【收评：创业板指震荡调整跌近1% 沪深两市连续三个交易日突破3万亿】财联社5月8日电，市场震荡调整，创业板指、深成指盘中均跌超1%，科创50指数跌超2%。黄白线分化明显，中小盘股表现较强。沪深两市成交额3.05万亿，连续三个交易日突破3万亿，较上一个交易日缩量954亿。盘面上，市场热点快速轮动，全市场超3600只个股上涨，连续三日超百股涨停。从板块来看，商业航天概念爆发，电科蓝天20CM涨停，航天发展、鲁信创投、航天长峰涨停。人形机器人概念集体走强，巨轮智能2连板，五洲新春、天奇股份、襄阳轴承封涨停。PCB概念反复走强，山东玻纤7天4板，宝鼎科技2连板，迅捷兴触及20CM涨停。光纤概念持续走强，杭电股份3连板，通鼎互联、新能泰山2连板。下跌方面，电池产业链震荡调整，湖南裕能、天华新能、天赐材料等纷纷下挫。截至收盘，沪指收绿，深成指跌0.5%，创业板指跌0.96%。

外交部发言人宣布：应国家副主席韩正邀请，文莱王储比拉将于5月11日至15日对中国进行正式访问。(外交部网站)

大型科技巨头创纪录的 7250 亿美元人工智能投资战略，开始透支美国头部企业的财务财力，致使其今年可结余现金流跌至过去十年最低水平。 据华尔街预测， 亚马逊 、字母表、 微软 和 Meta 这四家超大规模科技巨头合计自由现金流，预计在第三季度降至约 40 亿美元，远低于六年前新冠疫情以来平均每季度 450 亿美元的水平。 据数据分析机构 Visible Alpha 汇总的分析师预估数据显示，四大科技巨头全年自由现金流或将创下 2014 年以来最低水平，而 2014 年它们的营收规模仅约为如今的七分之一。 这一转变极具反差：这些企业原本是轻资产、高现金流的赚钱机器，如今却迅速转型，跻身全球实体基础设施最大投资方行列。 美国银行 互联网分析师贾斯汀・波斯特表示：“这是科技行业有史以来规模最大的一轮全行业资本开支周期，各家企业都将其视为千载难逢的机遇。” 自由现金流这一指标备受市场关注，用于衡量企业在覆盖运营成本和资本支出后，剩余可用于偿还债务或回馈股东的现金规模。 分析师预计，亚马逊今年支出的现金将超过自身现金营收；Meta 下半年将陷入现金消耗，微软也至少有一个季度出现现金净流出；字母表全年自由现金流虽仍为正值，但将跌至十余年来最低水平。 在人工智能热潮最初几年，这些科技巨头基本依靠自身营收支撑投资；如今它们不得不面临重资产行业常见的取舍难题：裁员、减少股东回报，或是举债来支撑基础设施扩建。 波斯特表示，这些企业启动本轮资本开支周期时资产负债表状况良好，因此在短期自由现金流承压阶段适度增加负债，面临的风险相对可控。 分析师预计，随着人工智能投入逐步转化为营收，这些企业明年的现金生成能力将有所回暖。 他补充道：“它们宁愿优先布局基建，也不愿把资金用于向股东派发短期资本回报。眼下各家都在全力追赶市场需求。” 责任编辑：江学思

格隆汇5月8日｜瑞士4月消费者信心指数-41.04，预期-45.5，前值由-42.9修正为-32.35。

Leadership in peril as party loses seats in heartlands and control of councils in Hartlepool, Tameside, Redditch and Tamworth Election 2026 live: latest news updates Full results from England, Scotland and Wales Hartlepool once nearly triggered Keir Starmer’s resignation – results overnight mean it may yet do so in the coming days. Five years ago, Labour crashed to a humiliating defeat in a byelection for the city’s Westminster seat, prompting Starmer to consider resigning as opposition leader. Continue reading...

