格隆汇5月11日｜ST文峰(601010.SH)公告称，公司控股股东江苏文峰集团有限公司终止筹划控制权变更事项。停牌期间，文峰集团与意向受让方就控制权转让事宜进行了充分沟通，但因所涉事项较多，相关交易方经慎重考虑后终止筹划。目前，公司各项业务经营情况正常，终止筹划本次控制权变更事项不会对公司经营业绩和财务状况产生重大不利影响。公司股票将于2026年5月12日（星期二）开市起复牌。

东百集团公告，全资子公司平潭信汇资产管理有限公司拟将持有的福建烜达丰胜实业发展有限公司100%股权转让给北京云硅信息技术有限公司。本次交易基准日为2025年12月31日，暂定股权转让价款为人民币3.35亿元，后续将依据交割日烜达丰胜经审计的部分资产及负债变化等情况进行调整。本次交易完成后，公司不再持有烜达丰胜任何股份，烜达丰胜不再纳入公司合并报表范围。

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Sumala Chidchoi Lincoln International ( LCLN ), an investment bank headquartered in Chicago, is targeting up to $421M in its initial public offering of class A shares. The company is selling 20,604,046 class A shares, while 445,942 shares will be sold by certain existing stockholders. The selling stockholders are Dominique Lecendreux and Eric Wijs, according to the prospectus filed with the U.S. Securities and Exchange Commission. The IPO price is currently estimated at between $18.00 per share and $20.00 per share. The shares are expected to be listed on the NYSE under the ticker symbol LCLN. Net proceeds are intended to be used to purchase 20,604,046 newly issued common units from LILP at a purchase price per unit equal to the IPO price. LILP Non-controlling Partners holds the company's class B shares, representing ~6% of the voting power of the outstanding capital stock. The class C shares, representing ~87% of the voting power, are also held by LILP. More on Lincoln International, Inc. Lincoln International Begins IPO Process On Impressive Profitability Financial information for Lincoln International, Inc.

The Peruvian government on Monday authorized Petroperu to take on private loans in order to alleviate the liquidity crisis at the ailing state-owned oil firm. An emergency decree allowed the Finance Ministry to assume contingent commitments with domestic or international entities of as much as $2 billion to support Petroperu’s operations, as well as $500 million in short-term obligations. Details were published in Peru’s official gazette , weeks after Petroperu sounded the alarm on its liquidity situation. Petróleos del Perú SA , as the company is formally known, is struggling due to debts incurred in the construction its new Talara refinery, which opened in 2023 after years of delays and a total cost of more than $6 billion, twice its initial budget. Petroperu issued bonds in international markets to finance the project. With nearly $7.9 billion in debt as of February, Talara is on the verge of shutting down, former Chairman Roger Arévalo told a congressional committee last month. Petroperu has required about 17 billion soles ($4.9 billion) in state rescue packages over the past five years. Previous governments have floated restructuring plans, but none have yet been implemented. The new private bailout authorization meets what Petroperu requested last month, as the company navigates high global fuel prices due to war in the Middle East. Read More: Petroperu Needs to Borrow $2 Billion-Plus to Avert Fuel Shortage Peru’s interim president, José María Balcázar , had conditioned approval of new financing on a board shake-up. The company on May 3 appointed Edmundo Lizarzaburu as its new board chair, replacing Arévalo and becoming the fourth person to lead the company this year.

ST文峰公告，公司控股股东江苏文峰集团有限公司终止筹划控制权变更事项。公司股票将于2026年5月12日开市起复牌。公司于2026年5月7日收到控股股东文峰集团通知，控股股东正在筹划公司股份转让事宜，该事项可能导致公司的控制权变更，因此公司股票自2026年5月8日开市起停牌。停牌期间，控股股东与意向受让方就控制权转让事宜进行了充分沟通，但因所涉事项较多，相关交易方终止筹划本次控制权变更事项。目前，公司各项业务经营情况正常，终止筹划本次控制权变更事项不会对公司经营业绩和财务状况产生重大不利影响。

