Donny DBM/iStock via Getty Images Market review The Fund's benchmark, the MSCI Emerging Markets Index (net), declined 0.17% in US dollar terms in 1Q26. Early strength gave way to bouts of risk-off sentiment, including a sharp drawdown in March following the outbreak of war with Iran. Performance across countries was uneven. On the positive side, South Korean equities benefited from robust demand for semiconductors from artificial intelligence (AI) related businesses and investor optimism toward corporate governance reforms. Strength in the technology sector also supported equity performance in Taiwan, while rising oil prices drove the energy sector higher in Brazil. In contrast, equities in India and Indonesia experienced double-digit negative returns, reflecting investors' concern with economic headwinds arising from higher energy prices and currency weakness. China also underperformed the benchmark amid still-soft domestic demand and cloudy earnings outlooks in the communication services and consumer discretionary sectors. Market performance in the Middle East was mixed with the United Arab Emirates (UAE), Qatar, and Kuwait posting negative returns, while Saudi Arabian equities managed to outperform the benchmark. Among sectors, information technology (IT) and energy outperformed the benchmark. In contrast, the communication services and consumer discretionary sectors underperformed. Within the Fund Nomura Emerging Markets Fund Institutional Class Shares outperformed its benchmark, the MSCI Emerging Markets Index (net), during 1Q26. The Fund benefited most from its exposure to South Korean industrial company SK Square Co. Ltd. The company's net asset value (NAV) increased due to the rising value of its investment in SK Hynix Inc. ( HXSCL ) In addition, the company's improved shareholder return policy contributed to narrowing its NAV discount. In the IT sector, shares of SK Hynix Inc. and Samsung Electronics Co. ( SSNLF ) Ltd. outperformed the benchmark. Strong dem...

Key PointsX-Energy is developing small nuclear reactors for industrial use and data centers.

现货白银涨超1%，现报78.31美元/盎司；COMEX白银期货涨超2%，现报78.86美元/盎司。

Is Amazon (AMZN) a Must-Buy Stock with the Strongest 1Q2026 Earnings Beats? Insider Monkey

In recent months, American Eagle Outfitters filed a preliminary proxy for its June 26, 2026 virtual annual meeting, reported record US$5.50 billion Fiscal 2025 revenue with positive comparable sales fueled by Aerie, moved to wind down its Quiet Platforms third-party logistics business, and authorized a US$200.00 million accelerated share repurchase program. At the same time, the company has shifted from an “anti-Amazon” posture to using Amazon’s platform to extend its e-commerce reach and...

《大行》中銀國際：百濟神州(06160.HK)首季業績勝預期重申「買入」評級財經新聞Financial News AASTOCKS.com

《大行》中銀國際：百濟神州(06160.HK)首季業績勝預期重申「買入」評級財經新聞Financial News AASTOCKS.com

格隆汇5月7日丨上海市房管局局长高世昀介绍，“十五五”期间，上海保租房供给将围绕扩容、提质，重点做好三方面工作：一是体系化保障，精准覆盖重点群体。保一线，持续扩大“之家”项目供给规模，重点向中心城区倾斜，保障城市运行一线从业人员的需求。保重点，不断优化重点单位、重点行业的安居服务机制，强化产业人才的住房配套支撑。保青年，研究出台普惠性青年安居政策，进一步缓解青年人的租房压力。二是多元化筹措房源，大力推进低效商办、闲置非居房屋改建，今年起创新举措，在中心城区收购小户型二手房用作保租房。三是精准化供应，着力强化供需匹配。紧扣职住平衡、产城融合，重点在需求旺盛的中心城区、产业集聚区域布局项目。“当前，我们正在研究普惠性青年安居政策，计划通过企业让利、政府补贴双向发力，进一步减轻青年租房负担。”

格隆汇5月7日｜宇树Unitree发文称，全球首个人形机器人任务动作应用商店，开启功能机到智能机质变新纪元，开发和下载使用机器人新应用，像手机App一样简单，今天起正式开放！

