In this article ELF TGT WMT BBY BURL TJX W ROST Follow your favorite stocks CREATE FREE ACCOUNT Shoppers enter and exit a Dior luxury boutique in Venice, Italy, on Nov. 16, 2025. Michael Nguyen/NurPhoto via Getty Images The retail industry emerged from a choppy first quarter relatively unscathed, but higher than usual tax refunds and an uptick in buy now, pay later use likely helped to buoy spending. As Wall Street looks ahead to the second quarter, the period could offer a clearer view on consumer health and just how much high gas prices and persistent inflation have disrupted the economy and pressured already-strained household budgets. "Once you got through April and May, you're really not seeing the impact of tax refunds anymore, and those months were a little bit choppier, so there's a lot of moving pieces that maybe kept the consumer going for longer than we would have expected," said Janine Stichter, a retail analyst and managing director at BTIG. "As you peel back these tax refunds, you might start to see some of the underlying weakness … the consumer has not yet fully fallen apart and that's why I think people are really looking to Q2 to say, 'All right, well, what does the health of the consumer actually look like?'" The period between February and May — which encompasses many retailers' fiscal first-quarter results — brought a fresh wave of concerns about household spending. President Donald Trump started a new conflict in the Middle East , which led to surging gas prices , plummeting consumer confidence and renewed concerns about the health of the U.S. economy . But when retailers reported their first-quarter results over the last few weeks, there were few cracks to be found as sales rose, profits grew and outlooks stayed consistent at many of the largest U.S. companies. "It was a surprisingly robust quarter," said Neil Saunders, retail analyst and managing director at GlobalData. "Despite the rising gas prices, I think despite the choppiness in consumer...

"At what point does it make sense to ditch a gas car for an EV?" NPR listener Guadalupe Higuera of Phoenix asked this question and worked with Climate Desk reporter Jeff Brady to answer it. (Image credit: Jeff Brady)

The EEOC is seeking to overturn rules created decades ago to tackle discrimination in employment. The Trump administration says those rules have led to more discrimination —against white people. (Image credit: Afro American Newspapers/Gado/Getty Images)

Baby calves rely on it to build up their immune systems and gut. And now marketers are promoting it for humans. Here's what scientists say.

German School Forces Teens To Design 'Inclusive Brothel' Authored by Steve Watson via Modernity.news, Parents across Germany are in uproar after a Catholic high school handed 13- to 15-year-olds the grotesque task of modernizing a brothel to make it “sexually inclusive” for every lifestyle and preference under the sun. The assignment at Cardinal von Galen Gymnasium in Kevelaer, North Rhine-Westphalia, formed part of a “Sexual Education of Diversity” module. Students were told to simulate running an existing brothel in a big city, with a fixed floor plan they could only tweak by adding doors and staircases. Insane pic.twitter.com/hFYy379mQV — Basil the Great (@BasilTheGreat) May 29, 2026 They had to detail which sexual preferences the spaces must cater to, what “services” to offer, target groups, advertising, and crucially “what skills and abilities” the workers would need “so that all kinds of people could be served and satisfied.” In what world is it OK to ask children to do this? The workbook, titled “Puff für alle” – slang for “Brothel for All” – framed the exercise as responding to “developments in our society with a diversity of lifestyles and gender roles.” Headmistress Christina Diehr defended the material to WDR, stating it was “deliberately designed to be provocative in order to stimulate discussion.” She added that it “addresses the heavy use of social media channels by children and young people and the associated flood of information about various forms of sexuality.” After the worksheets leaked and sparked widespread fury on social media, the school held what it called “constructive” talks with parents, the teacher, and the class parents’ committee. Officials confirmed they will not re-issue the assignment and are now preparing alternative lessons on “diversity of lifestyles and sexuality.” One older student pushed back sharply in comments to WDR: “People should be questioning the acceptance surrounding the topic of sex work… 95 percent of all sex worker...

Commerce ministry warns EU over trade tools The Ministry of Commerce said that China and the EU are important, equal and mutually beneficial economic partners. The ministry urged the EU to abide by World Trade Organization rules and oppose protectionism, warning that China will take countermeasures if the bloc unilaterally introduces new trade tools and discriminatory restrictions.

