Radcom (RDCM) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Dan Ives Compares Intel's Comeback To Rocky Balboa, Says AI Trade Is In Its Third Innings Stocktwits

哈投股份公告，2026年第一季度营业总收入9.99亿元，同比增长2.76%。净利润7947.13万元，同比下降33.03%。

根据《广州期货交易所风险管理办法》，经研究决定，交易所将在2026年劳动节假期休市前后对各品种期货合约涨跌停板幅度和交易保证金标准做如下调整： 自2026年4月29日（星期三）结算时起，工业硅期货合约涨跌停板幅度从8%调整为9%，投机交易保证金标准从10%调整为11%，套期保值交易保证金标准从9%调整为10%；多晶硅期货合约涨跌停板幅度从9%调整为10%，投机交易保证金标准、套期保值交易保证金标准从13%调整为14%，PS2605合约投机交易保证金、套期保值交易保证金标准维持15%不变；碳酸锂期货合约涨跌停板幅度从13%调整为14%，投机交易保证金标准从15%调整为16%，套期保值交易保证金标准从14%调整为15%；铂、钯期货合约涨跌停板幅度从17调整为18%，投机交易保证金标准、套期保值交易保证金标准从19%调整为20%。2026年5月6日（星期三）恢复交易后，在各品种期货持仓量最大的合约未出现涨跌停板单边无连续报价的第一个交易日结算时起，工业硅、多晶硅、碳酸锂、铂、钯期货合约涨跌停板幅度、投机交易保证金标准和套期保值交易保证金标准恢复至调整前水平。

Musk says Tesla has started rolling out Cybercab Robotaxi The Edge Malaysia

格隆汇4月24日｜广期所公告，自2026年4月29日(星期三)结算时起，工业硅期货合约涨跌停板幅度调整为9%，投机交易保证金标准调整为11%，套期保值交易保证金标准调整为10%；多晶硅期货合约涨跌停板幅度调整为10%，投机交易保证金标准、套期保值交易保证金标准调整为14%，PS2605合约投机交易保证金、套期保值交易保证金标准维持15%不变；碳酸锂期货合约涨跌停板幅度调整为14%，投机交易保证金标准调整为16%，套期保值交易保证金标准调整为15%；铂、钯期货合约涨跌停板幅度调整为18%，投机交易保证金标准、套期保值交易保证金标准调整为20%。

骄成超声公告，2026年第一季度营收为1.98亿元，同比增长34.29%；净利润为5030.44万元，同比增长112.85%。

Key PointsOne of Berkshire's top investment managers, Todd Combs, recently left the company for JPMorgan Chase.

华昌达公告，2026年第一季度营业收入6.77亿元，同比增长83.25%。净利润159.07万元，同比下降57.22%。

中国巨石公告，2026年第一季度营业收入52.82亿元，同比增长17.93%。净利润12.67亿元，同比增长73.48%。公司产品销量及价格上涨，导致利润增加。

4月22日，由科学技术部主办的2026年度“中国与欧洲国家科研创新行”活动在京正式启动。2026年度“中国与欧洲国家科研创新行”首期活动于4月22日至24日在北京、天津两地举行。除开幕式外，还将组织政策对话、案例分享、实地调研等活动，促进中欧科技界、产业界对接合作。（人民财讯）

据香港交易所披露，贝莱德（BlackRock）对中国石油天然气股份有限公司 - H股的多头持仓比例于2026年4月20日从7.01%降至6.74%。

据香港交易所披露，瑞银集团（UBS）对中兴通讯股份有限公司 - H股的多头持仓比例于2026年4月20日从8.02%降至7.87%。

据香港交易所披露，贝莱德（BlackRock）对哔哩哔哩股份有限公司 - W的多头持仓比例于2026年4月20日从4.91%增至5.04%。

The US government has imposed sanctions on a Cambodian senator alleging he is at the heart of a sprawling scam network, as the Southeast Asian nation comes under intense pressure – including from China – to eliminate a cybercrime industry worth nearly US$20 billion a year. The US Treasury tagged Senator Kok An, a tycoon with close ties to former leader Hun Sen whose son is now prime minister, and 28 other associates as “specially designated nationals” suspected of controlling “scam compounds...

据香港交易所披露，贝莱德（BlackRock）对万洲国际有限公司的多头持仓比例于2026年4月20日从6.16%降至5.97%。

据香港交易所披露，摩根大通（JPMorgan）对香港交易及结算所有限公司的多头持仓比例于2026年4月21日从8.02%降至7.99%。

格隆汇4月24日丨张江高科(600895.SH)公告称，2026年第一季度实现营业收入8.38亿元，同比下降31.28%；归属于上市公司股东的净利润为8351.36万元，同比下降71.64%。业绩变动主要原因为本期公司空间载体销售收入较上年同期减少；持有其他非流动金融资产取得的投资收益较上年同期减少；同时本期公司下属合营企业持有的以公允价值计量且其变动计入当期损益的金融资产公允价值下降，而上年同期该金融资产的公允价值为上升，使得公司按权益法确认的该合营企业长期股权投资收益较上年同期减少。 公司Q1净利润0.84亿，2025年Q4净利润3.7亿，据此计算，Q1净利润环比下降77%。

Wei Li, chief global investment strategist at BlackRock, discusses the outlook for artificial intelligence stocks, capital expenditure and earnings. "We're specifically overweight semis and hardware," Li tells Bloomberg Television. (Source: Bloomberg)

格隆汇4月24日｜当地时间4月22日，欣旺达携手比利时本土客户，在当地举行电池储能项目落成仪式。该项目规模为10MW/55MWh，是接入Fluvius配电网最大的电池储能园区之一，标志着欣旺达在欧洲市场本地化布局与项目交付能力进一步落地。

Swiss National Bank Urged to Sell $1.1 Billion Palantir Technologies Stakes marketscreener.com

(RTTNews) - European stocks declined on Friday amid signs that the U.S. and Iran have made little progress toward de-escalating the Middle East conflict.

