What's going on with Taiwan Semiconductor stock Thursday? MSN

Bruce Bennett/Getty Images News Allstate ( ALL ) estimated April catastrophe losses at $870M, or $687M after-tax, down from $925M, or $731M after-tax, in March. April catastrophe losses originated from 10 wind and hail events, with ~70% of the losses related to two events. Protection policies in force rose 0.2% month-over-month and 2.3% year-over-year to 38,667 as of April 30. As of April-end, Auto segment recorded 25,805 protection policies in force; Homeowners 7,764 PIF; Other personal lines 4,919; and Commercial lines 179 policies in force. More on Allstate Allstate: Market Fears Of An Auto Crash Are Unfounded Allstate: The Turnaround Is Real, But The Story May Not Be Fully Priced In Know When To Hold 'Em And When To Fold 'Em Allstate outlines $4B repurchase authorization as Q1 revenue reaches $16.9B Allstate Q1 earnings top consensus; revenue misses as combined ratio improves

Ralph Lauren press release ( RL ): Q4 Non-GAAP EPS of $2.80 beats by $0.26 . Revenue of $1.98B (+16.5% Y/Y) beats by $130M . Global Direct-to-Consumer Comparable Store Sales Increased 17% in the Fourth Quarter and 13% for the Full Year, Including Positive Retail Comps Across Regions and Channels and Mid-Teens Growth in Average Unit Retail ("AUR") Supported by Strong Full-Price Selling Trends For Fiscal 2027, the Company expects constant currency revenues to increase approximately mid-single digits to last year on a 52-week comparable basis, centered around 4% to 5%. The Company expects operating margin for Fiscal 2027 to expand approximately 40 to 60 basis points in constant currency, driven by modest gross margin expansion and operating expense leverage. Gross and operating margin expansion are expected to be stronger in the first half of the fiscal year, largely due to the timing of key marketing activations compared to the prior year period and a lower prevailing tariff rate of 10% during the period. Based on current exchange rates, foreign currency is expected to have a roughly neutral impact on revenue, gross and operating margin in Fiscal 2027. More on Ralph Lauren Ralph Lauren: Coveted Brand With Strong Outlook, Shares Fairly Valued Ralph Lauren: Great Improvements, Great Metrics And A Long Growth Runway Ahead Apparel, footwear, and luxury stocks see a relief rally after the U.S.-Iran ceasefire Good time to buy Ralph Lauren with more good news to come—Citi Research Seeking Alpha’s Quant Rating on Ralph Lauren

财联社5月21日讯（编辑 夏军雄） 在最新举行的欧洲公用事业大会上，高盛表示，欧美正面临日益严重的“电力基础设施赤字（Electricity Infrastructure Deficit）”，而在人工智能（AI）、数据中心扩张以及能源安全需求的推动下，欧洲有望进入“超级电气化”时代。 欧美电力行业正出现“基础设施赤字” 报告指出，当前欧美电力系统正遭遇越来越明显的供需错配。 一方面，电力需求开始重新加速增长；另一方面，发电、电网、输电和储能等基础设施建设却受到审批缓慢、供应链瓶颈以及投资不足等问题制约。 这种情况正在整个电力产业链形成“基础设施赤字”。 高盛认为，这种结构性短缺将深刻改变公用事业行业过去十余年的运行逻辑。 过去多年，欧美电力行业长期面临需求停滞、供给过剩以及盈利能力受限的问题。但如今，随着供给增长无法跟上需求扩张，行业定价能力可能明显改善。 高盛预计，这一趋势将促使可再生能源回报率提升，储能项目盈利改善，电网资本开支长期扩张，电力企业进入更长周期的有机增长阶段。 能源安全正推动欧洲全面电气化 高盛指出，在不到五年时间里经历第二次能源危机后， “能源安全”已经成为欧洲能源政策最核心的目标之一 。而实现能源安全的关键路径，就是“全面电气化”。 报告称，未来几年欧洲电力需求增长将主要来自三个方向：建筑领域的热泵、交通领域的电动汽车以及工业领域的电锅炉与工业电气化。 据高盛测算， 2024年至2025年期间，欧洲电力需求年增速可能达到1.5%-2% 。 这意味着，长期停滞的欧洲电力需求，正在重新进入增长周期。 AI和数据中心将驱动电力需求增长 随着AI快速普及，数据中心扩建潮正在成为未来十年最重要的新增电力需求来源之一。 报告显示， 到2031年，欧洲数据中心容量预计将实现近三倍增长，达到约35GW 。 若欧洲最终向美国看齐， 到2035年至2040年，欧洲数据中心装机规模甚至可能达到60GW至75GW 。 高盛表示， 到本世纪30年代后期，仅数据中心一项，就可能推动欧洲电力需求每年增长1.5%-2% 。 这意味着，AI并非短期主题，而是会在未来十年以上持续推高全球电力消耗。 欧洲或进入“超级电气化”时代 基于上述趋势，高盛提出了一个更激进的情景预测——“超级电气化（Hyper-Electrification）”。 在这一情景下，能源安全推动工业电气化，AI...

