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希腊克里特岛发生山火 约5000名游客被转移
news flash· 2025-07-03 18:13
金十数据7月4日讯,希腊克里特岛东南部一处森林7月2日发生严重山火。3日,又有4个村庄的居民被要 求立即撤离。消防部门称,该地区的火势仍未得到有效控制,消防员仍在继续灭火。目前,事发地周边 约5000名游客被转移至安全地带。据悉,希腊民防部门已增派消防力量前往支援。 希腊克里特岛发生山火 约5000名游客被转移 ...
普京与特朗普聊了1小时,讨论俄乌谈判和中东局势,俄方:两人谈话务实具体,在“同一频率”
中国基金报· 2025-07-03 18:11
来源:央视新闻 俄美元首通话约1小时 讨论中东局势、俄乌谈判等 当地时间7月3日,俄罗斯总统助理乌沙科夫表示,俄总统普京与美总统特朗普的通话结束, 通话持续了约一小时。他表示, 普京与特朗普的谈话"在同一频率上",谈话务实且具体。 此前曾有媒体报道,在7月4日美国"独立日"到来之际,俄美两国总统将通电话。 乌沙科夫表示, 普京在与特朗普的通话中指出, 俄罗斯愿意继续与乌克兰的谈判进程 。乌 沙科夫还称, 特朗普在与普京的通话中提出了尽早结束对乌克兰军事行动的问题。 据乌克兰最高拉达(议会)官方网站当地时间7月3日消息,乌克兰总统泽连斯基签署修订 《预算法典》的法案, 允许将矿产开采资金转入乌克兰—美国重建投资基金。 乌沙科夫表示,普京与特朗普今日通话中未涉及美国停止对乌武器供应这一议题。双方也没 有讨论俄乌伊斯坦布尔第三轮谈判的具体日期。乌沙科夫称,在与特朗普的通话中,普京强 调了通过政治和外交手段解决中东问题的重要性。乌沙科夫表示 ,必要时可在24小时内组织 新一轮两国元首通话。 乌克兰当地时间5月1日,乌第一副总理兼经济部长斯维里坚科在社交媒体上透露,根据乌克 兰总统弗拉基米尔·泽连斯基与美国总统唐纳德· ...
泰国消费者购物观念大转变
Shang Wu Bu Wang Zhan· 2025-07-03 18:08
报告指出,现代电商平台的角色,已从单纯的交易场所转型为消费者信任 的管理者。尤其在如Shopee Mall这类平台中,消费者可以集中选购官方品牌, 享有15天退货保证与价格保护等服务,大大增强了购物信心。 2025年上半年,泰国消费者购物过程中不仅更节省,而且更理性。他们虽 然花更少时间比价,但对透明度和服务质量要求更高,更容易被"更可靠的选 择"所吸引。这对所有电商平台与线上卖家而言是一场"服务深度"的竞赛,谁 能更快满足理性与情感的双重需求,谁就能赢得长期忠诚度。 调查数据显示,64%的消费者更在意商品品质与商家可信度,而非单纯低 价;超过70%的消费者追求高性价比,强调购物过程中的信任感。这意味着, 购物早已不知是价格战,消费者在下单时会综合考量从产品选择、物流配送到 售后服务的每一个环节,最终决定是否"物有所值"。 特别是在城市人群中,购物速度成为关键因素。当前消费者更倾向于"立 即拥有",而非"等待折扣",这促使电商平台持续优化配送效率、保障政策与 用户体验。例如电商平台Shopee推出"全、值、快、保障"的购物理念,强化热 卖精选、价格保障与快速配送功能,精准响应了消费者"讨厌等待"的心理。 (原 ...
ROKU vs. DIS: Which Ad-Supported Streaming Stock is the Better Pick?
ZACKS· 2025-07-03 18:06
Group 1: Company Strategies - Roku is adopting a platform-first strategy focused on connected TV ads and user-friendly interface, while Disney leverages its content library and streaming bundles to create a comprehensive ad-supported streaming experience [1][2] - Roku's platform revenues increased by 17% year over year to $881 million, with a gross margin of 52.7%, and streaming hours on The Roku Channel rose by 84% year over year [4][10] - Disney is enhancing its ad-supported streaming market position by integrating Hulu and sports content into Disney+, which has led to increased engagement and reduced churn [7][8] Group 2: Performance Metrics - Roku's The Roku Channel became the 2 app by engagement in the U.S. in Q1 2025, with over a third of U.S. streaming households engaging monthly [3][4] - Disney's streaming business saw a 20% year-over-year increase in adjusted earnings in Q2 2025, with ESPN's primetime viewership among the 18-49 demographic up 32% year over year [8][11] - Roku's Home Screen reaches over 125 million people daily, while Disney is preparing a fully bundled experience combining live sports and entertainment [5][8] Group 3: Market Trends and Challenges - Advertiser demand is shifting towards non-guaranteed programmatic campaigns, putting pressure on Roku's platform margins [6][10] - Disney is investing in ad-tech and personalization to improve user engagement and advertising ROI, with major platform improvements expected soon [9][10] - Roku faces near-term challenges due to reliance on programmatic ads, while Disney benefits from a unified platform and rising engagement [20][21] Group 4: Valuation and Stock Performance - Disney shares are trading at a forward Price/Sales ratio of 2.23X, while Roku's is at 2.62X, indicating that DIS shares are undervalued compared to ROKU [12] - Year-to-date, Roku shares have gained 19.5%, while Disney shares have appreciated 11% [14] - Earnings estimates show Roku's second-quarter 2025 loss is expected at 17 cents per share, while Disney's earnings are pegged at $1.47 per share, indicating a better outlook for DIS [17][20]
Macerich Stock Gains 15.8% in Three Months: Will the Trend Last?
