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Is SPDR S&P Semiconductor ETF (XSD) a Strong ETF Right Now?
ZACKS· 2025-07-18 11:21
A smart beta exchange traded fund, the SPDR S&P Semiconductor ETF (XSD) debuted on 01/31/2006, and offers broad exposure to the Technology ETFs category of the market.What Are Smart Beta ETFs?Market cap weighted indexes were created to reflect the market, or a specific segment of the market, and the ETF industry has traditionally been dominated by products based on this strategy.Market cap weighted indexes work great for investors who believe in market efficiency. They provide a low-cost, convenient and tra ...
TCL科技:已完成2025年度首次股票回购,回购金额2.5亿元
Ge Long Hui· 2025-07-18 10:26
值得注意的是,TCL科技于7月9日披露了2025半年度业绩预告,公司预计2025上半年实现营业收入826 亿元至906亿元,较上年同期增长3%至13%;实现归母净利润18亿元至20亿元,较上年同期增长81%至 101%;实现扣非净归母利润15亿元至16.5亿元,较上年同期增长168%至195%。TCL科技半导体显示业 务上半年表现尤为亮眼,预计实现净利润超46亿元,同比增长逾70%。 此外,今年上半年,TCL科技完成了对乐金显示(中国)、乐金显示(广州)100%股权的收购,以及 对深圳华星半导体(TCL华星t6、t7运营主体)21.5311%股权的收购。相关标的分别于今年二、三季度 开始并表。分析指出上述两笔交易将进一步强化TCL科技在面板业务领域的竞争力,并有望为TCL科技 带来归母净利润的显著增长。 根据TCL科技此前公告,基于对公司未来发展的信心,并维护股东利益、增强投资者信心、稳定及提升 公司价值,公司于今年4月15日召开董事会审议通过了回购议案,计划通过集中竞价交易方式回购股 份,总金额不低于7亿元(含)且不超过8亿元(含)。 此次公告披露,公司今日通过回购专用证券账户实施回购,回购股份数量55,4 ...
【联合发布】一周新车快讯(2025年7月12日-7月18日)
乘联分会· 2025-07-18 08:55
Core Viewpoint - The article provides an overview of new vehicle launches scheduled for July 2025, detailing various manufacturers, models, market segments, and engineering changes. Group 1: Manufacturer and Model Overview - Geely Auto is set to launch the Geely ICON on July 11, 2025, classified as an AO SUV with a minor engineering change (MCE1) [2][16] - GAC Passenger Vehicle will introduce the Trumpchi M6 on July 12, 2025, categorized as an A MPV with a minor engineering change (MCE1) [2][8] - Dongfeng Motor will release the Lantu FREE+ on July 12, 2025, classified as a C SUV with a medium engineering change (MCE2-1) [2][24] - Beijing Automotive will launch the Beijing X7 on July 12, 2025, categorized as an A SUV with a minor engineering change (MCE1) [2][32] - Chery Auto will introduce the Jietu Free on July 15, 2025, classified as an A SUV with no major engineering changes (NM) [2][40] - Dongfeng Nissan will launch the Venucia VX6 on July 15, 2025, categorized as a B SUV with a minor engineering change (MCE1) [2][48] - Dongfeng Infiniti will release the QX50 on July 16, 2025, classified as a B SUV with a minor engineering change (MCE1) [2][64] - Changan Auto will introduce the CS75 PLUS on July 16, 2025, categorized as an A SUV with no major engineering changes (NM) [2][72] - SAIC-GM-Wuling will launch the Baojun Yunhai on July 16, 2025, classified as an A SUV with a minor engineering change (MCE1) [2][80] - Volvo Asia Pacific will release the Volvo EX30 Cross Country on July 17, 2025, categorized as an AO SUV with a new product (NP) [2][88] - Great Wall Motors will introduce the Haval Big Dog on July 17, 2025, classified as an A SUV with a minor engineering change (MCE1) [2][96] Group 2: Technical Specifications and Pricing - The Trumpchi M6 will feature a 2.0T engine, DCT7 transmission, and a price range of 132,800 to 139,800 CNY [7][8] - The Geely ICON will offer a 1.5T engine, DCT7 transmission, and a price range of 89,800 to 95,800 CNY [15][16] - The Lantu FREE+ will have a 1.5T range-extended engine, EVT transmission, and a price range of 219,900 to 279,900 CNY [23][24] - The Beijing X7 will feature a 1.5T engine, DCT7 transmission, and a price of 119,900 CNY [31][32] - The Jietu Free will offer a 1.5T engine, DCT7 transmission, and a price of 132,800 CNY [39][40] - The Venucia VX6 will be fully electric with a price range of 134,900 to 159,900 CNY [47][48] - The QX50 will feature a 2.0T engine, CVT transmission, and a price range of 350,800 to 391,800 CNY [63][64] - The CS75 PLUS will have a 1.5T engine, 8AT transmission, and a price of 115,900 CNY [71][72] - The Baojun Yunhai will offer both hybrid and pure electric options with prices ranging from 109,800 to 129,800 CNY [79][80] - The Volvo EX30 Cross Country will be fully electric with a price of 263,800 CNY [87][88] - The Haval Big Dog will feature both 1.5T and 2.0T engines with prices ranging from 123,900 to 149,900 CNY [95][96]
