寧德股價飆 躍市值三哥 超越貴州茅台、中國石油等大咖 聯合新聞網

JMIZIPhotography/iStock via Getty Images Listen here or on the go via Apple Podcasts and Spotify High Yield Investor 's Samuel Smith shares his thoughts on energy, gold and silver (0:40) Context on yield (11:00) Context on dividend cuts (16:20) Updated thoughts on private credit and Blue Owl (18:30) Transcript Rena Sherbill: Samuel Smith, our friend who runs his investing group, High Yield Investor, welcome back to Investing Experts. Samuel Smith: Thanks for having me. Always good to be with you, Rena. Rena Sherbill: Yeah, always great to talk to you. Last time you were on, you were sharing with us your number one pick for the year, which is Blue Owl ( OWL ), which has done fantastically since then. So easy to see why you picked it. J.K. for all those following along. You know, that's not true. So primarily, I wanted to ask your thoughts, your updated thoughts on Blue Owl, but also how you're thinking about this market a lot to contextualize for sure. So maybe a brief reintroduction for those who don't know you. And then if you would share with us your thoughts on this current market, that'd be awesome. Samuel Smith: Sure. I'm Samuel Smith. I run the High Yield Investor group, as Rena just said. I've been an analyst on Seeking Alpha, I believe since 2017 or 2018. So I've been here for a good while. It's my passion. I spend pretty much all day, just about every day doing it. I love exchanging ideas with members of my investing group. I learned a lot from them. Hopefully they learn some things from me. And I'm just happy to be here to discuss the market today and can dig into anything specifically that you had in mind. Rena Sherbill: Maybe just broadly speaking, how you would encourage investors to think about investing. There's obviously with the geopolitical events happening, there's a lot of questions about the safe haven sectors that haven't necessarily reacted the way people have thought. A lot of questions about tech. I know that those aren't the things that you...

Key PointsAmazon has a lot of great things going on in its e-commerce and cloud computing businesses, while satellite internet adds another potential growth driver.

据知情官员称，一些海湾阿拉伯国家和欧洲领导人认为，美伊达成和平协议大约需要六个月时间，交战方应将停火延长至覆盖这段时间。 知情官员表示，这些领导人希望立即重开霍尔木兹海峡以恢复能源流动，并在私下警告称，如果到下个月仍未实现，全球可能出现粮食危机。 他们还表示，如果战争持续更长时间，能源价格可能进一步上涨。消息发布后，布伦特扩大涨势，日内上涨约4.5%，突破每桶99美元。 这些知情官员称，海湾国家认为伊朗仍有意发展核武器，美以轰炸伊朗后并没有改变这一点。因此，他们认为任何和平协议都应禁止伊朗进行铀浓缩或拥有远程弹道导弹。 不过，这些官员表示，海湾国家领导人大多反对重启战事，希望美国寻求与伊朗进行外交斡旋。 阿联酋外交部引述4月8日的声明，称必须“无条件重开霍尔木兹海峡”。 阿联酋的声明“强调需要采取全面且持续的方式，应对伊朗带来的各类威胁，包括其核能力、弹道导弹、无人机、军事能力以及相关代理人和恐怖组织。” 前英国驻伊朗大使Rob Macaire表示：“短期内美国和伊朗不会达成协议。总统唐纳德·特朗普之所以表现乐观，是因为他知道对市场的影响。” 责任编辑：丁文武

US Markets Rise Amid Ceasefire Talks; AAPL and TSLA Experience M GuruFocus

The four crew members gave their first press conference since they splashed down nearly a week ago, and emphasised hope and unity.

Century Aluminum Co. started producing metal from an expansion at its South Carolina smelter in a rare increase in US aluminum output. The project, which is set to reach full production by the end of June, is expected to lift total US primary aluminum production by about 10%, the company said Thursday . The Mt. Holly expansion has also created more than 125 jobs, the company said. The US aluminum industry has declined sharply since the early 2000s, with high energy costs and competition from lower-cost producers overseas forcing smelter closures. That has left the country increasingly reliant on imports even as aluminum demand grows in sectors like construction, autos and packaging. The Trump administration has been pushing industry to rebuild domestic supply chains for critical minerals to reduce its dependence on foreign supplies. Century Aluminum said the expansion in South Carolina would strengthen its position in the US. Read More: Alcoa Misses Estimates on Weaker-Than-Expected Output, Shipments US aluminum prices have surged following President Donald Trump’s tariffs on foreign imports of the metal, throwing the market into disarray and driving up costs for domestic consumers. Still, aluminum producers have been reluctant to boost production due to higher energy costs. Alcoa Corp. , which owns a smelter in Indiana, has refrained from expanding production at the underutilized facility because it said doing so would cost around $100 million. Century Aluminum is also partnering with Emirates Global Aluminum to build the first new US plant to produce the lightweight metal since 1980 in Oklahoma.

