格隆汇5月6日｜据央视，联合国6日敦促以色列立即无条件释放“全球坚韧船队”的两名活动人士，指出以色列的拘押行为违反国际法。联合国人权事务高级专员办事处发言人萨明·希坦当天在一份声明中说，赛义夫·阿布·凯谢克和蒂亚戈·阿维拉二人在国际水域被拘押并被带至以色列，目前在未被起诉的情况下被关押。声明对二人遭虐待的说法表示关切，呼吁开展调查。声明对加沙地带的巴勒斯坦民众表示声援，并表示，试图为他们带去人道主义援助的行为不应被视为犯罪，当地民众“迫切需要援助”。声明敦促以色列解除对加沙地带的封锁，允许人道主义援助物资顺利进入。以色列外交部2日说，以军此前在希腊克里特岛附近国际水域拦截了驶往加沙地带的援助船队“全球坚韧船队”，其中两名主要活动人士已被带至以色列接受问询。

近日，市场研究机构IoT Analytics发布了最新蜂窝物联网跟踪报告，报告显示，过去的2025年全球蜂窝物联网连接数达到47亿，增长了13%，这一增速是近五年来最低的增速。2020-2025年，全球物联网市场经历了从一阵快速的数量扩张期，而随着增速的下降，这一市场不得不面对如何持续进行“价值深耕”的挑战。 全球蜂窝物联网：增速下降，但市场预期依然乐观 IoT Analytics在一篇公开的分析中指出，该机构从2010年开始跟踪蜂窝物联网连接市场，2025年13.3%的增速是其跟踪该领域以来增速的第二低（2020年蜂窝物联网连接同比增长11%），主要原因来自中国，过去一年中国市场蜂窝物联网连接数增长放缓，仅实现8.7%的增速。由于中国市场一直以来都是全球物联网市场的核心增长引擎，因此中国市场放缓直接影响全球市场的增速。 根据工信部公开发布的数据，2025年国内蜂窝物联网连接数达到28.88亿，全年净增2.32亿，相对于2024年底增长了8.73%。这一增速，正是全球蜂窝物联网增速下降的最关键因素。对比一下中国蜂窝物联网连接数增速和全球蜂窝物联网连接数和增速，可以看出2021-2023年中国蜂窝物联网连接数实现快速增长，带动全球蜂窝物联网连接数增速均高于20%；中国2024年增速快速回落，全球增速也随之回落。 2020-2025年中国蜂窝物联网连接数和增速（来源：工信部） 根据IoT Analytics的统计数据，47亿个蜂窝物联网连接约占2025年211亿个物联网连接总数的22%。展望未来，IoT Analytics预计2026年蜂窝物联网连接数将达到54亿，未来几年以14.3%的复合年增长率持续增长，到2030年该数字将达到92亿。当然，能否保持14.3%的符合增速，还需要看中国市场的增长速度。 根据2025年更新的蜂窝物联网模块和芯片出货数据，按整体出货份额排名前三的蜂窝物联网连接技术分别为NB-IoT、LTE Cat 1 bis和4G，三者所占比例分别为33.5%、21.4%和18.6%。（NB-IoT在2025年出货排名第一，确实让业界有些意外，据悉其中一个规模化的市场为西班牙汽车应急警示灯，仅这一款产品就增加了近1500万的终端）虽然NB-IoT在销量上领先，但在收入方面，市场格局发生了显著变化，高带宽技术占据主导地位，收入占比的顺序分别为5G、4G和L...

康宁美股盘前涨超20%，现报194.93美元。据报道，英伟达获得认购康宁最多1500万股股票的认股权证。财闻援引美媒报道，英伟达宣布与康宁宣布建立长期合作伙伴关系，以加强美国AI基础设施的制造能力。英伟达表示，康宁将把美国的光学连接能力提升10倍，光纤产量提升50%以上。康宁将在美国新建三座工厂，创造超过3,000个就业岗位。

Palmer Square Capital BDC press release ( PSBD ): Q1 net investment income of $11M or $0.35 per share for the first quarter of 2026, compared to $12.9M or $0.40 per share for the prior year period. Net asset value of $13.30 per share as of March 31, 2026, compared to $14.85 per share as of December 31, 2025. Total net realized and unrealized losses of $48.3M for the first quarter of 2026, compared to losses of $21.3M for the first quarter of 2025. More on Palmer Square Capital BDC Palmer Square Capital BDC Inc. (PSBD) Q4 2025 Earnings Call Transcript Palmer Square Capital BDC Inc. 2025 Q4 - Results - Earnings Call Presentation Palmer Square Capital BDC: Trading At A Massive Discount For A Reason Palmer Square Capital BDC signals continued high yield and portfolio diversification amid volatile credit markets Palmer Square Capital BDC GAAP EPS of $1.66