Actress Dakota Johnson is selling her West Hollywood home that she has lived in for the last 10 years—having purchased it with the money she made from starring in “Fifty Shades of Grey.”

智能化竞争，一触即发 继3月上车第二代刀片电池后，比亚迪再次搅动中国车市。 近日，该公司宣布为城市领航辅助驾驶兜底，应由车辆承担的维修、赔偿等费用全包，且没有上限，同时全系车型的辅助驾驶系统均可选装包含激光雷达的版本。此外，比亚迪董事长兼总裁王传福还拿出了另一个新产品：国内首款4nm制程的车规级智驾芯片。他说：“4nm芯片，难；车规级4nm，更难。车规级4nm相当于消费电子的2nm。” 从智能汽车零部件端最核心的自研智驾芯片量产降本，到天神之眼A、B、C辅助驾驶系统的迭代升级，再到将辅助驾驶系统大规模铺开上车，最后再以兜底智驾结尾，形成一环扣一环的完整产业链闭环——比亚迪的野心难掩，即在车市下半场智能化竞争中，依然想站在领先地位。 但从行业来看，比亚迪的智能化布局面临着一众竞争对手，在零部件端，蔚小理等车企也已扎堆自研智驾芯片，堆算力、卷辅助驾驶系统迭代速度、加速OTA推送上车，不确定的变量则是：比亚迪已经亮牌兜底更大范围的辅助驾驶，行业如何应变？ 不设上限的兜底 刚刚过去的周末，王毅（化名）一直在跟团队探索新的问题：自己所在的车企是否也应该推出城市领航辅助驾驶的全兜底策略。“技术上来看，做到这件事也不难，在系统规划行驶路线阶段已经能过滤50%的潜在风险。”但他也坦言，要想做到不走智驾险、仅靠企业兜底辅助驾驶，需要花费大量的资金。 和王毅一样研究新的全兜底策略人士不在少数，而这一动作的催化剂正是4天前比亚迪官宣将为城市领航辅助驾驶不设上限的兜底。这句话再细化则是：天神之眼5.0的A、B车辆车主，在城市领航期间，只要是因辅助驾驶导致的交通事故，比亚迪将全额赔付应由本车承担的经济损失，包括车辆维修费用、第三方财产损失、人身伤害损失，不设上限，兜底时间为1年。 作为新能源汽车的销量第一的车企，比亚迪的一举一动牵动着其他车企。不少车企人士告诉记者，在比亚迪发布新的兜底后，许多消费者都向4S店询问是否也会跟进这一兜底策略。在多起真实案例的警示下，现阶段的辅助驾驶事故仍时有发生，消费者“不敢用”的心态仍需突破，而智驾险、兜底策略也是近年来车企端常用的破局方式之一。 在比亚迪发布新的兜底政策第二天，奕境汽车总经理曾清林发文谈及智驾险，他称，奕境X9上市后，也会赠送智驾险。而此前，鸿蒙智行也曾赠送为期1年的“智驾无忧服务权益”，为不同车型提供至高300万元或500万元的保障；小鹏也...

今日韩国股市高开高走，SK海力士上涨1.29%创新高，年内涨幅已经达到262.98%。港股上市的南方两倍做多海力士也随之上涨，今日该产品的二级市场涨幅达到4.83%，今年以来涨幅已达到793.50%。这只爆款杠杆产品由南方东英资产管理发行，去年五月于港交所上市。此前该产品的规模于今年5月7日达到421.23亿港元，成为全球规模最大的个股杠杆及反向产品。截至6月1日，这只杠杆产品的规模进一步猛增至846.4亿港元。（财联社）

