Core Insights - Macau's recovery from pandemic lows is accelerating, with Melco Resorts & Entertainment (MLCO) benefiting significantly from this trend [1][2] Financial Performance - Melco reported strong performance in Q1, surpassing revenue and earnings estimates, driven by increased visitation during peak travel periods like Golden Week [2] - The mass gaming segment saw a notable rise in table drop volumes at key properties, City of Dreams and Studio City [2] - The stock has gained 84.8% over the past three months, outperforming the industry growth of 40.3% [9][11] Strategic Initiatives - CEO Lawrence Ho highlighted that recent gains are attributed to operational improvements, including property renovations and the relaunch of "House of Dancing Water," rather than solely recovery [3] - Melco is focusing on differentiating its offerings to align with changing consumer preferences in China, emphasizing experiences over luxury retail [3] Market Environment - The current pro-consumption policy in China supports domestic tourism and discretionary spending, providing a favorable backdrop for Melco [4] - However, challenges exist, particularly with non-Macau assets facing increased competition, necessitating cost revisions and strategic reviews [4] Competitive Landscape - Melco faces intensified competition from U.S.-listed operators like Wynn Resorts and MGM Resorts, both of which are expanding their market share and enhancing their offerings [6][7] - Wynn's focus on premium clientele and MGM's family-friendly attractions are particularly relevant as they align with Melco's diversification strategy [6][7] Future Outlook - Sustaining top-line growth will depend on disciplined reinvestment, diversification of non-gaming revenues, and navigating regional volatility [5] - The Zacks Consensus Estimate indicates a year-over-year earnings growth of 52.6% for 2025 and 56.3% for 2026, suggesting a positive outlook for Melco [14]

如果您希望可以时常见面，欢迎标星收藏哦~ 回顾 NVIDIA 过去十余年的 AI 布局，不难发现它始终走在浪尖上：十二年前，NVIDIA率 先将GPU引入语音识别和图像识别领域，凭借CUDA与 TensorRT 等软件栈，奠定了深度学 习训练与推理的硬件基石；近五年，生成式 AI 持续发力，NVIDIA 的多卡并行训练、混合 精度加速和分布式系统设计，支撑起 ChatGPT 级别的文本对话和图像、视频生成工具， 使"AI 会看、会写、会画、会播"成为日常。 目前，AeiRobot、Foxlink、光轮智能与 NEURA Robotics 等企业已在其 ALICE4、工业机械臂 与家庭自动化项目中率先采用这一模型，显著提升了抓取、放置与灵活作业的成功率与效率。 NVIDIA的这一开源策略不仅降低了入门门槛，也为上下游整机厂商与二次开发者提供了统一的底 层架构，使得同一套模型能够在不同场景中高效复用，避免了重复开发带来的成本浪费。 此外，包括 Agility Robotics、波士顿动力、傅利叶、Foxlink、银河通用、Mentee Robotics、 NEURA Robotics、General Roboti ...

MACAU, June 13, 2025 (GLOBE NEWSWIRE) -- Melco Resorts & Entertainment Limited (Nasdaq: MLCO) (“Melco” or the “Company”), a developer, owner, and operator of integrated resort facilities in Asia and Europe, today announced the appointment of Mr. John Peter Ben Wang as an independent non-executive director of the Company, effective as of June 13, 2025. In addition, Mr. Wang has been appointed as the chairman of the Company’s audit and risk committee and a member of each of the Company’s compensation committe ...

Group 1 - Melco Resorts & Entertainment Limited will cease operations at Grand Dragon Casino and three Mocha Clubs by the end of 2025, reallocating employees to other properties in Macau [1] - The company plans to apply for authorizations to continue operations at three other Mocha Clubs after December 2025, pending compliance with legal and regulatory requirements [2] - Melco operates integrated resort facilities in Asia and Europe, including City of Dreams and Altira Macau, and is the largest non-casino operator of electronic gaming machines in Macau [4] Group 2 - The company is majority owned by Melco International Development Limited, which is led by Mr. Lawrence Ho, the Chairman and CEO [5] - Melco's business includes operations in the Philippines and Europe, with integrated resorts and licensed satellite casinos [4]

