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16 July 2025 | 4:12AM HKT DiDi Global Inc. (DIDIY) Global mobility growth at the forefront of robotaxi commercialization; initiate at Buy | | | DiDi is well positioned to capture growing global mobility opportunities, is at the forefront of autonomous driving, and has an undemanding valuation (14X 2026E domestic P/E vs. 8%/44% revenue/EPS 2024-27E CAGR). We expect sustained compounding of domestic profit/FCF streams, one of the fastest profit growths within our China Internet coverage, through domestic GTV ...

Core Insights - MongoDB (MDB) and Oracle (ORCL) are leading players in the database market, with MDB focusing on a developer-first, cloud-native NoSQL platform, while ORCL is known for its robust relational databases and multicloud capabilities [1][2] MongoDB (MDB) Overview - MDB is benefiting from the rising demand for AI-powered applications, with its flexible document model well-suited for unstructured data [3] - The acquisition of Voyage AI has enhanced MDB's AI capabilities, with the latest release, Voyage 3.5, improving embedding accuracy and reducing storage costs by over 80% [3] - MDB's platform integrates real-time data, search, and retrieval, simplifying processes for developers, as evidenced by its use at LG Uplus [4] - The company is expanding its partner ecosystem, recently integrating backup solutions with Rubrik and Cohesity, enhancing data protection for enterprise customers [5] - In the latest quarter, MDB reported revenues of $549 million, a 22% year-over-year increase, with Atlas revenues growing 26% and accounting for 72% of total revenues [6] Oracle (ORCL) Overview - ORCL is expanding its cloud database business with products like Autonomous Database and Oracle Database 23AI, enabling operations across multiple cloud platforms [7] - The company is focusing on AI-readiness by integrating vector search into its database stack, positioning its database as central to enterprise infrastructure [8] - In fiscal Q4 2025, ORCL's cloud database services grew 31% year-over-year, with Autonomous Database consumption revenues increasing by 47% [9] - However, ORCL faces challenges as legacy revenue streams weaken, with database license support growing only 7% in fiscal 2025 [9][11] - ORCL's capital spending reached $21.2 billion, resulting in negative free cash flow of $400 million, indicating financial strain [11] Valuation and Performance Comparison - MDB shares are trading at a forward Price/Sales ratio of 6.76X, which is lower than ORCL's 9.46X, suggesting a more attractive valuation for MDB [12] - Year-to-date, ORCL shares have increased by 38.9%, while MDB shares have decreased by 11.2%, indicating potential upside for MDB [15] Conclusion - MDB is expanding its cloud-native database platform with AI-ready features and increasing enterprise adoption, while ORCL's growth is hindered by legacy systems and high capital expenditures [18] - MDB's recent underperformance may present a better long-term investment opportunity compared to ORCL, which is facing challenges in its growth trajectory [18][19]

Core Insights - MongoDB is experiencing growth driven by the increasing demand for AI-powered applications, reporting revenues of $549 million in Q1 fiscal 2026, a 22% year-over-year increase [1] - The company's cloud platform, Atlas, contributed 72% of total revenues, with a 26% year-over-year growth [1] - MongoDB's integrated architecture is expected to capture long-term revenue growth as more developers create custom AI applications [1] Group 1: AI Capabilities and Developments - MongoDB's document model is effective for managing unstructured data, essential for AI applications, further enhanced by the acquisition of Voyage AI, which improved embedding accuracy and reduced storage costs [2] - The introduction of Anthropic's Model Context Protocol (MCP) across all databases allows AI agents to access tools and data, facilitating natural language queries and improving developer productivity [3] - Advanced rerankers and domain-optimized embedding models are being utilized to reduce AI hallucinations and enhance output accuracy [4] Group 2: Competitive Landscape - MongoDB faces increasing competition from Snowflake and Elastic, both enhancing their AI capabilities in the cloud database market [5] - Snowflake has introduced native support for vector search and retrieval-augmented generation (RAG) workloads, while Voyage AI's models will remain available to Snowflake users [5] - Elastic has expanded its AI features with the Elasticsearch Relevance Engine, supporting native vector search and integration with large language models (LLMs) [6] Group 3: Financial Performance and Valuation - MongoDB shares have declined by 11.8% year-to-date, underperforming the Zacks Internet – Software industry growth of 15.8% and the Zacks Computer and Technology sector return of 7.7% [7] - The stock is currently trading at a forward 12-month Price/Sales ratio of 7.03X, compared to the industry's 5.79X, indicating a lower valuation score [11] - The Zacks Consensus Estimate for Q2 fiscal 2026 earnings is 64 cents per share, reflecting an 8.57% year-over-year decline [15]

