Nike (NKE -1.36%) stock jumped 16% on Friday following its fiscal fourth-quarter earnings report the night before. That move would be the biggest one-day percentage gain for the stock in several years.Nike has been in a downward spiral since its peak in 2021 as a strategic shift toward the direct-to-consumer channel under former CEO John Donahoe flopped. However, after offering guidance for the first quarter of the new fiscal year that topped expectations, management seemed to give investors a ray of hope f ...

来源 | 美股研究社 2025年的超豪华车市场，寒意比往年更浓。 天眼查显示，中国汽车流通协会数据显示， 2025年 一季度百万级新车销量仅2.1万辆，同比暴跌 53%，跌幅较2024年再度放大 ——这个曾经被视为"财富风向标"的细分领域，正以远超行业平均 的速度 加速 收缩 。 要知道2021~2023年，售价百万级的豪华车年销量一直维持在20万辆左右。 而在一片 低迷 中， 美股上市的 路特斯科技（LOT.US）交出了一份"亏损收窄、毛利率回升"的 第一季度财报， 并 激起了"超豪华品牌如何在下行周期存活"的讨论。 这份财报里，既有营收同比下滑46%的"阵痛"，也有运营亏损收窄56%、毛利率从 2024全年 的 3 % 回升至 12% 的 "曙光"；既有欧洲、中国、北美"三足鼎立"的交付格局，也有 向 "年销3万-4万 辆即可盈亏平衡" 的 生存底线 的努力 。 当 中国大众汽车市场全面开启产业格局的重塑，或许可以以吉利旗下 路特斯 的 财报 为 切片， 探索中国新一代超豪华车市的未来之路。 从 - 1 1 % 到 1 2 % ！ 路 特 斯 止 损 提 效 如果用一个关键词概括路特斯2025年Q1财报， ...

《中国经营报》记者了解到，本季度莲花对产品矩阵进行了扩展与升级。经配置更新与定价策略优化， 莲花推出Eletre及Emeya改款车型，预计将于二季度在中国市场开展终端交付。针对国际市场，莲花推 出EMIRA Clark Edition，向史上最伟大的赛车手之一吉姆·克拉克致敬。据了解，这款全球限量60台的 特别车型已在迈阿密F1大奖赛期间完成全球首秀。 今年以来，全球汽车市场依旧竞争激烈。路特斯科技方面表示，面对市场的激烈竞争，坚持差异化策 略、持续优化产品配置、进一步丰富并完善产品矩阵，或成莲花未来主要突破口。 记者注意到，对路特斯科技来说，2025年是个极为重要的年份。时间回拨至1月2日，全球品牌标识以及 中文名称"莲花"在中国市场的回归，路特斯正式更名为"莲花跑车"。 对于"莲花归来"，莲花集团CEO冯擎峰表示："这是一个重要的品牌复兴里程碑。在中国，'路特斯'的名 字用了五年，之所以坚持拿回'莲花'，坚持改回'莲花'，是因为，'莲花'是我们能够跨越周期、逾越艰 难，被行业、用户、车迷铭记与致敬的最重要资产，是我们心中的指南针；是因为，'莲花工程'和'莲花 车队'是我们最弥足珍贵的品牌图腾。" 冯擎峰还 ...

Delivered close to 1,300 vehicles1Total revenue reached $93 millionGross margin was 12% as the impact from prior destocking efforts easedThe operating loss in the first quarter narrowed by more than 50% year-on-year to $103 million NEW YORK, June 25, 2025 (GLOBE NEWSWIRE) -- Lotus Technology Inc. (“Lotus Tech” or the “Company”), a leading global intelligent and luxury mobility provider, today announced its unaudited financial results for the first quarter ended March 31, 2025. Operating Highlights for the F ...

Core Insights - The CEO of Superblocks, Brad Menezes, believes that the next generation of billion-dollar startups is hidden in the system prompts used by existing unicorn AI startups [2] - Superblocks recently raised $23 million in Series A funding, bringing its total funding to $60 million [3] Group 1: System Prompts - System prompts are lengthy instructions (over 5,000-6,000 words) that guide foundational models like those from OpenAI or Anthropic to generate application-level AI products [2] - Each company has unique system prompts tailored to specific tasks and domains, which are not always publicly available [2] - Superblocks has released a document containing 19 system prompts from popular AI coding products as part of its new product announcement [2] Group 2: Insights from System Prompts - Menezes states that system prompts may only represent 20% of the "secret weapon," with the remaining 80% being "prompt enhancement," which includes additional instructions and accuracy checks [3] - Three key components of system prompts are role prompts, context prompts, and tool usage [4] - Role prompts help maintain consistency and purpose in the model's responses, while context prompts provide necessary background information [5] Group 3: Market Opportunities - Researching other system prompts has revealed that tools like Lovable, V0, and Bolt emphasize rapid iteration, while others like Manus and Replit focus on full-stack application development [5] - There is an opportunity for Superblocks to address more complex issues, such as security and access to enterprise data sources, enabling non-programmers to build applications [5] - Superblocks has already attracted notable clients, including Instacart and PayPal Global, indicating market interest in its offerings [6]

