格隆汇5月11日｜消息人士称，伊朗与美国谈判的进展可能取决于特朗普访华的结果。

格隆汇5月11日｜光通信概念股集体大涨，Applied Optoelectronics大涨逾24%，POET Technologies大涨逾23%，Lumentum大涨逾17%，Credo Technology涨逾9%，Ciena涨逾5%。

传奇生物将于5月12日周二盘前发布2026年第一季度财报，市场普遍关注其核心产品CARVYKTI的销售表现及公司盈利能力进展。根据已公布的初步数据，CARVYKTI第一季度净贸易销售额约为5.97亿美元。 市场预期方面，分析师预计传奇生物第一季度营收约为3.065亿美元，同比大幅增长约57%；每股亏损预计为0.17美元，较上年同期有所改善。此前已有机构将传奇生物Q1每股收益预估从亏损0.04美元上调至盈亏平衡。 CARVYKTI的销售增长仍是本季最大看点。该产品与 强生 合作开发，上一季度销售额为3.06亿美元。尽管第一季度通常受季节性因素影响，但CAR-T疗法的需求依然强劲，此前公布的约5.97亿美元初步数据远超市场预期。投资者还将关注2026年的产能扩张计划，以及前线治疗的监管进展。 盈利路径是市场另一核心关切。传奇生物此前仍处于亏损状态，净利率为负。投资者希望看到随着销售规模扩大，运营杠杆效应是否开始显现。此外，公司将在财报发布后举行电话会议，管理层对全年业绩指引及CAR-T竞争格局的看法备受关注。 责任编辑：张俊 SF065

Report suggests that popular initiatives such as NT Live and NT at Home are making UK audiences more adventurous Theatre streaming services and cinema screenings of stage performances are not a threat to “in-person” attendance and are making audiences more adventurous, according to new research commissioned by the National Theatre . Introducing the findings on Monday, the NT’s director, Indhu Rubasingham, said that the boom in filmed theatre had raised major questions including the concern that popular initiatives such as NT Live and NT at Home would have a negative impact on live attendance. The organisation commissioned research by the agency Indigo to learn more about audiences’ attitudes to filmed theatre. Continue reading...

(RTTNews) - After reporting a sharp pullback by U.S. existing home sales in the previous month, the National Association of Realtors released a report on Monday showing existing home sales rebounded by much less than expected in the month of April.

Nvidia (NVDA) Earnings Anticipation Fuels Tech Sector Optimism GuruFocus

第79屆世界衞生大會將於5月18日開幕，台灣方面至今沒有收到與會邀請。北京指，中國台灣地區在未經中央政府同意的前提下，沒有任何根據、理由和權利參加世衞大會。 外交部發言人郭嘉昆稱：「世界上只有一個中國，台灣是中國領土不可分割的一部分，中華人民共和國政府是代表全中國的唯一合法政府。在中國台灣地區參與國際組織，包括世界衞生組織活動問題上，中方的立場是一貫的、明確的，即必須按照一個中國原則來處理，這也是聯合國大會第2758號決議，和世界衞生大會25.1號決議確認的根本原則。中國台灣地區在未經中央政府同意的前提下，沒有任何根據、理由和權利，參加世衞大會。」 郭嘉昆指出：「台民進黨當局，頑固堅持『台獨』分裂立場，導致台灣地區，參加世衞大會的政治基礎不復存在。為了維護一個中國原則，捍衛聯合國大會及世衞大會相關決議的嚴肅性和權威性，中方決定不同意台灣地區參加今年世衞大會。任何違背一個中國原則、打『台灣牌』，搞政治操弄的圖謀，都註定以失敗告終。」

最新数据显示，随着美伊紧张局势推动油价持续攀升，美国民众对通胀的担忧急剧升温， 谷歌 搜索“通胀”一词的热度已超过2022年通胀高企时期的峰值水平。 数据显示，“通胀”一词的日均搜索量达564万次，同比增长44.9%。与此同时，搜索量最高的是“关税”和“油价”，后者同比暴增1009.6%，反映出能源成本已成为民众最关切的物价压力来源。 自2月下旬霍尔木兹海峡中断以来，全球基准布伦特原油从每桶约70美元一度飙升至近126美元。美国汽油价格从每加仑2.98美元涨至4.18美元，柴油逼近5.59美元的历史高点。 美国3月消费者价格指数已升至3.3%，创两年新高。报告指出，4月CPI同比涨幅进一步扩大，油价和半导体价格上涨持续向消费端传导。国际货币基金组织已将美国2026年通胀预期上调至3.2%，经合组织更大幅上调至4.2%。 密歇根大学4月消费者信心指数跌至上世纪50年代有记录以来的最低水平，民众预期未来一年物价将上涨约4.8%。通胀反弹也给特朗普政府带来政治压力，可能影响共和党在11月中期选举的选情。分析人士建议投资者关注债券ETF，以对冲通胀风险。 责任编辑：张俊 SF065

COMEX期铜涨3%，刷新1月29日以来盘中高位至6.49美元/磅。

CoreWeave, Inc. (NASDAQ:CRWV) is one of the 14 Stocks That Will Skyrocket. This stock is part of Alex Green’s list of “secret picks.” In fact, he goes as far as to call it an AI “Superstock.” To back up the claim, Green touts the firm as having agreements with OpenAI, Meta, NVIDIA, and other technology […]

Pierre-Emerick Aubameyang’s rampage hurts Marseille, Strasbourg struggle and Bastia hit a new low By Get French Football News It was a dramatic weekend of football in France. Pierre-Emerick Aubameyang and Emanuel Emegha played starring roles; so too did the Bastia fans, as the club exited the stage kicking and screaming. The word “fire” has been used a lot in Marseille this season , perhaps because it has been blazing or because Habib Beye has sought to extinguish it. Such talk was purely figurative – until this week. Aubameyang was not on the teamsheet when Marseille travelled to Le Havre hoping to end a run of three games without a win. Their recent slump has not only ensured they will fail to qualify for the Champions League, but it has put them in danger of missing out on European football altogether. Continue reading...

AMD Quietly Preps Radeon RX 9050 With 2048 Shaders, But Cripples It With 8 GB VRAM And Slower Clocks Wccftech

福克斯新闻援引与美国总统特朗普的通话报道称，特朗普表示，伊朗强硬派领导人将在谈判中妥协。 福克斯新闻记者在节目中谈到对特朗普的采访。 报道指出，特朗普表示，他将与伊朗打交道，直到达成协议。 特朗普还告诉福克斯新闻，如果美国重启对穿越霍尔木兹海峡船只的海上护航，这将是更大规模军事行动的一部分。 责任编辑：丁文武

Key PointsTesla generates a substantially larger amount of revenue than Lucid, establishing a clear lead in absolute financial scale.

Who will make the cut when England name their first Test squad of the summer?

科技巨头Alphabet计划首次进军日本债券市场，拟面向日本合格机构投资者发行多批次日元计价票据，以进一步拓宽融资渠道，为其大规模人工智能基础设施建设提供资金支持。该公司已聘请美银证券、瑞穗证券和 摩根士丹利 负责此次发行，具体规模预计达数千亿日元，条款将于本月内敲定。 此次发债正值Alphabet大幅加码AI投资之际。公司已将2026年全年资本支出指引上调至1800亿至1900亿美元，主要用于数据中心、服务器及网络设备等AI基础设施。今年第一季度，Alphabet单季资本支出已达357亿美元。 密集发债旨在为庞大的资本开支提供低成本资金。就在一周前，Alphabet刚刚完成了公司史上规模最大的欧元债券发行，并首次发行加元债券，合计募资近170亿美元。此前数月，该公司还首次发行了英镑和瑞士法郎计价债券。 Alphabet的AI投入已初见成效。财报显示，2026年第一季度Google Cloud营收同比增长63%至200亿美元，企业级AI解决方案首次成为云业务的主要增长驱动力，服务积压订单达4620亿美元。分析人士认为，强劲的债券持有人需求使Alphabet能够以较低成本从各币种获得充足资金，在维持财务灵活性的同时继续推进其AI扩张战略。 责任编辑：张俊 SF065

光通信概念股集体大涨，Applied Optoelectronics大涨逾24%，POET Technologies大涨逾23%，Lumentum大涨逾17%，Credo Technology涨逾9%，Ciena涨逾5%。

Source: Bloomberg, 2:37

Babcock & Wilcox (NYSE: BW) stock, the Akron, Ohio-based manufacturer of steam boilers and hydrogen gas production equipment, exploded (in a good way) Monday morning, soaring 24.9% through 11 a.m. ET despite badly missing analyst earnings forecasts for Q1. The earnings miss was the bad news. The good news is that Babcock handily beat sales forecasts. Heading into the report, analysts expected Babcock to report a $0.04 per share pro forma loss on quarterly sales of $157.2 million. In fact, the company lost $0.60 per share -- but its sales were a strong $214.4 million. Continue reading

