目前122关税已被美国企业和民主党执政州告上法庭。 第一财经记者从权威信源处获悉，近日在世贸组织（WTO）的一场会议上，成员方讨论了美国关于征收进口附加费以解决国际收支逆差的议题。 美方表示，2026年2月20日，美国总统根据1974年《贸易法》第122条，对来自所有贸易伙伴的进口商品征收10%的从价进口附加税，理由是存在根本性的国际支付问题。 该附加费于2026年2月24日生效，将于2026年7月24日到期，除非美国国会立法延期。 6日，美国人口普查局发布的数据显示，在122关税生效的第一个完整月（3月），美国企业支付了83亿美元的关税。同时，自2025年3月以来，美国企业支付的关税总额已达2830亿美元，其中包括因《国际紧急经济权力法》（IEEPA）所产生的关税。 如何磋商 美方表示，已准备好在WTO国际收支限制委员会（BOP委员会）内部进行磋商。美国还要求按照WTO规则，于下个月举行磋商。 通常根据WTO规则，此类磋商应在措施通过后的4个月内进行。BOP委员会则负责与因国际收支原因而维持进口限制的WTO成员进行磋商。国际货币基金组织（IMF）通常受邀参加BOP委员会会议。 在前述会议上，各成员方欢迎美国的透明度，并表示《1994年关税与贸易总协定》（GATT）允许采取国际收支措施。 同时，成员们对这些措施的必要性及其对全球贸易的影响表示关切。他们注意到IMF在这些事项中的作用，并表示愿意参与与美国的磋商。 根据WTO的规定，面临国际收支困难的WTO成员可以根据GATT的规定实施进口限制。 不过需要指出的是， 美国是否面临所谓“严重国际收支危机”仍然存疑。 目前122关税也已经被美国企业和民主党执政州告上法庭。 特朗普政府方面辩称，只需考察所谓的“经常账户”即可，该账户涵盖了贸易逆差，以及国际投资收益、个人汇款等其他收支项目。 原告方则表示，这种解释过于狭隘，因为它遗漏了其他本应纳入计算范围的其他账户。他们并表示，国会于1974年制定相关法律时，其初衷实际上是为了解决固定汇率制度下的货币危机，当前，鉴于美国现已脱离金本位制并转而实行浮动汇率制，国际收支危机已不可能发生。 关税成本持续增加 根据美国人口普查局数据，全球贸易伙伴关系组织（Trade Partnership Worldwide）对关税进行了细分，分析显示美国的关税成本持续增加，影响到各州、各政治派别的...

Earnings Call Insights: The Honest Company (HNST) Q1 2026 Management view "Our Q1 results demonstrate that Powering Honest Growth is leading to an enterprise that is more strategically focused, growth-driven and structurally profitable." (CEO & Director Carla Vernon) "By bringing a sharpened focus to our right to win categories and channels, we delivered organic revenue growth of 3.9%." (CEO & Director Vernon) "Our adjusted gross margin of 43.5% was the strongest in our history." (CEO & Director Vernon) "Our total household penetration reached a new all-time high of 8.1%, up 50 basis points from year-end." (CEO & Director Vernon) "Our total wipes portfolio delivered consumption growth of nearly 25%." (CEO & Director Vernon) "Our Honest flushable wipes are a clear standout in our portfolio, delivering Q1 consumption growth of more than 200%" and "we are now the #4 flushable wipe brand in the category, up from the #5 spot in Q4 2025." (CEO & Director Vernon) "Our Personal Care collection delivered consumption growth of 16% in Q1" and "Honest has officially become the #2 brand across total baby personal care, jumping from the #4 position last year." (CEO & Director Vernon) "Our consumption declines in diapers were nearly cut in half, moderating to negative 9.6% in Q1 from 18.3% in Q4 2025" and "our outlook for the broader diaper category remains cautious." (CEO & Director Vernon) "Revenue was $78.1 million compared to $97.3 million in the prior year period, primarily reflecting the impact of our strategic Powering Honest Growth category and channel exits." (Executive VP & CFO Curtiss Bruce) "During the quarter, we utilized $3 million of our newly authorized $25 million share repurchase program with an additional $8.3 million deployed subsequent to quarter end." (Executive VP & CFO Bruce) Outlook "We are reaffirming our full-year 2026 outlook" including "reported revenue declines of 18% to 16% due to our strategic exits" and "organic revenue growth of 4% to 6%." (Execut...