当地时间5月6日，美国总统特朗普在社交媒体上表示，若伊朗同意履行相关协议内容，美国针对伊朗的“史诗怒火”军事行动将结束，并称将使霍尔木兹海峡对包括伊朗在内的各方“全面开放”。 特朗普同时警告称，若伊朗不同意相关条件，“轰炸将重新开始”，且“规模和强度将高于此前水平”。（央视）

美国总统特朗普今天（5月6日）在社交媒体发帖称，“假设伊朗同意履行已达成一致的内容，交出同意交出的东西，‘史诗怒火’行动就将终结，封锁（也将解除），将允许包括伊朗在内的所有国家通行霍尔木兹海峡。如果他们不同意，轰炸就会开始，且规模和强度将远超以往。” (CCTV国际时讯)

格隆汇5月6日｜据澎湃，大模型独角兽Kimi(月之暗面)即将完成新一轮20亿美元融资，投后估值突破200亿美元。从美团龙珠处确认，本轮融资由美团龙珠领投，中国移动、CPE(中信产业基金)等参投，其中龙珠出手超2亿美元。值得注意的是，据外媒援引知情人士透露，DeepSeek已开始与投资人接触，计划融资至少3亿美元以补充资金储备，应对成本日益高昂的AI军备大赛。有媒体称，包括国家集成电路产业投资基金在内的多家官方投资机构正在洽谈领投DeepSeek首轮融资，此次融资可能使DeepSeek估值达到约450亿美元，不过上述消息尚未得到证实。

(RTTNews) - Wednesday, Madrigal Pharmaceuticals, Inc. (MDGL) announced its first-quarter financial results, reporting a net loss of $94.4 million, or $3.25 a share, compared to $73.2 million, or $2.61 a share, in the previous year.

记者从6日举行的“开局起步‘十五五’甘肃专场新闻发布会”上获悉，“十五五”期间，甘肃将继续放大能源基地优势，推进“沙戈荒”大基地建设，实施“新能源+”行动，促进“风光水火核”多能互补、“发输储用造”一体发展，加快建设全国重要的新能源及新能源装备制造基地。(新华社)

Ukraine's president says Russia has "spurned the ceasefire" and Kyiv is deciding on further action to take.

*Other Operating Data Consensus Source: Bloomberg More on Disney Disney: Take A 'Wait And See' Approach Ahead Of Earnings Disney And Netflix: Both Names Look Attractive Disney: Succession Plan Underway Disney rallies after posting growth across all segments in FQ2 Disney Non-GAAP EPS of $1.57 beats by $0.07, revenue of $25.17B beats by $320M

Micron Stock Climbs On Cramer's Bullish Take: AI Storage Demand Secular, Not Cyclical Benzinga

格隆汇5月6日｜远东股份(600869.SH)公告称，公司子公司中标/签约千万元以上合同订单合计为人民币26.33亿元。

S&P 500 Index futures rise 0.9% as of 7:50 a.m. in New York after a report that the US believes it’s close to an agreement with Iran to end the war. Nasdaq 100 futures are rise 1.5% Dow Jones Industrial Average futures are up 1.2% The MSCI World Index is up 0.6% Here are some of the biggest US movers before the bell: Magnificent Seven: Alphabet (GOOGL) climbs 1.6% after the Information reported that AI startup Anthropic plans to spend about $200 billion with Google over five years. Amazon (AMZN) +1%, Apple (AAPL) -0.5%, Nvidia (NVDA) +2.5%, Meta Platforms (META) +0.5%, Microsoft (MSFT) +0.1, Tesla (TSLA) +0.6% Miners, cruise operators and airline companies gain, while energy and fertilizer stocks fall, after a report on the US and Iran nearing a one-page memorandum of understanding to end the war. Semiconductor, power equipment and data center stocks rally after solid results from Advanced Micro Devices and Super Micro — in a sign of robust end-to-end artificial intelligence-related demand. Advanced Micro Devices (AMD) rallies 19% after the chipmaker gave an outlook that is stronger than expected, a sign of robust AI-related demand. Alphatec Holdings (ATEC) sinks 16% after the medical device company posted sales for the first quarter that disappointed Wall Street. TD Cowen calls the report a “tough start to 2026.” Apollo Global (APO) rises 3% after the alternative asset manager eclipsed $1 trillion of assets under management on record first-quarter inflows and reported earnings that beat Wall Street estimates. Compass Inc. (COMP) gains 31% after the real estate brokerage platform reported first-quarter revenue that beat average analyst estimates. The firm’s second-quarter revenue forecast is ahead of consensus. CVS Health (CVS) rises 5% after the health insurer boosted its adjusted earnings per share guidance for the full year. The firm also posted adjusted profit and comparable sales for the first quarter that topped the average analyst estimate. Geo Group (GEO) ga...

