格隆汇5月7日｜据央视新闻，据人力资源社会保障部消息，国务院就业促进和劳动保护工作领导小组办公室近日印发通知，自2026年4月至7月，在全国范围部署开展2026年清理整顿人力资源市场秩序专项行动。本次专项行动围绕落实就业促进、劳动保障等领域相关法律法规：集中纠治侵害劳动者公平就业权益、扰乱就业市场秩序的各类突出违法行为，严格规范网络招聘秩序，强化网络招聘服务许可制度管理，规范网络招聘类信息发布；集中整治“招转培（贷）”欺诈，重点打击以招聘为名诱骗求职者参与付费培训乱象；规范劳务派遣用工，重点查处未经许可擅自经营劳务派遣、“假外包、真派遣”问题；依法纠治各类就业歧视行为。

Helmerich & Payne press release ( HP ): Q2 Non-GAAP EPS of -$0.38 misses by $0.34 . Revenue of $932.36M (-8.6% Y/Y) misses by $16.33M . Consolidated adjusted EBITDA totaled $178 million. Operational Outlook for the Third Quarter of Fiscal Year 2026 The guidance below represents our expectations as of the date of this release. Guidance 3Q’26 FY’26 North America Solutions Direct Margin ($M) 1 $230 - $240 Average Rigs 137 - 143 138 - 144 International Solutions Direct Margin ($M) 1 $12 - $32 Average Rigs 5 58 – 68 58 – 68 Offshore Solutions Direct Margin ($M) 1 $24 - $28 $100 - $115 Average Rigs / Mgmt. Cont. 30 - 35 30 - 35 Other Direct Margin ($M)1 $0 - $3 Click to enlarge Guidance FY'26 Gross Capital Expenditures ($M) $270 - $310 Depreciation ~$700 Research and Development ~$28 Selling, General & Administrative $265 - $285 Cash Taxes $125 - $150 Interest Expense ~$100 Click to enlarge More on Helmerich & Payne Helmerich & Payne Remains Fairly Valued, Middle East Tension Can Support It Helmerich & Payne: Not Time To Dive In Quite Yet Helmerich & Payne Q2 2026 Earnings Preview Helmerich & Payne JV scores Caspian offshore deal that could top $1B Seeking Alpha’s Quant Rating on Helmerich & Payne

格隆汇5月7日｜抖音电商发布《2026抖音电商国货消费数据报告》显示，过去一年，抖音电商新增活跃国货商家数量同比增长47%，直播间成交额占比达到63%，年成交额过百万元的国货品牌数超1万个，年成交额过亿元的国货品牌超2000个，国货消费延续增长态势。

在过去十年，中国商业地产经历了一轮剧烈的范式转移。从以坪效为核心的购物中心时代，到强调“内容运营”的综合体阶段，再到今天，越来越多开发商开始意识到—— 商业地产不再是空间的生意，而是时间与体验的生意。 消费者的行为正在发生结构性变化。他们不再只是去买东西，而是寻找一种可以停留、参与和分享，甚至表达自我的场景。与此同时，一线城市核心区域趋于饱和，传统CBD逐渐显现出单一功能的局限，这些地方既有高密度，也有高效率，但同时也带给人低松弛感。 在这样的背景下，新的城市空间模型出现了。它们既不是传统意义上的商业中心，也不是单一功能的商务区，而是一种试图整合工作、生活、文化与自然的“复合型城市单元”。徐汇滨江，正是在这一周期中逐渐成形的样本。 从工业棕地到文化地标，这片区域在过去十余年完成了城市更新的第一阶段，引入美术馆、艺术中心、公共滨水空间，形成上海地区知名的文化基础设施。如今，随着商业与居住体系的逐步补全，它开始进入第二阶段：从一个文化目的地，转向成为城市居民和游客喜爱的可持续的生活系统。 刚刚开幕的西岸中環，正是这一转变的核心节点。上海西岸中環行政总裁关仕荣（Stuart Grant）认为，西岸中環所提倡的“Enjoy Life”这一理念背后，其真实含义并不是口号，而是一套由空间、内容与运营共同作用所带来的结果。它所尝试的，是另一种城市逻辑——不是更快，而是更可持续。 自然方面，西岸中環拥有1.4公里的滨水岸线，这一得天独厚的自然资源在开发中得到了进一步利用。作为香港置地在上海最重要的项目之一，西岸中環并未沿用传统商业地产的开发逻辑，而是试图回答一个更宏观的问题： 在一个已经高度成熟的城市中，我们是否还能重新“设计”一种新的生活方式？ Yi ：YiMagazine G ：上海西岸中環行政总裁关仕荣（Stuart Grant） Yi ：你曾在黑石集团管理庞大投资组合，现在转向操盘西岸中環这一超长周期持有型项目。这种从专注资本效率到运营的转变，带给你最大的感悟和收获是什么？ G ： 没错，我在黑石工作了超过18年，已经做到了合伙人。黑石既是全球最优秀的房地产投资机构之一，也是顶级的资产管理公司之一。我的职责主要是资产管理，也就是通过提升、出租、再开发和重新定位等方式，为资产创造价值。所以从背景上来说，我一直在做“运营”。转到香港置地，其实是一个非常自然的过程。我已经习惯管理...

