MU260501C00617500 互動股市圖表 | MU May 2026 617.500 call 股市 Yahoo 財經

Earnings Call Insights: OrthoPediatrics (KIDS) Q1 2026 Management View “2026 started strong with 13% first quarter revenue growth, further highlighted by significant improvements in adjusted EBITDA and free cash flow over prior year,” said (President, CEO & Director David Bailey), while noting “a softer start to the first quarter due to weather-related shutdowns in many of our OPSB clinics in January and February, but trends rebounded in March.” “Importantly, we're at the earliest stages of a multiyear innovation super cycle,” (President, CEO & Director Bailey) said, citing “small contributions from recent beta launches, including 3P Hip and VerteGlide,” and adding, “Early trends are reinforcing our expectations for higher ASPs, margin expansion and improved capital efficiency as each of these products continue to scale.” (President, CEO & Director Bailey) tied the strategy to 2026 targets: “we are raising our 2026 revenue guidance to a range of $263 million to $267 million… and reaffirming our expectations for approximately $25 million in adjusted EBITDA and full year free cash flow breakeven.” (CFO, Principal Financial & Accounting Officer, COO & Director Fred Hite) summarized the quarter: “our first quarter of 2026 worldwide revenue of $59.4 million increased 13% compared to the first quarter of 2025,” and “Adjusted EBITDA was $2.2 million in the first quarter of 2026 compared to a loss of $0.4 million in the first quarter of 2025.” (CFO, Principal Financial & Accounting Officer, COO & Director Hite) highlighted a financing change: “On March 31, we amended our existing credit agreement… to add $20 million delayed draw term loan facility,” adding, “this structure allows us to preserve liquidity and avoid dilution… interest-only through maturity in 2029.” Outlook (President, CEO & Director Bailey) stated, “we are raising our 2026 revenue guidance to a range of $263 million to $267 million in revenue, representing 11% to 13% growth and reaffirming our expectations f...

Earnings Call Insights: Beazer Homes USA (BZH) Q2 2026 Management view "Relative to the second quarter, despite some new challenges in the macro environment, we were encouraged that our community count, sales pace, ASP and gross margin all came in right around our expectations," said (Chairman, President & CEO Allan Merrill), highlighting "getting our sales pace back over 2 per community per month" and "the improvement in our Houston business, which was up nicely year-over-year." "Several macro headwinds developed since then, notably higher mortgage rates and surging energy costs," (CEO Merrill) said, adding that the company is "more cautious" and that it has "reduced the likelihood of achieving sufficient pace and margin expansion to support full year EBITDA growth." "During the second quarter, we sold 1,048 homes with a pace of 2.1 sales per community per month with pace increasing from January to February and plateauing in March," said (Senior VP, CFO & Treasurer David Goldberg), also noting "our spec sales mix continued to move lower at 57% in the quarter" and that the macro headwinds showed up as "we simply didn't see our normal seasonal lead in traffic lift in March" rather than higher cancellations. Outlook "We expect to sell more than 1,000 homes" in Q3, "finish Q3 with about 170 active communities," and "closing about 900 homes with an ASP between $535,000 to $540,000," said (CFO Goldberg). He added, "Adjusted homebuilding gross margin should be up more than 50 basis points sequentially" and "this should result in total adjusted EBITDA of $5 million to $10 million in the third quarter." On the full-year setup relative to last quarter’s pace-and-margin prerequisites, (CEO Merrill) said, "We now think a sales pace above 2 for the balance of the year and margin expansion between 200 and 300 basis points by the fourth quarter are more likely and achievable outcomes," versus the prior framing that included "a sales pace above 2.5 in the second half of the year a...