格隆汇5月7日｜2年期日本国债收益率下跌1个基点至1.370%，5年期日本国债收益率下跌2个基点至1.855%。

Earnings Call Insights: Arcutis Biotherapeutics (ARQT) Q1 2026 Management View "We’re very excited to have submitted a supplemental NDA for ZORYVE cream, 0.05% in atopic dermatitis patients aged 3 to 24 months in April" (President, CEO & Director Todd Watanabe). "We also completed enrollment in a MUSE trial for ZORYVE foam, 0.3% in children with scalp and body psoriasis ages 2 to 11 years of age" (President, CEO & Director Watanabe). "We’ve essentially completed... the expansion of our dermatology sales force" and "began the build-out of our dedicated PCP and pediatric sales team" (President, CEO & Director Watanabe). "We continue to see strong sales performance in the first quarter with net product revenues of $105.4 million, up 65% versus the first quarter of 2025" (Chief Commercial Officer Todd Edwards). "ZORYVE’s share of total branded non-steroidal topical prescriptions" increased "to 48% in the first quarter" (Chief Commercial Officer Edwards). "Our R&D expenses were $30.6 million versus $17.5 million" and the increase was "primarily due to the $10 million milestone obligation... triggered by the dosing of the first subject in the ARQ-234 Phase I trial" (Chief Financial Officer Latha Vairavan). Outlook "We are maintaining our revenue guidance in the range of $480 million to $495 million for the full year 2026" (Chief Financial Officer Vairavan). "Looking ahead to the second quarter, we expect quarter-over-quarter net sales growth" and "continued gross to net improvements... to the low 50s as the year progresses" (Chief Commercial Officer Edwards). "We just updated the guidance in February... we don’t intend to update our guidance at least for the moment every quarter" (President, CEO & Director Watanabe). Financial Results Net product revenues of $105.4M vs. $103,661,000 (analysts’ Q1 2026 revenue estimate). "Cost of sales in the first quarter were $9.8 million" (Chief Financial Officer Vairavan). "SG&A expenses were $74.1 million" and Arcutis anticipated "a m...

X4 Pharmaceuticals press release ( XFOR ): Q1 GAAP EPS of -$0.16 beats by $0.04 . Revenue of $2.71M (-90.6% Y/Y) beats by $0.88M . Cash Position: As of March 31, 2026, the company’s cash position was $233.7 million. More on X4 Pharmaceuticals X4 Pharmaceuticals: An Undercovered Biotech Trade With A Funded Path To FDA Approval X4 Pharmaceuticals, Inc. (XFOR) Presents at Guggenheim Securities Emerging Outlook: Biotech Summit 2026 Transcript Seeking Alpha’s Quant Rating on X4 Pharmaceuticals Historical earnings data for X4 Pharmaceuticals Financial information for X4 Pharmaceuticals

Photo: VCG Samsung (China) Investment Co. Ltd. said that it will stop selling home appliances on the Chinese mainland, abandoning a market it once dominated to focus its operations on mobile phones, semiconductors and medical equipment. The retreat underscores how Chinese brands have cut into the market share of their foreign competitors, prompting the South Korean tech giant to double down on its profitable chip and artificial intelligence-powered smartphone businesses.

