财联社4月22日讯（编辑 张良 实习生 谢艳如） 21日，江苏徐矿能源股份有限公司（“ 苏能股份 ”，600925.SH）披露2025年年报。全年公司实现营业收入126.67亿元，同比下降10.68%；归母净利润2.25亿元，同比下降83.74%。 公开资料显示，苏能股份成立于2014年，注册资本68.89亿元。公司主营业务涵盖原煤开采、洗选加工、电力生产、新能源开发及能源投资，形成“煤—电—新能源”一体化产业链，资源分布覆盖江苏、陕西、新疆等地。股权结构方面，公司的第一大股东为徐州矿务集团有限公司，持股76.69%，实际控制人江苏省人民政府。 财务数据显示，截至2025年期末，公司总资产达408.77亿元，总负债232.61亿元，资产负债率为56.91%；在现金流方面，公司经营活动产生的现金流量净额为15.73亿元，同比下降51.38%。 对比近四年财务数据情况，在营收方面，公司2022年的营业收入为151.4亿元，在2023年下滑至120.29亿元后，2024年出现反弹至141.82亿元，但2025年再度回落至126.67亿元；在盈利方面，公司归母净利润分别为从2022年的27.17亿元，一路下滑至2.25亿元；在资产回报效率方面，平均净资产收益率持续下降，2022年ROE高达28.44%，而2025年仅为1.46%。 数据来源：公司年报，财联社整理 对于2025年业绩下滑的原因，苏能股份解释称，主要受煤炭销售价格下降等因素影响；控股子公司陕西郭家河煤业有限责任公司因所得税税率变化，税负成本上升；公司终止确认部分已计提的递延所得税资产等因素影响，增加合并报表所得税费用 3.2亿元，导致净利润同比下降。 值得一提的是，公司21日还披露了2026年一季度的重要财务指标。报告期内，公司实现营业收入35.22亿元，同比增长11.78%，显示业务规模有所扩张；但归母净利润为1.96亿元，同比小幅下降3.04%；净资产收益率为1.27%。 偿债能力方面，截至2026年一季度末，苏能股份各项指标表现良好。公司资产负债率为56.53%，在重资产行业中处于稳健区间；流动比率达117.08%、速动比率为109.04%，表明短期流动性充裕；EBIT保障倍数达14.82倍，盈利对债务利息的覆盖能力强。 据公开信息，2024年以来，苏能股份人事变动频繁。2024年7月，时任公司董事长冯兴...

普门科技公告，2026年第一季度营收为2.6亿元，同比增长20.94%；净利润为3248.41万元，同比下降39.49%。

大禹节水公告，2025年营业收入37.61亿元，同比下降14.10%。净利润4890.01万元，同比下降39.72%。公司董事会审议通过的利润分配预案为：以10.22亿为基数，向全体股东每10股派发现金红利0.2元（含税），送红股0股（含税），以资本公积金向全体股东每10股转增0股。

Prop Sarah Bern says England are motivated by the pursuit of perfection, as the Red Roses continue to dominate the women's game.

Key PointsConagra Brands may yield almost 10%, but the stock has fallen more than 40% over the past year.

Boeing press release ( BA ): Q1 Non-GAAP EPS of -$0.20 beats by $0.47 . Revenue of $22.2B (+13.8% Y/Y) beats by $290M . Total company backlog grew to a record $695 billion, including over 6,100 commercial airplanes Shares +2.5% PM. More on Boeing Earnings Previews: Boeing Still Requires Patience, While IBM's AI Book Is Growing Boeing: Oil Shock Hits Airlines, But Demand For Jets Won't Break Boeing's Shaping Up, But It's Too Early To Hop On Board FAA sees no current roadblocks to Boeing Max 7, Max 10 approval in 2026 Navy turns to Patriot missiles for ship defense in boost for Lockheed

On Monday, Jim Cramer pushed back against growing concerns over the circular AI deals as Amazon.com, Inc. and Anthropic unveiled a long-term partnership centered on cloud and artificial intelligence infrastructure. Amazon-Anthropic Deal Locks In $100 Billion AI Spending Amazon said Anthropic has committed to spending more than $100 billion on its cloud platform, Amazon Web Services, over the next decade to support the training and deployment of advanced AI models. The agreement includes access t