一、【早盘盘面回顾】 财联社5月7日讯，市场震荡拉升，创业板指走势较强，北证50指数盘中涨超4%。沪深两市半日成交额1.98万亿，较上个交易日缩量976亿。盘面上热点快速轮动，全市场超3400只个股上涨。从板块来看，算力硬件方向集体走强，其中光纤概念表现活跃，杭电股份2连板，通鼎互联涨停。CPO概念走高，炬光科技20cm涨停，东山精密、仕佳光子、汇绿生态、光迅科技均创历史新高。PCB概念爆发，电子布、CCL方向领涨，聚杰微纤、东材科技涨停，创历史新高，山东玻纤、宝鼎科技、协和电子涨停。下跌方面，工业气体概念震荡走弱，水发燃气跌停，锂矿概念集体调整，大中矿业跌超8%。截至收盘，沪指涨0.25%，深成指涨0.71%，创业板指涨0.98%。 个股来看，今日早盘涨停数量为74家（不包括ST及未开板新股），封板率81%，连板股数量为16家，金螳螂5连板，中国长城、福达合金3连板，航锦科技、中嘉博创、合力泰、宇环数控、波导股份、华电辽能、东阳光、大连热电、大唐发电、腾龙股份2连板。 CPO概念再度走强，炬光科技、东山精密、泰晶科技、世嘉科技涨停，华光新材、富信科技、长芯博创、汇绿生态、光迅科技涨幅居前。 消息面上，美东时间周二盘后，美股光模块巨头 Lumentum公布了强劲的第三财季财报(截至2026年3月28日)。Lumentum第三财季业绩表现卓越，营收同比增长90%，创下8.08亿美元的历史新高。 光纤概念反复活跃，杭电股份2连板，通鼎互联、特发信息涨停，长飞光纤、永鼎股份、兆龙互连涨幅居前。 消息面上，英伟达宣布与康宁建立长期合作伙伴关系。康宁将新建三家美国工厂，把美国光连接产能提升10倍，光纤产量提升超过50%。这一扩张直接响应AI工厂建设加速带动的需求增长。两家公司表示，现代AI工作负载需要数千颗英伟达GPU，进而对高性能光纤、连接器和光子学组件提出了前所未有的需求规模。 PCB概念延续强势，电子布、CCL方向领涨，聚杰微纤、东材科技涨停，创历史新高，山东玻纤、宝鼎科技、协和电子涨停。 消息面上，自2025年10月以来，电子布市场价格开启持续上行通道，年初至今，电子布进入月度调价模式，今年已经连续4次提价。多家电子布厂商库存紧张，行业整体处于满负荷生产状态，部分企业仅维持一周左右货量。 机器人概念集体反弹，肇民科技、盛视科技、天永智能、大业股份等涨停，恒锋工具、斯菱...

