Momentum investing is essentially the opposite of the tried-and-tested Wall Street adage -- "buy low and sell high." Investors following this investing style typically avoid betting on cheap stocks and waiting long for them to recover. They believe instead that one could make far more money in lesser time by "buying high and selling higher."Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth po ...

NEW YORK, NY, July 22, 2025 (GLOBE NEWSWIRE) -- Mercurity Fintech Holding Inc. (NASDAQ: MFH) (“Mercurity” or the “Company”), a leading innovator in blockchain-native treasury strategies and digital asset infrastructure, today announced a share repurchase program of up to $10 million over the next 12 months. This strategic decision reflects Mercurity’s strong belief in its long-term strategy and ongoing commitment to increasing shareholder value as it advances its blockchain treasury platform, with a focus o ...

报告行业投资评级 - 行业评级为强于大市（维持评级） [1] 报告核心观点 - 25Q2不同基金类型医药持仓结构比较，主动药基/非药基均超配Pharma、Bio - Pharma、Biotech、CXO [10] - 25Q2不同基金类型医药持仓变化比较，药基中创新药占比提升较多，CXO、中药、专科连锁占比下降较多，非药基中创新药、线上药店占比提升较多，专科连锁、CXO占比下降较多 [10] 各部分总结 整体持仓 - Q2公募基金整体和全基医药重仓持仓占比持续回升，25Q2全部公募基金的医药重仓占比为9.8%，环比+0.7pct，超配比例为3.36%，环比+0.5pct；全部公募主动基金的医药重仓占比为11%，环比+1.4pct，超配比例为4.62%，环比+1.3pct；全部非药基金的医药重仓占比为4.6%，环比+0.5pct，低配比例为 - 1.85%，环比+0.3pct；全部非药主动基金的医药重仓占比为6.0%，环比+1.1pct，低配比例为 - 0.37%，环比+0.9pct [3][13] - 25Q2主动基金重仓市值占比和规模占比均有所提升，医药主动基金净值规模上升，而份额持续下降，被动基金净值规模和份额均有所提升。25Q2医药基金总规模为3385亿元（净值），环比+3.7%，其中医药主动基金为1682亿元，环比+5.8%，占比50%，医药被动基金为1703亿元，环比+1.8%，占比50%，被动基金占比环比 - 1.9pct；医药基金总份额为6106亿份，环比 - 3.8%，其中医药主动基金为2252亿份，环比 - 3.8%，占比37%，医药被动基金为3854亿份，环比 - 4.9%，占比63%，被动基金占比环比下降0.4pct [5][24] 细分行业：基金持股市值占重仓股流通市值比例变化 - Pharma整体持仓占比环比+0.39pct，药基持仓占比+0.22pct，非药基持仓占比+0.18pct [29] - Bio - Tech整体持仓占比环比+0.21pct，药基持仓占比+0.24pct，非药基持仓占比 - 0.03pct [32] - Bio - Pharma整体持仓占比环比+1.3pct，药基持仓占比+0.53pct，非药基持仓占比+0.77pct [36] - CXO整体持仓占比环比 - 1.27pct，药基持仓占比 - 0.92pct，非药基持仓占比 - 0.36pct [39] - 仿制药整体持仓占比环比+0.17pct，药基持仓占比+0.09pct，非药基持仓占比+0.08pct [40] - 中药整体持仓占比环比 - 0.51pct，药基持仓占比 - 0.85pct，非药基持仓占比+0.34pct [45] - 医疗设备整体持仓占比环比 - 0.34pct，药基持仓占比 - 0.27pct，非药基持仓占比 - 0.07pct [48] - 体外诊断整体持仓占比环比+0.49pct，药基持仓占比+0.43pct，非药基持仓占比+0.06pct [51] - 家用器械整体持仓占比环比 - 1.09pct，药基持仓占比 - 0.65pct，非药基持仓占比 - 0.44pct [54] - 高值耗材整体持仓占比环比 - 0.59pct，药基持仓占比 - 0.56pct，非药基持仓占比 - 0.03pct [57] - 低值耗材整体持仓占比环比+0.13pct，药基持仓占比 - 0.12pct，非药基持仓占比+0.25pct [60] - 综合医院整体持仓占比环比+0.49pct，药基持仓占比+0.07pct，非药基持仓占比+0.41pct [63] - 专科连锁整体持仓占比环比 - 2.23pct，药基持仓占比 - 0.81pct，非药基持仓占比 - 1.42pct [66] - 血制品整体持仓占比环比+0.07pct，药基持仓占比+0.35pct，非药基持仓占比 - 0.28pct [69] - 疫苗整体持仓占比环比 - 0.32pct，药基持仓占比 - 0.38pct，非药基持仓占比+0.06pct [72] - 原料药整体持仓占比环比 - 0.55pct，药基持仓占比 - 0.42pct，非药基持仓占比 - 0.13pct [75] - 上游整体持仓占比环比+0.04pct，药基持仓占比+0.04pct，非药基持仓占比持平 [78] - 线下药店整体持仓占比环比 - 0.47pct，药基持仓占比 - 0.33pct，非药基持仓占比 - 0.15pct [81] - 线上药店整体持仓占比环比+0.7pct，药基持仓占比 - 0.08pct，非药基持仓占比+0.78pct [82] - 医药批发整体持仓占比环比 - 0.34pct，药基持仓占比 - 0.05pct，非药基持仓占比 - 0.29pct [87] - 互联网医疗整体持仓占比环比 - 0.21pct，药基持仓占比 - 0.22pct，非药基持仓占比+0.01pct [88] 细分基金类型 - 25Q2全部基金持仓结构变化，Bio - Pharma、Pharma、Biotech占比环比提升较多，CXO、专科连锁和医疗设备占比环比下降较多 [97] - 25Q2医药基金持仓结构变化，Pharma、Bio - Pharma、Biotech占比环比提升较多，CXO、中药、专科连锁占比环比下降较多 [102] - 25Q2医药主动基金持仓结构变化，Pharma、Bio - Pharma、Biotech占比环比提升较多，CXO、中药、高值耗材占比环比下降较多 [106] - 25Q2医药被动基金持仓结构变化，Bio - Pharma、Pharma、Biotech占比环比提升较多，CXO、疫苗、原料药占比环比下降较多 [111] - 25Q2非药基金持仓结构变化，Bio - Pharma、Pharma、线上药店占比环比提升较多，专科连锁、CXO、医疗设备占比环比下降较多 [115] - 25Q2非药主动基金持仓结构变化，Bio - Pharma、Pharma、线上药店占比环比提升较多，CXO、医疗设备、专科连锁占比环比下降较多 [119] - 25Q2非药被动基金持仓结构变化，医疗设备、Biotech、Bio - Pharma占比环比提升较多，专科连锁、线上药店和CXO占比环比下降较多 [123] 重仓个股 - 25Q2全部基金持股市值前五为恒瑞医药、药明康德、迈瑞医疗、信达生物、联影医疗；主动增持市值前五为信达生物、三生制药、信立泰、石药集团、京东健康；主动减持市值前五为爱尔眼科、药明康德、恒瑞医药、康龙化成、迈瑞医疗 [129] - 25Q2医药基金持股市值前五为药明康德、恒瑞医药、迈瑞医疗、科伦药业、信达生物；主动增持市值前五为三生制药、信立泰、信达生物、百利天恒、益方生物；主动减持市值前五为药明康德、恒瑞医药、康龙化成、爱尔眼科、迈瑞医疗 [134] - 25Q2医药主动基金持股市值前五为恒瑞医药、药明康德、百利天恒、科伦药业、泽璟制药；主动增持市值前五为三生制药、信立泰、益方生物、信达生物、百利天恒；主动减持市值前五为恒瑞医药、迈瑞医疗、爱尔眼科、药明康德、东阿阿胶 [137] - 25Q2医药被动基金持股市值前五为药明康德、恒瑞医药、迈瑞医疗、联影医疗、爱尔眼科；增持市值前五为药明生物、百济神州、三生制药、信达生物、康方生物；减持市值前五为药明康德、恒瑞医药、康龙化成、科伦药业、智飞生物 [140] - 25Q2非药基金持股市值前五为迈瑞医疗、恒瑞医药、信达生物、联影医疗、药明康德；主动增持市值前五为信达生物、京东健康、三生制药、石药集团、康方生物；主动减持市值前五为爱尔眼科、阿里健康、药明生物、药明康德、百济神州 [143] - 25Q2非药主动基金持股市值前五为恒瑞医药、信达生物、迈瑞医疗、药明康德、三生制药；主动增持市值前五为信达生物、京东健康、三生制药、康方生物、石药集团；主动减持市值前五为泽璟制药、药明康德、药明生物、爱博医疗、三诺生物 [146] - 25Q2非药被动基金持股市值前五为迈瑞医疗、联影医疗、恒瑞医药、京东健康、信达生物；增持市值前五为联影医疗、信达生物、通化金马、泽璟制药、诺思兰德；减持市值前五为爱尔眼科、阿里健康、药明生物、百济神州、迈瑞医疗 [149]

