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整理:每日美股市场要闻速递(5月21日,周三)
news flash· 2025-05-21 13:18
3. 沃尔沃汽车与谷歌周三表示,沃尔沃将成为Android汽车软件的主要开发合作伙伴。 金十数据整理:每日美股市场要闻速递(5月21日,周三) 重要新闻 1. 美国众议院议长约翰逊称已就4万美元的州和地方税抵扣上限达成协议。 2. 美国务卿:俄方将在数天内提出俄乌停火大纲。 个股新闻 1. 苹果将于6月9日的全球开发者大会大会上发布新款AI战略,苹果计划让第三方开发者们接入大语言 模型。 2. 软银集团将利用一笔由瑞穗银行、三井住友银行和摩根大通担任主承销商的贷款为其AI投资融资。 这笔为期一年的150亿美元过桥贷款是软银迄今最大一笔融资之一。 4. Meta Platforms(META.O)就马来西亚电动汽车充电业务合作机会达成合作意向书。 5. 丰田汽车(TM.N)考虑为美国市场推出小型皮卡,瞄准入门级需求热潮。 6. 文远知行:一季度总收入7244万元,毛利率35.0%;Robotaxi收入1610万元人民币,占总收入7比例大 幅提升至22.3%;与Uber深化战略合作,获得Uber追加的1亿美元股权投资。 7. 小鹏汽车(XPEV.N):公司2025年Q1营收158.1亿元,上年同期65.5亿元 8 ...
东吴证券:给予春秋电子买入评级
Zheng Quan Zhi Xing· 2025-05-21 04:53
Group 1 - The core viewpoint of the report is that Spring Autumn Electronics is expected to benefit from the recovery in the PC market and the growth of magnesium alloy applications in automotive electronics, leading to a positive outlook for revenue and profit growth [1][4]. Group 2 - In 2024, the company is projected to achieve revenue of 3.945 billion yuan, representing a year-on-year increase of 21.11%, with a net profit of 86 million yuan, reflecting a significant year-on-year growth of 336.99% [2]. - The first quarter of 2025 saw a revenue of 868 million yuan, down 4.55% year-on-year, while the net profit reached 40 million yuan, up 178.70% year-on-year [2]. Group 3 - The global PC market has shown continuous growth for five consecutive quarters, with a projected total shipment of 255.5 million units in 2024, marking a 3.8% increase [3]. - The demand for PC structural components is expected to expand due to innovations such as AI and foldable PCs, with the company maintaining long-term partnerships with major brands like Lenovo and HP [3]. Group 4 - The magnesium alloy business has entered the mass production phase, with applications in various components of electric vehicles, benefiting from the lightweight trend in the automotive industry [4]. - The company has established stable orders and is gradually releasing production capacity, with clients including NIO, Xpeng, BYD, and BMW [4]. Group 5 - The profit forecast for the company indicates a net profit of 254 million yuan in 2025, 328 million yuan in 2026, and 395 million yuan in 2027, with corresponding P/E ratios of 22, 17, and 14 times [4].
3940万元招标65辆新能源客车!中标企业会是谁?
第一商用车网· 2025-05-19 07:03
建德市,是浙江省辖县级市,由杭州市代管,地处浙江省西部,钱塘江上游。近日,该地启 动多个新能源客车招标项目,采购人为建德市长运物资有限公司。 这3940万元的新能源客车招标大单,将会花落哪些企业呢?谁会最大赢家呢?本站将密切 关注。 根据浙江政府采购网披露的招标公告显示,建德市长运物资有限公司开设了5个独立的新能 源客车招标项目,车辆需求总数量为65辆,车辆总预算金额为3940万元。 其中, 10.5米级低入口纯电动站立位公交车 ,采购2辆,预算金额160万元,开标时间为 2025年6月6日 09:00; 9米级纯电动中型高一级公路客车 ,采购1辆,预算金额80万元,开标时间为2025年6月5 日 09:30; 8.5米级二级踏步纯电动站立位公交车 ,采购10辆,预算金额760万元,开标时间为2025 年6月9日 09:00; 6.5米级纯电动站立位公交车 ,采购7辆,预算金额420万元,开标时间为2025年6月10日 09:00; 6米级纯电动19座无站立位公交车 ,采购45辆,预算金额2520万元,开标时间为2025年 6月6日 09:00。该项目分两个标项进行,一个是25辆,预算金额1400万元;另一个 ...
