美國與伊朗軍方在霍爾木茲海峽一帶再度交火，美軍攻擊伊朗軍事設施，指有關設施無端攻擊駛過霍爾木茲海峽的美國軍艦。美國總統特朗普稱，停火仍然生效，警告伊朗盡快達成協議。伊朗亦表示，局勢已回復正常。 美國和伊朗臨時停火約一個月，周四在霍爾木茲海峽一帶再度交火。伊朗稱，由於美軍襲擊伊朗運油輪和另一艘進入霍爾木茲海峽的船，違反停火協議，伊朗軍方以導彈和無人機，對霍爾木茲海峽以東三艘美軍驅逐艦發動打擊。美軍艦艇受損，並撤離霍爾木茲海峽附近海域。 美軍中央司令部發聲明，證實三艘美軍驅逐艦在穿越霍爾木茲海峽、前往阿曼灣時，遭伊朗無端發動攻擊，美方成功攔截，沒有軍備被擊中；又指作為回應，美軍自衛性打擊負責攻擊美軍的伊朗軍事設施，包括導彈與無人機發射場，和指揮控制據點等。 中央司令部強調，美軍不尋求升級局勢，但已做好保護美國部隊的準備。美國霍士新聞報道，美軍空襲伊朗格什姆港、阿巴斯港和霍爾木茲甘省米納卜市一處海軍基地。 總統特朗普在美伊再度交火後稱，雙方的臨時停火協議仍有效。 美國總統特朗普說：「是的，依然有效，他們(伊朗)今天在耍我們，我們將他們擊敗。若沒有停火，你就不需要知道，你會看到伊朗(被襲擊)冒出巨大火光，他們最好快點簽署協議。」 特朗普同日又在社交平台帖文指，涉事的三艘驅逐艦已成功駛出霍爾木茲海峽，重新加入美軍的海上封鎖行動，並威脅稱若伊朗不迅速簽署協議，美方將以更猛烈、暴力的方式打擊。 伊朗傳媒就報道，在數小時的交火後，霍爾木茲海峽沿線伊朗島嶼及沿海地區局勢已恢復正常。 至於美伊談判，伊朗傳媒指，伊方正審閱美國經由巴基斯坦提出的14點備忘錄，但目前對方案未有結論，也未回應美方。

Earnings Call Insights: Gilead Sciences (GILD) Q1 2026 Management View CEO Daniel O'Day said the quarter “extended our consistent track record of commercial, clinical and financial execution,” adding that “our strong financial performance and increase in sales guidance reflects the depth and quality of our portfolio, the numerous launches underway and our continued focus on financial discipline.” Chairman & CEO O'Day highlighted HIV growth drivers, saying, “Our HIV business grew 10% year-over-year, reflecting 7% growth for Biktarvy and an impressive 87% growth for our U.S. PrEP business,” and pointed to pipeline timing: BIC/LEN is “under priority review” with “an FDA decision in August,” while GS-3242 plus lenacapavir could support a “twice-yearly injectable treatment regimen” with a “time frame for potential launch ... between 2031 and 2033.” Chief Commercial & Corporate Affairs Officer Johanna Mercier emphasized Yeztugo launch momentum and a guidance raise, saying “we're increasing our 2026 Yeztugo guidance to $1 billion,” and adding, “we are now expecting 2026 total HIV sales ... to grow approximately 8% year-over-year compared to the 6% previously shared in our February guidance.” CFO Andrew Dickinson linked the raise to Q1 execution, stating, “we are increasing our revenue ranges by $400 million,” and detailing transaction impacts: “Upfront IPR&D of $11.5 billion together with transaction financing expenses, collectively amounting to $9.50 per share are reflected in our updated EPS guidance.” Outlook Management raised 2026 Yeztugo guidance to “approximately $1 billion,” and Dickinson said the company now expects “2026 HIV sales to grow 8% year-over-year, ahead of our prior guidance of 6% growth.” Dickinson updated 2026 base business guidance to “between $29.4 billion and $29.8 billion,” and said total product sales are expected “between $30 billion and $30.4 billion,” while keeping Veklury at “approximately $600 million.” Dickinson said guidance still assumes “...

