Barrett & Company Inc. Makes New $790,000 Investment in Taiwan Semiconductor Manufacturing Company Ltd. $TSM MarketBeat

4月24日是我国第11个“中国航天日”，酒泉卫星发射中心科技人员以有序推进神舟二十三号等任务的备战之姿，庆祝属于自己的特殊节日。酒泉卫星发射中心是我国组建最早的综合性航天发射场，也是我国目前唯一的载人航天发射场，神舟一号至今的所有神舟飞船均从这里发射升空。(新华社)

European shares fall, set for weekly loss on Middle East worries Reuters

把当前局面建构成一个“充满不确定性”和“风险”的情境，却否认这些冲击显而易见的政治性来源；这就是逃避主义叠加认知失调的结果 当地时间2026年4月16日，美国华盛顿特区，国际货币基金组织（IMF）总部举行国际货币基金组织与世界银行春季会议期间的世界银行发展委员会会议。图：视觉中国 4月，国际货币基金组织（IMF）和世界银行的会议会吸引各类金融决策者云集华盛顿特区。与纽约不同，华盛顿通常并不是全球金融中心。春季和秋季会议期间，一个颇为引人注目的现象，是可以看到全球金融圈与所谓的“blob”相互交织——也就是华盛顿智库世界、IMF/世界银行这一关系网络、零星分布的非政府组织，以及华盛顿特区的“沼泽（swamp）”，亦即美国国家政治圈。 到了2026年4月，人们或许会想象，这样一场会议应当成为“多重危机”的舞台。我们正处于两场热战之中。更广泛地说，各类政策不确定性指标都达到了惊人的高位。 推荐进入 财新数据库 ，可随时查阅宏观经济、股票债券、公司人物，财经数据尽在掌握。

Yara International press release ( YARIY ): Q1 Non-GAAP EPS of $1.64. Revenue of $4.26B (+16.7% Y/Y) beats by $40M . EBITDA excluding special items1 of $896M, 41% higher than for the same quarter a year ago. Yara’s first-quarter operating cash flow increased by USD 195 million compared to the same period last year. More on Yara International Yara International: The Urea Price Shock Everyone Ignores Yara International ASA (YARIY) Presents at SB1 Markets 2026 Energy Conference - Slideshow Yara International ASA (YARIY) Q4 2025 Earnings Call Transcript Top performing foreign materials stock YTD Quant ratings roundup as fertilizer stocks rally on Middle East supply fears

There are some people who retire and pledge to never work again. And if you're one of them, that's understandable. After a long career, the last thing you may want to think about is reporting to a job, even if it's just part-time. But for some retirees, working is a good thing. It can lend to better mental health, structure, and financial stability. Image source: Getty Images. Continue reading

More than 120 organisations issue a travel advisory for visitors to this summer's World Cup, warning of potential threats to their human rights.

The global natural gas market is set to remain tight well beyond this year, as the ongoing conflict in the Middle East and damage to regional infrastructure continue to disrupt supply, according to the International Energy Agency. In a report published Friday, the IEA said the war has delayed a long-anticipated glut in liquefied natural gas, even as new capacity comes online. The impact of that expansion — driven largely by the US — is being pushed back “by at least two years.” The outlook aligns with a warning from Vitol Group earlier this week, which said global supply could be impacted through 2028. The energy trader cited last month’s damage to LNG facilities in Qatar and delays to new projects across the Middle East. Now in its second month, the conflict shows no signs of easing, effectively choking off around a fifth of global oil and LNG supply. Qatar has said Iranian strikes last month damaged about 17% of its liquefaction capacity, with repairs potentially taking as long as five years. The combined impact of near-term supply losses and slower capacity growth could result in a cumulative shortfall of around 120 billion cubic meters of LNG between 2026 and 2030, the IEA said. This estimate includes delays to Qatar’s North Field East expansion project. For now, demand has softened in key importing markets in response to higher prices, milder weather, and policy efforts to curb consumption. Several Asian countries are turning to fuel switching and demand-side measures to limit gas use amid the supply crunch. “Demand response will be key to balancing the global gas market,” the IEA said. Natural Gas Demand Destruction Has Been ‘Massive,’ Vitol Says Iran War Pushes Asia to Think Twice Before Doubling Down on LNG Inflation Looms as China’s Exporters Boost Prices on Iran Costs

