(RTTNews) - Uber Technologies, Inc. (UBER), the ride booking app developer, Thursday announced that it is partnering with Ulta Beauty (ULTA), a beauty retailer to add more than 1500 Ulta Beauty stores to the Uber Eats marketplace.

imaginima/E+ via Getty Images The Department of Justice, alongside the Commodity Futures Trading Commission, is investigating a series of suspiciously timed oil market trades that occurred just before major announcements regarding the Iran conflict, according to a media report published Thursday. Federal officials are examining at least four trades where traders collectively wagered more than $2.6 billion that oil prices would fall—shortly before they did, ABC News reported, citing sources. The timeline of suspicious activity includes: March 23 : $500M bet placed 15 minutes before U.S. President Donald Trump announced a delay to threatened strikes on Iran’s power grid April 7 : $960M bet placed hours ahead of a temporary ceasefire announcement April 17 : $760M bet placed 20 minutes before Iran’s Foreign Minister announced the Strait of Hormuz was open April 21 : $430M in bets placed 15 minutes before Trump extended the ceasefire Data obtained from the London Stock Exchange Group did not show the identities behind these trades or prove insider trading occurred, the report said, adding neither the DOJ nor CFTC has commented on the investigation. The news comes shortly after a large crude-oil ( CL1:COM ) ( USO ) short position drew scrutiny after market analysts on Wednesday flagged unusual trading activity ahead of major diplomatic news. N early 10K contracts—worth about $920M in notional value—were placed roughly 70 minutes before Axios reported the U.S. and Iran were nearing a 14-point memorandum of understanding to end the war. Dear readers : We recognize that politics often intersects with the financial news of the day, so we invite you to click here to join the separate political discussion. More on Crude Oil Futures, United States Oil Fund LP ETF The U.S.-Iran Hormuz Deal: Last Chance To Prevent Oil Spike To $200 Commodities: U.S.-Iran Peace Deal Hopes The Petroleum Inventory Crash: $200+ Oil Is Coming Soon Oil in red as market awaits Iran response; Trump sees s...

GREENWICH, État du Connecticut, 07 mai 2026 (GLOBE NEWSWIRE) -- GXO Logistics, Inc. (NYSE : GXO) publie ce jour les résultats financiers de son premier trimestre 2026.

GREENWICH, Connecticut, May 07, 2026 (GLOBE NEWSWIRE) -- GXO Logistics, Inc. (NYSE: GXO) hat heute die Ergebnisse für das erste Quartal 2026 bekannt gegeben.

Praxis Precision Medicines press release ( PRAX ): Q1 GAAP EPS of -$3.20. General and administrative expenses were $27.9 million for the first quarter of 2026, compared to $13.9 million for the first quarter of 2025. The increase in general and administrative expenses of $14.0 million was primarily attributable to $9.8 million in increased personnel-related expenses and $3.5 million in increased professional expenses. More on Praxis Precision Medicines Praxis: Strong Buy As Relutrigine Submission Accepted Plus Expansion Potential Praxis Precision Medicines, Inc. (PRAX) Presents at TD Cowen 46th Annual Health Care Conference Transcript Praxis Precision Medicines, Inc. (PRAX) Q4 2025 Earnings Call Transcript Praxis Precision gains as lead asset accepted for FDA review Praxis rises on elsunersen data for SCN2A encephalopathy in children

Chipmaker's strong AI-driven growth and upbeat outlook push shares to a record high.

