AMD Beat Earnings by $600 Million: So Why Did $30 Billion Disappear? Investing.com

Kemi Badenoch is using an arcane parliamentary procedure known as a humble address to try to compel the government to release documents relating to the appointment of Peter Mandelson as Britain’s ambassador to the US. The Conservative leader’s aim is to secure the release of documents including the due diligence work carried out by the Cabinet Office, and emails between Mandelson and Morgan McSweeney, an ally of the former peer who is now chief of staff at No 10. What is a humble address? It is a motion sometimes tabled by the opposition on a day in the House of Commons allocated for the discussion of subjects chosen by non-government parties. Officially a petition to the monarch, which can be used as a way of extracting something from the government, it is used for reasons including calling for papers from departments headed by a secretary of state. It can be debated, amended and voted on like any other motion. In the case of the one put forward this week, the government has added an amendment stating that all documents would be published “except papers prejudicial to UK national security or international relations”. If agreed, humble addresses are understood to be binding on the house. What is their history? Humble addresses have rarely been used over the past 200 years, but were deployed as far back as 1715, during the first parliament of George I, to address what its proponents viewed as national security fears “abetted and encouraged by treasonable practices at home, in favour of a Popish Pretender”. John Stuart Mill, a liberal philosopher and MP, used a humble address in 1866 as part of the campaign to extend votes to women. Have they become more frequent? While originally regarded as a polite, ceremonial message, one view is that they have been politically weaponised in recent years by opposition parties looking for procedural back doors to force the release of sensitive documents. A key moment came in 2017 when the Tory-led government conceded that it had to...

B4LLS The S&P Global U.S. Composite PMI rose to 53.0 in January from 52.7 in December, and compared to the 52.8 recorded in the preliminary reading, according to data released on Wednesday. The services PMI rose to 52.7 from 52.5 in December, vs. 52.5 flash. Employment, meanwhile, rose only marginally, while confidence in the outlook softened. Cost pressures remained elevated, although inflation weakened from the end of 2025. A similar trend was seen for output charges. "Sustained service sector growth, supported by a robust rise in manufacturing output in January, indicates the economy is growing at an annualized rate of around 1.7%," said Chris Williamson, chief business economist at S&P Global Market Intelligence. "However, that's a lower gear compared to the pace of expansion seen prior to December's slowdown, and hints at GDP growth cooling in the first quarter," added Williamson. More on U.S. Economy U.S. private sector labor market softens further in January: ADP jobs report House passes spending bill to end partial government shutdown The U.S. is set to run the economy hot in 2026, TS Lombard says

Key Points Hycroft Mining is a gold and silver miner that rose alongside metals prices. The company is sitting on proposed gold and silver mines, but is not actually operating today. The stock looks highly risky for investors, even after dipping in February. 10 stocks we like better than Hycroft Mining › Shares of Hycroft Mining (NASDAQ: HYMC) rocketed 57% higher in January, according to data from S&P Global Market Intelligence. The company, which owns proposed gold and silver mines but does not actually mine today, is seeing a booming stock price amid the resurgence of metals prices. The company also outlined a large silver concentration late in December, which could prove profitable. However, with gold and silver prices collapsing to start February, Hycroft Mining stock has quickly retraced 23% from recent highs. Here's why the stock was rising in January, and whether now is a good time to buy the dip on this gold and silver miner. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Booming metals pricing The mining business is easy to understand. If you can produce refined metal at a price below the current selling price, the business will make a profit, meaning the higher the price, the better. With gold and silver both up around 100% in the last year, investors turned Hycroft Mining into a momentum stock. It is up over 1,000% in the last twelve months based on assumptions for operating leverage once it begins to mine for gold and silver. It even announced a high silver concentration at one of its locations in December, which, combined with a rapidly rising silver price, sent Hycroft Mining stock into overdrive. There is just one problem with Hycroft Mining: it does not actually mine metal today. It will be a few years -- if not longer -- before the company plans to actually bring gold and silver to market. This means it cannot take advantage of the recent price surge and must hop...

The upshot of Glencore selling a stake in its DRC business to a U.S. government backed entity is a cash injection and a potential derisking of its mining operations.

