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underhill
underhill
·
08-10
$英伟达(NVDA)$
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underhill
underhill
·
06-16
$英伟达(NVDA)$
🐛
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underhill
underhill
·
05-19
$英伟达(NVDA)$
at least 275
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underhill
underhill
·
2025-09-29
$亚马逊(AMZN)$
[害羞]
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underhill
underhill
·
2025-07-22
$谷歌A(GOOGL)$
buy in now！
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underhill
underhill
·
2025-06-20
？
[Apple] Long and Short Factors Coexist Apple Shock Treatment
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。
[Apple] Long and Short Factors Coexist Apple Shock Treatment
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underhill
underhill
·
2025-06-05
[财迷]
Jefferies releases list of top stocks this summer: including chip giant Nvidia
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。
Jefferies releases list of top stocks this summer: including chip giant Nvidia
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underhill
underhill
·
2025-05-30
$英伟达(NVDA)$
Pull up！
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underhill
underhill
·
2025-05-29
They should do this ten years ago[白眼]
Microsoft New Moves! Windows Update will allow third-party software access: one-stop process for all updates
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。
Microsoft New Moves! Windows Update will allow third-party software access: one-stop process for all updates
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underhill
underhill
·
2025-05-28
[微笑]
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","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":291,"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\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 🐛","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ </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":600,"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\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> at least 275","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> at least 275","text":"$英伟达(NVDA)$ at least 275","images":[{"img":"https://community-static.tradeup.com/news/ed8c2239fb93eade1672232bdb590cc3","width":"1074","height":"1644"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/565717696393424","isVote":1,"tweetType":1,"viewCount":820,"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,"authorIdStr":"4172639469640402","idStr":"4172639469640402"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$ </a><v-v data-views=\"1\"></v-v> [害羞] ","listText":"<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$ </a><v-v data-views=\"1\"></v-v> [害羞] ","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":2628,"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\">$谷歌A(GOOGL)$ </a><v-v data-views=\"1\"></v-v> buy in now！","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$谷歌A(GOOGL)$ </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":3862,"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] Long and Short Factors Coexist Apple Shock Treatment","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>Shock by seasonal fruit in summer,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Consumption has entered the traditional off-season, but the surplus this season is small, and the supply pressure is not great, which supports the spot price to remain stable. In terms of production in the new season, the fruit setting rate in the western producing areas was low before, which triggered the expectation of production reduction. With the advancement of bagging work, the actual bagging volume is better than expected, and the expectation of production reduction is lowered. As a new season contract, Apple's 2510 contract is affected by both the spot end and the estimated output of the new season. At the moment when the spot supply and demand are weak and the price is stable. The degree of production reduction was better than expected, and the center of gravity of disk price shifted downward. However, there is still the risk of weather disturbance in the follow-up, and under the low spot inventory, the expectation of strong inventory in the late fruit season is strong, and the space below is treated cautiously, mainly with the volatile trend. The suggested 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\">Trading</a>Light, there is not much remaining inventory, the mentality of urgent selling in the production area is not strong, the spot price is based on quality, and the overall stable. Fundamental long and short factors coexist, and the disk strengthened slightly last week, with the overall shock.