Activists Urge Swiss National Bank to Divest from Palantir Techn GuruFocus

Oracle (ORCL) Receives Outperform Rating from Wedbush with $225 Price Target GuruFocus

《乘风2026》没有在时代变化中找到新的表达命题，没有魄力去重新定义姐姐们在这个舞台上的“想要”。当一个IP沦为一台流量分发机器，它的衰落就只是时间问题。 “艺人的首要任务不是享受舞台，是胜任舞台。” 这是《乘风2026》播出后，一条豆瓣用户的评论。这句话的语境是节目中谢娜多次鼓励姐姐们“享受舞台”，然而观众看到的是不少灾难现场，姐姐或许放松了，观众却实实在在地在受难，一部分观众说出这样的想法也是在所难免。 外界习惯把本季的争议归咎于直播这把“双刃剑”，但我们认为《乘风2026》真正的危机在于，制作团队为对抗“七年之痒”，通过“人气选秀逻辑”和“直播真实叙事”两味猛药刺激市场，却在同一个节目体内产生了剧烈的排异反应。同时，在这套操作背后，节目最初那个安身立命的主题内核，也在不断的自我迭代后走向迷失。 “ 人气为王”一直都在，为什么这次“公平”更重要？ 本季《乘风》开播后，有关“公平性”的讨论就在社交媒体上持续发酵。温峥嵘与代斯的1V1对决，一公《心愿便利贴》与《大艺术家》的对阵，两场比赛结果都是舞台表现一般的获胜，引发了观众对于节目存在“黑幕”的质疑。 不过显然，与“黑幕”的阴谋论相比，更合理的解释是人气在发挥影响，在任何带有大众评审性质的竞演中，观众缘、熟悉度和情怀滤镜天然占据着相当大的权重。问题从来不是人气是否存在影响，而是节目组选择将这种影响控制到什么程度。 事实上，人气影响赛果并非第七季独有。第二季的张柏芝，一公时她唱跳表现拉胯，却凭借极高的人气以第二高喜爱度晋级。第三季的王心凌则以一曲《爱你》引爆现象级翻红，她掀起巨大浪潮的核心驱动力是青春情怀而非当期舞台表现。 往季观众对此容忍度不低，是因为录播模式提供了一套缓冲机制。后期修音可以控制听觉差距，剪辑可以呈现“进步叙事”——姐姐从初舞台的青涩到决赛的绽放，这条成长弧线在技术手段的辅助下是成立的。 而到了这一季，全开麦、无修音的直播，把每一位姐姐的真实功底摊在观众面前，实力差距太过明显，致使观众没耐心也很难相信后面可能会到来的进步，只能抓住眼前可能的不公，这是导致巨大争议的显层原因。 更深层的原因，则在于节目组忽视了社会情绪的变化。如今人们生存压力越来越多，对公平的渴望和敏感度远非几年前可比，当观众在节目中反复看到“认真的输给讨喜的”、“努力的败给轻松的”，这就不再是单纯的娱乐，而成了一种对现实处境的隐喻。 ...

