格隆汇5月14日｜日本厚生劳动省近日公布的3月份每月劳动统计调查显示，剔除物价波动影响的实际工资同比增长1.0%，连续3个月增长。名义工资的人均现金工资总额为31万7254日元（约合人民币13763.7元），增长2.7%。相当于基本工资的规定内工资为27万1313日元（约合人民币11770.6元），增长3.2%。这是自1992年10月以来首次连续3个月保持3%以上的增长率。2025年春季劳资谈判带来的加薪和最低工资上调正在扩散。

香港快運一班飛往日本高松的客機，因技術問題折返，安全降落香港國際機場，無人受傷。 涉事航班UO642，飛機型號A320neo，早上近11時起飛，原定下午2時抵達高松。 根據航班追蹤網站顯示，航班飛行約40分鐘後折返，警方指航班懷疑油壓出現問題。快運回覆查詢指，航班出現技術問題，按標準程序折返本港，中午約12時半安全降落，機場消防期間戒備。 快運已安排另一客機接載旅客下午2時再出發，而原定高松回港的UO643，就受影響延遲到今晚7時15分起飛。

格隆汇5月14日｜鸿海：第一季度净利润为499.2亿新台币（分析师预测为488.8亿新台币）。

鸿海：预计2026年收入将实现同比强劲增长，此前预期同样为强劲增长，第一季度净利润为499.2亿新台币（分析师预测为488.8亿新台币）。

中芯國際(00981)出現大手賣出8.8萬股，成交價$72.65，涉資639.32萬 AASTOCKS.com

Copa Holdings ( CPA ) declares $1.71/share quarterly dividend , in line with previous. Forward yield 5.95% Payable June 15; for shareholders of record May 29; ex-div May 29. The company has now announced a dividend of $1.71 for two consecutive quarters. See CPA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Copa Holdings Copa Holdings: I Believe This Is A Potential Diamond In The Rough Copa Holdings GAAP EPS of $5.16 beats by $1.20, revenue of $1.05B beats by $20M Copa Holdings reports 16.7% traffic surge for April 2026; load factor stable at 86.8% Seeking Alpha’s Quant Rating on Copa Holdings Historical earnings data for Copa Holdings

Taiwan considers resubmitting request for rejected defence budget items Reuters

格隆汇5月14日｜乌克兰反腐法院周四下令逮捕安德烈·叶尔马克（Andriy Yermak）。叶尔马克是乌克兰总统泽连斯基的亲密盟友，曾担任其办公室主任。此次逮捕令是基于洗钱指控发出的。法院同时将保释金定为1.4亿格里夫纳（约合319万美元）。若叶尔马克支付该笔保释金，他将获准获释，并在案件作出最终裁决前处于候审状态；叶尔马克本人已否认了针对他的各项指控。

Artificial intelligence chipmaker Cerebras Systems Inc. raised $5.55 billion in its US initial public offering. The company priced its shares at $185 each, giving Cerebras a market value of about $40 billion, based on the shares offered and outstanding in its filings. Bloomberg’s Neil Campling reports.

格隆汇5月14日丨印度外交部长苏杰生周四表示，途经国际水域，包括霍尔木兹海峡和红海的“安全、畅通的海上航运”对全球经济福祉至关重要。苏杰生指出：“我们还必须应对日益增多的、不符合国际法及《联合国宪章》的单边强制措施和制裁手段。”

Cisco ( CSCO ) declares $0.42/share quarterly dividend , in line with previous. Forward yield 1.65% Payable July 22; for shareholders of record July 6; ex-div July 6. The company has now announced a dividend of $0.42 for two consecutive quarters. See CSCO Dividend Scorecard, Yield Chart, & Dividend Growth. More on Cisco Cisco Systems, Inc. (CSCO) Q3 2026 Earnings Call Transcript S&P 500: Everyone Is Now An Earnings Expert, And A Quick Look At Cisco's Expected Earnings Cisco Q3 Earnings Preview: Margin Focus As Shares Trade Near Highs Cisco outlines ~$9B FY 2026 hyperscaler AI infrastructure orders while guiding Q4 revenue to $16.7B-$16.9B Cisco announces layoffs with Q3 results

