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Why Iran War Risks Hit Indian Stocks Harder

Bloomberg 📅 05/08 13:45
Record foreign outflows and surging energy costs are battering India’s economy and the rupee. While geopolitical tensions drive crude prices higher, some sectors show resilience amid the volatility. Lakshmi Iyer of Bajaj Finserv joined Haslinda Amin on Insight to discuss why market corrections offer opportunities and where she sees value in alternatives. (Source: Bloomberg)

汽油售价飙升下美二手车价格半年来首次环比下跌 电动车销量回升

格隆汇 📅 05/08 13:45
格隆汇5月8日丨受美伊战争推高油价影响,美国二手车市场价格在4月出现自去年10月以来的首次环比下降,但电动汽车需求有所回升。美国汽车流通与数据服务机构Cox Automative最新数据显示,衡量美国二手车价格走势的曼海姆二手车价格指数4月环比下跌1.6%,但同比仍涨1.8%。Cox公司表示,价格承受能力依然是消费者购车时的核心考量因素,这推动了二手车和纯电动车在曼海姆拍卖市场的需求增长。

Japan's Real Wages Rose In March, Boosting Odds Of A June Hike

Seeking Alpha 📅 05/08 13:45
Yusuke Ide/iStock via Getty Images By Min Joo Kang , Senior Economist, South Korea and Japan Labour cash earnings rose in March, yet weaker than expected Japan’s labour cash earnings rose 2.7% year-on-year in March (vs a revised 3.4% in February, 3.2% market consensus). Regular wages rose 3.0%, while bonuses declined 1.5%. Real earnings rose 1.0% in March (vs 2.0% in February, 1.8% market consensu...

达利欧:美国经济正积累“致命斑块”,未来五年将迎历史性大变局

华尔街见闻 📅 05/08 13:44
"你还没心脏病发作过,但可以看到斑块在积累"——桥水基金创始人达利欧用这个比喻,描述他眼中美国当前的财政处境,并警告未来五年将是改变一切的历史转折期。 近日,桥水基金创始人瑞·达利欧(Ray Dalio)现身《纽约时报》播客节目《有趣的时代》,与主持人、专栏作家罗斯·多萨特展开约50分钟深度对话。这位以研究历史大周期著称的传奇投资者,以其独特的历史框架,对美国当前局势发出系统性警告:一个正在积累结...

中芯國際(00981)出現大手賣出18萬股,成交價$72.55,涉資1.306千萬 - AASTOCKS.com

Google 📅 05/08 13:44 981.HK
中芯國際(00981)出現大手賣出18萬股,成交價$72.55,涉資1.306千萬 AASTOCKS.com

中芯國際(00981)出現大手賣出9萬股,成交價$72.55,涉資652.95萬 - AASTOCKS.com

Google 📅 05/08 13:44 981.HK
中芯國際(00981)出現大手賣出9萬股,成交價$72.55,涉資652.95萬 AASTOCKS.com

騰訊控股(00700)出現大手買入1.43萬股,成交價$471.4,涉資674.102萬 - AASTOCKS.com

Google 📅 05/08 13:44 700.HK
騰訊控股(00700)出現大手買入1.43萬股,成交價$471.4,涉資674.102萬 AASTOCKS.com

騰訊控股(00700)出現大手買入1.19萬股,成交價$471.2,涉資560.728萬 - AASTOCKS.com

Google 📅 05/08 13:44 700.HK
騰訊控股(00700)出現大手買入1.19萬股,成交價$471.2,涉資560.728萬 AASTOCKS.com

小米集團-W(01810)出現大手賣出25.7萬股,成交價$31.56,涉資811.092萬 - AASTOCKS.com

Google 📅 05/08 13:43 1810.HK
小米集團-W(01810)出現大手賣出25.7萬股,成交價$31.56,涉資811.092萬 AASTOCKS.com

騰訊控股(00700)出現大手賣出15.96萬股,成交價$470.2,涉資7.504千萬 - AASTOCKS.com

Google 📅 05/08 13:43 700.HK
騰訊控股(00700)出現大手賣出15.96萬股,成交價$470.2,涉資7.504千萬 AASTOCKS.com

