Just_Super/E+ via Getty Images Celestica ( CLS ) benefited from strong demand for its Cloud services in the first quarter that are required in order to run large-scale Data Centers. As a result, Celestica crushed estimates for its first quarter. Yet, despite the company's raised guidance for FY 2026 and ramp in sector CapEx, shares dropped 14% after the report. I believe this sell-off was only a 'sell the news' kind of event, and I expect Celestica to continue to deliver a strong performance in 2026. I like that Celestica is heavily oriented towards the Data Center segment, where investment spending is marking new records. Celestica has seen a strong run in the last year, with shares rising almost 350%, but given the stickiness of CapEx trends, I believe that the Data Center enterprise will continue to be able to surprise investors. Data by YCharts Previous Rating I rated shares of Celestica a 'Buy' -- A 2026 AI Opportunity With Growth Potential -- as it developed an AI-optimized hardware infrastructure product line-up to be deployed in a growing footprint of U.S. Data Centers. Celestica significantly increased its guidance for FY 2026 last week, yet shares dropped more than 10% as investors took profits after a strong performance in the last year. That said, Celestica's fundamentals are improving, and CapEx spending in the server industry, in my opinion, is set to accelerate , not decelerate, in the years ahead, creating favorable demand dynamics to support Celestica's growth. Celestica: A Play on the AI Boom Celestica beat results for the bottom line amid strong demand for hardware products in the server industry: it reported $2.16 per share in non-GAAP earnings, beating the estimate by $0.08 per share. Revenues reached $4.05B but slightly missed the average prediction by $1.0M. Seeking Alpha Celestica's Cloud Solutions segment fortified its position as a growth driver for the AI infrastructure company in the first quarter, with the segment posting massive 76% gro...

格隆汇5月6日丨英国企业以逾三年来最快的速度提高价格，企业试图将飙升的原材料和能源成本转嫁给消费者，尽管整体经济背景依然低迷。标普全球对私营部门的调查显示，10家企业中有6家在4月感受到成本负担上升，企业反映燃料和工资成本提高，同时金属和塑料价格也在上涨。产出价格通胀升至2023年1月以来最高水平。许多企业表示，正通过征收燃油附加费来抵消投入成本，而当前投入成本增速已达到俄乌冲突初期以来最快水平。英国央行行长贝利曾指出，企业定价能力疲弱可能有助于抑制能源价格飙升引发的第二轮通胀效应。然而，PMI调查显示，许多企业已经成功维持涨价，这加大了工资与物价相互推动的恶性循环风险。标普4月整体PMI略好于初值。综合PMI从3月的50.3升至上月的52.6，高于初值52。

Abu Dhabi National Oil Co. appears to have been able to export a second liquefied natural gas shipment through the Strait of Hormuz, according to ship-tracking data compiled by Bloomberg, even as the Iran war halts most traffic. The Mraweh tanker, which is owned by Adnoc, was seen loaded with a cargo near northern Indonesia on Wednesday, with Japan listed as its next destination, after not transmitting a location for over two weeks, shipping data shows. The vessel was previously spotted empty on April 19, idling near the eastern entrance of Hormuz. It isn’t immediately clear where the ship picked up the fuel. Since 2021, it has only taken shipments from Adnoc’s Das Island LNG export plant in the Persian Gulf, according to shipping data. Adnoc didn’t immediately respond to a request for comment. If confirmed, it would only be the second known LNG shipment exported from the Persian Gulf since the war began at the end of February. The Mubaraz — which loaded a cargo from Das Island in early March — also stopped sending a signal in late-March before reappearing nearly a month later crossing the southern tip of India. Adnoc appears to still be loading LNG from its Das Island facility. Satellite images showed another tanker docked there on Tuesday, despite the shipping data not signaling any carriers in the area. Movement through Hormuz remains fraught with risk, as the US and Iran struggle to agree a peace deal and have implemented their own de facto blockades. Iranian drones struck an empty Adnoc tanker off the coast of Oman earlier this week, according to the company. The ongoing conflict has throttled roughly a fifth of global LNG supply, sending gas prices higher in Europe and Asia, and triggering energy shortages in some emerging economies. While the potential passage may raise hopes of increased LNG exports from the region, most other vessels in the Gulf appear to be remaining in place. Before the war, roughly three loaded LNG carriers transited Hormuz daily.

