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Adidas slumps 7% as sportswear giant warns tariffs to drive up U.S. prices
CNBC· 2025-07-30 15:20
股价表现 - 阿迪达斯股价周三下跌8.3% [1] 关税影响 - 第二季度因美国关税导致双位数百万欧元损失 [1] - 当前进口关税将推高美国商品成本 [1] - 下半年关税相关成本可能达2亿欧元(2.31亿美元) [1] 消费者需求风险 - 美国关税可能引发通胀飙升 间接影响消费者需求 [2] 全年业绩指引 - 维持全年指引 但指出因美国关税和宏观经济风险存在高度不确定性 [2] - 预计全年货币中性销售额将以高个位数增长 [2] - 预计全年营业利润将增至17亿至18亿欧元之间 [2] 第二季度业绩 - 第二季度销售额同比增长2%至59.5亿欧元 [3] - 汇率负面影响达3亿欧元 [3] - 分析师此前预测销售额为62.3亿欧元 [3] - 营业利润同比增长58%至5.46亿欧元 高于预测的5.18亿欧元 [3] - 美国市场销售增长最为疲软 [3]
Hyper Bit Increases Credit Line with Bit Royalty to $2 Million for Crypto Treasury Purchases, Receives $481,250 from Warrant and Option Exercises and Announces Planned Attendance at Ethereum Event
Newsfile· 2025-07-30 15:05
公司融资与加密货币采购 - Hyper Bit与Bit Royalty签署修订协议,将信贷额度提高至200万加元,用于购买比特币和其他主流加密货币作为公司资产[1] - 公司已通过Bit Royalty完成12.5万加元的提款购买[1] - 根据协议发行的股票需遵守4个月零1天的持有期限制[1] - 信贷额度资金将用于从Bit Royalty或通过公司自有加密钱包直接购买多种加密货币[8] - 提款信贷将按10%的利率计息,并可根据Bit Royalty的指示转换为股权[8] 资金筹集与使用 - 公司通过行使认股权证和期权获得48.125万加元资金[3] - 该笔资金将用于购买额外的加密矿机及补充一般营运资金[3] 公司战略与活动 - 公司计划参加ETH Vancouver Meetup活动,庆祝以太坊成立10周年[6] - 该活动将于2025年7月30日在DCTRL举行,内容包括餐饮、社交和小型演讲[6] - 公司总裁兼CEO表示,增加信贷额度可在不影响公司资金储备的情况下扩大加密货币资产组合[4] 业务范围与合作伙伴 - 公司可购买的加密货币包括HYPE Hyperliquid、ETH以太坊、BTC比特币、DOGE狗狗币、SOL Solana、ADA Cardano和USDC[9] - Hyper Bit是一家多元化科技公司,专注于加密挖矿业务的收购、开发和战略部署[10] - 公司是加拿大区块链协会和美国区块链与加密货币协会的成员[10] 公司背景与市场 - 公司在加拿大(CSE: HYPE)、美国(OTCID: HYPAF)和欧洲(FSE: N7S0)公开上市[11] - 随着区块链、去中心化金融(DeFi)的发展以及机构和个人采用率的提高,公司致力于在整个加密生态系统中创造价值[10]
LIFT Announces Appointment of Anthony Tse as Executive Chairman
Newsfile· 2025-07-30 15:05
Vancouver, British Columbia--(Newsfile Corp. - July 30, 2025) - Li-FT Power Ltd. (TSXV: LIFT) (OTCQX: LIFFF) (FSE: WS0) ("LIFT" or the "Company") is pleased to announce the appointment of Anthony Tse to its Board of Directors as Executive Chairman, effective immediately (the "Appointment"). Mr. Tse brings nearly 30 years of experience in both the private and public companies in high-growth and technology industries, with the most recent 15 years focused on the energy transition sector, predominantly coveri ...
BP Stock: $70 Oil Price Can't Last
Seeking Alpha· 2025-07-30 14:55
I last covered BP 's (NYSE: BP ) stock about 1 year ago in May 2024. That article was entitled “BP Stock: 9x P/E, 5% Yield, Plus Buybacks - Don't Overthink It”. It gave BP stock a buy ratingAs you can tell, our core style is to provide actionable and unambiguous ideas from our independent research. If you share this investment style, check out Envision Early Retirement. It provides at least 1x in-depth article per week on such ideas.We have helped our members not only to beat S&P 500 but also avoid heavy dr ...
