In recent trading, shares of NetApp, Inc. (Symbol: NTAP) have crossed above the average analyst 12-month target price of $118.06, changing hands for $118.58/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valua

英国最新的政治危机可能引发其动荡不安的债券市场出现新一轮资金外流，国内外投资者正在权衡是否将资金转移到其他地方。 大约三分之一的英国国债由外国投资者持有，他们在危机期间可以轻易将资金转移到其他市场。本土投资者同样如此。官员们还警告称，对冲基金在市场中的作用日益增强，如果债券市场走势不利，它们可能被迫解除杠杆交易。 这种动态在2022年曾让利兹·特拉斯成为英国历史上任期最短的首相。当时，由于投资者担心她的财政计划，外国投资者创纪录地抛售英国国债，导致收益率飙升。去年夏天，市场也曾因外界猜测首相基尔·斯塔默可能解雇财政大臣、甚至放弃其财政规则而出现一轮较小规模的抛售，引发短暂震荡。 如今，在上周地方选举中，民粹主义政党英国改革党重挫工党之后，斯塔默正面临一场分裂性的权力斗争，寻求保住其首相职位。斯塔默的前副手安吉拉·雷纳周四表示，她正准备竞选领导人，而卫生大臣韦斯·斯特里廷也预计将发起挑战。 对于全球投资者来说，目前政治动荡的影响被伊朗战争带来的通胀冲击所掩盖，这场冲突已推动全球债券收益率上升。不过，即便30年期收益率已超过5.7%，创下自上世纪90年代末以来的最高水平，一些基金经理仍然保持谨慎，担心政治局势变化可能会进一步推高收益率。 Reams Asset Management国际经济分析主管Antonina Tarassiouk表示，“人们现在更倾向于观望，看看事态如何发展。如果从全球角度来看利率已经具有吸引力，那为什么还要把钱投向一个当前风险明显更高的地方呢？” 责任编辑：李安桐

Peter Blottman Photography/iStock via Getty Images Current Trends The US government has borrowed nearly $450B in the last three months. While this is a gargantuan sum of money, it annualizes to ~$1.9T, which would be the smallest year of borrowing since 2022. Unfortunately, the trend more likely to hold is the borrowing seen in Feb and March, which clocked in at nearly $550B in just 2 months. Why? April is tax collection month, so usually sees a surplus Interest continues to chew up more spending, which further fans the flames of a debt spiral Tariff Refunds US-Iran War costs And that is just to name a few of the reasons! Note: Non-marketable consists almost entirely of debt the government owes to itself (e.g., debt owed to Social Security or public retirement) Figure 1: Month-Over-Month change in Debt When looking at the YTD figure through the first 1/3 of the year, the US government has only borrowed half a trillion dollars. At that pace, borrowing could fall to $1.5T for the year. Again, though, as mentioned above, this is unlikely to be the result for the year. Figure 2: Year-Over-Year change in Debt One good piece of news is that the Treasury has strengthened their cash position to $1T. Figure 3: Treasury Cash Balance The chart below shows both the maturity of the debt and average interest rate. The blended interest rate has stabilized around 3.1%. More concerning is the average maturity of the debt is now around 5.9 years. Lower average maturity means the government will have to roll over more debt each year. It increases the risk if the appetite for US debt starts to slow, which is exactly what former Treasury Secretary Hank Paulson highlighted a few weeks ago. Figure 4: Weighted Averages The true danger facing the government is still in the massive interest currently being paid on the debt. It has finally crossed over $1T per year! As shown in the chart, about half of this is concentrated in Notes, which is debt maturing between 2 and 10 years. Figure 5: Net...

A historic market dislocation is creating an arbitrage window for refiners Valero Energy and Marathon Petroleum and integrated energy firm ExxonMobil.

