中大醫學院團隊有研究發現，一款用於治療糖尿病及肥胖的藥物，在手術前後注射，可以改善中風患者康復情況。 本港每年平均有約3千人死於中風，是第四大殺手。部分缺血性中風患者需接受手術治療，但有逾四成人有機會手術後出現中度至嚴重殘疾。李先生兩年前睡眠期間突然身體不適。 中風康復者李先生稱：「大約早上六點左右，突然驚醒，發現右半身動不到。」 醫生診斷李先生中風，需要接受手術。手術前後為他注射「GLP-1」促效劑，這款藥物過去用於治療糖尿病與肥胖症，可以保護受損腦組織，改善嚴重缺血性中風患者術後情況。李先生已康復，自理能力幾乎無受影響。 中大醫學院腦神經科助理教授葉耀明說：「保護腦神經元，第二能修復腦血屏障，在缺血的情況下，減少血液有毒物質及發炎因子進入腦部，而形成腦水腫，或加速神經線的掉亡。」 中大醫學院團隊，在2023年為140名中風患者進行臨床試驗。發現注射了促效劑的病人，在神經功能方面，較沒有注射的，術後恢復良好情況高約兩成。不過並非所有人都適合注射，副作用包括食欲不振等。 葉耀明指出：「發生副作用的機率大約百分之8至10，如果病人本身或家人，患某類型甲狀腺腫瘤。第二是如果病人很瘦，BMI(身體質量指數)少於17，及懷孕的話，我們都不建議使用『GLP-1』促效劑。」 研究成果已在兩本國際科學期刊上發表，隨後亦會開展第三期研究。 團隊提醒，「GLP-1」屬處方藥物，市民切勿自行購買及注射，而保護腦部健康，應從日常生活入手，包括健康飲食、預防三高等。

美国上周首次申领失业救济金人数温和增加，尽管伊朗战事推高能源价格、加剧通胀，但劳动力市场整体保持平稳。 美国劳工部周四公布，截至5月9日当周，经季节性调整后，首次申领州失业救济金人数增加1.2万人，升至21.1万人；路透调查经济学家此前预期为20.5万人。 美以与伊朗的冲突扰乱了霍尔木兹海峡航运，同时推高化肥、石化产品、铝等大宗商品价格。美国政府周三发布数据显示，4月生产者物价指数创下四年最大涨幅。市场担忧，物资短缺与通胀走高可能引发部分行业裁员。 失业救济金申领报告显示，截至5月2日当周，首次申领后持续领取失业救济金的人数（可作为就业市场景气度参考指标）增加2.4万人，经季节性调整后达178.2万人。 美国政府上周公布，4月非农就业人口新增11.5万人，就业岗位连续第二个月强劲增长，失业率维持在4.3%不变。 责任编辑：陈钰嘉

