恆指季檢結果公佈：極兔速遞-W(01519)、中國鋁業(02600)、百濟神州(06160)染藍 恆指成分股增加至93只 hstong.com

阳光电源预计2026年储能业务出货目标为60GWh以上，并预计全球储能市场当年增速在30%至50%之间。 继沙特7.8GWh全球最大储能项目落地后，市值超3000亿元的光储巨头阳光电源（300274.SZ）又官宣中东新订单。 据公司官微消息，阳光电源近日与阿联酋国有可再生能源公司Masdar签约，为其RTC1 Plant（North）项目供应7.5GWh PowerTitan3.0液冷储能系统，并同步提供2.6GW逆变器（应用于South区）。该阿联酋项目预计于2027年并网。 仅此一单，已占阳光电源2026年全年储能出货目标的近八分之一。第一财经记者注意到，今年3月底，阳光电源管理层与1000多位机构投资者交流时确认，2026年储能业务出货目标为60GWh以上，并预计全球储能市场当年增速在30%至50%之间。 据公司公告的投关交流纪要，公司彼时表示，“尽管原材料涨价导致部分项目处于观望阶段，但需求依然存在，只会顺延。” 这也是继2024年与沙特ALGIHAZ签约7.8GWh全球最大储能项目后，阳光电源在中东市场再度斩获的GWh级订单。 从交付节奏看，第一财经记者从公司相关人士了解到，“上一个7.8GWh的大订单约一年不到的时间实现全容量并网，预计此次订单的落地交付速度与之相近，但具体仍取决于客户工程的进度。” 在公布此中东大单前，阳光电源一季度业绩“爆冷”，股价在业绩披露后连跌数天。 2026年一季度，阳光电源实现收入156亿元，同比减少34亿元，降幅18%；其中，储能收入约87亿元，同比同样有所下降。 公司分析，去年一季度沙特7.8GWh项目确认收入约40亿元，基数较高，而今年同期新项目确收节奏放缓。“此外，去年上半年美国关税政策不明朗导致签单观望、发货顺延，也影响了今年一季度的交付量。” 除了向海外市场供货，记者注意到，阳光电源正加速海外产能布局。 今年4月24日，公司二次向港交所主板提交上市申请，计划将部分募资用于在波兰和埃及建设生产基地。其中，波兰工厂规划储能系统产能约22.5GWh及逆变器20GW，埃及工厂规划储能系统产能约10GWh。公司表示，海外生产基地将保障产品及时供应和交付，服务不断扩大的国际客户群。 值得一提的是，此次阳光电源合作的Masdar为阿联酋政府主导的国有可再生能源企业，目前与多家中国新能源企业均有合作。 今年4月，晶科能源（6882...

Source: Bloomberg, 8:58

Source: Bloomberg, 5:49

专题：聚焦美股2026年第一季度财报 欧洲早盘该股跌幅达 8.9% 宝盛苏黎世总部大楼 瑞士宝盛集团预计上半年净利润将较去年同期大幅增长 受全新风控策略落地、中东局势不明影响，年初客户资金流入节奏放缓，瑞士宝盛集团股价走低。 欧洲早盘交易时段，这家瑞士私人银行个股大跌 8.9%，年内涨幅悉数回吐。 集团周五披露，2026 年前四个月新增净流入资金 30 亿瑞士法郎，折合 38.1 亿美元，折合年化增速 1.7%，较去年下半年 2.7% 的年化净流入增速明显回落。 此前奥地利地产集团西格纳控股破产，该行相关贷款出现亏损，随后着手梳理信贷资产、收紧客户业务风险敞口。去年初，银行聘任前 高盛 银行高管斯特凡・博林格出任首席执行官，并持续调整管理层架构。 银行表示，风控合规体系调整、中东冲突带来的不确定性，叠加客户暂停借贷投资行为，共同导致资金流入放缓。 加拿大皇家资本市场分析师认为，风控审查带来的资金流入压力，或令投资者预期落空。 截至 4 月末，该行管理资产规模达 5280 亿瑞士法郎，年内小幅上涨 1%。 年初客户交易活跃度表现强劲，但 4 月业务明显降温，预计短期内难以重回早前增长势头。 该行同时表示，得益于开局经营表现亮眼，且无大额一次性损益干扰，上半年净利润有望同比大幅攀升。 博林格称：“2026 年前四个月，集团营业收入创下历史同期最佳开局水平。” 责任编辑：郭明煜

