格隆汇4月29日｜瀚川智能(688022.SH)公告称，因容诚会计师事务所对公司2025年度内部控制出具否定意见审计报告，触及相关规定，公司股票自2026年4月30日开市起停牌1天，将于2026年5月6日复牌并实施其他风险警示，股票简称变更为“ST瀚川”。实施风险警示期间，公司股票不进入上海证券交易所风险警示板交易，公司股票的涨跌幅不变，仍为20%。投资者当日累计买入公司股票数量不得超过50万股。

英特尔股价上涨7.03%，报90.465美元/股，总市值报4547亿美元，股价再创历史新高。英特尔股价本月累计大涨105%。

面对每天上千份上市公司公告该看哪些？重大事项公告动辄几十页几百页重点是啥？公告里一堆专业术语不知道算利好还是利空？请看财联社公司新闻部 《速读公告》 栏目，我们派驻全国的记者们将于公告当晚为您带来准确、快速、专业的解读。 财联社4月29日讯（记者 王碧微） 又一消费电子大厂今年一季度“增收不增利”。 领益智造 （002600.SZ）今日晚间发布公告，今年一季度，公司实现营业收入126.43亿元，同比增长9.99%；归属于上市公司股东的净利润3.92亿元，同比下滑30.70%；扣非净利润2.39亿元，同比下降33.15%；毛利率16.54%，同比提高1.39个百分点。 对于上述业绩表现，领益制造解释称，公司持续加大AI硬件新产品的研发投入力度，依托技术创新优势提升市场份额，推动整体营业收入及毛利额同比稳步增长；受汇率波动及铜、铝等大宗原材料价格上涨等多重外部因素影响，公司净利润同比有所下降。 财联社记者注意到，今年一季度，公司的研发费用同比增加33.09%至6.89亿元；财务费用暴涨532.45%，达到3.65亿元，增加超过3亿元，公司表示主要原因系汇兑损失增加。 消费电子产业链上同样遭受汇兑损失的上市公司还有 蓝思科技 （300433.SZ）、 欣旺达 （300207.SZ）等。 蓝思科技日前在电话会上对公司一季度的汇兑情况做出解释，“2025年一季度（美元兑人民币）汇率在7.2元左右，2026年一季度在6.9元左右。虽然公司持续通过外汇衍生品管控风险，但无法完全抵消影响。” 原材料价格方面，年初至今，各类大宗原材料价格持续高涨。其中，电解铜2026年一季度均价突破9.9万元/吨，较2025年底上涨幅超33%。 除领益智造外， 立讯精密 （002475.SZ）、 海尔智家 (600690.SH）等产业链公司一季度业绩均受到了大宗原材料涨价带来的负面影响。 展望未来，市场对领益智造消费电子、机器人、液冷三个方向的业务预期不一。 消费电子业务方面，传统智能手机等产品的产业链公司难免受到存储价格上涨带来的需求下调影响。 根据Counterpoint Research数据，2026年Q1中国智能手机出货量同比下降4%。CinnoResearch首席分析师周华告诉财联社记者，这一下滑趋势年内难以好转。 “除了存储超级周期的负面影响不会在年内得到明显缓解以外，中东局势也将对全球...

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A fully-laden Japan-linked oil tanker completed a rare transit of the Strait of Hormuz, as the effective closure of the waterway to most international traffic enters its third month. The supertanker Idemitsu Maru , loaded with about 2 million barrels of Saudi crude and headed for Japan, exited the Persian Gulf on Tuesday following the Tehran-approved route that runs close to Iran’s Qeshm and Larak Islands. It was the only non-Iranian very large crude carrier to leave the region in 10 days and the first tanker linked to Japan to cross since the strait effectively closed in late-February. Tehran’s blocking of the waterway that previously carried about one-fifth of the world’s oil and important quantities of liquefied natural gas and other commodities is heading into its third month with no sign of easing. A retaliatory blockade of Iranian shipping by the US Navy has brought traffic into and out of the Persian Gulf to an almost complete halt. The ban on Iranian shipping, now effectively confined to the Persian Gulf and the Gulf of Oman by US frigates, has left Tehran relying on a fleet of aging tankers to store the crude that it can’t export. Attention remains focused on diplomatic efforts to ease tensions, even as US President Donald Trump told aides to prepare for an extended blockade , while Tehran insists it won’t resume negotiations or reopen the strait as long as the US naval restrictions stay in place. Ship Movements In addition to the one VLCC, the only other ships to leave the Gulf since Tuesday morning were three bulk carriers, a chemical carrier, and LPG tanker and one container ship, according to vessel-tracking data compiled by Bloomberg. Two bulk carriers also entered the Gulf carrying food supplies to Iran. The few Iran-linked ships that exited the strait in recent days didn’t get beyond the eastern end of the Gulf of Oman. It isn’t yet clear whether those vessels were scheduled for regional stops or have been forced to wait out the blockade . Vessels tr...