It’s proving to be a very volatile Q1 earnings season, especially for tech stocks as investors begin to receive more information on how AI is impacting their businesses. With the S&P 500 trading near all-time highs, the market is essentially demanding perfection to spark a post-earnings rally. Even a beat and raise in Q1 did little to stir positive sentiment for HubSpot ( HUBS ), the CRM and marketing platform aimed at SMBs. HubSpot fell ~10% post earnings as investors worried that AI is precipitating churn rates on the platform: Data by YCharts I last wrote a "Buy" article on HubSpot in February, when the stock was trading near $210 per share. HubSpot attempted a rally in April along with the rest of the market, but the post-Q1 reaction has thwarted its progress. While I don’t disagree that HubSpot may be at risk for some AI disruption, this also isn’t a speculative startup with no track record for generating profit. A cheap valuation against bottom-line metrics keeps me largely optimistic on HubSpot’s prospects, and I’m reiterating my "B uy" rating here. First, we should openly acknowledge the theoretical risks that HubSpot faces and why investors may be getting more uncomfortable with the company. Broadly speaking, I believe the notion of a “SaaSpocalypse” is overblown. AI will impact different software companies in different ways, but it will absolutely not drive a complete exodus of customers from incumbent legacy applications. Where AI will have the most impact is in encouraging layoffs. Already we’ve seen major companies announce job cuts tallying up to double digit percentages of their total workforce. In this regard, HubSpot is vulnerable since its business model is based on seats. HubSpot pricing plans (HubSpot sales website) Especially because HubSpot is concentrated toward smaller customers, it’s easy for us to imagine that its clients may start shedding the sales and marketing headcount that use its products. That said, this does not need to necessarily...

Global perceptions of US fall below Russia under Trump, survey finds Reuters

格隆汇5月8日丨*ST宇顺(002289.SZ)涨2.53%，报41.330元，股价创历史新高，总市值115.83亿元。

Toyota Motor Corp. put forward a conservative profit forecast after posting record sales, as the growing fallout from the conflict in the Middle East weighs on businesses across the globe. The stock reversed gains and fell as much as 1.6%. The world’s largest carmaker sees ¥3 trillion ($19.1 billion) in operating income for the fiscal year ending March 2027, it said Friday, falling short of consensus estimates for ¥4.6 trillion. The outlook is also lower than the ¥3.8 trillion posted for the prior period through March. Toyota, known for playing it safe when forecasting results, is bracing itself for a squeeze on the price and supply of crucial materials that could last for months. Toyota suppliers warned last week that they are starting to see shortages in key materials due to the Iran conflict, now in its third month. Read More: Toyota Suppliers Start to See Shortages Due to Iran Conflict Toyota is forecasting ¥51 trillion in net sales for the current fiscal year, less than the ¥53.25 trillion predicted by analysts, and compares with ¥50.7 trillion for the just-ended period. Toyota’s vehicle sales dipped slightly while production climbed in March, in a sign that its been able to shield itself from the more dire immediate effects of turmoil in the Middle East. Operating profit for the three-month period that ended in March fell 49% to ¥569.5 billion from a year earlier, the company said, due to tariffs and shipping costs due to the war, on sales of ¥12.6 trillion. “In the US, the RAV4 changeover and a Prius recall left sales slightly below a pre-tariff-boost a year ago,” Bloomberg Intelligence senior auto analyst Tatsuo Yoshida wrote in April. “In China, strong Corolla Cross sales limited the decline amid intense competition.” Friday’s results mark Kenta Kon ’s first since he was appointed chief executive officer. The former CFO and aid to Chairman Akio Toyoda will lead an intensifying push to bolster profitability. Toyota’s biggest suppliers are struggling with ris...

We have our portfolios positioned to take advantage of both a Great Rotation market and a Chase market. One of my latest Favorite Funds additions, for instance, was the Dan Ives Wedbush AI Revolution ETF (IVES), and I am very pleased to report that it is off to a robust start, remarks Jim Woods, editor of Forecasts & Strategies.

