财联社5月6日讯（记者 林坚） 中资券商对于国际化布局的发力点正在增加。记者多方了解到，当前头部券商正加速将国际化布局在移动端APP上有所发力，比如通过自有官方APP持续扩容港股、东南亚等海外市场的行情与资讯服务，强化国际业务的C端渗透，比如 国泰海通 、 中信证券 、中金财富、银河证券、 广发证券 、 中信建投 都有这方面的动作。 与此同时，原在境外有单独国际版APP的券商也在优化服务内容。 比如 华安证券 与香港交易所达成深度合作，成功将港股行情从延时一档升级为实时十档深度行情；国泰海通旗下的君弘APP正提升资讯覆盖、数据深度与产品体验，强化全球买方资产配置核心能力；广发证券重点打造易淘金国际APP客户端，推出AI智能语音下单等对客功能，上线美股期权，和未来针对AI的新业务模块；中信建投在App内上线跨境理财通专区、T0ETF模块，提升境内外一体化服务能力；中金财富计划继续以APP为核心，持续完善国际化内容布局，尤其是全面布局AIGC新质生产力，以及及时将研究团队的海外投研成果转化为APP内容。 有分管财富管理的券商副总也提到，正在讨论落地海外专属财经平台APP，聚焦海外华人用户核心需求，持续扩大全球化服务辐射边界。这类实践已有先见，广发易淘金国际APP正计划搭建本地化资讯推荐体系，重点强化现有核心功能，通过AI提升资讯的生产效率、质量与分发精准度。 在部分受访的网金人士看来，海外市场是未来不少券商角力的重点，移动端APP作为触达全球用户的核心载体，将成为券商国际化竞速的关键一环。中金财富提到，公司对此的战略定位是APP 不只是一个功能载体，而是国际化业务的品牌窗口和服务枢纽。 APP是低成本实现海外业务渗透的抓手 一般券商国际化的核心主要是跨境业务，也重点体现在投行业务，为何此番在APP上加大布局？经过调研发现，主要是需求与战略双重驱动这一趋势的出现。 从市场需求端来看，跨境资产配置的常态化，让行情资讯服务成为投资者的核心刚需，而移动端APP是触达用户最直接的载体。随着沪深港通、债券通等互联互通机制持续完善，境内投资者对港股、美股及东南亚新兴市场的配置需求持续攀升，海外华人投资者对中国市场的关注度亦同步走高，双向跨境投资需求的爆发，催生了对全市场实时行情、本土化资讯服务的海量需求。 多家券商零售业务人士向记者表示，过往跨境投资服务多集中于高净值客户与机构客户，...

博物馆不得征集来源不合法或者来源不明的藏品，征集活动不得有违博物馆职业道德。 由国家文物局修订的《博物馆藏品管理办法》正面向社会公开征求意见，反馈截止时间为5月30日。征求意见稿明确，博物馆应当建立健全公众参与和社会监督机制，通过博物馆现场公示、官方网站等方式，向社会公布藏品资源数据和藏品征集、退出等信息，主动接受社会监督。 博物馆可以通过购买、接受捐赠、依法交换、调拨、移交等法律法规规定的方式取得藏品。取得藏品前，应当组织专业人员对藏品的真伪和价值进行鉴定评估，确定是否符合本馆入藏标准。博物馆不得征集来源不合法或者来源不明的藏品，征集活动不得有违博物馆职业道德。对取得的藏品，博物馆应当在三个月内办理入藏手续，逐件填写入藏（馆）凭证或者清册，对藏品进行核收。 博物馆应当对完成入藏和定级手续的文物藏品、完成入藏手续的其他藏品，及时登入本馆藏品总登记账。不符合入藏标准的复仿制品、模型、非文物教学标本、当代图书资料等，应当相应设立各类辅助账册。藏品总登记账必须以纸质形式永久保存。 经省级文物行政部门批准，并报国务院文物行政部门备案后，文物藏品可以在国有博物馆之间交换。未完成建账、建档手续的藏品，不得交换。国有博物馆将接受捐赠的藏品作交换、调拨处理的，应当按照与捐赠人约定的协议办理；无约定协议的，应当事先向捐赠人说明情况并取得其书面同意。 拟退出的文物藏品应满足一定条件，比如因老化、腐蚀、损毁等原因造成文物藏品无法修复且无继续保存价值等。在对文物藏品作退出处理时，博物馆应当组织5名以上具有文物博物高级职称的专家，对拟退出文物藏品的基本情况、退出理由等进行评估；本馆人员不得担任评估专家。对有1名专家不同意退出的文物藏品，国有博物馆应当立即中止退出程序，并在五年内不得就同一件文物藏品组织退出评估。 征求意见稿还对藏品库房管理、藏品保护利用等做出规定。比如，凡不具备安全防范和消防条件的场所，禁止存放藏品；展厅、修复室等临时存放出库藏品的场所，必须确定专职工作人员和定岗保卫人员负责藏品安全；借用藏品的最长期限不得超过三年；藏品复制、拓印应当遵循少而精的原则，采用先进技术方法，不得对藏品造成损害等。