就在今天，Anthropic 一度偷偷地将 Claude Code 从 Pro 套餐页面移除，引发开发者广泛不满。数小时后，官网页面回滚，负责人称本次仅为小范围测试。但本次事件传递出的信号十分明确：高消耗的 AI 编程代理正逼迫平台重写订阅规则，Claude Code 转向 Max 或按量计费的可能性正在上升。 Anthropic 正把开发者最敏感的一项权益，推到重新定价的边缘。 这场风波的起点，是 Claude 官网定价页的一次异常变动。 就在今天，公开页面一度显示，原本包含在 Pro 套餐中的 Claude Code 被移除； 与之相对，Max 5x 和 Max 20x 仍保留相关权益。 https://x.com/TheGeorgePu/status/2046705634331025855 随后，这一变化迅速在开发者社区发酵，外界开始担心：对 Anthropic 来说，面向重度开发者的 AI 编程能力，已经难以继续由 20 美元档位承接。 Anthropic 增长负责人 Amol Avasare 随后对外解释称，这只是一次小范围测试，覆盖约 2% 的新注册 prosumer 用户，现有 Pro 与 Max 订阅用户不受影响。 https://x.com/TheAmolAvasare/status/2046724659039932830 几小时后，Anthropic 又将定价页改回去了。 https://claude.com/pricing 从结果看，Anthropic 暂时没有正式宣布全面取消 Pro 用户的 Claude Code 权益； 从动作看，平台已经把这件事摆上桌面。 真正引发市场紧张的，是这次测试释放出的产品信号：当 AI 工具从聊天助手演变为长时运行、持续吞吐 Token 的代理系统，原有按月订阅的打包方式，正在被现实使用强度迅速冲垮。 Claude Code 为什么最先成为调整对象 如果把 Claude 现有产品放在一起看，Claude Code 是最容易触碰订阅边界的功能之一。 和普通聊天不同，Claude Code 面向开发者工作流，常常对应长上下文、多轮迭代、文件读写、项目级操作，以及持续数小时的代理式任务。 Anthropic 官方帮助文档已经明确，付费用户在触达套餐限制后，可以开启「Extra usage」，继续按标准 API 费率付...

银河微电公告，2026年第一季度营业收入2.67亿元，同比增长22.37%。净利润1830.96万元，同比增长200.15%。受益于下游终端市场产品景气度的提升，公司紧抓市场机遇，聚焦主业发展，车规级产品的产销规模持续扩大；同时，公司通过精益生产，有效控制库存。报告期内，公司营业收入实现同比增长，利润总额及净利润均显著提升。

银河微电公告，2025年营业收入10.5亿元，同比增长15.46%；净利润7990.47万元，同比增长11.17%。公司拟以10股派发现金红利2.5元（含税），合计拟派发现金红利3201.61万元，占净利润的40.07%。

In this article BA Follow your favorite stocks CREATE FREE ACCOUNT Boeing CEO Kelly Ortberg speaks at Boeing Field at an event announcing Alaska Airlines' order for 105 737 MAX 10s and five 787-10 Dreamliner jets, in Seattle, Washington, U.S., January 7, 2026. Dan Catchpole | Reuters Boeing reported a smaller than expected loss for the first quarter, with improvements across its businesses, including its key commercial aircraft unit, as the manufacturer tries to stem years of losses. Here's how Boeing performed in the first quarter, compared with analysts' estimates compiled by LSEG: Loss per share: 20 cents adjusted vs. a loss of 83 cents expected Revenue: $22.22 billion vs. $21.78 billion expected Sales rose 14% to $22.22 billion in the first three months of the year. The company narrowed its net loss in the first three months of the year to $7 million, or 11 cents a share, down from a loss of $31 million, or 16 cents a share, a year earlier. Adjusting for one-time items, Boeing posted a loss of 20 cents a share. "Though we've faced some challenges, I'm proud of how our team has pulled together and worked through them to keep us on plan for the year," CEO Kelly Ortberg told employees in a note on Wednesday. "When we work as a team, it's incredible what we can do as a company." Ortberg took the reins in August 2024 , tasked with course-correcting for Boeing after years of safety and manufacturing crises that have cost the company billions of dollars. Boeing said it still expects certification of the long-delayed 737 Max 7 and Max 10, the smallest and largest of the best-selling Max family aircraft, later this year, with deliveries starting in 2027. Boeing's commercial aircraft unit handed over 143 airplanes in the first quarter, up 10% from a year earlier. The unit, Boeing's largest, posted revenue $9.2 billion, up 13%, though it still posted a loss from operations. Boeing has been ramping up production of its planes, and its 737 Maxes are rolling out at about 42 a...

