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Arm再下一城,Inel股价大跌
半导体行业观察· 2025-05-15 01:07
如果您希望可以时常见面,欢迎标星收藏哦~ 来源 :本文 综合自 yahoo ,谢谢。 据报道, AMD 正在研发一款基于 Arm 架构的 SoC,代号为"Sound Wave",旨在为微软明年的 Surface 笔记本电脑提供动力。据报道,Sound Wave 将摒弃传统的 x86 设计,采用 Arm ISA, 并可能利用现成的 Cortex 内核。关于具体规格、上市时间和价格的详细信息仍处于保密状态,因 此谨慎对待此次泄露的消息为明智之举。 抛开其历史悠久的 Wintel 根基,微软已明确向 WoA(Windows on Arm)平台迈进。这一举措源 于该公司与高通的合作,并由此诞生了骁龙 X系列。这很可能是促使英特尔设计出效率优先的替 代方案Lunar Lake 的重要催化剂。事实上,就连英伟达也正凭借其与联发科合作开发的传闻中的 N1 系列SoC进军 WoA 领域。 搭载英伟达硬件的任天堂 Switch的巨大成功,凸显了基于 Arm 的掌上游戏机市场利润丰厚。如果 这些声波 SoC 属实,它们可能成为 Steam Deck 2 的基础,但我必须强调,这只是推测。微软目 前推出的Surface Pro 1 ...
Tredegar Q1 Earnings Down Y/Y as Aluminum Costs Weigh on Margins
ZACKS· 2025-05-14 18:45
Shares of Tredegar Corporation (TG) have gained 3.8% since the company reported its earnings for the quarter ended March 31, 2025. This compares to the S&P 500 index’s 4.5% growth over the same time frame. Over the past month, the stock has gained 15.8% compared with the S&P 500’s 8.8% growth.Tredegar reported first-quarter 2025 net income from continuing operations of 2 cents per share, down from 8 cents per share in the first quarter of 2024. On an adjusted basis, net income from ongoing operations fell t ...
The Dixie Group(DXYN) - 2025 Q1 - Earnings Call Transcript
2025-05-09 15:02
Dixie Group (DXYN) Q1 2025 Earnings Call May 09, 2025 10:00 AM ET Company Participants Daniel Frierson - Chairman & CEOAllen Danzey - VP & CFO Conference Call Participants None - Analyst Operator Good day, and welcome to the Dixie Group Incorporated's twenty twenty five First Quarter Earnings Conference Call. Today's call is being recorded. At this time for opening remarks and introductions, I would like to turn the call over to the Chairman and Chief Executive Officer, Dan Frierson. Please go ahead. Daniel ...
The Dixie Group(DXYN) - 2025 Q1 - Earnings Call Transcript
2025-05-09 15:00
Financial Data and Key Metrics Changes - For Q1 2025, the company reported net sales of $62.99 million, a decrease of 3.5% from $65.25 million in Q1 2024 [2][3] - The operating income improved to $11,000 in Q1 2025 from an operating loss of $857,000 in Q1 2024 [2][5] - The net loss from continuing operations was $1.58 million or $0.11 per diluted share, compared to a net loss of $2.41 million or $0.16 per diluted share in the same quarter of 2024 [3] Business Line Data and Key Metrics Changes - Sales of soft floor covering products outperformed hard surface products, with continued market share gains in the soft surface category [3] - Gross margins improved to $16.90 million or 26.8% of net sales, compared to $15.80 million or 24.2% of net sales in the prior year [4] Market Data and Key Metrics Changes - The industry is experiencing weak market conditions due to low existing home sales and lower consumer confidence [3] - The residential remodeling market continues to face a multiyear slump, with uncertainty