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亚盛医药-B(06855.HK)发布公告，截至本公告日期，已向2022年受限制股份单位计划的3名选定人士 (2022年选定人士)授出69.63万份受限制股份单位(2022年奖励)，相当于 69.63万股股份(2022年进一步授 出)，其中向本公司执行董事兼首席执行官杨大俊博士(杨博士)授出39.38万份受限制股份单位;向本公司 首席医学官兼主要股东翟一帆博士(翟博士)授出28.39万份受限制股份单位;及向本公司1名高级管理人员 授出1.86万份受限制股份单位。 ...

EM indexes may inadvertently include constituents that are subject to U.S. sanctions, involved in espionage, or linked to human rights abuses. By employing a rigorous National Security Governance (NSG) process built upon the U.S. Intelligence Cycle, the fund filters out companies that pose strategic threats or cybersecurity risks. By tracking the Alerian National Security Emerging Markets Index rather than the MSCI index, NSI screens out bad actors that endanger national security interests. Key Takeaways: B ...

Key Takeaways Seagate Technology Holdings plc (STX) generates strong cash flow, supporting investments in innovation, acquisitions and growth while returning capital through dividends and buybacks. In fiscal 2025, it reduced debt by $684 million, highlighting balanced capital allocation. In second-quarter fiscal 2026, it delivered $723 million in operating cash flow and $607 million in free cash flow, returning $154 million via dividends and repaying $500 million in debt. However, leverage remains elevated, ...

Key Takeaways STMicroelectronics (STM) is scheduled to report its first-quarter 2026 results on April 23, 2026. For the first quarter, the company expects net revenues of $3.04 billion at the midpoint. The Zacks Consensus Estimate for revenues is pegged at $3.04 billion, implying a 20.7% year-over-year rise. The consensus mark for earnings has remained unchanged over the past 60 days at 19 cents per share, indicating an increase of 171.4% from the year-ago reported figure. STM surpassed the Zacks Consensus ...

行业概览与市场前景 - 全球自动驾驶汽车市场预计将从2024年的681亿美元增长至2030年超过2.1万亿美元，2025年至2030年间的复合年增长率高达19.9% [1] - 这是一个快速增长且具有吸引力的赛道，吸引了百度、Uber等主要参与者 [1] Uber的自动驾驶战略 - Uber采用以合作伙伴关系驱动的轻资产模式，通过与外部自动驾驶技术开发商合作，避免自研系统带来的巨额研发成本 [2] - 公司采取混合运营模式，整合人类司机、自动驾驶汽车、机器人技术和第三方合作伙伴，以保持运营灵活性 [2] - Uber已建立多项战略联盟，例如近期与中国的文远知行合作，在迪拜推出了完全无人驾驶、可收费的Robotaxi服务，这是迪拜最早投入商业运营的L4级自动驾驶汽车之一 [3] - 该合作支持迪拜到2030年实现25%出行由自动驾驶完成的目标 [3] - Uber利用其全球领先的网约车平台，拥有庞大的乘客和司机网络，一旦技术成熟，能够快速规模化自动驾驶服务 [4] - 其平台旨在整合来自不同自动驾驶合作伙伴的车辆，确保无缝和适应性强的用户体验 [4] - 公司的自动驾驶计划已开始在不同地区通过可扩展的部署取得可衡量的进展，并瞄准郊区和低密度区域以刺激增量需求 [5] - 除了平台规模、全球影响力和合作战略，Uber在核心驾驶技术方面也优于百度 [20] Baidu的自动驾驶战略 - 百度通过其Apollo平台构建了最广泛的自动驾驶生态系统之一，该平台是一个涵盖软件、硬件和云服务的全栈解决方案 [6] - 其关键商业化努力“萝卜快跑”运营完全无人驾驶的Robotaxi，已在多个城市完成数百万次出行，展示了在复杂城市环境中实现L4级自动驾驶的重大进展 [6] - 百度战略侧重于大规模商业化和全球扩张，正将其Robotaxi业务从中国扩展至中东、欧洲等地区 [7] - 其方法优先考虑成本效益和高利用率，通过低成本、专用自动驾驶车辆实现规模化的经济可持续性 [7] - 百度已与Uber达成合作，计划在亚洲和中东的选定市场将百度无人车部署到Uber平台上，结合了百度的AI技术与Uber的全球网络 [9] 财务与估值比较 - 过去三个月，UBER股价下跌个位数百分比，BIDU股价表现更差，下跌了两位数百分比 [10] - 百度的远期市销率为2.08倍，而Uber为2.6倍 [13] - 百度目前的Zacks价值评分为C，Uber为D [13] - Uber 2026年和2027年的盈利前景优于百度，过去60天，百度当前及下一财年的Zacks共识预期经历了两位数百分比的向下修正，而Uber 2026年的预期保持稳定，2027年预期略有上调 [15] - 具体数据显示，百度Q1季度盈利预期在过去60天下调了25.50%，Q2下调了17.95%，E1财年下调了16.57%，而Uber同期Q1预期上调了1.43%，Q2预期不变，F1财年预期不变，F2财年预期上调了0.47% [17] 公司定位与结论 - 百度正凭借其不断扩大的车队和尖端技术，成为自动驾驶领域的主要参与者，帮助Robotaxi从未来概念转变为全球实用的交通方式 [18] - 尽管百度在扩张，但其业务目前仍相对集中于中国 [19] - 相比之下，Uber利用其在多国的业务布局，将自身定位为自动驾驶出行的全球参与者，通过整合多个领先的自动驾驶系统，实现快速规模化 [19] - 基于分析，Uber在此次自动驾驶对决中胜出，其Zacks评级为3（持有），而百度的评级为4（卖出） [20]

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公司业绩与市场预期 - 亚马逊将于4月29日公布第一季度财报 [1] - 公司股价在财报公布前获得了来自华尔街两大重要认可的新动能 [1]

Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. JR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by ...

Exhibit 99.1 Permian Basin Royalty Trust PERMIAN BASIN ROYALTY TRUST ANNOUNCES APRIL CASH DISTRIBUTION, EXCESS COST POSITION ON WADDELL RANCH PROPERTIES AND UNITHOLDER MAILING BY SOFTVEST DALLAS, Texas, April 20, 2026 – Argent Trust Company, as Trustee of the Permian Basin Royalty Trust (NYSE: PBT) ("Permian" or the "Trust") today declared a cash distribution to the holders of its units of beneficial interest of $0.038014 per unit, payable on May 14, 2026, to unit holders of record on April 30, 2026. The di ...