高伟达公告，2026年第一季度营收为1.04亿元，同比下降23.74%；净亏损1420.17万元，上年同期净亏损1053.88万元。

SHELTON, Conn., April 23, 2026 (GLOBE NEWSWIRE) -- Acme United Corporation (NYSE American: ACU) today announced that net sales for the quarter ended March 31, 2026 were $52.3 million compared to $46.0 million for the quarter ended March 31, 2025, an increase of 14%. Excluding incremental sales resulting from the acquisition of the assets of My Medic on January 15, 2026, comparable sales increased 6%.

J Studios/DigitalVision via Getty Images By Bert Colijn , Chief Economist, Netherlands, and Amrita Naik Nimbalkar , Economist, Global Macro The eurozone growth model, built on competitive exports of goods and access to cheap inputs, is under structural pressure. The energy price shocks, increased Chinese competitiveness, and the changing role of the US in the world economy work against the exceptionally high trade surplus that the eurozone has had since the global financial crisis. The Middle East war is likely to weaken the trade balance in the short run. But the problem is also a structural one, as European companies are facing stronger global competition, particularly from China, which has made rapid advances in several key sectors. Export growth is therefore becoming a less important engine of the economy, which affects the growth outlook. How the eurozone growth model is being reshaped The eurozone's economic model was reshaped after the global financial crisis of 2008 and the subsequent euro crisis. Pre-2008, Germany ran large trade surpluses, which were counterbalanced by the trade deficits of countries in the south. When the euro crisis forced southern European countries to tighten their belts, their trade deficits disappeared. The policy response to the euro crisis always implicitly aimed to impose the German economic model on the rest of Europe. And at least for a while, it succeeded. Most of the eurozone effectively became more "German"; i.e., wage growth was more subdued, imports were modest and exports strengthened. This resulted in a trade surplus of around €50bn per quarter for the eurozone as a whole in the late 2010s. But this decade, the goods surplus has come under pressure. This is mainly due to more expensive energy, but the eurozone's competitive position has also weakened due to higher wages and increased external competition. Services trade has been less affected so far, but the impact on goods trade can be significant. For the years ahead, w...

Judge Blocks Trump Admin's Move To Halt Wind, Solar Approvals Authored by Steve Watson via Modernity.news, Landlords in London and the south-east of the UK are openly advertising flats and rooms exclusively for Muslim tenants – a practice that directly breaches the Equality Act 2010. The listings, spotted on Facebook, Gumtree and Telegram, use phrases such as “only for Muslims”, “for two Muslim boys or two Muslim girls” and “Muslims preferred”. One company, Roshan Properties, posted dozens of listings stating “prefer Muslim boy”, “one double room is available for Muslims” and “suitable for Punjabi boy”. Other ads appeal specifically to Punjabi and Gujarati speakers or people from Kerala and Haryana, while some job vacancies on the same platforms are restricted to men only. Gumtree listings include requests for “Hindus only” tenants, and at least one post specified: “The house should be alcohol and smoke free.” All of these advertisements appear to break the law. Landlords and letting agents are not allowed to specify a preference for a particular religion or race when letting a property. The Equality Act prohibits discrimination based on religion or belief, race and other protected characteristics. Landlords who breach it can be taken to civil court by a prospective tenant. 🚨 A Telegraph investigation has uncovered rental listings in London stating that only Muslim tenants would be accepted @CamillaTominey and @MitchellDurdin explain what they found out ⤵️ https://t.co/Nb7b41ELZJ pic.twitter.com/dhyPioZxni — The Telegraph (@Telegraph) April 22, 2026 The practice is widespread. Properties are being advertised across boroughs including Ilford, Newham, Barking, Dagenham, East Ham, Redbridge, Walthamstow, Upton Park, Harrow and Newbury Park on Facebook pages such as “Renting room in London for Muslims” and “Muslim rents”. Facebook removed at least one offending page after being alerted by the Telegraph investigation . One listing even appeared on an official estate agen...