据同花顺iFinD数据，沪深京三市成交额超2万亿元，较上日此时缩量139亿元，预计全天成交金额约3.1万亿元。截至目前，沪市成交额8618亿元，深市成交额11198亿元，北证50成交额189亿元。

An unadulterated, wobbly, joyous flan made the way it should be I started the year in one of my favourite places: Mexico City. I’ve since become one of those annoying people who finds a way to bring it up in nearly every conversation, so please indulge me just this once! Each time I’ve been to Mexico, I develop a new fixation, and this year I ate a considerable amount of flan. It’s seen as a bit of a retro dish here in the UK, and perhaps a little divisive, but I love it. Continue reading...

As I bounced dangerously around a Sussex road, I was reminded of the parlous state of our highways – and the serious neglect of local issues It’s the potholes, stupid. Despite the attempts of national politicians to pretend otherwise, the local elections should have been about potholes. Believe it or not, the state of our roads beat the cost of living, the NHS and immigration as the top election issue in the final YouGov poll . They ranked highest in the Local Government Association’s list of local service dissatisfactions . Voters knew what these elections were about, even if no politician was ready to agree. Yet potholes featured barely at all in the election coverage. As party leaders queued up to be interviewed, they were not going to descend to street-level. British local politics has been nationalised for decades. To the BBC and the media generally, the elections have been seen as US-style midterms. The issues debated have been the cost of living, immigration and antisemitism. All very important, of course, but hardly something local councils have a great say over. Simon Jenkins is a Guardian columnist Continue reading...

Through surging profits or soaring share prices, the war has been a boon for some firms.

格隆汇5月8日丨唯科科技(301196.SZ)涨5.98%，报126.440元，股价创历史新高，总市值158.45亿元。

Pakistan opted not to buy urgent cargoes of liquefied natural gas on the spot market, betting that hostilities which have closed the Strait of Hormuz will ease and cheaper supplies from Qatar will arrive soon. State-owned Pakistan LNG Ltd. didn’t award an emergency tender seeking two shipments for May delivery that closed Thursday, said traders with knowledge of the matter. The government made the decision with the view that the conflict between the US and Iran was easing, and that the South Asian country would soon receive two cargoes from Qatar, they added. Pakistan, which is mediating talks between the US and Iran, has only received a single LNG shipment since early March, according to ship-tracking data compiled by Bloomberg. The country imported an average of about nine cargoes a month last year, the data shows. Supplies under its long-term contract with Qatar are currently about half the price of those from the spot market. Shunning spot shipments is a risky gamble. It could worsen the nation’s gas shortfall, which has resulted in widespread blackouts . Pakistan’s Petroleum Minister Ali Pervaiz Malik didn’t respond to requests for a comment. The Strait of Hormuz has been virtually impassable since the start of the war in late February, choking off shipments of natural gas, crude and oil products to global markets. Prior to the conflict, about a fifth of global LNG supply transited through the waterway. A ceasefire has been in place since early April, but fresh clashes between the US and Iran has clouded the outlook for a peace deal. Read More: Adnoc’s LNG Tankers Go Dark to Get Shipments Through Hormuz Late last month, Pakistan was forced to purchase a spot cargo for the first time in more than two years as the Middle East conflict halted contracted deliveries. The shipments in the latest tender were for May 12 to 14 and May 24 to 26 delivery. Some Pakistani vessels have made it through Hormuz including a tanker carrying diesel last week. Pakistan’s Prime Mini...

AD HOC ANNOUNCEMENT PURSUANT TO ART. 53 LR

Michael H/DigitalVision via Getty Images Railroads are a textbook sector for dividend investors. Wide moats, irreplaceable networks, pricing power above inflation, and cash flow that keeps showing up quarter after quarter. But “own a railroad” is not a strategy. You need to pick the right one. Three names dominate the North American market: Canadian Pacific Kansas City ( CP ), Canadian National Railway ( CNR ), and Union Pacific ( UNP ). Same industry, same moat, three different profiles. Here is how I rank them and why. How I compare railroads Before I rank anything, I run every candidate through the same four-step checklist: The Dividend Triangle: revenue growth, EPS growth, and dividend growth over five years. All three need to be positive and aligned. Dividend safety: payout ratio, cash payout ratio, and dividend history. I want room to grow and a clean track record. Balance sheet: debt to EBITDA, credit score, and current ratio. A leveraged railroad in a recession is not fun to hold. Yield vs. history: if the forward yield sits above the 5-year average, the stock may be offering better income value than usual. No spreadsheet tricks. Just discipline. The scorecard Metric CP (CPKC) CNR UNP DSR PRO Rating 4 4 3 Dividend Safety Score 3 4 3 Forward Yield 0.92% 2.40% 2.07% Average 5-Yr Yield 0.80% 2.15% 2.35% 5-Yr Revenue Growth 14.61% 4.62% 4.89% 5-Yr EPS Growth 2.98% 8.63% 9.15% 5-Yr Dividend Growth 4.38% 8.49% 6.61% Payout Ratio 19.22% 46.78% 45.35% Consecutive Years of Dividend Increases 1 30 17 Chowder Score 5.30 10.89 8.68 Credit Score 90 89 74 Click to enlarge Source: Dividend Stocks Rock stock cards, Q1 2026 review. Now, let me walk through why each one lands where it does. #3: Canadian Pacific Kansas City Investment thesis: CPKC is a capital appreciation story, not a dividend story. Management runs the business for total return rather than a growing paycheck. CPKC has the best growth story in the group. The 5-year revenue number is inflated by the Kansas Cit...

