緬甸官方傳媒報道，正服刑的前領導人昂山素姬已被轉為軟禁。 緬甸國營電視台的報道，亦發放一張昂山素姬的照片，見到她坐在木椅上，身旁有兩名身穿制服男子，未知何時何地拍攝。今次是近五年來，官方首次發放昂山素姬的照片。 80歲的昂山素姬曾獲頒諾貝爾和平獎。2021年，在軍方接管權力後被捕，被控貪污等多項罪名，判監27年。本月先後兩次獲減刑，但仍需服刑大約18年。

In this article @LCO.1 @CL.1 Follow your favorite stocks CREATE FREE ACCOUNT United States Marine Corps soldiers seen staged outside of the Federal Building in downtown Los Angeles during the 'No War On Iran' protest after conflicts arise with Iran and Israel on June 19, 2025 in Los Angeles, United States. Anadolu | Anadolu | Getty Images Oil prices climbed Friday, a day after a volatile session that saw the Brent crude contract for June hit a four-year high before retreating. The June contract, which expired on Thursday, climbed to $126.41 a barrel before settling at $114.01. On Friday, the July Brent futures contract rose 1.11% to $111.63 as of 10:15 p.m. ET, while U.S. West Texas Intermediate futures for June gained 0.45% to $105.54. The moves come as U.S. President Donald Trump faces a 60-day deadline under the War Powers Resolution related to military action in the Iran war. Under the 1973 law , a president must withdraw troops within 60 days of notifying Congress of their deployment, unless lawmakers authorize the military action. Congress has not done so. Stock Chart Icon Stock chart icon The U.S. and Israel launched strikes on Iran on Feb. 28, and Trump formally notified Congress on March 2, starting the 60-day clock and setting up a May 1 deadline. Trump could seek a 30-day extension under the law but has not done so, according to lawmakers. It remains unclear if Trump will withdraw U.S. forces if the deadline lapses without congressional approval. Tensions remain elevated despite a ceasefire. Trump on Wednesday escalated threats against Tehran, vowing to maintain the U.S. blockade on Iran until Tehran agrees to a nuclear deal. Tehran has refused to reopen the Strait of Hormuz unless the U.S. lifts its blockade of Iranian ports. Axios also reported that the U.S. Central Command had prepared a plan for a "short and powerful" wave of strikes on Iran in hopes of breaking stalled talks between Washington and Tehran. While the two sides are currently in a ceasef...

因国际基准油价变动，印度大幅下调5月前15天柴油与航空燃油的出口关税。印度政府当地时间周四晚间发布声明称：柴油特别附加消费税从每升55.55卢比下调至23卢比（约合24美分）；航空燃油出口税由每升42卢比下调至33卢比。受霍尔木兹海峡通航中断冲击原油进口影响，印度曾于3月27日对上述燃油加征出口税，以保障国内库存供应。 责任编辑：王永生

Ceri Breeze/iStock Editorial via Getty Images Introduction Three years ago Rolls-Royce ( OTCPK:RYCEY ) ( OTCPK:RYCEF ) was not in a great place. Its newly appointed CEO branded the company a “burning platform,” as nearly every investment resulted in value being destroyed. The firm was underperforming nearly every competitor, and worries hung over the weak balance sheet. To say change was needed would be an understatement. An ambitious transformation program was initiated, costs were cut, and unprofitable contracts were repriced. At the same time, the wider environment boosted Rolls-Royce. The bounce back in travel post-pandemic boosted the civil aviation division, rising defence spending boosted demand for its defence products, and rising data centre construction resulted in higher sales of power generation systems. This transformation was a success. Free cash flow has turned from negative to £3.3 billion in 2025, the balance sheet now has £1.9 billion in net cash, and shareholders have been rewarded with a more than sixteen-fold rise in the share price in under four years. Rolls-Royce is no longer the bloated, slow company of its past; it’s a high-margin industrial compounder, with growth only continuing at a rapid pace. Even after its rapid rise, I still believe Rolls-Royce can continue to deliver more. 2025 Results To see the progress Rolls-Royce has made, one only needs to look at its earnings . For 2025, revenues rose 14% year-over-year to reach £20.1 billion. This is far above the pre-transformation average and occurs across all major segments. Operating profit is where things look even more interesting, rising 38% from 2024 to reach £3.5 billion, as operating margins rose 3.2pts to 17.3%. 2025 Results Presentation – Rolls-Royce Improved profitability was observed across all segments. In the civil aerospace division, revenue rose 15% to £10.4 billion, supported by a 6% increase in engine flying hours and a 10% rise in shop visits. This resulted in an operating...