格隆汇5月1日｜上汽乘用车：2026年1-4月荣威及MG零售超30.2万辆，同比增长5.8%；4月零售超7.8万辆，同比增长超15.5%。

登录新浪财经APP 搜索【信披】查看更多考评等级 相关新闻： 美国白宫审议美国证券交易委员会关于放宽股票发行披露要求的提案 针对美国优秀中小型企业首次公开募股（IPO）数量锐减的问题，美东时间4月28日，美国证券交易委员会（SEC）召开小企业资本形成咨询委员会专题会议，深入探讨如何鼓励更多公司进行IPO。 美国证交会主席阿特金斯表示，自上世纪90年代中期以来，美股IPO储备企业数量缩减约40%，重振IPO渠道是其任期内的核心优先事项之一。 在周二美国证交会小企业资本形成咨询委员会会议开场环节，证交会主席保罗・阿特金斯向委员会指出，推动更多企业（尤其是小型新兴企业）上市，是监管机构面临的最重要议题之一。 阿特金斯称：“数十年来层层加码的监管规则制定（部分由国会指令推动），大幅收窄了企业上市路径；而企业上市后，繁杂合规条款带来的阻力远大于实际益处。” 他补充道，在为数不多的上市企业中，投融资资源正愈发集中于单一或少数几个行业。 “通过公开市场融资，不应只是少数‘独角兽企业’的专属特权。”阿特金斯表示，“如今企业往往要完成E轮私募融资后才考虑上市，而二十年前，企业IPO的发展阶段仅相当于如今的B轮或C轮融资。” “我们的监管体系，应当为处于不同发展阶段、横跨各行业的企业提供IPO机会；尤其要让IPO回归融资本质，而非仅成为内部股东的套现工具。” 拟推进监管规则改革 阿特金斯提出：“我迫切希望委员会出台新规，落实‘重振IPO市场’的施政目标。”“短期内，我已指示工作人员评估多项改革方案。 相关规则若落地实施，将惠及所有企业，尤其能为中小企业上市及持续维持上市地位减负增效。这些方案借鉴过往成熟经验，旨在将成功模式推广至更多企业。” 他进一步说明：例如，设立IPO监管过渡期机制，不再设置上市满五年自动终止的硬性限制，可为中小企业提供更强政策确定性，鼓励其长期留在公开市场；向几乎所有小型上市公司全面开放储架注册发行制度，便于企业在市场环境向好时快速融资；允许企业自主选择按季度或半年度提交监管报告，结合自身行业属性、经营模式与投资者预期，提升合规灵活性。 数据凸显市场结构性困境 委员会成员、丹佛福莱霍格律所合伙人罗丝・斯塔迪弗列举多项数据，印证了阿特金斯提出的行业痛点。她指出，去年美股公开市场融资规模达1.5万亿美元，而私募市场融资规模为8400亿美元。“这一数据说明，公开市场仍具...

受投资者押注人工智能热潮将为美国科技巨头带来巨额收益提振，美股以历史高位收官，创下2020年以来表现最好的一个月。 标普500指数4月累计上涨10%，为2020年11月新冠疫苗研发取得突破以来最大单月涨幅。此前，中东冲突初期能源价格暴涨引发市场抛售，如今美股已从下跌行情中反弹回升。 科技股引领本轮反弹，科技权重集中的 纳斯达克 综合指数4月大涨15%，创下2020年4月之后的最佳月度表现。 随着分析师不断上调企业盈利预期至新高，投资者纷纷重新涌入美国科技股市场。市场普遍看好硅谷头部企业大规模加码人工智能基础设施建设，以此支撑经济增长。 受益于云业务增速领先同行，Alphabet周四上涨10%，本月累计涨幅达34%左右。芯片制造商 英特尔 凭借亮眼财报，本月暴涨114%，领跑标普500成分股；存储巨头 闪迪 、 希捷 科技以及安森美半导体同样大幅走高。 琼斯交易公司分析师迈克・奥罗克表示，尤其是半导体板块4月的暴涨行情“完全脱离基本面”，“面对霍尔木兹海峡的对峙僵局，股票投资者依旧毫无顾虑”。 即便油价大幅飙升，本轮股市上涨仍如期上演。周四，布伦特原油价格突破每桶125美元，全美汽油零售价攀升至每加仑约4美元。 部分大型科技龙头股走势震荡，也未能阻挡大盘走强。元宇宙平台公司周四大跌约9%，该公司公布用户数量下滑且资本开支进一步增加，使其本月涨幅收窄至7%； 微软 同日下跌4%。 本周，四大云计算巨头发布的一季度财报，印证了科技行业强劲的资本扩张计划。 亚马逊 、元宇宙平台、微软与字母表四家企业，今年预计将合计投入创纪录的7250亿美元用于人工智能基础设施建设，较去年历史高位支出增长77%。 道富银行股票策略主管玛丽亚・韦特马内表示：“各大科技巨头的财报均印证，人工智能、算力、芯片的市场需求依旧异常旺盛。” 韦特马内指出，该行托管数据显示，自中东冲突爆发以来，机构投资者持续增持美股，重点布局科技与能源板块。她称：“全球其他地区均出现资本外流。”彭博数据同样显示，4月投资者向美国股票指数基金净流入1250亿美元，而欧洲、亚洲同类基金均遭遇资金净流出。 “当下，市场更青睐利润率抗压能力更强的板块，科技行业正是首选，除此之外别无更好选择。”韦特马内说道。 花旗本月上调美股评级，相较于全球其他市场给予超配建议。该行全球股票策略主管贝娅塔・曼泰伊表示，科技板块正在独自扛起大盘走势...