财联社5月21日讯（编辑 牛占林） 据媒体报道，美国商务部周四表示，将向9家量子计算公司提供总额20亿美元的拨款，相关交易包含美国政府获取股权的条款。 受此消息刺激，相关上市公司股价在周四盘前交易中大幅上涨，其中IBM和GlobalFoundries均上涨约7%，Rigetti Computing涨超15%，D-Wave Quantum涨超17%，IONQ涨超8%。 此举加快了特朗普政府扶持这一新兴产业的计划。近几个月来，量子计算领域已吸引大量投资者和企业资金涌入。 根据安排，美国政府将从这笔资金中拨出10亿美元给予IBM。作为量子计算竞赛中的领先企业，IBM正致力于研发利用量子力学原理的新型计算机，其运算速度在某些复杂问题上远超传统超级计算机。业内认为，量子计算若与人工智能(AI)技术结合，可能大幅提升科研效率，因此已被特朗普政府视为经济与国家安全层面的战略重点。 IBM及其他企业目前正研发专用于量子计算的特殊芯片，这也是美国政府推动本土供应链建设的重要方向。此外，芯片制造商GlobalFoundries将获得3.75亿美元资助，其余多数企业预计获得1亿美元资金，初创公司Diraq的资助金额为3800万美元。 一批采用不同技术路径的量子公司也将获得拨款，包括上市公司D-Wave Quantum、Rigetti Computing以及Infleqtion等。 值得注意的是，在上述报道发布后不久，IBM确认，公司将与美国政府合作建设美国首座“专用量子晶圆代工厂”，并由拟议中的10亿美元政府补助提供支持。 此次量子计算项目资助资金来源于2022年出台的《芯片与科学法案》，该法案包含针对早期技术项目的专项资金。美国商务部长卢特尼克此前已要求半导体企业增加在美国国内的投资，并获取了英特尔近10%的股权。自该交易公布以来，英特尔股价大幅上涨。 根据安排，美国政府将持有每家量子计算公司的少量股权。这也延续了特朗普政府近期一系列“政府入股”模式的产业扶持案例，包括稀土磁体制造商Vulcan Elements以及矿业公司MP Materials。不过，美国商务部并未披露具体持股比例及交易结构。 “特朗普政府正在引领世界迈入美国创新的新纪元，”卢特尼克在声明中表示。 知情人士透露，特朗普政府目前还在推进一项针对量子计算行业的行政命令。与此同时，包括微软和Alphabet旗下谷歌在内的...

Global Retirement Partners LLC increased its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 17.4% in the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 78,857 shares of the enterprise software provider's stock after buying an additional 11,707 shares during the quarter. Global Retirement Partners LLC's holdings in Oracle were worth $15,370,000 at the end of the most recent reporting period. Several other large investors also recently bought and sold shares of ORCL. Brighton Jones LLC grew its stake in shares of Oracle by 189.3% during the 4th quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider's stock valued at $25,593,000 after purchasing an additional 100,494 shares during the period. Revolve Wealth Partners LLC grew its stake in shares of Oracle by 8.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider's stock valued at $903,000 after purchasing an additional 404 shares during the period. Sivia Capital Partners LLC grew its stake in shares of Oracle by 21.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider's stock valued at $951,000 after purchasing an additional 768 shares during the period. United Bank grew its stake in shares of Oracle by 6.8% during the 2nd quarter. United Bank now owns 15,038 shares of the enterprise software provider's stock valued at $3,288,000 after purchasing an additional 963 shares during the period. Finally, Schnieders Capital Management LLC. grew its stake in shares of Oracle by 19.2% during the 2nd quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider's stock valued at $11,556,000 after purchasing an additional 8,530 shares during the period. 42.44% of the stock is currently owned by institutional investors. Get Oracle alerts: Sign Up Insider Buying and Selling at Oracle...