Assessing Taiwan Semiconductor Manufacturing’s Valuation After Strong Recent Share Price Momentum simplywall.st

专题：聚焦美股2026年第一季度财报 核心要点 美国医疗健康巨头 CVS 一季度盈利、营收双双大幅超越华尔街预期，同时上调 2026 年业绩指引；此前一度陷入困境的保险业务明显回暖。 旗下所有业务板块 —— 保险子公司安泰、零售药房、健康服务部门，业绩均超出市场预期。 业绩体现 CVS 整体转型计划持续取得进展：已削减 20 亿美元成本、关闭业绩不佳门店、推进管理层调整。 CVS 健康盘前涨5.7%。 2026 年 3 月 24 日，美国纽约证券交易所，交易大屏显示 CVS 健康的企业标识及行情信息。 CVS 健康周三公布一季度财报，盈利与营收大幅超出分析师预期，并上调 2026 全年业绩展望；公司此前承压的保险业务实现明显改善。 作为美国最大连锁药房运营商，CVS 上调全年盈利预期： 全年每股收益从此前 7.00–7.20 美元 ，上调至 7.30–7.50 美元 。2026 年营收预期从此前至少 4000 亿美元，上调至 至少 4050 亿美元 。 CVS 首席财务官布莱恩・纽曼在接受 CNBC 采访时表示，营收预期上调的 500 亿美元增量中，绝大部分源于保险子公司 安泰（Aetna） 带来的顺风利好。 这家医疗巨头旗下保险、零售药房、健康服务三大板块营收均超越华尔街预期。近两年高昂医疗赔付成本持续压制大型健康险公司业绩，因此安泰的经营表现最受投资者关注。 本次财报标志着 CVS 整体转型计划稳步推进： 包括削减 20 亿美元开支、关停低效门店、管理层人事调整，以及在私营联邦医保优势计划（Medicare Advantage）板块压降运营成本。 纽曼称：“从投资者视角，我们设定务实合理的目标，再寻找路径实现超额增长。从去年年底到今年一季度，我们始终做到了这一点。 本次 业绩超预期 + 上调指引 已是连续第四或第五次，我们正在兑现承诺。” 他补充表示：“公司对全年前景充满信心，但仍保持审慎稳健态度，医疗整体成本依旧处于高位。” 一季度实际业绩 vs 华尔街预期 调整后每股收益：2.57 美元 | 市场预期：2.20 美元 季度营收：1004.3 亿美元 | 市场预期：950.9 亿美元 CVS 一季度归母净利润 29.4 亿美元 ，折合每股收益 2.30 美元；去年同期净利润 17.8 亿美元，每股收益 1.41 美元。 剔除重组费用、资本损失等一次性项目后，季...