Brookfield press release ( BN ): Q1 GAAP EPS of $0.03. Revenue of $18.58B (+3.6% Y/Y). Distributable earnings before realizations were $1.4 billion ($0.59/share) for the quarter and $5.5 billion ($2.32/share) for the LTM. More on Brookfield Corporation Brookfield Corporation Is A Buy (Technical Analysis) Brookfield Is Building The Backbone Of The AI Economy Brookfield: Finding The Right Mix Of Capital Growth, Hard Assets, And High Margins Brookfield Asset Management prices $1B note offering Brookfield Asset Management launches $1 billion commercial paper program

沈阳机床公告，公司拟与通用技术集团大连机床有限责任公司共同投资设立辽宁镱镨精密机床部件有限公司，注册资本金人民币2.5亿元，其中沈阳机床出资人民币1.75亿元，占比70%；大连机床出资人民币7500万元，占比30%。本次交易构成关联交易，已获董事会审议通过。

A recent study by Aviva found that one in nine new homes in England are being built on land at risk of flooding – often entirely within planning rules. Josh Toussaint-Strauss investigates how the system allows developers to profit while homeowners bear the cost Check your flood risk Sign up for flood warnings Make a flood plan Continue reading...

Trump invites Xi to White House on September 24 Reuters

天虹超市开社区平价超市新品牌，是想讲出新故事，背后是新一轮社区硬折扣超市大浪潮下，天虹等传统超市不得不跟进，但同时也面临新思考题。 01 天虹超市开社区平价店，想再造一个小天虹 又一家传统超市巨头讲出了新故事。 《新品略财经》关注到，总部位于深圳的大型连锁超市品牌天虹的母公司天虹数科宣布，其全新社区平价超市品牌“daily 天虹心选”全国首店将于5月15日在深圳罗湖开业，这意味着天虹正式进军社区平价超市赛道。 社区平价超市主打为周边消费者提供方便快捷的购物，提供刚需高频消费的商品。 据悉，天虹新成立的社区平价超市品牌终端聚焦社区刚需、好物平价，说白了就是好商品不贵，通过低价去吸引消费者。 天虹超市旗下的社区平价超市品牌喊出的品牌亮点是“比价，更比心”，打出情怀牌，当前的商超行业似乎都流行学习胖东来，喊出爱和感人的口号。 对品牌心选，天虹给出的解答是，严选优质好物，剔除品牌溢价，用心甄选……致力打造居民家门口的安心邻里超市。 据媒体报道，天虹新社区平价店品牌首店面积约为685平方米，SKU做了精简，精选约1800个高频刚需商品。门店核心产品品类聚焦全覆盖生鲜食材、日配快消、方便速食、日用百货等。 天虹超市早就开通了到家服务，其新社区平价超市品牌同样是线上线下同步，消费者不仅能到店快买，还能快送到家。 还有一个关键看点是，天虹新社区平价超市门店重点发力自有商品，自有商品占比超过50%，还主打严格品控和价格亲民。 整体上看，天虹新成立社区平价超市品牌值得关注，在当前传统超市转型探索期，天虹也算是讲出了自己的新故事。 在《新品略财经》看来， 天虹现在开社区平价店，早在市场预料之中，只是时间早晚而已，社区平价超市是传统超市转型新探索的必然和为数不多的可行选项。 天虹超市现有门店以传统大卖场业态为主，在华南地区，特别是在深圳、东莞等地发展得还不错。 现在天虹超市开社区平价超市，希望未来形成规模化复制，可以说： 天虹超市想再造一个小天虹。 02 天虹超市为何要开社区平价店？ 天虹作为传统商超头部品牌，现在开社区平价店，必然吸引市场关注。那么，天虹为何要开社区店？ 天虹现有的超市门店多为大店模式，而且主要依托天虹购物中心，传统超市门店面积大，经营成本高，本质是由大门店重资产经营类型决定。 在客流量方面，天虹超市工作日和周末节假日相差较大，很多时候肉类生鲜商品只能到下午开始和钱大妈一...