NVDA Q1 Earnings May 28: Add Now or Wait for the Print? Gotrade

财联社5月7日讯（编辑 卞纯） 美国政府周三公布的数据显示， 在美伊战争爆发之后的一个月（即今年3月份），美国航空公司在航空燃油上的支出激增了56.4% 。 美国交通部发布的数据显示，美国航空公司3月燃油支出达50.6亿美元，而2月份仅为32.3亿美元。这一数字也比2025年3月高出30%。 根据IATA的数据，燃油是航空公司仅次于人力成本的第二大支出，通常占运营支出的27%左右。 由于航空燃油价格飙升，多家航空公司已经下调甚至完全取消2026年的业绩预测。一些航空公司还放慢了扩张计划，以削减成本，避免在市场上保有过多高成本运力。 随着战争持续以及霍尔木兹海峡通航持续受阻，4月份航空燃油涨势更为猛烈，在部分市场上突破了每加仑4美元。 由于航油成本飙升，上周末，美国廉价航空公司“精神航空”（Spirit Airlines）宣布停止运营，成为首家因伊朗战争而破产的航空公司 其他大型航空公司近日发布财报时也表示，他们预计高昂的燃油成本最终会在今年年底前，或者最晚明年年初前转嫁给消费者。 不过从目前的情况来看，消费者的出行需求依然坚挺。根据航空报告公司（Airlines Reporting Corp.）的数据，3月份旅行社的机票销售额同比增长了12%，达到104亿美元。 上月底，欧洲最大廉价航空公司爱尔兰瑞安航空公司首席执行官迈克尔·奥利里警告称，如果今年夏季航空燃油价格持续高企，欧洲部分航空公司可能面临倒闭风险。

创业板指探底回升涨近1%，算力硬件股再度爆发。 恒指半日涨1.6%，恒生科技指数涨3.1%，华虹半导体、快手大涨逾7%。 伊朗局势缓和推动亚太股市上涨，日股假期归来补涨逾5%，创历史新高。 人民币兑美元中间价时隔逾三年首次升破6.85关口。 报道：伊朗预计将于5月7日向调解人提交其对美国提出的结束战争提议的回应。 两市融资余额较上日增加410.83亿元。

① 14:00 德国3月工厂订单； ② 15:00 欧洲央行副行长金多斯讲话； ③ 15:15 欧洲央行管委维勒鲁瓦讲话； ④ 15:30 瑞典央行公布利率决议； ⑤ 16:00 挪威央行公布利率决议； ⑥ 时间待定 中国4月外汇储备； ⑦ 美股盘前 Datadog、麦当劳发布业绩报告； ⑧ 20:30 美国5月2日当周首次申请失业救济人数，一季度非农生产力初值； ⑨ 22:00 美国3月营建支出； ⑩ 次日01:00 欧洲央行执委施纳贝尔讲话； ⑪ 次日02:05 美国克利夫兰联储主席哈玛克（2026年FOMC票委）讲话； ⑫ 次日03:00 美国3月消费信贷，墨西哥央行公布利率决议； ⑬ 次日03:30 美国纽约联储主席（FOMC永久票委、号称美联储三把手）威廉姆斯讲话； ⑭ 美股盘后 CoreWeave、Coinbase、爱彼迎、吉利德科学、南美电商巨头MercadoLibre Inc.发布业绩报告； 微信小程序搜索“见闻历”，了解更多。

国际足联有“秘书长级别的高管”计划近期访华，世界杯版权谈判或迎转机。距离2026年美加墨世界杯开幕只剩不到40天，而中国大陆的转播权至今悬而未决。据路透社报道，FIFA正面临着一场“转播危机(broadcast crisis)”，因为除了中国大陆地区之外，全球人口第一大国印度也尚未确认任何官方转播商。据多家媒体披露，此次国际足联为中国大陆市场开出的2026年世界杯转播权报价，最初高达2.5亿至3亿美元，折合人民币约18亿至21亿元。而央视的预算可能仅在6000万至8000万美元左右，即便后来国际足联已经将报价降至约1.2至1.5亿美元，但双方的心理预期依然存在巨大差距。在这种情况下，双方至今尚未就电视转播权达成协议。（每经）

imaginima/iStock via Getty Images PayPal ( PYPL ) is benefiting from robust momentum in its core payments business, with its U.S. total payment volume/TPV growing at double-digits year-over-year in the first fiscal quarter. PayPal, as a result, exceeded consensus estimates for the bottom and the top lines, and the Fintech revealed a strong margin picture as well. PayPal also confirmed its outlook for FY 2026 free cash flow and EPS amid strong growth in Venmo-branded product offers as well as positive account expansion. I like PayPal, chiefly because of its low valuation based off of earnings, and don't believe shares should have sold off 8% after the Q1'26 earnings report. If PayPal can continue to grow its account base and sustain its U.S. TPV growth, I see an upside revaluation case for the Fintech to ~$64 per-share, implying up to 36% re-pricing potential. Data by YCharts Previous rating I rated shares of PayPal a 'Strong Buy' in February and all the way throughout 2025 -- Now Is The Time To Go All In -- because the Fintech convinces with a strong recurring free cash flow position, a shareholder-friendly capital return plan (high stock buybacks), as well as a continuous momentum in its core payment offers, such as Venmo. I believe PayPal trades significantly below fair value, despite the Fintech platform being able to grow its accounts and posting strong margins overall, in terms of both operating income and free cash flow. While PayPal's Fintech competitors may grow more quickly, PayPal is a more mature, lower-risk bet on the Fintech market. I like PayPal's platform profitability and stock buybacks and believe investors have turned too bearish on the Fintech enterprise. PayPal crushed estimates amid Venmo momentum PayPal published better-than-expected results on both the bottom and the top line for the fourth fiscal quarter: the Fintech generated $1.34 per-share in normalized earnings compared to a consensus estimate of $1.27 per share. PayPal beat on revenues a...