Earnings Call Insights: Huron Consulting Group (HURN) Q1 2026 Management View "Revenues before reimbursable expenses, or RBR, increased 12% in the first quarter of 2026 compared to the first quarter of 2025, driven by growth across the Healthcare, Education and Commercial segments, including record RBR performance in health care." (President, CEO & Director C. Hussey) "Encouraged by the strong start to the year and strength of our pipeline and backlog, we're affirming our annual RBR and margin guidance." (President, CEO & Director Hussey) "In the Healthcare segment, first quarter RBR grew 14% over the prior year quarter" and "organic growth for the Healthcare segment was 10%" excluding acquisitions, alongside comments that providers face "rising operational costs and labor shortages" and that "developing and executing an AI strategy" is increasingly important to clients. (President, CEO & Director Hussey) "In the first quarter of 2026, Education segment RBR grew 4%" as management described "a significant decline in international students" and said institutions are prioritizing solutions delivering "near-term financial improvement" while "increasingly leveraging AI." (President, CEO & Director Hussey) "In the Commercial segment, first quarter RBR grew 22%" and "excluding the impact of acquisitions, RBR in Q1 2026 grew 8% organically" as the company said investments have "delivered more durable growth in the Commercial business in recent quarters." (President, CEO & Director Hussey) "First quarter of 2026 produced RBR of $443.7 million" and "adjusted non-GAAP EPS" was "$1.73 per diluted share" while "our expectation for a full year effective tax rate between 28% and 30% remains unchanged." (Executive VP, CFO & Treasurer John Kelly) Outlook "We are affirming our 2026 guidance" for "RBR in the range of $1.78 billion to $1.86 billion, adjusted EBITDA in the range of 14.5% to 15% of RBR and adjusted non-GAAP EPS in the range of $8.35 to $9.15." (Executive VP, CFO & Treasu...

Earnings Call Insights: Rigel Pharmaceuticals (RIGL) Q1 2026 Management View “In the first quarter of 2026, we generated net product sales of just under $55 million, representing a 26% growth compared to the first quarter of 2025.” (President, CEO & Director Raul Rodriguez) “As expected, the first quarter was impacted by seasonal factors, including reimbursement dynamics...” and “we expect to return to sequential growth starting in the second quarter.” (President, CEO & Director Rodriguez) “We are maintaining our 2026 revenue guidance for total revenues of $275 million to $290 million, including net product sales of $255 million to $265 million.” (President, CEO & Director Rodriguez) “We also remain on track to achieve net income profitability in 2026.” (President, CEO & Director Rodriguez) “We are actively evaluating late-stage in-license or acquisition opportunities that would support potential launches between 2026 and 2028.” (President, CEO & Director Rodriguez) “We generated $54.9 million in U.S. net product sales” and “we observed improving demand in March, which showed stronger volume across our product portfolio.” (Executive VP & Chief Commercial Officer David Santos) “We reported net income of $8.7 million for the first quarter...” and “we ended the quarter with cash, cash equivalents and short-term investments of $146.7 million...” (Executive VP & CFO Dean Schorno) Outlook “We are maintaining our 2026 revenue guidance for total revenues of $275 million to $290 million, including net product sales of $255 million to $265 million.” (President, CEO & Director Raul Rodriguez) “We continue to expect total revenue in the range of approximately $275 million to $290 million... approximately $255 million to $265 million in net product sales and $20 million to $25 million of contract revenues.” (Executive VP & CFO Dean Schorno) Compared with Q4 2025, management repeated the same 2026 ranges: “total revenue... $275 million to $290 million... net product sales... $255...

康宁向英伟达发行认股权证，可按每股180美元的价格购入最多1500万股。

欧洲能源与通信领域多技术服务提供商SPIE Global Services Energy通过旗下SPIE Wind Connect部门，已获得海上风电企业Seaway7授予的一份合同，为波兰Baltyk II和Baltyk III海上风电场提供高压电缆终端连接与测试服务。 该合同涵盖连接风力发电机到海上变电站的66千伏阵列间电缆网络的终端连接与测试工作，主要海上作业预计将于2026年第二季度开始。 Baltyk II和Baltyk III位于波罗的海波兰专属经济区内，预计每个风电场的装机容量约为720兆瓦，合计1440兆瓦。 SPIE表示，每个风电场将由10组、每组5台风力发电机组成，通过66千伏阵列间电缆连接到海上变电站。 SPIE Wind Connect董事总经理迈克·西尼尔表示：“我们很自豪能被Seaway7选中，支持Baltyk II和Baltyk III海上风电场的建设。这份合同体现了我们在高压电缆终端连接与测试方面的技术实力，以及我们在大型海上风电项目中安全、可靠交付的 proven能力。” “我们期待与Seaway7紧密合作，助力这些对波兰能源转型至关重要的项目成功通电。” 责任编辑：张俊 SF065

财联社5月6日讯，三星电子在官网发布公告称，为应对急剧变化的市场环境，经慎重研究，三星电子决定在中国大陆市场停止销售含电视、显示器在内的所有家电产品。 针对已购买三星家电产品的用户，公司仍将严格按照《消费者权益保护法》、国家三包规定等相关法律法规，继续为用户提供规范的售后服务，保障用户合法权益不受影响。 在三星电子业务结构调整相关常见问题中，三星表示手机产品在中国正常销售。停止销售的产品包括电视、显示器、大型商用显示器、空调、冰箱、洗衣机、干衣机、洗衣干衣一体机、衣物护理机、音响、投影仪、吸尘器、空气净化器等所有家用电器。

