阿里巴巴美股盘前涨超5%，百度涨超7%。

國際期油價格顯著回吐，紐約期油曾下挫大約一成。不過，有分析指出，中東戰事期間全球石油庫存急速消耗。短期供應緊張及回補庫存的需求，將令油價維持在相對高的水平。 據美國政治新聞網站Axios報道，美國和伊朗即將達成協議，以結束戰爭。地緣緊張局勢降溫，令國際油價顯著回調。不過，有分析擔心供應短缺的問題，短期未能紓緩。 高盛發表報告指出，受伊朗戰事影響，全球石油及油品庫存快速下降，估計目前全球石油總庫存量相當於約101天全球需求量，是近八年來低位，預計到五月底有機會進一步降至98天。 有分析認為，霍爾木茲海峽仍處於斷航狀態，全球原油供應缺口持續，即使戰事結束，未來出現的回補庫存需求，可能令油價維持高企一段時間。 獨立市場策略師何啟聰說：「問題是短期你真的沒有油出，航道仍然是受阻，大家又正消耗油的話，短期價格會一直維持在這個水平，至到第三季逐步逐步地，各個油國家可能要補充油(庫存)，可能會維持相對高水平。」 美國石油協會公布，上周原油庫存減少814萬桶，減幅多過市場原先的275萬桶。汽油庫存減少610萬桶，減幅亦多過預期的170萬桶。

國際期油價格顯著回吐，紐約期油曾下挫大約一成。不過，有分析指出，中東戰事期間全球石油庫存急速消耗。短期供應緊張及回補庫存的需求，將令油價維持在相對高的水平。 據美國政治新聞網站Axios報道，美國和伊朗即將達成協議，以結束戰爭。地緣緊張局勢降溫，令國際油價顯著回調。不過，有分析擔心供應短缺的問題，短期未能紓緩。 高盛發表報告指出，受伊朗戰事影響，全球石油及油品庫存快速下降，估計目前全球石油總庫存量相當於約101天全球需求量，是近八年來低位，預計到五月底有機會進一步降至98天。 有分析認為，霍爾木茲海峽仍處於斷航狀態，全球原油供應缺口持續，即使戰事結束，未來出現的回補庫存需求，可能令油價維持高企一段時間。 獨立市場策略師何啟聰說：「問題是短期你真的沒有油出，航道仍然是受阻，大家又正消耗油的話，短期價格會一直維持在這個水平，至到第三季逐步逐步地，各個油國家可能要補充油(庫存)，可能會維持相對高水平。」 美國石油協會公布，上周原油庫存減少814萬桶，減幅多過市場原先的275萬桶。汽油庫存減少610萬桶，減幅亦多過預期的170萬桶。

格隆汇5月6日｜迪士尼(DIS.US)盘前直线拉升，现涨超8%。消息面上，迪士尼第二季度调整后每股收益1.57美元，预估1.51美元；营收251.7亿美元，预估248.7亿美元。

财联社5月6日讯（记者 夏淑媛） 财联社记者初步统计，除中英益利资产管理股份有限公司（以下简称“中英益利”），以及2025年12月开业的友邦保险资管、荷全保险资管外，截至发稿，35家保险资管公司已披露2025年财报。 其中，除2025年9月才开业的保德信资管外，其余34家保险资管均有可比数据。2025年，34家保险资管公司合计实现营业收入483.43亿元，同比增长14.87%；合计实现净利润218.97亿元，同比增长18.44%。整体来看，2025年保险资管公司业绩普涨，共有22家机构营收、净利双增，仅有8家机构上述两项指标呈现同比下滑。 此外，35家公司首尾业绩分化，头部效应显著。其中，国寿资产、泰康资产、平安资产营业收入分别为82.5亿元、79.26亿元、50.07亿元，3家公司净利润均超过30亿元，持续位居市场前三。 天职国际金融业咨询合伙人周瑾在接受财联社记者采访时表示，保险资管公司的业务依托其保险公司股东的资金运用发展起来，尽管各家公司的第三方业务占比存在差距，但内部资金都会对保险资管公司的业绩产生重大影响。因此，绝大部分保险资管公司的业绩都与股东的保险业务表现呈现出高度的正相关。2025年，保险业 保费 呈现较好的增长势头，且头部保险机构的市场份额还在提升，保险资金运用余额持续攀升，受益于资本市场的表现，投资收益率也交出了亮眼的成绩，因此这些头部险企旗下的保险资管公司也在营收和利润上呈现出良好的业绩表现。 在首都经济贸易大学教授、博士生导师范庆泉看来，保险资管公司2025年营收与利润的双增长，主要得益于两方面的核心驱动：一方面，在监管放宽权益市场限制以及寿险行业分红险业务扩容的背景下，资产端的配置需求显著增加，促使更多保险公司选择将资金委托给专业的保险资产管理公司进行代理；另一方面，保险资管公司自身也在积极发力第三方业务，通过大力吸引 银行 资金、 养老金 等外部资金，不仅有效扩大了资产管理规模，也进一步增强了收益的弹性。 展望未来，周瑾表示：“随着外资保险资管公司的不断加入，将为国内市场带来全球配置能力和穿越周期的经验，这对于国内保险机构应对利率下行和转型挑战具有一定的借鉴价值。” 35家保险资管营收成绩出炉：平安资产重回市场第三，合众资产、华夏久盈等同比增速下滑 2025年，保险资管公司营收同比上涨近15%，34家机构合计入账484.43亿元。 值得...