苹果 (AAPL.O) 北京时间 2026年5月1日上午，美股盘后发布2026财年第二季度财报（截至2026年3月），要点如下： 1、整体业绩：本季度苹果公司实现营收1112亿美元，同比增长16.6%， 好于市场预期（1097亿美元）。公司本季度收入端的增长，主要受iPhone和软件服务业务增长的带动。 苹果公司毛利率49.3%，同比增加2.2pct， 好于市场预期（48.5%）。 其中软件服务业务毛利率提升至76.7%，硬件端毛利率为38.7% （同比提升2.8pct） 。本季度硬件毛利率的提升，主要受iPhone17系列销量增加和美元兑人民币贬值等因素的共同影响 。 2、iPhone：本季度公司iPhone业务实现营收570亿美元，同比增长21.7%，符合市场预期（570亿美元） 。本季度手机业务的增长，主要受iPhone17系列在中国地区热销和美元兑人民币贬值的带动。 对于本季度，海豚君估算iPhone整体出货量同比增长5.5%，出货均价同比上涨15.3% 。 3、iPhone 以外其他硬件： 都有不同幅度的增长表现。 公司本季度iPad业务实现8%的同比增长 ，主要得益于M5 Pro、A16机型增长的带动； 公司本季度推出了MacBook Neo，起售价降至599美元，覆盖了更多的消费群体，带动本季度Mac业务重回增长。 4、软件服务：公司软件服务本季度收入达到310亿美元， 好于市场预期（304亿美元），同比增长16%。凭借76.7%的高毛利率，公司软件业务以28%的收入占比，产生了公司43%的毛利润。 5、分地区收入：其中美洲地区依然是公司基本盘，收入占比维持在4成以上，本季度实现12%的同比增长 ； 大中华区是本季度表现最好的地区，在iPhone17 256G也能享受到国补政策的情况下，带动iPhone在中国大陆地区本季度销量同比增长33%（据IDC数据） 。 海豚君整体观点：iPhone 17爆火，关注新Siri能否补齐AI短板 苹果公司本季度业绩整体相当不错，其中收入端和毛利率的表现都好于市场预期， 这主要是受iPhone17系列和美元兑人民币贬值的带动 。 ①收入端增长：主要是由iPhone17系列热销的带动 。 本季度iPhone业务同比增长22%，尤其是iPhone在中国市场的出货量同增表现达到了33%。 虽然iPhone17系列创新不多，但...

