业绩总结 - Micron在2025财年第三季度实现创纪录的收入，收入、毛利率和每股收益均超出指导范围的高端[8] - FQ3-25的总收入为93亿美元，环比增长15%，同比增长37%[49][50] - DRAM收入为71亿美元，占总收入的76%，同比增长51%，环比增长15%[53] - NAND收入为22亿美元，占总收入的23%，同比增长4%，环比增长16%[53] - 计算与网络业务单元收入为51亿美元，环比增长11%，创季度新高[55] - 移动业务单元收入为16亿美元，环比增长45%[55] - FQ3-25的非GAAP毛利率为39.0%，运营收入为25亿美元，净收入为22亿美元[56] - FQ3-25的现金流来自运营活动为46亿美元，占总收入的50%[61] 用户数据与市场展望 - 数据中心收入同比增长超过100%，达到创纪录水平，消费者市场也实现强劲的环比增长[8] - Micron预计2025财年第四季度收入将环比增长15%，达到107亿美元的创纪录水平[10] - Micron预计2025年行业DRAM位需求增长将在高十几个百分点范围内，NAND位需求增长将在低双位数范围内[39] - 公司预计FQ4-25的收入为107亿美元，误差范围为3亿美元[80] - 公司预计FQ4-25的毛利率为41.0%，误差范围为1.0%[80] 新产品与技术研发 - Micron的HBM3E 36GB 12H已被AMD的Instinct MI355X GPU平台设计采用，预计在2025年下半年达到与整体DRAM市场份额相似的HBM市场份额[20][21] - Micron的高容量DIMM和低功耗服务器DRAM产品在2025财年已产生数十亿美元的收入，同比增长五倍[25] - Micron的1-gamma DRAM技术节点提供30%的位密度提升，功耗降低20%以上，性能提高15%[13] 资本支出与投资计划 - Micron计划在未来20多年内在美国投资约2000亿美元，其中包括1500亿美元用于制造和500亿美元用于研发[15] - 2025财年的资本支出计划为140亿美元，主要用于支持HBM和研发投资[63] - 截至FQ3-25，公司流动性为157亿美元[61] 负面信息与其他策略 - FQ3-25的D4产品收入占比为低个位数，预计随着产品生命周期结束，LP4产品短缺将增加[44] - 指导中未考虑潜在的业务合并、剥离、重组活动等影响[81]

CUPERTINO, Calif., June 25, 2025 (GLOBE NEWSWIRE) -- Reviva Pharmaceuticals Holdings, Inc. (NASDAQ: RVPH) (“Reviva” or the “Company”), a late-stage pharmaceutical company developing therapies that seek to address unmet medical needs in the areas of central nervous system (CNS), inflammatory and cardiometabolic diseases, today announced that it intends to offer shares of its common stock (or common stock equivalents in lieu thereof) and warrants to purchase shares of common stock in a public offering. All of ...

Management Comments "Net revenues of $1.63 billion for the second quarter reflect a resilient full-service investment banking and capital markets business against a backdrop of significant uncertainty related to U.S. policy and geopolitical events which meaningfully slowed activity levels for the first two months of the quarter. In May, some clarity came to the economy and markets, which began to restore investor confidence, and we experienced a noticeable increase in momentum. Despite the difficult first t ...

中信证券股份有限公司 关于 中国建设银行股份有限公司 向特定对象发行 A 股股票 之上市保荐书 保荐人（联席主承销商） 住所：广东省深圳市福田区中心三路 8 号 卓越时代广场（二期）北座 二〇二五年六月 中国建设银行股份有限公司 向特定对象发行 A 股股票上市保荐书 声 明 中信证券股份有限公司（以下简称"中信证券""保荐人"或"本保荐人"） 接受中国建设银行股份有限公司（以下简称"建设银行""发行人"或"公司"） 的委托，担任建设银行本次向特定对象发行 A 股股票（以下简称"本次发行"） 的保荐人，为本次发行出具上市保荐书。 保荐人及指定的保荐代表人根据《中华人民共和国公司法》《中华人民共和 国证券法》 《上市公司证券发行注册管理办法》 《证券发行上市保荐业务管理办法》 （以下简称《保荐办法》）等有关法律、法规和中国证券监督管理委员会、上海 证券交易所的有关规定，诚实守信，勤勉尽责，严格按照依法制订的业务规则、 行业执业规范和道德准则出具上市保荐书，并保证所出具文件真实、准确、完整。 本上市保荐书所有简称释义，如无特别说明，均与《中国建设银行股份有限 公司向特定对象发行 A 股股票募集说明书》中相同。 中国 ...

In trading on Wednesday, shares of Allete entered into oversold territory, changing hands as low as $63.555 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30.10 Oversold Energy Stocks »In the case of Allete, the RSI reading has hit 29.7 — by comparison, the universe of energy stocks covered by Energy Stock Channel ...

DOWNERS GROVE, Ill., June 25, 2025 /PRNewswire/ -- Techcon, part of OK International and Dover (NYSE: DOV) and a leader in precision fluid dispensing technologies, today announced the launch of its new line of Side-by-Side (SBS) Dispensing Cartridges for the electronics, industrial, medical device and automotive industries.Techcon's SBS Cartridge is a precise metering container for packaging and dispensing 2-component (2K) adhesives and sealants. The line is being offered in two sizes, 50 ml and 200 ml, and ...

Châtillon, France, June 25, 2025 DBV Technologies Announces First Subject Screened in COMFORT Toddlers Supplemental Safety Study in Peanut Allergic Toddlers 1 – 3 Years Old First subject screened at the Respiratory Medicine Research Institute of Michigan with Dr. Jeffrey Leflein acting as Principal InvestigatorAdditional sites, including Allergy and Asthma Center of Minnesota and Hamilton Allergy and Immunology Clinic of Ontario, Canada have been activated and are scheduling screenings DBV Technologies (Eu ...

HOUSTON, June 25, 2025 (GLOBE NEWSWIRE) -- Plus Therapeutics, Inc. (Nasdaq: PSTV) (the “Company”), a clinical-stage pharmaceutical company developing targeted radiotherapeutics with advanced platform technologies for central nervous system (CNS) cancers, today announces that the Company will provide a business update on Thursday, June 26, 2025 before the market open. Plus Therapeutics’ management team will then host a conference call and webcast at 9:00 a.m. ET to discuss and provide additional details. Web ...

TAMPA, Fla., June 25, 2025 (GLOBE NEWSWIRE) -- Slide Insurance Holdings, Inc. (“Slide”) (Nasdaq: SLDE) today announced that, in connection with its previously completed initial public offering of its common stock, the underwriters have fully exercised their option to purchase an additional 3,600,000 shares of common stock from certain selling stockholders of Slide. The purchase of the additional shares closed on June 25, 2025, bringing the gross proceeds from the initial public offering to Slide and the sel ...

RENO, Nev., June 25, 2025 (GLOBE NEWSWIRE) -- Employers Holdings, Inc. (the “Company”) (NYSE:EIG) today announced that it will release its second quarter 2025 financial results after market close on Wednesday, July 30, 2025, after which these materials will be available on the Company’s website at www.employers.com through the “Investors” link. Conference Call DetailsThe Company will then review these financial results via a conference call and webcast on Thursday, July 31, 2025, at 11:00 a.m. EDT / 8:00 a. ...