格隆汇5月7日｜现货白银日内涨5%，现报81.21美元/盎司。

– Acuerdo con la FDA sobre el diseño del ensayo de Fase 3 de VCN-01 (zabilugene almadenorepvec) para el tratamiento del adenocarcinoma ductal pancreático metastásico (PDAC) –

Atul Dandekar, Chief Strategy and Business Officer of Maze Therapeutics (NASDAQ:MAZE) , reported the exercise and immediate sale of 7,500 shares of common stock for a transaction value of approximately $190,000 on April 29, 2026, as disclosed in this SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($25.37); post-transaction value based on April 29, 2026, market close ($25.68). 1-year price change calculated using April 29, 2026, as the reference date. Continue reading

2026年5月7日，港股市场再次被AI芯片半导体的热浪点燃。 截至收盘，恒生指数大涨1.57%，恒生科技指数更是强势飙升3.06%，成为引领市场走高的绝对核心引擎。 细分赛道上，AI芯片、先进制程、光芯片等细分领域全线飙涨，核心龙头们的表现更是夸张，壁仞科技大涨14.8%，澜起科技涨超11%，华虹半导体暴涨8.7%，智谱、快手、迅策、天数智芯等龙头涨幅均超4%。 01 两大重磅催化 今日港股芯片半导体的集体狂飙，背后离不开两大全球重磅利好的强力催化。 第一个重磅催化，来自美国芯片巨头AMD。 5月5日盘后，AMD交出了一份碾压市场所有预期的2026财年第一季度财报，再次引爆全球AI芯片板块的情绪。 数据显示：AMD一季度营收达102.5亿美元，同比大增38%，远超市场预期的98.9亿美元；净利润13.8亿美元，同比暴增95%。 更令人振奋的是，其数据中心业务营收同比增长57%至58亿美元，首次超越PC业务成为公司第一大收入来源。 更具冲击力的是， AMD大幅上调了业绩指引：预计Q2营收达112亿美元，同比增长46%；将服务器CPU市场年复合增长率上调至超35%，预计2030年市场规模突破1200亿美元。 这强势业绩指引，直接印证了AI芯片需求正在史诗级爆发的市场逻辑。 财报发布后，AMD股价在5月6日暴涨近19%，年内涨幅超90%，市值飙升至6870亿美元。 这份炸裂的业绩，也为港股AI芯片龙头也顺势借力上涨带来重磅催化。 紧随AMD之后，5月6日， 英伟达与光纤巨头康宁官宣了一场史诗级的深度合作，成为点燃板块情绪的另一枚重磅炸弹。 英伟达斥资5亿美元获取康宁至多1500万股认股权证，双方深度绑定、强强联手，计划在北卡罗来纳州、得克萨斯州新建3座工厂。 康宁更是立下豪言： 将美国光连接产能提升10倍、光纤产量提升50%以上，全力以赴满足AI数据中心对高速光纤、CPO（共封装光学）组件的爆发式需求。 黄仁勋直言不讳的表示： “CPO是AI产业扩建的必备核心技术。现代AI工作负载需要数千颗英伟达GPU，对高性能光组件的需求已经达到了前所未有的规模。” 受此重磅利好提振，康宁股价暴涨12%，创下近24年历史新高；而英伟达也涨超5%，市值重新站上5万亿美元大关。 这一合作的意义，远非简单的商业绑定。 它直接强化了“AI算力=芯片+光模块+高速连接”的全产业链逻辑，让光芯片、...

格隆汇5月7日｜中国信通院消息，为补齐产业交互安全短板，打通开源智能体生态信任壁垒，构建开放、规范、安全的产业发展环境，中国信息通信研究院(简称“中国信通院”)依托云计算开源产业联盟联合产业各方发起“智能体开源社区”。同时，针对当前智能体交互场景的各类行业痛点，中国信通院、中国电信集团有限公司、中国联合网络通信有限公司、中移九天人工智能科技(北京)有限公司、香港中文大学(深圳)、中兴通讯股份有限公司、腾讯科技(北京)有限公司、华为技术有限公司共同发起智能体可信握手协议(ATH)1.0。该协议聚焦多智能体跨主体、跨平台协同交互场景，搭建了专业、通用、标准化的智能体可信交互框架，精准覆盖AI智能体身份互验、访问权限管控、行为审计等核心场景，为全行业智能体交互场景提供技术标准与落地依据。智能体可信握手协议(ATH)1.0已正式在AtomGit、GitHub开源发布，诚邀行业伙伴共参共建、迭代与生态落地。

