东鹏饮料（605499.SH）的营收再次迎来突破。 3月30日晚，东鹏饮料发布2025年度业绩。2025 年，东鹏饮料全年实现营业收入208.75亿元，营收规模首次突破200亿元大关，同比增长31.80%；归母净利润44.15亿元，同比增幅32.72%。 在营收与净利润维持数年来增长趋势的同时，东鹏饮料也继续大手笔分红。 年报显示，东鹏饮料拟以向全体股东每10股派发末期现金红利人民币25.00元（含税），以资本公积金向全体股东每10股转增3股，不送红股。东鹏饮料预计，本次年度现金分红金额超过14亿元。自2021年登陆上交所以来，东鹏饮料累计分红已超66亿元。 能量饮料“东鹏特饮”依然是东鹏饮料营收的核心支柱。 2025年，东鹏特饮实现营收155.99亿元。尼尔森IQ数据显示，2025年，东鹏特饮在我国能量饮料市场的销售量占比由2024年的47.9%提升至51.6%；全国市场销售额份额占比则从34.9%上升至38.3%，首次成为行业第一。 2021年至2024年，东鹏特饮的销售量一直位于能量饮料市场首位，但销售额则位列中国能量饮料市场第二。2025年销售量与销售额拿到行业双料第一，意味着东鹏特饮已正式赶超华彬红牛，成为中国能量饮料行业第一品牌。 近年来华彬红牛与泰国天丝红牛之间的商标纠纷，让作为“平替红牛”的东鹏特饮获得了极大的市场空间。而随着东鹏特饮正式登顶能量饮料赛道，其市场红利也开始见顶。2022年至2024年，东鹏特饮营收的同比增长幅度均超过20%。然而，2025年，东鹏特饮的收入同比增长幅度则降至17.3%，产品增速明显放缓。 值得一提的是，近日张雪机车在世界超级摩托车锦标赛（WSBK）赛场上表现亮眼，不仅大幅带动了该品牌产品的销量，还带火了与其合作品牌东鹏特饮的人气。 图源：张雪机车公众号 据张雪机车创始人张雪的抖音视频，2025年11月，他曾公开寻找参加WSBK赛事的冠名赞助商，之后，部分车友开始在东鹏特饮账号下留言。1月23日，张雪发布视频称，已与东鹏特饮建立联系并达成了合作，这也是张雪机车首次尝试跨界合作。 随着张雪机车夺冠，“东鹏特饮押宝张雪机车赢麻了”相关话题也于近日登上热搜。3月31日下午，东鹏特饮在官方抖音账号发布声明，对牵线的网友表示了感谢。 为降低对大单品的依赖，近年来，东鹏饮料接连推出“东鹏补水啦”“果之茶”“上茶”“东鹏大咖”“海岛椰...

格隆汇4月1日｜现货黄金突破4750美元/盎司，日内涨1.79%。

Seeking Alpha (Seeking Alpha) Seeking Alpha (Seeking Alpha) Seeking Alpha (Seeking Alpha) Seeking Alpha (Seeking Alpha) More on Tilray Tilray: Big Bet On Beverages (Rating Upgrade) Tilray's Going To Be Great, But For Now It's A Hold Tilray Brands, Inc. (TLRY) M&A Call Transcript Tilray Non-GAAP EPS of $0.02 misses by $0.05, revenue of $206.7M beats by $5.4M Tilray Q3 earnings: What to expect

据以色列媒体报道，当地时间今天（4月1日）早上，伊朗、黎巴嫩真主党和也门胡塞武装再次同时袭击以色列，以色列中部特拉维夫地区及北部、南部遭袭。报道称，大多数来袭导弹落在空旷地带，但也有建筑物被击中。目前暂未有伤亡情况报告。 也门胡塞武装发言人稍早前也发表视频声明证实，胡塞武装今天开展了本轮作战以来的第三次军事行动，“利用弹道导弹齐射，袭击了以色列南部地区的敏感军事目标”——而且这次行动是“与伊朗、黎巴嫩真主党联合开展的”。