美團-W(03690)發佈第一季度業績，收入910.39億元 同比增加5.6% 作者 智通財經 Investing.com 香港 - 股市報價& 財經新聞

syahrir maulana/iStock via Getty Images To My Partners: The performance of our portfolio for the first quarter of 2026 and since inception is summarized below. 1578 Partners, LP S&P 500 Gross Net Total Return 2026: Q1 3.80% 3.41% -4.33% Since Inception (08/01/15): Annualized 21.90% 20.07% 13.16% Cumulative 726.16% 603.26% 273.76% Click to enlarge The first quarter began with the SaaS-pocalypse. Anthropic ( ANTHRO ) released its Opus 4.5 model on November 24, 2025. Over the ensuing weeks, it became clear that the new model offered a step-function increase in the capabilities of agentic coding systems. The ease with which AI agents could now code - and the rapid trajectory of improvement - ignited fears about new and serious competitive threats to software-centric business models. Enterprises might soon replace expensive software vendors with bespoke, internally developed solutions. New start-ups might serve less demanding small and medium-sized businesses with stripped down versions of existing services at a fraction of prevailing pricing. And even SaaS businesses that prove able to retain logos over time might experience far more pushback on pricing and a diminished number of "seats" against which to charge. These concerns weighed not only on the prices of publicly-traded SaaS stocks but also on sentiment towards various forms of SaaS-related credit instruments and funds. At the end of February, the SaaS-pocalypse passed the baton of financial market attention to Operation Epic Fury. The U.S. and Israel began a military campaign against Iran on February 28, 2026. The conflict sparked financial market volatility, including a surge in oil prices and a sell-off in the equity market. Brent Crude surged almost 10% when markets opened after the initial strikes and ended the quarter at $126.69 per barrel, up more than 100% from where it started. The S&P 500 hit the skids over the course of March, accumulating a 5.5% decline for the month and dragging the return for the qua...

格隆汇6月1日｜据央视，以军阿语发言人阿德拉伊6月1日在社交媒体先后发布两份紧急警告，要求黎巴嫩南部九个村镇的居民立即撤离。以军称，因黎巴嫩真主党“违反停火协议”，以军将在相关区域采取军事行动。以军要求部分地区居民撤离至距村镇至少1公里的空旷区域，并要求部分地区居民前往宰赫拉尼河以北地区。以军同时警告称，任何靠近黎巴嫩真主党成员、设施或武器装备的人都将有“生命危险”。

市场研究机构 Counterpoint Research 周一表示，受内存芯片短缺加剧影响，全球智能手机市场正迎来 史上最严重的年度萎缩 ，预计今年出货量暴跌 13.9%，降至 10.8 亿部。 这一预测较 2 月时 12.4% 的降幅预期进一步下调。伊朗冲突导致全球芯片供应紧张局势持续恶化。 低端市场受冲击最严重 芯片制造商纷纷将产能转向 AI 相关芯片，导致入门级设备生产成本攀升，低端智能手机市场受到的冲击最为直接。 今年一季度，全球智能手机批发价上涨 14%，出货量同比下滑 3.1%。随着供应危机前的库存逐步耗尽，这一趋势或将延续，部分 150 美元以下机型可能彻底退出市场。 独立研究公司 Counterpoint 首席分析师王杨表示：“中低端手机厂商陷入两难 —— 既无法消化成本上涨，又面临消费者购买力不足的困境。” “现在的问题已不再是如何提升出货量或市场份额，而是 能否继续留在市场 。” 王杨指出，此次内存芯片短缺是智能手机行业遭遇的 最严重供应端危机 ，厂商无法通过调价或产品调整来抵消冲击。 高端市场韧性更强 高端市场则展现出更强的抗风险能力。受益于消费者换机至 iPhone 17 系列， 苹果 今年一季度营收创历史新高。Counterpoint 预测，苹果 2026 年出货量将持平，明年则有望增长 5%。 凭借更稳定的芯片供应和高于多数竞品的利润率，苹果具备抢占市场份额的优势，涨价压力也相对较小。 三星电子一季度出货量保持稳定。Counterpoint 预计其全年出货量仅下滑 4%，凭借稳定的供应链和成熟的产品线，整体表现优于大市。 传音控股高度依赖 150 美元以下市场，预计今年出货量暴跌 32%； 小米 、荣耀全年出货量预计分别下滑 28% 和 20%。 责任编辑：郭明煜