5月14日，豆包输入法macOS版本正式上线，基于豆包App同款语音模型，用户可以在电脑上实现语音输入，不限制时长，支持多种方言和中英混说。

立陶宛国防部长罗伯塔斯·考纳斯表示，由于五角大楼正在审查其在欧洲大陆的部署计划，美国已暂停向欧洲轮换部队。 考纳斯周四在接受LRT电台采访时表示：“我们得到的消息是，轮换目前已经暂停，以便评估德国的变化。这是我们目前掌握的初步信息。” Army Times网站周三报道称，一位不愿透露姓名的军方官员表示，此次取消行动影响了原定在波兰部署九个月的4，000多名士兵。 责任编辑：陈钰嘉

百度集團－ＳＷ(09888)出現大手賣出4.96萬股，成交價$140.8，涉資698.368萬 AASTOCKS.com

Burberry Group Plc ’s sales rose more than expected at the end of the fiscal year, indicating the turnaround under Chief Executive Joshua Schulman is paying off with a focus on its signature scarves and trench coats. Like-for-like sales rose 5% in the fourth quarter, Burberry said Thursday, ahead of analyst estimates of 4.6%. Schulman halted his predecessors’ push to take the brand up-market when he took the helm in 2024 following a significant drop in sales. The Coach and Michael Kors veteran lowered prices, cut jobs and returned mannequins to the store floor to make Burberry accessible and affordable to more shoppers. Burberry said William Jackson, founder and former CEO of private equity firm Bridgepoint Group, will take over as chair when Gerry Murphy retires in November. Shares of Burberry were down 8.4% this year through Wednesday’s close.

格隆汇5月14日｜华鑫证券研报指出，电光科技算力租赁与矿用装备双轮驱动，超智一体打开成长新空间。2025年受煤炭市场价格持续下滑及下游煤企资本开支放缓影响，公司传统矿用防爆开关业务实现营收6.59亿元，同比-14.23%，导致整体业绩短期承压。然而，公司算力服务业务实现爆发式增长，2025年贡献营收1.18亿元，同比大幅大增280.72%，毛利率达31.89%，成为公司丰富收入结构、提升盈利的新引擎。AI算力租赁需求持续爆发，前瞻布局构筑第二增长曲线，展望未来，公司在算力赛道上明确了三大升级方向。随着国家设备“以旧换新”政策的深入推进，以及防爆与永磁电机产品向非煤矿山、石油化工、港口等更广阔应用场景的拓展，公司传统制造业基本盘的估值与业绩有望迎来双重修复与提升。考虑到公司算力租赁业务增长迅速，传统业务稳步增长，首次覆盖，给予“买入”投资评级。

Rizky Ade Jonathan/iStock Editorial via Getty Images I've turned "Neutral" on PT Telekomunikasi Indonesia Tbk ( TLK ). The company's near-term prospects are negative judging by its financial performance and management outlook. But I like how it's rationalizing the business portfolio. Also, 5G-related worries seem to be overdone. With my prior September 11, 2025, write-up , I outlined the encouraging read-throughs from TLK's "Analyst Day" and its parent's investor relations event. Results and Guidance Were a Let-Down The firm released its FY2025 financials in a 6-K filing on Tuesday, May 12. In late April, TLK disclosed the need for "additional time to finalize its financial statements" because of "accounting policy changes." The latter had an unfavorable impact on the group's recent full-year performance. Its bottom line was 24.7% lower at IDR 179.8/share last year. That's 19% short of the sell-side's projection as per S&P Capital IQ data. My take is that the poor showing was largely attributable to a 10.1% rise in "Depreciation & Amortization (D&A)" costs. At the analyst call (S&P Capital IQ transcript), TLK highlighted a "decrease in the useful life of drop-cable fiber assets to 5-10 years" from a quarter of a century. Management explained that the revision was done to "better reflect the customer and technology lifecycle." This led to the recognition of an additional IDR 5 trillion in D&A expense for FY25. Also, I think its EPS was hurt by a new "Early Retirement Program/ERP" initiated during December of the previous year. TLK's 4Q25 ERP-related compensation amounted to IDR 0.94 trillion. That was the main driver of a 17% rise in staff costs between the third and fourth quarters of 2025. Looking ahead, management is anticipating a 2% topline expansion and an EBITDA-to-sales metric of 50% for FY2026. This is disappointing in my opinion. The consensus's revenue growth forecast was a superior +4%. The guide implies limited improvement from last year's 49.9% EBITDA m...