南非葡萄酒协会和南非葡萄酒业协会4月30日发表新闻公报，对中国自2026年5月1日起对所有非洲建交国实施零关税表示欢迎，认为此举为南非葡萄酒行业提供了“至关重要的机遇”。 新闻公报说，零关税举措将显著提升南非葡萄酒的价格竞争力，为南非葡萄酒在中国市场提升品牌地位提供重要机遇，预计短期内南非葡萄酒的价值定位将有所提升，出口量有望复苏。长远来看，机遇将不仅限于销量增长，还包括推动产品高端化、强化品牌定位以及与中国分销商和电商平台建立更深入的战略合作伙伴关系。 南非葡萄酒业协会首席执行官茜奥班·汤普森在新闻公报中说，零关税举措让南非葡萄酒行业看到了与中国消费者和贸易伙伴建立更深层次关系的巨大潜力。南非葡萄酒行业已做好充分准备，与进口商、分销商及当地合作伙伴携手合作。 南非葡萄酒协会是代表南非葡萄酒行业全价值链的全国性机构。南非葡萄酒业协会是负责在国际市场推广南非葡萄酒的官方行业机构。(新华社)

(RTTNews) - ANZ Group Holdings Limited (ANZ.AX, AN3PG.AX) reported first half profit attributable to shareholders of A$3.65 billion compared to A$3.64 billion, prior year. Earnings per share, in cents, was 120.1 compared to 119.3. Cash profit was A$3.78 billion, up 6%. Cash Earni

Elon Musk’s X rolls out the Smart Cashtags feature for stocks and crypto assets on the web version today. This new feature adds interactive, real-time financial data to users’ timelines, supporting major crypto and stocks trading such as Bitcoin, ETH, XRP, SOL, DOGE, TSLA, MSTR, and COIN. Meanwhile, Bitcoin and Dogecoin-fan Elon Musk says most

当地时间4月30日，以色列国防部长卡茨称，尽管以色列支持美国同伊朗谈判，但以色列或许“很快需要”恢复对伊朗的军事行动。卡茨称，伊朗过去一年受到“极其沉重的打击”，而以色列“随时准备在任何战线、任何地点打击敌人”。以色列国防部发言人当天还证实，过去一天内，两艘货船装载“数以千计航空弹药等军事装备”抵达以色列的海法港和阿什杜德港。这批总计6500吨的装备已被运往以色列“各地的军事基地”。以色列国防部还称，自美以袭击伊朗以来，以色列已累计接收超过11.56万吨军事装备，以军的采购和运输行动将在未来几周内继续“扩大规模”。 (CCTV国际时讯)

(RTTNews) - Nutex Health, Inc. (NUTX) announced earnings for its first quarter that Increased, from the same period last year

Apple Q2 2026 Beat: AAPL Up 4%, John Ternus CEO Era Officially Begins September 1 Gotrade

Qualcomm Inc. (NASDAQ:QCOM) is one of the 10 Stocks Delivering Eye-Popping Gains. Qualcomm climbed by 15.12 percent on Thursday to finish at $179.58 apiece, as investors took heart from the company’s strong earnings performance in the second quarter of fiscal year 2026. In an updated report, Qualcomm Inc. (NASDAQ:QCOM) said that its GAAP net income […]

Upbound Group (NASDAQ:UPBD) reported first-quarter 2026 results it said were in line with expectations despite what executives described as a “difficult operating environment” for non-prime consumers. Management highlighted strong cash generation, balance sheet deleveraging, and continued progress i

Qualcomm (QCOM) Posts Stellar Q2, Soars 15% Yahoo Finance UK

Qualcomm (QCOM) Posts Stellar Q2, Soars 15% Yahoo Finance

格隆汇5月1日｜据彭博，在干预推动下的日元反弹面临涨势迅速消退的风险，日本不得不再次入市以支撑汇率的可能性增加。东京时间周五早盘，日元再度小幅走弱，此前在周四曾因日本在市场上买入日元、卖出美元而一度飙升3%。尽管日本最高外汇官员拒绝证实是否进行了干预，但一名知情人士表示，当局确实已进入市场操作。另有知情人士称，美国经济部门在此次行动前已获知相关信息。日元回吐初期涨幅的走势，可能会重演2024年的情况。当时，日本曾多次入市干预，以应对日元走弱。日本财务省财务官三村淳周五释放了含蓄警告，他表示：“我不会对未来走势发表评论，但需要指出的是，我们正处在一个长假期的开端。我们与美国保持着极其密切的沟通，我认为双方在对形势的判断以及所采取的行动方面是高度一致的。”