Indian steelmakers grapple with resurgence of cheap Chinese imports Reuters

中共成都市委、成都市人民政府发布《关于加快建设全国先进制造业基地的意见》，意见提出，创新资源要素配置。建立保持制造业合理比重投入机制。加强财政金融支持，市县两级支持制造业发展财政资金稳中有升。加强工业用地保障，工业净用地占城市建设用地比例不低于23%，工业用地出让面积占年度经营性国有建设用地出让总面积比例不低于30%，创新供地方式，盘活低效用地，推进工业上楼，提高土地利用效益。实施产业人才专项，加强高层次人才引进；健全校院地企人才“双向奔赴”机制，培育高水平复合型人才队伍。加快全国一体化算力网络成渝国家枢纽节点和天府数据中心集群建设，增强智能算力、高质量数据集供给能力。

ACA, BKR and BFC have been added to the Zacks Rank #5 (Strong Sell) List on June 1st, 2026.

格隆汇6月1日｜永鼎股份公告称，控股股东永鼎集团因自身资金需求，于2026年3月25日至5月29日通过集中竞价交易方式累计减持公司股份14,616,709股，占公司总股本的1.00%，减持总金额4.86亿元。本次减持计划已实施完毕，永鼎集团及其一致行动人合计持股比例由24.909%降至23.909%。此次权益变动符合相关规定，不触及要约收购，不会导致公司控股股东及实控人变化。

格隆汇6月1日｜中共成都市委、成都市人民政府发布《关于加快建设全国先进制造业基地的意见》提出，增强产业链安全韧性。参与国家制造业重点产业链高质量发展行动，完成标志性产品攻关任务。积极对接国家重大生产力布局和东部沿海地区产业新布局，推进关键产业项目建设，加快打造国家大飞机重点产业基地等。加强重点行业风险预警防范，补强核心部件、关键材料、工业软件等短板弱项，提升产业链供应链完整性和韧性。

伊朗外交部发言人巴加埃6月1日说，美军对伊朗的“侵略行动”违反停火协议，伊朗武装部队予以回击，伊方打击了“美国侵略行动的源头”。 巴加埃表示，伊美谈判在高度猜疑和不信任的氛围中进行，通过中间人的信息传递也在同样的不信任氛围中进行。美方不断改变立场，提出新的或相互矛盾的要求，并通过媒体释放相互矛盾的信息，谈判进程在这种情况下自然会被拖延。 巴加埃还说，现阶段并未就核问题相关事项的细节进行任何谈判，现阶段谈判重点在于结束战争。 当天早些时候，伊朗伊斯兰革命卫队公共关系部门发表声明称，在美军对伊朗一处通信塔发动“侵略”后，革命卫队对“侵略源头”的美军空军基地进行打击，并“摧毁了预定目标”。科威特方面同日表示，科威特防空系统拦截了“敌方”导弹和无人机。(新华社)