财联社5月6日讯，市场震荡反弹，科创50指数一度涨超9%，逼近历史高位。量能明显放大，沪深两市成交额3.23万亿，创年内第六，较上一个交易日放量4859亿。盘面上，市场热点快速轮动，全市场超3800只个股上涨，逾百股涨停。从板块来看，算力租赁概念爆发，十余只成分股涨停，利通电子4天3板，大位科技、东阳光、美利云涨停。算力芯片概念快速拉升，海光信息触及20cm涨停，股价续创历史新高，中国长城、禾盛新材涨停。存储芯片概念集体走强，德明利、江波龙、朗科科技涨停创历史新高。商业航天概念表现活跃，西部材料、润贝航科双双2连板。铜箔概念走高，德福科技、泰金新能20cm涨停，海亮股份涨停。下跌方面，油气股集体调整，中曼石油、中国海油、科力股份纷纷下挫。截至收盘，沪指涨1.17%，深成指涨2.33%，创业板指涨2.75%，科创50指数涨5.47%。 板块方面 半导体芯片产业链持续爆发，存储芯片概念集体走强，德明利、江波龙、朗科科技涨停，佰维存储、普冉股份、大普微、澜起科技等个股涨超10%。 AI内存需求激增，存储芯片进入超级周期。当前存储芯片全品类价格持续飙升，DRAM第一季度合约价环比涨80%-90%，第二季度预计再涨58%-63%，部分规格现货价格年内涨幅近10倍；NAND一季度环比涨70%，二季度预计再涨70%-75%，企业级SSD涨幅更高；HBM高带宽内存供不应求，三星、SK海力士将90%先进产能转向高端存储，订单已排至2027年。 此外，根据刚刚披露的业绩来看，2026年一季度，A股存储行业迎来集中业绩兑现期，多家上市公司盈利拐点显现，净利润规模大幅超越往年，增速创历史新高，结合海外巨头持续新高所形成的映射效应，预计存储芯片后续仍具冲高动能，留意核心标的趋势性机会。 算力芯片持续走强，海光信息涨超16%，股价续创历史新高，中国长城、禾盛新材涨停，龙芯中科、寒武纪、沐曦股份等涨幅居前。 消息面上，AMD表示，预计到2030年，CPU市场年增长超过35%；预计公司第二季度CPU收入增长超过70%。当地时间5月5日，AMD股价涨4.02%，盘后AMD股价涨超16%。4月1日至5月5日，AMD股价累计上涨74.64%。 不过需要注意的是，算力芯片在午后遭遇较为明显的冲高回落，在连续上涨后市场分歧增加，预计短线存在技术性修正压力，但在充分整理后或仍具冲高动能。 算力租赁概念再度爆发...

