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Matveev_Aleksandr/iStock via Getty Images Investor sentiment towards Velo3D, Inc.'s ( VELO ) business has surged in recent months, driven by expectations of a growth acceleration and a transition to profitability. Much of this optimism stems from Velo3D's high-profile customers, like SpaceX. Velo3D's shift towards a service model (Rapid Production Solutions) is also expected to create stronger growth and margins. I tend to think that this is the better way of monetizing additive manufacturing technology, particularly when targeting high-value use cases, as Velo3D will be able to capture more of the value that it creates. The service model should also appeal to customers who are reluctant to make a significant investment in hardware. Guidance is dependent on this transition working, though, and Velo3D will need to make substantial capital investments in the coming years. I previously suggested that Velo3D had no room for error due to its weak balance sheet and ongoing losses. Aside from this, I have always felt that the company has had interesting technology that could form the basis of a solid business. Somewhat surprisingly, this hasn't translated into meaningful commercial success so far, though. While macro conditions have been challenging in recent years, Velo3D's focus on aerospace and defense should have limited the impact of this, suggesting company-specific issues. Bankruptcy risk and reliability concerns appear to have prevented some customers from scaling in the past, although this should now be less of a concern. As a result, it is reasonable to expect stronger growth going forward. Despite this, I am not convinced that Velo3D has enough differentiation to create a strong business or that its niche solution provides a large enough end market to create strong returns for investors. Market Conditions Velo3D has always had a focus on space, defense, and aerospace due largely to the ability of its technology to produce metal parts with complex internal geomet...

(RTTNews) - Asian stocks ended mostly lower on Tuesday as U.S.-Iran talks remained at a standstill and investors braced for the earnings releases of the Magnificent Seven companies this week.

格隆汇4月28日｜巴克莱银行(BCS.US)美股盘前跌3%报22.39美元。消息上，巴克莱银行周二公布了第一季度财报，其利润表现符合市场预期。虽然整体业绩达标，但这两笔“坏账”让投资者感到不安。财报显示，巴克莱因对单一客户的风险敞口计提了2.28亿英镑的减值准备。市场普遍猜测这与2月份倒闭的过桥贷款专家MFS有关。这笔意外的损失直接掩盖了其投行和交易业务的光环。另外，为了应对英国监管机构（FCA）对汽车金融的持续调查，巴克莱又额外计提了1.05亿英镑的准备金，使相关总拨备达到了4.3亿英镑。

美国人对经济现状依旧感受低迷，同时担忧美以与伊朗之间的冲突会持续推高物价。 密歇根大学 4 月消费者信心指数终值录得 49.8，较本月初的初值小幅回升，但仍处于 1952 年有记录以来的历史最低水平。 该校消费者调查负责人乔安妮・许在声明中表示：“随着为期两周的停火协议落地、汽油价格小幅回落，消费者信心收复了本月前期的部分跌幅，但修复幅度有限。” 中东冲突持续扰动全球经济，令美国民众不得不面对汽油价格飙升、通胀再度抬头，以及个人财务不确定性加剧的多重困境。 责任编辑：江学思

财联社4月28日讯（记者 封其娟） 市场波动起伏，投资者该如何做好资产配置？产品层出不穷，怎样才能将产品创新转化为投资者的获得感？单一资产难以抵御周期风浪，多元配置又该如何破局前行？ 4月28日，在兴证全球基金、财联社、腾讯新闻共同主办的2026兴全投资人大会上，腾讯新闻财经负责人刘鹏作为主持人，与睿远基金总经理饶刚，景林资产合伙人、基金经理蒋彤，蒙玺投资创始人、总经理李骧，兴证全球基金多元资产配置部副总监宋华，兴业证券研究院金融工程首席分析师郑兆磊，就《多资产多策略的繁荣，投资者的“获得”》这一主题展开了圆桌讨论。 如刘鹏所言，市场不缺机会，缺的是能拿得住的机会，产品不缺创新，缺的是投资者真正有获得感的产品。在“黑天鹅”频出的宏观背景下，单一资产、单一风格在不少时候都像坐过山车，上去的时候很激动，下来很清醒。多资产、多策略之所以这两年越来越受重视，背后反映的是整个财富管理行业的转变，大家不再只追求冲得更高，而是更关注能不能走得更稳更久。 此次圆桌论坛上，5位嘉宾分别来自公募、私募、券商研究院，投资策略覆盖主动、量化。结合前沿洞察与实践经验，各自为投资者如何穿越市场波动、实现可持续的财富增长，提供了多元思路。 宏观变局之下，多资产多策略为何成为必然选择？ 刘鹏：低利率下的环境会给固收+产品带来很大的发展机遇，但 A 股高波动仍是不小挑战，您怎么看？ 饶刚：从全球资本市场百年历史来看，股票长期收益普遍高于债券，即便经历战争与金融危机，这一规律依然成立。因此，通过适度权益或多资产策略增强债券收益，是长期有效的配置思路。 刘鹏：景林资产作为深耕中美股市的长期投资者，进行全球配置本身就是景林的核心能力。当前A股及港股与美股市场核心的差异点和各自的吸引力分别是什么？ 蒋彤：我们始终强调“本土经验、全球视野”。 我国拥有完整的经济体系与制造业产业链，如今不少公司已实现了过去难以想象的发展目标。A股和港股市场根基扎实、基本面坚实，具备显著的投资价值。而美股等海外市场汇聚了全球范围内的领军企业，借助全球视野来梳理产业链，能更清晰地把握产业全貌，也更有利于捕捉市场发展的节奏。 刘鹏：量化投资近年来发展迅速，但市场也在关注：量化的超额收益是阶段性的，还是可持续的？此外，如何应对“策略拥挤”和“趋势反转”这两大挑战？ 李骧：整体而言，量化策略获取超额收益的能力比较确定。这种能力是否具有阶...

