Core Viewpoint - DLocal (DLO) has received a Zacks Rank 2 (Buy) upgrade, indicating a positive earnings outlook that may lead to increased stock price [1][3]. Earnings Estimates and Revisions - The Zacks Consensus Estimate for DLocal's earnings per share (EPS) for the fiscal year ending December 2025 is projected at $0.62, reflecting a 21.6% increase from the previous year [8]. - Over the past three months, the consensus estimate for DLocal has risen by 9.9%, indicating a trend of increasing earnings estimates [8]. Zacks Rating System - The Zacks rating system classifies stocks based on earnings estimate revisions, with DLocal's upgrade positioning it in the top 20% of Zacks-covered stocks, suggesting potential for market-beating returns [10]. - The Zacks Rank system has a strong historical performance, with Zacks Rank 1 stocks averaging an annual return of +25% since 1988 [7]. Impact of Institutional Investors - Changes in earnings estimates significantly influence institutional investors' valuation models, leading to buying or selling actions that affect stock prices [4]. - The correlation between earnings estimate revisions and stock price movements underscores the importance of tracking these revisions for investment decisions [6].

Group 1 - The email account of Karim Khan, the chief prosecutor of the International Criminal Court in The Hague, was blocked by Microsoft, raising concerns about the monopoly of American tech companies in the Netherlands [1] - The incident has prompted discussions in the Netherlands about reducing reliance on American technology, leading to a movement towards "de-Microsoftization" [1] - At least 10 key public institutions in the Netherlands have approached local cloud service provider Intermax Group to seek alternatives to American cloud services [1] Group 2 - Transitioning away from Microsoft is challenging due to deep integration of its systems within many government departments, which have developed a "path dependency" on Microsoft technologies [2] - The Dutch Ministry of the Interior is reassessing its reliance on Microsoft and exploring alternative technologies from France and Germany, although current projects still depend on Microsoft software [2] - Local companies are assisting hospitals and government agencies in storing email copies locally to mitigate risks associated with potential service interruptions from Microsoft [2] Group 3 - The Dutch Central Bank has raised alarms about the national security risks posed by the heavy reliance on American tech companies, particularly in the financial sector [3] - The online payment system iDEAL, while appearing to be Dutch, relies on key technologies controlled by two American companies that dominate over 60% of the European market [3] - There is significant dependence on American companies like Amazon, Google, and Microsoft for storing and managing sensitive data across Dutch banks, businesses, and government institutions [3]

Core Insights - The total value of the top 100 global brands reached $10.7 trillion in 2025, marking a 29% year-on-year increase, the highest in history [1] - Chinese brands have doubled in value over the past 20 years, now accounting for 6% of the total value of the top 100 brands, with a 26% increase from the previous year, ranking second globally in growth rate [1] - European brands have significantly declined, now representing only 7% of the total value, down from 26% in 2006 [1] Industry Trends - The retail sector continued its growth trend from 2022, with an overall brand value increase of 48%, driven by e-commerce and private labels [3] - In contrast, brand value growth in categories like apparel, food and beverage, and personal care has stagnated or declined, although brands like Uniqlo, Coca-Cola, and Dove have outperformed the industry average [3] - The alcoholic beverage sector is facing challenges from younger consumers opting for lower-cost options, while the rise of health-conscious trends is boosting the growth of low or non-alcoholic drinks [3] - The luxury goods sector, one of the few industries to maintain growth since 2020, saw a 2% decline in 2025, partly due to a shift in consumer preference from status-symbol products to lifestyle experience consumption [3]

"美国换血富豪""姨化吸血鬼""抗衰小白鼠"，布莱恩·约翰逊以这些标签为人所知。对于探索永生，他有着自己的执着。作为普通人，我们至少可以从他的 探索中汲取一些朴素的启示：好好吃饭、好好睡觉、坚持锻炼、适当社交——毕竟，在人类寻得永生真相之前，这依然是最有效的长寿秘诀。 本文来自微信公众号：新周刊 （ID：new-weekly），作者：陈茁，编辑：桃子酱，题图来自：AI生成 一个年近五十的中年男子，随着时间流逝，身体却越来越年轻，容貌和生理机能逐渐回春，衰老的速度不断放缓，直到突破人类寿命的上限。 这不是好莱坞电影《本杰明·巴顿奇事》里返老还童的故事，而是美国富豪布莱恩·约翰逊正在努力实现的未来。 20:30，不少人还在通勤路上或者在工位加班时，布莱恩已经躺在位于加州威尼斯海滩边的别墅的卧室里。睡眠，是他生活中的头等大事，也是他一天的 起点。 次日5:00左右，他会从睡眠中自然醒来。起床后的第一件事，是用10000流明的仿日光灯照射眼睛3~4分钟，帮助身体快速清醒。紧接着，他会测试耳温、 脂肪、肌肉、水分比例、体重、动脉僵硬度，再涂上生发精油，戴上装有312个激光二极管的生发帽。 5分钟的冥想练习后，布莱恩会喝 ...