现货黄金站上4690美元/盎司，日内涨2.97%。纽约期金站上4700美元/盎司，日内涨2.94%。

智能手机统治了过去十几年的数字生态，它是注意力的黑洞，是我们最私密的随身之物。但手机从设计之初就是为「人盯着它」而生的——它的全部逻辑，都止于屏幕。 AI 的需求却恰恰相反：它需要持续感知物理世界——见你所见，听你所闻，随时在场，而非等你解锁屏幕才醒来。 当 AI 真正成为一种基础能力，它迟早要从屏幕里破壳而出，寻找属于它自己的形状。这将是一个漫长的探索和演化过程。 「AI 器物志」栏目由此而来，爱范儿想和你一起持续观察：AI 如何改变硬件设计，如何重塑人机交互，以及更重要的——AI 将以怎样的形态进入我们的日常生活？ 这是「AI 器物志」的第 11 篇文章。 说起来，你有多久没有尝试把手机接到显示器上了？ 在曾经那个硬件形态百花齐放的「前智能机」时代，我们总希望能够从里面榨取出更多的使用场景—— 无论是展开变成 QWERTY 键盘，还是滑盖变成一台小电脑： 如今智能手机的形态虽然变得单调，但我们实际上从来都没有忘记「把手机变成点儿别的什么形态」这件事。 01 安卓电脑 在最新的 Android 17 Beta 3 中，谷歌就上线了那个传闻已久的「桌面模式」，允许用户将 Pixel 手机外接显示器之后，投屏出一个近似 PC 布局的桌面： 此时再接上蓝牙鼠标和键盘，那么这台 Pixel 9 Pro 在功能性上已经非常接近一台小电脑了，顺便还能运行 Android 应用： 实际上，对于谷歌来说，Android 17 桌面模式其实有个更浅显易懂的名字：ChromeOS 模式。 毕竟两者都是类 Unix 架构，在谷歌推动 GKI 通用内核（Generic Kernal Image）的大背景下，说 Android 正在与 ChromeOS 融合也不为过。 只不过 Android 17 Beta 3 的桌面模式还不是完全体，无论是在功能性还是流畅度上都还有许多优化的空间。 Android 17 中完全没有为显示器优化的通知/控制中心 相比快十岁的三星 DeX 来说，Pixel 桌面模式在 分辨率调整、布局逻辑、交互设计 等等方面还有很多不成熟的地方，现阶段只能算是「勉强能用」。 DeX 已经支持最高 4K 分辨率和类 Windows UI 考虑到谷歌近两年推送新功能的速度， 这套桌面模式在 Android 17 生命周期内可能不会成为正式上架。 或许在今年 5 月的 Googl...

Astera Labs Earns Buy Rating on Strong Q1 Results, Surging Scorpio AI Switch Demand, and Expanding Connectivity Portfolio TipRanks

FCA focuses on marketing, misleading ads, unfair exit fees and people being signed up without their permission The City regulator has launched a review of claims management companies amid concerns that firms are misleading victims of financial scandals, such as car finance, about their compensation. The Financial Conduct Authority (FCA) said some companies were pursuing “aggressive marketing, misleading advertising and unfair exit fees”. Continue reading...

AMD’s AI Outlook Puts CPUs Back In The Conversation Finimize

莎普爱思公告，公司决定终止购买上海勤礼实业有限公司100%股权暨关联交易的事项。本次终止购买股权暨关联交易的事项已经公司第六届董事会第十五次会议审议通过，关联董事已回避表决。终止本次交易事项是经公司审慎研究，并与交易对方协商一致的结果。终止本次交易事项不会对公司现有生产经营活动、财务状况造成重大不利影响，也不会影响公司未来的发展战略，不存在损害公司及全体股东利益的情形。

珍宝岛公告，近日，公司及全资子公司羽迪药业分别参加了全国中成药联合采购办公室组织的全国中成药采购联盟集中带量采购项目（第四批）和全国中成药采购联盟集中带量采购项目（第二批接续），根据全国中成药联合采购办公室发布的《关于全国中成药采购联盟集中带量采购拟中选结果的公示》显示，公司及全资子公司羽迪药业部分产品在本次全国中成药集中带量采购项目中拟中选。

九州通公告，子公司北京京丰制药（山东）有限公司收到山东省药品监督管理局核准签发的《药品GMP符合性检查告知书》。山东京丰的801车间片剂生产线年生产能力为35亿片，主要产品为盐酸二甲双胍肠溶片，适应症为2型糖尿病的治疗。该生产线于2026年3月18日至20日接受检查，符合《药品生产质量管理规范》（2010年版）的要求。此次通过GMP符合性检查，有利于公司保持产品质量和生产能力，满足市场需求。

The S&P 500 (SNPINDEX: ^GSPC) has more than doubled since the current bull market began in October 2022, and the index currently trades near its record high. But the stock market may run into trouble when Kevin Warsh potentially replaces Federal Reserve Chair Jerome Powell in May. Last week, the Senate Banking Committee voted to advance Warsh's nomination to the full Senate, but the vote fell entirely along party lines for the first time in history. Democrats are concerned Warsh will push for unnecessary rate cuts to appease President Trump, who has repeatedly attacked Powell for keeping interest rates "too high." However, investors should be more concerned about Warsh's ambition to shrink the Fed's balance sheet, which could actually put upward pressure on interest rates. That could be bad news for the stock market, particularly because the S&P 500 already trades at a rich valuation. Continue reading

