格隆汇5月6日｜科林电气(603050)公告称，公司股票于4月29日、4月30日、5月6日连续三个交易日内日收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动。本次股票交易异常波动期间，陈贺于2026年4月29日以集中竞价方式减持公司4万股股票，于2026年5月6日以集中竞价方式减持公司4.55万股股票；张成锁于2026年4月30日以集中竞价方式减持公司11万股股票，于2026年5月6日以集中竞价方式减持公司46万股股票。上述股东相关减持时间、减持数量等均符合已披露的减持计划。除上述情形外，公司控股股东、其余董事及高级管理人员在本次股票交易异常波动期间不存在买卖公司股票的情况。公司亦未发现其他可能对公司股价产生较大影响的重大事项。

Earnings Call Insights: Revolve Group (RVLV) Q1 2026 Management View “Outstanding execution by our team within a dynamic operating environment led to strong first quarter results and continued market share gains, highlighted by our net sales increasing 16% year-over-year.” (Co-Founder, Co-CEO & Chairman of the Board Michael Karanikolas) “We generated $49 million in operating cash flow... with cash and cash equivalents increasing to $336 million at quarter end.” (Co-Founder, Co-CEO & Chairman of the Board Karanikolas) “Net sales for the quarter were $343 million.” (Co-Founder, Co-CEO & Chairman of the Board Karanikolas) “We achieved these outstanding international results despite a meaningful slowdown in the Middle East that has continued into the second quarter amidst significant geopolitical uncertainty.” (Co-Founder, Co-CEO & Chairman of the Board Karanikolas) “I’m pleased to report that we have successfully tested and recently launched into production... our internally developed generative AI feature... now live on our REVOLVE mobile channel for our vast assortment of dresses and delivering meaningful gains.” (Co-Founder, Co-CEO & Chairman of the Board Karanikolas) “In March, we introduced REVOLVE Los Angeles, our first-ever namesake label... We believe this new collection could expand our market opportunity and create a halo effect on the entire business.” (Co-Founder, Co-CEO & Director Michael Mente) “I am thrilled to share that we have signed a lease for an incredible retail store location in Miami. We expect to open our doors by year-end.” (Co-Founder, Co-CEO & Director Mente) “Net sales were $343 million, a year-over-year increase of 16%... Consolidated gross margin was 52.7%.” (Chief Financial Officer Jesse Timmermans) Outlook “We’re off to an encouraging start with net sales through the month of April 2026, increasing by approximately 14% year-over-year.” (CFO Timmermans) “We expect gross margin in the second quarter of 2026 of between 54.1% and 54.6%.” (C...

全国多省首次连着“五一”放春假，也改变了民众出行节奏，错峰旅客明显增加 【财新网】 中东战争影响传导至“五一”假期出行市场，民航“五一”的航班量、客运量在疫情后首降，不及预期。 交通运输部5月6日数据显示，5月1日至5日，全社会跨区域人员流动总量约15.17亿人次，日均为3.03亿人次，同比增长3.49%。其中，铁路客运总量1.06亿人次，日均为2127.54万人次，同比增长4.6%；民航客运总量1054万人次，日均为210.8万人次，同比下降5.74%。 “五一”假期开始前，交通运输部曾预测铁路、民航假日客流同比都会有接近5个百分点的增长，但民航实际客运量明显低于预期，不仅5日总客运量同比收缩，单日客运量同比去年均为下滑。

据美媒报道，两国即将就一份旨在结束战争的备忘录达成一致。这份协议将包括伊朗承诺暂停铀浓缩活动，美国同意解除对伊制裁并解冻数十亿美元的伊朗资金，以及双方解除对霍尔木兹海峡的限制等 【财新网】 当地时间5月5日晚，美国总统特朗普宣布，美国旨在引导滞留船舶通过霍尔木兹海峡的“自由计划”（project freedom）行动将暂停。特朗普称，美国与伊朗在达成协议方面取得了“巨大进展”，因此这项于5月4日启动的行动将会暂停，但美国对伊朗港口的封锁仍将保持。 “根据巴基斯坦及其他国家的请求、我们在对伊朗的作战中取得的巨大军事成功，以及在达成一份完整的最终协议上与伊朗代表取得的巨大进展，我们一致同意，虽然封锁将保持全面有效，但‘自由计划’（船舶通过霍尔木兹海峡）在短期内将暂停，以观察能否最终达成并签署协议。”特朗普当天在社交媒体“真实社交”上写道。