Onidji/iStock via Getty Images By Min Joo Kang , Senior Economist, South Korea and Japan Government policies absorb some of energy shock South Korea’s consumer price inflation accelerated to 2.6% year-on-year in April from 2.2% in March, matching market consensus but below our estimate of 2.8%. The downside surprise was mainly due to a larger-than-expected drop in food prices. Tough inflation reached a 21-month high in April; government measures such as food vouchers, a gasoline price cap, and freezing utility prices helped limit increases in food and energy. Inflation excluding food and energy stayed at 2.2% for the second month. As expected, energy prices rose the most. Oil and petroleum prices increased by 21.9% YoY, adding 0.84 ppt to overall inflation. Fuel price cap measures reduced energy price hikes, keeping them lower than in other major economies. Also, utility prices, including electricity bills, have now stayed at 0.2% for three months in a row. Meanwhile, fresh food prices dropped 6.1% thanks to shopping vouchers and a high base last year. With recent price surges in chip prices, prices of information processing equipment – such as computers and data storage devices - jumped to 14.5% from 9.6% in March, indicating "chipflation" strengthening. Among services, housing rental prices edged up 1.0%, showing a gradual hike since Jan 2024 (-0.2%). Due to Korea's unique Jeonse rental system, it hasn’t moved quickly. But prices are expected to continue rising in the coming months based on recent market price movements. On top of energy prices, this is a key dynamic to watch. Although the price rise has been gradual, rent has the largest weight among service items, and this is closely related to real estate prices. Public service prices rose 1.4%, with international airfare up 15.9%. Going forward, we expect inflation to rise further despite the government measures, reaching around 3% as early as June. Rental prices are expected to rise further Source: CEIC BoK w...

Arm reports earnings Wednesday as investors focus on its move into data center CPUs, a business shift that could put the chip-design company in competition with some of its own customers.

Entergy ( ETR ) priced its previously announced common stock offering that includes a forward component. The company priced a registered underwritten offering of ~19.25M shares of its common stock at a price to the public of $113.00 per share. The closing of this offering is expected to occur on or about May 7, 2026. The underwriters have a 30-day option to purchase up to an additional 2.89M shares. Entergy expects to enter into additional forward sale agreements with the forward counterparties regarding the additional shares. The company expects to use the net proceeds for general corporate purposes, which may include repayment of commercial paper, outstanding loans under Entergy's revolving credit facility, or other debt. The stock price dropped about 2.4% on Tuesday after market hours. More on Entergy Entergy Corporation 2026 Q1 - Results - Earnings Call Presentation Entergy Corporation (ETR) Q1 2026 Earnings Call Transcript Entergy: Meta Deal Exemplifies Its Strong Growth Profile (Rating Downgrade) Entergy outlines $57B 4-year capital plan as it targets 8.5% retail sales CAGR through 2029 Entergy Q1 2026 Earnings Preview

