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截至2026年05月06日，全球最大的白银ETF iShares Silver Trust持仓量为15058.15吨，较前一个交易日持平。

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据分析机构The Kobeissi Letter统计，在美东时间周三凌晨3点40分左右，近1万份原油空头合约在没有重大新闻的情况下突然出现。这笔订单的名义价值相当于9.2亿美元，对于美国凌晨交易时段来说“大得异常”。大约1个小时后，近来活跃在美伊谈判爆料一线的“阿克西奥斯新闻网”发布报道称，美国正接近与伊朗达成一项结束战争的谅解备忘录，引爆原油市场的全面重挫。The Kobeissi Letter计算称，到美东时间早晨7点，油价下跌超12%，那一批可疑的原油空单浮盈超过1.25亿美元。

Earnings Call Insights: Devon Energy (DVN) Q1 2026 Management view Clay Gaspar (President, CEO & Director) said Q1 execution “beating on production and capital” translated into “$816 million of free cash flow,” with “oil to 387,000 barrels per day” and “capital spending” coming in “6% below the midpoint” of guidance.

Monty Rakusen/DigitalVision via Getty Images SuperX AI Technology Limited ( SUPX ) still hasn't reported any new results, as its smaller profile and being a foreign issuer mean that it furnishes this disclosure semi-annually. But they continue to sign deals to partner with suppliers and with customers for

Earnings Call Insights: Timken (TKR) Q1 2026 Management View CEO Lucian Boldea framed Q1 as an acceleration in execution and portfolio actions, saying, "Our financial performance is strong, and we are pleased to have achieved double-digit earnings growth and margin expansion in the

The unmanned aircraft can drop off 100 parcels a day within a 12km radius of Amazon's hub.

纽约期金站上4700美元/盎司，日内涨0.32%。

For nearly a century, the Guardian has been challenging and delighting its readers with these puzzles. Here’s to 30,000 more Late in 1928, the Guardian made plans to give its readers a weekly cryptic puzzle. At the time, crosswords were considered a waste of time; other newspapers campaigned against them as a distraction keeping the working man from his duties, but the cryptic was different. Continue reading...

Striker reflects on the ultimate high with Leicester and the role of the self-titled ‘Inbetweeners’ in his success “I was just a little freak in the works.” Jamie Vardy is reflecting on his career with the usual levels of self-deprecation and pondering whether anyone could possibly board the same rollercoaster. “It’s not the common way of doing things, is it? I don’t think it will probably happen again, but it did happen for me and it was hard work. It really was tough, but all worth it.” Humour has always been a preferred Vardy tool for removing the sting from a serious point. He is speaking to mark a new documentary about his rise, which brought him from warehouse work making walking frames and crutches to scarcely credible levels of Premier League success. Continue reading...

美國總統特朗普在上月出席白宮記者協會晚宴期間遇槍擊，據報疑犯動機可能跟伊朗戰爭有關。 一名槍手在上月25日，闖入華盛頓希爾頓酒店，當時特朗普夫婦、多名內閣官員，還有傳媒正出席白宮記者協會晚宴，期間傳出槍聲。 特朗普在特工掩護下離開現場，事件中沒有人受傷，31歲疑犯艾倫被捕，被控企圖刺殺總統等罪名。路透社引述國土安全部的評估報告，指艾倫早前在社交網站，多次批評特朗普政府，有關驅逐非法移民，應對伊朗及俄烏戰事的政策，當局不排除他犯案動機，跟美軍打擊伊朗有關。

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Dell, AMD Pace 18 Top Performers Joining IBD Lists Of Best Stocks To Buy And Watch Investor's Business Daily

(RTTNews) - The South Korea stock market has finished sharply higher in back-to-back sessions, skyrocketing almost 800 points or 11 percent in that span. Now at a fresh record closing high, the KOSPI sits just above the 7,380-point and it's got a positive lead again for Thursday'