Conagra Brands press release ( CAG ): Q3 Non-GAAP EPS of $0.39 misses by $0.01 . Revenue of $2.79B (-1.9% Y/Y) beats by $30M . In the quarter, net sales decreased 1.9% to $2.8 billion, reflecting: a 4.8% decrease from the impact of M&A, a 2.4% increase in organic net sales, and a 0.5% increase from the favorable impact of foreign exchange. The company is narrowing its fiscal 2026 guidance, reflecting: Organic net sales change near the midpoint of its (1)% to 1% range, as compared to fiscal 2025 Adjusted operating margin near the high end of its ~11.0% to ~11.5% range Adjusted EPS of approximately $1.70 ($1.72 consensus), at the low end of its $1.70 to $1.85 range More on Conagra Brands Conagra Brands: A+ Valuation, 9% Dividend, Lowest Price Since 2009 = Strong Buy Conagra Brands: I'm Bullish Despite Modest Expectations For Q3 Earnings Conagra Brands: High-Yielding Staple, Shares Attractive Conagra Brands Q3 2026 Earnings Preview Most sold mid-cap consumer staples as Middle East tensions prevail

Oracle Corporation $ORCL Stock Position Cut by Scharf Investments LLC MarketBeat

Marvin Samuel Tolentino Pineda/iStock Editorial via Getty Images Amid weakness in the Canadian telco sector, and after peer BCE slashed its dividend in 2025, many investors are nervous the 9%+ dividend yield offered by Telus (TSX: T:CA )(NYSE: TU ) is on thin ice. This article will examine the issue from both the bull and bear scenarios to see whether the company can maintain the generous payout. (All figures are in Canadian Dollars unless indicated otherwise) Introduction Much has changed in the Canadian telecom space, especially in the last few years. For decades the market was dominated by three players -- Rogers , BCE, and Telus. These companies had the combined might to keep smaller players contained, and they used their financial resources to acquire the best spectrum, buy competitors when they got into financial difficulty, or to lobby governments to keep the proverbial gravy train going. The federal government tried for years to encourage a fourth nationwide wireless player, but no company could really get established. Two regional telecoms expanded into the wireless business, but both Shaw Communications and Quebecor didn't have much success moving beyond their regional roots. That all changed in 2023 when Rogers Communications officially acquired Shaw . The combination expanded Rogers wireline assets from Ontario into the western provinces. Suddenly, Rogers had scale in cable, internet, and wireless services. Canadian regulators let the deal through, but with a number of conditions. The most important condition was that Rogers needed to sell Shaw's wireless business. A deal was quickly struck with the only logical buyer of the assets, Quebecor. The regional telecom paid $2.85B for Shaw's wireless assets . The deal was a nice fit for Quebecor because its wireless customer base was in Quebec, while Shaw's wireless customers (under the Freedom brand) were spread across B.C., Alberta, and Ontario. There was virtually zero overlap. Quebecor immediately set to w...

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Rawf8/iStock via Getty Images The bounce I've been warning that it's dangerous to have a macro short position in the S&P 500 ( SP500 ) in this headline-driven market because the stock market is now a matter of national security and thus vulnerable to short squeezes. That's what we got on March 31—nearly a 4% bounce in the Nasdaq 100 ( QQQ ) and nearly a 3% bounce in the S&P 500 ( SPY ). The trigger: Trump signaled that “he might be willing to end the war without opening the Strait of Hormuz,” and the Iranian President suggested that “Iran would consider ending the war conditional on guarantees.” Both of these statements have been stated before; this is old news (part of negotiations as explained below), but the market took it as the reason to bounce. Thus, this bounce will be short-lived, and it's an opportunity to sell—with a lower risk of being “squeezed.” Tactically, the bounce could extend to the 200dma resistance. Yahoo The nightmare escalation scenario This is the macro context of the Iran war: The Strait of Hormuz is virtually closed, so 20% of global oil can't pass through, in addition to natural gas, fertilizers, and some other products. Thus, the global economy is facing a supply-driven oil price spike. In addition, the GCC regional energy infrastructure has been damaged, which points to longer-term effects, even after the war ends. Note, escalation could also cause Houthis to close the Bab el-Mandeb Strait chokepoint in the Red Sea, further reducing oil supplies. On a macro level, higher oil prices will cause an inflationary shock. Thus, if inflation spikes, the Fed could be forced to hike interest rates, and 10Y yields would spike. The combination of higher oil prices, broad inflation, and higher interest rates would likely cause a global recession (stagflation). A recession with higher rates would cause 1) a housing bubble burst, 2) a private credit bust to become a systemic credit event, and 3) an AI bubble burst due to forced lower AI capex. In this n...