格隆汇5月6日丨美国与欧洲之间的贸易摩擦不断加剧。有消息称，德国已经开始准备对美国的反制措施。知情人士称，如果特朗普进一步升级贸易和安全威胁，钾肥将成为德国限制美国经济的备选方案之一。美国有90%的钾肥通过进口，而加拿大是美国钾肥的第一大供应商，德国其次。

财联社5月6日讯（记者 徐昊） 当中国汽车出口量位居全球第一、当张雪机车名扬两轮车赛道，全球顶级赛车赛事正在成为中国车企突破品牌天花板、彰显技术实力的新战场。 刚刚落下大幕的2026北京车展期间，比亚迪执行副总裁李柯在接受采访时证实，公司正与国际汽联F1首席执行官多梅尼卡利商讨进军F1事宜，并明确表示此事“切实可行”。 “比亚迪并未局限于单一入局模式，而是在考量多种合作路径，包括自主组建F1车队、成为赛事动力单元供应商，或是以赞助商身份参与其中。”李柯进一步透露。 截至发稿，比亚迪官方尚未对此作出回应，但有知情人士证实了李珂接受上述采访时作出的表态。 早在今年3月，市场便有比亚迪有意进军F1的消息传出。彼时该消息称，比亚迪优先考虑通过收购现有车队快速入局，已宣布2026赛季结束后退出世界耐力锦标赛的Alpine车队，被视为潜在收购对象。 F1，这一全球顶级赛车赛事的规则变革，为中国车企创造了入局契机。2026年，F1迎来赛事近40年来最大规模技术革新——赛车动力单元电能输出占比从约20%升至50%，MGU-K电机功率从120kW增至350kW，取消复杂且与民用车脱节的MGU-H热能回收系统，同时强制使用100%可持续燃料。这一变革让F1从“内燃机主导”转向“油电各半”的混动时代，而电机、电控、电池正是中国车企深耕新能源领域的核心技术优势。 比亚迪将目光锁定在F1这一全球曝光度最高的赛车IP上，若其混动技术能够得到赛道级的验证，则将为其品牌形象和产品技术背书。不过，F1的高门槛也不容忽视。据了解，运营一支F1车队每年需投入数亿美元，初期总投资甚至可能超过10亿美元。同时，技术与经验也是比亚迪作为新入局者所要面临的短板。 与比亚迪聚焦F1不同，长城汽车选择更具备“实用性”的GT赛事与越野赛事。同样在今年北京车展期间，长城汽车超豪BG正式对外发布GF（Great Faith）高性能架构，并宣布计划于2027年推出中国首台符合国际赛事标准的GT3赛车。 “长城将要造中国人自己的第一台GT3赛车。”长城汽车超豪BG CEO宋东先表示。 按照长城汽车的规划，GF高性能架构秉持“先赛道、后民用”的开发逻辑，同步规划了GT3赛车与超级跑车两大产品序列：GT3赛车严格遵循国际赛事标准打造，瞄准全球顶级场地赛事；超级跑车则同源GT3核心技术，搭载以V8为核心的混动四驱系统。 除场地赛，...