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The breakwater stretches out to sea from the sprawling Kaohsiung port in southern Taiwan. Normally, it’s crowded with massive tankers ferrying liquefied natural gas from Qatar to be stored in the bulbous white tanks that dot the shoreline. These are not normal times, though, and not a single shipment from Qatar has docked at the Yongan terminal since early March after the Strait of Hormuz was shuttered. The suspension has provided a realistic preview of a potential Chinese blockade, a move that would throttle an economy anchored by the world’s most advanced and power-hungry semiconductor industry. It is a stark reminder of the energy dependency and constant threat facing the democratically governed island, which Beijing views as its territory and has vowed to eventually claim — by force if necessary. Taiwan currently imports around 96% of its energy, with LNG accounting for roughly half its overall power generation. Unlike coal or oil, the gas is difficult to store, and Taiwan maintains just an 11-day reserve. That leaves little margin for error; according to war games by think tanks, a maritime blockade could exhaust Taiwan’s energy within weeks. “We are learning something from this war,” Chen Chung-hsien, Deputy Director General of the Energy Administration, said in an interview, adding that Taiwan is aiming for energy self-sufficiency by 2034. “We need our own energy.” For now, Taiwan is avoiding a crippling fuel shortfall with expensive supply from the spot market, paying more than double the price of long-term contracts. The government says it has secured enough LNG until July. Officials and industry leaders are scrambling to shore up energy security in the meantime. Yet the factors that made Taiwan an economic powerhouse — its highly successful technology industry and concentration of AI-driven chipmaking by Taiwan Semiconductor Manufacturing Co. — are also the ones making it vulnerable. At stake is not just domestic stability, but the world’s chip supply, a v...

ALK陽性肺癌患者出現腦轉移的機會高。有醫生指，現時第三代標靶藥能在五年內有效控制腦部惡化，五年存活率可達六成。 不少抗癌藥物未能有效滲透血腦屏障，治療效果有限，但臨床腫瘤科專科醫生陳少康指，現時針對ALK基因變異的第三代標靶藥，滲透力較好，能夠穿透「血腦屏障」，控制腦部腫瘤。如果患者一開始沒有出現腦轉移，並在確診後立即服用第三代標靶藥，五年間不出現腦部惡化的比例超過九成半以上，患者的五年存活率可達到六成。 他又指，即使一開始已有出現腦轉移，服用第三代標靶藥後，第五年仍能保持病情穩定的患者，比例也有八成以上。 癌症資訊網資料顯示，有醫生指，對於第四期ALK肺癌患者，標靶治療被視為最有效的方案，而且副作用較少。如果患者確診時已有腦轉移，可以在開始使用標靶藥物的三個月後，定期檢查腦部，檢查頻率可根據治療效果而定。如果病情穩定，檢查間隔可以延長。 該醫生補充，只要及早發現腦轉移，並採用合適的治療方案，患者的生存期就能被有效延長，以及保持良好生活質素。 點擊觀看節目重溫

Debt funds have doubled their share of the UK real estate lending market over the last five years as banks, constrained by post-crisis regulations, have lost ground in the direct lending market. These lenders increased their share of the real estate debt market to 31% last year, up from 15% in 2020, according to data published by the Bayes Business School Thursday. Together with insurance companies, these alternative lenders now hold 45% of all outstanding commercial real estate loans in the UK. UK real estate lending markets have undergone a radical transformation since the global financial crisis ushered in a wave of new regulation that constrained risky bank lending to real estate. Non-bank lenders emerged as a new source of lending in the aftermath of the crisis and have since gained market share that is second only to UK banks as a provider of real estate credit. Debts funds were the “clear winners” of a long process by which UK banks stepped back from direct real estate ending, Dr Nicole Lux, senior research fellow at Bayes Business School, said. Low transaction volumes last year collided with strong fundraising for real estate debt funds. This meant that more money was chasing fewer deals, helping to push down pricing on deals. That dynamic has shifted since the outbreak of conflict in the Middle East and the failure of UK bridging lender MFS, said Lux. “These developments have focused attention on the risk of asset-based lending where there are loose risk monitoring standards and a lack of regulatory control and audit,” she added. Still, debt funds have seen their default rate improve from the 20% reported at the half-year point to 5.8% by the end of 2025. The default rate in the wider market also improved to 3.8%, which is just above the long-term average of 3%.

