专题：聚焦美股2026年第一季度财报 这家纸制品与包装企业预计二季度调整后 EBITDA 将下滑 国际纸业一季度实现扭亏为盈。 内容概要 国际纸业 一季度成功扭亏，但下调了本季度调整后息税折旧摊销前利润（EBITDA）预期，公司盘前股价下跌 5.1%。 国际纸业正准备将北美业务与海外业务分拆独立，公司一季度顺利扭亏为盈，但 下调了二季度调整后息税折旧摊销前利润（EBITDA） 盈利预期。 公司盘前股价下跌 5.1%，报 31.88 美元。 这家总部位于孟菲斯的造纸及包装企业公布： 一季度盈利 6000 万美元 ，每股收益 11 美分；上年同期亏损 1.05 亿美元，每股亏损 24 美分。 剔除一次性特殊项目后，公司 调整后每股收益 15 美分 ，高于分析师平均预期的 14 美分。 季度销售额同比增长 13%，至 59.7 亿美元 ，略低于市场预期的 60.2 亿美元。 北美板块营收有所下滑，但欧洲、中东和非洲业务营收大幅增长，抵消了北美业务的疲软；此外，冬季风暴也推高了北美地区的运营成本。 国际纸业董事长兼首席执行官安迪・西尔弗奈尔在声明中表示： “在北美市场，我们的商业举措已初见成效，业务增速跑赢大盘；同时降本工作稳步推进，造纸厂与纸箱工厂的生产效率实现显著提升。”他还透露，将北美业务与欧非中东业务分拆为两家独立公司的计划正有序推进。 二季度业绩指引： 公司预计调整后 EBITDA 区间为 5.2 亿 —5.7 亿美元 ，远低于去年同期的 7.33 亿美元，也低于华尔街分析师预期的 7.019 亿美元。 2026 全年展望： 调整后 EBITDA 预期 32 亿 —35 亿美元 ，分析师一致预期为 34 亿美元。 责任编辑：郭明煜

格隆汇4月30日｜4月30日，日本政府和日本央行通过买入日元、卖出美元干预外汇市场。当日，日元兑美元汇率一度跌至160以上，创19个月以来新低，随后反弹至155以上。一位政府官员向《日经新闻》证实了此次干预。

Lansing Street Advisors disclosed in a recent SEC filing that it established a new stake in BlackRock ETF Trust - iShares International Country Rotation Active ETF (NASDAQ:CORO) during the first quarter of 2026. The investment firm acquired 233,608 shares, with the estimated transaction value at $7.51 million based on the quarter’s average share price. The quarter-end position value also increased by $7.51 million, reflecting the new stake and any price movement. The BlackRock ETF Trust - iShares International Country Rotation Active ETF is designed to provide investors with access to a diversified portfolio of international equities by rotating country allocations based on quantitative models. Continue reading

巴勒斯坦伊斯兰抵抗运动（哈马斯）和巴勒斯坦伊斯兰圣战组织（杰哈德）4月30日发表声明，谴责以色列海军当天扣押驶往加沙地带的“全球坚韧船队”船只及人员。 哈马斯在声明中称以海军在希腊克里特岛附近海域对驶往加沙地带的船队发动袭击是“海盗行为”，呼吁国际社会采取行动，追究以方责任，促其释放被扣押的活动人士。 杰哈德在声明中称，以色列军舰袭击了手无寸铁的活动人士船只，并用激光束照射他们，强迫他们下跪，以海军的行为是对国际法的践踏。(新华社)

"Low Hire, No Fire": Jobless Claims Unexpectedly Plunge To Record Low We have gone from a " low hire, low fire" economy to " AI chatbot hire, no fire ." We joke, but really there is no other way to explain what is going on here: this morning the Dept of Labor reported that in the week ended April 25, jobless claims fell 26k to 189k (from an upward revised 215k), compared with median est. 212k. And... are you sitting down ... this was the lowest weekly jobless print on record . With the est. range at 205k-228k, today's print was not only far below the lowest estimate, but a 6 sigma miss to estimates. While one can normally blame this on seasonal adjustments, the unadjusted number also plunged to just 179K in the last week. Continuing claims also fell 23k to 1.785m in the week ending April 18. This was the lowest since early 2024. Those wondering what was behind the unprecedented drop in claims, the answer appears to be a crash in New York State initial claims. Tyler Durden Thu, 04/30/2026 - 09:28

(RTTNews) - While reporting financial results for the first quarter on Thursday, Albany International Corp. (AIN) provided its adjusted earnings and revenue guidance for the second quarter.