</p><p>II. Fundamental Analysis of Apple</p><p>2.1</p><p>Spot supply and demand are both weak, and the price is overall stable</p><p>As of June 17th, the average price of 70#semi-commodities in Luochuan was 4.8 yuan/jin, which was the same as last week; The average price of Qixia 80#Grade 1 and Grade 2 is 4.2 yuan/jin, which is the same as last week. As of June 17, the average daily arrival volume of major wholesale markets in Guangdong was 14 vehicles. At present, the fruit market is dominated by seasonal fruits, and the terminal mainly purchases apples on demand, and the market arrival volume is running at a low level. However, the inventory in the production area is low, the supply is tight, the mentality of urgent selling is not strong, and the spot price is generally stable under the 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>Inventory balance is not large, out-of-warehouse slowdown in off-season</p><p>According to my<a href=\"https://laohu8.com/S/000061\">Agricultural Products</a>According to online statistics, as of June 18, 2025, the cold storage inventory in the main producing areas was 1,164,900 tons, and the weekly destocking was 109,700 tons. Under the impact of seasonal fruits, the demand for apples has entered the off-season, and the delivery of production areas has slowed down. At present, the remaining inventory is at a historically low level, the sales pressure is not great, the bagging in the production area is coming to an end, the farming is busy and the labor is tight, and the mentality of urgent sale is not strong.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073716568v201qvsnmu9mjff\"/>2.3</p><p>Exports enter seasonal off-season</p><p>According to the data of the General Administration of Customs, as of April 2025, China's apple export volume was 72,600 tons that month, down 24.45% from March month-on-month and down slightly by 1.6% year-on-year. The traditional peak season of apple export in China is concentrated from the fourth quarter of every year to the first quarter of the following year. After entering April, after continuous warehousing in the early stage, the remaining inventory of cold storage has been significantly reduced, and the supply of goods available for export is relatively limited. Coupled with the support of low inventory, the price of Apple has risen obviously, and the export competitiveness has been weakened. Apple exports show a significant seasonal decline, and this trend is expected to continue until the new season of apples.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073719404v2015iifah9ueds\"/>2.4</p><p>The effect of quantity substitution in seasonal fruits was significant</p><p>With the upgrading of consumption and the increasingly abundant supply of fruits, residents' fruit consumption shows an obvious diversification trend, which forms a structural substitution for the consumption of traditional bulk fruit apples. As of June 17th, the average wholesale price of watermelon was 3.41 yuan/kg, down 0.27 yuan/kg from last week. In summer, the quantity of fruits gradually increases, and the price enters a downward channel. With the hot temperature in summer, seasonal fruit is more in line with consumers' seasonal consumption habits, which has an obvious substitution effect on apples.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073729927v201r6vtlixz9gu\"/>III. Market Summary</p><p>Under the impact of the centralized listing of fruits in summer, the consumption of apples weakened, but the low remaining inventory supported the spot price, and the spot end was in the stage of weak supply and demand. In the new season, the bagging volume in the western production areas was better than expected, which alleviated the worry of production reduction caused by poor fruit setting in the early stage, and the price center of Apple 2510 contract shifted downward. However, low inventory and potential weather risks still support the price below, and it is expected that the market outlook will maintain a volatile trend. The suggested 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>Authors:</strong>Chai Yinghua</p><p>Analyst</p><p>Futures qualification number: F3040296</p><p>Investment Consultancy Qualification Number: 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] Long and Short Factors Coexist Apple Shock Treatment</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] Long and Short Factors Coexist Apple Shock Treatment\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>Shock by seasonal fruit in summer,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Consumption has entered the traditional off-season, but the surplus this season is small, and the supply pressure is not great, which supports the spot price to remain stable. In terms of production in the new season, the fruit setting rate in the western producing areas was low before, which triggered the expectation of production reduction. With the advancement of bagging work, the actual bagging volume is better than expected, and the expectation of production reduction is lowered. As a new season contract, Apple's 2510 contract is affected by both the spot end and the estimated output of the new season. At the moment when the spot supply and demand are weak and the price is stable. The degree of production reduction was better than expected, and the center of gravity of disk price shifted downward. However, there is still the risk of weather disturbance in the follow-up, and under the low spot inventory, the expectation of strong inventory in the late fruit season is strong, and the space below is treated cautiously, mainly with the volatile trend. The suggested 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\">Trading</a>Light, there is not much remaining inventory, the mentality of urgent selling in the production area is not strong, the spot price is based on quality, and the overall stable. Fundamental long and short factors coexist, and the disk strengthened slightly last week, with the overall shock.