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[第一创业]晨会纪要

东方财富 📅 04/28 00:00 AAPL.OQCOM.O
核心观点: 一、宏观经济组 事件: 4月27日(星期一)国家统计局公布1-3月中国工业企业利润数据。 评论: 2026年1-3月份,全国规模以上工业企业实现利润总额16960.4亿元,同比增长15.5%,较1-2月回升0.3个百分点;其中,1-3月制造业同比增长19.1%,较1-2月回升0.2个百分点。3月规模以上工业企业利润同比增长15.8%,其中,制造业为14.3%。 1-3月,全国规模以上工...

[东海证券]晨会纪要

东方财富 📅 04/28 00:00
重点推荐 >1.业绩催化验证,布局复苏主线——食品饮料行业周报(2026/4/20-2026/4/26) >2.低基数有贡献,输入性涨价影响显现——国内观察:2026年3月工业企业利润数据 财经要闻 >1.中国1-3月份规模以上工业企业利润同比增长15.5% >2.美国已收到伊朗谈判新方案 >3.商务部新闻发言人就欧盟《工业加速器法案》相关问题 >4.国家发改委禁止外资收购Manus项目

Fatalism and fear stalk Sevilla with relegation edging closer by the day | Sid Lowe

The Guardian 📅 04/27 23:59
‘A giant of Spain and Europe’, the Seville side haven’t been this low this late since 1999-2000. That year, they went down. It’s very possible again “Sometimes football is a real bastard,” Luis García said. Seven days earlier Sevilla’s coach had warned that every game was going to be “total suffering, a heart attack”, appealing for his players to have personality even as he admitted that he too ha...

Monday Sector Laggards: Semiconductors, Manufacturing Stocks

Nasdaq 📅 04/27 23:59
In trading on Monday, semiconductors shares were relative laggards, down on the day by about 3.5%. Helping drag down the group were shares of POET Technologies, off about 43.8% and shares of Trio-Tech International down about 15.4% on the day. Also lagging the market Monday ar

Monday Sector Leaders: Agriculture & Farm Products, Consumer Services

Nasdaq 📅 04/27 23:59
In trading on Monday, agriculture & farm products shares were relative leaders, up on the day by about 3.3%. Leading the group were shares of Local Bounti, up about 13% and shares of Cresud SA Comercial Industrial Financiera Y Agropecuaria up about 3.3% on the day. Also sh

Chemical Firm Arxada Gets Key Lender Support for Debt Extension

Bloomberg 📅 04/27 23:58
Specialty chemical firm Arxada AG won the support of key creditors in its bid to delay debt repayments, as the broader industry faces stress from rising energy prices and subdued demand. The Swiss company, backed by private equity firms Bain Capital LP and Cinven Ltd. , signed an agreement to amend and extend its debt with a group of senior secured lenders, according to a statement sent to bondhol...

Archbishop of Canterbury praises Pope Leo for speaking powerfully on injustice

The Guardian 📅 04/27 23:58
Sarah Mullally hails pontiff for addressing the ‘many injustices in our world’ after private meeting at Vatican The archbishop of Canterbury has praised Pope Leo for speaking “powerfully about the many injustices” in the world, in an apparent reference to the pontiff becoming more outspoken in recent weeks, particularly in his criticism of the US-Israeli war on Iran. Sarah Mullally, who in March b...

In Depth: PwC’s Evergrande Crisis Deepens With Record Hong Kong Settlement and Criminal Probes

财新 📅 04/27 23:57
China Evergrande Group’s financial fraud has caught up with PricewaterhouseCoopers in Hong Kong, dealing an unprecedented blow to the accounting giant and deepening an accountability crisis that threatens its future in the region. On April 23, the Hong Kong Securities and Futures Commission (SFC) announced a landmark settlement requiring PwC Hong Kong to set aside HK$1 billion ($120 million) to co...

