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08-10

$英伟达(NVDA)$

06-16

$英伟达(NVDA)$ 🐛

05-19

$英伟达(NVDA)$ at least 275

2025-09-29

$亚马逊(AMZN)$ [害羞]

2025-07-22

$谷歌A(GOOGL)$ buy in now！

2025-06-20

？

[Apple] Bullish and bearish factors coexist; Apple's outlook is volatile.

2025-06-05

[财迷]

Jefferies releases its list of top stocks for this summer, including chip giant Nvidia.

2025-05-30

$英伟达(NVDA)$ Pull up！

2025-05-29

They should do this ten years ago[白眼]

Microsoft's new move! Windows Update will allow third-party software access: one-stop processing for all updates

2025-05-28

[微笑]

2025-01-16

$谷歌A(GOOGL)$

2024-05-07

[开心]

@Seven8:巴菲特忙碌幾十年，終究沒有跑贏標$標普500ETF(SPY)$ $伯克希爾B(BRK.B)$

2024-05-07

[呆住]

@理想中的生活:$LAU.HK 20240530 130.00 CALL$ SCC 做個備兌，月底到期的還有SP 130，大概率是要行權的，控制一下倉位。

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data-views=\"1\"></v-v>&nbsp;","text":"$英伟达(NVDA)$","images":[{"img":"https://community-static.tradeup.com/news/b1edf702507be44d8e66f0df1a86fb8d","width":"1074","height":"1644"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/595324513171048","isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":575811573474232,"gmtCreate":1781587381493,"gmtModify":1781587384193,"author":{"id":"4172639469640402","authorId":"4172639469640402","name":"underhill","avatar":"https://community-static.tradeup.com/news/b5c85c7496cff615c66e474921d6dc80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4172639469640402","idStr":"4172639469640402"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 🐛","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 🐛","text":"$英伟达(NVDA)$ 🐛","images":[{"img":"https://community-static.tradeup.com/news/931771728760373ebd8829c8331922fe","width":"1074","height":"1644"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/575811573474232","isVote":1,"tweetType":1,"viewCount":766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":565717696393424,"gmtCreate":1779147778185,"gmtModify":1779147781439,"author":{"id":"4172639469640402","authorId":"4172639469640402","name":"underhill","avatar":"https://community-static.tradeup.com/news/b5c85c7496cff615c66e474921d6dc80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4172639469640402","idStr":"4172639469640402"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v 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href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a><v-v data-views=\"1\"></v-v> [害羞]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a><v-v data-views=\"1\"></v-v> [害羞]&nbsp;&nbsp;","text":"$亚马逊(AMZN)$ [害羞]","images":[{"img":"https://community-static.tradeup.com/news/e7f5c67822b876c5c6cd09742c0b8ca2","width":"1122","height":"1737"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/483984428888600","isVote":1,"tweetType":1,"viewCount":2666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":459528963022936,"gmtCreate":1753190108170,"gmtModify":1753190111415,"author":{"id":"4172639469640402","authorId":"4172639469640402","name":"underhill","avatar":"https://community-static.tradeup.com/news/b5c85c7496cff615c66e474921d6dc80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4172639469640402","idStr":"4172639469640402"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$谷歌A(GOOGL)$&nbsp;</a><v-v data-views=\"1\"></v-v> buy in now！","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$谷歌A(GOOGL)$&nbsp;</a><v-v data-views=\"1\"></v-v> buy in now！","text":"$谷歌A(GOOGL)$ buy in now！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/459528963022936","isVote":1,"tweetType":1,"viewCount":3972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":447970916016896,"gmtCreate":1750390652111,"gmtModify":1750390654773,"author":{"id":"4172639469640402","authorId":"4172639469640402","name":"underhill","avatar":"https://community-static.tradeup.com/news/b5c85c7496cff615c66e474921d6dc80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4172639469640402","idStr":"4172639469640402"},"themes":[],"title":"","htmlText":"？","listText":"？","text":"？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/447970916016896","repostId":"2544286194","repostType":2,"repost":{"id":"2544286194","kind":"news","pubTimestamp":1750375835,"share":"https://ttm.financial/m/news/2544286194?lang=en_US&edition=fundamental","pubTime":"2025-06-20 07:30","market":"us","language":"zh","title":"[Apple] Bullish and bearish factors coexist; Apple's outlook is volatile.","url":"https://stock-news.laohu8.com/highlight/detail?id=2544286194","media":"国元期货研究","summary":"当前水果市场以应季时令水果为主，终端对苹果按需采购为主，市场到车量低位运行。时令水果冲击下，苹果需求步入淡季，产区出库放缓。加之低库存支撑下，苹果价格明显上涨，出口竞争力有所削弱。苹果出口呈现明显季节性回落态势，预计这一趋势将持续至新季苹果上市。新季方面，西部产区套袋量好于预期，缓解了前期坐果不佳引发的减产担忧，苹果2510合约价格重心下移。","content":"<p><html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073654339v201x2nzym0t9v1\"/>Strategic perspective</p><p>Impacted by summer seasonal fruits,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Consumption has entered the traditional off-season, but the remaining stock this quarter is relatively small, and the supply pressure is not significant, supporting the stability of spot prices. Regarding the new season's yield, the fruit setting rate in the western production areas was previously low, leading to expectations of reduced production. As the bagging work progressed, the actual bagging volume was better than expected, and the expectation for the magnitude of the production reduction was lowered. As a new quarter contract, the Apple 2510 contract is affected by both the spot market and new quarter production estimates, given the current situation of weak supply and demand in the spot market and stable prices. The production cuts were better than expected, and the price center of gravity shifted downwards. However, there is still a risk of weather disturbances, and with low spot inventory, there is a strong expectation for the fruit season later in the season. The downside potential should be viewed cautiously, with a primarily volatile trend. The recommended range is 7300-7800 yuan/ton.</p><p>I. Market Review</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073655258v201iieg89kaiea\"/>market<a href=\"https://laohu8.com/S/002200\">Transportation</a>The market is light, with limited remaining inventory, a lack of urgent selling sentiment in production areas, and spot stock priced based on quality, remaining generally stable. With both bullish and bearish factors in the fundamentals, the market strengthened slightly last week, but the overall situation was volatile.</p><p>II. Apple Fundamentals Analysis</p><p>2.1</p><p>Spot supply and demand were weak, and prices remained generally stable.</p><p>As of June 17, the average price of Luochuan 70# semi-finished products was 4.8 yuan/jin, unchanged from the previous week; The average price of Qixia 80# grades 1 and 2 was 4.2 yuan/jin, unchanged from last week. As of June 17, the average daily arrival volume of goods in major wholesale markets in Guangdong was 14 truckloads. The current fruit market is dominated by seasonal fruits, with retailers primarily purchasing apples on demand, resulting in low market arrivals. However, with low inventory in production areas, tight supply, and a weak urgent selling mentality, spot prices remained generally stable due to weak supply and demand.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073700913v201w31vvdlggq0\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073702517v201fmsmrnugeb7\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073708118v201vtsczjy031p\"/>2.2</p><p>Low inventory levels slow down off-season shipments</p><p>According to my<a href=\"https://laohu8.com/S/000061\">agricultural products</a>According to online statistics, as of June 18, 2025, cold storage inventory in major production areas was 1.1649 million tons, with weekly destocking of 109,700 tons. Due to the impact of seasonal fruits, apple demand has entered the off-season, and shipments from production areas have slowed down. Currently, remaining inventory is at a historical low, sales pressure is low, bagging in production areas is nearing its end, labor is tight during busy farming, and the urgent selling mentality is not strong.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073716568v201qvsnmu9mjff\"/>2.3</p><p>Exports enter the seasonal off-season</p><p>According to data from the General Administration of Customs, as of April 2025, my country's apple exports reached 72,600 tons, a decrease of 24.45% month-on-month and a slight decrease of 1.6% year-on-year compared to March. The traditional peak season for my country's apple exports is concentrated from the fourth quarter to the first quarter of the following year. After entering April, after continuous shipments in the early stages, the remaining inventory of cold storage has been significantly reduced, and the source of goods available for export is relatively limited. In addition, supported by low inventory levels, apple prices have risen significantly, weakening their export competitiveness. Apple exports are showing a clear seasonal decline, and this trend is expected to continue until the new apple season begins.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073719404v2015iifah9ueds\"/>2.4</p><p>The increased volume of seasonal fruits has a significant substitution effect.</p><p>With consumption upgrading and increasingly abundant fruit supply, residents' fruit consumption is showing a clear trend of diversification, which has formed a structural substitute for the traditional bulk fruit apple consumption. As of June 17, the average wholesale price of watermelons was 3.41 yuan/kg, a decrease of 0.27 yuan/kg compared to the previous week. As summer fruit quantities gradually increase, prices enter a downward trend. Summer temperatures are hot, and seasonal fruits are more in line with consumers' seasonal consumption habits, creating a significant substitution effect for apples.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073729927v201r6vtlixz9gu\"/>III. Market Summary</p><p>Apple consumption weakened due to the impact of the concentrated summer fruit market, but low remaining inventory supported spot prices, and the spot market was in a phase of weak supply and demand. Regarding the new season, bagging volume in western production areas exceeded expectations, alleviating concerns about production cuts caused by poor harvest in the early stages, leading to a downward shift in the price of the Apple 2510 contract. However, low inventory and potential weather risks still provide downward support for prices, and the market is expected to maintain a volatile trend in the future. The recommended range is 7300-7800 yuan/ton.