The Australian government said on Tuesday that Meta, Alphabet's Google and TikTok could face multimillion-dollar ‌charges if they did not negotiate deals to pay local media outlets for ‌news on their platforms. A proposed News Bargaining Incentive would tax the three big tech companies 2.25% on ​their local revenues unless they struck agreements, with the proceeds to be directed to news companies to boost Australian journalism. "People are increasingly getting their news directly from Facebook, from TikTok and from Google, and we believe it's only fair that large digital platforms contribute ‌to the hard work of journalism ⁠that enriches their feeds and that drives their revenue," Communications Minister Anika Wells told a news conference.

Australia to charge Big Tech companies 2% levy unless they strike local news deals Reuters

一、【早盘盘面回顾】 财联社4月28日讯，市场早盘震荡调整，创业板指、深成指盘中跌超1%。沪深两市半日成交额1.66万亿，较上个交易日缩量396亿。盘面上热点较为杂乱，全市场超3700只个股下跌。从板块来看，医药板块逆势活跃，药明康德、润都股份、汉森制药、津药药业涨停。算力租赁概念盘中走强，群兴玩具、三人行、利通电子、宁波建工、盈峰环境涨停。算力芯片概念反复活跃，综艺股份4天3板，仁东控股涨停。下跌方面，旅游酒店概念集体调整，陕西旅游触及跌停，天目湖、丽江股份、金陵饭店跌幅居前。有色金属板块走弱，锡业股份、南山铝业、华锡有色、晓程科技等纷纷下挫。截至收盘，沪指跌0.07%，深成指跌0.41%，创业板指跌0.54%。 个股来看，今日早盘涨停数量为43家（不包括ST及未开板新股），封板率77%，连板股数量为9家，维科技术3连板，德龙汇能、东方智造、飞马国际、铭普光磁、越剑智能、格林达、德才股份、罗曼股份2连板。 煤炭板块涨幅居前，潞安环能、中煤能源、晋控煤业、昊华能源等涨超5%，淮北矿业、山煤国际、华阳股份等个股涨幅居前。 市场炒作核心在于多重利好共振下的煤价上涨预期，包括进口煤价格倒挂支撑国内煤价、夏季用电高峰临近带动电厂补库需求，同时地缘冲突引发的能源安全诉求提升。国海证券近日发布研报指出，进口倒挂、旺季电厂补库需求等待释放，看涨5月煤价、重视板块配置价值 医药板块震荡走强，CRO方向表现亮眼，凯莱英、药明康德涨停，美诺华、药康生物、康龙化成、昭衍新药等涨幅居前。 消息面上，4月27日晚，药明康德披露2026年一季报，公司实现营业收入124.36亿元，同比增长28.81%，一季度营收首次超越百亿元；实现归母净利润46.52亿元，同比增长26.68%。营业收入、归母净利润均创下历史同期新高。 机构研报认为，药明康德一季报超预期，为创新药板块注入了强心剂。此前市场对创新药行业存在融资环境收紧、研发投入放缓等担忧，但CXO订单的高增长表明，全球及国内药企的研发支出并未收缩，反而在减肥药、ADC、多肽等热门赛道驱动下持续扩张，创新药板块配置价值凸显。 算力租赁概念局部走强，群兴玩具、三人行、利通电子、宁波建工、盈峰环境涨停。 消息面上，利通电子2026年一季报显示，公司实现归母净利润为2.71亿元，同比较去年同期上涨821.08%。东方证券表示，预计下半年昇腾950批量上市...

The average one-year price target for Aligos Therapeutics (NasdaqCM:ALGS) has been revised to $67.12 / share. This is an increase of 70.91% from the prior estimate of $39.27 dated April 12, 2026. The price target is an average of many targets provided by analy

The upside for each stock is massive.

Key PointsMicrosoft has rarely traded at this valuation over the past decade.