Earnings Call Insights: Tutor Perini (TPC) Q1 2026 Management View "We delivered strong first quarter results highlighted by record operating cash flow of $147 million" (CEO, President & Director Gary Smalley), and "our revenue grew 11% year-over-year to $1.4 billion" alongside "backlog remains very strong at $19.8 billion" (CEO Smalley). "The Civil segment produced its highest ever first quarter operating income... and delivered a 12.6% operating margin" and "the Building segment's operating income was up an impressive 56% year-over-year" (CEO Smalley), while "the Specialty Contractors segment continues to deliver solid execution... marginally profitable for the quarter with further improvement still expected" (CEO Smalley). "In the first quarter, we booked nearly $700 million of new awards and contract adjustments" including "$186 million" for Eagle Mountain Casino Phase 2 expansion, "$97 million" for a healthcare project entering construction, and "approximately $66 million" for two mass-transit projects (CEO Smalley). "We expect to make additional opportunistic share buybacks moving forward" after repurchasing "approximately 278,000 shares... for $20 million at an average price of approximately $72 per share" and declaring "another $0.06 quarterly dividend" payable June 4 (CEO Smalley). "We received an unfavorable legal ruling and were assessed damages of approximately $175 million" tied to the W/Element Hotel dispute, and "we do intend to appeal" (CEO Smalley). "As Gary mentioned, we generated a record $147 million of operating cash for the quarter, up 542% year-over-year" (Executive VP & CFO Ryan Soroka). Outlook "We continue to anticipate double-digit revenue growth and strong earnings in 2026 with even higher earnings expected in 2027" (CEO Smalley). "Accordingly, we are affirming our 2026 adjusted EPS guidance in the range of $4.90 to $5.30 per share" (CEO Smalley), with guidance factoring "the possibility of a lower-than-anticipated success rate for future...

格隆汇5月7日｜交银国际发表研报指，中信证券在去年归母净利润300.76亿元、同比增长38.6%的基础上，今年首季继续保持盈利高增长，单季利润首次突破100亿元。期内，各业务板块收入均录得按年较快增长。其中，证券经纪、投行、资管及投资业务收入按年分别增长48%、24%、37%和25%，公允价值变动带动投资收益按年增加32%，利息净收入增至11亿元。 管理层认为，随着目前资本市场改革红利释放，公司在规模、全牌照及全业务链的龙头优势将进一步凸显，对业绩增长韧性和可持续性表示乐观。该行预计未来三年公司龙头地位持续稳固，归母净利润分别达到375亿元、405亿元及440亿元。该行认为，公司在目前市场环境下各项业务表现领先同业，估值有进一步向上修复潜力，上调目标价至32港元，维持“买入”评级。

Alphabet Inc. (NASDAQ:GOOGL) is one of the 10 Must-Buy Stocks with the Strongest 1Q2026 Earnings Beats. On April 30, 2026, Roth Capital raised its price target on Alphabet Inc. (NASDAQ:GOOGL) to $435 from $395 and maintained a Buy rating after the company reported a Q1 beat. The firm cited “strong” results with momentum across Search, […]

格隆汇5月7日丨在伊朗评估美国总统特朗普提出的结束这场已持续近十周冲突的新提案之际，铜价与铝价小幅走低。多数工业金属在周二和周三因市场对伊朗局势降级的乐观情绪升温而大幅上涨，伊朗战争推高了能源价格并威胁到全球经济。伊朗目前正在考虑一份美国提出的谅解备忘录，其中提出了一条重新开放霍尔木兹海峡的路径。Marex Spectron全球市场分析主管盖伊·沃尔夫表示：“短期内，我们认为铝价可能会对战争结束做出负面反应。但这可能实际上会提供一个买入机会，因为停产问题不会立即得到解决。”

格隆汇5月7日｜港股市场新消费概念股集体上涨，其中，鸣鸣很忙、泡泡玛特涨超4%，布鲁可涨超3%，奈雪的茶、老铺黄金、毛戈平涨超2%。消息面上，投资大佬段永平今天在社交媒体上表示，把神华都换成了泡泡玛特了。

5月7日，千问在PC端上线AI语音输入能力，用户通过快捷键即可在各类桌面应用中直接使用。千问语音输入法支持对口语内容去语气词、纠错、格式化整理等，能够基于上下文智能回复，还可直接下达创作、问答、翻译等指令。目前，千问语音输入法功能已经全面开放，所有用户可以通过千问PC端免费使用。

Amazon.com, Inc. (NASDAQ:AMZN) is one of the 10 Must-Buy Stocks with the Strongest 1Q2026 Earnings Beats. On May 1, 2026, Baird raised its price target on Amazon.com, Inc. (NASDAQ:AMZN) to $300 from $285 and maintained an Outperform rating after updating its model following Q1 results, noting AI-driven acceleration. Raymond James also increased its price target […]

Intel Corporation (NASDAQ:INTC) is one of the 10 Must-Buy Stocks with the Strongest 1Q2026 Earnings Beats. On April 28, 2026, Intel Corporation (NASDAQ:INTC) and FPT announced a strategic relationship to deliver an AI-driven factory optimization solution. The collaboration combines AI, simulation, and digital manufacturing technologies to reduce bottlenecks, speed up decision-making, and improve downtime recovery […]

