格隆汇5月5日｜恒指期货日盘开盘跌0.5%，报25891点，低水197点。

Shares of NXP Semiconductors (NASDAQ: NXPI) rose 49.1% in April 2026, according to data from S&P Global Market Intelligence . The Dutch-American chipmaker beat Wall Street's estimates in last week's first-quarter report. According to management's guidance targets, its revenue growth is accelerating. That's a powerful combo, and the report sent NXP's stock soaring. Image source: The Motley Fool. Let's start with the basic numbers. Continue reading

这一次，医药反腐的刀口，真正“切”到了医生手中的笔。 刑法+医保局大数据+信用分，5月1日后，医生手中的笔将被彻底管住。 近日，国家医保局正式发布第九批智能监管“两库”规则，新增“药品限二线使用”规则对应知识点明细，共计601条。这意味着，过去藏在病历深处、处方背后、临床路径灰色地带里的“超二线用药”，将被纳入更精准、更前置的大数据监管之中。 更关键的是，这601条规则的落地，恰好撞上另一场监管风暴。 5月1日，最高人民法院、最高人民检察院联合发布的《关于办理贪污贿赂刑事案件适用法律若干问题的解释（二）》（以下简称：《解释（二）》）即将施行，医药代表“带金销售”入刑，医生受贿入刑的门槛更是降至3万元。 医药行业已经感受到寒意：过去那些披着讲课费、咨询费、会议赞助外衣的利益输送，正在被推向更“刑”的风险区。 一个来自医保支付端，一个来自刑事司法端，两张网同时收紧，最终指向同一个结果：医生手里的处方笔，正在被精准且前置化的规则牢牢管住。 “医生手里的笔”被刑法和医保局控制住了 为什么这么说？ 过去一段时间，围绕《解释（二）》的解读已经在医药行业迅速发酵。医药代表“带金销售”入刑、医生个人受贿金额门槛进一步压低至3万元等信号，已经足以让行业形成共识：过去那些披着讲课费、咨询费、会议赞助外衣的利益输送，正在从“灰色地带”被推向很“刑”的风险区。 通过管住医生处方背后的利益链条，以后再收回扣、拿好处、走公账外利益输送，一旦踩线，就不再只是行业整顿、院内处分的问题，而是实打实的刑事犯罪风险。 而医保局新增的601条，则管住的是另一端：医生具体怎么开药、按什么路径开药、能不能绕过一线治疗直接使用高价药或特殊用药。 此次新增规则主要针对“药品限二线使用”。按照这类规则，相关药品若要申请医保支付，通常需要具备一线药品无效、疗效不佳或患者不能耐受等证据。 这背后的监管意图很明确：防止高价药、特殊药被过早使用、超范围使用甚至滥用，把有限的医保基金真正用在该用的人、该用的阶段、该用的场景里。 从国家医保局公布的名单来看，涉及的110种药品中不乏临床应用广泛、市场关注度极高的重磅品种，覆盖抗肿瘤、自身免疫等多个领域。例如，DS-8201（德曲妥珠单抗）的乳腺癌适应证、托珠单抗的类风湿关节炎适应证、他克莫司软膏的特应性皮炎等，均出现在相关规则范围内。值得注意的是，DS-8201联合帕妥珠单抗一...

vadishzainer/iStock via Getty Images By Jennifer Nash Our global markets watchlist tracks nine prominent indexes from economies around the world. The list includes the S&P 500 from the United States, the TSX from Canada, the FTSE 100 from England, the DAXK from Germany, the CAC 40 from France, the Nikkei 225 from Japan, the Shanghai from China, the Hang Seng from Hong Kong, and the BSE SENSEX from India. Through May 4, 2026, six of the nine indexes on our watchlist remain in positive territory. Japan’s Nikkei 225 leads the pack with an 18.2% year-to-date gain, followed by Canada’s TSX (+6.1%) and the U.S. S&P 500 (+5.2%). Conversely, India’s BSE SENSEX has struggled the most, down 9.3% for the year, while Germany’s DAXK and France’s CAC 40 follow with respective losses of 3.2% and 2.2%. To provide additional context on where these indexes stand relative to their historical peaks, the table below shows each index’s current value, all-time peak, the date of that peak, and how far it is from that record level. World Indexes and Recent Recessions Let's start with a very recent chart with the latest recession. We've used February 3, 2020, for our start date (this is the official NBER recession start). The chart below illustrates the comparative performance of world markets since March 9, 2009. The start date is arbitrary: The S&P 500, TSX, CAC 40 and BSE SENSEX hit their lows on March 9th, the Nikkei 225 on March 10th, the DAXK on March 6th, the FTSE on March 3rd, the Shanghai Composite on November 4, 2008, and the Hang Seng even earlier on October 27, 2008. However, by aligning on the same day and using a log-scale vertical axis, we get an excellent visualization of the relative performance. I've indexed each of the eight to 800 on the March 9th start date. The callout in the upper left corner shows the percent change from the start date to the latest weekly close. Here is the same visualization, this time starting on October 9, 2007, a previous closing high for the S&P...