这个月在韩国，你如果既不是SK海力士员工，又没有SK海力士股票，那你大概率是“苦命人”。 一季报巨额利润一出，看热闹不嫌事大的投行们，不仅积极上修海力士今年的利润预期，还拔高了海力士员工们对年终奖的期待，借用每年提取营业利润10%作为奖金池的分配原则，为他们计算出了今年人均大几百万人民币的年终分红，顺手还把隔壁三星的资本家架到了不仁不义的火上烤。 此后，凡是与海力士IP沾边的都获得了狂热的追捧。 海力士的工服成为韩国相亲市场的优先通行证；总部所在地利川市的房产经纪人迎来了如梦似幻的季度，海力士通勤班车路线上多个区域的房产量价齐升；擦着边的中韩半导体 ETF 也跟着被拉到 30% 的溢价率，动不动就来一个临时停牌。 甚至连一直被诟病科技含量不够的香港股市也支棱了一把。 截至 2026 年5月13 日，香港交易所上市的南方东英SK海力士每日两倍杠杆 ETF（07709.HK）（以下简称，两倍做多海力士ETF），资产规模逼近 600亿港元，超越了美股市场上长期霸榜的特斯拉两倍做多ETF（TSLL.NASDAQ），跃居全球单只股票杠杆衍生产品的规模首位。 不管一个投资品种有多小众，只要行情涨到这个份上，但凡上网冲个浪，即便只是看些科技数码博主的更新，都难免在评论区里时不时刷到热心网民的贴脸输出——“你为什么不买两倍做多海力士？” 要命的杠杆 2025 年 10 月 16 日，两倍做多海力士ETF刚刚在香港交易所上市的时候，发行规模不到 50 亿港元，如果以 2026 年 5 月13 日收盘价来计算，7个月的时间，这个杠杆ETF产品的净值上涨了 1011.58%，规模飙则升了 13 倍有余。 跟它同一天在港股上市的号称“酒店机器人第一股”的云迹科技，股价已经努力走得很陡峭了，市值也不过是上市时的 4 倍不到。 你要说这就是两倍杠杆的恐怖效率吧，SK海力士在韩国市场上市的正股，从去年 10 月 17 日至今年 5 月 13 日，累计涨幅“只有” 324.49 %，在单边主升浪的加持下，这个杠杆 ETF 的偏离度甚至比理论上的两倍收益还多出了 362% 的超额回报。面对这种暴力撒币，似乎用“三倍杠杆”来形容它更为贴切。 但如果拉长看过去7个月，这种账面的超额其实是暂时的。 就在两个月之前，霍尔木兹海峡陷入薛定谔的封锁，全球市场在突如其来的油气中断里陷入恐慌。在局势的左右摇摆和瞬息...

格隆汇5月14日｜美国申请失业救济人数上周小幅上升，表明尽管伊朗战争推高能源价格并加剧通胀压力，劳动力市场仍保持稳定。美国劳工部(美国劳工部)周四表示，截至5月9日当周，初请失业金人数增加1.2万，至季节调整后的21.1万人，预期为20.5万人。伊朗战争已扰乱霍尔木兹海峡航运，并推高化肥、石化产品及铝等其他大宗商品价格。此外，截至5月2日当周的续领失业救济人数(常作为招聘情况的替代指标)增加2.4万，至178.2万人。

恆瑞醫藥(01276)：RSS0393乳膠獲批開展臨牀試驗 作者 智通財經 Investing.com 香港 - 股市報價& 財經新聞

Originally built to support the retail business, Schwartz Digits is now a trusted provider of secure data services to European businesses and governments.

Versant Media Group, Inc. ( VSNT ) declares $0.375/share quarterly dividend , in line with previous. Forward yield 3.71% Payable April 22; for shareholders of record April 1; ex-div April 1. See VSNT Dividend Scorecard, Yield Chart, & Dividend Growth. More on Versant Media Group, Inc. What Versant's StockStory Deal Says About Life Beyond Pay-TV Versant Media: The Jury Is Still Out Here Versant Media Group, Inc. (VSNT) Presents at Deutsche Bank 34th Annual Media, Internet & Telecom Conference Transcript Versant Media rallies on strong platforms and licensing growth, accelerated buyback plan Versant Media GAAP EPS of $1.99 beats by $0.27, revenue of $1.69B beats by $70M

恒瑞医药关于与百时美施贵宝公司签署战略合作及许可协议的公告 Moomoo

Getty Images Introduction All figures in Euro So far in 2026, shares of ABN AMRO ( AAVMY ) have modestly outperformed European financial peers held in the iShares MSCI Europe Financials ETF ( EUFN ), building on the solid gains achieved in 2025. The strong performance comes as ABN AMRO delivered strong Q1 2026 results and is set to benefit from anticipated interest rate hikes by the ECB. Against this backdrop, I believe that a Hold rating is now appropriate for ABN AMRO, down from my previous Buy rating . My more neutral investment thesis can be briefly summarized as: ABN AMRO has made significant progress on its key cost/income ratio target of <55% by 2028, with further optimization possible thanks to advances in AI. At the same time, the shares trade at a circa 17% trailing P/E premium relative to direct European banking peers, although ABN AMRO is only marginally more expensive if you look at U.S. regional banks. ABN AMRO boasts a strong 15.5% CET1 ratio, providing the bank with flexibility to absorb a potential increase in credit losses, pursue additional acquisitions, or repurchase shares. Q1 2026 Results Overview ABN AMRO delivered EPS of €0.78/share , up 13% Y/Y. The principal driver behind the improved results was higher net interest income (even as the net interest margin slipped 0.05% Y/Y to 1.49%), driven by volume growth in mortgages. Coupled with strong performance in fee and commission income, ABN AMRO's operating income increased 7% Y/Y. At the same time, progress on optimizing expenses (operating expenses slipped 2% Y/Y) resulted in a market improvement in the cost/income ratio to 55.9%, down 5.1% Y/Y. Coupled with a benign risk environment (cost of risk of only 9 basis points of loans) and 1% lower share count due to share buybacks, we see why ABN AMRO had quite a successful quarter. The bank's CET1 capital improved by 0.1% Q/Q to 15.5%, benefiting from initiatives to optimize risk-weighted assets and retained earnings. As such, it remains 4.1% abov...

