一、DataEye海外微短剧热榜 本期（4月20日-4月26日）DataEye海外微短剧热榜，《The Billionaire Sex Addict and His Therapist》登顶榜首，热值586.6万；《Mr Denver》位列第二，热值487.4万；《The BA***DS of Boardroom》位列第三，热值344.2万。 本期DataEye海外微短剧热榜中，TOP30微短剧热值 5487.9万 ，环比微涨0.23%。从热值来看，共有24部微短剧热值超100万，较上期增加了1部，热值超200万的有9部，较上期增加了3部。 本期仅 1部新剧上榜 ，该剧名为《The CEO's Custom Game Of Desire》，位列第28位，热值94.0万，是一部涉及伦理、情感题材的AI仿真人剧，讲述了家道中落的女继承人为避免被父亲卖给变态，将自己贞操献给了一位英俊的陌生人，却发现对方竟然是自己前夫的叔叔，并且是一位商业巨头的故事。 从译制剧数量来看， 本期DataEye海外微短剧热榜中，译制剧数量为1部，与上期持平，本土剧占据29席。《万里江山入我怀》译制剧《Ruling Over All I See》位列第9位，热值201.7万。 从投放产品平台来看， DramaBox、Kuku TV、DramaShorts和My Drama表现活跃，本期DataEye海外微短剧热榜中，DramaBox占据11席，Kuku TV占据6席，DramaShorts占据5席，My Drama占据4席。 二、海外微短剧APP素材投放总榜 本期（4月20日-4月26日）DataEye海外微短剧APP素材投放榜，FreeReels蝉联榜首，素材量17.1万组；NetShort位列第二，素材量13.6万组；DramaWave位列第三，素材量12.2万组。 本期海外微短剧APP素材投放总榜中，TOP30 APP的素材投放总量 102.5万组 ，较上期减少了3.64%，其中TOP3产品素材量较上期均出现一定下滑。 具体来看，本期海外微短剧APP素材投放总榜中，共有21款产品素材数破万组，与上期持平。 从投放媒体来看， 本期海外微短剧APP素材投放总榜TOP30的产品主投Facebook、Instagram、Messenger和FacebookAudience，其中16款产品主投Fac...

Drugmaker had stalled large-scale projects in England but has now pledged investment at two sites, announced by Keir Starmer Britain’s biggest drugmaker AstraZeneca has said it will invest £300m in the UK in a surprise U-turn after pausing large-scale projects last year. The drugmaker had pulled back projects in Britain after becoming disillusioned with the business environment, including the availability of new medicines on the NHS and drug pricing. Continue reading...

希荻微公告，2026年第一季度营业收入2.51亿元，同比增长41.50%。归属于上市公司股东的净亏损764.01万元，上年同期净亏损2726.48万元。

格隆汇4月29日｜俄罗斯总统普京告诉刚果总统格索：我们在包括能源在内的不同领域都有良好的合作前景。我们愿加强两国之间的关系。

Olekcii Mach/iStock via Getty Images Investment Thesis Semiconductors and data centers, a hot market. Advanced Micro Devices ( AMD ) and Marvell ( MRVL ) are my two largest positions, although I did trim a little due to significant price appreciation. I generally prefer large companies, with some economic moat but still high growth, for large positions. However, I like to mix these positions with small positions in small companies in more incipient phases with disruptive technologies, because they have even higher growth potential. I think that one these companies is Aeluma, Inc. ( ALMU ), focused on new semiconductor materials with multiple possible applications, from defense/mobile/automotive sensors to data centers and quantum computing. For this kind of companies, I look for a very favorable reward/risk, and I see a ratio higher than 5:1 for a five-year horizon in a base-case scenario, or even 29:1 in an optimistic scenario, for this stock. I will also present a shorter-term options strategy with about 2.5:1 reward/risk ratio, but in just six-seven months, and that with just a minor move in the stock price above $20. Business Analysis Aeluma developed a novel technology based on heterogeneous integration of compound semiconductor materials on large-diameter substrates such as silicon. They believe that their technology is uniquely positioned to outperform silicon CMOS (complementary metal-oxide semiconductor) through the integration of high-performance compound semiconductor like InGaAs (Indium Gallium Arsenide). This heterogeneous integration enables the subsequent device fabrication and manufacturing in large-scale manufacturing environments that are suited to mass markets, with ~10X lower manufacturing cost: Figure 1: Aeluma's Wafer Platform (Investor Presentation) Other than these significant scalability and manufacturing cost reductions, Aeluma’s key technical advantages include thermal stability (operating at high temperatures without cooling) and high sen...