Earnings Call Insights: Doximity (DOCS) Q4 fiscal 2026 Management View "Q4 ended above the high end of our guidance, with a record $107 million in free cash flow, our first ever 9-digit free cash flow quarter." (Co-Founder, CEO & Chairperson Jeffrey Tangney) "Our benchmark workflow engagement reached over 800,000 unique quarterly active prescribers in Q4, up roughly 30% year-on-year" and "nearly half of all these active prescribers used our AI tools in Q4." (CEO Tangney) "As of today, 140 health systems have purchased our clinical AI suite, including 7 of the top 20 hospitals." (CEO Tangney) "We've forecasted minimal AI revenue contribution this fiscal year while allowing for a wider range of AI investments and related expenses meaning higher R&D, compute and marketing spend that will weigh on near-term margins." (CEO Tangney) "As we announced last month, Anna Bryson made the difficult decision to step down as CFO after being on medical leave." (CEO Tangney) "Non-GAAP gross margin in the fourth quarter was 89% versus 91% in the prior year period, driven by AI compute costs." (Head of Investor Relations Perry Gold) "For the full fiscal year, we expect revenue in the range of $664 million to $676 million" and "we expect adjusted EBITDA in the range of $323 million to $335 million, representing a 49% adjusted EBITDA margin." (Head of Investor Relations Gold) Outlook "For the first fiscal quarter of 2027, we expect a revenue range of $151 million to $152 million" and "adjusted EBITDA in the range of $68.5 million to $69.5 million." (Head of Investor Relations Gold) "We are witnessing a continuation of the trend discussed on our last call, with short-term demand in the HCP digital pharma ad market soft and visibility is still limited." (Head of Investor Relations Gold) "We expect overall market growth to be modest this year, likely at or below 5%." (Head of Investor Relations Gold) "We began selling the product in late April" and "we do anticipate a more notable ramp as ...

格隆汇5月14日｜阿布扎比国家石油公司旗下天然气部门ADNOC Gas计划在年底前恢复全球最大天然气加工基地哈布尚80%的产能，并于2027年实现全面修复。该基地曾在伊朗袭击中受损。

格隆汇5月14日｜英国今年年初经济增长势头强劲，但如今却因伊朗战争的余波以及首相可能更迭而面临风险。英国国家统计局周四公布的数据显示，第一季度国内生产总值（GDP）增长0.6%，高于前三个月的0.2%，创一年来最快增速。这一数据与经济学家的预测中值相符，也高于英国央行预测的0.5%。2026年的强劲开局很大程度上得益于2月份的强劲增长，当时伊朗战争尚未爆发，经济增长了0.4%。然而，3月份经济增长也达到了0.3%，主要得益于服务业的强劲增长。经济学家此前预计3月份经济增速将略有下降。尽管经济形势相对乐观，但工党在上周的地方选举中遭遇惨败，英国首相斯塔默的处境恐怕难以得到巩固。经济学家和投资者警告称，政治动荡将对英国的经济前景造成压力。这场动荡已经扰乱了债券市场，推高了长期债券的借贷成本。

【有線新聞】廣東暴雨持續，廣州、惠州等地先後發布暴雨紅色預警，廣東省防汛防旱防風總指揮部亦啟動防汛四級應急響應。 在江門台山市端芬鎮當局錄得一小時最大雨量，達到103毫米；而在梅州市，全市平均雨量亦達到61.1毫米；其中23個鎮出現大暴雨，2,670人需要緊急撤離。 廣東省氣象局預計，未來一周全省降雨仍然頻繁，局部地區雨勢猛烈，市民需要防範，強降雨引發的城鄉積澇，山洪和地質災害。

(RTTNews) - Spanish telecom major Telefónica SA (TELFY) reported Thursday narrower net loss in its first quarter, and higher adjusted EBITDA, amid slightly higher revenues. Further, the firm maintained fiscal 2026 outlook and dividend plan.

