Oil slumped for a second day after Axios reported that the US and Iran are getting close to a one-page memorandum of understanding to end the war. Brent fell as much as 7% to $102.22 a barrel in London, while West Texas Intermediate lost up to 7.7%. Axios said the memo, which would include both sides lifting restrictions on the Strait of Hormuz, hasn’t yet been agreed and the US sees Iran responding within 48 hours. President Donald Trump said earlier in a Truth Social post the US would pause an effort to escort ships through the Strait of Hormuz to see if a deal can be reached with Iran. “Great Progress” has been made on a final agreement to end the war conflict, he added. Pakistan Prime Minister Shehbaz Sharif, the mediator in Iran-US talks, said in a post on X that he is “hopeful that the current momentum will lead to a lasting agreement that secures durable peace and stability for the region and beyond.” China’s Foreign Minister Wang Yi urged Iran to keep negotiating in pursuit of a lasting truce with the US, as he hosted Tehran’s top diplomat just days before Trump is scheduled to arrive in Beijing. Crude has climbed by about 50% since the conflict started at the end of February, cutting off hundreds of millions of barrels of Persian Gulf oil from global markets. Flows through the critical chokepoint are now constrained by a double blockade, with Tehran obstructing shipping while the US is stopping vessels from accessing Iranian ports. Earlier, Secretary of State Marco Rubio told reporters at the White House that “Operation Epic Fury is concluded,” 66 days after the US and Israel began bombing Iran. “We achieved the objectives of that operation,” he said. On Tuesday, Washington played down the prospect of a return to active war, with Defense Secretary Pete Hegseth confirming the truce that began just under a month ago is still in place. Meanwhile, General Dan Caine, the chairman of the Joint Chiefs of Staff, said attacks by Iran on vessels in the Persian Gulf a...

格隆汇5月6日｜过去几天，日元多次出现剧烈波动，再度引发市场对日本当局干预汇市的猜测，不过穆迪分析的Stefan Angrick表示，现在断定原因仍为时尚早。他指出，与上周相比，近期汇率波动整体没有那么剧烈，“而对于上周的情况，我们可以相当有把握地认为存在外汇干预。”他表示，市场仓位变化也有可能导致了这些波动，但如果日本政府确实出手干预，其操作规模可能更小、针对性更强。将干预行动分散至数日进行，可以让日本当局能够把这些操作描述为同一次行动的一部分，目的是遏制无序交易。这种解释可能对日本当局有帮助，因为原则上，实行浮动汇率制度的大型经济体并不应干预外汇市场。

欧洲央行执委Piero Cipollone表示，随着伊朗战争将经济状况拖离欧洲央行的基线情境，欧元区借贷成本上升的可能性正在增加。 “当前局势似乎正偏离我们3月份的基线预测，这增加了我们可能需要调整政策利率的可能性。”这位意大利官员表示。“如果持续，当前的冲击可能会对我们的中期通胀目标以及欧元区的经济前景产生重大影响。” 不过，他强调，与2022年上次价格飙升时相比，欧洲央行目前所处的立场更为稳固，提供了评估事态发展的时间。他还警告称，在及时将通胀率降至2%的过程中，不应给经济带来“不必要的成本”。 “无论设计得多么精明审慎，针对能源供给侧冲击的货币和财政应对措施都代价高昂，”被视为管委中最鸽派成员之一的Cipollone周三在米兰发表讲话时表示。 欧洲央行在上周维持借贷成本不变后，已暗示将在6月的下次会议上考虑加息。斯洛伐克的Peter Kazimir表示，此举“几乎不可避免”，市场也持相同看法。然而，其他政策制定者则表现得更为谨慎。 战争引发的能源冲击已将通胀率推升至3%，且可能进一步攀升。与此同时，这可能使该地区刚刚萌芽的经济复苏脱轨。在中长期内——这也是官员们主要关注的领域——其后果尚不明确。 到目前为止，几乎没有迹象表明能源价格上涨会产生所谓的第二轮效应。欧洲央行周三早些时候发布的欧元区薪资增长指标尚未显示2026年下半年工资增长出现令人担忧的加速态势。 “我们正密切关注通胀预期可能脱离锚定或经济动能可能中断的迹象，”Cipollone表示。“迄今为止，中期通胀预期仍保持稳固锚定，核心通胀指标也仍接近我们的目标。” 责任编辑：何云

