当地时间5月6日上午，伊朗霍尔木兹甘省省长办公室公共关系部发布消息称，格什姆岛传出拦截小型飞行器和侦察无人机的声音。该部门表示，其间“并未造成任何撞击、损坏或爆炸”。格什姆岛是伊朗最大岛屿，位于霍尔木兹海峡北侧。尽管美以伊4月8日达成临时停火协议，但伊朗防空系统近几周仍多次拦截无人机，其中多发生在德黑兰上空。（央视新闻）

Jefferies Maintains Astera Labs(ALAB.US) With Buy Rating, Raises Target Price to $270 Moomoo

Fresenius SE reported quarterly results that narrowly missed expectations as pricing pressure in China weighed on its clinical nutrition business. First-quarter earnings rose by 6% to €678 million ($795 million) before interest and taxes and on constant currency terms, the German company said Wednesday. That was below the €686 million average of analyst estimates compiled by Bloomberg. Revenue also grew slightly less than expected, even as strong performance in its Helios hospital business and intravenous drug unit Kabi supported overall growth. Fresenius confirmed its outlook for the year. Chief Executive Officer Michael Sen has been reshaping the company’s once-sprawling portfolio and is trying to drive profit by focusing on two units — Kabi, which makes biosimilars, medical devices and intravenous drugs, and the Helios hospital business. He reduced the company’s stake in dialysis provider Fresenius Medical Care AG last year. The hospital business, which is active in Spain and Germany, saw steady patient activity and benefited from surcharges on publicly insured patients in Germany. The unit has implemented an efficiency program that generated roughly €100 million in cost savings in 2025, following the end of energy-relief funding last year. Kabi, the more profitable unit, was supported by its biosimilar portfolio — copy-cat versions of off-patent drugs. The rheumatoid arthritis treatment Tyenne was a key driver, with strong uptake in the US and Europe. However, the unit was weighed down by pricing pressure in China, where a state tender reduced revenues for medical nutrition product Ketosteril. Helios could face headwinds from planned German healthcare reforms, which aim to curb cost growth across the system. While Fresenius acknowledged the sector pressure, it sees Helios as well positioned due to discipline on costs and investments in artificial intelligence. Fresenius also said it’s investing in Avelios Medical together with SAP SE , Europe’s largest software ...

财联社5月6日讯（记者 李拥军） 可孚医疗（301087.SZ；01187.HK）今日上午在香港联合交易所主板挂牌上市，成为又一家"A+H"湘股公司。 公司董事长张敏在上市仪式上表示，“香港上市是企业全球化战略的关键一步”，公司将依托“A+H”双平台，更好整合全球创新、市场与资本资源，让中国家用医疗的成果惠及更多民众。 可孚医疗本次H股IPO共发行2700万股，募资总额约为10亿港元。值得关注的是，蓝思科技（300433.SZ）作为可孚医疗港股IPO的基石投资者之一，公司董事长周群飞今日在港交所现场见证敲钟。 作为一家2009年起深耕家用医疗器械赛道的民营企业，可孚医疗在产业与资本双赛道进步显著。2021年10月，可孚医疗登陆深交所创业板，当时的超募资金创下湖南民营上市公司之最。 目前，可孚医疗已构建起覆盖健康监测、康复辅具、呼吸支持、医疗护理、中医理疗五大领域的产品体系，形成超过200个产品类别、上万个产品品规的完整矩阵。 财报显示，公司2026年一季度实现营业收入10.12亿元，同比增长37.22%；扣非净利润0.94亿元，同比增长36.88%。 2025年，可孚医疗实现营业收入33.87亿元，同比增长13.56%；归属于上市公司股东的净利润3.72亿元，同比增长19.20%。 公司方面介绍，公司已建成三大研究院，研发人员超360人，累计授权专利超700项。公司每年推出100多款新品上市，智能网联呼吸机、背背佳矫姿带、智能助听器、血糖监测系列等多个战略单品，已实现从“渠道驱动”向“研发驱动”的深度转型。 2025年底，公司自主研发成果发表于国际顶级期刊《Biosensors and Bioelectronics》。通过创新电极结构设计，公司实现了“一滴血、一次操作、同步检测血糖和尿酸”，填补了全球技术空白。 2026年2月，公司设立可孚智能研究院，围绕算法、硬件与数据融合构建底层技术能力，并规划推出内部大模型1.0版本，推动AI能力向产品端持续渗透。此外，可孚医疗还在脑机接口领域布局，参股纽聆氪医疗、力之智能，将前沿科技转化为康复利器，为失聪、失明、神经损伤患者带来新希望。 近年来，可孚医疗也在加快国际市场开拓。2025年，境外业务实现收入约3亿元，同比增长超过400%。2025年，可孚医疗先后完成对上海华舟与香港喜曼拿的收购。前者在欧美市场拥有成熟客户网络，后...

