格隆汇5月1日｜欧洲央行管委穆勒：欧洲央行加息的可能性越来越大。能源价格将持续居于高位的趋势愈加明显。

自嘲为“牛马”的打工人，如何被老剧中看似马马虎虎地活着但又“人间清醒”的余乐天所治愈？ 哪怕你没看过古早情景喜剧《男亲女爱》，朋友圈中也肯定有一位余乐天表情包的忠实拥趸。尽管扮演者黄子华如今已经到了能领老年卡的年纪，社交平台上却依然流行着余乐天的职场金句快剪。 作为千禧年间最受欢迎的粤语剧之一，《男亲女爱》的方言烂梗是精髓，虽然经过普通话配音演绎后变得过于平实，但仍然不妨碍余乐天超越地域限制，成为全网打工人的“嘴替金句王”——“工作不在乎天长地久，只在乎有无得唞（休息）”“今日拿到人工（薪水），呢（这）个月又无人生意义啦”，类似金句无缝嵌入当代职场生活，替打工人说出“讲不出口”的那句话。 （图/《男亲女爱》剧照） 余乐天身上最吸引人的，是那股清醒、平静但又无奈的“丧感”。《男亲女爱》首播于遥远的2000年，在互联网还不知道“丧感”是什么的时候，余乐天已经在实践 “丧感”了。 他就像一种“职场快乐水”，哪怕不太健康，喝多了容易高血糖，但在内耗、emo（情绪低落）的时候啜一口，好像就又能多续命几年。当你无奈加班时，可以用余乐天表情包——“我是不会下班的，我的工作是永远做不完的”；准时下班时，还能继续用余乐天表情包——“五点准时下班，哪怕拖了一分钟，那也是亏”。 （图/《男亲女爱》剧照） 回看这个千禧年的故事，观众会发现其中有不少过时、老土的设定：女性形象过于二元，“剩女”总是“恨嫁”，漂亮姑娘总是“清澈而愚蠢”；男人大多好色且满心算计；各个人物缺点等身，情节充斥着市井八卦，主角总被观众黑得最惨，剧情也有许多不经雕琢的地方。但26年过去了，它还在以各种形式流行着。 在今天，余乐天已经超越了一个角色，成为一种符号：他是不修边幅的打工人，是“职场反牛马”的祖师爷，是一位看似马马虎虎地活着但又“人间清醒”的“嘴替”。 余乐天是无法复制的。黄子华把一部分的自己塞在这个看似马虎又猥琐的喜剧角色里面，以他的逻辑和笑话展开对职场和社会的观察与吐槽。不少观众将余乐天视作黄子华的本色出演——一样慵懒、“反牛马”、说话一针见血，不少台词明显是经过黄子华的重组和演绎才有了血肉。 可余乐天也不是黄子华，他更乐观，也更天真。余乐天没有黄子华的忧愁和深沉，千禧年需要余乐天。或许，现在的人们依然需要余乐天。 自嘲，一种存在方式 一位余乐天表情包爱好者告诉我：每次看霸总剧情看到受不了的时候，她就去刷刷余...

Is Surging AI Connectivity Demand From Amazon and Anthropic Altering The Investment Case For Astera Labs (ALAB)? simplywall.st

4月30日，上海市签署首份覆盖全市快递行业的劳动规则协议。该协议由快递行业职工方代表与企业方代表面对面平等协商达成，聚焦收入保障、权益保障、劳动保护和关心关爱四大核心议题。协议明确了快递从业人员月最低工资标准不低于本市月最低工资标准的110%，并规定每单派费直达快递员比例原则上不低于应得派费的25%。此外，协议还要求快递企业与符合建立劳动关系的快递员签订劳动合同，保障休息休假权利，并提供劳动防护用品等。（央视新闻）

