Olena_T/E+ via Getty Images It has now been 30 trading days since the Iran War low on March 30th, and in that time, tech has become the clear star of the rally, racking up superlatives left and right. We have highlighted many of these superlatives in our Daily Sector Snapshots in the past several days, and below we show the charts for some of those stats. To start, it may feel like tech rallies just about every day since that low, and that's almost correct. In the 30 sessions since the low, Tech has posted a daily gain on 24 of those days. As shown below, that is the most consistent stretch of daily gains in 30 days since February 2019. Going back to 1990, there have only been seven other (eight, including that 2019 instance) examples of tech rallying for at least 24 of 30 sessions. Surprisingly, not a single one of those was during the dot-com boom and bust. In fact, the first example wasn't until late 2004. That begs the question: how much is tech up over those 30 days? The answer is over 30% thanks to the sector averaging daily gains of 0.91% during that time. That is now the largest 30-session rally since November 2002. Other than that, the only other handful of larger 30-day rallies were in 1998 and 2001. The rapid move higher in tech stocks has, as might be expected, left moving averages far behind and once again earned superlatives. As of yesterday's close and recent high, tech was over 17% above its 50-DMA. That is, once again, a reading unlike anything seen since November 2002, and the only other examples of such extended prices were during the late 1990s/early 2000s (in addition to one other example in 1991). While tech is extremely extended in percentage terms, conditions are less extreme when looking at the 50-DMA spread in terms of standard deviations. Tech has been overbought (at least one standard deviation above the 50-day) every session since April 13th. Since April 14th, tech has been deeply overbought, trading at least 1.5 standard deviations abov...

格隆汇5月13日｜快克智能公告称，公司股票连续3个交易日收盘价涨幅偏离值累计超20%，属于异常波动。公司主要产品包括精密焊接装联设备、机器视觉制程设备、智能制造成套装备和固晶键合封装设备。对于市场关注的相关设备情况，说明如下：2025年度，公司固晶键合封装设备业务营业收入占比不足5%，金额占比较小，其中碳化硅微纳银（铜）烧结设备收入占比极低，先进封装TCB热压键合设备正与几家客户推进打样验证工作，未形成收入，验证过程时间较长，未来能否打样成功及订单落地具有较大不确定性，对公司当期业绩无影响。相关业务后续存在不确定性，请投资者注意投资风险。

RECLAIM – LN, a Phase 2 potentially registrational clinical trial of FT819 in patients with refractory moderate-to-severe systemic lupus erythematosus (SLE) with lupus nephritis, on schedule to initiate in the 2 nd half of 2026

SS Innovations Reports First Quarter 2026 Financial Results

Enrollment on track for Phase 3 UPSTREAM MG trial of telitacicept in generalized myasthenia gravis patients with topline results anticipated in 1H27

Lite Strategy Reports Fiscal 2026 Third Quarter Results: Continues to Deliver Recurring Yield on Litecoin Holdings and Advance Share Repurchase Program

Razor-razorblade business model accelerates, with Q3 cartridge revenue up 59% year-over-year, representing 66% of quarterly sales

BOSTON, May 13, 2026--As enterprises push AI beyond pilots and into production, a new challenge is emerging: most data foundations were never built for AI. Starburst, a leading enterprise intelligence platform, today announced it will host its annual AI & Datanova conference May 27-28, 2026 in Miami Beach, Florida and online. AI & Datanova 2026 will bring together enterprises and technology innovators to explore how AI is deployed in enterprise environments.

Outside of the infrastructure space, one of the biggest artificial intelligence (AI) winners has been AppLovin (NASDAQ: APP) . The adtech platform has driven tremendous growth since the introduction of its Axon 2.0 engine in 2023, and that growth has shown no signs of letting up when the company recently reported its first-quarter results after the bell on May 6. Despite its continued strong operational performance, the stock is still down around 25% year to date. However, it is up 40% over the past year and up more than 750% over the past five years. Let's take a closer look at its Q1 results and prospects to see if the stock is a buy. Continue reading

