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谷歌盘后大涨超7%、Meta却跌7%,资本支出还得看“回报”

第一财经 📅 04/30 10:05 MSFT.OGOOG.OMETA.O
从高企的资本支出中拿出成果是终极考验。 同样交出超预期的成绩单,同样宣布加码资本支出押注AI,谷歌和Meta在财报后的命运却截然相反,谷歌盘后暴涨超7%,而Meta却跌了7%。能否用实际数据回应高涨的资本支出是关键。 当地时间4月29日美股盘后,谷歌母公司Alphabet发布了截至2026年第一季度财报。财报显示,Alphabet第一季度营收接近1099亿美元,同比增长22%,高于市场预期的107...

寒武纪涨超9% 重夺股王宝座

格隆汇 📅 04/30 10:05
格隆汇4月30日|算力芯片龙头寒武纪盘中扩大涨幅至超9%,一度报1549.99元,股价反超源杰科技,重夺股王宝座。

AVGO stock garners attention amid Google chips deal — retail says Broadcom turning into core enabler of AI hyperscale buildout - MSN

Google 📅 04/30 10:05 AVGO.O
AVGO stock garners attention amid Google chips deal — retail says Broadcom turning into core enabler of AI hyperscale buildout MSN

寒武纪涨超9%,重夺股王宝座

同花顺 📅 04/30 10:04
寒武纪盘中扩大涨幅至9%,股价反超源杰科技,重夺股王宝座。

通用汽车拟向美加四家工厂投资约14亿美元,用于生产汽油发动机等

格隆汇 📅 04/30 10:04
格隆汇4月30日|通用汽车表示,将向三家美国工厂和一家加拿大工厂投资约14亿美元,这些工厂主要生产汽油发动机、变速箱和金属铸件。此次投资正值特朗普政府持续施压,要求企业加大对美国的投资。通用汽车指出,过去一年间,该公司已在美国工厂投资60亿美元。

业绩回暖,医药CXO股价集体暴涨

36kr 📅 04/30 10:04
两天前的4月28日,A股市场见证了一幕罕见场景。 随着2026年一季报的发布,市值超过3000亿元的医药CXO龙头药明康德,开盘仅5分钟,便封死涨停板。随即,整个医药CXO板块的上涨行情被点燃,凯莱英涨停,康龙化成上涨5.42%,板块指数也一度大涨超2%。 不同于以往单纯的概念炒作行情,这波上涨显得颇有来头,随着年报业绩的陆续公布,头部CXO的营收翻倍、毛利率大幅提升、订单爆单。尽管到了第二天,板...

格隆汇4月30日|新加坡3月M2货币供应量同比增长5.554%。

格隆汇 📅 04/30 10:04
格隆汇4月30日|新加坡3月M2货币供应量同比增长5.554%。

格隆汇4月30日|日本30年期国债收益率上升6个基点,至3.700%。

格隆汇 📅 04/30 10:04
格隆汇4月30日|日本30年期国债收益率上升6个基点,至3.700%。

Hall Chadwick Acquisition Corp II Files Form S-1 with the U.S. SEC for Proposed US$265 Million NASDAQ Listing

Global News Wire 📅 04/30 10:04
NEW YORK and SYDNEY, April 29, 2026 (GLOBE NEWSWIRE) -- Hall Chadwick Acquisition Corp II (“HCAC II” or the “Company”), a blank check company incorporated as a Cayman Islands exempted company, filed a Registration Statement on Form S-1 on April 21, 2026, with the U.S. Securities and Exchange Commission (the “SEC”) in connection with its proposed initial public offering (“IPO”) on the Nasdaq Global...

A股成交额超1万亿元

格隆汇 📅 04/30 10:03
格隆汇4月30日|沪深两市成交额超1万亿元,较上日此时放量1721亿元。

Form 13D/A Atlas Lithium Corporation For: 29 April

Investing 📅 04/30 10:03

West Enclave Merger Corp. prices $100 million IPO at $10 per unit

Investing 📅 04/30 10:03

JPMorgan resets Bloom Energy stock price target

Yahoo 📅 04/30 10:03 ORCL.O
Bloom Energy (BE) stock has been on an unbelievable run, up more than 1,400% over the past year, and shares jumped again after the company landed a massive AI data center power deal with Oracle, delivered triple-digit revenue growth, and raised its full-year outlook. That combination is starting to ...

Tesla Stock Investors Need to Know These Details

Nasdaq 📅 04/30 10:02 TSLA.O
Tesla (NASDAQ: TSLA) provided investors critical information they need to make a decision about buying or selling the stock.

沪深京三市成交额超1万亿元,较上日此时放量1745亿元

同花顺 📅 04/30 10:02
据同花顺iFinD数据,沪深京三市成交额超1万亿元,较上日此时放量1745亿元,预计全天成交金额约3.0万亿元。截至目前,沪市成交额4650亿元,深市成交额5283亿元,北证50成交额70亿元。

煤化工概念板块短线走低,金能科技跌停

同花顺 📅 04/30 10:02
煤化工概念板块短线走低,金能科技跌停,金开新能、贝肯能源、泸天化、新奥股份、九丰能源等跟跌。

Meta Platforms Reports Strong Q1 Earnings with Revenue Growth (M - GuruFocus

Google 📅 04/30 10:02 META.O
Meta Platforms Reports Strong Q1 Earnings with Revenue Growth (M GuruFocus

Fantastic News for Intel Stock Investors!

