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格隆汇5月6日丨壁仞科技(06082.HK)涨9.79%，报51.6000港元，股价创历史新高，总市值1258.45亿港元。

格隆汇5月6日｜拜耳(Bayer)周三表示，已同意收购专门从事眼科疾病药物研发的制药公司Perfuse Therapeutics，交易价值最高可达24.5亿美元。拜耳表示，Perfuse的主要候选药物是一种治疗青光眼和糖尿病视网膜病变的实验性疗法，目前正在进行中期临床试验。拜耳表示，将支付3亿美元的预付款，其余款项将取决于能否达成额外的开发、监管和商业化目标。

Adyen press release ( ADYEY ): Q1 Revenue of €620.8M, up 16% year-over-year (“YoY”), or 20% on a constant currency basis. Processed volume was €382.0 billion, up 21% YoY. Digital net revenue reached €349.6 million, up 9% YoY, or 13% on a constant currency basis. Unified Commerce net revenue reached €196.2 million, up 24% YoY, or 28% on a constant currency basis. Platforms net revenue reached €75.0 million, up 35% YoY, or 40% on a constant currency basis. Financial objectives: Net revenue growth: "We expect 2026 net revenue growth of 20 to 22% YoY on a constant currency basis." EBITDA margin: "We expect to increase EBITDA margin levels to above 55% by 2028; we expect 2026 EBITDA margin to remain broadly in line with 2025." Capital expenditure: "We expect to maintain a sustainable capital expenditure level of up to 5% of our net revenue."

当地时间5月4日，中国常驻联合国副代表孙磊大使在联合国第80届联大五委二续会议开幕式上表示，中方高度关注当前联合国维和行动面临的流动性问题，愿以建设性的态度与各方一道，商讨解决办法，帮助秘书处渡过难关。孙磊大使指出，解决流动性危机最直接、最有效的办法，就是所有会员国，特别是最大会费摊款国（美国）足额缴纳会费和维和摊款。改革不能成为不顾实际情况、裁撤维和行动的理由。缴费是每个会员国应尽的财政义务，具有强制性，不可谈判，不能为缴费设置条件，更不能借机给别国对联合国的积极贡献阻挠设障。近日有消息称，美国打算以“缴纳2026年联合国分摊预算的一大部分”为条件，施压联合国实施一系列所谓的“速赢”改革措施，包括设计联合国维和行动的所谓“改革”。（央视新闻）

格隆汇5月6日｜高盛发表研报指，百威亚太首季EBITDA优于市场所忧虑情境，集团层面及亚太西部销量分别按年增长0.1%及1.7%。管理层将重拾集团层面销量增长列为2026年首要目标，当中稳定中国销量为关键焦点。高盛将百威亚太2026至2028年销售预测上调约2%，主要反映汇率更新，其中人民币兑美元升值约5%，部分被韩元兑美元贬值约3%所抵销，销量展望维持不变；纯利预测上调3%至4%，主要反映营运效率优于预期。该行将其目标价由8.5港元上调至8.8港元，评级“买入”。

Taiwan Semiconductor Manufacturing Sees US$67 Billion of Ongoing Construction Industrial Info Resources

澳大利亚总理阿尔巴尼斯6日宣布，该国将投入超过100亿澳元（1澳元约合4.9元人民币）增加国内燃料库存并建造永久性国有燃油储备库，以应对当前及未来的能源短缺冲击。 阿尔巴尼斯当天在记者会上说，这笔对于“燃料安全”的投入，将包含在下周政府提交的年度预算案中，“此举旨在确保澳大利亚人有更多信心确保能源主权，不仅仅是在本轮危机中，还要应对后续（冲击），保护我国能源利益”。(新华社)

(RTTNews) - Bayer AG (BYR.L, BAYRY.PK, BAYZF.PK, BAY.MI, BAYN.DE), a German healthcare and agriculture conglomerate, on Wednesday, announced that it has agreed to acquire Perfuse Therapeutics Inc. for up to $2.45 billion to expand its ophthalmology pipeline.