Essential Utilities press release ( WTRG ): Q1 Non-GAAP EPS of $0.83 misses by $0.04 . Revenue of $861.8M (+10.0% Y/Y) beats by $78.9M . Financial and Growth Guidance The Company’s latest expectations are the following: Anticipated growth in long-term earnings per share at a compound annual growth rate of 5% to 7% from the adjusted 2024 earnings per share of $1.97 (non-GAAP) for the three-year period through 2027. In 2026, regulated infrastructure investments are expected to be $1.7 billion. Multiyear plan to ensure that finished water does not exceed the federal maximum contaminant level of the six EPA-regulated PFAS chemicals. More on Essential Utilities Essential Utilities: Not Too Late To Buy Now Essential Utilities, Inc. 2025 Q4 - Results - Earnings Call Presentation Essential Utilities, Inc. (WTRG) Q4 2025 Earnings Call Transcript Essential Utilities Q1 2026 Earnings Preview Western states look to desalination deals as Colorado River crisis deepens: WSJ

Skyroot Aerospace Pvt. has become India’s first space-tech unicorn after securing $60 million in fresh funding from GIC Pte and Sherpalo Ventures , lifting its valuation to $1.1 billion. The round also saw participation from funds managed by BlackRock Inc. , taking Skyroot’s total capital raised to $160 million, the company said in a statement Thursday. The investment arrives at a pivotal moment. Skyroot is preparing the maiden flight of Vikram-1, set to be India’s first privately designed and developed orbital rocket. The funds will be used for launch operations, expand manufacturing capacity and accelerate development of the more capable Vikram-2, the company said. The deal will help add global expertise to Skyroot’s bench, by bringing in Ram Shriram — founder of Sherpalo Ventures and an early Google backer — to its board. Skyroot’s rise mirrors a broader transformation in India’s space sector. What was once a government-dominated domain is rapidly evolving into a high-growth, dual-use ecosystem for civilian and military purposes. The number of space startups has surged from just one in 2014 to more than 300 by early 2026, positioning private companies as central to India’s ambition of capturing 8% of the global space market by 2035. The shift comes as the Indian Space Research Organisation faces renewed pressure after a second consecutive orbital launch failure in early 2026. At the same time, India’s security agencies are increasingly turning to private players to build so-called bodyguard satellites and other defensive space assets amid heightened geopolitical tensions. India plans to launch over 50 spy satellites and add night-time imaging systems to enhance its national security capabilities, with help from domestic startups.