【导语】 最近在做 Multi-Agent（多智能体）投研系统时，我遇到了一个极其抓狂的问题： 一份真正复杂的研报，经常要跑几个小时，甚至整整一晚上。 当 Tokens 消耗到数万级别之后，响应时间会急剧上升，复杂任务甚至可能卡到一小时以上。 尤其是在以下场景同时发生时，延迟会变得格外明显： 多 Agent 协同 工具链调用 长上下文推理 结构化对抗分析 一开始，我以为问题只是单纯的“算力不够”，准备咬牙升级LLM的套餐，但是我的套餐的请求符合并没有打满，也没有链接的报错。问题可能AI面对超长Context导致的系统级别的阻塞，而且可能已经不是 GPU 本身了。 而是：“内存”，更准确地说，是大模型卡在了“数据搬运（Data Movement）”。 而最近资本市场和 AI 基础设施的变化，其实已经开始提前反映这一点。 一、AI 产业正在进入一个诡异的新阶段 过去两年，整个市场都在疯狂购买 GPU。 但现在，一线工程师发现了一个非常微妙的变化： 在很多 AI 系统里，GPU 的算力还没跑满，内存已经先崩了，于是Context管理成为了Harness Engineering的重要组成。 这背后其实意味着，AI 的核心瓶颈，正在发生历史性转移： 从 Compute-centric（以计算为中心） 转向 Memory-centric（以内存与数据移动为中心） 如果说 2023-2025 的主线是“GPU 算力革命”； 那么 2026-2028 很可能进入“内存架构革命（Memory Architecture Revolution）”。 而这场革命最重要的关键词，就是： CXL（Compute Express Link） 。 二、为什么 AI 突然开始“极度缺内存”？ 2026年5月，整个华尔街都被"存储芯片"的疯狂暴涨彻底打蒙了。 美光科技（MU）：过去12个月股价狂飙 700%，市值一举突破8400亿美元；西部数据（WDC）：一年内暴涨 900%；闪迪（SNDK）：更是上演了上市以来狂涨 3300% 的终极造富神话，单日暴涨16%直接突破1560美元。 无数踏空的投资者在深夜懊悔：曾经错过了英伟达，为什么错过了这波利润更丰厚的内存狂欢？ 答案很简单，思维依然停留在 "AI = 算力 = GPU" 的旧共识里。 这波存储股的彻底爆发，只是向市场揭开了一个残酷真相的冰山一角：...

The stock market is rewarding companies that seek out secular growth opportunities and don’t just rely on financial engineering to drive shareholder returns.

Since January 2007, Apple (NASDAQ:AAPL)’s flagship has been one product: the iPhone. For 19 years it defined the company, the cash flows, and the strategic narrative. In 2026, that center of gravity is shifting. The flagship is now a head-mounted ambient computing platform built around the Vision series and the upcoming Ray-Ban-style smart glasses, with ... For the first time in 19 years, Apple’s flagship isn’t a phone

Market participants are increasingly betting that the Federal Reserve may need to tighten monetary policy again over the next year, even as expectations for near-term changes remain limited. According to CME’s FedWatch Tool, markets currently expect the Fed to keep its benchmark interest rate within the 3.50% to 3.75% range through much of 2026. Probabilities tied to the June, July, and September 2026 meetings overwhelmingly favor the current policy band, signaling investors believe policymakers are still taking a cautious approach as they monitor inflation and broader economic conditions. Further out, however, expectations begin to shift. By the Federal Reserve’s April 2027 meeting, markets are implying nearly even odds of rates moving into the 3.75% to 4.00% range, highlighting growing concerns that inflation pressures could remain persistent or potentially reaccelerate. The evolving market outlook suggests traders are becoming less certain that the next major policy move will be a rate cut. Instead, investors increasingly see a scenario where resilient economic growth, firm labor market conditions, and stubborn inflation could push Federal Reserve officials toward another round of tightening later in the cycle. Market Tracking ETFs: ( DIA ), ( DDM ), ( DOG ), ( DXD ), ( SDOW ), ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), ( SH ), ( SDS ), ( SPXU ), ( QQQ ), ( QQQM ), ( TQQQ ), ( QID ), and ( SQQQ ). Fixed Income ETFs: ( TLT ), ( TLH ), ( IEF ), ( IEI ), ( SHY ), ( SGOV ), ( SCHO ), ( BIL ), ( AGG ), ( BND ), ( VCIT ), ( MUB ), ( MBB ), ( JNK ), ( LQD ), ( HYG ), ( VTIP ), ( TIP ), ( SCHP ), ( STIP ), ( TIPX ), ( SPIP ), ( WIP ), ( GTIP ), ( LQDI ), and ( RINF ). More on markets RBC Capital raises S&P 500 year-end target to 7,900 as it sees more upside ahead Trump gives the EU a July 4 deadline to finalize a trade deal and warns of higher tariffs Goldman Sachs flags Amazon and Alphabet for inflating S&P 500 earnings growth figures AI startup surge ignite...