从2016年上汽与奥迪迈出合资第一步开始，南北奥迪的平衡问题就一直是奥迪在华最大的内部症结所在。所以，与10年前南北奥迪上演的“撕扯大戏”不同，这次“分家”将是一场和平过渡，南北双方都清楚，这只是对市场格局的一种追认，也是结束内耗的明智选择。 虽然奥迪方面尚未给出任何表态，但在过去一周，“南北奥迪分治”已被当成必然会落地的战略，在汽车业内广泛传播。该战略的核心是：奥迪在华所有燃油车产品和四环品牌的新能源产品将归由一汽奥迪掌管，上汽奥迪将专注于新成立的本土新能源品牌——字母品牌AUDI的发展。众多据称从奥迪体系“内部”获得的消息称，双方的资源调整已经开始，正式官宣将很快到来。 截至经济观察报记者发稿时，奥迪方面对此消息仍未给出官方回复，奥迪中国相关内部人士表示无法回应此事。但最新消息显示，奥迪·上汽合作项目CEO宋斐明（FerminS oneira）将于7月1日起转任兰博基尼首席技术官(CTO)，接替者来自现任奥迪股份公司监事会成员Fred Schulze。这被业界解读为奥迪调整在华布局已定下了时间节点。 事实上，回看今年以来奥迪方面的数次表态，不难发现其中存在着一些“南北分治”的蛛丝马迹。业界共识是：无论从奥迪在中国的布局、当下的市场处境，还是从下一步的发展需求来看，“南北分治”都已是大势所趋。一汽奥迪和上汽奥迪在业务线上的清楚切割，既是保证奥迪接下来的电动化战略顺利实施的前提，也是理顺长达10年的双合资对立关系的有效途径。 这则消息中唯一不太准确的是对南北奥迪资源分配的界定，与“油电分离”相比，“品牌切分”的定义更为准确：四环品牌归属一汽奥迪，既有燃油车，也有奥迪全球化的高端新能源车；上汽奥迪则只负责AUDI品牌产品，只聚焦新能源市场。反映在资产调整上，最大的变化就是上汽奥迪旗下的燃油车资产和业务将并入一汽奥迪。 对于这一调整思路，目前业界给出了“零差评”。因为从2016年上汽与奥迪迈出合资第一步开始，南北奥迪的平衡问题就一直是奥迪在华最大的内部症结所在。所以，与10年前南北奥迪上演的“撕扯大戏”不同，这次“分家”将是一场和平过渡，南北双方都清楚，这只是对市场格局的一种追认，也是结束内耗的明智选择。 在实现品牌治理清晰区隔后，南北奥迪将终结同品竞争关系，也有望实现从资源争夺到真正油电协同的彻底转型。同时，上汽奥迪的新能源“专属身份”也是大众集团在华转型的关键落子。...

格隆汇6月1日｜中共成都市委、成都市人民政府发布《关于加快建设全国先进制造业基地的意见》，意见提出，创新资源要素配置。建立保持制造业合理比重投入机制。加强财政金融支持，市县两级支持制造业发展财政资金稳中有升。加强工业用地保障，工业净用地占城市建设用地比例不低于23%，工业用地出让面积占年度经营性国有建设用地出让总面积比例不低于30%，创新供地方式，盘活低效用地，推进工业上楼，提高土地利用效益。实施产业人才专项，加强高层次人才引进；健全校院地企人才“双向奔赴”机制，培育高水平复合型人才队伍。加快全国一体化算力网络成渝国家枢纽节点和天府数据中心集群建设，增强智能算力、高质量数据集供给能力。

_ Myanmar leader Min Aung Hlaing’s first trip to India since being sworn in as president signals New Delhi’s recognition of the strongman’s political status as it seeks to counter mounting Chinese influence, according to analysts. The five-day visit, which began on Saturday at the personal invitation of Prime Minister Narendra Modi, is aimed at strengthening ties with one of Myanmar’s key regional partners. Despite Western sanctions imposed after the February 2021 coup, India has maintained...

标普全球周一发布调查数据显示，受伊朗冲突引发能源价格暴涨、物流受阻影响，法国 5 月制造业活动自去年 11 月以来 首次出现收缩 。 法国 5 月制造业采购经理人指数（PMI）终值录得 49.7，低于 4 月的 52.8，但高于 4 月制造业 PMI 初值 48.9。 PMI 指数以 50 为荣枯分界线：数值低于 50，代表行业活动收缩；高于 50 则意味着行业扩张。 此次 5 月制造业 PMI 跌至 49.7，创下去年 11 月以来新低，同时也是该指数自去年 11 月后首度跌破荣枯线。 标普全球市场情报首席经济学家乔・海耶斯表示：“中东局势动荡推高能源价格，供应链至今仍在适应这一冲击。” 他补充道：“相较于 4 月，更多法国制造企业遭遇交货延迟、原材料涨价问题。未来数月，这类压力或将逐步传导至整个经济体，推高商品价格并引发普遍的供应难题。” 责任编辑：郭明煜

Teenage sensation Vaibhav Sooryavanshi wins a car for his performances in the Indian Premier League - but the 15-year-old will have to wait three years to drive it.

Traditional defense stocks aren't the only ones to consider as we move into the Iran war's aftermath.