</p><p>II. Fundamental Analysis of Apple</p><p>2.1</p><p>Spot supply and demand are both weak, and the price is overall stable</p><p>As of June 17th, the average price of 70#semi-commodities in Luochuan was 4.8 yuan/jin, which was the same as last week; The average price of Qixia 80#Grade 1 and Grade 2 is 4.2 yuan/jin, which is the same as last week. As of June 17, the average daily arrival volume of major wholesale markets in Guangdong was 14 vehicles. At present, the fruit market is dominated by seasonal fruits, and the terminal mainly purchases apples on demand, and the market arrival volume is running at a low level. However, the inventory in the production area is low, the supply is tight, the mentality of urgent selling is not strong, and the spot price is generally stable under the 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>Inventory balance is not large, out-of-warehouse slowdown in off-season</p><p>According to my<a href=\"https://laohu8.com/S/000061\">Agricultural Products</a>According to online statistics, as of June 18, 2025, the cold storage inventory in the main producing areas was 1,164,900 tons, and the weekly destocking was 109,700 tons. Under the impact of seasonal fruits, the demand for apples has entered the off-season, and the delivery of production areas has slowed down. At present, the remaining inventory is at a historically low level, the sales pressure is not great, the bagging in the production area is coming to an end, the farming is busy and the labor is tight, and the mentality of urgent sale is not strong.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073716568v201qvsnmu9mjff\"/>2.3</p><p>Exports enter seasonal off-season</p><p>According to the data of the General Administration of Customs, as of April 2025, China's apple export volume was 72,600 tons that month, down 24.45% from March month-on-month and down slightly by 1.6% year-on-year. The traditional peak season of apple export in China is concentrated from the fourth quarter of every year to the first quarter of the following year. After entering April, after continuous warehousing in the early stage, the remaining inventory of cold storage has been significantly reduced, and the supply of goods available for export is relatively limited. Coupled with the support of low inventory, the price of Apple has risen obviously, and the export competitiveness has been weakened. Apple exports show a significant seasonal decline, and this trend is expected to continue until the new season of apples.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073719404v2015iifah9ueds\"/>2.4</p><p>The effect of quantity substitution in seasonal fruits was significant</p><p>With the upgrading of consumption and the increasingly abundant supply of fruits, residents' fruit consumption shows an obvious diversification trend, which forms a structural substitution for the consumption of traditional bulk fruit apples. As of June 17th, the average wholesale price of watermelon was 3.41 yuan/kg, down 0.27 yuan/kg from last week. In summer, the quantity of fruits gradually increases, and the price enters a downward channel. With the hot temperature in summer, seasonal fruit is more in line with consumers' seasonal consumption habits, which has an obvious substitution effect on apples.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073729927v201r6vtlixz9gu\"/>III. Market Summary</p><p>Under the impact of the centralized listing of fruits in summer, the consumption of apples weakened, but the low remaining inventory supported the spot price, and the spot end was in the stage of weak supply and demand. In the new season, the bagging volume in the western production areas was better than expected, which alleviated the worry of production reduction caused by poor fruit setting in the early stage, and the price center of Apple 2510 contract shifted downward. However, low inventory and potential weather risks still support the price below, and it is expected that the market outlook will maintain a volatile trend. The suggested 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>Authors:</strong>Chai Yinghua</p><p>Analyst</p><p>Futures qualification number: F3040296</p><p>Investment Consultancy Qualification Number: 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":{"LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) 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ACC","LU0861579265.USD":"联博低波幅策略股票基金A","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","BK4501":"段永平概念","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","BK4566":"资本集团","AAPL":"苹果"},"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":{"MACW.SI":0.6,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3230,"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] ","listText":"[财迷] ","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 list of top stocks 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 a new trading month (June) begins, analysts at Jefferies have shared their list of top stocks to choose from as summer approaches.</p><p><p style=\"text-align: left;\">At the beginning of the year, the dominant topic in the U.S. stock market was the uncertainty of tariff policy. But by May, U.S. stocks had a rally, with the S&P 500 rising 6.2% for its best monthly performance since November 2023.