Arcosa ( ACA ) declares $0.05/share quarterly dividend , in line with previous. Forward yield 0.16% Payable July 31; for shareholders of record July 15; ex-div July 15. See ACA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Arcosa Arcosa, Inc. (ACA) Q1 2026 Earnings Call Transcript Arcosa, Inc. 2026 Q1 - Results - Earnings Call Presentation Arcosa: Making Strategic Progress Arcosa projects $565M adjusted EBITDA on $2.65B revenue in 2026 following $450M barge divestiture Arcosa Non-GAAP EPS of $0.81 beats by $0.46, revenue of $663.3M beats by $42.22M

Federal Agricultural Mortgage ( AGM ) declares $1.60/share quarterly dividend , in line with previous. Forward yield 3.74% Payable June 30; for shareholders of record June 15; ex-div June 15. See AGM Dividend Scorecard, Yield Chart, & Dividend Growth. More on Federal Agricultural Mortgage Federal Agricultural Mortgage Corporation (AGM) Q1 2026 Earnings Call Transcript Federal Agricultural Mortgage Corporation 2026 Q1 - Results - Earnings Call Presentation Federal Agricultural Mortgage Corporation (AGM) Analyst/Investor Day Transcript Federal Agricultural Mortgage to raise $100M via 6.875% preferred stock offering Farmer Mac expects to utilize $30M of remaining tax credit carryback capacity in Q2 as it rolls callable debt savings into spread

2026年一季度旅游类上市公司业绩呈现分化态势。 近期，一批旅游类上市公司的2026年一季度财报披露完毕，第一财经记者梳理发现，由于春节等节假日经济拉动，有多家旅游企业一季度收入和利润同比增长，尤其是以优质景区经营为主业的旅游类企业；但同时也有一批企业在一季度陷入亏损或利润下滑，主要原因与市场竞争、旅游地产投入等有关。 九华旅游(603199.SH)今年一季度营业总收入为2.35亿元，较去年同报告期营业总收入增加39.17万元，实现2年连续上涨，同比较去年同期上涨0.17%。归母净利润为6955.70万元，较去年同报告期归母净利润增加89.83万元，实现2年连续上涨，同比上涨1.31%。桂林旅游（000978 .SZ）今年一季度实现营业收入9540.86万元，同比增长15.47%；归母净利润较上年同期增加124.88万元，扣非净利润较上年同期增加760.81万元。中青旅(600138.SH)今年一季度营业总收入为23.59亿元，较去年同报告期营业总收入增加3.05亿元，实现4年连续上涨，同比上涨14.85%。丽江股份(002033.SZ)今年一季度营业收入2.01亿元，同比增长23.56%；归属于上市公司股东的净利润6663.82万元，同比增长93.34%。 上述企业以景区经营为主，一季度的旅游旺季拉动了景区消费，核心景区运营稳步提升，尤其是假日经济带动效应凸显，使得整体经营质量持续优化，因此在一季度实现了营收和利润的增长。 一季度景区客流的增加也让部分旅游企业有所减亏。西安旅游(000610.SZ)一季度营业总收入为8401.09万元，归母净利润为亏损2663.59万元，较去年同报告期归母净利润增加568.31万元，有所减亏。云南旅游(002059.SZ)一季度营业总收入为5899.96万元，较去年同报告期营业总收入增加1157.74万元，同比上涨24.41%，归母净利润为亏损3346.86万元，较去年同报告期归母净利润增加1455.67万元，亏损同比收窄。 也有部分旅游企业一季度的净利润有所下滑，众信旅游(002707.SZ)今年一季度实现营收12.65亿元，同比增长8.58%；归属于上市公司股东的净利润为989.37万元，同比下降47.82%。 众信旅游披露，我国旅游人次快速增长，旅游消费逐年递增，市场经营主体持续增多，旅游行业存量市场竞争激烈。公司主要经营出...

格隆汇5月14日｜据英国金融时报，乌克兰一家主要武器制造商表示，该公司今年发射了两颗卫星，并计划在2027年再发射“数十颗”，以减少对美国政府和西方科技公司的依赖。Fire Point的联合创始人兼首席设计师Denys Shtilierman表示，该公司正在扩大巡航导弹和弹道导弹的生产，并开发“泛欧防空屏障”，以避免依赖特定制造商。

Jefferies: WFE Is China's Primary Target; Deal, if Inked, To Benefit Domestic GPU and IDC Sectors AASTOCKS.com

