财报发布安排 - 波音公司将于2025年7月29日星期二发布2025年第二季度财务业绩 [1] - 财报电话会议将于美国东部时间上午10:30开始 由首席执行官Kelly Ortberg和首席财务官Brian West主持 [1] 投资者沟通渠道 - 财报网络直播 新闻稿 演示材料及后续文字记录可在波音公司投资者关系网站的"活动与演示"部分获取 [2] - 建议参与者在活动开始前确认网络直播和材料的访问权限 [2] 联系方式 - 投资者关系联系方式为[email protected] [3] - 媒体沟通联系方式为[email protected] [3]

Quantum computing leader Rigetti Computing Inc (NASDAQ:RGTI) is surging this morning, up 8.3% at $12.27 at last look, after Cantor Fitzgerald initiated coverage on the equity with an "overweight" rating and $15 price target. Though the firm acknowledged that quantum computing technology is in its early stages in general, it also said the sector represents "one of the most highly coveted technical milestones." Cantor is joining an already optimistic pool of five covering analysts, which all sport a "buy" or ...

Zacks Premium服务 - Zacks Premium提供多种工具帮助投资者提升信心和决策能力 包括每日更新的Zacks Rank和Zacks Industry Rank 以及完整的Zacks 1 Rank清单、股票研究报告和高级选股器 [1] - 该服务还包含Zacks Style Scores评分系统 作为Zacks Rank的补充指标 [1][2] Zacks Style Scores评分体系 - 评分分为A/B/C/D/F五档 基于价值、成长和动量三大特征 评分越高则股票未来30天跑赢市场的概率越大 [2] - 价值评分(Value Score)通过P/E、PEG、Price/Sales等估值比率筛选被低估股票 [3] - 成长评分(Growth Score)分析盈利预测、销售和现金流等指标识别可持续增长公司 [4] - 动量评分(Momentum Score)依据股价周变动和盈利预测月变化捕捉趋势机会 [5] - VGM评分综合三大风格评分 采用加权方法筛选兼具价值、成长和动量优势的股票 [6] Zacks Rank评级系统 - 该系统通过盈利预测修正数据构建投资组合 自1988年以来1(强力买入)评级股票年均回报达25.41% 超标普500两倍 [8] - 每日有超过200家公司获1评级 另有600家获2(买入)评级 合计超800只高评级股票 [8] 评分与评级协同效应 - 最优策略为选择同时具备Zacks Rank 1/2和Style Scores A/B评级的股票 [9] - 即使对3(持有)评级股票 也需确保其Style Scores达到A/B级以最大化上涨潜力 [9] - 需避免4(卖出)/5(强力卖出)评级股票 即便其风格评分优异 因盈利预测持续下调 [10] 案例公司Acuity Brands (AYI) - 该公司主营照明设备及控制系统制造 产品涵盖室内外节能解决方案 [11] - 当前获Zacks Rank 3评级 但VGM评分达A级 动量评分B级 近四周股价上涨16% [12] - 过去60天内4位分析师上调2025财年盈利预测 共识预期提升0.31美元至17.34美元/股 历史盈利超预期幅度达5.6% [12][13]

Zacks投资研究服务 - Zacks Premium提供多种投资研究工具，包括每日更新的Zacks Rank和Zacks Industry Rank、Zacks 1 Rank List、股票研究报告和高级股票筛选器，帮助投资者更明智、更自信地进行投资 [1] - 该服务还包括Zacks Style Scores，这是一组补充指标，帮助投资者挑选未来30天最有可能跑赢市场的股票 [2] Zacks Style Scores分类 - **价值评分(Value Score)**：通过P/E、PEG、Price/Sales、Price/Cash Flow等比率识别最具吸引力和折扣的股票 [3] - **成长评分(Growth Score)**：分析预测和历史收益、销售额和现金流，寻找具有可持续增长潜力的股票 [4] - **动量评分(Momentum Score)**：利用一周价格变动和月度盈利预期百分比变化等因子，识别高动量股票的最佳建仓时机 [5] - **VGM评分(VGM Score)**：综合价值、成长和动量评分，帮助投资者找到最具吸引力价值、最佳增长前景和最强劲动量的公司 [6] Zacks Rank与Style Scores的结合 - Zacks Rank利用盈利预期修订的力量帮助投资者构建成功的投资组合 [7] - 自1988年以来，1(强力买入)股票的平均年回报率为+25.41%，超过标普500指数表现的两倍 [8] - 投资者应选择Zacks Rank 1或2且Style Scores为A或B的股票，以最大化上涨潜力 [9][10] 关注股票：Freeport-McMoRan (FCX) - FCX是一家从事矿产勘探和开发的公司，主要业务包括铜、金、钼和银的采矿和冶炼，主要资产为印尼Grasberg矿，拥有全球最大的铜和金储量 [11] - FCX在Zacks Rank中为3(持有)，VGM评分为B，动量评分为B，过去四周股价上涨9.5% [12] - 对于2025财年，三位分析师在过去60天内上调了盈利预期，Zacks共识预期增加0.07美元至每股1.69美元，平均盈利意外为10.5% [12][13]

