Tony Pulis explains why getting to Wembley is not just special for any manager, it is still hugely important for players, fans and all the staff at any club.

Iranian Foreign Minister Abbas Araghchi is expected to arrive in Pakistan’s capital on Friday night for a possible second round of peace talks with the US, according to officials in Islamabad familiar with the matter. A US logistics and security team is already in Islamabad to prepare for the talks, the officials said in a message to reporters, asking not to be identified because the discussions aren’t public. A second round of peace talks between the US and Iran in Islamabad is expected, the officials said, without saying when the negotiations would take place. The US and Iran were set to hold peace talks in the Pakistani capital earlier this week. President Donald Trump canceled plans to send Vice President JD Vance to Islamabad on Tuesday after extending a ceasefire with Iran indefinitely. A US Embassy spokesman in Islamabad declined to comment, while the Iranian Embassy didn’t immediately respond.

格隆汇4月24日｜科沃斯公告，公司2026年一季度实现营业收入49.02亿元，同比增长27.06%；净利润4.05亿元，同比下降14.73%。报告期内科沃斯和添可品牌在国内外市场均取得较好增长。

今年第一季度，千年商都广州GDP增速自2021年后，首次同时跑赢全国（5.0%）和全省（4.6%）。 4月23日，广州市统计局发布今年第一季度广州经济运行情况，根据广东省地区生产总值统一核算结果，2026年第一季度全市地区生产总值7988.88亿元，按不变价格计算，同比增长6%，增速比去年全年提升2个百分点。 其中，第一产业增加值增长4.2%；第二产业增加值增长5.8%；第三产业增加值增长6.1%。总体看，全市经济运行回升向好，起步有力，实现开门红。 飞机俯瞰下的广州城 在广州市第一季度经济运行情况新闻发布会上，广州市工业和信息化局党组书记、局长张建华表示，第一季度广州市高技术制造业增加值同比增长11.5%。 总体来看，广州第一季度在新能源汽车、芯片制造、生物医药，以及AI新赛道皆有亮眼成绩，伴随而来的是文旅热潮托起的广州消费市场的火爆。 新能源车、AI新赛道“挑大梁” 广州第一季度的亮眼成绩，并非简单依赖传统产业，而是呈现出“旧稳新进”的结构特征——传统产业稳住基本盘，新兴产业加快成长，共同形成对经济的支撑。 从投资端看，这种变化更加直观。 广州市发展改革委党组书记、主任吴萨介绍，第一季度全市851个市重点项目完成投资1162亿元，完成年度计划投资的30.6%，在重点项目拉动下，第一季度全市固定资产投资完成2010亿元，增长9.8%，首次在第一季度突破2000亿元大关，总量创同期历史新高。 企业的投资选择，也在为这种趋势提供注脚。 张建华提到，第一季度全市工业投资同比增长8.5%，其中高技术制造业投资增长25.5%，技改投资增长24.5%；新开工项目302个，同比增长26.9%。与此同时，中小微企业贷款余额增长16.1%。粤芯半导体四期项目启动建设，阿斯利康宣布在广州布局其首个北美以外的放射性偶联药物生产基地。市场主体正在以行动来加码布局。 如果说投资体现的是预期，那么产业表现则反映出结构变化的方向。 第一季度，广州重点培育的新兴产业延续较快增长：医药制造业增长17.5%，集成电路制造业增长1.1倍，民用无人机产量增长18.5%。与此同时，“人工智能+”加速从概念走向应用，互联网软件业、科技服务业营收分别增长12.9%和27.3%，人工智能正与研发设计、生产制造等环节深度融合。 在此基础上，新动能开始成为拉动增速的关键变量。张建华说，新兴产业的发展在第一季度中的表...

格隆汇4月24日｜北交所发布《北京证券交易所交易规则》，修订后的规则自2026年7月6日起施行。

The high court ruling against the proscription of Palestine Action will be tested at the court of appeal next week.

