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[北大国民经济研究中心]外需增加、风险加剧,推动进、出口额双增长

东方财富 📅 05/09 00:00
要点 中东战争叠加对美出口增长,出口额增速大幅上涨 防风险、调结构,进口额继续大幅上涨 未来展望:外部环境复杂多变,外贸增速或震荡上行 内容提要 2026年4月,按美元计价,中国进出口总额6340.6亿美元,同比增长18.7%。其中,出口总额3594.4亿美元,同比增长14.1%;进口总额2746.2亿美元,同比增长25.3%;贸易顺差848.2亿美元。外需增加、风险加剧的国际形势是推动本月进、出...

[华源证券]战争影响逐步减退,积极关注产业趋势

东方财富 📅 05/09 00:00 GOOG.OINTC.O
报告要点 海外方面,美伊形势有所缓和,油价高位回落。市场呈现出高油价同时科技公司股票表现较好并存的局面。科技公司对于油价的变化反应可能逐步趋于钝化。市场整体在AI产业链带动下表现强劲。关注后续美伊局势、沃什上台后的政策取向。 国内方面,宏观经济整体呈现“内外需分化、上游主导涨价”的特征。4月制造业PMI为50.3%,略低于上月,但继续位于扩张区间,高技术制造业和装备制造业表现强劲。出口受供应链替代...

[华源证券]汽车行业周报:乘用车一季报总结及展望:出口及高端化部分对冲内销下滑影响

东方财富 📅 05/09 00:00 2015.HK
投资要点: 行业周观点及投资分析意见: (1)整车:我们预计步入5月后整车个股将开始分化,板块性上涨机会或将减弱,后续个股行情或将继续围绕各家车企重点产品周期展开,建议关注:理想汽车、江淮汽车。同时,从4月出口数据来看,奇瑞、吉利等表现优异,继续全年维度建议关注。(2)零部件、液冷、AIDC发电:汽车零部件转型液冷赛道寻求第二增长曲线是今年众多零部件企业的核心战略。如果说去年的液冷板块围绕“交易预...

[东吴证券][天合光能]2025年年报及2026年一季报点评:储能盈利能力提升,向解决方案供应商迈进

东方财富 📅 05/09 00:00
股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 688599 天合光能 2025年年报及2026年一季报点评:储能盈利能力提升,向解决方案供应商迈进 买入 维持 0.120 133.79 0.870 18.57 光伏设备 null

Array Digital (AD) Q1 2026 Earnings Transcript

Nasdaq 📅 05/08 23:59
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Stock Market Today: Nasdaq Soars, S&P 500 Rises On Hiring, Iran Optimism; Qualcomm, AMD Jump (Live Coverage)

Yahoo 📅 05/08 23:58 QCOM.O
Stock Market Today: The Dow Jones index rose Friday on a surprise April jobs report. Coinbase and Cloudflare dived on earnings.

Odyssey Therapeutics Climbs 11% After $304 Million US IPO

Bloomberg 📅 05/08 23:58
Odyssey Therapeutics Inc. shares jumped 11% in its trading debut, after the biopharmaceutical company raised $304 million in an upsized US initial public offering and private placement. The Boston-based company’s shares opened at $20 each on Friday in New York, above its IPO price of $18 apiece. The IPO ended significantly oversubscribed, people familiar with the matter said earlier. The trading g...

TDS (TDS) Q1 2026 Earnings Call Transcript

The Motley Fool 📅 05/08 23:58
Image source: The Motley Fool. Friday, May 8, 2026 at 10 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Rackspace Has Nearly Quadrupled in 2026 but a New Deal with AMD Could Keep the Gains Coming for RXT Stock

Yahoo 📅 05/08 23:58 AMD.O
The AMD deal gives Rackspace a fresh AI narrative as investors hunt for overlooked cloud infrastructure plays.

UK borrowing costs fall and pound rises as Starmer says he will remain as PM

The Guardian 📅 05/08 23:58
Bond yields drop as market fears ease that Labour leader will be replaced by a more leftwing rival Elections 2026 – live updates Business live – latest updates UK government borrowing costs fell and the pound rose on Friday as Keir Starmer vowed to remain as prime minister despite the Labour party losing hundreds of council seats across England. Investors calculated that some of the intense pressu...

Gogo (GOGO) Q1 2026 Earnings Transcript

Nasdaq 📅 05/08 23:58
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Stocks Climb on Solid Tech Earnings and US Labor Market Strength

Nasdaq 📅 05/08 23:58
The S&P 500 Index ($SPX ) (SPY ) today is up +0.62%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.22%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.32%. June E-mini S&P futures (ESM26 ) are up +0.61%, and June E-mini Nasdaq futures...