GCM Grosvenor press release ( GCMG ): Q1 adjusted net income per share of $0.18. Revenue of $124.8M (-1% Y/Y). More on GCM Grosvenor GCM Grosvenor: Low Carry Could Signal Latent Growth On PE Thaw GCM Grosvenor Inc. (GCMG) Presents at UBS Financial Services Conference 2026 Transcript GCM Grosvenor Inc. 2025 Q4 - Results - Earnings Call Presentation GCM Grosvenor outlines path to $280M+ fee-related earnings by 2028 as fundraising hits $10.7B record Seeking Alpha’s Quant Rating on GCM Grosvenor

BlackRock Inc. cut the value of its publicly-traded private credit fund by about 5%, as it struggled under the weight of troubled loans, markdowns and lower returns. BlackRock TCP Capital Corp. , a publicly traded middle-market lending fund, said markdowns totaled $35 million in the quarter ended March 31, according to a statement on Thursday. Still, the $1.5 billion fund highlighted “improving credit quality,” and said it invested more in senior debt and strengthened its balance sheet. The fund said its dividend, which was cut to 17 cents a share last quarter, would remain flat. Loans on non-accrual status — typically meaning borrowers have missed their debt payments — declined to 7.6% on a cost basis, compared with 9.7% in the prior quarter. Two of its portfolio loans were restructured and one was sold. Investments in 13 portfolio companies were on non-accrual status. The fund has been a challenge for BlackRock, the world’s largest asset manager with about $14 trillion in assets, which is expanding aggressively into private credit. BlackRock acquired specialist manager HPS Investment Partners last year for about $12 billion to significantly expand its previous capabilities and funds, including TCPC. The TCPC fund said in January that it cut the net asset value of its assets by 19%, which sent shares tumbling. The fund has struggled in part due to exposure to e-commerce aggregators — companies that buy and manage Amazon.com Inc. sellers — as well as troubled home improvement company Renovo Home Partners , which filed for bankruptcy. Funds in the $1.8 trillion private credit market have been under scrutiny as advancements in artificial intelligence threaten to upend their bets on software, an industry that makes up a significant portion of lenders’ portfolios.

Tesla ( TSLA ) recorded its sixth month of year-over-year gains in China-made EV sales, according to data from the China Passenger Car Association. The electric vehicle make saw a year-over-year increase of 36% in April to 79,478. The tally was lower on a sequential basis than the March sales level. The recent strength was partially attributed to the easy late 2024 and early 2025 comparisons, as well as a higher mix of China-made EVs being exported to Europe. Tesla's ( TSLA ) Shanghai Gigafactory exports Model 3 and Model Y vehicles to Europe, the Asia-Pacific region, and some Middle East markets, with smaller volumes going to Latin America and Africa. In Europe, reported recipients include the UK, Germany, France, Norway, the Netherlands, and Spain. Shares of Tesla ( TSLA ) were up 1.8% in premarket trading after posting a 2.4% gain on Wednesday. More on Tesla Tesla's Physical AI Pivot: How To Navigate The Generational Capital Trap (Rating Downgrade) Tesla's Robotaxi Opportunity Is Dead In Light Of Waymo's Dominance Tesla: The Future Is Promising, The Valuation Assumes It's Here Rivals turn partners as Anthropic inks deal to secure computing power from xAI's Colossus 1 SpaceX proposes spending $55B to start Terafab project

Tesla ( TSLA ) recorded its sixth month of year-over-year gains in China-made EV sales, according to data from the China Passenger Car Association. The electric vehicle make saw a year-over-year increase of 36% in April to 79,478. The tally was lower on a sequential basis than the March sales level. The recent strength was partially attributed to the easy late 2024 and early 2025 comparisons, as well as a higher mix of China-made EVs being exported to Europe. Tesla's ( TSLA ) Shanghai Gigafactory exports Model 3 and Model Y vehicles to Europe, the Asia-Pacific region, and some Middle East markets, with smaller volumes going to Latin America and Africa. In Europe, reported recipients include the UK, Germany, France, Norway, the Netherlands, and Spain. Shares of Tesla ( TSLA ) were up 1.8% in premarket trading after posting a 2.4% gain on Wednesday. More on Tesla Tesla's Physical AI Pivot: How To Navigate The Generational Capital Trap (Rating Downgrade) Tesla's Robotaxi Opportunity Is Dead In Light Of Waymo's Dominance Tesla: The Future Is Promising, The Valuation Assumes It's Here Rivals turn partners as Anthropic inks deal to secure computing power from xAI's Colossus 1 SpaceX proposes spending $55B to start Terafab project