Bridgestone press release ( BRDCY ): Q1 diluted EPS of JPY 72.31. Revenue of JPY 1.11T (+5.2% Y/Y). More on Bridgestone Bridgestone: War-Driven Selloff May Be Creating A Contrarian Buy Opportunity Bridgestone Corporation 2025 Q4 - Results - Earnings Call Presentation Bridgestone Corporation (BRDCY) Q4 2025 Earnings Call Transcript Highest and lowest quant-rated consumer discretionary names above $10B market cap Seeking Alpha’s Quant Rating on Bridgestone

Japanese technology conglomerate Rakuten ( RKUNY ): Q1 press release Q1 net loss attributable to owners narrowed to 18.65 billion yen from 73.47 billion yen a year earlier; loss per share improved to 8.60 yen from 34.09 yen. Revenue rose 14.4% Y/Y to 643.58 billion yen, while EBITDA increased 36.2% to 108.79 billion yen. More on Rakuten Rakuten: Value Hidden Behind A Telecom Overhang Rakuten Group, Inc. (RKUNY) Q4 2025 Earnings Call Prepared Remarks Transcript ClearBridge International Value Strategy expands holdings, trims portfolio in Q1 Historical earnings data for Rakuten Financial information for Rakuten

欧菲光公告，公司拟通过发行股份的方式购买南昌市产盟投资管理有限公司持有的欧菲微电子（南昌）有限公司28.2461%股权。深圳证券交易所并购重组审核委员会将于2026年5月21日召开2026年第5次并购重组审核委员会审议会议，审核公司本次交易事项。本次交易尚需深圳证券交易所审核通过以及中国证券监督管理委员会同意注册后方可实施。

KanawatTH YETI Holdings ( YETI ) rallied in early trading on Thursday after topping estimates with its fourth-quarter earnings report. During the quarter, the company saw exceptionally strong U.S. consumer sell-through demand across both the drinkware (+5% Y/Y) and coolers & equipment categories (+19%). Wholesale channel sales increased 19% to $183.6M, driven by strong growth across the US and the international regions, reflecting strong consumer demand. Direct-to-consumer channel sales were flat at $196.8M. Consumer demand across YETI websites, Amazon Marketplace, and YETI retail stores was strong and tracked in line with the company's overall growth rate during the quarter. That strength was offset by a decline in global corporate sales. Total revenue was up 8.3% year over year to $380.4M vs. $374.8M consensus. U.S. sales increased 8% to $293.1M, driven by growth in both coolers & equipment and drinkware, reflecting strong consumer demand trends. International sales rose 9% to $87.3M, reflecting strong growth in Europe, as well as growth in Australia and Canada, and continued momentum in Japan. Gross margin decreased 210 basis points to 55.3% during the quarter. The decrease in gross margin included a 280 basis point unfavorable impact from higher tariff costs, partially offset by the favorable impact of foreign currency exchange rates and lower product costs. Adjusted operating income decreased 24% to $26.6 million, or 7.0% of sales. The adjusted operating income margin of 7.0% reflected an approximately 230 basis point unfavorable net impact from incremental tariff costs. Adjusted net income per diluted share decreased 16% to $0.26, compared to $0.19 consensus and $0.31 in the prior year quarter. Adjusted net income per diluted share in the current quarter included an unfavorable net impact from incremental tariff costs of approximately $0.09. "Overall, our global wholesale channel grew 19% on the back of continued strength in consumer demand and demand from our...

CHINA SHOTO : 5000 IncomeShares Broadcom (AVGO) Options ETP marketscreener.com

Canada Goose Holdings press release ( GOOS ): Q4 Non-GAAP EPS of C$0.37. Revenue of C$453.3M (+17.9% Y/Y). For fiscal 2027, we expect: Revenue to increase approximately low-single digits compared to the prior year. Adjusted EBIT margin to be in the range of 11% to 12%. More on Canada Goose Holdings Inc. Canada Goose: Strong Brand Appeal Despite Margin Pressure, A Cautious Buy Canada Goose: 'Buy' This Company On Strong Holiday Sales Canada Goose Holdings Q4 2026 Earnings Preview Historical earnings data for Canada Goose Holdings Inc. Financial information for Canada Goose Holdings Inc.