格隆汇5月14日｜以色列国防部长卡茨：黎巴嫩居民在黎巴嫩真主党解除武装之前不会返回。

NACCO ( NC ) declares $0.2625/share quarterly dividend , 4% increase from prior dividend of $0.2525. Forward yield 2.15% Payable June 15; for shareholders of record June 1; ex-div June 1. See NC Dividend Scorecard, Yield Chart, & Dividend Growth.

ToucanStudios Stock index futures rose Thursday as investors awaited updates on U.S.-China diplomatic talks. Here are the four stocks to watch on the day: Fiserv ( FISV ) climbed 3.25% in premarket trading to $54.07 after the company launched agentOS, an agentic AI operating system designed to help financial institutions deploy AI agents across their banking workflows. The Milwaukee-based company said the platform will initially feature four Fiserv agents covering commercial loan onboarding, daily operational analysis and reporting, deposit intelligence, and AML triage analysis. The operating system is expected to be widely available by August 2026. Ford Motor Company ( F ) was up 0.37% in premarket trading after emerging as the top gainer in the S&P 500 Index on Wednesday. Investors seized on the potential for the Detroit automaker to benefit from its relationship with CATL by offering battery energy storage systems for utility, data center, and commercial customers in the U.S. Morgan Stanley highlighted that investors may be underestimating Ford’s foray into the energy storage market. Starbucks ( SBUX ) rose 1.38% in premarket trading after TD Cowen upgraded the coffee chain to a Buy rating from Hold. Analyst Andrew Charles cited numerous tangible drivers to deliver positive sales revisions in a strong category backdrop. Despite ongoing labor investments, the firm forecasts margins will recover due to sales leverage, easing COGS, and incentivized non-core cost cuts. Reddit ( RDDT ) gained 0.43% in premarket trading following data from Sensor Tower showing the social media platform is outperforming peers on improving monetization. Reddit posted the highest average revenue per user growth rate in the U.S. in Q1, up 61% year-over-year to $9.20, outpacing Meta Platforms, Snap, YouTube, and Pinterest. The company also saw the highest ARPU in Europe during the quarter. More related stories Starbucks: The Comeback Has Started But The Growth Story Is Not Proven Fiserv: Ne...

Nova Ltd. (NVMI) delivered earnings and revenue surprises of +6.15% and +2.90%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Secured strategic financing vehicle for up to $40 million Positive FDA feedback supports single-arm pivotal trial for potential registration of SENTI-202 in initial indication of Relapsed/Refractory Acute Myeloid Leukemia (R/R AML) Continued operational streamlining contributed to substantially reduced quarterly net loss and cash burn

First Quarter 2026 Net Loss of $1,546,000 ($0.46 loss per share) v. Net Loss of $2,152,000 ($0.65 loss per share) in Prior Year Comparable Period

