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一季度资本市场波动 拖累上市险企净利同比跌17%

格隆汇 📅 05/05 19:11
格隆汇5月5日|据一财,正如此前业内预期,由于一季度的资本市场波动,拖累了上市险企今年首季“成绩单”的整体利润表现。据统计,一季度5家A股上市险企共计实现归母净利润698.83亿元,同比下跌16.98%,并出现“二升三降”的分化局面。尽管如此,业内分析师认为,一季度的盈利表现主要受股市短期波动影响,不影响险企实际价值。东吴证券首席战略官、非银金融首席分析师孙婷团队表示,一季度上市险企产寿险负债端均...

IQVIA Non-GAAP EPS of $2.90 beats by $0.08, revenue of $4.15B beats by $50M

Seeking Alpha 📅 05/05 19:10
IQVIA press release ( IQV ): Q1 Non-GAAP EPS of $2.90 beats by $0.08 . Revenue of $4.15B (+8.4% Y/Y) beats by $50M . Commercial Solutions Revenue of $1,754 million, up 11.6% reported year-over-year R&D Solutions Revenue of $2,397 million, up 6.2% reported year-over-year R&D Solutions contracted backlog of $34.2 billion, R&D Solutions Net New Bookings of $2.5 billion Operating Cash Flow of $618 mil...

uniQure GAAP EPS of -$0.85 beats by $0.01, revenue of $3.56M misses by $1.71M

Seeking Alpha 📅 05/05 19:10
uniQure press release ( QURE ): Q1 GAAP EPS of -$0.85 beats by $0.01 . Revenue of $3.56M (+126.8% Y/Y) misses by $1.71M . The increase of $2.0 million is due to an increase in license revenue, compared to the prior period. More on uniQure A Unique Situation For UniQure uniQure: Worst Case Scenario Becomes Reality uniQure: The Worst Case Scenario Just Got Official (Rating Downgrade) uniQure rises a...

巴西央行:初步指标显示第一季度经济复苏

格隆汇 📅 05/05 19:10
格隆汇5月5日|巴西央行:初步指标显示2026年第一季度经济复苏。消费者物价指数预期进一步脱锚已变得明显。

消息称以色列正与美国协调 内容包括为可能对伊朗发动的新一轮打击做准备

格隆汇 📅 05/05 19:10
格隆汇5月5日|据CNN援引以色列消息人士称,由于霍尔木兹海峡紧张局势升级,危及伊朗停火协议,以色列正在与美国进行协调。协调工作包括为可能对伊朗发动的新一轮打击做准备,打击目标将集中在能源基础设施和定点清除伊朗高级官员上。

风向急转!A股明天开市悬了?

格隆汇 📅 05/05 19:09 MU.O
美伊局势再度紧张! 本文作者 | 哥吉拉 数据支持 | 勾股大数据(www.gogudata.com) 一夜之间,全球市场风向急速反转。 昨夜,随着美伊海上对峙升级,美股三大指数集体收跌,亚太市场开盘亦多数走弱,港股开盘跌超 1.5% ,最终收跌 0.76% ,恒生科技指数收跌 0.94% 。 板块表现上,芯片半导体、 PCB 、存储、电力等热门赛道多数高位回调,光通信、汽车等板块跌幅居前,市场交...

沃什上任美联储主席,会把市场带向哪?

格隆汇 📅 05/05 19:09
沃什的政策底色,市场已经看清 鲍威尔时代进入倒计时,市场已经把目光集中到沃什身上。 接下来牵动资产价格的几个变量,都绕不开他:利率会不会继续高位停留,降息预期会不会收紧,资产负债表会不会压得更快,市场风格会不会重新分层? 当前这张宏观答卷里,就业还有韧性,3月非农新增17.8万,失业率维持在4.3%;油价又把通胀压力重新推高,联邦基金利率大概率继续维持在3.50%-3.75%,到2026年底不降息...

Sunoco LP GAAP EPS of $2.85 beats by $1.13, revenue of $10.69B beats by $500M

Seeking Alpha 📅 05/05 19:09
Sunoco LP press release ( SUN ): Q1 GAAP EPS of $2.85 beats by $1.13 . Revenue of $10.69B (+106.4% Y/Y) beats by $500M . Adjusted EBITDA of $867 million, excluding one-time transaction-related expenses, and Distributable Cash Flow, as adjusted (1) , of $535 million. Increases quarterly distribution by 6.25%. The first quarter of 2026 distribution represents an increase of over 10% versus the first...