Global Retirement Partners LLC boosted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 40.6% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 74,855 shares of the semiconductor company's stock after acquiring an additional 21,618 shares during the period. Global Retirement Partners LLC's holdings in Taiwan Semiconductor Manufacturing were worth $22,748,000 as of its most recent SEC filing. Several other institutional investors and hedge funds also recently added to or reduced their stakes in TSM. SurgoCap Partners LP acquired a new position in Taiwan Semiconductor Manufacturing during the 3rd quarter worth approximately $360,443,000. Thrivent Financial for Lutherans grew its holdings in Taiwan Semiconductor Manufacturing by 3,164.9% during the 3rd quarter. Thrivent Financial for Lutherans now owns 1,192,927 shares of the semiconductor company's stock worth $333,172,000 after acquiring an additional 1,156,389 shares in the last quarter. Danica Pension Livsforsikringsaktieselskab acquired a new position in Taiwan Semiconductor Manufacturing during the 3rd quarter worth approximately $232,924,000. Man Group plc grew its holdings in Taiwan Semiconductor Manufacturing by 337.1% during the 2nd quarter. Man Group plc now owns 1,053,421 shares of the semiconductor company's stock worth $238,589,000 after acquiring an additional 812,404 shares in the last quarter. Finally, Jennison Associates LLC grew its holdings in Taiwan Semiconductor Manufacturing by 6.4% during the 4th quarter. Jennison Associates LLC now owns 13,394,299 shares of the semiconductor company's stock worth $4,070,393,000 after acquiring an additional 802,757 shares in the last quarter. Institutional investors and hedge funds own 16.51% of the company's stock. Get TSM alerts: Sign Up Taiwan Semiconductor Manufacturing News Roundup Here are the key news stories impacting Ta...

The JPMorgan Chase investment banker accused of sexual assault in an explosive lawsuit that went viral countersued her accuser, saying his malicious lies destroyed her reputation and “wreaked havoc” on her life. In papers filed on Tuesday night in a New York state court in Manhattan, Lorna Hajdini said her former colleague Chirayu Rana fabricated allegations that she raped and drugged him, in order to attract maximum press coverage, cause her pain and extract millions of dollars from her and JPMorgan. “Unfortunately, it has succeeded despite its falsity,” the countersuit said. Hajdini has “been mocked, ridiculed, and harassed around the clock”, becoming the focus of jokes and memes of a “vile, degrading, and sexual nature – all a direct consequence of plaintiff’s lies”, according to the countersuit. “Plaintiff’s false, malicious, and bad faith statements have wreaked havoc on Ms Hajdini’s life,” it added. Hajdini is seeking unspecified damages from Rana for defamation, emotional distress and other claims. Rana’s lawyers did not immediately respond to requests for comment on Wednesday. Lawyers for Hajdini had no immediate additional comment. JPMorgan is also a defendant in Rana’s lawsuit. “We fully support Lorna and her right to defend herself and protect her reputation,” the New York-based bank said on Wednesday. “As we’ve said from the outset, we don’t believe the allegations against her or the firm have merit.“ In his 27 April complaint, Rana, a vice-president in leveraged finance, accused Hajdini of leveraging her seniority to coerce him into non-consensual sexual activity over several months. The complaint graphically described how Hajdini allegedly threatened Rana, who is of Asian descent, with racially derogatory language, saying she “owned” him and would sabotage his career if he didn’t fulfill her sexual demands. Rana sued under a pseudonym but has since been publicly identified. JPMorgan put him on administrative leave in June 2025, where he remained when h...

格隆汇5月21日｜克里姆林宫：俄罗斯总统普京将于周五与内阁举行会议，讨论改善商业环境。

Advanced Micro Devices Announces Production Ramp Of Next-Generation AMD EPYC Processor Venice On TSMC 2nm Process Technology marketscreener.com