ACM Research to Release Second Quarter 2025 Financial Results on August 6, 2025
Globenewswire· 2025-07-17 20:05
FREMONT, Calif., July 17, 2025 (GLOBE NEWSWIRE) -- ACM Research, Inc. (“ACM”) (NASDAQ: ACMR) announced today that it will release its financial results for the second quarter of 2025 before the U.S. market open on Wednesday, August 6, 2025. ACM will conduct a corresponding conference call at 8:00 a.m. U.S. Eastern Time (8:00 p.m. China Time) to discuss the results. What:ACM Second Quarter (ended June 30, 2025) Earnings Call When:8:00 a.m. U.S. Eastern Time on Wednesday, August 6, 2025 Webcast:ir.acmr.com/n ...
Airbus Wins Order to Supply H160 Helicopter to Japanese Buyer
ZACKS· 2025-07-17 18:00
Key Takeaways Nagoya City Fire Bureau ordered Airbus' H160 for firefighting and rescue missions. H160's modular design allows rapid reconfiguration for diverse civilian and military tasks. EADSY has over 380 helicopters in service across Japan, supporting varied mission profiles.Airbus SE (EADSY) recently secured an order from Japan’s Nagoya City Fire Bureau to supply an H160 multi-role helicopter.For over 65 years, Airbus Helicopters has been a reliable partner to Japan, with nearly 380 helicopters opera ...
Textron (TXT) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
ZACKS· 2025-07-17 15:07
Core Viewpoint - Textron (TXT) is anticipated to report a year-over-year decline in earnings despite an increase in revenues for the quarter ended June 2025, with the actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The consensus estimate for Textron's quarterly earnings is $1.44 per share, reflecting a year-over-year decrease of 6.5%, while revenues are projected to be $3.6 billion, representing a 2.2% increase from the previous year [3]. - The consensus EPS estimate has been revised down by 0.16% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows that Textron has a positive Earnings ESP of +0.58%, suggesting analysts have recently become more optimistic about the company's earnings prospects [12]. - The stock currently holds a Zacks Rank of 3, indicating a hold position, which, when combined with the positive Earnings ESP, suggests a likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Textron exceeded the expected earnings of $1.17 per share by delivering $1.28, resulting in a surprise of +9.40% [13]. - Over the past four quarters, Textron has surpassed consensus EPS estimates three times [14]. Industry Comparison - General Dynamics (GD), a competitor in the Aerospace - Defense industry, is expected to report earnings of $3.54 per share for the same quarter, marking an 8.6% year-over-year increase, with revenues projected at $12.22 billion, up 2% from the previous year [18]. - General Dynamics has a positive Earnings ESP of +4.08% and a Zacks Rank of 3, indicating a strong likelihood of beating the consensus EPS estimate [19].
Navitas Enjoys Robust Financial Position: What's Fueling It?
ZACKS· 2025-07-17 13:30
Key Takeaways NVTS cut Q1 operating expenses to $17.2M and aims for $15.5M to support breakeven in 2026. Navitas holds $75M in cash with no debt, reflecting disciplined capital and strong liquidity. $450M lifetime design wins and GaN and SiC innovation position NVTS for higher-margin growth.Navitas Semiconductor (NVTS) is actively strengthening its financial position through a combination of operational efficiencies and cost management amid softness in core markets.The company reported first-quarter 2025 ...