President Donald Trump promised to eliminate taxes on Social Security. And although he did not change the tax rules directly related to benefits, he did introduce a tax deduction that means many retirees don't pay tax on their retirement checks. The president also has not made any direct moves to cut Social Security, which was another of his campaign promises. However, he has made his mark on Social Security in important ways that could have a lasting impact on the program. Here are three ways that the Trump administration has begun reshaping Social Security since taking office. Image source: Getty Images. Continue reading

Key PointsReplacing bombs and missiles launched during the Iran war could cost $25 billion.

长春高新公告，子公司金赛药业收到美国食品药品监督管理局关于同意GenSci136开展临床试验的批准文件。注射用GenSci136是金赛药业自主研发的B细胞成熟抗原（BCMA）三聚体融合蛋白，BAFF/APRIL双靶点拮抗剂，拟用于治疗重症肌无力（MG）。MG是获得性神经肌肉接头传递障碍的自身免疫性疾病，可累及全身骨骼肌，当眼外肌受累时，临床表现为对称或非对称性上睑下垂和（或）复视，是MG最常见的首发症状。

长春高新公告，子公司金赛药业收到美国食品药品监督管理局（FDA）关于同意GenSci145片开展临床试验的批准文件。GenSci145片是金赛药业开发的一款新型突变选择性PI3Kα抑制剂，适应症为携带PIK3CA突变的局部晚期或转移性实体瘤。此次获批是GenSci145片在美国获批临床的首个适应症。金赛药业将按照FDA相关要求和美国法律法规，有序开展后续临床试验工作，并积极推动其他相关适应症的注册与临床活动。

头部城市人口格局正加快洗牌。 近日，万亿城市2025年人口数据陆续出炉，包括重庆、北京、天津、南通、烟台等多个城市常住人口增量为负。 从目前已公布数据看，南通是万亿城市中人口减少最多的一个，也是长三角唯一人口负增长的万亿城市。 事实上，作为江苏经济第四城，南通户籍人口负增长趋势已持续多年，近年常住人口保持微增，主要依靠人口机械增长维系。 眼下，南通常住人口十余年来首度负增长，某种程度上意味着，其人口净流入已不足以补位人口自然减少与外流的双重缺口。 更重要的是，放眼长三角，上海大都市圈正以前所未有的速度破壁协同。区位重塑的历史性机遇背后，亦潜藏“失血”加速的危机。 南通市政协此前公布的一份专题会发言材料直指，“南通在活力人口比例、研发投入占比、高新技术企业数量以及每万人拥有发明专利数等指标方面都低于大都市圈的平均水平，与南通占大都市圈8.6%的经济总量份额并不匹配……” 已然喊出迈向“下一个万亿”的南通，拿什么在这个强手林立的“世界级”大都市圈中站稳脚跟？ 危机 南通市统计局公布的2025年统计公报显示，全年实现地区生产总值12801.5亿元，比上年增长5.3%。 不同于往年，这份统计公报没有公布常住人口总量、增量及增速相关数据。仅在“综合”部分透露：按常住人口计算，人均地区生产总值16.6万元，增长5.5%。 若按“人均GDP=GDP总量÷年平均常住人口（年初常住人口与年末常住人口的平均值）”推算，2025年南通年平均人口约为771.17万人。再根据其年初（2024年末）常住人口775万人反推，可计算得出南通2025年末常住人口为767.34万人左右。 这一人口总量，相比其上一年减少了超过7万人，在已公布数据的万亿城市中减少最多。 就在前不久，江苏公布2025年常住人口为8318万人，比上年减少8万人。这是全国经济第二大省江苏自1978年以来的首次人口负增长，成为继山东、河南、四川之后又一个迎来人口拐点的经济大省。 相较之下，南通去年人口减少总量几乎与全省相当，形势不容乐观。而同期，除南通以外的4个江苏万亿城市——苏州、南京、无锡、常州，去年依然保持人口正增长，增量分别为6.07万人、6.15万人、3.24万人、2.94万人。 值得注意的是，这还是南通自2010年来首次出现常住人口负增长。 当地统计年鉴数据显示，南通户籍人口早在2015年开始持续负增长，从766.7...