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073738709v2018dzdju48oz3\"/><strong>Date of writing:</strong>June 19, 2025</p><p><strong>Author:</strong>Chai Yinghua</p><p>Analyst</p><p>Futures Practitioner Qualification No.: F3040296</p><p>Investment Consulting Qualification No.: Z0015079</p><p>Tel: 010-84555291</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073743000v201qoziv4jur86\"/><strong>Business qualifications and</strong></p><p></article></body></html></p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>[Apple] Bullish and bearish factors coexist; Apple's outlook is volatile.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n[Apple] Bullish and bearish factors coexist; Apple's outlook is volatile.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">国元期货研究</strong><span class=\"h-time small\">2025-06-20 07:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073654339v201x2nzym0t9v1\"/>Strategic perspective</p><p>Impacted by summer seasonal fruits,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Consumption has entered the traditional off-season, but the remaining stock this quarter is relatively small, and the supply pressure is not significant, supporting the stability of spot prices. Regarding the new season's yield, the fruit setting rate in the western production areas was previously low, leading to expectations of reduced production. As the bagging work progressed, the actual bagging volume was better than expected, and the expectation for the magnitude of the production reduction was lowered. As a new quarter contract, the Apple 2510 contract is affected by both the spot market and new quarter production estimates, given the current situation of weak supply and demand in the spot market and stable prices. The production cuts were better than expected, and the price center of gravity shifted downwards. However, there is still a risk of weather disturbances, and with low spot inventory, there is a strong expectation for the fruit season later in the season. The downside potential should be viewed cautiously, with a primarily volatile trend. The recommended range is 7300-7800 yuan/ton.</p><p>I. Market Review</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073655258v201iieg89kaiea\"/>market<a href=\"https://laohu8.com/S/002200\">Transportation</a>The market is light, with limited remaining inventory, a lack of urgent selling sentiment in production areas, and spot stock priced based on quality, remaining generally stable. With both bullish and bearish factors in the fundamentals, the market strengthened slightly last week, but the overall situation was volatile.</p><p>II. Apple Fundamentals Analysis</p><p>2.1</p><p>Spot supply and demand were weak, and prices remained generally stable.</p><p>As of June 17, the average price of Luochuan 70# semi-finished products was 4.8 yuan/jin, unchanged from the previous week; The average price of Qixia 80# grades 1 and 2 was 4.2 yuan/jin, unchanged from last week. As of June 17, the average daily arrival volume of goods in major wholesale markets in Guangdong was 14 truckloads. The current fruit market is dominated by seasonal fruits, with retailers primarily purchasing apples on demand, resulting in low market arrivals. However, with low inventory in production areas, tight supply, and a weak urgent selling mentality, spot prices remained generally stable due to weak supply and demand.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073700913v201w31vvdlggq0\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073702517v201fmsmrnugeb7\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073708118v201vtsczjy031p\"/>2.2</p><p>Low inventory levels slow down off-season shipments</p><p>According to my<a href=\"https://laohu8.com/S/000061\">agricultural products</a>According to online statistics, as of June 18, 2025, cold storage inventory in major production areas was 1.1649 million tons, with weekly destocking of 109,700 tons. Due to the impact of seasonal fruits, apple demand has entered the off-season, and shipments from production areas have slowed down. Currently, remaining inventory is at a historical low, sales pressure is low, bagging in production areas is nearing its end, labor is tight during busy farming, and the urgent selling mentality is not strong.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073716568v201qvsnmu9mjff\"/>2.3</p><p>Exports enter the seasonal off-season</p><p>According to data from the General Administration of Customs, as of April 2025, my country's apple exports reached 72,600 tons, a decrease of 24.45% month-on-month and a slight decrease of 1.6% year-on-year compared to March. The traditional peak season for my country's apple exports is concentrated from the fourth quarter to the first quarter of the following year. After entering April, after continuous shipments in the early stages, the remaining inventory of cold storage has been significantly reduced, and the source of goods available for export is relatively limited. In addition, supported by low inventory levels, apple prices have risen significantly, weakening their export competitiveness. Apple exports are showing a clear seasonal decline, and this trend is expected to continue until the new apple season begins.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073719404v2015iifah9ueds\"/>2.4</p><p>The increased volume of seasonal fruits has a significant substitution effect.</p><p>With consumption upgrading and increasingly abundant fruit supply, residents' fruit consumption is showing a clear trend of diversification, which has formed a structural substitute for the traditional bulk fruit apple consumption. As of June 17, the average wholesale price of watermelons was 3.41 yuan/kg, a decrease of 0.27 yuan/kg compared to the previous week. As summer fruit quantities gradually increase, prices enter a downward trend. Summer temperatures are hot, and seasonal fruits are more in line with consumers' seasonal consumption habits, creating a significant substitution effect for apples.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073729927v201r6vtlixz9gu\"/>III. Market Summary</p><p>Apple consumption weakened due to the impact of the concentrated summer fruit market, but low remaining inventory supported spot prices, and the spot market was in a phase of weak supply and demand. Regarding the new season, bagging volume in western production areas exceeded expectations, alleviating concerns about production cuts caused by poor harvest in the early stages, leading to a downward shift in the price of the Apple 2510 contract. However, low inventory and potential weather risks still provide downward support for prices, and the market is expected to maintain a volatile trend in the future. The recommended range is 7300-7800 yuan/ton.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073738709v2018dzdju48oz3\"/><strong>Date of writing:</strong>June 19, 2025</p><p><strong>Author:</strong>Chai Yinghua</p><p>Analyst</p><p>Futures Practitioner Qualification No.: F3040296</p><p>Investment Consulting Qualification No.: Z0015079</p><p>Tel: 010-84555291</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073743000v201qoziv4jur86\"/><strong>Business qualifications and</strong></p><p></article></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250620073755a4b36f73&s=b\">国元期货研究</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU1718418525.SGD":"JPMorgan Investment Funds - 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ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","MACW.SI":"APPLE 3xLongSG261006","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250620073755a4b36f73&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2544286194","content_text":"策略观点受夏季时令水果冲击，苹果消费进入传统淡季，不过本季剩余偏少，供给压力不大，支撑现货价格持稳。新季产量方面，之前西部产区坐果率偏低，引发减产预期。随着套袋工作的推进，实际套袋量好于预期，减产幅度的预期下调。苹果2510合约作为新季合约，受现货端和新季估产双重影响，在现货处于供需双弱，价格持稳的当下。减产程度好于预期，盘面价格重心下移。不过后续仍有天气扰动风险，且现货低库存下，果季后期存偏强预期，下方空间谨慎看待，以震荡走势为主。建议区间7300-7800元/吨。一、行情回顾市场交投清淡，剩余库存不多，产区急售心态不强，现货以质论价，整体持稳。基本面多空因素并存，盘面上周小幅走强，整体处于震荡。二、苹果基本面分析2.1现货端供需双弱 价格整体持稳截至6月17日,洛川70#半商品均价4.8元/斤，价格较上周环比持平；栖霞80#一二级均价4.2元/斤，较上周环比持平。截至6月17日，广东主要批发市场日均到货量为14车。当前水果市场以应季时令水果为主，终端对苹果按需采购为主，市场到车量低位运行。不过产区库存偏低，供给偏紧，急售心态不强，供需双弱下，现货价格整体持稳。2.2库存余量不大 淡季出库放缓据我的农产品网统计，截至2025年6月18日，主产区冷库库存为116.49万吨，周度去库10.97万吨。时令水果冲击下，苹果需求步入淡季，产区出库放缓。当前剩余库存量处于历史低位，销售压力不大，产区套袋进入尾声，农忙用工紧张，急售心态不强。2.3出口步入季节性淡季据海关总署数据显示，截至2025年4月，我国苹果当月出口量为7.26万吨，较3月份环比下滑24.45%，同比小幅下降1.6%。我国苹果出口的传统旺季集中在每年四季度至次年一季度。进入4月后，经过前期持续出库，冷库剩余库存量已明显减少，可供出口的货源相对有限。加之低库存支撑下，苹果价格明显上涨，出口竞争力有所削弱。苹果出口呈现明显季节性回落态势，预计这一趋势将持续至新季苹果上市。2.4时令水果上量 替代效应显著随着消费升级和水果供给日益丰富，居民水果消费呈现明显的多元化趋势，这对传统大宗水果苹果的消费形成了结构性替代。截至6月17日，西瓜批发均价为3.41元/公斤，较上周环比下跌0.27元/公斤。夏季水果逐步上量，价格进入下行通道。夏季气温炎热，时令水果更符合消费者季节性消费习惯，对苹果产生明显的替代效应。三、行情总结夏季水果集中上市的冲击下，苹果消费走弱，但剩余库存偏低支撑现货价格，现货端处于供需双弱阶段。新季方面，西部产区套袋量好于预期，缓解了前期坐果不佳引发的减产担忧，苹果2510合约价格重心下移。不过低库存和潜在天气风险仍对价格下方形成支撑，预计后市将维持震荡走势。建议区间7300-7800元/吨。写作日期：2025年6月19日作者：柴颖华分析师期货从业资格号：F3040296投资咨询资格号：Z0015079联系电话：010-84555291业务资格和","news_type":1,"symbols_score_info":{"AAPL":0.9,"MACW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":3286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":442714394968448,"gmtCreate":1749107318562,"gmtModify":1749107321328,"author":{"id":"4172639469640402","authorId":"4172639469640402","name":"underhill","avatar":"https://community-static.tradeup.com/news/b5c85c7496cff615c66e474921d6dc80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4172639469640402","idStr":"4172639469640402"},"themes":[],"title":"","htmlText":"[财迷]&nbsp;&nbsp;","listText":"[财迷]&nbsp;&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/442714394968448","repostId":"1187618283","repostType":4,"repost":{"id":"1187618283","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1749105216,"share":"https://ttm.financial/m/news/1187618283?lang=en_US&edition=fundamental","pubTime":"2025-06-05 14:33","market":"us","language":"zh","title":"Jefferies releases its list of top stocks for this summer, including chip giant Nvidia.","url":"https://stock-news.laohu8.com/highlight/detail?id=1187618283","media":"老虎资讯综合","summary":"随着新一个交易月(6月)的开始，杰富瑞的分析师分享了他们在夏季即将到来之际的首选股票名单。