格隆汇4月29日｜道达尔能源CEO：我看到了本次危机给化工业务带来的一些积极信号。

作为扎根荆楚大地近90年的老牌国企，中百集团曾是在湖北遍地开花、家喻户晓的本土商超霸主，如今却风光不再、困境重重。 近日，湖北老牌零售巨头中百集团交出了一份连年亏损的2025年“成绩单”，自2021年以来，公司已连续五年归母净利润亏损，累计亏损额超20亿元。 2025年，中百集团曾高调宣布学习“胖东来”，如今却被调侃为“东施效颦”。 在零售业普遍面临转型压力的当下，深陷多重困境的中百集团正处于“负重前行、破局求生”的关键十字路口。 01、中百集团面临多重危机 中百集团成立于1937年，前身为中国国货公司武汉分公司。1997年，中百集团正式登陆深交所。和胖东来一样，中百集团是一家极具区域品牌优势的企业，主要聚焦华中市场，网点数量和经营规模位居湖北市场企业前列。 根据2025年年报，公司是以商业零售为主业的大型连锁企业，拥有大卖场、社区超市、24小时便利店、购物中心、电器专卖店、智慧物流、食品工厂、零售科技、塑料制品生产等多种业态。 2025年年报显示，公司全年实现营业收入82.83亿元，同比下降20.21%；归母净利润亏损9.57亿元，同比下降81.07%。并且，最终亏损额度直接超出公司的预期，根据公司1月底发布的业绩预告，预计2025年亏损在8.5亿元至9.2亿元之间，而最终9.57亿元的亏损直接突破了业绩预告上限。 图源：中百集团年报截图 这已经是中百集团连续第五年归母净利润亏损，五年累计亏损额超过20亿元。 对于亏损原因，中百集团在2025年业绩预告中表示：一方面受线上渠道持续挤压，线下新兴业态分流客源以及自身转型措施短期内效益未显现等因素影响，公司来客数下降，营业收入同比减少。另一方面人工成本、租金成本、折旧摊销等固定成本较大，关闭扭亏无望门店产生闭店损失，以及计提减值损失等因素，导致归属于公司股东的净利润亏损有所扩大。 面对业绩持续亏损，中百集团只得通过大范围闭店来“断尾求生”，通过“开优关劣”及时止住重大“出血点” ，2025年全年新开门店224家、关闭大小业态门店414家。其中直接关停经营多年、体量最大的仓储大卖场30家。 虽然目前大卖场仍然是中百集团的主要营收来源，关闭的大卖场也都是因为门店亏损和合同到期。从长期发展来看，关停亏损门店是优化运营的有效举措，但短期之内势必面临一定的财务压力。中百集团在公告中坦言，初步测算这30家门店关闭预计将产生关店损失...

Robert Way/iStock Editorial via Getty Images Shell acquires ARC Resources Shell's ( SHEL , RYDAF ) acquisition of ARC Resources Ltd. ( AETUF ) is a part of what has arguably been Shell's most important long-term strategic decision in the past decade, namely to bet on becoming a major global player in the LNG space. Looking back to its BG merger a decade ago, which was greeted by the market with considerable skepticism, it may have been the decision that prevented Shell from shrinking in size over the past decade. The ARC acquisition plan is, in my view, another well-timed acquisition that is set to be a small-scale repeat of the BG acquisition. The implications for ARC Resources shareholders, including yours truly, are straightforward. Shell offers a significant premium over the market cap at which the company has been trading. From my perspective, it is worth keeping the shares through the merger process. It equates to gaining Shell shares at a discount. Furthermore, Shell is set to benefit from what I see as a positive long-term outlook for Shell's external factors, while the ARC merger could improve its long-term internal performance, increasing its global LNG clout, and shoring up its otherwise poor reserves situation in its upstream segment. Taking these factors into consideration, I see Shell as a long-term buy. Shell stock rating - Upgrading from a hold to a buy The last time I covered Shell, it was the start of February, before the Iran conflict changed the dynamics of the global energy markets. I upgraded it then from a sell to a hold, on external factors such as Europe's low natural gas inventory levels, which I saw as beneficial to Shell, given its sizable LNG market presence. Shell's share price is up about 15% since I wrote that article, about half of the gain coming since the start of the Iran crisis. Shell stock price (orange), versus ARC Resources (green) (Seeking Alpha) It should be noted that until the acquisition announcement, Shell's share price ...