Nasdaq 📅 04/30 10:01 INTC.O
Intel (NASDAQ: INTC) is finally delivering the kind of growth investors were looking for from the former industry leader.

机器人概念股拉升,创世纪20cm涨停

同花顺 📅 04/30 10:01
机器人概念股拉升,创世纪20cm涨停,海昌新材涨超10%,浙江荣泰、埃夫特、瑞可达、模塑科技、绿的谐波跟涨。相关ETF方面,机器人ETF易方达(159530)涨1.64%,成交额1.11亿元,机器人ETF富国(159272)涨1.59%,成交额1409.62万元。

Taiwan activates backup communications for outlying island after undersea cable breaks

Investing 📅 04/30 10:01

Penske Automotive Group Pulls Ahead But Caution Is Warranted

Seeking Alpha 📅 04/30 10:01
MotoEd/E+ via Getty Images Some Green Shoots Support Future Growth But Q1 Was Slow Since I last covered Penske Automotive Group ( PAG ) 6 months ago, the stock has once again regained its leadership position, including intraday gains as much as 11% just on Q1 earnings day. Seeking Alpha Looking back to that article, I noted that Penske's more diversified business model, which includes truck sales ...

S&P 500, Nasdaq futures climb after Mag 7 earnings kickoff: MSFT, META, AMZN, GOOG, INTC stocks in focus - MSN

Google 📅 04/30 10:01 MSFT.O
S&P 500, Nasdaq futures climb after Mag 7 earnings kickoff: MSFT, META, AMZN, GOOG, INTC stocks in focus MSN

再签4艘 恒力重工4月累计签约18艘新造船项目

同花顺 📅 04/30 10:01
4月30日,恒力重工与全球知名航运公司CAPITAL正式签约生效4艘18.1万载重吨好望角型散货船建造合同。这是继双方在VLCC领域深度合作后,CAPITAL再度加码恒力重工,将合作版图从油轮拓展至干散货船领域。进入4月,新造船市场持续火爆,恒力重工4月累计签约新造船项目18艘,涵盖气体船、散货船、油轮等多元高端船型,产品结构持续优化。目前手持订单已排至2030年,生产计划饱满。(人民财讯)

Form 13G inTest Corporation For: 29 April

Investing 📅 04/30 10:01

深交所最大一单IPO过会,红筹回A破冰

财联社 📅 04/30 10:00 981.HK
财联社4月30日讯(记者 赵昕睿) 由中信证券与中金公司联合保荐IPO华润新能源于4月28日晚顺利过会,一举成为深交所当前最大规模IPO,同时也是该所首单过会的红筹企业。 华润新能源原是华润电力全额控股的新能源运营主体,于2023年3月分拆回A,直至2025年3月14日获得深交所受理。历时近三年的上市推进,终于迎来新进展。 此次华润新能源拟募资245亿元,这一规模不仅突破了华电新能2025年上市时...

Can Philippines’ new anti-Pogo playbook rein in fast-moving scam hubs?

SCMP 📅 04/30 10:00
Philippine authorities have introduced a new national playbook for raiding and prosecuting online scam centres, as criminal networks once tied to the country’s offshore gaming industry splinter into smaller and harder-to-detect operations. The rules aim to close gaps exposed during earlier raids, when agencies struggled to coordinate evidence, freeze assets, identify trafficking victims and build ...

Oxford AI star Song Yuhang returns to China, but why did he leave chip start-up?

SCMP 📅 04/30 10:00 NVDA.O
A young scientist who was a leader in Britain’s AI chip field has returned to China, joining Nanjing University earlier this year as an associate professor at its School of Artificial Intelligence. Song Yuhang, whose published papers on artificial intelligence (AI) have been widely cited and reported, obtained his PhD from the University of Oxford in 2022, and is also a recipient of the coveted JP...

开盘半小时 沪深京三市成交额达9735亿元

同花顺 📅 04/30 10:00
据同花顺iFinD数据,开盘半小时,沪深京三市成交额达9735亿元,较上日此时放量1682亿元,预计全天成交金额约3万亿。

Iran’s wartime executions - podcast

The Guardian 📅 04/30 10:00
Over the last six weeks, the Iranian regime has carried out a spate of executions of political prisoners. The Guardian journalist Daniel Boffey reports Iran has hanged 18 political prisoners during the last six weeks. Chief reporter Dan Boffey tells the stories of some of the condemned and their families, describing a system of vague charges, unfair trials, and a whole judicial process rushed thro...

Polen Global Growth Q1 2026 Commentary

Seeking Alpha 📅 04/30 10:00
Getty Images Summary The first quarter of 2026 was a highly volatile one for global equities. Concerns about AI disruption fears reached a fever pitch this quarter and in late February the US and Israel launched Operation Epic Fury in Iran and other nations in the Middle East. These two issues in combination were the primary catalysts for violent moves in stock prices and other asset classes. The ...
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