去年78家上市公司的毛利率超过80%，有30家超过90% 随着A股上市公司2025年年报披露落下帷幕，一份份详尽的财务数据揭示了各行业在过去一年中的盈利状况。在众多财务指标中，销售毛利率作为衡量企业核心竞争力与盈利质量的第一道标尺备受关注。 Wind数据显示,除金融业以外，A股上市公司2025年平均销售毛利率为27.22%，相较于2024年的27.63%，整体微降0.41个百分点。但不同行业间销售毛利率表现天差地别，其中，生物医药、美容护理以其高毛利长期“霸榜”，而煤炭、农林牧渔、建筑装饰、石油石化、钢铁等行业的毛利率则长期垫底。 22家公司毛利率超越贵州茅台 销售毛利率通常是衡量一家公司或一个行业,将原材料或服务转化为利润的能力，一方面，这是企业核心竞争力的量化体现，毛利率直接反映了企业在产业链中的议价能力，高毛利率通常意味着企业拥有技术壁垒、品牌溢价、成本控制优势或独特的商业模式；另一方面，毛利率是净利润的“蓄水池”，若毛利率过低，即便企业极限压缩管理和销售费用，其最终的净利润空间也极为有限。 整体来看，A股上市公司2025年平均销售毛利率为27.22%，相较于2024年的27.63%，整体微降0.41个百分点。有2874家上市公司的销售毛利率同比出现不同程度的下滑，占比53%。 在毛利率排名的头部，有78家上市公司的毛利率超过80%，有30家超过90%。毛利率最高的三家上市公司均为来自医药生物行业的抗癌创新药企，分别为海创药业-U（688302.SH）、首药控股-U（688197.SH）、艾力斯（688578.SH），销售毛利率分别为98.62%、96.93%、96.83%。 其中，海创药业位列A股毛利率榜首，2025年5月，该公司首款自主研发的治疗晚期前列腺癌的1类新药氘恩扎鲁胺软胶囊获得国家药监局批准上市，2025年12月纳入国家医保药品目录。该药品当年取得境内药品销售收入2019.25万元，毛利率高达99.79%。 首药控股主要聚焦国产小分子肿瘤药物的迭代升级与临床突破，该公司的产品仍处于临床研发阶段，尚未进入商业化，2025年度收入主要为技术开发、技术服务及中间体销售收入，其中，技术开发及服务的毛利率也高达99.87%。 艾力斯的核心产品1类小分子靶向药物甲磺酸伏美替尼片去年销售持续放量，此外，戈来雷塞NSCLC二线治疗适应症也于2025年5月获批上市...

Mitsubishi UFJ Asset Management Co. Ltd. Boosts Holdings in Qualcomm Incorporated $QCOM MarketBeat

Mitsubishi UFJ Asset Management Co. Ltd. Purchases 272,068 Shares of Palantir Technologies Inc. $PLTR MarketBeat

Mitsubishi UFJ Asset Management Co. Ltd. Has $715.01 Million Stock Holdings in Oracle Corporation $ORCL MarketBeat

Mitsubishi UFJ Asset Management Co. Ltd. Grows Position in Intel Corporation $INTC MarketBeat

Maplebear (Instacart) press release ( CART ): Q1 GAAP EPS of $0.37 misses by $0.20 . Revenue of $1.02B (+16.0% Y/Y) beats by $10M . First Quarter 2026 Financial Highlights GTV of $10,288 million, up 13% year-over-year. Orders of 91.2 million, up 10% year-over-year. Total revenue of $1,019 million, up 14% year-over-year, representing 9.9% of GTV. Transaction revenue of $733 million, up 13% year-over-year, representing 7.1% of GTV. Advertising and other revenue of $286 million, up 16% year-over-year, representing 2.8% of GTV. GAAP gross profit of $738 million, up 10% year-over-year, representing 7.2% of GTV and 72% of total revenue. Shares -9% PM. More on Maplebear (Instacart) Instacart: The Growth Stalled For Now Maplebear Inc. (CART) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Instacart: GTV Acceleration Makes This A Dip Worth Buying (Rating Upgrade) Maplebear (Instacart) Q1 2026 Earnings Preview Instacart buys grocery tech firm Instaleap