格隆汇4月1日｜韩国政府近期推出了一系列超常规举措，旨在通过行政干预与需求管理并举的方式，平抑国内油价，保障能源安全。部分专家指出，人为压低价格可能导致需求调节失灵，并给国家财政带来沉重负担。如果中东冲突长期化，仅靠财政补贴和价格限制将难以为继。能源行业相关人士也表示，石油价格上限制度虽在短期内有一定效果，但长期来看，其给加油站经营和政府财政带来的压力不容忽视。在未来几周内，随着第二次石油价格上限制度的落地及各项应急预案的逐步推开，韩国应对能源冲击的韧性将面临更严峻的考验。

In this article @LCO.1 Follow your favorite stocks CREATE FREE ACCOUNT International Energy Agency (IEA) Executive Director Fatih Birol gives a press conference in Brussels on March 6, 2026. Nicolas Tucat | Afp | Getty Images The coming month will see an intensification of the oil supply glut that has driven prices sharply higher since the start of the Iran war, according to the head of the International Energy Agency. Speaking to the "In Good Company" podcast hosted by Nicolai Tangen, CEO of Norges Bank Investment Management, Birol said the energy crisis sparked by the U.S.-Iran war was the worst in history. "The next month, April, will be much worse than March," he said. He explained that in March there were already some cargo ships carrying oil and gas that transited through the Strait of Hormuz before the war broke out. "They are still coming to ports, still bringing oil and energy and other [things]," he said. "In April, there is nothing. The loss of oil in April will be twice the loss of oil in March. On top of that you have LNG and others. It will come through to inflation, I think it will cut economic growth in many countries, especially emerging economies. In many countries the rationing of energy may be coming soon." U.S. President Donald Trump said Tuesday that American forces would leave Iran "in two or three weeks," prompting a broad relief rally across financial markets. But Birol said the war, currently in its fifth week, had already created a deeper glut than those seen in previous crises such as those in the 1970s and following Russia's full-scale invasion of Ukraine in 2022. "When you look at the [1973 and 1979], in both of them we lost each about 5 million barrels per day of oil. These oil crises led to global recession in many countries," he told Tangen. "Today, we lost 12 million barrels per day — more than two of these oil crises put together." He added that the gas supplies being lost as a result of the conflict and the blockade of the Strait ...

格隆汇4月1日｜3月31日，中国人民银行、科技部、金融监管总局、中国证监会联合召开科技金融工作交流推进会。会议强调，“十五五”时期是科技强国建设的关键攻坚期，科技金融要为科技强国提供更加优质的服务。有关部门、机构要聚力成势，持续完善科技金融工作机制，扎实推进全年各项重点工作。继续加强有关部门、地方政府、金融机构等各方协同互动，扩大信息共享，加快建设技术要素市场，提高金融资源配置效率。增强科技金融服务专业能力，丰富适应高新技术领域特点的金融产品。发挥好科技创新和技术改造再贷款、金融资产投资公司股权投资试点、并购贷款、债券市场“科技板”等政策作用，推动金融资源更加精准投向科技创新领域。

中国人民银行、科技部、金融监管总局、中国证监会联合召开科技金融工作交流推进会。会议指出，党的二十届四中全会、中央经济工作会议以及“十五五”规划纲要坚持科技创新在国家发展中的战略核心地位，明确加快高水平科技自立自强的战略目标，优化调整国际科技创新中心的区域布局，对构建同科技创新相适应的科技金融体制提出明确要求。有关部门、机构要深入学习贯彻党中央、国务院决策部署，进一步深化金融供给侧结构性改革，完善多元金融服务体系，支持国际科技创新中心优化科技金融生态，不断提高金融服务供给对科技创新需求的适配性。会议强调，“十五五”时期是科技强国建设的关键攻坚期，科技金融要为科技强国提供更加优质的服务。有关部门、机构要聚力成势，持续完善科技金融工作机制，扎实推进全年各项重点工作。继续加强有关部门、地方政府、金融机构等各方协同互动，扩大信息共享，加快建设技术要素市场，提高金融资源配置效率。增强科技金融服务专业能力，丰富适应高新技术领域特点的金融产品。发挥好科技创新和技术改造再贷款、金融资产投资公司股权投资试点、并购贷款、债券市场“科技板”等政策作用，推动金融资源更加精准投向科技创新领域。(央行)

