格隆汇5月8日｜胜科纳米公告称，持股5%以上股东深圳市高捷智慧股权投资基金合伙企业（有限合伙），于2026年4月29日至5月7日通过大宗交易方式减持公司无限售条件流通股3,718,500股，占公司总股本的0.92%。本次权益变动前，该股东持股23,884,070股，占比5.92%；变动后持股20,165,570股，占比5.00%。此外，该股东计划在未来3个月内，继续减持不超4,033,100股，即不超总股本的1.00%。

HSBC has reviewed lending policies after $400 million fraud provision, chairman says Reuters

Asia LNG slips on US–Iran deal hopes, weak northeast Asia demand Reuters

Earnings Call Insights: Amphastar Pharmaceuticals (AMPH) Q1 2026 Management view Dan Dischner (Senior Vice President of Human Resources & Corporate Communication) said Q1 reflected “a return to growth, driven primarily by contributions from recent product launches,” while the company is “actively managing near-term pricing and competitive pressures across certain legacy products.” Dischner highlighted branded demand trends, including: “BAQSIMI generated approximately $32 million in revenue this quarter,” while “U.S. sales unit volumes increasing approximately 8% year-over-year,” and Primatene MIST “generated approximately $30 million in revenue in the quarter,” with “store level sales increasing approximately 6.5% year-over-year.” Dischner said Amphastar “recently received FDA approval for AMP-007, our Ipratropium Bromide inhalation product and successfully launched the product in April,” adding: “our product is currently the first and only generic Ipratropium inhaled inhalation product on the market.” William Peters (CFO, Executive VP of Finance, Treasurer & Director) said revenue was $171.2 million and added: “In response to these pricing dynamics, we have taken additional steps to strengthen the durability of this business,” including “engaging a third party” around potential 340B duplicate discounts and that “we have implemented a 3% list price increase on BAQSIMI as of May 1.” Outlook Peters updated 2026 BAQSIMI expectations: “We now believe that BAQSIMI revenue growth will be flat to up low single-digit percentages compared to last year due to the previously mentioned pricing pressures.” Peters said broader growth assumptions were unchanged: “we are maintaining our overall corporate sales guidance of mid-single-digit to high single-digit unit growth,” and tied that to portfolio breadth and “ipratropium bromide inhalation, which we launched in April and currently does not face any generic competitors.” Compared with the prior quarter’s framing, management shift...

Earnings Call Insights: JFrog (FROG) Q1 2026 Management View "We entered 2026 strong. Our first quarter performance reflects both the clarity of our strategy and the discipline in execution," said CEO Shlomi Ben Haim (Co-Founder, CEO & Chairman of the Board), positioning JFrog Artifactory as "a system of record for trusted binaries, software packages and AI artifacts" amid broader AI adoption. "In the first quarter, JFrog delivered total revenue of $154 million, representing 26% year-over-year growth," said CEO Ben Haim, adding, "Cloud revenue grew 50% year-over-year," and linking growth to "increasing consumption of our cloud services" and "rising demand for our software supply chain security solutions." "The number of customers with annual spend exceeding $1 million grew to 80, up from 54 a year ago," said CEO Ben Haim, and "Customers spending more than $100,000 annually increased to 1,225 compared to 1,051 in the prior year." "Our first quarter cloud revenues grew to $78.9 million, up 50% year-over-year, now representing 51% of total revenues versus 43% in the prior year," said CFO Ed Grabscheid (Chief Financial Officer), calling it "a milestone for JFrog" that cloud revenue became the majority. "JFrog announced in late February, our first-ever share repurchase authorization of up to $300 million in ordinary shares," said CFO Grabscheid, citing "our strong balance sheet, consistent free cash flow generation and confidence in our strategy." Outlook "For Q2, we anticipate revenues to be in the range of $154 million and $156 million, with non-GAAP operating profit anticipated to be between $28 million and $30 million and non-GAAP earnings per diluted share of $0.23 to $0.25," said CFO Grabscheid. "For the full year of 2026, we anticipate a revenue range of $628 million to $632 million," CFO Grabscheid said, alongside "non-GAAP operating income ... between $112 million and $116 million" and "a non-GAAP diluted earnings per share of $0.93 to $0.97." Compared with the ...

