众议院强硬派保守党团领袖周三对特朗普总统的大规模税收与支出法案能否在7月4日前完成立法表示质 疑。"我们可能需要再花一周时间来完善法案，"马里兰州共和党人、自由党团主席安迪.哈里斯表 示，"我们愿意留任至问题解决。" 他补充道："我认为7月4日前无法准备就绪"，并批评参议院周二通过自身版本法案后"不该休会"。 哈里斯发表此番言论之际，众议院领导层正计划周三举行程序性投票推动法案通过，目标是在周五前提 交总统签署。 但一位政府官员表示，特朗普决心在独立日之前看到该法案获得通过，他计划周三在白宫与自由党团成 员和其他多个众议院共和党团体会面。 众议院领导人约翰逊计划于周三举行程序性投票以推进该法案，目标是在周五之前将其提交给总统。 但这一激进时间表遭遇强烈阻力——温和派与极端保守派共和党议员威胁违抗总统意愿，可能令其国内 议程受挫。 结束假期返抵华盛顿的众议员们将于周三就参议院版本法案进行表决，该版本周二凭借副总统JD.万斯 的决胜票以51-50在参议院惊险过关。 得克萨斯州众议员奇普.罗伊与南卡罗来纳州众议员拉尔夫.诺曼周三预测首轮程序性投票将失败，这意 味着众议院恐难如期在周三进入最终表决。 在两党势均力敌的 ...

Core Insights - Byrna Technologies Inc. reported preliminary Q2 results with revenues of $28.5 million, marking a 41% year-over-year increase [1] Financial Performance - The revenue growth of 41% indicates strong performance compared to the previous year [1]

Core Insights - The da Vinci 5 Surgical System has received CE mark approval for use in Europe, allowing for minimally invasive endoscopic procedures in both adult and pediatric patients [1][3] - This system is the most advanced in the da Vinci series, featuring over 150 enhancements and has been utilized in more than 410,000 procedures in Europe in 2024 and nearly 17 million procedures globally [2][7] Company Overview - Intuitive is a leader in minimally invasive care and robotic-assisted surgery, celebrating its 30th year of developing such technologies [7][9] - The company aims to improve patient outcomes, enhance the experience for patients and care teams, increase access to minimally invasive care, and reduce treatment costs [7][9] Product Features - The da Vinci 5 system includes advanced features such as Force Feedback technology, a high-definition 3D vision system, and an ergonomic surgeon console [8] - It offers operational efficiencies through greater surgeon autonomy and a streamlined workflow, making it easier for care teams to use [8] - The system is powered by an intelligent platform with significantly enhanced computing capabilities, providing actionable insights for surgical performance improvement [8] Market Impact - The introduction of the da Vinci 5 system is expected to transform surgical practices and address challenges faced by healthcare systems in Europe [4][5] - Surgeons and care teams will have access to a full portfolio of da Vinci systems, enhancing choice and flexibility in surgical options [5][6]

Core Viewpoint - Aeries Technology, Inc. reported a significant increase in Core Adjusted EBITDA and a 15% year-over-year revenue growth in North America, despite an overall decline in total revenues for fiscal year 2025 [1][3][4]. Financial Performance - Revenues for fiscal year 2025 were $70.2 million, a decrease of 3.2% from $72.5 million in fiscal year 2024 [4][14]. - The company reported a net loss of $21.6 million for fiscal year 2025, compared to a net income of $17.3 million in fiscal year 2024 [4][14]. - Adjusted EBITDA for fiscal year 2025 was $(4.7) million, down from $9.2 million in fiscal year 2024 [5][18]. - Core Adjusted EBITDA for fiscal year 2025 was $7.4 million, a 365% increase from $1.6 million in fiscal year 2024 [5][18]. Strategic Focus - The company has exited non-core geographies, including the Middle East, and has realigned its focus on the North American market [3][10]. - Aeries aims to generate the majority of its revenue from its core business, which includes Global Capability Center (GCC) services for private equity-backed companies in North America [10][11]. Future Outlook - Aeries has reiterated its guidance for fiscal year 2026, projecting revenues between $74 million and $80 million and Adjusted EBITDA between $6 million and $8 million [8][6].

Core Viewpoint - The International Monetary Fund (IMF) has proposed a comprehensive strategy for Nigeria to address its economic challenges, recommending a dual approach of budget adjustments and targeted poverty alleviation to promote sustainable recovery [1][2]. Group 1: Economic Strategy - IMF suggests that the Nigerian government lower the benchmark oil price for the 2025 budget to mitigate risks associated with future oil price fluctuations [1]. - The IMF recommends that funds saved from fuel subsidy cuts, which account for approximately 2% of the 2024 GDP, be directed towards increasing cash transfers to the poorest segments of the population [1]. - This strategy aims to reduce fiscal vulnerability and effectively cushion the negative impacts of fuel subsidy reforms on vulnerable groups [1]. Group 2: Economic Forecast - According to the IMF's latest projections, Nigeria's economic growth rate is expected to reach 3.4% in 2025, followed by a slight slowdown to 3.2% in 2026 [1]. - The IMF has raised its forecast for annual crude oil production (including condensate) to 1.7 million barrels per day, reflecting cautious optimism regarding the gradual recovery of the energy sector [1]. Group 3: Monetary Policy - To effectively curb inflation and stabilize the foreign exchange market, the IMF emphasizes that the Central Bank of Nigeria must continue implementing tight monetary policies to ensure that real policy rates remain positive [2]. - This approach aims to rebuild investor confidence and help mitigate pressures on the local currency [2]. - The proposed "fiscal tightening + targeted poverty alleviation" dual strategy is designed to address Nigeria's fiscal vulnerability while providing direct assistance to alleviate the impact of reforms on the most vulnerable groups in society [2].