騰訊控股(00700)出現大手買入1.63萬股,成交價$470.2,涉資766.426萬 - AASTOCKS.com

Google 📅 05/08 13:43 700.HK
騰訊控股(00700)出現大手買入1.63萬股,成交價$470.2,涉資766.426萬 AASTOCKS.com

騰訊控股(00700)出現大手賣出1.55萬股,成交價$470.4,涉資729.12萬 - AASTOCKS.com

Google 📅 05/08 13:43 700.HK
騰訊控股(00700)出現大手賣出1.55萬股,成交價$470.4,涉資729.12萬 AASTOCKS.com

中疾控:本次汉坦病毒疫情涉及的安第斯病毒 我国境内无自然宿主分布

格隆汇 📅 05/08 13:43
格隆汇5月8日|中国疾控中心官微发布科普文章《汉坦病毒是什么?传播途径有哪些?如何预防?》,其中指出,汉坦病毒感染呈全球性分布,据估计,全球每年发生约20万例的感染病例。近年来,我国肾综合征出血热发病呈逐年下降的趋势。 美洲地区每年报告病例200-300例,整体发病呈上升趋势。本次疫情涉及的安第斯病毒,我国境内无自然宿主分布,也无人类感染病例报告。

Legacy Housing GAAP EPS of $0.46 beats by $0.01, revenue of $34.4M misses by $5.04M

Seeking Alpha 📅 05/08 13:43
Legacy Housing press release ( LEGH ): Q1 GAAP EPS of $0.46 beats by $0.01 . Revenue of $34.4M (-3.6% Y/Y) misses by $5.04M . Book value per share on March 31, 2026, was $22.66, an increase of 2.1% from December 31, 2025. More on Legacy Housing Legacy Housing Corporation: Low Multiples, High Earnings Yield, Growth Priced At Zero Legacy Housing Corporation (LEGH) Q4 2025 Earnings Call Transcript Qu...

中疾控:我国无感染病例报告 无本次涉疫汉坦病毒自然宿主分布

同花顺 📅 05/08 13:43
世界卫生组织通报,一艘4月1日从阿根廷出发的极地探险邮轮上,暴发了汉坦病毒感染疫情,从4月6日开始陆续造成8人发病,截至5月7日已出现3例死亡。汉坦病毒主要传播途径为经鼠类动物传播,主要包括以下3种方式:呼吸道传播、消化道传播、接触传播。汉坦病毒感染一般不引起人与人之间传播。我国境内无自然宿主分布,也无人类感染病例报告。(央视新闻)

中芯國際(00981)出現大手賣出6.9萬股,成交價$72.55,涉資500.595萬 - AASTOCKS.com

Google 📅 05/08 13:43 981.HK
中芯國際(00981)出現大手賣出6.9萬股,成交價$72.55,涉資500.595萬 AASTOCKS.com

AvePoint targets $523.4M-$529.4M ARR in 2026 while expanding its 'trust layer for AI' narrative

Seeking Alpha 📅 05/08 13:43
Earnings Call Insights: AvePoint (AVPT) Q1 2026 Management View "Q1 was a strong start to the year" and the company "again exceed[ed] our guidance on both the top and bottom line," with "our 12th straight quarter of double-digit growth in organic net new ARR" and "more than 730 basis points of GAAP operating margin expansion" (Co-Founder, CEO & Director Tianyi Jiang). Management centered its strat...