Neal McNeil Bloomin' Brands ( BLMN ) soared in early trading on Wednesday after edging past consensus estimates with its first-quarter earnings report. Amid concerns about restaurant demand, the company reported a 0.9% increase in comparable sales. A 6.1% increase for the Bonefish Grill chain during the quarter and a 1.3% increase for the Carrabba's Italian Grill chain helped to offset a 0.3% decline for the Outback Steakhouse chain. Restaurant-level operating margin increased 10 basis points compared to a year ago to 14.0% of sales during the quarter, primarily due to a higher average check per person, primarily due to pricing, cost-saving and productivity initiatives, and lower advertising expense. Those increases were partially offset by higher commodity, operating, and labor costs, mainly due to inflation. Operating income of $59.1M was reported vs. $56.7M consensus. Non-GAAP EPS of $0.67 was ahead of the consensus estimate of $0.57 and was better than last year's mark of $0.59. CEO update: "We are pleased with our results in the first quarter, as they reflect our focus on consistency of execution and delivering a great guest experience… Outback brand scores continue to improve, highlighting our craveable steaks and food quality. We are making progress on our turnaround and remain committed to driving long-term, sustainable, and profitable growth for Bloomin’ Brands." Looking ahead, Bloomin' Brands ( BLMN ) backed its full-year guidance for comparable restaurant sales growth of 1% to 2% and adjusted EPS of $0.27 to $0.32. Shares of Bloomin' Brands ( BLMN ) shot up 23.5% in premarket trading after they had slumped into the Q1 report. More on Bloomin' Brands Bloomin' Brands, Inc. 2025 Q4 - Results - Earnings Call Presentation Bloomin' Brands: Traffic Is Improving, But Inflation Is Winning The War Bloomin' Brands, Inc. (BLMN) Q4 2025 Earnings Call Transcript Bloomin' Brands Non-GAAP EPS of $0.67 beats by $0.10, revenue of $1.06B beats by $20M Bloomin' Brands Q1 202...

Hagerty press release ( HGTY ): Q1 Non-GAAP EPS of -$0.04. Revenue of $312M (-5.0% Y/Y). Adjusted EBITDA increased 77% to $85M. For the full year 2026, Hagerty anticipates a total revenue change of (12)% to (11)%, net loss of $51M to $41M, and adj. EBITDA of $236M to $247M. More on Hagerty Hagerty, Inc. 2025 Q4 - Results - Earnings Call Presentation Hagerty, Inc. (HGTY) Q4 2025 Earnings Call Transcript Hagerty outlines 15–16% written premium growth for 2026 as new Markel fronting deal reshapes revenue Hagerty Non-GAAP EPS of $0.08 beats by $0.05, revenue of $357.33M beats by $33.4M Seeking Alpha’s Quant Rating on Hagerty

Maytree Asset Management Ltd Reduces Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM MarketBeat

Indivisible Partners Purchases Shares of 8,491 Taiwan Semiconductor Manufacturing Company Ltd. $TSM MarketBeat

Pre-Market Stock Futures: Futures are trading higher on Wednesday as news of an impending end to the Iran war is sending oil prices dramatically lower. This news comes after a bounce-back Tuesday that benefited from lower oil prices, some strong earnings, and solid buying from retail investors. At the same time, hedge funds continue to ... Here Are Wednesday’s Top Wall Street Analyst Research Calls: Advanced Micro Devices, American Eagle Outfitters, GlobalFoundries, IAC, Merck, Palantir Technolo

Here Are Wednesday’s Top Wall Street Analyst Research Calls: Advanced Micro Devices, American Eagle Outfitters, GlobalFoundries, IAC, Merck, Palantir Technologies, Reddit, and More 24/7 Wall St.

Here Are Wednesday’s Top Wall Street Analyst Research Calls: Advanced Micro Devices, American Eagle Outfitters, GlobalFoundries, IAC, Merck, Palantir Technologies, Reddit, and More Yahoo Finance

(RTTNews) - Performance Food Group Company (PFGC) said on Wednesday that it has revised its guidance for the full year.

The Zacks Analyst Blog Highlights Chevron and Micron Technology The Globe and Mail