以下表格列出了其中10只股票：杰富瑞今夏十大首选股票公司名称股票代码目标价 $英伟达$ NVDA$185 $德康医疗$DXCM$110 $第一资本$COF$230 $卡特彼勒$ CAT$425 $GE HEALTHCARE TECHNOLOGIES INC$ GEHC$95 $吉利德科学$ GILD$130 $国际香料香精$IFF$89 $微软$ MSFT$550 $Saia Inc.$ SAIA$350 $PVH Corp$ PVH$105来源：Jefferies芯片巨头英伟达位列推荐名单。该股年内涨幅达5%，杰富瑞185美元的目标价预示其有31%上行空间。","content":"<p><html><head></head><body><p style=\"text-align: left;\">As the new trading month (June) begins, Jefferies analysts share their list of top stocks as summer approaches.</p><p><p style=\"text-align: left;\">At the beginning of the year, the dominant topic in the US stock market was the uncertainty surrounding tariff policy. But in May, U.S. stocks rebounded, with the S&P 500 rising 6.2%, its best monthly performance since November 2023.</p><p><p style=\"text-align: left;\">Investors are divided on the future direction of the market. On the optimistic side, Tom Lee of Fundstrat Global Advisors believes that the April sell-off \"reignited a new bull market\"; Evercore's Julian Emanuel, however, was more cautious, pointing out that historical data suggests investors may face a period of turmoil ahead.</p><p><p style=\"text-align: left;\">Given that uncertainty about the trade outlook may continue to trouble investors, Jefferies said in a report on Tuesday that its recommended stocks have \"all-weather\" qualities.</p><p><p style=\"text-align: left;\">Jefferies recommended 28 of its \"buy-rated\" and most confident investment targets, which are \"based on differential analysis, supported by catalysts, and at valuation levels that are expected to rise.\" The following table lists 10 of these stocks:</p><p><h4 id=\"id_3030486963\" style=\"text-align: left;\">Jefferies' Top Ten Stocks This Summer</h4><table style=\"border-collapse:collapse;\"><colgroup><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\">Company Name</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">Stock Code</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">Target Price</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>(Nvidia)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">NVDA</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$185</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/DXCM\">Dekang Medical</a>(Dexcom)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">DXCM</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$110</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/COF\">First Capital</a>(Capital One)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">COF</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$230</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/CAT\">Caterpillar</a>(Caterpillar)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">CAT</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$425</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/GEHC\">GE HEALTHCARE TECHNOLOGIES INC</a>(GE HealthCare)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">GEHC</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$95</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/GILD\">Gilead Sciences</a>(Gilead)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">guild</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$130</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/IFF\">International fragrances and essences</a>(IFF)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">IFF</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$89</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>(Microsoft)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">MSFT</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$550</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/SAIA\">Saia Inc.</a>(Saia)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">Exit</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$350</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/PVH\">PVH Corp.</a>(PVH)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">PVH</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$105</p><p></td></tr></tbody></table><p style=\"text-align: left;\"><em>Source: Jefferies</em></p><p><p style=\"text-align: left;\">Chip giant Nvidia is on the recommended list. The stock has risen 5% this year, and Jefferies' target price of $185 suggests it has 31% upside potential. The report states: \"NVIDIA is the dominant player in the data center AI accelerator field, and the industry is expanding rapidly with the development and application of AI technology. The next-generation Blackwell GPU platform is now fully operational, and its full-year gross profit margin is expected to increase from 70%-72% to 74%-76%.\"</p><p>Blood glucose monitoring system manufacturer<a href=\"https://laohu8.com/S/DXCM\">Dekang Medical</a>Also selected. The stock will rise by 11% cumulatively in 2025, with a target price of $110 corresponding to nearly 27% upside potential. \"Dekang Medical is about to achieve a breakthrough in performance by expanding the coverage of patients treated with type 2 non-insulin,\" the report analyzed. Its 15-day continuous monitoring sensor has been approved by the U.S. Food and Drug Administration, and \"sensor upgrades will become an important profit growth point.\"</p><p><a href=\"https://laohu8.com/S/COF\">First Capital</a>It was also listed as a winning target. The $230 target price represents an 18% premium over Tuesday's closing price. Jefferies emphasized that its recent acquisition of Discovery Financial Services is a key catalyst: \"The completion of the acquisition will unleash significant network synergies and optimize operating costs. More notably, the credit condition of the COF/DFS portfolio continues to improve, with increased net interest margins and reserve releases creating a dual benefit.\" The stock has risen more than 9% this year.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Jefferies releases its list of top stocks for this summer, including chip giant Nvidia.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJefferies releases its list of top stocks for this summer, including chip giant Nvidia.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2025-06-05 14:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><p style=\"text-align: left;\">As the new trading month (June) begins, Jefferies analysts share their list of top stocks as summer approaches.</p><p><p style=\"text-align: left;\">At the beginning of the year, the dominant topic in the US stock market was the uncertainty surrounding tariff policy. But in May, U.S. stocks rebounded, with the S&P 500 rising 6.2%, its best monthly performance since November 2023.</p><p><p style=\"text-align: left;\">Investors are divided on the future direction of the market. On the optimistic side, Tom Lee of Fundstrat Global Advisors believes that the April sell-off \"reignited a new bull market\"; Evercore's Julian Emanuel, however, was more cautious, pointing out that historical data suggests investors may face a period of turmoil ahead.</p><p><p style=\"text-align: left;\">Given that uncertainty about the trade outlook may continue to trouble investors, Jefferies said in a report on Tuesday that its recommended stocks have \"all-weather\" qualities.</p><p><p style=\"text-align: left;\">Jefferies recommended 28 of its \"buy-rated\" and most confident investment targets, which are \"based on differential analysis, supported by catalysts, and at valuation levels that are expected to rise.\" The following table lists 10 of these stocks:</p><p><h4 id=\"id_3030486963\" style=\"text-align: left;\">Jefferies' Top Ten Stocks This Summer</h4><table style=\"border-collapse:collapse;\"><colgroup><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\">Company Name</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">Stock Code</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">Target Price</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>(Nvidia)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">NVDA</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$185</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/DXCM\">Dekang Medical</a>(Dexcom)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">DXCM</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$110</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/COF\">First Capital</a>(Capital One)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">COF</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$230</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/CAT\">Caterpillar</a>(Caterpillar)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">CAT</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$425</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/GEHC\">GE HEALTHCARE TECHNOLOGIES INC</a>(GE HealthCare)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">GEHC</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$95</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/GILD\">Gilead Sciences</a>(Gilead)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">guild</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$130</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/IFF\">International fragrances and essences</a>(IFF)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">IFF</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$89</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>(Microsoft)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">MSFT</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$550</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/SAIA\">Saia Inc.</a>(Saia)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">Exit</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$350</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/PVH\">PVH Corp.</a>(PVH)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">PVH</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$105</p><p></td></tr></tbody></table><p style=\"text-align: left;\"><em>Source: Jefferies</em></p><p><p style=\"text-align: left;\">Chip giant Nvidia is on the recommended list. The stock has risen 5% this year, and Jefferies' target price of $185 suggests it has 31% upside potential. The report states: \"NVIDIA is the dominant player in the data center AI accelerator field, and the industry is expanding rapidly with the development and application of AI technology. The next-generation Blackwell GPU platform is now fully operational, and its full-year gross profit margin is expected to increase from 70%-72% to 74%-76%.