在人工智能相关股票需求蓬勃发展的推动下，三星电子（Samsung Electronics）市值突破1万亿美元，成为继 台积电 （Taiwan Semiconductor Manufacturing Co，TSMC）之后第二家跻身这一精英俱乐部的东亚企业。 这家韩国存储芯片巨头的股票周三一度飙升12%至历史新高，助力韩国综合股价指数（Kospi）基准首次突破7000点大关，该指数当日大涨近6%。 其竞争对手韩国芯片制造商SK海力士（SK Hynix）的股票也跃升逾10%，创下历史新高。 此前，芯片股在华尔街隔夜交易中飙升，超威半导体（ AMD ）在盘后交易中上涨约12%，此前该公司预计第二季度收入将好于预期。 三星电子约占韩国综合股价指数权重的四分之一。该股的价值在过去12个月中几乎翻了五倍。 韩国综合股价指数今年涨幅已超过70%，而2025年已上涨了76%——这是自1999年以来的最大涨幅——受到政府推出的市场改革措施的提振。 周三的里程碑为这家电子企业非凡的崛起画上了一个惊叹号，该公司如今正处于人工智能热潮的中心。 三星电子于1969年作为李秉喆（Lee Byung-chul）三星集团的一部分成立，长期以来以廉价家电和电视闻名，近年来其备受欢迎的Galaxy系列智能手机更为人熟知。 但大型科技公司资本支出持续强劲增长的态势，已将存储芯片从周期性的商品业务，转变为全球经济中最具战略重要性的行业之一。 三星及其韩国竞争对手SK海力士，生产英伟达（ Nvidia ）和其他大型科技“超大规模”企业所依赖的高带宽内存（HBM）芯片。 买家正在提前锁定多年的高带宽内存供应，而不那么先进的DRam和Nand存储芯片的价格，也被强劲的需求推高。 这种需求已将三星电子转变为全球盈利最丰厚的企业之一。仅在第一季度，该公司就公布了57.2万亿韩元（合390亿美元）的营业利润，是去年同期数字的逾八倍。 分析师表示，该股可能仍有上涨空间。生命资产管理公司（Life Asset Management）的李采元（Chaiwon Lee音译）表示，三星的12个月远期市盈率为6倍，而台积电为25倍， 美光 科技（Micron）为10倍。 “这表明其股票仍被低估，具有强劲的上涨潜力，尽管存在长期风险，如不断增加的资本支出，以及人工智能支出可能放缓。” 半导体部门的成功也带来了罢工的威胁。如果未能达成...

Zelenskyy rebuked Moscow for what he said was its "utter cynicism" in launching the attacks after Russia announced a unilateral ceasefire over two days later this week. (Image credit: Iryna Rybakova)

据同花顺iFinD数据，沪深京三市成交额超2.9万亿元，较上日此时放量4651亿元，预计全天成交金额约3.3万亿元。截至目前，沪市成交额13106亿元，深市成交额15718亿元，北证50成交额177亿元。

(RTTNews) - Sampo Plc. (SMP0.F, SAMPO-DKK.CO, SAMPO_DKK.CO, SAMPO_SDB.ST, SAMPO.HE), a non-life insurance products and services, on Wednesday, announced that its Board of Directors has approved a share buyback programme.

Next Plc raised its profit outlook as the British fashion and homewares retailer saw robust demand at the start of the year even as costs related to the conflict in the Middle East tripled. Pretax profit is expected to rise to £1.22 billion ($1.7 billion) this fiscal year, Next said Wednesday, slightly higher than its previous forecast. Next plans to mitigate higher costs related to the Iran war including by raising prices — though it doesn’t foresee doing so in the UK. Additional full-year costs are expected to reach £47 million, compared to £15 million it set out in March. Next’s shares have fallen 7.7% this year through Tuesday’s close.

格隆汇5月6日｜摩根大通将潍柴动力H股目标价由40港元上调至52港元，并将潍柴动力A股目标价由38元上调至49元，均维持“增持”评级，因公司转型已经达到可衡量的里程碑，同时该行估值模型计入由2027年起更高质量、更高利润率的盈利组合。报告提到，主要的增量推动因素是利润率。随着人工智能数据中心(AIDC)规模扩大，路线图从备用柴油机扩展至主用燃气发动机和固体氧化物燃料电池(SOFC)，预期公司的电力与能源业务有望在整体利润中占据更大份额。