</p><p><p style=\"text-align: left;\">Investors are divided on where the market will go. On the optimistic side, such as Tom Lee of Fundstrat Global Advisors, the April sell-off \"reignited a new bull market\"; Evercore's Julian Emanuel, on the other hand, is more cautious, pointing to historical data showing that investors could face turbulent times next.</p><p><p style=\"text-align: left;\">Given that uncertainty about the trade outlook may still plague investors, Jefferies said in a note Tuesday that its recommended stocks have \"rain or shine\" qualities.</p><p><p style=\"text-align: left;\">Jefferies recommends its 28 \"buy-rated\", most confident investment targets that are \"based on differentiated 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 10 Top 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\">Capital One</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;\">GILD</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 Flavors</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;\">SAIA</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 gained 5% during the year, and Jefferies' $185 price target indicates a 31% upside. The report pointed out: \"Nvidia is the dominant AI accelerator in data centers, and the industry is expanding rapidly with the development and application of AI technology. The new generation of Blackwell GPU platform has been fully put into production, and the annual gross profit margin is expected to increase from 70%-72% to 74%-76%.\"</p><p>Blood Glucose Monitoring System Manufacturers<a href=\"https://laohu8.com/S/DXCM\">Dekang Medical</a>Also selected. The stock is up 11% cumulatively in 2025, with a $110 price target corresponding to its nearly 27% upside. \"Dekang Medical is about to achieve a performance breakthrough by expanding the coverage of type 2 non-insulin treatment patients,\" the report analyzed. Its 15-day continuous monitoring sensor has been approved by the US Food and Drug Administration, and \"sensor upgrades will become an important profit growth point\".</p><p><a href=\"https://laohu8.com/S/COF\">Capital One</a>Also listed as a winner target. The $230 price target has room for an 18% premium over Tuesday's close. Jefferies emphasized the bank's recent acquisition of Discovery Financial Services as a key catalyst: \"The completion of the merger will release significant network synergies and operating cost optimization. What is more noteworthy is the continuous improvement of the credit situation of the COF/DFS portfolio, and the increase in net interest margin and the release of reserves will form a double positive.\" The stock has risen by more than 9% during the 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 list of top stocks 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 list of top stocks 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 a new trading month (June) begins, analysts at Jefferies have shared their list of top stocks to choose from as summer approaches.</p><p><p style=\"text-align: left;\">At the beginning of the year, the dominant topic in the U.S. stock market was the uncertainty of tariff policy. But by May, U.S. stocks had a rally, with the S&P 500 rising 6.2% for its best monthly performance since November 2023.</p><p><p style=\"text-align: left;\">Investors are divided on where the market will go. On the optimistic side, such as Tom Lee of Fundstrat Global Advisors, the April sell-off \"reignited a new bull market\"; Evercore's Julian Emanuel, on the other hand, is more cautious, pointing to historical data showing that investors could face turbulent times next.</p><p><p style=\"text-align: left;\">Given that uncertainty about the trade outlook may still plague investors, Jefferies said in a note Tuesday that its recommended stocks have \"rain or shine\" qualities.</p><p><p style=\"text-align: left;\">Jefferies recommends its 28 \"buy-rated\", most confident investment targets that are \"based on differentiated 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 10 Top 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\">Capital One</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;\">GILD</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 Flavors</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;\">SAIA</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 gained 5% during the year, and Jefferies' $185 price target indicates a 31% upside. The report pointed out: \"Nvidia is the dominant AI accelerator in data centers, and the industry is expanding rapidly with the development and application of AI technology. The new generation of Blackwell GPU platform has been fully put into production, and the annual gross profit margin is expected to increase from 70%-72% to 74%-76%.\"</p><p>Blood Glucose Monitoring System Manufacturers<a href=\"https://laohu8.com/S/DXCM\">Dekang Medical</a>Also selected. The stock is up 11% cumulatively in 2025, with a $110 price target corresponding to its nearly 27% upside. \"Dekang Medical is about to achieve a performance breakthrough by expanding the coverage of type 2 non-insulin treatment patients,\" the report analyzed. Its 15-day continuous monitoring sensor has been approved by the US Food and Drug Administration, and \"sensor upgrades will become an important profit growth point\".