President Donald Trump has not held back punches when discussing how he wants the Federal Reserve to proceed with interest rates. For much of his second term, Trump has publicly said that he wants the Fed to lower its benchmark lending rate well below its current level. Last year, Trump had the opportunity to appoint Stephen Miran to the Federal Reserve's Board of Governors. Miran had previously served as the chairman of the Council of Economic Advisers (CEA) under Trump. Since joining the Fed, Miran has been very clear that he wants the Fed to cut interest rates multiple times this year. However, due to recent events, Miran is contemplating changing his interest rate outlook. Are rate cuts now off the table at the Fed? Continue reading

Elevated oil prices are resetting earnings estimates for this integrated energy blue-chip stock.

This explosive rally may be running on fumes as a massive short squeeze masks weakening fundamentals and falling earnings estimates.

专题：聚焦美股2026年第一季度财报 截至 3 月的季度净利润达 272.8 亿美元 ，创历史新高 简要概览 受益于人工智能存储芯片需求激增，SK 海力士一季度净利润达40.346 万亿韩元，同比大涨398%，创下历史纪录。 作为英伟达的核心供应商，全球第二大存储芯片厂商 SK 海力士季度净利润飙升近五倍，主要由高端存储芯片需求暴涨驱动。这表明尽管中东冲突带来风险，全球人工智能基础设施建设热潮仍在持续。 作为人工智能热潮的主要受益者，该公司正持续加大投资、扩充产能。与此同时，客户正争相抢购用于人工智能数据中心、智能手机及其他设备的尖端半导体现货供应。 存储芯片堪称计算引擎的 “燃油管线”。随着英伟达等厂商的人工智能处理器性能不断提升，对存储容量的需求也水涨船高，包括传统芯片与先进的高带宽存储（HBM）。 SK 海力士首席财务官金宇贤在一季度财报电话会议上表示，未来三年芯片需求大概率将持续超过供给，尤其是高带宽存储（HBM）产品。“鉴于需求强劲，我们预计 2026 年投资规模将较去年大幅增长。” 高管表示，公司有能力应对中东战事引发的航运中断问题。中东是氦气、钨等关键芯片制造材料的重要供应地，他们预计地缘政治风险仅会带来有限影响。 截至 3 月的三个月内，公司净利润达 40.346 万亿韩元（约 272.8 亿美元） ，同比大增 398% ，远超市场预期。根据 FactSet 汇总的分析师一致预测，市场此前预期为 28.109 万亿韩元。 营收同样创下历史新高，增至 52.576 万亿韩元 ，同比增长近两倍；营业利润亦达创纪录的 37.610 万亿韩元 。 公司称，季度营业利润率达到 72% ，再创历史新高；净现金头寸为 35 万亿韩元。 业绩增长主要由高带宽存储、数据服务器存储模组、企业级固态硬盘等高端产品销量攀升驱动，芯片需求保持旺盛。 今年以来，公司股价已大涨近 90% ，反映出投资者对其增长前景的乐观情绪。周四股价一度刷新历史高点，随后回落，当日下跌约 2%。多数分析师预计，该公司 2026 年全年业绩仍将创下历史纪录。 SK 海力士本周早些时候宣布，将追加投资 19 万亿韩元 ，在韩国清州新建一座先进芯片封装厂；此外，其位于美国印第安纳州的芯片封装工厂仍在建设中。公司在监管文件中表示，此项投资旨在满足全球日益增长的人工智能存储需求。 该公司还在首尔南部的龙仁...