Goldman Sachs BDC press release ( GSBD ): Q1 Non-GAAP NII of $0.22 misses by $0.08 . Total investment income of $78.8M (-18.7% Y/Y) misses by $4.98M . Net asset value ("NAV") per share as of March 31, 2026 decreased 3.7% to $12.17 from $12.64 as of December 31, 2025. The company’s ending net debt-to-equity ratio was 1.37x as of March 31, 2026 compared to 1.27x as of December 31, 2025. The company’s Board of Directors declared a second quarter 2026 Base Dividend of $0.32 per share payable to shareholders of record as of June 30, 2026. 4 More on Goldman Sachs BDC Goldman Sachs BDC: Downside Risks Remain If NAV Growth Doesn't Improve Goldman Sachs BDC's Risky Math: Buying The Discount, Ignoring The Drift Goldman Sachs BDC: Speculative Buy On Exaggerated SaaS Fears Goldman Sachs BDC Q1 2026 Earnings Preview Goldman Sachs files Bitcoin ETF targeting steady income, not just gains

格隆汇5月8日｜根据Counterpoint Research最新的市场监测报告，尽管出货量下降，2026年第一季度全球智能手机市场营收仍同比增长8%，达到1170亿美元。市场受到物料清单（BoM）成本上升及存储短缺的双重压力，对出货量造成压力。不过，高端机型需求增加以及产品价格调整，推动平均售价（ASP）同比上涨12%，达到399美元，创下第一季度历史新高。

比亚迪旗舰SUV“大唐”车型全系标配速腾聚创数字化激光雷达，搭载“天神之眼B”高阶智驾系统，截至5月7日该车型预售订单累计突破10万台。（界面新闻）

格隆汇5月8日｜丰田汽车第四财季销售净额12.60万亿日元，同比增长1.9%，预估12.72万亿日元；净利润8172.1亿日元，同比增长23%，预估7316.5亿日元。丰田预计全年销售净额51.00万亿日元，市场预估53.25万亿日元；丰田预计全年净利润3.00万亿日元，市场预估4.04万亿日元。丰田预计2026/27财年全球零售销量将达到1118万辆，北美销量将达到299万辆。

Worries in the private credit market stem from retail-driven liquidity problems rather than the health of the underlining portfolio, according to Frank Kwok , Chief Financial Officer at Macquarie Group Ltd. “It really has been an issue more of liquidity than underlying credit itself,” Kwok said in an interview. “Investors who have been typically more retail-like investors have pulled their money from these private credit funds and that’s caused a liquidity run, effectively.” “When we look at the portfolio itself, we have not seen any impact of AI disruption or even the current volatility in the macroeconomic environment,” Kwok said. Kwok’s views reflects the stance taken by some industry bigwigs who have said the perceived risks do not reflect what they’re seeing in their portfolios. Concerns have bubbled in private credit markets this year, with investors spooked by the risk of technological disruptions and access to liquidity. Firms have had to limit withdrawals from some funds after redemption requests. UBS Says Rich Clients Lost Some Interest in Private Credit Apollo, Blackstone Say Private Credit Fear Masks Reality Private Debt Funds Tap Australia’s $2.3 Trillion Pension Savings The Sydney-based investment bank itself was one of a group of financial firms exposed to collapsed UK mortgage lender Market Financial Solutions Ltd. Macquarie’s global markets unit has an exposure of less than £50 million ($68 million), people familiar with the matter said earlier this year. “We had a small exposure and we have, we believe, adequately provided for that in our results,” Kwok said. “It’s really immaterial just given the size of the exposure,” he said. Read More: Macquarie Profit Jumps, Commodities Chief Paid $25.5 Million MFS collapsed into administration this year amid serious allegations of fraud, including the alleged double-pledging of assets. Its downfall fanned concerns about the health of the private credit market and the impact on lenders exposed to its troubles.