\"</p><p>Blood glucose monitoring system manufacturer<a href=\"https://laohu8.com/S/DXCM\">Dekang Medical</a>Also selected. The stock will rise by 11% cumulatively in 2025, with a target price of $110 corresponding to nearly 27% upside potential. \"Dekang Medical is about to achieve a breakthrough in performance by expanding the coverage of patients treated with type 2 non-insulin,\" the report analyzed. Its 15-day continuous monitoring sensor has been approved by the U.S. Food and Drug Administration, and \"sensor upgrades will become an important profit growth point.\"</p><p><a href=\"https://laohu8.com/S/COF\">First Capital</a>It was also listed as a winning target. The $230 target price represents an 18% premium over Tuesday's closing price. Jefferies emphasized that its recent acquisition of Discovery Financial Services is a key catalyst: \"The completion of the acquisition will unleash significant network synergies and optimize operating costs. More notably, the credit condition of the COF/DFS portfolio continues to improve, with increased net interest margins and reserve releases creating a dual benefit.\" The stock has risen more than 9% this year.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/16bac18bf70d1d1d05103f6e5f67024f","relate_stocks":{"GEHC":"GE HEALTHCARE TECHNOLOGIES INC","COF":"第一资本","SAIA":"Saia Inc.","IFF":"国际香料香精","MSFT":"微软","GILD":"吉利德科学","PVH":"PVH Corp","NVDA":"英伟达","DXCM":"德康医疗","CAT":"卡特彼勒"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187618283","content_text":"随着新一个交易月(6月)的开始，杰富瑞（Jefferies）的分析师分享了他们在夏季即将到来之际的首选股票名单。年初，美股市场的主导话题是关税政策的不确定性。但到了5月，美股迎来反弹，标普500指数上涨6.2%，创下自2023年11月以来的最佳单月表现。投资者对市场未来走向存在分歧。乐观的一方，如Fundstrat Global Advisors的Tom Lee认为，4月的抛售“重新点燃了新一轮牛市”；而Evercore的Julian Emanuel则较为谨慎，他指出历史数据显示，投资者接下来可能面临动荡时期。考虑到贸易前景的不确定性可能仍会困扰投资者，杰富瑞在周二的一份报告中表示，其推荐的股票具备\"晴雨皆宜\"的特质。杰富瑞推荐了其28只“买入评级”、最具信心的投资标的，这些股票“基于差异化分析，受到催化因素支撑，并处于有望上涨的估值水平”。以下表格列出了其中10只股票：杰富瑞今夏十大首选股票公司名称股票代码目标价 英伟达 （Nvidia）NVDA$185 德康医疗（Dexcom）DXCM$110 第一资本（Capital One）COF$230 卡特彼勒 （Caterpillar）CAT$425 GE HEALTHCARE TECHNOLOGIES INC （GE HealthCare）GEHC$95 吉利德科学 （Gilead）GILD$130 国际香料香精（IFF）IFF$89 微软 （Microsoft）MSFT$550 Saia Inc. （Saia）SAIA$350 PVH Corp （PVH）PVH$105来源：Jefferies芯片巨头英伟达位列推荐名单。该股年内涨幅达5%，杰富瑞185美元的目标价预示其有31%上行空间。报告指出：\"英伟达是数据中心AI加速器领域的霸主，该产业正随AI技术发展及应用而迅猛扩张。新一代Blackwell GPU平台已全面投产，全年毛利率有望从70%-72%提升至74%-76%。\"血糖监测系统制造商 德康医疗同样入选。该股2025年累计上涨11%，110美元目标价对应其近27%上行空间。\"德康医疗即将通过扩大2型非胰岛素治疗患者覆盖实现业绩突破，\"报告分析称。其15天持续监测传感器已获美国食品和药物管理局批准，\"传感器升级将成为重要利润增长点\"。 第一资本也被列为赢家标的。230美元目标价较周二收盘价存在18%溢价空间。杰富瑞强调该行近期收购发现金融服务公司是关键催化剂：\"并购完成后将释放显著的网络协同效应与运营成本优化。更值得关注的是COF/DFS组合信贷状况持续改善，净息差提升与准备金释放将形成双重利好。\"该股年内已上涨逾9%。","news_type":1,"symbols_score_info":{"MSFT":1.1,"GEHC":1.1,"COF":1.1,"CAT":1.1,"NVDA":1.1,"SAIA":1.1,"GILD":1.1,"IFF":1.1,"PVH":1.1,"DXCM":1.1}},"isVote":1,"tweetType":1,"viewCount":3310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":440654678679992,"gmtCreate":1748606807776,"gmtModify":1748606810900,"author":{"id":"4172639469640402","authorId":"4172639469640402","name":"underhill","avatar":"https://community-static.tradeup.com/news/b5c85c7496cff615c66e474921d6dc80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4172639469640402","idStr":"4172639469640402"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Pull &nbsp;up！","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Pull &nbsp;up！","text":"$英伟达(NVDA)$ Pull up！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/440654678679992","isVote":1,"tweetType":1,"viewCount":3406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":440139989754016,"gmtCreate":1748494512239,"gmtModify":1748494515055,"author":{"id":"4172639469640402","authorId":"4172639469640402","name":"underhill","avatar":"https://community-static.tradeup.com/news/b5c85c7496cff615c66e474921d6dc80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4172639469640402","idStr":"4172639469640402"},"themes":[],"title":"","htmlText":"They should do this ten years ago[白眼]&nbsp;&nbsp;","listText":"They should do this ten years ago[白眼]&nbsp;&nbsp;","text":"They should do this ten years ago[白眼]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/440139989754016","repostId":"2539528033","repostType":2,"repost":{"id":"2539528033","kind":"news","pubTimestamp":1748492518,"share":"https://ttm.financial/m/news/2539528033?lang=en_US&edition=fundamental","pubTime":"2025-05-29 12:21","market":"us","language":"zh","title":"Microsoft's new move! Windows Update will allow third-party software access: one-stop processing for all updates","url":"https://stock-news.laohu8.com/highlight/detail?id=2539528033","media":"快科技","summary":"快科技5月29日消息，微软正在为Windows Update引入一项变革，将允许第三方应用接入Windows Update进行更新。这一功能将通过微软新推出的“Windows Update编排平台”实现，目前该平台已开放私人预览版供开发者注册。Windows Update一直以来主要用于更新Windows操作系统的内核部分、关键驱动程序以及一些第三方设备管理应用，而大多数Windows上的应用仍依赖开发者自行创建的更新机制进行更新。此外，所有加入Windows Update编排平台的应用，都将自动获得底层Windows Update平台的未来改进。","content":"<p><html><body>Fast Technology reported on May 29,<strong><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>A change is being introduced to Windows Update that will allow third-party applications to access Windows Update for updates.</strong></p><p>This feature will be implemented through Microsoft's newly launched \"Windows Update Orchestration Platform,\" which is currently open for private preview for developers to register.</p><p>Windows Update has long been primarily used to Update the kernel, key drivers, and some third-party device management applications of the Windows operating system, while most Windows applications still rely on Update mechanisms created by developers themselves.</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_22/A503132A229270652255D4AA3D90724EC6A1AB8B_size137_w600_h330.png\"/></p><p><strong>Microsoft product manager Angie Chen said, \"We are building a unified, intelligent Update scheduling platform that can support any Update (applications, drivers, etc.) to be updated with Windows Update.\"</strong></p><p>The new platform will allow developers to take advantage of regular updates based on user activity, battery status, and even sustainable energy time.</p><p>Developers can also connect directly to native Windows Update notifications and list Update records in Windows Update's application Update history.</p><p>In addition, all applications that join the Windows Update orchestration platform will automatically receive future improvements to the underlying Windows Update platform.</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_22/6E9BD21DBB1532DEEF01C97360E405CF73558DD0_size137_w600_h400.jpg\"/></p><p></body></html></p>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft's new move! Windows Update will allow third-party software access: one-stop processing for all updates</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft's new move! Windows Update will allow third-party software access: one-stop processing for all updates\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">快科技</strong><span class=\"h-time small\">2025-05-29 12:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body>Fast Technology reported on May 29,<strong><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>A change is being introduced to Windows Update that will allow third-party applications to access Windows Update for updates.</strong></p><p>This feature will be implemented through Microsoft's newly launched \"Windows Update Orchestration Platform,\" which is currently open for private preview for developers to register.</p><p>Windows Update has long been primarily used to Update the kernel, key drivers, and some third-party device management applications of the Windows operating system, while most Windows applications still rely on Update mechanisms created by developers themselves.</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_22/A503132A229270652255D4AA3D90724EC6A1AB8B_size137_w600_h330.png\"/></p><p><strong>Microsoft product manager Angie Chen said, \"We are building a unified, intelligent Update scheduling platform that can support any Update (applications, drivers, etc.) to be updated with Windows Update.\"</strong></p><p>The new platform will allow developers to take advantage of regular updates based on user activity, battery status, and even sustainable energy time.</p><p>Developers can also connect directly to native Windows Update notifications and list Update records in Windows Update's application Update history.</p><p>In addition, all applications that join the Windows Update orchestration platform will automatically receive future improvements to the underlying Windows Update platform.</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_22/6E9BD21DBB1532DEEF01C97360E405CF73558DD0_size137_w600_h400.jpg\"/></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://tech.ifeng.com/c/8jkRLPgXNSx\">快科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","LU1564329032.USD":"BGF DYNAMIC HIGH INCOME \"A2\" (USD) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","SG9999014559.SGD":"United Income Focus Trust Dis SGD","BK4538":"云计算","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4550":"红杉资本持仓","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1564329628.SGD":"Blackrock Dynamic High Income A2 SGD-H","LU0061474960.USD":"天利环球焦点基金AU 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href=\"https://ttm.financial/OPT/LAU.HK 20240530 130.00 CALL\">$LAU.HK 20240530 130.00 CALL$&nbsp;</a>SCC 做個備兌，月底到期的還有SP 130，大概率是要行權的，控制一下倉位。","listText":"<a href=\"https://ttm.financial/OPT/LAU.HK 20240530 130.00 CALL\">$LAU.HK 20240530 130.00 CALL$&nbsp;</a>SCC 做個備兌，月底到期的還有SP 130，大概率是要行權的，控制一下倉位。","text":"$LAU.HK 20240530 130.00 CALL$ SCC 做個備兌，月底到期的還有SP 130，大概率是要行權的，控制一下倉位。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/302919031808224","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":440654678679992,"gmtCreate":1748606807776,"gmtModify":1748606810900,"author":{"id":"4172639469640402","authorId":"4172639469640402","name":"underhill","avatar":"https://community-static.tradeup.com/news/b5c85c7496cff615c66e474921d6dc80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4172639469640402","authorIdStr":"4172639469640402"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Pull &nbsp;up！","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Pull &nbsp;up！","text":"$英伟达(NVDA)$ Pull up！