当地时间4日，伊朗议会国家安全委员会发言人雷扎伊宣布，在当天他和外长阿拉格齐的会谈中，阿拉格齐表示伊朗目前并未就核问题进行任何谈判，并已做好应对任何情况的充分准备。雷扎伊说，伊朗正在制定新的霍尔木兹海峡管控机制，敌对船只将被禁止通过霍尔木兹海峡。雷扎伊还强调，必须支持包括黎巴嫩在内的“抵抗阵线”，并充分协调外交与实际行动。（央视新闻）

格隆汇5月4日｜美国中央司令部：美国海军导弹驱逐舰在穿越霍尔木兹海峡后，目前正在阿拉伯湾执行任务，以支援“自由计划”。两艘悬挂美国国旗的船只成功穿越霍尔木兹海峡。

GMR Solutions ( GMRS ) announced an IPO of ~31.9M Class A shares priced between $22 and $25 each. The company plans to list on the New York Stock Exchange under the ticker “GMRS.” Underwriters have a 30-day option to buy an additional ~4.8M shares to cover over-allotments. Proceeds will partly redeem Series B preferred stock and help repay debt tied to Global Medical Response. Additional funds from a $350M private placement and cash reserves will also support debt reduction. More on GMR Solutions Inc. GMR Solutions Targets IPO On High Debt, Contracting Revenue Financial information for GMR Solutions Inc.

Inter’s manager was not first choice to replace Simeone Inzaghi but has created a juggernaut that could not be stopped It all felt inevitable, by the end, Internazionale becoming champions of Italy for the 21st time with a win over Parma they did not even need. A draw would have sufficed: in this game, or the next one, or either of the two after that. Their rivals for the Scudetto yielded one-by-one through the spring and then, finally, all at once. None of Napoli, Milan or Juventus won this weekend, not that it would have mattered any more if they had. Inter were 10 points clear at the start of this round and 12 by its conclusion, the best team in Serie A by a mile. They have scored 82 goals in a league where no other team has yet made it to 60. Defensively, only Como can equal their 17 clean sheets. Continue reading...

Stock futures were falling Monday, putting a record-breaking rally for the and in jeopardy as Iran state media reported that the country struck a U.S. warship in the Strait of Hormuz. The U.S. military’s Central Command denied the report. Shares of eBay jumped 8.1% to $112.40.

Ukrainian Drone Hits Moscow Luxury Tower, Miles From Kremlin A Ukrainian one-way attack drone struck a high-rise apartment building in Moscow in the early hours of Monday, causing no reported casualties and only limited damage. The strike occurred just miles from the Kremlin, highlighting Ukraine's long-range drone strike capabilities. The New York Times reports that the drone strike comes five days before Russia's May 9 Victory Day parade, which has already been scaled back due to the growing drone threat. Moscow Mayor Sergei Sobyanin said there were no casualties, but footage posted online showed damage to part of one floor of the 54-story tower in southwest Moscow. Ukrainian drone stuck a building just 6 km from the Kremlin Monday night marked the third consecutive night of Ukrainian drone attacks on Moscow. One of the drones crashed into a building on a street adjacent to the Kremlin. After the attacks, checkpoints have appeared at the… pic.twitter.com/kn3Nn9AAJO — Visegrád 24 (@visegrad24) May 4, 2026 The strike follows a broader Ukrainian drone offensive targeting Russia's critical oil and gas infrastructure and shadow tanker fleet, part of an effort to disrupt Russia's sanctions-hit, oil-dependent economy. Related: Russian Black Sea Town Plunged Into Environmental Catastrophe After 4th Drone Strike On Oil Complex Ukraine Flexes With Much Deeper Drone Reach Targeting Russia's Refineries OSINT accounts on X report growing Russian concern over Ukrainian "unjammable" suicide drones allegedly powered by Starlink, an inconvenient development for Moscow's electronic warfare defenses. “Every day, there are more and more such drones.” The Russians are complaining that Ukrainian medium-range UAVs with unjammable Starlink communications are increasingly striking their rear-area logistics. Pictured are a “Hornet,” a “Baton,” and two “Darts” UAVs. https://t.co/5aPeLHaljY pic.twitter.com/R456yoxKxm — Roy🇨🇦 (@GrandpaRoy2) May 3, 2026 Related: From "Don't Be Evil" To Drone K...

