格隆汇5月2日｜日本央行前行长黑田东彦在周六发表的采访中表示，日本央行2%的通胀目标已经实现，不需要财政扩张或货币宽松政策。黑田表示，日本央行在4月28日没有加息是正确的，当时存在通胀和经济放缓的风险。此次采访于4月30日进行。

比特幣升超過百分之2，升穿7.8萬美元水平。 全個四月計，比特幣升近一成三，連續第二個月上升，並錄得自去年四月以來最大單月升幅。 不過，CryptoQuant研究部主管莫雷諾表示，加密貨幣價格上升是由槓桿推動，並不由新增買入資金帶動。從過往歷史看，升勢缺乏基本支持，通常會在期貨平倉後回調收場。

比特幣升超過百分之2，升穿7.8萬美元水平。 全個四月計，比特幣升近一成三，連續第二個月上升，並錄得自去年四月以來最大單月升幅。 不過，CryptoQuant研究部主管莫雷諾表示，加密貨幣價格上升是由槓桿推動，並不由新增買入資金帶動。從過往歷史看，升勢缺乏基本支持，通常會在期貨平倉後回調收場。

Key PointsAdded 101,286 shares of VPLS; estimated transaction value $7.93 million based on quarterly average price

13家車企利潤之和，不及一家寧德時代 鉅亨號

Cathie Wood’s ARK sells AMD stock, buys Roblox and Intellia By Investing.com Investing.com South Africa

格隆汇5月2日｜据深圳边检总站统计，今年截至5月2日，经深圳各口岸出入境人员突破1亿人次，较2025年提前17天达成，日均客流82.5万人次，同比2025年增长13.5%，稳居全国第一。随着240小时过境免签、互免签证、单方面免签等一系列便利措施优化实施，外籍人员经深出入境量稳居全国第二，并保持高速增长。截至5月2日，深圳边检总站累计查验出入境外国人近300万人次，同比增长28%，其中免签入境外国人约70万人次，同比增长48%。

格隆汇5月2日｜美国总统特朗普：（关于伊朗）我们不会提前离开，问题会再次出现。

Cathie Wood’s ARK sells AMD stock, buys Roblox and Intellia Investing.com

FILE PHOTO: President of Bard College Leon Botstein speaks during the "Changing Landscapes: From the Digital Classroom to the Global Campus" panal during the TIME Summit On Higher Education on Oct. 18, 2012 in New York City. Jemal Countess | Getty Images Bard College President Leon Botstein announced Friday that he will retire at the end of June after 51 years leading the prestigious New York liberal arts school, a day after a law firm retained by its Board of Trustees delivered a critical report about his relationship with the late notorious sex offender Jeffrey Epstein . "Nothing that President Botstein did in connection with his relationship with Jeffrey Epstein was illegal," WilmerHale attorney Jamie Gorelick wrote in a summary to those trustees, which CNBC obtained. "But President Botstein made decisions in the course of that relationship that reflect on his leadership of Bard," wrote Gorelick, who served as a deputy attorney general in the Clinton administration . Bard retained WilmerHale in February to review its 79-year-old president's relationship with Epstein after details about their communications were made public with the release by the Department of Justice of documents , which made clear they were more extensive than previously known. Botstein, who is a renowned orchestral conductor , had said he cultivated Epstein as a donor for Bard, which is located in Annandale-on-Hudson. His pursuit of Epstein came several years after the shady money manager pleaded guilty in Florida state court to soliciting a minor for prostitution and served a 13-month jail term. "President Botstein forcefully argues that Bard's need for funds was paramount," Gorelick wrote in her summary of her report for Bard's trustees. "His view was, 'I would take money from Satan if it permitted me to do God's work,' " Gorelick noted. "President Botstein said that he did not see a risk to Bard's reputation in pursuing Epstein or the potential risk to Bard students of exposure to Epstein, ...