The yen ’s failure to breach 155 to the dollar after repeated cases of suspected intervention by Japan is raising questions over the durability of the currency’s recent advance. Multiple sharp rallies since April 30 have all petered out short of this mark before reversing some of the gains. While authorities in Tokyo have sufficient reserves to continue intervening, the price moves suggest firm demand for dollars and limits to Japan’s capacity to turn the tide in favor of the yen. The economic backdrop continues to favor dollar strength. Energy prices remain elevated, even amid hopes of a de-escalation in the Iran conflict. The Bank of Japan is more than a month away from any potential increase in interest rates, and the Federal Reserve appears no closer to cutting US rates. “The key question is whether the Ministry of Finance will continue to defend the yen or has already deployed sufficient firepower,” Oversea-Chinese Banking Corp. strategists including Moh Siong Sim wrote in a note. Intervention alone is unlikely to shift the broader trend of yen depreciation, they noted. While officials have not confirmed any intervention, people familiar with the matter have said that the government entered the market on April 30, when the yen traded above 160 — a widely seen red line. That action cost the nation some $34.5 billion, according to analysis of Bank of Japan accounts. Traders have pointed to sudden moves on May 1, May 4 and May 6 as having the hallmarks of central bank buying of the currency. “Defending the 160 level in USD/JPY appears to be a strategically weak approach, as it risks inviting a concentrated market attack,” said Ikue Saito , a strategist at JPMorgan Chase & Co. Back in 2024, Japanese authorities spent a rough total of $100 billion to buy the yen several times after the currency tumbled to around 160.17. Additional steps were taken on days when the yen reached 157.99, 161.76 and 159.45. This time around, initial intervention took place when dollar-ye...

欧盟各国与欧洲议会议员周四就一项经简化的里程碑式人工智能（AI）法规达成一致，其中包括推迟实施时间。批评人士认为，此举表明欧洲向科技巨头让步。 这项初步协议是在历经九小时谈判后达成的，未来数月内仍需获得欧盟各国政府和欧洲议会的正式批准。“今天就《人工智能法案》达成的协议，将通过降低重复性行政成本，为企业提供有力支持，”塞浦路斯欧洲事务副部长Marilena Raouna在一份声明中表示。塞浦路斯目前担任欧盟轮值主席国。 该法案于2024年8月生效，其核心条款原计划分阶段实施，此次修订属于欧盟执委会推动简化一系列数字法规举措的一部分。简化举措的出台，源于企业抱怨监管规则重叠和繁文缛节削弱了其与美国及亚洲竞争对手抗衡的能力。 责任编辑：王永生

Magnolia Oil & Gas press release ( MGY ): Q1 GAAP EPS of $0.54 misses by $0.23 . Revenue of $358.51M (+2.3% Y/Y) misses by $71.97M . Adjusted EBITDAX (1) was $252.9 million during the first quarter of 2026. Total drilling and completions (“D&C”) capital was $128.7 million, representing approximately 51% of adjusted EBITDAX. Net cash provided by operating activities was $197.6 million during the first quarter of 2026 and the Company generated free cash flow of $145.6 million. Magnolia generated operating income as a percentage of revenue (pre-tax margins) of 36% during the first quarter. Total Company production volumes in the first quarter of 2026 grew by 6% on a year-over-year basis to 102.6 thousand barrels of oil equivalent per day (“Mboe/d”) and included 40.7 thousand barrels of oil per day (“Mbbls/d”) which grew by 4% compared to the prior year period. Additional Guidance We estimate our second quarter 2026 D&C capital spending to be roughly $120 to $125 million, with total capital spending for the year reiterated in the range of $440 to $480 million. This includes an estimate of non-operated capital that is similar to 2025 levels. Our total production for the second quarter is estimated to be approximately 105 Mboe/d and we are reiterating our full-year 2026 production growth guidance of approximately 5 percent. More on Magnolia Oil & Gas Magnolia Oil & Gas: Over $700 Million In Projected FCF At Current 2026 Strip Magnolia Oil & Gas Corporation (MGY) Q4 2025 Earnings Call Transcript Magnolia Oil & Gas Corporation 2025 Q4 - Results - Earnings Call Presentation Magnolia Oil & Gas Q1 2026 Earnings Preview Magnolia Oil & Gas declares $0.165 dividend