Qualcomm looks technically stretched, but with a new growth story taking shape, this rally should still have room to run.

Qualcomm’s 50% Surge: Bubble Territory or Breakout Moment? TradingView

Investors reward growth but question heavy spending

Wall Street analyst updates AMD stock price target Finbold

Here are the biggest calls on Wall Street on Monday: Bernstein reiterates Apple as outperform The firm raised its price target on the stock to $350 per share from $340. "Apple's FQ2'26 results and FQ3 was strong across the board. Revenue grew 17% you in FQ2 and was guided to grow another 14-17% in FQ3. Gross margins also beat expectations at 49.3% for FQ2 and guided to 48% for FQ3." Goldman Sachs upgrades KE Holdings to buy from neutral Goldman says the China real estate company has an "attractive re-entry point." "We believe the share price movement post the recent peak at end-Jan provides investors with an attractive re-entry point into KE Holdings." William Blair initiates Suncrete as outperform William Blair says the concrete building materials company has plenty more room to run. "Suncrete is a rollup in the ready-mix concrete distribution market, targeting fast-growing Sunbelt metro areas." HSBC downgrades Palantir to hold from buy HSBC says it's concerned about rising competition fo r Palantir. "The success is inviting similar approaches by competitors like OpenAI. Moreover, with the proliferation of agentic frameworks and model context protocol (MCP) servers, we think the company's traditional barriers to entry are starting to erode." HSBC downgrades Advanced Micro Devices to hold from buy The firm says it sees limited upside for AMD. "We downgrade our rating to Hold as the stock has already significantly re-rated from trading at a 19x 2027e PE multiple to a 33x PE multiple with limited room for earnings upside due to capacity constraints." Morgan Stanley reiterates Advanced Micro Devices as equal weight The firm raised its price target on AMD to $360 per share from $255. "We expect a very strong quarter driven by server CPU, recent strength in the stock creates a higher bar for the quarter, but we don't expect enthusiasm to fade." Deutsche Bank upgrades Packaging Corp to buy from hold Deutsche says the packaging company is at an inflection point. "Followin ...

Patrick Industries ( PATK ) announced on Monday that merger talks with LCI Industries ( LCII ) have been terminated. "While there was consensus on leadership of the combined company, continued execution of Patrick's strategic plan and vision, and other key aspects of a potential transaction in alignment with a merger of equals, the companies were unable to reach agreement on certain other key terms," read a company statement, Looking ahead, Patrick Industries ( PATK ) CEO Andy Nemeth said the company is steadfast in committing to its independent brand-fronted foundation and customer partnerships in alignment with the business model. "With our diversified platform, strong balance sheet and cash flows, and disciplined capital allocation strategy, we are uniquely positioned to outperform our end markets through organic growth, innovation, and the continued execution of our proven M&A strategy," he added. It was noted that the company has a robust pipeline of high-quality opportunities. Shares of Patrick Industries ( PATK ) were up 1.7% in premarket trading. LCI Industries ( LCII ) was down 1.4%. More on LCI Industries and Patrick Industries Patrick Industries, Inc. (PATK) Q1 2026 Earnings Call Transcript Patrick Industries, Inc. 2026 Q1 - Results - Earnings Call Presentation LCI Industries: Thriving In A Slow Industry Setting (Rating Upgrade) Patrick outlines 2026 operating cash flow of $370M-$390M while evaluating LCI merger of equals talks Patrick Non-GAAP EPS of $1.10 beats by $0.06, revenue of $997M beats by $6.81M