RBC Capital raises Astera Labs stock price target on AI demand Investing.com Canada

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据美国媒体6日报道，两名美国官员及另外两名知情人士透露，白宫认为，与伊朗接近达成一份一页的谅解备忘录。该备忘录旨在结束战争，并为更详细的核问题谈判设定框架。(新华社)

行业两级分化加剧。 药店行业从2024年第四季度出现的闭店潮还在持续，根据中康数据，2025年全国药店净减少2.2万家。 药店行业在洗牌过程中呈现两级分化趋势，中小药店加快被淘汰出局，而龙头连锁药店靠着运营效率提升，利润正在得到修复。 龙头利润在修复 A股8家上市连锁药店企业中，2025年归属于上市公司股东的净利润呈现同比上涨的共有6家企业，仅有老百姓（603883.SH）、第一医药（600833.SH)这两家企业同比下滑，分别同比下降26.44%、64.59%；而在2024年，板块内曾多达6家企业归属于上市公司股东的净利润同比下滑。 到了2026年第一季度，归属于上市股东的净利润出现同比下滑的，仅剩漱玉平民(301017.SZ）一家，同比下降59.58%。 从药店出清结构来看，合规能力不足、专业化水平较弱的中小连锁和单体药店承压、陆续出清。根据中康数据，2024年四季度至2025年三季度净减少的近2万家门店中，中小连锁（前30以外的连锁药店）和单体药店占比84.5%。 曾几何时，药店行业利润的增长，主要依靠规模扩张，药店数量开得越多，赚得越多，但这一黄金法则现难以再奏效。 从A股上市连锁药店企业看，有一半的企业2025年门店数量净减少，其中老百姓、一心堂净减少的门店数量分别达到302家、386家。 面对行业的低迷，在过去的2025年，上市连锁药店企业不约而同将运营管理重心调整为提升存量门店效率。 一心堂2025年、2026年第一季度均呈现营业收入下降但归属于上市公司股东的净利润增长的局面，其中2025年、2026年第一季度的营收分别同比下降3.69%、6.99%；归属于上市公司股东的净利润分别同比增长130.80%、9.83%。 公司在4月29日的电话会议上解释称，这主要得益于零售业务稳健、毛利率提升、风险业务出清、费用精细化管控。 益丰药房2025年、2026年一季度归属于上市公司股东的净利润增长率均高于营收增长率。 益丰药房在4月22日的电话会议上表示，2025年以来，公司以提升经营质量为导向，通过门店网络优化、门店员工精准定编以及降本增效各项举措的积极推进，实现了经营业绩的持续增长。 一些企业也在充分利用AI推进降本增效。如大参林依托AI算法搭建门店、仓库智能补货系统，公司2025年已完成全国绝大部分门店及仓库的推广应用，实现门店全经营目录缺货率下降50%，...

NVIDIA Corporation $NVDA Shares Sold by Private Trust Co. NA MarketBeat

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交易员称，如果美元兑日元升向5月6日高点157.94，对冲基金将寻求在现汇市场做空该汇率，市场预期日本财务省可能会在该水平附近进行干预。 交易员指出，美元/日元走势表明，财务省周三在该水平附近进行了干预。 美元/日元跌1.3%，此前一度下跌1.8%。 部分信息来自熟悉交易情况的外汇交易员，因无权公开发表评论而要求匿名。 责任编辑：何云

$Amazon (AMZN.US)$ Continue to hold Moomoo

据香港交易所披露，高盛对宁德时代新能源科技股份有限公司 - H股的多头持仓比例于2026年4月30日从7.7%降至6.35%。

Key PointsKevin Warsh (President Trump's nominee) is on track to replace current Federal Reserve Chair Jerome Powell in May.