A股三大指数震荡爬升，CPO、PCB等算力硬件概念高热带动通信、电子行业领跑，机械设备板块大涨，煤炭、油气股跌幅居前。港股连续两日显著上涨

Canadian gold miner OceanaGold Corp. is aggressively canvassing options to buy other producers and existing operations while also pursuing a strong organic growth strategy, with two new mines in development. “We have plenty to invest inside our existing portfolio, but like everyone else we’re scanning assets outside as well,” OceanaGold Chief Executive Officer Gerard Bond said in an interview Thursday. The company’s main near-term growth asset is a new underground mine at the Haile project in South Carolina, US, which will soon account for 45% of its gold production. It is also actively developing a large-scale underground mine at Waihi North in New Zealand. “We’ve got four assets already and growth within them, so we’re being patient and judicious with what we’ve swung the bat at, but we have been very active,” Bond said. A combination of higher gold prices and a strong share price has boosted the company’s search for new assets, he said. It is specifically seeking projects in Canada and Australia, as well as regions it currently operates in including the US, New Zealand and the Philippines, he added. The gold industry has seen increased deal activity in recent years, fueled by a sharp rise in prices. Bullion has nearly doubled over the past two years, hovering near $4,700 an ounce on Thursday. The latest major deal was just this week with Regis Resources Ltd. buying Vault Minerals Ltd. in an all-share transaction worth around of $7.7 billion. Toronto-listed OceanaGold also floated on the New York Stock Exchange a month ago, a move aimed at boosting liquidity and targeting larger institutional investors. Over the first quarter to March it produced 130,100 ounces of precious metal. Full year guidance remained at 520,000 to 590,000 ounces.

格隆汇5月7日｜杰富瑞将宝马的目标价从90欧元上调至92欧元。

Aura Minerals press release ( AUGO ): Q1 sales were 81,368 GEO, up 1% QoQ and 35% YoY at current prices, mainly from higher overall production, despite negatively impacted GEO conversion at Aranzazu. Revenue of $382.61M (+136.5% Y/Y) misses by $3.83M . Another Record Production Quarter: Q1 2026 total production reached 82,137 gold equivalent ounces, above previous quarter and up 37% from Q1 2025 at current metal prices. At constant prices, Aura’s quarterly production increased by 1% compared to Q4 2025 and 41% above Q1 2025. Record Adjusted EBITDA: Q1 hit US$ 243,868 (seventh consecutive quarterly record), up 17% QoQ and 199% YoY. Driven by higher production/sales and metal prices. Q1 AISC was US$1,829/GEO, up 20% QoQ at current prices and up 25% YoY. Consistent Recurring Free Cash Flow: Q1 2026 US$94,852, in line QoQ and 253% YoY. Guidance vs. Actual The Company is on track to achieve the 2026 Guidance, including Production, Cash Cost, All-in Sustaining Cost and CAPEX, as shown in the results below: Gold equivalent ounces production ('000 GEO) – 2026 Low High Q1 2026 Q1 2026 at Guidancemetal prices % Aranzazu 68 76 16 15 22% - 20% Apoena 37 44 7 7 19% - 16% Minosa 63 70 17 17 27% - 24% Almas 57 63 16 16 28% - 25% Borborema 65 77 17 17 26% - 22% MSG 50 60 9 9 17% - 14% Total 340 390 82 81 24% - 21% Click to enlarge Cash Cost per equivalent ounce of gold produced – 2026 Low High Q1 2026 Q1 2026 at Guidancemetal prices % Aranzazu 1,323 1,429 1,558 1,445 109% - 101% Apoena 1,128 1,209 1,380 1,380 122% - 114% Minosa 1,208 1,305 1,188 1,188 98% - 91% Almas 1,059 1,135 1,204 1,204 114% - 106% Borborema 1,009 1,089 1,200 1,200 119% - 110% Total ex-MSG 1,151 1,238 1,298 1,275 111% - 103% MSG 2,189 2,364 2,900 2,900 132% - 123% Total w/ MSG 1,303 1,411 1,485 1,462 112% - 104% Click to enlarge AISC per equivalent ounce of gold produced – 2026 Low High Q1 2026 Q1 2026 at Guidancemetal prices % Aranzazu 1,726 1,865 2,046 1,898 110% - 102% Apoena 1,905 2,041 2,129 2,129 112% - 1...

