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

Earnings Call Insights: Open Lending (LPRO) Q1 2026 Management View Chairman & CEO Jessica Buss framed Q1 as execution on a deliberate risk pullback, saying, "The first quarter marked another step forward in our operational execution and reinforce the impact of the changes we've been making across the organization." She added, "The macroeconomic environment remains challenging. Credit quality pressures and consumer stress continue to weigh on the auto lending market." Buss highlighted top-of-funnel growth with tighter approvals, stating, "While applications grew 18% year-over-year, driven by stronger go-to-market performance, approval rates declined as a direct result of our deliberate decision to pull back from higher risk credit segments and borrowers in favor of higher quality certified loan volume." She emphasized, "Quality continues to take precedence over quantity." Buss reported Q1 certified loan volume and reiterated the full-year target, saying, "We facilitated 21,064 certified loans in the first quarter," and added that volume "exceeded the top end of our guidance" while the company believes it is positioned "to achieve full year guidance of 100,000 to 110,000 certified loans." Buss detailed channel mix and growth drivers, including that results were driven by "slightly stronger-than-expected volume in our core credit union channel and the continued ramp of OEM 3," while "legacy OEM certs continue their intentional decline." She said the OEM 3 rollout is expected to be back-half weighted: "the most meaningful cert contribution expected to come in the third and fourth quarters." On underwriting and unit economics, Buss said, "Based on the underwriting changes and rate increases we took in 2025 and resulting book mix, we have booked our Q1 2026 vintage certs at a 70% loss ratio versus the 72.5% we used for the full year 2025," adding, "At a 70% loss ratio, we are still maintaining the same level of constrained conservatism at the time of origination." CFO Ma...

Amneal Pharmaceuticals press release ( AMRX ): Q1 Non-GAAP EPS of $0.27 beats by $0.10 . Revenue of $722.52M (+3.9% Y/Y) beats by $5.74M . Adjusted EBITDA in the first quarter of 2026 was $202 million, an increase of 19% compared to the first quarter of 2025, reflecting higher revenue and gross profit. Affirms Previously Announced Increase in 2026 Full Year Guidance Affirming Previously Announced (on April 22, 2026) Increased 2026 Full Year Guidance Net revenue $3.05 billion - $3.15 billion vs. consensus of $3.10B Adjusted EBITDA (1) $740 million - $770 million Adjusted diluted EPS (2) $0.95 - $1.05 vs. consensus of $1.00 Operating cash flow (3) $350 million - $400 million Operating cash flow, excluding discrete items (4) $375 million - $425 million Capital expenditures (5) ~$110 million Click to enlarge More on Amneal Pharmaceuticals Amneal Pharmaceuticals, Inc. 2026 Q1 - Results - Earnings Call Presentation Amneal Pharmaceuticals, Inc. (AMRX) Q1 2026 Earnings Call Transcript Amneal: A Robust Drug Portfolio Worth Watching, Driving Further Upside Potential Amneal Pharmaceuticals Q1 2026 Earnings Preview Amneal anticipates deleveraging below 3x by 2028 as it outlines $4.3B-$4.5B 2030 revenue target following Kashiv deal

Shares of leading diagnostics platform and cancer-detecting genomic test provider Veracyte (NASDAQ: VCYT) are up 23% over the last week as of market close Thursday, after the company reported excellent first-quarter earnings earlier in the week. Veracyte's sales grew by 21%, and its earnings per share quadrupled, as its net income margin improved from 6% to 21% year over year. Both of these figures soared past Wall Street's estimates. Management guided for sales growth between 13% and 14% in 2026, with margins remaining robust. It was an all-around great quarter for Veracyte, as the company announced: Image source: Getty Images. Continue reading