A view of the Syncrude refinery at its Mildred Lake facility, which has a capacity of bitumen conversion to synthetic crude oil of 350,000 barrels per day, in the Wood Buffalo municipality of Alberta, Canada, on May 5, 2026. Daphne Lemelin | Afp | Getty Images Alberta Premier Danielle Smith has announced plans for the oil-rich province to hold a non-binding vote in the fall on whether its residents wish to remain a part of Canada — or move ahead with a second binding vote on separation. The move marks the first time in Canadian history that a province other than Quebec has put the question of separation to the public and comes after months of campaigning from a group of separatists. Speaking during a televised address on Thursday evening, Alberta's Smith said she supports the province remaining in Canada and would vote as such in a provincial referendum. "However, despite my personal support for remaining in Canada, I'm deeply troubled by an erroneous court decision that interferes with the democratic rights of hundreds of thousands of Albertans," Smith said. An Alberta judge had previously thrown out a petition seeking for the province to separate from Canada. Backers of the citizen-led group Stay Free Alberta said that they'd collected more than 301,000 signatures in support of their campaign, which is partly driven by the view that the province has long been overlooked by decision-makers in Ottawa. Opinion polls indicate that separatism in Alberta lacks broad appeal, however. A separate petition calling for the province to stay in Canada says it has gathered more than 404,000 signatures. Danielle Smith, Alberta's premier, speaks during the Alberta Next: Energy event in Calgary, Alberta, Canada, on Thursday, May 21, 2026. Bloomberg | Bloomberg | Getty Images "Kicking the can down the road only prolongs a very emotional and important debate, and muzzling the voices of hundreds of thousands of Albertans wanting to be heard is unjustifiable in a free and democratic s...

老虎、富途、长桥。 5月22日，证监会发布消息称，近日，证监会依法对Tiger Brokers (NZ) Limited（下称“老虎”）、富途证券国际（香港）有限公司（下称“富途”）、长桥证券（香港）有限公司（下称“长桥”）境内外相关主体在境内非法经营证券业务等行为立案调查并作出行政处罚事先告知。 对此，老虎证券方面对第一财经表示，公司已注意到相关通知，将严格按照监管要求积极配合相关工作，目前公司各项业务运营正常。老虎始终将合规置于首位，并持续与监管机构保持密切沟通，后续以公司官方披露为准。 证监会通报称，老虎、富途、长桥境内外相关主体未经证监会核准，未取得经营证券经纪业务许可、经营证券融资融券业务许可，在境内开展证券交易营销推广、处理交易指令等相关证券业务服务并获取相关收益，违反了《证券法》第一百二十条的规定，构成非法经营证券业务。此外，三家机构境内外相关主体还违反了《证券投资基金法》第九十七条、《期货和衍生品法》第六十三条的规定，构成非法从事公募基金销售业务、非法从事期货经纪业务。上述非法跨境展业行为，违反了我国证券基金期货法律法规，破坏了市场秩序，必须坚决予以打击。 依据《证券法》第二百零二条、《证券投资基金法》第一百三十六条、《期货和衍生品法》第一百三十二条的规定，证监会拟决定没收老虎、富途、长桥境内外相关主体全部违法所得，并依法严厉处罚。拟对当事人实施的行政处罚，当事人享有陈述、申辩及要求听证的权利，证监会将充分听取当事人意见后，依法作出行政处罚决定。 第一财经注意到，此前，富途证券、老虎证券、长桥证券、盈透证券（Interactice Brokers）陆续提高了中国内地居民的线上开户申请条件。（详见报道《 全球最大互联网券商收紧内地居民开户条件，炒港美股避税“攻略”失灵》 ） 其中，富途证券、老虎证券自2022年开始，在监管部门的要求下关闭中国内地居民的开户通道。2022年12月，证监会发布公告宣布推进富途控股、老虎证券o非法跨境展业整治工作，并提出了“有效遏制增量，有序化解存量”的整改思路。 另据证监会消息，近日，经国务院同意，中国证监会、工业和信息化部、公安部、中国人民银行、市场监管总局、金融监管总局、国家网信办、国家外汇局等八部门，在总结前期整治工作经验的基础上联合印发了《综合整治非法跨境证券期货基金经营活动实施方案》。 受相关消息影响，美股老虎证...

