Y.D. More Investments Ltd Lowers Stake in Meta Platforms, Inc. $META MarketBeat

V2 Financial group LLC Purchases 8,295 Shares of Alphabet Inc. $GOOG MarketBeat

尽管与伊朗战争相关的能源成本大幅上升，美国3月批发价格涨幅仍低于预期。 美国劳工统计局周二公布的数据显示，3月生产者价格指数环比上涨0.5%，2月升幅经修正后也是0.5%。剔除食品和能源的核心指标仅上涨0.1%。 指标 实际值 预估值 最终需求PPI（环比） +0.5% +1.1% 剔除食品和能源的PPI（环比） +0.1% +0.4% 最终需求PPI（同比） +4.0% +4.6% 剔除食品和能源的PPI（同比） +3.8% +4.1% 这项生产者价格数据公布前，上周公布的数据显示，美国3月消费者价格因汽油价格飙升而上涨，但核心通胀低于预期。对消费者而言，当前最初的影响主要仍局限于能源领域；但未来数月，随着战争对生产和航运造成扰动，企业可能面临更广泛工业投入品成本上升的压力。 美国劳工统计局表示，汽油价格近16%的涨幅占商品价格涨幅的近一半，而商品价格涨幅创下2023年8月以来的最高。尽管运输和仓储成本大幅上涨，但服务价格基本持平。 责任编辑：陈钰嘉

格隆汇4月14日｜国际货币基金组织将2026年全球经济增长预期从1月份的3.3%下调至3.1%。国际货币基金组织警告称，最坏情况下全球经济将出现衰退。

4月10日，新易盛股价大涨6.63%，以522.5元/股收盘，市值达5193.7亿元，超过泸州老窖在2021年2月创下的4800亿元市值纪录，成为四川上市公司历史市值第二名，同时也成为中西部第三家5000亿市值的上市民企。4月14日，新易盛以520元/股收盘，总市值维持在5169亿元。 目前新易盛尚未发布2025年年报，但据其预测，2025年归属于上市公司股东的净利润为94亿元-99亿元，同比增长231.24%-248.86%。 但在高光之下，实控人违规减持被罚，研发投入不及竞争对手都为新易盛的发展蒙上了一层阴影。新易盛能否继续保持业绩的高速发展？ 押中5G商业化 在新易盛（300502.SZ）的发展过程中，其踩中了两次行业风口。 1998年，在乐山无线电厂光通信分厂工作近十年的高光荣辞职创业，与人合伙创立了成都光通电子有限公司，主要负责代理销售光通信产品，包括光纤，光缆，光模块等。2002年，高光荣又与人合伙创办了成都光盛通信技术有限公司，开始自主研发光通信产品。 2008年，高光荣创办的光盛通信与其竞争对手胡学民创办的成都易杰龙科技有限公司握手言和，双方合并成立了成都新易盛通信技术有限公司。 2016年2月，新易盛在创业板上市。据招股书显示，其为专注于光通信领域传输和接入技术的高新技术企业，专业从事光模块的研发及制造。 在上市募资中，有2.6亿元用于光模块生产线建设项目，建设周期为1.5年。该项目共增加光模块生产线48条。其中，4.25G光模块生产线11条，10G光模块生产线30条，40G/100G光模块生产线7条。与之相配套的TOSA生产线、ROSA生产线和BOSA生产线各3条。项目建成后，新增年产光模块229.53万支的生产能力。 这些正是发展5G的基础。2019年，5G在国内正式商用，这一年，新易盛收入11.65亿元，同比增长53.28%；归属于上市公司股东的净利润2.13亿元，同比增长568.68%。 在2019年年报中，新易盛表示，公司高速率光模块、5G相关光模块、光器件相关研发项目取得多项突破，高速率产品销售占比的大幅提升。公司是国内少数批量交付100G光模块、400G光模块、掌握高速率光器件芯片封装和光器件封装的企业，成功出样业界最低功耗的400G系列光模块产品助力超大数据中心和云网络升级。 在随后几年里，新易盛的业绩持续上涨，但增速明显放缓。20...

