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美国国务卿卢比奥表示，伊朗“应该”会在今天对美国提出的结束战争方案作出回应。 卢比奥是在意大利向记者发表上述讲话的。 责任编辑：江学思

Futures Rebound, Trade At All Time Highs On, What Else: Tech And Iran Optimism US equity futures are higher and just shy of a new record, with technology names leading futures higher ahead of April jobs report, after Trump’s assertion that the Iran ceasefire is still holding despite an exchange of weapons between the US and Iran overnight, and a deep weekly loss for oil help futures regain positive momentum. Markets are higher ahead of NFP data later this morning following yesterday’s very ‘unwindy’ session ( High Beta Momo -7.96%, Software vs Semis +5.83%, Power -3.44%, HF VIP Longs -1.36%). As of 8:00am ET, S&P futures rise 0.5% and are back over 7,400 while Nasdaq futures gain 0.7%. Pre-market, Mag 7 are all higher led by NVDA +0.9% and TSLA +0.9%.Sentiment reversed from Thursday's drop after Trump last night said the recent US strikes on Iranian military facility does not affect the ceasefire status. This morning there are reports that Iran seized an oil tanker for violations (one which was carrying Iranian oil). The Ocean Koi tanker attempted to “disrupt oil exports and the interests of the Iranian nation.” (Tasnim) Trump’s 10% global tariff under the Section 122 was found unlawful by the US Court of International Trade, but the outcome was mostly irrelevant . A busy night with AI headlines: (i) NVDA and IREN announce strategic partnership on AI infra; (ii) CoreWeave fell on weak revenue guidance and higher spending forecast; (iii) SK Hynix reported that they have received offers to invest in chip production lines. (iv) TSMC posted 17.5% growth in April sales, slowest in six months. Oil (WTI Crude) is unchanged at $94.80; bond yields are 1-3bp lower the 10Y yield at 4.38%; The dollar headed for a second straight week of losses. precious metals erased earlier gains with ags all higher. Today's economic data slate includes April jobs report (8:30am), May preliminary University of Michigan sentiment and March wholesale trade sales (10am). In premarket trading, all...

Tredegar press release ( TG ): Q1 GAAP EPS of $0.17. Revenue of $159.4M. More on Tredegar Tredegar: The Tariff Isn't Helping Financial information for Tredegar

Thanaphum Tachakanjanapong This week's dividend activity included increased payouts from Diamondback Energy ( FANG ) and PepsiCo ( PEP ) as well as declarations from companies such as Eli Lilly ( LLY ) and Nike ( NKE ). Additionally, looking towards next week, industry players such as Apple ( AAPL ) and Visa ( V ) will see the ex-dividend dates for their upcoming dividend payments. See a breakdown below of some of the highlights of this week, along with some upcoming activity on the dividend front. Dividend Increases Here are some companies that have announced a dividend increase in the past week: Diamondback Energy ( FANG ) Dividend declared: May 4 New dividend amount: $1.10 Previous amount: $1.0476 Increase: 5% PepsiCo ( PEP ) Dividend declared: May 6 New dividend amount: $1.48 Previous amount: $1.4225 Increase: 4% Shell ( SHEL ) Dividend declared: May 7 New dividend amount: $0.7812 Previous amount: $0.7440 Increase: 5% Dividend Declarations Here are some companies that have announced a dividend in the past week: Eli Lilly ( LLY ) Dividend declared: May 4 Dividend amount: $1.73 Nike ( NKE ) Dividend declared: May 4 Dividend amount: $0.41 UPS ( UPS ) Dividend declared: May 6 Dividend amount: $1.64 Alcoa ( AA ) Dividend declared: May 7 Dividend amount: $0.10 Upcoming Dividend Calendar Here are some companies that have an ex-dividend date coming next week: Apple ( AAPL ) Ex-dividend date: May 11 Payout date: May 14 Visa ( V ) Ex-dividend date: May 12 Payout date: June 1 Target ( TGT ) Ex-dividend date: May 13 Payout date: June 1 Delta Air Lines ( DAL ) Ex-dividend date: May 14 Payout date: May 28 Additional Dividend Information For investors looking to gain further access to the dividend space, listed below are some popular dividend-focused ETFs that can be further analyzed: Dividend ETFs: ( VIG ), ( SCHD ), ( VYM ), ( DGRO ), ( SDY ), ( DVY ), ( IDV ), ( DGRW ), ( NOBL ), ( HDV ), ( RDVY ), ( VIGI ), and ( SDVY ). More on markets Trump gives the EU a July 4 deadline...

格隆汇5月8日｜据CME“美联储观察”：美联储到6月维持利率不变的概率为96.9%，累计降息25个基点的概率为3.1%。美联储到7月维持利率不变的概率为90.7%，累计降息25个基点的概率为9.1%，累计降息50个基点的概率为0.2%。

The primary signal within CoreWeave’s (CRWV) Q1 2026 results is the transition of the company from a high-growth AI darling into a massive, capital-intensive infrastructure utility. While a $99.4 billion revenue backlog provides long-term visibility, the widening gap between contracted demand and operational delivery suggests a shift in the investment narrative from growth potential to industrial execution.

格隆汇5月8日｜浙江永强公告，公司实控人之一、董事长谢建勇因个人资金需要，计划以集中竞价方式或大宗交易方式，减持公司股份合计不超过3365.17万股(占公司总股本的1.55%)。

The US and Iran clashed overnight near the Strait of Hormuz and the Iranian army seized an oil tanker carrying a cargo of the Islamic Republic’s oil. Iran’s Ministry of Foreign Affairs released a statement Friday saying US action is accompanied by contradictory statements and misleading propaganda by senior officials. Tyler Kendall reports on Bloomberg Television. (Source: Bloomberg)

格隆汇5月8日｜Tickmill Group的Patrick Munnelly在一份报告中表示，如果执政的工党在地方选举中遭遇惨败，英国国债投资者可能会反映财政和政治风险溢价预期。“如果最终结果强化了政府正在被削弱的看法，那么在已经很困难的基本面之上，英国国债可能不得不反映一个更不稳定的财政和政治环境预期。“尽管早期结果显示工党表现不佳，但在基尔·斯塔默表示他将继续担任首相后，英国国债收益率下跌。Tradeweb数据显示，10年期英国国债收益率下跌2.2个基点，最新报4.898%。

Earnings Call Insights: Grindr (GRND) Q1 2026 Management View CEO George Arison framed the quarter around profitability and growth, saying, "We delivered exceptional results in Q1 2026. Revenue grew 38% year-over-year with a net income margin of 21% and adjusted EBITDA margin of 45%." Arison raised full-year targets and tied them to product execution, stating, "Given our Q1 performance and what we can see today, we are raising our full year outlook and now expect at least $535 million in revenue and at least $227 million in adjusted EBITDA for 2026." He added that 2026 focus areas include "Right Now, Maps, Health Center, significant rearchitecture and broader deployment of gAI." On premium strategy, Arison positioned Edge as the next step-change, saying, "We’re also driving towards the global rollout of Edge, our new premium tier," and added, "we expect that Edge will command a significant premium to our current subscription offerings and anticipate that it should be our largest driver of revenue growth in 2027." On brand/partnerships, Arison highlighted a new activation: "Our recent Madonna partnership is a strong example of that strategy in action." He also said the company is "taking steps to improve the free experience meaningfully, including reducing certain ad triggers, expanding rewards-based advertising and rearchitecting the front end of our iOS and Android apps." CFO John North detailed the quarter’s drivers: "Revenue grew 38% to $130 million" and "Adjusted EBITDA was $58 million or a margin of 45%." North attributed performance to "strength in core app revenue, including our pricing changes, but also better conversion and retention as well as ads," adding, "App-based revenue grew 33% year-over-year and ad revenue was up 68%." North emphasized capital return, saying, "we retired 8.3 million shares of our common stock in the first quarter," and added, "We have $350 million remaining in our current buyback authorization." Outlook Management increased 2026 gu...

Earnings Call Insights: Amtech Systems (ASYS) Q2 2026 Management view CEO Robert Daigle said, "Revenue for the quarter was $20.5 million," adding that it was "up over 30% from the same quarter last year and up 8% sequentially," and that "Gross margin approached 48% in the second quarter, up from 45% in the first quarter." Daigle also tied profitability to mix and execution: "While reported revenues were at the high end of our guidance range, our adjusted EBITDA margin was a significant beat." CEO Daigle emphasized AI packaging/assembly as the core driver: "AI-related sales accounted for over 30% of our Thermal Processing Solutions segment revenue in the second quarter and bookings were very strong," and "Based on bookings and quoting activity, we expect the percentage of revenue from AI applications in our Thermal Processing Solutions segment to exceed 40% in the third quarter." He attributed demand strength to differentiated performance, citing "TrueFlat technology and market-leading temperature uniformity." CEO Daigle highlighted pipeline expansion and product cadence: "We are also seeing increased quoting activity and bookings for panel-level packaging," and "We plan to launch the first product for higher-density packaging at the SEMICON trade show in Taiwan in early September," adding, "We believe the capabilities provided by our next-generation equipment will significantly increase our addressable market and help drive growth beyond 2026." CEO Daigle detailed operational changes and capacity: "The operating leverage and working capital efficiency across the company resulting from our product line rationalization efforts and a migration to a semi-fabless manufacturing model" were cited as drivers, and he said the consolidation "from 7 facilities to 4" should allow scaling "with minimal capital expenditures" and that the company ended the quarter "producing 9 reflow systems per week." CEO Daigle announced leadership changes: "Tom Sabol has been appointed as CFO a...

Earnings Call Insights: Cherry Hill Mortgage Investment Corporation (CHMI) Q1 2026 Management View "The impact to markets from geopolitical events globally drove performance for the first quarter of this year" (President, CEO & Director Jeffrey Lown), adding that "a few days later, we were at war with Iran" and that "mortgage spreads promptly widened and the yield curve flattened" (President, CEO & Director Lown). "We acted quickly and we believe appropriately to protect the company by focusing on the risks that were within our control" (President, CEO & Director Lown), and said Cherry Hill "managed our interest rate exposure in March well" and "performed well in the quarter on a relative basis" (President, CEO & Director Lown). "Subsequent to quarter end, markets have responded favorably to a potential end to the conflict" (President, CEO & Director Lown), while warning that "markets will likely remain turbulent until the geopolitical situation has fully settled" (President, CEO & Director Lown). "GAAP net loss applicable to common stockholders for the first quarter was $2 million or $0.05 per weighted average diluted share" (CFO & Treasurer Apeksha Patel) and "our earnings available for distribution or EAD attributable to common stockholders were $5.3 million or $0.14 per share" (CFO & Treasurer Patel). "Our strategic partnership and investment with Real Genius... continues to progress in line with our expectations" (President, CEO & Director Lown). Outlook "As we move through the year, we expect the market will remain volatile for at least the near term until there is stability in the Middle East" (President, CEO & Director Lown). "Currently, mortgages from a spread and yield perspective are attractive here" (Chief Investment Officer Julian Evans) and "a very simple return on a levered basis" was described as "about 15% to... mid-teens to high teens in terms of returns for RMBS" and "on the MSR anywhere between 10% to maybe 12% on a levered basis" (Chief Investme...

Earnings Call Insights: Xometry (XMTR) Q1 2026 Management View "Our accelerating growth and record Q1 results demonstrate the success of our AI-native marketplace" and "Q1 was a record quarter for Xometry across many fronts, including revenue, gross profit and adjusted EBITDA," said (Co-Founder, CEO & Director Randolph Altschuler). "Today, we announced a strategic partnership with Siemens... embedding Xometry's AI capabilities natively into Siemens Xcelerator and investing $50 million in Xometry Class A common stock," said (CEO Altschuler), adding that the integration is intended to put "manufacturability, pricing and sourcing intelligence" into Siemens users’ workflows. "The strong Q1 results we are reporting today are direct evidence that the product-led strategy formulated last year is working" and "As I prepare to take on the CEO role in July, I'm very excited about the trajectory ahead," said (President Sanjeev Sahni). "Q1 revenue grew 36% year-over-year to $205 million" and "Q1 adjusted EBITDA was $10.5 million," said (CFO & Principal Accounting Officer James Miln), emphasizing that the quarter reflected "continued scaling and increasing efficiency of our marketplace." Outlook "For the second quarter, we expect revenue in the range of $214 million to $216 million" and "we expect adjusted EBITDA of $11 million to $12 million," said (CFO Miln). "For the full year 2026, we are raising our revenue growth outlook to at least 27% to 28% from 21%," said (CFO Miln), and added: "For the full year 2026, we expect incremental adjusted EBITDA margins of at least 20%." Management said the Siemens partnership was not included in guidance: "Our guide doesn't include anything about Siemens at all... that is not baked into our numbers," said (CEO Altschuler). Financial Results "Q1 Marketplace revenue was $191 million and services revenue was $13.8 million," said (CFO Miln), while noting "services revenue was roughly flat quarter-over-quarter as we stabilize the core advertisin...

lavendertime/iStock Editorial via Getty Images Summary I published a report on Wynn Resorts on April 24 with a Hold rating. The main thesis was that competition is increasing in Macau, leading to lack of margin upside; Macau gross gaming revenues are decelerating; and Wynn Al Marjan Island may not lead to significant EBITDAR growth for the company as a whole. This note provides an update to the topics above, as the company reported 1Q26 earnings recently on May 7. 1Q26 EBITDAR results and management commentary, along with the state of the Macau gaming market, have all evolved as I had expected. In this note, I also provide commentary on Wynn's new Macau hotel that is being proposed, whose earnings contribution may be limited. Wynn's 1Q26 results were solid as the company showed top-line and adjusted property EBITDAR growth in its main markets of Las Vegas and Macau. However, margins continue to have lackluster upside given an increasingly competitive gaming market in Macau, which results in excessive player rebates/commissions. Wynn's stock price is not likely to see a sustainable rebound until margins improve consistently. I maintain a HOLD rating. Premier global gaming operator Wynn Resorts ( WYNN ) has two integrated resorts in Macau (Wynn Palace and Wynn Macau), two in Las Vegas (Wynn Las Vegas and Encore), and one in Boston (Encore Boston Harbor). Wynn is building an integrated resort in the UAE (Wynn Al Marjan Island) slated to open in 2027. Wynn's gaming properties are aimed at the higher-spending premium player, and as a percentage of adjusted property EBITDAR in 1Q26, Wynn's USA operations comprised 50% of the group's total compared to 53% of the total in 1Q25. Las Vegas properties combined are 82% of US adjusted property EBITDAR for Wynn Resorts. 1Q26 review: lack of margin upside Gaming metrics remain healthy across the main gaming geographies of Las Vegas and Macau, with a slight dip in Boston in terms of adjusted property EBITDAR, which in total grew by...

Vespa maker Piaggio's profit drops nearly 40% in first quarter Reuters

财联社5月8日讯（记者 李洁 实习生 冯子熹） 房地产 市场筑底企稳过程中，房企4月销售出现回暖势头强劲的迹象。 据 国泰海通 数据，4月近四成百强房企单月销售实现正增长，前50强房企中有19家单月操盘金额同比正增长，其中，中建东孚、邦泰集团增速分别高达168.9%、107.7%。 4月单月销售榜单中，华润置地以246亿元的销售额登顶， 保利发展 239亿元紧随其后，绿城中国、 招商蛇口 、中国海外发展单月销售额均超160亿元。 “前段时间，部分重点城市出台放松限购、购房补贴、提高公积金额度等政策，二手房市场活跃度明显提升，逐渐传导到新房市场。”中指研究院研究主管王琳表示。 累计来看，中指研究院数据显示，1-4月，TOP100房企销售总额达9004.5亿元，同比降幅较1-3月缩小3.8个百分点，已连续两个月缩窄。 伴随市场调整，房企规模梯队也出现收缩。1-4月，百亿房企仅20家，较去年同期减少5家；五十亿房企34家，同比减少18家。 “百亿企业数量较少意味着房地产单纯追求做大规模的时代已终结，行业竞争逻辑正转向产品力、服务力和财务稳健性。”一位房地产行业分析师认为。 从增长动能来看，部分龙头央 国企 表现突出。光大 证券 数据显示，前四个月，20家主流房企中有7家全口径销售同比为正。其中，中国金茂以23.4%的全口径及权益销售同比增速领跑，中海地产、招商蛇口分别以13.8%、10.7%的全口径增速紧随其后。 而头部阵营格局稳固，央国企持续领跑。前五强席位被保利发展、中海地产、华润置地、招商蛇口、绿城中国牢牢占据，销售额分别为777亿元、757亿元、700亿元、551亿元、549亿元。 王琳指出，头部房企业绩亮眼源于两大核心优势：一是2025年积极拿地，当前货源集中入市，保障销售可持续性；二是拿地高度聚焦北上广深及强二线城市，精准对接核心区回暖需求，去年“备货”红利在今年集中兑现。 土地市场同样呈现出“核心城市火热、整体谨慎”的分化特征。 据中指院统计，1-4月，TOP100房企拿地总额1923.1亿元，同比下降46.7%。4月， 北京 、 上海 、深圳、 杭州 等核心城市土拍热度回升，多宗地块拍出高溢价，核心土地价值持续凸显。 从拿地企业结构看，央国企仍是绝对主力。越秀地产、华润置地、保利发展、中国金茂、招商蛇口、中海地产、建发 房产 等大型央国企拿地金额位居前列。...