bluebay2014/iStock via Getty Images Below is a snapshot of key ETF performance across asset classes for the month of April and so far year-to-date. The S&P 500 ( SPY ) jumped more than 10% in April for its best month since November 2020. The tech-heavy Nasdaq 100 ( QQQ ) did even better with a gain of 15.7%, while the Dow 30 ( DIA ) was up a more modest 7.7%. Growth outperformed value, and dividend stocks lagged badly. The tech sector ETF ( XLK ) gained more than 20%, while the semis ( SMH ) gained 32%! On the downside, both Health Care ( XLV ) and Energy ( XLE ) actually finished the month in the red. Country ETFs gained in April, but they didn't gain nearly as much as the US. Oil ( USO ) rallied 15.6%, but natural gas ( UNG ), gold ( GLD ), and silver ( SLV ) were all down. Longer-duration Treasury ETFs were slightly lower in April, but the bond market as a whole ( AGG , BND ) was up 15 bps. There were some historic moves for individual stocks in April, including two Russell 1000 stocks that more than doubled: Organon ( OGN ) and Intel ( INTC ). Intel began April with a market cap of roughly $222 billion. It ended the month with a market cap of $474.9 billion. As shown in the table below, tech stocks dominated the list of April winners, making up 19 of the top 25 performers. Other notable winners include Astera Labs ( ALAB ), Advanced Micro ( AMD ), and Sandisk ( SNDK ) - all up 70%+. Of course, not all stocks went up in April. Below are the 25 worst performers in the Russell 1000 during the month, led by Lucid ( LCID ) with a 33% drop. Charter ( CHTR ), Liberty ( LBRDK ), and Tractor Supply ( TSCO ) all fell more than 20%, while other notables on the list of April losers include NIKE ( NKE ), Wayfair ( W ), ServiceNow ( NOW ), and Northrop Grumman ( NOC ). Original Post Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors.

Estée Lauder Accelerates Turnaround, Adds 3,000 Jobs To Chopping Block Beauty and cosmetics giant Estée Lauder is accelerating its workforce restructuring, announcing Friday morning that it will cut another 3,000 jobs, bringing total planned reductions to as many as 10,000 roles. The move is expected to unlock hundreds of millions of dollars in additional savings. Still, it also suggests a deeper reset in the company's workforce after its hiring spree leading up to Covid, potentially putting a long-term cap on headcount. The owner of Clinique, La Mer, MAC, Aveda, Bobbi Brown, Jo Malone London, Le Labo, Tom Ford Beauty, Too Faced, and others wrote in an earnings press release that it now "estimates a final net reduction in positions of 9,000 to 10,000, an increase from 5,800 to 7,000." In other words, management found another 3,000 jobs to cut. According to Bloomberg data, Estée Lauder has a global workforce of about 40,470 as of the second quarter of 2025. The total workforce peaked in 2022 at around 44,800, ending a multi-decade hiring spree. "Over 70% of the increase is attributable to the reduction in point-of-sale demonstration roles at select unproductive doors in its department store and freestanding store channels, as the Company continues to evolve its focus towards high-growth channels," the company noted. Management said the restructuring is based on four objectives: reorganization and rightsizing of certain areas, simplification and acceleration of processes, outsourcing of select services and evolution of go-to-market footprint and selling models, all to help rebuild operating margin and also fuel reinvestment in consumer-facing areas to drive sustainable sales growth. Shares jumped as much as 16% in premarket trading, and if those gains hold through the cash session, it would be the largest increase since November 3, 2011. The optimism stemmed from Estée Lauder's earnings report, which raised its profit outlook. The company now expects adjusted EPS of $...

据参考消息，4月30日，美国总统特朗普在社交平台发布了一张图片，图片中霍尔木兹海峡被更名为“特朗普海峡”。 另据新华社，伊朗外长阿拉格齐4月30日在社交媒体上发文，纪念伊朗“国家波斯湾日”。 阿拉格齐说，今天是伊朗的“国家波斯湾日”，纪念先辈400多年前将葡萄牙人逐出霍尔木兹海峡，但美国总统特朗普将霍尔木兹海峡称为其他名称是一个“可怕的错误”。