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With controversy stalking football on the continent, the Caf president has a huge challenge on his hands It has been a miserable few months for the Confederation of African Football (Caf) and its South African billionaire president Patrice Tlhopane Motsepe. On Sunday he had chance to clarify a few things, to set the record straight. The CAF executive committee met at the Giza Palace hotel in Cairo and journalists were present for the briefing that followed. Continue reading...

AAPL May 2026 130.000 call (AAPL260515C00130000) interactive stock chart Yahoo Finance UK

JHVEPhoto/iStock Editorial via Getty Images One company that has had exceptional performance in the time that I have been bullish about it is aluminum producer Alcoa Corporation ( AA ). Back in July of 2024, I wrote a bullish article about the company. My opinion at the time was that the efforts that management was employing aimed at boosting profitability, on top of certain acquisitions and underlying fundamental performance, justified market-beating upside. Since reaffirming it in that article as a 'buy' candidate, the stock has appreciated by 72.7%. That dwarfs the 16.9% increase that the S&P 500 saw over the same window of time. But that's nothing. Since I originally turned bullish on it in February of that same year, the stock has risen 162.8%. The market, meanwhile, is up only 28.7%. This year alone, shares of the business are up 24.8%. While in prior years the company was carried by strong fundamental performance, a lot of the recent upside can be attributed to geopolitical issues. So what we have here are two stories baked into one. You have a company that has demonstrated, over the last few years, fantastic operational performance and revenue growth. Plus, now you have a geopolitical catalyst that could prove even more bullish for shareholders. As great as all of this is, however, I will say that upside potential likely is more limited than it was in the past. I won't go so far as to downgrade the stock considering the opportunities that abound. I do think that it can outperform the market for the foreseeable future, but the degree of outperformance probably won't be as extreme as what we have seen in the past. One last thing that I would like to touch on, near the end of this article, is the fact that management will soon be announcing financial results for the first quarter of the company's 2026 fiscal year. Leading up to that point, analysts actually seem a bit pessimistic, with revenue and profitability likely to decline. While that is certainly possibl...

中科环保公告，股东深圳市国科瑞华三期股权投资基金合伙企业（有限合伙）持有公司1200.01万股，占0.82%，拟自公告披露之日起3个交易日后的3个月内，通过集中竞价方式减持不超过1200.01万股，占0.82%；减持期间为2026年4月8日至2026年7月7日，股份来源为首次公开发行股票上市前持有股份，减持价格区间将根据二级市场价格确定。

DragonImages/iStock via Getty Images Insmed Overview Having been active in covering key players in the PAH space, like Liquidia ( LQDA ) and United Therapeutics ( UTHR ), I was surprised to see how long it has been since I last covered Insmed ( INSM ). My last analysis followed the FDA-approval of Brinsupri (brensocatib) in Non-Cystic Fibrosis Bronchiectasis, or NCFB. Insmed was richly valued as it was. So, although I thought Brinsupri and Arikayce were, together, worth ~$17B in NPV, there was still $13B in value to account for (INSM's market cap was $30B at this time). That's where Insmed's pipeline comes in. I briefly touched on its once-daily treprostinil palmitil inhalation powder (TPIP) in PAH/PH-ILD (I'll discuss this more within this update). Insmed was also evaluating brensocatib in other conditions, like CRSsNP and HS. Although I thought that NCFB was likely brensocatib's "lowest-hanging fruit," especially as CRSsNP and HS have far more available treatments than NCFB. Although I admitted that, outside of M&A activity, it was "challenging to see where additional upside can come from," I decided to "hold my nose" through INSM's premium valuation and maintain a "Buy." INSM has advanced another 13.5% since, compared to S&P 500 ( SPY ) "gains" of -2.4%. Data by YCharts Below, I revisit INSM. Brinsupri Brinsupri has really impressed out of the gate. In Q4 alone, Brinsupri generated $144.6M in total revenues. And management expects a whopping $1B in Brinsupri revenues in 2026. This is an exceptional drug launch. It doesn't come as a surprise to me, though. As I've pointed out in the past, NCFB is an underserved condition. And Brinsupri is effectively the first and only disease-modifying therapy. My model of Brinsupri (at least, the end result) hasn't changed much since September, but I wanted to reiterate the opportunity. I assume a 10% WACC (standard for an approved drug), 2033 Peak, 2040 LOE, 500k US Target Pop., 2.5% annual Pop. Growth (increasing dx rates and ...

