5月7日，上海市房管局局长高世昀在《2026上海民生访谈》节目中表示，上海聚焦新市民、青年人等重点群体，围绕家庭不同成长阶段，打造多样化保障性租赁住房产品，从“一张床”“一间房”到“一套房”，让市民租得到、租得近、租得起、租得稳、租得好。 据介绍，今年上海在保租房筹措方面推出创新举措，在中心城区收购小户型二手房用作保租房，有效缩短建设周期、加快形成有效供应。同时，充分利用非居存量房屋改建、保租房集中社区遴选等多元渠道，优化点位布局，重点聚焦需求旺盛的中心城区。“十五五”期间，全市计划新增“新时代城市建设者管理者之家”床位12万张以上，到“十五五”期末总量力争达到20万张。 上海已制订出台1+1+X政策体系，破解非居房屋改造项目执行民用水电标准、按照居民生活垃圾处理收费等问题，推动“之家”项目制度化、规范化发展。 本文来自观点网，36氪经授权发布。

伊朗外交部发言人巴加埃5月6日接受媒体采访时表示，伊朗国家足球队将参加今年夏天的国际足联世界杯。巴加埃说，根据国际足联的规定，主办国政府有义务在不考虑任何政治因素的情况下提供必要的设施，他呼吁国际足联为伊朗国家队的参赛提供适当和必要的条件。根据赛程安排，伊朗队将在美国洛杉矶参加两场小组赛，分别对阵新西兰和比利时，然后在西雅图迎战埃及队。（央视新闻）

matdesign24/iStock via Getty Images What's on Our Minds The events of the last month color the perspective on the entire quarter, having erased most of the gains that markets posted through February. Overall, the portfolio held up reasonably well on a relative basis in the month, helped by the resilience that came from our efforts to remain broadly diversified and from our sustained attention to the financial strength and competitive advantages of the companies we have chosen to own. One key practical benefit of diversification is that we can resist a myopic focus on the day-to-day developments in the Persian Gulf, let alone on the abrupt market shifts created by late-night social media posts by the President. That sort of obsession on the immediate constitutes a behavioral trap summarized by Daniel Kahneman, "Nothing in life is as important as you think it is while you're thinking about it." The surprise nature of the attack by the US and Israel on Iran offers yet another reminder of the benefits of diversification in portfolio management. Just a year ago, the Trump administration announced sweeping tariffs on all its trading partners predicated on specious methodologies, sending stocks down indiscriminately, including many of our high-quality holdings that had demonstrated resilience in previous economic downturns. Rushing to adjust portfolios to those supposed "new realities" would have proved a fool's errand. By the summer, markets were once again obsessed not with global trade or its possible implosion, but with AI and the physical infrastructure build-out required to allow broader diffusion of the technology across the economy. By year-end, the ill-conceived tariffs of "Liberation Day" were barely a footnote in accounts of the market's performance, and the overall level of stocks was well above where it had stood on the day before tariffs were announced, let alone the week that followed. A better strategy last year, and a better permanent discipline, was to ha...

(RTTNews) - KT&G Corp. (033780.KS), a tobacco company, on Thursday reported that net income increased while operating income decreased in the first quarter of 2026 compared with the previous year.

布伦特原油失守100美元/桶，日内跌1.37%。

When it comes to Social Security, the timing of your claim matters. Even though your benefits are calculated based on your personal wage history, you only get them without a reduction if you wait until full retirement age to sign up. That age is 67 if you were born in 1960 or later. But you're allowed to claim Social Security as early as age 62. For many people, filing ahead of full retirement age is an appealing choice. If you're thinking of doing the same, here are a few signs that you may be jumping to file for benefits too soon. Image source: Getty Images. Continue reading

现货白银站上79美元/盎司，日内涨2.17%。

离岸人民币兑美元升破6.8，创2023年2月来新高。

格隆汇5月7日｜中国联塑(2128.HK)再度大幅上涨超7%，录得4连升行情，现报5.29港元，总市值164.12亿港元。 消息上，近日，中共中央政治局会议明确提出要加强水网、城市地下管网等“六张网”的规划建设，今年初步估算投资将超过7万亿元。塑料管道作为市政和水利工程的核心材料，将直接承接这一政策红利。仅“十五五”期间地下管网5万亿的投资，预估就将为管材行业带来1.5万亿至2万亿元的市场空间。 作为国内塑料管道的龙头企业，中国联塑凭借其规模和渠道优势，被视为这轮基建投资中最具竞争力的受益者之一。(格隆汇)