S&P 500 Analyst Moves: UBER

Nasdaq 📅 04/27 23:57
The latest tally of analyst opinions from the major brokerage houses shows that among the components of the S&P 500 index, Uber Technologies is now the #54 analyst pick, moving up by 1 spot. This rank is formed by averaging the analyst opinions for each component fr

New AI framework autonomously optimizes training data, architectures and algorithms — outperforming human baselines

VentureBeat 📅 04/27 23:56 NVDA.OTSLA.O
AI R&D runs on a cycle of hypothesis, experiment, and analysis — each step demanding substantial manual engineering effort. A new framework from researchers at SII-GAIR aims to close that bottleneck by automating the full optimization loop for training data, model architectures, and learning algorithms. A new framework called ASI-EVOLVE , developed by researchers at the Generative Artificial Intel...

Repay stock jumps 11% after preliminary Q1 adjusted EBITDA tops consensus

Seeking Alpha 📅 04/27 23:56
Shinsei Motions Repay Holdings ( RPAY ) stock surged 11% to $4.08 in late morning trading after the payment technology company issued preliminary Q1 results and raised its guidance for 2026 adjusted EBITDA. The company completed a buyout of a strategic distribution partner in Q1, resulting in a one-time cash payment that had a positive impact on its adjusted EBITDA, it said. The stock's advance fo...

How to Trade Tesla After Q1 2026 Earnings - admiralmarkets.com

Google 📅 04/27 23:56 TSLA.O
How to Trade Tesla After Q1 2026 Earnings admiralmarkets.com

Dow Analyst Moves: MCD

Nasdaq 📅 04/27 23:56
The latest tally of analyst opinions from the major brokerage houses shows that among the 30 stocks making up the Dow Jones Industrial Average, McDonald's is the #12 analyst pick. McDonald's also comes in above the median of analyst picks among the broader S&P 500 index com

Why Arm Holdings Stock Was Tumbling Today

Nasdaq 📅 04/27 23:56
Key PointsAgentic AI is starting to drive a boom in CPUs

Bloomberg Surveillance: DC Gala Attack Fallout (Podcast)

Bloomberg 📅 04/27 23:56
Source: Bloomberg, 28:54

Vitol US Gasoline Traders Greer, Reiser Depart From Energy Giant

Bloomberg 📅 04/27 23:55
Two US gasoline traders have departed from Vitol Group , the world’s largest independent commodity trading house. Calvin Greer and Phil Reiser left Vitol’s Houston outpost earlier this month, according to people with knowledge of the situation, asking not to be named as they are not authorized to discuss the matter publicly. Prior to joining Vitol four years ago, Greer worked at trading firm Susqu...

美国务卿鲁比奥:美国不会允许伊朗控制霍尔木兹海峡

格隆汇 📅 04/27 23:55
格隆汇4月27日|美国国务卿鲁比奥表示,美国不会允许伊朗控制霍尔木兹海峡。鲁比奥在接受福克斯新闻采访时表示:“他们不能将‘由伊朗决定谁可以使用这条国际水道、使用费用多少’这样的体系正常化,我们也不能容忍他们试图将这种做法正常化。”

Siemens secures $390M contract for NYC's Fulton-Liberty subway lines

Seeking Alpha 📅 04/27 23:55
wallix/iStock Editorial via Getty Images Siemens ( SIEGY ) said Monday it was awarded a contract valued at nearly $390M in collaboration with L.K. Comstock, an electrical contractor that specializes in rail transit systems, by the Metropolitan Transportation Authority to modernize New York City's Fulton-Liberty subway lines. Siemens Mobility ( SIEGY ) said it will modernize 23 stations, replace ou...

3 Asset Management Stocks Set to Pull Off Earnings Beat in Q1

Nasdaq 📅 04/27 23:55
BLK's earnings beat sets the tone as FHI, AMG and VCTR line up with strong signals pointing to Q1 upside surprises.

Huntington Bancshares: The Street's Wall Of Worry Is The Big Obstacle Now

Seeking Alpha 📅 04/27 23:53
RiverNorthPhotography/iStock Unreleased via Getty Images Operating results ultimately drive long-term returns, but sentiment can be a powerful driver in the near term, and that’s a challenge for Huntington Bancshares Incorporated ( HBAN ) today. A series of negative guidance updates has shaken investor confidence, and there appear to be growing concerns about Huntington’s near-term organic growth ...

Starbucks Q2 2026 earnings preview: What is brewing amid turnaround?