gentlelight/iStock via Getty Images Teradyne ( TER ) is a technology company best known for making automated testing equipment used in the semiconductor industry. They build systems that chipmakers use to test whether advanced chips actually work before they get shipped into products like AI servers, smartphones, cars, and networking equipment. Outside of semiconductor testing, they also have business segments in product testing and robotics. Their core business is Automated Test Equipment (ATE). Their systems electrically test semiconductors during manufacturing to detect defects, performance issues, and reliability problems. They run testing on CPUs, GPUs, AI accelerators, and various chips, like smartphone, automotive, and memory. Seeking Alpha After being essentially flat over almost half a decade, the stock has been a home run the last year and is up over 400%. Outside of the expected rise in valuation, I can’t find much I don’t like with TER, and I have the stock as a buy. They just reported record Q1 earnings and financials on many accounts. Guidance for the remainder of 2026 is a bit mellow, but long-term plans and forecasting are strong. They are well a part of the AI infrastructure boom and have solidified themselves in a position to capture huge market share for a long time to come. Best Quarter Yet TER TER just reported a record in both earnings and revenue for Q1 2026, with both results being well above the indicated guidance. Adjusted EPS was $2.56, blowing out any quarter they’ve ever had, and revenue was $1.28 billion, up 87% YoY. CEO Greg Smith notes that about 70% of revenue was from AI-related demand, and each of their three business segments saw growth as the AI momentum is a major catalyst. Operating profit skyrocketed, gaining almost 4x YoY, reaching $473 million for the quarter. Gross margin helped drive the charge and was 60.9% in Q1. This is slightly above where they typically are on margin, but I think this could be the new reality if the A...

格隆汇5月8日｜花旗发表研报指，永利澳门在首季业绩会议上透露，集团在博彩玩家的再投资方面保持纪律，令物业EBITDA利润率由去年第四季的28%改善至今年首季的28.2%。该行亦喜欢集团公布的新资本开支项目The Enclave，该项目为一幢位于永利皇宫东入口附近、拥有432间全套房式酒店的新物业，资本开支预算为9亿至9.5亿美元，认为新酒店将有助永利澳门保持长远竞争力。该项目预计将于2026年下半年动工，需时约2.5年，且不会包含任何博彩业务。管理层预期，当项目全面投入营运后，可带来额外1.5亿至1.75亿美元的EBITDA，意味着回报率达中双位数。花旗将永利澳门的目标价由7.55港元上调至7.7港元，维持“买入”评级。

Key PointsAppian reported 21% revenue growth in the first quarter.

Hi, this is Allen Wan in Shanghai, where a group of US senators kicked off a visit to China this week. Such events are typically a diplomatic nicety aimed at drumming up business for the states the lawmakers represent. But this one took on added importance because it comes ahead of Donald Trump’s highly anticipated summit with Xi Jinping in Beijing next week — the first by a US leader since 2017. During his meeting with Shanghai Mayor Gong Zheng at an Art Deco hotel in a swanky part of the financial hub, Trump ally Steve Daines said he was “pleased to see that things have somewhat deescalated” in recent months. The better vibes between China and the US that the Republican from Montana highlighted remain in place despite moves by both sides that in the past may have sparked a diplomatic tempest. For example, Trump has been trying to rebuild the tariff wall struck down by US courts; aiming to curb Chinese influence in the Western Hemisphere ; and launching attacks against Iran and Venezuela, two of Beijing’s friends and sources of cheap oil for its export-reliant economy. China has held its own in this regard since Xi and Trump negotiated a one-year trade truce in South Korea last fall. Beijing has maintained tight control of its exports of the rare earths vitally important to the US economy , tried to undercut the dollar’s dominance by promoting trade in the yuan and made it hard for Nvidia to sell its advanced chips in the country. It sought to unwind Meta’s purchase of the Chinese startup Manus , a deal that could extend America’s lead in AI. And has directed companies not to abide by US sanctions on private refiners linked to the Iranian oil trade, though it has also advised the largest banks to temporarily suspend new loans to five plants . Oh, and the Taiwan question remains a lingering worry for both sides. Illustrating how the issue remains front of mind, this week Secretary of State Marco Rubio said neither nation wants it to destabilize Asia . Then there is ...

New Zealand’s government is reiterating it wants state-owned Kiwibank to become a stronger competitor and that it should be open to raising capital to fund growth, including via a partial share sale. In a letter to parent company Kiwi Group Capital released Friday, the government urged it and Kiwibank to consider how it could significantly increase its relative growth. “We expect KGC to undertake work on alternative growth scenarios for Kiwibank along with the capital required for these,” State-owned Enterprises Minister Simeon Brown said in the letter dated late March. “We also expect you to engage with the Treasury on these scenarios, and the implications they would have for the Crown.” Last year, the government cleared Kiwi Group to raise as much as NZ$500 million ($297 million) of extra capital to fund growth, arguing the bank could become a disruptive competitor to the four Australian-owned lenders that dominate the market. However, after the Reserve Bank adjusted its bank capital requirements in December, Kiwibank said it no longer needed the extra capital. Read more: New Zealand Targets Australian Banks With Kiwibank Capital Boost The government also said at the time it was prepared to consider allowing the group to access new capital through a public share offering, but said that would require an electoral mandate. Brown repeated that message in his letter. In a February cabinet paper also released Friday, officials said Kiwibank can grow in-line with its current business plan over the next several years without additional capital. “However, KGC and Kiwibank should plan for what is needed to accelerate towards its full potential as a market disruptor,” the paper said. “This involves developing business strategies for accelerating lending growth, determining the timing and amount of capital needed to support that growth, and framing its sourcing.” Officials said the Crown could continue to be the sole provider, or be one of the contributors, of additional cap...

