格隆汇5月9日｜Lumentum控股公司将于5月纳入纳斯达克100指数。

DutchScenery/iStock Editorial via Getty Images Following our last update of Engie SA ( ENGIY ) ( ENGQF ), we are back to comment on the Q1 release. Our readers know that we have maintained a long-standing buy rating on the French-based utility company. This was backed by its infrastructure segment and recurring cash flow generation. At the same time, we had a positive view on Engie’s ongoing investments in renewables, battery storage, and data center partnerships. This growth component was also combined with generous shareholder remuneration; for this reason, we reiterated our overweight target (multiple times over 2025) (Fig. 1). This proved to be the right call, and Engie's share price change plus dividend payment provided a total return of almost 35% since mid-November 2025. Considering a triple-digit return since our Upgrade View in March 2024, we believe the company's shares are well-priced in. Mare Ev. Lab Rating Update Fig 1 Q1 Results Engie reported top-line sales of €20.6 billion in Q1, a minus 11.6% compared to last year's results. Lower energy prices had a significant impact on the evolution of turnover. Indeed, by segment, Supply & Energy Management reported a -12%, with a negative contribution in the B2B subdivision. Engie was also negatively impacted by FX and dollar depreciation, which weighed €49 million. More importantly, the higher temperature resulted in a negative year-on-year variation of €90 million. Going down to the P&L, Engie delivered an EBITDA (ex. Nuclear) of €4.6 billion and an EBIT (ex. Nuclear) of €3.4 billion (Fig. 2). This was down -8.4% on a constant FX and gross basis. Looking at EBIT evolution, Engie reported resilient performance in the infrastructure segment, with a tariff increase and operational performance partially offsetting unfavorable weather conditions. On the other hand, both Renewables & Flex Power and Supply & Energy Management EBIT decreased 16% and 12%, respectively. The former was mainly impacted by a lower contrib...

In The Assassination of Margaret Thatcher, the award-winning author imagined a plot to kill the PM.

Lumentum控股公司将加入纳斯达克100指数。

At the age of 17, Simon Burstall documented the burgeoning underground rave scene of 1990s Sydney. Armed with borrowed school cameras and stealing away from home in the early hours of the morning in the family car, Simon found community and a career that would change him forever. ‘93: Punching the Light was published by Damiani in 2019. Continue reading...

As global markets are roiled by geopolitical uncertainty and the energy fallout from war in the Middle East, a tiny speck in Southeast Asia has emerged as an oasis of stability – at least in terms of where the well-heeled can park their money. Giig Tanaporn, CEO and founder of business and wealth consultancy Unique Prime Group, has observed that high-net-worth clients, especially from the Middle East and South Korea, have been increasingly choosing Singapore for its regulatory framework,...

5月8日美股三大指数全线收涨，标普500指数与纳斯达克指数再创历史新高。截至收盘，纳指大涨1.71%，收报26247.08点；标普500指数涨0.84%，报7398.93点；道指涨0.02%，报49609.16点。 本周标普500指数累计上涨2.33%，纳指上涨4.51%，均实现连续第六周上涨，创下2024年以来最长的周线连涨纪录。 欧洲市场方面，德国DAX指数跌1.32%，法国CAC40指数跌1.09%，英国富时100指数跌0.43%，走势明显分化。 芯片股集体爆发：存储与 CPU 双雄领涨 芯片板块成为当日最亮眼的明星，费城 半导体 指数单日暴涨5.51%，刷新历史新高，年内累计涨幅已扩大至66.25%。 存储芯片 领域，闪迪暴涨超16%，美光科技涨超15%，股价均创历史新高。值得注意的是，美光科技本周累计上涨近38%，单周市值增加2307亿美元，总市值已突破8400亿美元。 CPU双雄表现同样惊艳，英特尔大涨近14%，AMD涨超11%，均创新高。其中英特尔过去一个月涨幅已超136%，4月以来市值增加逾4000亿美元。 光通信 与存储概念股同步走强，Poet Technologies涨超14%，西部数据涨超3%，康宁涨超2%。 大型科技股涨跌互现：特斯拉领涨，苹果新高 大型科技股呈现分化走势。特斯拉涨超4%，公司Q1财报透露"擎天柱" 机器人 V3将于8月开启大规模量产；苹果涨逾2%，股价一度触及历史新高，最新市值达4.31万亿美元；英伟达涨超1%，股价再创新高，总市值突破5.23万亿美元。不过微软、Meta均跌超1%，谷歌、亚马逊小幅收涨。 其他亮眼个股方面，阿卡迈暴涨26.58%，除一季报超预期外，公司宣布与一家领先前沿模型提供商签订7年内18亿美元的合同；火箭实验室暴涨34.22%创新高； 储能 电池制造商Fluence Energy暴涨27.36%。与英伟达关系密切的云服务商CoreWeave则逆势大跌11.40%，主因业绩指引不及预期。 中概股整体偏弱，纳斯达克中国金龙指数跌0.47%， 阿特斯 太阳能 涨超13%，但新东方跌近5%，小马智行跌超3%。 就业数据超预期：美联储年内降息预期消退 宏观层面，美国4月非农新增就业达11.5万人，远 超市 场预期，失业率持平于4.3%，符合预期。强劲的就业数据表明企业对伊朗战争引发的供应链冲击有较好应对能力，但...