翰博高新公告，公司于2026年5月14日召开第四届董事会第二十八次会议，审议通过了《关于变更回购股份用途的议案》，同意将回购专用证券账户中34.55万股库存股用途由“维护公司价值及股东权益，所回购股份将按照有关规定用于出售”变更为“用于后期实施员工持股计划或股权激励计划”。

Are you 50-something, give or take some years, and thinking about retiring in about a decade? If so -- and even if you're 20 years from retiring -- it's time to start thinking about your retirement income plan. Here are some tips on how to go about it, to set up as financially secure a retirement as possible. Image source: Getty Images. Continue reading

近日，Meta 员工周二在美国多个办公室分发了传单，抗议公司最近在他们电脑上安装鼠标追踪软件。路透社看到的传单照片显示了这一情况。这些传单出现在会议室、自动售货机上方以及这家 Facebook 母公司办公室的卫生纸架上，呼吁员工签署一份反对此举的在线请愿书。 根据路透社看到的照片，传单上写道：“不想在‘员工数据提取工厂’工作吗？” 此次传单分发发生在 Meta 计划裁员 10% 员工（即78865名员工中的约8000人）的约一周前，计划在2026年下半年进一步裁员。根据 Trueup 数据，2026 年科技行业已在 247 起裁员事件中裁减超过 9.5 万个岗位，平均每天减少 882 个职位。在这样的背景下，Meta 在员工电脑上安装了能够记录鼠标移动、点击和操作路径的软件。 这是迄今为止最明显的信号之一，表明这家硅谷巨头内部，一场劳工运动正在逐渐成形：一些员工开始将对公司计划围绕 AI 重塑劳动力结构的愤怒，转化为组织劳工行动的努力。而推动这一运动的压力，并非 Meta 独有。 这场抗议，有组织且合法 这场抗议并非一时兴起，而是具备一定组织性的行动。据了解，他们发放的传单和相关在线请愿书引用了美国《国家劳资关系法》（National Labor Relations Act），提醒签署者：当员工选择通过组织行动改善工作条件时，“在法律上是受到保护的”。 值得一提的是，抗议传单中引用美国《国家劳资关系法》并非修辞装饰，而是一个明确的法律信号，人力资源管理者需要认真对待。美国国家劳资关系委员会（NLRB）明确指出，使用 AI 干预员工的组织权利是违法的，尤其是在涉及数据收集或员工监控时。这一表述使得“用于训练 AI 模型的数据收集型鼠标追踪软件”处于一个法律敏感区域，尤其是在公司同时进行 10% 裁员的情况下。 据外媒报道，NLRB 之前已裁定 Meta 的保密协议违法，认为其中禁止被裁员工讨论工作条件的条款侵犯了员工的组织权利。而当前员工公开传播公司监控信息的抗议行为正是 NLRA 所要保护的典型活动。 传单引导员工参与请愿的同时，在英国，一部分 Meta 员工也已与 United Tech and Allied Workers（UTAW，隶属于 Communication Workers Union）合作发起正式的工会化行动，这些员工还搭建了一个网站，通过特定网址招...