力度超预期。 五一假期前，广深两大一线城市接连放宽公积金贷款，符合条件的家庭最高贷款额度分别为360万元、351万元。 4月30日，广州印发了《广州市人民政府办公厅关于进一步促进房地产市场平稳健康发展的实施意见》（下称“广州新规”）。意见提出，优化住房公积金使用政策，提高住房公积金贷款额度，一人申请贷款的最高额度调整至100万元，两人或两人以上购买同一套自住住房共同申请贷款的最高额度调整至200万元，符合相关条件的最高贷款额度提高至360万元。 此前一天（4月29日），深圳市住房和建设局印发《关于进一步优化调整本市房地产相关政策的通知》（下称“深圳新规”），在放宽限购的同时，大幅提升公积金贷款额度，家庭最高可贷351万元，较原标准提升超百万元，且新增“初婚初育家庭”情形。 业内认为，深圳、广州政策调整可视为对于北京（2025年12月）、上海（2026年2月）政策调整的跟进。力度超预期，既为“五一”及二季度楼市注入强心剂，也为京沪后续政策调整打开了空间。 可贷上限可达360万元 第一财经注意到，广深此次新规在公积金贷款政策方面有多项调整。 一方面，提高住房公积金贷款基础额度。深圳 新规 规定，缴存职工单独申请的，贷款额度为70万元；共同申请（合并计算可贷额度）的，贷款额度为130万元。广州新规则规定，使用住房公积金贷款购买自住住房的，一人申请贷款的最高额度调整至100万元，两人或两人以上购买同一套自住住房共同申请贷款的最高额度调整至200万元。 另一方面，两地新政都优化了住房公积金贷款额度上浮比例。 深圳新规规定，使用公积金贷款购买深圳市首套住房的，上浮比例从40%提升至60%；有两个及以上子女的居民家庭购买深圳市住房的，上浮比例从50%提升至70%；购买深圳市保障性住房的，上浮比例从20%提升至40%。同时，新增初婚初育居民家庭购买本市住房上浮情形，上浮比例为50%。 与广州新规同日发布的配套政策《广州住房公积金管理中心关于调整住房公积金贷款政策的通知》规定，生育一孩及以上的家庭（至少一个子女未成年）购买自住住房的，住房公积金贷款最高额度上浮在10%-50%。使用住房公积金贷款购买自住住房，且所购住房为新建一星级绿色建筑或新建装配式建筑的，住房公积金贷款最高额度上浮10%；使用住房公积金贷款购买自住住房，且所购住房为新建二星及以上星级绿色建筑的，住房公积金贷款最高额...

The AI firm said that unlike previous model bugs, this issue "crept in subtly".

谷歌合作伙伴NovaCore Labs与Aibotics推进收购事宜，并扩大机器人在牙买加全境的部署。

日本在外汇市场进行了干预。 （财联社）

Source: Bloomberg, 4:41

Establishment Labs ( ESTA ) entered a $300M senior secured term loan with Oaktree Capital Management. The facility refinances existing debt and extends maturity to 2031, improving financial flexibility. The loan is split into $265M (refinancing tranche) and $35M (growth capital tranche). The agreement features a fixed interest rate with potential reductions tied to leverage targets. The deal supports positive free cash flow expected in H2 2026 and future expansion. More on Establishment Labs Establishment Labs Holdings Inc. (ESTA) Q4 2025 Earnings Call Transcript Establishment Labs: The Pivot From Growth To Profitable Scale Establishment Labs targets at least 25% revenue growth in 2026 while expanding minimally invasive platforms Establishment Labs GAAP EPS of -$0.09 beats by $0.13, revenue of $64.62M beats by $0.5M Seeking Alpha’s Quant Rating on Establishment Labs