新华财经北京7月2日电比利时央行行长皮埃尔·温施于本周三指出，欧元区的通胀存在持续低于欧洲央 行设定的2%目标的风险。他认为，面对经济增长前景黯淡以及多重因素对通胀的压力，维持一个适度 的支持性货币政策立场是合理的。 温施还特别提到德国的大规模财政扩张计划，称其具有"颠覆性意义显著"，并相信有能力实施财政刺激 的国家将为经济带来重要提振。最近的欧元区采购经理指数（PMI）数据也显示出一定的乐观迹象，进 一步证明了他对未来经济发展的谨慎乐观态度。 （文章来源：新华财经） 尽管如此，欧洲央行预测从2025年第三季度起的18个月内，通胀将保持在目标之下，并预计到2027年初 才会回升至2%的目标水平。金融市场预期存款利率在今年内可能会降至1.75%。然而，温施对欧元区经 济的韧性持有信心，他认为不应过分担心降息过度的问题。 自去年六月以来，欧洲央行已累计降息200个基点至目前的"中性"利率水平2%，但温施认为，在当前经 济环境下，这一利率水平可能不足以应对挑战。他特别强调，如果经济复苏继续被推迟且产出长期低于 潜在水平，则提供额外的政策支持将是必要的。 此外，温施还提到了近期欧元兑美元汇率上升至1.18（这是自20 ...

新京报讯（记者熊丽欣 实习生张启扬）近日，一网友发布视频称，其在广东汕头南澳县云澳镇十里银 滩拍照时，遭一男子制止。该男子自称已承包该区域，不允许拍摄。7月2日，新京报记者从云澳镇政府 获悉，事发区域为公共开放式海滩，公众可自由进入游玩、拍照。目前，此事正在进一步调查处置中， 后续将由相关部门进行通报。 一段网络公开视频显示，在一处海滩，视频拍摄者准备拍照时，被身着白色上衣的男子上前制止。白衣 男子询问拍摄者是什么身份，承接商业拍摄订单是否已在市场监管局备案、完成缴税，并坚称自己"合 法承包"，"县政府、镇政府的批文我们都有"。当视频拍摄者要求查看批文时，该白衣男子摆手示意其 离开，并催促"拍完赶紧走"。该视频发布后引发网友质疑，作为开放式免费海滩，公共资源不应被私人 限制使用。 据媒体报道，此事发生于6月30日下午，地点位于十里银滩海马湾附近。视频拍摄者自称为游客，当天 约了摄影师进行旅拍，却遭白衣男子阻拦，对方表示"沙滩是他们承包的，不让拍"。 7月2日，云澳镇政府一名工作人员告诉记者，云澳镇此前确已将十里银滩承包出去。"但（承包方）只 有经营权，并不存在不允许公众在沙滩拍摄的情况。他（白衣男子）乱说的， ...

智信精密：股东张国军拟减持不超过1.86%股份 智通财经7月2日电，智信精密(301512.SZ)公告称，公司股东、董事张国军计划自公告披露之日起十五 个交易日后的三个月内，通过集中竞价或大宗交易的方式合计减持公司股份不超过99万股，占公司总股 本的1.8562%。减持原因为股东资金需求，减持股份来源为首次公开发行股票前持有的股份。 ...

Company Overview - Texas Instruments is one of the largest semiconductor companies globally, serving as a key chip supplier to manufacturers in various sectors including vehicles, smartphones, and data centers [1]. Global Presence - The company operates in more than 30 countries, highlighting its extensive global reach and influence in the semiconductor market [1].

| 代码 | 简称 | 成交金额（万港元） | 成交净买入（万港元） | 今日涨跌幅（%） | | --- | --- | --- | --- | --- | | 02800 | 盈富基金 | 168930.04 | 167445.82 | 0.49 | | 01801 | 信达生物 | 107997.43 | 65111.55 | 1.15 | | 03690 | 美团-W | 297605.60 | 33808.84 | 0.56 | | 00981 | 中芯国际 | 327427.12 | 31778.77 | -2.57 | | 01053 | 重庆钢铁股份 | 372082.05 | 14480.05 | 91.11 | | 09992 | 泡泡玛特 | 72452.38 | 12269.52 | -3.15 | | 01530 | 三生制药 | 93771.70 | 10950.80 | 2.54 | | 00314 | 思派健康 | 167450.55 | 8001.87 | 8.62 | | 01788 | 国泰君安国际 | 287269.20 | -48.58 | 0.87 | | 0093 ...