JHVEPhoto/iStock Editorial via Getty Images Akamai ( AKAM ) said that the state of Montana has awarded it a new data communications contract vehicle. The company noted that the agreement streamlines how state and local agencies, as well as educational institutions, can acquire its security and cloud computing solutions. "Government agencies and schools need immediate access to industry-leading cloud and security tools without the administrative hurdles of traditional bidding," said Rob San Martin, vice president, public sector, Akamai. "We provide the essential cloud infrastructure and security architecture that both protects citizen data and helps enable government services for resilience, scalability, and performance." Akamai added that it will use its partnership with Carahsoft to fulfill orders and provide technical guidance to participating agencies. Shares of Akamai rose about 1% premarket on Wednesday. More on Akamai Akamai Technologies, Inc. (AKAM) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Akamai Technologies, Inc. (AKAM) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript Akamai Technologies, Inc. (AKAM) Q4 2025 Earnings Call Transcript Akamai in focus as Raymond James ups price target Akamai buys thousands of Nvidia GPUs for cloud infrastructure

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Spotify . Getty Images Good morning! Here's the latest in trending: Glimmer of hope: Iran needs guarantees as Trump signals end of war . The UAE wants Strait of Hormuz opened by force . Diverting resources: Oracle ( ORCL ) starts laying off employees to drive down costs to support its AI infrastructure buildout. Project Apex: SpaceX ( SPACE ) has lined up at least 21 banks , including Morgan Stanley ( MS ), for its upcoming mega IPO. Artemis II NASA is set to launch the first crewed mission toward the moon in over half a century on Wednesday, as the U.S. seeks to reassert its dominance in space. The mission — dubbed Artemis II — will send four astronauts on an approximately 10-day journey closer to the moon than any human has been since the Apollo 17 mission in 1972. The launch: Artemis II is set to launch from Kennedy Space Center aboard NASA's Space Launch System rocket. "The rocket is healthy, the spacecraft is ready, the crew is in position, and the weather is looking good," NASA Administrator Jared Isaacman posted on X, saying Artemis II is on schedule to launch today evening. NASA astronauts Reid Wiseman, Victor Glover and Christina Koch, along with Canadian astronaut Jeremy Hansen were selected for the mission. The astronauts won't land on the lunar surface, but will instead venture around the moon and back. They will be the first people that NASA's Space Launch System rocket and Orion spacecraft carry into space. The mission: Orion, built by NASA and Lockheed Martin ( LMT ), is currently the only spacecraft capable of crewed deep space flight and high-speed return to Earth from the vicinity of the moon. The mission's aim is to test Orion's life-support systems, propulsion, navigation and communications to confirm readiness for deep space travel. "Artemis II science operations will lay the foundation for safe and efficient human exploration of...

Su Jiangbo. Photo: Datian public security bureau U.K. authorities are moving to confiscate 85 London properties worth more than 81 million pounds ($108 million) linked to a Chinese fugitive wanted for running an illegal cross-border online gambling syndicate. The U.K. Crown Prosecution Service (CPS) recently obtained an unexplained wealth order and an interim freezing order from the High Court against an unnamed Chinese national, giving him three months to prove the funds used to buy the properties were legitimate. Caixin has learned from sources with knowledge of the matter that the suspect is Su Jiangbo, a Fujian province native sought by Chinese police.

Wall Street is buzzing about Apple's massive product wave. Here's what investors need to know before making a move.