股价表现 - 公司股价在最近交易日收于18 34美元 单日涨幅达2 98% 超过标普500指数0 61%的涨幅 [1] - 过去一个月公司股价累计下跌14 62% 同期医疗板块下跌0 67% 而标普500指数上涨3 85% [1] 财务预期 - 公司预计下一季度每股收益为0 14美元 同比增长7 69% 营收预计达1 211亿美元 同比增长12 98% [2] - 全年每股收益预期为0 61美元 同比增长24 49% 全年营收预期5 058亿美元 同比增长18 61% [3] 分析师评级 - 公司当前Zacks评级为4级(卖出) 过去一个月Zacks共识EPS预期下调8 27% [5] - 所属医疗-生物医学与遗传学行业Zacks行业排名75位 处于所有250个行业的前31% [6] 估值水平 - 公司当前远期市盈率为29 2倍 显著高于行业平均19 46倍的水平 [6] - Zacks行业排名显示前50%的行业表现优于后50% 幅度达2:1 [7]

In the latest close session, OneSpan (OSPN) was down 1.99% at $17.69. The stock trailed the S&P 500, which registered a daily gain of 0.61%. At the same time, the Dow added 0.49%, and the tech-heavy Nasdaq gained 0.95%. Heading into today, shares of the internet security company had gained 8.87% over the past month, outpacing the Computer and Technology sector's gain of 5.6% and the S&P 500's gain of 3.85%.The upcoming earnings release of OneSpan will be of great interest to investors. The company is predic ...

Hitting a 52-week and all-time high of $164 a share (post-split basis), Nvidia (NVDA)  became the first company in history to reach a $4 trillion market cap on Wednesday, beating Microsoft (MSFT)  and Apple (AAPL)  to the punch.Lifting the Nasdaq to a new all-time high as well, Nvidia stock is up +20% year to date and has skyrocketed more than +1,400% in the last five years.This certainly makes it a worthy topic of whether investors should buy, hold, or take profits in NVDA after hitting such a gigantic mar ...

In the latest close session, Dell Technologies (DELL) was up +1.8% at $126.63. The stock exceeded the S&P 500, which registered a gain of 0.61% for the day. Meanwhile, the Dow experienced a rise of 0.49%, and the technology-dominated Nasdaq saw an increase of 0.95%. The computer and technology services provider's shares have seen an increase of 9.84% over the last month, surpassing the Computer and Technology sector's gain of 5.6% and the S&P 500's gain of 3.85%.Analysts and investors alike will be keeping ...

Nvidia (NVDA) closed the most recent trading day at $162.83, moving +1.77% from the previous trading session. The stock outpaced the S&P 500's daily gain of 0.61%. Meanwhile, the Dow experienced a rise of 0.49%, and the technology-dominated Nasdaq saw an increase of 0.95%. The maker of graphics chips for gaming and artificial intelligence's shares have seen an increase of 11.14% over the last month, surpassing the Computer and Technology sector's gain of 5.6% and the S&P 500's gain of 3.85%.Investors will b ...

In the latest trading session, Powell Industries (POWL) closed at $211.91, marking a -2.08% move from the previous day. The stock fell short of the S&P 500, which registered a gain of 0.61% for the day. Meanwhile, the Dow experienced a rise of 0.49%, and the technology-dominated Nasdaq saw an increase of 0.95%. Heading into today, shares of the energy equipment company had gained 16.5% over the past month, outpacing the Industrial Products sector's gain of 5.35% and the S&P 500's gain of 3.85%.Investors wil ...

股价表现 - 皇家加勒比(RCL)最新收盘价为33357美元，单日涨幅102%，表现优于标普500指数(061%)、道指(049%)和纳斯达克指数(095%) [1] - 过去一个月公司股价累计上涨2243%，远超非必需消费品板块(512%)和标普500指数(385%)的涨幅 [1] 财务预期 - 即将公布的季度EPS预计为405美元，同比增长2617%，营收预计454亿美元同比增长1058% [2] - 全年EPS共识预期1543美元(同比+3076%)，营收预期1805亿美元(同比+948%) [3] - 过去30天内EPS共识预期上调01% [5] 估值指标 - 公司当前远期市盈率214倍，低于行业平均的2176倍 [6] - PEG比率为098，显著低于行业平均199的水平 [6] 行业地位 - 所属休闲娱乐服务行业在Zacks行业排名中位列前28%(排名68/250+) [7] - 行业分类属于非必需消费品板块 [7] 分析师评级 - 当前Zacks评级为3级(持有) [5] - 评级系统考虑分析师预期变化，历史数据显示1级(强力买入)股票年均回报率达25% [5]