Alphabet's (GOOG, GOOGL) Google and the US Department of Defense signed a deal allowing the Pentagon

(RTTNews) - Smithfield Foods (SFD) revealed earnings for its first quarter that Increases, from last year

格隆汇4月28日丨中国海洋石油第一季度产量205.1百万桶油当量，第一季度IFRS净利润391.4亿元人民币，同比增长7.1%；基本每股收益0.82元。

Nasdaq, S&P 500 Futures Edge Lower Before Fed Call, Earnings Rush: Why POET, MRVL, NVDA, ORCL, SLS Are In Focus Stocktwits

格隆汇4月28日丨泰格医药(300347.SZ)公告称，2026年第一季度实现营业收入18.01亿元，同比增长15.17%；归属于上市公司股东的净利润为4904.31万元，同比下降70.36%。公司Q1净利润0.49亿，2025年Q4净利润-1.33亿，据此计算，Q1净利润环比扭亏为盈。

Exencial Wealth Advisors LLC Sells 21,518 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM MarketBeat

财联社4月28日讯（编辑 胡家荣） 今日港股市场整体承压，三大指数集体走低。截至收盘，恒生指数跌0.95%，报25679.78点；恒生科技指数跌2.28%，报4827.19点；国企指数跌1.27%，报8644.81点。 科技指数跌幅居前，该指数从早盘高点4913点回落至4830点附近。同期成份股也出现调整，截至收盘，舜宇光学科技(02382.HK)、比亚迪电子(00285.HK)、小鹏集团-W(09868.HK)均跌超4%。 今日市场 从盘面来看，医药、煤炭股走强，而锂电池、光通信、黄金等个股走低。 医药股强势领涨 药明康德受业绩利好刺激大涨超13% 截至收盘，药明康德(02359.HK)涨13.57%，昭衍新药(06127.HK)涨9.26%，凯莱英(06821.HK)涨7.05%。 药明康德涨幅居前，其业绩表现提供有力支撑。公司第一季度实现营业收入人民币124.4亿元，同比增长28.8%；归属于上市公司股东的净利润达46.5亿元，同比增长26.7%。 煤炭股逆势上扬 中煤能源涨超7% 截至收盘，力量发展(01277.HK)涨7.24%，中煤能源(1898.HK)涨7.13%，兖煤澳大利亚(03668.HK)涨4.19%。 煤炭股的走强主要受多重因素驱动：地缘冲突推升海外煤价，叠加印尼减产及出口配额调整影响，今年3月我国进口动力煤2663.5万吨，同比下滑11.5%。进口减量背景下，煤化工需求回暖、沿海电厂日耗维持高位，行业淡季库存整体处于低位，为煤炭价格提供支撑。 锂电池股集体回调 宁德时代跌近7% 截至收盘，宁德时代(03750.HK)跌6.88%，理士国际(00842.HK)跌5.83%，比亚迪电子(00285.HK)跌5.20%。 消息方面，宁德时代在早盘发布公告称，公司拟配售6238.5万股新H股，相当于扩大后已发行H股数目的约28.58%及已发行股份数目的约1.36%；每股配售价628.2港元，较4月27日收盘价675.5港元折让约7%，配售事项所得款项总额约为391.9亿港元。这一大规模融资计划对板块情绪形成压力。 光通信股承压下行 剑桥科技跌超16% 截至收盘，剑桥科技(06166.HK)跌16.45%，京信通信(02342.HK)跌6.10%，汇聚科技(01729.HK)跌5.56%。 剑桥科技跌幅居前，该公司市场表现与基本面出现短期背离。根据周...