Manager’s future has been talking point for months Players told of exit after training on Tuesday afternoon Andoni Iraola has informed Bournemouth he will leave the club when his contract expires at the end of the season. He is expected to consider his options this summer with several Premier League jobs potentially arising. The 43-year-old’s departure could also open the door for the Basque to join his boyhood club Athletic Bilbao, but the former Borussia Dortmund head coach Edin Terzic is thought to be the frontrunner to succeed Ernesto Valverde. Continue reading...

Amazon (AMZN.US) will acquire Globalstar (GSAT.US) for $11.6 billion to directly compete with Starlink. 富途牛牛

US wholesale prices rose by less than expected in March, as the producer price index increased 0.5% after a revised 0.5% rise in February. Michael McKee reports on Bloomberg Television. (Source: Bloomberg)

一家你已经近乎遗忘的百年老店正重新成为华尔街投资者追捧的热点。 曾经的胶卷巨头——伊士曼柯达公司（Eastman Kodak Company）的股价上周触及每股12.46美元，创下52周新高，累计涨幅接近100%，而在约一年前，这只股票还在4.94美元的历史性低位徘徊。 尽管对于柯达的长期投资者而言，这个数字仍然与1999年78美元的巅峰相去甚远，但与2020年3月疫情暴发之初时每股1.55美元的低点相比，已是近8倍的涨幅。 资本市场之所以为之侧目，并非因为绝对价格的高企，而是因为这家曾在2012年申请破产保护、去年又因债务问题被市场反复质疑的百年影像巨头，正以一种出人意料的方式重回正轨。 柯达公司近一年股价走势（数据&图源：CNBC） 胶卷之王的悲歌 柯达的名字与上世纪的“胶 卷 时代”紧密相连，或者说，柯达曾经就是胶卷的代名词。 在20世纪最辉煌的时期，柯达曾占据美国约90%的胶卷市场与85%的相机市场份额。1981年，公司年销售额突破100亿美元，其品牌与产品遍布全球每一个角落。然而，正是这份巨大成功，埋下了日后危机的种子。 1975年，柯达工程师史蒂文·赛尚（Steven Sasson）发明了世界上第一台数码相机，但公司管理层担忧新技术会冲击利润丰厚的胶卷业务，将这项颠覆性发明束之高阁。 此后数十年间，富士、佳能、尼康等日本企业抓住机遇，迅速占领了数码相机市场。到2002年，柯达的产品数字化率仅为25%，而竞争对手富士已达到60%。2003年，柯达终于宣布放弃传统胶卷业务、全力向数字产品转型，但市场从不宽容迟到者，此后柯达在竞争中极为被动。 2012年1月19日，拥有131年历史的"胶卷之王"正式向纽约破产法庭申请破产保护。破产文件显示，柯达登记资产51亿美元，负债68亿美元，此前7年间有6年处于亏损状态。 2013年9月，经历约20个月的破产重组后，柯达走出破产保护，剥离了一系列非盈利业务，将业务重心聚焦于商务成像领域，包括数字打印机和电影胶片。重组后的柯达已不再是当年那个销售额百亿美元的影像帝国，而是一家规模大幅缩水、负债累累的"小而精"企业。 当消费者和市场已经淡忘了柯达的存在，这家老牌公司却以一系列漂亮的财务数据重新杀回舞台中央。 2025年全年，柯达实现营收10.69亿美元，同比增长2%；毛利润同比增长14%至2.32亿美元，毛利率提升3个百分点至...

Citigroup’s stock was rallying, bucking the postearnings weakness seen in shares of its big-bank peers.

