成都地铁：收到预警信号立即启动应急预案 成都地铁表示，保留对此视频的法律追究权利，呼吁大家，网络不是法外之地，发布信息需承担法律责任。其实6月29日，成都地铁工作人员 在收到暴雨橙色预警信号之后，就立即启动了应急预案，要求人员到岗在线值守。 成都地铁调度指挥中心副总经理 周伟：我们针对车站属地范围是加强巡视频次，对重要的出入口、设备区等加强重点巡视，以便能够在异常 情况下及时发现现场的汛情。通过成都地铁线网智慧气象信息系统，可以实时查询每一条线路周边站点的降雨量，有针对性地采取应对性措 施。如果发生突发事件，我们会第一时间通过地铁微博、官方媒体以及车载乘客显示系统，及时将相关情况告知乘客。 在网民发布的这段视频中，狂风裹挟着暴雨冲刷着地铁站台，拍摄者的镜头摇晃、倾斜，画面中隐约可见"10号线"字样。 就在当天，成都市气象台发布了暴雨橙色预警信号。在这样的背景下，"成都地铁10号线大量进水"的这段视频在网上快速传播，引发关注。发 现这一视频后，成都地铁与10号线各站点进行确认核实，确定网络上传播的这段视频信息，并非当日真实情况，于是通过成都地铁官方微博进 行辟谣。 此后，原视频的发布者关闭了该视频查看，并留言说 ...

一面是贝壳整装夹击，一面是互联网巨头京东入局，家装行业如今正迎来新浪潮。7月1日，北京商报记 者从国家市场监管总局官网获悉，京东全资收购生活家家居集团获国家市场监管总局无条件批准。伴随 着此次收购，万亿级家装市场不仅迎来了电商巨头的加入，同时迎来的还有行业深度整合与模式创新的 新机遇。 针对此次收购的目的以及未来规划，北京商报记者采访生活家相关部门，但截至发稿未收到回复。 事实上，此次收购早在2025年开年之初便有"预告"。生活家集团董事长白杰曾在2025年新年贺词中指 出，今年集团将迎来重大战略发展期。生活家将围绕设计、材料、施工、交付等核心环节进行全方位升 级，持续加大创新投入，推动家装产业数字化、智能化变革。 对于此次收购中国家居、设计产业与互联网专家，新设荟学谷联合创始人王建国向北京商报记者表示， 此次收购对于生活家而言是重要利好。生活家作为一个区域性家装品牌在西南地区拥有较高影响力，而 京东则是有流量、有现金以及拥有较为成熟产品体系和供应链体系的平台。未来，伴随着收购后两家公 司深度融合，生活家也将在数字化、供应链、流量以及影响力方面得到京东的背书。 尽管当下京东与生活家收购获得反垄断执法二司无条件 ...

Core Insights - BILL Holdings is strategically expanding its platform to cater to larger and more complex organizations while maintaining its focus on small and midsize businesses (SMBs) [1][8] - The launch of Supplier Payments Plus aims to simplify and accelerate payment processes for large suppliers, enhancing operational efficiency and the payment experience for SMB buyers [2][8] - In Q3 fiscal 2025, BILL reported revenues of $301.7 million from its Integrated Platform, reflecting a 14.5% year-over-year increase, driven by continued adoption among its core SMB base [3][8] Company Developments - BILL is investing in innovation by enhancing its payment portfolio, expanding distribution channels, and accelerating its AI strategy, which supports sustained growth in the SMB sector [4] - The company faces competitive pressure from Intuit's QuickBooks Bill Pay and Expensify's expense management tools, which could impact its market position [5][6][8] Financial Performance - BILL's share price has decreased by 45.4% year to date, underperforming the broader Zacks Computer and Technology sector, which has returned 6.1% [7] - The forward 12-month Price/Sales ratio for BILL is 3.27X, compared to the industry average of 5.89X, indicating a lower valuation [9] - The consensus estimate for fiscal 2025 earnings is $2.05 per share, reflecting a 5.7% increase over the past 60 days but a year-over-year decline of 3.3% [10]

