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运动科技公司Keep发布盈利警告，预计2024年度经调整净亏损额为人民币4.6亿元至4.9亿元，亏损幅度同比扩大。亏损增加主要由于消费市场环境变化和公司为增强长期竞争力而持续投入新战略业务及技术革新。Keep计划通过技术赋能提升经营效率，目标在2025年实现盈亏平衡。公司宣布All in AI战略后，股价大幅上涨，国泰君安下调公司未来几年经调整归母净利预测，但维持增持评级。
运动科技公司Keep发布盈利警告，预计2024年度经调整净亏损额为人民币4.6亿元至4.9亿元，亏损幅度同比扩大。亏损增加主要由于消费市场环境变化和公司为增强长期竞争力而持续投入新战略业务及技术革新。Keep计划通过技术赋能提升经营效率，目标在2025年实现盈亏平衡。公司宣布All in AI战略后，股价大幅上涨，国泰君安下调公司未来几年经调整归母净利预测，但维持增持评级。
Spiking bond yields driving sharp losses in tech stocks
A spike in interest rates since the start of the year has accelerated a rotation out of high-growth technology stocks and into value stocks poised to benefit from a reopening of the economy. The Nasdaq has fallen more than 10% over the past month as the Dow has soared to record highs, with a spike in the 10-year US Treasury yield acting as the main catalyst. It recently surged to a cycle high of more than 1.60% after starting the year below 1%. But according to Jim Paulsen, the Leuthold Group's chief investment strategist, rising interest rates do not represent a long-term threat to the stock market. Paulsen expects the 10-year yield to cross 2% by the end of the year.
A spike in interest rates and its impact on the stock market depends on the economic backdrop, according to Paulsen. Rising interest rates amid a strengthening economy "may prove no challenge at all for stocks," Paulsen said.
Telegram and Signal Havens for Right-Wing Extremists
Since the violent storming of Capitol Hill and subsequent ban of former U.S. President Donald Trump from Facebook and Twitter, the removal of Parler from Amazon’s servers, and the de-platforming of incendiary right-wing content, messaging services Telegram and Signal have seen a deluge of new users. In January alone, Telegram reported 90 million new accounts. Its founder, Pavel Durov, described this as “the largest digital migration in human history.” Signal reportedly doubled its user base to 40 million people and became the most downloaded app in 70 countries. The two services rely on encryption to protect the privacy of user communication, which has made them popular with protesters seeking to conceal their identities against repressive governments in places like Belarus, Hong Kong, and Iran. But the same encryption technology has also made them a favored communication tool for criminals and terrorist groups, including al Qaeda and the Islamic State.