格隆汇5月5日｜据21财经，深圳楼市新政发布后，市场给出了颇为积极反馈。据乐有家数据，5月1日，深圳乐有家门店新房带看量同比上升31%，二手带看同比上升58%；二手门店签约量同比更是大幅上升114%。市场成交量的变化也反映在深圳官方数据中，根据深圳市住建局官网数据，在新政出台第二天的4月30日，深圳全市网签商品房购房合同130套，成为近十个月以来单日最高网签量。5月3日晚，龙湖观萃苑项目开展现场选房，首批推出的92套建面约103平方米和138平方米四房房源，仅用40分钟即售罄，连实体板房都销售一空，销售均价约3.5万元/平方米，成为2026年光明区首个“日光盘”。

Micron Technology (MU) Hits All-Time High on Chip Demand Insider Monkey

据9To5Mac报道，当地时间5月4日，苹果公司向最高法院提交申请，请求暂停执行第九巡回上诉法院的指令。 据IT之家此前报道，当地时间4月28日，美国第九巡回上诉法院推翻了此前一项裁定。原裁定允许苹果在向最高法院上诉期间，维持现行App Store的佣金收费模式。 此次裁定被推翻意味着，苹果如今必须回到下级法院，重新商定：对于引导用户使用第 三方支付 渠道的开发者，自己可以收取多少佣金。 2021年，作为Epic Games诉苹果案裁决的一部分，美国加利福尼亚北区联邦地区法院命令苹果放宽其反引导规则。苹果被要求允许开发者在应用内链接到备选支付选项。苹果照办，但仍收取高额费用（最高达27%，比其标准费用低3%），导致法院认定苹果因故意违反禁令而构成藐视法庭。 苹果公司此次表示，藐视法庭的定性是不应有的，因为2021年的禁令并未提及任何关于App Store费用的内容；记录中存在这种不当的藐视法庭定性，在发回重审的程序中不公平地损害了其立场。 最高法院的裁定可能影响此案的范围，因为苹果的论点之一是，该禁令应仅适用于Epic Games，而非所有在美国分发应用程序的开发者。 苹果公司辩称，第九巡回上诉法院的裁决与其他法院存在冲突，因为它允许基于禁令的“精神”而非实际文本来认定藐视行为；苹果还表示，最高法院有合理的可能性受理此案并推翻部分裁决，因此现在应该暂停诉讼程序。 苹果还指出，它并非要求阻止禁令本身，并且在案件审理期间将继续不对App Store外部购买收取佣金，这意味着暂停执行不会对Epic造成即时损害。

NYR.com — New York Residence Inc., a Manhattan investment sales firm specializing in landmark and institutional-quality assets, is offering 422 Hudson Street, a historic mixed-use building in the heart of the West Village, to investors at an asking price of US$11,250,000.

A fireworks factory explosion in Liuyang, Hunan province on Monday has killed 21 people and injured 61 others, state media said. The explosion occurred at around 4.40 pm in a workshop at the Huasheng Fireworks Manufacturing and Display Company in the county-level city famous for its firework production, under the provincial capital Changsha. President Xi Jinping has urged all-out efforts to search for people who are still unaccounted for and save the injured. Online footage circulating on...

