各位兄弟姐妹们，我是帮主郑重，干了20年财经记者，现在更爱跟大家唠唠接地气的投资干货。今儿个咱们不聊虚的，直接上硬菜——7月A股到底咋走？ 哪些板块能吃肉？咱们普通散户该咋操作？ 先给大家吃颗定心丸：券商圈现在基本达成共识，7月A股大概率震荡上行！上证指数刚突破3400点，就像开车上了高速，短期刹车可能性不大。为啥？你 看啊，国内政策暖风频吹，科创板改革、IPO预审阅这些大招，摆明了要给市场输血；国外呢，美联储降息预期升温，中东局势也缓和了，资金正从避险资 产往股市里钻。 不过咱得先搞清楚，这波行情不是普涨，而是结构性机会。啥意思？就像吃火锅，有人爱吃麻辣锅，有人爱菌汤锅，A股7月就是各板块轮流"涮肉"。根据 十大券商的观点，我给大家划三个重点方向： 第一，科技硬菜管够吃。 AI、算力、半导体这些科技股，现在就像刚出锅的毛肚，又嫩又脆。你想啊，三季度科技企业IPO重启，产品催化一个接一个，资金不炒它们炒谁？而且科 创板改革后，未盈利的科技公司也能上市，这相当于给科技板块加了把火。具体咋选？可以盯着光模块、PCB这些海外算力产业链的细分领域，还有国产算 力、机器人这些代表未来趋势的方向。 第二，金融搭台稳军心。 ...

Market Performance - Wall Street experienced solid gains in June, with the S&P 500 rising 4.4%, the Dow Jones up 3.66%, and the Nasdaq climbing 6% [1] - The rally was primarily driven by a tech boom, despite geopolitical tensions, particularly between Israel and Iran, which initially pushed oil prices higher [1] - The United States Oil Fund (USO) increased by 9% over the month, reflecting the surge in crude prices [1] Economic Data - U.S. economic data showed mixed results, with inflation rising slightly to 2.4% in May, below expectations of 2.5% [2] - The U.S. economy contracted at an annualized rate of 0.5% in Q1 2025, marking a sharper decline than the previously estimated 0.2% drop [2] - Retail sales fell by 0.9% in May, following a modest decline of 0.1% in April, amid ongoing economic uncertainty [2] Corporate Developments - Coinbase shares surged approximately 42% over the past month due to its entry into the stablecoin market and optimism around crypto trading volumes [4] - NVIDIA's stock rallied over 13%, driven by strong earnings and resilience despite new export bans to China [4] Global Monetary Policy - The Bank of Japan announced plans to gradually slow its bond purchases starting April 2026, aiming to reduce Japanese Government Bond (JGB) purchases to around 2 trillion yen per month by early 2027, down from 3 trillion yen [5] ETF Performance - GraniteShares Platinum Trust (PLTM) increased by 23.2%, driven by supply shortages and rising Chinese imports, with platinum surging more than 50% in 2025 [7] - PLUS Korea Defense Industry Index ETF (KDEF) rose by 21.7%, reflecting a surge in Korean defense stocks due to major international contracts [8][9] - ARK Innovation ETF (ARKK) gained 20.3%, with standout performers including Coinbase and Roblox [10] - CoinShares Valkyrie Bitcoin Miners ETF (WGMI) increased by 19%, with top holdings IREN Ltd. and Core Scientific jumping 62.8% and 55.8% respectively [11] - Global X Hydrogen ETF (HYDR) rose by 18.6%, benefiting from advancements in hydrogen technology and supportive policies for clean energy [12]

Core Insights - The 7th Tourism Industry Development Conference in Heilongjiang Province will take place in Fuyuan, focusing on tourism integration and opportunities [1][2] Group 1: Conference Highlights - The conference aims to create a tourism development blueprint for Fuyuan, promoting it as a notable tourism destination and seeking economic breakthroughs [3] - It will strengthen interconnectivity by inviting guests from nearly 20 countries and regions to enhance tourism ties [4] - The event will blend tourism with various sectors such as agriculture, sports, commerce, trade, and healthcare [5] Group 2: Technological Integration - High-tech innovations like metaverse, artificial intelligence, and virtual reality will be utilized to upgrade the tourism industry and showcase new applications [5] Group 3: Collaborative Opportunities - Fuyuan has partnered with renowned travel agencies to create boutique tourism routes, enhancing the local tourism offerings [6]

Ne Zha 2 is the most successful movie in Chinese history. So why is the film industry so depressed? https://t.co/xB7ggIDsJ8 ...

Ne Zha 2 is the most successful movie in Chinese history. So why is the film industry so depressed? https://t.co/iJeEheQ3E5 ...

To protect their formulas, the four giants that dominate the fragrance industry have developed a culture of secrecy. Trustbusters have been poking their noses into it https://t.co/YsSwrZHKUt ...