(RTTNews) - Shares of Advanced Micro Devices, Inc. (AMD) are falling about 12 percent on Wednesday morning trading despite no corporate-related announcements to impact the movement. The company's shares are currently trading at $211.46 on the Nasdaq, down 12.81 percent. The stock opened at $209.79 and has climbed as high as $218.58 so far in today's session. Over the past year, it has traded in a range of $76.48 to $267.08. AMD closed trading at $242.11 on Tuesday. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

现货黄金短线从5037美元附近跳水，逼近4967美元，日内整体涨幅迅速收窄至0.5%。现货白银回落至89美元一线，目前涨4.6%，美股盘前还曾涨至92.2美元。

高测股份（688556）公告，公司关注到有媒体报道称，公司与马斯克团队有过接触，引起市场关注与讨论。经公司核查，公司目前尚未开展太空光伏相关业务，未与相关团队开展合作，未签署任何框架性协议或正式协议，未产生相关订单和形成相关收入，未对公司经营业绩造成影响。

格隆汇2月4日丨美国1月标普全球综合PMI终值53，预期52.9，前值52.8。

Advanced Micro Devices Stock Falls 12% Nasdaq

格隆汇2月4日｜高测股份发布澄清公告，公司关注到有媒体报道称，公司与马斯克团队有过接触，引起市场关注与讨论。经公司核查，公司目前尚未开展太空光伏相关业务，未与相关团队开展合作，未签署任何框架性协议或正式协议，未产生相关订单和形成相关收入，未对公司经营业绩造成影响。

格隆汇2月4日｜美国1月标普全球服务业PMI终值52.7，预期52.5，前值52.5。

Source: Bloomberg, 6:28

Dario Amodei, co-founder and chief executive officer of Anthropic, during a Bloomberg Television interview in San Francisco, California, US, on Tuesday, Dec. 9, 2025. David Paul Morris | Bloomberg | Getty Images Anthropic on Wednesday said its artificial intelligence chatbot Claude will remain ad-free , a decision that comes just weeks after the startup's rival OpenAI announced plans to begin testing advertisements within ChatGPT. In a blog post, Anthropic said that Claude users will not see ads or sponsored links near their conversations, and the chatbot's answers will not be influenced by third-party product placements. The personal nature of users' conversations with Claude would make ads feel "incongruous" and "in many cases, inappropriate," the company said. Anthropic was founded in 2021 by former OpenAI researchers, including its CEO, Dario Amodei . The company is best known for developing a family of AI models called Claude, and its AI coding tool Claude Code has exploded in popularity in recent months. "Our business model is straightforward: we generate revenue through enterprise contracts and paid subscriptions, and we reinvest that revenue into improving Claude for our users," Anthropic said in the blog post. "This is a choice with tradeoffs, and we respect that other AI companies might reasonably reach different conclusions." Read more CNBC tech news 'Muskonomy' shakeup: SpaceX valuation approaches Tesla's after merger with xAI Pinterest CEO rebukes, fires 'obstructionist' employees who created tool to track layoffs Nvidia, OpenAI appear stalled on their mega deal. But the AI giants still need each other Nvidia's Jensen Huang denies OpenAI deal rumors: 'There's no drama' Last month, OpenAI said it would start to test ads with its free users and ChatGPT Go subscribers in the U.S. The company said the ads will be clearly labeled, appear at the bottom of the chatbot's answers and will not influence ChatGPT's responses. OpenAI inked more than $1.4 trillion wo...