格隆汇5月8日｜据央视，伊朗外长阿拉格齐在致联合国秘书长古特雷斯和安理会成员的信中谴责美国和巴林关于霍尔木兹海峡的决议草案，表示该草案未能解决霍尔木兹海峡当前局势的主要原因，是美国和以色列对伊朗的军事侵略和非法使用武力。阿拉格齐还表示，该草案的真正目的是歪曲事实，为美国过去和现在在波斯湾和霍尔木兹海峡针对伊朗的非法行动辩护。

ECB's Lagarde is sceptical of euro stablecoins Reuters

格隆汇5月8日｜国内商品期货多数收跌，多晶硅、纯苯、对二甲苯跌超4%，乙二醇、PTA、BR橡胶、LU燃油跌超3%。涨幅方面，集运欧线、沪银涨超3%，国际铜、沪铜、沪锡涨超1%。

Key PointsKeystone Financial Services initiated a new position in IDEF by acquiring 235,248 shares during Q1 2026, with an estimated transaction value of approximately $8.2 million.

当地时间5月8日，伊朗外长阿拉格齐在致联合国秘书长古特雷斯和安理会成员的信中谴责美国和巴林关于霍尔木兹海峡的决议草案，表示该草案未能解决霍尔木兹海峡当前局势的主要原因，是美国和以色列对伊朗的军事侵略和非法使用武力。阿拉格齐还表示，该草案的真正目的是歪曲事实，为美国过去和现在在波斯湾和霍尔木兹海峡针对伊朗的非法行动辩护。（央视新闻）

当地时间5月8日，俄罗斯国防部发布通报称，出于人道主义考虑，为庆祝卫国战争胜利81周年，自5月8日零时起，特别军事行动区内所有俄军部队已完全停止战斗行动，并留守此前占领的阵地和防线。通报称，尽管宣布了停火，乌克兰武装部队仍继续使用无人机和火炮对俄军阵地以及别尔哥罗德州和库尔斯克州边境地区的民用设施发动攻击。在此情况下，俄武装力量对停火违规行为作出对等回应，对乌军的火箭炮、火炮和迫击炮射击阵地实施还击，并打击了乌军指挥所和无人机发射点。（央视新闻）

外交部发言人宣布：应国家主席习近平邀请，塔吉克斯坦总统埃莫马利·拉赫蒙将于5月11日至14日对中国进行国事访问。(新华社)

Shares of Arista Networks (NYSE: ANET) charged sharply higher in April, gaining 40.7%, according to data supplied by S&P Global Market Intelligence . While the broader market recovery certainly helped to lift the stock, it was positive investor sentiment and the company's recently unveiled artificial intelligence (AI) product line that sent the network specialist to a new all-time high. Image source: The Motley Fool. Continue reading

Barrie Drewitt-Barlow and husband Scott are accused of sexual exploitation and rape.

ETF收盘涨跌不一，航空航天ETF（563380）领涨3.91%，航空航天ETF（159241）涨3.82%，航天ETF（159267）涨3.61%，半导体设备ETF（561980）领跌2.98%，巴西ETF（159100）跌2.95%，半导体ETF（159582）跌2.94%。

A股三大指数今日震荡调整，截至收盘，上证指数平收，深证成指跌0.5%，创业板指跌0.96%，北证50涨2.24%。全市场成交额30757亿元，较上日成交额缩量926亿元，全市场超3600只个股上涨。板块题材上，商业航天、港口航运、人形机器人、光纤概念、CPO、房地产、流感、工业母机、贵金属板块涨幅居前；能源金属、电池、氟化工概念、猪肉、风电设备、证券、煤炭开采加工、银行、减肥药概念股跌幅居前。盘面上，特斯拉Optimus V3年中量产倒计时，人形机器人概念股集体爆发，绿的谐波、华勤技术、三瑞智能等股创历史新高，大业股份3连板，巨轮智能2连板。商业航天迎催化密集窗口，相关板块震荡走高，电科蓝天20cm涨停，航天动力、航天发展、航天长峰等10余股封板。北京二手房市场延续近期热度，房地产板块持续走强，滨江集团领涨。此外，流感、光纤、贵金属等板块均有表现。另一方面，电池板块多数下挫，湖南裕能、天赐材料、天华新能领跌板块；上游锂矿板块同样表现不佳，天齐锂业、赣锋锂业纷纷下挫。

