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Enphase Energy is Set to Report Q2 Earnings: What's in Store?
ZACKS· 2025-07-18 15:41
Enphase Energy reported a negative earnings surprise in three of the trailing four quarters, with an average negative earnings surprise of 1.95%. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.) Key Takeaways Enphase Energy, Inc. ((ENPH) is scheduled to report second-quarter 2025 results on July 22, 2025, after the closing bell. Factors to Note Ahead of ENPH's Results New product launches across diverse nations are expected to have boosted Enphase Energy's quarterly revenues. Eviden ...
AI风口的超级爆点:网络安全永远处于优先级 “AI+网安”主题踏向长期牛市
智通财经网· 2025-07-18 10:27
智通财经APP获悉,华尔街金融巨头摩根士丹利最新发布的一份研究报告显示,随着全球进入AI时代,当前网络安全市场保持强劲增长态势,全球企业尤其 是美国科技巨头们对网络安全领域的投入在多重因素驱动下稳步抬升。大摩调研数据显示,2025年全球网络安全类支出预计增长约9.8%,增速显著高于整 体IT预算水平,这一乐观预期主要源于云计算和生成式AI技术导致全球"攻击面"扩大化、网络威胁手段日益复杂(包括黑客利用最先进AI大模型)、以及围绕 AI和数据安全的监管合规要求日趋严格等因素。 大摩分析师团队表示,"AI+网络安全"有望成为网安行业的下一阶段投资主线,人工智能正深刻影响网络安全版图:一方面AI扩大风险与威胁,另一方面也 催生新的网络安全技术需求以及融合人工智能的最前沿网络安全解决方案。随着越来越多网络安全领军者聚焦"AI+网络安全"模式,有望进一步提升网络安 全选项在企业IT支出中的地位,并重塑科技股投资逻辑。 鉴于当前全球IT支出环境依然趋紧且企业客户们倾向整合采购,网络安全软件厂商们面临一定定价压力和竞争,加之美国财政环境收紧等因素,大摩分析师 团队选择战术性偏好拥有强劲产品周期或差异化优势的公司,并对部分增 ...
Ensurge Micropower ASA - Notice of Extraordinary General Meeting 8 August 2025
Globenewswire· 2025-07-18 10:00
Oslo, 18 July 2025 An Extraordinary General Meeting in Ensurge Micropower ASA (the "Company") will be held on 8 August 2025 at 12:00 (CET) as an electronic meeting. Please find enclosed the notice including attendance forms and online guides (in English and in Norwegian). The Extraordinary General Meeting will have the following agenda: 1 Registration of participating shareholders; election of a person to chair the meeting and a person to co-sign the minutes2 Approval of the notice and agenda3 Issue of Warr ...
开拓全新细分市场,沃尔沃EX30 Cross County焕新专享23.38万元
Zhong Guo Jing Ji Wang· 2025-07-18 09:27
进入车内,新车延续标准版EX30的智能科技、健康环保与豪华体验。其12.3英寸中央组合显示屏 集所有功能于一身,车机界面布局简洁,常用信息一目了然,交互操作一触即达。内饰用料秉承"不破 坏、不打扰"环保理念,均采用亚麻纤维、羊毛混纺、Nordico植然皮等天然材料,且空气净化系统采用 CN95级空调滤芯。新车还搭载哈曼卡顿音响,并率先引入回音壁设计,可提供如临演唱会现场般的听 觉盛宴。 安全方面,沃尔沃EX30 Cross County秉持品牌一贯严苛标准。新车不仅拥有高强度笼式车身、"丢 轮保命"策略、WHIPS前排头颈保护系统、带远端气囊的7安全气囊等被动安全防护配置,还搭载城市 安全系统、对向来车减速避让、交叉路口自动刹车、前后方交通穿行提醒、BLIS盲点信息系统等覆盖 常见用车场景的主动安全功能,助力用户出行极致安心。 性能方面,沃尔沃EX30 Cross County采用双电机四驱形式,CLTC综合工况下纯电续航里程最高可 达530公里,离地间隙达196mm。新车搭载前麦弗逊/后五连杆独立悬架,动力输出达115KW/200KW, 零百加速仅需3.7秒。此外,新车还搭载打助力转向系统,采用四轮四角设计 ...