Boeing Co. reported lower-than-expected cash outflow as it delivered the most aircraft in the first quarter since 2019, continuing its recovery with higher output and more steady operations at its defense and services units. The cash burn in the three months was $1.45 billion, less than the $2.61 billion estimated by analysts. Commercial aircraft deliveries rose 10% in period to 143 planes, pushing revenue up by 14% to about $22.2 billion. The planemaker is ramping up output of the 737 family, a major step toward turning around Boeing’s finances and paying down debt. The company continues to expect to generate $1 billion to $3 billion in free cash in 2026, it said on Wednesday. “We’re making strides to strengthen our culture and restore trust with our customers while growing our record backlog to nearly $700 billion,” Chief Executive Officer Kelly Ortberg wrote in a message to employees. Ortberg touted milestones including NASA ’s Artemis II moonshot, launched this month by the Boeing-built Space Launch System rocket, and progress ramping up production and deliveries — key to restoring profitability after a decade punctuated by a series of crises . Boeing was forced to fix about 25 of its 737 Max aircraft after discovering that a machine had damaged wiring, while deliveries of some 787 Dreamliner jets were also delayed due to a shortage of seats and cabin interiors. Those issues, along with integration challenges at newly-acquired Spirit AeroSystems Inc., were expected to weigh on first-quarter results. In March, Chief Financial Officer Jay Malave said that Boeing had pushed back its goal of generating positive margins at its key commercial unit by a year until 2027. The Arlington, Virginia-based manufacturer reported an adjusted loss of 20 cents per share in the first quarter, narrower than the 76 cents forecast by analysts. Analysts on a conference call later on Wednesday will likely press executives on details on Boeing’s progress with a slate of aircraft program...

wildpixel/iStock via Getty Images The numbers are out for Intuitive Surgical ( ISRG ), and they're great as usual, beating both EPS and revenue estimates while slightly improving its 2026 outlook. I can't say I'm surprised since the company has beat EPS estimates every quarter since Q4 2022. The market clearly isn't surprised by much, since the stock is basically flat in after-hours trading. Intuitive Surgical's History Of EPS Beats: Q1-2022 to Q4-2025 (Seeking Alpha) But my warning is this: be careful not to overpay for quality with ISRG stock. Intuitive Surgical refers to itself as "a global technology leader in minimally invasive care and the pioneer of robotic-assisted surgery." That's true, and it has led to the company having a strong moat, with an impressive track record. Going forward, it's positioned for more growth, with the surgical robotics market expected to grow quickly over the next 10 years. The valuation is also lower than its 10-year average. However, at the end of the day, it's still high, even for a company of this caliber. And that's what's going to keep me out of the stock for now. So, I give ISRG a Hold rating. Now, let's talk about the earnings results and what makes Intuitive Surgical so strong. Intuitive Surgical's Q1-2026 Results Here are some of the most important headline numbers. Q1-2026 revenue increased 23.1% to $2.77 billion, beating the consensus by $150 million. Q1-2026 non-GAAP EPS grew by 38.1% to $2.50. The consensus was $2.11. Breaking down the revenue growth, systems revenue came in at $651 million, up 24.5% year-over-year and making up 23.5% of total revenues. Contributing to that growth were more da Vinci placements, a higher lease installed base, and higher average selling prices for the da Vinci system. But the bulk of the revenue was from instruments and accessories, which grew by 23% to $1.69 billion. That growth was driven by procedure volumes from da Vinci and Ion. For those who don't know, the da Vinci is the surgical...