上一次聊美股七姐妹，重点还在“跌过一轮之后，估值回来了，盈利没坏，AI商业化也开始起量”。 那时候更重要的是判断：这批资产是不是已经从高位讲故事，回到了可以重新算账的位置。 现在再看，市场其实已经先把这套逻辑交易了一轮。 过去两周，微软上涨11.77%，亚马逊上涨10.37%，英伟达上涨8.8%，特斯拉上涨7.73%，谷歌上涨 6.38%，苹果上涨 5.4%，Meta上涨4.11%。 市场已经不再是把七姐妹整组一起往上抬，而是在修复过程中开始做内部区分。 到了这个阶段，问题已经不是“七姐妹整体值不值得看”，而是： 谁已经修复得差不多了，谁还留着空间？谁只是跟着风险偏好回暖，谁又在被新的基本面和催化重新定价？ 特斯拉虽然仍被放在“七姐妹”框架里讨论，但这轮修复更多围绕AI算力、云、平台和广告效率展开。 先看位置：七姐妹已经不是一组“整体都便宜”的资产 如果只看估值，这轮修复之后，七姐妹内部已经明显拉开了层次。 苹果和亚马逊已经回到了30倍左右的区间，位置已经不能再简单按“跌出来的性价比”去理解；谷歌大致在高20倍区间，修了一段，但还没回到特别拥挤的状态；而微软、英伟达、Meta 这几家，仍主要落在20倍出头的区间，和它们各自的盈利弹性、AI 催化放在一起看，位置相对比较舒服一些。 七姐妹已经从一篮子机会，变成了几类定价阶段不同的公司。前一阶段主要看“整体修复”，这一阶段更像是在看“内部排序”。同样都是科技巨头，有的已经把预期修回来一大截，有的还在等待新的业绩和催化去抬估值。 这也是这次更新最核心的变化。上一次更重要的是判断“能不能重新看”，现在更重要的是判断“该先看谁”。 再看为什么涨：这一轮修复，从整体反弹走向各自分化 这一轮上涨，先变的是外部环境。中东局势从最紧张的时候往停火和谈判框架靠拢后，市场对最坏情形的定价先退了一步，前面压在大科技身上的那层地缘风险溢价也跟着松了。4月中旬以来，美股风险偏好明显回暖，纳指重新创出新高，大科技自然是最先承接资金回流的一层。 更深一层的变化，是市场看 AI 的方式开始变得更理性。 前面大家担心的是资本开支越滚越大、模型越做越贵，最后只换来更重的成本压力，甚至连就业和传统软件公司的盈利预期都要被一起重估；路透社近期也提到，企业正在把招聘和投入往AI方向倾斜，市场对这件事的敏感度一直很高。 可现在越来越清楚的一点是： 不管是看好AI...

2026年4月，电动两轮车行业经历了一场罕见的“冰火两重天”。 在东南亚，中国“小电驴”疯狂圈粉。因为“油荒”和油价暴涨，让老挝、泰国、越南、菲律宾等国家的消费者涌向中国电动车门店：欧派在老挝有50多家门店，1000多辆库存车，两周时间就售罄；泰国和菲律宾的雅迪、爱玛等品牌门店销量翻了好几倍；越南河内与胡志明市的雅迪门店客流量与订单量均大幅增长。 然而，在万里之外的中国市场却是另一番光景。2026年“国补”政策正式将电动自行车移出以旧换新补贴名单，叠加新国标全面执行和原材料涨价，终端销量大幅下滑。有头部品牌经销商直言，门店月销量下降了40%，消费者观望情绪浓厚。 一边是海外市场“卖断货”，一边是国内市场“卖不动”，这样的变化正深刻改写着电动两轮车行业的竞争版图。当国补政策退潮，出海浪潮涌起，雅迪、爱玛、九号、台铃、小牛等品牌究竟在经历怎样的生存分化？ 中国“小电驴”成了东南亚刚需 东南亚市场的突然爆发，并非偶然。 2026年3月，国际油价逼近120美元/桶，东南亚多国面临严峻的能源压力。菲律宾进入能源紧急状态，柬埔寨和老挝大批加油站被迫关停。 对于长期依赖燃油摩托车的东南亚民众而言，出行成本急剧攀升。以越南为例，一辆普通燃油摩托车年均燃油费用约500万越南盾（约合1500元人民币），而同级别电动两轮车年均充电费用仅约27.5万越南盾（约合82.5元人民币），使用成本差距近20倍。 进入4月，燃油供应紧张局面持续加剧，进一步推动当地出行方式快速向电动化转型。 由此， 中国电动两轮车凭借高性价比与实用性，在该市场迅速走红 ：胡志明市多家电动两轮车门店客流显著增长，消费者咨询、试驾、下单意愿明显提升；泰国、马来西亚等国也出现类似趋势，不少此前持观望态度的消费者，在燃油成本高企的背景下转而选择电动车型。 而面对东南亚这个近6亿人口的巨大市场，中国头部电动两轮车企业早已开始排兵布阵。 雅迪的布局最为激进，2026年3月，雅迪在越南北宁省投资超1亿美元的智能制造工厂一期正式竣工投产，一期产能为每年100万辆，全面投产后将逐步提升至每年200万辆以上；爱玛科技同样在加速出海，其在印尼、越南的生产工厂均已投产，并在Facebook、TikTok、Instagram等海外主流平台开展社媒内容运营，结合当地消费旺季开展终端营销活动；九号公司则在年初发布了“全球化+双品牌”战略，通过Ni...