第六十一屆威尼斯雙年展將於5月9日正式開放。但在開幕前夕，國際評審團於4月30日全體請辭，宣稱不滿以色列及俄羅斯參展。德國之聲報道指，今屆雙年展被形容為藝術界的「轉捩點」，外界關注國家代表制度在全球化的藝術世界中是否仍然合時。 ▍ 評審團拒向受調查國家頒獎 國際評審團辭職原因，是他們拒絕向被國際刑事法院調查的國家頒發獎項。俄羅斯展館雖然在預展期間開放，但正式開幕後將不會向公眾開放。歐盟以俄羅斯參與為由，宣布停止提供原定為期三年的200萬歐元資助。而主辦方回應就稱，任何與意大利有外交關係的國家都有權開設展館，但此立場與羅馬政府並不一致。 ▍ 烏克蘭藝術家斥虛偽 俄方展館僅開預展 有烏克蘭展館的策展人批評：「他們參與是極度虛偽。他們說藝術超越政治，但卻在歐洲的混合戰爭中把藝術當作武器。」烏克蘭藝術家卡德羅娃創作了《摺紙鹿》，取代了曾長年豎立在頓巴斯地區波克羅夫斯克公園內的一架可搭載核武器的蘇聯戰機。該雕像於2024年從距離前線僅5公里的公園撤離。卡德羅娃感謝評審團的立場，認為這是對烏克蘭的重大支持。以色列藝術家費納魯就認為藝術界不應存在歧視，尤其是威尼斯雙年展本應是包容、自由的地方。 ▍ 獎項改由觀眾選出 雙年展成藝術演變試金石 由於沒有評審團，今屆將不會頒發最佳國家展館金獅獎或最佳參展藝術家獎。觀眾將於11月22日雙年展閉幕當天，投票選出最佳國家參展作品及最佳主展覽作品。隨著雙年展在爭議中開幕，它反映藝術及其制度如何在急速變化的世界中演變。

宏观新闻 1、外交部发言人林剑5月6日主持例行记者会。有记者就美国总统特朗普相关涉华言论提问。对此，林剑表示，中美双方就特朗普总统访华事保持着沟通。 2、中共中央政治局委员、外交部长王毅在北京同伊朗外长阿拉格齐举行会谈。阿拉格齐通报了伊美谈判最新情况及伊方下步考虑，表示事实已经证明，政治危机无法通过军事手段解决，伊方将坚决维护国家主权和民族尊严，同时通过和平谈判方式，不断积累共识，寻求全面、永久的解决方案。当前可尽快解决好霍尔木兹海峡开放问题。王毅表示，中方愿秉持习近平主席四点主张精神，以支持中东地区国家构建“四个共同家园”为目标，进一步致力于缓局降温、消弭战事，为启动和谈继续提供助力，为恢复中东地区和平安宁发挥更大作用。 3、美国总统特朗普当地时间5月6日在接受采访时表示，尽管外界预计美伊接近达成结束冲突的协议框架，但目前开始考虑美伊举行面对面和平谈判“为时尚早”。 4、据美国方面6日消息，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。 5、伊朗外交部发言人6日表示，伊朗正在“评估”美方提出的包括14个条款的停战谅解备忘录。 6、特朗普表示，预估美伊一周可达成协议，伊朗已同意不拥有核武器。伊朗方面对此暂无回应。 7、伊朗常驻联合国代表团提出解决霍尔木兹海峡问题的可行方案：永久结束战争，解除海上封锁，恢复正常通行。 8、以色列总理内塔尼亚胡和以国防部长卡茨当地时间6日发表联合声明称，以军在黎巴嫩首都贝鲁特地区发动袭击，目标是黎真主党精锐武装拉德万部队的指挥官。据以国防军评估，拉德万部队指挥官在贝鲁特南郊达希耶的袭击中身亡。 行业新闻 1、三星电子在官网发布公告称，为应对急剧变化的市场环境，经慎重研究，三星电子决定在中国大陆市场停止销售含电视、显示器在内的所有家电产品。 2、埃隆·马斯克旗下的SpaceX公司提议斥资550亿美元，在得克萨斯州启动一座名为Terafab的新半导体生产设施的建设。根据格兰姆斯县官网发布的一份公告，如果该项目的后续阶段得以完成，预计总投资额可能升至1190亿美元。该工厂的目标是生产2纳米芯片，并每年支持1太瓦的计算能力。 3、英伟达宣布与康宁建立长期合作伙伴关系，以加强美国AI基础设施建设。康宁将新建三家美国工厂，把美国光连接产能提升10倍，光纤产量提...