应收账款持续增加 在恒运昌之后，今天A股科创板又出现了新股大肉签！ 格隆汇获悉，4月24日，N联讯（688808）在科创板上市，发行价格81.88元/股，发行市盈率为63.64倍，高于41.99倍的行业市盈率。截止下午收盘，其股价涨超875%，市值超820亿元。 根据上市首日成交均价和发行价的差额计算，每签获利约33.5万元，远超每签获利12.7万元的恒运昌，成为新晋大肉签！ 虽然打新中签的人能大赚一笔，但中签率并不高，N联讯的网上发行中签率低至0.022%，网下配售中签率也只有0.023%。 发哥去年就在文章《半导体产业链又迎来一家IPO！新易盛、中际旭创是客户，来自江苏苏州》中写过N联讯，其全称为“苏州联讯仪器股份有限公司”（简称“联讯仪器”），成立于2017年，控股股东为胡海洋，注册地位于苏州高新区。 最近“苏州A股上市公司市值一年翻倍”的事儿备受市场关注。大家一看才发现，原来中际旭创、东山精密、天孚通信都来自苏州。而今天上市首日暴涨8倍的新股联讯仪器也是苏州公司，其大部分营收来自光通信领域，还是新易盛、中际旭创的供应商。加上近年来大A新股的打新赚钱效应突出，所以联讯仪器上市首日大涨也就见怪不怪了。 需要提醒的是，经过今天的大涨之后，如今联讯仪器的市盈率已飙升472倍以上，股价也创新高，后续有可能跟恒运昌等其他新股一样走出高位震荡后下跌的趋势。 联讯仪器主营业务为电子测量仪器和半导体测试设备的研发、制造、销售及服务，专业为全球高速通信和半导体等领域用户提供高速率、高精度、高效率的核心测试仪器设备，助力人工智能、新能源、半导体等前沿科技行业提升产品开发和量产效率。 按照产品形态分类，联讯仪器的产品主要包括通信测试仪器、电性能测试仪器等电子测量仪器，光电子器件测试设备、功率器件测试设备、电性能测试设备等半导体测试设备，以及配套的测试部件及服务。 联讯仪器的产品主要应用于光通信、碳化硅功率器件、半导体集成电路等领域，主要客户包括中际旭创、新易盛、光迅科技、士兰微等。2022年至2025年1-9月（简称“报告期”），联讯仪器70%以上的营收来自光通信领域，占比较大。 公司主营业务收入按应用领域，图片来源于招股书 近几年，联讯仪器的收入大幅增长，并在2024年扭亏为盈，主要得益于下游应用领域市场需求持续强劲、高端测试仪器设备国产替代进程提速、公司核心产品性能持续突破并获...

Justin Sullivan/Getty Images News President Donald Trump suggested that the U.S. government may buy Spirit Airlines ( FLYYQ ), amid discussions for a possible rescue package for the troubled discount airline. "We're thinking about doing it, helping them out, meaning bailing them out, or buying it," Trump told reporters at the White House. "I think we'd just buy it. I'd love to be able to save those jobs. I'd love to be able to save an airline." "They have some good aircraft and good assets, and when the prices of oil go down, we'll sell it for a profit," he added. "We are grateful for President Trump's support and look forward to continuing to work with him and his Administration on a solution that protects thousands of jobs, preserves and enhances competition, and helps ensure Americans continue to have access to affordable fares," Spirit ( FLYYQ ) CEO Dave Davis said. The airline is reportedly in talks for a $500M loan that could potentially give the government a 90% stake in the company. Spirit ( FLYYQ ) has been struggling to emerge from its second bankruptcy in under two years, driven by mounting losses. The Iran war and the resulting surge in jet fuel prices only made things worse. Marshall Huebner, an attorney for Spirit ( FLYYQ ), said during a bankruptcy hearing on Thursday that the company was in advanced talks with the government on a potential deal. "The financing offered ​to ​us ⁠by the federal government would do ​far more than ​make ⁠this reorganization possible," ​Huebner said. "It would create an ⁠appropriately ​capitalized, fierce ​competitor in the airline space." But there is some skepticism over the bailout. "What we don't want to do is put good money after bad, and there's been a lot of money thrown at Spirit, and they haven't found their way into profitability," Transportation Secretary Sean Duffy told Reuters . "And so would we just ​forestall the inevitable and then own that?" More on Spirit Aviation Wall Street Lunch: Spirit Airlines Surges...

There's an infrastructure metaphor that never gets old in investing: During a gold rush, you don't need to find the gold to get rich. You just need to sell the picks and shovels. The artificial intelligence (AI) gold rush has one version of this that is even more literal than most investors realize, and it runs on light. Lumentum Holdings (NASDAQ: LITE) makes components that convert electrical signals in AI data centers into optical signals, and right now, that capability may be more strategically important than ever. The stock has also been on a tear -- it's up nearly 420% over the last six months. I'm generally a skeptic of stocks everyone loves right now, but I don't think it's too late to buy into this one. Image source: Getty Images. Continue reading