When the UN general assembly voted overwhelmingly in favour of a landmark climate crisis ruling on Wednesday, the Pacific island of Vanuatu’s prime minister hailed the result as the start of “a new chapter” in climate action. “The task before all of us now is to translate legal clarity into meaningful action, stronger cooperation, and greater protection for present and future generations,” said Jotham Napat. The recognition by states that they have a legal responsibility to address climate breakdown by cutting their greenhouse gas emissions, including tackling fossil fuels, could prove a boost for climate diplomacy and litigation, according to experts. While the international court of justice’s (ICJ) 2025 advisory opinion was at the time hailed as a “historic win” for small island states particularly vulnerable to the effects of the climate crisis, it has so far proved weak as a diplomatic lever. To try to help it make a difference on the ground, Vanuatu led negotiations on a new UN resolution, a lengthy process that required numerous compromises. The final version, co-sponsored by 90 countries, urges states to transition away from fossil fuels in a “just, orderly and equitable manner” to reach net zero by 2050, and to phase out “inefficient fossil fuel subsidies that do not address energy poverty or just transitions as soon as possible”. But the resolution explicitly does not attribute responsibility to any particular state. Although the final resolution did not achieve the unanimity Vanuatu had sought, 141 countries voted in favour, with 28 abstentions. Eight states voted against it, including some of the world’s biggest producers of oil and gas: the US, Saudi Arabia, Russia, Belarus, Iran, Israel, Yemen and Liberia. View image in fullscreen An oil pump jack in Cisco, Texas. The US was among the eight states who voted against the resolution. Photograph: Mike Stone/Reuters The advisory opinion has so far had more impact domestically than diplomatically. Harj Narull...

格隆汇5月22日｜英唐智控在特定对象调研时表示，光隆集成主要从事光开关等无源光器件和相关模块、设备的研发、生产和销售，客户涵盖传统光模块厂商、光通信设备厂商、电信运营商以及系统级供应商等。目前光隆集成小通道的OCS产品已经进入市场，128/256等大通道产品有望在2026年逐步推向市场。从下游客户的询单反馈来看，OCS整体需求量逐步增加，对于通道数的要求也在提升，市场潜力逐步释放。

格隆汇5月22日｜日本央行行长植田和男表示，首相高市早苗在周五的会谈中告诉他，希望日本央行采取适当政策，考虑到政府的价格措施。植田和男在东京首相官邸与高市早苗会谈后对记者表示，这是两人之间的一次例行会晤，没有讨论货币政策的具体细节。

