Workflow
这届漫博会 “含深量”很高 华强方特明年上映长度2小时全AI制作院线电影
深圳商报· 2025-08-09 00:43
华强方特AITOP100在本次展会上重点呈现未来内容生产方式的深刻变化——IP和IP的内容全面走向人 和AI协同创作。 8月8日,第十五届中国国际影视动漫版权保护和贸易博览会(简称"中国国际动漫博览会")在东莞石排 开幕。 全球1/4动漫衍生品产自东莞 本届展会以"潮梦想出发"为主题,汇聚40多个国家和地区的2000多个影视动漫IP,600多家重点企业参 展参会。 美国动画师菲尔·尼布林克、日本M78奥特曼设计师中田和幸等上百位国际大咖亲临现场分享,探讨全 球产业协作。万代、迪士尼、宝可梦、哈利波特等国际知名IP,与泡泡玛特、奶龙、三体等国产精品集 中亮相。现场热闹非凡,场馆内外的大型动漫潮玩IP造型和展馆内动漫潮玩产品,与身着Cosplay服装 的爱好者们一起构筑了动漫次元世界。 作为中国最大的玩具出口基地,全球1/4动漫衍生品、全国85%潮玩都产自东莞。以展会所在的漫博中 心为起点,方圆十里涵盖"IP设计-智能制造-跨境流通"全产业链,从图纸到成品按小时计算,让东莞成 为潮玩产业的风向标、IP商业化的首选地。 记者采访深圳参展商及与会嘉宾,他们普遍期待展会成为构建"产业生态链"的融合样本,更希冀以东莞 石 ...
Fortinet Is Not Dead Yet: Add On Q2 2025 Earnings Pullback
Seeking Alpha· 2025-08-09 00:42
I’m picking up my coverage on Fortinet (NASDAQ: FTNT ) and maintaining the stock with a buy post the 2Q25 earnings pullback. The stock plunged over 25% on Thursday after posting earnings after the bellI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my servi ...
多家券商高管“换新” 复合业务背景、市场化招聘成标配
证券日报· 2025-08-09 00:41
当前,证券行业正加速转向高质量发展,日趋激烈的行业竞争为券商带来了新的机遇与挑战,也向各家 券商的"掌舵人"提出了更高的要求。 近期,证券行业高管密集变动,人才"新陈代谢"不断加速。其中,复合职业背景的高管人才受到青睐, 同时,市场化招聘成为多家券商的人才选拔方式,折射出行业人才生态的进一步优化。 "市场化选拔机制有助于券商引入具有专业素养与创新思维的高管人才,为企业的长远可持续发展保驾 护航。"中国人民大学财政金融学院金融学教授郑志刚对《证券日报》记者表示,传统的企业内部选拔 模式往往受限于资源和视野,而市场化选拔能够让券商接触到更丰富的外部人才,吸引来自不同金融行 业甚至是非金融行业却能为券商业务注入新活力的复合型人才,助力券商在业务模式、产品设计和服务 体系等多层面实现创新突破,更好地适应市场变化,满足客户多元化需求。 (文章来源:证券日报) 对此,深圳市优美利投资管理有限公司董事长贺金龙对《证券日报》记者表示:"当前,证券行业正处 于关键的转型时期,传统的经纪业务利润空间缩小,券商亟需在财富管理、金融科技建设方面加速转 型,开拓新的增长空间。在此情况下,具备复合业务背景的高管能够凭借对市场的敏锐洞察和 ...
涉嫌信披违法违规 际华集团被立案
证券日报· 2025-08-09 00:41
8月8日,连续两个交易日涨停的际华集团股份有限公司(以下简称"际华集团")公告称,公司因涉嫌信 息披露违法违规,已收到证监会下发的《立案告知书》。 际华集团表示,目前公司各项经营活动和业务均正常开展,在立案调查期间,公司将积极配合中国证监 会的相关调查工作,并严格按有关法律法规等规定履行信息披露义务。 同日,际华集团还披露股票交易异常波动公告称,公司股票于8月6日、8月7日、8月8日连续三个交易日 收盘价格涨幅偏离值累计达到20%。根据《上海证券交易所交易规则》的有关规定,属于股票交易异常 波动的情形。 股价上涨背后,或缘于近日有消息称,公司控股股东新兴际华集团有限公司与天津大学达成战略合作, 推动脑机接口技术在新一代人工耳蜗设备、先进声音信号处理技术、智能增强现实眼镜等视听觉领域的 应用,共建脑机智能听觉中心。 不过,际华集团在最新公告中表示,公司主营业务为职业装、职业鞋靴、纺织印染、防护装具及装备的 研发、生产和销售。经核实,截至目前,公司主营业务及现有产品体系未涉及脑机接口相关领域。 事实上,去年11月份,际华集团与公司有关责任人就因未及时披露相关借款事项,且未在股权交割前及 时解决相关借款事项等问题受 ...