财联社5月6日讯（编辑 卞纯） 如果历史可以作为指引，美股半导体板块的投资者们眼下或许是时候警惕起来了。上一次美股半导体板块这么猛，是在2000年互联网泡沫破灭前夜。 据道琼斯市场数据， 周二，被誉为全球半导体行业“晴雨表”的费城半导体指数（SOX）创下自 2000年3月9日以来最强劲的 25 天滚动涨幅。在此期间该指数累计上涨超过50% 。 经历过互联网泡沫的投资老兵们或许永生都不会忘记那个日子：仅一天之后（也就是3月10日），纳斯达克综合指数触及互联网泡沫时期的收盘高点。 而在随后的三年里，该指数市值蒸发了约80%，整整花了15年才收复全部失地。 费城半导体指数追踪30家在美上市、覆盖半导体全产业链的龙头公司，是全球半导体景气度的核心晴雨表。 该指数追踪的半导体公司包括芯片巨头英伟达和博通，芯片设计公司Arm Holdings，以及眼下炙手可热的存储芯片制造商美光科技。不到两周之前，该指数突破一万点整数大关。 自本轮牛市开启以来，半导体板块一路走高。起初，板块涨幅主要由一只股票驱动：即AI芯片霸主英伟达。但此后上涨行情开始全面蔓延。近期，就连英特尔、高通这类此前表现落后的个股也大幅上涨。 道琼斯市场数据显示，在过去的25个交易日里，费城半导体指数中的每只股票涨幅都在14% 或以上。表现最好的三只股票——英特尔、高速数据中心芯片研发商默升科技（Credo Technology）和芯片设计公司Astera Labs涨幅均超过 100%。 人工智能建设关键零部件（如存储芯片）出现供应瓶颈，促使华尔街分析师大幅上调各类半导体设计和制造公司的盈利预测——不仅仅是那些制造用于训练顶级AI模型的复杂GPU 的公司。今年一季度亮眼的财报业绩，进一步巩固了投资者对半导体板块的看多情绪。 华尔街警报声响起 包括摩根大通前首席策略师Marko Kolanovic在内的多位华尔街资深人士警告称，芯片股以及更广泛的AI相关股票看起来已经严重超涨。 电影《大空头》主角原型、曾精准预言2008年美国次贷危机的投资大佬迈克尔·伯里本周早些时候在Substack平台发文表示，他买入了更多与iShares半导体ETF（该ETF追踪SOX指数）挂钩的看跌期权。 伯里表示，这批看跌期权将于2027年1月到期。

格隆汇5月6日｜据彭博引述消息称，另类资产管理公司Blue Owl Capital旗下数据中心公司Stack Infrastructure考虑出售亚洲资产，对应有关资产估值逾300亿美元。报道指公司正与潜在顾问讨论部分或全数出售在澳洲、日本及马来西亚的资产，有关考虑目前属初步且未有最终决定。

人工智能能力建设国际合作之友小组（人工智能之友小组）专题会议5日在联合国总部举行。中国常驻联合国代表傅聪和赞比亚常驻联合国代表莫莱博共同主持会议。中国科技部副部长陈家昌、中国科协党组成员罗晖出席会议并致辞。 傅聪表示，人工智能之友小组成立以来，通过务实项目合作推动数字化转型、能力建设。中国将继续坚持以人为本、多边主义、力求实效，推动人工智能普惠向善、惠及全球。 莫莱博强调，应促进人工智能普惠公平，服务全球南方发展优先事项。联合国数字和新兴技术特使吉尔呼吁在人工智能国际合作中构建政策、科学和能力建设三大支柱。 陈家昌表示，中国坚持走开源开放的人工智能创新之路，加快构建普惠全球的技术创新生态，为国际社会搭建交流互鉴平台。 罗晖表示，中国科协愿同各方共同打造多元共赢的人工智能能力建设开放生态，助力全球南方平等参与智能化发展进程。 来自50多个国家和国际组织的120多名代表参加了本次会议。中外专家分享了人工智能赋能工程能力、深空运算、国际合作前沿成果与实践经验。各国代表高度评价人工智能之友小组在人工智能能力建设领域的积极作用，希望进一步搭建合作框架、采取务实举措，确保人工智能普惠向善。(新华社)