格隆汇5月6日｜格隆汇“美股CPU三雄"之一的AMD(AMD.US)盘前大涨18.6%，报421.34美元，开盘后股价势创新高。消息面上，AMD公布，第一季度营收同比增长38%至102.5亿美元，非GAAP每股收益同比增长43%至1.37美元，均高于市场预期。期内，数据中心部门营收同比大增57%至58亿美元，旗下EPYC处理器与Instinct系列GPU出货持续放量。展望第二季度，AMD预计营收将达约112亿美元(上下浮动3亿美元)，超出市场预期的105亿美元。(格隆汇)

港股收市：恒指漲1.22%，中芯國際漲近6%，阿里巴巴漲超2% 富途牛牛

NPR's Steve Inskeep asks WNBA star Napheesa Collier about the league's new contract with the players and the state of women's sports.

格隆汇5月6日｜纳指科技ETF景顺(159509)将于2026年5月7日开市起停牌，自2026年5月7日10:30起复牌，停牌期间赎回业务照常办理。

Source: Bloomberg, 0:00

格隆汇5月6日｜江波龙(301308.SZ)今日20%涨停，股价创历史新高，换手率9.6%，成交额123.64亿元。龙虎榜数据显示，深股通买入14.73亿元，卖出1.21亿元，净买入13.52亿元；三家机构买入8.45亿元，卖出1.74亿元，净买入6.74亿元。上榜席位全天买入27.83亿元，卖出8.47亿元，合计净买入19.35亿元。(格隆汇)

Federico Luppi/iStock Editorial via Getty Images Ferrari N.V. ( RACE ) released its Q1 results, and we are back to comment on the financials after our Buy Rating upgrade . Our readers know that we have been long on Ferrari, and then after a meaningful valuation reset, we re-enter the equity investment. This was supported by 1) governance visibility with the renewal of the shareholder agreement, 2) continued expansion in lifestyle, and 3) tailor-made car offerings that well support earnings growth. Even with a more conservative multiple, Ferrari was screening as a buy; however, since our rating upgrade, shares have declined by more than 10% (Fig. 1). Author Rating Update Fig 1 Q1 Results and Our Upside Case The company kicked off 2026 with solid results. Ferrari delivered 3% revenue growth (6% at constant FX) to €1.85 billion (Fig. 2). Profitability remained strong with an EBITDA of €722 million and a margin of 39.1%. Going down to the P&L, at first sight, the core operating profit was only up 1% to €548 million compared to Q1 2025. However, Ferrari EBIT was up 8% at constant FX with a margin of 29.7%. EBITDA and EBIT increases were attributable to higher personalization and product MIX (F80 and Special Series). On the other hand, the company reported a higher D&A due to new model launches. At the net income level, the company was negatively impacted by FX headwinds and positively influenced by lower net financial expenses and a lower tax rate. This was attributable to the new Patent Box. This is an Italian tax incentive designed for companies that develop and exploit intellectual property, and companies can apply a "super deduction" of ~110% to R&D costs associated with eligible intangible assets. This is hard to forecast, but we believe it is not a one-off and could provide earnings growth upside. Ferrari Q1 Results in a Snap Fig 2 Why are we positive? The start of the year is usually the weakest quarter. However, the company reported supportive sales and margin pe...

据中央气象台消息，今天（5月6日）14时，今年第5号台风“黑格比”（热带风暴级）在西北太平洋洋面上生成。其中心位于菲律宾马尼拉东偏南方向约2950公里的洋面上，就是北纬8.4度、东经147.3度，中心附近最大风力有8级（18米/秒）。预计“黑格比”将以每小时30公里左右的速度向西偏南方向快速移动，强度变化不大。（央视新闻）

格隆汇5月6日丨伦敦金属交易所（LME）5月6日宣布，中信证券国际的附属公司里昂证券英国已被批准成为交易所第二类会员。LME首席执行官Matthew Chamberlain表示，该公司的加入将加强伦敦金属交易所与中国和亚洲的联通，提升交易所市场满足全球金属市场参与者不断变化的风险管理和投资需求的能力。

格隆汇5月6日｜丰田汽车(TM.US)美股盘前涨2.6%报195美元。消息上，丰田汽车计划在印度兴建三座整车组装工厂。2030年后，其在印度的年产能将增至当前的三倍，达到100万辆。当前各大车企正将发展重心，从中美等增长停滞的市场转向新兴市场。另外，丰田汽车将于美东时间05月08日发布财报。

