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LSF posts a Q1 profit as sales rise 20%, with wholesale growth and acquisitions driving its expanded superfood platform.

Jordan Pickford speaks to Wayne Rooney about Everton, England at the World Cup and becoming number one.

JPMorgan just raised its price target on Hewlett Packard Enterprise (NYSE:HPE) to $37 from $27, maintaining an Overweight rating. The firm tied the call to a reversal of memory-related concerns that has powered the recent rally in the IT hardware group. For prudent investors, the price target raise signals that Wall Street sees more room ... JPMorgan Just Hiked Hewlett Packard Enterprise Price Target to $37: Memory Reversal Powers IT Hardware Rally

Manchester City defender led Crystal Palace to Wembley triumph last season and is back to take on Chelsea Marc Guéhi’s whirlwind 12 months in the FA Cup: captaining Crystal Palace to glory at Wembley last season, experiencing the competition’s greatest shock via the holders’ third-round elimination at sixth-tier Macclesfield and, on Saturday, aiming to claim the trophy again when Manchester City face Chelsea. In a story-rich competition the defender’s is one of the more intriguing, particularly as Palace’s triumph was their first trophy and City, who he joined nine days after the Macclesfield reverse, were their scalps in the final, beaten 1-0 by Eberechi Eze’s 16th-minute strike. Continue reading...

In this week’s newsletter: Sometimes they were enough to send our music critics and readers straight back out the door again – but mostly just noisy enough to make their clothes shake Bowel-shuddering basslines. Drum fills that bounce off the walls like gunfire. Guitars resembling a pneumatic drill drilling into another pneumatic drill. A truly loud gig stays with you, figuratively and literally, as anyone who has spent the days after one accompanied by a troubling ringing in their ears can confirm. Last week, prompted, strangely enough, by an old Alistair Cooke column suggesting that Janis Joplin’s group Big Brother and the Holding Company was noisy enough to cause permanent hearing damage in guinea pigs, we asked Guide readers to share their own loudest gig experiences. We had a huge response, with tons of you sharing memories of eardrum-piercing encounters with all manner of bands and artists, across genres and decades. So we thought we’d devote this week’s newsletter to your stories of extreme noise terror, along with a few from the Guardian’s music critics, who are often on the frontlines when it comes to aural assault. Continue reading...

印度中央间接税和海关委员会（ICBITC）修订黄金、白银、棕榈油、大豆油的关税。 其中，任何形态的黄金关税计价目前为1,508美元/10克， 任何形态的白银关税计价目前为2,810美元/千克， 棕榈油原油关税计价目前为1,205美元/公吨， 大豆油原油关税计价目前为1,256美元/公吨。 注：在中东战争仍未停歇之际，印度近日进一步收紧黄金进口规定，总理莫迪加大力度捍卫卢比汇率。一份政府通知称，单笔不超过100公斤的黄金进口需要事先获得政府许可，后续进口只有在完成50%出口后才会获批。新德里正在考虑多项紧急措施以巩固外汇储备并限制中东战争带来的冲击。

RDDT vs. AMZN: Which Digital Advertising Stock Is a Better Buy? Zacks Investment Research