regarding when market dynamics will change [11] Company Strategy and Development Direction - The company is focused on creating differentiated styles for the residential market, emphasizing color, pattern, and texture [10] - Efforts are being made to minimize expenses, reduce overhead costs, and improve gross margins [12] - The company has closed on a new $75 million senior credit facility to support operations and manage costs effectively [7][12] Management's Comments on Operating Environment and Future Outlook - Management noted that low consumer confidence was impacted by uncertainty around tariff increases, with some industry players announcing price increases to mitigate these impacts [9] - The company believes that actions taken during the current difficult environment will position it well for an eventual market upturn [13] Other Important Information - The company has seen improvements in operations, including productivity, quality, and raw material utilization [11] - The first quarter trade show showcased 25 new styles of carpet and eight hard surface collections, which were well received [10] Q&A Session Summary Question: Is the stock buyback program still in effect? - The stock buyback program is no longer in effect as it was ceased during the latter part of the previous year [16] Question: Are there signs of consolidation in the industry? - There has not been much consolidation at the manufacturing level, although some smaller retailers have gone out of business [17] Question: Have buying habits changed between big box stores and boutique retailers? - Premium products are performing better than the market overall, with the Fabrica brand doing exceptionally well [18]
新鲜早科技丨美国法院裁定苹果违反禁令;特斯拉在中国本土化率超95%;文远知行、小马智行与Uber携手推广Robotaxi
2 1 Shi Ji Jing Ji Bao Dao· 2025-05-07 02:08
21世纪经济报道新质生产力研究院综合报道 早上好,新的一天又开始了。在过去的24小时内,科技行业发生了哪些有意思的事情?来跟21tech一起 看看吧。 【巨头风向标】 美国法院裁定苹果违反禁令,iOS支付或有变。据央视新闻报道,美国联邦法官近日裁定,苹果公司违 反了此前的一项法院命令,必须进行整改。该法院要求苹果开放应用商店,允许用户采用外部支付方 式。"这是禁令,不是谈判。"判决文件指出,苹果公司明确知道自身的义务,但仍阻挠了禁令的执行, 继续进行反竞争以维持收入。苹果已对该判决发起上诉,但在上诉结果公布前的至少两个月内,iOS生 态内的开发者都可以开始尝试引导消费者前往第三方支付渠道。 Google发布升级版Gemini 2.5 Pro AI模型。Google宣布推出Gemini 2.5 Pro Preview(I/O 版),这是其 旗舰产品Gemini 2.5 Pro AI模型的更新版本。该模型的发布正值Google年度I/O开发者大会召开之际。 Google称,Gemini 2.5 Pro Preview(I/O 版)显著提升了编码和构建交互式Web应用的能力,专注于前端 开发、UI 构建、代码转换/ ...
华尔街见闻早餐FM-Radio | 2025年5月7日
Hua Er Jie Jian Wen· 2025-05-06 23:07
市场概述 华见早安之声 请各位听众升级为见闻最新版APP,以便成功收听以下音频。 美联储利率决议前,美股两连跌。上日盘后公布财报的Palantir大跌12%,盘后公布财报后AMD冲高回落、超微电脑大跌。苹果两连跌。中概股跑赢美股, 收涨0.42%。 据央视新闻,何立峰将访问瑞士、法国并举行中美经贸高层会谈、第十次中法高级别经济财金对话。亚洲时间周三早盘,离岸人民币一度涨百点、涨破 7.20,纳指100盘后涨超1%。 10年期美债标售强劲,美债收益率加速回落。新台币两日大涨后一度跌超3%。默茨当选德国总理后,欧元刷新日高。 原油大反弹,一度涨近5%。现货黄金再次飙升至3400美元上方,期金连续两日盘中涨超3%。 亚洲时段,沪指涨超1%重返3300点,稀土永磁板块大涨,港股恒指收涨0.7%,黄金股活跃,国债期货午后多数转跌。 要闻 何立峰将访问瑞士、法国并举行中美经贸高层会谈、第十次中法高级别经济财金对话。商务部新闻发言人就中美经贸高层会谈答记者问。 周三上午九时,央行、证监会等介绍"一揽子金融政策支持稳市场稳预期"有关情况。 欧盟计划扩大反制:若谈判失败,将对1000亿欧元的美国商品加征关税。美加领导人会晤:卡 ...