格隆汇5月1日｜据伊朗迈赫尔通讯社，巴基斯坦将继续作为与美国谈判的官方调解人。

财联社5月1日讯（记者 胡皓琼） “五一”假期启幕，迎来出行高峰，春假及拼假共同催生“加长版五一”热度高。中东局势不确定性以及燃油费上调的影响下，2026年“五一”部分出境游需求回流效果释放，国内游表现火热。假期中段机票价格大幅回落，形成明显错峰出行窗口。 从整个旅游市场情况来看，根据OTA平台数据，去哪儿旅行平台上，5月1日出发的飞行客流量、酒店入住量双双达到峰值。同程旅行平台上，首日出行热度较去年增长显著，1200公里～3200公里国内长航线占据主流，跨省出行占比较去年同期提升超15个百分点。 今日，铁路出行迎来了“五一”假期客流高峰。财联社记者从铁路上海站获悉，预计发送旅客82.8万人次（上海站21.3万人次，上海南站12.5万人次，上海虹桥站42.5万人次，上海松江站5.9万人次），同比增长7.4%。 （来源：铁路上海站） 航司方面，财联社记者从 南方航空 （600029.SH）获悉，国内长线游、探亲游需求释放带热国内部分航线，其上海出发至揭阳、贵阳、大连等地的航班客座率节前一周左右就已达90%以上，出港高峰集中在4月30日至5月1日，回程高峰则在5月4日至5日。 中国东航 （600115.SH）方面，根据公司提供的数据，假期期间，上海、北京、广州、西安、昆明、武汉、南京、桂林等城市将成为热门航点，客座率较高的国内航线有上海浦东—北京、上海浦东—广州、上海浦东—成都天府、上海浦东—喀什、上海浦东—日照—大连、珠海—温州、宁波—青岛—沈阳、南京—福州、桂林—南昌、青岛—长沙、南京—德宏芒市等。国际航线方面，飞往喀山、布宜诺斯艾利斯、旧金山、马德里、马尔代夫、罗马、开罗、布达佩斯等地航线预订热度、客座率较高。 海航控股 （600221.SH）方面，预计假期期间执行航班3883班次，国内日均执行715班次，国际日均61班次；假期期间预计旅客总运输量约61.8万人次，国内客流与航班峰值预计出现在5月5日，当日计划执行航班766班、运输旅客量12.33万人次，同比增长约6.1%。 国泰航空（00293.HK）“五一”期间，北京、上海、成都等市场整体出行需求保持旺盛，机票预订量较去年同期实现显著增长。其中，上海市场机票预订量较去年同期增长超过三成。“五一”期间， 国泰集团 每周运营超过330对航班往返中国香港与中国大陆24个客运航点。 此外，根据同程旅行数据，“五一”假...

Federal prosecutors released a video Thursday showing the moment authorities say a man armed with guns and knives tried to storm the White House Correspondents' Association dinner and attempt to kill President Donald Trump. (Image credit: Department of Justice)

Oracle Price Today in United States | ORCL to USD Live Price & Chart Binance

Hong Kong recorded more than 76,000 mainland Chinese visitor arrivals on the first morning of the five-day Labour Day “golden week”, with many heading to the countryside for scenic views and others opting for “city walks” to explore picturesque corners of the city. Some early arrivals headed straight to the countryside after getting off at West Kowloon rail terminus on Friday morning. University student Chen Hongjie, 18, was all geared up to hike the MacLehose Trail on his first day in the city...