Elbit Systems To Report Second Quarter 2025 Financial Results on August 13, 2025
Prnewswire· 2025-07-30 14:48
The Company will host a Conference Call to discuss its financial results on August 13, 2025 at 9:00am ETHAIFA, Israel, July 30, 2025 /PRNewswire/ -- Elbit Systems Ltd. (NASDAQ: ESLT) (TASE: ESLT) ("Elbit Systems" or the "Company") announced today that it will publish its Second Quarter 2025 financial results on Wednesday, August 13, 2025. Results Conference CallThe Company will host a conference call on August 13, 2025, at 9:00am Eastern Time. On the call, management will review and discuss the results and ...
Whirlpool: Likely A Value Trap Hiding Behind Low Valuations
Seeking Alpha· 2025-07-30 14:31
Whirlpool (NYSE: WHR ) is a company that showed up on my stock screeners quite often over the last few years. It always seemed like a great bargain trading at a high dividend yield and a lowPhilipp is a seasoned value investor with nearly 20 years of experience in the field. He takes a global approach to investment opportunities, seeking out undervalued companies that offer a significant margin of safety, leading to attractive dividend yields and returns. While he does not limit his investments to specific ...
Alstom S.A: Alstom and SYTRAL Mobilités sign a contract worth over 300 million euro to modernise line D of the Lyon metro, in France
GlobeNewswire News Room· 2025-07-30 14:30
26 new state-of-the-art rubber-tyred metro trains orderedComplete renovation of line D systems and automationA comprehensive upgrade to improve reliability, capacity, and passenger experience. 30 July 2025 – Alstom, global leader in smart and sustainable mobility, will supply SYTRAL Mobilités with 26 new-generation automatic metros worth 145 million euro and will upgrade systems and automation on line D of the Lyon metro for 158 million euro. A new phase for this historic line, the busiest in Lyon’s metro n ...
Apple: I Started Selling Once I Faced A Reality Check
Seeking Alpha· 2025-07-30 14:30
投资策略 - 长期增长和股息增长投资策略,覆盖美国和欧洲股票市场 [1] - 寻找被低估的股票和高质量股息增长股,这些股票能产生稳定的现金流用于再投资 [1] - 通过多年经验发现,持续的盈利能力(表现为强劲的利润率、稳定且扩大的自由现金流以及高投资资本回报率)比单纯的估值更能驱动回报 [1] 投资组合 - 在eToro上分享投资组合,并被评为受欢迎投资者 [1] - 持有苹果(AAPL)、奥的斯(OTIS)、谷歌(GOOGL)、亚马逊(AMZN)等股票的多头头寸,包括股票所有权、期权或其他衍生品 [2] 投资理念 - 投资目标不仅是积累财富,还包括通过负责任的资产管理为后代创造自由 [1] - 目标不是摆脱工作,而是确保能够在最能发挥自我的环境中工作 [1] - 认为金钱并非唯一重要的事物,但通过明智管理资产,可以确保自由选择生活方式的能力 [1] 教育背景 - 拥有经济学、古典语言学(拉丁语和希腊语)、哲学与神学三个学位,这些跨学科背景增强了分析复杂市场叙事和从数值与人文角度分析公司的能力 [1]
Barrick Mining: New Name, Same Bullish Story, Hiking My Price Target
Seeking Alpha· 2025-07-30 14:13
黄金价格表现 - 黄金价格自4月中旬以来呈现盘整态势 [1] - 4月22日盘中曾飙升至每盎司3500美元的高点 [1] - 当前价格较三个月前的高点有所回落 [1] 全球股市表现 - 全球股市在此期间持续上涨 [1] - 黄金资产相对股票市场出现显著跑输现象 [1] 作者背景信息 - 内容创作者专注于为金融顾问和投资机构提供多格式内容 [1] - 擅长将金融数据转化为叙事性内容 [1] - 专业领域涵盖主题投资、市场事件分析和投资展望 [1] - 重点关注股票板块、ETF及宏观经济对资产类别的影响 [1] - 采用数据驱动和图表化方式呈现复杂金融信息 [1] 注:文档[2][3]内容涉及披露声明和免责条款,根据任务要求已跳过
UiPath: Agentic AI Strategy Is Taking Off, With FCF Growing As Well
Seeking Alpha· 2025-07-30 14:12
As the S&P 500 continues to notch fresh new highs daily, investors shouldn't get overly comfortable with soaring portfolios. In my view, the best way to protect capital is to rotate more of our portfolios into catalyst-driven small and mid-capWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular ...