【有線新聞】內地氣溫持續上升，預計未來三日，華北多地氣溫將刷新今年以來新高，局部地區最高可達37度。至於廣東和福建雨勢會增強。 中央氣象台預計，太原、天津、石家莊等地將迎來今年首個高溫日。河北、山東、河南等氣溫最高可達35度，局部地區達到37度。受到地面氣旋影響，華北天氣乾燥和暴曬，當局提醒做好防曬措施。而華南地區降雨持續，廣東和福建今明兩日雨勢增強，預計廣東北部、福建中西部有暴雨。

CoreWeave (NASDAQ: CRWV) has had a phenomenal 2026. Its stock is up nearly 60% since the start of the year, but nearly all of that rally started once the calendar flipped to April. With returns like that, investors would be forgiven if they thought they had missed the best of CoreWeave's stock, but once you look at its growth rates, it may cause investors to take another look. The reality is that CoreWeave's business is rapidly expanding, which usually warrants a rapidly increasing stock price. That's exactly what we're seeing, but has the stock run up too far, too fast? Or is the growth driving this rise? Image source: Getty Images. Continue reading

Taiwan Semiconductor jumps 33% YTD as AI demand and advanced-node expansion fuel growth, but valuation and margin pressures may limit upside.

TSM Stock Up 33% YTD Amid Valuation Risk: Buy, Hold or Sell? TradingView

中共中央政治局委員，外交部長王毅表示，中國讚賞巴基斯坦促成美、伊談判，中方將繼續支持巴方的調解。 王毅昨晚跟巴基斯坦副總理兼外長達爾通電話。他重申中方原則立場，讚賞巴方促成美、伊談判並延長臨時停火，希望巴方保持信心、加大斡旋，為妥善解決霍爾木茲海峽開放問題，早日恢復地區和平做出貢獻。 中方將繼續支持巴方的調解，並為此做出自己的努力。又指面對變亂交織的世界，雙方應在聯合國等多邊平台，發出中、巴正義聲音，共同捍衛多邊主義。 達爾則感謝中方支持巴方促談努力，期待同中方加強協調配合，共同為維護地區和平穩定，發揮積極作用。

Trump Ready To Raise "Core Of China's Core Interests" In Xi Summit: Daily Schedule & What To Expect Chinese President Xi Jinping is expected to raise the issue of increasingly costly US arms transfers to Taiwan during their bilateral summit at the end of this week, spanning Thursday through Friday. Taiwan of course remains the "core of China's core interests" - as Beijing has in the recent past characterized the issue . While Trump officials have previewed that it will be focused on trade and investment, the White House too is reportedly placing Taiwan and regional geopolitical hot button issues on the agenda. "I'm going to have that discussion with President Xi," Trump told reporters at the White House, specifically on the question of weapons sales. "President Xi would like us not to, and I’ll have that discussion. That's one of the many things I’ll be talking about." via Reuters Also there's the looming question of the future of the Iran war and blockaded Strait of Hormuz. Currently there's a stalemated situation and supposed ceasefire which is barely holding. By many accounts, Trump was hopeful that the Iran 'excursion' would be wrapped up by now, but it now seems to be sliding into protracted quagmire - critics point out. The WSJ says that Beijing is feeling confident as it prepares to receive Trump and what's looking to be a rather large entourage : But behind the scenes, Beijing feels more emboldened, and more insistent on defending areas it regards as vital to its long-term strategic interests. These include resisting U.S. pressure to relax its grip over global supply chains and fundamentally rebalance trade between the two countries. They also include urging Washington to look the other way as it pressures Taiwan, the self-ruled island that Beijing claims as its own, and as it projects military power across Asia. “They feel very well about how last year played out,” said Jonathan Czin, a fellow at the Washington-based Brookings Institution and a former U.S. ...

Microsoft (MSFT) Is Michael Burry’s Top Choice For 2026 Insider Monkey

私人航空服务提供商flyExclusive周一公布2026年第一季度财报，营收同比增长9%，连续第二个季度实现正向调整后EBITDA，毛利率大幅提升近7个百分点至20%。 一季度业绩：营收增长9%，净利润亏损收窄 财报显示，公司一季度营收达9635万美元，较去年同期的8813万美元增长9.3%。净亏损为650万美元，去年同期为亏损545万美元。调整后EBITDA为20万美元，较去年同期亏损640万美元显著改善约660万美元。毛利率从13.1%跃升至20%，同比提升699个基点。 运营亮点：可用率提升7.6%，MRO收入增长14% 公司核心运营指标全面改善。可用率同比提升760个基点，每提升1个百分点约可贡献250万美元年度利润。核心机队利用率提高15%，总飞行小时数增长7%，所用飞机数量反而减少7%。MRO收入同比增长14%，多元化收入来源进一步强化。 成本控制：退出非核心资产，债务减少1000万美元 公司持续清理低效资产，非核心飞机月度运营亏损已从2024年初的超300万美元降至30万美元以下，降幅达90%。长期应付票据减少1000万美元，ATM融资机制下尚有9800万美元可用额度。SG&A占营收比重下降25个基点，人均SG&A营收增长9%。 管理层展望：进入执行期，拟年增20架飞机 创始人兼首席执行官Jim Segrave在财报电话会上表示，flyExclusive目前已基本完成转型阶段，进入执行期，专注于提升利用率、发展分式及俱乐部项目、扩大MRO业务，并将运营改善转化为财务成果。公司计划2026年新增约20架飞机，预计将完成JET AI交易以增强调度能力。 关于全年指引，管理层表示由于行业季节性和宏观动态，暂不提供正式全年预测。受财报数据影响，FLYX股价盘后小幅下跌1.75%。 责任编辑：张俊 SF065

【有線新聞】跨部門監察燃油供應專責組公布，周日起減免所有商用車隧道費一半。 所有巴士、貨車、小巴和的士使用所有政府收費隧道及青沙管制區半價，為期兩個月，直至7月16日。「易通行」系統將會調校，車主毋須申請，只需按系統顯示已減免的金額繳費。不過的士乘客過隧道，仍要按法例支付全額隧道費。

Larger-Than-Ever Single-GPU Quantum Simulation AMD

PM accused of dragging heels on forcing tech firms to block transmission of nude photos on children’s phones Internet safety and children’s rights campaigners say they have been frustrated for months by Keir Starmer’s lack of leadership on blocking child abuse images on children’s phones, speaking out after Jess Phillips resigned from the government saying she was tired of seeing “opportunities for progress stalled and delayed”. The influential Labour politician was one of four ministers who quit on Tuesday and joined more than 80 MPs to have called for the prime minister to go. Continue reading...

美国4月消费者价格指数（CPI）数据显示，能源价格飙升成为推动通胀的主要驱动力，汽油同比涨幅高达28.4%，能源指数同比上涨17.9%，贡献了整体通胀涨幅的四成以上。 能源板块：汽油领涨，航空燃料传导效应显现 美国劳工统计局周二公布的数据显示，4月CPI同比上涨3.8%，创2023年5月以来新高，高于市场预期的3.7%。经季节性调整后，环比上涨0.6%。 能源板块成为通胀上涨的绝对主力。4月能源指数环比上涨3.8%，同比涨幅高达17.9%。其中，汽油价格环比上涨5.4%，同比飙升28.4%。燃油价格同比暴涨54.3%，电价同比上涨6.1%。 航空燃料价格上涨的传导效应已显现——过去12个月机票价格大涨20.7%。正如Bankrate金融分析师斯蒂芬·凯特斯所言，消费者正陷入“双重挤压”：既要承受汽油价格飙升的剧痛，又要面对其他核心生活开支的缓慢上涨。 住房与食品：额外推手 除能源外，住房和食品价格也为通胀提供了支撑。4月住房指数环比上涨0.6%，同比上涨3.3%。食品指数结束3月持平态势，环比上涨0.5%，同比上涨3.2%。其中，牛肉价格同比大涨14.8%。 穆迪首席经济学家马克·赞迪指出，对大多数家庭而言，最关心的正是一加仑汽油和一磅牛肉的价格，而这两项涨幅都很大。 政策展望：降息预期进一步延后 核心CPI同比上涨2.8%，环比上涨0.4%，均超出市场预期，显示通胀压力已不仅限于能源领域。 通胀韧性持续超预期，市场对美联储降息预期进一步降温。Schroders高级经济学家George Brown指出，随着降息在2026年已不太可能，政策辩论已转向美联储是能够按兵不动，还是最终被迫收紧。 责任编辑：张俊 SF065

OpenAI has agreed to cap the total revenue it shares with Microsoft Corp (NASDAQ:MSFT) at $38 billion through 2030, down sharply from a prior arrangement that could have generated as much as $135 billion in cumulative payments for the software giant, according to people familiar with the...

【有線新聞】宏福苑宏志閣開始第二輪分批上樓執拾。 唯一沒有受大火波及的宏志閣，居民繼去年12月後再次上樓執拾。今次每戶最多四人上樓，最多逗留在單位三小時，亦開放升降機使用。 有居民帶同紅白藍膠袋、行李箱、紙皮箱等搬運，亦有人搬出冷氣機、微波爐等電器。有居民指時間有限，必須要篩選。宏志閣居民呂先生：「清單是有的，我有兩頁清單列出有甚麼要執拾，有沒有一些未過期食物要搬，亦都有些衣物。連被子都沒有，幸好有捐贈，當時搬進（過渡屋）只有9度。」 宏志閣居民林先生：「我這裡住30多年，現在不知何時可以再回去。當然沉重，以及有那麼多街坊離開。影幾張相，因為不知道何時回去，不知道下次回去會否有人破壞。」

亚马逊 周二宣布，其主打的“Amazon Now”30分钟极速配送服务正在大举进入全美数十个新城市，标志着这家电商巨头在争夺消费者“最后一小时”的战役中迈出了关键一步，直接挑战Instacart与 DoorDash 等即时配送领域的先行者。 服务亮点：3.99美元享受极速体验 Amazon Now专为消费者急需的商品设计，覆盖从生鲜到日用百货等多个品类。据悉，Prime会员每单仅需支付3.99美元即可享受该服务，非会员则为13.99美元；订单不足15美元时需加收小额订单费。亚马逊全球运营高级副总裁Udit Madan表示：“无论是晚餐食材，还是登机前的耳机，你都可以在半小时内获得。” 仓储革命：前置仓提速至30分钟 极速送达的秘诀在于物流模式的革新。不同于亚马逊传统的郊区大型仓库，Amazon Now依托于分布在人口密集区的“微型物流中心”。这种前置仓模式大幅缩短了运输距离，使得从下单到送达控制在30分钟内成为可能，并在大多数运营区域提供全天候24小时服务。 巨头角力：即时零售战事升级 亚马逊此举正值美国即时购物市场高速增长期，据预测该市场规模将在2029年超过555亿美元。截至目前，Amazon Now已在亚特兰大、达拉斯、费城和西雅图广泛铺开，并在奥斯汀、丹佛、菲尼克斯等地快速扩张，目标是在年底前触达数千万消费者。这不仅是对 沃尔玛 及配送平台的反击，更是利用其庞大的用户基础将物流能力变现为新的利润增长点。受此影响，Instacart等竞争对手股价近期出现波动。 责任编辑：张俊 SF065

Shiseido Company press release ( SSDOY ): Q1 net sales of ¥232B (+3.7% Y/Y). Core operating profit of ¥13B. More on Shiseido Company Top and bottom quant-rated midcap consumer staple stocks after latest quarterly results Seeking Alpha’s Quant Rating on Shiseido Company Historical earnings data for Shiseido Company Dividend scorecard for Shiseido Company Financial information for Shiseido Company

Taiwan Semiconductor Manufacturing Co Ltd stock (TW0002330008): Approves $20B Arizona expansion and AD HOC NEWS

sharply_done/E+ via Getty Images Matador Resources ( MTDR ) up 1.4% in Tuesday's trading as Truist upgraded the oil and gas company to Buy from Hold with a $67 price target, raised from $60, believing the shares at current levels represent an attractive entry for small-to-midcap leverage following strong Q1 earnings to "the best basin in the Lower 48 with strong inventory depth, a growing base dividend, and an aligned management team." Matador ( MTDR ) stands out as having built a formidable Delaware Basin position that now stands at 212.5K net acres with ~1,600 gross locations, providing an attractive 12 years of inventory depth, among the highest of oily smid-caps and warranting a higher multiple, alongside a 17.3K net acre position in the Haynesville/Cotton Valley, Truist analyst Gabe Daoud said. On Matador's ( MTDR ) Q1 earnings conference call , management said the company will remain patient with the potential to accelerate some TILs this year given efficiencies, but otherwise it will continue with its "profitable growth at a measured pace" mantra, while noting continued progress in Q1 by leveraging electric and hybrid-electric fracturing fleets, increased simul- and trimul-fracs, increased water recycling, and operational AI-integration maintaining well cost guidance of $785-$805/ft, among the lowest in the Delaware Basin. More on Matador Resources Matador Resources Q1 2026 Earnings Call Presentation Matador Resources: 78 Insider Buys, Zero Sells, 4x EV/EBITDA Matador Resources: The Market Is Not Perceiving The Full Valuation