European stocks have lost their outperformance edge over the US market as traders worry about the toll of persistently high oil prices on economic growth. The Stoxx 600 index fell 0.3% as of 9:28 a.m. in Paris on Friday, trimming returns for 2026 to a 3.3% gain. That’s behind the 3.8% advance in the S&P 500. European stocks have lagged the global equity rebound in recent weeks on concern the war in Iran will have a long-lasting impact on inflation and consumer sentiment. In contrast, US shares have been far more resilient, supported by AI-driven earnings momentum of technology stocks. “One takeaway from this earnings season is that the US leadership is back because of its dominance in tech and semiconductors notably,” said David Kruk , head of trading at La Financiere de l’Echiquier in Paris. The earnings season continued apace, with Germany’s SAP SE lifting the European tech sector. The stock rose 5% after the software producer reported cloud backlog growth that reassured investors amid AI disruption concerns. Before the European Bell is a new wrap with all you need to know before the market opens, published at 7:30am CET. Click here to subscribe. The Week in Review is a look at everything that happened in European stocks through the week, including earnings, sector moves, macro drivers, policy factors and more, published every Friday. Click here to subscribe. For more on equity markets: Chasing Hot Photonics Rally Starts to Look Risky: Taking Stock M&A Watch Europe: Adyen, Monte Paschi, Acciona, Electrolux Raspberry Pi’s Top Holder Cashes in After 100% Rally: ECM Watch US Stock Futures Unchanged; Coursera, Boyd Gaming Fall Buoyant Borrowing, For Now: The London Rush You want more news on this market? Click here for a curated First Word channel of actionable news from Bloomberg and select sources. It can be customized to your preferences by clicking into Actions on the toolbar or hitting the HELP key for assistance. To subscribe to a daily list of European analyst ...

The proposed legislation will run out of time to become law when a final debate ends in the House of Lords on Friday.

格隆汇4月24日｜华安证券研报指出，中炬高新改革红利逐步释放，26Q1开局亮眼。2025年归母净利润5.37亿元（同比-39.86%），2026Q1归母净利润2.63亿元（同比+45.11%）。25年各品类收入承压主因公司价盘梳理、库存清理带来改革阵痛，26Q1各品类收入均恢复增长主因春节错期+渠道轻装上阵后补库增加。公司25年围绕“强基、多样、高效”管理主题开展组织能力、体系、流程及系统建设。26年公司将持续提升管理体系能力：渠道方面，将五个省的渠道建设列为重点业务事项，结合基础调味品与复合调味品战略，按优先级优化渠道体系，解决执行干扰问题；产品方面，将聚焦重点产品，开发创新品类，在产品不同成长阶段匹配促销资源和组织资源，保障产品健康发展。26Q1公司收购四川味滋美食品股份有限公司55%股权，战略性切入川式复调赛道，有望补强公司餐饮渠道的定制化服务能力，实现BC端资源协同。维持“买入”评级。

美團－Ｗ(03690)出現大手買入11.81萬股，成交價$82.25，涉資971.372萬 AASTOCKS.com

英特尔 公布财报后，多家机构上调其目标价。其中， 摩根大通 将英特尔目标价从35美元上调至45美元，TD Cowen将其目标股价从60美元上调至75美元，杰富瑞将其目标价从60美元上调至80美元，伯恩斯坦将其目标股价从60美元上调至65美元，汇丰将其目标股价从95美元上调至100美元， 摩根士丹利 将其目标股价从56美元上调至73美元。 英特尔周四预计第二季度营收将超过华尔街预期，这凸显了数据中心对该公司用于人工智能的服务器处理器的强劲需求。英特尔预计第二季度营收在138亿美元至148亿美元之间，而预期为130.7亿美元。英特尔第二季度调整后每股利润指导值为20美分，大大超出预期的每股9美分。 责任编辑：王永生