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/440654678679992","isVote":1,"tweetType":1,"viewCount":3406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":440139989754016,"gmtCreate":1748494512239,"gmtModify":1748494515055,"author":{"id":"4172639469640402","authorId":"4172639469640402","name":"underhill","avatar":"https://community-static.tradeup.com/news/b5c85c7496cff615c66e474921d6dc80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4172639469640402","authorIdStr":"4172639469640402"},"themes":[],"title":"","htmlText":"They should do this ten years ago[白眼]&nbsp;&nbsp;","listText":"They should do this ten years ago[白眼]&nbsp;&nbsp;","text":"They should do this ten years ago[白眼]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/440139989754016","repostId":"2539528033","repostType":2,"repost":{"id":"2539528033","kind":"news","pubTimestamp":1748492518,"share":"https://ttm.financial/m/news/2539528033?lang=en_US&edition=fundamental","pubTime":"2025-05-29 12:21","market":"us","language":"zh","title":"Microsoft's new move! Windows Update will allow third-party software access: one-stop processing for all updates","url":"https://stock-news.laohu8.com/highlight/detail?id=2539528033","media":"快科技","summary":"快科技5月29日消息，微软正在为Windows Update引入一项变革，将允许第三方应用接入Windows Update进行更新。这一功能将通过微软新推出的“Windows Update编排平台”实现，目前该平台已开放私人预览版供开发者注册。Windows Update一直以来主要用于更新Windows操作系统的内核部分、关键驱动程序以及一些第三方设备管理应用，而大多数Windows上的应用仍依赖开发者自行创建的更新机制进行更新。此外，所有加入Windows Update编排平台的应用，都将自动获得底层Windows Update平台的未来改进。","content":"<p><html><body>Fast Technology reported on May 29,<strong><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>A change is being introduced to Windows Update that will allow third-party applications to access Windows Update for updates.</strong></p><p>This feature will be implemented through Microsoft's newly launched \"Windows Update Orchestration Platform,\" which is currently open for private preview for developers to register.</p><p>Windows Update has long been primarily used to Update the kernel, key drivers, and some third-party device management applications of the Windows operating system, while most Windows applications still rely on Update mechanisms created by developers themselves.</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_22/A503132A229270652255D4AA3D90724EC6A1AB8B_size137_w600_h330.png\"/></p><p><strong>Microsoft product manager Angie Chen said, \"We are building a unified, intelligent Update scheduling platform that can support any Update (applications, drivers, etc.) to be updated with Windows Update.\"</strong></p><p>The new platform will allow developers to take advantage of regular updates based on user activity, battery status, and even sustainable energy time.</p><p>Developers can also connect directly to native Windows Update notifications and list Update records in Windows Update's application Update history.</p><p>In addition, all applications that join the Windows Update orchestration platform will automatically receive future improvements to the underlying Windows Update platform.</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_22/6E9BD21DBB1532DEEF01C97360E405CF73558DD0_size137_w600_h400.jpg\"/></p><p></body></html></p>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft's new move! Windows Update will allow third-party software access: one-stop processing for all updates</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft's new move! Windows Update will allow third-party software access: one-stop processing for all updates\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">快科技</strong><span class=\"h-time small\">2025-05-29 12:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body>Fast Technology reported on May 29,<strong><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>A change is being introduced to Windows Update that will allow third-party applications to access Windows Update for updates.</strong></p><p>This feature will be implemented through Microsoft's newly launched \"Windows Update Orchestration Platform,\" which is currently open for private preview for developers to register.</p><p>Windows Update has long been primarily used to Update the kernel, key drivers, and some third-party device management applications of the Windows operating system, while most Windows applications still rely on Update mechanisms created by developers themselves.</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_22/A503132A229270652255D4AA3D90724EC6A1AB8B_size137_w600_h330.png\"/></p><p><strong>Microsoft product manager Angie Chen said, \"We are building a unified, intelligent Update scheduling platform that can support any Update (applications, drivers, etc.) to be updated with Windows Update.\"</strong></p><p>The new platform will allow developers to take advantage of regular updates based on user activity, battery status, and even sustainable energy time.</p><p>Developers can also connect directly to native Windows Update notifications and list Update records in Windows Update's application Update history.</p><p>In addition, all applications that join the Windows Update orchestration platform will automatically receive future improvements to the underlying Windows Update platform.</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_22/6E9BD21DBB1532DEEF01C97360E405CF73558DD0_size137_w600_h400.jpg\"/></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://tech.ifeng.com/c/8jkRLPgXNSx\">快科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","LU1564329032.USD":"BGF DYNAMIC HIGH INCOME \"A2\" (USD) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","SG9999014559.SGD":"United Income Focus Trust Dis SGD","BK4538":"云计算","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4550":"红杉资本持仓","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1564329628.SGD":"Blackrock Dynamic High Income A2 SGD-H","LU0061474960.USD":"天利环球焦点基金AU 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INC","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","MSFT":"微软","LU0879622024.SGD":"Schroder ISF Global Multi-Asset Income A Dis SGD-H","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0861579265.USD":"联博低波幅策略股票基金A","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD"},"source_url":"https://tech.ifeng.com/c/8jkRLPgXNSx","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2539528033","content_text":"快科技5月29日消息，微软正在为Windows Update引入一项变革，将允许第三方应用接入Windows Update进行更新。这一功能将通过微软新推出的“Windows Update编排平台”实现，目前该平台已开放私人预览版供开发者注册。Windows Update一直以来主要用于更新Windows操作系统的内核部分、关键驱动程序以及一些第三方设备管理应用，而大多数Windows上的应用仍依赖开发者自行创建的更新机制进行更新。微软产品经理Angie Chen表示：“我们正在构建一个统一、智能的更新编排平台，该平台能够支持任何更新（应用、驱动程序等）与Windows Update一起更新。”新平台将允许开发者利用基于用户活动、电池状态甚至可持续能源时间的定期更新功能。开发者还可以直接连接到原生Windows Update通知，并将更新记录列在Windows Update的应用更新历史中。此外，所有加入Windows Update编排平台的应用，都将自动获得底层Windows Update平台的未来改进。","news_type":1,"symbols_score_info":{"MSFT":1}},"isVote":1,"tweetType":1,"viewCount":3609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":439894926565712,"gmtCreate":1748417054042,"gmtModify":1748417058205,"author":{"id":"4172639469640402","authorId":"4172639469640402","name":"underhill","avatar":"https://community-static.tradeup.com/news/b5c85c7496cff615c66e474921d6dc80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4172639469640402","authorIdStr":"4172639469640402"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;&nbsp;","listText":"[微笑]&nbsp;&nbsp;","text":"[微笑]","images":[{"img":"https://community-static.tradeup.com/news/ac9bbdc3bbf6fb039ba1f285e0e73313","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/439894926565712","isVote":1,"tweetType":1,"viewCount":3045,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":459528963022936,"gmtCreate":1753190108170,"gmtModify":1753190111415,"author":{"id":"4172639469640402","authorId":"4172639469640402","name":"underhill","avatar":"https://community-static.tradeup.com/news/b5c85c7496cff615c66e474921d6dc80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4172639469640402","authorIdStr":"4172639469640402"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$谷歌A(GOOGL)$&nbsp;</a><v-v data-views=\"1\"></v-v> buy in now！","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$谷歌A(GOOGL)$&nbsp;</a><v-v data-views=\"1\"></v-v> buy in now！","text":"$谷歌A(GOOGL)$ buy in now！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/459528963022936","isVote":1,"tweetType":1,"viewCount":3972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":442714394968448,"gmtCreate":1749107318562,"gmtModify":1749107321328,"author":{"id":"4172639469640402","authorId":"4172639469640402","name":"underhill","avatar":"https://community-static.tradeup.com/news/b5c85c7496cff615c66e474921d6dc80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4172639469640402","authorIdStr":"4172639469640402"},"themes":[],"title":"","htmlText":"[财迷]&nbsp;&nbsp;","listText":"[财迷]&nbsp;&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/442714394968448","repostId":"1187618283","repostType":4,"repost":{"id":"1187618283","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1749105216,"share":"https://ttm.financial/m/news/1187618283?lang=en_US&edition=fundamental","pubTime":"2025-06-05 14:33","market":"us","language":"zh","title":"Jefferies releases its list of top stocks for this summer, including chip giant Nvidia.","url":"https://stock-news.laohu8.com/highlight/detail?id=1187618283","media":"老虎资讯综合","summary":"随着新一个交易月(6月)的开始，杰富瑞的分析师分享了他们在夏季即将到来之际的首选股票名单。以下表格列出了其中10只股票：杰富瑞今夏十大首选股票公司名称股票代码目标价 $英伟达$ NVDA$185 $德康医疗$DXCM$110 $第一资本$COF$230 $卡特彼勒$ CAT$425 $GE HEALTHCARE TECHNOLOGIES INC$ GEHC$95 $吉利德科学$ GILD$130 $国际香料香精$IFF$89 $微软$ MSFT$550 $Saia Inc.$ SAIA$350 $PVH Corp$ PVH$105来源：Jefferies芯片巨头英伟达位列推荐名单。该股年内涨幅达5%，杰富瑞185美元的目标价预示其有31%上行空间。","content":"<p><html><head></head><body><p style=\"text-align: left;\">As the new trading month (June) begins, Jefferies analysts share their list of top stocks as summer approaches.</p><p><p style=\"text-align: left;\">At the beginning of the year, the dominant topic in the US stock market was the uncertainty surrounding tariff policy. But in May, U.S. stocks rebounded, with the S&P 500 rising 6.2%, its best monthly performance since November 2023.