What Is Happening With Broadcom Stock? Trefis

In this article AAPL GOOGL META Follow your favorite stocks CREATE FREE ACCOUNT US President Donald Trump during a healthcare affordability event in the Oval Office of the White House in Washington, DC, US, on Thursday, April 23, 2026. Bloomberg | Bloomberg | Getty Images U.S. President Donald Trump has delivered a stark warning to the U.K., threatening to impose steep tariffs on the country unless it drops its digital services tax on U.S. tech companies. The tax, which was first introduced in 2020, is a 2% levy on the revenues of search engines, social media services and online marketplaces that derive value from U.K. users. This includes several U.S. companies like Alphabet 's Google, Meta and Apple . Speaking from the Oval Office on Thursday, Trump criticized those he said were seeking to make an "easy buck" by targeting American companies. "We have been looking at it, and we can meet that very easily by just putting a big tariff on the U.K., so they better be careful," Trump said. "If they don't drop the tax, we'll probably put a big tariff on the U.K.," he added, without providing a specific figure. CNBC has contacted the U.K.'s Department for Business and Trade and is awaiting a response. Britain's ruling Labor government has previously defended the tax, which it sees as an important fiscal measure given it raised revenues of around £800 million ($1.08 billion) in the 2024-2025 financial year. The measure went unchanged when the U.S. and U.K. agreed to a trade deal in May last year, although Trump told Sky News earlier in the month that the terms of the agreement " can always be changed ." Trump's comments follow a series of publicly critical remarks about U.K. Prime Minister Keir Starmer in recent weeks, reviving trans-Atlantic trade tensions ahead of a four-day U.S. state visit by King Charles III and Queen Camilla. The king and queen are scheduled to travel to the U.S. on Monday and are expected to meet Trump at the White House. Choose CNBC as your preferre...

VV Shots/iStock Editorial via Getty Images Tesla ( TSLA ) ( TSLA:CA ) is such a polarizing stock, and its Q1 earnings report reminded us why. The earnings results showed that the company is making progress with its ambitious goals, which the bulls will point to. However, that progress is happening more slowly than the market wants it to. Also, the immediate results look good this quarter, but that doesn't mean the rest of the year will look rosy. Tesla hit investors with its CapEx forecast of $25 billion for this year. That's already higher than last quarter's forecast of over $20 billion. Not only that, but FCF is expected to be negative this year. On one side, you'll have people saying a $1.4T market cap company that expects negative free cash flow is ridiculous. And you'll hear the usual high P/E ratio argument. On the other side, the bull case is strong. Tesla truly does have lots of upside potential if things go right. But that's a big "if." Right now, the market isn't super excited to wait and find out, sending shares 3.56% lower. I'm not waiting either. I last wrote about Tesla on January 29 after its Q4 results, and my conclusion stated the following: Tesla is in an awkward spot right now. Its short-term financials are suffering. Meanwhile, its long-term projects are trending in the right direction, which can hold the stock up, but it's just a bit too early to come to any conclusions with confidence. Now, we're left with a high-priced stock where the future is still uncertain and where the post-earnings price action is underwhelming. My opinion is pretty much the same now. Shares have fallen 12% since my last piece. With the expectation of negative FCF this year, robotaxi and Optimus rollouts that are taking too long to play out, and an unexciting core business, I remain on the sidelines with a Hold rating. Tesla's Q1 Results Revenue grew 15.8% year-over-year to $22.387 billion, ahead of the $22.2 billion consensus, and adjusted EPS of $0.41 grew 52% and bea...

VV Shots/iStock Editorial via Getty Images Tesla ( TSLA ) ( TSLA:CA ) is such a polarizing stock, and its Q1 earnings report reminded us why. The earnings results showed that the company is making progress with its ambitious goals, which the bulls will point to. However, that progress is happening more slowly than the market wants it to. Also, the immediate results look good this quarter, but that doesn't mean the rest of the year will look rosy. Tesla hit investors with its CapEx forecast of $25 billion for this year. That's already higher than last quarter's forecast of over $20 billion. Not only that, but FCF is expected to be negative this year. On one side, you'll have people saying a $1.4T market cap company that expects negative free cash flow is ridiculous. And you'll hear the usual high P/E ratio argument. On the other side, the bull case is strong. Tesla truly does have lots of upside potential if things go right. But that's a big "if." Right now, the market isn't super excited to wait and find out, sending shares 3.56% lower. I'm not waiting either. I last wrote about Tesla on January 29 after its Q4 results, and my conclusion stated the following: Tesla is in an awkward spot right now. Its short-term financials are suffering. Meanwhile, its long-term projects are trending in the right direction, which can hold the stock up, but it's just a bit too early to come to any conclusions with confidence. Now, we're left with a high-priced stock where the future is still uncertain and where the post-earnings price action is underwhelming. My opinion is pretty much the same now. Shares have fallen 12% since my last piece. With the expectation of negative FCF this year, robotaxi and Optimus rollouts that are taking too long to play out, and an unexciting core business, I remain on the sidelines with a Hold rating. Tesla's Q1 Results Revenue grew 15.8% year-over-year to $22.387 billion, ahead of the $22.2 billion consensus, and adjusted EPS of $0.41 grew 52% and bea...