由美国总统特朗普及其儿子们共同创立的加密货币公司World Liberty Financial（WLF）周一表示，已在佛州法院对香港加密货币企业家孙宇晨提起诽谤诉讼，双方争端随之升温。孙宇晨原本是该项目最重要的支持者之一。 World Liberty在X平台公布诉讼文件副本，指控孙宇晨发动一场“公开抹黑运动”。诉状中表示，孙宇晨不当将部分附带投票权和治理权的WLFI代币，转移给加密货币交易所币安（Binance），另外还指控他做空WLFI。诉状内容指称，这些行为是协调行动的一部分，目的在于9月代币开始公开交易时，压低其市场价格。 “孙宇晨发起了一场诽谤运动，意图摧毁World Liberty Financial的声誉。他明知自己的指控不实，却仍刻意散布，以损害WLFI代币持有人的利益，”World Liberty首席执行官Zach Witkoff周一在X上的另一条发文中表示。 孙宇晨表示：“World Liberty今天在X上宣布的所谓诽谤诉讼，不过是一场毫无根据的公关噱头。我会为自己的行为负责，并期待在法庭上胜诉。”他在X上发布了相同的声明。 今年4月，孙宇晨曾对World Liberty提告，指控该公司非法冻结他购买的代币。孙宇晨表示，World Liberty在其代币于2025年9月可交易后，秘密安装工具阻止代币出售。在该诉讼中，孙宇晨否认做空WLFI代币。 在周一的法律诉讼中，World Liberty表示其冻结代币的权限已于《销售条款》中揭露。 World Liberty代币在诉讼消息传出后出现反弹，过去24小时涨幅约12%，但自9月1日开始交易以来，整体跌幅约为72%。孙宇晨持有的40亿枚World Liberty代币目前市值约为2.64亿美元。 责任编辑：刘明亮

matejmo Gold remained under pressure after slipping earlier in the week, as renewed hostilities between the U.S. and Iran in the Persian Gulf rattled markets and revived concerns about inflation and tighter monetary policy. Bullion hovered around $4,510 an ounce ( XAUUSD:CUR ) in early trading, following a roughly 2% drop in the previous session. The U.S. military said it repelled Iranian attacks while escorting two American-flagged ships through the Strait of Hormuz. Tensions escalated further after the United Arab Emirates reported intercepting cruise missiles and attributed a major fire at the Fujairah port to an Iranian drone strike. The flare-up has cast doubt on a ceasefire that had largely held since early April. Oil prices jumped on the renewed conflict, while the yield on the 30-year U.S. Treasury climbed to its highest level since mid-summer. Traders have increasingly priced in the likelihood that the Federal Reserve may need to raise interest rates again to contain inflation, a dynamic that typically weighs on non-yielding assets like gold. Market participants are also watching upcoming U.S. Treasury borrowing plans and a busy slate of economic data releases this week for further signals on the direction of interest rates. Spot gold ( XAGUSD:CUR ) was little changed at about $4,510.30 an ounce as of 7:56 a.m. in Singapore. Silver slipped roughly 0.3% to near $72.50, while platinum and palladium also edged lower. The Bloomberg Dollar Spot Index was steady after gaining modestly in the prior session. More on Gold Spot Price, Silver Spot Price War Fears Tarnish Metals - Silver Breaks $75 And Gold Tests $4,500 Macro Insights: Sell In May At All-Time High? Gold Demand Trends: Q1 2026 Gold, silver tumble in sharp selloff as precious metals lose momentum Gundlach says he sees gold pullback before higher prices

格隆汇5月5日｜特专科技公司剂泰科技(7666.HK)今日起至周五(8日)招股，每股招股价10.5港元，发售2.01亿股，香港公开发售占约5%，其余为国际配售，集资最多21.13亿港元。一手500股，入场费5302.95港元。该股预期5月13日挂牌。 该公司引入贝莱德、UBS AM Singapore、国风投创新投资基金股份有限公司、未来资产、HHLRA、Deerfield、RTW基金、Arc Avenue、Huadeng Technology、Isometry Global、广发基金等为基石投资者，总投资金额约1.48亿美元。 剂泰科技集资所得款项净额约50%用于支撑其人工智能基础设施及人工智能驱动纳米材料平台的核心技术研究、开发及推进；约20%用于人工智能开发产品管线中正在进行及计划开展的临床试验，推动候选药物在多个治疗领域及治疗模式中的进展；约10%用于开发其动物健康及抗衰解决方案，并将人工智能赋能的解决方案拓展至该等高增长领域；约10%将分配用于支持其在全球构建人工智能驱动纳米材料生态系统的增长战略；约10%用作营运资金及其他一般企业用途。

Singapore’s Grab reported first-quarter profit that exceeded analysts’ estimates, helped by resilient demand for ride hailing and delivery in a market rattled by economic and political challenges. Southeast Asia’s biggest ride-hailing and delivery firm has been trying to boost spending on its platform by incorporating artificial-intelligence features into its superapp and bundling its core ride-hailing, delivery and financial services. With oil and gas prices soaring due to the war in the Middle...

