Workflow
EO
icon
搜索文档
Stingray Group Board of Directors announces that Nominees for 2025 Annual General Meeting Include The Honourable Jean Charest as a New Director Candidate
Globenewswire· 2025-07-08 06:03
MONTREAL, July 07, 2025 (GLOBE NEWSWIRE) -- The Board of Directors of Stingray Group Inc. (TSX: RAY. A; RAY.B) (“Stingray”), an industry leader in music and video content distribution, business services, and advertising solutions, today announced that The Honourable Jean Charest, P.C., former Premier of Québec and Deputy Prime Minister of Canada, has been nominated for election to its Board of Directors at Stingray’s upcoming Annual General Meeting (AGM), to be held on August 6, 2025. Mr. Charest is one of ...
Xtant Medical (XTNT) Earnings Call Presentation
2025-07-07 21:53
业绩总结 - 2024财年收入为1.173亿美元,同比增长28%[6] - 预计2025财年收入将在1.26亿至1.3亿美元之间[6] - 2024财年调整后EBITDA为正,运营现金流为正[8] 市场数据 - 全球脊柱市场规模为100亿美元,正地址市场为25亿美元[6][21] - 2024年美国生物材料市场规模为25亿美元,脊柱植入物市场为56亿美元[22] - 2024年美国去矿化骨移植市场规模为4.85亿美元,合成骨移植市场为5.83亿美元[24] 用户和市场准入 - 公司在450个IDN合同和670多个独立分销商中拥有卓越的市场准入[6] - 2025年预计收入增长100%为有机增长[31] 产品和技术 - 公司在所有五个脊柱生物材料类别中实现完全垂直整合[17] - 公司计划通过收购和新产品流动来推动收入增长[35]
传媒互联网周报:持续看好游戏板块机会,关注暑期档及AI应用板块机会-20250707
国信证券· 2025-07-07 21:44
报告行业投资评级 - 优于大市 [1][4] 报告的核心观点 - 持续看好游戏板块机会,关注暑期档及AI应用板块机会,短期业绩周期向上,中长期持续看好AI应用及IP潮玩 [1][3] 根据相关目录分别进行总结 本周表现回顾 - 本周(6.30 - 7.6)传媒行业上涨2.39%,跑赢沪深300(1.54%)和创业板指(1.50%),涨幅靠前的有吉比特、巨人网络等,跌幅靠前的有慈文传媒、三维通信等,在所有板块中涨跌幅排名第6位 [1][11][12] 重点关注 - 苹果调整欧盟应用商店规则,为开发者开辟更广阔空间 [2][15] - 微信支付推出MCP功能,允许AI与用户互动时直接支付,为AI商业化铺平道路 [2][16] - MiniMax推出全球首个开源大规模混合架构推理模型MiniMax - M1,在全球开源模型评测中排第二 [2][16] - 谷歌推出全新AI工具套件Gemini for Education,面向学校免费开放,协助师生教学 [2][17] 本周行业数据更新 电影票房表现情况 - 本周(6月30日 - 7月6日)电影票房6.82亿元,票房前三为《侏罗纪世界:重生》(2.75亿元,占比40.4%)、《名侦探柯南:独眼的残像》(1.18亿元,占比17.3%)、《F1:狂飙飞车》(0.85亿元,占比12.5%),下周将上映《聊斋:兰若寺》《八戒之天蓬下界》《超人》 [2][17][19] 电视剧(网剧) - 本周《以法之名》《锦绣芳华》《临江仙》《折腰》《书卷一梦》等网络剧居前 [22][24] 综艺节目 - 本周《奔跑吧第九季》《歌手2025》《新说唱2025》《哈哈哈哈哈第五季》《中餐厅非洲创业季》排名居前 [2][23][25] 游戏 - 2025年5月中国手游收入前三为点点互动《Whiteout Survival》、柠檬微趣《Gossip Harbor:Merge&Story》和腾讯《PUBG MOBILE》,本周《王者荣耀》《和平精英》在iOS游戏畅销榜排名居前,《心动小镇》和《崩坏:星穹铁道》在相关榜单排名居前 [2][26][29] 数字藏品(NFT) - 截至2025年7月6日,最近7日海外数字藏品成交额前三为BoredApeYachtClub、CryptoDickbutts S3和Habbo