格隆汇5月6日｜伊朗外交部：我们谴责阿联酋与美国等敌对势力勾结针对伊朗，包括继续为其军事基地和装备提供场所，我们就这一局势对地区和平与安全造成的危险后果发出警告。

周三美元兑日元汇率无端骤然走低，交易人士纷纷揣测日本当局疑似出手抛售美元。截至目前，日方仍不愿承认进行汇市干预，但自上周汇率在160关口附近掉头回落以来，外汇交易员始终保持高度警惕。市场同时留意，根据国际货币基金组织的指导方针，日本在11月前还有两次为期三天的干预机会，以维持其汇率自由浮动的地位。 责任编辑：王永生

Lumine Group press release ( LMN:CA ): Q1 GAAP EPS of $0.07. Revenue increased 17% to $208.3 million compared to $178.7 million in Q1 2025 (including -2% organic growth after adjusting for foreign exchange impacts). Cash flows from operations decreased $20.3 million to $19.8 million compared to $40.1 million in Q1 2025, representing an decrease of 51%. More on Lumine Group Lumine Group's Synchronoss Acquisition And Compressed Valuation Warrant A Contrarian 'Buy' Historical earnings data for Lumine Group Financial information for Lumine Group

美国高盛集团日前发布的一份研究报告显示，当前全球石油库存正接近达到8年来的最低水平，库存下降速度不一、地区分配不平衡，引发人们对部分地区成品油率先出现供应短缺的担忧。高盛在报告中预计，包括陆上、海上原油储备和成品油库存在内，全球石油总库存目前能够满足101天的需求总量，到5月底可能仅能满足98天的需求总量。成品油方面，全球库存在中东战事爆发前可以满足50天需求，目前仅能满足45天需求。（新华社）

Microsoft's 2026 Work Trend Index finds workers are racing ahead with AI while their companies' systems lag.

五一黃金周期間，四川一名女子玩高空項目時，懷疑安全設備有問題，從高處墮下身亡。 現場是華鎣市瑪琉岩探險公園，提供名為「瀑布鞦韆」的活動。剛過去周日，一名女子懷疑未綁好安全繩，踏在懸崖後不久，安全繩突然鬆脫，女子隨即墮崖，送院途中不治。 內地傳媒報道，瀑布距離地面至少168米。當局初步確定，事件屬企業生產安全責任事故，正依法依規調查，涉事公園停業整頓。

TYRA 8-K及美國證券交易委員會申報文件 Yahoo 財經

俄羅斯與烏克蘭各自實施單方面停火前夕，繼續互相攻擊。烏克蘭周二有至少27人死於俄軍空襲，俄羅斯亦聲稱攔截近300架烏軍無人機。 在烏克蘭東南部城市扎波羅熱，周二有建築物遭俄羅斯空襲後起火冒煙，有傷者被抬離現場。烏克蘭當局表示，俄羅斯利用空投炸彈，以及攻擊無人機，轟炸扎波羅熱，造成30多人死傷。位於扎波羅熱東北部的克拉馬托爾斯克，亦遭俄軍襲擊，至少十多人死傷。 俄羅斯國防部亦表示，俄方境內有18個地區周二遭烏克蘭無人機及導彈攻擊，包括距離烏克蘭約1,500公里的切博克薩雷，有民眾拍到無人機撞向建築物。 俄羅斯早前宣布為了紀念衛國戰爭勝利日，並配合莫斯科紅場閱兵，本周五至周六短暫停火。作為回應，烏克蘭決定自行提前周三停火，但無公布結束時間。 正在巴林訪問的烏克蘭總統澤連斯基，批評俄羅斯公布停火時間後仍然發動攻擊，強調必須採取實質步驟，才可以實現和平。 聯合國秘書長古特雷斯的發言人歡迎俄烏分別宣布單方面停火，呼籲雙方全面、立即、無條件、持久停火。 另外，美國國務院公布，國務卿魯比奧周二應約與俄羅斯外長拉夫羅夫通電話，討論美俄關係、俄烏戰爭及伊朗。俄羅斯外交部指，兩人就現今國際局勢、俄美關係交換意見，形容對話有建設性。