AI-Powered Insurance and Healthcare: Waterdrop Inc. Included in Harvard Business School Case Collection
Prnewswire· 2025-07-18 09:11
Core Insights - Waterdrop Inc. has been recognized by Harvard Business School for its innovative application of AI in the insurance and healthcare sectors, showcasing a replicable model for global insurtech development [1][4][13] Company Overview - Waterdrop operates a diversified health protection ecosystem that includes Waterdrop Medical Crowdfunding, Waterdrop Insurance Marketplace, E-Find Patient Recruitment, Waterdrop Financial, and Lugo Visa, integrating insurance coverage and health services [4][5] - The company has invested nearly 300 million yuan (approximately US$42 million) annually in R&D, resulting in over 100 technology patents [4] Social Impact - Waterdrop Medical Crowdfunding has facilitated support for over 3.47 million patients, with a new fundraising campaign initiated every 53 seconds, earning recognition from the Ministry of Civil Affairs in China [5] - The Waterdrop Insurance Marketplace offers over 1,000 insurance products tailored for specific demographics, achieving a customer satisfaction rate exceeding 95% [6] Technological Advancements - The use of AI has led to a 120% increase in net profit attributable to shareholders in 2024, with plans to further integrate AI across all business lines in 2025 [8] - Waterdrop's proprietary AI, Waterdrop Guardian AI Insurance Expert, enhances sales support and process optimization, outperforming entry-level human agents in service efficiency [9][10] Operational Efficiency - E-Find Patient Recruitment has improved patient enrollment efficiency by 45% and established partnerships with 80% of the world's top 10 pharmaceutical companies [7] - The AI-powered virtual assistant Baoxiaohui is expected to reduce case escalation rates by 50% annually while improving service efficiency by 50% [11] Quality Control - Waterdrop's AI-driven quality inspection solution ensures comprehensive coverage across communication channels, reducing manual review costs by over 50% [12]
【联合发布】一周新车快讯(2025年7月12日-7月18日)
乘联分会· 2025-07-18 08:55
Core Viewpoint - The article provides an overview of new vehicle launches scheduled for July 2025, detailing various manufacturers, models, market segments, and engineering changes. Group 1: Manufacturer and Model Overview - Geely Auto is set to launch the Geely ICON on July 11, 2025, classified as an AO SUV with a minor engineering change (MCE1) [2][16] - GAC Passenger Vehicle will introduce the Trumpchi M6 on July 12, 2025, categorized as an A MPV with a minor engineering change (MCE1) [2][8] - Dongfeng Motor will release the Lantu FREE+ on July 12, 2025, classified as a C SUV with a medium engineering change (MCE2-1) [2][24] - Beijing Automotive will launch the Beijing X7 on July 12, 2025, categorized as an A SUV with a minor engineering change (MCE1) [2][32] - Chery Auto will introduce the Jietu Free on July 15, 2025, classified as an A SUV with no major engineering changes (NM) [2][40] - Dongfeng Nissan will launch the Venucia VX6 on July 15, 2025, categorized as a B SUV with a minor engineering change (MCE1) [2][48] - Dongfeng Infiniti will release the QX50 on July 16, 2025, classified as a B SUV with a minor engineering change (MCE1) [2][64] - Changan Auto will introduce the CS75 PLUS on July 16, 2025, categorized as an A SUV with no major engineering changes (NM) [2][72] - SAIC-GM-Wuling will launch the Baojun Yunhai on July 16, 2025, classified as an A SUV with a minor engineering change (MCE1) [2][80] - Volvo Asia Pacific will release the Volvo EX30 Cross Country on July 17, 2025, categorized as an AO SUV with a new product (NP) [2][88] - Great Wall Motors will introduce the Haval Big Dog on July 17, 2025, classified as an A SUV with a minor engineering change (MCE1) [2][96] Group 2: Technical Specifications and Pricing - The Trumpchi M6 will feature a 2.0T engine, DCT7 transmission, and a price range of 132,800 to 139,800 CNY [7][8] - The Geely ICON will offer a 1.5T engine, DCT7 transmission, and a price range of 89,800 to 95,800 CNY [15][16] - The Lantu FREE+ will have a 1.5T range-extended engine, EVT transmission, and a price range of 219,900 to 279,900 CNY [23][24] - The Beijing X7 will feature a 1.5T engine, DCT7 transmission, and a price of 119,900 CNY [31][32] - The Jietu Free will offer a 1.5T engine, DCT7 transmission, and a price of 132,800 CNY [39][40] - The Venucia VX6 will be fully electric with a price range of 134,900 to 159,900 CNY [47][48] - The QX50 will feature a 2.0T engine, CVT transmission, and a price range of 350,800 to 391,800 CNY [63][64] - The CS75 PLUS will have a 1.5T engine, 8AT transmission, and a price of 115,900 CNY [71][72] - The Baojun Yunhai will offer both hybrid and pure electric options with prices ranging from 109,800 to 129,800 CNY [79][80] - The Volvo EX30 Cross Country will be fully electric with a price of 263,800 CNY [87][88] - The Haval Big Dog will feature both 1.5T and 2.0T engines with prices ranging from 123,900 to 149,900 CNY [95][96]
中国产业叙事:长电科技
新财富· 2025-07-18 06:31
回望半个世纪前的中国,恰逢国家半导体产业的萌芽之际。长电科技的前身——江阴晶体管厂,于 1972年诞生在半导体产业规模化发展的前夜。初创团队由裁缝师傅所转型的工人组成,一切从零学 起,在计划经济之下迈出了中国半导体制造艰难探索的第一步。 当初长江之畔的地方小厂,如今全球封测行业的三强,其五十年的征程是一部中国半导体产业从无到 有、从弱到强的史诗级叙事。2024年,长电以超350亿元的营收跻身全球OSAT三甲,这条始于长江岸 边的征途,终成中国重塑全球半导体产业竞争格局的关键一环。 0 1 计划经济时代的中国式突围 1953年,是中国"一五"计划启动之年,也是中国计划经济开始的元年,国家开始对农业、手工业和资 本主义工商业进行全面社会主义改造,在较短时间内就进入了社会主义公有制为主体的计划经济。自 此,中国开始了大规模有计划的经济建设时期,建立了高度集中的计划经济体制。 1972年,江阴晶体管厂成立之时,恰逢计划经济之下政治挂帅最为典型和突出的时期。早期的中国工 业基础薄弱,"裁缝师傅转型产线工人"的戏剧性场景,实则是中国半导体产业在计划经济之中的艰难 探索。这个时期的中国,计划经济的效率已大大降低,同时经济结 ...