《AI》百度集團－ＳＷＲ(89888.HK)出現「區域突破」技術圖表形態 AASTOCKS.com

(RTTNews) - Samsung Life Insurance Co. (032830.KS) reported first quarter net income attributable to shareholders of parent company of 1.20 trillion Korean won compared to 635.26 billion won, last year. Operating income increased to 1.36 trillion won compared to 753.96 billion wo

格隆汇5月14日｜焦作万方在互动平台表示，公司目前主要产品是铝液、铝锭及铝合金制品，不生产镓产品。正在收购的三门峡铝业拥有金属镓产能290吨/年。

Hawkins ( HWKN ) declares $0.19/share quarterly dividend , in line with previous. Forward yield 0.47% Payable June 12; for shareholders of record May 29; ex-div May 29. See HWKN Dividend Scorecard, Yield Chart, & Dividend Growth. More on Hawkins Hawkins GAAP EPS of $0.74 misses by $0.01, revenue of $265.9M beats by $10.62M Seeking Alpha’s Quant Rating on Hawkins Historical earnings data for Hawkins Dividend scorecard for Hawkins Financial information for Hawkins

日本炼油企业Eneos控股株式会社已同意以21.7亿美元收购 雪佛龙 公司在亚太地区的部分炼油和零售资产，从而大幅扩大其在该地区的业务版图。 据这家东京上市公司发布的声明，此次收购的资产包括雪佛龙在新加坡一家炼油厂持有的50%股份，以及在新加坡、马来西亚、菲律宾、澳大利亚和印尼的其他资产。Eneos是日本最大的炼油商，在日本各地运营原油加工厂和燃油零售网络。 此次交易使Eneos首次在日本以外的炼油厂持有股份，并增强其在亚洲石油贸易和供应中心新加坡的影响力。 今年早些时候雪佛龙同意以2.7亿美元，将香港燃料业务售予Bangchak Corp．。而包括 埃克森美孚 公司在内的其他石油巨头近年来也在出售东南亚资产。 责任编辑：王永生

Earnings Call Insights: Snail, Inc. (SNAL) Q1 2026 Management View Peter Kang (Senior VP, Director of Business Development and Operations & Director) said the company “exited 2025 with a diversified content pipeline that positions Snail to deliver more predictable, stable growth,” and added, “We announced a content road map for ARK, including new DLCs, content updates and game modes that stretches through 2027.” Kang highlighted ARK franchise operating metrics and units, including: “ASE sold over 573,000 units,” “Average DAU was 117,000 and peak DAU was 143,000,” and “ASA total units sold for the quarter rose to 1.4 million.” He also said, “ARK Mobile total downloads were approximately 11.9 million as of the end of the quarter with average DAU of over 141,000.” Kang outlined near-term ARK: Survival Ascended content timing: “Starting in May is the upcoming Fantastic Tames Season 1 Expansion Pack,” “in June 2026, we plan to release ARK Tides of Fortune, a new ASA DLC,” and “we also expect to officially launch the ASA remake of ARK Genesis Part 1, which will allow us to recognize approximately $11 million in revenue deferred from revenue balance at time of release.” Kang emphasized the AAA pipeline as a strategic step-change: “3 AAA titles now in the final phases of their development cycles: For the Stars, Nine Yin Sutra: Immortal and Nine Yin Sutra: Wushu,” and said, “we believe Snail is approaching an inflection point within the next several years to define Snail Games as a multi-franchise developer and publisher.” Kang disclosed a change to ARK licensing economics: “we amended the exclusive software license agreements for ARK: Survival Ascended,” and “Under the amended terms, annual licensing fees will be reduced by $6 million annually going forward.” Heidy Kingwan Chow (CFO, Secretary & Director) said, “We entered 2026 with renewed momentum,” and reported, “Net revenue increased 35.7% to $27.3 million compared to $20.1 million in the same period last year.” Outlook...

Birchcliff Energy ( BIREF ) declares CAD 0.03/share quarterly dividend , in line with previous. Payable June 30; for shareholders of record June 15; ex-div June 15. See BIREF Dividend Scorecard, Yield Chart, & Dividend Growth. More on Birchcliff Energy Birchcliff Energy: Time For The Leverage To Go Historical earnings data for Birchcliff Energy Dividend scorecard for Birchcliff Energy Financial information for Birchcliff Energy

格隆汇5月14日｜塞拉利昂政府13日宣布该国暴发麻疹疫情，其中首都弗里敦已出现社区传播。塞国家公共卫生署当天发布公告说，今年1月至4月，该国8个地区累计报告41例麻疹确诊病例，其中弗里敦受影响最为严重，仅4月就新增9例病例。