zimmytws/iStock via Getty Images Introduction Is your portfolio prepared for higher inflation? Some may be reading this and saying that we've had higher inflation for a while now. While inflation has been higher than normal the last few years, the ongoing war is likely to drive inflation higher for at least a little while longer. In previous articles, I've been optimistic about us seeing multiple rate cuts in 2026. Now, not so much due to the uncertainty surrounding the conflict with Iran. Since the war started, oil prices have spiked, resulting in higher gas prices. And now is the perfect time to position your portfolio for higher inflation by investing in quality dividend-paying stocks and funds. While the market continues to trade like the war is over and inflation is dead, uncertainty still remains high. But there are some quality dividend payers still trading at attractive prices. And these two high yielders I discuss today will benefit should a deal with Iran fail to materialize. In this article, I discuss two covered call ETFs I like and why income-focused investors should consider them. Inflation Likely to Continue Rising Negotiations are still ongoing between the U.S. and Iran. While this is happening, inflation is likely to continue rising incrementally in the coming months. Especially if a deal falls through. In March, inflation increased 0.2% month over month. While inflation is much lower than the 2022/23 highs, it still sits well above the Fed's 2% target. In my opinion, it's going to take a while for inflation to get to 2%, at least another year or two. Bureau of Labor Statistics If the war continues, I believe we can see inflation hit 4% by year's end. As if consumers weren't hurting already, rising gas prices and slowing growth could finally push us into a recession. I know many have been calling for a recession for a few years now, myself included, but a weakening labor market & increasing inflation are ingredients for a potential downturn. Somethi...

jetcityimage/iStock Editorial via Getty Images PACCAR ( PCAR ) is set to report earnings next week, which prompts a look at the business. The stock has been on a great run in the last twelve months and is brushing up against its 2024 highs. With PMIs having inflected positively and easy compares in trucking, it makes sense why the stock has lifted. The largest question is whether or not it can continue. Business Profile PACCAR is a global manufacturer of heavy-duty trucks. PACCAR has three segments: Truck, Parts, and Financial Services. While the company makes a majority of its sales from the manufacturing of heavy-duty trucks, most of the profit actually comes from the Parts and Financial Services side of the business. PACCAR has been on a real transformation journey over the years. Especially in the last five years, the company has meaningfully expanded capacity at its production facilities. The company has deployed $800 million in flexible factory investments from 2021 through 2025. Just in the last 3 years alone, capacity has increased 17%. In the age of the Trump Administration's tariffs, the scarcity value of manufacturing jobs in the United States is high, so the company's production facilities in the US, Canada, and Mexico are at an advantage versus international peers. Up until Q4 of last year, the company was immune from tariff costs. With the update of Section 232 tariffs that came through in November, the company is now subject to tariffs but at a 50% reduction versus standard rates. So, while they are not immune, they are subject to substantially fewer penalties than peers. This past February, the company hosted an Analyst Day and put forth market share targets for growth. The company is one of the dominant players in North America and Australia, with nearly 30% share in both markets. That highly consolidated industry structure drives pricing power. While the company, of course, is going to try and gain market share in every region, the biggest opportun...

最近，光明“新鲜牧场”牛奶擦边鲜牛奶一事，引起很多争议。 据《中国新闻网》报道，在电商平台上，不少网店将光明“新鲜牧场”宣传为“鲜牛奶”。 光明乳业官方旗舰店客户回复消费者咨询时，也明确表示，光明“新鲜牧场”就是鲜牛奶。 但事实上，光明“新鲜牧场”牛奶只是“高温杀菌乳”，而大众所熟知的“鲜牛奶”是“巴氏杀菌乳”，二者并非同类，后者保质期更短，营养物质更高。 消费者感到不满，很多人投诉称，光明乳业故意误导消费者，不是鲜牛奶，又放进冷藏柜里假装鲜牛奶卖给你。 事实上，光明乳业曾被称为“低温之王”，至今也仍然是鲜奶赛道的佼佼者，理论上不需要用这样的“文字游戏”来假装自己是鲜牛奶。 理论与现实的反差背后，可能是无处不在的竞争压力。 一、“保质期”，改变了低温赛道格局 过去一年，乳制品行业整体承压，市场需求疲软，原奶价格下跌，价格战成为竞争主流。 低温赛道。是为数不多的亮点之一。 根据马上赢品牌CT数据，2025Q4，低温纯牛奶占比同比增长1%，低温酸奶占比同比增长超1.3%，而常温奶占比同比下降将近3.9%。 作为曾经的“低温之王”，光明乳业理论上应该能吃到一点红利，但事实可能并非如此。 财报显示，光明乳业2025年整体营收同比减少1.58%，归属于上市公司股东的净利润由正转负，亏损1.49亿元。 相比之下，同样将低温液态奶业务当作重点的新乳业，就踩着红利交出了一份漂亮的成绩单。 招股书显示，新乳业2025年实现营收112.33亿元，同比增长5.33%。其中，低温液态奶营收达到60.49亿元，同比增长15.7%，在总营收中的占比达到53.8%。 新乳业的成绩证明，低温液态奶赛道的红利是存在的，只是光明乳业没有抓住。 这可能意味着，光明乳业在低温液态奶业务上的优势正在缩小。 马上赢品牌CT数据显示，2025年第四季度，光明乳业低温纯牛奶类目市场份额排名第二，仅次于君乐宝，而且市场份额呈上升态势。 相比之下，光明乳业在常温纯牛奶、常温酸奶、类目的市场份额均有所下降。 在低温酸奶赛道，光明乳业的市场份额被新乳业超越，新乳业上升一位排名第四、光明乳业则下降一位排名第五。 从整体上看，光明乳业的业绩亏损很大一部分是由于光明乳业海外子公司新莱特乳业巨额亏损所致。除此之外，国内市场表现不佳也是不能忽略的事实。 分产品来看，光明乳业的液态奶业务、牧业、其他业务营收分别同比减少6.65%和1...