WEC Energy GAAP EPS of $2.45 beats by $0.12, revenue of $3.43B beats by $10M

Seeking Alpha 📅 05/05 19:09
WEC Energy press release ( WEC ): Q1 GAAP EPS of $2.45 beats by $0.12 . Revenue of $3.43B (+8.9% Y/Y) beats by $10M . The company is reaffirming its 2026 earnings guidance of $5.51 to $5.61 per share vs. $5.60 consensus More on WEC Energy WEC Energy: The Time To Buy Has Now Passed (Rating Downgrade) WEC Energy Group: Earnings Potential Tied To Capital Plan Execution WEC Energy: Keep Warm With Util...

Palantir shares slip despite strong growth and upgraded outlook - MSN

Google 📅 05/05 19:09 PLTR.O
Palantir shares slip despite strong growth and upgraded outlook MSN

GLOBALFOUNDRIES Non-GAAP EPS of $0.40 beats by $0.05, revenue of $1.63B in-line

Seeking Alpha 📅 05/05 19:09
GLOBALFOUNDRIES press release ( GFS ): Q1 Non-GAAP EPS of $0.40 beats by $0.05 . Revenue of $1.63B (+2.5% Y/Y) in-line. GLOBALFOUNDRIES Inc.Summary of Second Quarter 2026 Guidance(1)(Unaudited, in millions, except per share amounts) IFRS Share-Based Compensation(3) Non-IFRS(2) Net revenue $1,760 ± $25 Gross margin 27.4% ± 100bps ~110bps 28.5% ± 100bps Operating expenses $277 ± $10 ~$52 $225 ± $10 ...

Shopify美股盘前跌超10%

同花顺 📅 05/05 19:08
Shopify美股盘前跌超10%,现报114.78美元。

哈萨克斯坦KMG公司将把石油出口转向里海管道联盟(CPC)管道及俄罗斯港口

格隆汇 📅 05/05 19:08
格隆汇5月5日|据国际文传电讯社,继“友谊”输油管道过境运输中断后,哈萨克斯坦KMG公司将把石油出口转向里海管道联盟(CPC)管道及俄罗斯港口。

Coinbase首席执行官称公司将裁员约14%

新浪 📅 05/05 19:08
Coinbase首席执行官Brian Armstrong在X平台的一篇帖子中表示,公司将裁员约14%,并转而专注于具备人工智能专业背景的人才。 责任编辑:陈钰嘉

Duke Energy Non-GAAP EPS of $1.93 beats by $0.13, revenue of $9.18B beats by $690M

Seeking Alpha 📅 05/05 19:08
Duke Energy press release ( DUK ): Q1 Non-GAAP EPS of $1.93 beats by $0.13 . Revenue of $9.18B (+11.3% Y/Y) beats by $690M . The company is reaffirming its 2026 adjusted EPS guidance of $6.55 to $6.80 vs $6.70 consensus and long-term adjusted EPS growth rate of 5% to 7% through 2030 off the 2025 midpoint of $6.30, with confidence to earn in the top half of the range beginning in 2028. More on Duke...

格隆汇5月5日|罗马尼亚自由党官员:罗马尼亚政府可能在不信任投票中失利。

格隆汇 📅 05/05 19:08
格隆汇5月5日|罗马尼亚自由党官员:罗马尼亚政府可能在不信任投票中失利。

针对浏阳烟花厂爆炸事故,将成立国务院事故调查组

同花顺 📅 05/05 19:07
针对湖南长沙浏阳市烟花厂爆炸事故,要成立国务院事故调查组,按照“四不放过”原则查清查透事故原因和责任,加强行刑衔接,严肃追责问责。(新华社)

Rockwell Automation beats top-line and bottom-line estimates; updates FY26 outlook

Seeking Alpha 📅 05/05 19:07
Rockwell Automation press release ( ROK ): Q2 Non-GAAP EPS of $3.30 beats by $0.42 . Revenue of $2.24B (+12.0% Y/Y) beats by $80M . Total ARR up 6% year over year Updates fiscal 2026 reported sales growth and organic sales growth ranges to 5% - 9% Updates fiscal 2026 diluted EPS guidance range to $11.88 - $12.48 and Adjusted EPS guidance range to $12.50 - $13.10 Introduces Enterprise operating pro...