The national and regional media group revealed digital revenues plunged 8.1% in the first three months of 2026.

lovelyday12 Apollo Global Management ( APO ) delivered a Q1 earnings beat, bolstered by strong fee-related earnings and assets under management that exceeded $1T. Management fees, while climbing, fell short of the consensus. Q1 adjusted EPS of $1.94, topping the average analyst estimate of $1.90, fell from $2.47 in Q4 2025 and rose from $1.82 in last year’s Q1. "Our first-quarter results set a strong tone for the year, with record fee-related earnings and assets under management surpassing $1T – a testament to the trust our clients place in us and a reminder of the value we create at scale," said Chairman and CEO Marc Rowan. Apollo ( APO ) stock rose 1.4% in premarket trading. Origination volume decreased to $71B from $97B in the previous quarter. Capital deployment slipped to $103B from $113B. Fee-related earnings increased to $728M, beating the Visible Alpha consensus of $692M, from $690M in the prior quarter and $559M in the year-ago period. Spread-related earnings, excluding notable items, of $719M fell from $865M in the previous quarter and $826M a year ago. Management fees climbed to $952M in Q1 from $942M in Q4 and $770M in Q1 2025. They came in slightly below the Visible Alpha estimate of $954M. Principal investing income sank to $75M from $227M in the previous quarter but jumped from $14M in the year-ago period. Total assets under management of $1.03T, beating the Visible Alpha consensus of $975B, climbed from $938B at Dec. 31, 2025, and $671B at March 31, 2025. Gross inflows fell to $78B in Q1 from $83B in Q4. Dry powder of $74B at the end of Q1 edged up from $73B at the end of Q4. Total expenses of $5.55B dropped from $9.86B in Q4 and rose from $5.06B in Q1 2025. Conference call at 8:30 AM ET. More on Apollo Global Management Apollo's Private Credit Infrastructure Is Heavily Discounted Apollo Global: I'm Downgrading To Buy Ahead Of A Tougher Q1 Apollo Global Management, Inc. (APO) M&A Call Transcript Apollo Global Management Non-GAAP EPS of $1.94 beats by...

G77 nations spend $8tn a year servicing debts, but analysis shows how comprehensive relief could benefit social spending Cutting debt servicing costs for the world’s poorest countries could free up $900bn (£660bn) a year for development, a new report to the UN secretary general has claimed. Prepared by advocacy group Development Finance International (DFI) with the support of the Norwegian government and launched in Oslo today, the analysis warned that the world is facing “the worst ever debt-provoked development crisis”. Continue reading...

高盛对宁德时代的多头持仓比例降至6.35% 富途牛牛

CDW Corporation press release ( CDW ): Q1 Non-GAAP EPS of $2.28 misses by $0.01 . Revenue of $5.68B (+9.2% Y/Y) beats by $190M . CDW Corporation announced today first quarter 2026 results. CDW also announced the approval by its Board of Directors of a quarterly cash dividend of $0.630 per common share to be paid on June 10, 2026 to all stockholders of record as of the close of business on May 25, 2026. More on CDW Corporation CDW Corporation (CDW) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript CDW Corporation: Durable Execution, Fairly Priced, Staying On Hold CDW Corporation: Still Waiting For The Growth Acceleration Catalyst To Come CDW Corporation Q1 2026 Earnings Preview CDW has 'multiple levers' to boost operating leverage: Evercore