Massimo Giachetti/iStock Editorial via Getty Images After the bell on Tuesday, we received first-quarter results from AMC Entertainment ( AMC ). The theater company has had a major fight on its hands since the pandemic started to avoid bankruptcy, and investors have seen shares drop significantly as a result. While a strong box office in early 2026 led to some decent quarterly results, the company's troubled balance sheet is leading to massive dilution over time. Previous Coverage of the Name The last time I took a look at this company was back in late February, after which fourth-quarter results had been reported. Revenues met significantly reduced estimates as Q4 movies did not do as well as hoped, leading the company's balance sheet to take another hit. AMC shares have rallied roughly 40% since thanks to a strong Q1 box office, but they remain down about 99% since I went to a sell rating back in the summer of 2022 at a split-adjusted price of more than $211 per share. A Look at the Q1 Results Given fewer calendar days and the ever-present threat of bad weather, Q1 can be the slowest time of the year for movies. This year, however, the period did quite well, with the domestic box office showing nearly 25% growth to over $1.77 billion in total grosses. This was the strongest showing post-pandemic, although the number remains well off the near $3 billion Q1 grosses peak that was seen back in 2017. Despite the strong theater performance, AMC analysts didn't exactly have high expectations going into Tuesday's report. The average revenue estimate of $969 million represented just 12.33% growth over Q1 2025. Thus, I was not very surprised with the company's revenue total of $1.045 billion beating street estimates quite handily. AMC has not missed street estimates on the top line in more than three years, as analysts are usually very conservative here. AMD saw a nice rise in attendance combined with higher ticket prices and an increase in food and beverage revenues per pa...

格隆汇5月6日｜超威半导体(AMD)董事会主席兼首席执行官苏姿丰在2026年第一季度财报电话会上表示，AI推理与智能体应用正重塑算力结构，CPU地位正不断抬升，AMD已进入新一轮高增长通道。

格隆汇5月6日｜中邮证券研报指出，昊华科技高端氟材料驱动增长，在建产能有序推进。2025年公司实现营业收入166.89亿元，同比增长19.49%，实现归属于上市公司股东的净利润14.44亿元，同比增长37.07%。分产品板块来看，高端氟材料板块实现营收99.39亿元，同比增长30.83%，毛利率同比大幅提升8.20个百分点，成为公司核心盈利驱动力。伴随AI服务器及半导体行业强劲复苏，高端电子特气需求大幅上升，公司凭借技术优势在集成电路用刻蚀气等领域持续加速国产替代进程。此外，公司当前在建项目储备丰富，产能陆续释放。

财联社5月6日讯（编辑 潇湘） 沃特世(Waters)一向被视作生物医药上游产业链的”晴雨表“。公司首席执行官Udit Batra当地时间周二表示，尽管部分投资者仍持谨慎态度，但中国正日益成为全球制药行业关键的创新源头。 2026年美国临床肿瘤学会(ASCO)年会将于5月底召开。据悉，此次中国创新药企共13项研究入选全体大会及最新突破摘要(LBA)，创历史新高。 他在一场电视栏目中表示：“从全球范围来看，中国目前基本上已处于全球生物技术行业的领先地位。如今，大型制药公司引进的药物分子中，约有三分之一来自中国。” 沃特世是标普500指数成分股之一，该公司主营液相色谱、质谱及相关化学耗材，服务于医疗保健、环境管控、食品安全、水质监测等领域。对于医药领域的行业研究而言，沃特世通常被视为生物医药上游产业链和实验室设备板块的晴雨表，其业绩表现往往能反映出全球制药企业研发投入的波动。 周二，沃特世公布Q1经调整后每股收益为2.70美元，高于2.31美元的预期。当季营收也超出预期，达到12.7亿美元，而此前预测为12.0亿美元。沃特世股价周二大涨了13.54%。 这一强劲表现主要得益于公司制药业务板块的增长——该业务板块增长了14%，需求遍及大型制药商、合同制造商和中国生物技术公司。 从区域来看，亚洲的增长尤为强劲。 “增长态势广泛，美洲和欧洲均实现高个位数增长(7%-9%)，”Batra在财报电话会议上表示，“亚洲增长了近30%，其中中国增长超过50%。” Batra指出，这一业绩反映了中国医药市场正在发生的深层转变，创新正抵消其他领域的疲软。 “由于价格限制，中国药品市场的仿制药板块多年来一直处于下滑状态，”他指出，“但创新正获得回报。” 随着中国研发出更多创新药物，Batra指出，合同制造商正在迅速扩大规模——不仅生产药品，而且越来越多地负责从发现到开发的整个流程。 “他们正试图打造自己的辉瑞或阿斯利康，”Batra表示。 根据中国国家药监局的数据，今年截至3月27日，中国创新药对外授权交易总额超过600亿美元，接近2025年全年的一半。对外授权交易总额快速增长的背后是我国创新药研发实力和质量，正获得国际认可。