Avatars [32][33] 行业新闻 - 字节跳动开源Trae - Agent,支持自然语言驱动编程任务自动化,提升开发效率 [33][34] - DeepMind推出Crome,提升大型语言模型对人类反馈的对齐能力 [35] 上市公司动态更新 - 2025年第二季度,游族转债因转股减少181.7万张,转股数量为1798.9万股,截至6月30日,剩余数量为499.9万张,剩余金额为4.99亿元 [36] 投资建议 - 基本面底部改善,关注游戏、广告媒体、影视等板块,把握个股α,如游戏板块推荐恺英网络等,媒体端关注分众传媒等,影视关注万达电影等,关注国有出版板块 [3] - 行业β持续看好高景气的IP潮玩以及从0到1阶段的AI应用,IP潮玩推荐泡泡玛特等,AI应用关注游戏、玩具等方向,2B/2G关注营销、教育等领域,2C关注AI游戏、AI玩具等领域 [3]
Locafy Launches AI-Driven SEO Product Suite for FY26
Globenewswire· 2025-07-07 21:40
Locafy’s AI Search Platform Powers Visibility Across Organic and AI SearchNew Product Lineup Tailored to Local, National, and e-Commerce Businesses AI-Powered Tools Designed to Automate Engagement and Accelerate Online Presence PERTH, Australia, July 07, 2025 (GLOBE NEWSWIRE) -- Locafy Limited (NASDAQ: LCFY, “Locafy”), a globally recognized leader in location-based digital marketing, today unveiled its FY26 suite of AI-powered SEO products. These solutions, now commercially available following successful ...
恺英网络“捡漏”900亿ST华通
环球老虎财经· 2025-07-07 20:55
世纪华通成为了年内最火爆的"戴帽"股。 值得注意的是,在ST华通"暴走"后,一众股东坐享泼天富贵,这其中就包含了同行恺英网络。 据了解,恺英网络早在2024年1月便官宣与ST华通加强股权合作,投资额度不超过5亿元。截至一季度 末,恺英网络新进ST华通前十大股东名单,并共计持有1亿股股份;倘若至今持股数量未变,那么其二 季度浮盈接近6亿元,现有持股市值将超12亿元。 最牛ST股世纪华通 ST华通以凌厉的走势成为两市最牛ST股。 7月7日,ST华通报收12.25元,上涨2.94%,市值攀升至913亿元。纵观二季度至今,ST华通大涨近 90%。而如果从2024年"924行情"开始算起,该股更是大涨超280%。 7月7日,ST华通再涨2.94%,市值录得913亿元,距离千亿市值"俱乐部"仅有一步之遥。实际上,ST华 通的"躁动"已有较长时间;二季度开始,该股大涨近90%,而从"924行情"至今,更是上涨超280%。 抽丝剥茧来看,ST华通的持续上涨首先受益于行业环境变好;目前,游戏既是AI和新消费的"交汇 点",又有版号放松、出海迅猛等内外因素加持。另外,在行业"顺风"之下,ST华通凭借诸如"Whiteout Sur ...
OR Royalties Announces Preliminary Q2 2025 GEO Deliveries Along with Record Quarterly Revenue & Cash Margin
Globenewswire· 2025-07-07 19:15
MONTRÉAL, July 07, 2025 (GLOBE NEWSWIRE) -- OR Royalties Inc. (“OR Royalties” or the “Company”) (OR: TSX & NYSE) is pleased to provide an update on its second quarter 2025 preliminary deliveries, revenues and cash margin, as well as on its cash and debt positions as at June 30th, 2025. All monetary amounts included in this report are expressed in United States dollars, unless otherwise noted. PRELIMINARY Q2 2025 RESULTS OR Royalties earned 19,700 attributable gold equivalent ounces1 (“GEOs”) in the second q ...
