 月 28 日，注册资本由 223,477,233 元增加至 223,490,233 元；同时， 根据最新的法规要 ...

Group 1 - The company, Dongshan Precision (002384.SZ), operates in various sectors including electronic circuits, optoelectronic displays, and precision manufacturing [1] - The company's products are widely used in consumer electronics such as mobile phones, tablets, laptops, as well as in new energy vehicles, communication equipment, industrial applications, and artificial intelligence [1]

Core Viewpoint - A new company, 桃江县昕橙科技有限公司, has been established with a registered capital of 200,000 RMB, focusing on various electronic and mechanical products and services [1] Company Summary - The legal representative of the company is 许丽萍 [1] - The registered capital of the company is 200,000 RMB [1] - The company operates in a wide range of sectors including electronic product sales, mechanical equipment sales, and manufacturing of various electronic components [1] Industry Summary - The company’s business scope includes the manufacturing of power electronic components, semiconductor lighting devices, and household appliances [1] - It also engages in the import and export of goods and technology, as well as the retail of computer hardware and software [1] - The company is involved in the manufacturing of industrial control computers and systems, as well as electronic special materials and equipment [1]

天眼查App显示，近日，合肥安益电通智能科技有限公司成立，法定代表人为姚子璇，注册资本100万 人民币，经营范围为一般项目：信息系统集成服务；软件开发；软件销售；配电开关控制设备制造；技 术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；电力电子元器件制造；电容器及其配 套设备制造；变压器、整流器和电感器制造；输配电及控制设备制造；电池制造；电力设施器材制造； 电气信号设备装置制造；电子专用设备制造；通信设备制造；电工仪器仪表制造；电子测量仪器制造； 其他通用仪器制造；环境监测专用仪器仪表销售；安防设备制造；工程管理服务；电气设备销售；安防 设备销售；电子产品销售；金属制品销售；智能无人飞行器销售；智能机器人的研发；智能机器人销 售；货物进出口；技术进出口（除许可业务外，可自主依法经营法律法规非禁止或限制的项目）许可项 目：输电、供电、受电电力设施的安装、维修和试验；建设工程施工；电气安装服务；供电业务（依法 须经批准的项目，经相关部门批准后方可开展经营活动，具体经营项目以相关部门批准文件或许可证件 为准）。 ...

天眼查App显示，近日，保定活源流体科技有限公司成立，法定代表人为岳红莲，注册资本20万人民 币，经营范围为一般项目：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广;电子产 品销售;配电开关控制设备制造;通用设备制造（不含特种设备制造）;金属制品销售;塑料制品销售;五金 产品零售;电子元器件与机电组件设备制造;机械电气设备制造;仪器仪表制造（除依法须经批准的项目 外，凭营业执照依法自主开展经营活动）。 ...

财务数据显示，截至2024年12月31日，盟军集团收入总额1007.3万美元，同比增长182.24%；归母净利 润-1341.3万美元，同比减少680.28%。 8月9日，盟军集团(TROO)盘中上涨7.61%，截至03:50，报0.8美元/股，成交5.04万美元，总市值8648.81 万美元。 资料显示，盟军集团于2020年12月4日由"上为集团"更名而来。集团前身"上为集团有限公司"是一家境 外离岸公司。上为(深圳)科技有限公司是上为集团有限公司中国大陆运营总部,该集团是专门从事液晶显 示及网络通讯产品研发与制造的高科技型企业,公司于2010年12月在美国纳斯达克交易所挂牌上市。 本文源自：金融界 作者：行情君 ...