隔夜美股 | 三大指数收跌 国际油价上涨超3%
Zhi Tong Cai Jing· 2025-05-06 22:39
智通财经APP获悉,三大指数周二收跌,特朗普关税不确定性继续令美股承压。上个月,美国供应链压 力有所缓解,尽管世界各地的经济体都急于为特朗普政府大规模和不断变化的贸易关税的影响做好准 备。纽约联储周二公布,4月份其全球供应链压力指数为-0.29,3月份修正后为-0.17。该数据表明供应 链没有明显压力。 【加密货币】比特币涨0.51%,至95312.49美元。以太坊跌超1.6%,至1791.71美元。 【金属】现货黄金时隔两周再次站上3400美元。随着国际金价持续回暖,国内各品牌首饰金价也随之上 扬,单克价格重回千元上方。如周大福金饰今日价格为1026元/克,较前一日上涨28元/克;周生生金饰 价格为1023元/克,较前一日上涨23元/克。 【原油】纽约商品交易所6月交货的轻质原油期货价格上涨1.96美元,收于每桶59.09美元,涨幅为 3.43%;7月交货的伦敦布伦特原油期货价格上涨1.92美元,收于每桶62.15美元,涨幅为3.19%。 【宏观消息】 何立峰将访问瑞士、法国并举行中美经贸高层会谈、第十次中法高级别经济财金对话。外交部发言人宣 布:应瑞士政府邀请,中共中央政治局委员、国务院副总理何立峰将于5 ...
微软(MSFT.US)发布两款低配版Surface设备 聚焦AI应用场景
智通财经网· 2025-05-06 21:34
智通财经APP获悉,微软(MSFT.US)推出两款新款Surface设备,分别是13英寸的Surface Laptop和12英寸 的Surface Pro二合一平板电脑。这两款定位为中端入门产品的设备旨在吸引希望体验微软人工智能工具 的用户,同时在轻薄型电脑市场上更好地与苹果(AAPL.US)展开竞争。 这两款设备已于本周二正式开售,并将于5月20日起陆续在美国及部分国际市场发货。据介绍,新设备 相较前代产品更加轻薄,续航时间也有所提升。尽管它们不再配备此前高端Surface产品所使用的处理 器和大容量存储配置,定价仍维持不变甚至略有上调。 虽然Surface系列仅占微软营收的约2%,在全球PC市场中的份额也相当有限,它作为微软的硬件代表, 意在展示Windows系统设备在设计和功能方面与苹果高端笔记本的对标能力,同时也为Windows操作系 统本身营造"光环效应"。 近年来,微软不断在Surface系列中注入AI元素,包括具备文本生成、图像生成和对话功能的"Copilot"人 工智能助手。去年,微软在键盘上专门为Copilot设置了快捷键,并将邮件摘要、图像生成等AI功能预 装在Windows应用中。 此次 ...
微软AI PC应对关税冲击:最轻薄Copilot+来了,Surface电脑新品价更低
Hua Er Jie Jian Wen· 2025-05-06 19:33
虽然人工智能(AI)PC市场能否起飞还存疑,但面对关税的冲击,微软无疑想抓住机会抢夺市场份额,最新推出的Surface电脑既有AI模 型加持,又悄然降价。 美东时间5月6日周二,微软发布了Surface系列的两款新Copilot+ PC,售价较去年推出的前代更低、电池续航更长,但核心配置有所缩水。 媒体认为,微软在特朗普宣布新征关税后推出新品,显示微软正试图通过降低价格吸引消费者。Raymond James的分析师Andrew Marok指 出,市场对AI PC的需求仍然有限,因为其增值价值尚不明确。尽管如此,随着Windows 10支持将于10月结束,微软的设备更新有望搭上 企业升级的顺风车。 新设备:更小更轻薄,价格更亲民 AI功能成卖点 市场接受度仍是问题 这两款设备都被归类为Copilot+ PC,配备能够执行每秒45万亿次操作、即45 TOPS的NPU(神经网络处理单元),能够在不依赖互联网的 情况下运行AI模型。用户可以使用有争议的Recall功能记住屏幕上之前显示的内容、增强的文件搜索和其他基于AI的功能。 参与Windows Insider计划的用户将能够尝试设置应用中的AI代理,该代理可以响 ...
Schlumberger(SLB) - 2025 Q1 - Earnings Call Transcript
2025-04-25 20:39
Schlumberger (SLB) Q1 2025 Earnings Call April 25, 2025 04:39 PM ET Company Participants James McDonald - Senior Vice President of Investor Relations and Industry AffairsOlivier Le Peuch - CEOStephane Biguet - Executive VP & CFOJ. David Anderson - Managing DirectorScott Gruber - Director - Oilfield Services & Equipment ResearchNeil Mehta - Head of Americas Natural Resources Equity ResearchStephen Gengaro - Managing DirectorKeith Mackey - Director - Global Equity Research, Oil & Gas Services Conference Call ...