Earnings Call Insights: BlackSky (BKSY) Q1 2026 Management View CEO Brian O’Toole said the quarter marked “a clear inflection point in our business as Gen-3 capabilities are now fully operational,” adding, “With up to $160 million in contract awards, we are rapidly growing backlog, accelerating revenues and on track to deliver strong earnings growth driven by demand for our Gen-3 solutions.” CEO O’Toole tied demand to longer-duration commitments, stating the company is “transitioning new and existing customers from early pilot programs into long-term 7 and 8-figure subscription contracts,” and said, “subscription-based contracts drive predictable revenue and strong visibility into future growth as these are highly sticky accounts with almost no churn.” CEO O’Toole emphasized Gen-3 service performance and scaling plans: “Gen-3 continues to exceed expectations, delivering exceptional 35-centimeter imaging performance,” and “we remain on track to meet our objectives of at least 8 Gen-3s on orbit this year.” CFO Henry Dubois reported, “Our first quarter revenue was $20.8 million,” and said the company is “increasing our revenue guidance for the year from our previous range of $120 million to $145 million to an updated range of $130 million to $150 million.” Outlook CFO Dubois raised 2026 guidance, stating revenue is now expected to be “between $130 million and $150 million” and adjusted EBITDA “between $12 million and $24 million,” while “reaffirming our capital expenditure guidance of $50 million and $60 million.” CFO Dubois described pacing and backlog-based visibility: “we do expect the second half of the year to be a much stronger than the first half,” and said backlog was “about $351 million as of March 31st,” adding that including “some of the large contracts that we signed in early April” would make it “about $380 million,” with “about $90 million” expected to be “already booked for 2026.” CEO O’Toole said the company’s EOCL assumptions remain conservative: “the ...

Earnings Call Insights: SIGA Technologies (SIGA) Q1 2026 Management view "SIGA's focus remains unchanged, partnering with governments around the globe to build and strengthen long-term preparedness strategies against potential biological threats, specifically smallpox," said CEO Diem Nguyen, adding, "We believe TPOXX is uniquely suited to meet the smallpox threat with a well-established safety profile and targeted mechanism of action that supports broad use in emergency situations" (CEO & Director Diem Nguyen). "The first quarter of 2026 reflected a variable rhythm inherent to our business," Nguyen said, and guided near-term deliveries: "The first quarter had minimal product deliveries, whereas in the second quarter, we expect to deliver approximately $13 million of oral TPOXX to an international customer as well as make additional IV TPOXX deliveries to SNS" (CEO & Director Nguyen). On U.S. contracting cadence, Nguyen said, "Although the pace of progress toward a new contract with the U.S. government has been slower than prior contract processes, we believe the $27 million in funding secured in 2025... as well as the 2025 IV TPOXX order are strong signals" (CEO & Director Nguyen). On international expansion, Nguyen announced, "We recently entered into an exclusive license and distribution agreement with Hikma MENA FZE that gives Hikma the right to register and commercialize TPOXX across the Middle East, North Africa, or MENA" (CEO & Director Nguyen). "Pretax operating loss for the quarter, which excludes interest income and taxes, was approximately $5 million, and net loss for this period was approximately $3 million," and "fully diluted loss per share... was $0.05," said CFO Daniel Luckshire (Executive VP, CFO & Secretary Daniel Luckshire). Outlook "We expect second quarter product revenues to reflect the delivery of approximately $13 million of oral TPOXX to an international customer as well as additional IV TPOXX deliveries to the SNS," Luckshire said (Executive...

Cresco Labs press release ( CRLBF ): Q1 net loss of $17 million. Revenue of $151.33M (-8.7% Y/Y) beats by $2.75M . More on Cresco Labs Cresco Labs Will Remain Undervalued Without Any New Synergies (Rating Downgrade) Cresco Labs Inc. 2025 Q4 - Results - Earnings Call Presentation Cresco Labs Inc. (CRLBF) Q4 2025 Earnings Call Transcript Why Trump didn't really 'legalize it' Cannabis MSOs to see increased investment, lower taxes from reclassification

胜科纳米公告，股东深圳市高捷智慧股权投资基金合伙企业（有限合伙）于2026年4月29日至2026年5月7日期间，通过大宗交易方式累计减持公司股份371.85万股，占公司总股本的0.92%。本次权益变动后，深圳高捷持有公司股份数量由2388.41万股减少至2016.56万股，持股比例由5.92%下降至5.00%，权益变动触及5%刻度。

Trade court overrules 10% global tariffs, three AI companies are listing next week, GameStop’s short interest could be about to spike, and more news to start your day.