财联社5月7日讯（记者 陈俊兰） 5月6日，中国证券业协会最新发布2026年一季度证券公司债券承销业务专项统计数据。数据显示，在政策引导下，券商在服务国家战略重点领域成效凸显，科技创新、绿色低碳、乡村振兴等主题债券承销规模实现高速增长，但“一带一路”债券业务出现明显下滑。 具体来看，49只绿色债券承销总额达504.79亿元，规模与2025年一季度同比增加132.42%。中信证券、国信资管、国泰海通证券承销规模居前三。 一季度，低碳转型债券虽处于起步阶段，但增长迅猛。承销总额达125.43亿元，同比飙升298.19%；发行数量共25只，同比大增316.67%。其中，广发资管、东方证券、德邦证券承销金额均突破10亿元。 科技创新债券承销规模达1985.28亿元，同比增长90.36%；共61家券商承销科技创新债券232只。中信证券、中信建投证券、国泰海通证券表现突出，承销金额均超200亿元，在规模与家数上均位列前三。 乡村振兴债券承销总金额达222.27亿元，同比增长130.02%。其中，国信资管以66.6亿元的承销规模稳居榜首，占比接近三成。 “一带一路”债券承销遇冷。共有8家券商主承销5只债券，合计金额26.8亿元，同比下滑34.63%。仅广发证券与华泰联合证券承销金额超5亿元。 94只民营企业公司债累计募资1288.06亿元，同比增长20.19%。金额方面，平安证券以249.32亿元居首，也仅有这一家券商承销规模突破200亿元；家数方面，中信证券以承销11.7家排名第一。 地方政府债券方面，一季度合计中标金额647.75亿元，同比增长54.06%，覆盖20个地区；8家券商中标金额超30亿元，银河证券以73.03亿元的承销金额和18家的承销家数双双位居行业第一。此外，中小微企业支持债券共承销37只，合计金额312.12亿元，中信证券以85.08的规模位于行业领先地位。 绿色金融债券承销规模超500亿，申港证券跃居前五 根据中证协数据，今年一季度，绿色债券主承销商的证券公司共37家，承销49只债券，同比增长96%，规模合计金额504.79亿元，同比增长132.42%。 从承销家数和承销规模来看，强者恒强，行业集中度明显。其中，中信证券以96.94亿元的承销规模稳居第一。排名前五的券商还有国信资管（66.6亿元）、国泰海通证券（42.98亿元）、国泰海通资管（40亿元）以...

US senators urge stability, cooperation between US, China Reuters

格隆汇5月7日｜人工智能初创公司Anthropic PBC最初将其Claude聊天机器人的目标客户锁定在企业，如今则寻求乘着近期在消费者市场取得进展的东风，提升该软件对普通用户的吸引力。该公司实验室团队的联合负责人Mike Krieger称，自去年底以来，Anthropic就要求员工改进聊天机器人处理个人咨询的方式，比如有关健康、旅行和食谱的问题。 在旧金山一场公司会议的间隙，Krieger表示Anthropic专注于提升聊天机器人的“质量、完善度和性能”。这包括缩短用户打开移动应用后向Claude发起询问所需的时间。“今天，我们把这个时间从五六秒缩短到了一秒左右，” Krieger在周三的一次采访中说。为满足对其软件日益增长的需求，Anthropic周三还宣布与马斯克的SpaceX签署一项算力协议。协议条款未予披露。

近日，浙江省文化广电和旅游厅制定《浙江文旅市场善治工程实施方案（2026-2028年）》，明确实施暖心服务焕能行动、匠心执法护航行动和安心固本强基行动。优化审批效能，全面推行“一网通办”“不见面审批”，打造审批最快、体验最优、满意度最高的政务生态；全面实施文明旅游“君子兰”行动，让文明旅游蔚然成风；聚焦旅行社违法违规、未经许可经营、在线旅游经营乱象等重点领域，严厉打击“不合理低价游”“强制购物”等旅游领域违法违规行为；以“安全生产治本攻坚年”为主线，建立健全“95431”工作机制，提升文旅行业本质安全水平等。（新浪财经）

财联社5月7日讯（实习编辑 张文骏） 在息差持续承压、零售信贷需求仍待修复的背景下，财富管理业务已成为支撑银行非息收入增长的核心引擎。 截至4月末，上市银行2026年一季报悉数披露完毕。财联社整理发现，截至Q1，已披露个人客户金融资产规模（AUM）的8家银行一季度零售AUM全部实现环比正增长，农业银行AUM突破25万亿；私行客户加速扩容，首次有股份行私行客户突破20万户。财富管理方面，其手续费收入整体回暖，其中平安银行增超5成；国有大行中收体量领先，股份行中收增速分化，从-9%到+55%不等。 零售AUM持续攀升，最高突破25万亿 从AUM来看，一季度披露相关数据的银行全部实现稳健增长。如下图所示： 数据来源：银行一季报及业绩新闻稿，财联社整理 可以看到，国有大行凭借广泛的客户基础和渠道优势，AUM规模持续攀升。农业银行一季度实现个人客户总量和个人客户AUM双突破，个人客户总量突破9亿户，保持同业领先；个人客户AUM达25.8万亿元，增量在可比同业领先。交通银行一季度末AUM规模达6.17万亿元，较上年末增长3.14%，财富管理中收同比显著增长。 股份行方面，招商银行私人银行客户数量首次突破20万户，且为首个突破20万户的股份制银行，在此之前，“20万户俱乐部”由国有大行“一统江山”。招商银行一季度管理零售客户总资产AUM余额约为178,551.65亿元，较上年末增加7,726.46亿元，增幅为4.52%。 招商银行的高净值客群也持续扩容，其中金葵花客户数621.61万户，较上年末增长4.8%；私人银行客户数20.75万户，较上年末增长4.1%。 中信银行也在私人银行业务迎来突破。至一季度末，该行私行客户数迈上 10 万户新台阶，富裕及以上客层户均 AUM 同比提升，一季度末零售管理资产规模达5.50万亿元，较上年末增长2.60%。零售非存AUM达3.68万亿元，同比增长19.0%，显示该行在产品多元化配置方面取得了积极进展。 浦发银行一季度末管理个人AUM余额（含市值）达47,647.34亿元，较上年末增长2.15%，较上年末增加约1,002亿元。平安银行一季度末零售管理AUM规模达42,879.90亿元，较上年末增长1.2%，私人银行客户数量增至10.82万户，较上年末提升2.5%，私行AUM规模突破2万亿元大关，达20,253.35亿元，较上年末增长1.7%。...