Core Viewpoint - Small-cap stocks are currently undervalued, presenting potential investment opportunities, especially those offering high dividend yields ranging from 8.3% to 17.1% [2] Group 1: Small-Cap Stocks Overview - The valuation gap between the S&P 500 and S&P 600 is at its widest since the late 1990s, suggesting small-cap stocks are significantly cheaper [2] - The article discusses five small-cap stocks with attractive dividend yields, indicating a potential for high returns despite their current low valuations [2] Group 2: Playtika Holding (PLTK) - Playtika, a mobile game developer, has a dividend yield exceeding 8% but has not raised its payout recently, indicating a decline in earnings and sales [4][5] - Analysts project a 32% increase in profits for 2024, despite the company's struggles in the competitive mobile gaming market [6] - Playtika's valuation is low at 6 times forward earnings, but there are concerns about its growth prospects [7] Group 3: Carlyle Secured Lending (CGBD) - CGBD is a business development company focused on U.S. middle-market companies, primarily investing in first-lien debt [8][9] - Recent earnings reports have shown disappointing results, with an increase in non-accrual loans and a stagnant base dividend of 40 cents per share [10][11] - CGBD shares are trading at a 16% discount to net asset value, but operational challenges raise concerns about future dividend sustainability [12] Group 4: Bain Capital Specialty Finance (BCSF) - BCSF provides financing solutions to a diverse range of companies, with a significant portion of its investments in first-lien debt [13][14] - The company has maintained its regular dividend but has introduced special dividends, raising concerns about future dividend coverage due to declining net investment income projections [16][17] - Analysts expect BCSF's dividend ratios to be high, leaving little room for error in case of operational difficulties [17] Group 5: Two Harbors Investment Corp. (TWO) - TWO operates in the mortgage REIT sector, focusing on mortgage servicing rights and agency residential mortgage-backed securities [19][22] - The company has faced significant share price declines, resulting in a high yield of over 17%, but recent litigation charges could impact its book value and dividend sustainability [24][25] - TWO's current dividend rate of 45 cents per share is at risk due to the potential impact of litigation on earnings available for distribution [25] Group 6: Franklin BSP Realty Trust (FBRT) - FBRT is a mortgage REIT focused on commercial mortgage-backed securities, with a significant portion of its portfolio in multifamily properties [26][27] - The company is trading at a 28% discount to book value, with a low P/E ratio based on 2026 earnings estimates, indicating potential value [28] - Concerns exist regarding the stability of its dividend, as the payout has not changed since 2021, and market conditions could necessitate a review of the dividend policy [29][30]

捷克技术大学领衔的国际团队研发出名为DreaMS的AI分子解码器。它能像"侦探"一样快速解析未知分 子的结构，有望应用于药物研发与太空生命探测等领域。相关研究发表于新一期《自然·生物技术》杂 志。 目前，人类已知的自然界分子仅是冰山一角。隐藏在植物、土壤甚至外星环境中的神秘分子，可能蕴藏 着治疗顽疾的新药配方、环保农药的分子蓝图，乃至揭示生命起源的密钥。 研究团队形象地比喻道，每个分子都有独特的"指纹"——质谱图。虽然现代光谱仪能轻松捕获这些图 谱，但解读这些由数百万数据点构成的图谱并揭示确切的分子结构存在一定的难度，DreaMS便应运而 生。 DreaMS的突破在于其开创性的学习方式。它模仿人类婴儿学习语言的过程，无需预先灌输化学规则， 仅通过"阅读"数千万份来自植物、微生物、食品等样本的质谱图，就可自主构建起分子结构的认知体 系，解读分子图谱并揭示其结构。这种自监督学习模式，也使其发现了传统方法难以捕捉的深层关联， 例如在杀虫剂、食物与人类皮肤之间的分子相似性，甚至推测某些杀虫剂可能与牛皮癣等自身免疫疾病 存在关联。 这个"化学侦探"还可用于估计分子包含多少特定片段或是否包含特定的化学元素。它在特训后还掌 ...