灿能电力公告，翟宁通过集中竞价于2026年3月3日至3月4日减持74000股，占总股本0.0821%，减持价区间30.02元/股-33.66元/股；姚东方于2026年2月10日至3月4日减持23.1万股，占0.2563%，价格26.12元/股-33.8元/股；刘静于2026年2月26日至4月28日减持37922股，占0.0421%，价格23.11元/股-33.43元/股；减持计划已完成。

广汽集团公告，公司2026年4月汽车产量13.39万辆，同比增长23.28%；本年累计产量52.87万辆，同比增长1.71%。4月销量12.1万辆，同比增长3.88%；本年累计销量50.09万辆，同比增长2.74%。子公司广汽丰田本月产量60501辆，销量56500辆；广汽埃安本月产量37140辆，销量38034辆；新能源汽车本月产量47625辆，销量54605辆。

财联社5月6日讯（编辑 胡家荣） 港股市场延续强势表现，科技股成为领涨主力。截至收盘，恒生指数涨1.22%，报26213.78点；科技指数涨0.80%，报4969.20点；国企指数涨0.80%，报8800.75点。 具体来看，恒生科技指数早盘震荡上行，一度突破5000点整数关口，午后涨幅收窄，整体表现亮眼。 若从指数成份股来看，华虹半导体(01347.HK)、中芯国际(00981.HK)、百度集团-SW(09888.HK)、联想集团(00992.HK)等权重股涨幅均超4%，为指数上行提供强劲支撑。 今日市场 从市场表现来看，存储芯片、半导体、黄金、房地产相关个股领涨，而影视、医药股调整。 存储芯片股受AI利好提振 澜起科技涨近17% 截至收盘，澜起科技(06809.HK)涨16.78%，兆易创新(03986.HK)涨14.48%。 消息方面，韩国综合指数收盘大涨超6%，内存巨头三星电子和SK海力士股价均涨超10%。此前，隔夜美股市场存储芯片龙头表现强劲，美光科技上涨11.06%，市值突破7000亿美元；闪迪股价收涨近12%，市值创历史新高至2000亿美元以上。 半导体股强势上扬 芯智控股涨超28% 截至收盘，芯智控股(02166.HK)涨28.57%，华虹半导体(01347.HK)涨9.33%，中芯国际(00981.HK)涨5.72%。 消息方面，行业基本面持续向好，呈现"头部企业盈利稳固、二线厂商减亏提速"的发展态势。数据显示，寒武纪、摩尔线程等企业一季度营收同比增速均超150%，海光信息单季度营收突破40亿元大关，充分验证国产AI算力芯片行业高景气度。 黄金股多数走强 赤峰黄金涨超11% 截至收盘，赤峰黄金(06693.HK)涨11.14%，灵宝黄金(03330.HK)涨8.21%，紫金黄金国际(02259.HK)涨7.60%。 消息方面，受美伊局势缓和影响，5月6日国际油价高位回落，金价快速拉升，COMEX黄金期货价格成功收复4600美元关键点位。有分析指出，近期黄金在地缘紧张背景下未能显著走强，主要受市场流动性收紧和保证金触发的被动抛售影响，而非基本面转弱，中期支撑因素依然存在。 房地产政策持续宽松 越秀地产涨超8% 截至收盘，越秀地产(00123.HK)涨8.01%，中国金茂(00817.HK)涨7.74%，华润置地(01109.HK)涨6.70%。 消息...

What are the smartest business moves of all time? Amazon 's (NASDAQ: AMZN) decision to expand into cloud services has to rank near the top of the list. Amazon Web Services (AWS) now has an annualized revenue run rate of $150 billion. It generates nearly 60% of Amazon's total operating income. Now, Amazon could be about to have a new AWS-like business on its hands. CEO Andy Jassy told analysts in his company's fiscal 2026 first-quarter earnings call that Amazon Leo, which will soon provide satellite internet services, is "reminiscent of AWS" in some ways. Given AWS's impact on Amazon's stock trajectory, investors should be paying close attention to the company's latest endeavor. Image source: Getty Images. Continue reading