记者5月7日从人力资源社会保障部获悉，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；着力整治虚假招聘，清理“央国企内推”“保录直签”等虚假招聘信息；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。 各地区和相关部门将全面摸排本地区、本领域招聘市场风险，主动公开举报投诉渠道，面向社会征集问题线索，对查证属实的违法违规行为，坚决从严从实处置，切实维护好劳动者公平就业权益。(新华社)

格隆汇5月7日｜A股市场绿色电力概念盘中集体大涨，其中，华光新材涨超15%，大唐发电、中电鑫龙、华电辽能10cm涨停，中国能建涨超9%，恒大高新涨超8%，华孚时尚涨超7%，节能风电、中南文化、美利云涨超6%，中国电建涨超5%，协鑫能科、东方新能、龙净环保、北方国际、晨丰科技、绿色动力涨超4%。消息面上，据报道，近日，全国首个大规模“算电协同”绿电直供项目——中国大唐中卫云基地50万千瓦光伏电站正式投运，标志着我国“东数西算”工程实现从沙漠风光资源到数字算力负荷的直连直通。

騰訊控股(00700)出現大手買入2.1萬股，成交價$474.8，涉資997.08萬 AASTOCKS.com

騰訊控股(00700)出現大手買入2.08萬股，成交價$474.8，涉資987.584萬 AASTOCKS.com

格隆汇5月7日｜据天眼查，近日，上海云脉芯联科技有限公司发生工商变更，新增国家人工智能产业投资基金合伙企业(有限合伙)、上海集成电路产业投资基金三期合伙企业(有限合伙)等为股东，同时，注册资本由约267万人民币增至约378万人民币。

格隆汇5月7日｜花旗发表研报指，中煤能源首季商品煤产量为3017万吨，同比减少318万吨，主要受工作面变化及部分煤矿地质条件改变影响。管理层预期2026年商品煤产量将超过1.31亿吨，低于2025年的1.35亿吨实际产量，当中已计入今年首季的干扰因素，并预计未来季度产量将逐步改善。花旗将中煤能源2026及2027年盈利预测分别下调5%及上调2%，至176亿及162亿元，同时引入2028年盈利预测168亿元；目标价由18.2港元下调至16.6港元，维持“买入”评级。

格隆汇5月7日｜印度移动支付和商务平台Paytm称，目前尚无对人工智能的重大资本投资计划。

Earnings Call Insights: Bruker (BRKR) Q1 2026 Management view "While U.S. academic demand, tariff and currency headwinds have continued to pressure our year-over-year results, we are pleased that our first quarter '26 financial performance came in well ahead of expectations." (Chairman, CEO & President Frank Laukien) "In the first quarter, our Bruker Scientific Instruments segment or BSI bookings grew organically in the high-single-digits." (CEO Laukien) "This encouraging momentum is expected to carry us back to organic revenue growth in the second quarter and for the remainder of the year." (CEO Laukien) "Our AI-driven semiconductor metrology business, and our similarly AI-driven SciY scientific software and lab digitization businesses as well as our European Middle East security Detection business all saw organic bookings growth of greater than 20% in the quarter." (CEO Laukien) "Semi Metrology, which is now a greater than $300 million annual revenue business" and "SciY, which is now about a $50 million revenue business" were positioned as AI-linked growth areas, while "our security detection business has grown from a niche business a few years ago to about $70 million in revenue expected this year." (CEO Laukien) "Finally, we are delighted in the turnaround in our BEST segment" including "about $80 million of multi-year orders" for Fusion-related research instruments in Q1 and "about $600 million of multi-year orders" for superconductors from MRI customers over the last five months. (CEO Laukien) "Despite significant macro and foreign-exchange headwinds in the quarter, we delivered financial performance ahead of expectations we outlined in our earnings call in February." (Executive VP & CFO Gerald Herman) Outlook "We are reconfirming our Full Year '26 outlook" of "reported revenue of $3.57 billion to $3.60 billion" and "Organic revenue growth of 1% to 2% year-over-year." (CFO Herman) "We continue to expect organic non-GAAP operating margin expansion of 300 to 350...