Alistair Berg Stock index futures opened modestly lower Thursday as traders digested Nvidia’s ( NVDA ) quarterly earnings report. Now, here are 5 news stories that broke overnight to watch out for: Trump delays AI executive order: President Donald Trump postponed signing an executive order on artificial intelligence Thursday, saying he did not like some aspects of it and wanted to avoid steps that could undermine the U.S. position in its AI rivalry with China. The signing ceremony was to be attended by CEOs of AI companies. Semafor reported the plans were paused following a push from Meta Platforms’ ( META ) CEO Mark Zuckerberg, xAI founder Elon Musk, and former Trump AI adviser David Sacks. Trump announces troop deployment to Poland: President Trump announced the U.S. will send an additional 5,000 troops to Poland, reversing course a week after the Pentagon canceled a deployment of 4,000 troops to the country. Trump said on Truth Social the decision was based on “the successful Election of the now President of Poland, Karol Nawrocki, who I was proud to Endorse, and our relationship with him.” Barclays holds firm on $100 Brent forecast: Barclays maintained its 2026 average Brent crude oil price forecast at $100 per barrel, noting that risks remain tilted to the upside. “Inventory trends are signaling a 6-8 million bpd deficit with the U.S. inventories within reach of the lowest levels since 2020,” the bank said, according to Reuters. JPMorgan seeks to offload private equity loan risk: JPMorgan Chase ( JPM ) is looking to transfer risk tied to more than $4B in loans to private equity funds as the bank reduces exposure to an industry facing a prolonged slowdown in exits and rising concerns over AI-related disruption, the Financial Times reported. The bank is discussing a transaction involving net asset value loans backed by private equity fund assets. Nvidia invests in French quantum computing startup: Nvidia’s venture capital arm, NVentures, disclosed Friday it has i...

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JHVEPhoto/iStock Editorial via Getty Images Advanced Micro Devices ( AMD ) is working with partners in Taiwan to expand production capacity as stronger-than-expected demand tightens the global CPU market, CEO Lisa Su said Friday. Speaking in Taipei following a visit to China, Su said she met with AMD’s largest customers in China and worldwide before traveling to Taiwan to help ensure supply capacity could support a major increase in central processing unit production. “The overall CPU market has had significantly higher demand than any of us predicted a year ago,” Su said. “I would say the CPU market is tight.” She added that AMD is rapidly increasing capacity and expects supply to rise each quarter this year, with substantially more capacity planned for 2027 and beyond. Growth was being driven by AI inferencing and agentic AI, Su said. Taiwan remains central to the global AI supply chain for companies such as NVIDIA and Apple, with its position reinforced by Taiwan Semiconductor Manufacturing Company ( TSM ), the world’s largest contract chipmaker and a key AMD supplier. AMD said Thursday it plans to invest more than $10B in Taiwan’s AI sector to strengthen strategic partnerships and expand capacity for building and assembling advanced AI chips. Su said the investment would focus on advanced packaging, substrates, and manufacturing for rack-scale systems. More on AMD AMD: Growing Outside Of Nvidia's Shadow Why AMD Could Reach $1,000 Before 2030 (Rating Upgrade) AMD's CPU Opportunity Changes The Entire AI Narrative Trump administration plans billions in financing to woo firms for US AI tools: report AMD to invest $10B in Taiwan to boost AI chip partnerships

JHVEPhoto/iStock Editorial via Getty Images Advanced Micro Devices ( AMD ) is working with partners in Taiwan to expand production capacity as stronger-than-expected demand tightens the global CPU market, CEO Lisa Su said Friday. Speaking in Taipei following a visit to China, Su said she met with AMD’s largest customers in China and worldwide before traveling to Taiwan to help ensure supply capacity could support a major increase in central processing unit production. “The overall CPU market has had significantly higher demand than any of us predicted a year ago,” Su said. “I would say the CPU market is tight.” She added that AMD is rapidly increasing capacity and expects supply to rise each quarter this year, with substantially more capacity planned for 2027 and beyond. Growth was being driven by AI inferencing and agentic AI, Su said. Taiwan remains central to the global AI supply chain for companies such as NVIDIA and Apple, with its position reinforced by Taiwan Semiconductor Manufacturing Company ( TSM ), the world’s largest contract chipmaker and a key AMD supplier. AMD said Thursday it plans to invest more than $10B in Taiwan’s AI sector to strengthen strategic partnerships and expand capacity for building and assembling advanced AI chips. Su said the investment would focus on advanced packaging, substrates, and manufacturing for rack-scale systems. More on AMD AMD: Growing Outside Of Nvidia's Shadow Why AMD Could Reach $1,000 Before 2030 (Rating Upgrade) AMD's CPU Opportunity Changes The Entire AI Narrative Trump administration plans billions in financing to woo firms for US AI tools: report AMD to invest $10B in Taiwan to boost AI chip partnerships

