China has condemned the launch of maritime boundary negotiations between Japan and the Philippines , calling the talks “completely illegal and void”. The protest followed a joint statement released on Thursday after a summit between Japanese Prime Minister Sanae Takaichi and Philippine President Ferdinand Marcos Jnr in Tokyo. During the talks, the two sides agreed to elevate bilateral ties to a comprehensive strategic partnership to strengthen cooperation in areas including the economy, security and intelligence sharing. Advertisement Japan and the Philippines do not share maritime borders, but their seabed claims could overlap as both look to extend their legal continental shelves beyond 200 nautical miles (370km or 230 miles). Tokyo claims Okinotori, in the southernmost part of Japan, as an island that entitles it to an exclusive economic zone. But other governments in the region, including Beijing and Seoul, insist that the atoll does not meet the definition of an island under the United Nations Convention on the Law of the Sea (Unclos) Advertisement Speaking at a daily press conference on Friday, Chinese foreign ministry spokeswoman Mao Ning said the area covered by the Japan-Philippines maritime border talks sat directly east of Taiwan, where Beijing maintained its own exclusive economic zone and continental shelf rights under both domestic and international law.

anyaberkut/iStock via Getty Images CoStar Group ( CSGP ) has entered into a definitive agreement to acquire Zonda for a cash consideration of $800M. Zonda provides new home construction data, homebuilder software, and residential real estate marketplaces, serving over 3,000 customers. "This acquisition extends CoStar Group's leadership into a major new segment of the real estate industry and strengthens our ability to provide clients with comprehensive information solutions across every major real estate segment," said CSGP CEO Andy Florance. The transaction is expected to be accretive to adjusted EPS in the first full year of ownership and to close in the second half. More on CoStar Group CoStar Group, Inc. (CSGP) Q1 2026 Earnings Call Transcript CoStar Group, Inc. 2026 Q1 - Results - Earnings Call Presentation CoStar: Even After The Fall, This Stock Remains Vulnerable In The AI Age Corvex Management adds CoStar Group, Lionsgate Studios, and exits Oracle among Q1 moves Lumentum to replace CoStar on Nasdaq-100

华天科技公告，因公司2023年股票期权激励计划行权，截至2026年5月28日，由于公司股份总数增加，导致在持有公司股份数量不变的情况下，华天电子集团持股比例被动稀释至21.93%，与实际控制人合计持股比例被动稀释至21.98%，持股变动触及1%的整数倍。

一批近期涨势较好的热门股将被调入相关指数。 上证50、上证180、科创50、科创100等系列指数将进行上半年定期调样，一批近期涨势较好的热门股将被调入相关指数。 5月29日，上交所与中证指数有限公司发布公告称，根据指数编制规则，将对上证50、上证180、科创50、科创100等指数的样本进行调整，于2026年6月12日收市后生效。 其中，上证50指数调入特变电工、生益科技、中国铝业、华泰证券、兆易创新5只证券；上证180指数调入中远海能、南方航空、云天化等17只证券；科创50指数调入华虹公司、源杰科技、摩尔线程、沐曦股份4只证券；科创100指数调入华大智造、炬光科技、腾景科技等10只证券。 这些股票中，不乏今年以来涨势不俗的热门股。其中，炬光科技、源杰科技今年以来至5月29日累计涨幅超150%，华虹公司、兆易创新今年以来涨幅超过110%，生益科技、腾景科技今年以来的涨幅超过90%。 此次调整后，上证50、上证180指数新经济行业权重进一步提升。调样后，上证50、上证180指数信息技术、医药卫生、通信服务等新经济行业权重达到28%、26%，分别较调样前增加约3%、1%。 科创50、科创100指数对科创板市场的代表性进一步提升。调整后，科创50指数总市值5.9万亿元，覆盖率43%。科创100指数总市值3.2万亿元，覆盖率23%。科创50、科创100总市值覆盖率达66%，较调样前提升6%。调整后，科创50、科创100指数净利润同比增速较调样前小幅增长。 今年以来，科创板指数体系持续吸引资金流入，科创板指数跟踪产品规模约2900亿元。今年以来至5月29日，科创综指上涨约27%，境内已有85只指数基金，形成了包括ETF、联接基金、增强型产品在内的完整产品链条；科创50上涨30%，产品境内外规模约1300亿元，已成为境内第4大宽基指数产品和最大的单市场ETF产品；科创芯片上涨54%，产品规模超700亿元，较年初增长超30%。 上交所指数体系不断完善，今年以来发布近100条指数，其中88条为固收、多资产类指数，丰富低风险、稳收益投资标的，目前全市场低风险、稳收益指数产品规模已近2万亿元。 除了上述指数调样外，5月29日，中证指数有限公司还公告，将调整沪深300、中证500、中证1000、中证A50、中证A100、中证A500等指数样本，于2026年6月12日收市后生效。 其中，沪深...