财联社5月11日讯（记者 朱万平） 在今日举行的 贵州茅台 （600519.SH）召开2025年度及2026年一季度业绩说明会上，公司管理层回应了投资者关心的去年业绩下滑、代售模式、渠道改革、分红回报、股东购酒等问题。 针对2025年业绩表现，公司管理层在业绩会上表示，受市场环境变化等因素的影响，去年白酒行业面临较大挑战，公司为保全渠道韧性主动战略性收缩。去年Q4茅台酒市场价格波动加剧，为防止价格体系紊乱，公司果断牺牲短期业绩，暂停向社会渠道分销货品，导致Q4单季业绩下降。 此外，茅台系列酒2025年运营充满挑战，Q3和Q4公司连续收缩投放、加速动销。而依托政策托底，去年底市场渠道韧性得到修复，稳住了茅台系列酒的市场“基本面”。去年公司还严打海外“回流酒”乱象，对不合规渠道暂停供货，影响了海外营收表现。 进入今年一季度，贵州茅台营收同比实现正增长，但净利润增速明显低于收入增速。对此，公司表示，主要源于产品结构、价格体系、运营模式改革等因素扰动。今年Q1公司产品投放以“普茅”（53度、500ml飞天茅台）为主，精品茅台、陈年茅台等进行了降价，并以自营渠道投放为主，这导致今年Q1每吨酒的利润同比有所下降。 针对运营模式改革，近期全新上线的茅台代售模式备受投资者关注。所谓代售，是指经销商无需买断囤货、无需垫付资金，仅需缴纳保证金即可参与运营；消费者通过i茅台专属二维码下单，经销商按销售额抽取约5%服务费并按月结算，但这一模式也导致公司合同负债规模缩减。 图片来源：财联社记者 朱万平/摄 业绩会上，贵州茅台管理层透露，今年Q1贵州茅台基本未投放“代销”产品。从第二季度开始，代售模式逐步在全国多地落地。不过，据财联社记者了解，此前因多方面因素，代售模式一度在全国多地处于“实质性”暂停状态。 “我们代售的产品都处于缺货状态，最近都没有到过货。”一位四川地区的茅台经销商今日对财联社记者表示。 业绩会上，有投资者问及代售业务的后续规划。贵州茅台代总经理王莉表示，公司会根据i茅台、自营店等各渠道销售情况，同时会根据社会渠道的市场承载能力，综合统筹、动态调节产品投放，保持市场稳定有序。 近期，有业内企业追溯调整财报，有投资者问及贵州茅台相关问题。对此，公司管理层强调自身会计口径严谨，财报真实、准确、完整，公司严格遵循财政部《企业会计准则第14号——收入》的要求，即在客户取得相关商品控制...

格隆汇5月11日｜纽约期银突破86美元/盎司，日内涨6.35%。

据报道，Alphabet正在考虑首次发行日元计价债券，因为该公司寻求额外的资金来源以支持不断增长的人工智能投资。 据报道，此次潜在发行可能包括高级无担保日元债券，并将视市场情况而定。Alphabet据称已选定瑞穗银行、 美国银行 和 摩根士丹利 负责此次交易。 随着整个科技行业在AI基础设施、数据中心和云计算方面的支出持续上升，此举将分散Alphabet的融资策略。 该公司近期通过分别发行欧元和加元债券筹集了近170亿美元。随着AI领域竞争加剧，Alphabet还将其年度资本支出预测上调至1800亿至1900亿美元之间。 对投资者而言，此次计划中的日元债券发售表明，Alphabet在维持其积极的AI扩张计划的同时，愿意寻求成本更低的国际融资。尽管支出不断增加，该公司的资产负债表仍是科技行业中最强劲的之一。 责任编辑：张俊 SF065

公司第三财季广告收入从上年同期 20.4 亿美元降至 15.6 亿美元，主因是未获得超级碗转播权 福克斯公布第三财季营收下滑，今年无法转播超级碗，拖累广告收入同比走低。 内容概要 福克斯第三财季营收同比下滑，核心原因是本年度未能转播超级碗赛事。 受今年无缘超级碗赛事转播影响，广告收入同比承压，福克斯公布第三财季营收出现下滑。 公司当期净利润为 1.75 亿美元 ，上年同期为 3.54 亿美元；每股收益从 75 美分降至 38 美分。 调整后每股收益为 1.32 美元，高于 FactSet 分析师预期的 1 美元。 总营收从上年的 43.7 亿美元降至 39.9 亿美元 ，超出华尔街预期的 37.8 亿美元。 广告收入从上年同期的 20.4 亿美元下滑至 15.6 亿美元 ，主要由于今年未取得超级碗转播权，而去年福克斯曾转播该项赛事。 发行分销收入同比增长 3%，达 21.1 亿美元。 受体育赛事节目版权摊销及制作成本减少影响，公司整体费用有所下降，这同样主要源于今年未承办超级碗转播。 注：福克斯集团与《华尔街曰报》母公司 新闻集团 为同一控股主体。 责任编辑：郭明煜