SMIC reports 5% growth in first-quarter profit, missing forecast Reuters

Oracle Corporation $ORCL Shares Sold by Pinnacle Associates Ltd. MarketBeat

JStaley401/iStock via Getty Images The Dividend Dogs Rule This collection of Dogcatches is low priced, and 22 of them reveal ideal dividends supported by free cash flow. Sadly, May found that 44 dogs showed negative returns or failed the safety check, showing their free cash flow was inadequate to pay dividends; that meant paying dividends with borrowed money. With renewed downside market pressure to 66%, it could be possible for all 66 top-yield YCharts “attractive” low-priced dogs to become elite fair-priced, with their annual yield (from $1K invested) meeting or exceeding their single share prices. [See a summary of the top ten fair-priced May YCharts Attractive Low-Priced Dogs (below actionable conclusion #21 mid-article) and the “safer” choice and tag-alongs found by digging deeper into the Afterword, at the bottom of this article.] Actionable Conclusions (1-10): Brokers Expect 29.51% To 66.09% Net Gains From Top-Ten Attractive Low-Priced Dog s By May 2027 Six of the ten top Attractive Toy Dogs (tinted gray in the chart below) were among the top ten price gainers for the coming year based on analyst 1-year target prices. So, this May, 2026 yield-based forecast for them, as graded by Wall St. wizard estimates, was 60% accurate. Estimated dividend returns from $1000 invested in the ten highest-yielding stocks and their aggregate one-year analyst median target prices, as reported by YCharts, created the 2026-7 data points for the projections below. (Note: one-year target prices estimated by lone analysts were not applied.) Ten probable profit-generating trades projected to May 2027 were: Source: ycharts.com Upbound Group Inc. ( UPBD ) was projected to net $660.93 based on the median of target prices estimated by 7 analysts, less broker fees. The Beta number showed risk/volatility 84% over the market as a whole. PLDT Inc. ( PHI ) was projected to net 652.44, based on dividends, plus the median of target price estimates from 2 analysts, less broker fees. The Beta nu...

Canadian Tire press release ( CDNTF ): Q1 normalized diluted EPS was C$2.02 compared to C$2.00 in Q1 2025. Revenue was C$3,570.9M, up 3.3% or C$114.2M. More on Canadian Tire Corporation, Limited Canadian Tire Corporation, Limited (CTC.A:CA) Q4 2025 Earnings Call Transcript Canadian Tire Corporation, Limited 2025 Q4 - Results - Earnings Call Presentation Historical earnings data for Canadian Tire Corporation, Limited Dividend scorecard for Canadian Tire Corporation, Limited Financial information for Canadian Tire Corporation, Limited

中芯國際首季盈利升5% 信報網站

Alex Cristi /iStock via Getty Images The following segment was excerpted from the Allspring SMID Cap Growth Fund ( WMGAX ) Q1 2026 Commentary. The fund underperformed the Russell 2500 Growth Index benchmark during the first quarter that ended March 31, 2026. Fund performance and attribution Top Contributors and Detractors to Quarter-end Fund Performance CONTRIBUTORS • Carpenter Technology Corp. • Argan, Inc. • Curtiss-Wright Corp. • RBC Bearings Inc. ( RBC ) • ATI, Inc. ( ATI ) DETRACTORS • iRhythm Holdings, Inc. • MongoDB, Inc. • Affirm Holdings, Inc. • Astera Labs, Inc. ( ALAB ) • Hamilton Lane Inc. ( HLNE ) The holdings identified do not represent all of the securities purchased or sold during the period shown and should not be construed as a recommendation to purchase or sell a particular security. Information on calculation methodology and a list showing the overall contribution of each holding in the account for the period shown are available upon request. Click to enlarge Discussion of Contributors Tailwinds carry Carpenter Technology Corp. ( CRS ) to new heights. Carpenter Technology manufactures high-performance alloy metals used in aerospace, defense, and power generation. After years of capacity constraints across the aerospace industry, Carpenter Technology is benefiting from increased production rates at Boeing ( BA ) and recent regulatory approvals that are driving demand for mission-critical materials and components. Producing advanced alloys is both complex and capital intensive, giving Carpenter robust pricing power, which drove outsized earnings growth during the quarter. Carpenter remains well positioned to deliver strong performance through pricing, mix, and sustained aerospace demand. Argan, Inc. ( AGX ), relieves skilled labor bottlenecks. Power has become a critical input to the massive AI infrastructure build-out and the labor required to increase power output is in short supply. In addition to AI, increases in electric vehicle adoption, manu...