Regulatory approval from Chinese authorities had been awaited for several years before it was finally granted. Credit: elmar gubisch / Shutterstock.com Tesla has launched its full self-driving system in China and extended its European footprint, adding Lithuania as the second country on the continent to receive the software. The China launch follows chief executive Elon Musk’s visit to Beijing last week, coinciding with a state trip by US President Donald Trump. Tesla confirmed via X that “FSD Supervised” is now active across ten territories, including the US, Canada, Mexico, Australia, New Zealand, South Korea and the Netherlands, in addition to the newly added markets. Regulatory approval from Chinese authorities had been awaited for several years before it was finally granted. In Europe, Lithuanian approval follows that of the Netherlands, where the Dutch vehicle authority RDW issued European type approval on a provisional basis last month after an evaluation process of more than 18 months. Testing covered both closed tracks and public road conditions before sign-off was granted. The Chinese market presents a significant challenge for Tesla. Tesla enters the Level 3 segment as domestic competitors across Asia and Europe – particularly in China – have already taken a lead in adapting their autonomous solutions for local road conditions and moving toward commercial-scale rollout. Its lag in activating Level 3 features, stricter regulatory scrutiny, and the effectiveness of local competitors’ real-world experience means it does not currently hold the same advantage in these markets as it does with Level 2 systems, explained GlobalData, Just Auto’s parent. Huawei Technologies Company announced last month that it plans to sharply increase its investment in smart-driving technologies – pledging more than 70bn yuan ($10bn) over the next five years to strengthen its position in China’s growing smart EV sector. Separately, Tesla this month committed $250m to its Berlin-Br...

Costco (NASDAQ: COST) and Sprouts Farmers Market (NASDAQ: SFM) both look vulnerable for very different reasons. Costco is firing on all cylinders yet trades at a valuation that leaves no room for slippage. Sprouts is hitting the wall on comps while still expanding aggressively. The question for short sellers is which crack widens first. One ... Costco or Sprouts: Which Is the Better Short Bet Right Now?

China has confirmed that its J-10CE fighter went undefeated against Eurofighter Typhoon jets during nine simulated air combat exercises in 2024. State broadcaster CCTV reported last week that the aircraft won all nine of its engagements in simulated combat against the multi-role fighter, without specifying the details of the exercise or which countries took part. However, Pakistani media reported that the mock battles took place during the “Zilzal-II” joint air exercise in Qatar in January 2024. During the drill, Pakistan’s J-10CE fighter jets defeated Eurofighter Typhoons belonging to Qatar’s air force. Advertisement According to Pakistani media, the J-10CE jets won all five of their close-range dogfights and claimed victory in four mock battles fought beyond visual range. Several media outlets in Gulf countries also reported results consistent with the data revealed by CCTV. The J-10 was originally developed by the Chengdu Aircraft Corporation in the 1980s as a single-engine, multi-role third-generation fighter.

Euroseas ( ESEA ) declares $0.80/share quarterly dividend , 6.7% increase from prior dividend of $0.75. Forward yield 4.49% Payable June 16; for shareholders of record June 9; ex-div June 9. See ESEA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Euroseas Euroseas: Stronger Coverage, Higher Rates, Same Deep Discount Euroseas: Still Deeply Undervalued Despite Cycle Concerns Euroseas Ltd. (ESEA) Q4 2025 Earnings Call Transcript Euroseas extends charter for EM Kea at higher rate Most and least shorted industrial stocks with up to $2B market cap

US equity futures were falling pre-bell Thursday despite upbeat fiscal Q1 financial results posted b Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.

格隆汇5月21日｜北京时间5月21日，中国领先的MRO采购服务平台震坤行(ZKH.US)发布2026年第一季度未经审计业绩。报告期内，公司GMV同比增长12.9%至24.5亿元，收入同比增长9.2%至21.1亿元；成交客户数同比增长11%至6.6万家。盈利端方面，经营亏损同比收窄72.2%至2,250万元，Non-GAAP EBITDA为424万元，经调整净利润为169万元，较去年同期大幅改善103%，公司在一季度实现经调整后盈利。 从经营亮点看，公司一季度全类客群均实现不同程度增长。震坤行平台中小客户GMV同比增长超过20%，央企客户GMV恢复双位数增长；电气制造、通讯电子、新能源、钢铁有色等行业大客户GMV均实现超过20%的同比增长。工邦邦平台GMV同比增长30.6%，继续服务次终端分销客户与小微企业。海外业务方面，一季度收入同比增长超过6倍，公司表示正同步推进“服务中国制造出海”与“美国本土业务布局”。供给侧，公司平台SKU数量由约2,300万个增至约2,700万个，继续聚焦FA工厂自动化、电气自动化、泵管阀、刀具等高专业度重点产线，并上线FA商城，覆盖零部件供给、智能选型、3D数模下载及技术支持等环节；自有品牌GMV同比增长超过20%，占总GMV约9.7%。履约端，公司仓库坪效同比提升36%，履约费用同比下降约17%。AI方面，公司继续推进工业用品场景下的AI应用，迭代自研MRO垂直大模型“行家玲珑”，并上线工业用品智能视觉搜索引擎“行家慧眼”。一季度，公司上线超过60个AI智能体与RPA机器人，月度释放人力超过2,000工时。 震坤行董事长兼CEO陈龙表示，一季度作为MRO行业传统淡季，公司仍实现GMV双位数增长与整体盈利，充分验证过去客户结构调整、运营效率提升等一系列战略举措成效显著，增强了公司实现全年GMV双位数增长和全年盈利目标的信心。