Chinese refiner Hengli, sanctioned by US, restructures Singapore unit, sources say Reuters

騰訊控股(00700)出現大手買入1.61萬股，成交價$476.2，涉資766.682萬 AASTOCKS.com

Polaris press release ( PII ): Q1 Non-GAAP EPS of $0.13 beats by $0.53 . Revenue of $1.66B (+7.8% Y/Y) beats by $20M . First quarter reported diluted loss per share was $0.83• Primary factors affecting first quarter sales were higher shipments coupled with positive price and lowerpromotions.• First quarter market share gains in off-road vehicles (ORV) and snowmobiles.• Total Polaris retail sales for the quarter, excluding Youth, were up one percent versus last year. ORV retail saleswere up three percent, excluding Youth.• Polaris reaffirmed full year 2026 guidance provided on March 3, 2026. The Company is reaffirming 2026 full year adjusted sales and adjusted EPS guidance. The Company expects 2026adjusted sales to be between $7.15 billion to $7.30 billion (vs. consensus of $7.29B) and adjusted EPS of $1.60 to $1.70 (vs. consensus of $1.67) More on Polaris Polaris: A Mistake Long Past Due Correcting (Downgrade) Polaris: Now Advantaged By Domestic Manufacturing Capacity Polaris: Not Attractive Enough Yet Polaris shares rally as tariff changes won't dent outlook BRP tariff warning weighs on recreational vehicle space

【有線新聞】宏昌閣及宏道閣繼續開放，有居民發現單位堆滿大量雜物，懷疑屬於鄰居及工人遺下，影響他執拾自己的物品，亦有人找不到去世太太的龍鳳手鐲，希望可以再次上樓。 損毀較嚴重的宏昌閣有居民進入單位後，發現客廳、睡房都堆滿雜物，包括口罩、香煙包裝、食物、水樽等，估計是有人遺下。宏昌閣住戶崔先生：「這些都不是屬於我的物品，有些寫著其他人的名字，相信是來自隔壁單位，隔壁單位要尋找自己物品時，究竟知不知道自己的物品在我的單位。」 曾在聽證會作供的蘇曉峯父母在宏昌閣罹難，殉職消防員何偉豪當日接獲通知救援父母，這日帶同鮮花回到父母單位，放上心意卡悼念，感謝這個家為他們遮風擋雨幾十年，亦答謝父母養育之恩。 有宏道閣住戶的太太在單位因吸入濃煙死亡，重返單位希望取回太太生前的物品，但找不到與太太的龍鳳手鐲，希望可以再次上樓。宏道閣住戶朱先生：「收拾都需要時間，隨時都懷念，這輩子都不會忘記。」

The average one-year price target for Agenus (NasdaqCM:AGEN) has been revised to $23.46 / share. This is an increase of 48.39% from the prior estimate of $15.81 dated April 12, 2026. The price target is an average of many targets provided by analysts. The late