啟德體育園商戶推出「票尾優惠」，表示生意有所增加，過往都有個別商場推出「票尾優惠」。有立法會議員認為，可以進一步推廣。 「票尾經濟」源於內地「票根經濟」，是去年中國媒體十大熱詞之一。 「票尾經濟」最早在上海出現，上海博物館前年舉辦「古埃及文明大展」，觀眾可以憑展覽門票的票尾，享受周邊購物、餐飲和泊車等優惠。這種新的經濟模式帶動了上海消費，並迅速在全國各地流行，球賽、電影和展覽等的票尾，都提供優惠。 國家電影局聯同商務部，今年二月公布首批16個「電影+」消費綜合試點城市，在政府補貼下，市內電影城與商場、旅遊和餐飲聯動，消費者憑電影、餐飲和零售等票尾，都享有其他消費優惠，形成雙向引流。 內地有評論指，「票尾經濟」必須克服一些挑戰，包括無論是比賽或演出，都要有創新形式，才能不斷吸引觀眾。 點擊重溫其他集數

AMD ramps up Taiwan production capacity amid CPU demand surge MSN

Manchester City have confirmed that manager Pep Guardiola will leave the club after Sunday's final match of the season. Guardiola has led City to 15 major trophies, including six Premier League titles in 10 top-flight seasons in charge. The 55-year-old's final game will be against Aston Villa at the Etihad Stadium. BBC Sport reported on Monday that City were preparing for Guardiola's departure a year before the end of his contract. "Don't ask me the reasons I'm leaving," said Guardiola. "There is no reason, but deep inside, I know it's my time. "Nothing is eternal, if it was, I would be here. Eternal will be the feeling, the people, the memories, the love I have for my Manchester City." Former Chelsea manager Enzo Maresca, who worked under Guardiola at City, is the frontrunner to replace the 55-year-old. Guardiola has led City to 17 major trophies - and 20 in all - including six Premier League titles, the Champions League, three FA Cups and five EFL Cups during his 10 years at City.

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立方制药公告，2025年度利润分配及资本公积金转增股本方案为：以公司当前总股本1.9亿股为基数，向全体股东每10股派发现金人民币3元（含税），共计派发现金股利为5705.47万元（含税），不送红股；同时以公司当前总股本1.9亿股为基数，以资本公积金向全体股东每10股转增2股，合计转增3803.64万股，转增后公司总股本为2.28亿股。

中国工业物理AI的真正优势不在模型参数，而在全球12倍的工业机器人部署密度、两倍的发电量和密集的5G边缘节点——场景密度、基建底座和开源模型的合力，正在推动物理AI从实验室走向规模化落地。 江行智能提出工业物理AI的三层模型，这套系统已在新能源场站和电网巡检场景落地——覆盖贵州、内蒙古等多地，核心算法准确率达99%。陈龙特别指出，工业场景下一个看似简单的巡检任务通常需要拆成100到200个子任务，这对AI的稳定性和可靠性提出了远超消费级应用的要求。 以下为演讲内容，经36氪整理编辑： 陈龙丨江行智能基模CTO 各位嘉宾、行业伙伴下午好，我是来自江行智能的具身基模CTO陈龙，我的分享题目是从感知环境到改变世界：物理AI的机遇、路径和挑战。 AI 的竞争已经从数字世界的模型参数之争，转向了真实物理世界的系统能力之争。中国凭借独特的五层产业基础，正在成为全球工业物理 AI 落地的最佳土壤。江行智能通过打造全栈工业物理 AI 模型架构，已经在新能源、电网等核心领域实现了规模化部署，证明了物理 AI 从概念走向现实的可行性。 AI 竞争正在从模型竞争走向物理系统竞争 过去几年，生成式 AI 在数字世界充分证明了自身价值，能够完成内容生成、代码编写、智能问答等任务。但对于工业企业而言，真正的价值前线不在屏幕里，而在风电场、光伏电站、变电站、矿山、化工园区和生产车间这些真实的物理空间。 AI 正在经历从 “生成答案” 到 “执行任务” 的关键演进。当 AI 走进工业现场，竞争的核心不再是模型参数规模或单点算法准确率，而是能否将人工智能稳定、可控、低成本地部署到真实物理世界。工业现场的任务从来不是 “看一张图判断有没有异常” 这么简单，它需要完成数据采集、环境理解、设备接入、任务规划、执行反馈和闭环迭代的全流程。这意味着物理 AI 不是一个孤立的模型，而是一套能够在现场持续运行的完整智能系统。 中国工业物理 AI 的五层基础与三大结构性机会 为什么工业物理 AI 在中国拥有最好的落地条件？中国已经形成了其他国家难以复制的五层系统性基础。 第一层是应用层。中国拥有全球最高密度的工业场景，工业机器人安装量约为美国的 8.6 倍，过去十年增长了约 12 倍。真实场景越密集，“数据 - 模型 - 具身智能机器人” 的闭环就越容易形成。 第二层是模型层。以 DeepSeek、通义千问（Qwe...