合合信息公告，股东罗希平、陈青山、龙腾拟通过询价转让方式，合计转让公司股份510万股，占总股本2.60%。其中罗希平拟转让200万股（占1.02%），陈青山拟转让184万股（占0.94%），龙腾拟转让126万股（占0.64%）。本次转让为非公开转让，受让方为机构投资者，受让后6个月内不得转让，转让原因为自身资金需求。

J&J Snack Foods ( JJSF ) declares $0.80/share quarterly dividend , in line with previous. Forward yield 4.14% Payable July 7; for shareholders of record June 16; ex-div June 16. See JJSF Dividend Scorecard, Yield Chart, & Dividend Growth. More on J&J Snack Foods J&J Snack Foods Corp. (JJSF) Q2 2026 Earnings Call Transcript J&J Snack Foods: We Need To See Concrete Results Before An Upgrade Is Justified J&J Snack Foods targets at least $20M Apollo run-rate savings by Q4 amid fuel-driven demand softness Seeking Alpha’s Quant Rating on J&J Snack Foods Historical earnings data for J&J Snack Foods

5月28日至5月29日，深交所2026全球投资者大会在深圳举行。大会以“资本市场与创新成长——‘十五五’规划下的中国机遇”为主题。 摩根士丹利（亚洲）中国区在岸股权业务主管、摩根士丹利期货（中国）有限公司董事长沈黎表示，中国资产在国际指数中的权重与估值长期处于明显低位，而今年以来外资流动已出现拐点。与此同时， 随着2026年外资回流态势的加速，国际投资者对中国资产的认知已发生转变——从以往的系统性低配，转变为“一定要投”（must have）。 在近9000亿元的AI投资加持以及先进制造出口份额稳步攀升的背景下，A股市场凭借其“低相关性”与“独立周期”特征，正成为全球资金分散风险、寻求多元化成长机会的不二选择。 国际投资者对中国的认知转变为“一定要投” 从全球宏观经济版图来看，中国资产当前的国际市场地位与其经济体量之间存在着引人注目的结构性错配。沈黎详细剖析了这一现象的深层原因与潜在机遇。数据显示， 中国的GDP体量占全球约17%，贡献约30%的全球增长。但与此形成鲜明对比的是，中国资产在全球权益配置权重中的占比仅3%~5%。 这种巨大的反差表明，当前全球资金在整体上依然处于系统性低配中国资产的状态。具体而言，全球基金大约低配1.3%，新兴市场基金大约低配5.7%。 探究其背后的原因，沈黎指出，这主要与指数层面低估（MSCI纳入因子仅20%）以及指数中剔除了优质工业和科技资产有关。 不过，从长期战略性的投资视角来审视，这种结构性的错配非但不是风险，反而蕴含着巨大且持续的再配置投资空间。市场数据与外资动向已经印证了这一研判。进入2026年以来，全球资本对中国市场的态度已经出现了拐点。资金流动轨迹显示，外资流动从2025年转为净流入之后，2026年的回流节奏进一步加快。更深层次的转变在于投资者心理与认知的重构：国际投资者对中国资产的看法正转变为“一定要投”（must have）。 看好高端制造与硬科技公司 外资之所以能够形成“一定要投”的共识，其核心驱动力在于中国资本市场坚实的基本面支撑以及新质生产力的蓬勃发展。沈黎强调，长期来看，配置中国资产的战略机会正当其时。 首先，“AI+科技”所代表的新质生产力已经成为中国经济增长的中长期核心驱动力。据统计，2026年中国在AI方面的投资有近20%的同比增长，投资总规模达到了近9000亿元。其次，中国先进制造在新能源汽车、电池、...