据同花顺iFinD数据，沪深京三市成交额超3.2万亿元，较上日此时放量4783亿元，预计全天成交金额约3.2万亿元。截至目前，沪市成交额14459亿元，深市成交额17355亿元，北证50成交额197亿元。

格隆汇5月6日｜据港媒，有消息指中国最大国有半导体投资机构“国家集成电路产业投资基金”(又称：国家大基金)正在洽谈领投DeepSeek(深度求索)首轮融资，此次融资可能使DeepSeek估值达到约450亿美元(约3510亿港元)。其他仍在洽谈入股的投资者包括中国科技巨头腾讯，但最终的投资者阵容尚未确定。 两位知情人士透露，DeepSeek创办人梁文峰也可能参与本轮融资，公司文件显示，梁文峰透过个人持股和关联集团持有DeepSeek 89.5%的股份。知情人士表示，鉴于DeepSeek的估值已大幅上涨，梁文峰可能会考虑筹集更多资金，以增加未来投资运算能力的资金储备。 虽然DeepSeek缺乏专注商业化，但投资者仍押注其潜力，带动DeepSeek估值已由几周前开始融资谈判时的200亿美元大幅增长。据一位考虑投资DeepSeek的人士透露，DeepSeek的编码能力在中国名列前茅。 面对美国限制中国获取先进半导体生产设备等技术的努力，中国已启动第三期国家集成电路产业投资基金(简称：大基金三期)。该基金在2024年第三轮融资中，从财政部、地方政府和国有银行募集了470亿美元，其投资方向是半导体设备和材料，而该基金尚未公开支持中国其他任何一家语言大模型(LLM)公司。 大基金主要为几间关键的中国半导体行业公司提供资金支持，其中包括中国规模最大、技术最先进的晶圆代工厂中芯国际 ，以及储存芯片制造商长江存储。

格隆汇5月6日｜中邮证券研报指出，东方盛虹石化新材料销量稳步增长，高端新材料矩阵持续丰富。2025年公司实现归属于上市公司股东的净利润1.34亿元，同比增长105.82%（实现年度扭亏为盈）；2026Q1实现归母净利润14.32亿元，同比增长319.86%，环比实现大幅增长。分业务板块来看，公司依托“油、煤、气”三头并举的原料布局，一体化协同优势持续凸显。在新能源及高端材料领域，公司稳步推进POE等高端聚烯烃产能布局，不断完善高附加值产品矩阵，以强产品力有效对冲传统大宗商品的周期波动风险。公司作为国内头部民营炼化企业之一，持续迭代智能制造水平并深度实践绿色数智化管理模式。

美国总统特朗普5日宣布暂停“引导”霍尔木兹海峡被困船只通行的“自由计划”行动后，伊朗方面分析称，美方宣布暂停相关计划是迫于伊朗的坚定立场和严厉警告，以及美国未能实现该行动的目标。伊朗舆论指出，美国在处理霍尔木兹海峡问题上“屡屡受挫”，美方相关计划带来的结果，包括多枚导弹射向美军护卫舰、美国汽油价格上涨等。（央视新闻）

BlackBerry's successful software pivot is validated by strong earnings, a dominant position in automotive tech, and expansion into high-growth AI markets.

(RTTNews) - Stock markets in Europe are expected to open on an emphatically positive note on Wednesday. Optimism over a potential U.S.-Iran peace deal signaled by President Donald Trump, that has lifted market sentiment globally is expected to be reflected in the European markets

工信部公开征求对《以标准提升引领轻工产品品质革命实施方案（征求意见稿）》的意见。征求意见稿提出，加快急需标准研制和应用。生产端重点聚焦数字化研发设计、柔性化生产制造、设备预防性维护、质量在线监测、供应链协同管理等典型数字化场景建设标准化需求，研究制定数据接口、通信协议等基础共性标准，智能控制、云边协同等关键技术标准和细分行业应用及成效评估类标准。消费终端重点研制基于物联网、人工智能技术等新技术的产品标准和性能测试标准，以标准引领和规范智能家居、智能可穿戴、智能骑行等新产业生态发展。大力推广应用数字化车间、智能工厂、智慧园区等现行标准，加快培育建设一批高水平标准应用试点项目。