Key PointsiShares Russell 2000 Value ETF offers broader diversification with significantly more holdings than State Street SPDR S&P 600 Small Cap Value ETF

Taiwan president to speak at airport after arriving back from Eswatini Reuters

designer491/iStock via Getty Images Which raises a question: How many more Fed rate cuts would it take in this inflationary era to drive the 30-year Treasury yield to 6%? Treasury yields from 2 years to 30 years spiked today – along with crude oil prices and inflation fears – after Iranian attacks on oil facilities in the United Arab Emirates, commercial ships, and US Navy ships. Treasury yields are like a loaded spring amid escalating inflation fears . Rising yields mean falling prices for existing bondholders. The 30-year Treasury yield jumped by 6 basis points at the moment to 5.03%, the highest since May 2025, and is now 139 basis points above the Federal Funds Rate of 3.64% (EFFR, blue line), which the Fed targets with its policy rates, as the bond market is now pricing in significantly higher inflation rates over the life of the bond than the Fed’s 2% target. A dovish Fed – a Fed that threatens to “look through” surging inflation because it’s just an energy price spike or whatever – spooks the long end of the bond market. The more the Fed cuts, the higher the 30-year yield? Which raises the question: how many rate cuts would it take in this environment to drive the 30-year yield to 6%? But historically, 5% is not a high 30-year yield: between October 1979 and October 1985, the 30-year Treasury yield was over 10% and topped out at just over 15% in September 1981. It didn’t drop consistently below 5% until the financial crisis in late 2007. The 10-year Treasury yield spiked by 7 basis points at the moment, to 4.45%, the highest since the top of the spike in July last year. Since the end of February, the 10-year yield has surged by 50 basis points. It is now 82 basis points above the EFFR. The 3-year Treasury yield spiked by 9 basis points to 4.0%, the same as the top of the spike at the end of March, and both the highest since June 2025 and 36 basis points above the EFFR, a strong signal that the bond market is expecting rate hikes over the next couple of years,...

Qualcomm Inc. stock underperforms Monday when compared to competitors MSN

Micron Technology Inc. (NASDAQ:MU) is one of the 10 Stocks Exploding in a Bleeding Market. Micron Technology soared to a new all-time high on Monday, as investor sentiment was fueled by the continued optimism for the semiconductor sector, thanks to the strong demand from the artificial intelligence industry. In intra-day trading, the stock climbed to […]

【有線新聞】不時都有人在網絡拍「惡搞片」吸引關注，一名18歲法籍男生卻在新加坡留學期間，公然挑戰當地的法律底線，舔啜橙汁販賣機的吸管過後再放回原位，隨即成為當地話題人物，卻也變成刑事被告，可能面臨牢獄之災。 畫面瘋傳惹譁然 男生暫准離境實習 據新加坡傳媒報道，18歲的迪迪耶（Didier Gaspard Owen Maximilien）於3月12日自拍IG ReelS，於當地購物中心的橙汁販賣機，將吸管取出舔過後再放回原位，並附上嘲諷文字「city is not safe」，畫面瘋傳引發輿論譁然。營運販賣機的果汁品牌IJooz得知後隨即報警，全面消毒機器，並設置完成交易後才會開啟的取用機制，吸管將採單獨包裝。 據了解，男生是緯壹科技城（one-north）ESSEC商學院的學生，已獲准於五月前往菲律賓參加學校組織的考察行程，條件一是必須保持與調查人員聯繫，及繳納5,000新元（約30,678港元）的保釋金。甩前學院已在進行內部調查，男生父母亦飛往新加坡處理。 惡作劇罪可囚兩年 網民猜測或棄保 目前男生被控以「惡作劇行為」（mischief）及「公共滋擾」，於本月29日再訊；前者最高可判處兩年徒刑或罰金，或兩者併罰；「公共滋擾」最高可判三個月徒刑或罰金。不少網民留言認為指保釋金額太低，質疑男生會棄保。

俄罗斯外交部网站4日发布通报说，俄外长拉夫罗夫当天同埃及外长阿卜杜勒阿提通电话，详细讨论了中东局势。 通报说，双方强调有必要恢复谈判进程，以尽快就长期、可持续解决地区危机达成协议，同时顾及地区所有国家的合法利益。双方还讨论了俄罗斯与埃及在联合国框架下加强协作以及进一步发展俄埃双边合作等议题。(新华社)

Micron Technology (MU) Hits All-Time High on Chip Demand Yahoo! Finance Canada

Micron Technology (MU) Hits All-Time High on Chip Demand Yahoo Finance Here’s just how quickly Micron has risen up the ranks of the top U.S companies MarketWatch Micron's 50% Rally: Just A Prelude To The Structural Deficit (NASDAQ:MU) Seeking Alpha