Silex Microsystems AB surged in its first day of trading on Nasdaq Stockholm after an initial public offering that raised about 2 billion Swedish kronor ($220 million) for the specialist microchip-maker and its Chinese shareholder Sai MicroElectronics Inc . Trading was halted for volatility after shares traded as high as 210 kronor apiece, an increase of nearly 160% from its IPO price of 81 kronor per share. Cornerstone investors including Swedish pension funds and international firms bought about three-quarters of the shares being offered. Read More: Silex IPO Set to Jolt Stockholm from Listings Hiatus Silex operates the world’s leading facility for manufacturing micro-electro-mechanical systems, or MEMS, components that combine mechanical elements with semiconductor-style circuitry, according to its prospectus . The chips are used in technology that powers mobile phone accelerometers, which enables motion tracking for fitness and screen orientation, and steers lasers for lidar systems in autonomous driving. The firm plans to use the proceeds of the offering to help expand in the US by acquiring a manufacturing facility in the country and allowing it to operate closer to its customers, the prospectus shows. Still, the firm’s history as a Chinese-owned company and SMEI’s continued minority stake could pose a risk to its plans to expand in the the US, the document said. SMEI will retain about a 9.9% stake in Silex after the offering. The debut also serves as a broader test for IPO markets in Europe, which have slowed amid geopolitical tensions in the Middle East and investor caution around disruption linked to artificial intelligence. The timing coincides with renewed scrutiny of recent Stockholm listings, like Verisure Plc . The alarm company’s shares have begun to recover after falling as much as 37% below their offer price in last year’s IPO, which raised about €3.6 billion ($4.2 billion). ABG Sundal Collier, SEB and Nordea arranged the offering. The company trade...

今天（5月7日）起，广州白云国际机场T1航站楼的11家国内航空公司全部转场至T3航站楼运营。自此，使用了二十多年的白云机场T1航站楼（2004年8月启用）暂时对旅客关闭，未来将启动设备翻新、优化运营等升级改造工作。（央视新闻）

5月4日，河南省委书记刘宁在郑州市走访慰问青年团队代表。此次走访期间，刘宁前往蜜雪冰城郑州总部，看望慰问青年团队代表，了解青春经济及非公企业团组织建设和服务青年工作情况。（河南日报）

格隆汇5月7日｜AMD股价周三飙升至历史新高，因其强劲的前景增强了投资者对人工智能基础设施持续需求的信心，从而带动了全球半导体股票的整体上涨。分析师和投资者认为，AMD是在人工智能芯片领域挑战英伟达霸主地位的领军者，而且该公司也因专注于CPU业务而获益。CPU已占据重要地位，因为企业纷纷转向代理式人工智能——即能够执行自主功能的系统——这使得需求范围不再局限于用于训练大型模型的GPU。“英伟达曾在人工智能芯片市场占据垄断地位长达两年之久，但如今其他企业也在逐渐赶上。与此同时，市场规模不断扩大，也为未来发展留下了空间。”琼斯交易公司首席市场策略师迈克尔·奥罗克说道。哈格雷夫森·兰斯登公司的高级股票分析师马特·布里茨曼表示：“AMD的故事不再仅仅局限于在GPU上与英伟达竞争……而是越来越多地转向更广泛的计算机遇，因为随着人工智能工作负载需求的增加，CPU和GPU都将发挥各自的作用。”

rarrarorro Iran is reviewing a U.S.-backed “one-page” peace proposal aimed at ending conflict and restarting broader negotiations. However, Tehran considers it would formally end the conflict while leaving unresolved key U.S. demands that Iran suspend ‌its nuclear programme and reopen the Strait of Hormuz, according to a Reuters report that cites sources. An Iranian foreign ministry spokesperson told ISNA that Tehran would respond to the proposal, while Iranian lawmaker Ebrahim Rezaei described it as “more of an American wish-list than a reality.” W hile multiple reports on Wednesday suggested Washington and Tehran are closing in on a one-page memorandum to end the war and begin talks on key issues. “They want to make a deal. We’ve had very good talks over the last 24 hours, and it’s very possible that we’ll make a deal,” U.S. President Donald Trump told reporters in the Oval Office on Wednesday, adding that “it’ll be over quickly.” A Pakistani source and another person familiar with the matter said negotiators were close to agreeing on a one-page memorandum that would formally end the conflict. The deal would include talks on reopening the Strait of Hormuz, lifting U.S. sanctions on Iran, and placing limits on Iran’s nuclear programme, the report added . The memo would halt hostilities and launch 30 days of talks on key issues. Key sticking points remain Iran’s uranium enrichment program, sanctions relief, and regional security issues. WTI crude futures stabilized above $95 per barrel on Thursday after tumbling over 13% in the previous session, as investors weighed the prospects for a Middle East peace deal. Dear readers : We recognize that politics often intersects with the financial news of the day, so we invite you to click here to join the separate political discussion. More on oil This Market Looks Like 1999: Investors Should Prepare For A Bubble Burst And Recession U.S. Economy: The Housing Market Worsens Dow Jones, Nasdaq And S&P 500 Intraday Outlook: Stocks...