跨区首套、异地公积金全放开，在新城区买房有补助。 “五一”假期前夜（4月30日），武汉发布“汉七条”楼市新政，跨区首套、异地公积金全放开，在新城区买房有补助。 中指研究院（华中）市场研究中心主任李国政在接受第一财经记者采访时表示，“汉七条”从信贷、异地公积金、区域补贴多维度松绑，叠加武汉地铁12号线环线开通等基建配套优化提升，对新城区楼市形成双重利好，缓解远城区去化压力。 “汉七条”出台当天，2026武汉春季房交会暨湖北第四届住博会也正式启动，购房者可以一站式了解武汉各区的政策优势、区域发展规划及城市更新成果，同时还能集中看到各区最热门的楼盘项目和最优惠的活动。为期6天的展会将在现场推出150个楼盘、超1万套优质房源，覆盖多元居住需求。除了线下展会，房交会线上平台购房节专区将持续开放至今年底，全市400个在售新建商品住房项目、约10万套优质房源24小时在线展示。 克而瑞武汉解读称，"汉七条"新政不是普惠式的大规模放松，而是针对当前市场结构性痛点的精准施策：用"认区不认房"打开改善需求空间，用公积金组合拳激活置换链条，用新城区1%-1.5%购房补助化解远郊库存，用商办购房补助与多子女家庭购房支持延续政策稳定预期。 李国政认为，新政按照行政区认定首套房标准，有效降低信贷成本。加上12号地铁环线开通，三镇融合加速，有助于打破置业地域界限，释放改善置换需求，助力职住平衡与人产城融合。 5月1日，武汉地铁12号线一期工程正式开通运营，起于青山区‌钢都花园站，终点设在汉阳区‌墨水湖公园，一期首开段全长约35.32公里。12号线衔接了武昌火车站等重要交通枢纽，串联了华中金融城、南湖居住组团、青菱片区、四新城市副中心等重点区域，使武汉地铁全网换乘量提升约25%‌，部分跨江通勤时间‌缩短30分钟以上‌。 克而瑞监测数据显示，截至2026年3月末，武汉新房库存套数116411套，库存面积1423.63万㎡，12个月平均去化周期27.9个月。 武汉市房地产开发协会副秘书长张涛对第一财经记者表示，今年武汉房地产市场出现的热销“日光盘”不仅在主城区，也包括新城区部分“四代”住宅，“因为（现在武汉）跨区交通越来越方便，购房者更看重品质而非区位，比如黄陂区盘龙城一楼盘因得房率高达130%而吸引刚需购房者”。 武汉市住更局数据显示，今年一季度，全市商品房销售面积452.9万平方米，增速6.1%，高...

META, GOOGL: Cathie Wood Offloads AMD Stock Despite a 5% Jump, Bets Big on Alphabet and Meta after Strong Q1 Beat TipRanks

jaanalisette/iStock Editorial via Getty Images 2026 has been a year of reckoning for tech investors. Hardware stocks are popular, while software stocks have been tossed to the penalty box, reversing conventional tech investing priorities. But the Q1 earnings season is giving the market a good glimpse of the fact that AI will impact different software companies in different ways, and in particular those that deploy consumption-based pricing models that can scale as agentic features are deployed will be clear winners. Twilio ( TWLO ), the communications software platform that provides the messaging and voice backbone for many consumer applications, is a clear example here. Shares shot up ~20% after reporting Q1 results (while direct rival Bandwidth ( BAND ) also enjoyed a similarly strong post-earnings rally). In my view, this is the beginning of a broader upward re-rating for Twilio. Data by YCharts I last wrote a "Buy" article on Twilio in February, when the stock was trading at ~$110 per share. I regret not having higher conviction and bolstering my position when the stock was cheaper. Twilio's post-earnings reaction has taken the stock to above $170. Despite this, I believe Twilio is showcasing a fundamentally improved growth trajectory with its slew of AI deals, justifying an upward re-rating for its still-reasonable valuations. I'm reiterating my "Buy" rating here. As a reminder for investors who are newer to Twilio, here is what I view to be the core bull case drivers for the company: Consumption-based pricing is giving Twilio tremendous expansion potential from within its own customer base. Twilio's messaging product is priced per message, while its voice products are priced by time usage. This should distinguish Twilio cleanly from SaaS companies that price their products on a per-seat basis, and are thus at much greater risk of seat compression as companies pursue layoffs. Improving net retention rates in recent quarters showcases that Twilio customers are i...

格隆汇5月1日｜据杭州发布，5月1日，全国首部具身智能机器人领域地方性法规《杭州市促进具身智能机器人产业发展条例》正式施行。数据显示，杭州已集聚机器人产业相关企业700余家，2025年具身智能产业集群产值达1068亿元。

(RTTNews) - Contact Energy Limited (BZB.F, CEN.AX, COENF), a New Zealand-based electricity and gas provider, announced Friday that its board has elected current director Jon Macdonald to succeed Rob McDonald as Chair, effective at the conclusion of the Annual Shareholder Meeting

格隆汇5月1日｜渣打银行：预计欧洲央行将在6月加息25个基点，之前的预测为利率保持不变。

I first wrote about Kratos Defense & Security Solutions (NASDAQ: KTOS) in October 2025, and at the time, I recommended waiting for a more reasonable valuation. While the company was one of the more interesting drone stocks , it was also trading for as much as 200 times forward earnings. The share price and valuation have decreased since then, and Kratos has notched several recent contract wins. After deciding to sit on the sidelines six months ago, I'm confident enough in Kratos now that I've put money behind it. Image source: The Motley Fool. Continue reading

(RTTNews) - Eastman Chemical Company (EMN) on Friday reported lower profit for the first quarter, primarily due to decline in sales.