bennymarty U.S. online marketplace eBay ( EBAY ) Monday confirmed that it has received an unsolicited, non-binding acquisition proposal from GameStop ( GME ). eBay had no discussions with or outreach from GameStop prior to receiving the proposal, the company said . eBay, with a market cap of $46B said, it will review this proposal "with a focus on the value to be delivered to eBay shareholders," including the value of the GameStop stock consideration and the ability of GameStop to deliver a binding, actionable proposal. eBay shares were up 8% in premarket trading, after rising as much as 13% following the offer to acquire the company at $125 per share in cash and stock. eBay shareholders are advised to take no action at this time, the company added. More on eBay eBay Inc. (EBAY) Q1 2026 Earnings Call Transcript eBay: Soaring GMV At A Reasonable Price eBay Inc. 2026 Q1 - Results - Earnings Call Presentation eBay stock soars on GameStop offer—These ETFs have the highest exposure eBay rallies as GameStop launches bold $56B takeover attempt

美国军方：两艘悬挂美国国旗的船只成功通过霍尔木兹海峡。 美国海军导弹驱逐舰目前正在阿拉伯湾行动。此前通过了霍尔木兹海峡，以支持“自由计划”。 美军正在积极协助恢复商业航运通行。

财联社5月4日讯（编辑 冯轶） 今日港股延续节前热度，三大指数集体收涨。截至收盘，恒指涨1.24%，国企指数涨1.07%，恒生科指涨2.16%， 【科网股及蓝筹权重领衔走强 恒指重回26000点后沽空活跃】 盘面上，今日大型科网股领衔走强，小米涨6.75%，阿里巴巴涨4.52%，快手涨3.64%，百度涨3.45%。 其他方向上，AI主线继续上扬，光通信、电力设备、半导体等相关板块齐涨。此外，地产、金融、航运、机械股等蓝筹权重纷纷活跃。消费电子、储能等热门概念也有所上行。 下跌的板块中，石油、煤炭等能源股领跌，家电、电信股短线走弱。 整体上看，港股短线强势震荡，今日恒指高开再度站上26000点横盘整固，全天成交1769.79亿港元。 沽空方面，总沽空金额为251.49亿港元，相当于恒指成交额的14.23%，显示场内空头依旧活跃。 小米集团-W、阿里巴巴-W、腾讯控股沽空金额位居前三，分别为30.98亿港元、15.97亿港元、11.29亿港元。 【全球AI产业链共振向上 高景气驱动结构行情】 行情层面，今日各大热门板块几乎全线普涨，仅石油、煤炭等少数板块走弱。 其中，AI主线再度受到海外产业链强劲基本面映射带动。 上周美股存储板块四大龙头美光、闪迪、西部数据、希捷科技盘中均创纪录新高，对资金情绪提振明显。 与此同时，今日韩国KOSPI指数收盘大涨逾5%，刷新历史新高。SK海力士和三星电子也创下历史最高收盘纪录。而在刚刚过去的一季报窗口，国内算力企业披露的业绩也同步验证下游需求爆发。 消息面上，根据财报及电话会，谷歌、微软、亚马逊、Meta四巨头2026年AI资本支出合计有望突破7000亿美元。 短线来看，全球范围内，AI硬件概念的高估值都在被不断增长的业绩消化。 并且，本周美股光模块巨头Lumentum、AI及芯片产业链中的Coreweave等公司也将披露业绩，市场预期显著强化，值得投资者保持跟踪。 【地缘影响余波不断 市场持续评估中长期风险】 不过，宏观层面，此前全球股市反弹主要由于市场倾向于认为中东进一步爆发高强度、长期军事冲突的概率边际降低，但并不意味着风险完全解除。 一方面，霍尔木兹海峡仍未恢复正常商业通行，其对能源、航运、通胀和下半年增长预期的影响仍需市场继续评估。 另一方面，尽管刚刚过去的周末美伊谈判略有进展，伊朗提出美伊谈判最新方案，美方也称美伊敌对行动已...