Wall Street is rallying behind Starbucks (NASDAQ:SBUX) after a Q2 FY2026 earnings report that the CEO calls the inflection point of the company’s turnaround. Four major firms raised their SBUX stock price targets following the April 28 release, with global comparable store sales rising 6% and North America (NA) comps climbing 7%. The takeaway for ... Wall Street Lifts Starbucks Price Targets as Comps Surge: Is the Turnaround Finally Real?

华电辽能公告，2025年营业收入43.52亿元，同比下降2.30%；净利润2844.46万元，同比下降66.43%。

面对每天上千份上市公司公告该看哪些？重大事项公告动辄几十页几百页重点是啥？公告里一堆专业术语不知道算利好还是利空？请看财联社公司新闻部 《速读公告》 栏目，我们派驻全国的记者们将于公告当晚为您带来准确、快速、专业的解读。 财联社4月29日讯（记者 方彦博） A股年报、一季报披露进入最后阶段，“游戏王” 世纪华通 （002602.SZ）成绩单今晚揭开面纱，公司2025年度创下历史最佳业绩后，在今年一季度延续高增态势，单季度营收及利润再创新高。 财报数据显示，2025年度，世纪华通实现营业总收入378.98亿元，同比增长67.55%；归属于上市公司股东的净利润56.05亿元，同比增长362.02%。公司同时推出分红预案，拟向全体股东每10股派发现金红利0.6元（含税），合计拟派发现金红利约4.41亿元。 值得注意的是，今年一季度，公司高增长势头依旧，单季实现营业收入110.10亿元，同比增长35.19%；归属于上市公司股东的净利润历史首次突破20亿元达20.27亿元，同比增长50.18%，双双创下历史新高。 业务端拆解来看，游戏板块是世纪华通核心增长支柱，公司在年报和一季报中均提及网络游戏板块的收入增加带动公司业绩大幅增长。 特别是在海外市场，公司现象级爆款产品《Whiteout Survival》在上线三年后再创新高，在中国手游出海榜中位居第一；新品《Kingshot》创造了SLG产品快速增长的奇迹，在中国手游出海榜位居第三。凭借以上两款产品，公司成为2025年全球手游排行榜TOP10中唯一有两款游戏上榜的公司。同时《Tasty Travels：Merge Games》进入休闲二合类游戏前5名，中国手游出海榜TOP15。 国内市场方面，公司旗下点点互动核心产品《无尽冬日》长期占据小游戏赛道前列，且稳居iOS游戏畅销榜TOP5，去年8月上市的新品《奔奔王国》也有着不俗的表现。 此外，盛趣游戏聚焦核心IP运营策略“端手并进”取得成效。其中，《传奇新百区-盟重神兵》上线首日即成为iOS免费榜TOP10，并成为目前单日预估收入最高的传奇类新品；另一款IP新作《龙之谷世界》上线首日登顶免费榜并冲入畅销榜第8位，并登顶2月伽马数据新游首月流水测算榜。 对于当下颇受关注的AI技术，世纪华通也在积极布局。公司方面介绍，去年在代码研发、美术创作、智能客服、智能测试等AI相关领域，公司通...