Hellenic Telecommunications press release ( HLTOY ): Q1 adj. profit to owners of the parent of EUR 153.6M (-5.4% Y/Y). Revenues of EUR 859.4M (+4.9% Y/Y). More on Hellenic Telecommunications Hellenic Telecommunications Organization S.A. 2026 Q1 - Results - Earnings Call Presentation Hellenic Telecommunications Organization S.A. 2025 Q4 - Results - Earnings Call Presentation Hellenic Telecommunications Organization S.A. (HLTOY) Q4 2025 Earnings Call Transcript Historical earnings data for Hellenic Telecommunications Dividend scorecard for Hellenic Telecommunications

沪硅产业公告，公司持股5%以上股东国家集成电路产业投资基金于2026年5月6日至5月8日期间，通过集中竞价方式累计减持公司股份1630.3万股，占公司总股本的0.49%。减持后，其持股比例由15.49%降至15.00%。

Evommune, Inc. press release ( EVMN ): Q1 GAAP EPS of -$0.64. As of March 31, 2026, the company had cash, cash equivalents and investments of $307.0 million, compared to $216.7 million as of December 31, 2025. Revenue was zero for the first quarter ended March 31, 2026, compared to $3.0 million for the same period in 2025, attributable to the Company’s strategic collaboration with Maruho related to licensing EVO756 in Japan. Phase 2b top-line data from EVO756 in chronic spontaneous urticaria ( CSU ) and atopic dermatitis ( AD ) on track for June 2026 and 3Q26, respectively, with enrollment complete in both trials. Phase 2b clinical trial evaluating a subcutaneous formulation of EVO301 in AD planned, following positive proof-of-concept (POC) data reported in February 2026. Plans to initiate a Phase 2b dose-ranging clinical trial of EVO756 in migraine prophylaxis in mid-2026. More on Evommune, Inc. Evommune, Inc. (EVMN) Discusses Scientific Rationale and Pipeline Expansion for MRGPRX2 Antagonist in Migraine Prevention Transcript Evommune's EVO301 Phase 2a Data Drives 70% Stock Surge Evommune raises $125M privately Evommune surges on mid-stage trial win for eczema therapy Historical earnings data for Evommune, Inc.

格隆汇5月8日｜深圳证券交易所上市审核委员会定于2026年5月14日召开2026年第24次上市审核委员会审议会议，审议江苏展芯半导体技术股份有限公司(首发)，广东鸿特科技股份有限公司(向不特定对象发行配股)。

Patrick Horgan, a board member of the Great Britain China Centre, speaks at the Caixin London Atlantic Dialogue on Thursday. Photo: Wangxue Shijia/Caixin Chinese companies are pressing ahead with expansion in the European market despite mounting geopolitical hurdles and trade protection measures, industry leaders said at a Caixin forum in London on Thursday. “Economic security and national security are two sides of the same coin,” said Patrick Horgan, a board member of the Great Britain China Centre, at the second Caixin London Atlantic Dialogue. He pointed to European trade defense tools, such as the Foreign Subsidies Regulation and the International Procurement Instrument, as a response to the China-EU trade deficit and measures taken by the U.S.

US president expresses impatience at speed of EU’s implementation and warns of ‘much higher’ tariffs US trade court rules against Trump’s 10% global tariffs Business live – latest updates Donald Trump has walked back from his threat to tear up part of the US trade deal with the EU by hiking tariffs on car imports. The US president has given the EU until 4 July to implement its side of the deal, reducing tariffs to zero on most American imports, warning that the bloc would face “much higher” tariffs if it did not do so. Continue reading...

格隆汇5月8日｜蓝湾首席投资官Mark Dowding在一份报告中表示，该机构依然认为美联储在2026年的政策不会发生变化，但随着通胀在进入2027年时开始下降，该机构开始更加确信美国利率的下一步举措将是下调，而不是上调。他表示，蓝湾认为五年期美国国债收益率不太可能继续上升突破4%。蓝湾已将在中期美国通胀保值国债（即通胀保值债券）上的通胀盈亏平衡交易，转为在当前收益率水平下直接做多通胀保值债券。根据Tradeweb的数据，五年期美国国债收益率下跌2.6个基点，至4.017%。

Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Holdings Increased by Sequoia Financial Advisors LLC MarketBeat

Electric vehicle (EV) adoption in the United States is expanding beyond early adopters and coastal markets, finding its place in the everyday lives of Americans nationwide. Veloz, a nonprofit organization, has launched the "Real Stories" hub on ElectricForAll.org to capture this shift, showcasing diverse first-person experiences of EV owners from various regions. The platform offers insights into how EVs are integrated into different lifestyles, from school drop-offs to long-distance travel,...