In recent trading, shares of Monarch Casino & Resort, Inc. (Symbol: MCRI) have crossed above the average analyst 12-month target price of $105.00, changing hands for $114.24/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to reac

Seeking Alpha (Seeking Alpha) Seeking Alpha (Seeking Alpha) Seeking Alpha (Seeking Alpha) Seeking Alpha (Seeking Alpha) Seeking Alpha (Seeking Alpha) Seeking Alpha (Seeking Alpha) More on Dow Dow: Hormuz Disruption Crushes Oversupply Fears Dow Inc.: Looking For A New Buying Opportunity After Taking Epic Fury Profits Dow Inc. (DOW) Presents at JPMorgan Industrials Conference 2026 - Slideshow Dow Non-GAAP EPS of -$0.14 beats by $0.15, revenue of $9.79B beats by $120M DOW Q1 earnings on deck: What to expect

In recent trading, shares of Baytex Energy Corp (Symbol: BTE) have crossed above the average analyst 12-month target price of $4.43, changing hands for $4.47/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valu

In recent trading, shares of Teleflex Incorporated (Symbol: TFX) have crossed above the average analyst 12-month target price of $132.50, changing hands for $138.81/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade

In recent trading, shares of CNX Resources Corp (Symbol: CNX) have crossed above the average analyst 12-month target price of $38.42, changing hands for $38.55/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on va

In recent trading, shares of Rivian Automotive Inc (Symbol: RIVN) have crossed above the average analyst 12-month target price of $17.58, changing hands for $17.74/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade o

格隆汇4月23日｜维峰电子(301328.SZ)公告称，公司拟以1元的价格受让关联方欣睿合伙持有的东莞维泰精密技术有限公司(简称“维泰精密”)36.25%股权，并承担上述股权对应2,500万元注册资本的实缴义务。本次交易前，公司持有维泰精密7.25%股权；交易完成后，公司将持有维泰精密43.50%股权，成为其第一大股东。维泰精密在高速通讯连接器领域有深厚的技术沉淀，重点布局高速夹层连接器、PCIe插槽连接器等高速板端连接器，产品锚定服务器、数据中心等对高速信号传输有严苛要求的应用领域，其业务领域是公司新兴业务的战略发展方向。

格隆汇4月23日｜据英国金融时报，中国人工智能(AI)初创公司DeepSeek(深度求索)正进行首次融资，旨在留住持有股票期权的员工，并确保他们不被竞争对手挖走。两位知情人士透露，此轮融资可能使其估值超过200亿美元。 知情人士表示，虽然DeepSeek的现金流量不如规模更大的竞争对手充裕，但此前并未出现迫切需要外部资金的紧迫或重大需求。相反，此次融资主要是为了安抚公司的研究人员，其中一些人已转投估值在过去一年飙升的竞争对手。股票期权通常占人工智能研究人员薪酬的很大一部分，甚至可能是主要部分。过去几个月，DeepSeek已有多位核心研究人员离职。 尽管如此，熟悉DeepSeek融资情况的人士表示，只有少数研究人员离开了公司，大多数员工都致力于创始人梁文锋的理想主义方法。公司提供灵活的工作环境以及研究实验室的线性汇报结构，这在其他地方很难找到。“如果能提供更多估值确定性，深度求索应该就能继续做它最擅长的事：排除一切杂音，追求终极人工智能，”其中一位知情人士表示。

Simple portfolios can often outperform overly complicated ones.

Lithium Ion Energy ( ION:CA ) has approved the company's corporate name change from Lithium Ion Energy to Osiris One Metals Effective at the opening of trading on Monday, April 27, 2026, the common shares of the Company will commence trading on the TSXV under the new name Osiris One Metals Ltd. and the new trading symbol "OSM". Source: Press Release More on TMX Group Limited, Lithium ION Energy Ltd. TMX Group Limited (X:CA) M&A Call Transcript TMX Group Limited (X:CA) Presents at 24th Annual Financial Services Conference Transcript TMX Group Limited (X:CA) Presents at Bank of America Financial Services Conference 2026 Transcript Argo Graphene Solutions plans C$500,000 private placement Pineapple Financial expands share buyback program to $15M

