In late March 2026, Qualcomm announced a US$20.00 billion share buyback and lifted its quarterly dividend from US$0.89 to US$0.92 per share, even as analysts issued mixed views on its prospects beyond smartphones. These shareholder-friendly moves, alongside concerns about handset headwinds and the Apple relationship, highlight how Qualcomm is using capital returns to support investor confidence while its diversification into automotive, PCs, and data centers is still developing. Next, we’ll...

Will Qualcomm’s US$20 Billion Buyback And Dividend Hike Change QUALCOMM's (QCOM) Narrative? Yahoo Finance

Will Qualcomm’s US$20 Billion Buyback And Dividend Hike Change QUALCOMM's (QCOM) Narrative? finance.yahoo.com

Roberto Mazzarella, head of a notorious Camorra clan, had been on the run for more than a year An Italian mafia boss, who was one of Italy’s most dangerous fugitives, has been arrested on murder charges after more than a year on the run, Italian police said on Saturday. Roberto Mazzarella was the head of the notorious Mazzarella clan of the Camorra – the Naples-based organised crime gang. Continue reading...

Bath hold off a brave effort from out-of-form Saracens to book their place in the Champions Cup quarter-finals.

Bloomberg Tech's Ed Ludlow joins Christina Ruffini and Joe Mathieu on Bloomberg This Weekend to discuss Artemis II's progress on their historic mission to the moon. (Source: Bloomberg)

Key PointsSilver soared 144% last year as investors bought precious metals to hedge against global uncertainty.

Spotlight intensifies on Liverpool’s manager, but what of a group of players who effectively surrendered against Manchester City? Budapest or bust it is, then, for Liverpool’s hopes of silverware this season and quite possibly Arne Slot’s prospects of remaining in his job, although thoughts of this team reaching a Champions League final appear ludicrous in light of their gutless exit from the FA Cup. A pity whistle on 90.04 from the referee, Michael Oliver, sounded an appropriate death knell for a pitiful performance by the fading Premier League champions. So much for a shot at redemption for Liverpool and Slot as a defining period of five matches in 16 days commenced in humiliating fashion. Continue reading...

DWS Invest-Top Asia I (DWSC.MU) 互動股市圖表 Yahoo 財經

Guido Mieth/DigitalVision via Getty Images Introduction Back when I first covered Hess Midstream LP ( HESM ), I highlighted their strong cash flow and resilient financials despite recent pressure resulting from macro issues, supporting their solid yield. Following a strong end of the year and a pivot away from their investments into a focus on capital returns and balance sheet improvements, HESM remains a Buy despite returning ~20% since then, proving their resilience in the face of macro uncertainty, despite potential near-term inflationary pressure, still trading at a solid valuation that allows them to pay a strong, competitive, and sustainable yield. Time to Reap The Rewards Hess Midstream LP IR HESM reported a strong end of the year, beating the market’s EPS estimates despite missing the revenue ones, with the Adj. FCF reaching $779 million, marking the end of their CAPEX-intensive cycle and preparing to enjoy significant benefits from their investments and a significant drop in CAPEX back to normal levels. Hess Midstream LP IR After investing significant amounts over the past couple of years, building their infrastructure in an effort to keep up with rising upstream production needs and building their capacity for the long-term, HESM is now pivoting towards capital returns, targeting 5% distribution growth through 2028, with potential for buybacks and debt repayments on top. In fact, about a month ago, HESM announced signing $60 million worth of repurchases from the sponsor and the public, which would bring the ownership to ~62.2% for the public and ~37.8% for Chevron ( CVX ), which bought Hess Corporation not long ago . As a result, HESM expects their Adjusted FCF to grow to $850 million to $900 million and then grow at a 10% annual growth rate from that point to 2028, expecting their distribution growth to be funded even at minimum volume commitment levels, which is very attractive. By 2028, they expect to generate roughly $1 billion in Adj. FCF after distri...