华电辽能公告，2026年第一季度营业收入14.08亿元，同比增长7.62%。净利润1.58亿元，同比增长8.31%。

Vladislav Stepanov/iStock via Getty Images Introduction Celcuity’s ( CELC ) Gedatolisib has shown outstanding data in a phase 3 trial called VIKTORIA-1 in HR-positive HER2 negative advanced breast cancer patients. The market is large and there’s a key unmet need. However, at its current market cap of ~$6B, Celcuity is already being priced to achieve a good portion of this opportunity. As will be shown below, the market is already assuming ~$1–1.5B in peak sales, corresponding to a moderate penetration. Management, on the other hand, has guided to a ~$2.5B peak revenue figure, which implies closer to a ~20% share of the market. As I will show, this figure represents my own bull case scenario. This gap is the entire investment case. The current data in wild type patients supports a potentially best-in-class profile, particularly given the safety profile compared to PI3K-alpha inhibitors. The remaining question is whether this extends to the PIK3CA-mutant population, with data from the cohort planned for release in Q2 2026. This is a major catalyst for CELC stock. Business Overview Celcuity has a single key oncology asset, gedatolisib, a pan-PI3K/mTOR inhibitor targeting the PI3K/AKT pathway. Some of its peers, like alpelisib or inavolisib, target selective isoforms. Gedatolisib is able to inhibit multiple nodes, which may explain its effectiveness in both PIK3CA-mutant and wild-type disease. The company right now has an ongoing phase 3 trial called VIKTORIA-1. This will provide support for the NDA. This is the near term value driver, and I would expect approval in 2027 once they get the mutant cohort data in Q2, hopefully submit an NDA by end-2026. They have another trial called VIKTORIA-2 in 1L setting, and early stage work in prostate cancer. Those are optional, but currently, the entire company is tied to VIKTORIA-1 data. Cash Runway Celcuity is pre-commercial so it doesn’t have revenue. It is burning ~$170–180M annually at the current run rate. The company reporte...

In this article BN BN Follow your favorite stocks CREATE FREE ACCOUNT Bill Ackman, Founder and CEO, Pershing Square Capital Management speaks about higher education and Harvard University during at the 28th annual Milken Institute Global Conference at the Beverly Hilton in Beverly Hills, California on May 6, 2025. Patrick T. Fallon | Afp | Getty Images Bill Ackman's long-awaited push into public markets is set to debut Wednesday, marking a scaled-back but still ambitious step toward building a Berkshire Hathaway-like investment platform. The Pershing Square Capital Management founder's combined initial public offering raised $5 billion, pricing at the low end of expectations after marketing a deal that initially targeted between $5 billion and $10 billion. The haul is a far cry from earlier ambitions floated two years ago to raise as much as $25 billion. The transaction creates two separately traded entities on the New York Stock Exchange: closed-end fund Pershing Square USA Ltd., which will trade under the ticker PSUS, and asset manager Pershing Square Inc., listed as PS. The dual structure allows investors to gain exposure either to the underlying portfolio or to the management business itself. Zoom In Icon Arrows pointing outwards "Hedge funds are sort of known for managing money for rich people. And now we have the opportunity for someone with $50, could be a long term shareholder," Ackman said on CNBC's " Squawk on the Street " Wednesday. "Usually, the retail gets cut massively back, the institutions are favored. We did the opposite." Shares of the closed-end fund were priced at $50 apiece, with the offering structured to appeal to both institutional and retail investors and notably omitting performance fees. Investors in PSUS will also receive bonus shares in Pershing Square Inc., tying the two vehicles together while maintaining separate trading. The listing gives public investors their first direct stake in Ackman's investment platform, which runs a concentr...

OMAH paid out $0.23225 per share yesterday, the latest in a string of monthly distributions designed to hit a 15% annualized yield. With shares at $18, that headline number is roughly four times what an investor can earn on a 4% 10-year Treasury. Yields that wide demand scrutiny. How OMAH Manufactures a 15% Yield The ... OMAH’s 15% yield looks real, but volatility is the hidden timer