财联社5月6日讯（编辑 胡家荣） 近日港股市场持续反弹，主要指数纷纷突破关键点位：恒生指数站稳26000点上方，恒生科技指数也盘中一度站上5000点大关。 面对港股市场的强劲反弹，投资者最为关注的是：这一轮涨势能否延续？ 港股能否延续“性价比叙事” 中国银河证券指出，港股的“性价比叙事”并未终结，但正从全面估值修复转向结构性防御与左侧布局。当前港股处于“估值有底、外部流动性承压”的矛盾阶段：短期市场或维持震荡分化格局，若中期外部压力缓解，估值修复空间依然可观。 高油价对港股影响喜忧参半。 一方面利好能源等高股息板块，另一方面推升美债利率，压制整体估值。目前，港股相对于美债的性价比已处于历史极低水平，对外资吸引力有所减弱。 要使“性价比叙事”持续，需等待两个关键变量：一是美债利率回落，二是港股盈利预期上修。尽管恒指整体估值并不便宜(PE处于80%历史分位)，但科技、能源等高股息板块仍具结构性估值优势，“性价比”逻辑正从“全面低估”转向“结构性低估”。 投资策略上应把握三条主线 中国银河研报指出，当前需关注三条主线。对于科技板块，建议聚焦 半导体/硬件设备 。前期热门AI概念股已出现明显回调，短期回调压力仍在，建议回避过热标的，等待调整后再布局。AI应用端的Token出海逻辑仍在，5月或有新模型发布，维持关注。 对于创新药板块，ASCO（美国临床肿瘤学会年会）大会临近，配置窗口期仍在，可提前关注业绩确定性高的个股。而高股息/红利资产这块，公用事业同时受益于电力设备出海逻辑，攻守兼备，兼具防御性与成长性。

据知情人士透露，法国奢侈品巨头路威酩轩集团（LVMH）正考虑出售旗下部分时装品牌、美妆品牌和酒类品牌，这是其近 40 年历史上规模最大的一次收缩举措之一，以应对需求低迷的局面。 消息人士称，路威酩轩拟出售的业务包括时装品牌Marc Jacobs、其持有的歌手蕾哈娜旗下美妆品牌Fenty Beauty的股份以及美国葡萄酒生产商Joseph Phelps Vineyards。 这些潜在交易总计可能为该集团带来数十亿欧元的资金，用于再投资其业务，而这还不包括近期一系列的资产剥离。 在过去18个月里，路威酩轩集团已出售了已故设计师维吉尔·阿布洛创立的奢侈街头服饰品牌Off-White、旅游零售商DFS的大中华区业务以及其持有的斯特拉·麦卡特尼同名时装品牌49%的股份。 路威酩轩集团旗下拥有超过75个品牌，业务涵盖高级时装、干邑、酒店和报纸等，此次出售这些业绩欠佳的业务是其成本控制计划的一部分。 该集团正重新聚焦于路易威登和 迪奥 等主要利润驱动型品牌。自2023年以来，随着疫情期间奢侈品市场繁荣景象的逆转，这些品牌的销售额有所放缓。所谓“渴望拥有奢侈品”的消费者可支配收入缩水，以及顶级品牌持续推高价格、突破通胀，共同抑制了市场需求。 伯恩斯坦分析师卢卡·索尔卡表示：“路威酩轩显然正在审视其产品组合，看看哪些产品表现不佳，哪些产品拖累了利润率，因为他们正处于业务压力更大的时期。” 责任编辑：于健 SF069

Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture. (Source: Bloomberg)