Mario Tama/Getty Images News Netflix ( NFLX ) shares turned negative as investors looked past a strong Q1 beat and fixated instead on guidance that fell short of expectations for the current quarter and full year. NFLX stock has gained approximately 18.5% year-to-date through April, a resilience that has been closely tracked by a range of ETFs tied to the streaming giant, from leveraged plays to income-focused products. The following list ranks Netflix-related ETFs by their year-to-date performance. The list is topped by Direxion Daily NFLX Bull 2X ETF ( NFXL ), with a YTD performance of 22.25%. Roundhill NFLX WeeklyPay ETF ( NFLW ) and Truth Social American Icons ETF ( TSIC ) follow with gains of 4.53% and 3.83%, respectively. On the lower end of the performance spectrum, several funds have posted negative returns year-to-date. Invesco Next Gen Media and Gaming ETF ( GGME ) sits at the bottom with a YTD decline of 7.48%, while FT Vest Dow Jones Internet & Target Income ETF ( FDND ) and REX FANG & Innovation Equity Premium Income ETF ( FEPI ) have also struggled with losses. Here is the list: Direxion Daily NFLX Bull 2X ETF ( NFXL ), YTD perf: 22.25%, Quant rating: Hold 3.21 Roundhill NFLX WeeklyPay ETF ( NFLW ), YTD perf: 4.53% Truth Social American Icons ETF ( TSIC ), YTD perf: 3.83% iShares S&P 500 Communication Sctr UCITS ETF USD A ( IVSPF ), YTD perf: 0.74% First Trust Dow Jones Internet Index Fund ETF ( FDN ), YTD perf: -3.87%, Quant rating: Hold 2.68 REX FANG & Innovation Equity Premium Income ETF ( FEPI ), YTD perf: -5.77%, Quant rating: Sell 2.39 FT Vest Dow Jones Internet & Target Income ETF ( FDND ), YTD perf: -5.91%, Quant rating: Not Covered Invesco Next Gen Media and Gaming ETF ( GGME ), YTD perf: -7.48%, Quant rating: Sell 2.26 More on Netflix related ETFs Netflix Earnings Preview: Q1 2026 Wall Street Lunch: Netflix Draws Bullish Backing As Ad Revenue Seen Doubling To $3B Wall Street Brunch: Earnings Arrive Amid Hormuz Standoff Baseball streaming righ...

根据S&P Global Mobility提供的注册数据，在去年第四季度登记的7071辆Cybertruck中，SpaceX购入了1279辆，占比超过18%。同期，马斯克旗下的其他企业还购入了另外60辆。这意味着在该季度注册的Cybertruck中，几乎每五辆就有一辆是在马斯克商业版图内部“自买自卖”的。这些采购金额很可能超过1亿美元，而且这种情况今年仍在持续。（财联社）

Source: Bloomberg, 0:00

Key PointsNetflix reported higher-than-expected earnings due to the breakup fee it received from Warner Bros. Discovery after a deal to acquire certain assets fell apart.

Will Microsoft Stock (MSFT) Continue Its Rally? William Power Weighs In TipRanks

U.S. utility NiSource said on Thursday it had signed a long-term energy supply agreement with a unit ‌of Alphabet to support a large data center in northern ‌Indiana. The company also said it had expanded an agreement with Amazon to speed up ​power delivery to its sites and bring forward bill credits for households. • Big Tech firms have been scouring for new, reliable and cleaner energy sources to power their rapidly expanding data centers, which are being driven ‌by the increasing use of ⁠artificial-intelligence applications.

