投资策略 - 当前股票市场回升至历史高点 但投资重点仍放在小盘价值股上 这些股票与整体市场存在较大估值差异 [1] - 许多小盘价值股已经跑赢大盘股表现 [1] 分析师背景 - 分析师在华尔街科技公司覆盖和硅谷工作方面拥有丰富经验 并担任多家种子轮初创公司外部顾问 [1] - 分析师自2017年起定期为Seeking Alpha撰稿 观点被多家网络媒体引用 文章同步至Robinhood等流行交易应用的公司页面 [1]

SAN DIEGO, May 16, 2025 /PRNewswire/ -- Robbins LLP informs stockholders that a class action was filed on behalf of all persons and entities that purchased or otherwise acquired Iovance Biotherapeutics, Inc. (NASDAQ: IOVA) securities between May 9, 2024 and May 8, 2025. Iovance is a commercial-stage biopharmaceutical company which develops and commercializes cell therapies for the treatment of metastatic melanoma and other solid tumor cancers.For more information, submit a form, email attorney Aaron Dumas, ...

Welcome to another installment of our BDC Market Weekly Review, where we discuss market activity in the Business Development Company [BDC] sector from both the bottom-up—highlighting individual news and events—as well as the top-down—providing an overview of the broader market.Check out Systematic Income and explore our Income Portfolios, engineered with both yield and risk management considerations. Use our powerful Interactive Investor Tools to navigate the BDC, CEF, OEF, preferred and baby bond markets. ...

机构：国泰君安国际 研究员：Ivan Wu Nexteer (or the "Company") launched 23 new projects in the first quarter of 2025 (19 of which were newly acquired businesses), with new energy vehicle (NEV) projects accounting for 60.9% or 14 projects, representing 65.2% of all projects in the Asia-Pacific region. The primary highlight of the first quarter was the sustained strong booking flow from Chinese NEV OEMs, covering REPS, DPEPS, and the latest Rear Wheel Steering (RWS) systems. Additionally, the Company secured significant st ...

机构：招银国际 研究员：Cathy WANG/Jill WU Technology innovation and digitalization create high competitive barriers. Angelalign maintains high R&D investment, and owns a comprehensive product portfolio and an advanced digital orthodontic platform. Its iOrtho platform and digital tools improve doctor efficiency and simplify complex case management, which enhance doctor loyalty. Technology barriers, product innovation, and digital capabilities not only reinforce Angelalign's leadership in China but also provide core com ...

1Q25 results in line with our expectations JD Logistics announced its 1Q25 results: Revenue rose 11% YoY to Rmb46.97bn, non-IFRS net profit rose 13% YoY to Rmb751mn, and non- IFRS net margin stayed flat YoY at 1.6%. The firm's 1Q25 results were in line with our expectations. The firm increased investment to enhance product competitiveness, leading to a short-term rise in costs while driving healthy revenue growth. We are upbeat on the firm's profit growth in the medium and long term. 机构：中金公司 研究员：Qibin FENG/ ...

沃尔玛业绩表现 - 沃尔玛在充满挑战的经营环境中表现优异 同店销售额超预期 国内电商业务首次实现盈利 并在不确定性中提供业绩指引[1] - 沃尔玛"一般商品"同店销售额"略微负增长" 电子产品、家居和体育用品疲软 但玩具、汽车和儿童服装表现积极[2] - 沃尔玛三分之二商品为国内采购 受关税影响较小[6] 塔吉特面临挑战 - 塔吉特股价年内下跌超25% 大幅跑输大盘(持平)和沃尔玛(+8%) 过去一年股价下跌38.2% 而沃尔玛上涨51.6%[5] - 塔吉特预计Q1每股收益1.68美元(同比-17.2%) 营收244.2亿美元(同比-0.47%) 同店销售额预计下降1.7%[5] - 塔吉特对一般商品类别依赖度更高 该类别复苏缓慢 且公司更易受不利全球贸易环境影响[3][6] 家装零售商业绩展望 - 家得宝预计Q1每股收益3.59美元(同比-1.1%) 营收393.3亿美元(同比+8%) 同店销售额预计增长0.28%[14][15] - 劳氏同店销售额预计下降1.99% 此前季度曾转正[15] - 高利率环境抑制住房相关活动 但长期基本面良好 包括30万亿美元房主权益 老旧住房存量(超50%房龄超40年)和住房短缺[12] 零售行业整体表现 - 21家已公布业绩的标普500零售公司Q1盈利同比增长16.7% 营收增长5.4% 57.1%超EPS预期 47.6%超营收预期[18] - 剔除亚马逊后 零售行业盈利下降4% 营收增长4% 显示利润率压力[22] - 零售行业近年盈利增长主要来自亚马逊 剔除后行业利润自2021年以来基本持平[23] 标普500整体业绩 - 截至5月16日 462家标普500公司(占比92.4%)公布Q1业绩 盈利同比增长11.8% 营收增长4.3%[25] - 74.2%公司超EPS预期 62.1%超营收预期 均低于5年平均水平(78%和70.7%)[30] - 预计Q1整体盈利增长12.4% 营收增长4.6%[31] 科技行业预期变化 - 科技行业2025年Q2盈利预期出现企稳迹象 两周前触底后开始回升[35] - 2025年全年科技行业盈利预期调整趋势显示初步改善[38]

Enabled by WuXi Biologics' industry-leading integrated technology platform, velaglucerase-beta for injection has successfully advanced from concept to commercialization. Velaglucerase-beta for injection, as the first and the only locally developed enzyme replacement therapy (ERT) for Gaucher disease in China, marks a significant breakthrough for CANbridge Pharmaceuticals and WuXi Biologics in advancing R&D of innovative rare disease therapeutics in China. Velaglucerase-beta for injection is the first innov ...

NEW YORK, May 16, 2025 (GLOBE NEWSWIRE) -- Bragar Eagel & Squire, P.C., a nationally recognized shareholder rights law firm, is investigating potential claims against Edison International (NYSE: EIX) on behalf of long-term stockholders following a class action complaint that was filed against Edison on February 11, 2025 with a Class Period from February 25, 2021 through February 6, 2025. Our investigation concerns whether the board of directors of Edison have breached their fiduciary duties to the company. ...

NEW YORK, May 16, 2025 (GLOBE NEWSWIRE) -- Bragar Eagel & Squire, P.C., a nationally recognized stockholder rights law firm, announces that a class action lawsuit has been filed against Iovance Biotherapeutics, Inc. (“Iovance” or the “Company”) (NASDAQ:IOVA) in the United States District Court for the Northern District of California on behalf of all persons and entities who purchased or otherwise acquired Iovance securities between May 9, 2024 and May 8, 2025, both dates inclusive (the “Class Period”). Inve ...