恒瑞医药(01276.HK)：五款创新药获临床试验批准，涉及KRASG12D等靶点 FX168财经

恒瑞医药(01276.HK)：五款创新药获临床试验批准，涉及KRASG12D等靶点 FX168

恒瑞医药(01276.HK)：HRS-3005片获临床试验批准，拟用于B细胞恶性肿瘤 FX168财经

美國住宅建築成本持續攀升，愈來愈多業主設法削減開支。美國有線新聞網絡CNN報道，有工程師繞過本地供應商，直接從中國進口大部分家居材料，估計節省高達10萬美元。社交媒體上更湧現大量中國供應商直接向美國消費者推廣，聲稱可以低價提供廚櫃、瓷磚等物料。不過，這個做法雖然極具吸引力，卻涉及關稅波動、語言障礙、送貨延誤等複雜風險，並非人人適合。 ▌ 工程師親身實證 跳過美國中介 巴爾的摩的工程師吉普賽決定跳過本地供應商和大型零售商如家得寶，直接從中國二十多家工廠進口幾乎所有家居裝修物料。他的夢想住宅採用灰色纖維水泥外牆，配備落地玻璃窗和開放式廚房，連最微小的細節，例如磁力鎖靜音門和歐式窗戶都來自中國。吉普賽在2024年更親自飛到中國挑選部分產品，他形容建造房屋是一生一次的項目，他視之為冒險並從中尋找樂趣。 吉普賽估計這個做法為他節省了高達10萬美元，住宅正申請獲得LEED認證。不過他強調整個過程遠非「廉價」，每個貨櫃從中國運送訂製貨物的平均成本為1.3萬美元。建築商IronGate Builders向CNN透露，建材可以佔訂製住宅總成本的三分之二，其餘主要是人工。吉普賽指出，他住宅的棕色牆板在亞馬遜網站上標價比原產地高出150%，而且這些產品大多本來就是從中國進口的。在美國本地，落地玻璃窗難以負擔，而磁力鎖隔音門的價格根據網站顯示幾乎是中國的四倍。 ▌ 社交媒體熱潮興起 中國供應商直接向美國業主招手 隨著美國建材價格上升，愈來愈多業主在社交媒體上討論從中國直接進口裝修材料。美國全國住宅建築商協會(NAHB)數據顯示，當地住宅建築材料價格按年上升百分之3。協會首席經濟師告訴CNN，金屬模板和裝飾條價格較去年同期上升百分之45，推高了窗戶的價格。木材價格過去一年上升百分之8，鋁價也因貿易和關稅政策而上漲。在這種背景下，一名女子在社交媒體上分享，自己拒絕了本地5萬美元的廚櫃報價後改為從中國進口，帖子獲得超過16.5萬個讚好，其他人也紛紛分享供應商名單。 中國賣家深諳低價對消費者的吸引力，許多渴望擁有自己房子的業主，都會在搜尋引擎的推薦頁面上，看到中國採購代理商用英文展示的豪華浴室模型和櫥櫃。中國製造商更會直接在社交媒體投放廣告，表示可以將櫥櫃、瓷磚和任何其他材料送貨上門。在TikTok上，一名中國採購代理聲稱可以在一天內，以低於1萬美元買齊整間屋的建材；另一家有近3萬TikTok粉絲...

新疆阿拉爾市的小甲克是塔里木河幹流的起點，和田河、葉爾羌河與阿克蘇河在此交匯，形成中國最長內陸河的源頭。春季，碧綠河水在沙漠中靜靜流淌，寬闊蜿蜒的河床與兩岸沙地相連，宛如浩瀚沙海。大片鹽鹼地與水流交錯，形成枝狀地貌，構成一幅沙漠與碧水交織的壯麗風景。

'It’s real proof that the company wants to be more than a "Temu Tesla". It wants to usurp it’ — I’ve driven the new Xpeng G6 and it's more of a Tesla rival than ever, but it’s not perfect yet TechRadar