Regency Centers ( REG ) declares $0.755/share quarterly dividend , in line with previous. Forward yield 3.82% Payable July 2; for shareholders of record June 12; ex-div June 12. See REG Dividend Scorecard, Yield Chart, & Dividend Growth. More on Regency Centers Regency Centers: The Real Opportunity Lies In Its Preferred Stocks Regency Centers Corporation (REG) Q1 2026 Earnings Call Transcript Regency Centers Corporation 2026 Q1 - Results - Earnings Call Presentation Regency outlines 3.25%-3.75% 2026 same-property NOI growth while keeping total NOI growth north of 6% Regency Centers FFO of $1.20 misses by $0.01

Q's first-quarter results are likely to reflect benefits from AI-driven demand for its products and solutions across the Semiconductor Technologies and ICS segments.

格隆汇5月7日｜欧盟委员会主席冯德莱恩：在东正教复活节期间，俄罗斯曾提议停火。然而，其目的仅仅是为了变本加厉地对乌克兰发动残酷袭击。今天针对乌克兰发动的空袭再次表明，俄罗斯在谈及停火或和平时，根本毫无诚意。

More on Unity Software Inc Unity: Too Uncertain To Trust The Turnaround Unity: Upgrade To Strong Buy On Excellent Preliminary Q1 Results Unity: High SBC And A Looming AI Threat, Sell Unity Software pops amid strong Q2 guidance Unity Software Inc Non-GAAP EPS of $0.23 misses by $0.01, revenue of $508.23M beats by $3.22M

資金動向 | 北水連續兩日拋售港股，加倉中芯國際超8億港元 富途牛牛

Prime Medicine press release ( PRME ): Q1 GAAP EPS of -$0.28 misses by $0.03 . Revenue of $0.88M (-39.3% Y/Y) in-line. Cash Position: As of March 31, 2026, cash, cash equivalents, investments, and restricted cash were $149.2 million, as compared to $191.4 million as of December 31, 2025. More on Prime Medicine Prime Medicine, Inc. (PRME) Presents at The Citizens Life Sciences Conference 2026 Transcript Prime Medicine, Inc. (PRME) Presents at TD Cowen 46th Annual Health Care Conference Transcript Prime Medicine slips after Q4 updates Seeking Alpha’s Quant Rating on Prime Medicine Historical earnings data for Prime Medicine

JHVEPhoto/iStock Editorial via Getty Images Shares of Zoetis ( ZTS ) fell ~13% in the premarket on Thursday after the veterinary product maker lowered its full-year outlook, citing a challenging first quarter marked by a decline in its U.S. revenue. The company recorded $2.3B in revenue for the quarter with a ~5% YoY growth as its international segment offset headwinds in the U.S. unit, where revenue fell ~8% YoY to $1.1B. Zoetis ( ZTS ) posted a ~11% YoY drop in sales from its companion animal products in the U.S. amid intense rivalry and softer demand. Meanwhile, revenue from its international unit grew ~17% YoY to $1.1B, driven by a 10% YoY rise in companion animal product sales, attributed to its parasiticides portfolio. However, the segment benefited from an estimated $100M revenue derived from operational changes made in connection with the company's fiscal year alignment, which eliminated the one-month reporting lag of its overseas units. Meanwhile, Zoetis ( ZTS ) recorded $1.53 of adjusted earnings per diluted share, indicating a ~9% YoY growth, still missing the consensus by $0.09. “The first quarter unfolded in a more challenging operating environment than we anticipated,” CEO Kristin Peck remarked. “We are taking decisive action to sharpen commercial execution, unlock revenue, and continue to drive disciplined cost management,” he added. Looking ahead to 2026, the company projected $6.85 - $7.00 of adjusted EPS on $9.680B - $9.960B of revenue, compared to $7.00 - $7.10 and $9.825B - $10.025B in the prior forecast and $7.03 and $9.89B in the consensus, respectively. More on Zoetis IDEXX Laboratories Vs. Zoetis: A Pre-Earnings Comparison Zoetis: Deep Value Persists Zoetis: Still Not Cheap Near 5-Year Lows Zoetis misses Q1 earnings estimates, revises guidance below consensus Zoetis Q1 2026 Earnings Preview

