Taiwan Semiconductor earnings beat by $0.23, revenue topped estimates Investing.com Canada

A newly created wealth fund overseen by Abu Dhabi ’s crown prince has signed a $2.3 billion pact for a railway project in Jordan, highlighting the role the entity is likely to play in advancing the emirate’s strategic relationships. L’imad Holding Co. will partner with multiple Jordanian entities to build and operate a railway line connecting phosphate and potash mines to the port of Aqaba, according to a statement Wednesday. Work on the 360 kilometer (220-mile) project is scheduled to begin in 2027 and be completed over five years. “This is the biggest investment that Jordan has witnessed over the past 25 years,” the country’s minister of transport, Nedal Katamine, said by phone. “It’s the largest project concerning transport in Jordan, and among the largest ones in the region.” L’imad’s involvement in the Jordan deal — an extension of a $5.5 billion agreement signed in 2023 — signals the central role the wealth fund is expected to play in Abu Dhabi’s dealmaking. The fund shot to prominence late last year after joining influential Middle Eastern investors backing Paramount Skydance Corp .’s hostile bid for Warner Bros. Discovery Inc . In January, the Crown Prince Sheikh Khaled bin Mohammed became chairman, after which the fund absorbed sovereign investor ADQ . Abu Dhabi has also folded into it the owner of McLaren Automotive and its stake in Chinese electric vehicle maker Nio Inc. Read More: Abu Dhabi Builds a New Deal Machine Around Its Crown Prince Its board is stacked with senior Abu Dhabi executives, including chief executive Jassem Al Zaabi — described by some as among the emirate’s most influential non-royals — and wealth fund Mubadala Investment Co. ’s CEO, Khaldoon Al Mubarak . The $2.3 billion deal is also the latest indication that Abu Dhabi is willing to keep deploying capital despite a regional conflict that’s impacted key energy infrastructure across the Gulf. The United Arab Emirates has been an ally of Jordan and its royal family, and views the count...

格隆汇4月16日丨据英国《每日邮报》，美国白宫打破沉默，就涉及美国核机密科学家的系列死亡与失踪事件表态。白宫新闻秘书莱维特在简报会上首次被问及自2023年以来十名与太空或核机密相关人员的离奇遭遇，但未给出明确答复，仅表示将向相关机构了解情况，并称若属实“值得调查”。公众批评联邦官员未认真对待此模式或试图掩盖，指出其中涉及2月27日失踪的退役空军将军麦卡斯兰。独立调查发现，该事件与多名失踪核官员及科学家死亡存在关联。

台积电：对AI的超级趋势有强烈信心，未来三年的资本支出将显著高于过去三年。 我们正在准备产能以满足客户需求。 内存价格上涨对个人电脑和智能手机市场有一定影响。 努力加快美国亚利桑那州工厂建设进度，希望在亚利桑那州兴建更多晶圆厂。

stevanovicigor Woodward ( WWD ) announced an agreement to sell its pilot controls product line and services to Ontic Engineering and Manufacturing. This includes pilot controls for commercial and defense applications, like throttle quadrant assemblies, rudder pedals, and passive side sticks made at Woodward’s Niles, Illinois facility. The deal is subject to customary closing conditions and regulatory approvals. As part of the deal, Woodward and Ontic will also establish a long-term supply agreement, allowing Woodward to remain the sole supplier of certain components. Additionally, Woodward will provide transition services for 9 to 12 months after the transaction closes to ensure customer delivery. More on Woodward Woodward Risks Flying Too Close To The Sun (Rating Downgrade) Woodward: Extremely Bullish Guidance Reconfirms Aerospace Powerhouse Status Woodward, Inc. (WWD) Q1 2026 Earnings Call Transcript Select industrials hit 52-week highs as investors favor electrification, AI, defense Woodward stock surges after crushing Q1 estimates and aggressively hiking 2026 outlook

4月16日，以“蜂行天下，数驱智能”为主题的觅蜂（Maniformer）发布会在上海张江科学会堂举行。会上，觅蜂科技正式亮相，并发布一站式物理AI数据服务平台。针对物理AI数据极度稀缺、标准缺失等行业瓶颈，觅蜂科技专注打造具身智能数据的平台型供给基础设施。（人民财讯）