核心要点 美国顶尖经济学家周五发布调研结果显示，近期通胀飙升态势在未来数月大概率进一步加剧。 费城联储专业预测人士调查显示，消费者物价通胀率预计升至 6%，而上一轮调查预测值仅为 2.7%。 此前多项通胀数据出炉，4 月美国居民消费端与大宗商品批发端物价均创下多年新高。 2026 年 5 月 14 日，加利福尼亚州伯班克市一家生鲜市场内摆放着各类牛肉食材。 美国劳工统计局数据显示，4 月美国食品杂货价格环比上涨 0.7%，创下近四年最大单月涨幅，同比涨幅达 2.9%。受伊朗局势冲突影响，燃油与物流运输成本走高，带动肉类及各类民生日用品价格全面上涨。 美国权威经济学家群体周五发布调研预警，本轮通胀上行压力未来数月或将持续加大。 由费城联邦储备银行每季度开展的 专业预测人士调查 显示，一季度居民消费价格通胀率预计冲高至 6%。 三个月前的上一轮预测中，专家组仅预计居民消费价格指数涨幅为 2.7%。彼时美以尚未对伊朗采取军事行动，而后续地缘冲突直接推高能源价格，使得通胀水平大幅突破美联储设定的 2% 政策目标。 专家组全年预测数据显示： 美国整体居民消费价格指数全年涨幅预计为 3.5%；剔除波动较大的食品与能源价格后， 核心通胀率 预计为 2.9%，两项数值均高于上一轮调查预估的 2.6%。 高通 胀态势预计延续至三季度，届时整体 CPI 通胀率预计为 3%，核心通胀率 2.9%；年底通胀压力逐步缓和，四季度整体通胀降至 2.5%，核心通胀为 2.7%。 业内普遍认为，美联储短期内难以实现通胀调控目标。调研预判未来十年美国年均通胀均值为 2.4%，换算为美联储最为看重的 个人消费支出物价指数（PCE） 口径，对应数值约为 2.22%，依旧高于政策 理想 区间。 个人消费支出物价指数通胀涨幅整体低于劳工统计局统计的居民消费价格指数，但同样长期处于美联储可承受范围之上。 调研预测二季度整体 PCE 通胀率达 4.5%，核心 PCE 通胀率 3.4%，远高于此前 2.7% 的预期值。 近期密集出炉的通胀数据印证物价上行压力：4 月美国整体 CPI 同比涨幅达 3.8%，创近三年新高；生产者物价指数同比涨幅触及 6%，创下 2022 年 12 月以来峰值。 当下正值凯文・沃什即将接任美联储主席之际。尽管沃什释放出降息倾向，但居高不下的通胀数据令降息落地难度大增。美联储其他政策制定...

天水圍有電單車失控撞向中型貨車，女司機昏迷送院。 涉事的電單車被拖走，地面有俗稱「P牌」的暫准駕駛執照，相信屬於電單車司機。 現場是天水圍天影路天橋，往流浮山方向、近屏廈路，警方近晚上8時半接報，一名30歲的女電單車司機，懷疑收掣不及，撞向因故障而停下的貨櫃車，女司機被困、頭部受傷，昏迷送往屯門醫院治理。

Tesla, Inc. stock (US88160R1014): legal pressure, capex shock and a sharp daily drop unsettle invest AD HOC NEWS

US President Donald Trump said China is willing to support negotiations with Iran as Washington pushes for a diplomatic solution to reopen the Strait of Hormuz. As he was leaving Beijing, the US president told reporters on Air Force One that he and Chinese counterpart Xi Jinping discussed a range of issues including Taiwan and a planned $14 billion US arms deal to the island, as well as the 11-week war in Iran. While Xi declared the two-day visit a “historic” landmark in US-China relations, traders sent oil prices higher and stocks lower because of the absence any clear outcome on major issues . Trump said both he and Xi want the fighting to end and for Tehran not to have a nuclear weapon. He also indicated that talks about the Islamic Republic’s highly enriched uranium are now on the back-burner . One main focus of the summit appears to have been Hormuz — the key passage for global energy flows that’s enabled China to become Iran’s largest oil client and a key diplomatic partner. The big unanswered question remains the same: when can normal commerce resume through the vital waterway? — Caroline Alexander What You Need to Know Today The United Arab Emirates is said to have tried to persuade neighboring states including Saudi Arabia and Qatar to join a coordinated military response against Iran and was left frustrated when they refused . UAE President Sheikh Mohammed bin Zayed held a series of calls with fellow leaders shortly after the US and Israel began bombing the Islamic Republic on Feb. 28 While MBZ, as the UAE president is known, opted to work with Trump’s administration and the Israelis, his Gulf Arab counterparts told him this wasn’t their war. An already fractious relationship between the UAE and Saudi Arabia worsened as a result. Separately, the UAE will double its capacity to export crude oil by building a pipeline to bypass the Strait of Hormuz. The UAE and Saudi Arabia are the only major Gulf producers able to get significant quantities of crude to mark...

