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商业贿赂还是风险补偿?险企被医药折扣难住了

36kr 📅 05/11 21:19
2026年4月下旬起,吴昊隔三岔五地向公司风控合规部门征求一款商业健康险新产品的改进意见。 作为一家健康险公司产品部业务负责人,他参与设计的这款商业健康险新产品的一大卖点,是打算根据《商业健康保险创新药品目录》,将目录内多款创新药纳入理赔范畴。 风控合规部门提出了不少疑问:能否与药企、医院管理信息系统实现创新药使用数据共享,实现药品流、资金流与信息流的标准化对齐;能否与第三方服务机构(PTA)建立...

八分鐘國際新聞重點|特朗普周三起訪華/據報伊朗要求美撤制裁/英揆無意下台

无线新闻 📅 05/11 21:19
【特朗普周三起訪華】 美國總統特朗普周三至周五國事訪問中國,白宮公布行程細節,特朗普將於周四上午與國家主席習近平舉行雙邊會談,預料討論經貿、伊朗,人工智能(AI)等議題。中方表明,願同美方擴大合作、管控分歧。 外交部宣布,應國家主席習近平邀請,美國總統特朗普將於周三至周五對中國進行國事訪問,是中美元首繼去年10月釜山之後,再次面對面會晤,也是美國總統時隔9年再次訪華,中方稱願同美方擴大合作、管控分...

金价大涨助推巴里克Q1业绩超预期 宣布30亿美元回购

格隆汇 📅 05/11 21:19
格隆汇5月11日|巴里克矿业(B.US)周一公布好于预期的第一季度业绩,并宣布启动新的30亿美元股票回购计划。这家全球第三大黄金生产商正积极争取投资者支持,并计划在今年晚些时候剥离其北美资产。数据显示,巴里克Q1营收52.2亿美元,同比增长67%,好于市场预期的48.3亿美元;经调整后净利润同比大增173%,至16.5亿美元,主要得益于黄金产量提升、成本下降以及金价走强;调整后每股收益0.98美元...

Jim Cramer's top 10 things to watch in the stock market Monday

CNBC 📅 05/11 21:19 NVDA.O
My top 10 things to watch Monday, May 11 1. Usual oil price rally of 2%, which is standard now. Stocks are flat. Maybe that's what makes this such a standoff. U.S. refineries are now processing 16.3 million barrels per day (bpd) of crude, up from the average 13.5 million bpd. This is unsustainable, but helping, and refinery margins are immense as long as the Iran war drags on. 2. Barclays raised i...

Ed Yardeni sees S&P 500 rising to more than 8,000. Here’s why

CNBC 📅 05/11 21:19 700.HKNVDA.O
Stocks are at record highs, and Ed Yardeni thinks there's much more upside to be had. The president of Yardeni Research and longtime market strategist hiked his year-end S & P 500 target to 8,250 from 7,700. That's 11.5% above Friday's close of 7,398.93. The driver for this sharp outlook boils down to one word: earnings. "I've been bullish, but not bullish enough," Yardeni told CNBC's " Squawk Box...

Bitmine reports $13.4B in crypto and cash holdings; discloses 5.21M ETH treasury

Seeking Alpha 📅 05/11 21:19
Bitmine Immersion Technologies ( BMNR ) announced on Monday Bitmine crypto + total cash + “moonshots” holdings totaling $13.4B. As of May 10, 2026, the company's crypto holdings are comprised of 5.206M ETH at $2,366 per ETH, 201 Bitcoin, a $200M stake in Beast Industries, an $88M stake in Eightco ( ORBS ) ("moonshots"), and a total cash of $775M. Bitmine's ETH holdings are 4.31% of the ETH supply ...

SoftBank’s Masayoshi Son in talks for French data center project: report

Seeking Alpha 📅 05/11 21:19
Sundry Photography SoftBank's ( SFTBY ) ( SFTBF ) Founder Masayoshi Son has held discussions with French President Emmanuel Macron about unveiling a large AI data center project in France in the coming weeks, Bloomberg News reported, citing people with knowledge of the matter. Son is thinking about a multibillion-dollar investment in France as part of the Japanese conglomerate's broader push into ...