Chayada Jeeratheepatanont Real estate stocks closed the week higher, but snapped their monthly winning streak in March. The sector outperformed broader markets for the second consecutive month of 2026 in February, cementing expectations of a REIT revival in 2026. However, March was different. Treasury yields surged in the month of March, marking their most significant monthly increase since 2024 as investors recalibrated expectations around interest rates and economic resilience due to the ongoing Middle East conflict. The sharp rise was most pronounced in shorter-dated securities, with the rate-sensitive U.S. 2-Year Treasury yield ( US2Y ) climbing 41 basis points over the month to 3.79%. Longer-term yields also moved decisively higher, reflecting persistent inflation concerns and shifting market sentiment. The benchmark U.S. 10-year Treasury yield ( US10Y ) rose substantially, gaining several dozen basis points to hover near 4.32%. Meanwhile, the U.S. 30-year Treasury yield ( US30Y ) followed suit, advancing 28 basis points to 4.89%. The synchronized increase across the yield curve underscores a broad repricing in fixed-income markets, as investors weigh the outlook for monetary policy, inflation, and overall economic strength for the second quarter. Mortgage rates continued to rise throughout the month, while mortgage applications continued to dwindle . "Significant uncertainty affecting all asset classes emerged over the prior month as the war with Iran has continued. Prior to the conflict, most REIT sectors had accumulated solid year-to-date returns," noted Nareit in its recent report. As of March 31, the dividend yield on the FTSE Nareit All Equity REITs index was 4.00% and the FTSE Nareit Mortgage REITs Index yielded 12.96%, compared to 1.17% for the S&P 500, added Nareit. The S&P 500 Real Estate Index Sector ( SP500-60 ) declined 5.78% month-over-month in March to 259.98 points, while the accompanying State Street Real Estate Select Sector SPDR ETF ( XLRE ) ...

Exclusive: Guardian investigation finds several clinics making potentially unlawful claims about benefits of unregulated therapies What are peptides, are they safe and is there evidence to back up the hype? The medicines regulator is investigating whether UK clinics are breaking the law by making claims about the benefits of unregulated, experimental peptide therapies, the Guardian can reveal. Interest in experimental peptides has boomed in recent years. The substances are delivered by injection and are touted by sellers, influencers and even some medics as aiding everything from anti-ageing to recovery from injury. Continue reading...

股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 300012 华测检测 现金流表现亮眼，国际化布局加速推进 - 0.700 20.65 专业服务 null

股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 920270 天铭科技 2025年业绩承压，募投项目结项+电动踏板驱动关节等新品布局勾勒发展蓝图 增持 维持 0.420 36.33 汽车零部件 null

蒙牛（乳制品企业）与益普索（Ipsos，全球知名市场研究机构）联合发布 益普索是全球领先的独立市场研究公司，在消费者洞察、行业趋势分析方面具有国际权威性；蒙牛作为乳品行业头部企业，提供产业实践视角。双方结合专业研究方法与行业数据，报告具备较高可信度和参考价值。 未明确具体样本量，报告基于公开数据、行业研究及益普索内部数据。 主要数据周期为 2023-2025 年，重点分析 2025 年及 2026 年春季趋势；报告发布于 2026 年。 数据更新至 2025 年（如茶饮规模 3020 亿元、门店增速 3.5%等），对 2026 年茶咖市场趋势具有强时效性。

宝宝护肤行业定义及分类 宝宝护肤产品是指适用于年龄在12岁以下（含12岁）儿童，具有清洁、保湿、爽身、防晒等功效的化妆品，依据《儿童化妆品监督管理规定》和《化妆品分类规则和分类目录》进行监管。 2026年规模突破200亿 中国宝宝护肤市场历经疫情冲击后快速复苏，已从高速成长期正式迈入稳健增长通道，预计2026年市场规模将持续扩容至203亿元，年复合增速稳定在7%-8%区间，婴童护肤消费的刚性与长期增长确定性凸显，赛道长期发展空间广阔。 蓝海赛道：细分功效+技术背书 红海核心赛道：宝宝/儿童/面霜/保湿等基础卖点需求超4600万，是当前市场核心，但供给端高度同质化，新品牌突围难度大。 蓝海增量机会：婴童护肤已从基础品类的红海厮杀，转向细分功效、技术背书的精细化、差异化竞争，赛道升级趋势明确。敏感肌、舒缓、中国发明专利等卖点需求旺盛，但供给严重不足，供需缺口显著，是差异化增长的核心机会。

股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 601107 四川成渝 降本增效驱动业绩稳健，荆宜并表有望增厚26年利润 买入 维持 0.550 10.66 铁路公路 null

股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 920225 利通科技 海洋油气、核电、数据中心等流体板块业务稳步推进，超高压装备板块有望实现新场景渗透 增持 维持 0.800 30.46 橡胶 null