有統計顯示，強積金四月份人均賺逾2萬元。 有強積金研究機構統計，四月強積金投資回報百分之6.3，相當於每名「打工仔」強積金戶口賺20,231元。今年以來，人均賺13,742元。 單計四月份，三大主要基金類別均錄得回報，以股票基金的升幅最大，升近百分之9。今年以來累升逾半成。其中，亞洲股票基金上月升幅達到一成六，大中華股票基金升一成四，內地及香港科技股短期盈利受壓，令香港股票基金上月升幅相對較細。 機構表示，儘管美伊和談進展反覆，但市場傾向相信霍爾木茲海峽最終會解封，樂觀預期令環球資產回升，美國企業季度盈利超預期，亞洲則受惠人工智能供應鏈支撐，看好美股及亞洲股票基金表現。

有統計顯示，強積金四月份人均賺逾2萬元。 有強積金研究機構統計，四月強積金投資回報百分之6.3，相當於每名「打工仔」強積金戶口賺20,231元。今年以來，人均賺13,742元。 單計四月份，三大主要基金類別均錄得回報，以股票基金的升幅最大，升近百分之9。今年以來累升逾半成。其中，亞洲股票基金上月升幅達到一成六，大中華股票基金升一成四，內地及香港科技股短期盈利受壓，令香港股票基金上月升幅相對較細。 機構表示，儘管美伊和談進展反覆，但市場傾向相信霍爾木茲海峽最終會解封，樂觀預期令環球資產回升，美國企業季度盈利超預期，亞洲則受惠人工智能供應鏈支撐，看好美股及亞洲股票基金表現。

日元兑美元汇率一度上涨1.2%，至156.06，重拾日本当局干预汇市引发的涨势。注：4月30日，日本政府自2024年以来首次干预汇市，推动日元飙升。 责任编辑：王永生

Sany Heavy Industry Co. is considering an initial public offering for one of its units in Hong Kong, according to people familiar with the matter. The electric truck maker, Hunan Xingbida Network Technology Co. , could raise about $500 million in an IPO, the people said, asking not to be identified because the information is private. Deliberations are ongoing, they said. Sany Heavy didn’t respond to requests for comment. Read More: Chinese Truck Drivers Are Going Electric as Gas Prices Soar Competitor Xuzhou XCMG Automobile Manufacturing Co. is also exploring a listing in Hong Kong to raise as much as $500 million, people familiar with the considerations said last week . Sany Heavy raised about HK$13.5 billion ($1.7 billion) in an October share sale in Hong Kong, the world’s top market for IPOs. After gaining as much as 49%, the shares are now up only about 3% since their debut. Sany Heavy’s been listed in mainland China much longer. It has a market value of nearly $28 billion. Almost $20 billion has already been raised in Hong Kong IPOs this year. Some of the billion-dollar-plus listings include Nvidia Corp. supplier Victory Giant Technology Huizhou Co., Muyuan Foods Co. and Eastroc Beverage Group Co.

Chinese heavy equipment manufacturer Sany Group is considering a Hong Kong initial public offering for its electric truck business, according to people familiar with the matter. The electric truck maker, Hunan Xingbida Network Technology Co. , could raise about $500 million in an IPO, the people said, asking not to be identified because the information is private. Deliberations are ongoing, they said. Sany didn’t respond to requests for comment. Read More: Chinese Truck Drivers Are Going Electric as Gas Prices Soar Competitor Xuzhou XCMG Automobile Manufacturing Co. is also exploring a listing in Hong Kong to raise as much as $500 million, people familiar with the considerations said last week . Sany Group’s main listed arm, Sany Heavy Industry Co. , raised about HK$13.5 billion ($1.7 billion) in an October share sale in Hong Kong, the world’s top market for IPOs. The Hong Kong-traded shares jumped 8% Wednesday, their biggest intraday gain since April 8. Sany Heavy is also listed in mainland China and has a market value of $28 billion. Almost $20 billion has already been raised in Hong Kong IPOs this year. Some of the billion-dollar-plus listings include Nvidia Corp. supplier Victory Giant Technology Huizhou Co., Muyuan Foods Co. and Eastroc Beverage Group Co.