In this week’s Hong Kong Edition, Matthew Thomas takes you inside the courtroom for the latest on the Segantii trial that’s captivated the finance community. Spe Chen speaks with the man working to preserve the city’s heritage of neon lights, and David Ingles probes the validity of an old market adage in the age of AI. For the Review, Rachel Chang visits a Korean restaurant where you’d be happy to not say a single word. To subscribe to this weekly newsletter for free, click here . If You Come at the King The insider trading trial being watched on trading floors across the city got underway this week, and there has already been plenty of drama. The proceedings kicked off Monday in a Wan Chai court, concerning a series of trades by Segantii Capital Management that date back to 2017. Remember those halcyon days? Donald Trump was still a fan of Jerome Powell, and almost no one was worried that a superintelligent being was going to kill us all . Segantii executives are certainly unlikely to forget them anytime soon. Prosecutors played a series of phone calls from June that year between Segantii founder Simon Sadler, former Segantii trader Daniel La Rocca, and Tony Psarianos, then an equity sales trading director at Merrill Lynch. It was an intriguing glimpse into how bankers and hedge funds negotiate ahead of potential deals — and there were a few f-bombs thrown in for good measure. The three were discussing a potential block trade — the kind that Sadler was famous for — in the shares of fashion retailer Esprit, a deal which ultimately hit the market and fueled a drop in the share price. After some of those calls, Sadler and La Rocca sold shares in Esprit and added a short position. What to Know About Segantii’s Insider Trading Trial Read more The case rests on the question of whether Segantii’s selling an example of insider trading. That’s not nearly as black and white as some readers might think. My colleague Matt Levine, writing about the US system, has often remarked...

The London Metal Exchange is ready to expand its suite of approved warehouses in Hong Kong after licensing the first last year, according to Chief Executive Officer Matthew Chamberlain . The world’s preeminent metals bourse is examining “how we can really open this up and hopefully get from tens of thousands of tons to hundreds of thousands of tons, which we know would be the natural demand here,” Chamberlain said in a speech at LME Asia Week in Hong Kong. The LME added sites in the city to its global network of warehouses last year, marking the first time they’d been approved in Chinese territory. The push was aimed at giving China’s vast metals industry a more convenient channel to offload supply onto the global market. There are now 15 approved warehouses in Hong Kong, storing nearly 24,000 tons of copper, tin and zinc, according to bourse data. That puts the sites almost at capacity, Bonnie Chan , chief executive officer of LME-owner Hong Kong Exchanges & Clearing Ltd. , said earlier at the same event. Chamberlain said the take-up is “more than I could have hoped for last year,” and validates the city’s importance as a transit point for metals. On the Wire Chinese households picked up their pace of spending over the recent Labor Day extended holiday weekend, according to preliminary figures economists are assessing for a turnaround from a disappointing March. China’s financial regulator advised the country’s largest banks to temporarily suspend new loans to five refiners recently sanctioned by the US over their ties to Iranian oil, according to people familiar with the matter. US President Donald Trump will discuss China’s continued energy purchases from Iran when he meets with President Xi Jinping next week, according to US Trade Representative Jamieson Greer. China’s top diplomat called for the swift reopening of the Strait of Hormuz in a meeting with his Iranian counterpart, signaling Beijing’s urgency to resolve a global energy crisis just days before Presid...