ALX Oncology press release ( ALXO ): Q1 GAAP EPS of -$0.17 beats by $0.02 . Cash, Cash Equivalents and Investments: Cash, cash equivalents and investments as of March 31, 2026, were $169.1 million. The Company believes its cash, cash equivalents and investments are sufficient to fund planned operations through the first half of 2028. More on ALX Oncology ALX Oncology: Evorpacept For ASPEN-09 Presses On With 2 Key Milestones ALX Oncology Holdings Inc. (ALXO) Q4 2025 Earnings Call Transcript ALX Oncology outlines pivotal trial readiness by end of 2026 with expanded ASPEN-09 study and $150M financing Seeking Alpha’s Quant Rating on ALX Oncology Historical earnings data for ALX Oncology

提醒：北京时间20:30，将公布美国4月非农就业报告（含就业人口、失业率、平均每小时工资），加拿大4月就业人数、失业率等。

The AI company could surpass rival OpenAI in valuation if the raise goes through, according to the Financial Times

格隆汇5月8日｜欢瑞世纪公告，公司股东青宥仟和于2026年2月10日-5月8日期间，通过证券交易所的集中交易卖出公司股份6,235,921股，大宗交易卖出公司股份700万股，合计股份13,235,921股，占公司总股本的比例为1.3493%。本次卖出股份后，青宥仟和剩余持有公司股份数970万股，占公司总股本的比例为0.9888%。青宥仟和及其一致行动人北京弘道晋商投资中心（有限合伙）、深圳弘道天瑞投资有限责任公司、弘道天华（天津）资产管理合伙企业（有限合伙）合计持股58,842,346股，占公司总股本的比例为5.9983%。

真正打破刻板印象，应当是对母亲形象的丰富与尊重，而不是用猎奇和争议性表述制造新的冒犯。 5月8日，OPPO一则母亲节营销文案引发争议。文案中写道：“我妈有两个‘老公’，一个是我爸，另一个一年见两回。跟我爸约会基本不打扮，见另一个，她恨不得穿婚纱。”这则被OPPO称为“打破刻板印象”的文案，最终因价值观争议迅速下架，随后该公司公开致歉。 从创作初衷看，OPPO想跳出母亲节的传统叙事，展现母亲也可以有追星等个人爱好，这个出发点本身不难理解。但问题在于，文案中用“老公”来比喻追星对象，并以孩子的视角，将婚姻关系与粉丝情感进行类比，触碰了大众对于家庭伦理的敏感神经。 这场“翻车”背后，有网友为OPPO辩护，称这只是“玩梗”，但从舆论反应看，大量用户明确表达了不适感。一个梗是否“玩得转”，不取决于品牌自认为的“幽默感”，而取决于受众的真实接受度。婚姻忠诚、家庭关系是大多数人心中的严肃命题，把追星对象戏称为“老公”，在母亲节这个强调亲情和感恩的语境下，显得格外突兀。 OPPO在道歉声明中称，公司希望呈现“更多元、更立体的当代母亲形象”，比如热爱马拉松、沉浸文字创作、拥有追星爱好。这些想法本身没有问题，但执行方式却走了样。文案没有选择“母亲可以追星”这样平实的表达，而是用极具戏剧冲突感的比喻来博眼球。真正打破刻板印象，应当是对母亲形象的丰富与尊重，而不是用猎奇和争议性表述制造新的冒犯。 节日营销的敏感性也不容忽视。母亲节这类情感属性极强的节点，用户对内容的敏感度远高于平日。品牌如果只是为了刷存在感、制造传播爆点，而忽略了与用户真实情感的共鸣，很容易适得其反。 在致歉后，OPPO第一时间下架了相关物料，并表示将全面审查内容审核机制，但这次的问题不在于某一条文案的审核疏漏，而在于品牌对内容“边界感”的整体把握能力。 对于OPPO以及所有正在尝试“破圈”营销的品牌来说，这次事件是一个提醒。在社交媒体时代，品牌营销越来越追求“出圈”“刷屏”，但“出圈”不能以挑战公序良俗为代价。