周三盘前，德国鞋履制造商Birkenstock股价下跌逾6.5%，此前该公司公布的2026财年第二季度财报显示，营收和利润双双不及市场预期。公司表示，中东地区冲突对欧洲、中东和非洲区域的增长造成了拖累。 营收略逊预期，盈利明显下滑 数据显示，截至3月31日的第二财季，Birkenstock营收为6.183亿欧元，按固定汇率计算同比增长14%，但略低于分析师预期的6.2007亿欧元。经调整后每股收益为0.50欧元，同比下降9%，同样不及市场预期的0.59欧元。 中东冲突造成约600万欧元损失 公司披露，中东地区冲突对EMEA区域造成了约600万欧元的负面影响。其中约半数源于公司无法完成对该区域的交付，其余则反映为欧洲消费者情绪因能源价格高企和通胀上升而趋于谨慎。 关税和汇率拖累利润率 利润端承压还受到外部因素影响。当季毛利率从去年同期的57.7%降至53.9%，主要受不利汇率因素和加征关税拖累。不过，亚太区域表现亮眼，按报告口径增长22%，固定汇率下增幅达30%。 公司维持全年业绩指引不变，预计固定汇率下营收增长13%至15%。 责任编辑：张俊 SF065

Worawith Ounpeng GMR Solutions ( GMRS ), an emergency medical services provider that counts private equity firm KKR & Co. ( KKR ) among its investors, is set to make its trading debut on Wednesday after pricing its U.S. initial public offering to raise roughly $479M. Lewisville, Texas-based GMR ( GMRS ), known as Global Medical Response, sold approximately 31.9M shares of its Class A common stock at $15.00 each, compared to its initially offered pricing range of $22 to $25 per share. Based on the outstanding shares, the company will command a valuation of up to $3.4B after the offering if underwriters fully exercise a 30-day option granted to additionally purchase up to 4.8M shares. GMR Solutions ( GMRS ) is scheduled to begin trading on the New York Stock Exchange under the symbol "GMRS" on May 13, while the offering is expected to conclude on May 14. Concurrently, the company announced a private placement to sell $500M worth of warrants at the IPO price to funds affiliated with KKR ( KKR ), Ares Management ( ARES ), and BlackRock’s ( BLK ) Investment Partners. GMR ( GMRS ) expects to use the net proceeds from the offering, as well as cash on hand and the private placement, to redeem certain outstanding shares of its Series B preferred stock and to pay down debt. More on GMR Solutions Inc. GMR Solutions Targets IPO On High Debt, Contracting Revenue Financial information for GMR Solutions Inc.

格隆汇5月13日｜巴西财政部副部长Galipolo：我们需要能够区分什么构成供应冲击、二次效应；我们必须更加警惕。

格隆汇5月13日｜据市场消息，以色列总理内塔尼亚胡目前正在与加沙问题特使尼古拉·姆拉德诺夫会晤。

Tesla (NASDAQ:TSLA) closed Monday at $445, capping a 13.37% weekly surge that pushed the stock back into overbought territory. Our 24/7 Wall St. price target for Tesla is $420 over the next 12 months, implying modest downside of roughly 5.6% from current levels. Our recommendation is hold with medium confidence (62%). The operational story is ... Tesla Price Prediction: The Stock Looks Fairly Valued With Limited Upside From Current Levels

photosvit/iStock Editorial via Getty Images Molson Coors ( TAP ) reported Q1'26 results on April 30th and delivered a beat on both revenue and EPS. In the last few years, Molson Coors has faced the perfect storm of negative factors impacting the macro environment for its business, but I think the business is likely under-earning. With low expectations priced into the stock at a bargain valuation, it's worth unpacking if there's any value to be had at current price levels. A look at Q1'26 results When looking at the latest results for Molson Coors, the company posted revenue growth of 2% to $2.35 billion but was essentially flat on a constant basis. Still, this represented a beat of $25 million ahead of sell-side estimates. But the more important numbers in my view were underneath the revenue line. Pre-tax income grew 16.2% despite flat top-line growth thanks to a 9.1% decline in MG&A expenses and the benefit from pricing actions taken late last year. On the bottom line, EPS of $0.62 grew 24% year over year and came in 26 cents ahead of analyst expectations. Seeking Alpha Company Filings For those who've been following the Molson Coors story, it was perhaps unsurprising to see Brand volumes down 3.1% globally. There's been softness in mainstream beer consumption that has been well-documented across the industry, but the tariff impacts from last year have also hurt the company. On the conference call that followed the quarter, Molson Coors' new CEO, Rahul Goyal (who took over from Gavin Hattersley in October 2025), described the first quarter as "a little bit better than what we expected" for the U.S. beer category. I take that to be a pretty measured statement from a CEO who has been consistently cautious in his first two earnings calls. Goyal also emphasized on-premise share gains across the company's top six U.S. brands and described the largest planned media environment in years tied to the FIFA World Cup later this year. I think the World Cup is an underappreciat...