寧德時代擬斥300億組建資源集團 加碼上游布局與資本運作 Exmoo

寧德時代擬斥300億組建資源集團 加碼上游布局與資本運作 Exmoo

格隆汇4月16日｜浙商证券研报指出，百隆东方25全年归母净利中枢偏上，产能利用率提升+有效控费强化盈利能力，Q4毛利率修复显著，棉价上涨预期下业绩弹性有望贯穿26全年。从公司披露数据来看，25年子公司越南百隆营收62.1亿（同比+3.6%），净利润6.4亿（同比+27.4%）。越南百隆产能已达130万纱锭，占公司全部产能约78%，持续深化国内+越南双基地产能布局。26年以来，内外棉价格齐涨，截止4/14外棉现货CotlookA指数14550元/吨，年初以来+12.6%，外棉期货ICE2号棉花76.5美分/磅，年初以来+18.3%，中国现货3128B指数16935元/吨，年初以来+8.7%，中国期货CZCE棉花15520元/吨，年初以来+5.9%，低价库存棉转结有望进一步提升公司盈利能力。考虑26/27棉花年度全球减产预期，近期美棉期货价格持续走高，且公司海外产能原料以外棉为主，26年公司有望凭借产能利用率提升以及低价库存转结受益棉价上涨带动量价利齐升。按照分红比例91%估算，股息率7.6%，维持“买入”评级。

4月16日，蚂蚁灵波科技宣布，正式开源流式三维重建模型LingBot-Map。无需复杂硬件，仅靠一颗普通RGB摄像头，就能让机器在视频采集过程中，实时完成相机位姿估计与场景三维结构重建，填补实时空间感知领域的关键技术空白，为机器人、自动驾驶等场景提供更可靠的空间理解能力。（第一财经）

在信贷与存款的“错位”运行影响下，2026年银行头寸始终处于较为充裕状态，市场称之为“自发性宽松” 【财新网】 4月初，AAA级一年期同业存单到期收益率跌至1.475%的历史新低，此后一直在1.5%以下低位徘徊。年初以来存单发行量亦同比下降，持续处于净融出状态。有观点认为，近期同业存贷量价齐跌，核心驱动力来自银行体系自身充裕的资金，称之为“自发性宽松”。 存单利率走低的背后，是货币市场利率中枢的总体下移。跨季后资金面迎来进一步宽松，4月6日至10日，DR001、DR007分别在1.21%—1.23%、1.32%—1.34%区间窄幅震荡，周均利率较上周分别下行5个基点（BP）、8BP至1.22%、1.33%；4月15日当日，分别为1.22%、1.37%。

franckreporter/iStock Unreleased via Getty Images Dutch mapping firm TomTom ( TMOAF ) reported a sharp rise in Q1 operating profit, driven by cost cuts and efficiency gains following its recent reorganization. The company, whose clients include Microsoft ( MSFT ) , Uber ( UBER ) and Volkswagen ( VWAGY ) , has been undergoing a broader strategic shift toward a more product-led and cost-efficient structure, with benefits now beginning to flow through to profitability. Its operating profit in Q1 rose to €13.8M, more than doubling from €5.7M a year earlier. Revenue, however, fell 8% to €129.2M. Q1 diluted EPS stood at €0.11. Operating margin increased to about 11% from 4%, and operating expenses dropped after the company completed its restructuring program last year. Its outlook remains stable; the company expects 2026 group revenue in the range of €495M to €555M, compared with €555M reported in 2025, indicating a broadly flat to slightly lower top-line outlook. "In the first quarter of 2026, we saw broader adoption of our Orbis Maps across customers and applications, and we further strengthened our leading position in Traffic through new partnerships that expand the reach of our real-time and analytical solutions. These agreements underscore the value customers place on the depth and quality of our data." CEO Harold Goddijn said . More on TomTom N.V. TomTom N.V. (TMOAY) Q4 2025 Earnings Call Transcript TomTom N.V. 2025 Q4 - Results - Earnings Call Presentation Historical earnings data for TomTom N.V. Financial information for TomTom N.V.

4月16日多氟多在广西南宁召开2025年业绩说明会。公司表示，2025年公司大圆柱电池出货量达近10GW，位居全国第一。目前该公司新能源电池产品主要涵盖圆柱电池、方形铝壳系锂离子电池以及钠离子电池，在新能源汽车，电动二轮车和三轮车，大规模分布式储能、工商业储能、家用储能系统以及便携式储能等多个领域展现出应用潜力。（人民财讯）