VRME 8-K及美國證券交易委員會申報文件 Yahoo 財經

"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Today's guests: Wei Li, BlackRock, Global Chief Investment Strategist; Clemens Fuest, Ifo Institute, President; Clément Therme, International Institute for Iranian Studies, Non-Resident Fellow; Francesca Ghiretti, RAND, Europe China Initiative Director. (Source: Bloomberg)

In this article .SPX .VIX SMH Follow your favorite stocks CREATE FREE ACCOUNT A trader works on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., April 23, 2026. Jeenah Moon | Reuters Something interesting is happening in the options market. The S&P 500 touched record highs Thursday morning, but the Cboe Volatility Index (VIX) remained stuck near 20 and is up from five days ago, when the S&P traded about 100 points lower. In other words, stocks went up and so did the market's so-called fear gauge. Stock Chart Icon Stock chart icon Cboe Volatility Index, 1 month The VIX and S&P do move in tandem about 20% of the time, but if a `VIX-up/Stocks-up' environment lingers for more than a few days it means a few things are likely happening under the surface of the market. One explanation is simply that investors are doubtful of new highs in stocks and hedging against risks like the Iran war and crude oil. If that's the case, traders should be wary of near-term pullbacks in the index as realized volatility "catches up" to VIX. Another explanation A more bullish interpretation – one that fits with what we see in options trading around earnings – is that traders are willing to buy expensive premiums in upside calls in single stocks that are making big moves higher, particularly in the semiconductors and tech names that are leading the rally. Total call premium in the VanEck Semiconductor ETF (SMH) is 25% bigger than in puts despite put volume being greater. Take one trade in chip stock Marvell Technology as an example. The stock has already doubled since earnings last month, but one trader shelled out $2.4 million to buy almost 1,700 contracts expiring June 18 at a strike of $180, looking for another 10% rally from here. Stock Chart Icon Stock chart icon Marvell Technology, 1 month That enthusiasm is keeping options prices inflated, which could help explain why VIX is so sticky. Choose CNBC as your preferred source on Google and never miss a moment from th...

采购数量8500台，涉及宇树、智元、云深处、优必选、傅利叶等。 机器人前瞻4月24日报道，近日，国家电网有限公司内部印发了 《2026年具身智能发展规划》 ，计划在今年集中采购各类具身智能设备约 8500台 ， 总投资约68亿元 ，重点聚焦电力巡检、带电作业、应急救援、仓储物流四大场景。 01.采购三类机器人，累计采购金额达58亿元 根据文件内容，2026年国家电网采用了分批次集中采购的策略，即 第一季度试点采购；第三季度规模化采购；第四季度补充采购。 采购清单分为 四足巡检机器狗 、 人形带电作业机器人 和 双臂巡检机器人 三大类， 合计采购金额为58亿元 。 其中， 四足巡检机器狗 为采购量最高品类，采购数量达 5000台 ，预算金额为 15亿元 ，将重点部署于变电站、输电线路以及山区电网； 人形带电作业机器人 为单价最高品类，采购数量为 500台 ，预算金额达 25亿元 ，应用场景覆盖配网带电作业与特高压项目； 双臂巡检机器人采购数量为 3000台 ，预算金额达 18亿元 ，主要用于变电站设备操作与故障处理。 同时，文件明确要求，上述所有采购设备 均需符合国家电网《电力具身智能设备技术规范》 ，并 优先遴选可与光明电力大模型深度适配、支持本地化部署的合作厂商，以保障数据安全。 其余的10亿元总投资 将分别投向 技术研发（8亿元） 与 人才培养（2亿元） 两个领域。 据界面新闻报道，本次采购的机器人本体公司包括云深处、宇树、智元、优必选、傅利叶等。 02.安全事故发生率降低80%，全年智能化投资约达800亿 国家电网预计，引入具身智能设备替代人工后，单设备年均 可节省50至80万元人工成本 ， 投资回收期约2至3年 ； 同时，巡检效率较以往提升 5倍 ，故障处理时间平均 缩短60% ，供电可靠性同步 提升0.5个百分点 ； 更为关键的是，通过智能设备替代人工，国家电网既可以 减少90%以上高危作业人员暴露风险 ，又能 降低80%安全事故发生率 。 规划文件显示，国家电网全年智能化投资规模约达 800亿元 ，目前已投入的68亿元具身智能相关资金， 仅占其全年智能化投资的8.75% 。 按照国家电网的发展规划，具身智能在各类场景的落地将分阶段稳步推进： 2026年，把重点区域具身智能的渗透率提高到 30% ； 2027年，实现 超80% 的智能体应用普及率，同时推动...