小米玄戒芯片跑分泄露,略低于高通骁龙 8;罗永浩现身百度杭州公司;谷歌 CEO 爆料,差点收购 Netflix
Sou Hu Cai Jing· 2025-05-19 00:51
Group 1: AI and Technology Developments - Luo Yonghao was spotted at Baidu's Hangzhou branch, indicating his involvement in AI entrepreneurship with the launch of his first AI hardware product, JARVIS ONE, which features fingerprint recognition and voice command activation [1] - Xiaomi's newly developed XRING 01 chip shows competitive performance against Qualcomm's Snapdragon 8 Elite, with a multi-core score only 7% lower, highlighting Xiaomi's significant R&D progress over the past decade [2][5] - The XRING 01 chip utilizes a 3nm process technology, allowing for higher clock speeds and improved performance metrics compared to previous generations [4] Group 2: Electric Vehicle Infrastructure - CATL announced the launch of the 75 standardized battery swap block and plans to build a nationwide battery swap network covering 80% of trunk transport capacity by 2030 [7][8] - The company aims for a 50% market penetration of electric heavy trucks within three years, with plans to establish 300 battery swap stations in key regions by 2025 [8] Group 3: Corporate Strategies and Market Moves - Apple plans to allow EU users to set third-party voice assistants as default options on their devices, responding to regulatory pressures [5][6] - Google CEO Sundar Pichai revealed that the company seriously considered acquiring Netflix, which would have been a significant move in the streaming market [9]
2520万元招标45辆6米级纯电动公交车
第一商用车网· 2025-05-17 13:11
5月16日,建德市长运物资有限公司6米级纯电动19座无站立位公交车采购项目的公开招标公 告发布。总预算金额为2520万元,招标45辆6米级纯电动19座无站立位公交车。 一、项目基本情况 项目编号:JDBWCG2025-070 项目名称:建德市长运物资有限公司6米级纯电动19座无站立位公交车采购项目 预算金额(元):25200000 最高限价(元):14000000,11200000 采购需求: 标项一 标项名称: 标项一:采购6米级纯电动19座无站立位公交车25辆 预算金额(元):14000000 简要规格描述或项目基本概况介绍、用途: 标项一:采购6米级纯电动19座无站立位公交车 25辆 本项目(否)接受联合体投标。 二、申请人的资格要求 1.依法设立:申请人应为中华人民共和国境内依法注册的、具有独立法人资格的单位或其他组 织 2.财务要求:申请人应承诺中选后向采购人开具符合采购人要求的增值税专用发票 3.本项目的特定资格要求:无 三、获取招标文件 标项二 标项名称: 标项二:采购6米级纯电动19座无站立位公交车20辆 预算金额(元):11200000 简要规格描述或项目基本概况介绍、用途: 标项二:采购6 ...
De Tomaso launches €1.6m P72 Luxury Hypercar as ESGL Business Combination Nears Completion
Globenewswire· 2025-05-16 12:30
Core Insights - The unveiling of the production specification De Tomaso P72 highlights the brand's strength and readiness for commercial operations as the merger with ESGL Holdings approaches completion [1][4] - The P72, featuring a carbon fibre chassis and a 5.0L supercharged V8 engine, emphasizes a return to mechanical design and driver-focused engineering [2] - The launch of the P72 is seen as a significant commercial catalyst, indicating De Tomaso's readiness to scale operations [4] Company Overview - ESGL Holdings Limited is a leader in sustainable circular solutions, focusing on transforming waste into high-value products for various sectors [6] - De Tomaso Automobili, founded in 1959, combines Italian design with motorsport heritage and aims to create emotionally resonant vehicles for enthusiasts [7] Product Details - The P72 was initially revealed as a concept in 2019 and is now ready for customer deliveries expected in late 2025 [3] - The production vehicle showcases the final engineering, design, and build quality that De Tomaso aims to deliver at scale [3] Market Engagement - The P72 is currently available for exclusive viewings at Miller Motorcars in Connecticut, with limited public displays planned [5] - The launch has garnered significant media attention, with features in prominent automotive publications highlighting its design and engineering [6]
增值税发票数据显示:吉林省五一假期消费增势良好
Sou Hu Cai Jing· 2025-05-16 11:18
欧亚卖场是长春市知名购物广场,这家卖场推出免费抢1万套1200元家电抵用券活动以及家电购物达额送好礼活动,五一 期间,参与政府补贴的销售额达到1440余万元,占家电商场销售总收入76.7%,家电销售的政府补贴合计187万元。 为确保家电以旧换新政策红利精准落地,长春市朝阳区税务局针对欧亚卖场商家普遍关心的发票开具、政府补贴税务处 理等问题,深入商户开展"一对一"上门辅导,详细讲解折扣发票开具规则和折后收入确认标准,帮助企业在让利消费者 的同时防范涉税风险。 长影世纪城五天累计接待游客3.2万人次,入园人数同比增长37%,长春市餐饮堂食线上订单量同比增长超64%;吉林市 神州红旗汽车销售展厅日均接待超30批次,以旧换新订单占比达37.7%…… 增值税发票数据显示:五一假期,吉林省消费市场呈现强劲复苏态势,在"以旧换新"政策持续发力带动下,家用电器和 音像器材销售收入同比增长203.97%,智能手机等消费电子产品纳入购新补贴范围,通讯器材销售收入同比增长 430.66%。旅游游览和娱乐服务销售收入同比增长63.79%,文艺创作与表演服务销售收入同比分别增长57.48%。 政策精准落地家电以旧换新"热力十足" 作为 ...