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ChatGPT will even know how much credit card debt you have. | Image: OpenAI Your trust in AI is about to be put to the test: OpenAI will soon let you give the chatbot direct access to your bank accounts. The new feature announced in preview today will allow users to "securely connect" ChatGPT with Plaid - the bank-to-app bridging platform used by 12,000 financial institutions, including Schwab, Fidelity, Chase, Capital One, and more. "More than 200 million people are already going to ChatGPT every month with finance questions - from budgeting to tips on how to cut back on spending," OpenAI said in its announcement. "Now, users can securely connect their financial accounts with Plaid to get the full view of their fi … Read the full story at The Verge.

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行业发展概况 在上一级【化妆品】类目中，【眼部】销售额排名第3，销售量排名第2，销量环比增长排名第3。 本月行业销售额为268,039,154，环比增长42.7%，销售额增长主要由销量驱动。 行业发展概况（店铺） 本月行业内有46.7%的店铺销售额上升，49.3%的店铺销售额下滑；47.3%的店铺销量上升，48.7%的店铺销量下滑； 26.8%的店铺平均价格上升，25.0%的店铺平均价格下滑； 在销售额上升的店铺中，56.9%的店铺增幅在[＞40%]； 在销售额下滑的店铺中，54.3%的店铺跌幅在(-40%,-20%]；

行业发展概况 在上一级【母婴用品>哺育必备品】类目中，【奶嘴】销售额排名第5，销售量排名第4，销量环比增长排名第3。 本月行业销售额为4,860,301,278，环比增长4.7%，销售额增长主要由价格驱动。 行业发展概况（店铺） 本月行业内有45.5%的店铺销售额上升，53.9%的店铺销售额下滑；46.1%的店铺销量上升，53.4%的店铺销量下滑； 41.4%的店铺平均价格上升，25.7%的店铺平均价格下滑； 在销售额上升的店铺中，42.5%的店铺增幅在[＞40%]； 在销售额下滑的店铺中，51.5%的店铺跌幅在(-40%,-20%]；

个护行业销售规模波动上行，大促节点拉动作用突出 个护行业淘系平台销售额呈现明显的波动上行特征，显示出较强的市场韧性。每年9月至10月销售额显著冲高，说明大促节点对行业拉动作用突出。进入2026年后，，行业已从高速扩张逐步转向稳健增长，未来增长动力更多来自品质升级、细分需求释放和产品结构优化。 个护行业六大品类协同发展，头发洗护构成最大主体 近12个月个护行业六大品类中头发清洁以30.8%份额领跑，头发护理以14.3%紧随，两者合计构成45.1%的最大主体板块。头皮护理同比+27.1%增速领跑全行业，头发护理+13.4%、头发清洁+7.0%形成升级化阵列；口腔护理、身体护理与身体清洁三大基础品类规模稳健、份额均衡，市场结构整体呈现「头发洗护主导+多品类协同」的健康格局。

2026年一季度,中国GDP同比增长5.0%,农业生产、工业生产及服务业增长较好。在地缘政治形势复杂多变、国际金融市场波动加剧的背景下,我国通过实施更加积极有为的宏观政策,持续扩大内需、优化供给,生产供给增长加快,市场需求继续改善,国民经济实现良好开局,高质量发展向新向好。在此背景下,42家A股上市银行2026年一季度净利润较2025年同期有所回升。 净利润同比由降转增 2026年一季度42家A股上市银行净利润同比增长3.16%,整体呈现回升态势。 大型银行净利润同比增长3.83%,较上年同期由降转增,上升5.73个百分点,6家银行均实现同比正增长。全国性股份制银行净利润同比下降0.20%,降幅较上年同期收窄1.78个百分点,有4家银行下降,5家银行上升。城商行净利润同比增长7.58%,增速较上年同期提升2.23个百分点,有16家城商行实现净利润正增长,1家下降。农商行净利润同比增长3.82%,增速较上年同期回落0.39个百分点,9家农商行的净利润实现正增长,1家与上年同期持平。