文章核心观点 - Telix公司的下一代PSMA PET成像剂Gozellix获美国CMS授予永久HCPCS代码，利于其在美国的临床应用、商业推广和报销 [1][2][4] 产品信息 - Gozellix用于疑似转移且适合初始确定性治疗、以及基于血清PSA水平升高疑似生化复发的前列腺癌男性患者的PSMA阳性病变PET扫描，延长的保质期和灵活的生产选项克服了PSMA - PET成像的物流障碍 [3] - Telix第一代PSMA - PET成像剂Illuccix已在全球多个市场获批，Gozellix获美国FDA批准 [5] 代码意义 - 自2025年10月1日起，CMS和商业健康保险公司将认可分配给Gozellix报销的HCPCS二级代码A9616，该代码分配是支持Gozellix提供者计费和报销的重要里程碑，也是迈向获得过渡性直通支付状态的进一步举措 [2] 公司表态 - 公司首席执行官表示，获得HCPCS代码是Telix改善美国前列腺癌患者获得精准医学成像机会使命的重要一步，也是Gozellix在美国商业扩大规模和报销的重要推动因素 [4] 公司概况 - Telix是一家专注于治疗和诊断放射性药物及相关医疗技术开发和商业化的生物制药公司，总部位于澳大利亚墨尔本，在美、巴西、加拿大、欧洲和日本开展国际业务，开发临床和商业阶段产品组合，旨在满足肿瘤学和罕见病的重大未满足医疗需求，在澳大利亚证券交易所和纳斯达克全球精选市场上市 [4] 联系方式 - 投资者可访问公司官网获取最新股价、文件、报告等信息，也可在LinkedIn、X和Facebook上关注公司 [6] - 公司投资者关系联系方式：Ms. Kyahn Williamson（邮箱：kyahn.williamson@telixpharma.com）；美国投资者关系联系方式：Annie Kasparian（邮箱：annie.kasparian@telixpharma.com）；媒体联系方式：Eliza Schleifstein（电话：917.763.8106，邮箱：Eliza@schleifsteinpr.com） [7] 不良反应 - 对960名患者的研究显示，镓Ga - 68戈泽otide最常见不良反应为恶心、腹泻和头晕，发生率<1% [12] 药物相互作用 - 雄激素剥夺疗法和其他针对雄激素途径的疗法可能导致前列腺癌中镓Ga - 68戈泽otide摄取变化，其对镓Ga - 68戈泽otide PET性能的影响尚未确定 [13]

微软AI应用与成本节约 - 公司正在增加人工智能工具的内部使用以降低成本并提高生产力，同时削减数千个跨部门岗位 [1] - AI去年仅在呼叫中心就帮助公司节省超过5亿美元，并提升了员工和客户满意度 [3] - AI用于管理小型客户交互的早期项目已产生数千万美元收入 [3] AI对销售与开发效率的影响 - AI工具（如Copilot助手）使销售人员效率提升：每名销售线索增加、交易速度加快、收入增长9% [4] - GitHub Copilot拥有1500万用户，AI生成新产品35%的代码，加速开发进程 [5] - 公司高管表示AI正在提升销售、客户服务和软件开发等多职能的生产力 [2] 行业裁员与AI替代趋势 - 公司今年已宣布裁员约1.5万人，最新一轮涉及销售等面向客户的岗位 [3] - Salesforce已将30%内部工作交由AI处理，减少部分职位招聘 [4] - 科技行业外，福特、摩根大通等公司也警告AI可能导致大规模裁员 [4] 科技行业AI编码应用 - Alphabet和Meta高管指出AI已负责编写大量代码 [5] - 公司拒绝就相关报道置评 [5]

Every time Nvidia Corporation (NASDAQ: NVDA ) hits a new high, someone cries bubble. But then the numbers come in. And they beat the chatter.Hi there, welcome to my profile.I am a finance professional with over ten years of experience in the markets, specializing in macroeconomic analysis, portfolio management, and equity research.I work as a portfolio manager at an Italian asset management firm, where I oversee multi-asset strategies and equity portfolios, with a strong focus on macro context and systemic ...