在零售信贷不良未有逆转信号之前，商业银行的个贷业务风险偏好将变得更加保守。近日，财联社记者从多家银行了解到，尽管政策层面对于鼓励消费信号不断，但出于控制风险的考量，实操中零售信贷的把控仍在趋于审慎。有银行将部分核心省会级城市支行的个贷审批权限全面上收至分行，也有银行对个贷风控模型部分参数做了调整。一家上市银行相关管理人士日前向财联社记者表示，当前零售业务的压力依然巨大，尽管一季度末的个贷规模仍是正增长，但该行在业务管理上进行了强化和协同，即便是一线城市也是如此。“目前，我行已经将一个重点省会级城市的个贷业务全部审批权限上收。”（财联社）

《大行》大摩升百濟神州(ONC.US)目標價至395美元 首季業績勝預期 富途牛牛

Earnings Call Insights: LifeVantage (LFVN) Q3 fiscal 2026 Management view "For those of you I haven't had the opportunity to meet, let me briefly introduce myself" and "Steve Fife... retired as our President and CEO on April 30," said Interim CEO & Director Michael Beindorff, adding that Fife’s tenure was "absolutely transformational" and that the company’s portfolio includes "TrueScience Liquid Collagen, the MindBody GLP-1 system and our comprehensive gut activator, P84." "During the conference, the company announced the VIP bonus, our first ever 12-month volume growth incentive program for consultants," Interim CEO Beindorff said, calling it "a game changer" intended to reward volume growth while "designed to identify and elevate consultants" to strengthen leadership. "As we told you in February, we're making a significant investment in upgrading our e-commerce platform," Interim CEO Beindorff said. "The launch of Shopify, along with a totally revamped and upgraded back-office system will dramatically improve both our customers and our consultants' e-commerce experience," and "We plan to start launching Shopify later this year." "For the third quarter of fiscal 2026, we delivered net revenue of $43.7 million," CFO Carl Aure said, noting it was "down 25.2%" year over year and that the decline was "primarily driven by a decline in sales of our MindBody GLP-1 System, partially offset by sales of LoveBiome." "We recently made a couple of very important announcements," Interim CEO Beindorff said, including "a U.S. patent for our Healthy Glow Essentials Stack" and "the appointment of Terrence Moorehead as our next Chief Executive Officer" who "will join us in August" with "over 30 years of leadership experience" in direct selling. Outlook "We now expect to end fiscal 2026 with revenue, adjusted EBITDA and adjusted earnings per share close to the lower end of our previously issued guidance range," CFO Aure said, attributing the update to "the competitive dynamics in the ...

格隆汇5月7日｜花旗发表研报指，周大福发盈喜，预计2026财年净利润增长45%至55%，符合该行及市场共识预测。管理层将毛利率扩大归因于金价上升、零售业务与定价珠宝的销售组合改善，及谨慎成本管理带来的营运杠杆。目前该股估值对应远期市盈率预测12倍，股息率达7%，估值吸引。该行维持对周大福的“买入”评级，目标价16.7港元。

科技股狂欢 + 中东和平预期引爆亚太 受企业盈利和中东市场乐观情绪提振， 亚太市场继续反弹。 日经225指数逼近63000点 MSCI除日本以外的亚太股票指数上涨1%，再创历史新高。该指数本周迄今已上涨7%。 此前连续多日休市的日本股市今日出现明显补涨行情，日经225指数盘中拉升大涨超5%，暴涨超3400点，报62915.87点， 为首次突破62000点， 再创历史新高；年内累计涨幅扩大至超24%。 日本半导体股大涨，东京电子涨超8%，爱德万测试涨近8%，瑞萨电子涨超9%，罗姆半导体涨近7%，软银集团上涨超12%。 分析人士指出，日本股市假期后的大幅飙升创新高，反映了市场对科技企业强劲财报以及中东可能达成和平协议的乐观情绪；此外，自上周五的上一交易日以来，日元走强，这也提振了市场情绪。 市场猜测东京方面此前进行了多次干预以支撑日元汇率。 韩国KOSPI指数开盘一度涨近2%，盘中快速跳水，随后 震荡回升涨 至0.29%，年内累计涨超75%。 受访专家普遍认为，本轮韩国综指突破7000点的核心驱动力是AI芯片需求激增。 花旗集团将韩国Kospi指数目标位从7000点上调至8500点，反映出半导体行业盈利增长空间、财政刺激以及政府推动提升企业价值的举措。 台湾加权指数涨超2%盘中最高报42156.06点，再创历史新高，年内累计涨幅扩大至超45%，仅次于韩国综合指数，位居全球第二。 港股高开高走，恒生科技指数站上5100点，涨幅扩大至2.68%，恒指、国指均涨超1.4%；A股小幅上涨，沪指涨0.18%，深证成指涨0.1%。 伊朗称正审议美国和平方案 美伊局势方面，伊朗周三表示，正在审议美国提出的一项和平方案。 据消息人士称，该提案将正式结束战争，但美国关于伊朗暂停核计划和重新开放霍尔木兹海峡的关键要求仍未得到解决。 美国方面的表态则呈现出耐人寻味的波动。 美国总统特朗普于5月6日在白宫椭圆形办公室对记者释放了乐观信号，称过去二十四小时内双方进行了“非常良好的会谈”，并断言“他们（伊朗）希望达成协议，我们很有可能达成协议”。 然而，就在同一天早些时候，特朗普在其自创的“真相社交”平台上却发表了语气截然不同的言论，不仅威胁可能重启对伊朗的轰炸行动，还坦承伊朗同意美方最新提议的可能性仅仅是一种“大胆的假设”。 这种一日之内从悲观威胁转向乐观预期的戏剧性变化，反映出美方对伊朗态度的...