格隆汇5月6日丨铁矿石期货主力合约上涨超3%，至每吨817.5元。

格隆汇5月6日｜摩根大通：将AMD(AMD.US)的目标价从270美元上调至385美元。

韩国股市周三飙升近6.5%，延续了此前的涨势，首次突破7300点大关。半导体行业的强劲上涨以及市场对中东和平协议的乐观预期是推动股市走强的主要因素。韩元兑美元汇率也走强。 韩国综合股价指数（KOSPI）当天上涨447.57点，涨幅6.45%，创下7384.56点的历史新高。 美国总统特朗普隔夜宣布，为促成与伊朗达成最终协议，他将暂停护送船只通过霍尔木兹海峡的行动。 韩国综合股价指数（KOSPI）开盘上涨2.25%，首次突破7000点大关，并在交易时段内延续涨势。 近几个月来，该基准股指持续上涨，在1月底突破5000点大关，2月突破6000点大关。 在2月底美伊冲突爆发后，该指数一度大幅下跌，但后来收回了全部跌幅，并在人工智能热潮持续升温以及对重要航道重新开放的预期推动下，一举突破7000点大关。 三星电子股价当天飙升14.41%，收于26.6万韩元，市值突破15万亿韩元，成为继 台积电 之后第二家市值突破15万亿韩元的亚洲公司。 责任编辑：于健 SF069

Earnings Call Insights: Astera Labs (ALAB) Q1 2026 Management View "Astera Labs delivered strong results in Q1 with revenue and non-GAAP EPS above our outlook." (CEO Jitendra Mohan) "Revenue for the quarter was $308 million, up 14% from the prior quarter and up 93% versus Q1 of last year." (CEO Mohan) "Our PCIe 6 business across both AI fabric and signal conditioning was strong in Q1 with revenue expanding to more than 1/3 of our total revenue" and "we have now shipped millions of PCIe Gen 6 ports to date." (CEO Mohan) "Today, we announced the expansion of our Scorpio product line of AI fabric switches for both scale-up and scale-out use cases" and "we are now shipping initial volumes of our new 320 lane Scorpio X with production volumes ramping in the second half of 2026." (CEO Mohan) "Our acquisition of aiXscale Photonics has created immediate design opportunities, and our Israel design center is fully integrated and working with customers on new programs." (CEO Mohan) "Revenue in the first quarter of 2026 was $308.4 million" and "non-GAAP diluted earnings per share for the quarter was $0.61." (CFO Desmond Lynch) "During the quarter, Scorpio X-Series products began shipping in initial production volumes." (CFO Lynch) Outlook "We expect revenue to be between $355 million and $365 million" and "we are expecting non-GAAP fully diluted earnings per share to be between $0.68 and $0.70." (CFO Desmond Lynch) "We expect second quarter non-GAAP gross margin to be approximately 73%. This outlook includes an estimated 200 basis point noncash impact related to a recently executed warrant agreement with one of our customers." (CFO Lynch) Compared with last quarter’s Q1 outlook of "revenues... $286 million and $297 million" and "non-GAAP fully diluted earnings per share... approximately $0.53 to $0.54." (Former CFO Michael Tate, prior transcript) Financial Results "Non-GAAP gross margin for the first quarter was 76.4%" and "non-GAAP operating margin for the first quarter was 36...

Earnings Call Insights: Jazz Pharmaceuticals (JAZZ) Q1 2026 Management View Renée Galá (President, CEO & Director) described “our highest ever first quarter total revenues of $1.1 billion,” and said performance was “driven by the outstanding performance of Xywav, Epidiolex, Modeyso, and Zepzelca.” Renée Galá (President, CEO & Director) highlighted the regulatory setup for zanidatamab in gastric/GEA: “The FDA recently accepted our sBLA for Ziihera under real-time oncology review and granted priority review with a PDUFA date of August 25, 2026,” adding, “We are ready to launch Ziihera in GEA as soon as we receive FDA approval.” Samantha Pearce (Executive VP & Chief Commercial Officer) reported Xywav “net product sales increased 18% to $408 million,” with “approximately 425 net patient adds,” and “approximately 16,600 active patients taking Xywav.” Samantha Pearce (Executive VP & Chief Commercial Officer) said Zepzelca “net product sales increased 60% to $101 million,” driven by “strong uptake in the frontline maintenance setting following FDA approval of Zepzelca in combination with Tecentriq.” Philip Johnson (Executive VP & CFO) said “record first quarter revenue of $1.07 billion” supported “very robust non-GAAP adjusted EPS of $6.34,” and noted guidance was unchanged: “we are reaffirming our full year 2026 revenue and expense guidance, including total revenue guidance of $4.25 billion to $4.5 billion.” Outlook Philip Johnson (Executive VP & CFO) reaffirmed full-year 2026 total revenue guidance of $4.25 billion to $4.5 billion, while cautioning: “we assume competitive dynamics in our sleep business will increase in the second half of the year.” Philip Johnson (Executive VP & CFO) added the company expects “a decline in Xyrem and high sodium authorized generic revenues as generic high sodium oxybates build their volumes over the course of 2026,” and reiterated (as previously discussed by management) “we expect a decline in second-line use of Zepzelca.” Samantha Pearce...