阶跃星辰与腾讯云达成战略合作，双方将围绕智能座舱展开深度合作，整合阶跃基础大模型及腾讯云内容及应用生态，共同打造新一代 AI 座舱解决方案，以语音为核心交互入口，通过智能座舱Agent连接车上应用及服务生态：结合腾讯在音乐、视频地图等领域的生态矩阵，基于用户个性化偏好与场景信息，进行内容和应用的智能推荐；打通支付、出行服务等等领域的生态接口，形成从需求识别到交易完成的车内服务闭环；同时，腾讯云基础设施将为阶跃星辰大模型研发及智能座舱应用创新提供算力支持。（科创板日报）

特斯拉据悉计划至6月在德国的超级工厂新增1000个工作岗位。（财联社）

格隆汇4月23日｜天华新能(300390.SZ)公告称，2026年第一季度实现营业收入32.00亿元，同比增长89.62%；归属于上市公司股东的净利润为9.69亿元，同比增长1471.98%。业绩变动主要系本期锂电产品量价齐升导致销售规模增加。注：公司Q1净利润9.69亿，2025年Q4净利润3.69亿，据此计算，Q1净利润环比增长162%。

大公司： 三星电子工会举行集会，要求公司发放占营业利润15%的绩效奖金并废除奖金上限 三星电子首个超过半数职员加入的“跨企业工会”23日下午1时起在三星电子平泽厂区举行集会，要求资方废除绩效奖金上限。工会方面要求公司发放占营业利润15%的绩效奖金，并废除绩效奖金上限。若劳资未能达成协议，劳方将从下月21日至6月7日进行全面罢工。截至目前，“跨企业工会”成员数量为7.4万多人，成为三星电子成立以来首个超过半数员工加入的工会，并经雇佣劳动部确认，正式获得“过半工会”地位，可单独行使集体谈判权等权利。（财联社） 闪送开源CLI，为同城即时速递行业首家 36氪获悉，近日，一对一急送平台闪送宣布正式开源其核心CLI（命令行界面）工具，成为同城即时速递行业中首家实现CLI开源的企业。此次开源全面开放接入权限，面向所有用户、开发者及Claude Code、Codex、Cursor、Openclaw等主流AI智能体开放接入端口。 腾讯汤道生：腾讯智慧出行目前业务已覆盖100%的头部车企及泛出行公司 36氪获悉，4月23日，在腾讯智慧出行举办的TIMEDAY活动上，腾讯集团高级执行副总裁、云与智慧产业事业群CEO汤道生表示，汽车产业竞争正在被AI重新定义。未来，车企之间的差距，将不再取决于是否拥有智能化本身，而是谁能更快把AI规模化、系统化地落地。腾讯智慧出行基于“车云一体”战略，为车企提供基础模型和工程化能力，目前业务已覆盖100%的头部车企及泛出行公司，并与40多家主流车企在AI领域展开了深度合作。 新产品： 字节跳动发布3D生成大模型Seed3D 2.0 36氪获悉，字节跳动正式发布更高精度的新一代3D生成大模型——Seed3D 2.0。据介绍，该模型采用MoE架构，通过稀疏专家路由，在扩大模型参数量和分辨率的同时控制推理计算量，使模型能生成更丰富的纹理细节和更精确的金属-粗糙度边界。目前Seed3D 2.0技术报告已公开，API也已上线火山引擎。 鸿蒙智行发布问界M6等多款产品 36氪获悉，4月22日晚，鸿蒙智行春季新品发布会上，问界M6正式发布，全新一代问界M9开启预售。起售价49.98万元，Ultimate领世加长版起售价66.98万元。同时，鸿蒙智行发布首款旗舰MPV智界 V9，预售价格区间为39.98万至52.98万元。 阿里云：企业级Agent构建平台JVS Cre...

