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VICI: A 5.3% Yield With Inflation Protection And Room To Grow
Seeking Alpha· 2025-07-10 02:12
For the last couple of months, I have been looking for the best dividend picks, and the truth is - there is no such thing. So many instruments are out there that my head spins from the variety of options. I feel likeI’m passionate about finance and investing, focusing on business analysis, fundamental analysis, valuation, and long-term growth, especially in sectors like AI, fintech, finance and tech. I study finance and economy and have hands-on experience in equity research, financial modeling, and creatin ...
B2B产业平台搭建指南:数商云,让供应链更智能
搜狐财经· 2025-07-10 02:06
全球B2B电商市场概况 - 2023年全球B2B电商交易规模突破14.9万亿美元,预计2025年达7.9万亿美元,占整体B2B交易额的35% [1] - 传统B2B平台面临信息孤岛、流程割裂、数据滞后等痛点,导致交易周期延长、成本攀升 [1] 数商云解决方案概述 - 采用"技术中台+行业方案+生态服务"三位一体模式,为制造业、农业、跨境电商等20余个行业提供定制化B2B平台搭建服务 [1] - 客户平均交易周期缩短50%,运营成本降低30%,客户满意度提升至95%以上 [24] 技术架构优势 - 采用"微服务+中台化"云原生架构,支持百万级并发访问,故障隔离率达90% [2] - 分布式微服务设计包含200余个独立模块,某汽车零部件项目实现每秒处理超5000笔订单,响应时间0.3秒 [3] - 数据中台每5分钟同步库存数据,某化工企业缺货率降低40%,机械制造企业采购成本降低18% [4] - 区块链存证将建材企业合同纠纷处理周期从30天缩短至7天,农产品运输损耗率从15%降至3% [5] 核心功能模块 - 智能需求预测使电子元器件企业库存周转率提升25%,汽车主机厂钢材采购年节约2000万元 [7] - 电子合同签署效率提升90%,跨境电商回款周期从30天缩短至7天,坏账率降低35% [8] - 库存共享功能使快消品企业缺货率降低40%,医药企业冷链药品运输温度异常率从5%降至0.5% [9] - 质量追溯使食品企业客户投诉率下降45%,信用评估使机械设备企业供应商合作效率提升60% [10] 行业应用案例 - 汽车零部件企业采购成本降低15%,库存周转率提升20% [17] - 农产品平台交易效率提升40%,农户增收25% [18] - 消费电子企业海外订单量增长60%,客户投诉率下降70% [19] 未来技术布局 - 研发AI原生平台实现自然语言交互采购和智能合同生成 [21] - 数字孪生工厂使机械制造企业客户决策周期缩短50% [22] - 碳足迹计算工具帮助造纸企业年减碳8000吨并获得优惠利率贷款 [23]
$25,000 FirstEnergy Foundation Grant to IM Able Supports Adaptive Fitness and Community Building
Prnewswire· 2025-07-10 02:00
Donation is part of over $1 million granted by FirstEnergy Foundation in 2025READING, Pa., July 9, 2025 /PRNewswire/ -- The FirstEnergy Foundation has donated $25,000 to the IM Able Foundation, a Berks County organization that provides physical activity and wellness programs for children, veterans and adults with disabilities. The group's efforts help meet the critical needs of customers served by FirstEnergy Pennsylvania Electric Company (FE PA), a FirstEnergy Corp. (NYSE: FE) subsidiary doing business in ...
Devon is Trading Above 50 and 200 Day SMA: How to Play the Stock?