Earnings Call Insights: Roku (ROKU) Q1 2026 Management View "We delivered an outstanding quarter and are executing against our monetization initiatives." (Founder, Chairman, President & CEO Anthony Wood) Wood said "Advertising revenue grew 27%" and "subscription revenue grew 30%, driven by Premium Subscriptions sign-ups," adding, "we just recently passed 100 million streaming households." "Platform revenue grew 28% coming in ahead of our outlook, benefiting from the Olympics and Super Bowl" and "EBITDA margins more than doubled year-on-year to nearly 12%, and our $148 million of free cash flow for the quarter was our second highest free cash flow quarter on record." (COO & CFO Dan Jedda) "The majority of our video delivery is now through third-party programmatic partners" and "advertisers can now access our premium inventory through virtually every major buying platform." (President of Roku Media Charlie Collier) Outlook "We expect Q2 Platform to grow at a strong growth rate of 20% year-over-year." (COO & CFO Jedda) He also said, "for the full year, we increased our Platform revenue guidance by over $100 million or approximately 3 points of growth to nearly 21%, and we're increasing our EBITDA and EBITDA margins." "We just have much stronger visibility into Q2 versus H2, just given the macro environment... we're just being a little conservative on our H2 outlook." (COO & CFO Jedda) Financial Results "Advertising gross margin... at just over 60% was very strong for us in Q1... up over 400 basis points" and "I do believe that this level is sustainable for the rest of this year and after. I think it could potentially even come up." (COO & CFO Jedda) "Subscriptions were just north of 40%... I do expect it to stay at this 41% to 42% level for the rest of this year." (COO & CFO Jedda) "Non-M&E brands represented nearly 30% of the Roku Experience advertising revenue in first quarter." (President Collier) Q&A Brent Navon, BofA Securities: "can you explain some of the driver...

Earnings Call Insights: LendingTree (TREE) Q1 2026 Management View "We had an exceptional start to the year" (CEO, President & Director Scott Peyree), highlighting that "Adjusted EBITDA grew 71% year-over-year on a 37% increase in revenue" and that the company delivered "a record revenue quarter" and "the highest quarterly adjusted EBITDA we've had in 6 years." "Net leverage declined to 2.1x from 3.4x a year ago" (CEO Peyree), who also said the company "receive[d] a credit upgrade from S&P to B+ with a stable outlook" and framed the model as "a high-margin, asset-light marketplace with a scalable cost structure." "Insurance continues to lead the way" (CEO Peyree), saying the segment posted record levels and "Revenue and segment profit both achieved new records in the quarter, growing 51% and 50%, respectively, year-over-year," alongside the claim, "We are now the largest marketplace for consumers to shop for their insurance needs." "As the quarter progressed, we did begin to see some softening in consumer demand for loans" (CEO Peyree), attributing it to macro factors including "a decline in consumer sentiment, which reached historically low levels in April" while maintaining that "we remain confident in the long-term growth opportunity in consumer." "AI is a critical enabler across all of these efforts" (CEO Peyree), arguing, "AI is a tailwind, not a disruptor" and adding, "During the quarter, we launched an internally developed AI agent for our search marketing team that provides real-time optimization insights" and is being expanded across channels. "What we're assuming in the guide is just conservative" (CFO & Treasurer Jason Bengel), citing that "March and April, we did see headwinds" in Consumer and that guidance assumes "very, very muted seasonality with the possibility of further credit tightening out there." Outlook "At the midpoint of our updated '26 outlook, adjusted EBITDA is running at a 3-year compound annual growth rate of 26%" (CEO Peyree), while not...

Earnings Call Insights: Offerpad Solutions Inc. (OPAD) Q1 2026 Management View "Offerpad is executing," and "Over the past 2 years, we have evolved from a single product company into a multi-solution real estate platform, and that platform is now producing measurable results," said (Founder, Chairman & CEO Brian Bair). (CEO Bair) framed a tougher macro setup versus last quarter: "The macro environment has shifted since our last call... interest rates have moved higher... Transaction volumes remain below historical norms and affordability continues to limit mobility." He added that "we are seeing greater stabilization with increased engagement and clear alignment on pricing and expectations," and said, "we expect it to remain a tailwind through the remainder of 2026." (CEO Bair) emphasized capital discipline: "We run this business as a capital allocator first and an operator second... If it does not meet our return thresholds, we do not transact," adding, "volume follows return, not the other way around." He said the approach has produced "a portfolio that is cleaner, faster turning and better positioned for returns," and noted aged inventory "stands today at less than 30 homes, down from fewer than 60 at the end of quarter 4." (CEO Bair) said Offerpad made an operational change: "By moving to a post-inspection offer model, we are entering commitments with greater certainty," citing "stronger transaction quality" and "more efficient capital deployment." He also highlighted AI initiatives: "With SCOUT and HENRY, we are turning it into a faster, smarter and more consistent operating model," and said that after SCOUT deployment, "we saw over a 200 basis point improvement in home contracting rates." "We guided to a range of $70 million to $95 million in revenue and 250 to 300 transactions, and we delivered, generating $80 million in total revenue across 263 transactions in Q1," said (Chief Financial Officer Peter Knag). Outlook "For Q2, we expect 300 to 350 real estate t...