人工智能公司 Anthropic 首席执行官 达里奥・阿莫代伊 表示，无法顺应人工智能浪潮完成转型的 SaaS（软件即服务） 企业，或将走向覆灭。 阿莫代伊在 Anthropic 举办的 金融服务专题峰会 上，与记者安德鲁・罗斯・索尔金、 摩根大通 CEO 杰米・戴蒙对话时发表了上述观点。 索尔金先是向戴蒙提问：随着人工智能发展，软件行业企业将面临何种格局变化，随后又向阿莫代伊提出了同样问题。 阿莫代伊回应称，企业再也不能依靠自身软件的复杂壁垒构筑护城河、抵御竞争对手。 “如果一家企业的竞争护城河只是‘我们的软件架构复杂、开发门槛高，只有我们能做，别人无法复刻’，这种优势正在彻底消失。” 阿莫代伊表示。 他补充道：“当下整个 SaaS 老牌巨头群体最终走向如何，还存在很大不确定性。但个体 SaaS 企业 市值缩水、陷入破产、彻底倒闭 的可能性极大，最终结局取决于企业自身的应对转型。” 阿莫代伊认为：“现有行业龙头中，有一部分能清晰意识到传统壁垒正在瓦解，果断战略转型，未来发展反而会更上一层楼；但也有部分企业视而不见、毫无准备，最终将被时代突袭，陷入艰难困境。” 不过部分分析师认为，SaaS 企业更大概率会将 AI 融入自身服务，以此满足客户需求、守住市场。 例如 微软 在 Office 365 全系产品中搭载 AI 助手 Copilot； 谷歌 则在谷歌办公套件中嵌入 Gemini 大模型。 其他企业也纷纷跟进。ServiceNow 于周二宣布，将推出一款对标 OpenClaw 的 AI 智能代理产品。 但转型并未让这些企业躲过 SaaS 行业估值崩盘潮 ： ServiceNow 年内股价下跌 39%，云数据平台 Snowflake 大跌 35%，汤森路透跌幅达 28%。 微软同样受到软件板块抛售潮拖累，同时市场质疑其能否满足激增的 AI 算力需求，公司股价年内已下跌 15%。 责任编辑：郭明煜

