HA Sustainable Infrastructure Capital, Inc. (NYSE: HASI ) last declared a quarterly cash dividend of $0.42 per share , kept unchanged from its prior distribution and $1.68 per share annualized for a 6.16% dividend yield. The company hasThe equity market is a powerful mechanism as daily fluctuations in price get aggregated to incredible wealth creation or destruction over the long term. Pacifica Yield aims to pursue long-term wealth creation with a focus on undervalued yet high-growth companies, high-dividen ...

Key Takeaways DELL shipped $1.8B in AI servers in Q1 and holds a $14.4B backlog, reflecting robust enterprise demand. CSCO secured $1B in AI infrastructure orders early and deepened ties with NVIDIA to expand its AI portfolio. DELL's lower valuation and expanding cloud, storage and cyber-resilience offerings boost its investor appeal.Cisco Systems (CSCO) and Dell Technologies (DELL) are key providers of AI-powered enterprise infrastructure solutions. Cisco offers network infrastructure to power AI trainin ...

Key Takeaways NTR stock has gained 35.9% year to date, outperforming its industry. High crop prices are driving strong global fertilizer demand across key markets. NTR targets $200M in cost savings by 2025 through efficiency moves.Nutrien Ltd.’s (NTR) shares have popped 35.9% year to date. The company has also outperformed the industry’s 34% rise and the S&P 500’s roughly 6.8% increase over the same period.Image Source: Zacks Investment ResearchLet’s take a look at the factors that are driving this fertil ...

CHENGDU, China, July 11, 2025 (GLOBE NEWSWIRE) -- Maase Inc. (NASDAQ: MAAS) (“MAAS” or the “Company”) today announced that it has signed a non-binding framework agreement with certain shareholders of Qingdao Youdian New Energy Technology Co., Ltd. ("Youdian") and Qingdao Huijulaixi Intelligent Technology Co., Ltd. ("LaiXi") to acquire 100% equity of Youdian and 49% equity of LaiXi. The transaction is expected to close in the third quarter of 2025, marking a pivotal step in MAAS’s strategic expansion into ne ...

铠侠宣布其符合最新UFS Ver.4.1规范的嵌入式闪存设备现已出样，提供256GB、512GB和1TB容量选 择，采用小型BGA封装。其中，512GB和1TB版本采用最新的第八代BiCS FLASH3D闪存，与上代产品 相比，随机写入性能提升30%，随机读取性能分别提升45%与35%，能效方面的改进在读取和写入过程 中分别为15%和20%。(科创板日报) ...

Investing at the intersection of financial services and technology can be a lucrative endeavor. Companies operating here, such as Block (XYZ -0.40%) and SoFi Technologies (SOFI 3.73%), provide critical products and services to their customers. And they're staring at tremendous growth opportunities. Both have their merits, but which of these fintech stocks is the better buy right now? It's clearly working, as SoFi currently has 10.9 million customers, more than triple the number it had at the end of 2021. So ...

The Pacer US Small Cap Cash Cows ETF (CALF) made its debut on 06/16/2017, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Small Cap Value category of the market.What Are Smart Beta ETFs?Products that are based on market cap weighted indexes, which are strategies designed to reflect a specific market segment or the market as a whole, have traditionally dominated the ETF industry.A good option for investors who believe in market efficiency, market cap weighted indexes ...

SHANGHAI, July 11, 2025 (GLOBE NEWSWIRE) -- ECARX Holdings Inc. (Nasdaq: ECX) (“ECARX” or the “Company”), a global mobility technology provider, today announced it has entered into a global strategic partnership with Samsung Group (“Samsung”), marking a new phase in their collaboration. This strengthened partnership will accelerate the commercialization of cutting-edge automotive intelligence technologies across automotive intelligence, terminal devices, and smart hardware, with the aim of building a sustai ...

公司动态 - Happy Belly Food Group旗下品牌Rosie's Burgers在阿尔伯塔省卡尔加里Marda Loop区签署特许经营协议并确定门店位置[2] - 该门店是Rosie's在卡尔加里的第3家店 也是公司在阿尔伯塔省20家门店发展计划的重要开端[5] - Marda Loop区因其年轻专业人士 家庭和美食爱好者聚集 高客流量和商业活力被选为理想开店地点[5] 扩张战略 - 公司采用资产轻型特许经营模式 结合战略选址 运营培训和营销支持推动增长[7] - 目前Rosie's已通过多单元和区域开发协议在加拿大7个省锁定115家门店[7] - 2025-2026年计划通过直营店+特许经营双轨模式加速扩张[8] 品牌组合 - Rosie's主打手工制作汉堡 薯条和奶昔等经典快餐产品[11] - 公司整体品牌组合已通过开发协议锁定616个零售点 涵盖在建 规划和已开业门店[10] - 定位为加拿大领先餐厅整合平台 专注于收购和培育新兴食品品牌[13] 管理团队 - 首席执行官Sean Black和首席运营官Shawn Moniz领导公司发展[15]