半日收市︱抽水顧慮 恒指跌173點報25752點 寧德時代藍籌包尾 藥明康德績後強勢 bastillepost.com

美國白宮記者協會晚宴槍擊案，疑犯艾倫首次提堂，他被加控企圖刺殺總統，可能面臨判終身監禁。涉案酒店表示，晚宴保安工作由特勤局負責。白宮將檢討特朗普的保安工作。 美國總統特朗普、夫人梅拉尼亞、政府高官及記者，上周六在華盛頓希爾頓酒店，出席白宮記者協會晚宴期間，現場傳出槍聲，特朗普夫婦在特工掩護下離開現場，沒有受傷。 警方拘捕據稱任職教師的31歲疑犯艾倫，他被控至少三項罪名，包括企圖行刺總統，跨州運輸武器，以及在暴力犯罪中使用槍械。 他身穿藍色囚衣，周一在華盛頓聯邦法院首次出庭，辯方律師指他沒有犯罪紀錄。法官應控方要求將被告還柙，預計周四再提堂，艾倫一旦罪成，可能被判終身監禁。 特朗普過去周日，接受美國哥倫比亞廣播公司CBS《60分鐘時事雜誌》訪問，主持人提到，疑犯艾倫在案發前曾向家人發出宣言，除了批評政府施政，亦不點名提到孌童癖，強姦犯及叛國賊等字眼。特朗普突然發怒，指責主持人應該感到羞恥。 記者說：「那份所謂宣言讀起來令人震驚，『我不願讓一個戀童癖、強姦犯和叛國賊的罪行沾污我雙手』，你有何回應？」 美國總統特朗普回答：「我一直等待你照讀(疑犯宣言)，我早知道你會照讀，因為你是可怕的人。他這樣寫，我不是強姦犯，沒有強姦任何人。」 今次槍擊案轟動美國，各界關注當局保安有否漏洞，有晚宴參加者稱，毋須通過安檢便可進入酒店，只有進入宴會廳，才要通過金屬探測器。希爾頓酒店就稱，這次晚宴的保安工作，是由特勤局負責，酒店一直嚴格執行特勤局的保安指引。 白宮將矛頭指向民主黨，批評相關議員阻撓國土安全部獲得撥款，導致聯邦政府的保安受影響。又稱白宮幕僚長懷爾斯，本周將與特勤局和國土安全部高層開會，檢討特朗普出席大型活動期間的保安工作，包括是否讓正副總統同時出席。 美國今年夏天將有一系列大型活動，包括世界盃、美國國慶250周年慶典。霍士新聞報道，白宮正考慮是否安排特朗普，未來出席公開活動時穿防彈背心。

中信里昂：寧德時代(03750)配股消除不利因素 重申“高度確信跑贏大市”評級 作者 智通財經 Investing.com 香港 - 股市報價& 財經新聞

恒指半日跌173點 寧德時代配股跌近7% 香港電台新聞網

恒指半日跌173點 寧德時代配股跌近7% 香港電台

【3750】寧德時代配股曾跌9%失守配股價分析： 後市睇定啲、好消息暫時出盡跌至哪一水平才再考慮？ 香港經濟日報HKET

umesh negi/iStock via Getty Images The following segment was excerpted from the GreensKeeper Value Fund Q1 2026 Letter. Our top performer in the first quarter was TVA Group ( TVA.B:CA ) +103.8%. The stock benefited from a significant one-time retroactive revenue adjustment related to its specialty channels, stemming from the resolution of a longstanding carriage dispute. This allowed the company to eliminate all its outstanding debt. Management continues to execute on its restructuring plan, exiting unprofitable channels and rightsizing the cost structure. Despite the stock's appreciation this quarter, we believe TVA remains materially underpriced; its audience share in Quebec remains dominant (above 40%), and several assets—including excess property—remain undervalued on the balance sheet. We continue to believe in the merits of the controlling shareholder, Quebecor Inc. ( QBR.B:CA ) , taking the company private. Our second-best performer in the quarter was Automatic Bank Services Ltd. ( ABANF ) +22.5%. SHVA delivered strong Q4 transaction growth (+11%) despite regional geopolitical tensions. After several years of margin-compressing investments in core computing and cybersecurity, the company recently announced its intention to implement price increases this year. This highlights the inherent value of businesses with durable network effects: they possess pricing power that can be tapped. While the exact magnitude of these increases has yet to be disclosed, SHVA's current pricing remains well below international card network rates, providing significant headroom for future price increases and margin expansion. The Hershey Company ( HSY ) performed well during the quarter, gaining +14.2% as cocoa costs finally retreated, reversing the extreme inflationary pressures of the past two years. As this lower-cost inventory works its way through the balance sheet, we expect input-cost pressures to ease significantly. Crucially, consumer demand has proven resilient; volumes ...