生育支持体系是一套组合拳，包括婚恋、育儿补贴、医疗、教育、托育、假期支持、居住等多个方面。 当前，生育支持体系正持续完善。 十四届全国人大常委会第二十二次会议将于4月27日至30日在北京举行。4月24日上午，全国人大常委会法制工作委员会举行记者会，发言人施春风就本次会议拟审议的法律案相关情况进行介绍。其中，医疗保障法草案二审稿将提请本次常委会会议审议。施春风介绍，草案将进一步明确国家完善生育保险制度，推进扩大生育保险覆盖范围，明确生育保险基金与职工基本医疗保险基金合并建账。 4月22日，共青团中央、中央网信办、国家发展改革委等15部门联合印发《关于深化青年发展型城市建设 助力建设现代化人民城市的意见》提出，完善普惠规范的联谊交友服务，加强婚恋观引导。深入实施育儿补贴制度，探索住房、出行、消费等多领域联动的生育支持政策。 总体来看，生育支持体系是一套组合拳，包括婚恋、育儿补贴、医疗、教育、托育、假期支持、居住等多个方面，需要长期综合施策。当前，生育支持体系正持续完善。 其中，住房方面，今年的政府工作报告明确，加强初婚初育家庭住房保障，支持多子女家庭改善性住房需求。首都经济贸易大学劳动经济学院教授姜全保对第一财经分析，让年轻人有房住，对于他们成家结婚、生育有一个比较积极的促进作用。在加强初婚初育家庭住房保障方面，未来会有较多措施，包括贷款、公积金、保障性住房等各个方面。 在医疗方面，2025年12月13日，全国医疗保障工作会议在北京召开。国家医保局部署，力争2026年全国基本实现政策范围内分娩个人“无自付”。 育儿补贴方面，2025年7月28日，全国性的重要民生政策——国家育儿补贴制度实施方案公布：2025年1月1日起，无论一孩、二孩、三孩，每年均可领取3600元补贴，直至年满3周岁。 2025年8月，国务院办公厅印发的《关于逐步推行免费学前教育的意见》提出，从2025年秋季学期起，免除公办幼儿园学前一年在园儿童保育教育费。对在教育部门批准设立的民办幼儿园就读的适龄儿童，参照当地同类型公办幼儿园免除水平，相应减免保育教育费。 去年12月22日，托育服务法草案提请十四届全国人大常委会第十九次会议首次审议。据新华社消息，制定该法，是将托育服务这一重大民生事项，从政策引导提升至法律保障，旨在通过系统性制度设计，破解发展瓶颈，规范服务行为，为完善生育支持政策、降低家庭养育成本、...

The Rockville, Maryland company sold 44.3 million shares at $23 each, well above its marketed range of $16 to $19

有研粉材公告，2025年营业收入39.04亿元，同比增长20.89%。净利润6993.04万元，同比增长17.76%。公司拟向全体股东每10股派发现金红利2.37元（含税）。

AUNA eyes 12% EBITDA growth by 2026 as Mexico stabilizes, refinancing cuts costs, and hospital network gains boost demand across key markets.

Stock Market Today: The Dow Jones index edged lower Friday as Intel surged on earnings. AI stocks AMD and Arm also jumped premarket.

油价最终反映的，是特定地缘关系为基础的全球供求变化 当地时间2026年4月13日，美国佛罗里达州迈阿密，市民在加油站为车辆加油。图：视觉中国 【财新网】 自2月28日以色列美国联手，对伊朗发动大规模空袭以来，海湾战事已经持续了56天。作为战争前景最直观指标的国际油价，布伦特原油期货从战前的每桶70美元左右最高涨至119.5美元，现如今稳定在105美元上下。 这个价格高不高？站在不同的立场，答案天差地别。 对于能源进口国而言，高油价和供应短缺的压力已实实在在地体现在经济生活中。由于各国原油、成品油库存水平不同，当前需要应对的危机程度也不同。小国如斯里兰卡已经向亚开行申请援助，菲律宾早早宣布了能源紧急状态。更多国家在努力寻找中东原油的替代品，曾经被制裁的俄罗斯和伊朗原油，路途遥远的美洲和非洲原油，放在当今条件下都要纳入采买范围。