eXp World ( AGNT ) declares $0.05/share quarterly dividend , in line with previous. Forward yield 3.03% Payable June 5; for shareholders of record May 22; ex-div May 22. See AGNT Dividend Scorecard, Yield Chart, & Dividend Growth. More on eXp World eXp World Holdings, Inc. Q4 2025 Earnings Call Transcript NY State Comptroller urges investors to vote against eXp's proposed reincorporation, all director nominees EXp World Holdings outlines $4.85B–$5.15B 2026 revenue target amid AI-driven expansion and agent productivity gains Seeking Alpha’s Quant Rating on eXp World Historical earnings data for eXp World

N Rotteveel/iStock Editorial via Getty Images Strategy ( MSTR ) is back buying Bitcoin ( BTC-USD ) just days after saying there would be no purchases following its Q1 earnings. The company bought 535 BTC for nearly $43M between May 4 and May 10 at an average price of around $80.3K per coin, even as BTC traded near $81K on Monday. The latest purchase lifted Strategy’s total holdings to 818.9K BTC, acquired for nearly $61.86B at an average cost of around $75.5K per asset. Chairman Michael Saylor said the company’s BTC Yield reached 9.4% year-to-date in 2026, while BTC holdings have already grown 22% this year. The move comes after a weak Q1 report where Strategy posted a GAAP EPS loss of -$38.25, missing estimates by $19.27. Revenue rose 11.9% YoY to $124.3M but still missed expectations. Saylor also recently promoted Series A Perpetual Stretch Preferred Stock ( STRC ), calling it “credit engineered” preferred equity backed by BTC and USD assets, designed for income, liquidity, stability, and long-term scalability. More on Strategy, Bitcoin USD, etc. Whale's Insight: Will Strategy Sell Bitcoin? Q1 2026 Earnings Highlights Strategy Inc (MSTR) Q1 2026 Earnings Call Transcript Bitcoin: The United States' Freezing Of Iranian Assets Has Exposed The Safe Haven Argument Again What's BlackRock planning? Led Q1 ETF rally; now moves $124M BTC & ETH White House aims for July 4 passage of Clarity Act, crypto adviser says

Comparing the Invesco S&P 500 Equal Weight Consumer Staples ETF (NYSEMKT:RSPS) and the State Street Consumer Staples Select Sector SPDR ETF (NYSEMKT:XLP) reveals how different weighting methodologies can impact sector exposure and risk within defensive stocks. Investors often turn to the consumer staples sector for its historically lower volatility and reliable dividends, as these companies provide essential goods that consumers buy regardless of economic conditions. While the State Street fund concentrations on industry giants, RSPS provides equal exposure to every staple company within the S&P 500 index. Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield. Continue reading

Edu Borja/iStock Editorial via Getty Images Michael Burry confirmed on his Substack that he purchased a new full position in MercadoLibre ( MELI ) last week in the $1600s after the e-commerce stock fell on earnings. "MercadoLibre has massive cloud-based infrastructure based on Amazon Web Services to support its operations as well as an internal developer program but does not market third-party cloud services," he wrote. Burry pointed out that MercadoLibre's ( MELI ) sales this year will near $40B, about 30% higher than 2025. He also noted that the company does not have stock-based compensation because its award system is cash-settled. "MELI is now well below my IV15 price, at which I expect long-term 15% annualized returns at 15 years or more," added Burry. Shares of MercadoLibre ( MELI ) gained 0.5% in premarket trading on Monday after shedding 12.7% on Friday. More on MercadoLibre MercadoLibre Q1: The Selloff Is A Gift MercadoLibre, Inc. 2026 Q1 - Results - Earnings Call Presentation MercadoLibre, Inc. (MELI) Q1 2026 Earnings Call Transcript Tech stocks lead Nasdaq with Datadog emerging as highest weekly gainer MercadoLibre signals continued investment posture as Q1 revenue grew 49%