Earnings Call Insights: OneSpan (OSPN) Q1 2026 Management view “We had a good first quarter with strong profitability and solid revenue growth,” said (CEO & President Victor Limongelli), adding, “subscription revenue grew 8% year-over-year, and our adjusted EBITDA margin was 32%.” “Our gross revenue retention increased again in Q1, reaching 90% for the company as a whole and 94% for our Digital Agreements business,” (CEO & President Limongelli) said, while also noting capital return activity: “share buybacks... totaled approximately 1.5 million shares for more than $18 million over the past 3 quarters” and “an increased quarterly dividend as well.” (CEO & President Limongelli) said the company “completed the acquisition of Build38,” describing the rationale as mobile becoming “a critical attack surface for banks to protect,” and adding, “we now offer a comprehensive set of leading mobile application security technologies across the app shielding landscape.” (CEO & President Limongelli) updated on NOK NOK Labs: “we have grown that business materially with ARR having increased about 20% in less than 10 months since closing,” and said, “we now have the broadest B2B2C authentication offering, both hardware and software, cloud and on-prem and OTP and FIDO.” “We acquired Build38 on February 27. And as such, our first quarter results include just over one month of Build38's financial contribution,” said (CFO & Treasurer Jorge Martell), while also disclosing a revenue presentation change: “we now include term maintenance revenue within subscription revenue.” Outlook “We are affirming our full year 2026 guidance for revenue and adjusted EBITDA, and we are raising our guidance for ARR,” said (CFO & Treasurer Martell). “For the full year 2026, we expect total revenue to be in the range of $244 million to $249 million,” (CFO & Treasurer Martell) said, adding, “We expect software and services revenue to be in the range of $201 million to $204 million” and “hardware revenue to be...

Stagwell (NASDAQ:STGW) reported first-quarter 2026 results that management said were “firmly in line with our expectations,” while emphasizing a strong start in net new business and continued investment in AI-enabled products and sales capabilities. Chairman and CEO Mark Penn said the company is “hi

SPS Commerce (NASDAQ:SPSC) reported first-quarter 2026 results showing continued growth in its core operations, while management acknowledged ongoing pressure in the Amazon portion of its revenue recovery business. Revenue rose 6% year over year to $192.1 million, with recurring revenue up 7% and fu

Roku (NASDAQ:ROKU) executives highlighted what CEO Anthony Wood called an “outstanding quarter” on the company’s first-quarter 2026 earnings call, pointing to accelerating platform growth, expanding advertising capabilities, and continued momentum in subscriptions. Management also discussed product

四大指数均大幅上涨，品高股份问鼎月度牛股，寒武纪成“新股王”，主力大幅买入立讯精密>>

格隆汇5月1日｜据AXIOS援引两名美国官员表示，美国中央司令部指挥官布拉德·库珀海军上将和联合参谋长主席丹·凯恩将军今天向特朗普总统简报了45分钟，讨论了针对伊朗可能采取的军事行动新计划。

格隆汇5月1日｜据猫眼专业版数据，截至4月30日23时24分，2026年五一档新片总票房已破亿元，《穿普拉达的女王2》《给阿嬷的情书》《寒战1994》暂列五一档新片票房榜前三位。

美国总统特朗普4月30日在社交媒体上发文说，他将取消针对英国苏格兰威士忌的关税和进口限制。 英国苏格兰威士忌协会数据显示，美国是苏格兰威士忌最大的海外单一出口市场，占2025年苏格兰威士忌出口总额近20%。受美国加征关税影响，2025年苏格兰威士忌对美国出口金额和数量分别下降4%和9.2%。 长期以来，美英威士忌产业保持双向贸易关系，在苏格兰威士忌出口美国的同时，美国企业向苏格兰威士忌厂家大量出口二手木制酒桶用于威士忌陈酿。根据美英2025年5月达成的贸易协议，美国对英国输美威士忌征收10%的进口关税，这一税率保持至今。(新华社)