财联社4月24日（编辑 王蔚） 在银行存款利率持续下行、高息定存集中到期的背景下，兼具预定收益与浮动分红的分红险成为投资者青睐的投资品种。 2026年开年以来，保险行业交出了一份亮眼“开门红”成绩单。据国家金融监督管理总局公布数据，截至今年2月，保险行业2025年保费累计收入1.64万亿元，同比增长8.4%。其中，人身险保费收入1.4万亿元，同比增速达10.23%；而财产险保费收入2405亿元，同比微降1.36%。 在这一轮保费增长中，分红险无疑是最大的亮点。据浙商证券相关研报统计，2025年10月至2026年2月期间，各人寿保险公司新上架的产品中，分红型人寿保险的占比持续攀升，从40%左右一路升至70%以上，呈现逐月抬升的明确趋势。头部寿险公司2026年开门红主打产品中，分红险稳稳占据了“C位”。 事实上，从2025年以来，分红险不断进入大众视野，多家上市险企的年报数据也印证了这一热度。中国人寿披露，2025年分红险业务实现快速增长，占个险渠道首年期交保费的比重跃升至近60%，已成为新单保费的重要支撑；中国太保新保期缴中分红险占比已提升至半数以上，其中代理人渠道新保期缴中分红险占比高达61.4%；新华保险将分红险转型作为重要战略任务，2025年分红险长期险首年保费达到119.33亿元，四季度分红险占比达到77.0%。 “刚兑+浮动”结构，分红险备受青睐 在低利率环境与定存到期的双重驱动下，分红险正日益受到大众青睐。 整体来看，分红险是具备刚兑属性的“固收+”产品，其收入平滑机制能够有效降低收益波动，在保证收益基础上通过浮动分红分享权益市场回暖的红利。 华创证券在相关研报中表示，与银行理财相比，分红险具备刚兑属性，收益率优势突出；与银行定存相比，分红险在预定利率部分具有“后发”优势，能为五年期定存到期客户提供长期理财路径。与指数型基金、红利风格基金及混合型债基相比，分红险在稳定性、跨周期投资与保障功能方面也优势明显。 据国家金融监督管理总局公布数据，今年1至2月，保险行业保费累计收入1.64万亿元，同比增长8.4%。其中，人身险保费收入1.4万亿元，同比增速达10.23%；而财产险保费收入2405亿元，同比微降1.36%。 2025年下半年，多家大型保险公司在11月已陆续推出分红险新品作为“开门红”主打产品。分红险产品为何能得以快速推广、带动开门红业绩？ 天风证券在...

格隆汇4月24日｜美国国防部长赫格塞思：第二艘美国航空母舰将加入（对伊朗的）封锁行动。迄今为止已有34艘船只从霍尔木兹海峡掉头。

第一财经记者获悉，中企赴美上市备案工作一直在有序推进。在大搜车获备案之后，证监会将继续有序推进条件成熟的企业赴美上市的备案进程。 未备案擅自赴美上市，黑龙江中能粮科农业科技有限公司（下称中能粮科）被中国证监会开出300万罚单。 这是《境内企业境外发行证券和上市管理试行办法》实施以来，中国证监会查办的首例未按规定履行境外上市备案程序擅自境外上市的案件。 4月24日，中国证监会宣布黑龙江证监局拟对中能粮科境外上市备案违法违规行为作出行政处罚。对中能粮科以300万元罚款，对直接负责备案的主管人员蒋振军处以150万元罚款。 同时，对其中介机构广东信宇律师事务所处以50万元罚款，对提供法律意见的律师李华斌处以20万元罚款。 2024年12月21日，Zhong Guo Liang Tou Group Limited （中国粮投集团有限公司，后更名为粮科科技创新生物（香港）有限公司，下称“中国粮投”）委托其境内运营实体中能粮科，向中国证监会提交了《关于拟通过De-SPAC并购交易实现在美国纳斯达克交易所间接上市的备案报告》。中国证监会于2025年3月6日接收其备案材料，并提出补充材料要求。 2025年10月1日，在未完成境外上市备案程序的情况下，中国粮投通过与特殊目的并购公司合并交易在美国纳斯达克证券交易所上市。中国证监会发现这一情况后，立即根据跨境监管合作机制安排向美监管部门及交易所通报了有关情况，中国粮投上市当天即告停牌。 “经查，中能粮科未按规定履行境内企业境外上市备案程序，擅自进行境外发行上市活动，涉嫌违反《试行办法》相关规定。”证监会称。 值得注意的是，同一天，中国证监会发布了关于DSC Holdings Ltd.（大搜车控股有限公司，下称大搜车）境外发行上市备案通知书。大搜车拟发行不超过1.91亿股普通股并在美国纳斯达克证券交易所上市。 这是自去年12月以来，中国证监会下发的首份赴美上市备案通知。 据记者了解，中能粮科的处罚告知与大搜车的备案通知同日发布，释放了监管部门对赴美上市的明确态度——积极支持同时从严监管。 “中国证监会将坚持统筹开放与安全，支持境内企业依法合规用好‘两个市场、两种资源’实现高质量发展，”证监会称，同时将依法加强对企业境外上市活动的监管执法，持续提升备案管理规范化、标准化和透明度，并强化与境外监管机构的跨境合作，共同维护市场正常秩序和保护投资者...