Caleres ( CAL ) declares $0.07/share quarterly dividend , in line with previous. Forward yield 1.91% Payable June 26; for shareholders of record June 11; ex-div June 11. See CAL Dividend Scorecard, Yield Chart, & Dividend Growth. More on Caleres Caleres, Inc. (CAL) Q4 2025 Earnings Call Transcript Caleres Is Now Reasonably Priced, But Is Not Attractive After The Rally Caleres, Inc. 2025 Q4 - Results - Earnings Call Presentation Caleres names Dan Karpel as CFO Caleres Non-GAAP EPS of -$0.36 beats by $0.04, revenue of $695.1M beats by $9.68M

The creator of It’s a Sin is back – and he’s furious. His new series Tip Top explores the rise of homophobia through a feud between two Manchester neighbours. He and stars Alan Cumming and David Morrissey talk death, fear and ‘joy as a form of protest’ Late at night on Manchester’s Canal Street, the heart of the city’s famous queer scene, two neighbours are at war. An escalating feud between gay bar manager Leo (Alan Cumming) and reserved, judgmental neighbour Clive (David Morrissey) shows no sign of abating. Yells from Leo are so loud they echo down the canal. The street is not closed to the public as their altercation plays out, so you can’t tell who in the background is an employee at Leo’s bar, Spit & Polish, who is a regular, and who is a member of the public out for their midweek pint. In the background, an ambulance’s lights flash while unflappable drag queens continue to flyer for their neighbouring bars. Russell T Davies’s Tip Toe, a new Channel 4 drama, looks at how political rhetoric, toxic online bullying and misinformation can add jet fuel to a feud between neighbours. The location of the series won’t be lost on viewers of Queer As Folk. The 1999 classic, which regularly featured scenes shot in Canal Street, followed the lives of three gay men, in a way that not only made being gay seem cool, it also reflected a new era of tolerance. Viewers took from it that the future could only be bright. Continue reading...

In this article DDOG Follow your favorite stocks CREATE FREE ACCOUNT The Anthropic logo displayed on the stage during the company's Builder Summit in Bengaluru, India, on Monday, Feb. 16, 2026. Photographer: Samyukta Lakshmi/Bloomberg via Getty Images Bloomberg | Bloomberg | Getty Images Anthropic is zeroing in on a $1trillion valuation after another successful funding round — but investor demand for AI companies is just getting started, according to Wedbush Securities analyst Dan Ives. Ives told CNBC's "Squawk Box Europe" on Friday that "for the first time in 30 years, the U.S. is ahead of China" on technology. He said that Anthropic's latest valuation of $965 billion after securing $65bn in funding on Thursday is "just the tip of the sphere," and investors should turn their attention to data layer companies, such as Snowflake , Datadog and InnoData . "Our view is the second, third, fourth derivative, just like we saw this week with Snowflake and Dell, is showing where the spending is," he added. watch now VIDEO 11:29 11:29 Wedbush's Ives: We're still less than 10-15% through the AI revolution Squawk Box Europe Ives' comments form part of a broader prediction for the Nasdaq to top 30,000 points by 2027, reiterating his call from earlier interviews with CNBC. Ives is forecasting a "historic" period in the history of Wall Street ahead of a raft of mega-IPOs on the docket for 2026, including the potential flotations of SpaceX, Anthropic and Open AI. "They're really the three pillars of the fourth industrial revolution," he said. "Right now, in terms of Anthropic, it's the best model in the world, and I don't think there's a dispute there. "It's going to put more pressure on Open AI, which is foundational to the AI revolution." Other analysts have warned that this seismic set of public offerings could signal the top of the market, and drew parallels with the late-1990s dot-com bubble. SpaceX's hotly anticipated IPO, confirmed in a regulatory filing on Thursday and expe...