(RTTNews) - Indian shares were fluctuating on Thursday after posting strong gains in the previous session following reports that the U.S. and Iran are close to reaching a deal to end their conflict.

格隆汇5月7日｜据央视，巴西是全球最大的牛肉出口国之一，向全球超过170个国家和地区出口牛肉。不过，近期中东局势紧张，已导致巴西牛肉对中东国家的出口连续两个月下滑。巴西肉类出口工业协会近日在接受总台记者采访时表示，中东战事给巴西牛肉出口造成了巨大损失。据巴西肉类出口工业协会主席罗伯托介绍，巴西在3月针对中东国家的牛肉出口环比下跌超过两成。数据显示，3月，巴西对中东国家出口牛肉1.82万吨，出口额约为1.16亿美元，比起2月的2.29万吨和1.38亿美元，分别下降20.5%和15.9%。尤其是对沙特、卡塔尔和约旦的牛肉出口量，在3月分别环比下跌49.5%、55.3%和44.8%。

Earnings Call Insights: Envista Holdings Corporation (NVST) Q1 2026 Management View “Q1 was a good start to 2026 for Envista, extending momentum we built across 2024 and '25,” and “we posted 9.5% core growth in Q1,” with “ortho consumables and diagnostics…all up double digits and implants…up mid-single digits, excluding China” (CEO & Director Paul Keel). “We also completed an accretive tuck-in acquisition in our implants platform,” adding that Versah’s “patent-protected solution” in osseodensification “integrates seamlessly into our existing clinical education and go-to-market strength,” and “the acquisition is expected to be accretive to Envista in terms of growth, margin, EPS and valuation multiple” (CEO & Director Keel). “This in turn gives us confidence in extending the share repurchase program…Our board recently authorized an incremental $300 million addition to the program,” and “our continued momentum and strong start to the year give us confidence in reaffirming the 2026 guidance that we issued on our Q4 2025 call” (CEO & Director Keel). “In the first quarter, we delivered sales of $706 million,” “adjusted gross margin was 55.8%,” “adjusted EBITDA…margins for the quarter of 14%,” and “adjusted EPS in the quarter was $0.36” (Senior VP & CFO Eric Hammes). Outlook “We are reaffirming our 2026 guidance range of 2% to 4% core growth, 7% to 13% adjusted EBITDA growth, EPS of $1.35 to $1.45 and approximately 100% free cash flow conversion” (Senior VP & CFO Hammes). “You have to balance…a pretty good track record now of consistent performance” against “the frequency and amplitude of the geopolitical shifts,” and “reaffirming 2026 guidance is the most appropriate outlook to provide at this point” (CEO & Director Keel). “We expect a similar negative impact year-over-year from 4 fewer billing days in Q4 2026,” and “we expect quarterly tariff costs to be similar going forward in 2026 with the new global tariffs effectively replacing the prior IEEPA tariffs” (Senior VP &...