Iran Proclaims Safe, Toll-Free Passage For 30 Chinese Tankers Amid Xi-Trump Summit During President Trump's ongoing state visit to China, he and President Xi Jinping agreed that the ‌Strait of ‌Hormuz must be open for ‌the ⁠free flow of energy. They along with their senior officials have expressed agreement that no country can ​be allowed to exact shipping tolls in the Strait of Hormuz. Following this, Thursday saw Iranian state media proclaim that some 30 Chinese vessels are being allowed safe passage by Iran . Bloomberg also freshly reports, "The vessels were allowed to pass the Strait of Hormuz with the coordination of the Iranian authorities and Islamic Revolutionary Guard Corps’ navy, state TV reports, citing an IRGC naval official." While it's as yet unknown or unclear whether the US Navy side of the de facto blockade will also let them pass, Reuters has also reported the following : Iran ‌has begun allowing some Chinese vessels to transit through the Strait of Hormuz following an understanding over Iranian management protocols for the waterway , the semi-official Fars news agency said on Thursday, citing an informed source. via Reuters In particular the move also follows formal requests by China's foreign minister as well as Beijing's ambassador to Iran, with Tehran reportedly agreeing based on safeguarding the two allies' strategic partnership. Bloomberg cited the IRGC official as saying of the Iranian protocol for passage, "A new era in the Strait of Hormuz has started as many countries of the world and fleets have accepted that the best, quickest and simplest way for transiting this very important waterway is only though coordination with the IRGC’s naval forces." This was after Wednesday saw the key milestone of a Chinese supertanker carrying 2 million barrels of Iraqi crude having successfully passed through the Strait of Hormuz , after previously being stranded for more than two months. Also of note is that the Chinese Cosco Shipping tanker did not have...

格隆汇5月14日｜据彭博，巴基斯坦落地首单熊猫债，发行利率2.5%，全场认购倍数超过5倍。

IREN260515C00045500 互動股市圖表 | IREN May 2026 45.500 call 股市 Yahoo 財經

AMD brings Zen 5 and 3D V-Cache to Ryzen Pro 9000 series workstation chips Digital Trends

TerraVest Industries ( TVK:CA ) declares CAD 0.20/share quarterly dividend , in line with previous. Payable July 10; for shareholders of record June 30; ex-div June 30. See TVK:CA Dividend Scorecard, Yield Chart, & Dividend Growth. More on TerraVest Industries TerraVest Industries announces automatic purchase plan for common shares Historical earnings data for TerraVest Industries Dividend scorecard for TerraVest Industries Financial information for TerraVest Industries

格隆汇5月14日｜美国4月零售销售数据显示，低收入群体在汽油等必需品上的支出占比高于高收入群体。随着5月初消费者信心跌至历史低点，以及通胀首次在三年内超过工资增长，市场担忧今年消费可能明显放缓。剔除汽车、汽油、建筑材料及餐饮服务后的核心零售销售4月增长0.5%，3月则上修至增长0.8%。占美国经济三分之二以上的消费者支出在第一季度按年率增长1.6%，较去年10月至12月季度的1.9%增速放缓，也明显低于2025年第三季度的3.5%增长水平。

SIA最新数据显示，2026年第一季度，全球半导体销售额为2985亿美元，较2025年第四季度增长25%。仅2026年3月单月，销售额就达995亿美元，较2025年3月的555亿美元暴增79.2%，较2026年2月增长11.5%。 如果把一季度销售额平摊到每一天，相当于全球每24小时卖出价值33亿美元的芯片。如果单看3月份的增速，79.2%的同比增长已经刷新了近十年来的最高纪录。 半导体产业随着AI驱动开始爆发。最近，全球半导体前十巨头财报密集出炉，有人日进斗金，有人增长失速。 存储巨头们，日进斗金 Q1全球存储三巨头：三星电子、SK海力士、美光科技再次交出令人震惊的财报。 三星电子 率先发布成绩单：2026年第一季度，公司实现营收133.9万亿韩元（约897亿美元），同比增长69%，营业利润暴涨756%，营业利润率达45%。这一利润水平刷新了韩国企业历史纪录。 SK海力士 紧随其后。第一季度营收约351亿美元，同比暴增198%，营业利润率高达72%，创下公司成立以来的最高纪录。机构预估，2026年全年海力士营业利润将突破1000亿美元。 美光科技 则从另一个维度验证了存储超级周期的确立。季度营收238.6亿美元，同比暴增196%，Q3营收指引335亿美元，毛利率预期81%。 一季度带动存储财报的不止是HBM。 深度分析财报数据能发现，真正推动利润爆发的，是传统DRAM和NAND的史诗级涨价。 一季度DRAM和NAND的平均销售价格（ASP）涨幅均超过90%。三星存储器业务负责人明确表示：“传统DRAM的利润率实际上比HBM更高。” 通常而言，HBM作为高端产品，应该享有更高的溢价。但现实是：当AI训练需求爆发后，传统服务器DRAM的采购量同样暴增——大模型的推理、实时计算、数据缓存都需要海量标准DRAM。在产能扩张受限的情况下，标准DRAM的供需缺口甚至比HBM更紧张。 SK海力士的数据印证了这一趋势。第一季度DRAM均价环比上涨约60%，NAND均价涨幅达70%，整体毛利率达79.3%，DRAM毛利率突破80%区间。这一数字已超越2017-2018年存储超级周期的历史峰值。 对未来走势的判断，三家公司高度一致：供应短缺是结构性问题，强劲定价环境将比以往周期持续更长时间。 三星已率先开始商业化出货HBM4，宣布2026年HBM销售额将同比增长3倍，并预计2027年...