Tesla’s Shanghai Gigafactory, its largest production base, has the potential to build humanoid robots in future, the company’s China president says, with its manufacturing efficiency and innovative capability seen as potential drivers of CEO Elon Musk’s hopes of commercialising the technology swiftly. Allan Wang Hao said in a media briefing on Tuesday that the Shanghai Gigafactory could provide a “golden key” to the mass production of robots designed to resemble and move like humans. “Like other...

fengdr U.S. economic growth appears to have remained subdued in the first quarter, with early estimates pointing to a modest expansion following an already weak finish to last year, according to analysis from Pantheon Macroeconomics. The investment firm noted that gross domestic product is tracking at roughly a 1.8% annualized pace, signaling only a slight improvement from the 0.5% growth recorded in the fourth quarter. The underlying composition of growth suggests limited momentum, Pantheon added. Consumer spending showed signs of softness, while net trade weighed heavily on overall output, offsetting some of the gains seen elsewhere. Government spending provided a partial cushion, rebounding after prior weakness and helping to stabilize headline figures. Pantheon notes that while some sluggishness in late 2024 may be attributed to residual seasonality, this factor explains only a portion of the broader slowdown. Incoming data for January and February, along with early indicators for March, have provided sufficient visibility to form a preliminary outlook ahead of the official GDP release scheduled for April 30. Still, upcoming reports on durable goods, inventories, and trade could meaningfully influence the final estimate, leaving room for revisions, the financial institution indicated. Market Tracking ETFs: ( DIA ), ( DDM ), ( DOG ), ( DXD ), ( SDOW ), ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), ( SH ), ( SDS ), ( SPXU ), ( QQQ ), ( QQQM ), ( TQQQ ), ( QID ), and ( SQQQ ). More on markets Only 50/50 odds that the Strait of Hormuz normalizes by July according to prediction markets AI boom unwinds as tech multiples drop from 40x to 20x, Apollo says Dividend stocks to watch: 10 picks as U.S.-Iran tensions shake markets Markets May Be Pricing In The Wrong Outcome U.S. to begin blockade of Iranian ports Monday, but not all Hormuz

Meet the Super Semiconductor Stock Crushing Nvidia, AMD, and Broadcom Right Now The Motley Fool

4月14日，国新办发布会披露一季度跨境电商进出口6184.6亿元，出口占比超七成，外贸新引擎持续发力。 几乎同步，小红书官宣独立跨境平台Redshop6月上线，以非遗手作切入全球市场，不走低价、主打内容与文化溢价。 在分析人士看来，跨境电商已经正式进入肉搏时代——流量见顶、合规趋严、物流内卷、品牌分化，从低价跑量到精耕制胜，从渠道扩张到体系作战。 各地火力全开 一季度外贸开门红，跨境电商成为各地稳外贸核心抓手，呈现物流枢纽化、区域集群化、模式多元化三大特征。 一是物流端持续突破瓶颈。其中，河南“郑州—塔什干—莱比锡”全货机航线首飞，每周两班常态化运行，联动欧洲第四大货运机场莱比锡，构建“前置货站+包机+中心港”全链路，货物一次办结、直飞欧洲，时效与成本双优化。 宁波创新“空空联运”，货物转关鄂州货运枢纽再飞北美，破解旺季舱位紧张、中转繁琐难题，为中小卖家提供高效通道。 全国海关4月起推广跨关区退货，解决退货难痛点；“TIR+跨境电商”模式落地，国际公路运输无需重复查验，物流效率大幅提升。 二是区域格局上，东部领跑、中西部崛起、东盟成为核心增量。其中，广西依托7个跨境电商综试区，贸易网络覆盖220+国家，前两月对东盟进出口近100亿元，同比增长超40%，布局海外实训基地、对接本地需求，打造“丝路电商”标杆。 浙江、广东持续领先，义乌联动非洲市场、金华举办亚马逊掘金计划，产业带与跨境深度融合。满洲里、新余等城市聚焦特色赛道，以“跨境+产业带”激活区域动能，形成全国多点开花格局。 三是平台竞争进入差异化阶段。Temu、SHEIN坚守低价高效基本盘，亚马逊强化合规与品牌，小红书Redshop另辟蹊径，聚焦非遗手作、以“内容种草+交易转化”走精品路线，覆盖欧美、东南亚九大市场，填补全球文化商品供给空白。 随着平台从“大而全”转向“小而美、高毛利、强粘性”，竞争维度也从价格升级到品类、内容、服务。 三重因素共振 在分析人士看来，我国跨境电商持续高增，并非短期红利，而是政策、市场、企业三方共振的长期趋势。 政策端，制度型开放全面落地。今年《政府工作报告》明确推动“跨境电商+海外仓”扩容升级，海关推出跨关区退货、TIR物流、前置监管仓三大举措，压缩通关时长、降低物流成本、解决退货痛点。 新《对外贸易法》聚焦数字贸易、绿色贸易，完善合规体系；多部门回应欧盟关税新规，引导企业适配国际标...