美国1月标普全球综合PMI终值 53，预期 52.9，初值 52.8。

美国1月标普全球服务业PMI终值 52.7，预期 52.5，初值 52.5。

Stefan Aue/iStock Unreleased via Getty Images I previously covered Tesla, Inc. ( TSLA , TSLA:CA ) in September 2025, discussing how the CEO's $1B stock price purchase had triggered an asymmetric expansion in the company's enterprise valuation by $160B, with it exemplifying the market's and investors' overexuberance. Combined with the impacted EV delivery numbers, the deteriorating top/bottom-line performances, the uncertain robotaxi/Optimus robot monetization opportunities, and the underwhelming services performance, I had believed that the stock's meme-like triple-digit valuations did not make sense - resulting in my Sell rating then. In this article, I shall discuss why I am reiterating my Sell rating for the TSLA stock here, given the intermediate-term demand headwinds in the US/China arising from the changing EV subsidy policies, the battery supply issues impacting their near-term solar/battery growth prospects, and the delayed robotaxi/Optimus monetization opportunities pending production ramp-up/commercialization. This is worsened by the near-term noise on its Free Cash Flow generation/balance sheet health from the outsized multi-year capex guidance and the potentially impacted bottom-line performance assuming an intensified debt leveraging during its multi-year growth investments. TSLA Faces Numerous Tailwinds & Headwinds TSLA 1Y Stock Price ( TradingView ) Since my last Sell rating, TSLA has mostly traded sideways between the Q4'25 support levels of $420s and the prior resistance level of $480s, with the ongoing consolidation since September 2025 also observed in some of its automaker peers in varying degrees. This development naturally underscores the risks of chasing overpriced stocks while lending credibility to my prior Sell rating, as the expiring $7.5K EV tax credit contributes to its impacted FQ4'25 EV delivery numbers at 418.22K vehicles ( -15.8% QoQ / -15.6% YoY ). I expect TSLA to report a further deterioration in its FQ1'26 delivery numbers as wel...

Stefan Aue/iStock Unreleased via Getty Images I previously covered Tesla, Inc. ( TSLA , TSLA:CA ) in September 2025, discussing how the CEO's $1B stock price purchase had triggered an asymmetric expansion in the company's enterprise valuation by $160B, with it exemplifying the market's and investors' overexuberance. Combined with the impacted EV delivery numbers, the deteriorating top/bottom-line performances, the uncertain robotaxi/Optimus robot monetization opportunities, and the underwhelming services performance, I had believed that the stock's meme-like triple-digit valuations did not make sense - resulting in my Sell rating then. In this article, I shall discuss why I am reiterating my Sell rating for the TSLA stock here, given the intermediate-term demand headwinds in the US/China arising from the changing EV subsidy policies, the battery supply issues impacting their near-term solar/battery growth prospects, and the delayed robotaxi/Optimus monetization opportunities pending production ramp-up/commercialization. This is worsened by the near-term noise on its Free Cash Flow generation/balance sheet health from the outsized multi-year capex guidance and the potentially impacted bottom-line performance assuming an intensified debt leveraging during its multi-year growth investments. TSLA Faces Numerous Tailwinds & Headwinds TSLA 1Y Stock Price ( TradingView ) Since my last Sell rating, TSLA has mostly traded sideways between the Q4'25 support levels of $420s and the prior resistance level of $480s, with the ongoing consolidation since September 2025 also observed in some of its automaker peers in varying degrees. This development naturally underscores the risks of chasing overpriced stocks while lending credibility to my prior Sell rating, as the expiring $7.5K EV tax credit contributes to its impacted FQ4'25 EV delivery numbers at 418.22K vehicles ( -15.8% QoQ / -15.6% YoY ). I expect TSLA to report a further deterioration in its FQ1'26 delivery numbers as wel...

Both had strong momentum last year. Over the next decade, some industries, such as fintech and streaming, are likely to grow significantly. That's what many analysts predict due to several factors, such as rising demand for digital payment and banking services, and the decline of more traditional entertainment like cable in favor of streaming. Companies that are leaders in these markets may deliver above-average returns through 2036. Let's consider two stocks, one in each industry, worth investing in today and holding on to for the next decade: Robinhood Markets (HOOD 7.08%) and Roku (ROKU 1.48%). 1. Robinhood Markets Robinhood's shares have more than doubled over the past year as sales and earnings have been growing at a good clip. In the third quarter, the company's revenue doubled to $1.27 billion, while net income rose 271% year over year to $556 million. The company is moving in the right direction in other areas. Robinhood's number of investment accounts is improving constantly, for instance. But could it keep up that momentum over the next 10 years? There will be some volatility for sure. Robinhood is trading at 38.7 times forward earnings, which suggests little room for error. However, its brand power and expanding service portfolio could help it perform well through 2036. Expand NASDAQ : HOOD Robinhood Markets Today's Change ( -7.08 %) $ -6.16 Current Price $ 80.91 Key Data Points Market Cap $78B Day's Range $ 79.79 - $ 85.28 52wk Range $ 29.66 - $ 153.86 Volume 595K Avg Vol 26M Gross Margin 89.78 % Robinhood helped pioneer the commission-free trading model, making investing in stocks easy. The company's entirely online model also means it can save on overhead costs and pass those savings on to customers in various ways. Robinhood is particularly popular with younger investors for a reason, and over the long run, it should attract a fair number of young adults just getting into investing. Then there is Robinhood's growing portfolio of services. The company ...