</p><p><p style=\"text-align: left;\">Investors are divided on the future direction of the market. On the optimistic side, Tom Lee of Fundstrat Global Advisors believes that the April sell-off \"reignited a new bull market\"; Evercore's Julian Emanuel, however, was more cautious, pointing out that historical data suggests investors may face a period of turmoil ahead.</p><p><p style=\"text-align: left;\">Given that uncertainty about the trade outlook may continue to trouble investors, Jefferies said in a report on Tuesday that its recommended stocks have \"all-weather\" qualities.</p><p><p style=\"text-align: left;\">Jefferies recommended 28 of its \"buy-rated\" and most confident investment targets, which are \"based on differential analysis, supported by catalysts, and at valuation levels that are expected to rise.\" The following table lists 10 of these stocks:</p><p><h4 id=\"id_3030486963\" style=\"text-align: left;\">Jefferies' Top Ten Stocks This Summer</h4><table style=\"border-collapse:collapse;\"><colgroup><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\">Company Name</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">Stock Code</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">Target Price</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>(Nvidia)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">NVDA</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$185</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/DXCM\">Dekang Medical</a>(Dexcom)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">DXCM</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$110</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/COF\">First Capital</a>(Capital One)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">COF</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$230</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/CAT\">Caterpillar</a>(Caterpillar)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">CAT</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$425</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/GEHC\">GE HEALTHCARE TECHNOLOGIES INC</a>(GE HealthCare)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">GEHC</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$95</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/GILD\">Gilead Sciences</a>(Gilead)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">guild</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$130</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/IFF\">International fragrances and essences</a>(IFF)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">IFF</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$89</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>(Microsoft)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">MSFT</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$550</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/SAIA\">Saia Inc.</a>(Saia)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">Exit</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$350</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/PVH\">PVH Corp.</a>(PVH)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">PVH</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$105</p><p></td></tr></tbody></table><p style=\"text-align: left;\"><em>Source: Jefferies</em></p><p><p style=\"text-align: left;\">Chip giant Nvidia is on the recommended list. The stock has risen 5% this year, and Jefferies' target price of $185 suggests it has 31% upside potential. The report states: \"NVIDIA is the dominant player in the data center AI accelerator field, and the industry is expanding rapidly with the development and application of AI technology. The next-generation Blackwell GPU platform is now fully operational, and its full-year gross profit margin is expected to increase from 70%-72% to 74%-76%.\"</p><p>Blood glucose monitoring system manufacturer<a href=\"https://laohu8.com/S/DXCM\">Dekang Medical</a>Also selected. The stock will rise by 11% cumulatively in 2025, with a target price of $110 corresponding to nearly 27% upside potential. \"Dekang Medical is about to achieve a breakthrough in performance by expanding the coverage of patients treated with type 2 non-insulin,\" the report analyzed. Its 15-day continuous monitoring sensor has been approved by the U.S. Food and Drug Administration, and \"sensor upgrades will become an important profit growth point.\"</p><p><a href=\"https://laohu8.com/S/COF\">First Capital</a>It was also listed as a winning target. The $230 target price represents an 18% premium over Tuesday's closing price. Jefferies emphasized that its recent acquisition of Discovery Financial Services is a key catalyst: \"The completion of the acquisition will unleash significant network synergies and optimize operating costs. More notably, the credit condition of the COF/DFS portfolio continues to improve, with increased net interest margins and reserve releases creating a dual benefit.\" The stock has risen more than 9% this year.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Jefferies releases its list of top stocks for this summer, including chip giant Nvidia.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJefferies releases its list of top stocks for this summer, including chip giant Nvidia.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2025-06-05 14:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><p style=\"text-align: left;\">As the new trading month (June) begins, Jefferies analysts share their list of top stocks as summer approaches.</p><p><p style=\"text-align: left;\">At the beginning of the year, the dominant topic in the US stock market was the uncertainty surrounding tariff policy. But in May, U.S. stocks rebounded, with the S&P 500 rising 6.2%, its best monthly performance since November 2023.</p><p><p style=\"text-align: left;\">Investors are divided on the future direction of the market. On the optimistic side, Tom Lee of Fundstrat Global Advisors believes that the April sell-off \"reignited a new bull market\"; Evercore's Julian Emanuel, however, was more cautious, pointing out that historical data suggests investors may face a period of turmoil ahead.</p><p><p style=\"text-align: left;\">Given that uncertainty about the trade outlook may continue to trouble investors, Jefferies said in a report on Tuesday that its recommended stocks have \"all-weather\" qualities.</p><p><p style=\"text-align: left;\">Jefferies recommended 28 of its \"buy-rated\" and most confident investment targets, which are \"based on differential analysis, supported by catalysts, and at valuation levels that are expected to rise.\" The following table lists 10 of these stocks:</p><p><h4 id=\"id_3030486963\" style=\"text-align: left;\">Jefferies' Top Ten Stocks This Summer</h4><table style=\"border-collapse:collapse;\"><colgroup><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\">Company Name</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">Stock Code</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">Target Price</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>(Nvidia)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">NVDA</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$185</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/DXCM\">Dekang Medical</a>(Dexcom)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">DXCM</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$110</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/COF\">First Capital</a>(Capital One)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">COF</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$230</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/CAT\">Caterpillar</a>(Caterpillar)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">CAT</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$425</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/GEHC\">GE HEALTHCARE TECHNOLOGIES INC</a>(GE HealthCare)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">GEHC</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$95</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/GILD\">Gilead Sciences</a>(Gilead)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">guild</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$130</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/IFF\">International fragrances and essences</a>(IFF)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">IFF</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$89</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>(Microsoft)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">MSFT</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$550</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/SAIA\">Saia Inc.</a>(Saia)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">Exit</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$350</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/PVH\">PVH Corp.</a>(PVH)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">PVH</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$105</p><p></td></tr></tbody></table><p style=\"text-align: left;\"><em>Source: Jefferies</em></p><p><p style=\"text-align: left;\">Chip giant Nvidia is on the recommended list. The stock has risen 5% this year, and Jefferies' target price of $185 suggests it has 31% upside potential. The report states: \"NVIDIA is the dominant player in the data center AI accelerator field, and the industry is expanding rapidly with the development and application of AI technology. The next-generation Blackwell GPU platform is now fully operational, and its full-year gross profit margin is expected to increase from 70%-72% to 74%-76%.\"</p><p>Blood glucose monitoring system manufacturer<a href=\"https://laohu8.com/S/DXCM\">Dekang Medical</a>Also selected. The stock will rise by 11% cumulatively in 2025, with a target price of $110 corresponding to nearly 27% upside potential. \"Dekang Medical is about to achieve a breakthrough in performance by expanding the coverage of patients treated with type 2 non-insulin,\" the report analyzed. Its 15-day continuous monitoring sensor has been approved by the U.S. Food and Drug Administration, and \"sensor upgrades will become an important profit growth point.