《科创板日报》5月2日讯 继4月29日暴涨12%后，当地时间5月1日，英特尔股价再度上涨5.46%，续创历史新高，市值突破5000亿美元。整个四月，英特尔股价涨幅为114%。 两年前，这家芯片巨头还是“被AI热潮抛下”的典型案例：股价暴跌并被踢出道琼斯工业指数，而取代它的正是如今的算力霸主——英伟达。 两年后的今天，这位巨头又重回牌桌，并且手握三张“王牌”：CPU、芯片代工业务、玻璃基板技术。 ▌CPU或迎来“绝对主场” 毋庸置疑的是，在英特尔这波暴涨中，CPU带来的增长预期是最关键的一项催化。 在过去两三年中，“算力”几乎与英伟达GPU画上了等号。但进入2026年，产业风向变了，AI从大规模预训练阶段转向推理与Agent代理落地阶段，CPU开始崛起。 几天前的财报会上，英特尔CEO陈立武给出了非常乐观的预测： 此前每部署1颗CPU要搭配7-8颗GPU，如今这一比例已降至1:4，而随着AI Agent进一步普及，未来可能变成1:1甚至CPU占优——换言之，CPU或将迎来“绝对主场”。 英伟达、谷歌的最新产品也验证了这一趋势：黄仁勋透露Vera CPU与Rubin GPU采用的是1:2配比，核心目的是实现系统级算力均衡；谷歌技术团队在4月Google Cloud Next大会展示拓扑图TPU V8与CPU采用了1:2配比设计。 一同到来的就是涨价潮。 1月已有消息称，由于超大规模云服务商“扫货”，英特尔与AMD在2026全年的服务器CPU产能已基本售罄，两家公司均计划涨价。 近日供应链再次透露，国际大厂酝酿Q3再进行新一轮涨价。此前英特尔已于3月调涨PC CPU价格，并于4月1日进一步调整服务器CPU售价，市场预期下半年仍有约8％-10％的再度调涨空间。AMD方面，也有市场消息称其服务器CPU产品线在第二季与第三季各有一次涨价，累计涨幅将达16％～17％。供应链直言，“目前CPU仍处于严重供不应求状态”，价格上调仍未见终点。 ▌代工业务“起死回生” 在股价爆发不久前， 英特尔在4月发生了三项标志性关键事件：回购Fab 34厂股份、牵手马斯克TeraFab、斩获谷歌长单。 4月1日，英特尔宣布，将从阿波罗管理公司手中回购爱尔兰Fab 34工厂49%股权，恢复对Fab 34完全控制。 英特尔曾在2024年因财务压力卖出这部分股份， 如今买回被外界解读为现金流恢复健康、管理...

Yet again, it posted growth and robust profitability in its latest quarter.

Key PointsCompounding that, it topped analyst estimates on both the top and bottom lines.

Jones Lang LaSalle (NYSE:JLL) executives used the company’s first-quarter 2026 earnings call to highlight what CEO Christian Ulbrich called a “very strong quarter” to start the year, citing record first-quarter revenue and earnings driven by broad-based strength in its advisory businesses and contin

Worawith Ounpeng/iStock via Getty Images By Jennifer Nash U.S. economic growth rebounded at the beginning of 2026, according to the BEA’s latest estimate. Real GDP rose at a 2.0% annual rate in Q1, falling short of the 2.2% forecast but marking an acceleration from the 0.5% final estimate seen in Q4 of last year. Here is the opening text from the Bureau of Economic Analysis news release : Real gross domestic product (GDP) increased at an annual rate of 2.0 percent in the first quarter of 2026 (January, February, and March), according to the advance estimate released today by the U.S. Bureau of Economic Analysis. In the fourth quarter of 2025, real GDP increased 0.5 percent. The contributors to the increase in real GDP in the first quarter were investment, exports, consumer spending, and government spending. Imports, which are a subtraction in the calculation of GDP, also increased. Gross Domestic Product (GDP) Real gross domestic product (GDP) measures how fast or slowly the economy is growing and measures the inflation-adjusted value of all goods and services produced by the economy. It is considered the broadest measure of economic activity and the primary indicator of an economy's health. The Bureau of Economic Analysis (BEA) releases real GDP data on a monthly basis. There are three versions released a month apart: advance, second, and final, each incorporating data that was previously unavailable. Economists can use GDP to determine whether an economy is growing or experiencing a recession. This chart illustrates the annualized, inflation-adjusted change in U.S. gross domestic product (GDP) from the preceding quarter, with data beginning in Q2 1947. (Prior to Q2 1947, GDP was calculated annually.) For context, the chart also highlights recessions (as determined by the National Bureau of Economic Research, NBER), the historical GDP growth average of 3.19%, and the current 10-year moving average of 2.71%. A key trend is evident: the 10-year moving average of GDP ...