</p><p><a href=\"https://laohu8.com/S/COF\">Capital One</a>Also listed as a winner target. The $230 price target has room for an 18% premium over Tuesday's close. Jefferies emphasized the bank's recent acquisition of Discovery Financial Services as a key catalyst: \"The completion of the merger will release significant network synergies and operating cost optimization. What is more noteworthy is the continuous improvement of the credit situation of the COF/DFS portfolio, and the increase in net interest margin and the release of reserves will form a double positive.\" The stock has risen by more than 9% during the 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":{"SAIA":"Saia Inc.","GILD":"吉利德科学","NVDA":"英伟达","MSFT":"微软","GEHC":"GE HEALTHCARE TECHNOLOGIES INC","CAT":"卡特彼勒","PVH":"PVH Corp","COF":"第一资本","DXCM":"德康医疗","IFF":"国际香料香精"},"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$105来源：Jefferies芯片巨头英伟达位列推荐名单。该股年内涨幅达5%，杰富瑞185美元的目标价预示其有31%上行空间。报告指出：\"英伟达是数据中心AI加速器领域的霸主，该产业正随AI技术发展及应用而迅猛扩张。新一代Blackwell GPU平台已全面投产，全年毛利率有望从70%-72%提升至74%-76%。\"血糖监测系统制造商 德康医疗同样入选。该股2025年累计上涨11%，110美元目标价对应其近27%上行空间。\"德康医疗即将通过扩大2型非胰岛素治疗患者覆盖实现业绩突破，\"报告分析称。其15天持续监测传感器已获美国食品和药物管理局批准，\"传感器升级将成为重要利润增长点\"。 第一资本也被列为赢家标的。230美元目标价较周二收盘价存在18%溢价空间。杰富瑞强调该行近期收购发现金融服务公司是关键催化剂：\"并购完成后将释放显著的网络协同效应与运营成本优化。更值得关注的是COF/DFS组合信贷状况持续改善，净息差提升与准备金释放将形成双重利好。\"该股年内已上涨逾9%。","news_type":1,"symbols_score_info":{"NVDA":1.1,"GILD":1.1,"SAIA":1.1,"DXCM":1.1,"COF":1.1,"MSFT":1.1,"GEHC":1.1,"CAT":1.1,"PVH":1.1,"IFF":1.1}},"isVote":1,"tweetType":1,"viewCount":3244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":440654678679992,"gmtCreate":1748606807776,"gmtModify":1748606810900,"author":{"id":"4172639469640402","authorId":"4172639469640402","name":"underhill","avatar":"https://community-static.tradeup.com/news/b5c85c7496cff615c66e474921d6dc80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4172639469640402","idStr":"4172639469640402"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> Pull up！","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> Pull 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":3358,"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] ","listText":"They should do this ten years ago[白眼] ","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":"hk","language":"zh","title":"Microsoft New Moves! Windows Update will allow third-party software access: one-stop process 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 news on May 29th,<strong><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>A change is being introduced to Windows Update that will allow third-party apps to access Windows Update for updates.</strong></p><p>This feature will be implemented through Microsoft's new \"Windows Update Orchestration Platform\", which is currently open to private preview for developers to register.</p><p>Windows Update has been mainly used to Update the kernel part of Windows operating system, key drivers and some third-party device management applications, while most applications on Windows still rely on the Update mechanism created by developers for updating.</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_22/A503132A229270652255D4AA3D90724EC6A1AB8B_size137_w600_h330.png\"/></p><p><strong>\"We are building a unified, intelligent Update orchestration platform that enables any Update (apps, drivers, etc.) to be updated with Windows Update,\" said Angie Chen, Microsoft Product Manager.</strong></p><p>The new platform will allow developers to take advantage of regular update features 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 App 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 New Moves! Windows Update will allow third-party software access: one-stop process 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 New Moves! Windows Update will allow third-party software access: one-stop process 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 news on May 29th,<strong><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>A change is being introduced to Windows Update that will allow third-party apps to access Windows Update for updates.</strong></p><p>This feature will be implemented through Microsoft's new \"Windows Update Orchestration Platform\", which is currently open to private preview for developers to register.</p><p>Windows Update has been mainly used to Update the kernel part of Windows operating system, key drivers and some third-party device management applications, while most applications on Windows still rely on the Update mechanism created by developers for updating.</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_22/A503132A229270652255D4AA3D90724EC6A1AB8B_size137_w600_h330.png\"/></p><p><strong>\"We are building a unified, intelligent Update orchestration platform that enables any Update (apps, drivers, etc.) to be updated with Windows Update,\" said Angie Chen, Microsoft Product Manager.</strong></p><p>The new platform will allow developers to take advantage of regular update features 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 App 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":{"LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","BK4535":"淡马锡持仓","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1564329628.SGD":"Blackrock Dynamic High Income A2 SGD-H","BK4538":"云计算","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BLSP4452.SGD":"Legg Mason ClearBridge - 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