\"</p><p><a href=\"https://laohu8.com/S/COF\">First Capital</a>It was also listed as a winning target. The $230 target price represents an 18% premium over Tuesday's closing price. Jefferies emphasized that its recent acquisition of Discovery Financial Services is a key catalyst: \"The completion of the acquisition will unleash significant network synergies and optimize operating costs. More notably, the credit condition of the COF/DFS portfolio continues to improve, with increased net interest margins and reserve releases creating a dual benefit.\" The stock has risen more than 9% this year.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/16bac18bf70d1d1d05103f6e5f67024f","relate_stocks":{"GEHC":"GE HEALTHCARE TECHNOLOGIES INC","COF":"第一资本","SAIA":"Saia Inc.","IFF":"国际香料香精","MSFT":"微软","GILD":"吉利德科学","PVH":"PVH Corp","NVDA":"英伟达","DXCM":"德康医疗","CAT":"卡特彼勒"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187618283","content_text":"随着新一个交易月(6月)的开始，杰富瑞（Jefferies）的分析师分享了他们在夏季即将到来之际的首选股票名单。年初，美股市场的主导话题是关税政策的不确定性。但到了5月，美股迎来反弹，标普500指数上涨6.2%，创下自2023年11月以来的最佳单月表现。投资者对市场未来走向存在分歧。乐观的一方，如Fundstrat Global Advisors的Tom Lee认为，4月的抛售“重新点燃了新一轮牛市”；而Evercore的Julian Emanuel则较为谨慎，他指出历史数据显示，投资者接下来可能面临动荡时期。考虑到贸易前景的不确定性可能仍会困扰投资者，杰富瑞在周二的一份报告中表示，其推荐的股票具备\"晴雨皆宜\"的特质。杰富瑞推荐了其28只“买入评级”、最具信心的投资标的，这些股票“基于差异化分析，受到催化因素支撑，并处于有望上涨的估值水平”。以下表格列出了其中10只股票：杰富瑞今夏十大首选股票公司名称股票代码目标价 英伟达 （Nvidia）NVDA$185 德康医疗（Dexcom）DXCM$110 第一资本（Capital One）COF$230 卡特彼勒 （Caterpillar）CAT$425 GE HEALTHCARE TECHNOLOGIES INC （GE HealthCare）GEHC$95 吉利德科学 （Gilead）GILD$130 国际香料香精（IFF）IFF$89 微软 （Microsoft）MSFT$550 Saia Inc. （Saia）SAIA$350 PVH Corp （PVH）PVH$105来源：Jefferies芯片巨头英伟达位列推荐名单。该股年内涨幅达5%，杰富瑞185美元的目标价预示其有31%上行空间。报告指出：\"英伟达是数据中心AI加速器领域的霸主，该产业正随AI技术发展及应用而迅猛扩张。新一代Blackwell GPU平台已全面投产，全年毛利率有望从70%-72%提升至74%-76%。\"血糖监测系统制造商 德康医疗同样入选。该股2025年累计上涨11%，110美元目标价对应其近27%上行空间。\"德康医疗即将通过扩大2型非胰岛素治疗患者覆盖实现业绩突破，\"报告分析称。其15天持续监测传感器已获美国食品和药物管理局批准，\"传感器升级将成为重要利润增长点\"。 第一资本也被列为赢家标的。230美元目标价较周二收盘价存在18%溢价空间。杰富瑞强调该行近期收购发现金融服务公司是关键催化剂：\"并购完成后将释放显著的网络协同效应与运营成本优化。更值得关注的是COF/DFS组合信贷状况持续改善，净息差提升与准备金释放将形成双重利好。\"该股年内已上涨逾9%。","news_type":1,"symbols_score_info":{"MSFT":1.1,"GEHC":1.1,"COF":1.1,"CAT":1.1,"NVDA":1.1,"SAIA":1.1,"GILD":1.1,"IFF":1.1,"PVH":1.1,"DXCM":1.1}},"isVote":1,"tweetType":1,"viewCount":3310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":565717696393424,"gmtCreate":1779147778185,"gmtModify":1779147781439,"author":{"id":"4172639469640402","authorId":"4172639469640402","name":"underhill","avatar":"https://community-static.tradeup.com/news/b5c85c7496cff615c66e474921d6dc80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4172639469640402","authorIdStr":"4172639469640402"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> at least 275","listText":"<a 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🐛","images":[{"img":"https://community-static.tradeup.com/news/931771728760373ebd8829c8331922fe","width":"1074","height":"1644"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/575811573474232","isVote":1,"tweetType":1,"viewCount":766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":483984428888600,"gmtCreate":1759127374421,"gmtModify":1759127376846,"author":{"id":"4172639469640402","authorId":"4172639469640402","name":"underhill","avatar":"https://community-static.tradeup.com/news/b5c85c7496cff615c66e474921d6dc80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4172639469640402","authorIdStr":"4172639469640402"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a><v-v data-views=\"1\"></v-v> [害羞]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a><v-v data-views=\"1\"></v-v> [害羞]&nbsp;&nbsp;","text":"$亚马逊(AMZN)$ [害羞]","images":[{"img":"https://community-static.tradeup.com/news/e7f5c67822b876c5c6cd09742c0b8ca2","width":"1122","height":"1737"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/483984428888600","isVote":1,"tweetType":1,"viewCount":2666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":595324513171048,"gmtCreate":1786369610036,"gmtModify":1786369612374,"author":{"id":"4172639469640402","authorId":"4172639469640402","name":"underhill","avatar":"https://community-static.tradeup.com/news/b5c85c7496cff615c66e474921d6dc80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4172639469640402","authorIdStr":"4172639469640402"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$英伟达(NVDA)$","images":[{"img":"https://community-static.tradeup.com/news/b1edf702507be44d8e66f0df1a86fb8d","width":"1074","height":"1644"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/595324513171048","isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":447970916016896,"gmtCreate":1750390652111,"gmtModify":1750390654773,"author":{"id":"4172639469640402","authorId":"4172639469640402","name":"underhill","avatar":"https://community-static.tradeup.com/news/b5c85c7496cff615c66e474921d6dc80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4172639469640402","authorIdStr":"4172639469640402"},"themes":[],"title":"","htmlText":"？","listText":"？","text":"？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/447970916016896","repostId":"2544286194","repostType":2,"repost":{"id":"2544286194","kind":"news","pubTimestamp":1750375835,"share":"https://ttm.financial/m/news/2544286194?lang=en_US&edition=fundamental","pubTime":"2025-06-20 07:30","market":"us","language":"zh","title":"[Apple] Bullish and bearish factors coexist; Apple's outlook is volatile.","url":"https://stock-news.laohu8.com/highlight/detail?id=2544286194","media":"国元期货研究","summary":"当前水果市场以应季时令水果为主，终端对苹果按需采购为主，市场到车量低位运行。时令水果冲击下，苹果需求步入淡季，产区出库放缓。加之低库存支撑下，苹果价格明显上涨，出口竞争力有所削弱。苹果出口呈现明显季节性回落态势，预计这一趋势将持续至新季苹果上市。新季方面，西部产区套袋量好于预期，缓解了前期坐果不佳引发的减产担忧，苹果2510合约价格重心下移。","content":"<p><html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073654339v201x2nzym0t9v1\"/>Strategic perspective</p><p>Impacted by summer seasonal fruits,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Consumption has entered the traditional off-season, but the remaining stock this quarter is relatively small, and the supply pressure is not significant, supporting the stability of spot prices. Regarding the new season's yield, the fruit setting rate in the western production areas was previously low, leading to expectations of reduced production. As the bagging work progressed, the actual bagging volume was better than expected, and the expectation for the magnitude of the production reduction was lowered. As a new quarter contract, the Apple 2510 contract is affected by both the spot market and new quarter production estimates, given the current situation of weak supply and demand in the spot market and stable prices. The production cuts were better than expected, and the price center of gravity shifted downwards. However, there is still a risk of weather disturbances, and with low spot inventory, there is a strong expectation for the fruit season later in the season. The downside potential should be viewed cautiously, with a primarily volatile trend. The recommended range is 7300-7800 yuan/ton.</p><p>I. Market Review</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073655258v201iieg89kaiea\"/>market<a href=\"https://laohu8.com/S/002200\">Transportation</a>The market is light, with limited remaining inventory, a lack of urgent selling sentiment in production areas, and spot stock priced based on quality, remaining generally stable. With both bullish and bearish factors in the fundamentals, the market strengthened slightly last week, but the overall situation was volatile.</p><p>II. Apple Fundamentals Analysis</p><p>2.1</p><p>Spot supply and demand were weak, and prices remained generally stable.</p><p>As of June 17, the average price of Luochuan 70# semi-finished products was 4.8 yuan/jin, unchanged from the previous week; The average price of Qixia 80# grades 1 and 2 was 4.2 yuan/jin, unchanged from last week. As of June 17, the average daily arrival volume of goods in major wholesale markets in Guangdong was 14 truckloads. The current fruit market is dominated by seasonal fruits, with retailers primarily purchasing apples on demand, resulting in low market arrivals. However, with low inventory in production areas, tight supply, and a weak urgent selling mentality, spot prices remained generally stable due to weak supply and demand.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073700913v201w31vvdlggq0\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073702517v201fmsmrnugeb7\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073708118v201vtsczjy031p\"/>2.2</p><p>Low inventory levels slow down off-season shipments</p><p>According to my<a href=\"https://laohu8.com/S/000061\">agricultural products</a>According to online statistics, as of June 18, 2025, cold storage inventory in major production areas was 1.1649 million tons, with weekly destocking of 109,700 tons. Due to the impact of seasonal fruits, apple demand has entered the off-season, and shipments from production areas have slowed down. Currently, remaining inventory is at a historical low, sales pressure is low, bagging in production areas is nearing its end, labor is tight during busy farming, and the urgent selling mentality is not strong.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073716568v201qvsnmu9mjff\"/>2.3</p><p>Exports enter the seasonal off-season</p><p>According to data from the General Administration of Customs, as of April 2025, my country's apple exports reached 72,600 tons, a decrease of 24.45% month-on-month and a slight decrease of 1.6% year-on-year compared to March. The traditional peak season for my country's apple exports is concentrated from the fourth quarter to the first quarter of the following year. After entering April, after continuous shipments in the early stages, the remaining inventory of cold storage has been significantly reduced, and the source of goods available for export is relatively limited. In addition, supported by low inventory levels, apple prices have risen significantly, weakening their export competitiveness. Apple exports are showing a clear seasonal decline, and this trend is expected to continue until the new apple season begins.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073719404v2015iifah9ueds\"/>2.4</p><p>The increased volume of seasonal fruits has a significant substitution effect.