Intel CEO Tips Plans for 'Exciting New Products' With Nvidia. What to Expect PCMag

Intel CEO Tips Plans for 'Exciting New Products' With Nvidia. What to Expect PCMag

Formula 1's on-track racing might look a bit different in 2026 than it did in 2006 or 1986, but it's reassuring to know that the sport's off-track action remains as engrossing as ever. Right now, that involves F1's stakeholders trying to get out of a corner they painted themselves into with the introduction of new V6 hybrid power units for 2026. We saw the first stab of that in Miami , with small tweaks meant to return some of the spectacle to qualifying, which succeeded. But it seems the sport is in a proactive mood, and further changes are coming to the power balance for 2027. But as we'll see, trade-offs remain. F1's current technical regulations, which came into effect at the beginning of this year, have been in the works for a while. As far back as 2022 , we knew there would be a greater emphasis on the electric side, a near-50:50 split with an all-new, supposedly less complex V6 turbo powered by carbon-neutral fuels, and active aerodynamics to cut drag. Two years later , the Fédération Internationale de l’Automobile (which organizes the sport) published the final regulations. A greater emphasis on the electrical side of the hybrid system was put in place as a sop to the auto industry, and it indeed succeeded in attracting new OEMs. But there were early concerns that the battery capacity would be too small to feed the powerful electric motor for most of a lap. And because there can only be an electric motor at the rear axle, not the front—supposedly out of fear that new entrant Audi would have too much of an advantage—cars could regenerate just a fraction of the total energy possible under braking. Read full article Comments

Key Points2026 could be a good year for a Roth IRA conversion if you're in a low tax bracket.

太空科技公司York Space Systems周一股价大幅下挫，此前做空机构Wolfpack Research宣布已建立空头头寸，并发布做空报告，直指该公司对五角大楼单一客户的过度依赖正面临重大风险。 Wolfpack Research在报告中指出，York Space Systems 2025年高达96%的营收来自向五角大楼旗下太空发展局出售卫星。然而，五角大楼已于今年4月下旬宣布取消对太空发展局“第3批次传输层”项目的未来资金支持，并着手解散太空发展局。 做空机构进一步披露，该传输层项目将被“太空数据网络”取代。根据4月28日公开的五角大楼预算文件，SpaceX旗下的Starshield已被列为太空数据网络的指定供应商，文件中并未提及针对第二家卫星供应商的竞争性招标安排。 Wolfpack Research还与多名前员工进行了交流，这些员工对York提出批评，称该公司在争取合同时存在欺骗太空发展局的行为，并在生产过程中偷工减料，交付的卫星其关键任务软件尚未完成开发。 York Space Systems于今年1月完成IPO，其增长预期建立在此前为太空发展局持续供货的基础之上。该公司定于本周三举行下一次财报电话会议。截至发稿，York Space Systems尚未对做空报告作出正式回应。 责任编辑：张俊 SF065

Key PointsThe Vanguard Total Stock Market ETF and Schwab U.S. Broad Market ETF both offer exceptionally low expense ratios of 0.03%.

Flex CEO Revathi Advaithi joined Bloomberg Open Interest to explain why she is leaving the top job to lead Flex’s AI infrastructure spinoff, a $6.5 billion business. She says the opportunity is bigger than just AI data centers. It's a a long-term transformation of power, cooling, and the electrical grid. (Source: Bloomberg)

Revenue growth of 64% quarter-over-quarter through ramp-up of critical mineral recycling facility, and significant advancements in development of critical mineral mine and refinery Revenue growth of 64% quarter-over-quarter through ramp-up of critical mineral recycling facility, and significant advancements in development of critical mineral mine and refinery

Source: Bloomberg, 11:48

Micron helps DRAM become the fastest ETF to hit $6.5 billion: Chart of the Day AOL.com

Alibaba Group Holding (BABA) is back in focus as a cluster of analyst upgrades intersects with fresh AI product rollouts, including warehouse robots and conversational shopping tools embedded across its core ecommerce platforms. See our latest analysis for Alibaba Group Holding. Alibaba’s recent AI launches and analyst upgrades come after a 10.0% 1 month share price return and a 5.1% gain over the past week. However, the stock is still down 10.1% year to date, while the 1 year total...