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JPMorgan Assumes Concentra with Overweight Rating, $31 PT on Favorable Outpatient Environment
Yahoo Finance· 2025-09-22 15:19
Concentra Group Holdings Parent Inc. (NYSE:CON) is one of the best new stocks to buy right now. On September 18, JPMorgan analyst Benjamin Rossi assumed coverage of Concentra with an Overweight rating and unchanged price target of $31. JPMorgan believes that the current outpatient environment is most favorable for companies with lower reimbursement exposure to federal funding. Earlier in Q2 2025, Concentra Group ended the quarter with total revenue growth of 15.2% year-over-year. Excluding contributions f ...
Morgan Stanley Raises Amentum Holdings (AMTM) PT to $20 Despite Underweight Rating
Yahoo Finance· 2025-09-22 15:19
Amentum Holdings Inc. (NYSE:AMTM) is one of the best new stocks to buy right now. On September 18, Morgan Stanley raised the firm’s price target on Amentum to $20 from $19, while keeping an Underweight rating on the shares after fine-tuning the firm’s estimates. Prior to this rating, the company also reported its Q3 2025 earnings results, where Amentum made a revenue of $3.561 billion, which was a 66% increase year-over-year. This growth was attributed to the combination of Jacobs’ Critical Mission Soluti ...
奥美医疗:“注入AI芯片及人形智能机器人优质资产”传闻不属实
证券时报网· 2025-09-22 15:19
公司动态 - 奥美医疗否认筹划资产重组计划 传闻称公司拟注入AI芯片及人形智能机器人资产但公司明确表示不属实且无此计划 [1]
CG Oncology (CGON) PT Raised to $79 by Morgan Stanley on Strong Clinical Pipeline for Bladder Cancer Treatment
Yahoo Finance· 2025-09-22 15:19
CG Oncology Inc. (NASDAQ:CGON) is one of the best new stocks to buy right now. On September 17, Morgan Stanley raised the firm’s price target on CG Oncology to $79 from $56, while maintaining an Overweight rating on the shares. Earlier in August, CG Oncology announced significant clinical advancements in its bladder cancer pipeline and financial results for Q2 2025. The company is focused on developing cretostimogene grenadenorepvec, which is an investigational oncolytic immunotherapy for Non-Muscle Invas ...
立讯精密在昆山新设精密智造公司 注册资本2亿元
证券时报网· 2025-09-22 15:19
公司动态 - 立讯精密旗下苏州联滔电子有限公司全资持股成立立滔精密智造(昆山)有限公司 [1] - 新成立公司法定代表人为黄威 [1] - 新公司注册资本为2亿元人民币 [1] 业务布局 - 新公司经营范围涵盖电子元器件制造与零售 [1] - 业务范围包括计算机软硬件及外围设备制造 [1] - 同时涉及计算机软硬件及辅助设备零售业务 [1]
Solventum Raises 2025 Guidance, Gets $82 PT from Wells Fargo After $4B P&F Business Sale
Yahoo Finance· 2025-09-22 15:19
Solventum Corporation (NYSE:SOLV) is one of the best new stocks to buy right now. On September 15, Wells Fargo raised the price target on Solventum to $82 from $79, while maintaining an Equal Weight rating on the shares. This sentiment by the firm was posted to reflect the sale of the company’s Purification & Filtration/P&F business. On September 2, Solventum completed the sale of its P&F business to Thermo Fisher Scientific Inc. (NYSE:TMO). The transaction was finalized for a sale price of $4 billion in ...
Barclays Reiterates Buy, $50 PT on Marex Group (MRX) as Q2 Revenue Jumps 18% on Prime Services
Yahoo Finance· 2025-09-22 15:18
Marex Group (NASDAQ:MRX) is one of the best new stocks to buy right now. On September 9, Barclays analyst Benjamin Budish maintained a Buy rating on Marex Group with a price target of $50. Earlier in August, Marex Group announced very strong financial results for Q2 and H1 2025, with the successful acquisition of the Prime Services business from TD Cowen in late 2023 being a particular highlight. Marex generated ~$1 billion in H1 revenue, with Q2 revenue increasing 18% year-over-year to make $500.1 millio ...
淘宝上线“到店团购” 外卖“闪电战”再次上演?