Micron Stock Rockets As AI Memory Supercycle Takes Center Stage - timothysykes.com

Google 📅 05/11 21:19 MU.O
Micron Stock Rockets As AI Memory Supercycle Takes Center Stage timothysykes.com

Intel Stock Soars As Apple, Google Deals Fuel AI Turnaround - timothysykes.com

Google 📅 05/11 21:19 INTC.O
Intel Stock Soars As Apple, Google Deals Fuel AI Turnaround timothysykes.com

QCOM Stock Surges As Traders Bet On AI Breakout - timothysykes.com

Google 📅 05/11 21:19 QCOM.O
QCOM Stock Surges As Traders Bet On AI Breakout timothysykes.com

宠物AI赛道再添融资案例:PurrPurr获阿尔法公社加注 首年GMV目标5000万

财联社 📅 05/11 21:18
财联社5月11日讯(记者 李洁) 随着 AI 大模型热潮席卷科技圈,一个不太起眼却迅猛增长的交叉赛道正在浮出水面,并吸引了市场目光:“AI+ 宠物 情感计算”。 目前多家前沿企业正试图用 多模态AI 技术,为宠物“翻译”情感,并获得天使轮投资或多轮融资。记者从知情人士处获悉,继Traini、Pettichat后,国内初创企业PurrPurr正在进行天使轮融资,目前融资进展顺利,其中阿尔法公社已参与...

L3Harris Technologies: Strong Execution And Expanding Backlog Support Buy Rating

Seeking Alpha 📅 05/11 21:18
JHVEPhoto/iStock Editorial via Getty Images Investment Thesis On April 30, the L3Harris Technologies ( LHX ) report for the first quarter was released. The company has demonstrated strong financial results, significantly ahead of market expectations and my personal forecasts. Revenue growth rates remain high, backlog is growing, and EPS overall turned out to be 13% higher than the consensus foreca...

Downsizing in Retirement Sounds Smart, but Here Are 3 Costs Retirees Often Overlook

The Motley Fool 📅 05/11 21:18
Even if you save well for retirement, you may find money is tight. Between healthcare expenses and rising food and gas prices, your savings and Social Security benefits may be getting stretched thin. In that situation, downsizing might seem like a financial win. You can sell your home, ideally pocket some equity, and move into a smaller place that comes with lower costs. Image source: Getty Images...

AI热潮如何掩盖伊朗战争对大企业的冲击

新浪 📅 05/11 21:17 TSM.NINTC.O
伊朗战争打乱全球商业格局:航空公司削减航班、消费者收紧开支、多家企业发出涨价预警。 然而,在美以联合空袭伊朗、冲突爆发两个多月后,全球大型企业总市值反而增加超5.4万亿美元,涨幅达4.2%。 在投资者纷纷寻找受中东冲突影响最小板块的背景下,科技股撑起了全球股市。 英特尔 、 台积电 等芯片巨头股价大幅飙升,大型科技企业凭借一季度亮眼业绩估值强势反弹,完全抵消了其他板块的下跌。 百达资产管理首席策略...

Apple Stock: Alpha Engine Or Portfolio Diversifier?

Yahoo 📅 05/11 21:17 AAPL.O
Apple (AAPL) stock has climbed 5% over the past five trading sessions and is now up 13% over the last month, driven by a broader rally in the Nasdaq-100, strong Q2 earnings, a fresh $100 billion share repurchase authorization, and growing optimism around generative AI integration across its devices.

全网确诊前额叶损伤,AI正在批量生产“空心人”

36kr 📅 05/11 21:17
晚上八点,贵州初二学生李琳(化名)坐在书桌前,打开AI对话窗口,将语文试卷上的阅读题拍照上传。三秒钟后,一段结构工整、措辞精美的答案出现在屏幕上。她快速抄写完,合上作业本,整个过程不到五分钟。“我知道这样不对,但AI给的答案太好了,我自己想破头也写不出来。” 而在城市的另一端,在教培机构上班的雷老师把学生的作业情况、课堂表现录入AI,系统很快生成了一份措辞得体、条理清晰的反馈文字。“确实省了很多时...

Bridger Aerospace lands task orders for Super Scooper planes for about $30M

Seeking Alpha 📅 05/11 21:17
Bridger Aerospace Group ( BAER ) on Monday said it secured two 160-day task orders from the U.S. Forest Service for four of its CL-415EAF "Super Scooper" aircraft, representing at least $30M in standby revenue for 2026. The contracts mark the longest guaranteed deployment period in the company’s history, adding 40 days per aircraft compared with last year’s 120-day commitments. One task order bega...

汉坦病毒的下一道前沿:研发疫苗与治疗药物

新浪 📅 05/11 21:17
多款潜力候选药物已处于搁置状态,等待资金到位后开展人体临床试验 多年来,科学家一直在寻找治疗汉坦病毒的有效药物。 长期以来,药物研发人员一直在寻找 汉坦病毒 这种罕见传染病的治疗方案。近期一艘游轮出现汉坦病毒疫情暴发,全球公共卫生部门正紧急防控。 本轮疫情已造成 3 人死亡、5 人感染,令相关药物和疫苗研发变得愈发紧迫。 汉坦病毒通常通过接触受感染的啮齿动物传播,但本次疫情的病毒毒株 已可人传人 ...

I can tell Stephen A Smith why many Black people don’t like him | Etan Thomas

The Guardian 📅 05/11 21:17
The ESPN star has done brilliant work for Black students. I wrote an open letter to him explaining why his comments on politics alienate much of his audience Dear Stephen A Smith, Let me first say that I tremendously respect all you do for historically Black colleges and universities. You have helped generate millions in scholarships , promoted student enrollment and brought national media attenti...