Earnings Call Insights: Green Thumb Industries (GTBIF) Q1 2026 Management View "Green Thumb started 2026 with a strong first quarter, building on the momentum we carried out of 2025." (Founder, Chairman & CEO Benjamin Kovler) "First quarter revenue was $300 million, up 7.5% from the prior year period" and "Normalized EBITDA was $93.5 million, or 31.2% of revenue." (CEO Kovler) "We ended the quarter with a record for Green Thumb of over $344 million in cash on the balance sheet" and "we spent about $80 million buying back about 13.4 million shares so far this year." (CEO Kovler) "On April 1, Green Thumb was conditionally awarded a license to operate in the state of Texas" and "while operations will still be a few years out, the license gives us a meaningful opportunity in the nation's second most populated state." (CEO Kovler) "In April, our Board authorized an additional $100 million for our share repurchase program, bringing the total authorization to $150 million" and "since initiating our share repurchase program at the end of 2023, we have repurchased approximately 29 million shares for roughly $200 million." (CEO Kovler) "Green Thumb is a significant shareholder of Rhythm Inc., which is a NASDAQ-listed company. We view Rhythm as a strategic asset." (CEO Kovler) "As medical represents approximately 50% of our business, we are encouraged by the recent movement in the rescheduling process, which moved medical cannabis from Schedule 1 to Schedule II of the Controlled Substances Act" and "we submitted last week" (applications to register with the DEA). (CEO Kovler) "Consistent with last year, we anticipate full-year CapEx to approximate $80 million, but that figure could shift depending on Virginia's adult-use legislation." (Chief Financial Officer Mathew Faulkner) Outlook "Looking forward, we expect second-quarter sequential revenue to be flat to down slightly due to the pricing environment." (CFO Faulkner) "Consistent with last year, we anticipate full-year CapEx ...

(RTTNews) - Geopolitical conditions might continue to influence investor sentiments on Thursday. In response to the U.S. proposal for ending the Middle East conflict, Iran might be sharing their response today.

London Waterloo services particularly hit after radio network fault prevented communication between drivers and signallers Trains in parts of southern England have been severely disrupted after a fault in a radio system. Services out of London Waterloo, one of the UK’s busiest rail stations, have been particularly delayed. Continue reading...

Codere Online Luxembourg press release ( CDRO ): Q1 Revenue of €60.3M. Spain revenue and net gaming revenue were €25.5 mm in Q1 2026, 16% above Q1 2025. Mexico revenue was €30.4 mm in Q1 2026, while net gaming revenue was €34.6 mm, 13% above Q1 2025. Adj. EBITDA reached €6.0 mm in Q1 2026, €4.2 mm above Q1 2025. Net income was €7.0 mm in Q1 2026 versus a net loss of €0.7 mm in Q1 2025. Total cash position of €56.2 mm and no financial debt as of March 31, 2026. Unchanged outlook for FY 2026: Net gaming revenue of €235-245 mm and Adj. EBITDA2 of €15-20 mm. More on Codere Online Luxembourg Codere Online Luxembourg, S.A. 2025 Q4 - Results - Earnings Call Presentation Codere Online Luxembourg, S.A. (CDRO) Q4 2025 Earnings Call Transcript Codere Online Luxembourg reports Q4 results Seeking Alpha’s Quant Rating on Codere Online Luxembourg Historical earnings data for Codere Online Luxembourg

Win McNamee/Getty Images News Carlyle Group ( CG ) was trading lower after first-quarter earnings fell short of analyst expectations as the asset manager's revenue was adversely impacted by an ~$617M investment loss. Shares were 3.50% down to $49.02 during pre-market trading on Thursday. Distributable earnings came in at $0.89 per share, down from $1.14 in the first quarter of 2025. The metric modestly falls short of the Visible Alpha consensus of $0.9. Revenue fell to $254.0M during Q1 from $973.1M in the same period a year ago. The average analyst estimate was $863M, well above the Q1 2026 figure. Q1 revenue declined dramatically, driven by a marginal year-over-year fall in fund management fees to $584.0M from $586.1M and an investment loss of $616.7M, compared to an income of $159.8M a year ago. Fee-related earnings fell to $300.0M from $310.6M, below the $307.3M consensus. The Washington, DC-based investment firm had assets under management of $475B at the end of the quarter, flat to the prior quarter. A 5% increase in Carlyle AlpInvest AUM was offset by a 3% decrease in Global Private Equity AUM and a 1% decrease in Global Credit AUM. Fee-earning AUM fell by 1% from the previous quarter to $333B. Earnings call is scheduled for 8:30 AM EDT today. More on Carlyle Carlyle Group: Private Credit Fears Create Opportunity (Upgrade) The Carlyle Group Inc. (CG) Shareholder/Analyst Call Transcript The Carlyle Group Inc. (CG) Shareholder/Analyst Call - Slideshow Carlyle Q1 2026 Earnings Preview East 72 Dynasty Trust exits Carlyle, Vivendi, and other holdings in Q1