Wall Street and Washington will be watching to see how he reacts to political pressure and whether he can get the central bank on board with the major changes he favors.

內地北方多地持續高溫，氣象部門預計，最快要待周末降雨，才能緩解炎熱天氣。 雖然俗語說「未食五月糉，寒衣不入櫳」，但在農曆三月底，北京天氣已經持續酷熱，連續四天最高氣溫逾攝氏30度，午後在延慶區更錄得37.2度的高溫。 河北、山東、天津天氣亦炎熱，局部地區氣溫升至35度以上，氣象部門預計未來三日，長江以北地區氣溫繼續攀升，部分地區最高超過37度，將是今年以來最高溫紀錄。 氣象專家指，內地五月氣溫逐漸回升，加上濕度較夏天低，會天氣變得更熱。 有醫護人員提醒，高溫天氣可能令皮膚出現紅斑、水腫等症狀。 首都醫科大學宣武醫院醫生張海萍指︰「紫外線過敏和曬傷是兩個不同的概念，有些人即使在並不強烈的日光下，外露部位比如面部，雙耳、手背、胳膊等處，仍然可以出現紅色的皮疹，和瘙癢的症狀，嚴重的時候還可能出現腫脹。」 不過，中央氣象台預計本周末北方多地會迎來降雨，氣溫將隨之而下降，部分地方氣溫可能一下子跌約10度。 氣象台同時預計未來三日，福建、廣東、廣西、江西等地，繼續出現強對流天氣，可能引發暴雨，甚至冰雹等。

周三盘前，能源科技公司Nextpower股价飙升14.6%，此前该公司大幅上调2027财年全年营收指引并交出超预期的季度成绩单。 业绩超预期，营收指引大幅上调 根据FactSet数据，Nextpower在截至3月31日的2026财年第四季度中，经调整后每股收益为1.05美元，高于分析师预期的0.92美元；营收为8.81亿美元，同样超过预期的8.26亿美元。 公司同时将2027财年全年营收指引从此前的36亿至38亿美元上调至38亿至41亿美元。公司首席财务官表示，持续增长的订单储备和强劲的签约势头为上调指引提供了有力支撑。 平台转型战略稳步推进 公司创始人兼首席执行官指出，2026财年是Nextpower发展的关键转折点。公司正从光伏跟踪器行业龙头加速转型为综合公用事业级能源科技平台，电气平衡系统、地基、机器人解决方案等新业务市场渗透率持续提升。 截至上一财年末，Nextpower订单储备规模已攀升至52.5亿美元以上历史高位，全球光伏跟踪器累计出货量突破160吉瓦。受此提振，该股盘前涨幅进一步扩大至14%。 责任编辑：张俊 SF065

