iShares A.I. Innovation and Tech Active ETF (NYSEARCA: BAI ) is an interesting buy opportunity to get exposure to the tech industry with a focus on A.I. You can view this investment as a high-risk, high-reward NASDAQ 100 proxy, and I recommendI am a dynamic finance professional with a Master’s in Banking & Finance from Université Paris 1 Panthéon-Sorbonne. My investing background mix corporate finance, M&A, and investment analysis, with a focus on real estate, renewable energy, and equity markets. I special ...

Group 1 - iShares AAA CLO Active ETF (CLOA) presents an attractive opportunity for investors seeking exposure to AAA CLOs through an actively managed fund [1] - Janus Henderson AAA CLO is mentioned as a relevant comparison in the context of investment opportunities in the AAA CLO market [1] Group 2 - The article emphasizes the importance of informed decision-making in finance and aims to share insights and analysis with a global audience [1]

Core Viewpoint - Zepp Health's stock price has more than doubled in the past two weeks, with a forecast of 30% revenue growth in Q2, marking the first year-on-year increase in three years [1][6] Group 1: Company Transformation - Zepp Health is transitioning from being a contract manufacturer for Xiaomi to developing its own brand, Amazfit, which is expected to drive growth [3][5] - The company has seen a significant decline in revenue due to its previous reliance on Xiaomi, but is now experiencing a recovery as it focuses on its own brand [5][6] Group 2: Market Dynamics - The cases of Zepp and New Oxygen reflect a shift in investor perception, recognizing that not all Chinese companies should be viewed with the same skepticism [4] - Despite recent stock price increases, Zepp's price-to-sales ratio remains low at 0.46, indicating potential for further upside compared to global competitors [4][5] Group 3: Financial Performance - In Q1, Zepp reported a slight revenue decline of 3.6% to $38.5 million, but anticipates a 30% revenue growth in Q2 [6] - The company is still operating at a loss, with a net loss of $19.7 million in Q1, although it is optimistic about future growth and margin improvements [6][7] Group 4: Product Development - The anticipated revenue growth is attributed to the successful launch of two new products, Amazfit Active 2 and Bip 6, which have received positive market feedback [6] - The company is addressing supply chain bottlenecks and aims to resolve these issues by the end of June [6]

1．美国ETF创新产品：Innovator发行"双向"策略产品 上周美国共14只新发产品，月初有较多Buffer类产品发行： 上周有较多结构化产品发行，First Trust发行一只挂钩比特币的产品，通过期权结构得到的年度损失上限为15%，目 前年度的收益上限对应为31.26%。安联资管、PGIM上周都发行了挂钩标普500的Buffer产品，而Innovator进一步拓 宽产品策略，发行"双向"策略，在上涨、下跌时都提供正收益，即上涨时为正向、下跌时为反向策略，各自有一定收 益上限，下跌超出Buffer区间后承担超出部分损失： 目前产品的结构区间仍为一年，挂钩标普500，设置了10%、15%两种Buffer区间。 上周二，Anfield发行一只标普500指数增强产品，主要通过选股和衍生品来获取超额收益，选股部分主要使用量化方 法，且较侧重动量类指标。 Hedgeye上周发行一只混合配置ETF，该产品希望通过配置获取收益并将最大回撤控制在15%以内，该产品的基金经 理此前为超过800家慈善机构管理超过80亿美元资产，主要通过宏观、市场分析对ETF打分然后配置，目前产品的前 五 大 持 仓 如 下 ， 股 票 上 ...

Performance Comparison - Aave's price increased by 267% since last year, while Morpho's price increased by 8% [1] - Aave's Fully Diluted Valuation (FDV) is 350% higher than Morpho's [1] - Aave has 95% of its token supply circulating, compared to 32% for Morpho [1] - Aave has 100% of its tokens unlocked, compared to 17% for Morpho [1] Capital Efficiency - Each $1 of Aave's FDV supports approximately $370% of active loans, while for Morpho it supports approximately $170% [1] - Aave is nearly twice as capital efficient as Morpho when considering FDV relative to active loans [1] Tokenomics and Strategy - Aave is buying back $AAVE with real revenue [2] - Morpho is acquiring users through MORPHO emissions [2]

Key Takeaways CRDO shares have jumped 144% in three months, nearing its 52-week high on strong AI-driven product demand. AECs, optical DSPs and retimers continue to witness traction, driving $436.8M in revenues in fiscal 2025. CRDO projects over $800M in fiscal 2026 revenues amid tariff and market risks.Credo Technology Group Holding Ltd (CRDO) has been on a tear, with the stock appreciating 144.2% over the past three months. Riding on momentum fueled by AI proliferation and increasing demand for faster a ...

Interactive Teller Machines (ITMs) offer expanded services and convenience to customers NORTH CANTON, Ohio, July 9, 2025 /PRNewswire/ -- Diebold Nixdorf (NYSE: DBD), a global leader in transforming the way people bank and shop, announced today the successful implementation of its Interactive Teller Machines (ITMs) at Kuwait International Bank (KIB). This strategic deployment is a significant step forward in how KIB serves its customers, offering a seamless blend of self-service convenience and personalized ...

Roger Hallam, Vanguard global head of rates, sits down with CNBC’s Dominic Chu to discuss the firm’s new active ETFs launching this week, including its Vanguard Government Securities Active ETF. Hallam gets into the strategy behind the fund and why now is the time to go active. Jay Jacobs, BlackRock U.S. Head of Equity ETFs also joins the conversation. ...

在壁垒高企、龙头的先发优势明显的激光雷达赛道，速腾聚创作为行业龙头之一，寡头格局稳定，前景 可期。 技术迭代降本探索驱动激光雷达放量。积极打造机器人第二曲线。展望未来：1）在激光雷达产品方 面，公司通过器件架构优化、芯片自研、数据处理能力迭代及产能搭建，有望持续降本、推动放量加 速。2）在第二曲线方面，速腾聚创今年推出了机器人一系列产品：机器人视觉方案ActiveCamera、第 二代灵巧手Papert 2.0、力传感器FS-3D、高功率密度直线电机LA-8000、机器人域控制器DC-G1。我们 预计，长期公司有望在汽车和机器人赛道，成为具备感知、执行等多环节能力的机器人平台企业。 首次覆盖，给予" 买入"评级。我们预测，速腾聚创的激光雷达出货量在2025E/2026E/2027E 各达到 78/152/226 万台。基于此，我们测算，速腾聚创收入在2025E/2026E/2027E 各达到20 亿/31 亿/39 亿元， 同比增长23%/52%/28%；经调整净利润在2025E/2026E/2027E 或可达-2.8/0.8/3.9 亿元，经调整净利润率 达-14%/3%/10%。 基于5.5x 2026e ...

Key Takeaways New orders for U.S. factory goods surged 8.2% in May, led by a 230.8% jump in commercial plane demand. ATR, ALLE, BWEN, and DXPE show earnings growth and upward estimate revisions over the past 60 days. Manufacturing recovery hopes rise as inflation eases and potential Fed rate cuts boost investor sentiment.The U.S. manufacturing sector is trying to rebound after suffering for over a year. New orders for U.S.-manufactured goods made a solid rebound in May, with the manufacturing sector showi ...