Apple Inc. $AAPL Shares Bought by Aaron Wealth Advisors LLC MarketBeat

Source: Bloomberg, 6:35

Matthew Fowler “Cybercab has started production,” Elon Musk said in a post on X, sharing a video of the same. Musk earlier this week highlighted new-product ramps while cautioning on pace: "We have just started production of Cybercab, and we'll begin production of our Semi truck soon." While also saying initial output will be slow because "whenever you have a new product with a completely new supply chain... you should expect that initial production of Cybercab and Semi will be very slow, but then ramping up... towards the end of the year and certainly next year," he said on the conference call. More on Tesla Tesla's Terafab Dream Tesla Q1 Earnings Review: Joining The CapEx Race Tesla Q1: Trading On Belief, Not Results SpaceX warns inquiries into sexually abusive AI imagery may hurt market access, Reuters reports Tesla after earnings: What do technicals now signal for shares?

Palantir will help Ukraine develop its regions. How exactly will the company's technologies be used? dev.ua

Equilar100昨日（4月23日）发布最新报告，指出 2025 年美国上市企业首席执行官薪酬中位数为2940万美元，同比增长23.2%，是自2021年以来薪酬涨幅最大的一次。受疫情后激励措施的推动，2021年CEO薪酬增长了30.8%。 根据报告公布的榜单前十名，其中有5位CEO突破1亿美元大关。Wayfair CEO尼拉杰·沙阿（Niraj Shah）以2.81亿美元总薪酬位居榜首，博通CEO陈福阳（Hock Tan）以2.05亿美元位列第二。两人的薪酬绝大部分来自与长期业绩目标挂钩的股票奖励。 公开资料显示，Wayfair成立于2002年，总部位于美国波士顿，是北美和欧洲最大的专注于家具、家庭用品的电商平台之一。它被誉为“被家具耽误的科技公司”，连接了超过1.6万家全球供应商与3000多万活跃客户，销售包括灯具、厨具、家具在内的数千万种商品。 股票奖励价值攀升是推高总薪酬的关键动力。2025年股票奖励中位数飙升38.8%，达到2190万美元，占总薪酬比例超70%。现金薪酬同样表现强劲，基本工资增长5.3%，现金奖金提升17.2%。 根据排名，微软首席执行官纳德拉排名第七，2025年总薪酬为9649万美元；英特尔首席执行官陈立武薪酬为9299万美元。 数据显示，库克2025年的总薪酬约为7400万美元。这一金额与他在2024年的收入完全持平，让其稳居最高薪高管榜单第11位。 薪酬差距扩大趋势引发关注。CEO与员工薪酬比中位数从去年的300:1扩大至341:1，增幅达13.7%。尽管员工薪酬中位数也上涨近10%至99229美元，但在企业削减成本与加大AI投资的背景下，持续扩大收入鸿沟。

Arizona State Retirement System Sells 20,866 Shares of Palantir Technologies Inc. $PLTR MarketBeat

隧道股份公告，2026年一季度新增施工订单561个，中标合同量174.19亿元，同比下降9.41%。地下业务33.94亿元，占19.48%，下降49.81%；地上业务140.25亿元，占80.52%，增长12.50%。设计业务664单，12.36亿元，增长68.31%；运营业务182单，31.76亿元，增长2.11%；数字业务24单，8120.26万元，增长670.23%。各业务合计中标219.12亿元，同比下降5.08%。