截至5月17日，超过260万家商户参与有奖发票试点活动，5.4亿人次上传发票抽奖，累计投入资金51亿元，参与活动发票金额达到了2163.3亿元。 为了刺激消费，中国在春节前夕，选择了北上广深等50个重要城市开展了为期半年的有奖发票试点，奖金总额100亿元。如今这一有奖试点时间过半，效果究竟如何？ 商务部副部长盛秋平近日在国新办发布会上给出了答案——截至5月17日，超过260万家商户参与有奖发票试点活动，5.4亿人次上传发票抽奖，累计投入资金51亿元，参与活动发票金额达到了2163.3亿元，有力促进销售增长，激发了消费活力。 根据上述数据，平均每1人次上传发票获得约9.4元奖金。这与一些参与有奖发票活动的老百姓感受相似。 家住武汉的李女士告诉第一财经，现在自己在外购物、吃饭金额超过100元都会主动向商家索要增值税发票参与抽奖，至今参与了27次，其中11次中奖，一共获得奖金130元，多数情况中奖金额是10元。中奖了很开心，这也会激励自己多买点东西来开票抽奖。 “从商户和居民的参与度来看，这次有奖发票试点取得不错的效果，有效带动了消费。截至目前参与活动发票金额达到了2163.3亿元，这对应的经济活动规模相当可观，虽然不完全都是增量消费，但从各地的历史数据对比来看，政策在拉动消费支出方面起到了明显的实质作用，尤其是对餐饮、零售等消费带动作用更为突出。”中南财经政法大学财政税务学院副院长田彬彬教授告诉第一财经。 有奖发票中奖率高，刺激消费 中国其实早在上世纪90年代左右就推出过有奖发票试点，此后更多的城市也相继开展过有奖发票试点，且主要集中在营业税（属于地方税种）发票。但这一时期地方自主开展有奖发票活动，核心目的在于借此激励消费者向商家主动索票，税务部门借此掌握企业收入信息，倒逼企业依法纳税。 不过随着2016年营业税全面改为增值税后，地方主体税种营业税退出历史舞台，地方推行有奖发票活动骤减。其中一个原因是，增值税收入属于中央与地方共享税种，收入央地五五分成，地方单独推行有奖发票动力有限，在地方财政收支矛盾较大的当下，一些地方也没有充足的资金保障。 去年底，财政部、商务部、税务总局发布《关于开展有奖发票试点工作的通知》，决定在全国支持50个左右城市开展有奖发票试点，通过提高消费者积极性，来激发零售、餐饮、住宿、文化艺术、娱乐、旅游、体育、居民服务业等8个领域消费潜力，为巩固拓...