Earnings Call Insights: Zevra Therapeutics (ZVRA) Q1 2026 Management View "We made substantial progress in establishing MIPLYFFA as a foundational treatment for Niemann-Pick disease type C or NPC in the U.S. by delivering meaningful clinical impact to patients and pursuing multiple pathways to expand patient access globally." (President, CEO & Director Neil McFarlane) "To sharpen our focus on high-impact activities and remove operational distractions, we optimized the portfolio by divesting noncore assets with the sale of the SDX portfolio, to Commave Therapeutics for $50 million and concurrently resolved the legal dispute." (President, CEO & Director McFarlane) "We've now reached a total of 170 prescription enrollment forms for MIPLYFFA from launch through March 31, nine of which were received in the first quarter." (President, CEO & Director McFarlane) "Through our global Expanded Access Program, or EAP, we are able to deliver a much-needed treatment to patients with NPC... As of the end of the quarter, we have a total of 122 patients enrolled in the EAP across geographies." (President, CEO & Director McFarlane) "We submitted our responses to the EMA's 120-day list of questions within the 90-day clock stop period and are progressing along the standard review process to make Arimoclomol available to the European NPC community." (President, CEO & Director McFarlane) "We have been seeing in clinical practice that clinicians want to be able to treat patients with as many different modalities and to approach the treatment from as many different angles as possible." (Chief Commercial Officer Joshua Schafer) "In March, we executed an agreement with Commave Therapeutics for the sale of the SDX portfolio for $50 million... In connection with this transaction, we reviewed our capital allocation strategy and retired our debt early... We are now debt-free." (CFO & Treasurer Justin Renz) Outlook "It received orphan drug designation in the U.S., enabling marketing exclusivity t...

Earnings Call Insights: Velocity Financial (VEL) Q1 2026 Management view "The first quarter of 2026 was obviously volatile from a macro perspective, but quite steady in our corner of the world." (Co-Founder, CEO, President & Director Christopher Farrar) "Portfolio growth was measured and deliberate, NPL recoveries remained strong, and we continue to generate reliable net interest income from a well-seasoned book." (CEO Farrar) "The most significant activity in the quarter was our first ever issuance of $500 million of unsecured corporate debt rated by Moody's and Fitch." (CEO Farrar) "This capital positions us well for future growth and strengthens our financial flexibility as we dramatically reduced our reliance on shorter term warehouse debt." (CEO Farrar) "Core net income, up 30% over the prior year's quarter." (CEO Farrar) "NIM was very healthy and on target at just over 3.5%." (CEO Farrar) "Our Q1 loan production was just a little over $639 million in UPB." (Chief Financial Officer Mark Szczepaniak) "The total loan portfolio as of March 31 was $6.8 billion in UPB." (CFO Szczepaniak) Outlook "As we look to the rest of 2026, we feel well positioned." (CEO Farrar) "We see a pipeline of origination opportunity that should translate into meaningful volume growth in the second half of the year." (CEO Farrar) "From an earnings perspective, we continue to expect a 3.5% NIM and the portfolio to continue to grow this year as we see origination volumes pick up in the latter half of the year." (CEO Farrar) Compared with the prior quarter, management again characterized conditions as supportive, while shifting emphasis from a full-year recap to consistency and funding flexibility, including: "Our end real estate markets are functioning well, our pipeline is growing and our fixed income markets are well bid." (CEO Farrar) Financial results "The total loan portfolio as of March 31 was $6.8 billion in UPB, and that's a 5.3% increase from Q4 and a 25.6% increase in the portfoli...