AVITA Medical ( RCEL ) said on Thursday it appointed Cary Vance its CEO, effective immediately, after serving in the role on an interim basis since October 2025. Vance will continue as a board member, while Jan Stern Reed was named chair of the board, also effective immediately. The company said the appointment follows a formal search process. "The Board unanimously concluded that Cary is the right leader to serve as CEO on a permanent basis,” said newly appointed Chair Reed. Vance, a healthcare executive with three decades of experience, said the company is focused on scaling adoption of its products and driving consistent performance as it builds momentum in the acute wound care market. More on AVITA Medical AVITA Medical, Inc. (RCEL) Shareholder/Analyst Call Transcript AVITA Medical: Why The BARDA Rally Changes Nothing AVITA Medical, Inc. (RCEL) Discusses Financial Performance, Sales Strategy, and Reimbursement Progress Transcript AVITA Medical rises as Cohealyx halves time to skin grafting AVITA Medical wins BARDA contract worth up to $25.5M

Image source: The Motley Fool. Wednesday, April 29, 2026 at 10 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Lobro78/iStock Editorial via Getty Images Apple's ( AAPL ) May 1 weekly options are pricing a roughly 4% post-earnings move ahead of the iPhone maker’s fiscal second-quarter report after Thursday’s market close, with the 270 to 275 area emerging as the main battleground into Friday expiration. With shares closing at $270.17 per share on Wednesday, the options chain suggested traders were bracing for a move of roughly $10.50 to $10.70 by the end of the week. The 270 straddle was worth about $10.45 on mid-pricing, while the 272.5 straddle was worth about $10.70, implying a first-pass post-report range of roughly $260 to $281. The structure leaned more toward upside participation than defensive positioning, with the market focused on whether Apple ( AAPL ) can break through 275 to 280 or lose the 260 area after results. The heaviest activity was concentrated on the call side near and above spot. The 270 call traded 16,846 contracts, while the 275 call traded 11,013 and the 280 call traded 7,251. Open interest was heavily stacked above the stock, led by the 275 call with 22,435 contracts. The put side showed activity below spot, with the 255 put trading 8,345 contracts and notable open interest at the 250 put with 17,644 contracts. With Tim Cook set to step down as chief executive in September, Apple’s ( AAPL ) quarterly results and subsequent earnings call are expected to center around the company's leadership transition, as well as its artificial intelligence strategy under incoming top boss John Ternus. Wall Street expects the iPhone maker to post EPS of $1.94 a share on revenue of $109.58B. More on Apple Apple: Tim Cook Exits At The Top Apple: A New Boss And A New And Higher Dividend (Rating Upgrade) Wall Street Brunch: Five Of The Mag 7 Ride Into Earnings Town Apple plans to add Siri mode to camera app and new visual AI tools to iOS 27: report Apple’s leadership transition, AI vision under new CEO Ternus to steal spotlight during earnings

Lobro78/iStock Editorial via Getty Images Apple's ( AAPL ) May 1 weekly options are pricing a roughly 4% post-earnings move ahead of the iPhone maker’s fiscal second-quarter report after Thursday’s market close, with the 270 to 275 area emerging as the main battleground into Friday expiration. With