Seeking Alpha 📅 04/27 23:53
TonyBaggett/iStock Editorial via Getty Images Starbucks ( SBUX ) is scheduled to announce Q2 earnings results on Tuesday, April 28th, after market close. The coffeehouse chain has been undergoing an overhaul, with CEO Brian Niccol highlighting in the recent annual general meeting that the company is ahead of schedule in its turnaround and that “the shine is back on Starbucks.” More recently, Jeffr...

Profit-Taking or Pivot? Adams Asset Advisors Sells $50M in Calumet Shares After a Nearly 200% Run

The Motley Fool 📅 04/27 23:53
According to an SEC filing dated April 27, 2026, Adams Asset Advisors, LLC reduced its holding in Calumet (NASDAQ:CLMT) by 1,954,039 shares during the first quarter of 2026. The estimated value of the shares sold was approximately $50.3 million, based on the average closing price for the quarter. Despite the reduction, the quarter-end value of the Calumet position increased by roughly $12.5 millio...

Bloomberg Talks: Mishal Husain (Podcast)

Bloomberg 📅 04/27 23:52
Source: Bloomberg, 7:33

Citadel:美伊冲突避免升级情景下全球股债有望同步上涨

金融界 📅 04/27 23:52
周一,城堡证券(Citadel Securities)表示,随着美以对伊冲突更接近避免升级的解决路径,即便围绕霍尔木兹海峡的僵局尚未完全解除,全球股市和债市仍有望同步上涨。 城堡证券欧洲、中东和非洲固定收益销售主管Nohshad Shah指出,尽管正式协议仍难达成,美国和伊朗都有动力最终达成 某 种安排,因为进一步升级代价过高。 Shah认为,美国总统特朗普已释放希望逐步淡化冲突、将重心重新转向中...

Intel's 26-year comeback is a warning for investors chasing today's AI winners: Chart of the Day

Yahoo 📅 04/27 23:51 INTC.O
Intel stock's 2.5-decade round trip turns one of the AI market's hottest comeback stories into a cautionary tale.

Broker Darlings of the Dow: McDonald's Ranks As a Top 15 Analyst Pick

Nasdaq 📅 04/27 23:51
A study of analyst recommendations at the major brokerages shows that McDonald's Corp (Symbol: MCD) is the #12 broker pick, on average, out of the 30 stocks making up the Dow Jones Industrial Average, according to ETF Channel. McDonald's Corp also comes in above the median of a

Uber Technologies Achieves #54 Analyst Rank, Surpassing PPL

Nasdaq 📅 04/27 23:51
In a study of analyst recommendations at the major brokerages, for the underlying components of the S&P 500, Uber Technologies Inc (Symbol: UBER) has taken over the #54 spot from PPL Corp (Symbol: PPL), according to ETF Channel. Below is a chart of Uber Technologies Inc ver

Analyst Favorites: Rio Tinto Ranks As a Top Metals Pick

Nasdaq 📅 04/27 23:51
A study of analyst recommendations at the major brokerages shows that Rio Tinto plc (Symbol: RIO) is the #1 broker analyst pick, on average, out of the 50 stocks making up the Metals Channel Global Mining Titans Index, according to Metals Channel. The Metals Channel Global Mini

AI, chip stocks fall ahead of Big Tech earnings, Iran war developments

Seeking Alpha 📅 04/27 23:50
Chip and AI-related stocks were in the red on Monday as investors awaited Big Tech earnings, the upcoming Federal Reserve decision, and developments in the U.S.-Iran war. The tech-focused Nasdaq Composite ( COMP:IND ) dipped around 0.25%. At the same time, the benchmark S&P 500 ( SP500 ) declined about 0.12%. The blue-chip Dow ( DJI ) also fell nearly 0.24%. Tech giants Alphabet ( GOOG ) ( GOOGL )...

Elon Musk and Sam Altman’s court battle over the future of OpenAI

The Verge 📅 04/27 23:50 AAPL.OMSFT.OTSLA.O
Sam Altman and Elon Musk are set to face off in a high-stakes trial that could alter the future of tech’s leading AI startup, OpenAI. The trial begins with jury selection on April 27th, as Musk pushes forward his 2024 lawsuit that accuses OpenAI of abandoning its founding mission of developing AI to benefit humanity and shifting focus to boosting profits instead. Musk was a cofounder of OpenAI and...
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