ZACKS· 2025-07-10 01:20
股价表现与技术指标 - 公司股价目前高于50日和200日简单移动平均线(SMA),显示出看涨趋势 [1] - 50日和200日SMA是判断股票趋势的关键指标,公司股价表现优于Zacks美国油气勘探与生产行业指数 [5] - 过去一个月股价表现积极,但过去一年下跌24.6%,显示处于逐步复苏阶段 [8] 资产组合与运营策略 - 公司拥有多盆地资产组合,覆盖Delaware、Eagle Ford、Anadarko等五大核心盆地,降低运营风险 [10] - 商品组合均衡,涵盖原油、天然气和天然气液体(NGLs),保持高质量资源扩张 [11] - 通过收购WPX Energy、Validus Energy等公司扩大资产规模,增强现金流韧性 [12] - 低成本运营策略显著改善成本结构,包括优化钻井成本和劳动力配置 [13] 财务指标与估值 - 公司EV/EBITDA为3.73倍,低于行业平均的10.99倍和五年中值4.82倍 [7][17] - 投资资本回报率(ROIC)达8.71%,高于行业平均7.16% [16] - 相比同行Range Resources(EV/EBITDA 9.92倍),公司估值更具吸引力 [18] 盈利预测与行业对比 - 2025年和2026年每股收益共识预期分别下调9.09%和6.94% [19] - 同行Occidental Petroleum同期每股收益预期下调7.76%和11.97% [22] - 尽管盈利预测下调,公司仍保持Zacks评级3级(Hold)和VGM评分B级 [23] 竞争优势总结 - 多盆地资产组合带来强劲自由现金流并支持资产负债表改善 [23] - 均衡的商品组合增强运营灵活性并巩固竞争地位 [23]
Hohem Unveils Best Gimbal Deals of 2025 Mid-Year Mega Sale— Save Up to 50% on Flagship Models
Globenewswire· 2025-07-10 01:19
Shenzhen, China, July 09, 2025 (GLOBE NEWSWIRE) -- As the 2025 Mid-Year Mega Sale kicks off, Hohem Tech, a global leader in gimbal innovation, is offering its best gimbal sales of the year. From July 7 to July 20 (PT),customers can enjoy up to 50% off on a curated selection of Hohem’s most advanced products, including the AI-powered Hohem iSteady M7, iSteady V3 and MT2 Kit. With this major mid-year promotion, Hohem is making its advanced stabilization technology more accessible than ever—offering the perfec ...
UnitedHealth Slammed With Another Lawsuit Over $119 Billion Stock Plunge
Benzinga· 2025-07-10 01:07
法律诉讼 - 股东Steve Silverman于上周在明尼苏达州联邦法院提起衍生诉讼 指控公司领导层损害公司利益 [2] - 诉讼指控包括CEO Stephen Hemsley等高管违反信托责任 进行内幕交易 不当得利 违反1934年证券交易法 [8] - 另一股东Merry Kogut在6月14日提起衍生诉讼 指控公司未披露2023年底劳工部调查 并在股价虚高时回购73亿美元股票 [9] 调查与指控 - 华尔街日报5月报道显示 美国司法部正对公司的Medicare Advantage计费操作展开刑事调查 [1][3] - 诉讼称公司通过夸大诊断编码获取数十亿美元超额报销 严重虚增财务表现和股价 [4] - 前员工向司法部透露 公司鼓励在患者评估中获取高利润诊断代码 [10] 高管动态 - 前CEO Andrew Witty于5月辞职 公司撤回此前发布的盈利预测 [10] - 诉讼披露Hemsley在调查公开前通过股票套现2.115亿美元 Witty套现1100万美元 [5][9] 财务影响 - 公司股价年内下跌超40% 当前报302.10美元 [11] - 第二季度财报和更新指引将于7月29日公布 [10] 业务争议 - 所有诉讼均聚焦Medicare计费操作 原告认为该业务虽高利润但引发监管关注并拖累股价 [6] - 公司否认收到司法部调查通知 并为其Medicare Advantage项目辩护 [5]
Medical Properties Stock Gains 14% in 6 Months: Will the Trend Last?