AMD Shares Rise 16% As AI Chip Revenue Growth Accelerates The Information

DNLI 8-K及美國證券交易委員會申報文件 Yahoo 財經

(RTTNews) - Suncor Energy (SU) reported first quarter net income of C$2.1 billion compared to C$1.7 billion, prior year. Earnings per share was C$1.77 compared to C$1.36. Adjusted operating earnings increased to C$2.3 billion from C$1.6 billion. Adjusted operating EPS was C$1.93

York Water press release ( YORW ): Q1 GAAP EPS of $0.33 misses by $0.08 . Revenue of $20.07M (+8.7% Y/Y) misses by $0.83M . More on York Water York Water: Dividends Minted Since 1816 210 Years Of Dividends: York Water Western states look to desalination deals as Colorado River crisis deepens: WSJ Small-Cap rutility stocks ranked by quant ratings after earnings season Seeking Alpha’s Quant Rating on York Water

Equinor (OSE:EQNR, NYSE:EQNR) delivered an adjusted operating income* of USD 9.77 billion and USD 2.86 billion after tax* in the first quarter of 2026. Equinor reported a net operating income of USD 8.78 billion and a net income of USD 3.10 billion. Adjusted net income* was USD 3.70 billion, leading to adjusted earnings per share* of USD 1.48.

Equinor (OSE:EQNR, NYSE:EQNR) leverte et justert driftsresultat* på 9,77 milliarder USD og 2,86 milliarder USD etter skatt* i første kvartal 2026. Det rapporterte driftsresultatet var 8,78 milliarder USD, og resultatet for perioden var 3,10 milliarder USD. Det justerte resultatet* var 3,70 milliarder USD, som ga et justert resultat per aksje* på 1,48 USD.

据阿联酋媒体6日报道，迪拜一在建建筑物起火。社交媒体画面显示，现场出现大量浓烟。火灾原因尚不明。（新华社）

Topicus.com press release ( TOI:CA ): Q1 revenue increased 23% (5% organic growth) to €435.7 million compared to €355.6 million in Q1 2025. Net income decreased to €55.1 million (€0.41 on a diluted per share basis) from €70.1 million (€0.54 on a diluted per share basis). Cash flows from operations increased €9.0 million to €280.5 million compared to €271.4 million in Q1 2025 representing an increase of 3%. More on Topicus.com Historical earnings data for Topicus.com Financial information for Topicus.com

Palantir Technologies (PLTR) Q1 earnings: Taking a look at key metrics versus estimates MSN

铁路“五一”假期运输自4月29日启动到今天结束。记者从国铁集团了解到，为期8天的全国铁路“五一”假期运输，累计发送旅客约1.58亿人次，多项指标创出新高。今年“五一”假期叠加各地中小学春假，旅游、探亲、休闲等出行需求旺盛，铁路客流保持高位运行，假期首尾以长途客流为主、中间以短途客流为主。（央视新闻）

Viemed Healthcare press release ( VMD ): Q1 GAAP EPS of $0.06 misses by $0.03 . Revenue of $75.41M (+27.5% Y/Y) beats by $1.01M . Adjusted EBITDA for the quarter ended March 31, 2026 totaled $14.3 million, a 12% increase as compared to the quarter ended March 31, 2025. Net cash provided by operating activities totaled $8.1 million for the quarter and $57.1 million for the trailing twelve months ended March 31, 2026. Free cash flow totaled $2.6 million for the quarter and $36.3 million for the trailing twelve months ended March 31, 2026. The company's ventilator patient count totaled 12,089 as of March 31, 2026, an increase of 2% over March 31, 2025. Updated Full Year 2026 Guidance (all dollar amounts are USD): The Company is updating its full-year 2026 guidance to reflect increased forecasting precision and favorable trends in new patient starts, which support a narrowing of the revenue range. The Company is also updating its net capital expenditure outlook to reflect the continued shift in revenue mix toward less capital-intensive service lines, which is producing a structurally lower level of capital intensity than originally anticipated. Adjusted EBITDA guidance is reaffirmed. Net revenue is now expected to be in the range of $312 million to $320 million vs. cnsensus of $315.45M , narrowed and raised from the prior range of $310 million to $320 million. Adjusted EBITDA is expected to be in the range of $65 million to $69 million. Net capital expenditures are now expected to be in the range of 9% to 10.5% of net revenue, updated from the prior range of 10% to 11.5%. More on Viemed Healthcare Viemed Healthcare, Inc. (VMD) Q4 2025 Earnings Call Transcript Viemed Healthcare, Inc. 2025 Q4 - Results - Earnings Call Presentation Viemed Healthcare Q1 Earnings Preview Viemed Healthcare reports mixed Q4 results; introduces FY26 outlook Seeking Alpha’s Quant Rating on Viemed Healthcare