peshkov/iStock via Getty Images Though the S&P 500 continues to stretch to new all-time highs seemingly every day in the wake of lingering geopolitical and macroeconomic headwinds, large swaths of the software sector still remain in deep bear market territory. Investors have sold off software stocks in droves to reallocate capital to hardware names, particularly the semiconductor/chip stocks that are directly supplying the data center boom. But amid the wholesale re-rating of the software sector, deep bargains abound even if there is greater execution risk now. Klaviyo ( KVYO ), a CRM and email marketing company, recently plummeted more than 30% despite reporting a Q1 beat and raise. Over the past year, the stock has lost roughly half of its value, shaving off ~$5 billion in market cap. The question for investors now is: How much truth is there in the "SaaSpocalypse" narrative specifically pertaining to this company, and can it rebound? Data by YCharts I last wrote a "Buy" article on Klaviyo in February, when the stock was trading in the high teens. The company attempted a rebound alongside the broader markets in April, but the post-Q1 crash has now positioned the company at multi-year lows. I'll be blunt: though I'm certainly disappointed in the performance in this stock and though my "B uy" call was definitely premature, I see no red flags in the company's performance that justify the rampant fears in this name. I'm reiterating my "Buy" rating on this name. There are two factors to consider that justify a "B uy" on this name and that help to dispel the narrative of fear that clouds this stock. The first, and the major elephant in the room, is the company's conservative guidance for Q2. Q1 was a "beat and raise": the company boosted its full-year FY26 growth expectations to $1.51-$1.52 billion in revenue, or 23% growth (from a 22% midpoint previously). But where investors honed in on was the implied deceleration to 23%-24% revenue growth in Q2, which would mark fou...

Earnings Call Insights: Zevia PBC (ZVIA) Q1 2026 Management view "We're off to a strong start to the year with record sales growth of 21% and adjusted EBITDA of approximately $1 million, both exceeding our expectations for the quarter." (CEO, President & Director Amy Taylor) "In March, we announced Zevia's biggest marketing news to date, a partnership with Grammy and Billboard Music award-winning artist, Cardi B." (CEO, President & Director Amy Taylor) "The partnership announcement alone generated 152 million editorial impressions in just the first week." (CEO, President & Director Taylor) "While still early, initial reads show that our new items are outperforming medium velocities for our broader portfolio." (CEO, President & Director Amy Taylor) "At two top national retailers, for example, these items are driving incrementality of 38% and 53%, respectively." (CEO, President & Director Taylor) "In the first quarter, we executed a successful national Costco rotation, broadening our reach to new consumers in emerging markets where we see potential for year-round distribution or additional rotations." (CEO, President & Director Amy Taylor) "Kroger has expanded our in-store distribution, adding incremental flavors and boosting Zevia's visibility." (CEO, President & Director Taylor) "For the first quarter, net sales grew 21.2% to $46.1 million." (EVP, CFO & Principal Accounting Officer Girish Satya) "Gross margin was 48.4%, a 170 basis point decline from a record high of 50.1% in the first quarter of last year." (EVP, CFO & Principal Accounting Officer Satya) Outlook "We are raising our full year net sales guidance to between $170 million to $175 million, reflecting 7% growth at the midpoint of the range." (EVP, CFO & Principal Accounting Officer Girish Satya) "As a reminder, our net sales outlook reflects the planned discontinuation of our tea line, which we expect to impact growth by 1-point to 1.5 points." (EVP, CFO & Principal Accounting Officer Satya) "We now expec...