Red River Bancshares ( RRBI ) declares $0.25/share quarterly dividend , in line with previous. Forward yield 1.08% Payable June 18; for shareholders of record June 8; ex-div June 8. See RRBI Dividend Scorecard, Yield Chart, & Dividend Growth. More on Red River Bancshares Seeking Alpha’s Quant Rating on Red River Bancshares Historical earnings data for Red River Bancshares Dividend scorecard for Red River Bancshares Financial information for Red River Bancshares

TFS Financial ( TFSL ) declares $0.2825/share quarterly dividend , in line with previous. Forward yield 7.14% Payable June 24; for shareholders of record June 10; ex-div June 10. See TFSL Dividend Scorecard, Yield Chart, & Dividend Growth. More on TFS Financial TFS Financial GAAP EPS of $0.08, revenue of $85.24M Seeking Alpha’s Quant Rating on TFS Financial Historical earnings data for TFS Financial Dividend scorecard for TFS Financial Financial information for TFS Financial

Quanex Building Products ( NX ) declares $0.08/share quarterly dividend , in line with previous. Forward yield 1.7% Payable June 30; for shareholders of record June 15; ex-div June 15. See NX Dividend Scorecard, Yield Chart, & Dividend Growth. More on Quanex Building Products Quanex Building Products: Expect Outperformance To Keep Building Quanex Building Products Corporation (NX) Q1 2026 Earnings Call Transcript Quanex outlines $1.84B–$1.87B sales target and margin expansion plans amid operational stabilization Quanex Building Products Non-GAAP EPS of -$0.01 beats by $0.05, revenue of $409.1M beats by $3.35M Seeking Alpha’s Quant Rating on Quanex Building Products

President Trump told Fox Business this week he would hold the line on Iran sanctions. “No we’re not talking about easing of sanctions, or giving them money, no sanctions no money, no nothing, they are starting to give us what they have to give us, if they do, that is great if they won’t, man ... Trump Holds the Line on Iran: No Sanctions Relief as Oil Slides Below $89

5月25日，思必驰向科创板递交IPO申请。 作为国内最早一批AI公司，思必驰已经走过近二十年。但从业绩来看，这家老牌AI公司的增长并不算快。2023年至2025年，公司营收分别为5.39亿元、6.01亿元和6.88亿元，两年复合增长率仅 12.98% 。 某种程度上说，思必驰正处在一个有些尴尬的时间点。 过去十几年，语音技术一直是人工智能领域最典型的技术壁垒型赛道。Cerence、SoundHound、思必驰等公司，都受益于这一轮产业红利。 但大模型出现之后，行业的底层逻辑正在被改写。 OpenAI、谷歌、阿里、字节等巨头，正在把语音能力变成一种基础能力 。 于是一个问题摆在了所有传统语音公司面前：当语音成为大模型的标配之后，它们还剩下什么价值？ 今天，我们就来聊聊思必驰，以及传统语音AI公司的未来。 毛利率虽高，但仍然很难赚钱 从收入结构看，思必驰主要有三块业务：车载业务、智慧办公和智慧物联。 其中，车载业务是公司的基本盘。2025年，该业务收入达到 2.76亿元 ，占总营收的40.08%。 所谓车载业务，本质上是为汽车厂商提供语音交互解决方案。目前，思必驰已经进入比亚迪、奔驰、大众等多家车企供应链，车载语音装机量市占率达到22%。 第二块业务是智慧办公，包括语音转写、会议记录、自由对话等软件服务，以及智能吸顶麦、AI办公本等硬件产品。2023年至2025年，该业务收入从1.8亿元增长至 2.43亿元 ，是近几年增长最快的板块之一。 相比之下，智慧物联业务则有所收缩。2023年至2025年，该业务收入从1.97亿元下降至 1.69亿元 ，占总营收比例也从36.63%下降至24.51%。 从盈利能力看，思必驰的毛利率并不低。 随着软件收入占比提升，公司毛利率从2023年的 53.69% 提升至2025年的 63.24% 。 但高毛利并没有转化成利润。 过去三年，公司分别亏损1.36亿元、1.58亿元和0.8亿元。同期，期间费用率高达 76.3% 、 79.5% 和 68.7% 。 而这背后，与国内软件服务行业长期面临的商业化困境有关。 思必驰的大部分业务仍然带有较强的项目制属性。无论是车载语音、智慧办公还是物联网方案，每新增一个客户，往往都伴随着额外的研发、适配、测试、部署和维护成本。 尤其是在车载场景，不同车企、不同车型甚至不同操作系统之间都存在明显差异，很难像标...