行业发展概况 在上一级【厨房家电】类目中，【多功能锅】销售额排名第13，销售量排名第4，销量环比增长排名第12。 本月行业销售额为169,406,041，环比增长4.4%，销售额增长主要由销量驱动。 行业发展概况（店铺） 本月行业内有39.2%的店铺销售额上升，55.8%的店铺销售额下滑；39.2%的店铺销量上升，55.5%的店铺销量下滑； 27.5%的店铺平均价格上升，23.8%的店铺平均价格下滑； 在销售额上升的店铺中，46.2%的店铺增幅在(0,20%]； 在销售额下滑的店铺中，45.9%的店铺跌幅在(-20%,0]；

摘要 新能源板块光伏下滑收窄，风电发展稳健。25年新能源板块收入16239亿元，同减1%，归母净利润7.6亿元，同减90%；25Q4收入4517亿元，同减1%，环增9%，归母净利润-234.4亿元，同减6%，环减298%；26Q1收入3434亿元，同增4%，环减24%，归母净利润45亿元，同减16%，环增119%。其中光伏板块2025年收入8850亿元，同减12%，归母净利润-326亿元，同减53%。25Q4光伏板块收入2210亿元，同减12%，环减5%，归母净利润-283亿元，同减13%，环减1097%。26Q1光伏板块收入1829亿元，同减6%，环减17%，归母净利润-52亿元，同减45%，环增82%。风电板块2025年营收4398亿元，同增24%，归母净利润179亿元，同增17%；25Q4营收1395亿元，同增17%，环增23%，归母净利润24亿元，同增1%，环减53%；26Q1营收970亿元，同增31%，环减30%，归母净利润54亿元，同增31%，环增130%。 26Q1主链减值减少环比改善，辅材业绩持续承压。26Q1归母净利润环比增速看：金刚线(1329%)>组件(101%)>硅料(100%)>硅片(100%)>电池(95%)>其他辅材(44%)>银浆(6%)>玻璃(-96%)>胶膜(-100%)>逆变器(-100%)>设备(-107%)>EPC(-109%)>支架(-151%)>石英坩埚(-187%)；归母净利同比增速看：金刚线(422%)>银浆(142%)>组件(26%)>胶膜(1%)>电池(-5%)>硅料(-10%)>硅片(-20%)>逆变器(-23%)>石英坩埚(-47%)>设备(-65%)>EPC(-73%)>其他辅材(-102%)>支架(-102%)>玻璃(-470%)。 反内卷价格短期抬升，26Q1供过于求再度探底。硅料25H2行业反内卷推进，硅料价格逐步上行、盈利有所修复；反垄断审查下硅料竞争加剧，盈利再度触底，静待行业出清。硅片产能过剩盈利收缩至底部；25H2反内卷呈现价格成本扰动，26年价格盈利再度探底，短期盈利承压、持续磨底。 电池片整体产能供过于求，BC新技术逐步起量；预计2026年随行业低效产能逐步退出+技改升级，盈利有望逐步修复。组件当前价格盈利承压，二三线厂商触达现金成本；26Q1出口退税海外抢出口。预计26H2行业逐步呈现出...

综述：构建高质量发展方程式 2025年，上市银行持续在复杂多变的经营环境下顶压前行。国际上，地缘政治冲突频发，贸易壁垒增多，产业链供应链加速重构，大宗商品价格和金融市场波动加大，主要经济体复苏步伐分化。中国经济运行总体平稳，“十四五”规划圆满收官，国内生产总值（GDP）同比增长5%，与此同时，经济转型期间深层次结构性矛盾问题持续显现，房地产市场仍在调整，消费、投资增长动力不足，对外贸易明显承压。 面对挑战，上市银行稳中求进，2025年度实现营业收入5.94万亿元，同比增长1.34%；净利润2.25万亿元，同比增长1.53%；2025年末总资产达344.20万亿元，较上年末增长9.44%。 从过去三年来看，上市银行的净利润增速保持在2%左右的水平，进入到“低增速、高质量”的发展新阶段。上市银行面对环境、市场、科技等“变量”的变化，锚定自身禀赋、客户基础、风险防控等发展“常量”，构建高质量发展“方程式”，以自身高质量发展的确定性应对经营环境的不确定性，锻造穿越周期的发展韧性。