Richard Drury/DigitalVision via Getty Images Don't follow the herd As an economics teacher and real estate investment trust (REIT) analyst, I love to teach my pupils about behavioral economics. Especially during my investment lessons on Friday afternoons. Many investors that hunt for ways to enhance or diversify their income stream find comfort in investing in real estate investment trusts. Investors buy into these publicly traded companies because of the dividends that these companies pay. Why not buy into the AI hype and go all-in on popular tech stocks that everyone seems to be running after? It is tempting to follow the herd and chase the never-ending bull run that big tech has returned in recent years. But here it is: You never know how high the market can go before it comes crashing down. Every week, someone new comes out to warn investors of a potential [AI] bubble forming . It is hard to turn away from inflated stocks that are just loved by the market, as illustrated by the big discrepancy between REITs ( VNQ ) and big tech ( NDAQ ). But it is important to not fall into the trap called "extrapolation bias." Thinking that current trends will follow a linear pathway into the future. You need to keep a cool head when it comes to investing. Because we are humans and therefore susceptible to our emotional response towards investing and market events, buying into monthly paying REITs can make a lot of sense. Let me tell you why. Seeking Alpha charts The hidden (psychological) advantage of getting paid every month When you buy into REITs - especially those that pay you every month - you get "rewarded" on a frequent basis. Something that is not always given enough credit. Receiving a monthly paycheck can give you the psychological idea that your investments are going fine. Every month you are "rewarded" for your patience in the stock market, no matter how bad things seem to be going on a macroeconomic level. Since investors have the tendency to panic-sell or trade w...

Earnings Call Insights: SunCoke Energy (SXC) Q1 2026 Management View "We're pleased with our performance in the first quarter, delivering consolidated adjusted EBITDA of $56.5 million, reflecting strong operational execution," said (CEO, President & Director Katherine Gates), while noting operational disruption: "As discussed on our fourth quarter 2025 earnings call, our coke plants were impacted by severe winter weather and the Middletown turbine failure." (CEO, President & Director Katherine Gates) framed capital returns and balance sheet priorities around cash generation: "Earlier today, we also announced a quarterly dividend of $0.12 per share... This is our 27th consecutive quarter announcing a dividend," and "We had strong operating cash flow generation of $72.7 million and ended the quarter with ample liquidity of $262 million." (CFO & Treasurer Shantanu Agrawal) summarized profitability and the key drivers: "Net loss attributable to SunCoke was $0.05 per share in the first quarter of 2026," and "The decrease was primarily driven by higher depreciation expense, the shutdown of our Haverhill 1 cokemaking facility, severe winter weather and the lower power sales due to Middletown turbine failure." (CEO, President & Director Katherine Gates) emphasized contracted positioning and integration execution: "As previously discussed, we are running at full capacity and sold out for the full year," and linked that to operating catalysts: "With the continued seamless integration of Phoenix, the resumption of power production at Middletown and continued strong operational execution, we are confident we will achieve full year 2026 consolidated adjusted EBITDA within our guidance range of $230 million to $250 million." Outlook (CEO, President & Director Katherine Gates) reiterated full-year consolidated profitability expectations: "We are confident that we'll be able to deliver full year consolidated adjusted EBITDA within our guidance range of $230 million to $250 million....