Malaysia’s central bank will likely keep its benchmark interest rate unchanged as inflation remains benign despite higher global oil prices due to the Iran war. Bank Negara Malaysia is expected to hold its overnight policy rate steady at 2.75% on Thursday, according to all 25 economists surveyed by Bloomberg. The central bank last adjusted borrowing costs in July, with a 25-basis-point cut, after keeping them unchanged for two years. Rising price pressures are prompting some regional central banks to consider tightening policy . By contrast, Malaysia’s softer first-quarter growth, resilient currency and relatively muted inflation gives the monetary authority room to await greater clarity on the conflict’s trajectory and the impact on energy prices. While inflation accelerated to 1.7% in March, the fastest pace in over a year, from 1.4% in February, it remains within the range that Bank Negara Malaysia has forecast for 2026. April consumer prices rose 7.2% and 5.46% in the Philippines and Vietnam , respectively, driven by a surge in energy prices. The global oil shock has yet to materially lift inflation, which “gives the central bank room to hold off from tightening,” Tamara Henderson , economist at Bloomberg Economics, wrote in a note. “The ringgit has also been relatively strong versus peers, tempering imported inflation.” Malaysia’s currency is up about 3% against the US dollar this year, while the Thai, Indonesian and Philippine currencies have all dropped. Here’s what to watch on Thursday at 3 p.m. local time: Inflation Trajectory Malaysia has largely contained consumer price increases through fuel subsidies, including a gasoline quota and targeted support for certain diesel users. Still, cost pressures are beginning to filter through to producers, with Economy Minister Akmal Nasrullah Mohd Nasir warning last month that higher prices are likely to emerge later this year. The government is weighing further measures to cushion rising costs for consumers and busin...

China’s decision to allow a select group of global investors to trade bond futures has prompted demands for deeper reforms that may boost the appeal of the world’s second-largest debt market. Institutions including JPMorgan Asset Management and Eastfort Asset Management expect a slow pickup in activity after Beijing said last month those under its Qualified Foreign Investor scheme can now hedge cash bonds with the derivatives. They cited constraints such as restricted use of the product, limited trading hours and segregated investment channels. China is opening the door just a crack to its relatively young debt futures market at a time when foreign holdings of its government bonds have dropped to a five-year low. While the policy easing does make a crucial hedging tool available, the investors eligible for its use aren’t the most active global funds in the country’s bond market. The incremental nature of the latest reform also points to the cautious, gradualist approach preferred by Chinese regulators, including their reluctance to boost banks’ presence in bond futures trading and stalled progress on launching a similar hedging instrument in Hong Kong. “The roll-out looks preliminary and may gain traction as the futures instruments expand in capability or program eligibility,” said Jason Pang , Asia fixed income portfolio manager at JPMorgan Asset Management. “At this point in time, the futures are reserved for hedging purposes only and only available to QFI investors.” Apart from the QFI scheme, foreign investors can also purchase via the China Interbank Bond Market program and a trading link between the mainland and Hong Kong known as the Bond Connect. The other two channels are “seeing more flows” at present, Pang said. The QFI program, whose narrower version started in 2002, allows its members to access China’s onshore financial assets from equities to bonds and commodities futures. Its significance has dwindled since Beijing introduced new, more inclusive schem...

Taiwan’s largest pension fund has reduced some of its US currency exposure amid heightened market volatility and a broader global reassessment of dollar assets. The Bureau of Labor Funds , which manages nearly NT$9 trillion ($286 billion) in retirement and insurance assets, recently lowered dollar-denominated equity and fixed-income exposures in mandates overseen by external asset managers, according to Astraea Lin, director of BLF’s Foreign Investment Division. She didn’t provide specific figures. “The de-dollarization trend is slowly taking place, so we will diversify across currencies and assets to minimize the impact of any single market or currency on the fund’s returns,” Lin said in an interview in late April. That said, “the US dollar still shows strong resilience globally, with clear advantages in terms of market depth and liquidity, and there is currently no clear alternative,” she added. BLF’s move underscores a broader shift among some global institutions — including pension funds and central banks — to trim exposure to dollar assets as investors grow wary of the unpredictability of US President Donald Trump’s policy shifts. The Bloomberg Dollar Spot Index has extended losses this year after sliding 8.1% in 2025, its worst performance in eight years. Read more: Pimco’s International Clients Seek to Diversify Away From US The BLF allocates more than half of its assets overseas, primarily into equities and fixed income. For the past two decades, it has largely awarded foreign mandates in US dollar terms. As of March, NT$3.66 trillion of the fund’s overseas investments were managed externally, out of total offshore holdings of NT$5.07 trillion, according to Bloomberg calculations based on the fund’s disclosures. “Our exposures to dollar assets are currently relatively low compared to the benchmarks, but not by far,” Lin said, citing the MSCI All Country World Index and the Bloomberg Global Aggregate Bond Index. The BLF is also seeking to support Taiwan’s amb...

