Group 1: Momentum Investing Overview - Momentum investing involves following a stock's recent trend, with the aim of buying high and selling higher, capitalizing on established price movements [1] - The Zacks Momentum Style Score helps define momentum characteristics, with TTM Technologies (TTMI) currently holding a Momentum Style Score of B [2][3] Group 2: TTM Technologies Performance - TTM Technologies has a Zacks Rank of 2 (Buy), indicating strong potential for outperformance in the market [3] - Over the past week, TTMI shares increased by 9.37%, while the Zacks Electronics - Miscellaneous Components industry remained flat [5] - In the last quarter, TTMI shares rose by 124.2%, and over the past year, they increased by 110.66%, significantly outperforming the S&P 500's gains of 23.56% and 13.28% respectively [6] Group 3: Trading Volume and Earnings Outlook - The average 20-day trading volume for TTMI is 1,686,689 shares, which is a bullish indicator when combined with rising stock prices [7] - In terms of earnings outlook, TTMI's consensus estimate increased from $2.17 to $2.19 over the past 60 days, with one upward revision and no downward revisions for the current fiscal year [9] Group 4: Conclusion - Considering the positive momentum indicators and earnings outlook, TTM Technologies is positioned as a 2 (Buy) stock with a Momentum Score of B, making it a potential candidate for near-term investment [11]

Core Viewpoint - The article compares Bel Fuse (BELFB) and Rockwell Automation (ROK) to determine which stock is more attractive to value investors, highlighting BELFB as the superior option based on various valuation metrics [1][6]. Valuation Metrics - BELFB has a forward P/E ratio of 16.41, significantly lower than ROK's forward P/E of 34.70, indicating that BELFB may be undervalued relative to ROK [5]. - The PEG ratio for BELFB is 1.09, while ROK's PEG ratio is 3.81, suggesting that BELFB offers better value when considering expected earnings growth [5]. - BELFB's P/B ratio stands at 3.34, compared to ROK's P/B of 10.6, further supporting the argument that BELFB is more attractively priced [6]. Investment Outlook - Both BELFB and ROK have a Zacks Rank of 2 (Buy), indicating positive earnings estimate revisions and improving earnings outlooks [3]. - BELFB holds a Value grade of B, while ROK has a Value grade of C, reinforcing the conclusion that BELFB is the more favorable choice for value investors [6].

[Table_Title] 证券研究报告 / 行业动态报告 HVLP 铜箔成为 AI 服务器中最大边际变化 事件： [Table_Summary] 近年来，生成式 AI、大模型训练与推理对全球算力基础设施提出了更高 的性能要求。以 Google、Meta 等为代表的头部科技企业不断扩充其 AI 基础设施投入，推动 AI 服务器等算力核心设施加速换代升级。 点评： ➢ AI 算力基础设施高速发展，国家政策同步加码硬件 1）大模型加速落地，算力需求持续扩张。2024 年以来，生成式 AI 从训 练走向推理，带动 AI 服务器与数据中心建设进入快车道。根据科智咨 询，2024 年，全球数据中心市场实现新一轮跃升，市场规模首次突破千 亿美元大关，达到 1086.2 亿美元，同比增长 14.9%。据 Prismark 预测， 2029 年全球服务器/存储 PCB 市场规模将达 189 亿美元，年复合增速 11.6%。2）国家和地方政府对人工智能上游技术产业的扶持力度持续加 大。25 年 6 月广州开发区发布相关政策《广州开发区支持人工智能产业 高质量发展若干政策措施》，旨在从智能算力基础设施供给等方面提供支 持。国内外 ...

据了解，其中一篇论文聚焦视频理解大模型研究，推出全自研的Q-Frame核心技术，创新性地推出了行 业首个动态帧选择与分辨率自适应框架，也是首个无需训练，市面上各类视频理解大模型基座均可即插 即用的算法框架。拥有三大行业首次创新：跨模态查询检索（Cross-modal Query Retrieval, CQR）、查 询感知帧选择（Query-aware Frame Selection, QFS）、多分辨率自适应（Multi-Resolution Adaptation, MRA），通过精准捕捉跟用户问题最相关的视频关键内容，将有效信息量提升5倍。 另一篇论文则提出了持续学习框架Analytic Subspace Routing (Any-SSR)，成功解决了大语言模型在持续 学习领域的核心难题——"灾难性遗忘"问题。"灾难性遗忘"一直是困扰行业发展的关键瓶颈，严重影响 了大语言模型在持续学习过程中的性能稳定性与知识积累能力。Any-SSR框架开创性地通过分析路由机 制，动态地把不同任务分配到独立子空间学习，避免任务间知识干扰，同时，利用低秩适应（Low- Rank Adaptation, LoRA）与分析路由相结 ...

The Computer and Technology group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is Fabrinet (FN) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Computer and Technology peers, we might be able to answer that question.Fabrinet is one of 607 companies in the Computer and Technology group. The Computer and Technology group currently sits at #5 within the Zacks Sector Rank. The Zac ...