How do the changing needs of the electronics industry shape the surface of the world? 1843 travels from Indonesia to Chile to document humanity’s search for critical minerals https://t.co/cx44MTpAcL https://t.co/dUOIuiGGmD ...

椰子运输时间从40天压缩到7天，损耗率从8%降至3%以内 椰子专线"帕鲁港-洋浦港"直航实现周班化运营 海南日报海口6月26日讯(海南日报全媒体记者 孙慧 实习生 吴琦)6月26日，在定安县塔岭工业园区 海南大好麦食品有限公司车间的全自动化生产线上，一个个椰子被机器剖开，提取椰子水进行包 装。"这批椰子是从洋浦运送过来的，现在每周都有直航船次从印度尼西亚运送椰子到洋浦港，原料有 保障了，我们的生产线也加足马力生产。"该公司营销总监万新栋介绍。 据介绍，2024年11月，印尼与海南的椰子海运直航物流通道试运行，今年5月，椰子专线"帕鲁港- 洋浦港"直航实现周班化运营，标志着椰子海运直航物流通道常态化运营。通过"政府引导+企业承运 +产业联动"创新模式，将椰子原料运输时间从40天压缩到7天，最近一次的专线单船运输量达4000吨， 创下单船运量历史纪录，为海南打造面向东盟的椰子产业枢纽按下加速键。 "运输时间缩短使我们更有信心做'零添加'高端产品。"万新栋说，椰子海运直航让原材料供应有保 障，破解同行企业原料争夺困局，生产线连续运转率得到提升;直航模式压缩了运输时间，使椰子水新 鲜度大幅改善，推动企业布局"零添加" ...

Core Viewpoint - Origin Agritech Ltd. reported a decrease in revenue for the first half of fiscal year 2025, primarily due to production halts and equipment upgrades, while highlighting significant advancements in biotechnology and strategic partnerships aimed at long-term growth [6][13]. Business Accomplishments and Highlights - Established the "Origin Marker Biological Breeding Service Consortium" in October 2024 to enhance the commercialization of GMO traits and gene editing technologies, collaborating with numerous breeding companies across China [5]. - Formed a three-way partnership with China Agricultural University and the Beijing Academy of Agricultural and Forestry Sciences in January 2025 to focus on corn improvement and innovative variety development [5]. - Signed cooperation agreements with 12 agricultural companies during a seminar in January 2025, focusing on biotechnology services and transgenic applications [5]. - Advanced GMO corn hybrid trials, with one hybrid on track for potential approval in 2025 and two others expected in 2026 [5]. - Launched the MIGC 20K gene chip technology in January 2025, enhancing molecular breeding capabilities [5]. - Established four R&D platforms and accumulated nearly 300,000 corn germplasm resources, receiving authorization for multiple gene editing traits [5]. Financial Results - Revenue for the six months ended March 31, 2025, was $10.1 million, down from $13.0 million in the same period of 2024, attributed to production capacity reductions [6]. - Total operating expenses increased to $4.6 million from $1.9 million year-over-year, with general and administrative expenses rising significantly [7][8]. - The company reported an operating loss of $3.4 million compared to an operating income of $0.6 million in the previous year [9]. - Net loss attributable to the company was $3.6 million, a decline from a net profit of $0.2 million a year ago, with a loss per share of $0.50 compared to an income per share of $0.03 [10][11]. Management Commentary - The CEO emphasized the transformative period for the company, focusing on strategic investments and the establishment of a three-platform strategy aimed at long-term value creation [13].

Core Viewpoint - Investors are seeking growth stocks that can deliver above-average growth and exceptional returns, but identifying such stocks can be challenging due to inherent risks and volatility [1] Group 1: Growth Stock Identification - The Zacks Growth Style Score system aids in identifying promising growth stocks by analyzing real growth prospects beyond traditional metrics [2] - APi (APG) is currently highlighted as a recommended growth stock, possessing a favorable Growth Score and a top Zacks Rank [2] Group 2: Earnings Growth - Earnings growth is a critical factor for growth investors, with double-digit growth being particularly attractive as it signals strong future prospects [4] - APi has a historical EPS growth rate of 14.4%, with projected EPS growth of 13.4% this year, surpassing the industry average of 12.5% [5] Group 3: Cash Flow Growth - Higher-than-average cash flow growth is essential for growth-oriented companies, enabling them to expand without relying on external funding [6] - APi's year-over-year cash flow growth stands at 120.9%, significantly higher than the industry average of 1.7% [6] - The company's annualized cash flow growth rate over the past 3-5 years is 76.5%, compared to the industry average of 7.1% [7] Group 4: Earnings Estimate Revisions - Positive trends in earnings estimate revisions correlate strongly with near-term stock price movements, making them a valuable metric for investors [8] - The current-year earnings estimates for APi have been revised upward, with the Zacks Consensus Estimate increasing by 2% over the past month [9] Group 5: Overall Assessment - APi has achieved a Growth Score of B and a Zacks Rank of 2, indicating its potential as an outperformer and a solid choice for growth investors [11]