格隆汇5月7日｜美国总统特朗普：真材实料——黄金——位于迈阿密多拉尔。由伟大的美国爱国者们打造。

格隆汇5月7日｜纽约期银突破82美元/盎司，日内涨6.08%。

South African government debt is still on track to have peaked despite the Iran war, Moody’s Ratings said in a new report that endorsed the nation’s focus on reform and prudent public finances. “Improving fiscal performance and steady reform momentum support our view that government debt will stabilize this year before gradually declining,” the ratings agency said in a note on Wednesday. “This credit-positive shift is supported by stronger revenue, greater spending restraint and improving funding costs.” Investors warmed to South African assets following better-than-expected news from its February budget and after it won an upgrade from S&P Global Ratings, which lifted its credit assessment for the first time in two decades to BB with a positive outlook. Moody’s rates South Africa at Ba2 with a stable outlook, which it is expected to review later this month. Read More: Goldman Sees South Africa Rating Upgrade Likely in May The agency saw South Africa’s debt peaking at 86.8% of gross domestic product in the fiscal year ending March 2026, above National Treasury’s 78.9% forecast, before easing to 84.9% by 2028. It also sees the consolidated budget deficit narrowing to 4.3% in the current fiscal year from 4.5%, helped by rising primary surpluses, which exclude debt-service costs. “The 2026 budget confirmed South Africa’s improving fiscal position and the authorities’ commitment to consolidation,” Moody’s said. Still, the agency cautioned that faster debt reduction will depend on stronger economic growth, which faces a near-term threat from the fallout over the conflict in the Middle East. Even so, it expects fiscal and monetary authorities to respond to the economic impact of the war in a “measured and proportionate” way, estimating the drag on growth at about 20 to 50 basis points in 2026 and 2027 if inflation averages close to 4% this year. Read More: South Africa to Hold Municipal Elections on Nov. 4 The country’s forthcoming electoral cycle also poses risks. South ...

今年2月至4月，商汤Seko AI用户从30万+增长至近70万，其中超过70%的视频产出为AI漫短剧作品。巨日禄创始人杰夫也表示：「目前巨日禄的AI真人用户比例已超过漫剧用户」。 2月以后，伴随AI仿真人剧市场高速发展，客观上大量AI Agent快速涌现，并成为AI内容行业中活跃且竞争激烈的一环。 AI Agent是基于底层大模型的智能体——区别于传统大模型仅能进行单点问答与生成，它具备拆解复杂任务、规划执行步骤、调用多模型工具、闭环自动化工作的能力。落到短剧、漫剧、影视创作领域，即专门适配内容生产全流程的智能工作流，可实现从剧本拆解、人物资产、画面生成到视频制作的全链路自动化作业。业内因此习惯将Agent称为工具、铲子。 2025年，业内叫得上名字的Agent仅有垂直平台巨日禄一家；但2026年以来，各模型厂商、视频平台、内容公司纷纷入局Agent市场。 分类来看，目前市面主流的垂直Agent平台包括TapNow、巨日禄AI，商汤科技的Seko AI，万兴科技的万兴剧厂等。 字节的小云雀Agent、Vidu的Vidu Agent、MiniMax的海螺AI、昆仑万维的天工短剧工作台、360智脑的纳米AI，以及Kling 3.0内测中的可灵短剧Agent，则属大模型厂亲自下场做工具。 长视频平台也已先后推出自有Agent平台，如爱奇艺的纳逗Pro、腾讯的WorkRally、芒果的山海AIGC创作平台。 此外还有制作公司自研的Agent，例如爆款漫剧《西游：五指山上贴瓷砖》的制作方星火动漫自研了Free Toon；头部漫剧公司水母智能自研了触手AI，并开放给生态内合作者。 客观而言，当大模型本身已能支撑更高准确度和多模态一致性的长时段视频生成，我们判断，这类基于工作流的Agent生存空间将逐渐收窄。行业内也一直有观点认为，留给AI Agent的时间不多了。 但就目前看，这尚未成为决定性因素，更明显的仍是Agent之间的混战。因为底层逻辑上，目前市场尚无一个基于AI内容的、UGC或PGC维度的头部平台，各方均认为有机会成为下一个AI时代的抖音或网飞。 不过市场形势严峻，不难看出Agent市场已是一片红海。杰夫称，有头部客户在去年年底一个月内，被70多家工具找上门，「白嫖都嫖不过来，很多工具连一次被用户白嫖的机会都争取不到」。 为什么Agent工具越来越多 不同背景的玩家为...