Zacks Premium服务概述 - Zacks Premium提供多种工具帮助投资者更聪明、更自信地进行投资，包括每日更新的Zacks Rank和Zacks Industry Rank、Zacks 1 Rank List、股票研究报告和高级股票筛选器 [1] - 该服务还包含Zacks Style Scores，帮助投资者挑选未来30天最有可能跑赢市场的股票 [2][3] Zacks Style Scores详解 - Zacks Style Scores基于价值、增长和动量特征对股票进行评级，分为A、B、C、D或F，评分越高股票表现越好的概率越大 [3] - 价值评分(Value Score)关注市盈率(P/E)、PEG比率、市销率(Price/Sales)等指标，寻找被低估的股票 [4] - 增长评分(Growth Score)分析公司未来前景和财务健康状况，关注预测和历史盈利、销售额和现金流等指标 [5] - 动量评分(Momentum Score)利用一周价格变化和月度盈利预期百分比变化等因子，识别趋势良好的股票 [6] - VGM评分是三种评分的综合加权指标，帮助筛选最具吸引力价值、最佳增长前景和最强劲动量的公司 [7] Zacks Rank与Style Scores的协同作用 - Zacks Rank通过盈利预期修正来评估股票，帮助构建投资组合 [8] - 自1988年以来，1(强力买入)股票平均年回报率达+25.41%，超过标普500指数两倍以上 [9] - 建议优先选择Zacks Rank 1或2且Style Scores为A或B的股票，以最大化成功概率 [11][12] - 即使Zacks Rank 3(持有)的股票，也应确保其Style Scores为A或B以保留上行潜力 [11] 重点关注股票：Waters Corp (WAT) - Waters Corp是分析仪器制造商，提供质谱(MS)、液相色谱(LC)和热分析技术解决方案 [13] - 该股当前Zacks Rank为3(持有)，但VGM评分为A，动量评分也为A，过去四周股价上涨2.2% [13][14] - 过去60天内四位分析师上调2025财年盈利预期，Zacks共识预期增加0.06美元至12.90美元/股，平均盈利意外达4% [14]

Key Takeaways Freshworks launched Freshservice Journeys to simplify critical employee events like onboarding. Freshservice Journeys offers AI-driven automation, no-code workflows, and cross-team visibility. Over 60% of FRSH's ARR comes from mid-market and enterprise clients seeking smoother services.Recognizing the growing need for seamless employee experience (EX), Freshworks (FRSH) recently launched Freshservice Journeys, a transformative, AI-assisted capability built into its IT and employee service ma ...

Key Takeaways SKYT trades at a 1.39X forward P/S, far below the 8.76X industry average and key semiconductor peers. ThermaView drove a 70% QoQ jump in Wafer Services revenues, now over half from new product offerings. Fab 25 adds 400K wafer starts and $1B in contracts, enhancing SKYT's scale and U.S. foundry positioning.SkyWater Technology (SKYT) shares are currently cheap, as suggested by the Value Score of B. In terms of forward 12-month price/sales (P/S), SKYT is trading at 1.4X, which is significantly ...

Key Takeaways ALLE acquired ELATEC for $379.1M to enhance its access technology and RFID capabilities. The deal supports ALLE's strategy to grow in non-residential markets like healthcare and hospitality. ELATEC is expected to add $69-$75M in 2026 sales and lift ALLE's adjusted EPS that same year.Allegion plc (ALLE) recently completed the acquisition of ELATEC, including Elatec GmbH and other group entities (ELATEC), from Summit Partners through one of its subsidiaries for €330 million (approximately $379 ...

Key Takeaways Estimates for CW's 2025 EPS rose 3.7% to $12.61, with revenues projected to grow 8.5% to $3.38 billion. Strong U.S. nuclear aftermarket sales and the Ultra Energy acquisition are boosting CW's momentum. CW's ROE of 18.02% and low debt levels show financial strength versus aerospace defense peers.Curtiss-Wright Corp. (CW) benefits from commercial nuclear aftermarket sales and shareholder-friendly efforts, which have contributed significantly to the company's overall expansion. Given its signi ...

Key Takeaways Orange launched a Defense & Security Division under Orange Business to target critical sectors. The unit aims to deliver secure networks, data hosting, emergency comms and advanced cyber tools. Orange leverages vast fiber, satellite, 5G assets plus Orange Cyberdefense's 8% B2B growth in France.Orange S.A. (ORANY) recently launched a new Defense & Security Division under Orange Business. The initiative aligns with Orange’s long-term “Lead the Future” roadmap with an emphasis on sovereign-crit ...