Keyera ( KEYUF ) declares CAD 0.54/share quarterly dividend , in line with previous. Payable June 30; for shareholders of record June 15; ex-div June 15. See KEYUF Dividend Scorecard, Yield Chart, & Dividend Growth. More on Keyera Keyera falls after Canadian antitrust agency challenges deal for Plains unit Keyera says deal for Plains' Canadian NGL assets pushed out to May Historical earnings data for Keyera Dividend scorecard for Keyera Financial information for Keyera

百度集團－ＳＷ(09888)出現大手賣出18.17萬股，成交價$140.621，涉資2.555千萬 AASTOCKS.com

Nvidia CEO Jensen Huang ‌told state broadcaster ‌CCTV on Thursday that he ​hoped U.S. President Donald Trump and Chinese counterpart Xi Jinping would ‌build on ⁠their good relationship during talks in ⁠Beijing to improve two-way ties. Huang, who joined ​Trump's state ​visit ​to China ‌at the eleventh hour, is struggling to maintain Nvidia's presence in the world's second-largest economy. The ‌U.S. chipmaker is ​currently unable ​to ​deliver its H200 ‌chips to Chinese ​clients seeking ​to use the hardware to power developments ​in ‌artificial intelligence.

格隆汇5月14日｜日本国有石油天然气金属矿物资源机构（JOGMEC）数据显示，日本4月份液化天然气现货到岸价格为每百万英热单位17.90美元。

Microsoft is transforming from a software giant into an AI infrastructure powerhouse.

Key PointsMicrosoft's commercial remaining performance obligations have surged to roughly $625 billion, showing multiyear contracted revenue visibility that far exceeds peers and is heavily driven by AI workloads.

格隆汇5月14日｜箭元科技宣布，公司已于上月完成元行者一号液体运载火箭全箭管路力学环境试验，试验覆盖一二级液氧、甲烷输送管路，包含常温静力、低温静力、低温振动、模态及极限载荷五项工况，模拟了发射及飞行过程中的复杂力学环境。近日，经过对试验数据全面分析确认，全部管路性能满足飞行任务要求。据箭元科技介绍，目前元行者一号首飞箭各关键分系统试验正按计划稳步推进，团队将继续瞄准年底首飞入轨及回收目标。

Axis Capital Holdings ( AXS ) declares $0.44/share quarterly dividend , in line with previous. Forward yield 1.81% Payable July 15; for shareholders of record June 30; ex-div June 30. See AXS Dividend Scorecard, Yield Chart, & Dividend Growth. More on Axis Capital Holdings Investment Qualities Of AXIS Capital's Preferred After The Company's Latest Report AXIS Capital Holdings Limited (AXS) Q1 2026 Earnings Call Transcript AXIS Capital Holdings Limited 2026 Q1 - Results - Earnings Call Presentation Axis targets 11% full-year G&A ratio while expanding AXIS Capacity Solutions in Q1 2026 Axis Capital Holdings GAAP EPS of $3.29 misses by $0.09, revenue of $1.64B misses by $170M

Old National Bancorp ( ONB ) declares $0.145/share quarterly dividend , in line with previous. Forward yield 2.47% Payable June 15; for shareholders of record June 5; ex-div June 5. See ONB Dividend Scorecard, Yield Chart, & Dividend Growth. More on Old National Bancorp Old National Bank: Very Efficient, But Expensive Old National Bancorp (ONB) Q1 2026 Earnings Call Transcript Old National Bancorp 2026 Q1 - Results - Earnings Call Presentation Old National outlines 4%-6% 2026 loan growth while keeping full-year guidance unchanged Most oversold financial mid-cap stocks on Wall Street amid Middle East disruptions

港股異動| 理想汽車-W(02015)漲超6% 理想L9 Livis即將上市機構看好其AI轉型與新品週期作者智通財經 Investing.com 香港 - 股市報價& 財經新聞