TSMC(TSM) - 2025 Q2 - Earnings Call Presentation
2025-07-17 06:00
Financial Performance - TSMC's net revenue reached NT$93379 billion, a 113% increase compared to 1Q25 and a 386% increase compared to 2Q24[6] - Net revenue in US dollars was $3007 billion, up 178% from 1Q25 and 444% from 2Q24[6] - Gross margin was 586%, slightly down 02 percentage points from 1Q25 but up 4+5 percentage points from 2Q24[6] - Operating margin was 496%, up 11 percentage points from 1Q25 and 71 percentage points from 2Q24[6] - Net income attributable to shareholders of the parent company was NT$39827 billion, up 102% from 1Q25 and 607% from 2Q24[6] Revenue Breakdown - 5nm technology contributed 36% of revenue[8] - 3nm technology contributed 24% of revenue[8] - 7nm technology contributed 14% of revenue[8] - HPC platform accounted for 60% of revenue[13] - Smartphone platform accounted for 27% of revenue[13] Growth Rate by Platform (QoQ) - HPC platform grew by 30%[15] - Smartphone platform grew by 6%[15] - IoT platform grew by 14%[15] 3Q25 Guidance - Revenue is expected to be between US$318 billion and US$330 billion[21] - Gross profit margin is projected to be between 555% and 575%[21] - Operating profit margin is expected to be between 455% and 475%[21]
550亿美元的芯片项目,取消了
半导体行业观察· 2025-07-17 00:50
据报道,一家总部位于加州的公司原计划利用杰纳西县的大型工厂进行一项价值 550 亿美的大型半导体项目,但由于联邦 层面存在"巨大的不确定性",该公司放弃了这一计划。 密歇根州州长惠特默(Whitmer)在周三的一份声明中表示,一家原本选择在蒙迪镇建厂的公司决定不在美国任何地方建 造半导体工厂。惠特默表示:"董事会是在全国经济动荡的背景下做出这一决定的,而关税上调的威胁又使经济形势恶 化。" 公众号记得加星标⭐️,第一时间看推送不会错过。 来源:内容 编译自 ourmidland 。 然而,密歇根州众议院议长马特·霍尔(R-Richland Township)辩称,总统的关税并非罪魁祸首,其目的是惩罚将工作岗 位外包的公司,同时奖励在美国建设和投资的公司。"特朗普总统的大胆领导力使在美国创造就业机会比以往任何时候都 更加容易和更具吸引力。我们只需要专注于确保密歇根州成为最佳建设和发展之地的州领导人,"霍尔说。"正因如此,众 议院共和党人将继续在国会大厦争取减少不必要的繁文缛节,扭转2023年民主党对小企业增税的政策,并改善州政府服 务,以帮助尽可能多的就业创造者选择密歇根州作为永久居所。" 今年4月,宾夕法尼亚 ...
中产「乖乖女」,爱上「混混鞋」?
36氪· 2025-07-17 00:00
以下文章来源于凤凰生活报告 ,作者凤凰WEEKLY 凤凰生活报告 . 忽然大家多了一双相似的虎爪纹的平底鞋。 你不确定是谁先穿的,但你绝对已经见过它很多次了。 有人穿着它健身,有人拿它配长裙,有人蹬着它逛街买菜。 想跟老婆分享,结果回头发现老婆脚上也有一双…… 是衣食住行,也是时尚与商业。 往年靠奥莱出货, 如今摇身一变,成了鞋界labubu。 文 | 王动 编辑 | 杜都督 来源| 凤凰生活报告(ID:PhoenixLifestyleRpt) 封面来源 | 品牌官网 最近的中女,几乎人脚一双薄底遛狗鞋。 办公室、咖啡店、电梯间,明星的街拍,甚至你妈的健步群里, 这是人称"日本回力"的 鬼塚虎 ,往年靠奥莱出货,如今摇身一变,成了鞋界labubu。 经典的Mexico 66,中意的配色不是缺货就是加价; 曾经五六百的基础款,如今动辄七八百,比较紧俏的配色,上千也不奇怪。 卖得越贵,买的越多;买的越多,卖得越贵……简直是鬼打墙。 再看财报,数据显示,旗下品牌鬼塚虎全球市场销售额同比增长超过50%,其中大部分销售来自中国。 中国女人,快把 鬼塚虎 穿成足力健了? 从"混的鞋",到中女战靴 在这波重新翻红之前,鬼塚 ...