港股收盤 | 三大指數全線走低 寧德時代單日跌超7% 富途牛牛

Audias Flores, known as ‘El Jardinero’, of the Jalisco New Generation Cartel, captured in western state of Nayarit Mexican special forces have arrested one of the top commanders of the powerful Jalisco New Generation Cartel in the western state of Nayarit. Audias Flores, known as “El Jardinero”, is a regional commander in control of swathes of CJNG territory along Mexico’s Pacific coast. He was considered a potential successor to Nemesio Oseguera, alias “El Mencho”, who ran the cartel and was killed in a security operation in February . Continue reading...

维持中国主权信用评级为A1评级；穆迪认为出口和投资将支持中国经济韧性增长，或减少对更大规模财政刺激的需求，虽然政府债务负担将持续增加，但仍处于可控状态 【财新网】 考虑到持续经济增长和有效债务管理，国际评级公司穆迪将中国主权信用评级展望从负面上调至稳定，这是2023年底作出负面评级展望之后的首次调整。 2026年4月27日，穆迪表示，中国主权信用评级稳定展望，反映其认为中国的经济和财政实力将能够应对持续的国内、贸易和地缘政治挑战。投资于高生产率行业、缓解供需失衡和逐步提振消费的政策举措已取得一定成效，不过鉴于房地产市场低迷的持续拖累，消费全面改善仍有难度，经济增长仍将在很大程度上依赖投资和出口。预计中国出口将继续支持相对强劲的GDP（国内生产总值）增长，2026年和2027年GDP增速或达到4.5%和4.2%。这为应对结构性挑战的政策连续性提供空间，无需大幅加大政策支持力度。

格隆汇4月28日｜在岸人民币兑美元4月28日16:30收盘报6.8360，较上一交易日下跌121点。

The Board of Director of Tivoli A/S has adopted the Interim Report for the period 1 January – 31 March 2026 on 28 April 2026. Tivoli opened the summer season on 27 March, slightly earlier than last year, where the season opened on 4 April. This impacts, as expected, the result for the period, as outlined:

Bestyrelsen for Tivoli A/S har den 28. april 2026 behandlet og godkendt delårsrapporten for perioden 1. januar - 31. marts 2026. Tivoli åbnede sommersæsonen 27. marts, hvilket er lidt tidligere end sidste år hvor sæsonen åbnede 4. april. Dette påvirker, som forventet, resultatet for perioden som i hovedtræk er:

Cnooc Ltd. reported stronger profit in the first quarter, as China’s top offshore driller benefited from rising global crude prices from the war in the Middle East. Net income rose to 39.14 billion yuan ($5.7 billion) in the first three months through March from 36.6 billion yuan in the same period a year earlier, the company said in an exchange filing on Tuesday. Global benchmark Brent oil jumped to as high as almost $120 a barrel in March, and averaged around $78 over the quarter, higher than the same period last year. The conflict has flipped market expectations from oversupply to a tighter oil balance for 2026, offering strong support to upstream producers. The offshore giant, the main contributor to growth in China’s domestic oil supply, has been ramping up upstream development over the past decade. Cnooc’s output rose by 8.6% to 205.1 million barrels of oil equivalent during the quarter, broadly in line with the company’s goal to maintain elevated production through 2030, part of Beijing’s efforts to improve energy security. Cnooc said its capital expenditures were 33 billion yuan for the quarter, up 19% from the same period last year, as it accelerated its capacity construction. The company said earlier it planned to keep capital spending broadly stable at levels similar to last year, prioritizing investment to sustain production growth. The firm is more sensitive to oil price swings than its state-owned peers, given its limited downstream refining and marketing operations. “Geopolitical tensions in the Middle East exacerbated inflation risks, but China’s economy got off to a strong and good start,” the company said in an exchange filing.