格隆汇5月1日｜WTI原油期货涨幅扩大至1%，报106.21美元/桶。

Source: Bloomberg, 5:22

格隆汇5月1日｜据乐有家研究中心今日公布的数据，2026年4月深圳一二手住宅总网签量9044套，环比上涨15%，时隔12个月再破9000套大关。其中，一手住宅合计网签3400套，环比上涨20%。具体来看，新房预售网签1844套，环比上涨17%，现售网签1556套，环比涨24%；二手住宅网签5644套，环比上涨11%。

格隆汇5月1日｜据伊朗新闻电视台，伊朗外长阿拉格齐4月30日同黎巴嫩议长贝里通电话，强调“制止以色列侵略黎巴嫩”是伊朗和美国停火方案的一个组成部分。双方在通话中讨论了地区局势发展以及巴基斯坦正在斡旋的谈判。阿拉格齐高度赞扬黎巴嫩对以色列侵略的抵抗，重申对黎巴嫩的坚定支持。

美國聯邦通訊委員會周四表決通過，推動禁止中國實驗室對在美國使用的電子設備進行測試。 提案禁止範圍包括智能手機、相機和電腦等電子設備。委員會估計約七成半美國電子產品在中國測試；又指表決推動該新提案，旨在優先考慮國家安全。 最新提案內容將禁止認可未與美國簽署相互承認協議或其他同等互惠貿易協定國家的測試實驗室與認證機構，而中國並未簽訂此類協議。若最終獲通過，預計經中國實驗室測試與認證的產品將在新規定實施後的2年內，逐步退出市場。

乐有家研究中心今日公布的数据，2026年4月深圳一二手住宅总网签量9044套，环比上涨15%，时隔12个月再破9000套大关。其中，一手住宅合计网签3400套，环比上涨20%。具体来看，新房预售网签1844套，环比上涨17%，现售网签1556套，环比涨24%；二手住宅网签5644套，环比上涨11%。（财联社）

最低工資即日起上調至時薪43.1元。 行政長官會同行政會議在二月接納最低工資委員會建議，法定最低工資時薪加1元，由42.1加至43.1元。 今次加幅是檢討機制首次採用「一年一檢」，並按新的方程式計算後得出，即以通脹、甲類消費物價指數及本地生產總值計算的經濟增長率得出調整幅度。 勞工處提醒僱主，記錄僱員每月金額上限，亦由即日起由每月17,200元提高至17,600元，以配合新法定最低工資水平的實施。

根据一份监管命令，美国证券交易委员会周四批准了 纳斯达克 NDAQ.O期权交易平台的一项提案，允许其上市并交易一种与主要指数挂钩的新类别的股市预测工具。 随着预测市场日益获得认可，并开辟了新的收入来源和市场洞察，多家公司正积极寻求进入该领域，该市场允许用户对现实世界事件的结果进行投注。 这家总部位于纽约的交易所运营商推出的产品是现金结算合约，到期时将根据指数收盘价是高于还是低于设定水平支付固定金额。 美国证券交易委员会表示，二元期权——一种根据“是”或“否”的投注结果提供收益的合约——若到期时处于实值状态，其“固定、全有或全无的行权结算金额”为100美元。 由纳斯达克运营的美国电子期权交易所纳斯达克MRX（Nasdaq MRX）将首先推出与纳斯达克100指数及纳斯达克100微型指数挂钩的期权产品。 纳斯达克100指数追踪纳斯达克交易所上市的100家最大型非金融公司，包括 苹果 、英伟达和 英特尔 。微型指数的基准值相当于纳斯达克100指数总市值的1/100。 该委员会批准了纳斯达克于3月通过提交的加速审批申请，称该提案“符合法案要求”，且未引发新的监管担忧。 “我们欢迎美国证券交易委员会批准纳斯达克MRX关于上市和交易与纳斯达克100指数挂钩的成果相关期权（OROs）的提案，”一位纳斯达克发言人表示。 其同行兼期权巨头Cboe全球市场CBOE.Z也计划于第二季度推出专注于金融和经济事件的“全有或全无”式合约，具体取决于监管批准。 责任编辑：刘明亮