在北京，國台辦敦促美方，不要向「台獨」分裂勢力發出錯誤信號。 國家主席習近平同美國總統特朗普，時隔九年再在北京會晤前夕。國台辦在記者會上多次強調，堅決反對台美軍事勾連。 國台辦發言人張晗說：「台灣問題是中國內政，我們堅決反對建交國，向中國台灣地區出售武器，這一立場是一貫的、明確的。敦促美方恪守一個中國原則，和中美三個聯合公報，慎重處理台灣問題，正告民進黨當局，祖國統一勢不可擋，買再多武器，都是螳臂當車，只會讓「台獨」加速敗亡，受到歷史和正義的審判。」 國台辦又批評賴清德在「哥本哈根民主峰會」上，透過錄像發表鼓吹「台獨」言論。 張晗指：「台灣從來不是一個國家，過去不是今後更絕對不是，賴清德的謊話，說一千遍還是謊話，絕對成不了真。」 台灣近日有民調顯示，四分之一受訪民眾接受「和平統一、一國兩制」。國台辦回應指，反映島內對「一國兩制」的認同逐步提升。 張晗稱：「越來越多的台灣同胞開始討論『一國兩制』台灣方案的具體內容，暢想統一後台灣的前景，認識到和平統一，將給台灣經濟社會發展，創造巨大機遇，將給廣大台灣同胞帶來，實實在在的好處。」 另外，對於台灣希望邀請張凌赫、劉宇寧等大陸藝人赴台交流，國台辦表示樂見成事，支持大陸藝人赴台與觀眾見面。

阿里巴巴中国电商事业群CEO蒋凡在今日的业绩会上表示，即时零售今年1到3月份订单规模是去年同期的2.7倍，其中非餐饮部分是去年的3倍。有信心在新财年结束前实现即时零售UE（单位经济模型Unit Economics）转正。（科创板日报）

AMD Expands Its Ryzen PRO Lineup with the Addition of Six New Processors, Including Another 16-Core X3D Model The FPS Review

周三盘前， EchoStar 股价飙升5.7%，此前美国联邦通信委员会正式批准了该公司向AT&T和SpaceX出售无线频谱的400亿美元交易。 AT&T和SpaceX分别购得频谱 这笔交易将让EchoStar获得急需的现金注入。具体方案为：AT&T以230亿美元收购约50兆赫兹的全国性频谱，用于扩展5G网络及农村地区覆盖；SpaceX则以170亿美元购入65兆赫兹频谱，用于强化其“星链”卫星直连手机服务。 FCC附加托管账户条件 FCC在批准的同时也附加了条件，要求EchoStar设立一个24亿美元的托管账户，以应对潜在的频谱许可纠纷索赔。作为交易的一部分，AT&T还将与EchoStar深化合作，帮助其旗下Boost Mobile品牌维持运营。 市场看好频谱资产变现 市场分析认为，这笔交易消除了笼罩EchoStar已久的监管不确定性，将其价值焦点从陷入困境的付费电视业务转向频谱资产变现。随着盘前股价上涨，投资者正密切关注该股能否在开盘后守住涨幅。 责任编辑：张俊 SF065

财联社5月12日讯（编辑 冯轶） 财联社为您带来今日港股重要公告 1）公司要闻 腾讯控股(00700.HK)： 一季度收入约1964.58亿元，同比增长9%；盈利580.93亿元，同比增长21%。 其中，增值服务业务2026年第一季的收入同比增长4%至961亿元。本土市场游戏收入为454亿元，同比增长6%。营销服务业务收入同比增长 20%至382亿元，金融科技及企业服务业务收入同比增长9%至599亿元。 期内，重组后的AI研发团队重构了AI基础设施，搭建了Hy3 preview模型，在同等参数规模的模型中性能领先，兼具实用性与性价比；自4月28日以来，其在OpenRouter的token消耗量排行榜上稳居前列。 阿里巴巴-W(09988.HK)： 发布2026年三月底止季度业绩，取得收入2433.8亿元，同比增长3%；净利润为人民币235.02亿元，同比增长96%。 公告称，本季度云智能集团收入416.26亿元，同比增长 38%，特别是外部商业化收入同比增长加速至40%。AI相关产品收入保持强劲势头，达人民币89.71亿元，实现连续第十一个季度的三位数同比增长。于3月发布Qwen3.6-Plus，实现显著的全方位性能提升。 新秀丽(01910.HK)： 一季度销售净额8.291亿美元，同比增长4.1%；净利润3220万美元，同比减少33.2%。 裕元集团(00551.HK)：一季度营业收入19.85亿美元，同比减少2.17%；盈利3517.9万美元，同比减少53.56%。 复宏汉霖(02696.HK)：注射用HLX48(靶向EGFR和c-MET的抗体偶联药物)用于晚期/转移性实体瘤治疗的1期临床试验于澳大利亚获批开展。 建业地产(00832.HK)：前4月累计合同销售额22.2亿元，同比减少18.0%。 新城发展(01030.HK)：前4月累计合同销售额40.07亿元，同比减少41.61%。 恒瑞医药(01276.HK)： 阿得贝利单抗注射液获得药物临床试验批准通知书。2025年，同类药品全球销售额合计约为110.54亿美元。 复星医药(02196.HK)：控股子公司获 AriBio 授予阿尔茨海默病药物独家选择权。 周大福创建(00659.HK)： 拟16.1亿元出售湖南周大福创建公路有限公司100%股权。 荣昌生物(09995.HK)：近期合共购买14.3亿元的...