财联社5月7日讯（编辑 冯轶） 财联社为您带来今日港股重要公告 1）公司要闻 澳博控股(00880.HK)： 一季度博彩净收益减少至53.64亿港元，上一年同期为69.49亿港元；净亏损为6200万港元，同比盈转亏。 信利国际(00732.HK)： 前4月累计综合营业净额约52.52亿港元，同比减少约17.6%；4月综合营业净额约14.51亿港元。 绿城中国(03900.HK)： 前4个月总合同销售金额约549亿元，同比减少22.68%。 雅居乐集团(03383.HK)：前4个月预售金额合计约23.3亿元，同比减少29.61%。 协合新能源(00182.HK)：前4月权益发电量总计3197.15GWh。4月发电量总计767.11GWh。 中国生物制药(01177.HK)：M701“CD3/EpCAM双特异性抗体”新药上市申请获得受理。 联邦制药(03933.H)： UBT38006 注射液获临床试验默示许可，为公司在糖尿病治疗领域又一重要创新成果。 威胜控股(03393.HK)：于2026年内已夺得国家电网集中招标累计价值约3.83亿元的合约。 神威药业(02877.HK)：一季度营业额6.24亿元，同比减少18.0%。 高伟电子(01415.HK)：拟不高于4000万元向LITCL出售机器设备。 2）融资、增减持、回购动态 恒安国际(01044.HK)：斥资2259.11万港元回购83万股，回购价26.98-27.3港元。 时代电气(03898.HK)：斥资4567.61万港元回购121.74万股，回购价格为每股37.14-37.84港元。 中远海控(01919.HK)：斥资3458.77万港元回购235万股，回购价14.62-14.86港元。 361度(01361.HK)： 完成配售1亿股配售股份，净筹约6.1亿港元，约80%将用于拓展海外市场网络。 中集集团(02039.HK)： 股东招商局国际(中集)投资有限公司通过大宗交易减持1509.7万股H股。 迈富时(02556.HK)：控股股东作出自愿禁售承诺，12个月内不出售所持股份。

格隆汇5月7日｜雅保CEO：锂需求显得相对具有韧性。(预计)全球锂消费今年增长37%。

伦敦量子计算初创公司Quantum Motion宣布完成1.6亿美元C轮融资，致力于利用标准硅晶体管制造可扩展的量子计算机。本轮融资由DCVC和Kembara共同领投，英国商业银行、Firgun及现有投资者跟投，创下英国量子公司最大单笔VC融资纪录。 Quantum Motion采用硅基晶体管架构制造量子比特，所用技术与智能手机、电脑芯片相同。与传统量子计算方案需要大型定制设施、功耗达数兆瓦不同，该公司的系统可部署于标准数据中心机架，成本与空间需求降低100倍，能耗降低1000倍。 该公司CEO James Palles-Dimmock表示：“量子计算只有建立在可扩展的平台上才能发挥全部潜力，而硅是实现这一目标的最强路径。”2025年，Quantum Motion已在英国国家量子计算中心部署了全球首台全栈式硅CMOS量子计算机，并已进入DARPA量子基准测试计划的B阶段。 该公司由牛津大学和伦敦大学学院教授于2017年创立，目前已拓展至西班牙和澳大利亚，并与GlobalFoundries深化制造合作。英国商业银行直接投资总监Charlotte Lawrence指出：“我们不再仅仅停留在理论层面，而是在英国切实开始构建量子计算平台。” 责任编辑：张俊 SF065