财联社5月1日讯（记者 王俊仙 卢阿峰） 今年五一，对医药界而言意味深远，最高人民法院、最高人民检察院联合发布的《关于办理贪污贿赂刑事案件适用法律若干问题的《解释（二）》》（简称“《解释（二）》”）于5月1日正式施行，给长期处于灰色地带的医药营销划下了明确的刑事责任“时间红线”。 “在五一之前的这段时间，我们一些医药代表不去医院了，保持静默。”一位中部地区医药上市公司市场部人士向财联社记者反馈，部分医院专家已预期学术会议组织难度将明显上升。 “最近我们律所收到的有关这个司法解释的培训需求、咨询需求显著增多。”天驰君泰律师事务所上海分所高级合伙人徐佐旗告诉记者，近期医药、医疗企业人员以及医院医生对司法解释的关注度逐步提升，都在通过各种渠道研究影响和后续措施。 在一线执行层面，调整已深度波及药企营销和组织架构。医库公司董事长涂宏钢观察到，目前药企已普遍开展“全链条”的系统性学习，传统的经销与代理体系正经历清理与重构，而且出现了小微CSO的加速收缩及部分推广合同的停顿。与此同时，内部人员由于掌握业务细节，其发起的“内部举报”或将成为药企面临的重大不确定性风险。 而这其实是近年来医疗卫生领域商业贿赂整顿的缩影之一，正如多位受访人士所言，当依靠灰色空间获益的逻辑失效，产品力与真实疗效的回归将成为行业走向成熟的必经之路。 刑事风险高悬 与以往纲领性的合规指引不同，《解释（二）》细化了贪污贿赂犯罪的数额认定标准，且明确在食品医药、医疗等重点领域行贿，更低数额即可追责，例如非国家工作人员受贿罪、对非国家工作人员行贿罪的量刑标准分别参照受贿罪、行贿罪（单位行贿罪）定罪量刑标准执行，而根据2016年的《解释（一）》，受贿罪“数额较大”的起刑点为3万元。因此，非国家工作人员受贿罪的“数额较大”标准从原先的6万元（即受贿罪标准的二倍）降至3万元。 另一层震慑来自对“单位意志”认定的穿透。 《解释（二）》第十六条规定，为谋取不正当利益向国家工作人员行贿，具有下列情形之一的，以单位行贿罪定罪处罚：（一）单位集体决定，违法所得归单位所有的；（二）单位实际控制人或者主管人员决定，违法所得归单位所有的。个人财产和单位财产高度混同，单位通过行贿获得不正当利益实际归个人所有的，以行贿罪定罪处罚。 徐佐旗告诉财联社记者，过往案发后，绝大多数涉案企业惯用核心免责抗辩理由为：违规返利、学术赞助勾兑、渠道回扣等...

中国上市公司协会发布2025年上市公司经营业绩报告。报告显示，2025年上市公司整体业绩企稳回暖，核心资产稳健向好。全市场上市公司营收同比增长1.2%，整体实现净利润5.4万亿元，增长2.6%。全市场超七成上市公司实现盈利，北交所盈利面最高（83%）。3235家公司营收正增长，2425家公司盈利正增长，370家公司实现扭亏。政策引导下，科技创新和产业创新深度融合，未来产业保持快速发展势头，核聚变等前沿领域固定资产投资增长8.0%，传统产业转型升级不断深入，通用设备行业固定资产投资增长8.7%。2025年，全市场上市公司研发投入合计1.94万亿元，连续4年正增长，约占全社会研发经费投入的一半；研发强度2.66%，较上年继续提高。上市公司研发人员共327万人，占员工总数的10.4%。研发投入额前100名的上市公司主要分布于电子、汽车、电力设备等行业，其中17家公司研发强度超10%。（央视新闻）

ASEAN economic ministers say Middle East war could significantly slow regional growth Reuters

記者表示，西九龍高鐵站出境人流較多，過關通道有不少人排隊等候。不過現場屏幕顯示，現在過關時間少於十五分鐘，比較暢通。 有市民表示，會去前海、深圳灣等地方玩，因為消費平價，距離又近，適合假期去玩。 不少旅客陸續抵港，大部分來香港遊玩兩至三日，主要前往主題樂園或維多利亞港等等。不過有旅客選擇即日來回，因為香港住宿比較貴。 開往重慶、北京等地的長途列車班次已售罄，一些短途列車仍有剩餘車票。

【有線新聞】警方拘捕3名的士司機，涉嫌濫收車資及危險駕駛等，涉案的士被扣留調查。 警方星期四派員喬裝遊客，揭發兩名的士司機涉嫌濫收車資、沒有顯示的士咪錶及展示司機證，其中一宗個案一般車資應為200元，但涉案司機索價540元。警方今天又拘捕一名駕駛新界的士的男司機，涉嫌由西貢駕車至香園圍過程在車輛中間左穿右插，時速一度高達160公里，他亦曾多次在網上發布危險駕駛片段，涉嫌危險駕駛被捕。