《科创板日报》4月16日讯（编辑 宋子乔） 4月15日，国务院国资委在京召开中央企业低空经济产业发展专题推进会。 此次推进会的召开，进一步明确了中央企业在低空经济产业发展中的引领作用。 会议认为，国务院国资委将低空经济纳入中央企业产业焕新行动，推动中央企业 低空装备 研发不断突破， 低空基础设施 持续完善， 行业场景应用 竞相落地， 产业发展生态 加速构建，有力支撑了低空经济产业良好起步。 会议强调， 中央企业要进一步提高政治站位，深刻认识发展低空经济是助力塑造国际竞争新优势、更好支撑保障国家安全的战略举措，是国资央企培育壮大新质生产力、开辟增长“第二曲线”的迫切需要 ，要切实增强责任感、使命感和紧迫感，加快打造具有国际竞争力的低空经济产业集群。 会议要求，国资央企要在严控风险、确保安全的前提下，坚持因地制宜、稳妥有序推动低空经济高质量发展。 会议明确四项核心要求： 一是强化统筹规划，加大投资力度，当好发展低空经济的长期资本、战略资本、耐心资本； 二是聚焦关键核心技术攻关，提升行业共性技术供给能力，加快低空航空装备创新迭代； 三是担当低空基础设施建设的国家队、主力军，提升现有设施服务保障能力，推动低空基础设施与能源、信息等基础设施协同布局，适配城市应用场景，发展低空智能网联系统； 四是涵养开放共赢的产业生态，对接地方产业规划，开放应用场景，联合产业链上下游培育低空消费新业态，凝聚发展合力。 多家中央企业和地方政府作交流发言，包括航空工业集团、中国电科、中国电信、南方电网等中央企业，以及广州市、成都市负责同志。国家电网、中国联通、中国移动、中国通号等4家中央企业进行了书面交流。国务院国资委有关厅局负责同志参加会议。 2026年低空经济或步入建设提速年 我国低空经济产业空间广阔，市场规模持续扩大。据中国民航局预测，2025年我国低空经济市场规模已达1.5万亿元，无人机运营企业近2万家，eVTOL年度订单总额超300亿元。 2024年，“低空经济”首次写入政府工作报告，中央全会文件首次提出发展低空经济，该年年底国家发改委专设低空经济发展司。2025年政府工作报告再提推动其安全发展，后续政策引导民间投资、拓展应用场景，该年底发布统计分类，标志着低空经济正式纳入国家统计体系。 2026年，3月份的两会政府工作报告再次提到“低空经济”，明确提出鼓励央企国企带头开放应用场景，打造...

Source: Bloomberg, 0:00

小米集團－Ｗ(01810)出現大手賣出19.52萬股，成交價$31.96，涉資623.859萬 AASTOCKS.com

当地时间4月16日，乌克兰敖德萨州军政负责人奥列格·基佩尔通过社交媒体表示，俄罗斯对敖德萨的袭击已造成8人死亡、16人受伤。基佩尔指出，袭击造成严重财产损失，市内多处居民楼、港口及关键基础设施遭损毁，救援人员已赶赴现场开展处置工作。俄方对此暂无回应。（央视新闻）

TotalEnergies SE signaled a strong first quarter as surging energy prices and rising production outside the Middle East helped offset the impact of the Iran war. Results from oil and gas production and trading are expected to rise significantly in the quarter, the French energy giant said in a trading update Thursday, ahead of earnings due later this month. The outbreak of war at the end of February upended markets from crude to jet fuel as shipping through the crucial Strait of Hormuz chokepoint came to a near standstill. Europe’s oil majors have large trading operations that often profit from increased volatility. Shell Plc and BP Plc both reported strong trading performance for the quarter. Total’s trading arm embarked on one of the biggest-ever buying sprees of Middle Eastern oil last month as the war intensified, adding to the upward pressure on prices. It had already been snapping up crude from the North Sea before the start of the conflict, tightening near-term supply. The company managed to keep oil and gas production in line with the previous quarter as new projects in Brazil and Libya mitigated the decline in Middle East output. Tankers and gas carriers were prevented from transiting Hormuz, triggering shut-ins in countries including Iraq, Qatar and the United Arab Emirates — all places where Total operates. Key energy assets across the Persian Gulf have also been halted because of Iranian strikes. Total said last week that the Satorp refinery in Saudi Arabia, a joint venture with Saudi Aramco, was shut after suffering damage in an attack.

《輪動華泰》寧德時代績後創新高 上日最多資金吼美團好倉 AASTOCKS.com

《輪動華泰》寧德時代績後創新高上日最多資金吼美團好倉財經新聞Financial News AASTOCKS.com

Taiwanese chip manufacturer TSMC said Thursday that net profit for January-March leaped to a fresh quarterly record, boosted by the race to develop artificial intelligence technology.TSMC is "supplying chips for artificial intelligence accelerators, next-generation smartphones, and the data centre build-out that is consuming capital at a pace that has surprised even its most bullish observers", Lyall said.