老板电器到了最艰难的时刻?

36kr 📅 05/11 21:17
2025年年报出炉,老板电器交出上市十五年来最差成绩单——营收首现同比下滑,净利润跌幅突破两成,单季净利率一度跌至3.5%。 曾经营收九年翻八倍的"厨电之王",究竟发生了什么?是行业周期的短期波动,还是更深层的结构性危机? 当数字厨电的故事越讲越响亮,传统主业却疲态尽显,高分红背后又藏着怎样的战略信号? 老板电器这份年报里,藏着一个比行业下行更为棘手的真相。 “厨电之王”的厨电生意,为何不好做了?...

Fervo Energy eyes $7.4 billion valuation in upsized US IPO - Reuters

Reuters 📅 05/11 21:16
Fervo Energy eyes $7.4 billion valuation in upsized US IPO Reuters

Apple Stock: Alpha Engine Or Portfolio Diversifier? - Trefis

Google 📅 05/11 21:16 AAPL.O
Apple Stock: Alpha Engine Or Portfolio Diversifier? Trefis

助贷毛利高过卖车4倍,淘车车靠什么支撑估值?

36kr 📅 05/11 21:16 700.HK
编者按:优信之后,时隔近8年,市场会如何看待国内的二手车电商平台? 二手车交易平台开始争相奔赴资本市场。 继日前大搜车赴美上市获证监会备案通过后。5月6日,国内又一家二手车电商平台——淘车车母公司Yusheng Holdings Limited(以下简称“淘车车”)也正式向港交所递交主板上市申请,花旗担任本次IPO的独家保荐人。 招股书显示,淘车车成立于2018年,凭借移动应用程式及覆盖全国的销售...

Stellantis Deal With Leapmotor May Reshape European Carmaking

Bloomberg 📅 05/11 21:16
Welcome back to Bloomberg’s Auto Monitor , a weekly roundup of stories on the automotive industry from reporters around the world. Sign up now if you’re not already on the list. The accord unveiled Friday between Stellantis and Leapmotor is one of the first examples of a major Western automaker relying on Chinese technology to bolster its lineup in Europe. That could herald a sea change for the co...

伊媒称伊朗在霍尔木兹海峡部署深潜潜艇,或进一步复杂化安全局势

格隆汇 📅 05/11 21:16
格隆汇5月11日|据伊朗塔斯尼姆通讯社,伊朗已在霍尔木兹海峡部署了“深潜潜艇”,报道强调了伊朗海军加强了在这一战略海峡的战备。分析人士表示,潜艇部署可能进一步复杂化海湾地区的海上安全行动。伊朗此前依赖于使用非对称海军战略,包括水雷、快攻艇、无人机和沿海导弹系统。目前尚未确认报道中潜艇的具体规模或作战部署细节。

IREN Drops 9% After Friday Rip: NVIDIA AI Cloud Excitement Cools as Profit-Taking Hits

Yahoo 📅 05/11 21:16 NVDA.O
Shares of IREN (NASDAQ:IREN) are down roughly 9% in early Monday trading to $55.83, giving back a chunk of Friday’s powerful rally. The move follows Friday’s 8% surge to $61.20, which was triggered by a landmark AI cloud partnership with NVIDIA (NASDAQ:NVDA). Profit-takers are clearly stepping in after a parabolic run. IREN stock is still ... IREN Drops 9% After Friday Rip: NVIDIA AI Cloud Excitem...

Super Micro Computer: Explosive Revenue Growth, Broken Business Model -- Why This Is A Strong Sell

Seeking Alpha 📅 05/11 21:15
MikeMareen/iStock via Getty Images Investment Thesis In my last article about Super Micro Computer Inc. (NASDAQ: SMCI ), I mentioned the company’s main growth catalyst, namely: The fast-to-market of Data Center Building Block Solutions (DCBBS) Tech moat in cooling systems with its Direct Liquid Cooling (DLC) product Global expansion In the present article, I will assess how well, or not, the above...

现货白银大涨6%、现货黄金突破4720美元

格隆汇 📅 05/11 21:15
格隆汇5月11日|现货白银向上触及85美元/盎司,日内上涨6%;现货黄金突破4720美元/盎司,日内涨0.11%。

資金動向 | 北水淨買入阿里超10億港元,連續5日加倉中芯國際 - SL886 財經網

Google 📅 05/11 21:15 981.HK
資金動向 | 北水淨買入阿里超10億港元,連續5日加倉中芯國際 SL886 財經網

TikTok launches £3.99 subscription for no ads in UK

BBC News 📅 05/11 21:15
Those who don't subscribe will be able to use the platform for free - but be shown personalised ads by default.
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