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“小非农”超预期爆冷 美三大股指小幅低开
news flash· 2025-07-02 13:35
道指跌0.02%,标普500指数跌0.08%,纳指跌0.07%。特斯拉(TSLA.O)开涨2.8%,公司二季度交付量略 低于预期,微软(MSFT.O)开跌0.47%,据悉其将在第二轮大规模裁员中裁减9000名员工。 "小非农"超预期爆冷 美三大股指小幅低开 ...
纳斯达克综合指数7月2日(周三)开盘下跌13.43点,跌幅0.07%,报20189.46点;标普500指数7月2日(周三)开盘下跌6.50点,跌幅0.10%,报6191.51点;道琼斯指数7月2日(周三)开盘下跌88.33点,跌幅0.20%,报44406.61点。
news flash· 2025-07-02 13:35
纳斯达克综合指数7月2日(周三)开盘下跌13.43点,跌幅0.07%,报20189.46点; 标普500指数7月2日(周三)开盘下跌6.50点,跌幅0.10%,报6191.51点; 道琼斯指数7月2日(周三)开盘下跌88.33点,跌幅0.20%,报44406.61点。 ...
Snap (SNAP) Surges 7.6%: Is This an Indication of Further Gains?
ZACKS· 2025-07-02 13:35
Company Overview - Snap's shares increased by 7.6% to $9.35 in the last trading session, with a higher-than-average trading volume, compared to a 6% gain over the past four weeks [1] - The company is approaching its goal of 1 billion monthly active users (MAU), having surpassed 900 million MAU in April, with significant growth in markets like India, where MAU exceeded 250 million [2] Financial Performance - Snap is expected to report quarterly earnings of $0.00 per share, reflecting a year-over-year decline of 100%, while revenues are projected to be $1.34 billion, an 8% increase from the previous year [3] - The consensus EPS estimate for Snap has been revised 1.6% higher in the last 30 days, indicating a positive trend that may lead to price appreciation [4] Industry Context - Snap operates within the Zacks Internet - Software industry, where Tuya Inc. also competes, having closed the last trading session at $2.33 with a -4.6% return over the past month [4] - Tuya's consensus EPS estimate remains unchanged at $0.03, representing a 25% decline compared to the previous year, and it holds a Zacks Rank of 1 (Strong Buy) [5]
Vertex Gets EU Nod for New Cystic Fibrosis Drug Alyftrek
ZACKS· 2025-07-02 13:35
Key Takeaways VRTX gains EU approval for Alyftrek to treat CF patients aged six and above with non-class I mutations. Alyftrek offers once-daily dosing and potential benefits over Trikafta, including improved CFTR function. Alyftrek sales reached $53.9M in Q1 2025, with management expecting stronger uptake in H2 2025.Vertex Pharmaceuticals (VRTX) announced that the European Commission has approved Alyftrek (deutivacaftor/tezacaftor/vanzacaftor) for treating people with cystic fibrosis (“CF”) aged six year ...
Empro Group Inc. Announces Pricing of Its Initial Public Offering
Globenewswire· 2025-07-02 13:35
Selangor, Malaysia, July 02, 2025 (GLOBE NEWSWIRE) -- Empro Group Inc. (the “Company” or “EMPG”), a rising beauty and personal care brand headquartered in Malaysia, today announced the pricing of its initial public offering (the "Offering") of 1,375,000 ordinary shares (the "Ordinary Shares") at a public offering price of $4.00 per share for total gross proceeds of approximately $5,500,000, before deducting underwriting discounts and other offering expenses. The Ordinary Shares have been approved for listin ...
Appian Strengthens Leadership Team with Key Hires in UK and EMEA
Prnewswire· 2025-07-02 13:35
Enterprise Software Sales Leaders Join to Drive AI in Process GrowthMCLEAN, Va., July 2, 2025 /PRNewswire/ -- Appian (NASDAQ: APPN) today announced the expansion of its sales leadership team by appointing three seasoned leaders to bolster its presence and drive growth across the United Kingdom (UK), Europe, the Middle East, and Africa (EMEA). Vicky Nesbit joins as the Senior Vice President (SVP) of Sales in the UK and EMEA, Vincent Perrin takes on the role of Vice President of EMEA North, and Rob Cook will ...
