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穿越规则迷雾,三角格局与大国缝隙——北美国别市场观察

36kr 📅 05/07 22:02
北美区域经济正经历一场由地缘政治驱动,而非纯粹市场行为主导的深刻重构 过去十年,美加墨三国的贸易曲线几乎完美同步——共同经历疫情冲击、共同受益于USMCA生效后的复苏。 这并非巧合,而是区域产业链深度嵌套的直接结果:一辆汽车的生产,可能在三国边境往返七八次才能完成组装。这种高度一体化,使北美成为全球最封闭、但也最自洽的区域贸易圈之一。 2025年,墨西哥成为美国最大贸易伙伴,首次超越中国。不是墨西...

India fertilizer tender signals price surge as Middle East conflict disrupts supply

Seeking Alpha 📅 05/07 22:02
Smederevac India has received bids exceeding $900 per ton for phosphate fertilizer in a latest tender, underscoring how the conflict in the Middle East is driving up costs for key agricultural imports, Bloomberg News reported Thursday, citing traders with knowledge of the process. The tender, issued by Indian Potash, drew offers ranging from about $930 to $1,100 per ton. Around 18 suppliers partic...

苹果花2.5亿美元和解Siri相关诉讼案,单台设备最高获赔95美元

36kr 📅 05/07 22:02 AAPL.OMSFT.OGOOG.O
当地时间5月5日,苹果公司就一起Siri人工智能相关的集体诉讼达成和解,支付金额为2.5亿美元。 这起诉讼源于苹果在2024年全球开发者大会(WWDC24)高调发布的新一代Siri升级计划。新版Siri依托Apple Intelligence架构,当时据称将具备应用内深度操作、情境感知、连续对话等颠覆性能力,且将随iPhone 16系列同步推向市场。此后,苹果在电视、网络等渠道密集投放广告,将未上...

Aspen Aerogels expects Q2 revenue of $40M-$48M while targeting ~20% 2026 energy industrial growth after East Providence disruption

Seeking Alpha 📅 05/07 22:02
Earnings Call Insights: Aspen Aerogels (ASPN) Q1 2026 Management View "On April 8, we experienced an operational disruption in our aerogel manufacturing facility in East Providence" and "currently expect a staged restart of operations to begin in May" (President, CEO & Director Donald Young). "To date, we have mitigated any significant commercial impact of the disruption by working through invento...

怪现象:一批天才CTO不干了,跑去AI大厂写代码

36kr 📅 05/07 22:02 META.OAMZN.O
硅谷正在上演反常一幕:多位独角兽公司CTO辞职,回到大厂当程序员。 这家大厂就是Anthropic。 这个料,是其中一家公司的原CTO爆出来的。 Henry Shi是super.com的原CTO,去年10月加入Anthropic,担任技术幕僚长。 前几天,他在X上发帖,梳理了跟他一样,从独角兽企业跳槽到Anthropic,去干技术一线工作的CTO们。 这些CTO为什么甘愿“降级”?为了钱?为了理想...

Wall Street looks for direction as investors tune in for potential U.S.-Iran peace deal updates

Seeking Alpha 📅 05/07 22:01
da-kuk Wall Street’s major market averages search for clear direction on Thursday following the previous session’s rally, as investors turn their focus toward any new developments surrounding a potential Middle East peace agreement. The blue chip Dow ( DJI ) was near even, the benchmark S&P 500 ( SP500 ) was unchanged, and the tech focused Nasdaq Composite ( COMP:IND ) was +0.2%. From a sector-by-...

TerrAscend Q1 2026 slides: margins expand amid Schedule III shift

Investing 📅 05/07 22:01

上海市委常委会扩大会议传达学习习近平总书记在加强基础研究座谈会上的重要讲话精神

第一财经 📅 05/07 22:01
要聚焦基础研究先行区建设,推动上海(长三角)国际科创中心建设取得新突破。 上海市委常委会今天(5月7日)举行扩大会议,传达学习习近平总书记在加强基础研究座谈会上的重要讲话精神。市委书记陈吉宁主持会议并讲话。 会议指出,党的十八大以来,习近平总书记站在实现高水平科技自立自强、建设科技强国的战略高度,就加强基础研究的理论和实践问题作出一系列重要论述,深刻揭示了基础研究发展规律,深刻指明了做好基础研究这...

AI四小龙,估值破万亿

36kr 📅 05/07 22:01 AMZN.O
中国的AI四小龙,加起来值一万亿了。 5月初,《金融时报》援引消息人士披露,DeepSeek新一轮融资估值锁定在450亿美元,由国家大基金(国家集成电路产业投资基金)领投。4月初,DeepSeek首次被曝出融资消息,外界流传的估值版本是超100亿美元。照此估算,一个月时间估值涨到了4.5倍。 智谱、MiniMax两家公司自2026年1月初在港股上市以来,股价分别累计涨了7倍、近4倍,最新市值分别为...