Apple taps hardware chief as CEO as AI race pressures AAPL NAI500

5,154 Shares in Palantir Technologies Inc. $PLTR Acquired by Global Trust Wealth Management LLC MarketBeat

MoMo Productions/DigitalVision via Getty Images April 21st was a really good day for shareholders of homebuilder D.R. Horton, Inc. ( DHI ). The stock jumped 5.8% after management announced financial results for the second quarter of the company's 2026 fiscal year. According to the data provided, the business fell short of analysts' expectations when it came to revenue, to the tune of $44.8 million. But earnings per share exceeded expectations in the amount of $0.10. One thing that I find to be particularly interesting about the company is the fact that, while other homebuilders across the nation are really struggling with declining backlog and a rise in cancellation rates, D.R. Horton is actually doing quite well when it comes to both of these. Of course, this kind of quality does not come cheap. The stock trades at a price that looks fairly valued to me. And compared to most other similar enterprises, it is trading at a bit of a premium. In the past, I acknowledged how attractive the company was. And in that article , published in October of last year, I called the company a 'buy' candidate. Since then, however, shares are down 4%. The market, meanwhile, is up 6%. But honestly, I would not be deterred by this underperformance. In my view, while the company might not be the best prospect out there, its stability certainly deserves attention. In light of that, I believe that maintaining it as a very soft 'buy' makes sense here. Digging into D.R. Horton Author - SEC EDGAR Data Relative to how the company performed in the second quarter of 2025, the second quarter of 2026 was not a great time for investors in D.R. Horton. Management reported sales of $7.56 billion. But even though that was below the $7.73 billion that the company reported a year earlier, it did manage to exceed what analysts anticipated to the tune of $44.8 million. The overall decline in sales for the company was driven not by a reduction in the number of homes closed, but instead by other factors. Fo...

The bourse operators of Hong Kong and Malaysia are exploring a range of collaborations, from dual listings and exchange-traded funds (ETFs) to Islamic finance, to forge closer ties between the city and the Southeast Asian country. Hong Kong Exchanges and Clearing (HKEX) CEO Bonnie Chan Yiting and Boursa Malaysia CEO Dato Fad’l Mohamed unveiled their joint development plans in a media briefing in Hong Kong on Wednesday as HKEX hosted the 40th Asian and Oceanian Stock Exchanges Federation (AOSEF)...

新消费代表公司之一名创优品，在近期成立了AI创新部，创始人叶国富此前更是高调喊出“AI+IP”的下一步战略。 过去一年中，AI陪伴类玩具火爆，Fuzozo芙崽、萌UU等积攒了一定人气，但还没有出现一个国民级爆款，行业玩家们期望能在AI潮玩赛道中，再造一个LABUBU。 有意思的是， 手握LABUBU等大量IP的新消费巨头泡泡玛特，却始终没有任何AI相关的产品动作。 当市值波动，业务高增速开始见顶时，资本与市场也在热切猜测，“泡泡玛特会不会搞一个AI玩具”，泡泡玛特没有明确表态。从周鸿祎的转述中能看到，泡泡玛特创始人王宁对此的态度是“无用就是有用”。 一边是积极拥抱AI、试图用技术放大IP价值的市场热潮，一边是坚守“无用哲学”、在浪流中保持克制，泡泡玛特的犹豫，或许恰恰戳中了AI陪伴玩具赛道至今未能绕开的死结。 泡泡玛特们需要新卖点 ‍ 近期，名创优品内部全新部门AI创新部开启招聘，开放的岗位包括Agent研发工程师、AI智能体研发专家等。 创始人叶国富此前已在全球合作伙伴大会上明确表态：“如何把AI和IP融合在一起，这是我们下一步的战略。”对于手握180多个国际大IP、旗下潮玩品牌TOP TOY增速迅猛的名创优品来说，AI不是噱头，而是放大IP商业价值的现实路径。 从这次招聘来看，名创优品有意给孵化的自有IP们装上AI大脑。此前叶国富也表示，“正在开发‘YOYO’的人形机器人，未来每家花个几万买个人形机器人，‘YOYO’陪伴你终身。” 同样是IP生意的受益者，泡泡玛特目前还没有明确的AI战略表态，但是很明显，市场和投资者们希望它能有。 过去一年，资本市场对这家潮玩巨头的态度从狂热转向审视。 2025年财报发布后，泡泡玛特股价单日暴跌15%，市值蒸发800亿港元。戏剧性的是，4月，知名投资人段永平一番手滑误操作，大幅卖出泡泡玛特的看跌期权，做空机构担心砸盘后会全部被段永平接走，于是恐慌性平仓，泡泡玛特的股价也因此被阶段性地稳住。 段永平的“手滑”与市场的跟风，恰恰折射出资本市场对泡泡玛特“既爱又怕”的矛盾心态。一方面，泡泡玛特独特的IP商业生态与忠实的用户基本盘是段永平也认可的，另一方面，市场又怕其增长故事缺乏新引擎，估值已经在高位徘徊。 2025年，泡泡玛特371亿元营收背后，单LABUBU一个IP就贡献了141.6亿元营收，占比达到38%。同时，盲盒模式也已经开始...