PowerSchool表示，在发生大规模K-12数据泄露后，已与执法部门合作；被定罪的20岁黑客因网络勒索及相关罪行被判处四年监禁并赔偿超过1400万美元。 责任编辑：张俊 SF065

Source: Bloomberg, 0:00

近期，A股上市公司密集发布2026年一季度业绩预告。Wind数据显示，截至4月14日，沪深两市共有108家上市公司发布2026年一季度业绩预告。具体来看，归母净利润预增、续盈、扭亏的上市公司共有92家，其中，12家上市公司预增超10倍，而归母净利润同比下降的上市公司仅有14家。 AI产业链、有色金属板块、锂电是拉动2026年一季度A股上市公司预喜的主要方向。与AI产业链不同，2025年一季度有色金属板块和储能行业仍处于底部徘徊，今年有色金属板块、锂电行业爆发也与去年同期低基数有关系。 华东某私募投研负责人告诉时代周报记者，有色金属、锂电借供需改善迎来涨价周期，AI产业链则因算力狂飙而受益。AI产业链、有色金属板块以及锂电三大赛道看似分散，但背后的逻辑却有相通之处，即技术革命与周期反转的共振。 5家公司预计实现扭亏 从业绩增速看，天华新能（300390.SZ）、博云新材（002297.SZ）预告归母净利润同比增长均超过100倍。此外，香农芯创（300475.SZ）、德明利（001309.SZ）、启明星辰（002439.SZ）、富祥药业（300497.SZ）、欧科亿（688308.SH）、德新科技（603032.SH）、西部黄金（601069.SH）、富春染织（605189.SH）、石大胜华（603026.SH）、海思科（002653.SZ）等10家上市公司的业绩增速也均超过了10倍。 时代周报记者注意到，在2026年一季度归母净利润预计同比增长10倍的上市公司中，德明利、德新科技、石大胜华较去年同期实现扭亏为盈。另外，石化行业的博汇股份、环保行业的维尔利或也实现扭亏为盈，预告归母净利润同比增长实现翻倍。目前，已经发布业绩预告的上市公司中，预计实现扭亏的公司为5家。 扭亏公司中，存储行业的德明利最受关注。AI驱动的HBM需求持续蚕食DDR产能，叠加传统服务器换机周期与存储SSD需求的同步爆发，存储芯片供需缺口不断扩大，存储行业站上风口。瑞银最新研报认为，供需缺口将延续至2027年第四季度，是近三十年来未曾出现过的存储超级周期。 德明利预计2026年第一季度归属于上市公司股东的净利润为31.5亿～36.5亿元，上年同期亏损6908.77万元。德明利表示，在供应偏紧的背景下，行业景气度持续上行，存储价格持续上涨，公司依托前期充足的原材料战略储备，盈利能力持续改善，利润水平大...

甘肃能化公告，公司原计划于2026年4月15日披露《2025年年度报告》，4月21日披露《2026年一季度报告》。为确保报告的真实性、准确性和完整性，公司已向深圳证券交易所申请，将上述两份报告的披露时间延期至2026年4月28日。目前公司生产经营正常，不存在应披露而未披露的重大事项。董事会对此次调整给投资者带来的不便表示歉意。

国际货币基金组织（IMF）14日发布最新一期《世界经济展望报告》，将2026年世界经济增长预期下调0.2个百分点，至3.1%。报告认为，中东战事已显著影响当前世界经济增长势头，若战事与高油价持续更长时间，今年世界经济增速将降至2.5%甚至更低。(新华社)

I went to Amazon (NASDAQ: AMZN) to shop for a new car. There were 153 pages of vehicles available near me. The system already knew where I lived. But it gave me a choice of dealers in the area. In other words, it showed my location and gave me options I looked at Hyundais. There ... Amazon Will Sell You Your Next Car