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Here are the biggest calls on Wall Street on Friday: Susquehanna upgrades Dell to positive from neutral The firm upgraded Dell following earnings on Thursday. "Compelling case for multiple rerating: We previously argued for up to 1x FWD EV/sales [Enterprise Value-to-Sales] for OEMs like Dell. However, increased confidence in a sustainable 8–10% operating margin and 6% FCF margin profile supports rerating DELL to 3x EV/sales." RBC initiates Viper Energy as outperform RBC called the company a "best-in-class mineral and royalty company." "We are initiating coverage of Viper Energy (VNOM) with a $58/ share price target and an Outperform rating. The company is advantaged given its scale, core Permian focus, inventory duration, and aligned operating partner." Bank of America upgrades SentinelOne to buy from neutral Bank of America says buy the dip. " SentinelOne reported an in-line but solid quarter, and we view the -18% after-hours decline as an attractive entry point." Macquarie upgrades XPeng to outperform from neutral Macquarie said in its upgrade of Xpeng that the China EV has volume growth. "Shares still have optionality from future investments in humanoids and robotaxi." JPMorgan downgrades Gap to neutral from overweight JPMorgan downgraded the stock following earnings. "We rate GAP Neutral. While CEO Dickson has implemented a foundation of improved merchandising & marketing across all four brands, we see see a mixed portoflio of results, with Gap brand outsized strength offset by Athleta ongoing challenges, in addition to mixed recent performance at Old Navy." Deutsche Bank upgrades Federal Realty to buy from hold Deutsche says the real estate investment trust has a "superior growth profile." "That said, we are increasingly convinced from the FRT Investor Day last week that the company is likely to return to its historical superior growth profile vs peers from a combination of stronger internal and external growth, more efficient capital recycling and less earning...

Range Resources ( RRC ) declares $0.10/share quarterly dividend , in line with previous. Forward yield 1.01% Payable June 26; for shareholders of record June 12; ex-div June 12. The company has now announced a dividend of $0.10 for two consecutive quarters. See RRC Dividend Scorecard, Yield Chart, & Dividend Growth. More on Range Resources Range Resources Corporation (RRC) Shareholder/Analyst Call Prepared Remarks Transcript Range Resources Corporation (RRC) Q1 2026 Earnings Call Transcript Range Resources: NGL Prices Are Benefiting From The Iran Conflict (Downgrade) Range Resources outlines 2.5 Bcfe/d exit-rate plan and lifts 2026 NGL differential guidance to $1.25-$2.50/bbl premium Range Resources Non-GAAP EPS of $1.52 beats by $0.24, revenue of $1.03B beats by $68.63M

ARMOUR Residential REIT ( ARR ) declares $0.24/share monthly dividend , in line with previous. Forward yield 16.83% Payable June 29; for shareholders of record June 15; ex-div June 15. See ARR Dividend Scorecard, Yield Chart, & Dividend Growth. More on ARMOUR Residential REIT ARMOUR Residential REIT Preference Shares: High Monthly Income And Discount To Par ARMOUR Residential REIT, Inc. (ARR) Q1 2026 Earnings Call Transcript ARMOUR Residential REIT, Inc. 2026 Q1 - Results - Earnings Call Presentation Armour residential REIT highlights 3.5% Q2-to-date book value recovery net of dividend amid March spread volatility ARMOUR Residential REIT distributable earnings of $0.76 beats by $0.02

格隆汇5月29日｜超达装备公告称，信息披露义务人冯建军及其一致行动人冯峰进行权益变动。本次权益变动前，二人持有公司股票16,570,400股，占总股本20.85%；变动后，持有12,593,400股，占比降至15.37%，权益变动比例减少5.49%。变动原因包括“超达转债”转股、限制性股票归属致股本增加带来的被动稀释，以及冯建军于2026年5月28日通过询价转让减持3,977,000股。除本次外，不排除未来12个月增持或减持可能性。