格隆汇4月16日｜台积电(TSM.US)在美股市场的夜盘交易中拉升，一度涨近3%，报385.79美元。 消息面上，公司刚刚公布业绩显示，2026年第一季度营收11341.03亿新台币，同比增长35.1%，高于预期的1.12万亿新台币；净利润5724.8亿新台币(182亿美元)，同比增长58.3%，高于预期的5423.8亿元新台币，并创下历史新高；毛利率66.2％，高于预期的64.5％，背后驱动力是多重因素的叠加：先进制程良率持续改善、产能利用率满载摊薄固定成本、先进制程产品组合溢价效应，以及新台币兑美元汇率的阶段性有利变动(本季度平均汇率31.59，较去年同期32.88升值约3.9%)。一季度先进制程的出货金额占全季晶圆销售总额的74%(3/5/7nm营收占比：25%/36%/13%)。一季度资本开支111亿美元。 台积电预计第二季度营收为390亿-402亿美元(市场预期381.1亿美元；2025年第二季度营收为300.7亿美元)；预计第二季度毛利率为65.5%-67.5%(市场预期64.1％；第一季度为66.2%)；预计第二季度营业利润率为56.5%-58.5%(第一季度为58.1%)。预计2026年资本支出为520-560亿美元的高端水平(原为520-560亿美元；25年资本支出为409亿美元)。台积电将2026年营收增长预期从30%左右上调至30%以上。

Creative Media & Community Trust ( CMCT) announced that its board of directors has approved a 1-for-10 reverse stock split of its common stock, scheduled to take effect at 12:01 a.m. ET on April 20, 2026. The move, effective as of the upcoming Monday morning, will consolidate every ten shares of issued and outstanding common stock into one share. The trading symbol for CMCT common stock on the Nasdaq Global Market will continue to be “CMCT. ” A new CUSIP number of 12564W219 will be effective after the reverse stock split. More on Creative Media & Community Trust Creative Media & Community Trust Corporation (CMCT) Q4 2025 Earnings Call Prepared Remarks Transcript Creative Media & Community Trust to execute 1-for-10 reverse stock split Cmct outlines $16M annual FFO improvement through preferred stock redemption and signals enhanced liquidity Financial information for Creative Media & Community Trust

格隆汇4月16日丨韩国综合指数收盘上涨134.66点，涨幅2.21%，报6226.05点。

格隆汇4月16日｜日经225指数盘中一度涨2.67%，报59688.1点，创历史新高；最终收涨2.38%，报59518.34点，创收盘历史新高。日经225指数年内累涨18.23%。

Key PointsNucor is one of the largest and most diversified steel companies in North America.

TSMC: Q1 Earnings Snapshot WWLTV.com

格隆汇4月16日｜花旗将雅诗兰黛的目标价从120美元下调至92美元，维持“买入”评级。(格隆汇)

芯原股份董事长戴伟民向记者表示，市场关于友商抢单的传言不实。尽管尚未公布一季度业绩，截至2025年末公司在手订单金额达到50.75亿元，连续九个季度保持历史高位。2025年第二、第三、第四季度新签订单金额分别为11.82亿元、15.93亿元、27.11亿元，单季度新签订单金额连续三个季度突破历史新高。2025年末在手订单中，预计一年内转化为收入的比例超80%。充足的订单储备为公司未来业绩兑现筑牢根基，整体经营基本面延续稳健态势。（科创板日报）

格隆汇4月16日｜信达证券研报指出，舍得酒业增长支点突出，收入降幅收窄。2026年一季度实现营收14.81亿元，同比减少6.01%；归母净利润2.32亿元，同比减少33.1%。为了缓解品味舍得的调整压力，公司在中低价位重点发展舍之道，并针对宴席市场推广舍得庆典，同时还有低度产品的布局。总体看来，较宽的产品布局支撑公司收入体量的稳定。相比于传统经销渠道收入的下滑，电商渠道一季度收入2.34亿元，同比增长14.2%，占比持续提升。在行业调整期，公司持续围绕产品力、品牌力、渠道力、组织力“四力提升”，聚焦基地市场及重点市场，坚持“稳价格、控库存、强动销”原则，维护市场的良性发展。预计公司2026-2028年摊薄每股收益分别为0.81元、0.90元、0.95元，维持对公司的“买入”评级。