报告行业投资评级 - 强于大市（维持） [2] 报告的核心观点 - 目前半导体行业仍处于上行周期，AI为推动半导体行业成长的重要动力 [4] - 多款AI眼镜新品放量在即，有望推动全球AI眼镜出货量快速增长，建议关注AI眼镜产业链核心环节投资机会 [4] - AI及存储器国产替代需求有望推动国内存储器厂商不断提升市场份额，建议关注国内存储器产业链投资机会 [5] 根据相关目录分别进行总结 2025年6月半导体行业市场表现情况 - 国内半导体行业表现相对较强，走势大幅强于沪深300，费城半导体指数表现大幅强于纳斯达克100 [10][15] - A股和美股半导体板块上涨家数远多于下跌家数，涨幅排名前十的公司各有不同 [12][16] 全球半导体月度销售额继续同比增长，存储器月度价格持续上涨 全球半导体月度销售额继续同比增长 - 2025年5月全球半导体销售额同比增长19.8%，中国半导体销售额同比增长13% [20][21] - WSTS预计2025年全球半导体销售额将同比增长11.2%，全球AI芯片厂商25Q1业绩表现亮眼，工业市场需求明显复苏 [23][28] 消费类需求逐步复苏，预计AI手机及AI PC渗透率将快速提升 - 全球半导体下游需求呈现结构性特征，消费类需求占比较高，目前智能手机、PC等消费类需求均处于恢复中，工业市场需求也开始复苏 [31] - 25Q1全球智能手机出货量同比增长0.2%，中国大陆智能手机出货量同比增长5%，预计2025年全球智能手机出货量同比增长0.1%，AI手机渗透率将快速提升至34% [34][40][45] - 25Q1全球PC出货量同比增长9.4%，AI PC是端侧AI落地的重要应用场景，将推动PC产业生态加速迭代，预计2025年AI PC的渗透率将达35% [80][85][99] - 25Q1全球可穿戴腕带设备出货量同比增长13%，全球TWS耳机出货量同比增长18%，AI眼镜是端侧AI最佳硬件载体之一，多款AI眼镜新品放量在即，有望推动全球AI眼镜出货量快速增长 [106][109][135] - 2025年6月中国汽车销量同比增长13.8%，新能源汽车销量同比增长26.7% [141][145] 全球部分芯片厂商季度库存水位环比小幅下降，国内部分芯片厂商季度库存水位环比有所提升 - 全球部分芯片厂商25Q1库存水位环比小幅下降，国内部分芯片厂商25Q1库存水位环比有所提升，预计后续有望逐步回到健康水平 [146][148] 全球部分晶圆厂产能利用率季度环比有所分化 - 全球部分晶圆厂产能利用率25Q1环比有所分化，AI推动全球先进制造产能加速扩张 [149][153] DRAM与NAND Flash月度现货价格持续上涨 - 2025年6月DRAM指数环比上涨21.85%，NAND指数环比上涨1.35%，TrendForce预计25Q3 DRAM及NAND Flash价格将继续上涨 [156][160][162] 全球半导体设备季度销售额继续同比增长，预计2025年有望持续增长 - 25Q1全球半导体设备销售额同比增长21%，中国半导体设备销售额同比下降18%，2025年5月日本半导体设备销售额同比增长11.3% [166][168] - SEMI预计2025年全球晶圆厂设备支出将同比增长2%，逻辑微组件类别将引领半导体行业增长 [169] 全球硅片季度出货量继续同比增长，预计2025年有望强劲反弹 - 25Q1全球硅片出货量同比增长2.2%，SEMI预计2025年全球硅晶圆出货量有望强劲反弹 [173][176] 行业政策 - 外部环境对中国半导体产业限制不断加剧，近年美日荷不断加大对中国半导体产业的限制 [177] 行业动态 全球半导体行业动态 - 苹果举办WWDC25全球开发者大会，聚焦软件，旗下系统集体迎来新一代版本，为Apple Intelligence推出新框架，公布新功能 [182] - 美光宣布将HBM4送样给多家主要客户，确定DDR4将停产，市场面临大缺货 [184][185][186] - 中国台湾将华为及中芯国际列入出口管制“黑名单” [189] - Marvell更新定制AI ASIC市场预测，预计到2028年市场规模将达940亿美元，复合年增长率提升至35% [191] - 威刚科技DDR4和DDR5长单应接不暇，产能爆棚，营运迎来最红火季度 [193] - Meta与欧克利联合发布新款AI眼镜Oakley Meta HSTN [194] - 龙芯发布新一代处理器芯片，包括服务器、工控及移动终端处理器芯片 [195] - 小米召开人车家全生态发布会，发布首款SUV小米YU7、AI眼镜等多款新品 [197] 河南省半导体行业动态 - 郑州高新区举办半导体产业合作推介会，促进产业链上下游资源整合 [200] - 河南鸿昌电子实现半导体晶粒切割技术突破 [201] 估值分析与投资建议 估值分析 - 目前半导体行业PE估值高于近十年中位值及平均值 [203] 投资建议 - 建议关注AI眼镜产业链核心环节投资机会 [204] - 建议关注国内存储器产业链投资机会 [205]