Source: Bloomberg, 50:18

A few healthcare companies garner much of the attention in the sector. The list includes Eli Lilly , Johnson & Johnson , UnitedHealth Group , and several others. However, beyond those giants, there are plenty of lesser-known healthcare stocks worth serious consideration. Let's consider three of them: Krystal Biotech (NASDAQ: KRYS) , Madrigal Pharmaceuticals (NASDAQ: MDGL) , and Exelixis (NASDAQ: EXEL) . Here is why these three biotech companies are worth adding to your watch list, despite not being major players in the industry. Image source: Getty Images. Kystal Biotech focuses on developing medicines for rare diseases. In 2023, the company earned approval for Vyjuvek, a gene therapy for Dystrophic Epidermolysis Bullosa (DEB), a genetic disorder that makes patients' skin extremely fragile. People with DEB suffer injuries and blisters from minimal friction. Vyjuvek was the first therapy approved in the U.S. to treat it, and since then, it has made significant commercial progress. Continue reading

Scientist Suggests Dark Matter Could Be Black Holes From A Different Universe Authored by Steve Watson via Modernity.news, While the scientific establishment has spent decades chasing invisible particles that never quite show up, a leading cosmologist has dropped a theory that turns everything on its head: dark matter isn’t some exotic new particle. It could be ancient black holes that survived from an entirely different universe . This idea, laid out by Professor Enrique Gaztanaga of the University of Portsmouth, doesn’t just tackle one cosmic puzzle. It offers a clean fix for the Big Bang’s thorniest problems and lines up with fresh observations that have astronomers scrambling. Gaztanaga argues the elusive substance that makes up roughly 27 per cent of the universe’s mass may actually be “relic” black holes formed in a previous collapsing phase of the cosmos. What is dark matter? Elusive substance could be made of black holes from a different UNIVERSE, scientist claims https://t.co/GdjXzdJ1Ee — Daily Mail (@DailyMail) April 15, 2026 “The idea is that dark matter may not be a new particle, but instead a population of black holes formed in a previous collapsing phase and bounce of the Universe,” Professor Gaztanaga says. He rejects the standard singularity model where everything explodes from an infinitely dense point that breaks physics. Instead, he proposes a “bouncing” universe. “The Big Bang corresponds to a bounce from a previous collapsing phase, rather than the absolute beginning of everything,” the Professor Gaztanaga further noted, adding “So it is the start of the expansion we observe, but not necessarily the beginning of time itself.” In this picture, black holes from the collapsing galaxies of that earlier universe survived the bounce and now drift through our cosmos, exerting gravity without emitting light. We may have been wrong about wormholes. Recent research challenges the popular notion that wormholes—hypothetical tunnels through spacetime enablin...

格隆汇4月17日｜截至当天收盘，纽约商品交易所5月交货的轻质原油期货价格上涨3.40美元，收于每桶94.69美元，涨幅为3.72%；6月交货的伦敦布伦特原油期货价格上涨4.46美元，收于每桶99.39美元，涨幅为4.7%。

G7 finance chiefs say it is urgent to limit Middle East war's cost to global economy Reuters

madphane/iStock via Getty Images Well, finally, the long-announced revival of Richardson Electronics, Ltd. ( RELL ) is taking shape. We were a little early on this one, expecting the wafer fab equipment business to boom at least a year ago. It matters a great deal, as it's Richardson's highest-margin business, with Lam Research ( LRCX ) as its most important customer. In a typical boom, revenue can double from $20M to $40M, and given the gross margins, this greatly adds to income. See the previous boom in 2022 and the share price: Data by YCharts We're not there yet, but there are some additional factors in the company's favor: Management expects this boom to last longer than the usual CapEx 6-12 month cycles, given that it's mostly driven by the secular tailwind caused by the AI datacenter buildout. The company now has another growth business, GES, that is maturing, providing additional growth. Mind you, things are only just beginning to heat up (apart from the backlog). Q3 revenue was just 3.1% higher compared to last year, although that becomes 6% when correcting for the healthcare divestiture. Gross margin increased a tad (90 bp to 31.9%), and the company swung to a profit of $900K ($0.07 per diluted share). PMT In the PMT (Power & Microwave Technologies) segment that contains the wafer fab equipment business, things were a little better as that business is taking off. PMT revenue growth was 9.7%, and excluding healthcare, it was 14.5%, although this was also the result of other lines growing, like the RF/Microwave products used in SATCOM, radar, and microwave communications. The PMT backlog ended Q3 up 11% to $75.4M. So we would say a good quarter, but not a blowout. That still is in the cards. GES In GES (Green Energy Solutions), sales actually declined a bit to $8.3M, but there are expectations for more. Backlog for core Pitch Energy Modules (PEMs) grew 15%, with total GES backlog at $40M, from the Q3 Earnings Call : So it's a very project-based business, whi...