President Donald Trump’s potential dismissal of Fed Chair Jerome Powell is a major and underpriced risk that could trigger a selloff in the US dollar and Treasuries, a Deutsche Bank AG strategist said https://t.co/gJ9w4ha45Q ...

Group 1 - The Value Lab focuses on long-only value investment strategies, aiming for a portfolio yield of approximately 4% by identifying mispriced international equities [1][2] - The iShares 3-7 Year Treasury Bond ETF (NASDAQ: IEI) has a duration of 4.28 years and tracks US Treasuries with minimal credit risk, although maintaining this duration is relatively expensive [2] - The Valkyrie Trading Society consists of analysts who share high conviction investment ideas in developed markets, targeting non-correlated and outsized returns in the current economic climate [3]

论文作者团队简介：本文第一作者周鑫，共同第一作者梁定康，均为华中科技大学博士生，导师为白翔教授。合作者包括华中科技大学陈楷锦、冯天瑞、林鸿 凯，旷视科技陈习武、丁宜康、谭飞杨和香港大学赵恒爽助理教授。 在 HunyuanVideo 上， EasyCache 在复杂场景下保持与原视频的一致外观，同时显著加速 1. 研究背景与动机 近年来，随着扩散模型（Diffusion Models）和扩散 Transformer（DiT）在视频生成领域的广泛应用，AI 合成视频的质量和连贯性有了飞跃式提升。像 OpenAI Sora、HunyuanVideo、Wan2.1 等大模型，已经能够生成结构清晰、细节丰富且高度连贯的长视频内容，为数字内容创作、虚拟世界和多媒体娱乐带来了巨大变 革。 但与此同时，推理慢、算力消耗高的问题也日益突出。以 HunyuanVideo 为例，生成一个 5 秒、720P 分辨率的视频，单次推理在单张 H20 上需要 2 小时。这种高 昂的资源代价，极大限制了扩散视频生成技术在实时互动、移动端和大规模生产场景的应用落地。 造成这一瓶颈的核心原因，是扩散模型在生成过程中需要多次迭代去噪，每一步都要进 ...

Group 1 - Wingstop Inc. is expanding its support for communities affected by natural disasters in Texas, matching contributions up to $1 million for the American Red Cross Disaster Relief Fund [1][2] - The company will launch Family Flavor Day on July 15, donating 15% of sales from all Texas locations to the American Red Cross, and will match donations made through the Round-Up campaign and Family Flavor Day, up to $500,000 [2] - Wingstop's President & CEO, Michael Skipworth, expressed the company's commitment to supporting Texas communities and first responders during these challenging times [3] Group 2 - In fiscal year 2024, Wingstop's system-wide sales increased by 36.8% to approximately $4.8 billion, marking the 21st consecutive year of same-store sales growth [5] - The company aims to become a Top 10 Global Restaurant Brand and operates over 2,650 locations worldwide, with independent franchisees accounting for approximately 98% of its total restaurant count [5] - Wingstop has received multiple accolades, including a spot on Ad Age's 'Hottest Brands' list and recognition as one of QSR Magazine's "Best Brands to Work For" [6]

Core Viewpoint - FirstCash Holdings, Inc. has reached a settlement with the Consumer Financial Protection Bureau (CFPB) regarding alleged violations of the Military Lending Act, which includes financial compensation and the introduction of a new pawn lending product for military members and their families [1][2]. Group 1: Settlement Details - The settlement is subject to final court approval and includes an estimated consumer redress of $5 million to $7 million for affected customers, along with a $4 million fine to the CFPB victims relief fund [2]. - The financial impact of the settlement will be reflected in the Company's GAAP financial results for the second quarter of 2025 [2]. Group 2: Company Overview - FirstCash operates over 3,000 retail pawn stores in the U.S. and Latin America, focusing on serving cash and credit-constrained consumers [3]. - The pawn segments in the U.S. and Latin America account for approximately 80% of annualized segment earnings, with the remainder coming from its subsidiary, AFF, which provides lease-to-own and retail finance solutions [3]. Group 3: Market Position - FirstCash is a component of both the Standard & Poor's MidCap 400 Index and the Russell 2000 Index, with its common stock traded on Nasdaq [4].

Core Insights - The integration of generative AI and agentic AI in medical devices is transforming clinical workflows and patient care, with generative AI focusing on content creation and design optimization, while agentic AI enables autonomous decision-making based on real-time data [1][3] Group 1: AI Integration in Medical Devices - Generative AI is used to create synthetic medical images for training diagnostic tools, enhancing datasets [1] - Agentic AI supports predictive maintenance in medical equipment, reducing downtime through fault detection and automated service scheduling [3] - AI-powered tools like Nuance Communications's Dragon Ambient eXperience improve clinical documentation by transcribing doctor-patient conversations into structured notes [2] Group 2: Key Factors Driving AI Adoption - There is a rising demand for precision and personalized medicine, with AI enabling individualized diagnostics and treatments based on patient-specific data [5] - The regulatory environment is favorable, with over 700 AI-enabled devices approved by the FDA, significantly increasing from 2020 [6] Group 3: Medical Device Stocks to Watch - Boston Scientific Corporation (BSX) is investing in AI for improved procedural outcomes, with a projected 2025 sales growth rate of 16.4% and earnings expected to grow by 15.9% [8][7] - Johnson & Johnson (JNJ) employs AI in surgical robotics and digital surgery analytics, with a historical earnings growth rate of 5.5% and projected sales growth of 2.8% for 2025 [11][10] - GE HealthCare Technologies Inc. (GEHC) leads in FDA-cleared AI devices, with a projected sales growth rate of 3.2% for 2025 and a focus on enhancing imaging through AI solutions [13][12]