ZACKS· 2025-07-03 18:06
Group 1 - The Macerich Company (MAC) shares have increased by 15.8% over the past three months, outperforming the industry's growth of 7.4% [1][8] - The company focuses on premium shopping centers located in affluent U.S. markets, which provides a solid opportunity for generating cash flows [2][8] - Macerich is enhancing asset quality and customer relationships through the adoption of an omnichannel retail model, which is crucial for fulfilling orders from mall-based stores [3] Group 2 - The company is implementing an aggressive capital-recycling program that involves divesting non-core assets and using the proceeds to invest in higher-growth properties, which will also reduce leverage [4][8] - The strategic plan includes business simplification through selective consolidation of joint ventures over time [4] - The positive trend in MAC's stock price is expected to continue in the near term due to these factors [5] Group 3 - The growing trend of online shopping may negatively impact Macerich's market share for brick-and-mortar stores [9] - Tenant bankruptcies, such as those filed by Forever 21 and Express, could affect the company's performance in upcoming quarters [9] - An elevated interest rate environment may lead to higher borrowing costs, impacting the company's ability to purchase or develop real estate [9]
BAB, Inc. Reports Results for 2nd Quarter FY 2025
Globenewswire· 2025-07-03 18:06
DEERFIELD, Ill., July 03, 2025 (GLOBE NEWSWIRE) -- BAB, Inc. (OTCQB: BABB), announced its financial results for the second quarter ended May 31, 2025. For the quarter ended May 31, 2025 BAB had revenues of $808,000 and net income of $154,000, or $0.02 per share earnings, versus revenues of $883,000 and net income of $146,000, or a $0.02 per share, for the same quarter last year. Our total revenue for the three months ended May 31, 2025 decreased compared to the prior period primarily due to a decrease in ma ...
SouthState Corporation to Announce Quarterly Earnings Results on Thursday, July 24, 2025
Prnewswire· 2025-07-03 18:00
WINTER HAVEN, Fla., July 3, 2025 /PRNewswire/ -- SouthState Corporation (NYSE: SSB) ("SouthState") announced today that it will release second quarter 2025 earnings results on Thursday, July 24, 2025, after the market closes. Upon release, investors may access a copy of SouthState's earnings results at the Company's website at www.SouthStateBank.com under Investor Relations, News, News & Market Data section.SouthState will host a conference call on Friday, July 25, 2025 at 9:00 a.m. (ET) to discuss its seco ...
帮主郑重收评:创业板指狂飙2%,消费电子掀涨停潮,这几个信号要注意!
Sou Hu Cai Jing· 2025-07-03 17:57
先说消费电子这波爆发,那真是天时地利人和。商务部年初搞的消费电子补贴政策现在开始显威力了,买手机、平板这些都能直接打折,老百姓兜里的钱可 算有地方花了。再加上AI技术突突突往前跑,手机、电脑都在往智能终端升级,连CES展会上都摆满了AI眼镜、AI机器人这些新鲜玩意儿。就拿水晶光电来 说,人家给北美大客户手机摄像头标配的滤光片,直接打开了一个超大的存量市场,机构最近扎堆去调研,业绩自然蹭蹭往上窜。不过咱得明白,这波行情 里既有政策红利,也有技术迭代的推动,短期涨得猛,但长期还得看公司能不能把技术转化成实实在在的利润。 最后说说军工板块的调整,中船应急直接大跌10%,这让不少朋友摸不着头脑。其实这波下跌和市场轮动有很大关系,军工之前跟着政策炒了一波,现在资 金开始往消费电子、AI这些更有确定性的板块转移。不过军工的长期逻辑还在,国防现代化是大趋势,等这波调整完,那些有订单、有技术的龙头公司说 不定又会冒出来。咱做中长线的,就得有这种耐心,别被短期波动晃了神。 总的来说,今儿这市场虽然热闹,但咱得把眼光放长远。消费电子和AI硬件的爆发是政策和技术共振的结果,但也得警惕短期过热;成交额缩量是市场在 蓄力,正好给咱留出 ...
美国财长贝森特重申市场正在释放美联储将会降息的信号。被问及是否认同总统特朗普要求美联储降息三个百分点的主张,拒绝具体回答“是否认同特朗普对美联储的立场”。
news flash· 2025-07-03 17:57
美国财长贝森特重申市场正在释放美联储将会降息的信号。 被问及是否认同总统特朗普要求美联储降息三个百分点的主张,拒绝具体回答"是否认同特朗普对美联 储的立场"。 ...
继续拖延“大而美”法案 美众议院民主党领袖演讲近9小时创纪录
news flash· 2025-07-03 17:54
智通财经7月4日电,据央视新闻报道,美国民主党领袖哈基姆·杰弗里斯以"神奇一分钟"的马拉松式发 言,抗议美国总统特朗普力推的"大而美"税收与支出法案。"神奇一分钟"本质上是一个不计时的发言机 会,杰弗里斯的实际发言时间约为8小时46分,创下了美国众议院现代史上最长的发言纪录。据悉,杰 弗里斯于美国东部时间凌晨4点53分开始了长达数小时的发言,并在发言中讲述那些将受到"大而美"法 案中医疗补助改革和其他削减影响的美国人的故事。当日13时39分左右,杰弗里斯的发言结束。此前最 长的众议院演讲记录是由加州共和党人凯文·麦卡锡 (Kevin McCarthy)在2021年创下,当时麦卡锡的 众议院演讲时长为8小时32分钟。 继续拖延"大而美"法案 美众议院民主党领袖演讲近9小时创纪录 ...