英國倫敦猶太人社區日前發生持刀襲擊案後，當局宣布上調恐襲威脅等級。首相施紀賢承諾，加強警力保護相關社區。 英國首相施紀賢周四到倫敦北部，日前有猶太人遇襲的戈爾德斯格林地區視察，有示威者向他的車隊喝倒采和叫口號，批評施紀賢遏止反猶太活動不力。 周三有兩名猶太男子，在這裡遭人持刀襲擊，45歲疑犯蘇萊曼被捕，他是來自索馬里的英國公民，當局控告他企圖謀殺罪。施紀賢表示，這次襲擊，凸顯英國正面臨反猶太主義危機，指如今英國猶太民眾陷入恐慌，不敢在公共場合表露身份。他又點名指責伊朗等國家，試圖傷害住在英國的猶太人，英方要加強應對威脅。 英國首相施紀賢說：「我們會在猶太社區加強警力部署，對猶太安全機構增加投資，賦予相關機構有更大權力，取締宣揚反猶太極端主義的慈善機構。」 當局周四宣布，將英國恐怖主義威脅等級，由「高」上調到「嚴重」級別，即是五級之中的第二級，意味未來六個月，英國極有可能發生恐怖襲擊。內政大臣馬曼婷表示，上調威脅等級是基於最新情報評估，及極端主義威脅持續上升的趨勢，並非單純針對近日的持刀襲擊事件。 英國對上一次將恐襲威脅上調至「嚴重」，是在2021年11月，利物浦一間醫院遭炸彈襲擊，及一名國會議員被刺殺死亡後，到2022年2月，才下調回復至「高」。

Earnings Call Insights: IMAX Corporation (IMAX) Q1 2026 Management view "With the heart of our formidable slate now rolling out, we remain very confident in our 2026 guidance, including a record $1.4 billion in global box office this year." (Executive VP & CFO Natasha Fernandes) "Project Hail Mary... has now earned more than $90 million in IMAX, more than double our initial projections." (Executive VP & CFO Natasha Fernandes) "IMAX global box office in the current quarter-to-date is over $100 million, up over 10% year-over-year." (Executive VP & CFO Natasha Fernandes) "Year-to-date, we signed agreements for over 40 new and upgraded IMAX systems worldwide... most recently with our biggest deal ever in one of the most productive markets in the world, our 10-system agreement with HOYTS in Australia and New Zealand." (Executive VP & CFO Natasha Fernandes) "I'm happy to share that I'm making excellent progress, and I'm gradually resuming oversight of the business and involved in all key strategic decisions." (CEO & Director Richard L. Gelfond) Outlook "We remain very well positioned to achieve our 2026 guidance, including record global box office of $1.4 billion, 160 to 175 system installations worldwide and adjusted EBITDA margin... with at least 45%." (Executive VP & CFO Natasha Fernandes) "We remain confident in our forecast of total adjusted EBITDA margin of more than 50% in the coming year." (Executive VP & CFO Natasha Fernandes) "[T]here's always a mix between the regions of box office... and the amount that we're investing into marketing in this year... And so that's where the margins can ebb and flow." (Executive VP & CFO Fernandes) Financial results "First quarter adjusted net income grew 33% to $10 million, while adjusted EPS grew $0.17, up $0.04 year-over-year." (Executive VP & CFO Natasha Fernandes) "IMAX delivered revenues of $81.4 million, a decline of $5 million year-over-year, driven by decreased revenues in Greater China." (Executive VP & CFO Natasha Fer...