Silver Spruce Resources ( SSE:CA ) received extension approval from the TSX Venture Exchange to complete its second private placement tranche by May 18, 2026. The offering consists of units priced at CAD$0.20, each including one share and one warrant exercisable at $0.30 over four years. The first tranche raised $739,250 through the issuance of nearly 3.7M units. Proceeds will fund mineral exploration projects and general working capital needs. More on Silver Spruce Resources Inc. Financial information for Silver Spruce Resources Inc.

作为全球第三大二氧化碳排放国，印度正在燃烧更多煤炭。由于伊朗战争导致的能源供应中断以及全国范围内的热浪，这种高污染燃料的需求大幅上升。 印度超过70%的电力来自燃煤电厂。能源专家对媒体表示，预计今年煤电的占比还将上升。 今年2月，印度宣布其总发 电装 机容量中超过52%来自非化石燃料来源，其中大部分来自太阳能、水电和风电。然而，占总装机容量近43%的燃煤电厂仍然是主导性能源。 根据标普全球能源（S&P Global Energy）提供的数据，印度4月份的燃煤发电量平均为164.9吉瓦，而去年同期为160.7吉瓦。数据显示，4月份燃煤发电量环比增长了5.6吉瓦，增幅为3.5%。 印度约4%的发电装机容量以天然气为燃料，使用液化天然气运行，其中约60%通过霍尔木兹海峡进口。 煤炭燃烧量增加 惠誉评级（Fitch Ratings）驻新加坡企业评级总监吉里什·马丹（Girish Madan）表示，液化天然气价格上涨也使得燃气发电在经济上不可行。“因此，在这些夏季高峰月份，煤电需要承担更大的负担。” 随着热浪期间气温飙升，印度的电力需求正在上升。4月27日，总部位于新德里的空气质量与温度监测平台AQI汇编的数据显示，全球最热的50个城市全部位于印度。 标普全球能源亚太区短期电力和可再生能源研究负责人安德烈·兰宾（Andre Lambine）在给媒体的电子邮件中表示：“印度多个地区出现40-45摄氏度以上的热浪天气，推高了电力需求。”他补充说，尽管4月最后几周燃气发电有所反弹，但仍“比2025年的水平低1.5个平均吉瓦，突显出煤电在电力结构中对气电的持续替代”。 他表示，如果厄尔尼诺气候效应形成，印度“燃煤发电可能会出现同比增长10%的潜力”。 印度政府在5月2日的一份新闻稿中表示，本月印度预计将经历相对更高的气温，这可能导致“西北部、中部、西部以及东海岸部分地区出现热浪天气”。 其他行业的需求 大宗商品数据平台Kpler的首席洞察分析师菲拉特·埃尔盖内（Firat Ergene）表示，虽然煤炭需求主要来自电力行业，但其他行业也在依赖这种化石燃料。他对媒体表示，水泥生产商等行业正在带来额外需求。 埃尔盖内解释说，作为燃料燃烧的石油焦供应因中东冲突而中断，推高了价格，这促使水泥公司用煤炭替代石油焦。 上个月，印度承诺到2035年将其经济排放强度降低47%，以配合其到2070年实现...

President Trump announced that the U.S will "guide" stranded ships through the Strait of Hormuz. And, Democrats face an uphill battle to gain Senate control. Here are the key races to watch. (Image credit: Roberto Schmidt)