ilkercelik/E+ via Getty Images Key Takeaways • Markets: The first quarter of 2026 was characterized by elevated geopolitical risk and accelerating AI-driven disruption across the software sector and its incumbent business models. The period was shaped by a series of international developments, including the capture and indictment of Nicolás Maduro, escalating diplomatic tensions between the US and European NATO allies over Greenland, and a US-Israeli military operation against Iran. • Contributors: Duration positioning was beneficial to performance. • Detractors: Yield-curve positioning was a slight detractor from performance. • Outlook: Geopolitical tensions remain a defining feature of the outlook, with the Middle East conflict introducing ongoing uncertainty and contributing to oil price volatility as supply routes face occasional disruption. Even with these pressures, the global economic backdrop is gradually improving as fiscal support, easier financial conditions and moderating inflation help strengthen the 2026 outlook. Performance Review • The portfolios outperformed the benchmark (gross of fees and underperformed net of fees). • Tactical duration positioning contributed to performance. • Yield-curve positioning had a small negative impact on returns. • Sector positioning and security selection did not have a meaningful impact on returns. Outlook • In the US, policy tailwinds and deregulation continue to support activity despite signs of softer labor conditions. • Europe and the United Kingdom face trade and labor-market challenges but easing inflation and selective fiscal measures offer stabilization. • China's recovery remains policy-driven amid structural constraints, while Japan's persistent inflation supports further policy normalization. • Credit markets remain supported by strong fundamentals and healthy demand, with issuance elevated by AI-related capex, M&A and refinancing needs. Average annual total returns (%) - as of March 31, 2026-PRELIMINARY Co...

知情人士消息，随着营收持续增长，Anthropic已吸引了包括Dragoneer、GeneralCatalyst和LightspeedVenturePartners在内的投资者的兴趣。三位知情人士称，本轮融资预计对Anthropic的投前估值约为9000亿美元，并有望筹集高达500亿美元的资金。该交易很可能在两个月内完成。消息人士补充道，首席财务官克里希纳·拉奥（KrishnaRao）一直在与投资者进行沟通，但尚未就条款达成一致，且无法保证交易一定能达成。（科创板日报）

德国财政部长拉尔斯·克林拜尔7日说，美国政府对伊朗发动的“不负责任的战争”导致能源价格飙升，令德国经济和公共财政遭受重大打击。 克林拜尔当天接受多家媒体采访时说，中东战事导致德国税收收入预期下调，进而拖累经济增长。他援引一项数据说，由于当前中东紧张局势加剧能源价格上涨，今后经济放缓的可能性上升，导致德国未来五年税收预期下调约875亿欧元。 克林拜尔说，数据体现了德国目前面临的“严重不确定性”，凸显持续加强危机管理的重要性。他表示，德国需聚焦投资与改革以增强经济韧性，减轻外部风险可能带来的冲击。 德国总理默茨此前表示，美国在没有制定任何战略的情况下对伊朗发起军事行动，导致进退两难，正遭遇伊朗方面的“羞辱”。美国总统特朗普对默茨的言论表达不满。特朗普称，默茨“根本不知道自己在说什么”，德国现在“无论是在经济还是其他方面都表现得如此糟糕”。(新华社)

(RTTNews) - MercadoLibre (MELI) reported that its first quarter net income declined to $417 million from $494 million, prior year. Net income available to shareholders per common share was $8.23 compared to $9.74. Adjusted EBITDA declined to $857 million from $935 million.

媒体援引五位知情人士报道，随着收入持续增长，Anthropic 吸引了Dragoneer、General Catalyst和Lightspeed Venture Partners等投资者的兴趣。 据三位知情人士透露，新一轮融资预计筹集至多500亿美元，对Anthropic的投前估值约9000亿美元。 知情人士并称，该轮融资可能在两个月内完成。 消息人士补充道，首席财务官Krishna Rao在与投资者洽谈，但尚未就具体条款达成一致，且不能保证最终会达成交易。 Anthropic和Lightspeed拒绝就此事置评。 责任编辑：王永生

Former China Eastern Airlines chairman indicted on bribery charges Reuters

Like many AI companies automating work that humans currently do, Basata will eventually face a harder question about where the line is between augmenting workers and displacing them. For now, the founders say the administrative staff they work with aren't worried about that; they're more worried about drowning.