格隆汇4月24日｜深交所修订主板、创业板《股票上市规则》和《规范运作指引》，于4月24日正式对外发布。本次修订内容主要包括：一是强化董秘职责定位。进一步细化董秘在组织公司信息披露工作、促进公司治理合规和推动内外部有效沟通等方面的职责。二是健全董秘履职保障。要求将董秘履职嵌入公司日常经营管理流程，明确董事、高管、公司有关部门应当积极配合董秘履职，完善履职不畅的报告机制。三是完善董事、高管任职管理。严格董秘任职资格，要求董秘应当具备履职所必需的工作经验。规范董事、高管选聘及解聘程序，防范不适格主体任职。四是加强董事、高管履职监管。细化董事、高管忠实勤勉义务，强化董秘兼任管理，加强董秘履职内部约束和责任追究机制。五是规范控股股东、实际控制人行为。明确控股股东、实际控制人及其控制的其他单位不得从事可能对上市公司产生重大不利影响的同业竞争，强化对从事非重大不利影响同业竞争的披露要求。此外，根据上位规定，在发布通知中明确董秘任职、兼任事项的过渡期等新旧规则适用衔接安排。

Futures rose as oil prices fell amid reports that new U.S.-Iran talks are ahead. Techs jumped as Intel spiked on earnings and guidance.

今天A股科创板惊现新股大肉签！ 格隆汇获悉，4月24日，N联讯（688808）在科创板上市，发行价格81.88元/股，发行市盈率为63.64倍，高于41.99倍的行业市盈率。截止下午收盘，其 股价涨超875%，市值超820亿元 。 根据上市首日成交均价和发行价的差额计算， 每签获利约33.5万元 ，远超此前每签获利12.7万元的恒运昌，成为新晋大肉签！ 虽然打新中签的人能大赚一笔，但中签率并不高，N联讯的 网上发行中签率低至0.022% ，网下配售中签率也只有0.023%。 发哥去年就在文章《半导体产业链又迎来一家IPO！新易盛、中际旭创是客户，来自江苏苏州》中写过N联讯，其全称为“苏州联讯仪器股份有限公司”（简称“联讯仪器”），成立于2017年，控股股东为胡海洋，注册地位于苏州高新区。 最近“苏州A股上市公司市值一年翻倍”的事儿备受市场关注。大家一看才发现，原来中际旭创、东山精密、天孚通信都来自苏州。 而今天上市首日暴涨8倍的新股联讯仪器也是苏州公司，其 大部分营收来自光通信领域，还是新易盛、中际旭创的供应商 。加上近年来大A新股的打新赚钱效应突出，所以联讯仪器上市首日大涨也就见怪不怪了。 需要提醒的是，经过今天的大涨之后，如今联讯仪器的市盈率已飙升472倍以上，股价也创新高，后续有可能跟恒运昌等其他新股一样，走出上市后股价 高位震荡下跌的趋势 。 联讯仪器主营业务为 电子测量仪器和半导体测试设备 的研发、制造、销售及服务，专业为全球高速通信和半导体等领域用户提供高速率、高精度、高效率的核心测试仪器设备，助力人工智能、新能源、半导体等前沿科技行业提升产品开发和量产效率。 按照产品形态分类，联讯仪器的产品主要包括通信测试仪器、电性能测试仪器等电子测量仪器，光电子器件测试设备、功率器件测试设备、电性能测试设备等半导体测试设备，以及配套的测试部件及服务。 联讯仪器的产品主要应用于光通信、碳化硅功率器件、半导体集成电路等领域，主要客户包括中际旭创、新易盛、光迅科技、士兰微等。 2022年至2025年1-9月（简称“报告期”），联讯仪器 70%以上的营收来自光通信领域 ，占比较大。 公司主营业务收入按应用领域，图片来源于招股书 近几年，联讯仪器的收入大幅增长，并在 2024年扭亏为盈 ，主要得益于下游应用领域市场需求持续强劲、高端测试仪器设备国产替代进程提速、公司核心产品性...