财联社5月4日讯（编辑 马兰） 新的一周，新的风波。在美股周一开盘前，一则伊朗导弹击中美国军舰的传言引发市场强烈反应，国际油价一度上涨超过5%，似乎代表着本周油价仍看不到企稳迹象。 据报道，伊朗称其有两枚导弹击中了美国一艘军舰，并迫使其驶离霍尔木兹海峡。但美国一名高级军官在X平台强调，美军舰并未被击中，美军中央司令部在社交媒体上亦发表声明称，没有美国海军舰艇被伊朗导弹击中。 国际油价在周一剧烈波动，截至发稿时布伦特原油期货已升破111美元/桶，日内涨幅超3.3%；美国WTI原油期货价格升至105美元/桶，涨幅达2.9%。 与此同时，美股三大指数期货均在盘前录得下跌。截至发稿，标普500指数期货下跌0.2%，道琼斯指数期货下跌0.43%，纳斯达克指数期货下跌0.07%。 市场对地区冲突的担忧不断侵扰市场。一名消息人士透露，伊朗已做好应对任何可能情况的准备，不会被美国胁迫。伊朗官方媒体塔斯尼姆通讯社还补充称，除了向美国军舰方向开火外，伊朗还制定了其他应对方案，必要时随时准备启动。 在中东的紧张局势之外，乌克兰上周日对俄罗斯境内目标发动了一波无人机袭击，导致人们对石油供应进一步中断的担忧不断蔓延。另一方面，欧佩克+上周日表示，他们将在6月份将石油日产量提高18.8万桶。此前，阿联酋于5月1日退出了该产油国组织。 展望未来，本周市场将迎来美国4月份就业报告，该报告将于周五发布。经济学家预计就业增长将放缓，预计新增就业岗位为6万个，而3月份为17.8万个。失业率预计将维持在4.3%不变。 企业财报方面，主要半导体制造商莱迪思半导体公司、AMD和Arm的财报将是本周的焦点。投资者还将关注Palantir和派拉蒙天空之舞的业绩。 个股新闻 【游戏驿站以555亿美元估值收购电子商务平台eBay】 游戏驿站宣布，将以每股125美元的价格，通过现金加股票的形式收购eBay。这一价格将比eBay上周五收盘的股价溢价20%。截至上周五收盘，游戏驿站市值约120亿美元，eBay市值约460亿美元。 【福特汽车据称申请豁免进口铝材50%的关税】 媒体引述知情人士爆料称，福特汽车已向特朗普政府申请豁免进口铝材50%的关税，但目前尚未获得回应。与此同时，福特将今年大宗商品成本预期从10亿美元上调至20亿美元，主要原因正是铝价持续攀升。 【波音因737 MAX坠机事故再遭民事起诉】 美国波音公司将于...

HSBC Downgrades Palantir Technologies to Hold From Buy, Adjusts Price Target to $151 From $205 marketscreener.com

Smith Collection | Gado | Archive Photos | Getty Images More graduate students are likely to take out private education loans after new federal loan caps were established in President Donald Trump's One Big Beautiful Bill Act . That prospect is worrying, consumer advocates and other financial experts say — private lenders are likely to reject many student applicants because of their credit scores or income, and those who are approved could face more expensive borrowing terms . "We cannot assume the private market will step in to fill federal loan gaps," said Carolina Rodriguez, director of the Education Debt Consumer Assistance Program in New York. "That reality will directly impact who can afford to enter critical professions." Read more CNBC personal finance coverage Treasury announces new Series I bond rate of 4.26% for the next six months Social Security benefits can be reduced for retirees who work. How that may change Fed keeps interest rates unchanged in April: What that means for you Wealth, millionaire tax push spreads to more states, but trend presents a 'challenge': Expert CNBC's Financial Advisor 100: Best financial advisors, top firms ranked The legislation passed in July eliminates the Grad PLUS federal loan program, which allowed graduate students to borrow up to the entire cost of their degree. Starting July 1, for most degrees, graduate students will be able to borrow only $20,500 per year, and up to $50,000 per year for professional degrees, such as dentistry and law, according to rules finalized by the Education Department on Thursday. The Trump administration said in January that the unrestricted borrowing led to " steep increases in graduate school tuition ." "I estimate that private student loan volume may double due to the loan limit changes," said higher education expert Mark Kantrowitz. Currently, students borrow roughly $10 billion a year in private student loans, Kantrowitz said. Several lenders, including Navient and SoFi , have already d...