Core Leasing Revenue and Growth - Consolidated core leasing revenue increased from $2005 million in 2022 to $2163 million in 2023, and further to $2202 million in 2024[6] - Domestic core leasing revenue increased from $1602 million in 2022 to $1676 million in 2023, and further to $1720 million in 2024[9] - International core leasing revenue increased from $403 million in 2022 to $487 million in 2023, but decreased to $482 million in 2024[11] - Net organic growth for consolidated core leasing revenue was 46% in 2022, 42% in 2023, 23% in 2024, and 11% in 1Q25[6] - Net organic growth for domestic core leasing revenue was 45% in 2022, 44% in 2023, 22% in 2024, and 10% in 1Q25[9] - Net organic growth for international core leasing revenue was 53% in 2022, 37% in 2023, 25% in 2024, and 16% in 1Q25[11] Capital Allocation and ROIC - Total capital allocation was $22274 million in 2021, $21291 million in 2022, $8367 million in 2023, $11522 million in 2024, and $2319 million in 2025 YTD[14] - The leverage ratio decreased from 73x in 2021 to 69x in 2022, 63x in 2023, and 61x in 2024, then increased to 64x in 1Q25[14] - Return on Invested Capital (ROIC) was 107% in 2Q23, 108% in 3Q23, 108% in 4Q23, 103% in 1Q24, 103% in 2Q24, 102% in 3Q24, 106% in 4Q24, and 100% in 1Q25[14] Customer Concentration - In 1Q25, T-Mobile accounted for 362% of domestic site leasing revenue, AT&T Wireless accounted for 304%, and Verizon Wireless accounted for 204%[18] - In 1Q25, Telefonica accounted for 202% of international site leasing revenue, America Movil accounted for 189%, and TIM accounted for 156%[18] Site Portfolio - The company owned 39,311 sites at the end of 2023 and 39,749 sites at the end of 2024[19]

Group 1 - The iShares Short Treasury Bond ETF was launched by BlackRock in early 2007, indicating its established presence in the market [1] - The fund's objective is to provide investors with exposure to short-term U.S. Treasury bonds [1] Group 2 - The article does not provide specific performance metrics or future projections for the ETF [2]

招商证券表示，中国大模型产业将面临三重关键跃迁：1）从技术追赶向局部领跑转变，在细分赛道形 成全球对标优势；2）从单点突破走向生态协同，实现模型、平台与行业应用的系统整合；3）从试点验 证迈向规模商用，推动 AI 能力融入千行百业。这一趋势将进一步重塑全球人工智能竞争格局，为中国 科技产业带来长期结构性增量。 科创人工智能ETF华夏（589010）紧密跟踪上证科创板人工智能指数，覆盖全产业链优质企业，兼具高 研发投入与政策红利支持，20%涨跌幅与中小盘弹性助力捕捉AI产业"奇点时刻"。 今日截至14点01分，科创人工智能ETF华夏（589010）上涨2.02%，放量突破持续向上，一举收复前两 日跌幅。持仓股方面，30只成分股中有28只呈现涨势，星环科技领涨13.14%、寒武纪上涨6.03%，云从 科技上涨4.90%，云天励飞、合合信息等跟涨。流动性方面，盘中换手达15.51%，成交总额超1300万， 较昨日同期大幅增加，资金认购火爆。 消息方面，7月10日，微软正式在官网和 Hugging Face 开源了 Phi-4 家族的最新力作 Phi-4-mini-flash- reasoning。这是一款专为受限算 ...

Core Viewpoint - Jerry Holdings has won a significant project in Algeria worth approximately 6.126 billion yuan, marking an expansion of its oil and gas engineering services in North Africa, aligning with its strategic focus on the Middle East and North Africa [1][2][4]. Group 1: Project Details - The project awarded to Jerry Holdings involves the EPC realization of the Rhourde Nouss Boosting Project, located in the Illizi province of Algeria, with a total value of about 8.50 billion USD [2]. - The project aims to enhance the production efficiency and gas processing capacity of the Rhourde Nouss gas field by constructing a gas booster station and upgrading the gas collection pipeline network [2][3]. Group 2: Previous Contracts - Earlier in February, Jerry Holdings signed a contract with ADNOC Onshore for an estimated total amount of approximately 9.2 billion USD (about 65.55 billion yuan) for digital transformation projects in the Bab, Bu Hasa, and South East blocks [4][6]. - The ADNOC Onshore operates in a significant oil field area and has a strong financial standing, indicating a robust partnership for Jerry Holdings [6]. Group 3: Financial Performance - Jerry Holdings reported a substantial increase in revenue and net profit for Q1 2025, with revenues of 2.687 billion yuan and a net profit of 466 million yuan, reflecting year-on-year growth of 26.07% and 24.04% respectively [10]. - The company’s overseas business has shown significant results, with 45.20% of its revenue coming from international markets in 2024 [8]. Group 4: Strategic Expansion - To further its business in the Middle East and North Africa, Jerry Holdings has made preparations, including a recent decision to invest 12 million USD in its Middle Eastern subsidiary to establish a high-end oil and gas equipment manufacturing base in Dubai [7]. - The Middle East is identified as a key strategic market for Jerry Holdings, with a comprehensive business layout and significant revenue generation potential [7].