X @Tesla AI
Tesla AI· 2025-05-16 09:03
FSD Supervised testing in ParisTesla Europe & Middle East (@teslaeurope):Full drive https://t.co/ecBY1DF7CF ...
Did Nvidia Make a Colossal Mistake by Selling SoundHound AI Stock?
The Motley Fool· 2025-05-16 08:28
Group 1: Nvidia's Market Impact - Nvidia added $2.8 trillion to its market capitalization since the start of 2023 due to soaring demand for its data center chips for AI development [1] - Nvidia sold its entire stake in SoundHound AI toward the end of last year, as noted in its 13-F filing with the SEC [2][17] Group 2: SoundHound's Business and Technology - SoundHound specializes in conversational AI and has a strong customer base across various industries, including hospitality and automotive [2][5] - SoundHound's technology is deployed in approximately 13,000 quick-service restaurants, enabling autonomous order taking and employee assistance [6] - In the automotive sector, SoundHound's Chat AI is utilized by major brands like Hyundai and Kia, and it recently launched a Voice Commerce platform [7] Group 3: Financial Performance - SoundHound reported $29.1 million in total revenue for Q1 2025, a 151% increase year-over-year, boosted by the acquisition of Amelia [9] - The company has a growing order backlog, which was $1.2 billion three months prior, and expects to convert this backlog into revenue over six years [10] - SoundHound reaffirmed its full-year guidance for 2025, projecting a 97% year-over-year revenue increase to $167 million [11] Group 4: Valuation and Risks - SoundHound's current price-to-sales (P/S) ratio is 40.8, significantly higher than Nvidia's, raising concerns about its valuation [12] - When considering future revenue potential, SoundHound's forward P/S ratio is 27.1, still higher than Nvidia's [14] - Despite reporting a profit of $129 million in Q1, this was largely due to a one-time benefit, and on a non-GAAP basis, the company lost $22.3 million [15] - SoundHound had $246 million in cash at the end of the quarter, allowing it to sustain losses for a couple of years, but future cash needs could lead to stock dilution [16]
GreenPower Closes First Tranche of Term Loan Offering
Prnewswire· 2025-05-16 01:30
Core Points - GreenPower Motor Company Inc. has closed the first tranche of a secured term loan offering amounting to U.S. $500,000 [1] - The net proceeds from the loan will be allocated towards production costs, supplier payments, payroll, and working capital [2] - The loan is secured by a general security agreement on the company's assets and will bear an interest rate of 12% per annum for a term of two years [3] - The company issued 1,086,956 non-transferable share purchase warrants to the initial lenders, allowing them to purchase shares at an exercise price of U.S. $0.46 for 24 months [4] - The initial lenders are considered related parties, and the transaction is exempt from formal valuation and minority approval requirements [5] - All securities issued in connection with the loan will be subject to a statutory hold period of four months plus a day from the closing date [6] Company Overview - GreenPower designs, builds, and distributes a range of all-electric medium and heavy-duty vehicles, including transit buses, school buses, shuttles, and cargo vans [7] - The company employs a clean-sheet design approach to manufacture zero-emission vehicles, integrating global suppliers for key components [7] - GreenPower was founded in Vancouver, Canada, and has primary operational facilities in southern California, with a NASDAQ listing since August 2020 [7]