Structural Risks to Watch For AMD Stock Over the Next 6 Months Trefis

Sports betting has seen significant growth in recent years. Now, the newest iteration of online betting is emerging, with prediction markets like Kalshi opening up new avenues for individuals to trade on sporting events, and even political and economic decisions. It is another iteration of financial markets, though it currently operates in a legal gray area. It is hard to predict exactly which platforms will win the most customers in prediction markets, sports betting, and other trading platforms that pop up in the years ahead. But there is one data provider that should win regardless of who comes out ahead: Genius Sports (NYSE: GENI) . Image source: Getty Images. Continue reading

Aker BP press release ( AKRBF ): Q1 GAAP EPS of $1.20. Total income of $3.03B (-5.3% Y/Y) beats by $70M . Capital expenditure: USD 1.6 billion, reflecting high activity across the development portfolio. Dividend: USD 0.6615 per share was paid in the quarter. Net production averaged 398 mboepd, with production efficiency of 97 percent across the portfolio. More on Aker BP ASA Aker BP: Favorable Prospects Continue (Maintaining Buy) Aker BP: A High-Yield Dividend Compounder With Structural Cost Advantage Aker BP ASA (AKRBY) Q4 2025 Earnings Call Transcript Aker BP reports Q4 results; initiates FY26 outlook Historical earnings data for Aker BP ASA

Dangote Industries Ltd is seeking more opportunities to raise money from global investors after the African company made its first foray into international markets last month. The industrial conglomerate is looking to the bond market to potentially fund some of its businesses, including energy and fertilizer assets, Dangote’s chief financial officer, Murat Erden , told Bloomberg News. Dangote Fertiliser Ltd , which operates Africa’s largest urea plant, raised $750 million from a private bond placement in April. Owned by Africa’s richest man, billionaire Aliko Dangote , the company also spans cement and infrastructure businesses and is critical to the economy of Nigeria, where it is headquartered. Dangote Cement Plc alone generated almost $3.2 billion of revenue last year, while Dangote Sugar Refinery Plc produced around $610 million. The group’s oil refinery, the biggest in Africa, plans to increase capacity from 650,000 barrels of crude per day to 1.4 million by 2028. Lagos-based Dangote, who is worth $35.4 billion on the Bloomberg Billionaires Index, has set a target of investing at least $40 billion to fund growth over the next five years. He wants to build the biggest deep seaport in Nigeria, boost output of urea to 12 million tons by 2030, diversify into liquefied gas, and construct a 20,000 megawatt power plant. Erden said that the company is “opportunistically” looking at issuing bonds to align the financing of some subsidiaries with their dollar revenues and to fund long-term capital investment programs. Plans to raise funds also include selling about 10% of the oil refinery in an IPO on multiple African stock exchanges this year. Seeking Core Investors While several Dangote entities have listed shares in Nigeria, none had raised financing from international capital markets before April’s transaction. “For decades bankers have covered Dangote and have been hoping for a capital markets event across the group, so this was a very long time coming,” said Stefan ...

格隆汇5月7日｜国内商品期货收盘涨跌不一，沪银、沪锡涨超4%，多晶硅、铂涨超3%，烧碱、工业硅、钯涨超2%，沪金、鸡蛋、碳酸锂涨超1%。跌幅方面，LU燃油、原油跌超6%，乙二醇跌超5%。

From Nov. 19 to Nov. 20, Inner Mongolia Rural Commercial Bank put 57 homes up for auction on Alibaba’s asset auction platform —bare-shell apartments in Hulunbuir listed at slightly below market rate. As of Nov. 28, not one had sold, and not a single user had registered to bid. The bank is far from alone. A Caixin review found that lenders across China — including the “Big Six” state-owned banks — are listing all manner of real estate on auction platforms, from apartments and shops to office buildings and parking garages. Many of these properties arrived via debt-for-asset swaps: after failing to sell at court-ordered auctions, ownership was transferred from the debtor to the bank. These properties are distinct from judicial auction properties because the banks hold title.