寧德時代(03750)完成發行50億元綠色科技創新債券 作者 智通財經 Investing.com 香港 - 股市報價& 財經新聞

专题：聚焦美股2026年第一季度财报 营收同比增长 16% 至 84 亿美元 ，超出分析师预期 内容摘要 受支付网络业务增长拉动， 万事达卡 一季度利润和营收均实现同比走高 。 信用卡巨头万事达卡（MA）一季度利润、营收双双增长，核心驱动力来自旗下 支付网络业务 的扩张。 公司周四公布截至 3 月 31 日的季度业绩： 季度净利润 38.8 亿美元 ，折合每股收益 4.35 美元；上年同期净利润 32.8 亿美元，每股收益 3.59 美元。 剔除一次性项目后， 调整后每股收益 4.60 美元 ，高于 FactSet 分析师预期的 4.41 美元。 季度营收同比上涨 16%，达 84 亿美元 ；分析师此前预期营收为 82.6 亿美元。 万事达卡表示，营收增长主要由支付网络收入提振： 支付网络板块 总交易金额同比增长 7% ， 跨境交易规模飙升 13% 。 公司增值服务及解决方案业务（涵盖反欺诈、数据分析等）营收同样增长，主要受益于安全服务、数字化服务及身份认证业务的强劲扩张。 责任编辑：郭明煜

欧洲央行行长克里斯蒂娜·拉加德表示，经济前景高度不确定，将取决于中东战争持续的时间以及战争对能源和其他大宗商品市场以及全球供应链的影响程度。 “调查显示经济增长放缓，自战争爆发以来，消费者和企业对未来的信心均有所下降。” “展望未来，高能源成本预计将继续对实际收入构成压力，使家庭和企业更不愿意消费和投资。” 责任编辑：江学思

寧德時代與澳大利亞的Zinfra簽署電池儲能項目協議。 富途牛牛

US Bancorp DE Cuts Stake in Oracle Corporation $ORCL MarketBeat

U. S. stock futures are pointing to a stronger start on Thursday, suggesting markets could move higher after finishing the previous session with little overall direction.

AI demand drives record growth for Google Cloud.

Higher capex forecast raises concerns despite revenue beat.

专题：聚焦美股2026年第一季度财报 收购恒适品牌产生的整合成本拖累公司利润 吉尔登服饰一季度销售额同比走高，公司开始并入新收购的恒适品牌业务业绩，并持续从并购中寻求成本协同效应。 内容摘要 受收购恒适品牌提振，吉尔登服饰一季度净销售额达 11.7 亿美元 ，上年同期为 7.117 亿美元。 服装制造商吉尔登服饰（GIL）一季度销售额增长，公司已开始合并新收购的恒适品牌业务财报数据，并持续推进并购后的成本协同落地。 公司周四公布，一季度净销售额 11.7 亿美元 ，高于上年同期的 7.117 亿美元，也超出市场预期的 11.4 亿美元。 吉尔登本季度录得 净亏损 6580 万美元 ，折合每股亏损 36 美分；而上年同期净利润为 8470 万美元。公司表示，盈亏逆转主要源于收购相关费用，以及整合恒适品牌产生的各项成本。 吉尔登主营批发及零售市场的 T 恤、抓绒服饰与内衣产品，去年以 22 亿美元 收购恒适品牌，旨在扩充品牌矩阵、加速零售渠道业务增长，目前公司正推进业务整合，以实现成本协同效益。 剔除恒适收购相关费用等一次性特殊项目后， 调整后每股收益 43 美分 ，高于分析师预期的 35 美分。 公司重申全年业绩指引： 全年营收预期 60 亿 —62 亿美元 ，调整后每股收益预期 4.20—4.40 美元 。 责任编辑：郭明煜