</p><p>With consumption upgrading and increasingly abundant fruit supply, residents' fruit consumption is showing a clear trend of diversification, which has formed a structural substitute for the traditional bulk fruit apple consumption. As of June 17, the average wholesale price of watermelons was 3.41 yuan/kg, a decrease of 0.27 yuan/kg compared to the previous week. As summer fruit quantities gradually increase, prices enter a downward trend. Summer temperatures are hot, and seasonal fruits are more in line with consumers' seasonal consumption habits, creating a significant substitution effect for apples.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073729927v201r6vtlixz9gu\"/>III. Market Summary</p><p>Apple consumption weakened due to the impact of the concentrated summer fruit market, but low remaining inventory supported spot prices, and the spot market was in a phase of weak supply and demand. Regarding the new season, bagging volume in western production areas exceeded expectations, alleviating concerns about production cuts caused by poor harvest in the early stages, leading to a downward shift in the price of the Apple 2510 contract. However, low inventory and potential weather risks still provide downward support for prices, and the market is expected to maintain a volatile trend in the future. The recommended range is 7300-7800 yuan/ton.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073738709v2018dzdju48oz3\"/><strong>Date of writing:</strong>June 19, 2025</p><p><strong>Author:</strong>Chai Yinghua</p><p>Analyst</p><p>Futures Practitioner Qualification No.: F3040296</p><p>Investment Consulting Qualification No.: Z0015079</p><p>Tel: 010-84555291</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073743000v201qoziv4jur86\"/><strong>Business qualifications and</strong></p><p></article></body></html></p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>[Apple] Bullish and bearish factors coexist; Apple's outlook is volatile.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n[Apple] Bullish and bearish factors coexist; Apple's outlook is volatile.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">国元期货研究</strong><span class=\"h-time small\">2025-06-20 07:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073654339v201x2nzym0t9v1\"/>Strategic perspective</p><p>Impacted by summer seasonal fruits,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Consumption has entered the traditional off-season, but the remaining stock this quarter is relatively small, and the supply pressure is not significant, supporting the stability of spot prices. Regarding the new season's yield, the fruit setting rate in the western production areas was previously low, leading to expectations of reduced production. As the bagging work progressed, the actual bagging volume was better than expected, and the expectation for the magnitude of the production reduction was lowered. As a new quarter contract, the Apple 2510 contract is affected by both the spot market and new quarter production estimates, given the current situation of weak supply and demand in the spot market and stable prices. The production cuts were better than expected, and the price center of gravity shifted downwards. However, there is still a risk of weather disturbances, and with low spot inventory, there is a strong expectation for the fruit season later in the season. The downside potential should be viewed cautiously, with a primarily volatile trend. The recommended range is 7300-7800 yuan/ton.</p><p>I. Market Review</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073655258v201iieg89kaiea\"/>market<a href=\"https://laohu8.com/S/002200\">Transportation</a>The market is light, with limited remaining inventory, a lack of urgent selling sentiment in production areas, and spot stock priced based on quality, remaining generally stable. With both bullish and bearish factors in the fundamentals, the market strengthened slightly last week, but the overall situation was volatile.</p><p>II. Apple Fundamentals Analysis</p><p>2.1</p><p>Spot supply and demand were weak, and prices remained generally stable.</p><p>As of June 17, the average price of Luochuan 70# semi-finished products was 4.8 yuan/jin, unchanged from the previous week; The average price of Qixia 80# grades 1 and 2 was 4.2 yuan/jin, unchanged from last week. As of June 17, the average daily arrival volume of goods in major wholesale markets in Guangdong was 14 truckloads. The current fruit market is dominated by seasonal fruits, with retailers primarily purchasing apples on demand, resulting in low market arrivals. However, with low inventory in production areas, tight supply, and a weak urgent selling mentality, spot prices remained generally stable due to weak supply and demand.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073700913v201w31vvdlggq0\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073702517v201fmsmrnugeb7\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073708118v201vtsczjy031p\"/>2.2</p><p>Low inventory levels slow down off-season shipments</p><p>According to my<a href=\"https://laohu8.com/S/000061\">agricultural products</a>According to online statistics, as of June 18, 2025, cold storage inventory in major production areas was 1.1649 million tons, with weekly destocking of 109,700 tons. Due to the impact of seasonal fruits, apple demand has entered the off-season, and shipments from production areas have slowed down. Currently, remaining inventory is at a historical low, sales pressure is low, bagging in production areas is nearing its end, labor is tight during busy farming, and the urgent selling mentality is not strong.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073716568v201qvsnmu9mjff\"/>2.3</p><p>Exports enter the seasonal off-season</p><p>According to data from the General Administration of Customs, as of April 2025, my country's apple exports reached 72,600 tons, a decrease of 24.45% month-on-month and a slight decrease of 1.6% year-on-year compared to March. The traditional peak season for my country's apple exports is concentrated from the fourth quarter to the first quarter of the following year. After entering April, after continuous shipments in the early stages, the remaining inventory of cold storage has been significantly reduced, and the source of goods available for export is relatively limited. In addition, supported by low inventory levels, apple prices have risen significantly, weakening their export competitiveness. Apple exports are showing a clear seasonal decline, and this trend is expected to continue until the new apple season begins.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073719404v2015iifah9ueds\"/>2.4</p><p>The increased volume of seasonal fruits has a significant substitution effect.</p><p>With consumption upgrading and increasingly abundant fruit supply, residents' fruit consumption is showing a clear trend of diversification, which has formed a structural substitute for the traditional bulk fruit apple consumption. As of June 17, the average wholesale price of watermelons was 3.41 yuan/kg, a decrease of 0.27 yuan/kg compared to the previous week. As summer fruit quantities gradually increase, prices enter a downward trend. Summer temperatures are hot, and seasonal fruits are more in line with consumers' seasonal consumption habits, creating a significant substitution effect for apples.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073729927v201r6vtlixz9gu\"/>III. Market Summary</p><p>Apple consumption weakened due to the impact of the concentrated summer fruit market, but low remaining inventory supported spot prices, and the spot market was in a phase of weak supply and demand. Regarding the new season, bagging volume in western production areas exceeded expectations, alleviating concerns about production cuts caused by poor harvest in the early stages, leading to a downward shift in the price of the Apple 2510 contract. However, low inventory and potential weather risks still provide downward support for prices, and the market is expected to maintain a volatile trend in the future. The recommended range is 7300-7800 yuan/ton.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073738709v2018dzdju48oz3\"/><strong>Date of writing:</strong>June 19, 2025</p><p><strong>Author:</strong>Chai Yinghua</p><p>Analyst</p><p>Futures Practitioner Qualification No.: F3040296</p><p>Investment Consulting Qualification No.: Z0015079</p><p>Tel: 010-84555291</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073743000v201qoziv4jur86\"/><strong>Business qualifications and</strong></p><p></article></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250620073755a4b36f73&s=b\">国元期货研究</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","BK4507":"流媒体概念","AAPL":"苹果","BK4566":"资本集团","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","BK4501":"段永平概念","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0861579265.USD":"联博低波幅策略股票基金A","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","MACW.SI":"APPLE 3xLongSG261006","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250620073755a4b36f73&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2544286194","content_text":"策略观点受夏季时令水果冲击，苹果消费进入传统淡季，不过本季剩余偏少，供给压力不大，支撑现货价格持稳。新季产量方面，之前西部产区坐果率偏低，引发减产预期。随着套袋工作的推进，实际套袋量好于预期，减产幅度的预期下调。苹果2510合约作为新季合约，受现货端和新季估产双重影响，在现货处于供需双弱，价格持稳的当下。减产程度好于预期，盘面价格重心下移。不过后续仍有天气扰动风险，且现货低库存下，果季后期存偏强预期，下方空间谨慎看待，以震荡走势为主。建议区间7300-7800元/吨。一、行情回顾市场交投清淡，剩余库存不多，产区急售心态不强，现货以质论价，整体持稳。基本面多空因素并存，盘面上周小幅走强，整体处于震荡。二、苹果基本面分析2.1现货端供需双弱 价格整体持稳截至6月17日,洛川70#半商品均价4.8元/斤，价格较上周环比持平；栖霞80#一二级均价4.2元/斤，较上周环比持平。截至6月17日，广东主要批发市场日均到货量为14车。当前水果市场以应季时令水果为主，终端对苹果按需采购为主，市场到车量低位运行。不过产区库存偏低，供给偏紧，急售心态不强，供需双弱下，现货价格整体持稳。2.2库存余量不大 淡季出库放缓据我的农产品网统计，截至2025年6月18日，主产区冷库库存为116.49万吨，周度去库10.97万吨。时令水果冲击下，苹果需求步入淡季，产区出库放缓。当前剩余库存量处于历史低位，销售压力不大，产区套袋进入尾声，农忙用工紧张，急售心态不强。2.3出口步入季节性淡季据海关总署数据显示，截至2025年4月，我国苹果当月出口量为7.26万吨，较3月份环比下滑24.45%，同比小幅下降1.6%。我国苹果出口的传统旺季集中在每年四季度至次年一季度。进入4月后，经过前期持续出库，冷库剩余库存量已明显减少，可供出口的货源相对有限。加之低库存支撑下，苹果价格明显上涨，出口竞争力有所削弱。苹果出口呈现明显季节性回落态势，预计这一趋势将持续至新季苹果上市。2.4时令水果上量 替代效应显著随着消费升级和水果供给日益丰富，居民水果消费呈现明显的多元化趋势，这对传统大宗水果苹果的消费形成了结构性替代。截至6月17日，西瓜批发均价为3.41元/公斤，较上周环比下跌0.27元/公斤。夏季水果逐步上量，价格进入下行通道。夏季气温炎热，时令水果更符合消费者季节性消费习惯，对苹果产生明显的替代效应。三、行情总结夏季水果集中上市的冲击下，苹果消费走弱，但剩余库存偏低支撑现货价格，现货端处于供需双弱阶段。新季方面，西部产区套袋量好于预期，缓解了前期坐果不佳引发的减产担忧，苹果2510合约价格重心下移。不过低库存和潜在天气风险仍对价格下方形成支撑，预计后市将维持震荡走势。建议区间7300-7800元/吨。写作日期：2025年6月19日作者：柴颖华分析师期货从业资格号：F3040296投资咨询资格号：Z0015079联系电话：010-84555291业务资格和","news_type":1,"symbols_score_info":{"AAPL":0.9,"MACW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":3286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}