格隆汇5月8日｜随着全球交易量的增长，花旗集团扩大面向对冲基金和私募股权客户的外汇业务。花旗外汇交易全球主管Flavio Figueiredo在新加坡接受媒体采访时称，鉴于该行在企业和实钱资金流领域的既有地位，这两个细分市场被视为关键机遇。他表示，该行的战略是巩固已具备强大影响力的领域，并“进军渗透率较低的细分市场”。这项举措瞄准对冲基金和为收购、增长及重组提供融资的私募股权和风险投资公司等。Figueiredo透露，为了支持这项举措，该行计划今年将全球外汇销售和交易团队扩大4%-5%。除招聘人才外，花旗还在加大对其电子分销平台的投入，该平台可让银行和做市商等流动性提供商向客户报送价格，并以电子方式执行交易。

Earnings Call Insights: LightPath Technologies (LPTH) Q3 fiscal 2026 Management View CEO Sam Rubin said the quarter reflected “continued momentum of strong top line growth,” alongside “continued buildup of our backlog with a strong book-to-bill ratio and improvements in our EBITDA and overall financial performance.” Rubin framed LightPath’s strategy as a multi-year transformation: “The LightPath of today looks very little like the component supplier we were a few years ago. We now cover the full stack, proprietary materials, optical assemblies and complete imaging systems.” Rubin positioned BlackDiamond (chalcogenide glass) around defense supply-chain requirements, saying the NDAA “requires U.S. defense programs to move off of glass and optical components sourced from China, Russia and other covered nations no later than January 1, 2030,” and added that LightPath is “well ahead of the rest of the market.” Rubin said G5 Infrared “has booked more than $100 million of new orders” over the last year and described demand signals for redesigned cameras using BlackDiamond: “even before we have completed those redesigns, we already saw an influx of orders for those redesigned cameras.” On the Amorphous Materials acquisition, Rubin said it expands BlackDiamond optic diameter capability from “up to 5 inches” to “up to as much as 10 inches,” and that adding Amorphous “pretty much doubled our glass capacity, and it is nowhere near enough.” Rubin highlighted demand concentration in higher-value products: “the cameras and assemblies business… represent 44% of the revenue… [and] more than $75 million of our backlog.” Rubin announced leadership additions: “Doug Schoen joined us as Senior Vice President of Global Sales; and Ryan Workman joined us as Vice President of Business Development and Product Management.” CFO Albert Miranda reported, “Revenue for the third quarter of fiscal 2026 increased 109% to $19.1 million,” and gross profit rose to “$7 million, or 36% of total revenues.”...

格隆汇5月8日｜据市场消息，印尼自由港将格拉斯伯格铜矿全面重启时间推迟一年。

Baidu Inc. ’s chip unit Kunlunxin is planning an initial public offering on Shanghai’s Nasdaq-style bourse in addition to a separate listing plan in Hong Kong as the Chinese search engine giant looks to taps investor appetite for semiconductor stocks. The chipmaking unit is seeking an IPO on Shanghai’s STAR Board and is working with China International Capital Corp., according to a statement filed by the investment bank to the Chinese Securities Regulatory Commission. Earlier this year, Baidu said Kunlunxin had confidentially filed for an offering in Hong Kong. Baidu’s stock in Hong Kong jumped as much as 4.1% on Friday. Investor interests in China’s homegrown chipmakers is unabated . The shares of companies including Shanghai Biren Technology Co., Metax Integrated Circuits Shanghai Co. and Moore Threads Technology Co. have surged since debuts last year. Kunlunxin, which Baidu holds a 58% stake in, is valued at at least $3 billion , Bloomberg reported in December. Shanghai’s tech-heavy Star 50 Index has surged more than 20% this year and reached an all-time high on Thursday. Pursing a listing in Shanghai shows progress in Baidu’s plan to carve out Kunlunxin as the onshore listing makes it easier for Chinese AI model developers and chipmakers to access to domestic investors, Jefferies analysts including Thomas Chong said in a note on Friday. It expects Kunlunxin’s Hong Kong listing to happen in the third quarter. Chinese up-and-coming tech companies, including chipmakers and firms across the AI ecosystem, have brought a wave of IPOs to the market both in Hong Kong and onshore over the past year. Their fundraising is part of Beijing’s efforts to nurture local semiconductor champions in the face of US restrictions over advanced chips made by the likes of Nvidia Corp. Baidu’s rival Alibaba is also said to plan a listing of its chipmaking arm . Baidu started the chipmaking business years ago to provide computing power for its AI ambitions. It said earlier this year that ...