字节开始给豆包算账。 2026年5月4日，当许多用户在App Store更新豆包时，一则“付费服务声明”悄然上线：标准版68元/月、加强版200元/月、专业版500元/月。基础免费服务保持不变。 消息传出，“豆包收费”话题瞬间冲上各大平台热搜。这并非豆包第一次试水商业变现，但却是第一次将付费二字直接贴在C端用户的屏幕上。 于行业，这更像一枚深水炸弹：国内月活最大、用户黏性最高的AI应用开始收费了，AI应用要加速商业化了？ 图源豆包微信公众号 过去两年，国产大模型行业困在僵局里：一边是日均Token消耗量以千倍速度飙升，算力账单压得各家喘不过气；一边是同质化竞争日益激烈，为了留住用户，大模型厂商商业化步伐十分谨慎。 豆包向来是搅动池水的角色。 它曾打出“比行业低99.3%”的API定价牌，把价格战推向极致；也曾打破AI应用的界限，与中兴推出AI硬件“豆包手机”。 这一次，国内大部分厂商仍在AI应用商业化中小步慢跑，豆包这场C端的商业化实验显得有些冒险。 要理解这场收费背后的逻辑，不能只看价格牌上的几个数字。得沿着豆包的产品策略、用户规模和成本结构一路拆下去，再把它放到全球AI付费浪潮中对照，才能看清这场冒险究竟意味着什么。 豆包收费：谁消耗算力，谁买单？ 2025年12月，豆包日均活跃用户数突破1亿大关，成为字节跳动历史上推广费用最少的破亿产品。 在竞争激烈的AI应用市场，豆包凭借拟人化的形象，背靠字节的生态场景，成功走出了一条自己的成长路径。 近半年过去，相比于为公司省钱，字节更希望豆包能帮公司赚钱。 先看具体方案。豆包此次三档付费，标准版68元/月（连续包年688元），加强版200元/月，专业版500元/月。 据第一财经报道，豆包的付费功能将主要聚焦在复杂任务和生产力场景，如PPT生成、数据分析、影视制作等。基础版依然免费，日常闲聊、简单问答、基础翻译不受影响。 豆包官方随后回应称，豆包始终提供免费服务。在免费服务的基础上，豆包也在探索推出更多增值服务，相关方案细节目前还在测试阶段。 可以看到，目前豆包收费的三大功能有一个共同特征——Token吞吐量很大。 一份带动态图表的30页PPT，背后Token消耗可能是日常对话的上百倍；一段3分钟的高质量AI视频，模型要反复推理数百次才能保证画面连贯、风格统一。 再来看日常聊天场景。根据QuestMobil统计数据显示，2...

PM Images/DigitalVision via Getty Images The WisdomTree U.S. Total Dividend Fund ETF ( DTD ) offers a blend of income generation and high profitability measures, driven by sizable positions in big techs with large cash flow generation. With a greater allocation to technology and communication services since my last review of the fund in February 2025, DTD has a sector mix that sets it apart from other dividend-oriented strategies, which have a more straightforward focus on dividend yield. In the context of slow economic growth, the earnings resilience seen in big techs remains a positive factor for a fund like DTD, due to its significant positions in those companies compared to other dividend ETFs, which have, in general, limited exposure to the segment. Likewise, DTD’s allocation to large banks is also a tailwind, given their earnings resilience, and particularly due to the elevated interest rates still in place that favor the sector as a whole. That said, given the DTD’s quality tilt and performance relatively tied to big techs’ earnings, it is a fund that is worth keeping in the portfolio. Despite that, we should not expect the fund to keep pace with broader equity indexes like the S&P 500 in the long run, given their outsized allocation to mega-cap growth stocks, many of which are big techs, that are likely to continue to lead earnings growth over time. In addition, on the downside, its lower dividend yields and higher volatility relative to other dividend ETFs do not justify a more aggressive buy rate for the time being. ETF Description and Highlights DTD provides broad exposure to companies of all sizes that pay dividends in the U.S. market. It tracks the WisdomTree U.S. Dividend Index, which follows a multi-step process that starts with an initial universe of companies with at least $100 million in market capitalization and that have paid regular dividends over the past 12 months. The methodology also excludes high dividend-yield companies that have received ...