Earnings Call Insights: Hudson Technologies (HDSN) Q1 2026 Management View "The first quarter is typically slow for our industry. But for Hudson, it was about executing on the operational and organizational progress we need to create the foundation for healthy, diversified growth in the years ahead," said (President, CEO & Chairman of the Board Kenneth Gaglione), pointing to "launching our ERP system" and "the signing of a license agreement for the reclamation and resale of our next-generation refrigerants." "We kicked off the 2026 selling season with revenue growth of 9% to $60.2 million," (CEO Gaglione) said, attributing the start to "strong sales volume and firming HFC prices" as well as "unseasonably warm temperatures" and "some uncertainty in global supply lines driving demand." "The ERP system is now integrated and functional," (CEO Gaglione) said, adding, "while we do expect to continue optimizing it for most of this year, we do not expect any major disruptions." "We also restructured the management team," (CEO Gaglione) said, including "the promotion of Rob Stoody to Senior Vice President of Operations" and moving "Kirk Reimer" into "Vice President of Sales & Marketing" with "a renewed emphasis on building our core marketing organization and supporting focused growth in the services component of our business." "Regarding the status of our rescinded DLA contract, Hudson continues to support DLA," (CEO Gaglione) said. "We cannot predict the outcome, but we remain confident in our successful track record servicing the DLA and expect a favorable outcome when the analysis is complete." "We recorded net income of $300,000 or $0.01 per diluted share," said (CFO & Secretary Brian Bertaux), and added, "the company's unlevered balance sheet remains strong at March 31, 2026, with $19 million of cash." Outlook "We are still sticking with our overall guidance of, say, mid-25s for margin overall," (CEO Gaglione) said, framing Q1 margin as "a low point for the year" with a...

大行評級丨Morgan Stanley：百濟神州首季業績優於預期，美股目標價調升至395美元 bitget.com

以色列軍方突襲黎巴嫩首都貝魯特，是以黎停火以來貝魯特首次遇襲，據報真主黨一名指揮官被炸死。 在貝魯特南部郊區當地周三晚多幢建築物被以軍炸毀，救護人員到場搜救。在以色列總理內塔尼亞胡及防長卡茨批准下，以軍恢復空襲貝魯特，是自上月17日以黎雙方停火生效以來，貝魯特首次遭以軍空襲。 黎巴嫩南部沿海村莊薩克薩基耶，周三亦有多棟房屋在以軍空襲中被摧毀，多輛汽車被毀，造成4人死亡，三十多人受傷。 同樣在黎巴嫩南部的納巴提耶，以軍空襲摧毀一個村莊，整個社區建築被破壞，現場冒出黑煙，救援人員在廢墟中搜救。 黎巴嫩發布警告，要求南部12個村莊居民撤離。以軍方表示在過去24小時內，對真主黨基礎設施及成員進行了約50次空襲。以軍評估黎巴嫩真主黨精銳武裝部隊一名指揮官已被殺。 以黎雙方在上月17日實施臨時停火十天，到了23日再延長三周，但雙方局勢依然緊張。黎巴嫩總理薩拉姆表明，不尋求跟以色列關係正常化，又稱目前會晤內塔尼亞胡是言之尚早，跟以方高級別接觸需要有充分準備。

Inkpen, Berkshire: There is far less birdsong now than in Lillian Watts’s day, but it is down to her that there is any at all Lillian Watts’s bench has fallen into disrepair, so instead I sit on Arthur’s Seat on the common. Warmth rises from the heath, even on this chilly spring morning, and a lizard creates curvaceous lines under the dry, still-dormant heather. It is both Lillian’s and my birthday, though she died in 1989, aged 93. I play a recording of her from 1975, from the village’s history society. Poet, potter, English teacher, naturalist and formidable campaigner, she, along with villagers such as Arthur Cooke (1898-1980), saved this place from development. Lillian’s voice is measured, soft and annunciated, with the clipped vowels of her time. Continue reading...