Gemini Space Station已获得美国商品期货交易委员会（CFTC）批准，可运营其自有的受监管衍生品清算所。这一举措使温克尔沃斯兄弟旗下的这家加密货币交易所能够自行清算和结算交易，而无需依赖外部基础设施，从而对其预测市场产品的运作和规模化获得更大的控制权。 此消息推动该公司股价在盘前交易中上涨了2.5%。 Gemini总裁兼联合创始人卡梅伦·温克尔沃斯在接受CNBC独家采访时表示：“考虑到预测市场以及未来加密衍生品的巨大机遇，端到端地拥有和运营市场是非常强大的。” 此次获批标志着Gemini在构建全方位合规衍生品平台的道路上迈出了关键一步。据悉，Gemini旗下的Olympus部门获得的这张衍生品清算组织（DCO）牌照，使其能够作为内部清算机构，独立处理结算、风险管理及抵押品管理。这彻底改变了之前必须依赖第三方清算机构的模式，有望显著降低运营成本并提升交易效率。 早在2025年12月，Gemini的一家关联实体已获得CFTC颁发的指定合约市场（DCM）牌照，并借此推出了预测市场。此次获得DCO牌照，意味着Gemini现在集齐了推出和清算受监管衍生品（包括期货、期权和永续合约）所需的两张核心牌照。 目前，Gemini正在进一步申请期货佣金商（FCM）牌照，以完善其CFTC资质布局，旨在与Kraken、Coinbase等竞争对手在美国合规衍生品市场展开全面竞争。此举被市场视为Gemini从单一的加密货币交易所向多元化金融市场平台转型的重要一步。 责任编辑：张俊 SF065

如今，电子产品涨价已经不是什么新鲜事了，存储成本一路飙涨，造成手机、笔记本、游戏机等各种需要存储部件的产品都顶不住压力纷纷跟涨。以Mac mini M4来说，目前苹果官网已经无法下单，各大电商平台上这台设备早已没有了当年3000元以下的百亿补贴「神价」，连二手价都涨到了3500元左右。 当然，Mac mini M4供不应求，还有一个很重要的原因——龙虾热。年初OpenClaw热潮席卷而来，「养虾」成为全世界用户热议的话题。而集体积小巧、功耗低、性能强、系统支持友好等一系列优点于一身的Mac mini M4，迅速成为养虾户们青睐的对象。 （图源：苹果） 现在，龙虾热潮已经退去了不少，那些专门为了养虾而入手Mac mini的人，还在继续用他们部署的龙虾吗？带着这样的好奇，我们找了几位用户，了解当下的真实情况。 新媒体编辑：龙虾已放弃，「爱马仕」才是新欢 大学同学小晨现在是一名自媒体编辑，平时主要负责汽车领域。龙虾潮到来时，他抱着一种不能落伍的心态来问过我，部署龙虾是不是Mac mini最合适。但那个时候，Mac mini M4已经涨价了，小晨最后花2000多买了台二手Mac mini M2。 部署好龙虾后，小晨还会时不时吐槽一波，OpenClaw经常会掉线，有时候在外地出差发现联动的飞书机器人没反应，就知道办公室的龙虾宕机了。这种时候，小晨就会让同事帮忙重启下，这个场面就显得有些哭笑不得。 （图源：雷科技） 而现在，小晨却表示，已经放弃龙虾了，找到的替代品是「爱马仕」。具体来说，它其实就是最近流行的Hermes Agent。「爱马仕」是一个开源智能体，主打自动进化能力。比如，你通过它完成一项比较复杂的任务后，「爱马仕」会提炼出其中可以复用的技能并保存，用得越多，它就越聪明。 小晨认为，「爱马仕」更轻量，用起来更方便。他表示，OpenClaw就好比是一个能运行很多智能体的全能平台，要好用得自己调；而「爱马仕」则是一个功能更聚焦的智能体，在小场景里做得更好。 目前，他用「爱马仕」的主要场景就是把它当成智能助理，并且接入到飞书里。平时，小晨会把自己写的文档丢给他记录，或者把看到的资料也扔给它，等于把它当智能收藏夹用，后续的任务里如果用得到这些资料，AI自己就会调用。 （图源：雷科技） 另外，小晨还会让它做早报发微博，平时的工作流简化了，效率也更高了。 （图源：雷科技） 金融民...