Soybean oil from Argentina, the world’s biggest exporter, is trading at the cheapest in at least a decade relative to rival supplies out of the US, as the harvest on the Pampas crop belt hits full stride and after Washington increased biofuel blending mandates. The discount paid for Argentine soyoil fell to about 24 cents per pound below global benchmark futures on the Chicago Board of Trade this week, according to Commodity3 data . That’s the lowest level in a series going back to 2016. The gap on Friday was slightly narrower at 23.6 cents. Read More: How the Hormuz Crisis Is Driving a Biofuels Boom: Explainer Argentine farmers are collecting a bumper soybean crop forecast to be 48.6 million metric tons, according to the Buenos Aires Grain Exchange, which said in a Thursday report that yields in the country’s prime growing region are above historical averages. Processors who turn the beans into oil and feed meal to ship abroad usually snap up supplies and ramp up production at this time of year. The big discount also comes as prices for US soyoil climb after the Trump administration in March implemented bigger biofuel blending requirements that’ll boost demand for soyoil and corn ethanol. Soyoil futures have gained more than 50% this year. Read More: ADM Sees Biofuels Policy, Renewed China Trade Boosting Profits

These companies pay some of the world's most bankable dividends.

Key PointsJohnson & Johnson has increased its dividend for 64 consecutive years.

财联社5月8日讯，证监会5月8日宣布，严肃查处清越科技、元道 通信 2起财务造假案件。证监会信息显示，近日证监会对这2起财务造假案件作出了行政处罚事先告知。 证监会严肃查处 元道通信 财务造假案件 近日，证监会对元道通信股份有限公司（简称元道通信）财务造假案件作出行政处罚事先告知。经查，元道通信2019年至2022年虚增收入，涉嫌欺诈发行、定期报告信息披露违法违规等。证监会拟对上市公司罚款23,884万元，对3名责任人员合计罚款1,800万元并对相关人员采取5年 证券 市场禁入措施。元道通信涉嫌触及重大违法强制退市情形，深交所将依法启动退市程序。 证监会已冻结元道通信募集资金相关账户，目前正在对中介机构执业情况开展调查。对于可能涉及的犯罪线索，证监会将坚持应移尽移工作原则，严格按照《刑法》《最高人民检察院公安部关于公安机关管辖的刑事案件立案追诉标准的规定（二）》的规定移送公安机关。 证监会严肃查处清越科技财务造假案件 近日，证监会对苏州清越光电科技股份有限公司（简称清越科技）财务造假案件作出行政处罚事先告知。经查，清越科技2021年、2022年和2023年半年报虚增利润，涉嫌欺诈发行、定期报告信息披露违法违规等。证监会拟对上市公司罚款17,288万元，对4名责任人员合计罚款3,300万元并采取4-8年证券市场禁入措施。清越科技涉嫌触及重大违法强制退市情形，上交所将依法启动退市程序。 证监会已冻结清越科技募集资金相关账户，目前正在对中介机构执业情况开展调查。对于可能涉及的犯罪线索，证监会将坚持应移尽移工作原则，严格按照《刑法》《最高人民检察院公安部关于公安机关管辖的刑事案件立案追诉标准的规定（二）》的规定移送公安机关。 目前 广发证券 、立信会计师事务所、清越科技实际控制人已公开声明将对遭受损失的适格投资者先行赔付，将委托投资者保护机构依法做好支持服务工作。有关信息后续可通过中国证券投资者保护基金网站（www.sipf.com.cn）专栏等渠道查询，相关投资者可及时关注。