五一假期后的首个交易日，A股主要指数高开高走。 上证指数收涨1.17%，深证成指上涨2.33%，科创50收涨5.46%，盘中一度涨超9%，逼近历史高位。 半导体产业链成为全场核心热点方向，存储器、GPU以及算力芯片等细分赛道大面积上涨。 GPU概念股集体爆发，海光信息涨超16%，股价创新高，市值超8000亿元，寒武纪也涨超7%，续创新高。存储器方向同样掀起涨停潮，朗科科技、江波龙、澜起科技、德明利等悉数大幅拉升。 半导体设备ETF招商（561980）大涨3.37%，收盘价再创上市以来历史新高。 据欧洲半导体产业协会（ESIA）报告称，今年一季度全球半导体市场销售额达到2985.5亿美元， 同比增长达到了79.2%。 今日行情，就是一场全球半导体共振。 01 全球半导体共振 早盘，主要芯片股迅速拉涨。最直接的推动来自国内芯片龙头刚刚交出的2026年一季报。 其中，寒武纪2026年一季度实现营收28.85亿元，同比增长159.56%，归母净利润10.13亿元，同比增长185.04%，两项数据均创下历史新高。 芯原股份一季度营收同样同比大增114.47%，其中一站式芯片定制业务收入增长145.90%，量产业务大增219%。 在设备环节，国内半导体设备板块一季度净利润整体同比增长超过60%，以存储芯片为代表的大幅扩产，叠加先进制程设备开始规模化交付。 这说明下游对AI芯片的定制化需求，正在转化为订单流。 以芯原股份为例，芯原年内新签订单达82.4亿元，AI算力相关订单占比91.37%，在手订单已连续十个季度维持高位。 而五一假期期间， 海外半导体公司的集体上涨， 也对国内市场形成了情绪映射。 受益于数据中心芯片的极度紧缺，AMD公布的业绩超预期，给出的下季营收指引也显著高于市场预计。AMD预计，数据中心CPU市场将以超过35%的年增长率扩张，到2030年规模将突破1200亿美元。 截至目前，AMD股价盘前涨超15%，带动费城半导体指数大涨。 紧接着，英特尔也传出AI推理CPU需求激增、与苹果初步探讨代工合作等消息，整个4月股价上涨114%，创下历史纪录，市值一举突破5000亿美元。 韩国市场在假期内同样火热——三星电子股价大涨超过9%，市值触及万亿美元关口。SK海力士涨幅亦超过9%，股价创下历史新高，甚至一度触发韩国KOSPI的期货熔断机制。 沿着产业链往下看， 全球半导体...

Right now, there are five artificial intelligence (AI) cryptos with market caps of $1 billion or more. Two of the best are Bittensor (CRYPTO: TAO) and Render (CRYPTO: RENDER) . Both are now up more than 20% for the year, and both could be ready to skyrocket in value during the next few years. But which of these is worth a place in your investment portfolio? The answer to that question depends on two key factors. When choosing an AI crypto, it's important to get the investment narrative right. At one time, for example, that narrative was all about GPU computing. In other words, the focus was on the enormous computing power required to run high-end AI projects. Continue reading

Blade Air Mobility press release ( SRTA ): Q1 GAAP EPS of $0.03 beats by $0.07 . Revenue of $67.4M (+24.1% Y/Y) beats by $3.73M . Logistics revenue and gross profit grew 32.4% and 29.9% year-over-year, respectively, in Q1 2026, which represents Strata's organic growth Clinical revenue and gross profit sequential growth of 12.7% and 29.2%, respectively in Q1 2026 versus Q4 2025 Q1 2026 net income from continuing operations of $2.4 million Adjusted EBITDA(1) of $6.4 million in Q1 2026 More on Blade Air Mobility Strata Critical Medical: Significant Upside Potential Backed By Robust EBITDA Growth Strata Critical Medical, Inc. (SRTA) Q4 2025 Earnings Call Transcript Strata Critical Medical, Inc. 2025 Q4 - Results - Earnings Call Presentation Strata Critical Medical raises 2026 revenue guidance to $260M–$275M amid 35% organic growth and expanded acquisition strategy Strata Critical Medical surges 21% as Q4 revenue jumps

"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Today's guests: Sam Lynton-Brown, BNP Paribas Markets 360, Macro Strategy Global Head; Cathy Hepworth, PGIM Credit, EM Debt Head; Mike Doustdar, Novo Nordisk CEO; Jeff Currie, Carlyle, Senior Advisor; Marcelo Bacci, Vale CFO. (Source: Bloomberg)