Microsoft Corporation (NASDAQ:MSFT) is one of the 8 Best Cloud Computing Stocks To Buy In 2026. Microsoft Corporation (NASDAQ:MSFT) reported its third-quarter fiscal 2026 earnings on April 29. Earnings per share came in at $4.27, marking a 21% increase. Revenue from Azure and other Cloud Services grew 40%. The company reported a gross margin of […]

Microsoft’s (MSFT) Margins Face Temporary Headwind Yahoo Finance

格隆汇5月7日｜追觅CEO俞浩在社交平台发文称：中国真正理解汽车设计的，只有三个人，雷军、余承东和我。比如汽车发动机盖设计。燃油车时代，发动机布置在前舱，所以前舱、发动机盖越长汽车越贵。现在电动汽车不需要前舱，但雷总坚持发动机盖要长，因为这看起来有价值感，只有雷总理解了这个审美。我们的方向是，参考跑车发动机后置造型，同时实现四门四座，兼顾家庭日常使用，这个方向，是从十万份方案中磨出来的。

Alibaba Group Holding Limited (NYSE:BABA) is one of the 8 Best Cloud Computing Stocks To Buy In 2026. On April 16, Robin Zhu, an analyst at Bernstein, lowered the firm’s price target on Alibaba Group Holding Limited (NYSE:BABA) from $190 to $180 while maintaining a Buy rating. A day before the price target cut, Bloomberg […]

BlackRock TCP Capital press release ( TCPC ): Q1 Non-GAAP NI of $0.21 beats by $0.01 . Total investment income of $42.58M (-23.8% Y/Y) beats by $2.48M . More on BlackRock TCP Capital BlackRock TCP Capital Corp 2025 Q4 - Results - Earnings Call Presentation BlackRock TCP Capital Corp (TCPC) Q4 2025 Earnings Call Transcript BlackRock TCP: Q4 Earnings Are Likely To Disappoint BlackRock TCP Capital Q1 2026 Earnings Preview BlackRock wrote down a second private loan to zero

A 19-year-old is the third person to be arrested over an attempted arson attack at a synagogue in north London.

财联社5月7日讯（编辑 夏军雄） 高盛在最新研报中指出，随着人工智能（AI）行业从“聊天机器人时代”进入“智能体（Agent）时代”， 这一变化不仅意味着Token（词元）消耗的爆炸式增长，更可能推动整个AI产业链迎来利润率拐点。 据高盛分析师预测，到2030年，全球Token消耗量将较2026年增长24倍，达到每月约120 quadrillion（120千万亿）tokens。其中，企业级智能体将成为最大推动力。 Token消耗即将爆炸式增长 报告预计，到2030年，全球每天AI查询量将从2025年的约50亿次增长至230亿次。其中，大约30%的查询将由智能体完成。 具体而言，到2030年，消费级智能体每月将消耗约60千万亿tokens，企业级智能体每月将消耗约56千万亿tokens， 全球整体Token消耗较当前增长24倍 。 （高盛对Token消耗消耗量的预测） 高盛强调， 推动Token爆炸的并非聊天机器人，而是“持续在线（Always-on）”的智能体 。 传统聊天机器人属于“间歇式使用”，用户问一次，AI答一次，任务结束。 但智能体不同，它需要持续监控环境，并不断读取上下文。智能体会自动调用工具，反复验证结果，多轮循环执行任务。 因此，Token消耗量会出现数量级跃升。 据高盛测算，普通聊天机器人每次会话约消耗1000 tokens，嵌入式Copilot每天可能消耗5000 tokens以上，而持续在线的智能体每天Token消耗可能超过10万。 企业级智能体是主要驱动力 尽管消费级智能体更容易被普通用户感知，但高盛认为，真正决定AI产业规模的，最终还是企业市场。 企业智能体的Token密度远高于消费端 ，且推理需求远高于普通消费者聊天。 企业级应用正从简单的摘要编写转向复杂的工作流替代。随着智能体渗入编程、法律研究、供应链管理等领域，Token消耗将从“人机互动”转变为“机机互动”，后者没有疲劳感，且消耗速度远超人类输入。 高盛预计， 到2040年，企业智能体将推动全球Token消耗达到当前的55倍 。 高盛还指出，企业级智能体目前仍处于非常早期阶段，真正大规模部署的不到25%，目前主要集中在客服、IT运维、销售支持以及内部知识库等领域，且大多还是“Copilot辅助”，而非完全自主Agent。 高盛重点研究了企业部署智能体后的经济回报（ROI），报告发现...