JHVEPhoto ENEOS Holdings ( JXHLY ) said on Thursday it will acquire Chevron's ( CVX ) 50% stake in Singapore Refining Company along with additional assets across Southeast Asia and Australia in a $2.2B deal. “This investment represents a significant step in strengthening the business platform that connects Japan with Southeast Asia and Oceania, while bringing together the competitive strengths developed across each market to advance our Group’s growth to the next stage,” said Eneos Holdings CEO Miyata Tomohide. The parties expect the transaction to close in calendar year 2027. More on Chevron, ENEOS Holdings, Inc. Chevron: Attractive Total Return Potential Over 3- To 5-Year Horizon Chevron Can See Significant Upside From Spot And Oil-Linked LNG Sales Chevron: Growth, Rising Oil Prices, Favorable Setup Federal gas tax holiday could deplete Highway Trust Fund by 2027 Insider trades: Intel, Bank of America, and Pinterest among notable names

高盛表示，随着地缘政治动荡缓和，韩国国债收益率存在企稳空间；目前市场计价未来 12个月至少四次加息，定价明显过度。尽管韩国国债本土需求低迷，但外资配置意愿有望抵消这一利空。韩国纳入全球政府债券指数，对本国国债构成长期结构性利好。截至 4月，境外投资者年内增持韩国国债规模达21万亿韩元（折合 140 亿美元）。这一规模远超过去五年季度均值 5万亿至 6万亿韩元，也略高于高盛全年约 55万亿韩元的净买入预期。

Oklo is on track to begin commercializing some of its technology by year's end and begin generating revenue as core projects advance.

【有線新聞】英國衛生大臣施卓添一如預期辭職，向首相施紀賢逼宮。 施卓添是首名辭職的大臣級閣員，他在辭職信中提到工黨經歷了前所未有的地方選舉挫敗，直言對施紀賢的領導失去信心，呼籲對方聆聽意見，協助推動工黨選出新領袖，以領導工黨競逐下屆大選，並帶領國家應對中東、俄烏，以及科技產業革命等各種挑戰。外界預料施卓添將競逐成為新任工黨黨魁和首相。

安吉拉·雷纳表示，她并未就挑战首相基尔·斯塔默与安迪·伯纳姆达成任何协议，她说不会挑衅首相，希望“团结全党”。雷纳和伯纳姆被视为斯塔默领导权的潜在挑战者。 英国税务海关总署已认定前副首相雷纳不存在故意不当行为或疏忽大意，补缴了与购买第二套住房相关的4万英镑未缴印花税，也没有因税务调查而支付任何罚款。英国首相斯塔默的潜在对手斯特里廷准备辞职 并发起领导权争夺。 责任编辑：李安桐

阿里云宣布，上线企业级AI建站平台万小智2.0，可为用户提供从网站生成、域名备案、网站上线到后台管理运营等环节的完整服务，最快几分钟，就能生成并上线符合用户需求的生产级网站。

格隆汇5月14日｜据央视，今日上午11时00分，朱雀二号改进型遥五运载火箭在东风商业航天创新试验区发射升空。运载火箭全程飞行正常，二子级进入预定轨道，飞行试验任务取得圆满成功。此次任务是朱雀二号运载火箭的第7次飞行。今天成功发射的，是朱雀二号改进型火箭加长状态的首飞箭。它实现了多项技术的升级，也标志着我国商业液氧甲烷火箭进入规模化应用阶段。

格隆汇5月14日｜官方数据显示，英国经济在3月份意外实现了0.3%的增长。路透社此前对经济学家进行的调查预测显示，英国3月份的国内生产总值（GDP）将环比收缩0.2%。英国国家统计局表示，就整个第一季度而言，英国经济增长了0.6%，这一增幅符合市场预期。英国财政大臣里夫斯在GDP数据公布后表示，现在绝不可以危害经济的稳定。