5月8日，多名用户在社交平台反馈称“DeepSeek崩了”，平台对话页面显示“服务器繁忙，请稍后重试”。截至18：05，DeepSeek官方表示问题已解决，网页和API相关服务已恢复。(界面新闻)

“报”料|百济神州一季度赚了16亿元，董事长欧雷强年薪2102万元，股东仍等不来分红，离“真赚钱”还有多远？ FX168财经

格隆汇5月8日｜据央视，当地时间5月8日，俄罗斯总统新闻秘书佩斯科夫在当日简报会上指出，欧盟方面率先启动了俄欧关系缩减的进程。他表示，俄罗斯总统普京愿与包括欧盟在内的各方举行谈判，俄方不会主动与欧盟接触，但愿意在欧洲做好准备的前提下推进对话。佩斯科夫还表示，今年的胜利日阅兵将以缩减形式举行，因此到场记者人数也相应受限。并否认了所谓克里姆林宫撤销外国媒体对莫斯科胜利日阅兵报道资格的说法，强调俄罗斯和国际媒体都将出席阅兵式。

财联社5月8日讯（编辑 冯轶） 本周受五一假期影响，港股通实际仅3个交易日。据Wind数据显示，南向资金累计净流出约1.93亿港元。 短线来看，随着恒指连续反弹，资金仍以高抛为主，并对部分热门个股形成结构性流入。 个股方面，近7天南向资金： 大幅净买入：中芯国际(00981.HK)30.64亿港元；中国海洋石油(00883.HK)23.32亿港元；剑桥科技(06166.HK)16.70亿港元；快手-W(01024.HK)16.55亿港元。 大幅净卖出：腾讯控股(0700.HK)86.15亿港元；阿里巴巴-W(09988.HK)24.44亿港元。 投资要点 中芯国际本周累涨3.46%，资金前5日加仓2728万股，短线以流入为主。 中国海洋石油本周累跌10.01%，资金前5日加仓9205万股，短线流入趋缓。 剑桥科技本周累涨17.79%，资金前5日加仓1258万股，短线流入趋缓。 快手-W本周累涨23.43%，资金前5日加仓241万股，短线以流入为主。 腾讯控股本周累涨0.77%，资金前5日减持757万股，短线继续流出。 阿里巴巴-W本周累涨10.32%，资金前5日减持1817万股，短线保持流出。 注：由于港交所T+2结算，实际持仓为截至两个交易日前的近5个交易日数据 周五，南向资金净流入约131.68亿港元，其中沪港股通净流入约101.26亿港元，深港股通净流入约30.43亿港元。 港交所数据显示，当日南向资金： 大幅净买入：快手-W(01024.HK)17.47亿港元；阿里巴巴-W(09988.HK)3.89亿港元；中芯国际(00981.HK)2.66亿港元。 大幅净卖出：小米集团-W(01810.HK)5.36亿港元；长飞光纤光缆(06869.HK)1.99亿港元。 小米集团-W今日涨1.80%，资金前5日加仓9330万股，短线以流入为主。 长飞光纤光缆涨5.67%，资金前5日加仓16万股，短线趋势不明。

Essent Group press release ( ESNT ): Q1 GAAP EPS of $1.82 beats by $0.11 . Revenue of $336.07M (+5.8% Y/Y) beats by $23.19M . Mortgage new insurance written for the first quarter of 2026 was $11.1 billion, compared to $11.8 billion in the fourth quarter of 2025 and $9.9 billion in the first quarter of 2025. Mortgage insurance in force as of March 31, 2026 was $247.9 billion, compared to $248.4 billion as of December 31, 2025 and $244.7 billion as of March 31, 2025. Net investment income for the first quarter of 2026 was $59.3 million, compared to $58.2 million in the first quarter of 2025. More on Essent Group Essent Group Ltd. (ESNT) Shareholder/Analyst Call Transcript Essent Group: Employment Threats Still A Concern Essent Group Ltd. 2025 Q4 - Results - Earnings Call Presentation Essent Group Q1 2026 Earnings Preview Essent Group outlines $100M–$150M in new P&C reinsurance premiums for 2026 amid measured diversification

南向資金追蹤｜本週淨流出約2億港元 加倉中芯國際及中海油拋售騰訊 富途牛牛