一些商保业界人士呼吁，商保目录谈判需要将更多目光放在药品“适保性”上。 惠民保再次站在了发展的十字路口上。 时值年中，多地2026年版惠民保产品投保时间也已接近尾声，新一轮“国谈”商保创新药目录（下称“商保目录”）协商启动在即。回过头看今年的惠民保保费规模变化、创新药纳入和赔付数据时，业界人士喜忧参半——药企仍在进院和进商保目录中“死磕”，有的已看到营收增长，有的还被堵在门外；惠民保运营主体们既欣喜地看到保费分层之后，创新药赔付增长并未显著增加赔付压力，又因承接商保目录的一些“水土不服”而开启新一轮探索。 因此，一些商保业界人士呼吁，商保目录谈判需要将更多目光放在药品“适保性”上。 差异化定价盘活惠民保 用于治疗成人二型糖尿病的国产GLP-1药物依苏帕格鲁肽α是今年新晋的“国谈药”。经历国谈降价之后，该药于4月被官宣纳入了“齐鲁保”互联网门诊特定药品清单。 “这款药已经很便宜了，将它放在特药责任中，赔不了。但增加到门诊责任中，就很受欢迎。”一名接近“齐鲁保”运营主体的业界人士认为，商保参保人的多元保障需求，不仅是高价创新药，也包含低价创新药、门诊普药和原研药等，这就需要惠民保不断顺势创新。 不只这一案例，惠民保的保障责任正不断拓展，包括纳入更多商保创新药；改变传统惠民保只保住院的做法，纳入部分门诊责任；在高值新药外，增加对原研药和普药的保障；部分城市还放宽对特药目录内药品的报销适应证限制。 然而，一个新的问题随之产生：既要保创新药，还要保不在创新阶段，但消费者感知高、医疗需求高、可以满足人民对大病治疗需求的其他高值药械；此外还要考虑到普药和过了专利期的原研药的保障需求。那么，惠民保能否可持续？ 要想根本上解决这一问题，就要提升保费规模。因此，近几年来，越来越多的惠民保产品采取差异化定价策略，这一趋势在2026年的地方产品中体现得尤为明显。 在浙江省医疗保障研究会副会长王平洋看来，差异化定价给惠民保运营带来的益处是立竿见影的。 在近日举办的第二届“加强医保商保有效衔接，支持创新药械发展”会议上，王平洋以杭州西湖益联保为例称，“参保人数确实下降了”。理论上保费收入也会随之回落，但由于推出了升级版产品，升级版相较基础版的保费提高150元/人（年），为300元/人（年）。经过这几年的运营，选择升级版的参保人占比每年都在增长。所以，从整体保费规模来看，保费分层抵消了参保人数下...

今年这场“开门会”释放了非常清晰的信号：“新”不是进入医保的唯一通行证。 2026年国家医保目录调整工作方案（征求意见稿）已结束征求意见。国家医保局将于5月底正式发布工作方案，并随即启动企业申报。 每年“有进有出”的医保目录调整，既关乎广大患者的切身利益，也直接影响医药行业的健康发展。近年来，目录调整工作的一大特点，是逐步走向更加公开透明。 在以往发布药品目录调整工作方案、企业申报指南、常见问答手册、目录公布后进行直播解读等措施的基础上，近两年在申报启动之前，国家医保局都会专门举办解读活动，公开邀请业界报名参加。 在今年这场“开门会”上，国家医保局相关司局有关负责同志围绕工作方案、申报指南、信息系统、参照药预沟通以及真实世界医保综合价值评价等重点内容，向到场的130家药企进行了详细解读，并就重点内容做出了提示。 其中，医保如何支持创新，始终是企业最关心的议题。 此次解读活动向企业释放了非常清晰的信号：“新”不是进入医保的唯一通行证，临床价值、真实世界证据以及药品的经济性，同样是创新药能否准入的重要变量。那些敢于投入真创新、愿意积累真实世界证据的企业，将在这条赛道上更快地获得回报。 什么才是医保支持的“真创新” 2026年目录调整继续坚持“基本医保保基本”的定位。调整方案突出临床价值与患者获益，并建立商保创新药目录与医保目录的衔接机制，推动建设多层次医疗保障体系。 从工作方案可以看出，国家医保局支持创新的导向明确。在拓宽准入通道的同时，政策明确将资源向“真创新”倾斜。其核心标准在于：新药能否带来临床价值的提升，能否填补未被满足的临床需求，并且在疗效上优于现有的标准疗法。 2025年，我国1类新药获批数量达76个，远超美国的46个。在医保基金资源有限的背景下，如何精准支持真正具有临床价值的创新药，成为本次目录调整面临的重要议题之一。 针对部分企业认为“有新药、一类药、罕见病用药这样的标签就一定能进医保”这一误解，国家医保局医药服务司黄心宇在解读活动上建议“要理性看待创新，现在国内创新药获批数量大幅增长，但同质化竞争还比较严重，核心要看临床价值”。 “当前，同领域、同靶点的同质化竞争十分激烈。一些创新药瞄准了全新靶点，但其疗效提升尚难定论。一个新靶点，不能因为它‘别人没做过’，就理所当然地被认为是好靶点。”黄心宇说。 黄心宇还建议，药企应认识当前医保基金形势。医保基金收支...