面对每天上千份上市公司公告该看哪些？重大事项公告动辄几十页几百页重点是啥？公告里一堆专业术语不知道算利好还是利空？请看财联社公司新闻部 《速读公告》 栏目，我们派驻全国的记者们将于公告当晚为您带来准确、快速、专业的解读。 财联社4月29日讯（记者 付静） 近期受到市场关注的 长飞光纤 （601869.SH）今日晚间发布2026年一季报。得益于营业收入、毛利率同比均实现增长，一季度公司净利润同比增长逾2倍，扣非后净利润同比增长近10倍。 财务数据显示，一季度长飞光纤实现营业收入36.95亿元，同比增长27.70%；归母净利润4.95亿元，同比增长226.40%，环比增长43%；扣非后归母净利润4.61亿元，同比增长966.44%。由于经营业绩较上年同期增加，公司经营现金流6.18亿元，同比增长41.85%。 据长飞光纤3月发布的2025年年报，去年公司营业收入142.52亿元，同比增长16.85%；归母净利润8.14亿元，同比增长20.4%。 长飞光纤为全球光纤光缆行业的头部企业，是国内最早的光纤光缆生产厂商之一，主业包括应用于电信及数通行业的光传输产品、光互联组件，其中光传输产品主要包括光纤预制棒、光纤、光缆及漏泄电缆、射频电缆等，光互联组件主要包括光器件、光模块、有源光缆、无源预端接跳线、数通高速铜缆等。 近几年，光通信行业面临着数通市场需求激增、电信市场却“遇冷”的局面。算力数据中心内部及集群间光网络互连具备增长潜力，高速率光模块商用进程加速。在此背景下，长飞光纤的光互联组件业务值得关注。不过从营收贡献看，去年光传输产品、光互联组件两大主业收入分别为83.5亿元、31.4亿元，分别占公司营收的58.6%、22.0%。换言之，受市场高度关注的光模块等组件为公司贡献了约两成营收。 值得注意的是，光模块前景良好，但市场竞争也颇为激烈。早在2024年上半年举办的一场光博会上，主攻光纤预制棒、光纤、光缆的长飞光纤也展示了其光模块产品，当时其800G产品已商用，并称1.6T正在研发中。长飞光纤展台的工作人员还向财联社记者坦言，“我们2018年开始做光模块，切入时间相对较晚，因此市场份额没有很大。” 长飞光纤年报还显示，去年由于其生产效率及产品结构的持续优化改善了盈利水平，毛利率由2024年的约27.3%提升至2025年的约30.7%。其中在光互联组件方面，公司子公司 长芯博...

Roman Tiraspolsky/iStock Editorial via Getty Images Blackstone ( BX ) is forming a new West Coast-based unit, Blackstone N1, which will focus on the company's artificial intelligence portfolio, Bloomberg News reported on Wednesday. The New York-based alternative asset manager's AI portfolio includes OpenAI ( OPENAI ) and Anthropic ( ANTHRO ), the report noted. The unit is expected to back AI and high-growth tech bets and serve as a centralized resource on AI investing for other units, an internal memo seen by Bloomberg noted. Veteran executive Jas Khaira will reportedly lead Blackstone N1, and relocate to San Francisco from New York for the new role. The move reportedly marks the second by Blackstone since 2023, when the company consolidated its credit and insurance units into a single business. More on Blackstone A Rare Chance To Buy Blackstone's $1.3 Trillion Empire At A Deep Discount Blackstone Inc. (BX) Q1 2026 Earnings Call Transcript Blackstone Inc. 2026 Q1 - Results - Earnings Call Presentation Ares to buy Rover gas pipeline stake from Blackstone - Reuters Earnings scoreboard for financials: 18 of 19 companies see Y/Y growth in earnings

提醒：北京时间22:30，美国能源信息署（EIA）将发布政府版原油库存周报，加拿大央行行长麦克勒姆召开货币政策新闻发布会。

A new European proposal is trying to put an end to doomscrolling. It’s a worthy goal, says Bloomberg Opinion columnist Parmy Olson. But will it happen? (Source: Bloomberg)

Nvidia remains one of the best ways to invest in AI.

Key PointsNvidia is the AI infrastructure king and will continue to benefit from robust data center spending.