Dynacor Group ( DNG:CA ) received Toronto Stock Exchange approval to renew its NCIB share buyback program. The company can repurchase up to 3.85M shares, representing about 10% of its public float. The program will run from May 6, 2026, to May 5, 2027, with purchases at prevailing market prices. Under the prior NCIB, Dynacor bought back 508,500 shares at an average price of $4.59. More on Dynacor Group Dynacor Group beats top-line and bottom-line estimates; introduces FY26 outlook Historical earnings data for Dynacor Group Dividend scorecard for Dynacor Group Financial information for Dynacor Group

Derick Hudson/iStock Editorial via Getty Images After social media giant Meta Platforms, Inc. ( META ) released its Q1 results for its Fiscal Year (FY) 2026 on the 29th of April 2026, the stock dipped 10% despite its earnings per share (diluted) of $10.44 for the quarter beating the estimated consensus estimate of $6.65-$6.82 . Now, Meta (once known as "Facebook") has some similarities in Google (whose Q1 2026 earnings were released on the day and the subject of the prior article published): it has a preponderant revenue driver in advertising. Like Google's Q1 2026, developments outside of its core business has a hand in line item performance. Trend Drilldown At first blush, diluted earnings per share ( EPS ) performance seems to have been both transformative and strongly bullish in Q1 2026, especially relative to FY 2025: Source: Created by Sandeep G. Rao using Meta's Financial Statements If trends were to continue (with accounting for anything else) as-is, FY 2026 would close out with a massive 76% growth in diluted EPS relative to a relatively modest 12% growth in total revenue and an 8% growth in operating income. "Accounting" precisely explains the divergence in performance between net income and operating income which, in Q1 2026, stands at nearly $4 billion. The company stated that it has recognized an $8.03 billion income tax benefit in Q1 2026 as a partial offset to the $15.93 billion non-cash tax charge recorded in Q3 2025 because of the One Big Beautiful Bill Act, which forced companies to capitalize R&D expenses differently and pay an additional tax surcharge. In early 2026, the Treasury Department issued Notice 2026-7, which clarified the treatment of these R&D costs under the Corporate Alternative Minimum Tax, thus allowing Meta to record a one-time tax benefit. Now, recognizing an $8 billion benefit vis-a-vis a $4 billion gap between operating and net income is an important consideration on the overall performance of the company in GAAP terms. The com...

Derick Hudson/iStock Editorial via Getty Images After social media giant Meta Platforms, Inc. ( META ) released its Q1 results for its Fiscal Year (FY) 2026 on the 29th of April 2026, the stock dipped 10% despite its earnings per share (diluted) of $10.44 for the quarter beating the estimated consensus estimate of $6.65-$6.82 . Now, Meta (once known as "Facebook") has some similarities in Google (whose Q1 2026 earnings were released on the day and the subject of the prior article published): it has a preponderant revenue driver in advertising. Like Google's Q1 2026, developments outside of its core business has a hand in line item performance. Trend Drilldown At first blush, diluted earnings per share ( EPS ) performance seems to have been both transformative and strongly bullish in Q1 2026, especially relative to FY 2025: Source: Created by Sandeep G. Rao using Meta's Financial Statements If trends were to continue (with accounting for anything else) as-is, FY 2026 would close out with a massive 76% growth in diluted EPS relative to a relatively modest 12% growth in total revenue and an 8% growth in operating income. "Accounting" precisely explains the divergence in performance between net income and operating income which, in Q1 2026, stands at nearly $4 billion. The company stated that it has recognized an $8.03 billion income tax benefit in Q1 2026 as a partial offset to the $15.93 billion non-cash tax charge recorded in Q3 2025 because of the One Big Beautiful Bill Act, which forced companies to capitalize R&D expenses differently and pay an additional tax surcharge. In early 2026, the Treasury Department issued Notice 2026-7, which clarified the treatment of these R&D costs under the Corporate Alternative Minimum Tax, thus allowing Meta to record a one-time tax benefit. Now, recognizing an $8 billion benefit vis-a-vis a $4 billion gap between operating and net income is an important consideration on the overall performance of the company in GAAP terms. The com...