图片来源： Superblocks 企业级低代码开发平台 Superblocks 的 CEO 布拉德·梅内塞斯认为，下一批价值十亿美元的创业点子 几乎就藏在眼前：现有 AI 独角兽企业所使用的系统提示词中。 Superblocks 上周宣布完成 2300 万美元 A 轮扩展融资， 使其 A 轮总融资额达到 6000 万美元 ，该公 司的 vibe coding 工具主要面向企业非开发人员。 系统提示词是 AI 初创公司用于指导 OpenAI 或 Anthropic 等公司的基础模型如何生成其应用级 AI 产 品的长篇提示词——通常超过 5000-6000 字。在 Menezes 看来，这些提示词堪称提示工程的 " 大师课 " 。 每家公司对同一个 基础 模型使用的系统提示词都完全不同， " 他说 。 " 他们试图让模型完全按照特 定领域、特定任务的要求来运作。 系统提示词并非完全保密。客户可以要求许多 AI 工具分享它们的提示词。但这些提示词并不总是公 开可用。 因此，作为其初创公司新推出的企业级编程 AI 助手 Clark 产品发布的一部分， Superblocks 主动提出 分享 19 个系统提示词文件 ...

Core Viewpoint - Amer Sports, Inc. has experienced a significant stock surge of 59.4% over the past month, outperforming both the industry and the S&P 500 [1] Stock Performance - As of Wednesday, Amer Sports' stock closed at $37, nearing its 52-week high of $38.42 and well above its 52-week low of $10.11 [1] - The stock has outperformed competitors such as American Outdoor Brands, Academy Sports and Outdoors, and Clarus Corporation [1] Technical Indicators - The stock is trading above its 50-day moving average, indicating strong upward momentum and price stability, reflecting positive market sentiment [4] Growth Factors - Amer Sports is benefiting from robust growth in its Arc'teryx brand, which is the fastest-growing and most profitable, with a 38% year-over-year increase in the women's segment [8] - Arc'teryx is focusing on upgrading its store footprint and enhancing brand awareness through community events [9] - Salomon is gaining traction in the global sneaker market, particularly in footwear, with successful product launches and growth in soft goods [10] Brand Portfolio and Market Position - Amer Sports' portfolio of premium brands positions it uniquely in the active lifestyle market, with potential for sustainable multi-year growth [11] - Both Arc'teryx and Salomon are identified as breakout opportunities with significant global scaling potential [11] Financial Guidance - The company has raised its full-year revenue growth guidance to between 15% and 17%, up from the previous estimate of 13-15% [12] - Earnings per share are now expected to be in the range of 67 to 72 cents, an increase from the prior estimate of 64 to 69 cents [12] Valuation Metrics - Amer Sports is currently valued at a premium, with a forward 12-month P/E ratio of 47.67, compared to the industry's 32.27 and the S&P 500's 21.81 [13] - The Zacks Consensus Estimate for earnings per share has been revised upward by 2.9% to 70 cents, indicating a year-over-year growth of 48.9% [14] Investor Sentiment - The recent stock surge reflects growing investor confidence in Amer Sports' strong brand portfolio and effective strategies, making it an attractive investment opportunity despite its premium valuation [15]