财联社5月6日讯（记者 林坚） 国际业务渐成券商业绩增长的重要因素之一，同时，卖方研究业务也在加速推进全球化布局。 华泰证券 5月5日就又有国际化动作的公告。公司通过旗下子公司华泰金融控股（香港）与印尼头部国有金融集团BNI旗下券商BNI证券达成战略双向合作，通过印尼本地券商向当地投资者提供覆盖宏观、策略、个股的全维度报告，借助BNI证券等本地机构的深耕优势，实现印尼市场研究价值的深度转化。 整体来看，券商研究出海在海外客户覆盖、跨境调研开展、专题研究落地等方面的实际推进情况较为平稳，并不是大爆发的局面。 券商国际业务整体以“香港为核心、亚太为重点、全球多点突破”为核心布局框架，头部机构率先锚定打造国际一流投行的战略目标，制定分阶段、阶梯式的全球化推进路径，以香港市场作为跨境展业的枢纽支点，逐步向亚太区域延伸、向全球市场覆盖，同时核心推进境内外业务一体化建设，通过统一资源配置、服务标准与业务流程，打通境内外研究、服务与产品体系，搭建全天候、跨市场联动的全球服务网络，夯实跨境展业的底层架构。 长期来看，卖方研究将随券商出海步伐，向区域本土化、研究专业化深化，深度参与全球金融研究竞争。部分分管研究的券商高管认为，这一过程更契合监管培育国际一流投行的目标。 研究业务出海现状 财联社此前已多次报道券商研究业务出海的情况。综合已披露的2025年券商年报最新情况，在研究出海的推进过程中，券商围绕境内外协同、研究体系重构、本土化能力建设搭建了核心打法框架，同时各家机构也形成了差异化的推进路径。 4月， 中信建投 证券就组织南美交流活动，远赴秘鲁、巴西两国，对中资企业出海、供应链产业链安全及当地营商环境开展专题交流。 东吴证券 通过香港子公司拓展海外研究覆盖， 国联民生 则聚焦海外市场政策与环境研究，开发适配国际需求的研究产品，推动研究成果的全球化输出； 广发证券 以跨境一体化为引领，调动内地和香港两地研究、销售团队协同开展工作，截至2025年末，公司覆盖海外重点公司232家，较2024年末增加近四成。 接受财联社采访的六家券商研究所大多认为，研究出海并非短期业务扩展，而是一项需要长期投入的系统性能力建设。2025年中资券商的国际业务收入实现大爆发，头部券商均在进一步整合和优化国际化业务布局。 不同梯队券商结合自身禀赋形成了差异化的落地打法。 一方面，头部券商聚焦全球品牌影响力建设...

Erik Isakson Blue Owl Capital ( OWL ) is evaluating a potential sale of the Asia operations of its portfolio company Stack Infrastructure in a deal that could exceed $30B, according to a Bloomberg report that cites people familiar with the matter. Stack is exploring options including a partial or full divestment of assets across key Asia-Pacific markets such as Australia, Japan, and Malaysia. The discussions with prospective advisers are at an early stage, and no final decision has been made, the report added . Other infrastructure-focused funds and industry players might be interested in Stack, as the appetite for data center assets in Asia remains robust. Denver-based Stack operates a network of data centers across major Asia-Pacific hubs, including Tokyo, positioning it to benefit from hyperscale and enterprise demand in the region. Deal activities around data centers have been prominent; in April, Bain Capital was seeking to sell at least 40% of Bridge Data Centres at $5B. While AirTrunk has engaged banks for a potential Singapore REIT listing that could raise over $1B later this year. This potential transaction comes weeks after Blue Owl ( OWL ) told investors it would limit withdrawals from two funds following a surge in redemption requests in Q1, underscoring pressure across the private credit sector. Private credit managers have faced heightened scrutiny amid a recent market downturn, as investor concerns over valuations and underwriting standards. More on Blue Owl Capital Blue Owl Capital: Getting 1,000 Shares Of Exposure At A Fraction Of The Cost Blue Owl: No Distress Detected Blue Owl: Time To Get Really Greedy Blue Owl set for growth as private credit fears overdone, Burdis says—CNBC interview Blue Owl sold half of its stake in SpaceX at a $1.25T valuation