Weak targets trigger sell-off across key partners

随着美伊冲突持续，霍尔木兹海峡的航运限制正在扰乱全球贸易，给全球汽车工业带来日益加剧的不确定性，成为切实影响全球汽车销量、成本结构和区域市场格局的宏观变量。标普全球移动出行（S&P Global Mobility）在最新发布的快速影响分析中，更新了对2026年全球轻型车辆销售和生产的初步预测。 作为全球重要的贸易通道，霍尔木兹海峡目前局势紧绷，商业航运被限制，海峡通行量远低于战前水平，导致全球油价飙升、供应中断，能源市场出现前所未有的供需紧张和价格波动，严重影响全球经济活动。 全球销量预期下调 沙特阿拉伯、阿联酋、卡塔尔等海湾合作委员会（GCC）国家高度依赖海运进口车辆。航运中断导致车辆短缺、等待时间延长、车型供应减少。与此同时，战争风险保险费率飙升，物流成本暴涨，新车价格和通胀压力同步上升，消费者信心受挫，信贷意愿下降。标普初步估计，2026年GCC地区的轻型车销量可能损失约20万辆。 如果海峡持续关闭至四月底，全球市场可能遭遇更深的供应链中断。标普曾在3月预测中假设油轮航行将在几周内恢复（3月底或4月初），但这一情形未能实现。4月的最新草案假设海峡至少关闭至4月底，且航运恢复将是渐进的，正常化可能要等到2026年下半年。在此基准下，标普将2026年全球轻型车销量预期下调80-90万辆，2027年下调50万辆。 此外，如果海峡持续关闭至4月底，预计布伦特原油当月均价将达120美元/桶，日间波动区间100-150美元。高油价推高能源通胀，进一步压制汽车消费的可负担性。虽然这不会形成长期危机，但足以让2026年成为波动剧烈的一年。 生产端：亚太地区风险最高 与销量下调相比，生产端的不确定性更大。标普指出，由于生产相关不确定性仍存在，目前无法就汽车中断的范围和严重程度给出明确指引，但几点风险已浮出水面： 亚太地区风险最大，该地区既依赖中东的能源进口，也是中东和非洲（MEA）汽车市场的主要供应方。MEA销售流失将直接冲击日本、韩国、中国及东盟车企的出口。 原材料担忧加剧：除了石油，铝、甲醇、溴等通过海峡运输的工业原料也面临供应风险。目前半导体制造所需的氦气尚未受到影响，芯片制造商约有6个月库存。但海峡关闭时间越长，全球汽车供应链大规模中断的风险就越大。 生产降幅可能超过销量：标普暗示，2026年产量下降幅度可能比总销量反映的更严重，因为生产决策对供应链中断更敏感。 商用车...

Thomas Barwick/DigitalVision via Getty Images Investment thesis Shares of Fluor Corporation ( FLR ) rose sharply on Monday, April 27, 2026. They increased by 7.15% or $3.45 to $51.68 (but did slip back 2.23% the following day). Behind the increase are several good news stories that have increased investor confidence and brightened the engineering firm’s financial prospects. Based on this news, and what it represents, I expect the share price to rise significantly in the next year and rate it a Buy. About Fluor The company reports, in its 10-K for 2025 , that it provides six broad categories of service: engineering and design; project management; procurement; construction; and operations and maintenance. Those services are offered through three segments: Urban Solutions, providing innovative and sustainable solutions across advanced technologies, manufacturing, life sciences, mining and metals, infrastructure, and the staffing of project teams. Energy solutions: For traditional oil and gas markets, it provides EPC (engineering, procurement, and construction) services. Mission Solutions involves advanced technical services to governments, including the U.S. government. It claims several competitive strengths, including the delivery of “capital efficient business solutions” to clients; safety, a global execution platform, and more. It also has entered the second phase of a transition plan that seeks to solidify its financial structure and capitalize on megatrend opportunities (more below). The rising price The following one-month chart shows how Fluor’s share price has recovered since it hit a low of $43.78 on March 30. FLR 1 month price chart (Seeking Alpha) After the big jump on April 27, to $51.68, it was up 18.04% over the March 30 close. As noted, several positive developments are likely responsible for this gain. There is the sale of its interest in NuScale Power Corporation ( SMR ), which has brought in more than $2 billion; the price has gained momentum since s...