(RTTNews) - Healthcare Services Group (HCSG) announced earnings for its first quarter that Increased, from the same period last year

Blue Owl Capital , more than almost any other firm on Wall Street, needed a win. In just a matter of weeks, as private credit increasingly came under strain, it had become a lightning rod for investor scrutiny. Its shares had plunged nearly 50% . Clients were seeking to pull unprecedented sums from its funds. Activists and short sellers were starting to pile on. Then came the pitch from Morgan Stanley . Its bankers had canvassed money managers to gauge demand for a potential bond sale, and were convinced there was room for a deal, according to people familiar with the matter. More than just a way to raise cash, it would reaffirm Blue Owl’s access to capital markets, reinforce its investment-grade standing and link its name to some of the most respected institutional investors. The catch: the firm would have to offer a premium to get the deal done. Ultimately, executives decided it was a small price to bear to help regain investor confidence. And so far, it appears to be working. Read More: Blue Owl Private Credit Fund Raises $400 Million in Bond Market Blue Owl’s shares have jumped 17% since the sale, while Blue Owl Capital Corp. (ticker OBDC ) — its publicly traded business development company that issued the debt — is up 5.3%. Spreads on the bonds due in 2028 have already tightened by about 25 basis points, according to Bloomberg pricing. That momentum was reinforced when Pacific Investment Management Co. emerged as the buyer of the entire $400 million offering. Andrew Wells, chief investment officer of SanJac Alpha, called it “a pretty solid deal,” especially given the broader concerns over lending standards in private credit and exposure to software companies vulnerable to disruption from artificial intelligence. “When you have a Pimco underwriting this, I think it’s actually a big positive,” he said. “They’re smart guys there, they know how to price the market, and the fact that it got done is a good sign.” Representatives for Blue Owl, Morgan Stanley and Pimco...

(Bloomberg) -- Blue Owl Capital, more than almost any other firm on Wall Street, needed a win.Most Read from BloombergInside Alex Cooper’s Unwell: Tears, Screaming and Employees Looking for the ExitAnthropic’s Mythos Model Is Being Accessed by Unauthorized UsersTrump Extends Iran Ceasefire, Keeps Blockade as Talks FalterKuwait Declares Further Force Majeure on Oil ShipmentsThree Ships Including an Iranian Vessel Cross Hormuz StraitIn just a matter of weeks, as private credit increasingly came un

Dallas and Houston take the number of cities to three for Tesla's robotaxi service.

Revenue expected to reflect sequential growth over the fourth quarter of 2025 Revenue expected to reflect sequential growth over the fourth quarter of 2025

Results Highlighted by Strong Loan Growth and Excellent Credit Quality Results Highlighted by Strong Loan Growth and Excellent Credit Quality