动漫赛道，正迎来自己的当打之年。 一个是行业产值：中国动漫行业总产值已接近3500亿元；另一个是用户体量和衍生市场规模：当前，国内泛二次元用户规模突破5亿大关，泛二次元周边市场规模预计超6500亿元。 庞大的用户底盘叠加成熟的产业生态，让动漫被行业看到，更被广告主关注到。 在2026虎鲸文娱商业春季云发布中，优酷联合央视市场研究（CTR）发布的《2026动漫营销航海书》（简称《航海书》）也印证了这一趋势：调研显示，2026年57%的广告主计划在动漫领域增加预算，48%的广告主依托动漫IP营销持续深耕品类心智，累计合作超10个动漫IP。 热度在涨，品牌入局的意愿也越来越强。顺着这份《航海书》，不妨一同来看看，2026年动漫行业呈现出哪些新趋势，又能为品牌带来怎样的营销新价值？ 千亿产值、5亿+用户，动漫成长视频增长潜力股 从近3500亿行业产值和5亿+泛二次元用户的坚实底盘来看，动漫已然突破小众圈层，成为长视频行业潜力股。赛道整体呈现蓬勃向上的发展态势，具体可从三大趋势清晰窥见： 第一，产业势头凶猛，长视频平台持续加码布局。 《航海书》指出，2023-2025年长视频平台投资作品数量占比达55%。在2026虎鲸文娱商业春季云发布的片单中，优酷动漫储备了常青N代《沧元图 第三季》《师兄啊师兄 年番》《神墓 年番》《少年歌行之南明离火》，女频爆款《云深不知梦》、王炸新番《光阴之外》《楚乌》《东大高武学院》《莽荒纪》等数部精品IP。 图源优酷 第二、国漫领航破浪，内容质量与受众粘性双高。 《航海书》显示，近5年间，国产动漫稳步上新，其中国漫播放量占动漫总播放比例高达76%，且69%的泛动漫用户明确表示更偏爱国产动漫。 具体到内容端，国漫呈现出内容精品化、题材多元化两大特点。以优酷动漫为例，平台深耕“新国风 新原创”战略多年，已成长为55%国漫用户首选平台 。除仙侠玄幻、热血冒险等核心主题外，优酷动漫还持续布局中式民俗、都市学院、女性题材等内容，满足不同受众需求。 图源优酷 第三、动漫商业价值凸显，成为长视频增长新引擎。 除广告主投放意愿增强外，高达98%的广告主认同动漫营销能带来规模化新用户增长，92%的广告主认为动漫营销能帮助品牌破圈。 图源优酷 其中，有两大营销趋势值得重点关注： 一是内容联动，剧影漫一体化开发成为常态 。优质头部IP的开发正向多形态衍生延伸，形成丰富的...

在非上市寿险公司里，泰康人寿保险有限责任公司（简称“泰康人寿”）可谓是“一马当先”。 作为泰康保险集团的核心寿险平台，泰康人寿2025年交出了一份“营利双增”的亮眼答卷，但是光鲜财报的另一面，却是让人瞠目结舌的“合规翻车现场”。 近日，公安机关以“其他接触类诈骗案”对泰康人寿“全国销冠”任某敏立案侦查，涉案本金规模约3亿-4亿元。 “欺骗投保人”在泰康人寿的体系里也不是什么新鲜事，仅2026年以来的行政处罚中，就有多家分支机构有此类情况发生。 这场规模与合规的“失衡游戏”，泰康人寿还能玩多久呢？ 01.青岛分公司已有“造假”前科 保险行业最不缺的就是“造神运动”，而此次涉案的泰康人寿青岛分公司的任某敏，就是被公司捧上天的“顶流大神”。 这名1988年出生的山东姑娘，顶着泰康人寿“全国销冠”的光环，还曾拿下过“胡润中国保险卓越人物”的荣誉，可谓是泰康人寿的明星人物，也是公司用来打样板、拓客户的金字招牌。 在高净值客户和同事眼里，任某敏就是泰康人寿的“官方认证”，可谁能想到，这位“全国销冠”居然玩了一出“空手套白狼”的把戏。 据《财新》报道,近日，任某敏因巨额借款到期还不上，资金链断裂，精心编织的骗局一夜崩盘，第二天，青岛市公安局市南分局以“其他接触类诈骗案”对其立案侦查并将其带走。 任某敏此次涉案本金约为3亿-4亿元，堪称寿险圈近年最炸裂的“销冠翻车事件”。 从已披露的信息来看，任某敏的这场骗局手法并不高明，就是利用泰康人寿“全国销冠”的身份与公司信用背书，反复以“为公司冲业绩”“套取营销费用”为由，向身边人疯狂借款，直到资金链断裂才东窗事发。 事发后泰康人寿回应，称已派专项组去青岛、配合公安、内部自查、客户排查，最后承诺对于依法应由其承担的责任绝不推卸，堪称危机公关的“标准答案”。 可有一个关键问题，泰康人寿却避而不谈：一个保险代理人长期以公司名义大规模借款，动辄上亿资金往来，公司对此居然毫不知情？风控机制去哪儿了？ “打脸”的是，任某敏所在的泰康人寿青岛分公司，此前就曾因“造假”而被监管处罚。 2023年11月，因“销售误导、编制虚假方案套取费用、强制搭售”违法违规行为，泰康人寿青岛分公司被青岛金融监管局“警告并罚款43万元”，而任某敏正是从2023年前后开始向外界大规模举债的。 图片来源于国家金融监督管理总局官网 而在十年之前，即2016年12月，因“泰康人寿青...