Aspect Capital Ltd. has made one of its China strategies available to international investors for the first time, tapping demand from allocators seeking to diversify their portfolios. The $9 billion hedge fund firm began offering the China absolute return systematic futures strategy to global investors in early April, said Chief Product Strategist Razvan Remsing . The strategy, which has been available to mainland investors since July 2019, trades in 65 Chinese futures markets and oversees about $550 million. Investors in the Asia-Pacific region and beyond are increasingly looking to diversify both their China and global exposure. Some institutions are reassessing their allocations as mounting geopolitical tensions polarize the world economy. Others are seeking to add more variety to China portfolios that have been dominated by equities. “We have got a number of structural forces that are enduring,” Remsing said. “The deglobalization theme has been accelerating and embedded into every investment process and decision-making.” The strategy’s current assets are equally split between Chinese money in the onshore version and allocations from large international investors to a dollar-denominated vehicle in the Cayman Islands, Remsing said, declining to identify them. Macroeconomic developments have also heightened the importance of commodities in investment portfolios. For example, the Ukraine and Iran wars have highlighted concerns about how conflicts can disrupt energy and fertilizer supplies. “We live in a very fragmented world. We have got energy insecurity,” Remsing said. “At the same time we’ve got a desperate need for decarbonization and electrification,” in part to feed surging artificial intelligence demand, he said. Chinese Demand Destruction Is Key to Calming LNG: Energy Daily Australia Tells China Stable Trade Needs Stable Fuel Supply US Threatens to Sanction Banks That Help China Buy Iran Oil London-based Aspect has been trading in the Chinese futures markets...

OpenAI首席执行官山姆·奥特曼去年底曾讨论，计划将公司机器人部门与消费硬件部门分拆独立运营。此举旨在给两大业务更大发展空间，同时避免拖累集团核心主营业务。 据知情人士透露，按照最初方案，这两大分拆后的新公司可独立对外融资、自主运营。但该计划最终被否决，部分原因是OpenAI评估后认为，这些新实体仍需并入集团合并资产负债表，无法实现财务完全隔离。 这一分拆提议，折射出OpenAI在冲刺IPO上市过程中不得不面对的艰难权衡。多年来，奥特曼批准了大量远超热门聊天机器人范畴的激进新项目，希望为公司的科研与产品研发树立高标杆。但如今公司面临越来越大压力，要求收缩管控那些无法实质带动营收增长的“副业项目”。 在落后竞争对手Anthropic后，OpenAI正调整业务重心，全力打造全新超级应用，争取吸纳更多程序员与企业级用户。公司近期部分内部用户规模及营收目标未能达成，不过官方表示，新款AI模型发布后业务增长已有所提速。同时，OpenAI砍掉了视频生成工具Sora，为核心产品腾出更多算力资源。 知情人士称，OpenAI未来有可能重启业务线分拆的构想。参考模式可效仿 谷歌 2015年成立的Alphabet架构：把谷歌核心搜索业务，与自动驾驶Waymo、生命科学Verily等高风险前沿创新业务剥离独立运营。 Alphabet在财报中，将谷歌搜索、YouTube、云计算等现金牛业务营收，和前沿创新业务的运营亏损单独列示。这种架构让投资者可以分开评估：谷歌主业经营表现，以及集团长期前瞻投资的布局规模。 其他科技巨头未采用这种控股架构，也为投资者提供了类似财务透明度：Meta单独披露元宇宙部门每年数百亿美元亏损； 微软 则在财报中分拆披露游戏业务、领英等板块经营业绩。 目前，机器人与消费硬件部门已和OpenAI其他业务独立运作，直接向奥特曼汇报。相关业务高度保密，部分内部员工将其形容为公司内部的独立初创公司。 OpenAI于去年5月正式组建消费硬件部门：以65亿美元股票收购由 苹果 前首席设计师乔尼·艾夫创立的AI公司io，并吸纳其约55人团队。奥特曼曾向内部透露正在研发的全新硬件设备细节：可感知周边环境、便携可放入口袋，将成为继MacBookPro、iPhone之后，用户桌面的第三大核心智能设备。 OpenAI在今年法律文件中披露，这款硬件设备在2027年2月底前不会面向消费者发售。...

阿里巴巴5月開局強勁財報與AI敘事成焦點 評論 - 評論內容Commentary Content AASTOCKS.com

阿里巴巴5月開局強勁財報與AI敘事成焦點 評論 - 評論內容Commentary Content AASTOCKS.com

(RTTNews) - Labrador Iron Ore Royalty Corp. (LIF.TO) revealed a profit for first quarter that Dropped, from the same period last year