美國總統特朗普表示，跟伊朗對話非常有成效，雙方很快會達成協議，伊朗據報將於今天回應美國提出旨在結束戰事的方案。而美方繼續對伊朗進行海上封鎖，出動戰機向一艘試圖突破封鎖的伊朗船開火。 美軍中央司令部周三在社交平台表示，伊朗一艘未裝載貨物的運油輪哈斯娜號當天試圖突破美軍封鎖，途經國際水域，駛向阿曼灣沿岸一個伊朗港口。美軍多次發出警告，稱其違反美國的封鎖令。在哈斯娜號多次無視警告後，美軍航母林肯號搭載的F/-18超級大黃蜂戰機，向哈斯娜號發射數發20毫米口徑機炮炮彈，擊中船舵，使其無法繼續航行。美軍中央司令部強調，美國針對試圖進出伊朗港口船隻，所實施的封鎖依然全面有效；又在社交平台發放照片，展示航母布殊號參與針對伊朗的海上封鎖。 美國總統特朗普周三在白宮宣稱在過去24小時內，美伊雙方進行非常有成效的對話，最終很有可能達成協議。他重申伊朗很希望達成協議，以結束戰事。 美國總統特朗普說︰「我們在應付一些極想達成協議的人，且看他們能否滿足我方要求。假若他們不同意,將來亦會屈服。」 他同日在社交平台帖文警告，若伊朗拒絕達成協議，美軍將會恢復轟炸伊朗，規模和強度比之前更大。 特朗普又接受美國公共廣播公司訪問，指協議內容可能包括伊朗同意將其高濃縮鈾運往美國，並承諾地下核設施不再運作等。 美國新聞網站Axios，早前引述知情人士披露，美方認為跟伊朗接近達成，旨在結束戰事，有一頁紙長的諒解備忘錄。據報涉及14則條款，包括伊朗承諾暫停鈾濃縮活動，美國同意解除制裁，並解凍數十億美元伊朗資產，以及雙方解除對霍爾木茲海峽的通航限制。 伊朗外交部稱當局正審視美國方案，之後向巴基斯坦轉達意見。德黑蘭強調美國要真誠談判，而非敲詐或脅迫。美國有線新聞網絡CNN引述消息報道，伊朗周四將透過調解方，回應美國的方案。

Recent share performance and business mix Tencent Holdings (SEHK:700) has seen its share price under pressure recently, with the stock showing negative returns over the past week, month and past 3 months, which may prompt investors to reassess the business. At a last close of HK$463.00, the company’s market value stands at about HK$4.18b, supported by annual revenue of HK$751.77b and net income of HK$224.84b, according to the latest available figures. Tencent’s value-added services segment...

Sanoma's Q1 2026 Interim Report was published on 7 May.

Sanoman Q1 2026 osavuosikatsaus julkaistiin 7.5.2026

Getty Images After Tempus AI, Inc. ( TEM ) reported Q4 earnings back in late February, I expressed my view that investors should have bought the dip as I reiterated my bullish view. In that analysis I found robust testing stats as well as a positive adjusted EBITDA figure, and so I viewed the contraction in the valuation as a prime entry opportunity. Since then, my buy rating hasn't worked particularly well, especially after the declines on the current trading day (May 6th). Tempus AI reported their Q1 earnings just yesterday, and so it seems that the stock is reacting to these results. Today, I have decided to provide an update to see whether the bull thesis is still intact or not. Seeking Alpha Below, it is shown that Tempus AI has a large long-term opportunity ahead of them. For Q1 specifically, testing numbers were slightly mixed as a result of some temporary weakness in Hereditary. Meanwhile, the financials were also somewhat mixed as top line growth decelerated but losses narrowed. While near term guidance remains a little disappointing, Tempus AI still seems well positioned, as they have a sizable TCV as well as an impressive revenue retention rate. With the valuation even lower than where it was in my previous article, I continue to hold a bullish view on the stock despite some imperfect current fundamentals. Reach is Impressive Tempus AI Q1 Presentation Tempus AI is really still a very young company that was started just over a decade ago, and so it's quite impressive how great their reach is already. As you can see on the right , they have more than 500 petabytes of data, and as you know, data drives intelligence. Adoption has also been strong, with both academic medical centers and current oncologists using their data to ultimately create better diagnoses and treatment for patients. Just in late April, the company and USC announced a collaboration to "accelerate AI-driven precision medicine." The fact that adoption numbers have been so strong shows that T...