格隆汇5月11日｜亚德尼研究公司总裁兼首席投资策略师Ed Yardeni：预计标普500指数将升至8000点以上。

存储的故事可能远未结束！ 刚刚， 半导体股在美股今日的盘前交易中多数上涨，英特尔盘前一度涨超6%，美光科技涨超4%，AMD涨超2%。高通股价盘前上涨9%，此前一周已累计飙升23.8%。 受近日美股存储芯片连续大涨刺激，亚太区芯片及存储芯片股今日大幅上涨。日本存储芯片股——铠侠大涨3.3%，报45940日元/股，按照今日最高价计算，该股过去一年暴涨约24倍。韩国三星电子及SK海力士各收升6.3%及11.5%，齐创历史收市新高。 股市“吹哨人”——摩根士丹利突然释放重磅信号：全球首席信息官中将人工智能列为首要任务的比例已上升至39%。相应地，全球人工智能数据中心投资预计在2026年至2028年间将达到约2.8万亿美元，年增长率约为33%。亚洲工业周期的根本 驱动力 正在从传统的房地产和一般制造业库存补给转向人工智能及其基础设施投资、能源安全与转型，以及国防和供应链韧性。 一场关于“超级周期”的宏大叙事，似乎正徐徐展开！ 爱在“芯”里 市场对于存储芯片的偏爱近期达到了一个小高峰。 上周五（5月8日）美国存储芯片大涨，美光涨超15%，闪迪涨超16%。受此刺激，亚太地区芯片股今天亦彻底爆发。韩国三星电子及SK海力士分别大涨6.3%及11.5%，齐创历史收市新高。日本存储芯片股铠侠大涨3.3%，报45940日元/股，过去一年升约24倍。 铠侠的市值已从今年日本第43位跃升至第5位，超过日立和索尼等科技竞争对手。铠侠原名东芝存储，于2018年由母公司东芝分拆完毕。贝恩资本控制了该公司，并进行投资以提高其产能，且于2024年12月上市。 《日经亚洲》报道指出，铠侠股价飙升，表明日本市场可能正经历从汽车股向芯片股的转变。截至2027年3月的财年，铠侠的营业利润将达到4万亿日元（折合约245亿美元），超过全球最大汽车厂丰田的3万亿日元，成为日本利润和市值方面无可争议的领导者。 大和证券资本市场分析师Kim Sung Kyu 4月将铠侠的目标股价上调至5万日元/股。他预计，铠侠将面临投资者要求提高股东回报的压力，并称三星电子等其他芯片制造商也面临类似的压力。 过去一年存储行业迎来超级大周期。闪迪涨幅高达41倍，西部数据涨幅接近10倍，美光和希捷涨幅也都超过了7倍。SK海力士接近9倍，三星电子这样的庞然大物都涨了超4倍。而且，这些股票的上涨都有业绩支撑。目前SK海力士的市盈率不到18倍，三...

golfcphoto/iStock via Getty Images My last article on Seeking Alpha focused on inefficiencies in the US Treasury secondary market that can improve the amount of interest income and expected return you can receive. The basic idea is that the supply and demand of various securities in the US Treasury market are not particularly efficient due to price-insensitive index funds and institutions on the buyer side and government mandates on which maturities to sell. You can use this to your advantage and earn close to a 6% expected return from Treasuries rather than the 4.25-4.50% or so that I think passive bond index funds will earn going forward. You can do the same thing in Treasury Inflation-Protected Securities (TIPS) and run the same strategy with inflation protection. How Do TIPS Work? In the 1990s, the US government noticed that investors were interested in purchasing inflation-indexed bonds after such bonds had become popular in other countries. The idea itself is quite old and has historically popped up in countries that were outside of the gold standard. The solution was to offer inflation indexed bonds. TIPS work a little differently from U.S. Treasuries. In plain vanilla Treasuries, you buy them and get interest payments at the stated rate, then your money back at maturity. Right now, a 10-year US Treasury pays 4.36% (but if you read my first article, you can see how I can get you more). On the other hand, 10-year TIPS pay a yield of 1.96% + they adjust your future principal and interest payments by the rate of CPI inflation over the next 10 years. If you take the difference, you can see that this implies a rate of inflation of 2.4% over the next 10 years. If inflation is higher, you profit by buying TIPS. If inflation is lower, you profit by buying plain vanilla nominal bonds. For reference, the actual rate of inflation I've calculated since 2000 is 2.60% annually. We were fairly close to the government's 2% inflation target until COVID, then the wheels fell o...