Hyperliquid (CRYPTO: HYPE) and Cardano (CRYPTO: ADA) share a market capitalization in the $9 billion to $10 billion range, yet nearly everything else about them is different. Hyperliquid is a blockchain that dominates in decentralized perpetual futures, a type of financial derivative contract that lets investors take leveraged positions on asset prices on a constant basis. Cardano is a smart contract platform that was intended to be a more rigorously designed alternative to Ethereum . In March, Hyperliquid briefly overtook Cardano by market cap. The two have since traded places again, and even if it happens a third time, over the long run, one of these two coins is likely to pull ahead. Here's what this means for investors trying to choose between them. Image source: Getty Images. Continue reading

Alex Cristi /iStock via Getty Images The following segment was excerpted from the Allspring SMID Cap Growth Fund ( WMGAX ) Q1 2026 Commentary. The fund underperformed the Russell 2500 Growth Index benchmark during the first quarter that ended March 31, 2026. Fund performance and attribution Top Contributors and Detractors to Quarter-end Fund Performance CONTRIBUTORS • Carpenter Technology Corp. • Argan, Inc. • Curtiss-Wright Corp. • RBC Bearings Inc. ( RBC ) • ATI, Inc. ( ATI ) DETRACTORS • iRhythm Holdings, Inc. • MongoDB, Inc. • Affirm Holdings, Inc. • Astera Labs, Inc. ( ALAB ) • Hamilton Lane Inc. ( HLNE ) The holdings identified do not represent all of the securities purchased or sold during the period shown and should not be construed as a recommendation to purchase or sell a particular security. Information on calculation methodology and a list showing the overall contribution of each holding in the account for the period shown are available upon request. Click to enlarge Discussion of Contributors Tailwinds carry Carpenter Technology Corp. ( CRS ) to new heights. Carpenter Technology manufactures high-performance alloy metals used in aerospace, defense, and power generation. After years of capacity constraints across the aerospace industry, Carpenter Technology is benefiting from increased production rates at Boeing ( BA ) and recent regulatory approvals that are driving demand for mission-critical materials and components. Producing advanced alloys is both complex and capital intensive, giving Carpenter robust pricing power, which drove outsized earnings growth during the quarter. Carpenter remains well positioned to deliver strong performance through pricing, mix, and sustained aerospace demand. Argan, Inc. ( AGX ), relieves skilled labor bottlenecks. Power has become a critical input to the massive AI infrastructure build-out and the labor required to increase power output is in short supply. In addition to AI, increases in electric vehicle adoption, manu...

2026年的春天，中国汽车行业交出了一份“冰火两重天”的成绩单。一方面是车展上琳琅满目的新车发布、发布会上振奋人心的技术突破，另一方面却是一份利润大幅缩水的一季报。据中国汽车流通协会乘联分会数据，今年1至3月汽车行业收入24128亿元，同比下降0.2%，成本21406亿元，增长0.7%，利润784亿元，同比下降18%，汽车销售利润率进一步降至3.2%，创下近十年新低。 这一水平明显低于下游工业企业约6%的平均利润率，目前中国的汽车行业并不缺乏产销规模，而是规模未能有效转化为利润。当“增收不增利”甚至“营收利润双降”成为头部车企的集体写照，一个问题则显然成为了重点：“消失的利润”究竟去了哪里？ 第二增长曲线背后的汇率 “暗礁” 中汽协数据显示，一季度国内汽车销量482.3万辆，同比下降20.3%。同期汽车累计出口222.6万辆，同比增长56.7%，其中新能源汽车累计出口95.4万辆，同比增长1.2倍。海外出口成为了“第二增长曲线”。纵观各家车企的一季报，最引人注目的共性特征是海外市场的强劲增长。海关总署数据显示，2026年一季度中国汽车整车出口231.2万辆，同比增长40.9%。在多重压力之下，出海已成为对冲国内市场疲软的核心，也成为推动车企营收增长的最大推手。 吉利汽车一季度营收838亿元，同比增长15%，总销量仅微增1%至70.9万辆，支撑营收增长的正是出口——当季海外销量20.3万辆，同比增长126%。奇瑞汽车一季度实现毛利105.64亿元，同比增长24.9%，毛利率从上年同期的12.39%跃升至16.04%，这一显著提升的背后，是其出口量占比高达65.4%的结构性优势——奇瑞当季出口39.3万辆，同比增长53.9%，海外单车均价高于国内，溢价率达到13.7%。 长城汽车同样在出口拉动下实现了营收451亿元、同比增长12.7%的成绩，当季海外销量13万辆，同比增长43.1%，海外占比接近一半。上汽集团也凭借出口占比提升，在营收1385.2亿元、归母净利润30.3亿元的稳中有增中展现了行业波动的抗压能力，其一季度出口32.5万辆，同比增长48.3%。 然而，出口规模越大的车企，面临的汇率敞口就越宽。自2025年4月以来，人民币开启新一轮升值，出口企业的利润表普遍受到汇兑冲击。这一短期扰动因素直接影响了多家头部车企的账面利润。比亚迪一季度财务费用约21亿元，较去年同...