盘江股份公告，2026年第一季度营收为25亿元，同比增长0.74%；净利润为4532.46万元，同比增长143.34%。

伦敦市场油价上涨至三周高点，突破每桶110美元，交易员等待美国对德黑兰提出的结束战争并重新开放关键航道霍尔木兹海峡的提议作出回应。 布伦特原油价格升至111美元以上，使本周累计涨幅接近6%；与此同时，WTI原油价格也在98美元以上。 美国总统特朗普召开会议讨论伊朗的提议，但在结束战争的任何协议上仍坚持“红线”，包括防止伊朗获得核武器。 自4月初以来，停火总体上得以维持，但伊朗和美国的封锁已使霍尔木兹海峡的每日通行量几乎降至零。该海峡的关闭阻断了原油、天然气和成品油的运输，推高了能源价格，并加剧了人们对通胀的担忧。 白宫表示，美国官员正在讨论伊朗的最新提议，但坚持在任何旨在结束这场持续八周的战争的协议中划定“红线”。 “最新的伊朗提议似乎难以取得进展，因为美国不太可能接受，石油市场如今正不得不面对这样一个现实：对封锁不会有迅速的解决办法，”荷兰合作银行能源策略师Florence Schmit表示。“过去几周推动市场的那种避险情绪，正在让位于一种更为黯淡的‘风险偏好’前景。” 伊朗媒体周日称，伊朗外长将向作为和谈调解方的巴基斯坦传达：如果美国解除其海上封锁、同意为通过海峡的航运建立新的法律框架，并保证未来不会对伊朗采取军事行动，这场冲突就有可能结束。 未具名美国官员称，特朗普及其国家安全团队对伊朗的提议持怀疑态度，但将继续进行磋商，白宫可能会在未来几天提出回应和反建议。 报道称，美国总统表示，德黑兰不愿满足他的关键要求，包括停止铀浓缩并承诺永不制造核武器。 美国国务卿表示，伊朗似乎仍希望保留对霍尔木兹海峡的控制权，其指出这对美国来说不可接受。他在周一播出的福克斯新闻采访中表达了这一观点。在战争爆发之前，大约五分之一的全球石油和液化天然气都要通过这条狭窄的水道运输。 价格： 伦敦时间8：53，6月交割的布伦特原油期货上涨2.7%，至每桶111.10美元； 交易更为活跃的7月合约上涨2.7%，至每桶104.40美元； 6月交割的WTI期货上涨2.5%，至每桶98.75美元。 责任编辑：何云

据多家美国媒体报道，当地时间27日，马斯克诉OpenAI案开庭陈述即将展开。据知情人士透露，马斯克向OpenAI及其最大投资方微软公司索赔1500亿美元、约合1.02万亿元人民币，索赔所得将归入OpenAI的慈善分支机构。据了解，在诉讼中，马斯克指控OpenAI首席执行官阿尔特曼和微软公司背弃了OpenAI成立之初宣布的造福人类的非营利使命，还要求OpenAI恢复非营利性质、罢免阿尔特曼等高管的职务。OpenAI的律师反驳称，马斯克发起诉讼，本质上是想要掌控OpenAI，同时为自己旗下人工智能企业xAI造势。OpenAI方面表示，马斯克当初全程参与了公司新架构的讨论，还执意要求出任首席执行官。 有分析人士指出，这场诉讼正值OpenAI冲刺IPO、也就是首次公开募股的关键节点。OpenAI目前估值已达8520亿美元、此前计划最早于今年第四季度首次公开募股。一旦马斯克胜诉，不仅OpenAI的公司架构、融资路径乃至上市计划都可能被迫调整。微软、甲骨文、英伟达、亚马逊等与OpenAI有深度合作的科技巨头，以及总规模超过8400亿美元的AI产业链，也可能面临连锁冲击。 (央视财经)

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总台记者当地时间4月28日获悉，伊朗德黑兰警察情报指挥部发现一处配备了“星链”设备的住宅单元，该地被用作间谍活动基地，嫌疑人向国外的间谍机构和反对派网络发送信息和情报。（央视新闻）

格隆汇4月28日丨永太科技今日跌停，成交额21.95亿元，换手率10.93%，盘后龙虎榜数据显示，深股通专用席位买入5106.77万元并卖出1.05亿元，有3家机构专用席位净卖出1.14亿元。

美股盤前 | 半導體板塊走弱！3倍做多半導體指數ETF跌逾5%；理想汽車、小鵬汽車跌逾4% hstong.com

hapabapa AstraZeneca’s ( AZN ) fixed-dose triple-combination therapy Breztri Aerosphere has been approved in the U.S. for the maintenance treatment of asthma in adult and pediatric patients 12 years of age and older, the company said on Tuesday. Breztri is a single-inhaler that combines the efficacy of corticosteroid/long-acting beta2-agonist (ICS/LABA) medicines with a long-acting muscarinic antagonist. Breztri (320/18/9.6μg) was approved in the U.S. in 2020 to treat adults with chronic obstructive pulmonary disease and was prescribed to more than 6.8 million patients globally in 2025. “Despite the availability of dual maintenance therapy, many patients are still at risk for exacerbations and experience daily breathing difficulties, reduced lung function and the ongoing fear of worsening symptoms," Njira Lugogo from the Department of Internal Medicine, University of Michigan, said. "The FDA approval of Breztri as the only maintenance triple therapy for people with asthma 12 years of age and older marks a pivotal moment in helping those living with this debilitating disease breathe better, sooner.” More on AstraZeneca PLC AstraZeneca: The Bigger Picture Remains Solid Growth Amidst Improving Margins And Returns AstraZeneca: The Big China Bet AstraZeneca: Q4 Earnings Analysis - Ticks The Boxes, Upgrading To Buy Astra to seek accelerated nod for Ultomiris in IgA nephropathy after positive late-stage data Astra posts another late-stage trial win for COPD therapy

中化国际公告，2026年第一季度营业收入96.97亿元，同比下降10.23%。净亏损2.16亿元，上年同期净亏损3.96亿元。