财联社5月7日讯（记者 彭科峰） 在零售信贷不良未有逆转信号之前，商业银行的个贷业务风险偏好将变得更加保守。 近日，财联社记者从多家银行了解到，尽管政策层面对于鼓励消费信号不断，但出于控制风险的考量，实操中零售信贷的把控仍在趋于审慎。有银行将部分核心省会级城市支行的个贷审批权限全面上收至分行，也有银行对个贷风控模型部分参数做了调整。 一家上市银行相关管理人士日前向财联社记者表示，当前零售业务的压力依然巨大，尽管一季度末的个贷规模仍是正增长，但该行在业务管理上进行了强化和协同，即便是一线城市也是如此。“目前，我行已经将一个重点省会级城市的个贷业务全部审批权限上收。” “我行目前还没有将单一城市个贷权限上收的操作。但对零售业务的风控和要求的确在加强。”另外一家上市城商行人士则表示，在发放个人信贷时，其所在银行对个人资质的要求比以往更加严格。同时，银行的个贷风控模型的部分参数也有适当调整。 “理论上，银行要想把消费贷等小额贷款放出去很容易。稍微在风控模型上松一松，在互联网渠道多做一些引流，马上就会有很多‘新信贷需求’冲进来。”还有上市银行人士表示，但现在这种情况已经不再发生。 系防风险需要，多家上市银行一季度零售信贷仍在下滑 财联社记者在采访中了解到，近来银行零售信贷的“收紧”，和“贷款重组”、“贷款包装”等行业乱象脱不开关系。 有国有大行人士表示，银行持续收紧零售信贷，主要还是出于防范风险的要求。从过往的经验来看，但凡经过贷款中介包装过的信贷审批，最后往往都给银行埋下不少雷。把贷款放给不符合条件的零售客户，后果不言而喻。因此，目前该行已经全面抵制贷款中介的参与，并对基层人员作出了相关严格要求。 新近披露的一季报数据显示，多家上市银行的零售贷款仍在下滑。其中，以“零售之王”著称的招商银行，今年该集团一季度的零售贷款为36,830.40亿元，较上年末减少371.51亿元，降幅1.00%。 “今年一季度，包括消费贷、信用卡等在内的个贷业务的确是收缩的，一季报数据不会全部发布，半年报会更明显。”有上市城商行人士向记者坦言，零售业务萎缩，最大的原因当然是信贷需求不足和过去几年零售信贷风险的持续累积，让银行不得不作出改变。当然，这并不意味着银行不再重视零售业务，而是在贷款投放时更加重视公积金、职业等背景，倾向于向优质客户多做投放。 这一趋势，从中国人民银行近期发布的一季度统计数据可...

