Group 1 - The Russian hardware tools market is expanding due to ongoing infrastructure development and manufacturing upgrades, with the ToolMash 2024 exhibition attracting over 5,600 professional visitors, 22% of whom have procurement budgets exceeding 50 million rubles [1][8] - The audience composition includes 24.3% wholesalers, 18.1% construction and renovation professionals, and 13.6% retailers, with 60% of attendees from small and medium-sized enterprises [1][8] - The exhibition will be held alongside the Woodex exhibition in December 2025, creating synergistic opportunities for increased business engagement [1][11] Group 2 - High-budget buyers, defined as those with procurement budgets over 50 million rubles, represent a significant segment of the audience, indicating strong purchasing intent [3][8] - Key companies represented among the attendees include Rosneft, Aeroflot, and EVRAZ STEEL, highlighting the diverse industrial interest in the hardware tools sector [8][10] - The interest in specific product categories shows that electric tools (22.1%), hand tools (19.3%), and storage systems (13.6%) are the most sought after, with a notable increase in demand for automotive repair tools and gardening equipment [8][10] Group 3 - ToolMash utilizes digital tools to enhance exhibition efficiency, including a LeadScanning feature that streamlines contact information exchange and data management for exhibitors [10] - The upcoming ToolMash 2025 aims to leverage the collaboration with Woodex to attract a broader audience, with Woodex having previously drawn over 8,000 industry professionals [11] - The integration of these two exhibitions is expected to significantly expand the potential customer base and influence purchasing decisions among professionals [11]

超微电脑将之前的销售预期从50亿美元至60亿美元下调至45亿美元至46亿美元的预期区间。每股收益也远低于之前 的预期。该公司在一份声明中表示："第三季度，一些客户平台决策的延迟导致销售收入被转移到第四季度。第三季 度的GAAP和非GAAP毛利率较第二季度下降了220个基点，这主要是由于老一代产品导致库存储备增加，以及为了 加快新产品上市速度而产生的成本。" 投资者正等待更多有意义的数据，以了解关税可能对人工智能公司和数据中心造成的影响。特朗普在4月11日的行政 命令中澄清，半导体不受新关税的影响，但隐约可见的不确定性和不可预测性令投资者普遍感到不安。超微电脑将 于下周与投资者举行电话会议，回顾第三季度业绩。 机构评价依然较高 真是出人意料！ 美股迎来业绩雷，而且还是人工智能领域。美股开盘后，人工智能服务器制造商——超微电脑一度大跌近20%，随 后跌幅有所收窄，但仍维持在17%左右。 暴跌的原因在于，该公司业绩预告远不及预期。公告显示，该公司预计第三财季营收将在45亿美元至46亿美元之 间，远低于华尔街分析师普遍预期的54亿美元。预计每股收益将在29美分至31美分之间，远低于53美分/股的预期。 去年一季度，超 ...