騰訊控股(00700)出現大手買入1.61萬股,成交價$470.0,涉資756.7萬 - AASTOCKS.com

Google 📅 05/08 13:43 700.HK
騰訊控股(00700)出現大手買入1.61萬股,成交價$470.0,涉資756.7萬 AASTOCKS.com

格隆汇5月8日|商船三井表示,其船舶未支付过境霍尔木兹海峡的费用。

格隆汇 📅 05/08 13:43
格隆汇5月8日|商船三井表示,其船舶未支付过境霍尔木兹海峡的费用。

中芯國際(00981)出現大手買入8.2萬股,成交價$72.6,涉資595.32萬 - AASTOCKS.com

Google 📅 05/08 13:43 981.HK
中芯國際(00981)出現大手買入8.2萬股,成交價$72.6,涉資595.32萬 AASTOCKS.com

騰訊控股(00700)出現大手賣出1.46萬股,成交價$470.0,涉資686.2萬 - AASTOCKS.com

Google 📅 05/08 13:43 700.HK
騰訊控股(00700)出現大手賣出1.46萬股,成交價$470.0,涉資686.2萬 AASTOCKS.com

US, Iran Clash Near Hormuz as Response on Proposed Deal Awaited

Bloomberg 📅 05/08 13:43
The US and Iran clashed near the Strait of Hormuz, an escalation that threatens to further fracture a fragile ceasefire as the two sides discuss a permanent end to the war. US forces targeted missile and drone launch sites and other military assets in Iran that they said were responsible for attacking three US warships transiting the strait. No vessels were hit, US Central Command said . A monthlo...

Macquarie beats profit estimates on commodity boost, shares hit record high

Investing 📅 05/08 13:42

光伏设备板块震荡上扬,钧达股份涨停

同花顺 📅 05/08 13:42
光伏设备板块震荡上扬,钧达股份涨停,华民股份、晶科能源、高测股份、安彩高科、快可电子跟涨。

DXC forecasts FY 2027 organic revenue decline of 3%-5% with EPS of $2.40-$2.90

Seeking Alpha 📅 05/08 13:42
Earnings Call Insights: DXC Technology (DXC) Q4 FY 2026 Management View "In Q4, we delivered a strong quarter on profitability with adjusted EBIT margin and free cash flow ahead of guidance." (President, CEO & Director Raul Fernandez) "On revenue, we delivered just over $3.1 billion missing our organic guide by approximately $75 million or 2 points." (President, CEO & Director Raul Fernandez) "Acr...

Axcelis expects Q2 2026 revenue of about $205M and EPS of about $0.90 as gross margin targets ~43%

Seeking Alpha 📅 05/08 13:42
Earnings Call Insights: Axcelis Technologies (ACLS) Q1 2026 Management View "We delivered revenue of $199 million and earnings per diluted share of $0.72, slightly above our expectations." (CEO, President & Director Russell Low) "This includes a onetime impact associated with a $5 million customer settlement." (CEO, President & Director Low) "In the quarter, while our CS&I revenue moderated on a s...

小米集團-W(01810)出現大手買入21.74萬股,成交價$31.6,涉資686.984萬 - AASTOCKS.com

Google 📅 05/08 13:42 1810.HK
小米集團-W(01810)出現大手買入21.74萬股,成交價$31.6,涉資686.984萬 AASTOCKS.com

小米集團-W(01810)出現大手買入19.18萬股,成交價$31.58,涉資605.704萬 - AASTOCKS.com

Google 📅 05/08 13:42 1810.HK
小米集團-W(01810)出現大手買入19.18萬股,成交價$31.58,涉資605.704萬 AASTOCKS.com

A股黄金概念股普涨,西部黄金、四川黄金涨超3%

格隆汇 📅 05/08 13:41
格隆汇5月8日|A股市场黄金概念股走强,恒星科技拉升封板,福达合金、宝鼎科技此前涨停,中国瑞林涨超4%,西部黄金、四川黄金涨超3%。

研报掘金丨中银证券:维持巨化股份“买入”评级,制冷剂行业延续高景气

格隆汇 📅 05/08 13:41
格隆汇5月8日|中银证券研报指出,巨化股份业绩大幅增长,制冷剂行业延续高景气。2025年实现归母净利润37.83亿元,同比+94.29%;2026年一季报实现归母净利润11.73亿元,同比+45.93%,环比+119.21%。2025年公司业绩同比显著增长,主要原因为公司第二、三代氟制冷剂在生产配额制下供需格局优化,产品价格合理性回归上行,盈利大幅增长。2025年公司核心产品制冷剂系列产品均价持续...
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