Victory Capital Q1 2026 slides: beats forecasts with record revenue

Investing 📅 05/07 22:01

New Horizon Aircraft stock tumbles 19% on dilutive offering

Investing 📅 05/07 22:01

SmartCentres REIT reports Q1 results

Seeking Alpha 📅 05/07 22:01
SmartCentres REIT press release ( CWYUF ): Q1 FFO per unit and FFO with adjustments per unit for the three months ended March 31, 2026, were $0.54 and $0.52, respectively, compared to $0.56 and $0.54 for the same period in 2025. The decreases were primarily attributable to higher interest and general and administrative expenses, partially offset by higher NOI. Net operating income for the three mo...

Cotton Losses Extending to Thursday Trade

Nasdaq 📅 05/07 22:01
Cotton price action is down 100 to 110 points so far on Thursday. Futures closed the Wednesday session with contracts down 31 to 75 points. The US dollar index was $0.420 lower at $97.890. Crude oil was the pressure factor, falling $6.06 on the day on easing US/Iran tensions. The...

Corn Extending Weakness to Thursday AM Trade

Nasdaq 📅 05/07 22:01
Corn price action is down 2 to 4 ½ cents so far on Thursday morning. Futures posted losses of 10 ½ to 12 ¾ cents in most contracts on Wednesday, with a few deferred contracts down 4 to 7 cents. Open interest suggested some longs were taking money off the...

Soybeans Sliding to Thursday Morning Trade

Nasdaq 📅 05/07 22:01
Soybeans are trading with 2 to 5 ½ cent losses on Thursday morning. Futures closed the Wednesday session with contracts falling 10 to 16 ¾ cents. Open interest was down 8,142 contracts on Wednesday, mainly in the nearbys, with November up 4,479 contracts. There was just one delivery issued above...

Hogs Extend Losses to Wednesday

Nasdaq 📅 05/07 22:01
Lean hog futures were down 57 cents to $1.72 at Wednesday’s close. Open interest showed 2,867 contracts rolling out of the June contracts, with the rest of the board OI up 2,229. USDA’s national base hog price was reported at $94.59 on Wednesday afternoon, down 86 cents from the day...

这届年轻人,爱上“躺平游”

36kr 📅 05/07 22:01
5月1日,五一假期正式拉开帷幕,一场规模空前的“全民大迁移”在全国范围内如期上演。 根据交通运输部的预测,五一假期全社会跨区域人员流动量预计将达15.2亿人次,日均3.04亿人次,同比增长4%。假期首日,全社会跨区域人员流动量将达3.44亿人次,同比增长3.3%;全国高速公路车流量将达到7000万辆次,同比增长3.5%,单日人流、客流、车流均创历史同期新高。 与往年相比,2026年五一假期呈现出鲜...

GO Residential Real Estate Investment Trust reports Q1 results

Seeking Alpha 📅 05/07 22:01
GO Residential Real Estate Investment Trust press release ( GO.U:CA ): Q1 adjusted revenue of $46.3M. AFFO adjusted per unit of $0.25. More on GO Residential Real Estate Investment Trust GO Residential Real Estate Investment Trust announces C$325M inaugural unsecured debenture offering Historical earnings data for GO Residential Real Estate Investment Trust Dividend scorecard for GO Residential Re...

魏鳳和、李尚福受賄案一審被判死緩 沒收全部個人財產

无线新闻 📅 05/07 22:01
原國務委員兼國防部長魏鳳和、李尚福受賄案,兩人一審被判死刑、緩刑兩年,沒收全部個人財產。 中央電視台在《新聞聯播》播出有關消息。案件在軍事法院一審宣判,同時公布魏鳳和及李尚福的判決。 兩人曾先後出任防長。魏鳳和犯受賄罪,判處死刑。李尚福犯受賄、行賄,決定執行死刑。兩人均緩期二年執行,減為無期徒刑後要終身監禁,不得減刑、假釋。 現年72歲的魏鳳和是山東人,長期在導彈部隊工作。2015年軍隊改革後,他...

GEO行业数据造假手册:一个卧底交付员的自述

36kr 📅 05/07 22:00
我学会了一种新算术。不是加减乘除那种,是GEO行业专属的。 入职第二周,我从内容组调到了效果交付组。组长是个瘦高的姑娘,大家叫她阿梅,说话很快,手指敲键盘更快。她看了看我,说:"你数学好不好?" "还行吧。" "那就行。这活不需要数学好,需要数学灵活。" 骗术一:推荐率的邪修算法:求和不求平均 阿梅给我讲的第一件事,是怎么计算"推荐率"。 推荐率是GEO行业最核心的指标,简单说就是用户搜一个关键词...