Hycroft Mining ( Nasdaq: HYMC ) on Monday said Chief Executive Diane Garrett had been appointed Executive Chairman while retaining her role as CEO. The gold and silver development company said the move followed a board review and was aimed at aligning board and management leadership as it advances the Hycroft Mine project. Hycroft also said it had begun a process to appoint three additional independent directors. The company said it expects to make additional senior management hires in the coming months following the recent appointment of Eric Colby as executive vice president for corporate development. Thomas Weng will continue to serve as lead independent director, the company said. HYMC +2.91% premarket to $39.56. Source: Press Release More on Hycroft Mining Hycroft Mining: A Hold Until The PEA Has A Date Hycroft Mining: Up 1,300% Since My Sell Call - Why I'm Still Bearish Block sees lowest interest from short sellers in March among crypto firms with over $2B market cap Flat gold prices YTD mask big moves in mining stocks Seeking Alpha’s Quant Rating on Hycroft Mining

由于基尔·斯塔默领导地位的政治不确定性可能使英国财政状况复杂化，英国国债收益率攀升，英镑走软。 英国30年期国债收益率升至5.63%，上涨5个基点，而英镑兑美元下跌0.14%至1.3608美元。此前，基尔·斯塔默领导的政府上周遭遇了一系列选举失利，工党在英格兰失去了超过1000个议会席位，在苏格兰排名第二，在威尔士排名第三。工党在全国的得票率降至17%。 英国国债和英镑的下跌反映出投资者的担忧，即旷日持久的领导层之争可能使英国的财政状况复杂化。借贷成本已然高企，而油价又加剧了通胀压力。超过40名工党议员公开呼吁斯塔默下台。安吉拉·雷纳和安迪·伯纳姆均被视为潜在的继任者，尽管两人都尚未正式宣布参选。 投资者在考虑领导层更迭是否可能意味着财政政策放松和支出约束软化，因此国债市场一直在密切关注英国政治动态。 三菱日联金融 集团高级货币分析师李·哈德曼表示：“基尔·斯塔默的首相任期似乎大势已去。”杰富瑞分析师莫希特·库马尔表示，该行的基本预期是“有序退出”，即斯塔默将为其继任者设定一个时间表。Peel Hunt首席经济学家卡勒姆·皮克林表示，政治因素目前给国债收益率增加了约10至15个基点，如果正式的领导权挑战出现，收益率可能进一步走高。 责任编辑：张俊 SF065

AnaptysBio ( ANAB ) on Monday announced the appointment of Christopher Murphy as Chief Financial Officer. Murphy, previously, served as CFO and CBO of Third Harmonic Bio. Before Third Harmonic, he served as a senior leader at Horizon Therapeutics. The company also appointed Owen Hughes as a member of its Board of Directors. More on AnaptysBio AnaptysBio: 'Hold' As Spin-Off Shifts Pipeline To First Tracks Biotherapeutics AnaptysBio: Upside Constrained By Undifferentiated Data, Legal Uncertainties GSK subsidiary Tesaro, AnaptysBio provide update on contract claim litigation AnaptysBio rises after completing First Tracks spinoff