Isabella Bank ( ISBA ) declares $0.28/share quarterly dividend , in line with previous. Forward yield 2.72% Payable June 30; for shareholders of record June 26; ex-div June 26. See ISBA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Isabella Bank Isabella Bank: Shares Are Too Expensive For The Quality Investors Are Getting Seeking Alpha’s Quant Rating on Isabella Bank Historical earnings data for Isabella Bank Dividend scorecard for Isabella Bank Financial information for Isabella Bank

格隆汇5月29日｜中富电路(300814.SZ)公告称，公司董事会审议通过向特定对象发行股票预案，拟募集资金总额不超过8.5亿元，用于鹤山中富AI用PCB产线改扩建项目、数字化升级建设项目及补充流动资金。

Welcome to our guide to the commodities driving the global economy. Today, reporters Kevin Crowley and David Wethe look at an unexpected result in the race for a seat on the Texas oil regulator. Companies working in the biggest US oil field were on edge this week after a little-known hard-right candidate prevailed in a primary election for a seat on the influential Texas energy regulatory commission. At a time when the shale industry is facing hefty regulatory challenges including orphan wells, wastewater disposal and gas flaring, the fact that the winner barely mentioned energy during his campaign has sown unease. Bo French, a self-described “MAGA conservative” who vowed to protect the state’s oil sector from “militant Islamists,” beat the incumbent candidate Jim Wright with 50.6% of the vote in Tuesday’s Republican run-off. It puts French in prime position to win a spot on the three-seat commission in November’s general election. The outcome was a surprise to the industry. French, a former county Republican chairman, was not a particularly prominent figure in Texas political or energy circles before running. He focused his campaign on opposing diversity, equity and inclusion programs, supporting Israel and fighting what he termed the “Islamification of Texas.” None of those are issues the state’s oil and natural gas regulator, named the Railroad Commission of Texas, has much jurisdiction over. The defeated candidate was strongly supported by the oil industry. Wright’s campaign donor list reads like a who’s who of the Permian Basin: Occidental Petroleum Corp. Chief Executive Officer Vicki Hollub , pipeline billionaire Kelcy Warren as well as the political action committees of Exxon Mobil Corp., Chevron Corp. and ConocoPhillips. He also had endorsements from the Texas Oil and Gas Association, Governor Greg Abbott and more than two dozen GOP state representatives. French does have at least one powerful backer in the oil patch: Tim Dunn, a billionaire Christian preach...

Both the State Street SPDR S&P Aerospace & Defense ETF (XAR +3.82%) and the iShares U.S. Aerospace & Defense ETF (ITA +2.21%) target the U.S. aerospace and defense industry, a sector often driven by government contracts and global security needs. While ITA follows a traditional market-cap weighting, XAR utilizes a modified equal-weight strategy, offering a different way to gain exposure to these industrial giants for long-term investors. Snapshot (cost & size) Metric ITA XAR Issuer iShares SPDR Expense ratio 0.38% 0.35% 1-yr return (as of 5/27/26) 32.2% 45.4% Dividend yield 0.49% 0.3% Beta 1.02 1.26 AUM $14.3 billion $6.5 billion The State Street fund is slightly more affordable with an expense ratio of 0.35%, undercutting the iShares fund 0.38% fee. However, investors seeking income may prefer the iShares fund, which provides a higher trailing distribution yield of 0.49%. Performance & risk comparison Metric ITA XAR Max drawdown (5 yr) (21.7%) (32.4%) Growth of $1,000 over 5 years (total return) $2,172 $2,207 What's inside The State Street SPDR S&P Aerospace & Defense ETF holds 41 stocks, focusing on an equal-weighted approach to prevent any single company from dominating the portfolio. Its largest positions include Rocket Lab at 6%, Intuitive Machines at 3.31%, and Carpenter Technology at 3.29%. Launched in 2011, the fund has paid $0.88 per share over the trailing 12 months. Expand NYSEMKT : XAR SPDR Series Trust - State Street SPDR S&P Aerospace & Defense ETF Today's Change ( 3.82 %) $ 10.66 Current Price $ 289.56 Key Data Points Day's Range $ 280.00 - $ 290.61 52wk Range $ 188.52 - $ 295.39 Volume 426.2 In contrast, the iShares U.S. Aerospace & Defense ETF is more top-heavy, with 44 holdings led by massive companies. Its largest positions include GE Aerospace at 20%, RTX Corp. at 14.3%, and Boeing at 9.5%. Launched in 2006, the fund has a trailing-12-month dividend of $1.07 per share. Expand NYSEMKT : ITA iShares Trust - iShares U.s. Aerospace & Defense ETF Toda...

