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5 Stocks Set To Crush Q2 Earnings
Benzinga· 2025-07-02 15:57
Market Overview - The S&P 500 reached new all-time highs, surpassing levels last seen in February, indicating strong investor confidence as summer approaches [1] - The market's strength is attributed to robust corporate earnings in Q1, with upcoming Q2 earnings being crucial for sustaining the rally [1] Company Highlights Advanced Micro Devices Inc. (AMD) - AMD reported Q1 2025 earnings of $7.44 billion, exceeding expectations of $7.1 billion, with a year-over-year growth of over 35% [4] - The company raised Q2 revenue guidance to a range of $7.1 billion to $7.7 billion, with a consensus expectation of $7.2 billion [4] - Analyst upgrades and strong earnings have led to a resurgence in AMD's stock, which has broken above key moving averages [6] Ulta Beauty Inc. (ULTA) - ULTA reported Q1 earnings with an EPS of $6.70, beating expectations by $0.97, and a quarterly revenue growth of 4.5% year-over-year [7] - The company raised its full-year 2025 sales guidance to $11.7 billion, with EPS projections increased to a range of $22.65 to $23.20 [7] - Following the earnings report, ULTA's stock jumped 11%, supported by a bullish technical signal known as the Golden Cross [9] Adobe Inc. (ADBE) - Adobe announced Q1 earnings of $5.06 EPS and revenue of $5.87 billion, representing over 10% year-over-year growth [10] - The company maintained its full-year 2025 revenue estimates but raised EPS projections to a range of $20.50 to $20.70 [12] - Despite strong earnings, Adobe's stock remains undervalued compared to tech peers, trading at 23 times forward earnings [10] Amer Sports Inc. - Amer Sports reported Q1 earnings with an EPS of $0.27, surpassing expectations of $0.12, and quarterly revenue of $1.47 billion, reflecting over 24% growth year-over-year [13] - The company raised guidance for full-year EPS and revenue, leading to new all-time highs for the stock [15] Jabil Inc. (JBL) - Jabil reported fiscal Q3 2025 net revenue of $7.8 billion, exceeding analyst expectations and internal projections by over $800 million [16] - EPS for the quarter was $2.55, a 35% year-over-year increase, with full-year revenue guidance raised to $29 billion [16] - The stock reached new all-time highs, supported by strong fundamentals and analyst backing, including a price target increase to $245 [18]
万兴科技与华为终端达成鸿蒙全面合作 推进AI应用创新共建HarmonyOS生态
Bei Jing Shang Bao· 2025-06-23 08:01
Core Viewpoint - Wankey Technology and Huawei Terminal have signed a comprehensive cooperation agreement to jointly build the HarmonyOS ecosystem, enhancing the digital creative capabilities and user experience on HarmonyOS platforms [1][2]. Group 1: Cooperation Agreement - The agreement focuses on developing applications and services based on OpenHarmony to promote the mobile open ecosystem of HarmonyOS [2]. - Wankey Technology will adapt its applications, including Wankey Miao Ying, Wankey PDF, Wankey MindMaster, and Wankey Diagram, to the HarmonyOS system in phases [2]. - Both companies will explore deep cooperation in AI, including large model integration, NPU adaptation, and collaboration with Xiao Yi AI [2]. Group 2: Previous Collaborations - Wankey Technology has been increasing its collaboration with Huawei, signing a deepened cooperation agreement in August 2023 to focus on technology innovation and commercial cooperation [3]. - In June 2024, Wankey MindMaster and Wankey Diagram completed their adaptation to the "pure" HarmonyOS system [3]. - By November 2024, Wankey Diagram launched a native HarmonyOS version for desktop and tablet [3]. Group 3: Event Highlights - At the Huawei Developer Conference 2025, Wankey Technology shared its innovative practices and achievements in integrating digital creative software with the Harmony ecosystem [5]. - Wankey Technology's products received the Harmony Office Excellence Experience Award from Huawei Terminal [5][7]. Group 4: HarmonyOS Ecosystem - As of June 2025, the HarmonyOS ecosystem has surpassed 1 billion devices, covering various smart terminals including smartphones, tablets, and computers [6]. - Huawei Terminal is recognized as a leading provider of smart terminals, aiming to create a comprehensive smart life experience [6]. - Wankey Technology plans to maintain high-density collaboration with Huawei to leverage its strengths in AI applications and digital creative scenarios [6].