AI科技股行情提振市场情绪，亚股连续两日走高，周线收涨，美欧股指及期货同步上扬。中东局势持续僵持，油价走高。 5月22日，美股期指齐涨，盘前存储芯片概念股走低，老虎证券跌逾40%，富途控股跌超30%。欧股高开，亚股指全线走高，日经指数领涨。美元、美债收益率小幅上涨，日元韩元走弱。 布油涨近3%重回105美元/桶上方 ，金银承压。 科技股火热行情驱动市场，软银集团在东京股市大涨11%。今年以来，资金持续涌入被视为AI全球扩张关键供应商的企业，推动科技板块一路走高，成功对冲中东局势扰动，助力股市创下新高。 地缘政治方面，据新华社报道，沙特媒体称获悉美伊协议草案，内容包括，在所有战线立即、全面和无条件地实现停火。该草案还提到“在7天内就悬而未决的问题展开谈判”，以及“逐步解除美国对伊朗的制裁，以换取伊朗遵守协议”。 彭博策略师大卫·萨维奇表示，在波动性温和、美国经济增长强劲的背景下，AI需求加速增长的任何迹象，都将为相关科技股提供持续的结构性支撑。 核心市场走势如下： 标普500指数期货上涨0.3%， 纳斯达克100指数期货上涨0.4%。 美股盘前，美股存储芯片概念股走低，美光跌约1.8%，闪迪跌超2%。老虎证券跌幅扩大至逾40%，富途控股跌超30%。 欧洲斯托克50指数开盘涨0.9%，德国DAX指数涨0.7%，英国富时100指数涨0.4%，法国CAC 40指数涨0.7%。 日经225指数收涨2.7%，报63339.07点。日本东证指数收涨1%，报3892.46点。韩国首尔综指收0.4%，报7847.71点。 10年期美国国债收益率基本持平，为4.57%。 日元兑美元报159.08。 现货黄金下跌0.3%，至每盎司4529.95美元。现货白银日内跌幅达1%，报75.81美元/盎司。 比特币下跌0.1%，至77553.01美元。 以太坊下跌0.3%，至2130.76美元。 美股期指走高，市场静待美联储官员发言 科技股提振美股期指走高。随着AI应用加速落地带动硬件需求扩张，市场关注点已从芯片扩展至存储芯片短缺及机器人技术进步等更广领域。 富兰克林邓普顿股票投资组合经理乔纳森·柯蒂斯表示：“当前是一个非常激动人心的时刻。我们整体看好这一领域，市场尚未充分反映下游发展趋势。”他补充称，企业将AI技术融入业务后，有望实现更优业绩。 市场同时关注美联储动向。 据新华社，凯文·沃什将于...

