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心动公司(02400.HK):《伊瑟》国服及《守爱2》首测定档 驱动长期成长
Ge Long Hui· 2025-07-11 03:07
Group 1 - TapTap held its 2025 game release conference, showcasing a record 50 new game updates, including 45 unreleased titles and 13 PC games [1] - The introduction of PC games at the conference marks a significant expansion for TapTap, with titles like "Mingmo: Yuanshu" and "Zongmen Qiyuan" featured [1] - TapTap's PC version has been launched, allowing users to purchase and download over 100 top games without revenue sharing, which is expected to enhance growth potential [1] Group 2 - The self-developed game "Yise" has been successful in international markets, ranking in the top 50 in over 30 countries, with a domestic launch scheduled for September 25 [2] - "Xindong Xiaozhen" is set to celebrate its anniversary with a collaboration event, and its international version is anticipated to launch in late 2025, potentially increasing revenue [2] - The upcoming MMORPG "Xianjing Chuanqi RO: Shouhu Yongheng de Ai 2" is expected to leverage the established IP and the company's experience to perform well in the global market [2]
MRVL's Modular Packaging Tech: Can it Transform AI Accelerators?
ZACKS· 2025-07-10 17:26
Key Takeaways MRVL is deploying modular RDL interposer tech to build larger, high-efficiency AI accelerator solutions. The design supports HBM3/3E integration, enables die replacement, and enhances power and latency performance. MRVL sees a $94B data center chip market by 2028, with custom compute offerings witnessing a 53% CAGR.Marvell Technology (MRVL) uses advanced CMOS technologies at 5nm and 3nm nodes and is now shifting toward 2nm and below, which include innovations like gate-all-around transistors ...
Fifty1 AI Labs' REVIVE Clinical Trial Redefines Long COVID Treatment, Pioneering AI-Driven Therapies and Propelling Fifty 1 Labs, Inc. Toward $50M Valuation and Global Biotech Leadership
Globenewswire· 2025-07-10 12:56
Core Insights - Fifty1 AI Labs, LLC has successfully completed the REVIVE Adaptive Platform Trial, the largest Long COVID study to date, addressing a health crisis affecting approximately 400 million people globally and 15% of COVID-19 survivors, with an economic burden exceeding USD 1 trillion annually [1][2] - The trial demonstrates a clear treatment benefit for Long COVID, aligning with Fifty 1 Labs, Inc.'s vision to revolutionize healthcare through AI-driven drug repurposing and functional medicine, targeting the $5.68 trillion biotech market [2][3] - The company aims to achieve a $50 million valuation and lead the $320.6 billion functional medicine market, enhancing investor confidence and positioning for uplisting to OTCQB by Q1 2026 and NASDAQ in the coming years [2][7] Company Achievements - The REVIVE Trial enrolled over 600 participants, achieving the fastest recruitment for a study of its kind, showcasing operational excellence and strategic partnerships with leading institutions [3][4] - Fifty1 AI Labs' proprietary AI platform, supported by a $1 million R&D investment, optimizes drug candidate selection and accelerates clinical research efficiency, setting a new standard in the industry [4][5] - The findings from the REVIVE Trial are expected to establish a foundation for polypharmacy-based treatment regimens, unlocking significant opportunities for intellectual property development and potential annual revenue in the billions [5][6] Strategic Initiatives - The company is pursuing regulatory pathways to bring novel therapies to market and establishing R&D hubs in Vancouver, alongside strategic partnerships with pharmaceutical leaders [7] - Upcoming initiatives include the launch of a minimum viable product website by July 24, 2025, and a fully interactive website by July 31, 2025, aimed at enhancing investor engagement [7] - A virtual shareholder teleconference is scheduled for July 28, 2025, to provide insights into the company's transformative vision and progress toward uplisting [7]
Ligand Partner Pelthos Therapeutics Launches ZELSUVMI™
Globenewswire· 2025-07-10 12:00
JUPITER, Fla., July 10, 2025 (GLOBE NEWSWIRE) -- Ligand Pharmaceuticals Incorporated (Nasdaq: LGND) today announced that its partner Pelthos Therapeutics Inc. (NYSE American: PTHS) has commercially launched ZELSUVMI™ (berdazimer) topical gel 10.3%, the first and only FDA-approved at-home treatment for molluscum contagiosum. The Company has earned a $5 million milestone payment from Pelthos following the commercial launch of ZELSUVMI. “Molluscum impacts millions of people in the U.S., particularly children. ...