The Pretender by Jo Harkin audiobook review – sprightly historical political skulduggery

The Guardian 📅 05/07 22:00
This 15th-century royal romp of intrigue and courtly conspiracy is given extra charismatic verve by John Hollingworth’s rambunctious narration It is 1483 and 10-year-old John Collan is living on a farm outside Oxford with his father, Will, and waging war on an aggressive goat that keeps trampling him. His mother is long dead and his older twin brothers, Oliver and Tom, have left home to begin appr...

The Rt Rev Lord Harries of Pentregarth obituary

The Guardian 📅 05/07 22:00
Progressive bishop of Oxford and popular contributor to Radio 4’s Thought for the Day Richard Harries, Lord Harries of Pentregarth, who has died aged 89, was best known to millions of listeners to BBC Radio 4’s Today programme as one of the most esteemed contributors to its religious Thought for the Day slot over 54 years. His brief three-minute talks to early-morning listeners – the last of them ...

Jonas Vingegaard targets Grand Tour slam as Giro d’Italia begins in Bulgaria

The Guardian 📅 05/07 22:00
Double Tour de France winner makes his debut when race begins on Friday and is the outstanding favourite for victory in Rome Jonas Vingegaard’s bid to complete a rare Grand Tour grand slam by winning the 2026 Giro d’Italia begins in Bulgaria on Friday when the double Tour de France winner makes his debut in the Italian race. Vingegaard, the winner of the 2022 and 2023 Tours de France, has been ecl...

Flutes, freestyles and infectious fun: Lizzo’s greatest songs – ranked!

The Guardian 📅 05/07 22:00
Ahead of her new album, Bitch, we rate the best of a singer who expertly suffuses self-empowerment anthems with humour and party-starting energy Lizzo’s contribution to the Barbie soundtrack fitted the film’s opening scene perfectly: fluffy, wilfully lightweight disco-pop, with lyrics that split the difference between being knowingly daft and offering a self-empowerment message. If you’re not in t...

Google unveils screenless Fitbit Air and Google Health app to replace Fitbit

Ars Technica 📅 05/07 22:00 GOOG.O
Wearables have really come full circle. The early Fitbits didn't have screens, but the move to smartwatches put a screen on everyone's wrist. Now, devices like Whoop and Hume are designed as data trackers first and foremost without so much as a clock. Google's newest wearable jumps on that trend: The Fitbit Air doesn't have a screen, but it does have a suite of health sensors that pipe data into t...

The best face moisturisers in the UK for every budget, season and skin type, tested

The Guardian 📅 05/07 22:00
Whether your skin is dull, dry or sensitive, these are our expert’s favourite formulas from her test of 25. Plus, dermatologists share their top tips • The best eye creams for banishing bags, puffiness and fine lines Moisturiser is a crucial step in any skincare routine. It supports barrier function and repair, helps protect your skin from environmental stress, and even forms the base of a flawles...

博阿兹・温斯坦旗下Saba暂停对9只英国基金的激进维权行动

新浪 📅 05/07 22:00
核心要点 在对伦敦上市投资信托发起长期维权攻势后,Saba 资本与先驱投资信托达成 三年静默休战协议 。 先驱投资信托宣布要约收购自身至多 66% 已发行股本,Saba 及其他投资者可按 接近资产净值 的价格离场。 该投资信托将易主,由安本集团接手管理。 由博阿兹・温斯坦执掌的对冲基金 Saba 资本,在敲定保障先驱投资信托未来发展的交易后,同意 暂停为期三年 、针对多达 9 只伦敦上市基金的激进...

天风证券,历史“包袱”出清

36kr 📅 05/07 22:00
当一家上市券商一季度的净利润只剩22.36万元,市场的第一反应往往是错愕的。 4月29日晚间, 天风证券(601162.SH) 同步披露的2025年年报与2026年一季报,拼凑出了一幅割裂的图景:一面是2025年艰难扭亏为盈的微光,另一面是2026年一季度净利断崖式暴跌99%的至暗。 截至5月7日收盘,天风证券报收3.79元,当日涨幅0.26%,总市值达382亿元。 01 十字路口 拨开冰冷数字的...

TC Energy Is Built For The Natural Gas Boom

Seeking Alpha 📅 05/07 22:00
StevanZZ/iStock via Getty Images It’s been a while since I last covered TC Energy ( TRP ) back in May 2025. In that piece, I highlighted TRP’s resilient fee-based cash flows and exciting growth projects on the way. TRP has since gone on to produce a 40% total return, far outpacing the 23% rise in the S&P 500 ( SPY ) over the same timeframe. In this article, I revisit TRP including recent business ...

IonQ, 'Nvidia Of Quantum,' Drops After Report

Yahoo 📅 05/07 22:00 NVDA.O
IonQ stock dropped Thursday, a day after the quantum computing company posted solid earnings results. IonQ's CEO reaffirmed his belief that the company will be the "Nvidia of Quantum." CEO Niccolo de Masi offered an upbeat view of the company ahead of the earnings report in an interview with Barron's.
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