乳制品行业的增长逻辑正在发生改变。 经历了两年多的深度调整后，中国乳制品行业在2025年触底企稳。 记者注意到，2025年液奶下滑的趋势有所放缓，但在品类和渠道的创新推动下，伊利、蒙牛、新乳业等头部乳企的业绩恢复增长，与中小区域乳企的差距进一步拉大，行业增长逻辑也在发生改变。 行业分化加速 2025年乳制品行业下滑的趋势仍在持续，尼尔森IQ数据显示，2025年国内乳制品全渠道消费整体下滑8.6%。但从2025年业绩看，头部乳企的业绩指标正在转好。 财报显示，伊利股份（600887.SH）2025年实现营业总收入1159.3亿元，同比增长0.1%，归母净利润115.7亿元，同比增长36.8%。蒙牛乳业（02319.HK）全年营收822.5亿元，同比下降7.3%，归母净利润回升至15.5亿元，扣除一次性资产减值因素后，经调整归母净利润为39.6亿元。新乳业（002946.SZ）全年营收112.3亿元，同比增长5.3%；归母净利润7.3亿元，同比大增36%。 业绩会上，伊利集团董事长潘刚表示，虽然全球政治和经济不确定性给市场恢复节奏带来一定影响，但行业最难的时候已经过去。蒙牛集团总裁高飞也认为，中国乳业正在筑底企稳，复苏态势明确。 相比之下，区域乳企仍未走出调整，处于营收和净利双降的困境。华南区域乳企燕塘乳业（002732.SZ）2025年营收15.9亿元，同比减少8.5%，归母净利润5762.5万元，同比减少43.9%，下滑幅度较上年有所放大。江西区域乳企阳光乳业（001318.SZ）的情况也类似，营业收入和归母净利润都下滑了8%以上。 从2026年第一季度财报看，头部乳企的业绩表现也好于中小区域乳企。 在业内看来，分化背后除了南方乳企本身原奶成本较高外，也与头部乳企对中小区域乳企的挤压有关。燕塘乳业在财报中称，全国各乳制品企业均将华南视为战略高地，通过本地化建厂、规模化生产构建成本优势，并在华南发起高频促销攻势，市场空间被进一步压缩。 头部乳企调整增长逻辑 由于国内乳企以液奶产品为主，液奶的持续下行给乳企带来较大压力。记者注意到，2025年头部乳企已经找到应对方案。 年报显示，2025年伊利和蒙牛的液态奶收入依然有所下滑，但通过个性化和差异化的创新产品，液奶的降幅已有所收窄，而新增量主要来自奶粉、奶酪、成人营养等新赛道。 常温液奶的下滑尚未完全缓解，但低温业务增长较快...

格隆汇5月6日｜香港交易所信息显示，贝莱德在海尔智家H股的持股比例于04月30日从6.97%升至7.20%。

Harel Insurance Investments & Financial Services Ltd. Purchases 2,945 Shares of Oracle Corporation $ORCL MarketBeat

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RBC Capital raises Astera Labs stock price target on AI demand Investing.com India

RBC Capital raises Astera Labs stock price target on AI demand By Investing.com Investing.com South Africa

今天（5月6日）下午，据多家韩国媒体消息，伊朗驻韩国使馆表示，一艘韩国船只5月4日在霍尔木兹海峡地区爆炸起火一事“同伊朗无关”。此前，事发后，美国总统特朗普曾称是“伊朗攻击了韩国船只”。(CCTV国际时讯)

格隆汇5月6日｜根据TrendForce集邦咨询最新AI产业研究，由于多数北美主要云端服务供应商(CSP)近日再度上修2026年资本支出指引，以回应强劲的AI需求，TrendForce集邦咨询上调全年美系Google（谷歌）、AWS（亚马逊云科技）、Meta、Microsoft（微软）、Oracle（甲骨文）以及中系ByteDance（字节跳动）、Tencent（腾讯）、Alibaba（阿里巴巴）、Baidu（百度）等九大CSP，合计资本支出预估至约8,300亿美元，年增率也从原本的61%提升至79%。

Thawatchai Chawong/iStock via Getty Images OneSpan ( OSPN ) reported 1Q26 results. The company continues to show consistent subscription growth, and Digital Agreements had a very good quarter, with double-digit revenue growth and a large margin expansion. Cybersecurity was also up, but most of the growth seems to have come from acquisitions, and profitability fell materially. The call also had interesting information about the general "SaaSpocalypse" fear around software names. OSPN products are sold based on usage, which makes the AI disruption risk lower than in many other software categories. Coming to valuation, for a company that has traded at a growth valuation at times, the problem is that growth has not arrived. For three years, OneSpan has struggled to prove that it can grow. The valuation now is no longer demanding, at roughly 10x earnings power, especially considering the high margins, net cash balance, and exposures. Still, I would not consider it cheap. I maintain a Hold rating, although with more constructive optimism than in previous quarters . 1Q26 Results The quarter was in line with OneSpan's long-term trend. Subscription revenues continue to grow across both segments, but this growth is offset by declining hardware and legacy maintenance revenues. The best part of the quarter was Digital Agreements. Revenues grew 10%+ YoY. More importantly, operating income increased from ~$3.5 million to ~$5.5 million, with operating margins expanding 9 pp to 30%+. This is the company's star business. Cybersecurity was more complicated. Revenue grew only 2% YoY to ~$49 million. Subscription revenue grew, but hardware and maintenance revenue declined by a similar amount. The issue is that Cybersecurity benefited from two acquisitions: NOK NOK last year and Build38 in 1Q26. In the call, management said organic ARR growth was about 7/8% for the segment. That implies maybe $8 million to $9 million of incremental ARR per year, or around $2 million per quarter, the sam...