一、【早盘盘面回顾】 财联社5月14日讯，市场早盘震荡调整，创业板指盘中跌超2%，沪指、深成指均跌超1%。沪深两市半日成交额2.27万亿，较上个交易日放量2969亿。盘面上热点较为杂乱，全市场超4300只个股下跌。从板块来看，化工板块逆势活跃，红墙股份、红宝丽、永和股份涨停。猪肉概念震荡走强，天邦食品4天2板，天域生物涨停。航运板块盘中拉升，招商南油涨停。下跌方面，燃气轮机概念震荡调整，联德股份触及跌停。电网设备板块盘中持续走弱，通达股份跌停。截至收盘，沪指跌1.02%，深成指跌1.6%，创业板指跌1.93%。 个股来看，今日早盘涨停数量为37家（不包括ST及未开板新股），封板率67%，连板股数量为12家，蒙娜丽莎5连板，利仁科技4连板，合肥城建、汉缆股份、花王股份、可川科技3连板，金房能源、昂利康、恒宇信通、华升股份、京能电力、南华期货、威龙股份2连板。 化工板块逆势活跃，红墙股份、红宝丽、永和股份涨停，怡达股份、联泓新科、美邦科技等涨幅居前。 机构分析认为，当前化工行业已处于周期底部即将上行的关键节点，地缘冲突加速海外供给出清，中国化工核心资产的稀缺性凸显，行业正迎来从周期博弈向价值重估的转型。 工业气体再度走强，中船特气、和远气体涨停，侨源股份、正帆科技、华特气体、凯美特气等涨幅居前。消息面上，AI服务器、先进封装及HBM技术迭代带动硅片与电子特气用量激增，叠加中东能源危机推高化工原料成本，半导体材料全品类进入量价齐升阶段。 猪肉概念震荡走强，天邦食品4天2板，天域生物涨停，华统股份、巨星农牧、立华股份等涨幅居前。 近期，发改委与农业农村部召开生猪产业座谈会，明确严控产能、加速能繁母猪去化，将调控目标下调至3650万头，同时持续启动冻猪肉收储。此外，能繁母猪存栏已连续9个月下降，5月头部猪企出栏环比缩减，养殖户因亏损惜售，7—8月生猪出栏收缩预期强化。短期猪价止跌企稳，有效带动养殖板块盈利预期修复。 碳化硅概念震荡走强，晶升股份20CM涨停，天岳先进、科创新源、中瓷电子、京运通等跟涨。消息面上，Citrini发布AI供应链报告，明确将SiC列为AI领域被严重忽略的核心主线。到2030年AI电源将占SiC电源市场的50%，衬底和设备需求有望增长近10倍。SiC在CoWoS先进封装中的应用规模将超过电源市场。当前百亿级市场，未来有望突破2000-3000亿。 综合...

财联社5月14日讯（编辑 胡家荣） 受益于阿里巴巴和腾讯控股财报的强劲表现，港股三大指数今日早盘集体高开，恒生科技指数一度涨幅超过3%。然而，这一强势表现并未能持续，指数随后逐步回落，涨幅明显收窄。 截至早间收盘，恒生指数涨0.34%，报26478.07点；科技指数涨0.30%，报5109.33点；国企指数涨0.15%，报8889.49点。 从盘面来看，科网、云计算等个股领涨，而PCB和黄金股走低。 科网股成为今日市场领涨主力。截至早间收盘，阿里巴巴-W(09988.HK)涨5.05%、百度集团-SW(09888.HK)涨2.84%，网易-S(09999.HK)涨0.48%。 阿里巴巴昨日公布2026财年第一季度业绩：实现收入2433.8亿元，同比增长3%；净利润达到235.02亿元，同比大幅增长96%。 阿里巴巴集团CEO吴泳铭在财报中指出，当前阿里服务器利用率已接近饱和状态，"基于未来3-5年的需求预期，阿里在AI数据中心的大规模投入将获得确定性回报。"他进一步透露，考虑到算力中心建设的巨大投入，最终资本支出规模可能超过此前宣布的3800亿元。 腾讯控股同期财报显示：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%。 腾讯管理层在业绩说明会上明确表示："腾讯在AI相关服务的需求持续增长，今年该领域的资本支出将较去年有所增加，特别是下半年将进入投入高峰期。" 受科网巨头AI投入加码消息提振，港股云计算股也出现上涨，其中万国数据涨超5%。 截至早间收盘，万国数据-SW(09698.HK)涨0.82%，新意网集团(01686.HK)收平。 与科网板块形成鲜明对比，部分前期涨幅较大的PCB概念今日出现调整。截至早间收盘，大族数控(03200.HK)跌11.30%，广合科技(01989.HK)跌7.48%，胜宏科技(02476.HK)跌6.49%。 有分析指出，相关个股出现获利了结，资金向业绩确定性更高的科网和云计算板块转移。 黄金股受降息预期影响而走弱。截至早间收盘，招金矿业(01818.HK)跌11.54%，灵宝黄金(03330.HK)跌6.68%，山东黄金(01787.HK)跌5.10%。 消息方面，本周美国公布的两项关键通胀数据均超预期，是压制黄金最核心的宏观因素：4月CPI同比3.8%创2023年以来最快增速，4月PPI同比创2...

花旗：看好騰訊控股(00700)騰訊AI戰略逐步落地 維持“買入”評級 作者 智通財經 Investing.com 香港 - 股市報價& 財經新聞

Trading near record highs, this tech giant's stock may still have plenty of upside over the next decade.