存贷款增速差继续扩大，债市内生流动性偏充裕。油价冲击尚未体现对债市的单向影响。 4月金融数据延续了存款增长较快、贷款增长较慢、M2增长较快、社融增长较慢的特征。我们在前期报告《冲突“冻结”与国内债市》(20260426)中提到的，企业存款增长较快、住户贷款同比下降现象，继续支持银行体系的内生流动性状况。目前来看，油价冲击尚未对国内债市产生明显的单向影响。 截至4月底，我国金融机构人民币存款同比增长约8.9%，增速高于前月人民币贷款同比增长约5.6%，增速低于前月，存贷款增速的差异较前月及去年底都有所扩大。分企业和住户部门来看，企业存款增速依然保持在较高水平，住户存款增长放慢。 受存贷款增速变动影响，M2和社融增速的差异也有所扩大。在三大部门社融存量中，政府债券同比增速回落至15.6%，放缓趋势有所收敛；住户贷款同比降幅扩大至0.7%；企事业融资同比增速基本稳定。 存款增长较快、贷款增长较慢，银行体系内生的流动性状况较为充裕，输入型通胀对国内债市的潜在利空不易显现。 从输入型通胀的传导来看，截至4月我国CPI指数基本延续了去年年底以来的平缓回升态势，但尚未包含生产资料价格在3、4月脉冲式上升的影响。 如果上下游价格保持这种上涨趋势的差异，可能对企业投资意愿有一定影响，从而继续支持银行体系的内生流动性状况。 向后看，我们认为如果美伊冲突保持僵持态势，债市应主要关注两方面风险：一是，如果以CPI为代表的下游价格开始明显反映输入型通胀的影响，导致市场对货币政策的期待下降；二是，如果随着我国调整原油进口结构，国内油价表现出相对国际油价的比较优势，则中国出口产品的比较优势会进一步增强，可能通过利好实体经济增长来影响债市。 如果美伊冲突出现局势失控，比如海湾地区的油气产能受到短期不可逆的严重破坏，虽然风险偏好下降可能给债市带来短期利好，但我们认为此种情况下，债市应该更关注油价进一步上涨带来的通胀压力。 风险提示：国内外实体经济出现超预期变化；国内政策超预期收紧；国际地缘政治紧张局势升级等。