财联社5月6日讯（记者 高艳云） 自精选层平移至北交所近五年的上市公司 *ST云创 （云创数据），因长达四年半的系统性财务造假及涉嫌欺诈发行，遭到监管的严厉查处。 根据监管公布，云创数据由董事长、总经理牵头，多部门协同实施长期造假。监管拟对公司及10名责任人合计罚款1.49亿元。其中，针对非法募资额20%（即6960万元）的罚款比例，远高于以往通常10%的处罚标准。目前，*ST云创已触发“财务类”强制退市情形。 作为*ST云创的第二大股东（持股10.58%）， 通鼎互联 近日发布公告披露这一严峻局面。在2025年已计提1.43亿元税前利润损失的基础上，市场预计公司今年将面临超亿元的公允价值损失。 这一事件不仅标志着监管对财务造假行为的惩处力度已突破历史极值，更深刻折射出当前资本市场加速构建“不敢假、不能假、不想假”良性生态的坚定决心。 一本假账四年半没被穿？ 结合监管披露的信息，*ST云创的退市之路堪称劣迹斑斑，主要涉及以下核心问题： 首先是长达四年半的财务造假。2020年至2024年上半年，*ST云创通过无商业实质业务确认收入，虚增营收和利润。其虚增营收占当期营收的比例从23.09%一路飙升至81.83%，虚增利润总额占当期利润总额的比例最高竟达405.10%。 其次是涉嫌欺诈发行。*ST云创于2021年11月平移至北交所上市，但其2021年7月披露的公开发行文件中已包含虚假的2020年财务数据。上市后的财务造假到了“搂不住”的程度，显然背后不是一般的 驱动力 。 最后是全员参与的“团伙式”造假。从时任董事长张真、总经理刘鹏夫妇的组织安排，到采购、市场、财务、工程等部门负责人的具体执行，甚至包括独立董事和审计委员会召集人的失察，公司上下形成了一条完整的造假链条。 矛头也渐渐指向背后的投行，将被怎样的追责，成为行业关注。 1.49亿元天价罚单 针对上述违法行为，江苏证监局拟对*ST云创及相关责任人开出合计1.49亿元的巨额罚单。其中，对公司罚款7960万元（含非法募资额20%的罚款）；对张真、刘鹏等10名责任人合计罚款6950万元，并对张真、刘鹏采取终身证券市场禁入措施。 云创大数据曾以“与聪明人一起做精彩的事”为企业文化，现实中，一群聪明人却没有做聪明的事。也许正是实控人已有的光环，让市场对其失察。 投行人士指出，此次高达募资额20%的罚款比例，远超以往10%的常...