AMD Stock Beats Q1 Estimates as Data Center Revenue Hits Record $5.8B TIKR.com

Trading of Indian derivatives on the nation’s biggest bourse slumped last month by the most since curbs started in late 2024 as higher taxes aimed at cooling the options market took effect. The average daily notional turnover sank 26% in April from March for futures and options on the National Stock Exchange of India Ltd. to 217 trillion rupees ($2.3 trillion). That was the biggest drop since December 2024, with the turnover reaching its lowest in more than a year. Trading of index contracts plunged 34% and 31%, respectively, after rising in recent months. The Indian government unveiled in February a proposal to increase taxes on equity derivatives in a broader effort to curb excessive speculation that’s hit retail investors with billions of dollars in losses. The higher levies, implemented on April 1, sharply raised the threshold for high-frequency and arbitrage strategies to be profitable, in a move to nudge the market toward longer-term activity. “The increase in transaction costs is beginning to bite, especially for short-term traders who rely on tight spreads,” said Maurya Ghelani , a derivatives strategist at Kai Securities in Mumbai. “You’re seeing a recalibration of strategies rather than an outright exit, but volumes are clearly adjusting lower.” Also read: High-Speed Traders Face Profit Squeeze After India Tax Hike It didn’t help that two key expiries in April coincided with market holidays . Meanwhile, at rival bourse BSE Ltd. , which handled about one-third of index options trading last month, the average daily notional turnover for derivatives jumped 20% to 269 trillion rupees . The central bank is also tightening oversight, and upcoming measures are likely to impact derivatives trading further. One of them will force firms to use cash as collateral for proprietary trades, something that will hamper the leverage that has been driving the market. Prop firms are responsible for about 50% of equity-options turnover and one-third for equity futures. “Liquid...

BlackJack3D/iStock via Getty Images Anthropic, a potential gap in portfolios that is closeable today To invest in Anthropic ( ANTHRO ), you most likely need venture capital access, accredited investor status, or a seat at the table during a fundraising round. The KraneShares Artificial Intelligence and Technology ETF ( AGIX ) had just that. AGIX was able to invest in Anthropic (directly on its capitalization table) during a fundraising round. Now, public market investors can gain exposure to one of the most talked about private companies of 2026, Anthropic, as a holding in our AI ETF, AGIX. What Is Anthropic? Anthropic is an AI safety and research company best known for Claude, its family of large language models (LLMs). Founded in 2021 by former OpenAI researchers, Anthropic has grown into one of the most valuable private technology companies in the world, building AI systems designed to be safe, reliable, and commercially deployable at scale. How AGIX Was Able To Invest In Anthropic In February of 2025, KraneShares’ AI ETF, AGIX, added direct exposure to Anthropic. At that time, Anthropic was not well known to many investors, especially when compared to OpenAI. However, since AGIX invested in Anthropic at a $61.5 billion valuation 1 , it has arguably become a fixture in AI-related headlines. Currently, AGIX has a 2.91% allocation to Anthropic. 2 Even though this may not seem significant, it has actually been a notable driver of performance. Since adding exposure to Anthropic and xAI (now SpaceX), this private exposure has directly led AGIX to outperform its own public market benchmark by over 10%. 3 Why AI ETF AGIX Invested In Anthropic Anthropic has emerged as a core building block of the global AI ecosystem. Anthropic has developed impressive large language models and AI agents that power use cases from enterprise productivity to software development. For many portfolios, however, the ability to invest in Anthropic directly has been missing, creating a gap in ex...