格隆汇5月5日|乌克兰第一季度GDP同比下降0.5%,机构预测增长0.5%。

格隆汇 📅 05/05 19:07
格隆汇5月5日|乌克兰第一季度GDP同比下降0.5%,机构预测增长0.5%。

针对浏阳烟花厂爆炸事故 将成立国务院事故调查组

格隆汇 📅 05/05 19:07
格隆汇5月5日|针对湖南长沙浏阳市烟花厂爆炸事故,要成立国务院事故调查组,按照“四不放过”原则查清查透事故原因和责任,加强行刑衔接,严肃追责问责。

Pfizer tops Q1 estimates, maintains guidance

Seeking Alpha 📅 05/05 19:07
Jeenah Moon/Getty Images News Pfizer ( PFE ) shares were muted even as the company topped Wall Street estimates with its first quarter results and reaffirmed its full-year outlook. The New York-based pharma giant generated adjusted EPS of $0.75 (-18% Y/Y) on revenue of $14.5B, a 5% rise compared to the prior-year quarter, reflecting an operational increase of $304M, or 2%. Pfizer ( PFE ) is workin...

格隆汇5月5日|Meta Platforms(META.US)表示将把青少年账户的技术保护措施扩展至27个欧洲联盟国家。

格隆汇 📅 05/05 19:06 META.O
格隆汇5月5日|Meta Platforms(META.US)表示将把青少年账户的技术保护措施扩展至27个欧洲联盟国家。

Harley-Davidson GAAP EPS of $0.22 misses by $0.01, revenue of $1.17B beats by $173.38M

Seeking Alpha 📅 05/05 19:06
Harley-Davidson press release ( HOG ): Q1 GAAP EPS of $0.22 misses by $0.01 . Revenue of $1.17B (-12.0% Y/Y) beats by $173.38M . North American retail motorcycle sales of 23,803 units, up 14% vs. prior year Global retail motorcycle sales of 33,507 units, up 8% vs. prior year Global dealer inventory levels of new motorcycles ended Q1 '26 down 22% vs. end Q1 '25 HDMC global motorcycle shipments of 3...

Nutanix Raises $150 Million Through AMD Equity Investment - TipRanks

Google 📅 05/05 19:06 AMD.O
Nutanix Raises $150 Million Through AMD Equity Investment TipRanks

Small cap stocks with the best performances in April

Seeking Alpha 📅 05/05 19:06
Small-cap stocks delivered some of the most explosive returns in the market over the past month, with the top performers posting gains ranging from 98% to over 157%, a range that reflects both genuine fundamental catalysts and the high-beta volatility that defines the small-cap universe. Leading the list is Viking Acquisition Corp. I ( VACI.WS ) with a 157.63% gain, followed by Atomera ( ATOM ) at...

格隆汇5月5日|美光科技美股盘前涨超4%。

格隆汇 📅 05/05 19:06 MU.O
格隆汇5月5日|美光科技美股盘前涨超4%。

This AI play gets two price target increases ahead of earnings

CNBC 📅 05/05 19:06 META.OAMZN.O
CoreWeave still looks attractive despite its recent rally, particularly as the company prepares to update investors on its pipeline of multibillion-dollar deals with its first-quarter earnings report later this week, according to two firms on Wall Street. Bank of America, which has a buy rating on the cloud-computing name, raised its price objective on shares to $140 from $120. That new target sug...

China unveils new naval defence systems as drones change nature of war at sea

SCMP 📅 05/05 19:06
The Chinese navy has unveiled a new anti-drone air defence system, state media reported on Monday. In recent years, drones have fundamentally transformed naval warfare and emerged as a significant threat to modern warships in conflicts such as Russia’s war against Ukraine and the US-Israeli attacks on Iran. State broadcaster CCTV said a “finalisation test” – which certifies that a weapon system’s ...

Fiserv Non-GAAP EPS of $1.79 beats by $0.21, revenue of $4.68B misses by $50M

Seeking Alpha 📅 05/05 19:06
Fiserv press release ( FISV ): Q1 Non-GAAP EPS of $1.79 beats by $0.21 . Revenue of $4.68B (-2.3% Y/Y) misses by $50M . Fiserv continues to expect organic revenue growth of 1% to 3% and adjusted earnings per share of $8.00 to $8.30 for 2026. Shares +3.6% PM. More on Fiserv Fiserv: New Management, New Markets, New Hope Fiserv: Deeply Undervalued, But Don't Expect A Sharp Rebound Fiserv, Inc. (FISV)...

PayPal’s stock rallies after first earnings report of the new era. Here’s what to know.

MarketWatch 📅 05/05 19:06
Shares climb toward a three-month high as a closely watched measure of payment volume shows improvement.
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