Amazon’s AMZN fourth-quarter 2025 results, scheduled to be released on Feb. 5, are likely to reflect gains from its strengthening cloud service offerings. Amazon Web Services (“AWS”) remains the crown jewel in Amazon's portfolio, with the Zacks Consensus Estimate projecting AWS sales of $35.02 billion for fourth-quarter 2025, indicating robust 21.6% year-over-year growth. In the third quarter, AWS revenues (18.3% of sales) rose 20.2% year over year to $33 billion. AWS segment operating income was $11.43 billion, up 9.4% from the year-ago quarter, demonstrating the segment's ability to maintain strong margins even while investing heavily in AI infrastructure. This performance continues to solidify AWS' position as the market leader, competing effectively against Microsoft MSFT Azure, Alphabet GOOGL-owned Google Cloud, and Oracle ORCL. Synergy Research Group reported in third-quarter 2025 that Amazon (29%), Microsoft (20%), and Google (13%) dominated the cloud provider market with a combined 63% market share. The cloud computing giant is likely to have benefited from several strategic initiatives and product launches executed during the October-through-December period that positioned AWS to capture accelerating enterprise demand for artificial intelligence capabilities. Click here to know how Amazon’s overall fourth-quarter performance is likely to have been. Amazon.com, Inc. Price and EPS Surprise Amazon.com, Inc. Price and EPS Surprise Amazon.com, Inc. price-eps-surprise | Amazon.com, Inc. Quote Major Infrastructure Milestones Drive AI Capabilities The completion and activation of Project Rainier in late October have represented a pivotal achievement for AWS' AI infrastructure ambitions. The massive computing cluster, featuring nearly 500,000 Trainium2 chips deployed across multiple data centers, has gone fully operational with partner Anthropic already running workloads. This $11 billion Indiana-based facility has marked AWS' largest infrastructure project to date,...

格隆汇2月4日丨俄罗斯政府1月石油收入跌至逾五年来最低，全球油价走弱、俄油折价幅度扩大以及卢布走强共同拖累了财政状况。外媒基于俄罗斯财政部周三公布的数据计算显示，1月石油相关税收同比腰斩至2817亿卢布（37亿美元）。石油和天然气合计收入也下降50%，至3933亿卢布。石油和天然气合计约占俄罗斯财政收入的四分之一。在该财政期间，布油期货价格同比下跌15%，而美国制裁使俄罗斯受到的冲击更为严重。在出口方面，俄罗斯旗舰品种乌拉尔原油的交易价格较实物原油基准即期布伦特低约每桶26美元。Argus Media数据显示，一年前该折价仅为12美元多一点。更大的挑战在于卢布走强，去年12月，卢布兑美元平均汇率为78.4368，较一年前升值近25%。

Image source: The Motley Fool. Wednesday, Feb. 4, 2026 at 8:30 a.m. ET Call participants Chief Executive Officer — Robert Mauch Chief Financial Officer — James Cleary Takeaways Adjusted Diluted EPS -- $4.08, representing a 9% increase, attributed mainly to U.S. Healthcare Solutions segment performance. -- $4.08, representing a 9% increase, attributed mainly to U.S. Healthcare Solutions segment performance. Consolidated Revenue -- $85.9 billion, up 5.5%, reflecting growth in both reportable segments and other business lines. -- $85.9 billion, up 5.5%, reflecting growth in both reportable segments and other business lines. U.S. Healthcare Solutions Revenue -- $76.2 billion, a 5% rise, driven by higher volumes in GLP-1 products, specialty sales, and health system partnerships. -- $76.2 billion, a 5% rise, driven by higher volumes in GLP-1 products, specialty sales, and health system partnerships. GLP-1 Product Sales -- Grew by $1 billion, an 11% increase, evidencing heightened specialty utilization in the U.S. market. -- Grew by $1 billion, an 11% increase, evidencing heightened specialty utilization in the U.S. market. Consolidated Gross Profit -- $3 billion, up 18%, primarily due to the U.S. Healthcare Solutions segment. -- $3 billion, up 18%, primarily due to the U.S. Healthcare Solutions segment. Gross Profit Margin -- 3.48%, an improvement of 37 basis points, mainly influenced by the Retina Consultants of America (RCA) acquisition. -- 3.48%, an improvement of 37 basis points, mainly influenced by the Retina Consultants of America (RCA) acquisition. Operating Expenses -- $1.9 billion, an approximately 22% increase, primarily from the RCA acquisition and overall revenue support. -- $1.9 billion, an approximately 22% increase, primarily from the RCA acquisition and overall revenue support. Consolidated Operating Income -- $1.1 billion, 12% higher, driven by both RCA acquisition impact and U.S. Healthcare Solutions growth. -- $1.1 billion, 12% higher, driven by both R...