Gert Hilbink/iStock via Getty Images Introduction On April 17, I wrote my most recent public article, titled “Most Investors Are Getting This Market Wrong - Here’s Why I’m Bullish.” The somewhat provocative title was fully backed by data, as I discussed just how unusual this market had become, including earnings revisions that were surprisingly positive in light of the war-related stock market decline. Bank of America This is due to what I called a binary market. On the one hand, we had (and maybe still have - assuming no major positive news has broken since I started writing this) the probability of an Iran War escalation. According to ING (see below), such an event could push oil prices to $150 (Brent) and create a shortage of more than 3.6 billion barrels, with an inflationary impact on the consumer. If that scenario were to occur, stagflation would be a likely result, at least for a brief period, due to declining growth and rapidly rising inflation. ING Economics On the other hand, easing tensions would allow us to focus on what the market has been doing in the first two months of this year, which is pricing in growth acceleration. That’s what I have been betting on, and it’s the reason why I have written so many bullish articles. Now, as the market has made it back to all-time highs, my thesis is looking very good. So, this article is about three areas I still see tremendous value in, in light of my thesis and the Main Street Alpha framework I have been applying for more than three months now. 3 Areas Where I See Tremendous Alpha The first area is energy. Did you know that energy stocks have given up all Iran War gains? After one of the best starts to a year in a very long time, energy stocks have fallen from $63 back to $55, the level where they traded before missiles started to fly in the Middle East. And, in this case, I’m using the Energy Select Sector SPDR ETF ( XLE ) as a benchmark. StockCharts.com (XLE) Personally, I am very happy these stocks are down a...

CHUNYIP WONG/E+ via Getty Images The WisdomTree Japan Opportunities Fund ETF ( OPPJ ) seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Japan Opportunities Index. I am initiating OPPJ as a hold on Seeking Alpha. The fund's underlying strategy is only 9 months old; its portfolio sits near 50% concentrated in five Japanese trading companies that have already rerates significantly off five-year lows, and it carries a dynamic currency hedge overlay that partially neutralizes the yen strengthening thesis I think will play out over the next year. The structural Japan story is real. The specific vehicle is not priced for a meaningful margin of safety at the current entry. OPPJ Now, DXJS Then Before July 1, 2025, the fund was known as the WisdomTree Japan Hedged SmallCap Equity Fund (DXJS), a broad, rules-based, dividend-weighted small-cap vehicle with a static 100% yen hedge and over 300 holdings. On that date, WisdomTree replaced the entire investment policy, changing the underlying index and the hedge methodology, and changing from diversified small caps to concentrated large caps. The fund's stated objective today is to track the WisdomTree Japan Opportunities Index, a rules-based concentrated portfolio targeting Japanese companies with attractive valuations, shareholder yield characteristics, corporate governance improvement, and thematic tailwinds. The methodology allocates across four sleeves, including a strategic holdings sleeve (capped at 45% of the index), a shareholder yield sleeve (15 to 33%), a corporate governance improvers sleeve (15 to 33%), and a thematic sleeve covering AI, geopolitical realignment, and policy-shift beneficiaries. A dynamic currency hedging overlay adjusts the yen hedge ratio between 0% and 100% based on three rules-based signals involving price momentum, interest rate differentials, and value signals relative to purchasing power parity. OPPJ today is a concentrated, rules-based Japanese large-cap...

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Vista Equity Partners is partnering with Alphabet Inc. ’s Google Cloud to accelerate the deployment of artificial intelligence across the private equity firm’s portfolio of more than 90 software firms. The multiyear deal will focus on agentic AI, which requires only limited human oversight, and allow Vista’s portfolio companies to access Google Cloud’s offerings, according to a statement Wednesday. Those include AI assistant Gemini, super-computing system AI Hypercomputer and Gemini Enterprise, a platform for building AI agents. “For us, it’s harnessing all the stuff that’s being built and integrating” it into our products, Monti Saroya , co-head of the Vista Flagship Fund, said in an interview. Vista announced the deal with Google just a week after competitor Thoma Bravo made a similar agreement, for which the private equity firm will pay billions of dollars over several years. Vista Equity, which had already been integrating agentic AI into its software firms, declined to disclose how much it’s paying for Google Cloud’s products. Read More: Thoma Bravo Signs Multiyear Deal With Google for AI Adoption Google engineers will be dispatched to work alongside Vista employees as part of the partnership. The tech giant will provide the private equity firm’s portfolio companies with “preferential treatment by giving access to early previews, by providing privileged access or early access to all geographical regions to partner companies,” Google Cloud Chief Product and Business Officer Karthik Narain said in an interview. The software companies in each firm’s portfolio are integrating the AI tools amid concerns that the technology will render some software-as-a-service, or SaaS, firms obsolete. Fears of a so-called SaaSpocalypse have had wide-ranging effects, spurring a wave of retail investors to withdraw money from private-credit funds they’ve deemed too dependent on the sector. But Vista has contended that AI will “not eat software — it will feed it.” Almost two years ag...