当地时间5月1日，Arvinas公司与其合作伙伴辉瑞共同宣布，美国食品药品监督管理局（FDA）已批准VEPPANU （vepdegestrant）用于治疗经FDA授权检测确定的、雌激素受体阳性（ER+）/人表皮生长因子受体2阴性（HER2-）、雌激素受体1（ESR1）突变晚期或转移性乳腺癌成年患者，且患者需在接受至少一种内分泌治疗后出现疾病进展。这也是FDA首次批准一种蛋白降解靶向嵌合体（PROTAC），即一种异双功能蛋白质降解剂疗法。（界面新闻）

Source: Bloomberg, 5:26

The "lock-in effect" has acted as a frozen tundra for the U.S. housing market for years. Homeowners sitting on historically low interest rates — some as low as 2.5% — refused to list their properties, unwilling to trade their "golden...

神译局是36氪旗下编译团队，关注科技、商业、职场、生活等领域，重点介绍国外的新技术、新观点、新风向。 编者按：“拒绝敏感性焦虑症”在悄悄影响你的职业生涯。本文来自编译，希望对您有所启发。 [Source Photo: Freepik] 有拒绝敏感性焦虑症（rejection sensitive dysphoria，简称 RSD）的人，遭遇相关刺激时，身体会真切难受，情绪彻底沦陷，痛苦程度远远超出事情本身该有的影响。 普通人被拒绝，能认清事实、理性消化，难过一阵子就能翻篇；但 RSD 发作时，就像被一头公牛迎面狠狠撞在胸口，还会涌上强烈的羞耻感。 美国克利夫兰医学中心将 RSD 定义为： 因失败或感受到被拒绝，产生极度强烈的情绪痛苦 。这种情绪失调，大多源于多动症（ADHD）人群童年时期长期遭受指责，进而形成的情绪失控问题。 患上 RSD，是什么感受？ 以前，RSD 彻底掌控我的职场生活，也毁掉了我的职业发展。我已经记不清有多少别人对说我“你太往心里去了”。 上班迟到，我会痛苦到极致：要么拼命解释一大堆，要么干脆彻底封闭自己。 别人回复我的邮件，语气没我发出去时热情，我立刻就会觉得自己被嫌弃、被拒绝。 我常常没法专心工作，大脑总在反复回放刚刚的人际互动画面。同事路过没随口寒暄几句，我就会默认对方讨厌我。 我还总习惯性过度道歉，总觉得马上就要被别人否定、挑剔。 RSD 让我不敢开口求助。明明很多能力不如我的人都升职了，我却因为不敢提加薪升职，白白错失机会。 一旦预感自己要被辞退，我就会抢先一步主动辞职，用这种方式，抓住最后一点掌控感。 RSD 会从多方面影响你的职业生涯。 1. 容易被误会性格差 RSD 会让人说话直白生硬。你只想快速结束社交，觉得说得越少，被挑剔、被拒绝、被背后议论的风险就越小。但说话急躁冷漠，只会被当成没礼貌，反过来又让你更容易察觉到别人的负面态度，陷入恶性循环。 2. 从不主动求助 开口求助，意味着暴露脆弱。比起被同事拒绝、被否定，你宁愿自己硬扛所有工作难题。 3. 极易陷入倦怠内耗 你既怕辜负别人、不懂拒绝工作，又因为 RSD，非要把事情做到极致完美才敢交差。活儿越堆越多，又不敢松手、不敢交付，最后必然身心俱疲，彻底耗竭。 4. 职场沟通踩雷 RSD 人群共情力极强，对情绪格外敏感，习惯用一套方式对待所有人。但职场有明确上下级，你跟领导说话像跟同...

When Malaysia’s government announced a ban on two books in mid-April, the move raised eyebrows, with some questioning the intent of Prime Minister Anwar Ibrahim’s administration and his reformist credentials. The home affairs ministry on April 16 declared that the books – one of which was a memoir of the grandmother to an ally of Anwar – were a danger to national security for containing communist elements and ideologies. The decision triggered immediate pushback, predictably from civil society...