AgriFORCE Advances Power & Compute Strategy with Commissioning of Oyen Site for Load Testing
Globenewswire· 2025-07-02 13:35
VANCOUVER, British Columbia and OYEN, Alberta, July 02, 2025 (GLOBE NEWSWIRE) -- AgriFORCE Growing Systems Ltd. (NASDAQ: AGRI) (“AgriFORCE” or the “Company”), a technology and infrastructure firm operating at the intersection of clean energy and digital compute, today announced the successful installation and commissioning of miners at its future Oyen, Alberta site. This development marks a significant step in the Company's Power & Compute Initiative, following the launch of its first decentralized site in ...
市场沸腾了!“王炸”政策出台,重磅解读来了
Zhong Guo Ji Jin Bao· 2025-07-02 13:33
【导读】创新药新政出台,业内人士重磅解读 创新药"王炸"政策出台,不仅二级市场沸腾了,一级市场也沸腾了。 近日,国家医保局、国家卫健委发布《支持创新药高质量发展的若干措施》(以下简称《若干措 施》)。7月1日,国家医保局召开新闻发布会,专题介绍《若干措施》相关内容。 业内普遍认为,该政策让创新药有了全链路的政策支持。受访的多位医药行业分析师和创投人士指出, 该政策通过研发端、准入与支付、临床应用多个层次的组合拳,构建了支持创新药高质量发展的闭环体 系,有望推动中国从"仿制药大国"向"创新药强国"跨越。 高特佳投资集团副总经理于建林直言,文件出台的核心逻辑是进一步促进创新药研发以临床价值为导 向,进一步拓宽创新药的支付渠道;进一步提高创新药的可及性,满足百姓多层次的用药需求。未来一 级市场创新药的投资范式将从单一研发管线估值转向"全球化+商业化+政策豁免"三维驱动。 医保数据赋能+资本破局 降低创新风险 过去十年里,我国创新药经历了飞速发展的时期:创新创投活跃、研发管线丰富。然而,同质化问题也 随之而来,靶点与管线布局也存在"追热点"的现象。 为了避免这些问题,《若干措施》提出了医保数据应用的突破性举措,即支持 ...
It's Time To Trim Your Celestica Position (Downgrade)
Seeking Alpha· 2025-07-02 13:33
Since my last Celestica Inc. (NYSE: CLS ) analysis , the stock has gained 65% in price. Now is the time to trim your position.Oliver Rodzianko is the Founder and Chief Executive Officer of Invictus Origin, a pioneering high-alpha investment management firm launched in May 2025, dedicated to becoming a globally recognized, actively managed fund. Invictus Origin is developing innovative portfolio strategies, notably through its flagship Nasdaq High-Alpha Black Swan Portfolio, strategically designed to sustain ...
保险大佬又发言了
表舅是养基大户· 2025-07-02 13:31
一个,是中证Reits ,今天大涨超1%,明显和大盘背离,且1个点以上的涨幅,即使在连续上涨的 二季度,也仅出现过1天; 另一个,是银行股这边 ,继续大涨,港股这边迎来下半年首个交易日,港股银行大涨超2.2%,在 所有恒生行业指数中排第一,且建行领涨接近3%,而中行在四大行里垫底,"仅"上涨1.5%左右, 这背后的逻辑,我们昨天都已经聊过,并提前做出了预测分析,应该说,还是和实际情况相符 的。 今天市场有两块值得关注的亮点。 第一个亮点,依然是"季末调表,兑现利润"的后遗症 ,我们前两天聊的,节前异常下跌的两块资 产: 今天,财联社在 《真相调查, 银行股被险资配到上限了? 》,也引用了咱们最近的观点,我在 本文的下半部分,会借助 泰康保险大佬 的公开观点,继续阐述一下,为什么说, 很多从业者忽 视了"前所未有的低利率"、"保险资产负债倒挂的紧迫性倒逼监管政策进入宽松周期"的长期性和 重要性。 另外,这回季末,还有一个事,大家关注的比较多,那就是 A500ETF 的冲量,华泰柏瑞最猛, 直接干破了200亿,弯道超车,成为A500的扛把子,堪称花小钱、办大事,季末营销的经典案 例,而嘉实等其他几家,季末也有发力 ...