五星红旗连续两年在斯诺克的最高殿堂——克鲁斯堡剧院，一同与冠军奖杯留下了同框的合影。 北京时间5月5日，吴宜泽在斯诺克世锦赛决赛中打满35局，以18比17击败“魔术师”肖恩·墨菲，夺得个人首个世锦赛冠军。 至此，22岁的甘肃小伙成为史上首位“00后”世锦赛冠军、第二年轻的斯诺克世锦赛冠军，也是继2025年赵心童后第二位问鼎该赛事的中国选手。从2025年的赵心童到2026年的吴宜泽，这标志着中国运动员连续两年称霸斯诺克的最高殿堂。 如同2025年的赵心童一样，吴宜泽这个名字的声量瞬间从克鲁斯堡剧院回荡至中国大地。各大媒体的头条报道以及社交媒体的热搜话题，都在为中国斯诺克再次登上最高殿堂欢呼雀跃。而这一次的主角，是比赵心童（1997年4月出生）更年轻的吴宜泽。 如果说去年赵心童的夺冠，还没有具备足够的说服力体现中国斯诺克的实力，那么今年吴宜泽在克鲁斯堡剧院一路闯关的经历，则成为了中国斯诺克球员蜕变的痕迹。要知道，在本届世锦赛之前，吴宜泽还没有在克鲁斯堡剧院品尝过胜利的滋味。 事实上，如果让我们回顾过去的2025/26赛季，中国球员已经拿下了多个关键赛事的冠军——2025年8月的世界斯诺克武汉公开赛，肖国栋以10比9险胜英国选手加里·威尔逊夺得冠军；同年11月在南京举办的斯诺克国际锦标赛，吴宜泽在决赛中以10比6战胜苏格兰名将约翰·希金斯捧起冠军；2026年2月在英国特尔福德举行的斯诺克球员锦标赛，赵心童在决赛中以10比7击败约翰·希金斯夺得冠军...... 当中国球员能够稳定在多个大赛夺得冠军时，那么当以赵心童和吴宜泽为代表的中国球员最终在世锦赛笑到了最后时，也不足为奇了。 从丁俊晖、赵心童再到吴宜泽，属于中国斯诺克黄金时代的大幕正在徐徐展开。 中国球员的黄金时代 这是一个属于中国斯诺克球员的黄金时代。 在斯诺克全球版图当中，中国运动员已经占据了相当大的权重。透过今年的世锦赛参赛名额占比我们就可以直观和清晰地感受到。 赵心童、丁俊晖、吴宜泽、肖国栋和斯佳辉以世界排名直接晋级世锦赛，加上从资格赛突围的张安达、范争一、贺国强、雷佩凡、庞俊旭和周跃龙，由11人组成的中国斯诺克军团向本届世锦赛发起了冲击。 中国斯诺克球员在32强中占据了历史新高的11席，这一数字仅次于13席的英格兰。这背后反映了目前世界斯诺克版图的分布情况——英格兰深厚的传统底蕴与中国的全面崛起。 过去丁俊晖的...

US stocks closed at a record high for the second day in a row, lifted by optimism the Iran war is drawing to a close and by bullish results from chipmaker Advanced Micro Devices Inc. AMD surged 19% , the most since October, after a flood of AI data-center spending buoyed its sales forecast. Oil slid after Axios reported that the US and Iran were nearing an understanding to end the war. The S&P 500 Index rose 1.5%, with nine of 11 sectors in the green, led by industrials and tech. With oil slumping, energy stocks saw the biggest declines, falling 4.1%. The Nasdaq 100 Index gained 2.1%, also closing at a record, while West Texas Intermediate crude oil retreated about 7% to around $95 per barrel. News the US and Iran were circling around a fresh proposal to end the war buoyed sentiment. President Donald Trump, in remarks to PBS, said the war had “a very good chance” of ending, and it’s possible a deal can be reached before his visit to China next week. Still, shipping companies remained wary about sending vessels through the Strait of Hormuz. AMD, the leading challenger to Nvidia Corp. in AI computing chips, was among top S&P 500 gainers. An upbeat outlook from the second-biggest maker of computer processors positioned the sector for further advances after semiconductors and memory stocks helped propel the S&P 500 to a record close on Tuesday. “The big picture takeaway is that the AI trade is alive and well,” said Jack Janasiewicz , a portfolio manager at Natixis Advisors. He highlighted rising earnings-per-share and net margin estimates while stock multiples were holding steady. Highlighting the breadth of the rally, the S&P 500 equal-weighted index also closed at a record. This year, nine of 11 S&P 500 sectors are rallying, led by a 27% advance for energy stocks and 14% gains for materials and industrials. Only financials and healthcare are down for the year. The Philadelphia Semiconductor Index, known as the SOX, also ended the day at an all-time high. Other chips s...

格隆汇5月6日｜WTI原油期货跌幅扩大至13%，报88.921美元/桶。布伦特原油期货跌幅扩大至11%，报97.549美元/桶。消息面上，伊朗称将确保船只安全通过霍尔木兹海峡。