Bernstein Keeps Their Buy Rating on Apple (AAPL) The Globe and Mail

First Capital Real Estate Investment Trust press release ( FCXXF ): Q1 operating FFO per unit of $0.35, representing YoY growth of 7.6%. Same Property NOI growth of 6.3%, excluding bad debt expense (recovery) and lease termination fees Lease renewal lift of 16.4% on strong leasing volume Total portfolio occupancy of 97.2%, representing an increase of 30 basis points year-over-year. More on First Capital Real Estate Investment Trust First Capital Real Estate Investment Trust (FCR.UN:CA) Choice Properties Real Estate Investment Trust, KingSett Capital Inc. - M&A Call - Slideshow First Capital Real Estate Investment Trust (FCR.UN:CA) M&A Call Transcript First Capital Real Estate Investment Trust (FCR.UN:CA) Shareholder/Analyst Call Transcript Historical earnings data for First Capital Real Estate Investment Trust Dividend scorecard for First Capital Real Estate Investment Trust

恒光股份公告，持股5%股东湘江产业投资有限责任公司减持计划期限届满，2026年3月6日至2026年4月28日通过集中竞价减持215.02万股，减持均价27.62元/股，占公司总股本1.95%。此前其拟在2026年2月5日至2026年5月4日合计减持不超330万股即2.99%。减持后持股550.98万股，占5.00%，减持前为766万股，占6.95%。

ST萃华公告，公司于近日收到中国证券监督管理委员会下发的《立案告知书》（证监立案字0022026006号），因公司未按规定披露定期报告，根据《中华人民共和国证券法》《中华人民共和国行政处罚法》等法律法规，中国证监会决定对公司立案。

More on CVS CVS Health: A Diversified Income Play With Improving MA Rate Visibility For 2027 CVS Health's Discounted Buying Opportunity Is Here - Robust Fundamentals And Secure Dividends CVS Health Corporation (CVS) Presents at Leerink Global Healthcare Conference 2026 Transcript CVS Non-GAAP EPS of $2.57 beats by $0.36, revenue of $100.4B beats by $5.38B CVS earnings in focus as investors watch cost trends, margins

Hut 8 Mining press release ( HUT ): Q1 Net loss was $253.1 million, compared to $134.3 million in the prior year period. Revenue of $71.02M (+225.8% Y/Y) misses by $8.37M . More on Hut 8 Mining Hut 8 Pre-Earnings: What To Expect From Q1 2026 Hut 8: Why The River Bend Expansion Justifies A Buy Rating Why Investors Are Betting On Hut 8 Despite A $248M Loss Hut 8 Mining Q1 2026 Earnings Preview Bitcoin surge above $80K fuels rally in cryptocurrency-linked stocks

BLND SC 13G/A及美國證券交易委員會申報文件 Yahoo 財經

阿里巴巴美股盘前涨超5%，现报139.05美元。

记者从中铁十二局集团了解到，近日，随着首榀32米高铁箱梁稳稳架设在桥墩上，漳汕高铁广东段重点工程山家特大桥进入架梁施工阶段。漳汕高铁全线建成通车后，将与福厦高铁、广汕高铁等共同组成沿海大通道，进一步完善区域路网结构，助力东部沿海地区高质量发展。(新华社)