Alphabet Inc (GOOG) Stock Price, Quote, News & History Benzinga

来源：华尔街情报圈 GoldPredict技术分析师托尔森（AG Thorson）：曾准确预言了金价去年4月、5月的暴跌。而在今年2月金价下跌时刻，他又是第一个唱多的人。 近期他又发表了最新观点： 首先，作者认为7月附近可能出现更好的机会，因为他在看“周期”—— 黄金 周期指标（Gold Cycle Indicator）已经到150。这个指标有点像“情绪温度计”，太高说明市场太热。而现在黄金太热， 白银 太热，市场需要时间降温。作者预计，5月可能先反弹，但可能还有一次下跌，真正舒服的位置，可能在7月附近。 第二，黄金现在更像是在“消化涨幅”。很多人容易把“上涨暂停”误解成“行情结束”。但真正的大牛市，往往都不是一路直线上涨。比如：1970年代黄金牛市，中间出现过多次30%以上回撤；2006年前后，黄金也曾长时间横盘震荡；即便是美股AI行情，今年也经历过数次急跌。作者长期判断是黄金2027年看8000美元，2031年甚至可能达到15000美元。白银未来几年可能300-500美元。 第三，他对美股开始谨慎。因为现在的美股“靠少数科技巨头撑着指数”，现在AI叙事已经非常拥挤。美股未必马上崩，但继续无脑大涨的空间可能有限。 第四，作者开始警惕比特币进入下一轮下跌，现在越来越像“高波动科技股”。关注比特币的50日移动均线，一旦跌该均线，可能开启下一轮下跌。

Domenico Fornas/iStock via Getty Images By Jennifer Nash The latest employment report showed that 115,000 jobs were added in April, down from March's 185,000 gain. This figure was better than the projected addition of 65,000 jobs. Meanwhile, the unemployment rate remained at 4.3%, as expected. Here is an excerpt from the Employment Situation Summary released this morning by the Bureau of Labor Statistics: Total nonfarm payroll employment edged up by 115,000 in April, and the unemployment rate was unchanged at 4.3 percent, the U.S. Bureau of Labor Statistics reported today. Job gains occurred in health care, transportation and warehousing, and retail trade. Federal government employment continued to decline. Household Survey Data: The unemployment rate was unchanged at 4.3 percent in April, and the number of unemployed people changed little at 7.4 million. Both measures changed little over the year. Establishment Survey Data: Total nonfarm payroll employment edged up by 115,000 in April, after showing little net change over the prior 12 months. In April, job gains occurred in health care, transportation and warehousing, and retail trade. Federal government employment continued to decline. Here is a snapshot of the monthly change in nonfarm employment over the last five years. The 3-month moving average is currently at 48,000. For another view, here is the monthly percent change in nonfarm employment since 2000. We've added a 12-month moving average to highlight the long-term trend. The latest 12-month moving average is at 21,000. Unemployment, Recessions, and Market Trends The next chart illustrates the relationship between unemployment, recessions, and the S&P Composite since 1948. Unemployment is typically a lagging indicator that moves inversely to equity prices (the top series in the chart). Notice the rising unemployment peaks in 1971, 1975, and 1982, which coincided with bear markets. A similar pattern briefly emerged during the COVID pandemic, but the impact w...

REVIEW PREVIEW NEWSLETTER Broken Record. We’re running out of superlatives for this market. The S&P 500 and Nasdaq Composite closed Friday at new highs once again. It’s their 15 and 11th record closes of the year, respectively.

来源：华尔街情报圈 一段录音播出，全球神奇的静默 原创最伟大的交易员华尔街情报圈2026年5月8日 22:41中国香港164人 周五晚间，全球市场最活跃的交易时段，全球市场呈现出极其诡谲的平静。 - 金价冲高小幅回落，油价自低位小幅反弹； - 美国股市全线上涨； - 10年期美债收益率跌至4.35%水平。 第一，今天市场的第一段上涨是靠对非农数据的炒作，延续了特朗普第二任期每逢重大数据必利好股市的规律。该数据显示美国就业市场依然强劲（远 超市 场预期），理论上该数据降低了美联储降息的理由，神奇的是市场将其解读为好消息。市场下调了对年底前加息的预期，概率从23%降至18%。与此同时，美联储维持利率不变的概率升至74.1%，而前一天为70.1%。 第二，今天的第二段走势取决于伊朗对美国最新提议的回复。截至目前，伊朗仍旧没有给出任何回复。美国国务卿卢比奥表示， 美国期待伊朗今天就结束战争的提议作出回应，希望“这是一个认真的提议”。 CNN获得一段录音，录音中伊朗警告船只远离美国军舰，“有时候我们需要用 导弹 和无人机给美国佬一个教训”，录音中一个声音说道。 第三，当前资产价格里，其实已经没有多少风险溢价了。换句话说，市场现在是在“近乎完美”的预期下交易，几乎没有给“意外”留下容错空间。

IMF projects $2.5 billion in 2026 net income despite high uncertainty Reuters