IREN美股盘前跌超10%，现报55.03美元。

iamporpla/iStock via Getty Images Mosaic ( MOS ) down 5.2% pre-market Monday after missing Q1 adjusted earnings expectations, withdrawing its forecast for annual phosphate production, and saying it will limit capital spending for the year, as surging prices for sulfuric acid weigh on its operations. The company said the Middle East war and new Chinese export restrictions have sent raw materials prices soaring and raised concerns about the availability of sulfuric acid, which is used to produce phosphate fertilizers, as well as higher up the supply chain by heavy industry to make food, metals, paper, computer chips, and clean water. As a result of the volatile business conditions, CEO Bruce Bodine said Mosaic ( MOS ) is reviewing its operating plan for the rest of the year and has taken initial steps to partially curtail production at U.S. facilities in Louisiana and Florida and scale back additional production in Brazil. The move follows the company's announcement last month to idle two phosphate facilities in Brazil and cut jobs, which led to $442M in Q1 charges. Mosaic ( MOS ) swung to a Q1 loss of $257.6M, or $0.81/share, from a profit of $238.1M, or $0.75/share, in the year-earlier quarter, even while revenues rose 14% Y/Y to $3B, as raw materials costs in its phosphates segment jumped by $280M and the cost of production in its potash segment rose to $84/metric ton from $78/ton a year ago. For the current quarter, Mosaic ( MOS ) expects phosphate sales volumes of 1.4M-1.7M metric tons, reflecting partial curtailments at the U.S. facilities, and potash sales volumes of 1.9M-2.1M tons. For the full year, Mosaic ( MOS ) cut its capital spending guidance to $1.25B from an earlier forecast of $1.5B, reflecting an optimized project portfolio combined with the deferral of spending on less-time-sensitive projects to future periods. More on Mosaic Mosaic: The Market Is Too Pessimistic Despite Iran-Driven Fertilizer Supply Disruptions Mosaic: This Selloff Is A Classic Con...

2026年，外资持续聚焦港股及A股。 开年，摩根大通斥资超10亿港元扫货宁德时代、信达生物；一季度，高盛新进重仓富春染织（605189.SH），成为其十大股东之一。 根据富春染织披露的2026年第一季度报告，高盛持股数量达202.90万股，持股比例1.05%。这一布局是国际资本对富春染织价值与长期成长潜力的高度认可，也凸显出外资看好国内传统制造升级、高端新材料赛道的投资趋势。 筒子纱龙头地位稳固 当高盛的名字出现在富春染织的前十大流通股东名单上，它传递的信号远不止“看好一只股票”那么简单。而富春染织凭什么能入高盛法眼？第一层答案，藏在其“全球第一”的底气里。 富春染织深耕筒子纱染色领域超过20年，是国内唯一以筒子染色纱为主业的上市公司，更是全球最大的筒子纱染色工厂，拥有年产13.2万筒子色纱生产能力，在传统的袜业市场占据着较高的市场份额。目前，公司形成了集纺纱、染色、精加工、销售于一体的完整产业链，拥有安徽芜湖、湖北荆州两大生产基地，规模化优势行业领先。 作为“第一”，富春染织自然有自己的核心竞争力，在多年的经营生产中，公司自研出完全自主知识产权的富春标准色卡数据库，覆盖近千种色系并持续迭代，并将原先行业内普遍的来样定制模式，转变成仓储式生产模式，客户可像逛超市一样挑颜色、下订单，交货周期缩短一半，能耗与库存同步下降，实现标准化生产、批量生产、满缸生产的三重效益。 但真正让外资兴奋的，除了“第一”这个行业地位之外，还有正在发生的业绩质变。 2025年，富春染织全年营收34.09亿元，同比增长近12%；且四季度单季净利润暴增至5338万元，同比增幅高达138.53%。进入2026年，这一趋高增长势彻底爆发：一季度净利润达7330万元，同比暴增1415.88%，单季利润几乎追平2025全年。 这并不是偶然。长期以来，富春染织主动退出“内卷”式低价竞争，聚焦高质量订单；棉花与染化料价格上涨反而推升了盈利空间；AI驱动的智能印染系统落地、生产效能大幅提升；外部代工产能扩展至40万锭，从源头锁定原材料成本。 高盛看到的，正是这种“高质量发展拐点”——一个行业龙头，利润率从2.25%向8.0%+修复的确定性机遇。 看好PEEK材料增长前景 如果说筒子纱是富春染织的“基本盘”，那么PEEK新材料，就是让高盛真正“下单”的那张王牌。 PEEK是什么？是一种被誉为“塑料之王”的特种工...

Dole ( DOLE ) declares $0.085/share quarterly dividend , in line with previous. Forward yield 2.28% Payable July 8; for shareholders of record June 17; ex-div June 17. See DOLE Dividend Scorecard, Yield Chart, & Dividend Growth. More on Dole Dole: Strategic Portfolio Shift Strengthens This Real Food Leader's Re-Rating Dole: Still Expensive, But I'm Raising My Price Target Dole plc (DOLE) Q4 2025 Earnings Call Transcript Dole Non-GAAP EPS of $0.33 misses by $0.01, revenue of $2.34B beats by $110M Dole Q1 2026 Earnings Preview