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投资要点： 2025年电力行业利润总额创历史新高，但板块内表现分化，在入市与供给宽松影响下，新能源与核电的电价持续下滑，业绩承压。预计2026年为电力市场“试错”与“过渡”年份，期待供需边际改善以及市场愈加成熟下，各电源获取其应有回报率，并在经济发展下享受成长。 火电：利润新高后等待供需驱动EPS与PE共同修复 2025年归母净利润创历史新高，2026年一季度平稳开局。以华能国际为例，2025年实现归母净利润144亿元，同比增长42%，创历史新高，同年ROE（加权）达到19.04%，仅次于2015年（19.29%），煤电度电税前利润达到3.9分/千瓦时。分区域利润表现存在差异，核心在于1）火电纯度，即弹性差异；2）区域电价降幅不一。而在较低的年度签约电价下，预期2026年面临挑战，2026Q1利润平稳落地主要系一季度煤价尚处于低位。 展望后市，预期在供需改善背景下，火电电价回归合理水平。二季度火电运营商或在煤价上涨与用电淡季下业绩承压，但三季度或在用电旺季期频繁反映其涨价诉求，看好年底火电电价谈判，火电运营商有望在电价修复周期、供需改善周期内，迎来EPS与PE共同改善。 水电：业绩稳健符合预期关注市场风格与短期来水 2025年及2026Q1业绩稳健符合预期，2026年汛期南方降水或增多。从利润结果看，2025年主流水电运营商利润全面增长，符合市场预期，发电量增长与降本增效抵御电价下滑。以长江电力为例，2025年实现归母净利润345亿元，同比增长6.2%，同期长江电力水电发电量3072亿千瓦时，同比增加3.8%（营收增幅2.1%，低于电量增幅）。2026年一季度水电运营商整体利润较优（仍然符合市场预期），主要系电量较优，另外持续性的降费（尤其是财务费用，其次为折旧费用）为水电运营商利润中枢的上移提供支撑。 仅从来水分析，预计长江流域主汛期（6-8月）降水总体偏少；“厄尔尼诺”年份南方地区降水或显著增多。我们预计“四大水电”股价走势仍然与市场风格紧密相关，长期看好；区域小水电需观测来水。 绿电：多因素下业绩承压期待绿电走出“至暗时刻” 2025年绿电公司业绩出现分化，部分“小而美”/地方性公司业绩同比增长，其余大部分全国性上市平台业绩同比下降。主要原因包括：1）电价下降明显，绿电公司平均电价降幅为5分钱；2）新能源装机速度过快导致限电率提升；3）部分新能源项目盈利能力下...

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Getty Images The AI-trade is not letting up, and the semis and chip names continue to reap the benefits of the ongoing sentiment. Marvell Technology, Inc. ( MRVL ) is yet another name that is sitting at its highs following a furious rally over the past month. With results on deck for later this month, I’ll be tuning in to assess whether the performance and outlook ahead support what some would say is the mania in the stock performance. Over the last month, for example, shares have gained over 30%, bringing MRVL’s YTD gains to about 115%. Seeking Alpha - 1-MTH Share Price Performance Of MRVL Stock This mirrors the performance elsewhere in the sector . In fairness, soaring profits and real demand tailwinds do perhaps justify the bullish sentiment. Seeking Alpha - 1-MTH Share Price Performance Of MRVL Compared To Peers Among the analyst communities , most would say that further gains are ahead, with both the Seeking Alpha (“SA”) and Wall Street analyst communities rating shares as a "Buy" or, in the case of the latter group, a "Strong Buy." Seeking Alpha - Ratings Summary Of MRVL Stock It’s worth a mention, however, that current consensus sees shares fairly valued at around the $140/share mark, which would imply about 25% downside from current trading levels. I believe Q1 results will be the ultimate judge of that. Seeking Alpha - Average Price Target Of MRVL Stock From my perspective, given the strong performance seen elsewhere in the sector, I believe there is cause for maintaining a bullish posture ahead of the release. Though, with shares trading at their highs at a forward of about 50x, I believe a Hold position is the safest bet for a stock that has little margin of error from a performance standpoint. What Is The Outlook For MRVL Stock? In my view, the outlook for MRVL is very positive. For one, MRVL exited FY ‘26 with record results and is guiding to another step-function higher in FY ‘27, with Q1 revenue expected to climb 8% sequentially to roughly +$2.4B. Fur...

Palantir Technologies (NASDAQ:PLTR) has been one of the most polarizing names in the AI trade, and that tension is showing up clearly in the price action. After a euphoric run, the stock has cooled hard in 2026, and our proprietary model now sees a measured recovery rather than a moonshot. Our 24/7 Wall St. Price ... This Will Be Palantir Technologies Stock Price in 2030

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The MP for Ealing North has not run a major department before, but has a reputation as one of the few politicians ‘nobody hates’ UK politics live – latest updates The softly spoken former Treasury minister who has replaced Wes Streeting has spent most of his parliamentary career toeing the party line, staying out of the headlines and quietly burnishing his credentials as a reliable cabinet colleague. At the age of 42, James Murray, the Labour and Co-operative MP for Ealing North, now has one of the biggest jobs in government. The new health secretary is one of the least divisive figures in government, and arguably one of the least publicly tested. Continue reading...