Core Viewpoint - Amer Sports reported strong Q1 2025 results, with a revenue increase of 23% year-over-year, leading to a stock price surge of over 19% on the earnings release day [1] Group 1: Financial Performance - Q1 2025 revenue reached $1.473 billion, with a 26% increase when adjusted for fixed exchange rates [1] - Adjusted gross margin improved by 330 basis points to 58.0%, and adjusted operating margin increased by 490 basis points to 15.8% [1] - Adjusted net profit was $148 million, with diluted earnings per share of $0.27 [1] Group 2: Segment Performance - The Technical Apparel segment, led by Arc'teryx, generated $664 million in revenue, a 28% increase, with all regions and channels showing growth [2] - The Outdoor Performance segment, centered on Salomon, achieved $502 million in revenue, up 25%, driven by strong sales in non-durable goods and winter sports equipment [2] - The Ball & Racquet Sports segment saw a stable revenue growth of 12%, reaching $306 million, with an operating margin increase of 270 basis points to 6.6% [3] Group 3: Regional Growth - Significant growth in the Greater China and Asia-Pacific regions, with revenue increases of 43% and 49%, respectively, reaching $446 million and $157 million [4] - The Americas and EMEA regions also experienced double-digit growth, with revenues of $465 million and $405 million, both up 12% year-over-year [4] Group 4: Store Expansion - Continued store expansion, with the Outdoor Performance segment adding 104 stores, bringing the total to 243, and the Ball & Racquet Sports segment increasing by 36 stores to 55 [5] - Salomon added 22 stores in Greater China during Q1, with plans to increase the total to nearly 300 [5] Group 5: Updated Guidance - Based on Q1 performance, Amer Sports raised its full-year revenue growth forecast to 15-17%, up from 13-15% [6] - Adjusted diluted earnings per share guidance increased to $0.67–0.72, from a previous forecast of $0.64–0.69 [6] - Revenue growth expectations for the Outdoor Performance segment were raised to mid-double digits, while the Technical Apparel segment's growth forecast was adjusted to 20%-22% [6] Group 6: Tariff Impact Considerations - Concerns regarding the sustainability of growth amid U.S. tariff uncertainties were addressed, with the CEO expressing confidence in the company's pricing power and long-term growth trends [7] - Even with potential higher tariffs, the estimated impact on earnings per share for 2025 is projected to be minimal, at approximately $0.05 [7]

特别版车型的内饰设计亮点在于独特的不对称布局，驾驶席座椅采用红色皮革与Alcantara面料，副驾驶 席则选用了黑色皮革与Alcantara。方向盘和仪表板上点缀着红色细节，复古风格的木质换挡杆增添了经 典韵味。克拉克的签名位于仪表盘上，座椅上镶有一块纪念牌，展示了他1965年的辉煌成就。车内还配 有Clark Edition标识，配备碳纤维踏板，还有象征其限量版身份的"60辆之一"铭牌。 这款特别版车型基于Emira V6打造，搭载一台增压3.5升发动机，最大输出功率为298kW，扭矩420N? m。配合六速手动变速器，并通过限滑差速器将动力传递到后轮，使得这款车能够在4.2秒内加速到 96km/h，最高速度可达290km/h。 这款Clark Edition将限量生产60辆，并仅在特定市场发售。英国市场的起售价为11.5万英镑（约合人民 币110.7万元），德国市场则为14万欧元（约合人民币114.8万元）。 （原标题：莲花推出复古涂装限定版Emira跑车，致敬60年前F1世界冠军克拉克） 莲花汽车推出了一款名为Emira Clark Edition的限定版车型，以纪念赛车手吉姆·克拉克在1965年赢得印 ...

完整早报音频，请点击标题下方小耳机收听 【巴菲特突然官宣： 年底辞任伯克希尔CEO，阿贝尔接任】 在股东会尾声，巴菲特突然官宣，将于年底辞去伯克 希尔哈撒韦公司首席执行官一职，他将建议此前官宣的接班人、公司副董事长格雷格•阿贝尔年底出任CEO。 巴菲 特表示，他"仍会留下来"并提供帮助，但"最终决定权"将由阿贝尔掌握。 按照巴菲特的说法，阿贝尔和其他董事会 成员都不知道会发生这样的事情。 只有巴菲特和自己孩子知道。 巴菲特表示，无意出售伯克希尔的任何一股，但 将逐步捐出。 （环球市场播报） 【伯克希尔哈撒韦Q1净利润降至46亿美元，第一季度投资净亏损50.38亿美元】 伯克希尔哈撒韦A(BRK. A.N)Q1净 利润46.03亿美元，上年同期盈利127.02亿美元。 Q1 EPS为3200美元，上年同期8825美元。 Q1营收897.25亿美元， 上年同期898.69亿美元。 截至2025年一季度末持有的固定收益证券投资公允价值达150.35亿美元，其中，对美债、 外国债券、企业债券的投资公允价值分别为40.42亿美元，94.52亿美元，15.41亿美元。 第一季度投资净亏损50.38 亿美元，上年同期盈利1 ...