AMD’s Breakout Isn’t the Story—This Catalyst Is MarketBeat

美伊谈判现曙光，据央视新闻，当地时间4月24日，据巴基斯坦政府消息人士称，伊朗外长阿拉格齐24日晚将率团抵达伊斯兰堡。消息后，美股指期货集体上涨。此外，消息称白宫延长航运豁免期限，原油供应担忧缓解，油价跳水转跌。 股市方面，科技板块表现亮眼，英特尔发布强劲盈利预期后，纳斯达克100指数期货上涨1.5%。据 华尔街见闻此前文章 ，英特尔第一季度营收、毛利率与每股收益均超出指引上限，成为该公司连续第六个季度超越财务预期。 美股盘前，英特尔涨幅扩大至30%。 其他市场方面，欧股多数低开，亚股指涨跌互现，10年期美国国债收益率和彭博美元指数均有望迎来一个月来的首次周线上涨；金属走低，现货黄金跌超0.3%，失守4680美元/盎司，现货白银跌超1%，基本金属铜铝锡镍全线下跌。 尽管近期风险溢价有所回落，但投资者在周末前仍保持谨慎，市场情绪取决于伊朗局势是升级还是外交化解。交易员将密切关注美伊双方释放的信号及航运动态，以研判能源供应风险。霍尔木兹海峡一旦中断，可能推高油价并拖累全球增长。 Forex.com的Fawad Razaqzada表示：“双方的外交关系存在相当大的不确定性。更令人担忧的是，霍尔木兹海峡局势持续不明朗。由于没有明确的重新开放计划，不确定性依然很高。” 核心市场走势如下： 道琼斯指数期货涨0.08%，标普500指数期货涨0.5%，纳斯达克100指数期货涨超1.5%。 欧洲斯托克50指数开盘跌0.4%，德国DAX指数平开，英国富时100指数跌0.5%，法国CAC 40指数跌0.7%。 日经225指数收涨1%，报59716.18点；日本东证指数收盘几无变动，报3716.59点；韩国首尔综指收盘几无变动，报6475.63点。 NIFTY IT指数跌5.3%，势创2023年6月以来的最低水平。 10年期美国国债收益率基本持平，为4.33%。 彭博美元即期指数变化不大；美元兑日元转跌0.1%，报159.60。 布油涨1%至106美元/桶；WTI原油涨0.5%至96美元/桶。 现货黄金下跌0.3%，至每盎司4,681.92美元。 纽约银日内跌幅达2.0%，报74.42美元/盎司；现货白银日内跌幅达1.5%，报74.25美元/盎司。 隔夜美股主要股指小幅收低，但受英特尔销售预期超预期提振，其盘后股价飙升20%，带动纳斯达克100指数期货走高。半导体板块在美股交易时段延续强势...

每年4月，是墓园中最“活跃”的时节。人们从四面八方赶来，清扫墓碑、摆放鲜花，与逝去的亲人说说话，气氛一片肃穆。 第一次走进海港陵园时，姚一麟就感到眼前一亮。不同于自己平时印象中绿化不多、都是大黑碑的传统墓区，这里有各种各样的花、灌木和彩叶树，许多有趣的小景观、小雕塑点缀其中，几乎就像是一个清幽雅致的城市公园。 如果不刻意说明，很难想象这是一个墓园的景观。（图/受访者供图） 那之后不久，他加入了海港陵园，负责绿化的设计施工及质保期内的维护工作。 过去的工作中，姚一麟当过植物园监理，在园林景观企业做过植物引种、景观施工、花境营造、养护等工作。 后来，他成为了上海迪士尼的景观顾问之一，参与乐园前期整体规划建设，后又入职上海迪士尼乐园，负责核心主题区园林运维。 带着顶尖乐园的景观经验和多年积累的资源，姚一麟和团队为海港陵园全面升级了绿化体系，不但引种特色新优苗木，还精心打造了许多花境、特色绿篱、主题专类园等。 海港陵园中的“心心相印”景观。（图/受访者供图） 于是，陵园里呈现出更多元的景象：郁金香、洋水仙在路边静静地开放，各种彩叶树和乔木长得郁郁葱葱。一座2米高的粉色爱心雕塑旁，一株鸡爪槭的树冠也被精心修剪成心形，如果找对角度，能拍到“心心相印”的瞬间。 从乐园到墓园，两个行业看起来毫无关联 。但在姚一麟看来，无论是在迪士尼用园林景观让游客沉浸其中，还是在陵园里用园林景观抚慰人心，“以人为本”的理念始终相通。 在迪士尼，用植物“守护神奇” 大多数去迪士尼乐园的人，都主要关注游乐项目、花车巡游和烟花，乐园里的植物是怎么种的，或许并不在游客们的关注范围之内。 但事实上，植物在氛围塑造、主题还原中起到了很重要的作用。 比如在宝藏湾区域，为了还原电影中自然野性的海岸风貌，种植了许多加拿列海枣、沙巴榈、华盛顿椰子等棕榈科植物；而在明日世界园区，因为电影中没有出现太多植物，该区域内的植物也相对较少。 宝藏湾区域的姜花。（图/受访者供图） 姚一麟告诉九行记者，为了符合区域主题，植物的修剪方式也会有所不同：“宝藏湾区域不太会用机械修剪，因为机械修剪会有很多人工的痕迹，而这个区域想表达的是纯自然的景观。”相反地，在需要未来感的明日世界区域，人工修剪并不违和。 园艺团队特意挑选了一款进口的桑树品种，将它修成了如同遮阳伞一般的形状，既与主题相统一，也兼顾了游客夏天的遮阳需求。 为了达到这种不着痕...