eBay在声明中确认，已收到GameStop主动提出的、不具约束力的收购提议。 eBay表示，在收到该提议之前，公司未与GameStop进行任何讨论，也未接到对方接洽： “eBay董事会将在其财务和法律顾问的协助下，审慎评估这一未经请求的提议，以确定其认为符合公司及全体股东最佳利益的行动方案”； 建议股东目前不要采取任何行动； 董事会将重点评估该提议为eBay股东带来的价值，包括GameStop股票对价的价值，以及GameStop提出具有约束力、可执行提议的能力； 公司表示，在董事会对该提议进行进一步全面审慎评估之前，无意提供更多评论。 责任编辑：陈钰嘉

德勤（Deloitte）的一项最新研究显示，由于减肥药和糖尿病药物需求激增，盈利能力大幅攀升，制药行业正面临“泡沫效应”带来的风险。对Wegovy和Zepbound等药物的需求已将研发回报率推至多年来的最高水平，但德勤周一发布的报告指出，这实际上掩盖了行业其他领域所面临的压力。 全球前20强制药公司的研发回报率已连续第三年提升至7%，而这几乎完全得益于少数高预期价值的资产，例如胰高血糖素样肽-1受体激动剂（GLP-1类药物）。 报告发现，16年来首次，减肥疗法超过肿瘤学，成为后期研发管线价值最大的贡献领域。德勤认为，这加大了企业对特定治疗领域冲击的暴露风险。 德勤生命科学与医疗保健合伙人汉诺·隆特（Hanno Ronte）对媒体表示：“这是一个泡沫，因为太多资源集中在单一领域。”据估计，针对肥胖和糖尿病的药物目前占2025年后期研发管线全部预期商业收入的38%。 这一影响如此显著，以至于掩盖了行业其他领域更为疲弱的环境。如果将GLP-1/GIP资产排除在分析之外，行业回报率将降至仅2.9%，低于2024年的3.8%。 肥胖症资产目前约占后期研发管线总预期销售额的25%，而肿瘤学的份额已下滑至20%。这对肥胖症领域来说是一个惊人的增长，就在2022年，其贡献的预期价值仅为1%。 尽管这一繁荣推动了整体增长，但也导致了风险的显著集中。德勤发现，仅54个重磅炸弹级别的适应症（仅占后期研发管线的9%）预计将产生约70%的风险调整后峰值销售额。 对重磅药物的过度依赖并非新鲜事，但德勤表示，当前集中程度前所未有。这家“四大”会计师事务所称，这创造了一个高风险环境——少数资产可以提振整体投资回报，但同时也带来了更激烈的竞争和对特定治疗领域冲击的敏感性。 隆特表示：“从患者的角度看，泡沫不会破裂，这些药物也不会消失。但GLP-1药物已经到了一个关键时期，虚荣与健康在此交汇，真正创造了一个对患者、医疗系统和所有人都具有变革性的市场。” 科学家们仍在探索GLP-1药物的全部益处。 诺和诺德 （Novo Nordisk）的GLP-1药物已获批用于降低心血管风险以及治疗肝病和肾病患者，而 礼来 （Eli Lilly）的GLP-1/GIP组合药物已获批用于治疗肥胖症患者的睡眠呼吸暂停。 但仍有许多未知数，尤其是这些药物对大脑健康和炎症的潜在影响。去年，诺和诺德公布了一项多年临床试验的结果，研...