Core Viewpoint - A lawsuit has been filed against Apple Inc. and certain senior executives for potential violations of federal securities laws, specifically related to misrepresentations about the AI capabilities of Siri and the iPhone 16 product cycle [1][2][3][4]. Group 1: Lawsuit Details - The lawsuit is titled Tucker v. Apple Inc., et al., and is pending in the U.S. District Court for the Northern District of California [2]. - Investors have until August 19, 2025, to request to lead the case [2]. Group 2: Allegations Against Apple - The complaint alleges that Apple misrepresented the advanced AI features of Siri and the timeline for their integration into devices [3][4]. - It is claimed that Apple did not have a functional prototype of the advanced features it promised [4]. Group 3: Stock Performance Impact - Following the announcement on March 7, 2025, that Apple would indefinitely delay several AI-based Siri features, the stock price fell by $11.59, or nearly 5%, from $239.07 to $227.48 per share [5]. - On June 9, 2025, after the Worldwide Developer Conference where no new updates on Siri features were announced, the stock price dropped by $2.47, or over 1%, from $203.92 to $201.45 per share [6].

Core Insights - TTM Technologies, Inc. has launched the MSK5065RH module, a high-efficiency, radiation-hardened switching regulator designed for space and defense applications [1][3] - The module is part of TTM's expanding portfolio of space-grade microelectronics, providing robust performance and exceptional radiation tolerance [1][2] Product Specifications - The MSK5065RH module can supply over 3 amperes of continuous output current with peak efficiencies exceeding 90% [2] - It is tested to withstand up to 100 krad (Si) Total Ionizing Dose (TID) and has low sensitivity to Single Event Effects (SEE), making it suitable for LEO, MEO, and deep space missions [2] Industry Collaboration - The module is based on the ISL73007SEH from Renesas Electronic Corporation, known for its reliability in harsh environments [3] - Renesas emphasizes its commitment to innovation in the space power market through collaboration with TTM, enhancing high-performance, radiation-hardened power solutions for aerospace customers [4] Applications - The MSK5065RH module is ideal for power distribution networks, FPGA/processor core supplies, and high-reliability systems requiring fault-tolerant power management [4] Availability - The MSK5065RH module is available in flight-proven Class K and Class H screening levels, with engineering models for evaluation and prototyping [5]

7月8日，创维数字发布2025年半年度业绩预告，预计2025年1月1日至6月30日期间，实现归属于上市公司股东的净 利润为4300万元~6300万元，较上年同期的18182.37万元下降76.35%~65.35%；扣除非经常性损益后的净利润为 3700万元~5500万元，较上年同期的15594.82万元下降76.27%~64.73%；基本每股收益为0.0377元~0.0552元，上年 同期为0.1593元。 对于业绩变动原因，创维数字表示，主要是受市场竞争环境影响，智能终端产品销售单价大幅下降，导致营业收 入、毛利率同比下降。 资料显示，创维数字成立于2002年，是专注于为全球用户提供全面系统的数字家庭解决方案与服务的国家级高新 技术企业。目前立足于光通信、数字化，超高清、虚拟现实、下一代空间计算和汽车车载显示、智能化等技术发 展，形成了智能终端、专业显示、运营服务三大类业务。 南都湾财社记者梳理发现，近年来创维数字业绩承压。Wind数据显示，2023年，创维数字营业收入为106.27亿 元，同比下降11.5%；归母净利润为6.02亿元，同比下降26.85%。2024年，该公司营业收入为86.93亿元，同比下 ...

Core Points - Garmin has launched the Google Maps app in the Connect IQ Store, offering free turn-by-turn directions on compatible smartwatches [1][5] - The app enhances user experience by providing notifications for upcoming turns, allowing users to keep their phones in their pockets while navigating [3][4] - Users can track their fitness activities while using the app, syncing data with other health and fitness applications [4] Product Features - The Google Maps app provides on-the-go directions with gentle vibrations on the smartwatch, improving safety for pedestrians [3] - Users can view the next three turns by tapping into the app, enhancing situational awareness [3] - The app is compatible with various Garmin smartwatch models, including Venu, Forerunner, vívoactive, and fenix [1] Market Context - The Connect IQ Store serves as a comprehensive platform for Garmin users to personalize their devices with thousands of available apps and services [6] - The integration of Google Maps into Garmin's ecosystem reflects a growing trend of combining fitness tracking with navigation technology [1][6]

Core Viewpoint - Garmin has launched the Force Current, a hands-free kayak trolling motor that enhances the fishing experience by allowing anglers to control their kayak without needing to set down their fishing rod [1][3]. Product Features - The Force Current features a brushless motor designed specifically for kayak fishing, providing full forward and reverse thrust for easy navigation in various environments [1][5]. - It includes two prop options: a high-efficiency prop for extended battery life and a weedless prop for navigating through aquatic vegetation [5]. - The motor delivers 50 pounds of thrust with 24V power and 30 pounds with 12V power, enabling anglers to move efficiently throughout the day [8]. Technology and Innovation - The trolling motor incorporates a wireless throttle and steering control system, allowing for hands-free operation [2][3]. - It offers wireless integration with chartplotters, enabling anglers to create routes and control various functions such as steering and anchor lock [8]. - The product features smart anchor lock technology with multi-band GPS to maintain position in challenging conditions [8]. Market Position and Pricing - Kayak fishing is identified as one of the fastest-growing segments in recreational fishing, prompting Garmin to expand its Force trolling motor lineup [3]. - The Force Current will be available for a suggested retail price of $3,599.99 with foot pedals or $2,999.99 without [5]. Company Background - Garmin is recognized as the world's largest marine electronics manufacturer and has been named Manufacturer of the Year by the National Marine Electronics Association for ten consecutive years [6].