港股異動 | 美團午后漲5%，政策反內卷導向清晰，外賣行業競爭激烈度放緩 hstong.com

港股異動 | 美團午后漲5%，政策反內卷導向清晰，外賣行業競爭激烈度放緩 hstong.com

美團-W(03690.HK)午后漲超5%，截至發稿，漲5.17%，報88.5港元，成交額31.38億港元 hstong.com

格隆汇5月13日｜欧洲央行管委科赫尔：6月加息并不是欧洲央行的基准情景。

格隆汇5月13日｜巴西财政部副部长Galipolo：我们所经历的这种冲击影响了人们对我们核心使命的认知。这一问题质疑了所有中央银行的可信度。官方数据与民众认知之间存在差异。

现在的行情像极了1997-1998年——华尔街科技老将已经在给AI牛市倒计时了。 5月11日，互联网泡沫时期的知名芯片分析师、Niles Investment Management创始人 Dan Niles 接受《大师投资者播客》（The Master Investor Podcast）专访，系统阐述了他对当前AI行情的判断： AI牛市尚未终结，但预测2027年初或出现一场大回调，投资者现在就该开始准备。 同时，摩根大通调研56位全球投资者发现： 54%的人预计美国股市将在今年或明年出现超过30%的回调 ，其中45%认为会发生在2027年——与Dan Niles判断高度吻合。 投资作业本课代表整理要点如下： 1、智能体AI是什么时候出现的？如果以Open Claude的正式落地来算，是1月30日。 那这波增长什么时候会开始大幅减速？大概是明年年初。到那时，这些股票从当时的高点会跌多少？我认为可能是30%到50%。 这些结构性问题肯定会成为麻烦。 想想2022年发生了什么：七大科技巨头当年平均跌幅46%。 那次只是疫情建设热潮之后的退潮。 2、 股市在历史高位，油价今年涨了60%，上周三十年期和十年期美债收益率同时创年内新高——这三件事不可能同时正确，其中必有一个是错的 。 当它们中的某一个重新定价，市场会有很大的震荡。 我现在的立场是 ：你应该持有大量现金 ，对这件事最终如何收场 保持高度警惕。我每天早上做的第一件事，就是看油价在哪里，债券收益率在哪里，股市在哪里——然后评估风险和回报。 这几个主要资产类别中，有一个是错的。当它重新定价，与其他资产趋于一致时，可能造成极大的混乱。 3、 （美股）短期动能仍向上，这与长期判断是不同的 。 就连今天，油价又在涨，而股市几乎完全无动于衷。这让我想起1999年，我当时觉得98年出来后股票已经很贵了，结果1999年继续大涨。 所以 短期内可能还有上涨空间， 但正如你说的，要保持灵活，密切关注油价、债券收益率和股市的互动关系—— 这将告诉你市场的关注焦点在哪里，市场的非理性还能持续多久。 4、（现在更可能是1998还是1999？） 我百分之百认为是1998年。 我们只是进入了这轮建设周期的第四年，而智能体AI这个驱动因素刚刚在今年年初启动。增长率看起来将继续惊人，直到你把去年同期的基数换掉—— 而那个节点是在明年年初。 我的建议...

(RTTNews) - Assertio Holdings, Inc. (ASRT), on Wednesday, announced that Zydus Worldwide DMCC, a subsidiary of Zydus Lifesciences Ltd. (ZYDUSLIFE.BO, ZYDUSLIFE.NS), agreed to acquire Assertio for approximately $166.4 million in cash, or $23.50 per share.