Core Insights - TESSAN is launching the Voyager 205, the world's first 205W universal travel adapter, designed to charge up to eight devices simultaneously and compatible with outlets in over 200 countries [1][4] Product Features - The Voyager 205 utilizes advanced GaN technology, providing higher power density, faster charging, and improved energy efficiency, featuring six USB-C ports, one USB-A port, and one AC outlet [3] - It supports PD 3.1 fast-charging protocols, allowing a 13-inch MacBook Pro (M1) to charge to 50% in just 47 minutes, with intelligent power distribution to prevent overload [3][6] - The adapter weighs 336 grams, designed for portability, making it easy to carry in bags and luggage [4] Safety and Reliability - Integrated safety features include an integrated fuse system, flame-retardant housing, and auto-shutoff functions, using 94V-0 fireproof materials [5] - The device includes internal heat control and current monitoring to prevent overheating and device damage during high-load charging [6] Versatility and Use Cases - The Voyager 205 is suitable for various contexts, including international business, group travel, and for digital nomads, simplifying power needs for multiple devices [7][8] - It consolidates power needs, reducing cable clutter and excess weight, enhancing the travel experience [8] Commitment to Sustainability - TESSAN's commitment to sustainability is demonstrated through its partnership with One Tree Planted, planting a tree for every adapter backed as part of its "Walking on the Earth" campaign [10] Pre-order and Pricing - The Voyager 205 is available for pre-order on Indiegogo at an early bird price of $89, which is 30% off the future retail price, with limited quantities available [11]

波场TRON在2025年完成底层协议重要迭代，孙宇晨领导的技术团队推出GreatVoyage-v4.8.0版本，该更 新包含EIP-1153临时存储方案，使智能合约运行开销减少35%。通过整合EIP-4844分片架构原型，网络 处理能力提升至1500TPS。当前系统性能表现优于多数以太坊Layer2解决方案。 波场TRON的用户数据展现显著增长，链上账户数量超过3.15亿个，历史交易总次数达103亿次，每日处 理的USDT转账金额稳定在190亿美元水平。生态建设层面，该网络整合Chainlink预言机服务，为开发 者提供链外数据验证支持，增强分布式金融应用的安全实施环境。当前生态内分布式金融服务协议总质 押价值超过220亿美元，其中JustLend、SUN等主要协议占据去中心化交易平台80%的流通量。 波场TRON在2025年推进节点网络扩展方案执行进度加快，其超级节点规模从127个扩展至300个，其中 东南亚与非洲区域占40%比例。这些节点形成覆盖多区域的分布式服务架构，通过与Google Cloud、 Binance等机构的协作，提升了网络运行安全水平并获得更广泛机构认可。 波场TRON与Tether、T ...

Core Insights - Alcon Inc.'s UNITY Vitreoretinal Cataract System has received approval from Health Canada, with a commercial launch anticipated in early 2026, which is expected to enhance the company's Surgical segment [1][9] - The company has seen a year-to-date stock increase of 2.6%, outperforming the industry decline of 9.2% [2][9] - Alcon's R&D spending rose by 11.6% year-over-year in Q1 2025, indicating a strong commitment to innovation and long-term growth [3] Company Overview - Alcon's current market capitalization stands at $42.93 billion, with an average earnings surprise of 2.85% over the trailing four quarters [4] - The UNITY VCS integrates advanced vitreoretinal and cataract surgical technologies, designed to improve workflow efficiency [5] - The system features a phacoemulsification modality that allows for nucleus removal up to two times faster with 40% less energy, and the fastest vitrectomy probe globally, achieving speeds of up to 30,000 cuts per minute [6] Recent Developments - Alcon has tested the UNITY VCS with over 200 experienced surgeons from more than 30 countries [7] - The company has launched other products, including the Clareon PanOptix Pro intraocular lens and SYSTANE PRO preservative-free eye drops, with plans for broader rollout in 2026 [11][12] Industry Prospects - The global vitreoretinal surgery devices market was valued at $1.70 billion in 2024 and is projected to grow at a CAGR of 3.4% from 2025 to 2034, driven by the rising prevalence of retinal diseases and demand for minimally invasive procedures [8]