Maps4Media processed and enhanced Sentinal-2 satellite imagery shows a broad view of the Strait of Hormuz between southern Iran and Oman's Musandam Peninsula, including surrounding islands, coastal terrain, and turquoise shallow-water zones at the entrance to the Persian Gulf. Maps4media | Getty Images News | Getty Images Middle Eastern oil and gas producers are still scrambling to find and expand alternative routes for their exports, almost two months after the critical Strait of Hormuz was effectively shut to commercial traffic. There is still little clarity on when or how the U.S.-Iran conflict can be brought to an end, and both sides are using the Strait of Hormuz — a vital waterway through which around 20% of the world's oil was shipped before the war — as a bargaining chip in stop-start peace talks . The channel's double-blockade has supercharged global energy prices and highlighted the global energy market's vulnerability when key waterways and "chokepoints" — like the Strait of Hormuz, Panama Canal or Suez Canal — are blocked, whether by accident or by design. The IEA's Executive Director Fatih Birol told CNBC Thursday he felt like a "broken record" telling countries to diversify energy supply routes years before the current crisis. "The $110 trillion global economy can be taken hostage by a couple of hundred men with guns across a 50-kilometer stretch of strait — it doesn't make sense at all. We should make alternative routes, alternative options," he told CNBC's Steve Sedgwick. watch now VIDEO 4:11 04:11 ‘We are facing the biggest energy security threat in history': IEA chief Converge Risks around the Strait of Hormuz "were well understood" for years, Maisoon Kafafy, senior adviser to the Atlantic Council's Middle East programs, told CNBC, but the war has shown how deep those vulnerabilities are — and the need for change. "Hormuz has been the world's most documented energy chokepoint for decades, and its risks were mapped, modeled, and priced into infrastr...

Margot Robbie and Jacob Elordi play the roles of Cathy and Heatcliff in the latest adaptation of the Emily Brontë classic. Plus, Cillian Murphy stars in a damning take on the Magdalene Laundries scandal Continue reading...

专题：聚焦美股2026年第一季度财报 为 空客 、 波音 飞机提供动力的发动机交付量增长 63% 受 LEAP 航空发动机交付量大幅增长推动，赛峰集团一季度调整后营收攀升。 这家法国航空航天集团周四表示，一季度 调整后营收增长 19% ，至 86.2 亿欧元（101.2 亿美元）；合并营收为 84.9 亿欧元，高于 2025 年同期的 73.8 亿欧元。 增长主要得益于 LEAP 发动机交付量激增 63% ，该发动机为空客和波音多款机型提供动力。赛峰称，零部件销售额与服务销售额分别增长 29% 和 43%。 集团表示，防务业务订单延续良好增长势头，主要受欧洲市场强劲需求拉动。 公司维持 2026 年业绩展望不变，预计： 经常性营业利润在 61 亿至 62 亿欧元之间 自由现金流在 44 亿至 46 亿欧元之间 责任编辑：郭明煜

格隆汇4月23日｜据央视，加沙地带卫生部门当地时间4月23日公布最新统计报告称，在过去24小时内，加沙各地医院接收6名死者、18名伤者。自2023年10月7日本轮巴以大规模冲突爆发以来，以色列对加沙地带的袭击已累计造成72568人死亡、172338人受伤。

专题：聚焦美股2026年第一季度财报 欧洲市场集团销量上涨 3.8%，全球销量增长 2.2% 简要概览 雷诺 一季度营收按固定汇率计算增长 8.8%，至 125.3 亿欧元，超出分析师预期。 法国汽车制造商雷诺凭借旗下各品牌强劲的产品势头，年初实现营收增长，但同时表示正采取额外措施，以缓解中东冲突可能带来的影响。 雷诺周四公布，一季度营收按固定汇率计算 增长 8.8% ，至 125.3 亿欧元 （约 146.7 亿美元）。根据 Visible Alpha 的市场一致预期，分析师此前预测为 115.7 亿欧元。 汽车部门营收按固定汇率增长 8%，至 108.1 亿欧元。 在欧洲市场，集团销量上涨 3.8%；全球销量整体增长 2.2%。 “年初以来的两位数订单量，为这一积极势头提供了支撑。” 首席财务官邓肯・明托表示。 雷诺称， 降本仍是核心工作重点 ，公司正采取措施降低中东战争对原材料、能源及物流成本的潜在影响。 尽管环境充满挑战，雷诺仍维持 2026 年业绩展望不变，目标为： 集团营业利润率约 5.5% 汽车业务自由现金流约 10 亿欧元 责任编辑：郭明煜