财联社4月24日讯（编辑 冯轶） 受中东冲突形势变化影响，今日港股港口航运板块再度活跃。 截至发稿，乐舱物流(02490.HK)涨超2%，中国船舶租赁(03877.HK)涨逾1%，中远海控(01919.HK)等个股也有所跟涨。 短线来看，近日美伊第二轮谈判进入反复拉锯的僵持阶段，双方在海上的封锁行动成为了新的博弈焦点。 据媒体援引一名巴基斯坦外交官的话报道，美国与伊朗的谈判“陷入僵局”，进展“非常缓慢”。这名外交官说，美国仍然致力于维持对伊朗的海上封锁。伊方已告知巴基斯坦，美方的封锁是伊朗参与谈判的障碍。 此外，当地时间4月22日，先锋海事情报公司（Vanguard）表示，一艘货船在试图通过霍尔木兹海峡时遭遇袭击。而另一方面，美国中央司令部表示，自4月14日开始对霍尔木兹海峡相关海域实施封锁行动以来，美军已要求31艘船只掉头或返港。 丹麦航运巨头马士基在致客户的最新通告中称，中东局势持续紧张，本周已有三艘集装箱船遭伊朗军队袭击，霍尔木兹海峡目前仍处于“紧紧关闭”状态。 值得一提的是，由于霍尔木兹海峡封锁已接近两个月的时间，对全球航运的影响已开始外溢到其他贸易路线。 据Argus Media汇编的数据，巴拿马运河最繁忙航道的通行费已创下历史新高。该水道过境航道的每日拍卖吸引了相当于美伊冲突前五倍的竞标量，运河中使用最广泛的巴拿马型船闸的平均拍卖通行价格已达到了83.75万美元。 综合来看，由于中东局势反复变化，地缘冲击的尾部风险仍有扩散可能，或加重对全球航运业影响。 展望后市，东方证券研究认为，伊朗不会轻易放松对霍尔木兹海峡的控制，后续通行也将是逐步改善而非一蹴而就。且五月将近，欧美航线将逐步进入传统旺季，运价有望受到提振。

针对美方指责中国“偷窃”美国人工智能实验室知识产权的言论，外交部发言人郭嘉昆24日在例行记者会上答问时表示，美方有关说法毫无根据，是对中国人工智能产业发展成就的污蔑抹黑。中方对此坚决反对。我们敦促美方尊重事实，摒弃偏见，停止对华科技遏压，多做有利于两国科技交流与合作的事。

针对近一个月日本“新型军国主义”恶苗以惊人速度滋长，外交部发言人郭嘉昆24日在例行记者会上答问时说，世人的眼睛是雪亮的，一个行动上推动修改宪法、放宽杀伤性武器出口、部署进攻性导弹、大幅扩充军费的日本，嘴上说得再天花乱坠，也掩盖不了为军事扩张铺路的真实意图。 郭嘉昆说，日本还同北约频频互动，试图将域外军事组织引入亚太，挑动对抗之心昭然若揭。殷鉴不远，不可不察。包括中国在内的地区国家必须保持高度警惕，共同捍卫二战胜利成果，绝不允许日本军国主义死灰复燃，绝不能让历史悲剧再度上演，绝不允许任何人、任何势力破坏和平、为祸地区。(新华社)

格隆汇4月24日｜据央视，外交部发言人郭嘉昆主持例行记者会。在回答有关日本近期一系列动向的问题时，郭嘉昆表示，日本“新型军国主义”成势为患是不争的事实，构成现实的威胁。世人的眼睛是雪亮的，一个行动上推动修改宪法、放宽杀伤性武器出口、部署进攻性导弹、大幅扩充军费的日本，嘴上说得再天花乱坠，也掩盖不了为军事扩张铺路的真实意图。包括中国在内的地区国家必须保持高度警惕，共同捍卫二战胜利成果，绝不允许日本军国主义死灰复燃，绝不能让历史悲剧再度上演，绝不允许任何人、任何势力破坏和平，为祸地区。

格隆汇4月24日丨韩国总统府幕僚长姜勋植周五表示，韩国通过从美洲和非洲进口更多原油，把对中东原油的依赖程度从69%降低到56%。油轮的运输路线也在进行多元化5月份，预计将有2,399万桶来自沙特阿拉伯和1,600万桶来自阿联酋的原油，通过不经过霍尔木兹海峡的航线进口。

格隆汇4月24日｜英国央行一位高级官员警告称，高企的资产价格未能反映市场中的风险水平，并暗示全球市场可能出现下跌。英国央行负责金融稳定的副行长布里登称，当前的股价尚未与市场所面临的经济压力规模相匹配。她表示：“市场存在诸多风险，但资产价格却处于历史高位。我们预计，这种情况最终会有所改变。”这位副行长称，让她“彻夜难眠”的问题是多种经济风险有可能同时爆发。“重大宏观经济冲击发生后，私人信贷的信心会下降，人工智能及其他高风险估值也会重新调整——在这种环境下会发生什么？我们是否做好了应对的准备？”她发表上述言论的这一周，受一系列强劲的企业财报以及特朗普延长与伊朗停火协议的提振，市场风险偏好回升，股市一度攀升至历史新高。