Rakuten Securities Inc. Sells 68,615 Shares of Intel Corporation $INTC MarketBeat

Riggs Asset Managment Co. Inc. Cuts Stock Holdings in Oracle Corporation $ORCL MarketBeat

Warner Financial Inc. Acquires 6,566 Shares of Apple Inc. $AAPL MarketBeat

Rakuten Securities Inc. Buys 3,893 Shares of Palantir Technologies Inc. $PLTR MarketBeat

Techs futures jumped Intel spiked on earnings and guidance. Oil prices fell amid reports that new U.S.-Iran talks are ahead.

期权市场正上演反常现象。 本周四早盘，标普 500 指数创下历史新高，但芝加哥期权交易所波动率指数（VIX，即市场恐慌指数）持续徘徊在 20 关口附近，且较五天前有所走高；而五天前，标普 500 指数点位还低约 100 点。 简言之： 股市上涨，市场恐慌指数同步走高 。 从历史规律来看，VIX 与标普 500 指数仅有约 20% 的时间会同向波动。但倘若这种 “股市涨、恐慌指数同步走高” 的状态持续数日以上，就意味着市场表层之下，多重暗流正在涌动。 原因一：投资者心存疑虑、避险对冲 一种解读是：投资者对股市新高缺乏信心，正针对伊朗局势冲突、原油波动等风险开展对冲操作。 在此背景下，随着实际市场波动率向 VIX 指数靠拢，投资者需警惕股指短期回调风险。 原因二：多头乐观情绪推高期权成本 另一类偏乐观的解读，也与财报季期权交易现状相契合： 交易员愿意为个股 看涨期权 支付高额权利金，押注强势个股继续上行，尤其是领涨大盘的半导体与科技板块。 范艾克半导体 ETF（SMH）的看涨期权总权利金规模，较看跌期权高出 25%，即便看跌期权成交量更高。 以芯片厂商美满电子（Marvell Technology）为例： 该股自上月财报发布以来股价已翻倍，但仍有交易员斥资 240 万美元，买入近 1700 份 6 月 18 日到期、行权价 180 美元的看涨合约，押注股价后续再涨 10%。 这类强劲的多头做多热情，持续推高整体期权定价，这也是 VIX 指数居高不下、走势坚挺的核心原因。 责任编辑：郭明煜

格隆汇4月24日｜东华能源(002221.SZ)发布2025年度业绩预告第二次修正公告，预计2025年度归属于上市公司股东的净利润为亏损9.44亿元-9.84亿元。公司原预计公司2025年度归属于上市公司股东的净利润为-1.3亿元至-9000万元。业绩变动原因系香港公司申请认可和执行仲裁裁决，出于审慎性原则，公司决定计提预计负债，但对公司现金流没有影响。

Meta signs agreement with AWS to power agentic AI on Amazon's Graviton chips About Amazon

Getty Images Introduction Microsoft Corporation ( MSFT ) is trading at its most conservative valuation in years, hovering around a 25.2x forward P/E ratio, almost 20% lower than the 5-year average of 31.3x. Many analysts across both Wall Street and Seeking Alpha are considering this a generational buying opportunity—53 out of 56 Wall Street analysts in the last 90 days rate MSFT a Buy or Strong Buy. While many consider MSFT an excellent opportunity at the current valuation, I hold a contrarian view and consider MSFT to be a value trap. I am initiating coverage on MSFT with a Sell rating because of a high disruption risk to MSFT's software segment from agentic AI and a dangerous over-reliance on OpenAI ( OPENAI ), wherein the negative effects of this partnership are brought to light when looking at the dynamics of CapEx spending, revenue quality, and revenue backlog. Background Seeking Alpha MSFT's drawdown reached a staggering -35.9% from its 52-week high to its 52-week low. This drawdown was caused by a variety of factors: persistent conflict in the Middle East weighing on global risk appetite, reports of a hiring freeze across MSFT's cloud sales groups, and, most crucially, a 66% year-over-year surge in CapEx, much of which is tied to OpenAI. MSFT has since rebounded +17% since its 52-week lows. MSFT's fiscal second-quarter 2026 results revealed $37.5 billion in capital spending , primarily directed at the buildout of data centers and the procurement of high-end GPUs to support its Azure AI workloads. For the full fiscal year 2026, Microsoft is on pace to deploy between $110 billion and $120 billion in capital. The underlying concern is that MSFT is building a bridge to nowhere if the software layer does not monetize as rapidly as the hardware depreciates. While Azure continues to grow at a headline rate of 39%, the market is increasingly focused on the return on hardware rather than raw revenue growth. Anthropic Dominance The most significant threat to MSFT's lon...