智通财经获悉，贝莱德智库发文指出，尽管霍尔木兹海峡实际上仍然关闭，并导致全球供应链中断，但美股仍屡创历史新高。一种普遍观点认为，市场已与现实脱节，因为虽然油价、大宗商品价格和债券收益率上升，而股票和信用市场仍然保持稳健。该行认为，这之间并不存在矛盾。AI基础设施建设正在抵消供应冲击对增长的拖累，而能源市场的定价仍反映了海峡最终将重新开放的预期。通胀和债券收益率走高，将是其维持偏好风险立场所面临的关键风险。 自中东冲突爆发以来，新兴市场和美国股市凭借与AI相关的强劲盈利表现，领跑全球市场。受供应冲击影响较大的国家表现落后，而与AI热潮相关的地区(如韩国和中国 台湾 )则表现领先。行业趋势也呈现类似特征，AI相关行业推动投资回报上涨，而材料等受通胀影响较大的领域则表现落后。政策预期也在朝着同样的方向演变。随着通胀压力上升，市场目前预期欧洲将加息约三次，而美国则预计维持利率不变。同时，美国信用利差低于冲突前水平，这表明市场并未预期严重的经济损害。结论：这些走势表明，市场当前的定价反映了企业盈利的强劲表现，以及供应冲击迄今所带来的影响。 贝莱德智库认为，美股创历史新高，与油价、大宗商品价格及债券收益率处于高位之间并不脱节。市场当前定价同时反映了AI驱动的增长、以及中东供应冲击的影响。因此，该行维持偏好风险的立场。 美股的韧性反映出AI基础设施建设的规模和广度。标普500指数一季度盈利增长预期已升至约28%，约为4月初水平的两倍，而MSCI新兴市场科技板块盈利增长预期已攀升至约160%。由AI驱动的网络安全“军备竞赛”正在兴起，支撑对算力、云基础设施和先进模型的需求，这进一步强化了盈利增长的势头。相关数据令人瞩目，“科技七巨头”的季度盈利预计将增长57%(英伟达尚未发布业绩)，为上月 彭博 预估值的三倍;今年资本开支预计将高达7250亿美元，较业绩发布前增长约10%。 目前，AI基础设施建设的效应，已超过了宏观冲击的典型影响(即对增长和盈利形成拖累，并压制股市表现)。这使得利率成为供应冲击影响风险资产的关键传导机制。能源价格和投入成本走高，正在加剧本已居高不下的通胀，这一影响在欧洲更为显著，因为其相关敞口更大。同时，AI建设正在提升对资本的需求——这不仅体现在技术基础设施方面，在地缘政治分化背景下，还体现在能源安全以及更广泛的基础设施重建上。此前流向美国的资本正越来越多地被分...