5月19日上午11点，英伟达创始人兼CEO黄仁勋在台北国际电脑展（Computex 2025）开幕式上发表主题演讲，全面展示了英伟达对人工智能未来发展的宏 大愿景，并发布了一系列涵盖AI芯片、超级计算机、个人计算平台和机器人系统的全新产品与技术计划。英伟达正试图以一套全栈式的AI基础设施体 系，重塑从云端到终端、从虚拟到现实的整个科技生态。而中国台湾，被黄仁勋定位为这场AI工业革命的关键地标。 英伟达的全球布局与黄仁勋的技术宣言，既显雄心，也藏变数。近日，NVIDIA特供的H20芯片已经被禁止向中国销售，黄仁勋表示，公司正在评估如何 应对中国市场，但不会再推出Hopper架构的其他版本芯片。 值得一提的是，黄仁勋在活动期间盛赞中国AI，"全球50%的人工智能研究人员是中国人，你无法阻止他们在人工智能领域取得进展。例如DeepSeek是非 常不错的产品。如果不承认这一点，那就是极度缺乏信心。"他在演讲中也肯定了DeepSeek的价值， R1对人们思考AI的方式、思考推理的方式以及如何进 行推理都产生了深远的影响。 当超级AI工厂成为全球科技的新型"基础设施"，当虚拟智能体正在被赋予现实世界的行动能力，在全球AI ...

Core Insights - NVIDIA has introduced the NVIDIA Isaac GR00T N1.5, an updated foundation model for humanoid reasoning and skills, along with the GR00T-Dreams blueprint for generating synthetic motion data and Blackwell systems to enhance humanoid robot development [1][3][10] Group 1: Product Announcements - The NVIDIA Isaac GR00T N1.5 model improves adaptability to new environments and workspace configurations, enhancing its success rate in material handling and manufacturing tasks [7][8] - The GR00T-Dreams blueprint generates vast amounts of synthetic motion data, allowing robots to learn new behaviors and adapt to changing environments [3][4] - The GR00T-Dreams blueprint complements the previously released GR00T-Mimic blueprint, which augments existing data rather than generating new data [5] Group 2: Industry Adoption - Various humanoid and robotics developers, including Agility Robotics, Boston Dynamics, and XPENG Robotics, are adopting NVIDIA's Isaac platform technologies to advance their robot development [2][9] - Early adopters of the GR00T N models are utilizing them for tasks such as natural language understanding and complex workflows in industrial settings [8] Group 3: Technological Advancements - NVIDIA's simulation technologies, including Isaac Sim and Isaac Lab, are being used by companies to close the data and testing gap in humanoid robot development [9] - The Blackwell systems, including NVIDIA RTX PRO 6000 workstations, provide a unified architecture for running various robot development workloads, achieving up to 18 times greater performance for data processing [10][11]

在移动端，只有这一款产品的月流水超过千万美元，维持在 1300 万-1800 万美元上下。最接近的「Tiki Solitaire Tripeaks」月流水保持在 300-500 万美元左 右，有明显差距。 最近两年，「Solitaire Grand Harves」的 月流水（蓝色线）一直在单人纸牌赛道遥遥领先， 「Tiki Solitaire Tripeaks」位居第二 | 数据来源：点点数据 也是由于寡头效应明显，最近 2 年，不少厂商下水尝试，其中不乏头部大厂+顶流IP的"高端配置"，但都算不上成功。例如 Playrix 就借助三消 IP 《Fishdom》上线了「Fishdom Solitaire」，King 也在长期测试之后上线了《Candy Crush》IP 衍生纸牌新品「Candy Crush Solitaire」。 万美元，但维持在高位的时间很短 | 图片来源：Playrix 其中「Fishdom Solitaire」虽然月流水一度出现过接近 400 万美元的高峰，但之后就迅速下滑，目前月流水维持在 50 万美元左右；「Candy Crush Solitaire」在 2025 年初才正式上线，K ...

先是经历了一年半测试期，今年2月6日全球上线的King旗下"Candy Crush"系列第3代产品《Candy Crush Solitaire》，首日一举冲上67个国家及地区iOS游 戏免费榜TOP1，正式开测至今（3个半月）吸金超2100万元。 然而就在外界认为其将对"守旧"已久的Solitaire赛道发起格局冲击时，另一款名为《Disney Solitaire》的Solitaire新游却半路跳出，在全球移动休闲市场"大 杀四方"，全球首发两周多便追上了《Candy Crush Solitaire》3个月的流水，并且数据毫无疲软的势头，已经隐隐有长青爆款之相。 那么，《Disney Solitaire》究竟是一款怎么的产品？市场数据具体怎样？测试节奏如何？目前表现强势的原因是什么？其背后的厂商是谁？Solitaire赛道的 现状怎样，有哪些核心产品且表现如何？热门的Solitaire产品都在如何破圈？下文中，点点出海将结合下表进行详细拆解与分析。 | | | | Solitaire #道車点产品盘点 | | | | | | | --- | --- | --- | --- | --- | --- | --- ...