Core Points - Holland America Line is launching a special cruise to celebrate America's 250th anniversary in 2026, departing from Boston on July 4, 2026 [1][3] - The seven-day cruise includes stops in Saint John, New Brunswick, an overnight stay in New York City, and a visit to Norfolk, Virginia, with access to historical sites [1][2][4] - The cruise aims to provide guests with a unique experience of American culture and history, featuring special events for the Fourth of July [3][6] Itinerary Highlights - The cruise will allow guests to view Boston's Fourth of July fireworks from the ship, enhancing the celebratory experience [2] - In Norfolk, guests can explore significant historical sites related to the Revolutionary War, including Williamsburg, Jamestown, and Yorktown [4][5] - The overnight stay in New York coincides with the "Sail 4th 250" tall ships event, providing guests with additional opportunities to experience the city's vibrant atmosphere [6][7] Pricing and Booking - Fares for the "America's 250th Celebration: Stars & Stripes Voyage" start at $1,459 per person for double occupancy, inclusive of port fees and taxes [8]

Core Insights - Alcon's Vision Care business is experiencing growth due to a diverse portfolio of contact lenses and ocular health products, with new product introductions expected to drive further growth in upcoming quarters [1][3][5] - The company has a market capitalization of $43.49 billion and has surpassed earnings estimates in three of the last four quarters, with an average surprise of 2.8% [2] - Despite a 6.7% stock rally over the past six months, Alcon faces challenges from adverse macroeconomic conditions and intense competition in the ophthalmology industry [1][8] Vision Care Growth - Alcon's Vision Care segment reported a 3% year-over-year sales increase in Q1 2025, driven by a 4% rise in contact lens sales due to product innovation and price increases [3][7] - The company is focusing on fast-growing market segments and has seen share gains from innovations like the PRECISION1 and TOTAL30 contact lens families [3] - Ocular health products, particularly the SYSTANE family of artificial tears, also contributed to growth with a 2% increase in sales year-over-year [3] New Product Launches - Alcon's R&D spending increased by 11.6% year-over-year in Q1 2025, supporting its innovation strategy [4] - New product launches include SYSTANE PRO Preservative-Free eye drops and Voyager DSLT for glaucoma treatment, with plans for broader rollouts in the future [5][7] Macroeconomic Challenges - Alcon's operations are impacted by macroeconomic pressures, including ongoing conflicts and unpredictable political conditions, particularly in emerging markets [6][8] - The company anticipates an $80 million increase in costs due to current tariffs affecting sales [6] Competitive Landscape - The ophthalmology industry is highly competitive, with Alcon facing challenges from both large and small manufacturers, as well as alternative therapies from pharmaceutical companies [8] - If Alcon fails to keep pace with innovation, its market position may be adversely affected [8] Financial Estimates - The Zacks Consensus Estimate for Alcon's 2025 earnings per share has decreased by 1% to $3.11, while revenue estimates are projected at $10.44 billion, indicating a 6.1% increase from the previous year [9]

Group 1 - Stellantis N.V. is recalling 250,651 vehicles in the U.S. due to a defect in side curtain airbags that may not be properly sealed [1][2] - The recall affects specific 2022–2025 Pacifica and Voyager models, with dealers set to inspect and replace airbags at no cost to owners [2] - No reports of injuries or crashes related to the airbag issue have been received by Stellantis [2] Group 2 - In Q1 2025, Stellantis reported net revenues of €35.8 billion, a 14% decrease from Q1 2024, primarily due to reduced shipment volumes and an unfavorable product mix [3][8] - Consolidated shipments fell 9% to 1.22 million units, attributed to lower production in North America from extended holiday shutdowns and weaker demand in Europe [3] - Despite challenges in North America, Stellantis regained market share in Europe, reaching 17.3% after seven new product launches, marking a 190 basis point increase from Q4 2024 [4][8] Group 3 - The company has temporarily suspended its financial guidance due to changes in the tariff policy landscape affecting its 2025 outlook [4] - Stellantis currently holds a Zacks Rank of 3 (Hold), while other auto stocks like Strattec Security Corporation, Allison Transmission Holdings, and Ferrari N.V. have higher rankings [5]