Dzmitry Dzemidovich/iStock via Getty Images Previewing Alphabet's Upcoming Earnings Release Last time I looked at Alphabet ( GOOG ), in July 2025, the stock was trading at ~$176/share, and I saw a diminishing margin of safety, whereas Microsoft ( MSFT ), OpenAI ( OPENAI ), and Anthropic ( ANTHRO ) seemed to pose some vulnerabilities to its future business development at the time. I rated GOOG as a "Hold", and now I understand that I clearly underestimated Google's AI offering and their balanced business approach of both hardware and software products development. The company is set to report fiscal Q1 2026 in about two weeks, and based on the data we have on hand, Google is very likely to beat this time, just as it has in recent quarters. More importantly, I see management guiding strongly for calendar 2026, which should lead to above-consensus forward projections. The incoming 'depreciation wave' versus top-line acceleration will be in focus on the earnings call, but given existing operating leverage and GCP momentum, I don't see any serious threats this time. Based on all this, I'm upgrading my previous "Hold" to "Buy" ahead of the earnings print, expecting a continuation of the post-earnings rally as valuation multiples have already shrunk quite meaningfully. Reasoning For The Upgrade Ahead Of Q1 The reason for my skepticism about Google was about at least partial cannibalization of their high-margin Search business with Gemini (and, of course, other LLMs). The LLMs market was dominated by OpenAI at the time, and I feared that the loss of traffic on the Search side would damage Google's moat (and hence there would be no reason for a higher valuation multiple expectation). It's now clear that I was wrong - OpenAI's market share is dropping, and while Anthropic is the ultimate winner in the enterprise niche (for now, at least), Gemini models are gaining market share in the consumer niche as well. According to AI Multipe data , OpenAI's market share contracted from ...

Dzmitry Dzemidovich/iStock via Getty Images Previewing Alphabet's Upcoming Earnings Release Last time I looked at Alphabet ( GOOG ), in July 2025, the stock was trading at ~$176/share, and I saw a diminishing margin of safety, whereas Microsoft ( MSFT ), OpenAI ( OPENAI ), and Anthropic ( ANTHRO ) seemed to pose some vulnerabilities to its future business development at the time. I rated GOOG as a "Hold", and now I understand that I clearly underestimated Google's AI offering and their balanced business approach of both hardware and software products development. The company is set to report fiscal Q1 2026 in about two weeks, and based on the data we have on hand, Google is very likely to beat this time, just as it has in recent quarters. More importantly, I see management guiding strongly for calendar 2026, which should lead to above-consensus forward projections. The incoming 'depreciation wave' versus top-line acceleration will be in focus on the earnings call, but given existing operating leverage and GCP momentum, I don't see any serious threats this time. Based on all this, I'm upgrading my previous "Hold" to "Buy" ahead of the earnings print, expecting a continuation of the post-earnings rally as valuation multiples have already shrunk quite meaningfully. Reasoning For The Upgrade Ahead Of Q1 The reason for my skepticism about Google was about at least partial cannibalization of their high-margin Search business with Gemini (and, of course, other LLMs). The LLMs market was dominated by OpenAI at the time, and I feared that the loss of traffic on the Search side would damage Google's moat (and hence there would be no reason for a higher valuation multiple expectation). It's now clear that I was wrong - OpenAI's market share is dropping, and while Anthropic is the ultimate winner in the enterprise niche (for now, at least), Gemini models are gaining market share in the consumer niche as well. According to AI Multipe data , OpenAI's market share contracted from ...

Alphabet: A Powerful Earnings Beat Likely Coming Again (Earnings Preview) Seeking Alpha

UK suffers sharpest downgrade and is predicted to face joint highest inflation in G7 as growth forecasts are cut Business live – latest updates A further escalation in the Iran war could trigger a global recession, spiralling inflation and a sharp backlash in financial markets, the International Monetary Fund has warned. Against an increasingly volatile backdrop, the Washington-based fund said the economic damage from the Middle East conflict was steadily rising as it cut its growth forecasts for 2026 based on the impact from the war so far. Continue reading...