TwilightShow/iStock Unreleased via Getty Images Japan Smaller Capitalization Fund ( JOF ) is a closed-end fund , offering exposure to Japanese small-cap equities. The average market capitalisation of the companies in USD terms happens to be roughly around ~$1.05 billion . As is the case with many of the CEFs, this fund presently trades at a discount from its NAV. Interestingly, however, the fund has distributed around $0.5322 for FY25. At the current market price of ~$11 , this is a distribution yield of ~4.8%. This was done under their level distribution plan, LDP . It is important to note that JOF is not an income-focused fund but rather attempts to deliver returns in long-term capital appreciation . The dividend yields might fluctuate, and this remains primarily an investment proposition for investing in Japanese small-cap equities. More importantly, however, it is the current trajectory of Japanese equities that makes it a closer look. We are aware that historically, Japanese equities have underperformed severely on both an absolute and relative basis. However, the stance seems to be shifting from recent times. Over the last couple of years, Japanese equities saw a significant interest among the investors. Moreover, even after the recent up-move, Japanese equities on a quantitative basis are still fairly cheap on a standalone as well as relative basis. There have been genuine structural reasons for the same, such as lower returns on equities, lacking corporate governance standards, and regulatory landscapes, which have resulted in structural underperformance. However, presently ground has started shifting, with not only more investors starting to look into Japanese equities by virtue of their cheapness along with elevated valuation levels of broader equities such as the S&P 500, but in addition, there have been fundamental developments undergoing as well. As a matter of fact, the Tokyo Stock Exchange sometime back issued a directive that it would start publicly ...

Zenas BioPharma ( ZBIO ) added ~8% in the premarket on Thursday after the chief executive of the clinical-stage biotech continued a recent trend of buying shares of the company, adding more than $1M worth of stock as part of his latest insider purchase. CEO Lonnie Moulder disclosed two insider transactions in a regulatory filing on Wednesday, indicating that he purchased 60K shares of Zenas BioPharma ( ZBIO ) at an average price of $17.79 apiece. Moulder, the founder and chairman of Zenas ( ZBIO ), has increased his stake in the company to nearly 1.8M shares following the transactions conducted on Tuesday and Wednesday. From January to March, Moulder added nearly $3.7M worth of company stock in three separate transactions worth more than $1M each. The purchases come at a time when the Waltham, Massachusetts-based biotech is awaiting mid-stage trial data for its lead asset, obexelimab, targeted at an autoimmune condition called systemic lupus erythematosus, later this year. More on Zenas BioPharma, Inc. Zenas BioPharma's Key Milestones And Market Context: Holding Through The BLA Zenas BioPharma prices $300M capital raise in dual offering Zenas BioPharma announces concurrent public offerings of convertible senior notes and common stock Seeking Alpha’s Quant Rating on Zenas BioPharma, Inc. Historical earnings data for Zenas BioPharma, Inc.

SweetBunFactory/iStock via Getty Images Wolfspeed ( WOLF ) has named Brad Kohn as its new Chief Legal and Global Affairs Officer and Sonja Burfeind as Vice President, Communications. Kohn will join from May 11, overseeing global legal, compliance, government affairs, and public policy engagement functions. He has more than 20 years of experience as a general counsel across multiple public companies, including a previous stint at Wolfspeed. Burfeind will join as VP on July 1, leading the silicon carbide technology company’s global communications strategy, including public relations and sales and marketing communications. She has more than 20 years of experience across technology, automotive, consumer, and media industries. She last held senior communications leadership roles at Infineon ( IFNNY ) ( IFNNF ). “These appointments reflect our continued investment in leadership that enhances Wolfspeed’s ability to engage effectively with customers, shareholders, and policymakers,” CEO Robert Feurle said. “Brad and Sonja bring deep expertise and proven results that will support our strategy and help amplify Wolfspeed’s influence globally.” More on Wolfspeed, Inc. Wolfspeed: Still Not Convinced After The Bankruptcy (Earnings Preview) Wolfspeed: Persistent Operational Challenges Offset By Massive Tax Refund - Hold Wolfspeed, Inc. 2026 Q2 - Results - Earnings Call Presentation Wolfspeed closes on refinancing strategy; reduces senior note balance by $475M Wolfspeed falls after weak outlook as analysts mull 'lackluster" demand in EV market