騰訊控股(00700)出現大手買入2萬股，成交價$461.8，涉資923.6萬 AASTOCKS.com

騰訊控股(00700)出現大手買入1.98萬股，成交價$461.8，涉資914.364萬 AASTOCKS.com

滴滴出行数据显示，今年“五一”假期异地打车订单较平日上涨33%，租车、充电、加油等需求同步走高。中长途异地出行涨幅领跑，本地出行稳步增加；博物馆打车订单比平日上涨70%，其中石窟寺类同比去年上涨62%。假期中的演唱会、赛事周边订单分别比平日上涨88%、185%；内地游客在港打车订单量较平日上涨超过50%，同时入境用户的打车订单量同比增长67%。

格隆汇5月6日｜美银证券发表研报，中国中免首季核心纯利同比增长21%至23亿元，符合市场预期，但低于该行预测。收入同比增长1%至169亿元，海南销售同比增长28%至126亿元，意味机场免税及线上销售于季内下跌，并逊于该行预期。毛利率同比提升0.6个百分点至33.6%，核心纯利率同比提升2.2个百分点至13.8%。该行下调中国中免2026年每股盈测10%，以反映首季业绩逊预期，中国中免A股目标价由95元下调至85元，相当于预测2026年市盈率35倍，与历史中位数34倍大致相符。该行认为免税销售增长或已于首季见顶，股份难有重估空间，维持“中性”评级。

格隆汇5月6日｜澳大利亚S&P/ASX200指数收盘上涨113.1点，涨幅1.3%，报8793.6点。

J D Wetherspoon Plc issued its third profit warning this year as higher costs eat into pub earnings. “As many hospitality operators, including Wetherspoon, have reported, there have been substantial increases in costs, which may result in profits slightly below market expectations,” Chairman Tim Martin said in a Wednesday statement. The pub operator had already issued two profit warnings this year, citing weaker consumer confidence and rising costs from heftier taxes on hospitality businesses, wage hikes and soaring energy prices. The government announced an £80 million support package for pubs in January. Industry leaders said the U-turn fell short. Barclays analyst Richard Taylor downgraded the stock earlier this year, saying tax headwinds, consumer pressure and cost risks weigh on the investment case.

CHOLTICHA KRANJUMNONG/iStock via Getty Images An Insurer with a Q1 Earnings Miss, While Price Target Raised at BofA Aflac ( AFL ) has been a stock I've covered for a while now, and today's follow-up article comes in the wake of its FY26 Q1 results on Apr. 29th. Although it missed earnings estimates this time, it also had its price target raised by BofA , as another financial site recently reported. The stock is also up 5-8% since my last 2 buy ratings in Jan. 2026 and Nov. 2024 , confirming my prior bullish thesis. What I liked about Aflac, which is known for both life insurance and supplemental health coverage, among other solutions, was its organic growth of insurance policies as well as a proven dividend growth case. This time around, I'll be taking another look at this stock across 7 rating categories to see if my prior thesis stays the same or not. Updated Thesis Continues Prior Bullish View Based on my updated research, my updated thesis continues to support a buy rating even after Q1 results, which actually only strengthened the case further rather than challenged it. As you can see from my worksheet below, some key drivers of this view included performance vs. similar peers, an attractive balance sheet risk (underscored by A-level credit ratings), proven dividend growth, and share price technicals supporting a bullish trend, despite some signs of overvaluation on forward earnings multiples. AFL - rating worksheet (author) Macro Demand and New Sales Can Drive Growth, Which Has Not Been Steady So Far In this first rating category focusing on growth drivers, I rated the stock a hold, as on the one hand it can benefit from macro demand in specific insurance segments and has shown it can achieve organic growth/sales, but it also has not yet shown a proven longer-term steady revenue growth trend. When considering what macro factors could continue favoring this stock, one look at the Aflac website and the type of insurance coverage they offer should point to some c...

寧德時代(03750)出現大手賣出9600股，成交價$661.0，涉資634.56萬 AASTOCKS.com