Core Viewpoint - Zscaler, Inc. is a leading player in the cybersecurity sector, but its high price-to-sales (P/S) multiple of 15.56X raises concerns about its valuation amid slowing growth rates [1][6]. Financial Performance - In Q3 FY25, Zscaler reported a year-over-year revenue growth of 22.6%, a decline from the 30% range in FY24 and 40% in FY23 [3][4]. - The revenue growth forecast for FY25 is expected to be around 22.7%, indicating a continued slowdown [4]. - The Zacks Consensus Estimate for Zscaler's FY25 earnings suggests a year-over-year decline of 0.31% [7]. Competitive Landscape - Zscaler faces increasing competition from established cybersecurity firms such as Palo Alto Networks, CyberArk, and CrowdStrike, which are investing heavily in innovative cybersecurity solutions [5][6]. - The company must maintain high spending on R&D to stay competitive and innovate in the market [5][6]. Growth Initiatives - Zscaler's New Growth Categories, which include Zero Trust Everywhere and Agentic Operations, reached approximately $1 billion in annual recurring revenues (ARR) [10]. - The company has successfully implemented its Zero Trust Exchange, gaining over 210 adoptions and achieving 60% quarter-over-quarter growth in Q3 FY25 [9]. - Zscaler's total ARR reached $2.9 billion in Q3 FY25 [10]. Strategic Partnerships and Innovations - Zscaler has launched new solutions like Asset Exposure Management and partnered with SAP to integrate its services within SAP's RISE framework [11]. - The company is enhancing its offerings with AI technologies through partnerships with NVIDIA and CrowdStrike [12]. Government Sector Expansion - Zscaler is expanding its GovCloud solutions and has enabled numerous government agencies to utilize its products, serving 14 out of 15 U.S. cabinet-level agencies [14][15]. - The inclusion in Amazon Web Services' Internet Control Message Protocol enhances Zscaler's accessibility to U.S. federal agencies [15]. Market Performance - Zscaler's share price has surged 74% year-to-date, outperforming the Zacks Security Industry and its peers [16].

法国汽车制造商协会（PFA）：6月份法国新车注册量同比下滑6.7%，至169504辆。特斯拉销量下降 10.04%，至3646辆。自今年年初以来，特斯拉销量下滑了39.59%。 订阅特斯拉动态 +订阅 ...

法国总统马克龙自2022年以来首次与俄罗斯总统普京通电话，双方同意在伊朗问题上协同。 WTI原油期货涨幅收窄至不足0.7%，报65.55美元。 ...

Core Insights - Both NIKE (NKE) and Target (TGT) have faced significant pressure in recent years, underperforming and regularly posting weaker-than-expected results [1][16] - Inventory issues have been a common challenge for both companies, particularly with Target's discretionary merchandise suffering post-COVID [1][10] - Despite recent stock recoveries, both companies continue to struggle with negative EPS outlooks and less-than-ideal product assortments [2][17] NIKE (NKE) Summary - NIKE has experienced weak quarterly results due to soft demand, with sales of $11.1 billion falling 12% year-over-year and gross margin contracting to 40.3% from 44.7% [5][4] - The company has struggled to meet consumer demands, compounded by tariff exposure affecting sentiment [2][4] - Positive commentary regarding future periods has led to a stock bounce post-earnings, but the near-term EPS outlook remains bearish [8][9] Target (TGT) Summary - Target's comparable store sales decreased by 3.8% year-over-year, reflecting ongoing challenges in its discretionary inventory [10][15] - Digital sales showed growth, with a 4.7% increase in comparable sales and a 36% rise in same-day delivery through Target Circle 360 [11][15] - The establishment of a multi-year acceleration office and leadership changes aim to enhance decision-making and execution of strategic initiatives, although analysts remain bearish on EPS outlooks [15][10]