格隆汇5月6日｜越南电动汽车生产商VinFast正式在菲律宾推出VF MPV 7车型。

Vertical Aerospace (NYSE: EVTL) is an emerging player in the still-nascent electric vertical take-off and landing (eVTOL) aircraft industry. The England-based company went public through a merger with a special purpose acquisition company (SPAC) in December 2021 and has seen rocky trading since its public debut. The company's share price is down roughly 98% since the completion of its SPAC merger. Vertical Aerospace announced last month that it completed its first two-way piloted transition flight with its eVTOL craft . On the other hand, the business is still in a pre-revenue state -- and relatively high operating costs could present challenges for investors. While it's still too early to say the company won't find some successes in the eVTOL space, there's a real risk of the stock going to $0 per share. Image source: Getty Images. Continue reading

研奥股份公告，截至2026年5月6日，控股股东一致行动人长春研奥同人投资合伙企业（有限合伙）已完成此前披露的减持计划，于2026年4月8日至2026年4月30日通过集中竞价减持41.83万股，减持均价28.3元/股，占公司总股本0.5322%，占剔除回购专用账户股份后总股本0.5356%；减持后持股降至37.17万股，占公司总股本0.4729%，占剔除回购专用账户股份后总股本0.4759%。

格隆汇5月6日｜有媒体援引消息人士透露，尽管产量下降，印度目前暂无限制食糖出口的计划，因为糖价保持稳定，表明需求疲弱已抵消部分供应缺口。印度是全球仅次于巴西的第二大食糖出口国。此前印度允许糖厂出口159万吨食糖，押注产量将超过国内需求。但由于主要种植地区甘蔗单产下降，当前产季产量预计将连续第二年低于消费量。有关厄尔尼诺天气可能扰乱今年季风降雨的预测，也增加了下一产季产量低于初步预估的风险。这些因素引发市场猜测，认为印度可能收紧食糖出口。不过消息人士称，印度政府认为供应依然充足，因此没有必要限制出口。其中一人表示：“我们已仔细评估当前情况，并考虑了最新产量预估，结论是现阶段没有必要限制食糖出口。”

迪士尼公布第二季度财报显示，营收251.68美元，同比增长7%；调整后每股收益1.57美元，同比增长8%。

According to a recent SEC filing , IFC Advisors LLC increased its stake in Angel Oak UltraShort Income ETF (NASDAQ:UYLD) by 88,758 shares during the first quarter of 2026. The estimated transaction value was $4.5 million, based on the average closing price for the quarter. Angel Oak UltraShort Income ETF (UYLD) is an exchange-traded fund designed to deliver enhanced income with low interest rate risk, targeting investors who want more yield than cash or money market accounts without venturing far out on the duration curve. IFC Advisors' decision to increase its UYLD position by roughly 39% -- from 225,155 shares to 313,913 shares -- is a meaningful move. At roughly 2.3% of AUM, UYLD isn't a core holding, but this purchase shows IFC leaning into capital preservation and income generation amid an uncertain rate environment. Continue reading

Wallenius Wilhelmsen ASA press release ( WAWIF ): Q1 Earnings per share of $0.38. Total revenues were $1,253M (-3.3% Y/Y). EBITDA ended at $381M (-18% Y/Y). More on Wallenius Wilhelmsen ASA Wallenius Wilhelmsen ASA (WILWY) Shareholder/Analyst Call - Slideshow Wallenius Wilhelmsen: Things Looking Up In 2026 Wallenius Wilhelmsen ASA 2025 Q4 - Results - Earnings Call Presentation Historical earnings data for Wallenius Wilhelmsen ASA Dividend scorecard for Wallenius Wilhelmsen ASA

格隆汇5月6日｜另类资产管理公司阿波罗全球管理在第一季度录得创纪录资金流入后，资产管理规模突破1万亿美元，同时公布的业绩也超出华尔街预期。公司在当地时间周二的声明中表示，经调整净利润同比增长8%，至12.1亿美元，合每股1.94美元，高于市场分析师给出的1.88美元平均预期。