Earnings Call Insights: AXT (AXTI) Q1 2026 Management view "Revenue for the first quarter of 2026 was $26.9 million" and the mix skewed to indium phosphide, with "Indium Phosphide was $13.6 million, primarily from data center applications" (CFO Gary Fischer). "Non-GAAP gross margin was 29.9%" and management tied profitability progress to both volume and mix, with "Indium Phosphide was just a tad north over 50% of total revenue" (CFO Fischer). "Last week, we completed a capital raise for $632.5 million in support of Tongmei's Indium Phosphide capacity expansion as well as R&D investment in new products like 6-inch Indium Phosphide" (CEO Morris Young). "We're planning to double our Indium Phosphide capacity again in 2027, with a new facility near our current one that we will be dedicated to Indium Phosphide wafer production" (CEO Young). "Our subsidiary, JinMei, has begun to refine high-purity Indium" and management said this provides "direct control of a guaranteed supply" of a key input (CEO Young). Outlook "As of today, we have approximately $34 million in revenue that can be realized in Q2" from orders "for which we either already have a permit to ship or for which an export permit is not required" (CFO Fischer). "We could see upside, even significant upside to this number in Q2, should we receive permits for additional orders" but "the timing for permit issuance is not predictable nor in our control" (CFO Fischer). "We expect to achieve profitability on both a GAAP and non-GAAP basis in Q2" with "non-GAAP net income...in the range of $0.06 to $0.08" and "GAAP net income...in the range of $0.05 to $0.07" (CFO Fischer). "We estimate share count for Q2 will be approximately 63.5 million shares" and "we expect that [OpEx] will be approximately $9.3 million in Q2 on a non-GAAP basis and approximately $10 million on a GAAP basis" (CFO Fischer). Financial results "Revenue for the first quarter of 2026 was $26.9 million" vs. "$23.0 million in the fourth quarter of 2025" ...

Earnings Call Insights: DMC Global (BOOM) Q1 2026 Management View “The macroeconomic challenges that persisted throughout 2025 carried into the first quarter and continued to pressure our construction, energy and industrial end markets,” said (CEO, President & Executive Chairman of the Board James O'Leary), adding, “In late February, the onset of the Middle East conflict intensified these headwinds, disrupting supply chains and international oil production while fueling raw material inflation, particularly for aluminum.” (CEO, President & Executive Chairman of the Board James O'Leary) reported Q1 consolidated sales of $135.6M and adjusted EBITDA attributable to DMC of $3.9M, while emphasizing performance “within our admittedly moderated expectation range.” (CEO, President & Executive Chairman of the Board James O'Leary) described Arcadia’s environment as “soft across both commercial and residential construction markets,” citing aluminum costs at “multiyear highs” and saying “a competitive bidding environment also continues to pressure pricing.” (CEO, President & Executive Chairman of the Board James O'Leary) said DynaEnergetics’ declines were driven by “lower product sales in North America, where well completion activity continued to decline and pricing remained competitive,” and added that “the conflict in the Middle East delayed customer shipments into that region.” (CEO, President & Executive Chairman of the Board James O'Leary) highlighted NobelClad’s backlog momentum: “Order backlog at the end of the first quarter increased 12% sequentially to $70.3 million, marking the highest level in more than 15 years,” while noting Q1 sales were affected by “the timing of large project shipments” and earlier tariff-related uncertainty. “First quarter adjusted net loss attributable to DMC was $5.7 million, while adjusted loss per share attributable to DMC was $0.28,” said (Chief Financial Officer Eric Walter), and added liquidity details including “cash and cash equivalents...

法國政府早前擱置推進擴大五一勞動節可以假日上班行業範圍的法案，總理勒科爾尼隨後提出緊急解決方案，允許麵包店及花店的員工於2026年5月1日當天自願工作。此舉引發多個工會及議員不滿，並向法國最高行政法院國務委員會提出三項緊急上訴，要求暫停總理的決定。 法媒《世界報》報道，國務委員會於星期四就上訴作出裁決。裁決指出，由於政府已於4月28日，即聽證會的前一天，撤回了引發爭議的新聞稿，因此暫停和禁令請求的結論已經失去了意義，法院不再有必要就此事作出裁決。 總理府在早前的新聞稿中解釋，政府希望確保這兩個行業的工匠不會因5月1日的相關法律而遭受任何損失。政府表示，此舉旨在履行支持手工麵包師、糕點師和手工花藝師的承諾。 政府周二撤回先前的聲明，並以新的聲明取而代之以澄清其立場。國務委員會認為，政府在網上發布的這份新新聞稿，以及「行政部門代表在聽證會上提供的解釋」，足以得出結論：政府無意發布任何指令來阻礙5月1日開始的現行法律框架。 法國現行《勞動法》明確規定，5月1日是唯一「必須休息」的法定假日，僱主原則上禁止讓員工在當天工作。僅有因業務性質無法中斷經營的機構（如醫院、交通運輸）可獲豁免。工會及左翼政黨認為，五一勞動節是1948年確立的社會成果，削減這一天的休息權等同無視百年的社會鬥爭。