(RTTNews) - Potomac Bancshares, Inc. (PTBS) released a profit for its first quarter that Increases, from the same period last year

Federal Reserve Chairman Jerome Powell is now presiding over his final rate-setting meeting, followed by a 2 p.m. ET policy statement and 2:30 p.m. news conference. The biggest question Powell will face, as far as markets are concerned, is whether he will serve out his term as a Fed governor that runs through February 2028. The Fed's current makeup will make it challenging for Kevin Warsh, Trump's nominee to take over the Fed's helm, to ease monetary policy starting in June.

格隆汇4月29日｜寒武纪(688256.SH)公告称，公司2026年第一季度计提信用减值损失及资产减值损失合计约2.45亿元，相应减少公司2026年第一季度合并利润总额约2.45亿元。

Earnings Call Insights: ASE Technology Holding Co., Ltd. (ASX) Q1 2026 Management view Kenneth Hsiang (Head of Investor Relations & Senior VP) said the quarter showed a split demand pattern, with “seasonality in our EMS business, while demand for our ATM services did not slow at all,” adding that “even with less working days during the first quarter, our ATM revenues grew sequentially.” Kenneth Hsiang (Head of Investor Relations & Senior VP) framed capacity as a binding constraint, saying “our capacities along with those of our upstream foundry partners are finite with limited ability to be pulled forward at this point,” while also noting “we have been installing additional LEAP manufacturing capacities that are expected to start generating revenues weighted towards the fourth quarter.” Joseph Tung (Group Chief Financial Officer) raised the company’s investment plan, stating, “we are upping our CapEx for the year,” including “additional [ NTD 0.9 billion ] for buildings and infrastructure” and “an incremental USD 0.6 billion in machinery,” driven by “stronger demand for LEAP services this year and next.” Joseph Tung (Group Chief Financial Officer) lifted the LEAP revenue outlook and tied it to pricing, saying, “for ATM 2026 revenue, we now expect LEAP services revenue to be around 10% above our prior guidance, reaching over USD 3.5 billion,” and added, “our strong market position continues to support a favorable pricing environment throughout the year.” Outlook Joseph Tung (Group Chief Financial Officer) guided Q2 2026 at the consolidated level to “revenue should grow by 7% to 9% quarter-over-quarter,” with “gross margin should increase by 20 to 100 basis points” and “operating margin should increase by 50 to 120 basis points quarter-over-quarter.” Joseph Tung (Group Chief Financial Officer) guided the ATM segment to “revenue should grow by 9% to 11% quarter-over-quarter” and “gross margin should be between 26% to 27%.” Joseph Tung (Group Chief Financial Officer) gu...

格隆汇4月29日｜世纪华通(002602.SZ)公告称，2026年第一季度实现营业收入110.10亿元，同比增长35.19%；归属于上市公司股东的净利润为20.27亿元，同比增长50.18%。业绩变动主要系本期公司网络游戏板块收入增长所致。注：公司Q1净利润20.27亿，2025年Q4净利润12.48亿，据此计算，Q1净利润环比增长62.42%。