大佬痛批内卷，国内车圈打法变了？！ 车东西5月29日大湾区车展现场报道，就在刚刚，蔚来创始人、董事长、CEO李斌，零跑汽车高级副总裁兼首席运营官徐军，阿维塔科技董事长王辉，赛力斯董事长张正萍，梅赛德斯-奔驰（中国）投资有限公司高级执行副总裁庄睦德，江汽集团董事长项兴初，元戎启行创始人兼CEO周光等车圈高层齐聚深圳论道。 与往年相比，今年大会的火药味不再只来自价格战和参数竞赛，而是集中指向一个更现实的问题：当新能源汽车行业进入淘汰赛，车企该如何在增长、盈利、技术投入和品牌向上之间找到新的平衡？ “没有利润的销量是伪销量，靠价格战换来的规模是虚假繁荣。”王辉的一句话，点出了当前行业最尖锐的矛盾。 李斌则判断，即便价格战逐渐远去，接下来一两年中国汽车市场竞争仍将非常残酷，企业仍要面对产品、技术和体系能力的全面比拼。 除了价格战，参数竞赛也在被重新审视。徐军认为，续航、算力、配置等参数“到今天为止只是一个最基本的入场券，不是胜负手”，这也说明，新能源车竞争正在从参数表回到真实使用场景。 从反内卷、反参数堆叠，到纯电拐点、AI重构豪华、品牌向上和超豪华突破，这些议题共同构成了本届大会释放出的核心信号。 那就是，中国汽车产业正在告别单纯比拼规模和速度的阶段，进入以盈利能力、技术底座、品牌价值和体系效率为核心的新周期。 01.蔚来李斌：车市竞争依然残酷，研发投入超688亿元 从此次大会的多位车企高层发言来看，中国新能源汽车产业正在从单纯追求规模，转向对盈利能力、研发投入、品牌价值和用户体验的系统性比拼。 蔚来创始人、董事长、CEO李斌在大会上给出了一个颇具现实感的判断：接下来一两年，中国汽车市场竞争仍会非常残酷，“虽然价格战在远去，但是没有价格战一样是非常残酷的”。 ▲蔚来创始人、董事长、CEO李斌 在他看来，中国汽车产业已经进入新的竞争阶段。虽然今年前几个月整车产量表现尚可，但国内零售市场承压明显，落后品牌和落后技术将加快出清。 也就是说，行业竞争并不会因为价格战降温而变得轻松，车企接下来比拼的将不只是价格，而是产品、技术、品牌、补能体系和经营效率的综合能力。 李斌同时透露，今年1至4月，蔚来累计交付超过11.2万辆，同比增长71%，在新能源零售销量前十的车企中增速最快。更重要的是，蔚来已连续两个季度实现经营盈利。相比单纯追求销量，这一变化意味着新势力正在进入必须证明自我造血能...

Brandywine Realty Trust ( BDN ) declares $0.08/share quarterly dividend , in line with previous. Forward yield 10.53% Payable July 22; for shareholders of record July 8; ex-div July 8. See BDN Dividend Scorecard, Yield Chart, & Dividend Growth. More on Brandywine Realty Trust Brandywine Realty Trust (BDN) Q1 2026 Earnings Call Transcript Brandywine Realty Trust: The Real Problem Hides In The Debt Brandywine Realty Trust: Some Bright Spots Emerging In Office Market, Finally Watch top & bottom Quant-rated REIT small-cap stocks post Q1 earnings season Brandywine outlines $305M asset sales closings in Q2 while planning $100M 7-year financing at ~5.7%