上海19家企业完成新一轮融资 | 融资周报(2025年第21期)
Sou Hu Cai Jing· 2025-06-22 05:33
Financing Overview - A total of 19 financing events occurred in Shanghai this week, with 9 disclosing amounts totaling approximately 976 million yuan [4][10] - The majority of financing events were concentrated in the Pudong New Area, which had 8 occurrences [4] - Angel rounds and Series A rounds were the most common, each accounting for 8 events [7] Hot Financing Highlights - Enjing Intelligent Control completed a strategic financing round of several hundred million yuan, led by Guotou Investment and followed by Xiaomi Technology. The company focuses on automotive intelligent access systems and has seen a 67% year-on-year sales growth in Q1 2025 [11][12] - Yizhi Electronics secured 250 million yuan in strategic investment from Hesheng New Materials, specializing in ARM server processor chips with applications in AI, cloud computing, and edge computing [13][14] - VAST, a 3D model technology developer, completed a multi-million dollar Pre-A+ round led by Beijing AI Industry Investment Fund, serving over 200,000 3D creators and 700 large enterprises [15][17] - Zhisheng Energy announced a successful 50 million yuan angel round financing, focusing on energy management solutions [18][19] - Yijian Health completed a 40 million yuan Series A financing, providing gene testing services and equipment [20][21] - DsLink, a generative AI model developer, raised 30 million yuan in angel financing from British Capital, focusing on industry-specific solutions [22][23] - YaoLe Technology secured several million yuan in strategic financing from Xiaomi Investment, specializing in flexible fabric tactile sensors [24][25] - KOPAI Robotics completed several million yuan in angel financing, developing humanoid interactive robots for various applications [26][27] - UPDF raised several million yuan in Pre-A+ financing, focusing on AI PDF editing software [28][29] Industry Focus - The advanced manufacturing sector saw 4 financing events this week, covering wearable devices, smart home technology, smart manufacturing equipment, and intelligent sensors [30] - The 11th China (Shanghai) International Technology Import and Export Fair was held, highlighting Shanghai's position as a leading hub for intelligent manufacturing solutions, with total industrial output exceeding 600 billion yuan [31] - The Ministry of Industry and Information Technology announced the "Artificial Intelligence + Manufacturing" initiative to accelerate smart upgrades in key industries [32]
阿里云领投,一家AI公司 A轮融了数亿元丨投融周报
投中网· 2025-06-16 08:57
将投中网设为"星标⭐",第一时间收获最新推送 速览投资风口,掌握资本律动。 作者丨 长风 来源丨 东四十条资本 互联网赛道,AI与云计算赛道持续火热。 上周,中科闻歌(决策AI)、硅基流动(AI基础设施)先 后获战略融资。此外,VAST(3D大模型)获北京AI基金领投,资本加速布局AI全产业链。 据投中网不完全统计,投融资详情如下(统计周期06月07日—06月13日): 新消费 沈阳小拌同学餐饮管理有限公司获1000万融资 近日,沈阳小拌同学餐饮管理有限公司(简称:小拌同学)宣布完成A轮融资,融资金额为1000万 元,投资方为中良华太。 人人租完成数亿元D1轮融资 大家好,我是长风。今天给大家带来上周资本市场的专业投研信息。 焦点回顾: 硬科技赛道,小米连续出击。 上周,上海织识智能科技有限公司已完成数千万元融资,本轮由小米 独家投资。6月11日消息,无锡丹尼克尔自动化科技有限公司宣布获得由小米产投和钟鼎资本联合投 资的战略融资。 大健康赛道,诊断与基因治疗吸金力强劲。 上周,奕检健康完成4000万元A轮融资。本轮融资由零 度资本和均为资本领投,九华恒创跟投。此外,北京因诺惟康医药科技有限公司完成数千万元的 ...
8点1氪:印度坠机事故造成至少265人死亡,机上仅1人幸存;韦东奕涨粉速度获世界纪录认证;哪吒汽车CEO被员工围堵讨薪
36氪· 2025-06-12 23:34
12日下午,一架印度航空公司的波音787客机从印度西部古吉拉特邦起飞后坠毁。失事客机上载有242人, 除机上人员外,事故还造成地面人员 伤亡。 整理 |丁丁炒面 点击上方【36氪随声听】,一键收听大公司热门新闻。听完音频记得添加进入 【我的小程序】 中哟! 联合动力 36氪获悉,深交所上市委公告,苏州汇川联合动力系统股份有限公司(简称"联合动力")首发获通过。 杰华 特微 电子 36氪获悉,港交所文件显示,杰华特微电子股份有限公司向港交所提交上市申请书。 印度坠机事故造成至少265人死亡,机上仅1人幸存 12日下午,一架印度航空公司的波音787客机从印度西部古吉拉特邦起飞后坠毁。失事客机上载有242人。印度警方公布的最新数据显示,本次事故造成 至少265人死亡。当地时间12日,印度内政部长阿米特·沙阿确认仅有一名机上乘客在这起事故中幸存,有关部门正在采集机上人员亲属的DNA样本,死者 名单将在DNA检测结束后公布。除机上人员外,事故还造成地面人员伤亡,古吉拉特邦卫生部门官员在事发后表示,已有至少50名地面人员被送往医院 接受治疗。北京时间13日凌晨,印度民航部宣布,本次事故的现场搜救行动已经结束。(央视新闻) ...
OpenAI Canvas新增下载功能
news flash· 2025-06-12 23:34
OpenAI Canvas现支持下载,可以导出为PDF、docx或markdown。使用Canvas编写代码可以直接导出到 合适的文件类型(如.py、.js、.sql等)。 ...