心动公司(02400):《伊瑟》国服及《守爱2》首测定档,驱动长期成长
KAIYUAN SECURITIES· 2025-07-10 02:51
传媒/游戏Ⅱ 相关研究报告 《授出购股权加强绑定,TapTap PC 版 或打开成长空间—港股公司信息更新 报告》-2025.4.18 《"游戏+平台"飞轮效应逐步显现, 驱动长期成长—港股公司信息更新报 告》-2025.3.30 心动公司(02400.HK) 2025 年 07 月 10 日 投资评级:买入(维持) | 日期 | 2025/7/9 | | --- | --- | | 当前股价(港元) | 50.900 | | 一年最高最低(港元) | 51.950/15.500 | | 总市值(亿港元) | 251.04 | | 流通市值(亿港元) | 251.04 | | 总股本(亿股) | 4.93 | | 流通港股(亿股) | 4.93 | | 近 3 个月换手率(%) | 35.86 | 股价走势图 数据来源:聚源 -60% 0% 60% 120% 180% 240% 2024-07 2024-11 2025-03 心动公司 恒生指数 《2024 年业绩超预期,新游戏及 TapTap 继续驱动成长—港股公司信息 更新报告》-2025.3.5 《伊瑟》国服及《守爱 2》首测定档,驱动长期成长 ——港股 ...
X @Elon Musk
Elon Musk· 2025-07-09 16:12
RT SpaceX (@SpaceX)Installing the redesigned fuel transfer tube into the first next generation Super Heavy booster.Roughly the same size as the first stage of a Falcon 9 rocket, the new transfer tube is responsible for channeling cryogenic fuel from Super Heavy's main tank to its 33 Raptor engines and will enable faster, more reliable flip maneuvers and the ability for simultaneous engine startup ...
X @SpaceX
SpaceX· 2025-07-09 15:52
Installing the redesigned fuel transfer tube into the first next generation Super Heavy booster.Roughly the same size as the first stage of a Falcon 9 rocket, the new transfer tube is responsible for channeling cryogenic fuel from Super Heavy's main tank to its 33 Raptor engines and will enable faster, more reliable flip maneuvers and the ability for simultaneous engine startup ...
Here's Why Investors Should Consider Buying Zebra Technologies Now
ZACKS· 2025-07-09 15:51
Core Insights - Zebra Technologies Corporation (ZBRA) is positioned to benefit from strong performance across its business segments, operational excellence, and strategic acquisitions, focusing on growth opportunities and long-term market positioning [1] Business Performance - The Enterprise Visibility & Mobility segment has seen an 8.1% year-over-year revenue increase in Q1 2025, driven by higher sales of mobile computing and data capture solutions, along with increased service and software sales [2] - The Asset Intelligence & Tracking segment experienced an 18.4% year-over-year sales increase in Q1 2025, supported by solid demand for printing solutions and RFID products [3] - For Q2 2025, the company anticipates net sales growth of 4-7% compared to the same quarter last year, reflecting overall business strength [3] Acquisition Strategy - Zebra Technologies acquired Photoneo in March 2025, enhancing its 3D machine vision solutions by integrating Photoneo's technology with its existing capabilities [4] - The acquisition of Matrox Imaging in June 2022 has allowed Zebra to strengthen its fixed industrial scanning and machine vision portfolio [5] Stock Performance and Shareholder Returns - ZBRA's stock has increased by 44.6% over the past three months, outperforming the industry average growth of 42% [8] - The company has repurchased shares worth $125 million in Q1 2025, compared to $47 million in Q1 2024, with a remaining buyback capacity of $721 million from a $1 billion program authorized in May 2022 [9] - Free cash flow for Q1 2025 reached $158 million, marking a 42.3% year-over-year increase, supporting shareholder-friendly policies [9] Earnings Estimates - The Zacks Consensus Estimate for ZBRA's 2025 earnings is $14.51 per share, reflecting a 7.3% year-over-year increase, while the estimate for 2026 earnings is $16.41 per share, indicating a 13.1% increase from the previous year [10]
Kulicke & Soffa and Lavorro Announce Strategic Partnership to Deliver AI-Enabled Smart Manufacturing Solutions
Prnewswire· 2025-07-09 13:05
Empowering Semiconductor Manufacturers with Actionable Insight, Solution Advising, and Expert Knowledge Capture for Scalable OperationsSINGAPORE, July 9, 2025 /PRNewswire/ -- Kulicke and Soffa Industries, Inc. (NASDAQ: KLIC) ("Kulicke & Soffa", "K&S", "we" or the "Company"), a global leader in semiconductor assembly solutions, and Lavorro Inc. ("Lavorro"), a pioneer in Generative AI for semiconductor manufacturing, announced today a strategic partnership to deliver next-generation smart manufacturing soluti ...