5月1日，宁德时代上线国内新能源电车在供车型查询入口，查询表数据更新至4月30日，覆盖电池独供及混供车型。（界面新闻）

格隆汇5月1日｜据网络平台数据，截至5月1日，2026年度电影总票房(含预售)突破130亿元！五一档新片总票房已超过1.2亿。

Singapore Prime Minister Lawrence Wong warned of bigger disruptions ahead as the country navigates a more uncertain global environment, from the Iran conflict to the rapid rise of artificial intelligence. “Jobs will change, some will disappear, and the pace of change will be faster than anything we have seen before,” he said in a May Day address on Friday, referring to the impact of new technologies. Wong paired the caution with a note of reassurance, saying Singapore’s economic transition will create new and better jobs, even if some existing roles cannot be preserved. “We may not be able to protect every job, but we will protect every worker,” he said. The remarks come as the government tries to balance embracing technologies like AI with addressing the needs of a rapidly aging workforce, after rolling out a budget this year focused on upskilling citizens and reinforcing social safety nets. Wong said Singapore will make sure the benefits of AI are shared by all, adding that it plans to better connect skills training with job matching. Part of the government’s approach emphasizes strengthening Singapore’s tripartite model, bringing together unions, employers and the state to manage wage pressures and maintain labor market flexibility. Recent policies are aimed at helping workers cope with higher living costs and structural shifts in the economy, including targeted wage support and efforts to improve job matching. Authorities have also tightened foreign workforce rules by raising minimum qualifying salaries, coupled with increased support for mid-career workers seen as more vulnerable to disruption from technology and global competition. Middle East Crisis Wong used his speech to warn about risks from the Iran war, saying shortages of more goods may emerge. Even if the Strait of Hormuz reopens, a return to normal will take time as damaged infrastructure is repaired, routes are cleared and confidence is restored. That process could take months, he said, adding that p...

JHVEPhoto/iStock Editorial via Getty Images The Thesis: A Buy Rating, Yet Again Of the recent onslaught of bank earnings, I picked one bank to cover today, as it has been a regular coverage of mine on Seeking Alpha over the last few years. Bank of New York Mellon ( BK ), which is not only a major custodian bank and asset manager but also active in other segments like wealth advisory, beat its earnings estimates on Apr. 16th, now 4 quarters in a row. BK has been one of my best-performing bullish ratings on this site, up around +230% since my buy rating in May 2023 , and also up since my subsequent follow-up articles and my bullish view in February. Some factors that continued to drive my confidence were a compelling dividend case, organic growth drivers, and resilience through many market cycles in recent decades. In fact, another financial site reported in April that Truist Securities also reiterated its buy rating on BK, as well as raising its price target. So, today's follow-up will cover the following 8 topics: BK - rating worksheet (author) My updated thesis actually keeps confirming more of the same, even after the Q1 earnings results, which actually strengthened my prior bullish ratings even more. This bank could benefit from resilient equity markets and client activity, organic growth, strong margins, an A-level credit rating, and a compelling dividend growth story that could keep attracting dividend investors to this stock. These positives outweigh some headwinds like a more muted upside forecast this time and overvaluation; however, the technical chart patterns also keep reinforcing the bullish thesis too. Macroeconomic Factors macro factors (author) In this first section to kick things off, I identified three macro factors to consider and am modestly bullish in this section. When considering what macro factors could most impact this sector, I thought about the unique niche that BK is in, and so I think factors like rising equity markets, demand for wealth ...

內地五一假期今日起開始，深圳灣口岸有不少家庭出境，離境大堂現時擠迫，離境過程大致暢順。 有出境家庭打算即日來回，憂黃金周人多。