Getty Images Introduction Microsoft Corporation ( MSFT ) is trading at its most conservative valuation in years, hovering around a 25.2x forward P/E ratio, almost 20% lower than the 5-year average of 31.3x. Many analysts across both Wall Street and Seeking Alpha are considering this a generational buying opportunity—53 out of 56 Wall Street analysts in the last 90 days rate MSFT a Buy or Strong Buy. While many consider MSFT an excellent opportunity at the current valuation, I hold a contrarian view and consider MSFT to be a value trap. I am initiating coverage on MSFT with a Sell rating because of a high disruption risk to MSFT's software segment from agentic AI and a dangerous over-reliance on OpenAI ( OPENAI ), wherein the negative effects of this partnership are brought to light when looking at the dynamics of CapEx spending, revenue quality, and revenue backlog. Background Seeking Alpha MSFT's drawdown reached a staggering -35.9% from its 52-week high to its 52-week low. This drawdown was caused by a variety of factors: persistent conflict in the Middle East weighing on global risk appetite, reports of a hiring freeze across MSFT's cloud sales groups, and, most crucially, a 66% year-over-year surge in CapEx, much of which is tied to OpenAI. MSFT has since rebounded +17% since its 52-week lows. MSFT's fiscal second-quarter 2026 results revealed $37.5 billion in capital spending , primarily directed at the buildout of data centers and the procurement of high-end GPUs to support its Azure AI workloads. For the full fiscal year 2026, Microsoft is on pace to deploy between $110 billion and $120 billion in capital. The underlying concern is that MSFT is building a bridge to nowhere if the software layer does not monetize as rapidly as the hardware depreciates. While Azure continues to grow at a headline rate of 39%, the market is increasingly focused on the return on hardware rather than raw revenue growth. Anthropic Dominance The most significant threat to MSFT's lon...

AMD Stock Jumps as Intel’s AI CPU Boom Puts $500 Billion in Sight TechStock²

blackdovfx Chinese regulators intend to curb technology companies, including some major AI pioneers, from accepting U.S. capital without government approval, part of China's broader response to Meta Platforms' ( META ) acquisition of startup Manus, Bloomberg News reported. In recent weeks, agencies including the National Development and Reform Commission told several private firms they should reject capital of U.S. origin in funding rounds unless explicitly approved, the report added , citing people with knowledge of the matter. Moonshot AI, which is considering an IPO, was among those that received the guidance from the state planner. Another Chinese startup StepFun got similar instructions, the report noted. Regulators have also decided on similar restrictions for TikTok-parent ByteDance ( BDNCE ). The regulators do not want the Beijing-based company, which also operates popular AI chatbots, to approve secondary share sales to U.S. investors without government approval, the report added. ByteDance did not immediately respond to Seeking Alpha's request for comment. The new curbs are broadly aimed at preventing U.S. investors from taking stakes in sensitive sectors where national security is a priority, according to the report. The move follows Meta's acquisition of Manus, which was announced in December last year. Following the announcement, Beijing reportedly started reviewing the $2B acquisition earlier this year. Last month, Chinese authorities reportedly barred two Manus co-founders from leaving the country. The commission — a powerful state planning agency with broad policy-making powers — is now heading a multi-agency investigation which includes the Ministry of Commerce, into the deal and its repercussions. The new curbs also follow China's decision to restrict "red chips" — a type of Chinese company incorporated overseas — from seeking IPOs in Hong Kong, threatening a measure used by Chinese companies to access foreign capital by floating overseas, the repo...

亚马逊美股盘前涨近2%，Meta Platforms已与亚马逊AWS签署一项数十亿美元规模的协议，这家社交媒体巨头将租用亚马逊数十万枚GPU芯片，用于其人工智能研发。

What the new Google partnership means for Sirius XM Holdings (SIRI) Sirius XM Holdings (SIRI) is drawing attention after SiriusXM Media was named the exclusive U.S. representative for YouTube audio advertising inventory, giving brands a single point of access to large scale audio ad buying. See our latest analysis for Sirius XM Holdings. The Google partnership headlines come as SIRI’s share price has moved sharply higher, with a 7 day share price return of 13.22% and a 30 day gain of 25.22%...