格隆汇5月7日｜顺钠股份(000533.SZ)公告称，公司第一大股东、控股股东蕙富博衍所持公司1.2亿股股份(占其所持股份100%，占公司总股本17.37%)将被浙江省杭州市余杭区人民法院于2026年6月16日至17日进行司法拍卖。本次拍卖可能导致公司控股股东、实际控制人发生变更，但预计不会对公司正常经营活动产生重大影响。

2022年，君乐宝副总裁仲岩高调公开了两个目标，在2025年，一是要上市，二是要500亿营收。 截至目前，两个目标均未实现。 拆分来看，上市梦先是A股折戟，目前港股上市尚未落地。 而500亿营收，则差的更远，招股书披露，2025 年前三季度营收151.34 亿元，按此速度，全年营收约200亿，与500亿元目标仍有明显距离。 实际上，目标能否实现，并不完全决定一家企业的成败。 真正重要的是，为了实现目标，企业选择了怎样的路径。 君乐宝选择了激进扩张路线，2021年-2023年间，公司连续并购多家企业，仅2023年便完成6笔核心收购。公开资料显示，在近年国内乳企中，君乐宝的扩张力度几乎位居前列。 不过，激进扩张之后，君乐宝现状已难言乐观。 君乐宝的来时路 对于年长的人来说，君乐宝也许并不熟悉，但三鹿集团，几乎无人不知。 某种程度上，君乐宝最早就是从三鹿体系里“长出来”的。 1995年，魏立华在石家庄创立君乐宝，主营酸奶。5年后，三鹿入股，君乐宝借助其渠道快速扩张。 2008年，三鹿事件爆发。 尽管君乐宝并未涉及奶粉业务，仍不可避免地被卷入风暴，一度停产13天，并出现亏损。这场危机之后，君乐宝开始逐步“去三鹿化”。 2009年，公司重新启用君乐宝品牌；随后，蒙牛入股，帮助其完成第二轮全国化扩张。 直到2019年，君乐宝回购蒙牛股份，重新回到创始人主导的发展阶段。 也是从这里开始，它真正走上了一条更为激进的扩张道路。 红杉、高瓴、平安等资本先后进入。2021年至2023年间，君乐宝连续发起大规模并购，仅2023年便完成6笔核心收购。与此同时，公司启动上市辅导，试图进一步进入资本市场。 表面看，这是一次高速扩张；但更深层看，它其实是几股力量共同推动下的结果。 一方面，资本进入之后，企业就很难再停留在“稳健经营”的逻辑里。对于投资机构而言，稳定赚钱并不是终点，更重要的是规模增长、市场份额以及最终的上市退出。君乐宝必须不断做大，才能承接资本预期。 另一方面，乳业本身也是一个很难“慢下来”的行业。渠道、冷链、终端陈列高度绑定，头部效应极强。一旦停留在区域市场，很容易被伊利、蒙牛这样的巨头通过渠道和价格体系持续压缩空间。尤其低温奶业务窗口期极短，慢一步，可能就意味着失去全国化卡位机会。 而最后，还有魏立华个人的意志。 相比做一家区域性、稳定盈利的乳企，魏立华显然更想把君乐宝推向更大的...

Rackspace Technology press release ( RXT ): Q1 Non-GAAP EPS of -$0.06. Revenue of $678M (+2.0% Y/Y). Revenue of $678 million in the First Quarter, up 2% Year-over-Year Private Cloud Revenue was $235 million, down 6% Year-over-Year Public Cloud Revenue was $443 million, up 7% Year-over-Year First Quarter 2026 Cash Flow From Operating Activities was $5 million; Cash Flow From Operating Activities was $144 million on a Trailing-Twelve-Month Basis Rackspace Technology ( RXT ) and AMD sign Memorandum of Understanding to establish a new category of governed Enterprise AI Infrastructure FY 2026 Guidance Total Revenue $2,600 - $2,700 million Private Cloud Revenue $1,025 - $1,075 million Public Cloud Revenue $1,575 - $1,625 million Non-GAAP Operating Profit $160 - $170 million Adjusted EBITDA $305 - $315 million Non-GAAP Loss Per Share ($0.15) - ($0.20) Non-GAAP Other Income (Expense) ($220) – ($230) million Non-GAAP Tax Expense Rate 26% Non-GAAP Weighted Average Shares 250 - 260 million Click to enlarge Revenue consensus at $2.64B; EPS consensus at -$0.09 More on Rackspace Technology Rackspace Technology: Right Strategy, Uncertain Execution Rackspace Technology, Inc. 2025 Q4 - Results - Earnings Call Presentation Rackspace Technology, Inc. (RXT) Q4 2025 Earnings Call Prepared Remarks Transcript Rackspace Technology Q1 2026 Earnings Preview Tripadvisor reaches deal with Starboard, adds two directors, and plans two more

PRLD S-8及美國證券交易委員會申報文件 Yahoo 財經