從連虧到季賺2.3億美金，百濟神州只用了不到兩年，它做對了什麼？ 富途牛牛

從連虧到季賺2.3億美金，百濟神州只用了不到兩年，它做對了什麼？ Moomoo

Identical twins Nancy and Margo benefitted from the procedure while in the womb as part of a world-first medical trial.

Rivian (NASDAQ: RIVN) is capitalizing on increasing EV momentum.

PCB概念股盘初拉升，艾森股份盘中创新高，崇达技术、宝鼎科技2连板，平安电工涨停，泰金新能涨超10%。

格隆汇7月10日｜近期港股市场略见改善，摩根士丹利中国首席股票策略师王滢发表报告表示，空头平仓和持续的南向资金流入帮助港股重新获得动力。全球投资者对中国股票的兴趣正在上升，故预期在未来几个月内，资金将逐渐重新配置到中资股。考虑到仓位为极度低配，建议现时可逐步吸纳。 踏入8月，预期整体市场环境将进一步改善从而带动更良好的复苏，主要因为：(1)电商在第二季业绩已确认价格战对盈利的破坏已见顶；(2)人工智能(AI)商业化前景取得进一步进展；(3)7月沉重的IPO股份解禁压力或将会大部分消化。但若市场要进一步出现显著反弹，国内须看到盈利预期修正势头触底，以及AI商业化前景的改善。外围因素则须透过更明确的美联储政策路径，利率和债券收益率进一步稳定，还有主要美国科技公司确认计划中的资本支出扩张，以及在夏季时高杠杆市场板块的去杠杆压力得到遏制。

Amazon (NASDAQ: AMZN) plans to borrow an additional $25 billion to support its data center expansion.

格隆汇7月10日｜受隔夜美股光通信概念股走强带动，港股市场光通信概念股今早集体上涨。其中，剑桥科技涨超9%，长飞光纤光缆涨超8%，华虹宏力涨超4%，汇聚科技涨超3%。

格隆汇7月10日｜据河南省纪委监委消息：郑州市政协原党组副书记、副主席陈西川涉嫌严重违纪违法，目前正接受河南省纪委监委纪律审查和监察调查。

日本财务大臣片山皋月周五表示，日本希望鼓励包括政府养老投资基金（GPIF）在内的养老基金增加对国内金融资产的投资。 “我们希望确保民众能直接从日本的经济增长中受益，”片山在周五的例行发布会上对记者表示。 受此影响，日元兑美元升至日内新高161.85。 “首要任务之一是鼓励家庭以及包括GPIF在内的养老基金增加对日本金融资产的投资。我们打算推行支持这一目标的政策，”她指出。 片山的这番言论表明，随着日本进入以正利率和日本央行逐步实现政策正常化为特征的经济增长新阶段，日本政府有意引导更多家庭和机构储蓄流入国内资产。 日本股市近来表现强劲，日经225指数不久前首次突破70000点大关。 责任编辑：于健 SF069

HCL Technologies Ltd. , Wipro Ltd. and Tech Mahindra Ltd. are set to report earnings as their investor base increasingly questions the value of traditional IT services in the age of artificial intelligence. The sector is weighed down by macroeconomic uncertainty, exacerbated by the Middle East conflict, and the disruptive impact of AI adoption. The twin pressures have weighed on sentiment, driving down shares this year. Negative sentiment toward the sector deepened after US-listed peer Accenture Plc forecast slower-than-expected quarterly revenue, reinforcing concerns over weakening demand and sending the NSE IT Index even lower . On Thursday, Tata Consultancy Services Ltd. met net income expectations, helped by cost-cutting efforts that helped it weather a slowdown in the core IT business. “Our recent interactions suggest that pressures on IT services budgets persist, which is driving pressures on discretionary IT spending,” Jefferies wrote in a note. Earnings at Taiwan Semiconductor Manufacturing Co. will serve as a key reality check for Taiwan’s stock market, which remains in the grip of the AI boom. Highlights to look out for: Saturday: Avenue Supermarts ( DMART IN ) is on track to post its highest net income on record, estimates show. The company’s same-store sales growth and store expansion plans for 2027 will be key, after an accelerated expansion in the previous financial year, Citi said. Monday: HCL Technologies’ ( HCLT IN ) quarterly revenue is expected to have risen 13%. Margins may have improved on rupee depreciation and cost-saving measures, according to Elara Securities. The company is expected to maintain its full-year growth guidance in constant-currency terms of 1% to 4%. Tuesday-Wednesday: No notable earnings. Thursday: TSMC’s ( 2330 TT ) second-quarter net income is set to grow 56% and hit another record high. Watch for third quarter guidance and margin outlook in the second half as US fab costs build, said BI. JPMorgan expects the semiconductor g...

Developments from these companies sent semiconductor stocks lower.

锂矿概念再度下挫，融捷股份连续3日跌停，雅化集团、大中矿业、国城矿业、永兴材料跟跌。

盘面上，苹果产业链、6G、光芯片、CPO、内存概念涨幅居前。 7月10日，A股四大指数开盘涨跌不一，沪指跌0.13%，深成指涨0.53%，创业板指涨0.59%，科创综指跌0.06%。 盘面上，苹果产业链、6G、光芯片、CPO、内存概念涨幅居前，油气、教育、煤炭股低迷。市场逾2900股下跌。 个股方面，新股托伦斯上市首日开盘涨800%，现报203.40元，该股发行价为22.60元。 兆易创新高开超3%，公司预计上半年净利润同比增长1099%左右。 ST银江低开近17%，公告称，因涉嫌信息披露违法违规，公司及控股股东被证监会立案。 光大证券认为，随着国内流动性环境保持宽松、硬科技扶持政策持续落地，叠加中报业绩预告进入集中披露高峰期，半导体产业链业绩持续超预期，强化资金抱团硬科技股，但当前多数板块的极致分化难改，短线或仍以结构性行情为主。

Wildfire comes as Spain suffers a heatwave, with scorching temperatures triggering orange weather warnings Twelve people were reported killed in a wildfire in Almeria in southern Spain , as about 150 firefighters battled the blaze which broke out amid soaring temperatures. “The number of people who died in the fire in Los Gallardos has risen to 12 after the confirmation of six more deaths,” the regional government of Andalusia said in a statement. Continue reading...