嵌入式内存有了新选择
36氪· 2025-07-07 18:13
随着数字化的发展,嵌入式系统已成为支撑智能设备运转的核心。从可穿戴设备的实时健康监测到自动驾驶汽车的环境感知,从工业机器人的精密控制到 5G 基站的高速数据处理,这些场景对内存的性能、功耗和成本提出了日益严苛的要求。传统存储技术逐渐显露出短板:静态随机存取存储器(SRAM) 虽能提供高速访问,但高昂的成本和有限的容量使其难以满足大规模数据处理需求;动态随机存取存储器(DRAM)虽具备较高的存储密度,却需要复杂 的刷新电路支持,功耗控制难题始终制约着其在嵌入式领域的深度应用。 在此情况下,伪静态随机存取存储器(PSRAM)凭借独特的技术架构脱颖而出,成为嵌入式内存领域的新选择。这种融合了 SRAM 接口便利性与 DRAM 存储密度优势的创新产品,正在重塑嵌入式存储的市场格局。 01 PSRAM 是什么? PSRAM(Pseudo Static Random Access Memory,伪静态随机存储器)是面向嵌入系统、消费电子、IoT物联网、可穿戴设备、端侧AI产品打造的新型存储 方案。顾名思义,其是一种通过技术手段模拟SRAM操作特性的DRAM。 要理解PSRAM的优势,我们需要先了解传统存储器的特点。SRA ...
PepGen (PEPG) FY Earnings Call Presentation
2025-07-07 16:11
Company Presentation April 2025 Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended. These statements may be identified by words such as "aims," "anticipates," "believes," "could," "estimates," "expects," "forecasts," "goal," "intends," "may," "plans," "possible," "potential," "seeks," "will," and variations of these words or similar expressions that are intended to identify forward-looking st ...
PepGen (PEPG) Earnings Call Presentation
2025-07-07 16:11
Company Presentation June 2025 Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended. These statements may be identified by words such as "aims," "anticipates," "believes," "could," "estimates," "expects," "forecasts," "goal," "intends," "may," "plans," "possible," "potential," "seeks," "will," and variations of these words or similar expressions that are intended to identify forward-looking sta ...
TMT行业周报(7月第1周):国内AI软硬件生态持续完善-20250707
世纪证券· 2025-07-07 09:41
报告行业投资评级 未提及 报告的核心观点 - TMT 板块上周除传媒外均跑输沪深 300,看好算力芯片国产化替代进程加速及国产算力产业链带动,关注国产晶圆厂等相关标的 [3] - 随着今夏 GPT - 5 发布,国内外大模型能力边界与生态建设将突破,建议关注大模型、多模态垂直领域应用投资机会 [3] 根据相关目录分别进行总结 市场周度回顾 - TMT 板块内一级行业上周(6/30 - 7/04)涨跌幅为传媒 2.70%、电子 0.74%、通信 - 0.10%、计算机 - 1.28%,除传媒外均跑输沪深 300(1.54%) [3] - TMT 板块内涨幅靠前的三级子行业为游戏Ⅲ(8.36%)、印制电路板(8.31%)、消费电子零部件及组装(2.97%),跌幅靠前的为其他通信设备(- 2.49%)、数字芯片设计(- 2.38%)、通信工程及服务(- 2.36%) [3] - 展示电子、计算机、传媒、通信行业周涨跌幅前五个股情况 [12][13][14] 行业要闻及重点公司公告 行业重要事件 - 7 月有多场行业会议及产品发布、预售等安排,如三星将发布新款折叠智能手机,Meta 与 Oakley 联合推出的 AI 眼镜开启预售等 [15] - AI 模型侧,谷歌、百度等公司有新模型发布,鸿海精密申请注册相关商标 [17] - AI 应用侧,多家机构和企业有开源模型、成立公司、发布计划等动作,预计 2028 年中国安全智能体相关应用市场规模达 16 亿美元,年复合增长率超 230% [19] - AI 算力侧,均普智能、谷歌、华为等公司有新应用、产品或功能上线,恺英网络展示 AI 全流程开发平台 [23] 公司公告 - 阿里云将在马来西亚和菲律宾新增数据中心,2024 年阿里云 AI IaaS 市场份额达 23%,华为云占比 10%,火山引擎占比 9% [24] - 多家公司有股东减持、股份转让、股权收购、中标项目等情况 [24][25]