内容概览 头部新综《宇宙闪烁请注意》领跑，2026Q1累计正片有效播放3.4亿，在新综热播榜单日市占率峰值超70%；《大侦探第十一季》《奔跑吧·天路篇》《你好，星期六2026》《现在就出发第3季》4部综N代累计正片有效播放均破1亿。 云合评级S+2026Q1共3部综艺获云合评级S+，分别为《宇宙闪烁请注意》《大侦探第十一季》《魔力歌先生》。 流量2026Q1全网综艺TOP20累计正片有效播放19.7亿，同比缩减12%。 综N代霸屏，2026Q1“大侦探”“奔跑吧”“你好，星期六”“现在就出发”等国民级综代守住基本盘，在全网有效播放TOP20中综N代共17个，正片有效播放占比75%。 新综强势破局，全网有效播放TOP20中，新综有效播放占比由10%增至25%，《宇宙闪烁请注意》《主咖和Ta的朋友们》《日落时分说爱你》表现亮眼。上新2026Q1上新国产季播综艺55部（不含晚会、衍生、年播综艺），同比减少5部；其中综N代上新28部，同比增加1部；新综上新27部，同比减少6部。爱芒腾优四家平台各自上新量在16-20部之间。 独播/拼播2026Q1季播综N代拼播部数占比达43%，同比增加2成；新综中除《中国红妆》一部在爱腾优B站等六家平台拼播，其余均为独播。IP经典IP重启焕新，《中国新声代2026》《亲爱的·客栈2026》等回归；新综轻量化布局，2026Q1季播综艺中，4成新综单视频平均时长低于30分钟。题材2026Q1在更季播综艺流量高度集中于游戏/旅游赛道，正片有效播放占比达40%；推理赛道“大侦探”系列IP长青，情感、音乐赛道多档新综引领创新，其正片有效播放占比均超10%；脱口秀/喜剧赛道成为各平台独播新综重要阵地。 全舆情热度《大侦探第十一季》《你好，星期六2026》《宇宙闪烁请注意》全舆情热度登顶均超10天；《乘风2026》先导片上线后，全舆情热度登顶并刷新Q1综艺纪录。

股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 920640 富士达 2025年归母净利润yoy+52%，紧跟商业航天发展趋势、布局量子科技等前沿领域 增持 维持 0.530 61.91 通信设备 null

股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 920978 开特股份 2025年报点评：执行器与控制器双轮驱动，储能CCS新品增速显著 买入 维持 1.190 22.44 汽车零部件 null

股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 601126 四方股份 业务规模稳步扩张，SST新品发布赋能成长 买入 维持 1.200 37.00 电网设备 null

股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 300595 欧普康视 2025年业绩承压，期待逐步恢复 增持 维持 0.620 22.16 医疗器械 null

投资要点： 铜：铜价维持弱势震荡，国内库存大幅去化。本周伦铜/沪铜/美铜涨跌幅分别为+0.99%/+0.33%/+4.03%。库存端，国内库存大幅去化，伦铜/纽铜/沪铜库存分别为36.4万吨/58.8万短吨/30.1万吨，环比变化+1.17%/-0.19%/-16.16%；国内电解铜社会库存36.7万吨，环比-14.04%。需求方面，电解铜杆周度开工率83.59%，环比增加0.42pct。铜价回落驱动下游开工和补库，本周国内库存大幅去化。宏观方面，本周五美国3月非农大超预期，3月失业率4.3%低于预期，预计美联储降息预期继续降温，叠加伊朗战争导致油价大幅上涨，美国通胀预期回升，再次压制降息预期，铜价短期预计维持弱势震荡，重点关注美伊战争持续性和进展。中长期看，铜矿资本开支不足，供给端扰动频发，铜矿供需格局或将由紧平衡转向短缺，叠加美联储进入降息周期，铜价中长期有望上行。建议关注：紫金矿业、洛阳钼业、江西铜业、中国有色矿业、五矿资源、铜陵有色、金诚信、西部矿业。 铝：中东供给扰动加剧，铝价有望上行。1）氧化铝：本周国内小幅去库，考虑到新建项目陆续投产，氧化铝价格后市或承压。本周氧化铝价格持平为2785元/吨，截至本周四，冶金级氧化铝运行产能达8627万吨/年，周度开工率降低0.23pct为76.2%。本周国内氧化铝小幅去库2.2万吨，后续伴随广西地区新建氧化铝项目陆续投产，供给宽松下氧化铝价格或承压。2）电解铝：中东供给扰动加剧，铝价有望上行。本周沪铝上涨3.35%至2.47万元/吨，伦铝价格上涨5.68%至3424美元/吨，电解铝毛利8593元/吨，环比增加5.33%。库存方面，国内库存持续累积，伦铝库存41.20万吨，环比减少2.12%，沪铝库存47.01万吨，环比增加3.42%，国内现货库存为138.70万吨，环比增加2.82%。海外供给方面，4月3日，阿联酋环球铝业（EGA）宣称其旗下AlTaweelah铝综合体遭伊朗导弹和无人机袭击，受损严重，电解铝生产完全恢复时间可能长达1年。AlTaweelah铝综合体2025年电解铝产量达160万吨，占海外电解铝产量5.3%，占全球电解铝产量2.2%。伴随战争持续，中东电解铝供应扰动有进一步加剧的风险，海外电解铝缺口或将持续放大，铝价有望大幅上行。中长期看，供给端，国内电解铝运行产能接近天花板，海外在建项目进度缓慢，而...