刚刚，波士顿动力又放出了一段Atlas的新demo。 demo中的Atlas机器人完成了一套高难度体操动作，比如倒立，双臂支撑，腰马合一，非常流畅。 据悉，这是波士顿动力新一代的Altas人形机器人，也就是2026年初CES展示的量产版本。 它具备： 56个自由度，关键关节支持360°旋转 身高6.2英尺(约1.9米)，体重198磅(90公斤) 工作温度区间-20°C到40°C IP67防尘防水 全身只用两种独特规格的执行器，以压低成本和复杂度 一条肢体可以在5分钟内替换完毕 评论区有不少网友直呼这动作非常厉害。 当然了，和中国机器人比起来，还是差了些。 然而，就在最新demo火出圈的同时，关于波士顿动力公司上市前夕领导层变动的消息也开始流传。 更离谱的是，有消息称，Altas月产量仅4台…… 量产版Altas 据悉，这次demo里的新版Altas是年初在CES上展示的量产版本的第一次公开亮相。 定位上，这代Atlas主打企业级应用，能够执行从物料搬运到订单履行等多种工业任务。 在此前放出的视频demo中，Atlas已经在汽车工厂里跑起了搬运流程，而且执行速度相当不错。 根据官方博客，这代量产版的核心设计思想是「功能大于形式」。 与不少竞争对手拼命让机器人看起来像人不同，波士顿动力反而在往「超人类」方向走，头部、腰部、髋关节都能360°旋转，做出人类做不到的姿势。 正如开头的demo里，Atlas可以用极其反人类直觉的方式转动手臂、肩膀和头部。 早在CES曝光时，不少人的第一反应是「有点渗人」，但这恰恰是设计目的。 在具体的硬件细节方面，根据博主the humannoid hub的推文，Atlas全身只用了两种规格的执行器，左右臂完全相同，左右腿也完全相同。 零件种类大幅减少，既方便规模化生产，也方便现场维修，坏了直接换一整条胳膊就行。而且每个模块可以独立迭代，不需要动其他部分的设计。 Atlas是四指抓手，三根手指加一根对拇指，指尖和手掌都有触觉传感。 这个配置是在三指和五指之间做了取舍，波士顿动力认为四指是工业场景下可靠性和灵活性的最优解。 散热方案也值得说一下。整台机器人只有一个风扇，装在头部，给计算模块降温。 所有执行器全部靠被动散热，散热鳍片直接做进了机器人的外壳里，外壳本身就是散热器，通过增大跟空气接触的导热面积来散热。 这让Atlas运行时非常安静，也...

Welcome to Going Private , I’m Sinead Cruise and this is Bloomberg’s twice-weekly newsletter about private markets and the forces moving capital away from the public eye. Today, we look at the public market alternatives some money managers are offering jittery BDC backers, and what some of the industry’s biggest names had to say at the 2026 Milken Institute Global Conference . But first we explore some sobering regulatory opinions on private credit’s biggest flaws. If you’re not already on our list, sign up here . Have feedback? Email us at goingprivate@bloomberg.net Doom loop The world’s top financial watchdog has a bone to pick with the private credit industry. In fact, it has plenty. The Financial Stability Board has laid out a litany of “vulnerabilities ” in the $1.8 trillion sector, spotlighting rising leverage, valuation blind-spots and increasing reliance on private credit ratings. While many of its critiques are familiar, the supervisor tasked with thwarting the next industry crisis has drawn fresh attention to potential “circles of risk” in the booming market for synthetic risk transfers that it said could endanger major banks and insurers. In an SRT, banks offload the credit risks of a pool of assets to investors, who effectively insure the loans against default. Private credit funds fueled by investor capital and bank leverage are among the most prolific buyers of SRTs, followed by pension funds and insurance firms with relentless hunger for yield. “There is a question to what extent banks are investing in private credit funds or other NBFIs that, in turn, invest in banks’ SRTs,” the FSB said in a report on Wednesday. “Banks may provide funding to these funds or NBFIs, such as loans or repos, which could increase their leverage,” the supervisor warned, outlining a scenario in which a private credit fund’s SRT investment “ultimately becomes a risk for the bank providing the funding.” Lenders, mostly from Europe and North America, issued $41 billion of SRTs...

EVE (NYSE:EVEX) executives on the company’s first-quarter 2026 earnings call highlighted progress in flight testing for its full-scale engineering prototype, ongoing certification work with regulators, and a strengthened liquidity position that management said should fund operations through 2028. E

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