医疗设备公司SI-BONE公布一季度财报并上调全年业绩指引，同时美国医疗保险和医疗补助服务中心（CMS）提出的一项新规若获通过，其核心产品iFuse Bedrock Granite相关术式的医院支付标准可能大幅提升。 第一季度业绩超预期，运营杠杆效应显著 财报显示，公司一季度全球营收达5260万美元，同比增长11.2%，超出市场预期的5111万美元。净亏损从去年同期的650万美元收窄至430万美元，调整后EBITDA达250万美元，同比大增逾440%。公司首席执行官Laura Francis在财报电话会上表示，运营支出增幅仅4%，远低于营收增速，实现了近2.5倍的运营杠杆。 上调全年业绩指引 基于一季度强劲表现，公司将2026年全年营收指引从此前的2.285-2.325亿美元上调至2.30-2.33亿美元，预计同比增长约14%至16%。全年毛利率预期从78%上调至约79%。 CMS新规：Granite术式或迎重大利好 CMS在其2027财年住院病人前瞻支付系统拟议规则中提出，为采用iFuse Bedrock Granite的复杂脊柱融合术创建新的MS-DRG分组并提高支付标准。据公司透露，新规或使医院每台手术的平均支付额增加高达5万美元，该提案预计将于2026年10月1日生效。 分析师观点 多家投行维持对SI-BONE的积极评级，但由于板块整体估值压缩，部分机构下调了目标价。Truist将目标价从20美元下调至18美元，TD Cowen从22美元下调至18美元，均维持买入评级。 责任编辑：张俊 SF065

CME Launching Futures Market For AI Compute US derivatives exchange CME Group and index provider Silicon Data have teamed up to create a futures market for computing power, a key source driving the AI boom. Bloomberg reports that the futures will help traders, financial firms, AI builders and cloud providers manage volatility and price swings . Indexes from market-intelligence firm Silicon Data will help underpin the products. The project is still pending regulatory review. “As the backbone of the digital economy, compute is the new oil of the 21st century,” CME CEO Terry Duffy said in the statement. “Every AI model trained, every transaction cleared and every byte of data processed runs on compute, which is becoming a fast-emerging asset class in its own right.” CME’s addition of compute futures signals a broader shift to make the asset tradable like other commodities . Creating a futures market can help make the costs more transparent and raise overall market efficiency. Computing power, better known as "compute", has seen soaring demand as AI companies use it to power their systems. BlackRock CEO Larry Fink said last week that a new asset class will likely be buying futures of compute given the shortage and high demand. Futures contracts, which give investors the ability to bet on the future value of a commodity such as oil or metals at a certain date, are traded on exchanges such as Chicago-based CME’s, and require a brokerage account that’s approved to trade futures. The need for compute power has been growing as AI technologies have scaled. But until now, it’s been difficult to hedge against price swings and other costs. The index from Silicon Data, which is backed by trading firm DRW Holdings, provides a benchmark for traders and others to follow, giving insight into the cost of goods for those building AI products or in need of graphics processing unit computing power. Silicon Data, founded by former DRW trader Carmen Li, created daily GPU benchmarks for on-...

Stephen Curley已辞去Western Alliance Bancorporation全国业务线首席银行官职务，将出任Eagle Bancorp， Inc．总裁兼首席执行官，自2026年7月6日起生效。 任命背景 Curley的任命是Eagle Bancorp董事会经过全面评估后作出的决定，此前现任首席执行官Susan Riel于2025年11月宣布退休计划。Riel将继续履职至7月5日以确保平稳交接，退休后将以顾问身份服务12个月。 Eagle Bancorp独立董事会主席James A． Soltesz表示，此次遴选重点在于寻找一位在贷款业务、保证金增长、资本配置及风险管理方面均具备丰富经验的领导者。 Curley履历 Curley拥有超过25年银行业从业经验。在Western Alliance任职期间，他担任全国业务线首席银行官，同时兼任旗下联盟协会银行分部总裁，主导推动了零售银行、小企业贷款及商业客户服务等多项业务。Curley将于上任之日同步加入Eagle Bancorp及EagleBank董事会。 市场反应 早盘交易时段，Western Alliance股价下跌1.3%，Eagle Bancorp下跌1.9%。分析人士指出，Western Alliance面临高层领导调整带来的战略不确定性，而Eagle Bancorp股价在过去六个月内已大涨56%，市场对新管理层能否带领公司实现业绩反转抱有期待。 责任编辑：张俊 SF065