在一个挤满忠实狂热粉丝的场地里，富有魅力的CEO走到舞台中央，当他举起秘密研发许久的产品，并宣布该产品上市时，台下人群沸腾了起来。《时代》 杂志称该产品为"一项令人震惊的技术成就"。《财富》杂志称，这是"工业史上最伟大的成就之一"。CEO认为，这款产品将会彻底改变整个行业："你一接 触到它，便爱不释手。" 大部分人看到这里会以为这些描述是2007年史蒂夫·乔布斯在旧金山马士孔尼会展中心举行的Macworld大会上正式发布iPhone的场景，但实际上，这是更早 的1972年，美国宝丽来公司创始人、即显摄影发明者埃德温·兰德在介绍标志性的宝丽来SX-70——一款金字塔状、可折叠、即时可取的彩色相机的现场。 宝丽来销售额在1948年时不到150万美元，1978年增长到14亿美元。30年，宝丽来主导着即时摄影领域。它们每年都会带来惊人的突破，令消费者欣喜不 已。时间向后再拉30年，史蒂夫·乔布斯也沿着他的精神导师兰德的路，发布了初代iPhone，带领苹果持续创造现代科技企业的神话。 不过随着乔布斯的离去，苹果在新市场的创造力似乎也变得乏力，特别是投入巨大的汽车项目最终胎死腹中。但在大洋的另一端，另一位把乔布斯视为精神 ...

陕西巨丰投资资讯有限责任公司高级投资顾问朱华雷在接受《证券日报》记者采访时表示，今年上半年专项债发行规模较 去年同期较大幅度增长，体现出政策支持力度增强。上半年新增专项债发行规模增长、投向领域拓宽，对于稳增长、促投资、 惠民生等方面具有重要意义。专项债通过加大对基础设施等领域的投资，为经济的持续健康发展提供了有力支撑。 今年的《政府工作报告》明确，拟安排地方政府专项债券4.4万亿元、比上年增加5000亿元，重点用于投资建设、土地收储 和收购存量商品房、消化地方政府拖欠企业账款等。 本报记者 韩昱 上半年，地方债放量发行。《证券日报》记者根据Wind数据统计，今年上半年，各地发行地方债规模约54902亿元，与 2024年同期的34928亿元相比，增长约57.2%。这是今年财政政策前置发力的一个突出体现。 新增专项债发行进度也在加快。据Wind数据统计，今年上半年，各地发行新增专项债规模约21607亿元，较2024年上半年 的14935亿元，增长约44.7%。 朱华雷表示，预计三季度新增专项债发行将进一步提速。发行规模将进一步扩大，发行节奏有望加快，投向领域也更加多 元化。 财政部网站6月30日发布的《国务院关于 ...

本报记者 张敏 刘钊 7月1日，国家医保局、国家卫生健康委印发《支持创新药高质量发展的若干措施》（以下简称《若干措施》）的通知，旨 在从研发、市场准入、支付到临床应用构建全链条支持创新药发展体系。其中，《若干措施》提出的增设商业健康保险创新药 目录、支持医保数据用于创新药研发等举措，被视为破解行业"支付瓶颈""同质化竞争"的关键政策突破。 当日，国家医保局召开新闻发布会，介绍《若干措施》的有关情况。 多元化支付打开新渠道 国家医保是我国最大的医疗支付方。当前，我国已经逐步建立适应新药准入的医保目录动态调整机制，以真金白银支持创 新药发展。 国家医保局相关负责人向《证券日报》等媒体表示，基本医保坚持"保基本"定位，部分临床效果显著的高值创新药因超出 保障能力暂未纳入医保目录。近年来我国商业保险市场也呈现快速增长趋势。但与城乡居民基本医保超过95%的资金使用率相 比，商业健康保险在保障水平和保障效能上还有比较大的发展空间。推出商业健康保险创新药目录，有助于健全多层次用药保 障体系。 创新药研发装上"精准导航" 近年来，我国创新药发展驶入快车道。2018年至2024年，我国1类创新药获批上市数量呈现明显上升趋势，2 ...