Scorpio Tankers ( STNG ) has priced a private offering of $200M aggregate principal amount of additional 1.75% convertible senior notes due 2031. The offering size was increased from the previously announced $150M aggregate principal amount of new notes, which were priced at 110.25% of par, plus approximately $1.56 in accrued interest per $1,000 principal amount from April 10, 2026, through May 11, 2026, with additional accrued interest payable if settlement occurs after May 12, 2026. The company also agreed to repurchase 649,427 shares concurrently with the offering’s closing in privately negotiated transactions at $84.69 per share. The offering is expected to close on May 12, 2026. More on Scorpio Tankers Scorpio Tankers Inc. (STNG) Q1 2026 Earnings Call Transcript Scorpio Tankers Inc. 2026 Q1 - Results - Earnings Call Presentation Scorpio Tankers - Looking Closer At 2026E Oil Transportation Scorpio Tankers raised to Buy at BofA with rates seen staying elevated Scorpio Tankers expects ~3% fleet growth over next 3 years as it authorizes $500M buyback

- 随着全球交易量的增长，花旗集团扩大面向对冲基金和私募股权客户的外汇业务。 花旗外汇交易全球主管Flavio Figueiredo在新加坡接受采访时称，鉴于该行在企业和实钱资金流领域的既有地位，这两个细分市场被视为关键机遇。他表示，该行的战略是巩固已具备强大影响力的领域，并“进军渗透率较低的细分市场”。 这项举措瞄准对冲基金和为收购、增长及重组提供融资的私募股权和风险投资公司等。Figueiredo透露，为了支持这项举措，该行计划今年将全球外汇销售和交易团队扩大4%-5%。 近期新聘人员包括Jerry Minier，他曾任巴克莱G10货币交易联席主管，加入花旗后担任G10线性外汇交易主管兼英国和EMEA外汇交易主管。此外，花旗还在外汇期权业务增聘了人员，包括新加坡的Nicky Lam、纽约的Andrew Poray和伦敦的Gordon Craib。 随着交易活动日益活跃，期权已成为外汇市场日益受到关注的一个领域，已成为花旗的优先业务。国际清算银行（BIS）三年一度的外汇调查显示，2022年至2025年间，外汇期权日均交易量增长了一倍多。 Figueiredo表示，除招聘人才外，花旗还在加大对其电子分销平台的投入，该平台可让银行和做市商等流动性提供商向客户报送价格，并以电子方式执行交易。 责任编辑：王永生

伊朗国家地震中心发布消息称，当地时间5月8日7时17分许，伊朗东阿塞拜疆省和西阿塞拜疆省交界处发生4.5级地震，目前尚未有人员财产伤亡或受损的相关报告。（央视新闻）

算力芯片集体调整，寒武纪、沐曦股份、海光信息、摩尔线程等热门股纷纷下挫 图：IC photo

美国国际贸易法院7日公布裁决，认定特朗普政府征收10%全球进口关税的法律依据不成立，白宫此前发布的公告无效。 美国24个州政府和两家美国企业先后在3月5日和9日就特朗普政府加征的全球进口关税提起诉讼，美国国际贸易法院对这两起相关案件进行合并审理，并于4月10日进行口头辩论。美国国际贸易法院法官7日以多数通过的裁决结果永久禁止美国联邦政府依据《1974年贸易法》第122条对两家美国进口企业和华盛顿州政府加征10%的进口关税。由于原告中美国其他20多个州政府没有提交有力证据证明全球进口关税对其带来伤害，法院认定这些州没有诉讼资格，相关诉讼请求不予考虑。 目前，尚不清楚联邦政府是否会就这一裁决提起上诉。 2月20日，美国总统特朗普宣布，依据《1974年贸易法》第122条，“对所有国家征收10%的全球关税”，为期150天，以取代被美国最高法院认定违法的关税。同一天，美国最高法院公布裁决，认定美国《国际紧急经济权力法》没有授权总统征收大规模关税。 公开信息显示，美国海关从2月24日开始征收全球关税，预计持续到7月24日。(新华社)