Acadia Healthcare ( ACHC ) and Centene ( CNC ) were pitched as long ideas by Greenlight's David Einhorn at the Sohn Investment conference in New York City on Tuesday. Einhorn also pitched Fluor Corp. ( FLR ) as a long at the charity conference. The hedge funder also pitched Versant Media ( VSNT ) and Victoria's Secret ( VSCO ) as long ideas at the conference. Greenlight initiated a new medium-sized position in Versant ( VSNT ), which was recently spun off from Comcast ( CMCSA ) and owns channels like MS Now, CNBC and USA Network, according to Greenlight's Q1 letter viewed by Seeking Alpha last month. "While the legacy cable business faces ongoing cord-cutting, over 60% of its programming is tied to live news and events, which we believe is more resistant to subscriber losses than other entertainment categories," Greenlight wrote last month. Shares of Centene ( CNC ) rose 5%, Acadia Healthcare ( ACHC ) advanced 3.2%, Versant fell 2.8% and Victoria's Secret ( VSCO ) was unchanged, --with reporting by Rob Williams in New York. More on Acadia Healthcare, Centene, etc. Fluor Corporation 2026 Q1 - Results - Earnings Call Presentation Fluor Corporation (FLR) Q1 2026 Earnings Call Transcript Centene: Further Upside Will Require Better Execution Fluor narrows 2026 adjusted EBITDA outlook to $525M-$560M amid Middle East disruption risk Fluor misses Q1 estimates

格隆汇5月13日｜据Politico：美国副总统万斯将聘请Cliff Sims担任国家安全顾问。

JD.com Inc. (NASDAQ:JD) is one of the 9 Stocks Big Short’s Michael Burry Is Betting On. On May 5, an SPDB analyst set a target price of HK$135 on JD.com Inc. (NASDAQ:JD) and maintained a Buy rating on the stock. This reflects a 14.5% upside from here on. Michael Burry usually backs stocks for much […]

Coherus Oncology周二公布一季度财报，重申2026年核心产品LOQTORZI季度销售额目标为约1500万美元，同时预计年中将迎来多项关键管线数据读出，包括casdozokitug和tagmokitug的临床进展。 LOQTORZI：一季度销售环比回落，新启动患者创新高 财报显示，LOQTORZI第一季度净销售额为1180万美元，较去年第四季度的1240万美元有所回落，但同比增长61%。公司首席商务官Sameer Goregaoker将环比下滑归因于正常的一季度季节性和恶劣天气影响。 尽管销售额环比回落，LOQTORZI新启动患者数仍创下历史新高，订购账户宽度和深度均增长21%。公司重申全年季度需求增长预期为10%至15%，2026年目标季度销售额约为1500万美元，2027年目标提升至3000万至3500万美元，2028年峰值季度销售额预计达约4400万美元。 管线进展：casdozokitug与tagmokitug年中数据读出在即 公司管线进展备受市场关注。Casdozokitug联合toripalimab和贝伐珠单抗一线治疗不可切除肝细胞癌的随机二期试验已完成患者入组，预计于2026年年中首次数据读出。此前公布的数据显示，在标准治疗基础上加入casdozokitug后，总缓解率达38%，完全缓解率达17%。 Tagmokitug的1b/2a期研究也在持续推进，评估其与toripalimab联合治疗多种晚期实体瘤的疗效。公司预计2026年下半年公布其在4线以上结直肠癌患者中的初始数据。 财务概况：现金充足支撑至关键里程碑 一季度财报显示，公司营收为1231万美元，略低于市场预期的1463万美元；每股亏损0.25美元，优于预期的亏损0.28美元。截至季末，公司持有现金约1.67亿美元，管理层表示资金足以支撑至关键数据里程碑。 Coherus已完成向创新肿瘤公司的战略转型，将核心增长引擎锁定在LOQTORZI的商业化扩张及管线资产的临床推进上。分析人士指出，年中及下半年密集的数据读出将成为影响股价的关键变量。 责任编辑：张俊 SF065

Alibaba Group Holding Limited (NYSE:BABA) is one of the 9 Stocks Big Short’s Michael Burry Is Betting On. Since the US government has made it impossible for Chinese companies to buy top-tier Nvidia chips, Alibaba has tackled this issue by using local alternatives, positioning itself as a leader in China’s rush to build and own […]