Shelby Van Pelt’s best-selling book is adapted into an easily digestible, sweet-natured afternoon watch Every now and then, a strange forgotten chapter of life during Covid will interrupt my thoughts. Remember when we used to fake happy hour merriment on the Houseparty app? Or when Anne Hathaway and Chiwetel Ejiofor made an unwatchably awful film about stealing diamonds from Harrods during lockdown? Or how about when people developed an unhealthy obsession with a Netflix documentary about a man with an unhealthy obsession with an octopus? The unavoidability of My Octopus Teacher led to everything from a creepy spike in people googling “did octopus teacher sex with octopus” (time-saver: he didn’t) to an unforgivably undeserved Oscar win for best documentary ( Collective , you were robbed) and then, while not a direct on-record inspiration, it at least paved the way for the success of Shelby Van Pelt’s best-selling novel Remarkably Bright Creatures in 2022. The book, which hinges on the bond between an elderly cleaner and a grumpy octopus, gave those still yearning for more octopus teaching a gentle summer read with no weird questions needing to be asked and now, inevitably, the adaptation lands on Netflix to be filed in the growing “inspiring octopus movie” section. Continue reading...

药品上市许可持有人应在药品流通中承担穿透式主体责任 医药代表借由学术推广实施商业贿赂行为，将迎来更严监管。与此同时，药企试图以“第三方外包公司员工违规”为借口而逃脱罚则，也有望成为过去式。 5月7日，国家药监局、公安部、国家卫健委、市场监管总局、国家医保局等7部门联合发布《医药代表管理办法》（下称《管理办法》），明晰医药代表的职业定位，即“代表持有人从事药品学术推广的专业人员”，以“具有医学、药学或相关专业大专及以上学历”为准入门槛，实施备案制管理，同时在学术推广中不得存在9种禁止性情形，严格防范商业贿赂行为。该《管理办法》将自今年8月1日起实施。 6年前，国家药监局发布《医药代表备案管理办法（试行）》（下称《办法（试行）》），并由此建立了中国医药代表备案制度。相较于试行文件，此次发布的《管理办法》同时强化了医药代表全链条管理要求，新增“药品上市许可持有人（MAH，下称‘持有人’）管理”“医药代表学术推广管理”章节，分别从持有人、医疗卫生机构两个方面夯实医药代表学术推广管理责任，其中持有人应在药品流通中承担穿透式主体责任。 面对持续从严的医药反腐态势，产业界对《管理办法》的落地有哪些合规关切？第一财经梳理了四大问题。 学术推广面临“九不得”，“统方”潜规则破局可期？ 据国家药监局最新统计，全国备案医药代表已达到约11.6万人。国家药监局认为，目前，少数医药代表超越学术交流职责，从事药品推销，甚至参与行贿。这些行为“严重扰乱公平竞争市场秩序，影响医药产业健康发展，助长医药行业不正之风和不良习气。” 为此，《管理办法》进一步厘清了医药代表的“职业定位”，同时为医药代表学术推广行为划出红线，提出9条禁止性行为。在受访业界人士看来，随着新规落地，医药代表行业有望逐渐“去销售化”，回归合规学术推广的本职，契合创新药械行业高质量发展需求。 学术推广中的9大禁止性行为包括：未经备案、登记从事药品学术推广活动；未经医疗卫生机构同意开展药品学术推广活动；承担药品销售任务，实施收款和处理购销票据等销售行为；参与统计或者委托医疗卫生机构工作人员等统计医生个人开具的药品处方数量等。 第一财经注意到，2020年12月，前述《办法（试行）》实施后，已将医药代表参与医生“统方”，承担销售任务等列为禁止性行为。 但近年来，部分医药代表根据医生药品处方量给予“回扣”的行为依然时有发生，多次见诸已公开...