百濟神州(06160.HK)獲美國資本集團增持94.32萬股H股股份，價值約2.85億美元 富途牛牛

格隆汇5月22日｜恒生指数公司发布季检结果，所有变动将于2026年6月5日(星期五)收市后实施并于2026年6月8日(星期一)起生效。恒生科技指数纳入MINIMAX-W(0100.HK)、智谱(2513.HK)；剔除金蝶国际(0268.HK)、金山软件(3888.HK)。

亚马逊创始人杰夫·贝索斯（Jeff Bezos）认为，当前航天行业的核心任务完全聚焦于经济效益，即如何打造既能顺利完成飞行任务，又具备显著低成本优势的运载工具，以此来真正解锁人类在太空探索领域的诸多可能性

据美国方面21日消息，美国国防部提供的一份评估报告显示，在打击伊朗的军事行动中，为协助以色列防御伊朗的导弹袭击，美军消耗的尖端弹药数量远超以军，美军先进拦截导弹的库存大幅减少。多名匿名的美国官员透露说，在美军代号“史诗怒火”的军事行动期间，美国为保护以色列发射了超过200枚“萨德”反导系统拦截弹，约占美国国防部总库存的一半，还从地中海部署的军舰上发射了100多枚“标准-3”和“标准-6”拦截弹。而以色列只发射了不到100枚“箭”式拦截弹和约90枚“大卫投石索”拦截弹。（央视新闻）

专题：聚焦美股2026年第一季度财报 核心珠宝业务季度销售额同比大涨 16%，市场需求强劲 历峰集团旗下坐拥卡地亚、梵克雅宝等知名珠宝品牌 尽管中东冲突带来冲击，卡地亚母公司历峰集团最新季度营收增速仍有所加快，全球珠宝消费旺盛为业绩提供有力支撑。 当前经济与地缘局势动荡，不少同行品牌需求疲软，而这家瑞士奢侈品企业凭借珠宝主业及高净值客群优势，依旧实现营收增长。 历峰集团周五公布，截至 3 月 31 日的第四财季销售额达 54 亿欧元，折合 62.7 亿美元。按固定汇率计算同比增长 13%，略高于分析师 53.1 亿欧元的预期；上一财季营收同比增幅为 11%。 集团核心珠宝板块囊括卡地亚、梵克雅宝等重磅品牌，受市场热销推动，季度销售额同比攀升 16%。 公司股价开盘后一度大涨超 5%，随后欧洲早盘时段涨幅收窄回落。 历峰集团首席执行官尼古拉斯・博斯在媒体电话会上表示，受战事影响，前往欧洲消费的中东游客数量减少，这一情况与 爱马仕 等高端奢侈品牌反馈一致。集团目前将经营重心转向欧洲本土以及受冲突波及地区的本地客户。 剔除汇率波动影响，第四财季中东与非洲区域销售额同比下滑 3%，结束此前连续三个季度两位数增长的态势。亚太、美洲及欧洲本土市场的营收增长，抵消了该区域业绩下滑带来的影响。 历峰集团董事长约翰・鲁伯特表示：“全球局势动荡或将成为常态。” 随着历峰发布财报，欧洲头部奢侈品企业本轮财报季正式收官。花旗分析师评价，本季行业业绩波动较大，整体表现偏弱。 此前不少投资者认为，历经数年低迷后奢侈品行业需求有望回暖，但伊朗战事令这一预期蒙上阴影。 业内分析认为，历峰主攻顶级消费群体，这类客群消费意愿稳固，助力企业抵御行业整体下行压力。 加拿大皇家资本市场分析师皮拉尔・达达尼亚表示，历峰季度营收增幅表现亮眼，自疫情以来，其核心珠宝业务业绩长期领跑行业。 全年财报数据显示，截至 3 月 31 日的完整财年，历峰净利润为 34.8 亿欧元，上年同期为 27.5 亿欧元；全年总营收从 214 亿欧元增至 224.2 亿欧元。 责任编辑：郭明煜

It quickly spread through the country and eventually expanded into more than 160 others, with Petrini as its president. He became friends with King Charles III and the late Pope Francis through his campaigning.