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Danaher (DHR) Q2 2025 Earnings Call July 22, 2025 08:00 AM ET Company ParticipantsJohn Bedford - VP - IRRainer Blair - President & CEOMichael Ryskin - Managing DirectorDoug Schenkel - MD - Life Science Tools & DiagnosticsMatt McGrew - EVP & CFOScott Davis - Chairman, CEO & Founding Partner – Multi-Industry ResearchTycho Peterson - Managing Director, Global EquitiesVijay Kumar - Senior MDPuneet Souda - Senior MDConference Call ParticipantsDan Leonard - MD & Research AnalystDaniel Brennan - Senior Equity Rese ...

Danaher (DHR) Q2 2025 Earnings Call July 22, 2025 08:00 AM ET Speaker0My name is Margo, and I'll be your conference facilitator this morning. At this time, I'd like to welcome everyone to Danaher Corporation's Second Quarter twenty twenty five Earnings Results Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. I will now turn the call over to John Bedford, Vice President of Investor Relations.Mr. Bedf ...

核心观点 - Edwards Lifesciences Corp (EW)将于2025年7月24日盘后发布第二季度财报 [1] - 过去四个季度中，公司两次盈利超预期、两次符合预期，平均超预期幅度为3.49% [1] - 第二季度营收预期14.9亿美元(同比降8.9%)，每股收益预期0.62美元(同比降11.4%) [2] 业绩预期 - 过去60天每股收益预期维持在0.62美元未变 [3] - TAVR(经导管主动脉瓣置换)业务预计营收10.9亿美元(同比增5.2%)，主要受益于美国市场SAPIEN 3 Ultra RESILIA平台的领先地位及欧洲市场扩张 [4][5] - TMTT(经导管二尖瓣和三尖瓣治疗)业务预计营收1.304亿美元(同比大增57.1%)，主要受PASCAL修复系统和EVOQUE置换系统全球需求推动 [6][7][8] - 外科结构性心脏病业务预计营收2.631亿美元(同比增6.2%)，得益于RESILIA系列产品全球采用及中国MITRIS瓣膜上市 [10][11] 业务亮点 - TAVR业务在日本面临增长疲软和竞争压力，但公司持续关注老龄化人群的主动脉瓣狭窄治疗需求 [4] - EVOQUE三尖瓣置换系统获得美国医保覆盖，扩大市场准入 [7] - 公司上调2025年TMTT业务销售指引至5.3-5.5亿美元(原为5亿美元) [8] - 外科业务在中国推出的MITRIS瓣膜获得外科医生积极反馈 [10] 同业比较 - CVS Health (CVS)预计第二季度每股收益同比降19.7%，但过去四季均超预期，平均幅度18.08% [14][15] - Cencora (COR)预计第三季度每股收益同比增13.2%，过去四季平均超预期6% [15][16] - Cardinal Health (CAH)预计第四季度每股收益同比增1.3%，过去四季平均超预期10.3% [16][17]

NEW YORK, July 22, 2025 /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in Rocket Pharmaceuticals, Inc. ("Rocket" or the "Company") (NASDAQ: RCKT) of a class action securities lawsuit.CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Rocket investors who were adversely affected by alleged securities fraud between February 27, 2025 and May 26, 2025. Follow the link below to get more information and be contacted by a member of our team:https://zlk.com/pslra-1/rocket-pharmaceuticals-i ...

SOUTH SAN FRANCISCO, Calif., July 22, 2025 (GLOBE NEWSWIRE) -- Senti Biosciences, Inc. (Nasdaq: SNTI) (“Senti Bio”), a clinical-stage biotechnology company developing next-generation cell and gene therapies using its proprietary Gene Circuit platform, today announced that Timothy Lu, M.D., Ph.D., Senti Bio’s Co-Founder and Chief Executive Officer of Senti, participated in the Virtual Investor “What’s Your Story” Summer Spotlight On-Demand Conference. As part of the event, Dr. Lu dove deeper into his dedicat ...

NEW YORK, July 22, 2025 /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in Capricor Therapeutics, Inc. ("Capricor" or the "Company") (NASDAQ: CAPR) of a class action securities lawsuit.CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Capricor investors who were adversely affected by alleged securities fraud between October 9, 2024 and July 10, 2025. Follow the link below to get more information and be contacted by a member of our team:https://zlk.com/pslra-1/capricor-therapeutics- ...