格隆汇5月8日｜据21财经，江苏南京、山东东营新近公布的统计公报显示，2025年两市人均GDP分别达到20.2万元和20.4万元。由此，中国大陆人均GDP超过20万元的地级及以上城市增加到11个。GDP反映经济总量，人均GDP体现的是产出水平。去年，我国人均GDP超过20万元的城市有鄂尔多斯、克拉玛依、北京、上海、无锡、榆林、深圳、苏州、常州、东营和南京，共11个；GDP居前11位的则是上海、北京、深圳、重庆、广州、苏州、成都、杭州、武汉、南京和宁波。两个组别的成员分散，总量、人均双双拔尖的只有上海、北京、深圳、苏州、南京五地。

中資電池廠風波：匈牙利還會繼續與中國交好嗎？ - 紐約時報中文網 纽约时报中文网

Earnings Call Insights: GoodRx (GDRX) Q1 2026 Management View CEO Wendy Barnes said the quarter showed “continued momentum across our strategic growth priorities,” citing “strength in revenue, disciplined execution on profitability, and healthy engagement across the platform,” and adding that “the strategy we laid out last quarter is working.” Barnes positioned the company around manufacturer and GLP-1 demand, saying “GoodRx Pharma Direct continues to be a key growth engine,” with “82% growth year-over-year,” and noting “we now have more than 125 self-pay programs live.” She added that a third-party source indicated GoodRx “accounted for approximately 1/3 of all Wegovy Pill transactions in the first 2 months post-launch.” Barnes highlighted new manufacturer activity and distribution, saying the company “announced a collaboration with Viatris to support savings availability for 17 of its established brand medications” and “introduced significant discounts from Pfizer on more than 30 of its essential medications… made available through a dedicated Pfizer-branded storefront on GoodRx and on TrumpRx as part of our integration.” CFO Christopher McGinnis reported profitability and the revenue mix shift: “For the first quarter, we delivered revenue of $194 million and adjusted EBITDA of $58.3 million, representing an adjusted EBITDA margin of 30%.” Outlook McGinnis raised full-year guidance: “For the full year 2026, we are raising our guidance and now expect revenue to be in the range of $765 million to $785 million and adjusted EBITDA to be at least $235 million.” Management reiterated continued pressure in the legacy marketplace economics: “While we expect continued pressure on prescription transactions revenue in 2026, our increase in guidance is driven primarily by stronger-than-expected performance in Pharma Direct.” McGinnis updated the segment growth expectation: “Consequently, we now expect Pharma Direct revenue to grow over 50% year-over-year,” and added that “sub...

(RTTNews) - COWAY (021240.KS) reported first quarter net income attributable to shareholders of the parent company of 182.0 billion Korean won, a 31.0% increase from the prior year period. Operating income was 250.9 billion won, up 18.8% year-over-year from 211.2 billion won, las

格隆汇5月8日｜芝商所：重要维护已完成。UDS创建和延迟性能问题已得到解决。

格隆汇5月8日｜花旗将东盟股市评级从“低配”上调至“中性”。

Michael Derrer Fuchs/iStock Editorial via Getty Images Sony Group ( SONY ) said Friday it plans to repurchase up to ¥500B ($3.2B) worth of shares as it issued a profit outlook that was broadly in line with expectations. More on Sony Sony Group: A Wide Moat Compounder At A 15x P/E Gift (Rating Upgrade) Sony closes in on a music rights deal covering Shakira, Journey, Neil Young, Justin Bieber, and more Sony Financial shares fall as Sony Life probes dozens of alleged customer misconduct cases Seeking Alpha’s Quant Rating on Sony Historical earnings data for Sony