美國紐約市前市長朱利亞尼據報病危入院，總統特朗普發文支持，稱他為紐約市歷來最好的市長。 前美國紐約市長朱利亞尼的發言人周日發聲明，表示朱利亞尼已入院治療，他目前情況危急但穩定，不過並未透露具體細節。 美國總統特朗普發帖文證實朱利亞尼入院的消息，他形容朱利亞尼是一位真正的戰士，稱「他說的每件事都是對的」，但受到民主黨人的不公對待。 現年81歲的朱利亞尼，未做紐約市長前，曾擔任聯邦檢察官，嚴厲打擊黑幫和華爾街的不法交易。他在1993年當選紐約市長，2001年紐約遭遇911恐襲，朱利亞尼帶領紐約市民度過危機，被譽為「美國市長」。 朱利亞尼2000年曾參選參議院議員，並曾在2007年參選總統，不過最終退出競選。特朗普首個總統任期時，朱利亞尼擔任其私人律師，特朗普2020年總統選舉落敗後，朱利亞尼協助他，試圖推翻大選結果，但以失敗告終。 朱利亞尼因此被指，散播大選涉及舞弊的言論，遭到刑事檢控，先後被紐約同華盛頓特區吊銷律師資格，並因誹謗被罰款1.48億美元，折合逾11.5億港元。但朱利亞尼始終否認，在事件中有不當行為。 朱利亞尼與特朗普關係密切，去年六月，特朗普任命朱利亞尼為國土安全部顧問委員會成員，並表示將授予他總統自由勳章。

Sarah Sackman says response to rising antisemitic violence in UK has been ‘muted’ after stabbings in her constituency There has been a “lack of vocal solidarity” from parts of the liberal left in the face of rising antisemitism against the Jewish community, the Labour MP for Golders Green has said. Sarah Sackman said the response to antisemitic violence across the UK from parts of the “moderate majority”, including some anti-racist organisations, had been “muted”. Her comments follow a terrorist attack against the Jewish community in her constituency last week. Continue reading...

孕婦在整個懷孕期，醫生推薦接種包括流感及RSV呼吸道合胞病毒等疫苗，接種後母體所產生的抗體，可經胎盤傳給胎兒，保護初生嬰兒。不過本港孕婦流感疫苗接種率，只有一成半至兩成。 懷孕29周的阿Ming，三個月前依照醫生建議，接種了流感疫苗，雖然家中長輩對疫苖有所顧慮，但最後她仍選擇接種。 孕婦阿Ming說：「醫生說你(懷胎)三個月都算穩妥，你要打流感針，那時我都覺得為何要打針，姐姐和妹妹都說不要亂打針，但聽醫生說打了也沒有關係，不會對寶寶有影響，反而給寶寶一些抵抗力。」 孕婦屬流感重症高危群組，懷孕期間肺容量下降，免疫力相對較低。教授劉宇隆指未接種流感疫苖，患重症及死亡的風險，是已接種者的四倍。 香港大學兒科講座教授劉宇隆指出：「每年因為流感的感染，使小孩有些比較嚴重的併發症，去年大概有25、26宗，有三宗是死亡個案。再分析他們有沒有打針，其實那些都是絕大部分沒有打針，如果你沒有打針的話，相對有打針的，是高了四倍的風險，有重症和死亡的。」 整個孕期都可以接種流感疫苗，至於近兩年才在香港上市的RSV疫苗，要在懷孕32至36周接種。全球每年約十萬人死於RSV病毒，近一半是六個月以下嬰兒。目前政府未有將其納入資助計劃，孕婦需要自費接種，是否接種則建議與醫生，共同衡量利弊後再作決定。 婦產科專科醫生松園知子表示：「(RSV感染)是一歲以下兒童住院的主要原因之一，其發病及入院比例遠高於流感。RSV是非常常見的病毒，基本上一歲以下的兒童中，約七至八成曾感染RSV。由於嬰兒階段缺乏抗體，因此出現重症的機會較其他群組大幅增加。」

(RTTNews) - MacroGenics, Inc. (MGNX) on Monday said it has entered into an expanded royalty purchase agreement with Sagard Healthcare Partners, under which it will receive funding in exchange for a capped share of future sales of Zynyz.