年度科技CEO榜单发布 万兴科技吴太兵入选“2024年度科技行业最佳CEO TOP50”
Sou Hu Cai Jing· 2025-06-10 10:49
本次榜单分为CEO榜与企业榜两大类,包括科技CEO榜、企业综合榜、企业细分领域榜、企业垂直行业 榜四个细分榜,涵盖科技行业上市企业、独角兽、未来独角兽、新锐企业等不同阶段。 资料显示,吴太兵2003年在深圳创立万兴科技。20多年来,在吴太兵带领下,万兴科技坚持全球化运营,面向 全球用户持续提供各类创意软件,逐步成长为中国数字创意软件领域产品覆盖面广、营收体量大、全球 化程度高的A股上市公司。 据了解,2024年度科技榜单聚焦国内高科技高成长企业的现状和发展趋势,从业务数据、财务数据、产品 能力、服务能力、市场影响力等维度评选出相应榜单,旨在发现和挖掘被资本市场关注,同时受客户认可 的高科技、高成长、好团队、好口碑、跨周期的优秀企业。 目前万兴科技业务覆盖200多个国家和地区,全球累计用户超15亿,旗下已推出万兴喵影、万兴播爆等视频 创意软件,Wondershare SelfyzAI等图片创意软件,万兴图示(原亿图图示)、万兴脑图(原亿图脑图 MindMaster)等绘图创意软件,以及万兴PDF等文档创意软件,被视为"中国版Adobe"。 免责声明:此文内容为本网站转载企业资讯,仅代表作者个人观点,与本网无关。 ...
26届招聘周动态抢先“剧透” 万兴科技、三一集团、中移互联网岗位“上新”
Sou Hu Wang· 2025-06-10 09:38
万兴科技官网显示,其2026届校招开放产品类、研发类、营销类、设计类和职能类岗位,工作地覆盖长 沙、深圳、杭州和日本东京等城市,具体薪酬根据岗位性质以及个人面试情况等综合因素确定。其中, 研发类的多个岗位,将有机会拿到"百万年薪"。入职长沙、深圳两地的实习生还可以视个人情况领取政 府补贴,最高达3000元;此外,实习生入职即可领取万兴科技产品全家桶VIP等大礼包。 公开资料显示,万兴科技是中国数字创意软件领域产品覆盖面广、营收体量大、全球化程度高的A股上 市公司,面向AIGC时代深度布局,业务覆盖200多个国家和地区,全球累计用户超15亿,旗下已推出万 兴喵影、万兴播爆等视频创意软件,Wondershare SelfyzAI等图片创意软件,万兴图示(原亿图图示)、万 兴脑图(原亿图脑图MindMaster)等绘图创意软件,以及万兴PDF等文档创意软件,被视为"中国版 Adobe"。 三一集团2026届校招提前批正式启动 本周,三一集团2026届校招提前批正式启动,面向2026届本科、硕士、博士毕业生进行提前批招募。此 次三一集团招募设计机械与结构设计、复合材料、塔筒设计、动力与能源、 质量与工艺、 软件与算法 ...
福昕软件2高管拟减持 2020上市超募22亿近4年扣非连亏
Zhong Guo Jing Ji Wang· 2025-06-09 04:00
Core Viewpoint - The announcement of share reduction plans by directors and senior management of Foxit Software indicates potential changes in shareholder structure and may impact market perception of the company [1][2]. Shareholding and Reduction Plans - Director and Vice President Zhai Pujiang holds 857,937 shares, representing 0.9383% of the total share capital of 91,439,524 shares [1]. - Secretary of the Board and Financial Officer Li Weilan holds 23,551 shares, representing 0.0258% of the total share capital [1]. - Zhai Pujiang plans to reduce his holdings by up to 50,000 shares (0.0547% of total shares) within three months after a 15-trading-day period from the announcement [2]. - Li Weilan plans to reduce his holdings by up to 5,800 shares (0.0063% of total shares) within the same timeframe [2]. Financial Performance - For the year 2024, Foxit Software reported revenue of 711.14 million yuan, a year-on-year increase of 16.44% [2][3]. - The net profit attributable to shareholders was 26.96 million yuan, while the net profit after deducting non-recurring gains and losses was -202 million yuan [2][3]. - The net cash flow from operating activities was -64.34 million yuan, indicating a decline compared to the previous year [2][3]. Historical Financial Data - In 2023, the company achieved revenue of 611 million yuan, a growth of 5.33%, but reported a net loss of 90.94 million yuan [3][4]. - In 2022, revenue was 580 million yuan, with a net loss of 1.74 million yuan [4]. - In 2021, revenue was 541 million yuan, with a net profit of 46.24 million yuan, but a significant decrease in net profit compared to the previous year [4]. Initial Public Offering (IPO) and Fundraising - Foxit Software raised a total of 2.872 billion yuan in its IPO, with a net amount of 2.586 billion yuan after deducting expenses [5]. - The company initially planned to raise 407 million yuan for various projects, but the final amount exceeded the original plan by 2.179 billion yuan [5]. - The IPO was conducted on September 8, 2020, with an issuance price of 238.53 yuan per share [4][5].