格隆汇5月7日｜据拉脱维亚国家广播电视台，两架外国无人机从俄罗斯进入拉脱维亚境内并坠毁。

Getty Images Welcome to the April 2026 edition of Electric Vehicle [EV] company news. The past month saw a recovery month for global EV sales reported for March 2026. We also had the 2026 Beijing Auto Show - You can view a great 43 minute video here . Plugin electric car sales as of end March 2026 Global plugin electric car sales were ~1.7 million in March 2026, up 5% on March 2025 sales. Global plugin electric car market share in March was 26% and 20% YTD (for 2026). China plugin electric car sales were 882,000 in March 2026, down 18% YoY. Plugin electric car market share in China for March was 52% , and 45% YTD (for 2026). Europe plugin electric car sales were over 500,000 in March 2026, up 39% YoY, reaching 32% market share and 31% YTD (for 2026). In Q1 2026, Norway reached 98.6% market share and Sweden 64.9%. No Q1 data yet for Germany/France/UK. Note: Individual European countries market share is now updated quarterly by CleanTechnica. USA plugin electric car sales were 104,847 (as reported by Argonne National Laboratory) in March 2026, down 33.7% on March 2025 sales. Plugin electric car market share in USA for March was 7.47% . Australia plugin electric car sales market share was 14.6% for March 2026 (April jumped to 16.4% ). New Zealand plugin electric car sales market share was 26% for March 2026, doubling month on month. Car Yards Empty As EV Sales Surge in Australia EV sales double in April 2026 with Tesla Model Y leading the way Note: Globally, 100% battery electric cars represented 69% market share YTD of all plugin electric cars sold. The above sales include light commercial vehicles. Note: An acknowledgement to CleanTechnica for their work compiling most of the electric car sales data quoted above and in the article below. Top selling global plugin electric car groups YTD (as of end March 2026) ( source ) CleanTechnica Global EV sales forecasts in the years ahead BloombergNEF 2026 global plugin passenger EV sales forecast - 24.3 million sales and 12% Y...

騰訊控股(00700)出現大手買入3萬股，成交價$474.0，涉資1.422千萬 AASTOCKS.com

许家印家族与恒大的崩塌，是熵增定律在商业与社会领域最残酷的印证：任何封闭、失控、拒绝负熵输入的系统，终将走向无序与毁灭 熵增（Entropy Increase）是热力学第二定律的核心概念，指在孤立系统中，事物自发地从有序走向无序、从集中走向分散的不可逆过程。熵增是在一个孤立系统中，万物从有序变为无序、从规律变为混乱、从勃发变为衰退的自然规律。这个自然规律在社会现象中也一样适用。小到个人、家庭，大到企业、国家，一旦陷入家庭作坊式的封闭治理模式、拒绝引入GRC现代治理模式（G代表Governance治理，R代表Risk风险、C代表Compliance合规）、任由熵增（可以简单理解为“混乱加剧”），便会无可避免地从有序变为无序、从规律变为混乱、从勃发变为衰退，最终走向瓦解与崩溃。反之，家族、家族企业乃至家族办公室能够认识到封闭系统的耗散特性，在持续开放的基础上，引入GRC现代治理模式，才能延缓甚至逆转熵增；而若固步自封、权力失控、资源错配，熵增便会加速爆发，让曾经的辉煌帝国轰然倒塌。 推荐进入 财新数据库 ，可随时查阅宏观经济、股票债券、公司人物，财经数据尽在掌握。

企查查APP显示，近日，酒泉中蓄储能科技有限公司成立，法定代表人为杜珩，注册资本为2000万元，经营范围包含：电力设施器材制造；电力电子元器件制造；光伏设备及元器件制造；储能技术服务；人工智能应用软件开发等。企查查股权穿透显示，该公司由中天科技间接全资持股。（人民财讯）