RKLX260515C00071000 互動股市圖表 | RKLX May 2026 71.000 call 股市 Yahoo 財經

QUBT260515P00003000 互動股市圖表 | QUBT May 2026 3.000 put 股市 Yahoo 財經

Getty Images Summary I gave a hold rating to Expeditors International of Washington ( EXPD ) two years ago as I was worried about the high valuation and little visibility into near-term earnings growth. The Q1 2026 performance was better than I expected, as Customs brokerage and other services, along with Airfreight, gave EXPD a better near-term setup. The issue is that this strength does not fully solve the bigger problem. Ocean is already weakening, and the pressure looks structural as capacity continues to run ahead of demand. Therefore, while I can see why near-term earnings held up, I still do not think the quarter gave enough evidence to justify a more bullish rating. Earnings results update For Q1 2026 (results reported on 5th May), EXPD saw total revenue of $2.78 billion, a 4% y/y growth, of which Airfreight services revenue saw $1.03 billion, Customs brokerage and other services saw $1.15 billion, and Ocean freight and ocean services saw $599 million. In Airfreight, revenue growth came from a 9% y/y increase in average sell rates, a 14% increase in average buy rates, and a 5% increase in tonnage. Volumes were driven by stronger demand from the technology sector, with better exports from North Asia, South Asia, and the Middle East, Africa, and India region, partly offset by lower volumes from North America and Europe. As for Ocean, it was much weaker. Both revenue and expense declined, and the decline came from lower pricing and lower volume. For Customs brokerage and other services, this was the strongest segment for Q1, mainly driven by a higher number of customs clearances, more complex clearances, road freight, and warehousing and distribution. Overall, despite all the segment noise, EXPD still reported EBIT of $306 million (up from $276 million), and net earnings still grew to $230 million (vs. $204 million). On a diluted EPS basis, it went up 16% y/y to $1.71. Customs brokerage and other services support near-term growth Bloomberg I believe the near-te...

在当下智能时代，短期的爆款很难再支撑持续增长，企业需要的是能够跟上时代甚至引领时代的、持续进化的研发能力。追觅科技的成长路径，正是一个从核心技术突破出发，逐步走向体系化研发的商业样本。 成立于2017年的追觅科技，起源于清华大学“天空工场”。创业早期，追觅就选择在高速数字马达这一核心技术上打开突破口。对于扫地机而言，马达是决定吸力、效率、噪音和整机体验的基础，追觅不仅要攻克气动、电磁、驱动、电子等关键技术，也要兼顾减震、降噪、散热等实际量产中的各种难点。 经过一系列努力和尝试，从材料、零部件、结构设计等每一处细节入手，追觅实现了10万转/分钟的技术突破，也打破了戴森对行业的技术垄断。 此后，追觅又在这一领域深化研发，陆续克服了国外供应商响应时效性太慢、在全球几乎没有供应链可支持、没有任何可参考借鉴等难题，打破了固有经验主义，从大理论拆解到小理论，再通过无数次验证，攻克了从技术到设备的重重困难，实现了高速数字马达20万转量产，同时储备25万转。 这一步，是追觅研发能力的起点：先把关键技术掌握在自己手里。 核心技术突破之后，追觅的研发能力迭代进入第二阶段：从单点技术突破走向多品类应用，把底层能力转化为可复用的产品创新。高速数字马达不只服务于扫地机，而是被应用到洗地机、高速吹风机、吸尘器等多个品类中，形成了可复用的技术平台。 到这一阶段，追觅的研发已经从某个核心技术的研发突破，进化为在多个技术模块之间形成协同：马达、算法、传感器、运动控制、流体力学、结构设计共同作用，推动不同产品持续升级。 在扫地机器人领域，随着用户需求升级，行业竞争已经变成能否真正解决家庭清洁中的细节痛点。特别是针对墙边、柜边、桌脚等传统扫地机器人难以覆盖的位置，过去行业通常通过增加吸力、优化拖布面积或调整机身贴边距离来改善边角清洁，但由于机身形态和运动轨迹限制，机器人很难真正把清洁组件送到边缘和角落。 追觅在扫地机器人领域积累的运动控制和机械结构能力，进一步演化出仿生机械臂的创新方案，将机器人运动控制、机械结构设计与算法能力协同组合，让拖布或边刷能实现18CM极致外扩，提升边角清洁覆盖能力。真正为用户解决“最后几厘米”的清洁难题。 类似的技术方案也复用至洗地机，甚至是洗碗机与空调，让机械臂解决更多使用场景中的痛点，帮助用户从家务中真正解放出来。 随着业务规模的扩大和全球化推进，追觅的研发进一步迭代至第...