迪士尼美股盘前涨超5%，现报106.03美元。迪士尼第二季度调整后每股收益1.57美元，预估1.51美元；第二季度营收251.7亿美元，预估248.7亿美元。

At a House Armed Services Committee hearing on April 30, Defense Secretary Pete Hegseth confirmed that Bitcoin (CRYPTO: BTC) is, in some way, important to the national security of the U.S. When asked whether the U.S. is securing a strategic advantage over China in the cryptocurrency, Hegseth said that "a lot of the things we are doing, enabling it or defeating it, are classified efforts that are ongoing inside our department, which do provide us a lot of leverage in a lot of different scenarios." This is the first time that a sitting defense secretary has framed Bitcoin as an instrument of exerting national power. It's difficult to overstate how important this development is for investors, so let's unpack what we know and what it means. Image source: Getty Images. Continue reading

记者从中国航空工业集团特种飞行器研究所获悉，5月6日，我国首批自主培养的4名飞艇驾驶员获得由中国民用航空局颁发的商业驾驶执照，正式持证上岗。这标志着我国飞艇商用驾驶员自主培养实现从无到有的突破，为飞艇产业自主可控发展及低空经济高质量发展奠定坚实基础。此次获得商业驾驶执照的4名驾驶员，分别来自客户单位和研制单位。培训严格遵循中国民用航空局批准的培训大纲，构建理论、模拟、实操全链条课程，学员驾驶国产“祥云”AS700载人飞艇完成400余次起降训练，顺利通过考核。(新华社)

Utz Brands press release ( UTZ ): Q1 Non-GAAP EPS of $0.15 beats by $0.01 . Revenue of $361.3M (+2.6% Y/Y) misses by $0.63M . Adjusted Gross Profit Margin expansion of 210bps. Adjusted EBITDA increased 6.2% to $47.9 million. Cash Flow Used in Operations was $12.2 million Adjusted Free Cash Flow increased to $(25.9) million Net Leverage Ratio improved and decreased 0.4x to 3.6x. Fiscal Year 2026 Outlook The Company will benefit from a 53rd week in the fourth quarter of 2026. Guidance has indicated the impact of the 53rd week, where appropriate. The Company is reiterating all aspects of 2026 guidance. For the fiscal year 2026, the Company continues to expect: Organic Net Sales growth of 2% to 3%, assuming a flat Salty Snacks category at midpoint, led by continued Branded Salty Snacks growth, particularly the Power Four Brands. This metric excludes the 53rd week We expect that the 53rd week will benefit Reported Net Sales by approximately $20 million in the fourth quarter of 2026 Productivity savings of approximately 4% of Adjusted COGS Adjusted EBITDA growth of 5% to 8% and Adjusted EBITDA margin expansion, led by Adjusted Gross Margin expansion fueled by strong productivity cost savings and improved product mix. This metric includes the 53rd week We expect that the 53rd week will benefit Adjusted EBITDA by approximately $3 million in the fourth quarter of 2026 Adjusted EPS decline in range of 3% to 6% vs. estimated of -5.73% Y/Y , driven primarily by higher depreciation and amortization of approximately $13 million, higher interest expense, and a higher tax rate, the impact of these three items equating to approximately 12 cents We expect that the 53rd week will benefit Adjusted EPS by 2 cents in the fourth quarter of 2026 Adjusted Free Cash Flow in the range of $60 and $80 million Adjusted Free Cash Flow is defined as Cash Flows From Operating Activities less Capital Expenditures Plus Net Sales of Property and Equipment The Company also continues to expect: An effec...

Bio-Techne ( TECH ) declares $0.08/share quarterly dividend , in line with previous. Forward yield 0.56% Payable May 29; for shareholders of record May 18; ex-div May 18. See TECH Dividend Scorecard, Yield Chart, & Dividend Growth. More on Bio-Techne Bio-Techne Corporation (TECH) Presents at Leerink Global Healthcare Conference 2026 Transcript Bio-Techne Corporation (TECH) Presents at TD Cowen 46th Annual Health Care Conference Transcript Bio-Techne Q3 2026 Earnings Preview Most oversold mid-cap healthcare stocks on Wall Street amid Middle East disruptions Seeking Alpha’s Quant Rating on Bio-Techne

小米集團－Ｗ(01810)出現大手買入25.06萬股，成交價$30.76，涉資770.846萬 AASTOCKS.com

Disney earnings beat estimates as new CEO outlines growth strategy Reuters

格隆汇5月6日｜迪士尼第二季度调整后每股收益1.57美元，预估1.51美元；营收251.7亿美元，预估248.7亿美元。迪士尼盘前涨超4%。