险资持续扫货银行H股 高股息资产配置吸引力仍存
证券日报· 2025-08-09 00:41
具体来看,险资对邮储银行H股最近一次的增持发生在8月1日。中国平安保险(集团)股份有限公司 (以下简称"中国平安")控股的中国平安人寿保险股份有限公司(以下简称"平安人寿")、中国平安财 产保险股份有限公司、平安健康保险股份有限公司,在场内以每股5.51港元的均价买入935.7万股,斥资 约5155.71万港元,增持后中国平安对邮储银行H股的持股比例升至15.02%。 招商银行H股也是险资颇为青睐的标的。据港交所披露,7月28日和29日,平安资产管理有限责任公 司、平安人寿先后增持该行H股374.25万股、859.75万股,持股比例分别升至16.03%、16.10%。 Wind资讯数据显示,今年以来截至8月8日收盘,邮储银行H股、招商银行H股、郑州银行H股股价的区 间累计涨幅分别为27%、31%、40%。除招商银行H股,其余两家银行H股目前的市净率均不足1倍。 港交所披露信息显示,继弘康人寿保险股份有限公司(以下简称"弘康人寿")举牌郑州银行H股后,近 日,这家中小险企再度买入郑州银行67.5万股H股,持股比例从触发举牌前的不到5%激增至14.03%(截 至8月5日)。 此外,7月份以来,以"平安系"为主的险 ...
Can Plug Power's Expansion Into the Green Energy Sector Fuel Growth?
ZACKS· 2025-08-09 00:41
Key Takeaways PLUG secured $1.66B DOE loan guarantee to build six green hydrogen production facilities in the US.New Georgia plant and JV with Olin in Louisiana aim to boost PLUG's green hydrogen production capacity.High cash burn rate and negative gross margins may weigh on PLUG's near-term performance.Plug Power Inc. (PLUG) has been focusing on expanding its business and investing in the green hydrogen energy market given its long-term growth potential. Going by some estimates, the green hydrogen energy m ...
Amazon's Dim Q3 Operating Income Outlook: Should You Hold the Stock?
ZACKS· 2025-08-09 00:41
Key Takeaways Amazon stock fell 7% despite beating Q2 earnings due to disappointing Q3 operating income guidance.AWS growth of 17% lags Microsoft Azure's 39% and Google Cloud's 32% expansion rates.AMZN plans over $100B capex in 2025 for AI infrastructure, pressuring near-term profits.Amazon (AMZN) delivered strong second-quarter results with revenues of $167.7 billion, surpassing the Zacks Consensus Estimate by 3.32%, while earnings per share of $1.68 significantly beat the consensus mark by 26.32%. Despite ...
OGN vs. HQY: Which Stock Is the Better Value Option?
ZACKS· 2025-08-09 00:41
Investors interested in Medical Services stocks are likely familiar with Organon (OGN) and HealthEquity (HQY) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate revision trends, while ou ...
SHG or NABZY: Which Is the Better Value Stock Right Now?
ZACKS· 2025-08-09 00:41
Investors interested in stocks from the Banks - Foreign sector have probably already heard of Shinhan Financial (SHG) and National Australia Bank Ltd. (NABZY) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earnings estimates a ...
GFS vs. LSCC: Which Stock Is the Better Value Option?
ZACKS· 2025-08-09 00:41
Investors interested in Electronics - Semiconductors stocks are likely familiar with GlobalFoundries Inc. (GFS) and Lattice Semiconductor (LSCC) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The Zacks Rank favors stocks with strong earnings estimate revision trends, and our Style Sco ...