汇丰美国利率策略师Dhiraj Narula在一份报告中称，汇丰预计美国财政部将连续第九个季度维持名义附息债券和浮动利率票据的拍卖规模不变，这与之前的远期指引一致。不过，在过去两次季度再融资公告中，美国财政部指出，其正在评估“未来可能增加供应“的问题。汇丰继续预计，此类增量将从2026年11月开始。因此，5月6日的5月份再融资公告可能标志着指引的转变，不再沿用拍卖规模将“至少在未来几个季度“维持不变的目前措辞。汇丰预计，美国财政部将从11月开始逐步增加供应，增量将集中在前端和“中腹”（即中期）部分。 责任编辑：王永生

Source: Bloomberg, 8:09

Singapore Prime Minister Lawrence Wong has sought to reassure workers amid concerns about the AI revolution, vowing that the city state will carve out fresh opportunities even as the new technology renders some jobs obsolete. In the annual May Day rally on Friday, Wong acknowledged the anxieties but urged workers and firms to build artificial intelligence capabilities and harness its benefits. Demand would rise for AI-savvy workers, and new doors would open as global companies expanded their...

Niphon Phunnu/iStock via Getty Images By Indrani De, CFA, PRM, Head of Global Investment Research, FTSE Russell | David McNay, CFA, Director, Global Investment Research | Zhaoyi Yang, CFA, FRM, Sr Manager, Global Investment Research Geopolitics disrupts otherwise robust global backdrop; EM remains resilient. Markets pricing a swift resolution is a key risk. AI disruption opens jaws between hardware & software. Geopolitical risk steps up a gear Circa. 25% of all seaborne oil passes through the Straits of Hormuz (IEA, Feb 2026) meaning a protracted closure could significantly impact energy markets. The most affected economies are those with high net energy imports: Europe, Japan, Korea, China & India. As a net energy exporter, US assets have attracted a safe-haven bid since the conflict began. Markets pricing a swift resolution to the crisis in the Middle East Oil futures in backwardation (spot prices higher than forwards), breakeven inflation markets and out-of-the-money (OTM) equity options all point to markets expecting a swift resolution. This represents an asymmetry in risk if the conflict becomes more protracted. Equities tend to look through conflicts and macro looks robust If the conflict persists, US equity and the US dollar may remain relatively well bid. Otherwise, macro looks robust – forecast real GDP for the world is up, macro data has been beating expectations and analysts are revising up equity earnings expectations. Tech hardware and software disconnected due to AI Markets have questioned if AI could disintermediate traditional software companies, leading to c. 20% gap in software-hardware 3M performance. This has boosted the returns of producers of AI hardware and may be the start of productivity gains from AI showing up outside of tech. Spotlight on South Korea: the picks and shovels of AI FTSE Korea returned ~188% over 12M; the top-performing equity market globally. Despite this, returns were predominantly from higher earnings expectations & valuat...

Mohawk press release ( MHK ): Q1 Non-GAAP EPS of $1.90 misses by $0.83 . Revenue of $2.73B (+7.9% Y/Y) misses by $110M . " We expect our adjusted EPS will be between $2.50 to $2.60 in Q2 vs. consensus of $2.73, excluding any restructuring or other one-time charges. More on Mohawk Mohawk Industries: No Reason For Major Optimism Yet Mohawk Industries, Inc. (MHK) Q4 2025 Earnings Call Transcript Mohawk Q1 2026 Earnings Preview Housing slump weighs on manufacturers, but executives see signs of a turn Seeking Alpha’s Quant Rating on Mohawk

5月1日，全国首部具身智能机器人领域地方性法规《杭州市促进具身智能机器人产业发展条例》正式施行。数据显示，杭州已集聚机器人产业相关企业700余家，2025年具身智能产业集群产值达1068亿元。创新是引领发展的第一动力，但创新活动天然伴随未知风险。促进具身智能机器人产业专门立法，是以高质量法治供给护航科技创新，让科技创新的“关键变量”转化为推动高质量发展的“最大增量”。（杭州发布）