中国经营报· 2025-09-22 15:18
淘宝闪购上线到店团购业务 - 淘宝闪购于9月20日正式上线"到店团购"功能 入口位于第一排金刚位最右侧 同步推出"9.9起到店吃"等新人福利 [1] - 业务首批覆盖上海 深圳 嘉兴三个城市核心商业区域 品类包括茶饮 甜品 正餐 自助餐及特色小吃等多个餐饮品类 [1] - 该业务是平台水到渠成的发展 旨在更好服务消费者和支持商家发展 [1] 业务发展背景与战略定位 - 阿里电商事业群CEO蒋凡曾在财报会透露 闪购业务已有约1.5亿DAU 用户存在到店自提和团购需求 平台正从满足需求角度探索多样化服务 [1] - 淘宝切入团购业务直接与美团竞争 而高德此前推出"扫街榜"被视为曲线进军到店业务 [1][3] - 平台计划通过天猫品牌线下门店入驻实现线上线下一体化 预计未来三年百万家品牌线下门店入驻 为平台带来1万亿元交易增量 [9] 市场竞争现状对比 - 实际比价显示 美团团购价格通常更优惠 且评价系统更完善 例如某餐馆在美团有1273条评价而淘宝仅33条 [4] - 美团团购生态更丰富 包含特价团频道及美食 休闲玩乐 丽人美发等多品类 还支持"先团后约配送到家"服务 [4][5] - 用户心智是美团核心优势 消费者已形成"首选美团买券"的消费习惯 抖音等平台虽通过低价补贴冲击市场但核销率仍低于美团 [5][6] 业务挑战与发展路径 - 到店业务需要用户习惯积累和商家资源推进 难以通过补贴实现短期闪电战突破 [1][6] - 餐厅老板透露团购利润薄 不同平台补贴差异导致价格波动 商家可能通过调整菜品组合或加入酒饮维持利润 [5] - 平台可通过补贴和联合营销短期冲量 但彻底改变用户心智需时间 高德榜单与淘宝闪购协作有望提高经营效率 [5] 战略动机与时机选择 - 业务上线恰逢十一黄金周旅游消费旺季 可丰富消费者体验并助力商家增长 同时通过支付宝 高德等多端联动提升商家流量曝光 [7] - 到店业务具有高频和高利润特点 能与闪购业务协同提高用户黏性 并为淘天实物电商提供更大流量价值 [8] - 双十一临近 平台将推出远近场一体化方案 帮助品牌实现线上线下"一盘货 一盘价格 一盘营销" 到店业务是明确实施方向 [8][9] 核心数据指标 - 淘宝闪购日订单峰值达1.2亿单 日活跃用户约1.5亿名 [7] - 平台计划通过即时零售和到店业务未来三年实现1万亿元交易增量 [9]
Stifel Raises Hinge Health (HNGE) PT to $66 on Strong Business Momentum, Product Innovation
Yahoo Finance· 2025-09-22 15:18
Hinge Health Inc. (NYSE:HNGE) is one of the best new stocks to buy right now. On September 11, Stifel analyst David Grossman raised the firm’s price target on Hinge Health to $66 from $63, while keeping a Buy rating on the shares. The firm believes that there is significant momentum behind Hinge’s business. In Q2 2025, Hinge Health reported a 55% year-over-year increase in revenue, which reached $139 million. The company has significantly expanded its network and now has over 50 partners, which include th ...
本来生活获“北京民营企业文化产业百强”与“社会责任优秀案例”
证券日报网· 2025-09-22 15:18
本报讯 (记者梁傲男)近日,北京市工商业联合会正式发布2025北京民营企业百强榜单,北京本来工 坊科技有限公司(以下简称"本来生活")凭借在IP营销赋能与乡村振兴领域的持续创新与实践,成功入 选"北京民营企业文化产业百强"与"北京民营企业社会责任优秀案例",成为同时斩获双项荣誉的代表性 企业之一。 2025年,本来生活服务乡村振兴边界进一步拓展,农文旅业务全新启航。在北京市农业农村局指导下, 依托数字平台运营与资源整合优势,率先为北京市民与职工打造了"京郊农文旅服务平台",推动京郊农 业资源、旅游体验与文化底蕴深度融合。 在社会责任方面,本来生活持续深化乡村振兴帮扶实践。2024年以来,本来生活深度参与多个原产地县 域产业升级,开发、上线涵盖"三区三州"脱贫县在内的200多款帮扶产品;通过营销赋能、科技赋能等 综合赋能能力,成功带动汤原大米、若尔盖藏绵羊等优质地标产品市场认知提升。目前本来生活与财政 部、国家能源局、中核集团、招商局集团等60余家部委、央企达成合作,累计上线销售4500余款帮扶农 产品。今年7月份,本来生活联合"腾讯为村耕耘者计划"运营方共同发起"企业支持农业"行业倡议,号 召各种组织以资金投 ...