格隆汇4月28日｜泰国财政部预计中东冲突将在年中有所缓和。

在伊朗战争的不确定性以及由此导致的能源价格飙升使经济前景蒙上阴影之际，日本央行维持基准利率不变 日本东京，日本央行大楼。图：视觉中国

A number of stocks fell in the afternoon session after semiconductor stocks pulled back following a rally the previous week as geopolitical tensions between the US and China increased over artificial intelligence technology.

The average one-year price target for BE Semiconductor Industries N.V. (ENXTAM:BESI) has been revised to € 235,81 / share. This is an increase of 25.36% from the prior estimate of € 188,12 dated April 12, 2026. The price target is an average of many targets pr

The average one-year price target for Lithium Argentina (NYSE:LAR) has been revised to $10.19 / share. This is an increase of 14.61% from the prior estimate of $8.89 dated April 12, 2026. The price target is an average of many targets provided by analysts. The

陳炳強：港股現水平宜避險 寧德時代睇實呢個位... on.cc東網

Kansas City Life Insurance ( KCLI ) declares $0.18/share quarterly dividend , in line with previous. Forward yield 2.3% Payable May 13; for shareholders of record May 7; ex-div May 7. See KCLI Dividend Scorecard, Yield Chart, & Dividend Growth. More on Kansas City Life Insurance Dividend scorecard for Kansas City Life Insurance Financial information for Kansas City Life Insurance

Banco Latinoamericano ( BLX ) declares $0.6875/share quarterly dividend , in line with previous. Forward yield 4.86% Payable May 27; for shareholders of record May 8; ex-div May 8. See BLX Dividend Scorecard, Yield Chart, & Dividend Growth. More on Banco Latinoamericano Banco Latinoamericano de Comercio Exterior, S. A. (BLX) Analyst/Investor Day Transcript Banco Latinoamericano de Comercio Exterior, S. A. (BLX) Analyst/Investor Day - Slideshow Banco Latinoamericano de Comercio Exterior, S. A. 2025 Q4 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Banco Latinoamericano Historical earnings data for Banco Latinoamericano

Valmont ( VMI ) declares $0.77/share quarterly dividend , in line with previous. Forward yield 0.62% Payable July 15; for shareholders of record June 26; ex-div June 26. See VMI Dividend Scorecard, Yield Chart, & Dividend Growth. More on Valmont Valmont Industries, Inc. (VMI) Shareholder/Analyst Call Prepared Remarks Transcript Valmont Industries, Inc. (VMI) Q1 2026 Earnings Call Transcript Valmont Industries, Inc. 2026 Q1 - Results - Earnings Call Presentation Valmont projects 2026 EPS of $21.50 to $23.50 as North America Utility demand stays elevated Valmont beats top-line and bottom-line estimates; raises FY26 outlook

Regal Rexnord ( RRX ) declares $0.35/share quarterly dividend , in line with previous. Forward yield 0.66% Payable July 14; for shareholders of record June 30; ex-div June 30. See RRX Dividend Scorecard, Yield Chart, & Dividend Growth. More on Regal Rexnord Regal Rexnord: Not An Ideal Prospect, Good Enough To Remain Bullish Regal Rexnord Corporation (RRX) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript Regal Rexnord Corporation (RRX) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript Regal Rexnord taps Schneider Electric’s Aamir Paul as CEO Tariff shock ripples through industrials as BRP pulls outlook

Kingstone ( KINS ) declares $0.05/share quarterly dividend , in line with previous. Forward yield 1.14% Payable May 26; for shareholders of record May 11; ex-div May 11. See KINS Dividend Scorecard, Yield Chart, & Dividend Growth. More on Kingstone Kingstone Companies, Inc. 2025 Q4 - Results - Earnings Call Presentation Kingstone Companies, Inc. (KINS) Q4 2025 Earnings Call Transcript Kingstone Companies: High-ROE Turnaround With 60%+ Upside Potential Kingstone targets 16%-20% premium growth and California entry in 2026 while projecting $500M direct premiums by 2029 Seeking Alpha’s Quant Rating on Kingstone