Global tech markets rarely run in straight lines, but every so often demand gets so distorted that the rules themselves start bending. That’s what we’re seeing in CPUs today. From cloud providers scaling AI workloads to enterprises refreshing aging server fleets, demand for processing power has outpaced the industry’s ability to supply it in clean, ... CPU Shortage Is So Bad, Even Intel’s ‘Scrap’ Is Turning Into Gold

CPU Shortage Is So Bad, Even Intel’s ‘Scrap’ Is Turning Into Gold Yahoo Finance

瀚川智能公告，2026年第一季度营业收入1.49亿元，同比下降21.97%。净利润亏损134.89万元，上年同期净利润为1079.93万元。主要系报告期汇率波动产生的汇兑损失较多及确认的部分新能源领域留存项目毛利较低所致。

瀚川智能公告，因容诚会计师事务所对公司2025年度出具了否定意见的内部控制审计报告，公司股票自2026年4月30日开市起停牌1天，并将于2026年5月6日开市起复牌。自复牌之日起，公司股票将被实施其他风险警示，A股简称将变更为“ST瀚川”。在风险警示期间，公司股票不进入风险警示板交易，涨跌幅仍为20%，但投资者当日累计买入股票数量不得超过50万股。若公司2026年度财务报告内部控制再次被出具否定意见的审计报告，股票交易将面临被实施退市风险警示的风险。

亚士创能公告，公司收到中国证券监督管理委员会上海监管局出具的《关于对亚士创能科技（上海）股份有限公司采取责令改正措施并对李金钟、蔡永刚、王永军采取出具警示函措施的决定》。经查，亚士创能科技（上海）股份有限公司存在以下事实：1.2年2月、3月，上海骏宏典当有限公司与公司控股股东上海创能明投资有限公司及其一致行动人上海润合同生投资有限公司签订《股票典当借款合同》，约定骏宏典当向创能明、润合同生提供借款共1.14亿元，公司子公司亚士漆（上海）有限公司、亚士节能装饰建材销售（上海）有限公司、亚士生态物流（上海）有限公司等为相关典当借款提供连带担保，相关资金后续由公司实际使用。该担保事项未经董事会和股东大会审议并披露，不符合《上市公司监管指引第8号一一上市公司资金往来、对外担保的监管要求》（证监会公告〔2022〕26号）第七条、第九条第一款第四项、第十五条、《上海证券交易所股票上市规则》（上证发〔2024〕51号）第2.2.10条第一款、第6.1.10条第一款、第二款第六项的相关规定，违反了《上市公司信息披露管理办法》（证监会令第182号）第三条第一款、第二十二条第一款、第二款第一项、《中华人民共和国证券法》第八十条第二款的规定。

US Secretary of Defense Pete Hegseth speaks during a press briefing at the Pentagon in Washington, DC, on April 8, 2026. The United States and Iran agreed to a two-week ceasefire on April 7 barely an hour before President Donald Trump's deadline to obliterate the country, triggering global relief alongside apprehension. Tehran has agreed to temporarily reopen the Strait of Hormuz, through which much of the world's oil, gas and fertiliser passes, easing concerns for the battered global economy. (Photo by Mandel NGAN / AFP via Getty Images) Mandel Ngan | Afp | Getty Images Defense Secretary Pete Hegseth and Chairman of the Joint Chiefs of Staff Dan Caine are set to testify before the House Armed Services Committee on Wednesday, the first time Trump's defense chief will take questions from lawmakers since the war against Iran began two months ago. Lawmakers are grilling Hegseth and Caine about the Pentagon budget, but the war with Iran is expected to loom large over the panel. The war has now dragged into its second month and has caused global economic turmoil as Iran has choked vessel traffic through the Strait of Hormuz since the beginning of the conflict. Read more CNBC politics coverage Trump’s lack of focus on economy is spooking Republicans as 2026 election looms Trump orders Navy to ‘shoot and kill any boat’ laying mines in Hormuz Strait U.S. Navy Secretary John Phelan leaving Trump administration: Pentagon The U.S. military has burned through munitions during the conflict, which Congress will need to provide funding to replenish. The Pentagon is also asking for a massive $1.5 trillion fiscal 2027 budget, which is expected to draw scrutiny from lawmakers. The hearing will also allow Democrats, who have largely opposed the war, to publicly question Hegseth and the administration on their plans going forward and on the cost of the war. The hearing could also lay bare Republican frustrations with the war and the colossal budget request. This story is developing. Pl...