财联社2月4日讯（编辑 赵昊） 纳斯达克最新宣布，公司提议将加快新上市大市值公司纳入股票基准指数的速度，因当下已有一批巨头企业计划年内上市。 根据纳斯达克发布的声明，这项被称为“快速纳入”（fast entry）的规则修订，将允许新上市公司在交易满15个交易日后就可被纳入纳斯达克100指数——这一时间远短于当前至少三个月的等待期。 美股三大指数中的“纳指”通常指的是“纳斯达克综合指数”，有近三千只成分股；纳斯达克100指数是纳斯达克综合指数的“精选版”，由100只成分股构成。 这100只股票横跨科技、媒体和消费品等行业，具有高科技、高成长和非金融的特点。随着人工智能热潮推动大型科技股大涨，该指数已成为关键市场风向标。 据数据统计，全球有超过6000亿美元的ETF直接以纳斯达克100为基准，其中最知名就是Invesco的QQQ。当下， 纳斯达克正与纽交所争夺IPO资源，而与纳指挂钩的庞大指数基金规模，可能成为吸引企业上市的重要筹码。 纳斯达克的最新决定凸显出指数编制机构面临的压力：一些大型企业只要挂牌便带来巨大的市值体量，比如预计年内进行IPO的SpaceX，其潜在估值高达1.3万亿美元——一上市便超过当前纳斯达克100指数中90%的公司。 Jefferies指数策略主管Kaasha Saini表示：“市场可能担心，被动型基金会错过新股上市后进一步上涨的行情，等到纳入指数时又不得不进行更高成本的换仓。新规将使指数更及时、更真实地反映市场结构。” 其他指数机构如MSCI早已采取类似机制，使大型IPO能在上市后不久被纳入指数。相比之下，纳斯达克100仍要求新股经过三个月“观察期”，以建立足够的流动性和价格稳定性。 纳斯达克在最新的声明中写道，“快速纳入”规则属于行业咨询的一部分，预计将于本月晚些时候结束。如果纳斯达克指数管理委员会在征求意见后批准，该变更将在下一次季度调整平衡（即3月23日）后生效。 纳斯达克表示：“随着企业的结构演变以及指数相关资产管理规模的持续增长，确保及时纳入最大市值的纳斯达克非金融企业，并保持被动投资者的可复制性，变得愈发重要。” Invesco也表示，该提案是纳斯达克持续创新的最新体现，“规则型指数必须不断进化，以适应变化中的市场环境。” 为确保大型公司顺利纳入，纳斯达克还提议在计算市值时同时考虑已上市和未上市股份，而非仅统计已上市股份。不过，这...

小鵬汽車-W(09868)發行7170股A類普通股以滿足限制性股份單位 提供者 智通財經 Investing.com 香港 - 股市報價& 財經新聞

akinbostanci/E+ via Getty Images Global markets are entering a more unforgiving phase of the artificial intelligence trade, as investors abandon the idea that every tech stock is a winner, according to Jim Reid of Deutsche Bank. “In our 2026 World Outlook, published back in November, we argued that AI is likely to be transformative—but that identifying the long-term winners and losers at this early stage is close to pure guesswork,” Reid said. “My concern then was that the market seemed very confident it already knew who the winners would be.” That confidence has faded. Deutsche Bank’s data showed drawdowns from 52-week highs across a broad set of U.S. tech and tech-related stocks, as well as private equity firms with exposure to the sector. Several names are down between 40% and more than 70%, highlighting what Reid described as “a true winners and losers landscape.” “The market has clearly shifted from the ‘every tech stock is a winner’ mindset to something far more brutal,” Reid said. Reid said the real long-term beneficiaries of AI are likely to be companies capable of deploying tools that are “cheap, scalable, and able to deliver meaningful productivity gains,” particularly in large organizations with data-heavy, rules-based workflows. For now, however, the process of identifying those firms remains highly uncertain. One notable outlier is the Magnificent Seven. As a group, the index is only about 1% below its peak, even though six of the seven stocks are down between 5% and 25%. The exception is Alphabet ( GOOGL ) ( GOOG ), which Reid noted is “up nearly 25% over the last three months and roughly 75% over the last six.” “That +75% translates into around $1.7 trillion in market value,” he said, adding that the gain alone has offset a significant share of losses elsewhere and helps explain why the S&P 500 remains near record highs. Reid warned that if more of the largest tech names were to slip into the losers’ column, “that’s when it would properly spill over i...