投资者如今正日益借助人工智能来执行从选股到风险管理的各种任务，摩根大通则一直在测试AI模型能否做点更厉害的事：自行配置资产 图：IC photo

VIJ/iStock via Getty Images Group 1 Automotive, Inc. ( GPI ) is gradually transitioning into a Parts & Service company using car sales as a funnel to attract customers to maintenance workshops. This shift is driven by explosive growth in maintenance and parts margins. Although this segment represents only 13% of the company's revenue, it generated 46% of its total gross profit, with a profit margin of 56.8%. The company covers 95% of its fixed costs through this segment alone, providing immunity against sales downturns. In addition, GPI owns 72% of its dealership locations, with a total real estate value of $2.7 billion. This ownership reduces the risk of rent inflation and provides the company with financial flexibility that many competitors lack. However, I assign the stock a Hold rating with a potential valuation of $346 per share, waiting for better entries. (GPI) Q1 2026 Presentation Financial Review When looking deeper at Q1 revenue of $5.407 billion , which declined 1.8% YoY and adjusted diluted EPS of $8.66, we find that there are positive factors that are stronger than the apparent figures suggest. The new vehicle revenues declined by 4.4%. However, the company managed to increase its gross profit per unit sequentially to $3,313, as it maintained this metric above the $3,250 mark for the third quarter, which demonstrates GPI's pricing power and its flexibility in managing inventory. In the used-car segment, revenue rose slightly to $1.77 billion, but gross profit per unit contracted by 3% due to challenges in sourcing low-cost inventory, as weak new-car sales led to a decline in trade-ins. However, management is offsetting this pressure by relying on auctions for only 11% of its inventory, preferring organic sources to ensure inventory quality. In the same vein, the UK market showed surprising resilience, as the used cars in the same store volume increased by 5%, reflecting efficiency in inventory turnover. After-Sales Services (Parts & Services) This segme...

格隆汇7月10日｜国家统计局数据显示，2026年全国夏粮播种面积、单位面积产量、总产量如下：全国夏粮播种面积26532.4千公顷（39798.6万亩），比2025年减少46.0千公顷（69.0万亩），下降0.2%。其中小麦播种面积23006.8千公顷（34510.2万亩），比2025年减少66.6千公顷（99.8万亩），下降0.3%。 全国夏粮单位面积产量5681.6公斤/公顷（378.8公斤/亩），比2025年增加47.5公斤/公顷（3.2公斤/亩），增长0.8%。其中小麦单位面积产量6039.6公斤/公顷（402.6公斤/亩），比2025年增加51.4公斤/公顷（3.4公斤/亩），增长0.9%。 全国夏粮总产量15074.6万吨（3014.9亿斤），比2025年增加100.0万吨（20.0亿斤），增长0.7%。其中小麦产量13895.2万吨（2779.0亿斤），比2025年增加78.3万吨（15.7亿斤），增长0.6%。

光刻机概念股盘初拉升，国林科技涨超10%，茂莱光学、旭光电子、美埃科技、赛微电子、晶方科技跟涨。相关ETF方面，科创半导体ETF华夏（588170）涨1.79%，成交额12.41亿元，半导体设备ETF广发（560780）涨2.67%，成交额1.46亿元。

The ASA says adverts claiming small devices can rapidly cool rooms were too good to be true.

2026年全国夏粮播种面积基本稳定，单产稳中有升，夏粮产量3014.9亿斤，首次突破3000亿斤。(央视新闻)

Lean hog futures were mixed at the final bell on Thursday, with contracts down $1.50 in August to as much as 30 cents higher in the deferreds. USDA’s national base hog price was reported at $97.05 on Thursday afternoon, down 74 cents from the day prior. The CME Lean Hog...

Live cattle futures were falling on Thursday, with contracts down $1.80 to $2.47 at the close. Cash trade kicked off on Thursday at $247-248 across the country, a $7-8 drop from last week. The Thursday Fed Cattle Exchange online auction showed no sales on the 1,356 head, with bids at...

Corn futures closed the Thursday session with contracts 2 to 4 ¼ cents lower, as nearby July was down 7 cents. The CmdtyView national average Cash Corn price was 3 1/4 cents lower at $4.01 3/4. USDA’s Export Sales report from this morning showed a total of 565,810 MT of...

The wheat complex led the grain complex higher on Thursday, holding with gains across the three exchanges. Chicago SRW contracts posted gains of 4 ¾ to 12 cents on the day. KC HRW futures saw higher trade at the close, with contracts up 6 ½ to 9 cents. MPLS spring...

Cotton futures were down 4 to 24 points across the board at the Thursday close. Crude oil corrected back lower on Thursday despite back and forth strikes between the US and Iran overnight, down $1.71 at the close. The US dollar index was down $0.034. Export Sales data showed 66,422...

Soybeans were down 10 to 15 ¼ cents in the front months, with other contracts fractionallt to 8 cents lower. The cmdtyView national average Cash Bean price was down 14 1/2 cents at $11.31. Soymeal futures were $3.70 to $5.10 higher across most contracts, with Soy Oil futures 90 to...

Advanced Micro Devices vs. Nvidia: What Revenue Growth Rates and Scale Reveal for Investors The Motley Fool