As treasurer Jim Chalmers weighs ‘extreme uncertainty’, one economic scenario sees global growth plunging to just 2% in 2026 Get our breaking news email , free app or daily news podcast The International Monetary Fund has warned the US-Israel war on Iran risks creating an “energy crisis of an unprecedented scale” that could tip the global economy towards recession. The grim warning contained in the IMF’s latest World Economic Outlook comes as Jim Chalmers prepares to attend the organisation’s spring meetings in Washington DC this week, where he said he would be “joining with other countries continuing to call for an enduring end to the war”. Continue reading...

国际能源署（IEA）目前预计，由于与伊朗战争和霍尔木兹海峡限制相关的供应中断，2026年全球石油需求将减少8万桶/日，并警告称如果流量未能恢复正常，将面临重大风险。 责任编辑：张俊 SF065

The financial body cuts its growth forecast for the UK and warns the war threatens to throw the global economy "off course".

Elon Musk’s Tesla Exec: Shanghai Factory Is the Key to Unlocking Robot Mass Production 24/7 Wall St.

The head of Tesla China recently said Tesla (NASDAQ:TSLA)’s Shanghai Gigafactory will play a central role in scaling robot mass production, and I think that statement deserves more attention than it’s getting right now. The Shanghai facility has consistently outperformed expectations. When Tesla ramped the new Model Y in Shanghai, it hit full production in ... Elon Musk’s Tesla Exec: Shanghai Factory Is the Key to Unlocking Robot Mass Production

财联社4月14日讯 （记者 高艳云）又见中小券商业绩高弹性。 4月14日，粤开证券披露2025年报，公司全年实现营收10.79亿元，同比增21.9%；归属于挂牌公司股东的净利润3.15亿元，同比增139.82%。截至2025年末，公司总资产288.18亿元，较年初增长11.01%；净资产收益率为5.45%，较上年同期增3.1个百分点。 经纪与信用业务构成粤开证券营收“双轮”，经纪净收入与利息净收入占比分别为36.03%、36.77%，合计占比72.8%。自营对营收贡献稍弱，自营与营收比为17.27%。上述三项业务，同时又高度依赖市场行情。投行与资管业务短板明显，投行与资管收入贡献仅分别为4.08%、1.67%，二者合计仅5.75%。 上述五大业务中的四个实现同比增长，仅资管收入下滑，较低收入基数对营收影响不大。作为收入的主力构成，经纪与信用业务均实现较大幅度的增长。2025年，粤开证券经纪净收入为3.89亿元，同比增34.18%；信用等相关的利息净收入为3.97亿元，同比增19.52%；自营净收入为1.86亿元，同比增36.92%；投行净收入为0.44亿元，同比增90.05%；资管净收入为0.18亿元，同比下滑18.72%。 投顾签约资产超150亿元 对于公司净利润的高增长，粤开证券表示，主要是受益于二级市场行情影响，公司财富管理及私募股权投资业务收入同比上升。 财富管理业务方面，粤开证券持续向投顾、私人财富、企业服务方向转型。截至2025年12月，公司投顾业务全年签约资产超150亿元；企业客户数量与资产规模均同比增长超200%。 私募与资管双双突破百亿。公司全资子公司粤开资本累计管理基金规模超百亿元，资产管理业务规模超百亿元，全年新增创设产品70余只。 相对其他券商股权投资而言，粤开证券权益投资业务聚焦场内ETF投资，保持稳健投资风格，进一步丰富投资策略，利用公募REITs打新增厚收益，实现绝对收益目标。 投行业务方面，粤开证券债券承销规模超60亿元，并购业务已完成及在推进的交易金额约200亿元。 粤开证券党委书记、董事长郭川舟称，财富管理“压舱石”作用凸显，成为驱动增长的核心引擎；自营投资“固收+”策略组合在市场波动中彰显定力，实现风险可控下的稳健回报。 去年撤4家、今年新设不超3家分支 除上述业绩披露外，粤开证券当日董事会披露的多个事项引人关注。 一是，粤开证...