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Ron Baron Says Tesla Could 5X And SpaceX 10X — Says Musk Is 'Like Da Vinci'
Benzinga· 2025-11-15 00:22
投资回报与持仓 - 投资者Ron Baron通过投资特斯拉和SpaceX已获得约120亿至130亿美元的回报 [2] - 2014年对特斯拉的4亿美元初始投资产生了巨额回报 [2] - 对xAI的3.5亿美元投资目前估值已达7亿美元,并可能在下次估值时翻倍 [5] - 个人投资组合中约65%与马斯克相关,其中特斯拉占40%,SpaceX占25% [4] - 旗下共同基金持仓中,特斯拉和SpaceX各占约11% [5] 未来展望与投资理念 - 预测对特斯拉的投资在未来10年将实现5倍回报 [3] - 预测对SpaceX的投资在未来10年将实现10倍回报 [3] - 明确表示在其有生之年不打算出售特斯拉或SpaceX的任何股份 [5][6] - 强调特斯拉CEO的新薪酬方案与价值创造挂钩,并对此表示信心 [8] 公司产品与领导力 - 将特斯拉CEO比作达芬奇式的艺术家,称赞其为实现行业和世界进步而工作的奉献精神 [8] - 指出特斯拉的Optimus Bot人形机器人是下一个重大发展,CEO对其抱有极大信心,认为年销量可达10亿台 [9] - 相信Optimus机器人能够节省劳动力并帮助人们改善生活 [9] 投资组合构成 - Baron Capital截至11月7日的十大持仓依次为:SpaceX、特斯拉、Arch Capital、MSCI Inc、IDEXX Laboratories、CoStar Group、Guidewire Software、Gartner Inc、Hyatt Hotels Corporation、Vail Resorts [7]
Nexperia committed to continue supply via alternative routes
Yahoo Finance· 2025-11-15 00:21
AMSTERDAM (Reuters) -Dutch computer chip maker Nexperia on Friday confirmed it continued to offer alternative supply chain solutions to ​mitigate the disruption caused by the dispute between the Europe-based unit ‌and its packaging plant in China. "We want to state clearly that Nexperia has not stopped the ‌shipping of wafers altogether," the Dutch unit said in a statement. "We are committed to delivering wafers into the supply chain and continue to offer alternative supply chain solutions to mitigate di ...
Red Cat Misses Estimates, Expands Operations (NASDAQ:RCAT)
Seeking Alpha· 2025-11-15 00:21
Red Cat Holdings, Inc. ( RCAT ) for Q3 '25 reported an EPS loss of about –$0.16, missing expectations by $0.07. Elsewhere, revenue came in at $9.65 million, well below the $14.12 million consensus. The market reaction obviously wasn't good, and shares areI hold a Master’s degree in Cell Biology and began my career working for several years as a lab technician in a drug discovery clinic, where I gained extensive hands-on experience in cell culture, assay development, and therapeutic research. That scientific ...
Red Cat Misses Estimates, Expands Operations
Seeking Alpha· 2025-11-15 00:21
财务表现 - 第三季度每股收益亏损0.16美元,低于市场预期0.07美元 [1] - 第三季度营收为965万美元,远低于1412万美元的市场普遍预期 [1] 分析师背景与研究方法 - 分析师拥有细胞生物学硕士学位,并曾担任药物发现诊所的实验室技术员,具备细胞培养、检测开发和治疗研究方面的实践经验 [1] - 分析师结合实验室科学专业知识与金融和市场分析,旨在提供技术可靠且以投资为导向的研究 [1] - 分析方法侧重于评估候选药物背后的科学原理、竞争格局、临床试验设计以及潜在市场机会,同时平衡财务基本面和估值 [1]
Gold Weekly Price Outlook – Gold Showing Cracks in The Trend
FX Empire· 2025-11-15 00:20
EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...
Dominion Energy: Is This The Buy-The-Dip Moment?
Forbes· 2025-11-15 00:20
(Photo by Andrew Wevers/Getty Images)Getty ImagesDominion Energy (D) has continued to trade cautiously as investors weigh the company’s restructuring progress, pending rate-case decisions, and a still-uncertain interest-rate environment. While sentiment remains mixed, the stock’s recent stabilization indicates that downside pressures may be easing as the company advances through its multiyear transition. With valuation and technical levels beginning to converge, the risk-reward profile is becoming more inte ...
The 2026 401(k) limits are here. Here’s the most you can save next year.
Yahoo Finance· 2025-11-15 00:20
The latest IRS rules on 401(k) contribution maximums are here. It’s time to start planning. - iStock/MarketWatch illustration Millions of workers saving for retirement now know how much money they can stash next year in 401(k)s and other tax-advantaged retirement accounts. The annual announcement from the Internal Revenue Service may have extra significance in 2026, as 401(k) contributions become a valuable tool many can use to ensure they’re making the most of new tax breaks in President Donald Trump’s ...
国产超节点操作系统将于2025年底正式上线
中国新闻网· 2025-11-15 00:18
据介绍,开源六年以来,在开放原子开源基金会的运营孵化下,开源欧拉成员单位超2100家,全球贡献 者突破2.3万人,用户超过550万。openEuler系操作系统累计装机量预计2025年底将超过1600万套,已经 成为中国行业数智化首选操作系统,份额持续保持领先,在互联网、通信、政务、金融、公共事业和能 源等行业已实现规模化应用。 今年, AMD、浪潮云、神州数码新增成为开源欧拉社区捐赠人。至此,Intel、Arm、 AMD三大芯片企 业均成为社区捐赠人。凝思软件、中软国际、Wind River、统信软件、软通动力、超聚变、润和软件、 麒麟软件、麒麟信安等成为开源欧拉社区首批全球化先锋伙伴。 大会由开放原子开源欧拉社区协同数十家产业伙伴共同举办。华为公司董事、ICT BG CEO杨超斌表 示,华为已经开放灵衢互联协议2.0,支持产业界伙伴打造基于灵衢的超节点,还将向开源欧拉社区贡 献支持超节点的操作系统插件代码,并提供多项关键能力。(完) 中新网北京11月14日电 (记者刘育英)超节点已经成为算力基础设施建设和部署的主流形态。记者从11月 14日举行的操作系统大会2025获悉,开源欧拉(OpenAtom ope ...
美股异动 | 获两大药企争夺收购 Avadel Pharmaceuticals(AVDL.US...
新浪财经· 2025-11-15 00:17
来源:智通财经网 周五,美国睡眠药物开发商Avadel Pharmaceuticals(AVDL.US)股价走高,截至发稿,该股涨超20%,报 23.215美元。公司周五宣布,丹麦制药商Lundbeck提交了一份未经邀约的收购提案,报价最高达每股23 美元,显著高于此前爱尔兰生物科技公司Alkermes(ALKS.US)提出的最高每股20美元要约。 尽管市场反应热烈,Avadel表示,公司董事会尚未认定Lundbeck的提案优于现有的Alkermes要约,也未 改变对Alkermes收购方案的推荐立场。 ...