Gentex ( GNTX ) declares $0.12/share quarterly dividend , in line with previous. Forward yield 1.99% Payable July 22; for shareholders of record July 8; ex-div July 8. The company has now announced a dividend of $0.12 for twenty-six consecutive quarters. See GNTX Dividend Scorecard, Yield Chart, & Dividend Growth. More on Gentex Gentex: Market Leader With Buybacks And Optionalities Gentex: Step Function Change Leads To Value Unlock Gentex Corporation 2026 Q1 - Results - Earnings Call Presentation Gentex outlines $2.65B-$2.75B 2026 revenue outlook while assessing potential tariff refunds Gentex Q1 2026 Earnings Preview

Key Points Nu ended the first quarter with 135 million active customers, up 13% year over year. The company’s unit economics are stellar, supporting a 16% net profit margin. It's important for investors to keep tabs on user growth and monetization trends. 10 stocks we like better than Nu Holdings › Investors might think that the world of financial services is generally a boring area to park capital for growth. But Nu Holdings (NYSE: NU) proves that this perspective is wrong. The Latin American fintech stock, which has climbed 93% in the past three years (as of May 27), has expanded rapidly. As of March 31, the online bank counted 135 million customers, up 71% from exactly three years ago. This figure is more than what most U.S. banks currently have. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » What matters most, though, is not necessarily the total customer count. Investors should care what Nu earns from each one. A look at the unit economics Absolute growth metrics get a lot of attention. Monetization is crucial as well. During the first quarter of 2026, Nu reported average revenue per active customer (ARPAC) of $15.90. This number has steadily risen, and it's up 23% year over year on a currency-neutral basis. On the other side of the equation, it cost Nu just $1 to serve each of these customers in the first quarter. That's a wide gap when compared to its ARPAC. And it certainly helps to explain why the company was able to post a 16.4% net profit margin in the latest quarter. This was also supported by credit quality that remains within historical levels. Nu's biggest market, without a doubt, is Brazil, where 83% of its customers are active on a monthly basis. The fintech is still in the early innings in Mexico, but success is notable. On the first-quarterearnings call CEO David Velez said: "I...

Danish pension fund AkademikerPension has decided to add SpaceX to an exclusion list, citing concerns about the company’s governance. The decision, shared in an email with Bloomberg on Friday, comes as SpaceX targets a valuation of at least $1.8 trillion in its initial public offering. The company is seeking to raise as much as $75 billion, people familiar with the matter have said, which would make it the biggest IPO of all time. AkademikerPension, which oversees about $25 billion and has previously excluded Tesla Inc. and US Treasuries out of sustainability concerns, said its “primary reason” for avoiding SpaceX is ESG-related, “particularly the company’s exceptionally poor performance on governance matters.” “That said, we would not be able to justify this decision from an investment-return perspective if our assessment were that SpaceX represented an attractive investment opportunity,” the pension fund said. “However, as long-term investors, our view is that the company is also grossly overvalued.” SpaceX Said to Cut IPO Valuation Goal to at Least $1.8 Trillion How SpaceX’s Dream of a Record-Breaking IPO Stacks Up

Hong Kong’s health minister has said the government will not lose out if the medical centre of the Chinese University of Hong Kong (CUHK) repays its public loan early, rejecting calls for a penalty. Secretary for Health Lo Chung-mau’s comments came at a Legislative Council health services panel meeting on Friday, when CUHK Medical Centre CEO Chung Kin-lai also revealed that the hospital’s financial situation had improved. Lo was responding to criticism from lawmaker Kitson Yang Wing-kit, who argued that the hospital was taking advantage of the government and the legislature after previously seeking repayment extensions during difficult times. Advertisement “During the most difficult times, you came to the Legislative Council to request an extension, and we approved it,” Yang said. “Now that you are making a profit, you say the government’s interest is too high and you look elsewhere for cheaper interest by 1 or 1.5 percentage points. You are taking advantage of the government and Legislative Council, aren’t you?” Lawmaker Kitson Yang accuses CUHK Medical Centre of taking advantage of the government and Legislative Council. Photo: Karma Lo The medical centre was granted a HK$4.033 billion (US$514.76 million) government loan in 2015, and repayment was deferred from 2023 to 2028 after the institution struggled during the Covid pandemic, according to Legco documents.