台灣台北市東區，有人持槍打劫銀行，並一度挾持銀行職員。 銀行在案發後落閘，大批警員在場調查。 台灣TVBS報道，一名蒙面男子，下午三時許持槍進入忠孝東路，中國信託銀行分行，又投擲手榴彈，要求職員將一千萬元新台幣現金放入行李箱內。 警方接報到場時，該名男子更挾持一名女銀行職員，與警方對峙。警方隨後將他制伏，並發現其身上的手槍及手榴彈，都是假的。

Here are the biggest calls on Wall Street on Friday: Evercore ISI upgrades Intel to outperform from in line Evercore upgraded the stock following earnings on Thursday. "Improved Execution: INTC's new CEO fixed the balance sheet, and is executing on a strategy that appears to have put INTC back on the competitive track..." Needham upgrades Maxlinear to buy from hold Needham said the radio frequency and semiconductor products company is at an "inflection point." "MXL reported a 1Q26 beat, and guided 2Q26 well above Street expectations due to Data Center related demand." Guggenheim initiates Shake Shack as buy The firm said it sees profit growth for the burger chain. "We are initiating coverage on Shake Shack with a Buy rating and $120 price target." Wedbush initiates Oracle as outperform Wedbush said the "market is fundamentally misinterpreting the company's aggressive, contract-backed investment cycle as speculative risk." "We are initiating coverage on Oracle with an OUTPERFORM rating and a $225 price target." Read more. Morgan Stanley upgrades Phillips 66 to overweight from equal weight Morgan Stanley said the oil and gas company is attractive. "Upgrade PSX t o OW on chems upside & attractive relative valuation." Stephens initiates Rocket Companies as overweight Stephens said shares of the mortgage company have plenty more room to run. "We see RKT (OW-PT$22.50) best positioned, naturally hedged between Originations/Servicing, ultimately generating consistent, consolidated growth and multiples rerating positively." JPMorgan initiates Hims & Hers as overweight JPMorgan said it sees room for growth. "We're initiating coverage of HIMS with an Overweight rating and $35 December 2026 price target." TD Cowen reiterates Apple as buy TD Cowen said it's bullish ahead of Apple earnings next week. "AAPL stock sentiment is positive ahead of results given healthy iPhone 17 adoption, smartphone market share gains despite memory supply dynamics, and optimism around the new AI Siri...

Here are Friday's biggest analyst calls: Apple, AMD, Intel, Oracle, Caterpillar, Shake Shack & more CNBC

A top McKinsey & Co. consultant who advises on defense projects around the world has for years owned a personal stake in German military tech startup Helsing . David Chinn — currently a McKinsey senior partner in Tel Aviv — backed Helsing just months after its founding in early 2021, according to German corporate registry documents. He bought preferred shares of Helsing as part of a capital increase in July that year, investing around the same time as early big backers such as Spotify Technology SA founder Daniel Ek ’s investment firm Prima Materia, the filings show. Since making his investment, Chinn has mentioned Helsing positively on social media and in an article on McKinsey’s website. Neither disclosed his connection to Helsing, whose co-founders include an ex-McKinsey partner and a former video game entrepreneur. Chinn has held onto the investment and became a shareholder in a new Helsing holding company formed through a reorganization last year, registry documents show. Chinn, 59, has spent decades advising senior government officials, military leaders and national security agencies on issues ranging from multibillion-dollar armed forces modernization efforts to the revival of European defense, according to a recent biography and McKinsey’s website . Helsing has won contracts to supply its artificial intelligence-powered attack drones for use by Germany and Ukraine. McKinsey allows staff to make private investments, subject to disclosure requirements where there is a real or perceived conflict of interest, according to a person with knowledge of the matter. Helsing isn’t a client of the consulting firm, said the person, who asked not to be identified discussing private information. “This matter is under review through our established processes,” a spokesperson for McKinsey said in a statement in response to Bloomberg queries. “We take our conflict-of-interest and disclosure obligations extremely seriously, and have explicit policies governing each, that are t...