Global Retirement Partners LLC increased its position in Micron Technology, Inc. (NASDAQ:MU - Free Report) by 60.1% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 30,383 shares of the semiconductor manufacturer's stock after acquiring an additional 11,411 shares during the quarter. Global Retirement Partners LLC's holdings in Micron Technology were worth $8,672,000 as of its most recent SEC filing. Several other institutional investors and hedge funds have also recently modified their holdings of MU. Twin Capital Management Inc. lifted its position in Micron Technology by 53.0% in the 4th quarter. Twin Capital Management Inc. now owns 15,213 shares of the semiconductor manufacturer's stock worth $4,342,000 after buying an additional 5,272 shares during the last quarter. Financial Synergies Wealth Advisors Inc. purchased a new stake in shares of Micron Technology during the fourth quarter valued at approximately $1,316,000. Mach 1 Financial Group LLC bought a new stake in shares of Micron Technology in the fourth quarter worth approximately $1,278,000. Callahan Advisors LLC purchased a new stake in shares of Micron Technology during the 4th quarter valued at about $274,000. Finally, Griffin Asset Management Inc. bought a new stake in Micron Technology during the 4th quarter worth approximately $340,000. Hedge funds and other institutional investors own 80.84% of the company's stock. Get Micron Technology alerts: Sign Up Insider Buying and Selling In other news, CEO Sanjay Mehrotra sold 40,000 shares of the business's stock in a transaction on Friday, May 1st. The shares were sold at an average price of $536.26, for a total value of $21,450,400.00. Following the completion of the sale, the chief executive officer directly owned 424,503 shares in the company, valued at approximately $227,643,978.78. The trade was a 8.61% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities ...

Global Retirement Partners LLC raised its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 47.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 55,573 shares of the semiconductor manufacturer's stock after purchasing an additional 17,904 shares during the quarter. Global Retirement Partners LLC's holdings in Advanced Micro Devices were worth $11,901,000 as of its most recent filing with the Securities & Exchange Commission. Other institutional investors and hedge funds have also recently modified their holdings of the company. Brighton Jones LLC grew its holdings in shares of Advanced Micro Devices by 178.2% in the fourth quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer's stock valued at $5,551,000 after acquiring an additional 29,438 shares in the last quarter. Revolve Wealth Partners LLC grew its holdings in shares of Advanced Micro Devices by 2.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer's stock valued at $1,001,000 after acquiring an additional 234 shares in the last quarter. Sivia Capital Partners LLC grew its holdings in shares of Advanced Micro Devices by 125.1% in the second quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer's stock valued at $758,000 after acquiring an additional 2,970 shares in the last quarter. United Bank grew its holdings in shares of Advanced Micro Devices by 22.0% in the second quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer's stock valued at $1,881,000 after acquiring an additional 2,392 shares in the last quarter. Finally, Schnieders Capital Management LLC. grew its holdings in shares of Advanced Micro Devices by 361.0% in the second quarter. Schnieders Capital Management LLC. now owns 9,230 shares of the semiconductor manufacturer's stock valued at $1,310,000...

Moment Makers Group/iStock via Getty Images Quarterly commentary • Financial assets experienced mixed returns in the first quarter. • The fund posted a negative total return but outperformed the benchmark. • Asset allocation and underlying manager performance each contributed positively. Market review and outlook The world financial markets, after performing well in the first two months of the year on continued optimism about trends in economic growth and interest rates, turned lower following the start of the conflict in the Middle East in Iran in early March. The ensuing spike in oil prices, together with concerns about possible shortages of other commodities caused by disrupted supply chains, dampened the growth outlook and led to a sharp rise in inflation expectations. The deteriorating inflation picture, in turn, dashed optimism that central banks could continue cutting rates. In combination, these developments led to a surge in global government bond yields that erased the positive total returns achieved in the first two months of the year. The conflict also fueled a sizable downturn in major global equity indexes in March, sending stocks into the red. With this said, the majority of the negative return for equities stemmed from weakness in the growth style in general, and mega-cap U. S. technology stocks in particular. Conversely, the value style, dividend payers, and more defensive companies generally produced positive returns, benefiting diversified investors. We're encouraged by the broadening of leadership away from the "Magnificent Seven" group of U. S. tech companies, as it provided a tailwind for our diversified positioning. Contributors and detractors Underlying manager performance was the primary contributor to relative performance in the quarter, highlighted by relative strength in international equities. The effect of allocation was roughly neutral. On the positive side, we benefited from having an overweight in U. S. mid-cap stocks and developed-m...