“能穿西装越野”的北欧新物种 沃尔沃EX30 CC上市
Qi Lu Wan Bao· 2025-07-18 03:57
齐鲁晚报·齐鲁壹点 张永森 当城市SUV还在比拼屏幕尺寸时,沃尔沃已悄然将越野基因注入纯电时代。7月17日,沃尔沃EX30 Cross Country(EX30 CC)以23.38万元起售价登陆中国 市场。 作为沃尔沃家族首个纯电Cross Country和首个基于SUV的Cross Country产品,这款车巧妙融合了旅行车的优雅、轿车的操控性与SUV的通过性,在电动时代 满足消费者对户外探险精神和北欧生活方式的双重期待。 - and and a 2 ry Birmin in 200 x first gr artille a 177 All 1 从1997年第一代V70 Cross Country打破车型边界,到2000年更名为XC70强化全路况能力,再到2016年V60 Cross Country融合轻度越野与公路操控——Cross Country系列始终承载着北欧人对自然的向往。 近三十年的技术积淀,在EX30 CC上迎来三大突破:全系双电机四驱系统、196mm同级领先离地间隙,以及作为沃尔沃碳足迹最小车型的环保承诺。沃尔沃 工程师在设计之初就确立了核心理念:"真正的跨界不仅是车型形态的融合,更是生活方 ...
新车看点 | 主打跨界越野,沃尔沃EX30 Cross Country上市
Guan Cha Zhe Wang· 2025-07-18 02:23
【文/观察者网 潘昱辰 编辑/高莘】7月17日,沃尔沃EX30 Cross Country正式上市,官方指导价为26.38 万元,限时售价为23.38万元;沃尔沃EX30后驱长续航版Plus则以17.98万元的价格同步上市。 Cross Country是20世纪90年代末沃尔沃推出的系列车型,其融合了旅行车、轿车与SUV的特性。沃尔沃 EX30 Cross Country则定位为纯电动跨界SUV,是沃尔沃家族首个纯电Cross Country和首个基于SUV的 Cross Country产品。 新车是一款跨界越野小型SUV,在上市后将面对smart精灵#1、MINI ACEMAN等车型的竞争。由于这 个市场本身较为小众,沃尔沃EX30 Cross Country投放市场的目的也并非走量,而是面向一些年轻且特 立独行的户外运动用户。 沃尔沃EX30 Cross Country 沃尔沃 新车信息: 沃尔沃EX30 Cross Country采用北欧户外风格设计,前后下保险杠、后尾箱盖、轮眉、19英寸空气动力 学轮毂等均采用哑光黑色的设计。 新车长宽高分别为4233/1850/1573mm,轴距为2650mm,并提 ...
「烟山科技」完成近亿元Pre-A轮融资,加速MicroLED芯片研发和量产 | 早起看早期
36氪· 2025-07-18 00:03
烟山科技是少数在"微显" 与"直显"双领域布局的公司。 文 | 王方玉 编辑 | 苏建勋 封面来源 | unsplash 36氪获悉,MicroLED芯片公司西湖烟山科技(杭州)有限公司(以下简称"烟山科技")近日宣布完成近亿元的Pre-A轮融资,由 深创投、常春藤资本、莫干山基金及联想创投联合投资,创瓴资本担任独家财务顾问。融得资金将用于公司垂直堆叠单片全彩 MicroLED产品的开发以及量产线的建设工作。 烟山科技成立于2022年5月,是一家依托于西湖大学产学研合作背景,致力于全新一代MicroLED技术开发的科技公司。 通过自主研发的晶圆级三色薄膜集成、混合键合、高通量外延生长等多项核心技术,烟山科技解决了MicroLED在量产落地及应用 上的诸多卡脖子问题,为客户提供高光效、低能耗、宽色域、长寿命的MicroLED全彩显示芯片。 在产品矩阵上,烟山科技是少数在"微显"与"直显"双领域布局的公司,这得益于团队多年的技术积累以及多样化的客户渠道。在 微显领域,烟山科技提供模组产品,主要应用于AR眼镜、微投影等场景;而在直显领域,烟山科技则主要提供芯片产品,覆盖商 显、TV、手表、透明屏等多类应用。 烟山科 ...