In this article GLD Follow your favorite stocks CREATE FREE ACCOUNT Gold prices held steady on Thursday, while a firmer dollar and fading hopes for near-term interest rate cuts due to higher oil prices continued to weigh. Hans-peter Merten | The Image Bank | Getty Images One of the hottest trades of the past year might have run its course, if one options trader gets their way. In one of the most interesting macro trades of the day, someone sold upside call exposure in the SPDR Gold ETF (GLD) while simultaneously buying downside put exposure in a two-pronged trade that both brings in a million-dollar credit and creates potential for big gains if GLD drops at least 15% by mid-July. The trader sold 4,000 of the $450-strike GLD calls expiring July 17 for a credit of $3.1 million, then bought 8,000 of the $360-strike puts expiring the same day for $2 million. That means as long as GLD stays below $450 by expiration, the trader is essentially getting paid to take a long-shot bet on a big crash in gold. Stock Chart Icon Stock chart icon SPDR Gold Shares, 1 year In the context of gold's three-year, 125% rally, it's a contrarian view. But precious metals have struggled since late January, when GLD hit an all-time high of $510. Perhaps no coincidence: the trader's breakeven price to the upside - $450 - is almost exactly April's high price. One way to interpret the trade could be a proxy bet on the Fed and interest rates. GLD touched its year-to-date low in March when the 10-year Treasury yield spiked above 4.4%. Fed funds futures traders are expecting no change from the central bank later Wednesday, but with volatility in crude oil prices and a new incoming Fed Chair, perhaps gold's interest-rate tailwinds are slowing. Gold was pulling back slightly on Wednesday with the GLD off 0.6% to $419.34 in early trading. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.

A new crop of defense startups from drone makers to software developers are emerging on Wall Street as governments raise military budgets and refill depleting supplies amid intensifying geopolitical tensions. In recent years, the Pentagon has been diversifying from traditional military contractors Northrop Grumman Corp. and Lockheed Martin Corp. and looking into nimble companies that resemble technology upstarts — with lofty valuations – that offer systems and materials that make fighting more cost efficient. As a result, investors are getting excited about defense names. “A lot of the companies that are going public right now are focused in areas that are high on the Pentagon’s wishlist,” said Austin Moeller , analyst at Canaccord Genuity. “That’s where all the budget dollars are flowing.” Aerospace and defense IPO activity have been making a comeback since 2024, according to data compiled by Bloomberg. So far this year there are two deals, not including the eye-popping debut of Austin, Texas-based Swarmer Inc. , whose AI platform is used to deploy and coordinate drone swarms, which saw its shares soar nearly 1,000% in the first three trading sessions after its initial public offering. Since 2019, 26 defense-related companies have debuted in initial public offerings, out of which at least eight jumped more than 30% in their first day of trading, data compiled by Bloomberg show. Hawkeye 360 Inc. , which provides satellite-based signals intelligence to US agencies, is the latest company to IPO. The Herndon, Virginia-based company is seeking to raise $416 million in an initial public offering by marketing 16 million shares for $24 to $26 each. A Defense Supercycle This year, shares of Arxis Inc ., a provider of electronic parts for aerospace and defense firms, surged 38% in its first day of trading after raising $1.3 billion in an upsized initial public offering. And military drone manufacturer Aevex Corp . doubled in two trading sessions after its listing . “We’ve go...

格隆汇4月29日｜根据寒武纪2026年第一季度报告，截至2026年3月31日，章建平退出十大股东行列；根据寒武纪2025年年度报告，截至2025年12月31日，章建平持有公司681.49万股股份，为公司第五大股东。

More on AbbVie AbbVie: Fairly Valued And Positioned For Growth AbbVie: Buy Or Sell Ahead Of Q1 Earnings? It's A Buy, But With Caveats (Upgrade) AbbVie: Upside Potential And Dividends With Competent Portfolio Renewal AbbVie Non-GAAP EPS of $2.65 misses by $0.02, revenue of $15B beats by $280M AbbVie says Rinvoq bests Humira in head-to-head study in rheumatoid arthritis

安费诺美股短线拉升，盘前涨超10%，现报158.99美元。

格隆汇4月29日｜美的集团(000333.SZ)公告称，2026年第一季度实现营业收入1310.99亿元，同比增长2.55%；归属于上市公司股东的净利润为126.75亿元，同比增长2.03%。业绩变动主要系公司楼宇科技、机器人与自动化及工业技术报告期收入分别为108亿元、82亿元、68亿元，分别同比增长10.1%、同比增长11.8%、同比下降11.7%。注：公司Q1净利润126.75亿，2025年Q4净利润60.62亿，据此计算，Q1净利润环比增长109%。