Key Points Wix stock has been battered over the past year. The quickly improving capabilities of AI tools pose a real risk to the company's business model. Wix stock looks cheap, but earnings may not be sustainable in the AI era. 10 stocks we like better than Wix.com › Shares of website-building platform Wix (NASDAQ: WIX) dropped 16.4% in January, according to data provided by S&P Global Market Intelligence. Other than a buyback plan announced late in the month, there was no meaningful news driving the decline. Instead, persistent fears that artificial intelligence will wreck business models across the software industry are likely the culprit. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » AI is a real threat While website-building tools are a dime a dozen, switching costs are incredibly high. Once a customer builds a website for their business on Wix's platform, moving that website is a disruptive, painful process that usually isn't worth the effort. Wix is still performing well, with revenue rising 14% year over year in the third quarter of 2025. However, the writing may be on the wall. AI tools can build entire websites today, and as time goes on, those tools will only improve. If a Wix customer wants to free themselves from the platform, AI tools lower the switching costs. Wix has jumped headfirst into this AI website coding trend by acquiring Base44, a tool that enables app creation with AI. Base44 had more than 2 million users as of November, and over 1,000 new paying subscribers join daily. The platform was expected to reach annual recurring revenue of $50 million by the end of 2025. While Wix has a horse in the AI website builder race, it's not clear whether that business will enjoy meaningful switching costs or if Wix has any competitive advantage. There are quite a few similar tools available that are at least as popular as Base44, including Lovable. A cheap stock, but ...

少数房企预告利润增长或扭亏为盈，但其盈利来源主要集中于财务重组、资产处置或投资退出，与地产主业的关联度有限 【财新网】 房地产行业深度调整已逾四年， A股 房企整体业绩仍未走出亏损区间。Wind数据显示，截至2月3日，在A股房地产管理和开发板块中，已有74家上市公司披露2025年业绩预告。以预告净利润下限计算，已披露业绩预告的房企合计预亏逾2400亿元。 从结构上看，行业亏损高度集中。按预告净利润下限排序，亏损额最高的前10家房企合计预亏约1940亿元，占全部预告亏损规模的八成以上。 从单家企业来看，万科A（000002.SZ）预告净亏损约820亿元，居A股房企之首，亦可能刷新A股房企年度亏损纪录。万科成立于1984年，销售额长期位列行业前列。2024年，万科出现上市以来首次年度亏损，全年录得归母净亏损约494.78亿元。2025年11月，万科债务危机正式爆发。（详见财新网报道 《2025年万科预亏约820亿元 过去两年合计亏损超1300亿元》 ）这亦导致万科业绩进一步下探。

BlackRock Inc.'s Chief Executive Officer Larry Fink is urging Indians to invest in their country's economic growth and says we are now in the "era of India." Reliance Chairman Mukesh Ambani echoes the sentiment and says the startup culture is thriving. They speak at a forum in Mumbai. (Source: Bloomberg)

格隆汇2月4日｜礼来(LLY.US)大涨超10%，最高触及1103.87美元，总市值重回1万亿美元上方。消息面上，礼来公布强劲的2025年第四季度财报，营收同比增长43%至193亿美元，调整后每股收益同比增长42%至7.54美元，分别超出分析师预期的180亿美元和6.73美元。期内，Mounjaro和Zepbound两款产品合计销售额超过116亿美元，占公司总营收的60%以上。另外，礼来给出积极的业绩指引，预计2026年全年营收将在800亿至830亿美元之间，调整后每股收益将在33.5至35美元之间，分别超出分析师预期的777亿美元和33.08美元。(格隆汇)

Source: Bloomberg, 4:41