泰国央行行长表示，预计泰国今年国内生产总值增长2.1%，明年将达到2.6%。

Amprius Technologies press release ( AMPX ): Q1 GAAP EPS of -$0.04 misses by $0.01 . Revenue of $28.54M (+153.0% Y/Y) beats by $2.82M . Non-GAAP Adjusted EBITDA of ($1.8) million, a $3.4 million improvement Y/Y. Updated 2026 Financial Outlook Amprius updates its 2026 full year outlook as follows: Total revenue is now expected to be at least $130 million, raised from at least $125 million vs. consensus of $126.08M Representing additional demand from Q1 and potential additional demand, particularly from U.S. customers in 2026 Reiterating targets: Net loss is expected to be less than $8.0 million Net loss per share is expected to be under $0.06 vs. consensus of -$0.05 Adjusted EBITDA is expected to be at least $4.0 million Capital expenditure is expected to be under $10.0 million The Company's 2026 outlook assumes depreciation and amortization of $4.7 million, stock-based compensation expense of $8.3 million, interest income of $1.0 million, and weighted average shares outstanding of 136.9 million for the full year. More on Amprius Technologies Amprius: Energy Density As A Weapon System Amprius: Strong Execution, But Valuation Priced In Amprius Technologies: Growth Continues To Impress, But Valuation Is Getting Lofty Amprius secures $21M purchase order Amprius targets $125M revenue in 2026 while expanding NDAA-compliant battery supply chain

WANAN YOSSINGKUM Alibaba-backed ( BABA ) Moonshot AI has secured roughly $2B in a new funding round, highlighting rising investor interest in Chinese startups seeking to compete with Silicon Valley’s top AI companies. Food delivery company Meituan’s ( MPNGF ) ( MPNGY ) venture arm led the round that boosts Moonshot’s valuation to more than $20B, according to a statement from financial advisor HF Capital, which advised some of the backers. In April, Moonshot’s annual recurring revenue topped $200M, driven by subscriptions to its Kimi chatbot and AI model services, the statement said. With the rapid popularization of agent applications, model companies such as Zhipu and MiniMax have already reached market capitalizations of HK$200B-400B. More on Alibaba Alibaba's AI Engine Is Powering A Still Undervalued Comeback Alibaba: Burning Profits To Build China's AI Stack, And It's Working Alibaba: Market Is Missing The Agentic Edge Play From Qwen Chinese robot-hand maker Linkerbot eyes $6B valuation in next funding round - report O'Keefe Stevens Advisory adds BAX, WY; exits BABA, MBGAF among Q1 moves

企查查APP显示，近日，深圳市卓成创新能源有限公司成立，法定代表人为彭建林，注册资本为1000万元，经营范围包含：储能技术服务；风力发电技术服务；光伏设备及元器件销售；发电机及发电机组销售；电池销售等。企查查股权穿透显示，该公司由曼恩斯特间接全资持股。（人民财讯）

格隆汇5月7日｜泰国央行行长：预计今年国内生产总值增长2.1%，明年增速将达2.6%。

格隆汇5月7日｜近日，国际市场调研机构沙利文发布《中国高校科研机构AI4S市场追踪报告，2025年》。报告显示，阿里云以26%的市场份额领跑中国高校科研机构AI4S云市场，稳居第一。报告显示，中国高校科研AI4S云市场正处于快速成长期，预计2030年将达107亿元。沙利文指出，与通用企业级AI市场相比，中国高校科研机构AI4S的需求正在从单一算力资源，升级为AI全栈能力建设，更强调科研任务适配性、复杂算力与工具链协同能力，以及跨学科场景下的持续服务能力。阿里云已在“算力—平台—模型—应用—生态”全链路形成完整技术栈，成为唯一取得全栈领先的厂商。