Key PointsMany growth investors view infrastructure as the next major theme in the artificial intelligence (AI) revolution.

HJBC/iStock Editorial via Getty Images TotalEnergies ( TTE ) said late Wednesday it signed a memorandum of understanding with state-owned Egyptian Natural Gas Holding for exploration in the Mediterranean Sea, covering a large area located offshore northwestern Egypt. The MoU establishes a framework for technical cooperation including preliminary exploration and subsurface evaluation activities, supporting the assessment of Egypt's deep offshore exploration potential, the company said. TotalEnergies' ( TTE ) current presence in Egypt consists of a 25% stake in the North El-Hammad offshore block and a 5% interest in the first train of the Idku gas liquefaction plant. Elsewhere in Mediterranean waters, TotalEnergies' ( TTE ) exploration presence also includes Lebanon, Libya, and now Syria after saying earlier this week it will resume activities in the country with partners ConocoPhillips, QatarEnergy, and state-owned Syrian Petroleum. More on TotalEnergies TotalEnergies Q1 2026 Earnings Call Transcript TotalEnergies: Nearing Or At A Cyclic Peak (Rating Downgrade) TotalEnergies Has Future Growth Potential

植物油价格的上涨缘于美伊冲突导致的能源成本上升。 在霍尔木兹海峡依旧未能恢复通行的当前，全球粮食警报已经拉响。 联合国粮农组织（FAO）发布的最新食品价格指数（FFPI）显示，4月平均为130.7点，较3月修正后的水平上升2.1点，涨幅约1.6%。该指数目前已连续三个月环比上涨。当月，植物油、肉类和谷物价格指数不同程度上扬，而食糖和乳制品价格有所下跌。 与历史水平相比，4月食品价格指数较去年同期高出2.5点，涨幅约2.0%，但较2022年3月俄乌冲突爆发后的历史峰值（160.3）低29.6点。 世界银行在4月发布的《大宗商品市场展望》中称，到目前为止，中东冲突对食品大宗商品市场的影响有限，并没有像2022年俄乌冲突爆发初期主要谷物和油料作物出口国的出口中断立即引发了食品涨价。然而，中东冲突长期化或激烈化，叠加极端天气（包括可能出现的强厄尔尼诺现象）或者生物燃料需求增强，都可能将食品价格推高至预测值之上，加剧脆弱地区的粮食不安全问题。 植物油涨幅最大 从细分类别看，粮农组织植物油价格指数4月涨幅最猛。该指数4月平均为193.9点，环比涨幅达10.9点，已升至2022年7月以来最高水平。 其中，棕榈油、大豆油、葵花籽油和菜籽油价格全面上涨，推动指数持续攀升。FAO首席经济学家马克西莫·托雷罗·库伦Torero Cullen)表示，植物油价格的上涨缘于美伊冲突导致的能源成本上升，能源成本上升反过来推高了使用有机材料（如富含油脂的植物）制成的生物燃料的需求。 与此同时，全球主要产出国出口供应受限也是此次植物油价格集体上涨的主要推手：比如印尼下调棕榈油出口配额，黑海地区葵花籽油出口物流受阻，再加上加拿大干旱天气持续影响菜籽产出预期，多重供给收缩预期共同拉动国际植物油价格抬升。 同样处于上涨的还有谷物价格指数。该指数4月平均为111.3点，环比上涨0.9点，主要缘于除高粱和大麦之外的谷物价格普遍走高。FAO表示，美国部分地区的干旱以及澳大利亚低于预期的降雨，是导致谷物价格走高的因素之一。 美伊冲突的外溢效应也在冲击着谷物价格。以小麦为例，能源成本的高企及霍尔木兹海峡实际封锁引发的供应链中断推高了肥料价格，促使农民转向肥料用量较少的作物，市场由此预期2026年小麦播种面积将收缩，进一步支撑了小麦价格。 肉类价格指数4月平均为129.4点，环比上涨1.6点，涨幅约为1.2%，同比上...