NVIDIA Shares Rally Toward 52-Week High: Buy More or Lock in Gains? Yahoo Finance

NVDA rises near its 52-week high as booming AI demand, strong Data Center growth and a lower P/E multiple fuel investor optimism.

过去两年，中国AI行业有一个心照不宣的默契，先免费，把用户做大，再谈商业化。 这没什么好奇怪的。中国互联网二十年的成功剧本，几乎全是这套公式，免费获取流量，再用广告、电商或增值服务赚钱。从搜索、短视频到移动支付，无一例外。 但5月初，豆包在苹果App Store页面更新付费订阅服务声明，计划推出三档付费版本，标准版连续包月68元（包年688元）、加强版200元（包年2048元）、专业版500元（包年5088元），同时保留免费基础版。 3.45亿月活、国内AI应用第一的豆包，开始收钱了。 这个动作背后，是不断上涨的成本压力。豆包单日Token消耗已突破120万亿，两年涨了1000倍；字节一年上千亿的资本开支，越来越重地砸进AI算力。 用户规模越大，模型能力越强，成本反而越高。 过去互联网用户越多越赚钱的逻辑，在AI时代第一次变成“用户越多越烧钱”。 01 1000倍增长的账单，没有人“买单” 要理解豆包为什么收费，我们先看一组数据。2026年3月，豆包大模型单日处理的Token量突破120万亿，距离产品发布不到两年，这个数字涨了1000倍。三个月前，它还只有现在的一半。 Token是AI运转的燃料。 用户每发出一条消息，每生成一张图片、一段视频，背后都是服务器集群在高速运转、消耗电力、折损硬件。用量涨1000倍，意味着字节为此付出的成本，也在以某种非线性的速度膨胀。 此前网传2025年，字节全年资本开支超过1500亿元，其中约900亿流向AI算力采购；2026年计划再投1600亿，其中850亿专用于AI芯片。同期有报道称净利润同比下滑超过70%。 虽然抖音集团副总裁李亮在微博发文澄清，称下滑数字基于国际会计准则，包含优先股和期权成本变动，实际经营利润率仅“小幅下滑”。但澄清文本身也承认， “抖音电商增速放缓和新兴业务相关投入增大”确实对下半年经营利润率造成了压力。 字节正在把越来越多的钱砸进AI，而更棘手的问题在于，AI的投入成本不会因为规模扩大而摊薄，反而相反。 传统互联网的变现逻辑建立在一个明确分工上，即平台出产品，用户出注意力，广告主出钱。用户盯着屏幕的每一秒，都可以被切割、定价、售出。这套结构运转了二十年，养活了几乎所有大型互联网平台。 但AI改变了用户和产品之间的关系。 用户发起的不再是浏览行为，而是任务，包括生成报告、分析数据、整理资料。任务中间是一个完整...

Amphenol ( APH ) declares $0.25/share quarterly dividend , in line with previous. Forward yield 0.72% Payable July 15; for shareholders of record June 23; ex-div June 23. See APH Dividend Scorecard, Yield Chart, & Dividend Growth. More on Amphenol Amphenol: Still On Fire, Starting To Look More Compelling Amphenol Corporation (APH) Q1 2026 Earnings Call Transcript Amphenol: Strong Growth Supported By Hyperscalers Amphenol prices €1.1B Euro-denominated senior notes Amphenol forecasts Q2 2026 sales of $8.1B-$8.2B and adjusted EPS of $1.14-$1.16 as AI datacom demand accelerates