格隆汇4月23日｜国创高新(002377.SZ)公告称，公司近日收到控股股东科元控股集团有限公司通知，基于对公司未来发展前景的信心及提升投资者信心，科元控股计划自本公告披露之日起6个月内，通过集中竞价、大宗交易等方式增持公司股份。本次拟增持金额不低于人民币6000万元，且不超过人民币1.2亿元，增持价格不超过5.50元/股。资金来源为自有资金或自筹资金。科元控股承诺在增持期间及法定期限内不减持公司股份。截至公告日，科元控股持有公司11%股份，过去6个月无减持情形，过去12个月未披露过增持计划。

一栋50层的写字楼里，希尔顿、亚朵、全季、建国璞隐、锦江都城、浮光悦己等酒店品牌挤在同一栋楼里，一楼大堂变成了酒店前台“超市”。 六家酒店的前台一字排开，各自占据着大堂的一角。电梯间更为夸张，每一家酒店都在电梯入口设置各自水牌，指示宾客应该乘坐哪部电梯抵达哪家酒店。 然而，这种魔幻场景正在中国各大城市上演。 正是在这样“写字楼愁租，酒店愁赚”的困境下， 名为“拼租”式酒店的新模式应运而生，将一栋闲置办公大楼分割出租给十几家不同品牌的酒店，成为商业地产业主在市场夹缝中野蛮生长的自发性解决方案。 此前，《酒管财经》曾在《拼车拼好饭之后，国内酒店开始流行“拼楼”》一文中针对上述现象进行过深度解读。 今年，写字楼改酒店的热潮似乎已经达到顶峰，上海、杭州、成都、昆明等城市纷纷出台政策鼓励“商改写”，但这场看似双赢的转型背后，却藏着酒店投资人的集体焦虑。 空置率85%背后的无奈选择 龙湖时代金融中心是昆明巫家坝唯一建成的双塔超高建筑，也是巫家坝商业体量最大的项目，其中A座的高度有50层，主楼B座更是高达270米，是巫家坝最高建筑之一。 正因为商业物业体量太大，龙湖时代金融中心在开发之初就有意规划酒店业态。 图源：小红书 这座50层的超高层建筑，原本规划中大部分是SOHO办公空间，只有最高10层是酒店。 但如今，酒店的规模已大大超出最早的规划，从31层到52层，几乎每几层就有一家酒店入驻。 2021年，龙湖时代金融中心开工不久，龙湖就对外宣布签下了1.5亿超级大单，有客户一次性购买了8层楼，用于开办酒店。 2022年，亚朵和锦江集团旗下的枫渡酒店与时代金融中心签约，只不过如今锦江集团入驻时代金融中心的是另一个酒店品牌。 另据媒体不完全统计，整个昆明巫家坝片区已经有14家全国性连锁酒店品牌进入。 为什么昆明巫家坝的写字楼里会出现如此密集的酒店集群？ 答案藏在冰冷的数字里。 据戴德梁行2026年2月发布的《2025年昆明甲级写字楼市场回顾与展望》，2025年昆明全市甲级写字楼平均空置率为19.19%。 图源：戴德梁行 从空置率最高的区域来看，早在2023年巫家坝商务区就以85%排名第一。 85%的空置率意味着什么？意味着在巫家坝，十间写字楼里有八间半是空的。 面对如此高的空置率，开发商们不得不寻找出路。而将写字楼改造成酒店，似乎是最现实的选择。 事实上，由于巫家坝片区的定位，商业地产...

Source: Bloomberg, 5:48