Tempus AI ( TEM ) priced an upsized private offering of $400M in 0.00% convertible senior notes due 2032. The offering was upsized from the previous $350M plan. The initial purchasers have a 13-day period option to buy up to an additional $60M aggregate principal amount of notes. The sale of the notes to the initial purchasers is expected to close on May 12, 2026. Tempus ( TEM ) expects net proceeds of about $384.1M, which it plans to use primarily to repay $307.7M of outstanding loans, fund capped call transactions, and support general corporate purposes, including acquisitions and investments. The notes will mature on May 15, 2032, unless earlier converted, redeemed, or repurchased. More on Tempus AI Tempus AI, Inc. 2026 Q1 - Results - Earnings Call Presentation Tempus AI: Another Post-Earnings Dip Worth Buying Tempus AI, Inc. (TEM) Q1 2026 Earnings Call Transcript Tempus AI plans $350M convertible notes offering Tempus AI targets $1.59B-$1.6B revenue and about $65M adjusted EBITDA in 2026, backed by Merck collaboration

截至收盘，ETF两市成交额报4365.36亿元，分类型来看，股票型ETF成交额1619亿元，债券型ETF成交额1641.31亿元，货币型ETF成交额416.47亿元，商品型ETF成交额84.90亿元，QDII型ETF成交额424.49亿元。其中，成交额最高的非货币型ETF分别是中韩半导体ETF（513310）、中证500ETF（510500）、沪深300ETF（510300）、成交额分别为：114.74亿元、97.23亿元、61.21亿元

NVDA Stock Has Never Trailed SOXX This Badly In Years — Why CEO Jensen Huang's China Trip With Trump May Fix That Stocktwits

Oracle's OCI customers can leverage edgeCore™ data mesh and orchestration capabilities to integrate operational telemetry, workflows, analytics, and AI into real-time actionable intelligenceExpanded OCI compatibility complements existing Oracle Database, applications, and identity solutions, strengthening edgeTI's enterprise, industrial, and defense operational reach Reinforces edgeTI's commitment to support all infrastructure models and vendors from edge to cloudArlington, Virginia--(Newsfile..

The great Mexican director is in England to pick up a BFI fellowship – and buy a haunted house. He talks gods, ghosts, monsters and almost being destroyed by the Weinsteins When Guillermo del Toro goes to the cinema, he buys three seats. “I’m an expansive fellow,” he says, occupying one end of the sofa in the library of a London hotel. “Between the popcorn and my elbows and my girth, I need more than one seat. But I also like the feeling of being in company and yet alone. Everyone says how great the cinema is as a collective experience, and I agree. At the same time, I enjoy it the most when it’s not packed. I like being semi-alone.” Those vacant seats must come in handy, too, if there are any ghosts in the vicinity. Ghosts and Del Toro go way back. The multi-Oscar-winning director was 11 when he first sensed a spectral presence at his family home in Guadalajara, Mexico. He insists this was his late uncle, who, before his death, had promised the young horror buff that he would pop back and tip him off if there were anything on the other side. Del Toro later heard a persistent sighing in his dead uncle’s room – a detail that inspired Santi, the sighing ghost-boy in The Devil’s Backbone, his 2001 horror set during the Spanish civil war. Decades later, when Del Toro was in New Zealand scouting locations for The Hobbit (which he co-wrote), his hotel room was filled with the cacophonous uproar of a murder in full swing, audible in a kind of surround-sound. And though there was no ghost as such when he stayed in an early-19th-century hotel in Aberdeen while filming Frankenstein two years ago, he felt “an oppressive vibe” about which he duly live-tweeted to his two-million-plus followers. Currently, he is looking to buy a haunted house in the UK. Presumably via Frightmove. Continue reading...

Many of us struggle to not get sucked into the content machine, even if we simply say: ‘This doesn’t matter’ Last week a video did the rounds of Diego Simeone getting annoyed with Ben White for walking over an enormous Atlético Madrid crest-doormat placed literally in the middle of the tunnel entrance which Ben White had to walk into to get to the room Atlético Madrid had themselves selected for Ben White to get changed in. Then on Tuesday night, Diego Simeone walked over an enormous Arsenal crest-doormat situated in the middle of the tunnel at the Emirates Stadium to get to the room Arsenal had themselves selected for Diego Simeone and the rest of his Atlético Madrid side to get changed in. Continue reading...