格隆汇5月8日｜瑞穗证券分析师Dan Dolev表示，在围绕房利美和房地美的讨论热度降温之后，投资者低估了这两家抵押贷款巨头重新上市的可能性。Dolev本周首次覆盖两家公司，并给予“买入”评级。他的基本情境假设是：房利美在2028年前脱离政府托管的概率为30%，房地美则为20%。他表示，随着美伊战争局势缓和，让两家公司重返公开市场可能会在特朗普政府议程中获得更高优先级。“市场赋予它们在2028年前上市的概率过低。我们认为概率略高一些。”特朗普政府可能终结长达17年政府管控的预期曾于2024年至2025年间推动这两家公司股价大幅走高。然而年初以来，由于政府计划缺乏明确性，股价急剧回落，房利美和房地美的场外交易股价较9月高点已近乎腰斩。Dolev对房利美的目标价为10美元，较最新收盘价高出约25%；对房地美的目标价为9美元，较最新收盘价高出约26%。

Artiva Biotherapeutics ( ARTV ) added ~8% in the premarket on Friday after the cell therapy developer announced initial data from a company-sponsored mid-stage trial for its lead asset. AlloNK in rheumatoid arthritis, an autoimmune disorder causing joint symptoms. Citing an April 3 data cut, the company disclosed that 21 refractory RA patients who had a minimum of 12 weeks of follow-up in its Phase 2a basket trial experienced a 71% ACR50 response, which implies at least a 50% improvement in RA symptoms. The trial was designed to evaluate AlloNK across a range of autoimmune conditions, including rheumatoid arthritis and Sjögren’s disease, in combination with rituximab, an RA therapy marketed by Roche ( RHHBY ) and Biogen ( BIIB ) as Rituxan. Additionally, Artiva ( ARTV ) announced that it has reached alignment with the FDA regarding a single registrational trial designed to test AlloNK plus rituximab as a late-line option for refractory RA. The study for nearly 150 RA patients is expected to begin in H2 2026, with its primary efficacy data readout planned for H2 2026. The company shared the updates alongside its Q1 2026 financials and an underwritten equity offering, which is expected to raise about $300M in gross proceeds. Artiva (ARVA) priced the offering of roughly 23.9M shares at $11.52 each. In place of shares, certain investors will be eligible to receive pre-funded warrants that allow them to purchase more than 2.2M shares at $11.5199 per share. The offering is expected to close on or about May 11. More on Artiva Biotherapeutics Artiva Biotherapeutics GAAP EPS of -$0.95 Seeking Alpha’s Quant Rating on Artiva Biotherapeutics Historical earnings data for Artiva Biotherapeutics Financial information for Artiva Biotherapeutics

格隆汇5月8日｜赛诺医疗公告称，公司于2026年5月8日首次回购股份45万股，占总股本的0.1077%，回购成交最高价为22.22元/股，最低价为21.62元/股，支付资金总额为984.76万元（不含交易费用）。公司预计回购金额为1500万元 - 3000万元，回购期限为2026年3月13日至2027年3月12日，回购股份用于员工持股计划或股权激励。

Intesa Sanpaolo S.p.A. press release ( ISNPY ): Q1 net income of €2,761m in Q1 2026 is compared with €1,733m in Q4 2025 and €2,615m in Q1 2025. Net interest income of €3.64B (+0.3% Y/Y). Gross income amounted to €4,339m, compared with €1,890m in Q4 2025 and €3,957m in Q1 2025. As a result, operating margin amounted to €4,585m, up 39.3% from €3,292m in Q4 2025 and up 9% from €4,208m in Q1 2025. The cost/income was 35.9% in Q1 2026 versus 51.9% in Q4 2025 and 38.1% in Q1 2025. Outlook Net income of around €10bn is envisaged for 2026, deriving from:- growth in revenues, mainly driven by commissions and insurance income, with increasing net interest income also thanks to core deposit hedging and volume growth;- stable costs;- significant reduction in provisions;- increase in tax rate (due to the Italian Budget Law) and in levies and other charges concerning the banking and insurance industry. A strong value distribution is envisaged, with a payout ratio of 95% for 2026, of which 75% through cash dividendsand 20% through buyback More on Intesa Sanpaolo S.p.A. Seeking Alpha’s Quant Rating on Intesa Sanpaolo S.p.A. Historical earnings data for Intesa Sanpaolo S.p.A. Dividend scorecard for Intesa Sanpaolo S.p.A. Financial information for Intesa Sanpaolo S.p.A.