格隆汇5月7日｜据澳门特区发布，柴油作为澳门工商企业主要燃料，属工商业活动的刚性消耗品，而且使用柴油燃料的工商业活动多数是和民生直接相关。为此，澳门特区政府推出“柴油价格补贴计划”，旨在“短期纾困、稳定物价、保障民生”，及时纾解商用柴油用户的成本压力，避免柴油的成本转嫁到民生物价上。“柴油价格补贴计划”补贴期为两个月，将于2026年5月11日凌晨零时起开始实施，至7月10日晚上十一时五十九分结束。补贴对象为本地柴油使用者，在购买柴油时可在实付金额上获得每公升3.3澳门元的补贴。

格隆汇5月7日｜A股三大指数今日继续上涨，截至收盘，沪指涨0.48%报4170点，深证成指涨1.18%续创逾5年新高，创业板指涨1.45%续创近11年新高，北证50指数涨3.05%。全市场成交额3.17万亿元，较前一交易日缩量783亿元，超3500股上涨，连续两日超百股涨停。 盘面上，英伟达宣布与光通信材料龙头康宁达成长期合作，CPO概念、光纤概念及光通信板块集体大涨，炬光科技、中天科技及东山精密等十余股涨停；激光设备股走强，大族激光涨停；玻纤制造板块拉升，宏和科技涨停；印制电路板板块活跃，兴森科技涨停；F5G概念、通信线缆及元件等板块涨幅居前。另外，氦气概念、工业气体板块下挫，华特气体跌逾13%；煤炭、煤化工、动力煤股走低，诚志股份跌近9%；氮肥股走弱，华鲁恒升领跌；油气股、农化制品及磷化工等板块跌幅居前。(格隆汇)

【收评：创业板指、深成指均涨超1% 连续两日超百股涨停】财联社5月7日电，市场全天震荡反弹，创业板指、深成指均涨超1%。沪深两市成交额3.14万亿，较上一个交易日缩量829亿。盘面上，市场热点快速轮动，全市场超3500只个股上涨，连续两日超百股涨停。从板块来看，AI产业链方向集体走强，其中光纤概念表现活跃，杭电股份2连板，中天科技、通鼎互联涨停。CPO概念走高，炬光科技20cm涨停，东山精密、仕佳光子、汇绿生态、光迅科技均大涨创历史新高。PCB概念爆发，电子布、CCL方向领涨，聚杰微纤、东材科技涨停，创历史新高，山东玻纤、宝鼎科技、协和电子涨停。算力租赁概念延续强势，东阳光2连板创历史新高。AI应用端震荡反弹，引力传媒涨停。下跌方面，工业气体概念震荡走弱，水发燃气跌停，蜀道装备、华特气体、广钢气体、金宏气体纷纷下挫。油气股集体调整，潜能恒信跌超10%。截至收盘，沪指涨0.48%，深成指涨1.18%，创业板指涨1.45%。

Earnings Call Insights: eHealth (EHTH) Q1 2026 Management view "We're pleased with our first quarter results, which came in ahead of expectations. driven by stronger-than-anticipated Medicare enrollment volume at favorable unit economics." (CEO & Director Derrick Duke) "From a financial standpoint, our priorities this year are achieving breakeven or better operating cash flow and positioning the company for sustainable, profitable growth once the Medicare Advantage reset cycle is complete." (CEO & Director Duke) "During the quarter, we implemented headcount reductions and vendor consolidation initiatives. These actions are expected to reduce our fixed operating cost base by approximately $30 million in 2026 compared to 2025, representing roughly a 20% reduction." (CEO & Director Duke) "First quarter revenue was $88 million, ahead of our expectations. GAAP net loss was $4.7 million and adjusted EBITDA was $9 million, exceeding our internal plan." (CEO & Director Duke) "Last month, we launched final expense insurance offerings." (CEO & Director Duke) "We delivered a strong start to the year, meeting our revenue, earnings and operating cash flow expectations and achieving a greater Medicare enrollment profitability compared to a year ago." (Senior VP & CFO John Dolan) Outlook "Based on our execution year-to-date and with the annual enrollment period still ahead of us, we are maintaining our 2026 guidance ranges for revenue, GAAP net income, adjusted EBITDA and operating cash flow." (Senior VP & CFO Dolan) "We are updating our outlook for 2026 net adjustment revenue, which is now expected to be in the range of $8 million to $20 million." (Senior VP & CFO Dolan) "Our revised 3-year outlook, which we published today in our earnings slides, reflects a return to revenue growth in 2027 alongside adjusted EBITDA margin expansion, positive operating cash flow and breakeven or better free cash flow." (CEO & Director Duke) "Our 3-year forecast reflects mid-single-digit revenue g...