Goodyear (GT) Q1 2026 Earnings Transcript

The Motley Fool 📅 05/08 23:58
Image source: The Motley Fool. Thursday, May 7, 2026 at 8:30 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Stevanato (STVN) Q1 2026 Earnings Transcript

Nasdaq 📅 05/08 23:58
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Goldman Sachs BDC stock slides after NAV drops 3.7% in Q1 amid private credit pressure

Seeking Alpha 📅 05/08 23:57
ipuwadol Goldman Sachs BDC ( GSBD ) dropped 6.7% in Friday midday trading after the business development company backed by Goldman Sachs ( GS ) reported that its net asset value per share declined 3.7% during Q1. Its adjusted NAV per share dipped to $12.17 as of March 31, 2026, compared with $12.61 as of Dec. 31, 2025. That came in below the Visible Alpha consensus of $12.60. Some $0.34 of the dro...

英特尔与AMD双双刷新历史纪录 合计市值超1.3万亿美元

同花顺 📅 05/08 23:57 INTC.O
英特尔日内涨幅扩大至超8%,报118.43美元/股,续创新高;总市值逼近6000亿美元。超威半导体股价上涨8.68%,报443.920美元/股,续创新高,总市值报7239亿美元。

Pagaya (PGY) Q1 2026 Earnings Call Transcript

The Motley Fool 📅 05/08 23:57
Image source: The Motley Fool. Thursday, May 7, 2026 at 8:30 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

N-able (NABL) Q1 2026 Earnings Transcript

Nasdaq 📅 05/08 23:57
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Pentagon releases UFO files on new website

TechCrunch 📅 05/08 23:56
The Defense Department has released a collection of UFO files with images, videos, and documents on war.gov/ufo.

First Advantage FA Q1 2026 Earnings Transcript

Nasdaq 📅 05/08 23:55
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JOUT Q2 2026 Earnings Transcript

The Motley Fool 📅 05/08 23:55
Image source: The Motley Fool. Friday, May 8, 2026 at 11 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Jim Cramer says this struggling stock could remain under pressure in AI-driven market

CNBC 📅 05/08 23:55
Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Friday's key moments. 1. The three major indexes moved higher Friday after a better-than-expected April jobs report. The Labor Department said nonfarm payrolls increased by 115,000 last month , topping economists' expectations for 55,000. The jobless rate held steady at 4...

Evolent (EVH) Q1 2026 Earnings Call Transcript

Nasdaq 📅 05/08 23:54
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Why Mercadolibre Stock Crashed Today

Nasdaq 📅 05/08 23:54
Key PointsMercadolibre beat on sales but missed on earnings last night.

RGA Q1 2026 Earnings Transcript

The Motley Fool 📅 05/08 23:54
Image source: The Motley Fool. Friday, May 8, 2026 at 10:00 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

1-800-Flowers (FLWS) Q3 2026 Earnings Transcript

Nasdaq 📅 05/08 23:54
@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; margin: 0 0 1rem 0 !important; } } Image source: The Mo

Bloomberg Surveillance TV: May 8th, 2026 (Podcast)

Bloomberg 📅 05/08 23:54
Source: Bloomberg, 18:08

摩根大通警告美国汽油或涨至每加仑5美元

格隆汇 📅 05/08 23:54
格隆汇5月8日|摩根大通分析师表示,由于炼油厂正优先生产航空燃油而牺牲其他油品,美国汽油价格“完全有可能”升至每加仑5美元。分析师团队在周五报告中指出,在目前受能源危机冲击最严重的亚洲地区,伊朗战争引发的价格冲击在航空燃油和柴油等成品油市场的传导速度明显快于原油市场。如果炼油厂开工持续受到原油供应受限的压制,那么燃料价格可能会成为“需求破坏的主要传导渠道”。“在这种情景下,即便成品油裂解价差大幅扩...

Retiring in comfort and good health now seems the luxury of a lucky few | Letters

The Guardian 📅 05/08 23:54
Deprivation and inequality are behind the fall in healthy life expectancy, writes George Binette . Plus letters from Sanghamitra Bandyopadhyay , Dr Louise Lawson and Chris Phillipson Helen McCarthy writes that today’s struggle “is the right to live a good, meaningful life, and to live it right to the end” ( Britain pioneered the comfortable retirement – but that golden age is coming to an end, 2 M...

Iovance (IOVA) Q1 2026 Earnings Transcript

The Motley Fool 📅 05/08 23:53
Image source: The Motley Fool. Thursday, May 7, 2026 at 8:30 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading
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