Kevin Warsh, U.S. President Donald Trump's nominee for Chair of the Federal Reserve, arrives for his Senate Committee on Banking, Housing, and Urban Affairs confirmation hearing in the Dirksen Senate Office Building on April 21, 2026 in Washington, DC. Andrew Harnik | Getty Images The Senate Banking Committee on Wednesday voted to advance Kevin Warsh 's nomination to lead the Federal Reserve , teeing up President Donald Trump 's pick for a final confirmation vote in the Republican-controlled Senate. The vote fell along party lines, with all 13 Republican members voting in favor of the nominee and all 11 Democrats voting against him. Warsh cleared the hurdle, as expected, hours before the Fed was set to deliver its latest decision on interest rates – possibly for the last time under the current chair, Jerome Powell . The central bank is likely to maintain its wait-and-see strategy, as sticky inflation, a seemingly stable labor market and Iran-war-related price shocks keep the prospect of further rate cuts at arm's length. The Fed's cautious approach has been a main source of friction between Trump and Powell, who has faced a near-constant barrage of criticism over his refusal to slash rates as much or as quickly as the president wants. Critics, and Powell himself, say the pressure campaign went beyond rhetoric. The Department of Justice launched a criminal investigation into Powell and the Fed, purportedly focused on cost overruns associated with a multibillion-dollar renovation of the central bank's Washington headquarters. Powell, in a statement revealing the investigation in January, accused the administration of targeting him because of the Fed's decisions on interest rates. The probe threatened Warsh's chances: Banking Committee member Sen. Thom Tillis, R-N.C., vowed to block Trump's nominee unless the DOJ abandoned its efforts. Trump had openly supported the investigation being led by U.S. Attorney Jeanine Pirro, even after a federal judge tripped up her effort...

Welltower ( WELL ) declares $0.74/share quarterly dividend , in line with previous. Forward yield 1.38% Payable May 21; for shareholders of record May 13; ex-div May 13. See WELL Dividend Scorecard, Yield Chart, & Dividend Growth. More on Welltower Welltower Could Be Next REIT Victim Of Hero Worship Welltower: A Fantastic REIT - But A Sell Welltower Inc. (WELL) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript Welltower trades higher after Q1 earnings beat estimates, 2026 guidance raised Welltower FFO of $1.47 beats by $0.03, revenue of $3.35B beats by $150M

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Andrew Harnik/Getty Images News The U.S. Senate Committee on Banking, Housing, and Urban Affairs moved the nomination of Kevin Warsh for the role of Federal Reserve chair forward to the full Senate for a vote, where he is expected to be confirmed Thirteen senators voted in favor of advancing Warsh's nomination, with 11 voting against, following party lines. The committee vote puts Warsh on track to be confirmed before current Jerome Powell's term as Fed chair ends on May 15. That means the Federal Open Market Committee meeting that wraps up on Wednesday is likely the last one that Powell leads. His term as a governor, though, has two more years remaining. Sen. Elizabeth Warren (D-MA) opposed advancing Warsh's nomination to the Senate, saying that the Trump administration is seeking to take over the Fed. She cited the “bogus” investigation into Powell and President Donald Trump's attempt to fire Fed Governor Lisa Cook. Furthermore, she said Warsh is an “unfit candidate” and had a “catastrophic tenure” as a Fed governor during the 2008 financial crisis. Sen. Thom Tillis (R-NC) countered that everything Warren said was "wrong." Dear readers: We recognize that politics often intersects with the financial news of the day, so we invite you to click here to join the separate political discussion. More on the US Economy Oil Prices Advance Ahead Of What Will Likely Be Powell's Last FOMC Meeting (As Chair) 3 Dissents In Favor Of A Rate Hike Fail To Support The Yen DXY Outlook: U.S. Dollar Turns The Page On The Petrodollar Trade For FOMC Week Stocks hit record highs on fiscal deficits, not fundamentals, Lyn Alden says—CNBC interview Dollar dips ahead of key central bank decisions, Iran tensions linger: Currency Recap

今日是國際導盲犬日。 位於前流浮山警署的香港導盲犬學苑表示，經篩選的導盲犬由數月大起開始訓練，需要大約18個月至兩年時間，才完成訓練。學苑去年成立後，成功為兩名視障人士配對導盲犬，但目前等候配對時間，要一年至兩年不等。 除了因為訓練導盲犬需時，亦因為本港導盲犬繁殖不足，建議當局研究用奬勵計劃，鼓勵更多人繁殖及訓練導盲犬。