股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 688161 威高骨科 骨科平台型公司，全球化布局提速 买入 维持 0.840 36.27 医疗器械 null

财联社4月4日讯（编辑 牛占林） 据央视新闻报道，当地时间周六(4月4日)，美国总统特朗普在社交平台Truth Social上发文，就伊朗问题再次发出强硬表态，称如果霍尔木兹海峡不在最后期限内重新开放，将进一步升级打击行动。 特朗普表示：“记得我曾给伊朗10天时间去达成协议或重新开放霍尔木兹海峡。时间正在耗尽——48小时后，地狱将降临到他们头上。” 在3月26日，特朗普曾表示，应伊朗政府请求，他将暂停对伊朗能源设施的打击期限延长10天，至4月6日。 特朗普周三在白宫电视讲话中告诉美国民众，他预计对伊战争还将持续两至三周，但同时强调冲突已接近尾声。“我们将完成任务，而且会迅速完成。” 在特朗普发出上述威胁之际，美国军方继续搜寻一名失踪的美国空军人员。此前，一架F-15E战斗机于周五在伊朗西南部被击落。目前已有一名机组人员获救，但第二名人员仍下落不明，美伊双方正在同时展开搜寻。 伊朗和美国均证实，伊朗方面击落了这架双座F-15E战机。与此同时，两名美国官员表示，另一架美军A-10“疣猪”攻击机在科威特遭伊朗火力打击后坠毁，其飞行员已成功弹射逃生。 两名美国官员透露，在伊朗境内执行搜救任务的两架“黑鹰”直升机也曾遭伊朗火力攻击，但最终成功撤离伊朗领空。 这名空军人员可能被俘的情况在华盛顿引发了担忧，担心这可能成为伊朗的谈判筹码。这是自战争爆发以来，伊朗军队首次在其境内成功击落美国作战飞机。 与此同时，伊朗外交部长阿拉格齐原则上为与美国的和谈留了余地，同时有消息指巴基斯坦正在进行调解，但他并未表现出伊朗愿意屈从于特朗普要求的迹象。 阿拉格齐在社交平台X上表示：“我们高度赞赏巴基斯坦的努力，也从未拒绝前往伊斯兰堡谈判。我们关心的是如何以决定性且持久的方式结束强加于我们的非法战争。” 伊朗持续向中东地区发射导弹和无人机。阿联酋称其过去24小时内拦截了数十个来袭威胁。 迪拜媒体办公室表示，美国科技巨头甲骨文公司在迪拜的办公室被坠落碎片损坏，事件未造成人员伤亡，伊朗继续向中东发射导弹，以报复美国和以色列的袭击。 伊朗伊斯兰革命卫队威胁，将对在中东开展业务的一系列美国科技公司实施打击，包括英伟达、苹果、微软和谷歌等。 风险管理公司Healix首席执行官詹姆斯·亨德森评论称，针对科技公司的威胁上升并非昙花一现，而是一种持续的模式。“科技资产正被视为冲突的一部分，而不再是外围因素。这也意...

Source: Bloomberg, 41:15

格隆汇4月4日｜据俄罗斯卫星网4月4日消息，伊朗驻开罗外交使团团长莫杰塔巴·费尔多乌西普尔在接受该媒体采访时称，伊朗倾向于通过外交途径解决问题，但美国和以色列曾在谈判期间两次对伊朗发动袭击。费尔多乌西普尔称，"我们在危机期间始终秉持外交手段。2025年我们曾坐在谈判桌前，但当时美国和以色列袭击了我们。此后在达成协议方面取得进展，但随后袭击事件再次发生。"美国和以色列于2月28日开始对伊朗境内目标实施打击。伊朗对以色列领土及美国在中东的军事目标进行回击。

A student who featured in a controversial Hong Kong documentary has said she did not give her consent to it being shown at an Italian film festival, reiterating her objection to it being screened publicly. Ah Ling, one of six students who featured in the coming-of-age documentary To My Nineteen-Year-Old Self, said she was only notified by Ying Wa Girls’ School on Friday that the film would be screened at the Far East Film Festival in Udine, Italy, this month. The school also did not address her...