ZACKS· 2025-07-10 01:06
股价表现 - Medical Properties Trust(MPW)股价在过去六个月上涨14%,跑赢行业9.8%的涨幅[1] - 公司为医疗地产投资信托(REIT),专注于收购和开发净租赁医疗设施,资产包括急症护理医院、行为健康设施、急诊/急救中心等[1] 行业驱动因素 - 老龄化人口增长将推动医疗支出上升,老年人群是医疗服务主要客户且人均医疗支出高于平均水平[2] - 医疗行业对宏观经济波动具有防御性,即使经济低迷时期消费者仍需维持医疗开支[3] 业务模式优势 - 医疗设施租赁合同初始期限至少15年,99%以上租约包含基于CPI指数的年租金上调条款[4] - 2025年一季度通过出售三处设施获得2000万美元收入,实现房地产收益810万美元[5] 财务状况 - 截至2025年5月7日公司拥有13亿美元流动性,2025年2月再融资后未来12个月无债务到期[6] - 通过资本回收和内部现金流获取多元化资金来源,支持业务增长计划[6] 同业比较 - SBA Communications(SBAC)2025年FFO每股预期上调3美分至12.74美元[11] - Omega Healthcare Investors(OHI)2025年FFO每股预期上调1美分至3.03美元[11]
FTNT vs. CHKP: Which Network Security Stock is the Better Pick?
ZACKS· 2025-07-10 01:01
Key Takeaways Fortinet outperforms Check Point in network security stock comparison with stronger growth. FTNT shares gained 11.6% in three months while CHKP returned 5.8% in same period. Fortinet's SASE strategy and firewall refresh cycle position it for 2025 growth.The cybersecurity landscape continues to evolve rapidly, with network security remaining a critical priority for enterprises worldwide. Two industry stalwarts, Fortinet (FTNT) and Check Point Software Technologies (CHKP) , have established th ...
ONE Gas Marks Progress in Safety, Emissions Reduction and Workforce Culture in New Sustainability Report
Prnewswire· 2025-07-10 01:00
TULSA, Okla., July 9, 2025 /PRNewswire/ -- ONE Gas released its annual Sustainability Report this week, highlighting priorities related to safety, environmental sustainability and a dynamic workforce.The report offers insight into key ONE Gas benchmarks in the natural gas industry, including reducing emissions, improving systemwide safety, boosting employee engagement and contributing to communities. ONE Gas highlights priorities in safety, environmental sustainability and a dynamic workforce in new Sus ...
Can Roku's Subscription Push Power Its Revenue Growth in 2025?
ZACKS· 2025-07-10 00:55
Roku的订阅增长战略 - 公司通过个性化推荐和AI驱动的首页内容展示提升用户获取和留存 包括免费试用和优质内容推送 [1] - 2025年第一季度收购Frndly TV并合作Apple TV+ 提供《Severance》第一季免费观看及3个月试用以促进平台转化 [2] - 每月新增"数千万"Roku账单订阅 用户参与度提升归因于个性化促销和无缝支付系统 [3] 财务表现与增长潜力 - 2025年第一季度平台收入8.81亿美元(同比+17%) 占总收入86.3% 主要来自订阅货币化提升 [4] - Roku Channel高级订阅推动递延收入达1.41亿美元(环比+7.8%) 第二季度平台收入预期9.42亿美元(同比+14.3%) [4] - 2025年第二季度每股亏损预期0.17美元(同比+29.17%) 过去60天未调整 [14] 行业竞争格局 - 面临亚马逊Prime Video Channels(整合100+服务)和迪士尼捆绑套餐(Disney+/Hulu/ESPN+)的激烈竞争 [5][6] - 竞争对手通过集成账单和内容生态提升用户留存 对Roku账单订阅增长构成挑战 [7] 股价与估值 - 年内股价上涨18.6% 落后广播电视行业(32.3%)但跑赢非必需消费品板块(11.5%) [8] - 当前股价现金流比41.56倍 高于行业34.65倍 价值评分为D级 [12] - 获Zacks"强力买入"评级(1) [14]