格隆汇4月24日｜奥飞数据公告，控股股东广州市昊盟计算机科技有限公司持有公司股份2.72亿股，占公司总股本比例27.60%，拟于2026年5月21日至2026年8月20日，通过集中竞价交易或大宗交易方式减持不超过2062.29万股，占公司总股本比例2.09%。若减持期间公司发生送股、资本公积金转增股本等变动，将对减持数量进行相应调整，以保持减持比例不变。

Neal McNeil JPMorgan downgraded Bloomin Brands ( BLMN ) to an Underweight rating after having the restaurant stock slotted at Neutral. Analyst John Ivankoe warned about valuation metrics on the Outback Steakhouse and LongHorn Steakhouse businesses based on average unit volume estimates. He also noted that pricing on comparable steak cuts remains relatively high. Looking ahead, Ivankoe and his team see the upcoming capital cycle as a constraint as the company targets ~275 remodels at ~$400K each over the next three years. JPMorgan maintains its price target of $6.00 on Bloomin' Brands ( BLMN ), implying a multiple of ~9X F27 EPS or ~4.0X EV/EBITDA. Bloomin’ Brands ( BLMN ) operates the Outback Steakhouse, Carrabba’s Italian Grill, Bonefish Grill, and Fleming’s Prime Steakhouse & Wine Bar chains. Shares of Bloomin' Brands ( BLMN ) were down 3.0% in premarket trading on Friday to $6.38 vs. the 52-week range of $5.19 to $10.70. The company is set to release its FQ1 earnings report on May 6. More on Bloomin' Brands Bloomin' Brands, Inc. 2025 Q4 - Results - Earnings Call Presentation Bloomin' Brands: Traffic Is Improving, But Inflation Is Winning The War Bloomin' Brands, Inc. (BLMN) Q4 2025 Earnings Call Transcript Miller Deep Value Strategy adds CRGY and BLMN among Q1 moves Bloomin' Brands outlines $50M turnaround investment and targets 0.5%-2.5% comp sales growth in 2026 while advancing Outback Steakhouse strategy

Zerbor/iStock via Getty Images HCA Healthcare ( HCA ) lost ~7% in the premarket on Friday after the largest for-profit hospital operator reported Q1 2026 results and reiterated its full-year outlook, noting that it didn’t experience a typical seasonal volume increase in Q1. The Nashville, Tennessee-based company recorded $19.1B in revenue for the quarter with ~4% YoY growth, exceeding the consensus by $30M. In comparison, its adjusted EBITDA for the period reached $3.80B with a ~2% YoY rise but missed the $3.87B projected by analysts. At the end of the quarter, roughly 50.5K licensed beds were available across 189 HCA hospitals, compared to ~50.6K and 192 hospitals a year ago, and the company improved its same-facility revenue per equivalent admission by ~3% YoY during Q1. HCA’s adjusted EBITDA margin for the period reached about 20%, indicating a roughly 50 bps decline from the prior-year period, while its non-GAAP earnings per share improved ~11% YoY to $7.15, largely in line with the consensus. The company noted that it did not witness the expected seasonal volume increase in Q1, primarily due to respiratory activity. Its respiratory-related admissions and emergency room visits dropped ~42% YoY and 32% YoY, respectively, during the period, while a winter storm in January impacted volumes in certain markets. HCA reaffirmed its full-year outlook issued in January, indicating $15.55B - $16.45B in adjusted EBITDA, which fell short of the $16.01B projected by analysts. Its unchanged forecasts for revenue and adjusted EPS at $76.5B - $80.0B and $29.10 - $31.50, respectively, missed the consensus estimates of $78.67B and $30.32 at the midpoint. With HCA being one of the first hospital operators to report results, stocks to watch include its peers: Surgery Partners ( SGRY ), Tenet Healthcare ( THC ), SunLink Health Systems ( SHY ), Universal Health Services ( UHS ), Select Medical Holdings ( SEM ), Acadia Healthcare ( ACHC ), and LifeStance Health Group ( LFST ). More on...

格隆汇4月24日｜士兰微公告，2025年营业收入130.52亿元，同比增长16.32%；净利润3.99亿元，同比增长81.27%。公司拟向全体股东每股派发现金红利0.08元（含税）。

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