Silver's breakneck rally in 2025 reached its peak on January 28 of this year, punching through $120 an ounce before an almighty crash of almost 30% in a single day sent prices plummeting back down to earth. While the precious metal was particularly subdued during the early throes of the Iran war, prices have gradually recovered since then. Both spot silver and silver futures have climbed 10% over the last month to each trade at around $87 an ounce. But analysts at HSBC say the metal is "fundamentally overvalued" and could diverge from gold in its trajectory. "We believe further room to the upside is limited as silver remains overvalued, in our view," they wrote in a note published on Thursday. "Gold prices will likely remain influential, but we believe the gold:silver ratio is likely to widen, allowing silver to ease even if gold rallies." @GC.1 @SI.1 1Y line Gold and silver prices have been under pressure since the war broke out Silver is used for a wide range of industrial purposes. It is an essential component in a variety of goods, from computers and mobile phones to solar panels and cars. As such, it is more sensitive to the economic cycle than gold, and HSBC sees the fortunes of the two metals splitting as a result of silver's more industrial properties. "Silver prices will be aided by still-high gold and a host of macroeconomic and geopolitical factors, but not necessarily driven higher by them," the analysts added. "Reduced industrial demand and supply increases may begin to weigh on prices as the year progresses and the threat of tariffs to gradually recede further as 2026 unfolds." But a lasting end to the U.S.-Israeli conflict with Iran would also boost both gold and silver prices , according to other market watchers. Philippe Gijsels, chief strategy officer at BNP Paribas Fortis, told CNBC on May 7 that he saw the downturn in gold and silver prices as a "consolidation phase." "We expect the secular bull market in gold and silver to resume and the metals ...

Semiconductor Manufacturing International Corp，China's ‌largest contract chipmaker, ‌on Thursday reported a 5% ​year-on-year increase in first-quarter profit. Profit attributable to owners of SMIC reached $197.4 ‌million ⁠in the quarter, missing analysts' estimates of $215.2 ⁠million, according to LSEG data. Revenue rose ​11.5% to $2.5 ​billion, ​in line with ‌analysts' expectations of $2.5 billion, according to LSEG.

誓言继承卡斯蒂略政治理念的桑切斯进入总统决选，也使本届选举再度呈现上一届秘鲁总统决选中左右对决的政治格局 当地时间2026年5月9日，秘鲁利马，秘鲁总统候选人藤森庆子参加母亲节庆祝活动。图：视觉中国 【财新网】 南美国家秘鲁在举行总统选举逾一个月后，终于确定进入第二轮投票的候选人名单。左翼议员罗伯托·桑切斯将在6月7日与保守派人民力量党领导人藤森庆子角逐总统一职。 此前在4月12日，秘鲁举行总统选举，超过2700万名选民从35个总统、副总统竞选组合中选出意向人选。秘鲁选举法规定，在第一轮投票中得票率过半的候选人将赢得总统选举；如果没有候选人获得超过50%的选票，得票数居前的两名候选人进行第二轮角逐。 新任总统将在7月28日就职，任期五年。其将成为秘鲁过去十年来的第九位国家元首。