格隆汇5月7日｜A股市场光通信概念股集体走强，其中，炬光科技20CM涨停，通鼎互联、特发信息10CM涨停，长芯博创、长飞光纤涨超7%，光迅科技、腾景科技、美利云涨超6%，太辰光、永鼎股份、仕佳光子涨超5%。消息面上，全球AI算力巨头英伟达宣布与光通信材料龙头康宁达成长期合作，并斥资5亿美元购入康宁认股权，这一事件强化了市场对高速光互连、共封装光学(CPO)等技术路线的长期看好预期，进而带动了A股相关板块的情绪。

格隆汇5月7日｜A股佰维存储成交额突破100亿元，现跌3%。

格隆汇5月7日｜港股航空股集体走强，其中，中国国航、中国东方航空涨超6%，中国南方航空涨5.5%，国泰航空涨3.5%，美兰空港涨2%。 消息上，受中东地缘冲突缓和的影响，周三国际油价盘中大跳水，WTI原油、布伦特原油价格一度跌超10%。据悉，燃油是航空公司最大的单项成本，通常占营业成本的30%-40%。 国泰海通最新研报指，2026Q1航司大额增利，反映供需已恢复良好。4月与五一假期延续票价升客流降，油价传导或好于担忧。地缘油价不改长逻辑，油价高位与淡季低谷提供逆向时机。(格隆汇)

格隆汇5月7日｜瑞银发表报告指，中国银河首季业绩符合预期，营运收入及经常性税后净利润为74亿与33亿元，同比分别增长16%及10%，符合市场预期，但表现落后于上市同业，Wind数据显示首季上市券商经常性税后净利润按年增长39%。分业务来看，经纪业务及利息收入同比改善，部分被投资银行、资产管理及自营投资业务下滑所抵销。该行指，由于2025财年业绩逊预期及2026年首季业绩符合预期，下调2026至2028年每股盈利预测6%至18%，并将目标价由11.6港元下调至9.4港元，评级“中性”。

Klaus Vedfelt/DigitalVision via Getty Images Investment Summary My previous investment thought on Knight-Swift Transportation Holdings ( KNX ) was a buy rating because I thought the demand setup had improved with capacity tightening and prices bottoming. After looking at the Q1 2026 results, I remain bullish. The reported quarter was weak in the headlines, but I think the more important point is that the setup has improved again. Pricing is no longer just bottoming. It is moving higher. KNX is also a better business going into this recovery, with improving TL utilization and a better LTL freight mix, which should position it to better capture demand as the market tightens. Q1 2026 Results Update KNX total revenue was up 1.4% y/y to $1.85 billion. Excluding truckload and LTL fuel surcharge, revenue was only up 0.3% y/y to $1.64 billion. By mix, truckload [TL] revenue excluding fuel surcharge and intersegment transactions was down 0.3% y/y to $1.05 billion; less-than-truckload [LTL] revenue excluding fuel surcharge was up 2.6% y/y to $313.1 million; logistics revenue excluding intersegment transactions was down ~10% y/y to $127.6 million; and intermodal revenue was up 2.7% y/y to $93.6 million. The headline numbers for profits were not pretty. GAAP EBIT saw $28.6 million, down 57.1% y/y, while adj. EBIT saw $49.8 million, down 42.5% y/y. On a consolidated basis, the operating ratio was 98.5%, and adj. operating ratio was 97%. By segment, TL adj. EBIT was $38.9 million with adj. operating ratio of 96.3%; LTL adj. EBIT saw $1.2 million with adj. operating ratio of 99.6%; logistics adj. EBIT saw $4.8 million with adj. operating ratio of 96.2%; and lastly, Intermodal reported an operating loss of $1.4 million, but its operating ratio improved 50 bps y/y to 101.5%. At the bottom line, adj. EPS was down to $0.09 vs. $0.28 last year. Pricing Has Moved Beyond “Bottoming” A few months ago, my bull case was based on the idea that spot rates had likely bottomed and excess capaci...

Astera Labs (ALAB) Q1 Net Margin Strength Tests High Multiple Narrative simplywall.st