Guirong Hao/iStock via Getty Images Transcript Oscar Pulido: For years, cryptocurrencies were seen as a speculative corner of the market defined by volatility, hype, and big questions about their long-term value. But today, that narrative is starting to change as markets mature, infrastructure improves, and institutional adoption accelerates. Investors are no longer just asking, "What is crypto?" They're asking a more practical question, "What role should it play in a portfolio?". Welcome to The Bid, where we break down what's happening in the markets and explore the forces changing the economy and finance. I'm Oscar Pulido. In this special episode, we're coming to you live from BlackRock's Latin America Investment Forum in Miami, where investors are gathering to talk about what's next for markets across the region. And one topic that keeps coming up, crypto. Today, I'm joined by Robbie Mitchnick, Head of Digital Assets at BlackRock, and Dan Morehead, CEO of Pantera Capital, one of the earliest institutional investors in blockchain and cryptocurrencies. We'll discuss how crypto has evolved into an investible asset, how institutions are approaching it today, and what investors should be watching as the next phase of the market unfolds. Robbie and Dan, thank you so much for joining us on The Bid. Robbie Mitchnick: Thank you. Good to be back. Dan Morehead: Yeah, it's great to be here. Thank you. Oscar Pulido: Well guys, we are in Miami, we're here at BlackRock's annual Latin America Investment Forum, which brings together over a hundred investors from the Latin America region to talk about the trends that are very topical in the market today. Dan, I would like to start with you. You're the CEO of Pantera Capital. You were one of the first institutional investment firms to focus on blockchain technology and cryptocurrencies. Back in 2013, I did a little bit of research and I think you got involved with Bitcoin ( BTC-USD ) when the price was sub-$100. And you'll correct ...

格隆汇5月7日｜中信建投财富管理发文称，最近打开行情软件，大概率会被满屏的红色刷屏。明明是市场上涨的好行情，却有越来越多人陷入了“越涨越慌、越慌越乱”的循环——这背后，正是投资中常见的情绪陷阱：FOMO情绪。FOMO，全称是Fear of Missing Out，即“错失恐惧症”，放在投资场景里，就是看到市场上涨、他人盈利，而自己未参与或仓位不足时，产生的焦虑、急躁甚至非理性跟风的情绪。 面对FOMO情绪，有以下几点建议： 1、建立认知：市场不会只有一个机会。回顾A股历史，经历了多次牛熊转换，暴跌后的市场也都孕育着新的机会。错过这一次，还有下一次。 2、制定计划，给冲动降温。复盘三个问题：我真的了解这个投资标的吗？我的投资目标是什么？我的风险承受能力如何？ 3、分散配置，避免孤注一掷。分散配置的核心，不是分散亏损，而是分散风险——即使某个热点板块回调，其他资产也能起到缓冲作用。 4、反向思考，别人贪婪时我恐惧。FOMO情绪让我们追涨，而理性的投资者，会在上涨时保持警惕，在下跌时保持冷静。 5、长期持有，淡化短期波动。FOMO情绪的核心，是过于关注短期涨跌，而真正能在投资中赚到钱的，往往是那些长期主义者。

France will win this year’s FIFA World Cup and claim its third title by beating Spain in the final, Bank of America Corp. analysts predicted. Les Bleus striker Kylian Mbappé will be the top scorer and La Roja’s Lamine Yamal will be named player of the tournament, according to a survey of 65 respondents across BofA’s Global Research department. Argentina and Brazil got the next most first-place votes, while Japan, Norway and Morocco were most often named as potential surprises. The 2026 World Cup is expected to be the most lucrative in history. Total four-year cycle revenue for 2023 to 2026 is expected to increase nearly 50% to $11 billion from the $7.6 billion generated by the 2022 World Cup in Qatar, BofA said, citing FIFA budget reports. The tournament may add as much as $40.9 billion to global GDP, according to a FIFA-World Trade Organization estimate. Banks have a patchy record when using various models to predict the outcome of sporting events like the World Cup. In 2022, London-based stockbroker Panmure Liberum correctly forecast that Argentina would win, though it erred by picking England to reach the final — rather than France, which beat the Three Lions in the quarterfinals. Four years earlier, Goldman Sachs Group Inc. used data mining, machine learning and econometrics to run one million simulations that ultimately got it wrong : it guessed Brazil ahead of eventual winner France and completely whiffed on runner-up Croatia. That year, Nomura Holdings Inc. was the only one of six financial institutions to pick the winner, using predictions based on the value of players, momentum of team performance and historical achievements. Even then, the Japanese bank didn’t guess right on any other of the final four teams. This year’s edition may be even more challenging to predict as a record 48 countries will play 104 matches. In what BofA called the largest sporting event ever staged, 16 cities in the US, Mexico and Canada will host an expected 6.5 million fans from ...