格隆汇5月6日｜工信部公开征求对《以标准提升引领轻工产品品质革命实施方案(征求意见稿)》的意见指出，到2027年，轻工业标准化工作机制更加健全，制修订产品标准、方法标准等200项左右，开展100项左右标准实施情况评估分析和复审，提升标准对新产品、新技术、新模式的适配度。译制轻工标准外文版30项左右，牵头制修订的国际标准占比提升至8%左右，标准国际影响力显著提升。到2030年，基本形成全球领先的轻工业标准体系，标准供给更加有效，全面引领“中国轻工”品牌更稳、更快走向世界。

工信部公开征求对《以标准提升引领轻工产品品质革命实施方案（征求意见稿）》的意见。征求意见稿提出，推广应用家用和类似用途电器的抗菌、除菌、净化功能系列标准、噪声限值标准及质量安全系列标准。研究制定宠物用家电、特殊人群用服务机器人等新产品标准。

Suphanat Khumsap/iStock via Getty Images President Donald Trump said he will pause the U.S. military operation to help stranded ships exit the Strait of Hormuz, dubbed "Project Freedom," for a short period to see if a deal can be reached with Iran. "While the Blockade will remain in full force and effect, Project Freedom (The Movement of Ships through the Strait of Hormuz) will be paused for a short period of time to see whether or not the Agreement can be finalized and signed," Trump posted on Truth Social Tuesday evening. He added that the decision was "based on the request of Pakistan and other Countries, the tremendous Military Success that we have had during the Campaign against the Country of Iran and, additionally, the fact that Great Progress has been made toward a Complete and Final Agreement with Representatives of Iran." Project Freedom started on Monday and aimed to "free up people, companies, and Countries that have done absolutely nothing wrong," Trump said when announcing the operation. The pause on the effort comes following Iranian strikes on the UAE on Tuesday, although U.S. officials insisted that the ceasefire was holding despite the recent escalation. More on oil market Commodities: Trump's 'Project Freedom' Pause Weighs On Oil Prices SPX Realized Skew Inverts As Traders Focus On Right Tail Oil Spikes Rhyme Through Time Oil slips as cease-fire holds, but Hormuz risks keep markets tense Ken Griffin warns prolonged Hormuz closure will spark global recession

格隆汇5月6日｜花旗发表研报指，超微电脑2026财年第三季销售额102亿美元，同比增长121.7%，环比下降19.7%，低于市场预期及公司指引。非公认会计原则每股盈利为0.84美元，同比增长171%，环比增长21.7%，高于指引及市场预期。毛利率环比提升370个基点至10.1%，好过指引及市场预期。公司指引第四财季销售额介乎110亿至125亿美元，高于市场预期的110.7亿美元；非公认会计原则每股盈利指引介乎0.65至0.79美元，亦高于预期的0.55美元。全年收入指引由至少400亿美元，修订为389亿至404亿美元，市场预期则为409亿美元。该行现予超微电脑目标价25美元及“中性”评级。

(RTTNews) - Veolia Environnement VE (VE, VIE.PA, VVD.DE) reported first quarter current EBIT of 971 million euros, up 7.2% from last year. EBITDA was 1.77 billion euros, an organic growth of 5.1%. Revenue was 11.43 billion euros, up 1.0% on a like-for-like basis, and by 2.1% excl

格隆汇5月6日｜韩国股市今日再度大涨，韩国综合指数一度涨7.06%，报7426.6点，再创历史新高；最终收涨6.45%报7384.56点，再创收盘历史新高。韩国综合指数年内累计涨幅扩大至75.23%，继续牛冠全球。 格隆汇“韩国双姝”SK海力士和三星电子今日亦再度齐创历史新高。其中，SK海力士盘中大涨超11%报1614000韩元，再创历史新高，全天收涨超10%，市值突破1100万亿韩元，年内累涨147%；三星电子一度大涨超16%至270000韩元，再创历史新高，全天收涨超14%，市值突破1700万亿韩元，该股年内累涨125%。 分析人士指出，韩国股市的强势大涨是多重利好因素叠加的产物。在全球AI半导体繁荣的背景下，韩国作为核心供应国的地位被显著放大，直接推动了以三星和SK海力士为首的蓝筹股集体狂飙。(格隆汇)

Truist raises AMD stock price target to $478 on AI chip demand By Investing.com Investing.com South Africa