According to an SEC filing dated May 06, 2026, Patriot Financial Partners GP II, L.P. reported a new position in TowneBank (NASDAQ:TOWN) , acquiring 1,518,143 shares. The estimated transaction value was $52.73 million, calculated using the average closing price during the first quarter of 2026. The position’s quarter-end value of $51.12 million reflects both the new stake and changes in the underlying share price during the period. TowneBank is a regional financial institution with a diverse business model spanning banking, real estate, and insurance services. TowneBank maintains a strong presence in its core markets, operating in Richmond, Virginia, the Greater Hampton Roads region in southeastern Virginia, northeastern North Carolina, and several cities in North Carolina. Continue reading

热点聚焦 1. 美国总统特朗普表示，预估美伊一周可达成协议，伊朗已同意不拥有核武器。伊朗方面对此暂无回应。 2. 伊朗常驻联合国代表团提出解决霍尔木兹海峡问题的可行方案：永久结束战争，解除海上封锁，恢复正常通行。伊朗最高领袖军事顾问穆赫辛·雷扎伊强调，美国必须赔偿对伊朗造成的损失。 3. 据美国方面消息，一名巴基斯坦消息人士6日表示，美国和伊朗正接近达成一份旨在结束战争的谅解备忘录。 4. 国际原油期货结算价大幅收跌超7%。WTI原油期货6月合约跌7.03%，布伦特原油期货7月合约跌7.83%。COMEX黄金期货涨2.81%，报4696.8美元/盎司；COMEX白银期货涨5.77%，报78.83美元/盎司。 5. 美联储古尔斯比表示，如果家庭预期未来收入会增长、预期能从更高的生产力中获得财富增益，那么他们就可能增加支出，从而推高通胀。并表示，如果生产率增长超出预期，可能会降低利率；如果生产率增长符合预期，可能会加息。另据CME“美联储观察”：美联储到6月维持利率不变的概率为93.5%，累计降息25个基点的概率为6.5%。 环球市场 美股三大指数周三均涨超1%，标普500指数和纳斯达克指数连续第二天创出历史新高。截至收盘，标普500指数涨1.46%，报7365.12点；纳斯达克综合指数涨2.02%，报25838.94点；道琼斯工业平均指数涨1.24%，报49910.59点。 市场焦点CPU巨头超威半导体，即AMD暴涨18.61%。备受中国股民关注的光纤“祖师爷”康宁也大涨12%，创历史新高。昨日狂涨的英特尔、美光科技周三继续涨超4%，续创新高。 按市值排名，截至收盘，英伟达涨5.77%，市值重新站上5万亿美元；谷歌-A涨2.47%、苹果涨1.17%、微软涨0.63%、亚马逊涨0.53%、台积电涨6.36%、博通跌0.45%、Meta涨1.31%、特斯拉涨2.4%、沃尔玛跌0.54%、伯克希尔哈撒韦-A涨0.85%。 纳斯达克中国金龙指数周三大涨3.45%，中概科技股全面冲高。 截至收盘，阿里巴巴涨6.94%、拼多多涨5.75%、网易涨2.84%、京东涨3.4%、百度涨11.37%、携程涨3.91%、理想汽车跌0.34%、富途控股涨6.86%、哔哩哔哩涨3.81%、蔚来涨0.17%、金山云涨8.41%、世纪互联涨6.25%。 港股三大指数周三延续强势表现，科技股成为领涨...

格隆汇5月7日｜据分析机构The Kobeissi Letter统计，在美东时间周三凌晨3点40分左右，近1万份原油空头合约在没有重大新闻的情况下突然出现。这笔订单的名义价值相当于9.2亿美元，对于美国凌晨交易时段来说“大得异常”。大约1个小时后，近来活跃在美伊谈判爆料一线的“阿克西奥斯新闻网”发布报道称，美国正接近与伊朗达成一项结束战争的谅解备忘录，引爆原油市场的全面重挫。The Kobeissi Letter计算称，到美东时间早晨7点，油价下跌超12%，那一批可疑的原油空单浮盈超过1.25亿美元。

Arm (NASDAQ:ARM) reported record results for the fourth quarter of fiscal 2026 and the full fiscal year, pointing to accelerating momentum in cloud AI and growing customer interest in its recently launched Arm AGI CPU product family. Record quarter and full-year results CEO Rene Haas said Arm “deli

The polls on Thursday will be the biggest test of public opinion since the general election in 2024.

当地时间6日晚间，巴勒斯坦伊斯兰抵抗运动（哈马斯）高级成员哈利勒·哈亚在接受采访时表示，在当晚以军对加沙地带的袭击中，其儿子阿扎姆及其他几人身受重伤。哈利勒·哈亚强调，巴勒斯坦人民不会让敌人轻易得逞，也不会向其罪行屈服，他们将继续奋斗，直到实现全部合法权利。以色列军方对此暂无回应。（央视新闻）