Meta Platforms, Inc. (NASDAQ:META) is one of the 10 Must-Buy Stocks with the Strongest 1Q2026 Earnings Beats. On April 30, 2026, BofA analyst Justin Post raised the price target on Meta Platforms, Inc. (NASDAQ:META) to $835 from $820 and maintained a Buy rating after the company’s Q1 results. Justin Post noted increased investment in AI […]

Here is Why Meta Platforms (META) is Among the 10 Must-Buy Stocks with the Strongest 1Q2026 Earnings Beats Yahoo Finance

British insurer Hiscox grows premiums by 10.2% on strong retail demand Reuters

Is Amazon (AMZN) a Must-Buy Stock with the Strongest 1Q2026 Earnings Beats? Yahoo Finance

Here is Why Meta Platforms (META) is Among the 10 Must-Buy Stocks with the Strongest 1Q2026 Earnings Beats Yahoo Finance UK

Intel (INTC) and FPT Partner on AI-Driven Factory Optimization Yahoo Finance

深圳市公安局罗湖分局发布通报称，杰我睿、龙冶金张某腾等人因涉嫌经济犯罪，近期被采取刑事强制措施 【财新网】 由于将黄金交易做成类期货模式，2025年1月下旬，在金银价格冲高之际，位于深圳水贝的黄金料商深圳市杰我睿珠宝有限公司（下称“杰我睿”）爆发兑付危机。5月6日，深圳市公安局罗湖分局发布通报称，杰我睿、深圳市龙冶金业有限公司（下称“龙冶金”）张某腾等人因涉嫌经济犯罪，近期被该局采取刑事强制措施；公安机关已全量调取涉案数据。 张某腾即杰我睿的法定代表人张志腾。“经济犯罪”并非单一罪名，而是一类罪名统称。在司法实践中，“经济犯罪”主要对应多项破坏市场经济秩序的具体罪名，包括非法吸收公众存款、集资诈骗、合同诈骗、非法经营等。

港股石油股持续下挫，中国石油股份跌超8%，山东墨龙跌超7%，中国海洋石油跌超5%，中国石油化工股份、中石化油服跟跌。

Shell press release ( SHEL ): Q1 Non-GAAP EPS of $1.22 misses by $0.99 . Revenue of $69.69B (+0.7% Y/Y) misses by $10.66B . OUTLOOK FOR THE SECOND QUARTER 2026 Full year 2025 cash capital expenditure was $21 billion. Our cash capital expenditure for the full year 2026 is expected to be $24 - $26 billion, including ~$4 billion related to the acquisition of ARC Resources Ltd. Integrated Gas production is expected to be approximately 580 - 640 thousand boe/d. LNG liquefaction volumes are expected to be approximately 6.8 - 7.4 million tonnes. Second quarter 2026 outlook reflects impact of Middle East conflict including Qatar and higher planned maintenance across the portfolio. Upstream production is expected to be approximately 1,620 - 1,820 thousand boe/d. Second quarter 2026 outlook reflects higher planned maintenance across the portfolio. Marketing sales volumes are expected to be approximately 2,500 - 2,700 thousand b/d. Refinery utilisation is expected to be approximately 91% - 99%. Chemicals manufacturing plant utilisation is expected to be approximately 76% - 84%. Corporate Adjusted Earnings1 were a net expense of $908 million for the first quarter 2026. Corporate Adjusted Earnings are expected to be a net expense of approximately $600 - $800 million in the second quarter 2026. More on Shell Shell Consolidates Its Upstream And LNG Position With ARC Resources Acquisition Shell: Refocusing Will Take Time (Probably A Few Years) Shell: The Company Should Be A Buy, But Near-Term Risks Warrant Patience Shell earnings preview: Q1 profit seen surging 140%, investors weigh Middle East geopolitical risks INEOS teams with Shell Offshore to pursue Gulf of Mexico exploration

Shell press release ( SHEL ): Q1 Non-GAAP EPADS of $2.42 beats by $0.21 . Revenue of $69.69B (+0.7% Y/Y) misses by $10.66B . OUTLOOK FOR THE SECOND QUARTER 2026 Full year 2025 cash capital expenditure was $21 billion. Our cash capital expenditure for the full year 2026 is expected to be $24 - $26 billion, including ~$4 billion related to the acquisition of ARC Resources Ltd. Integrated Gas production is expected to be approximately 580 - 640 thousand boe/d. LNG liquefaction volumes are expected to be approximately 6.8 - 7.4 million tonnes. Second quarter 2026 outlook reflects impact of Middle East conflict including Qatar and higher planned maintenance across the portfolio. Upstream production is expected to be approximately 1,620 - 1,820 thousand boe/d. Second quarter 2026 outlook reflects higher planned maintenance across the portfolio. Marketing sales volumes are expected to be approximately 2,500 - 2,700 thousand b/d. Refinery utilisation is expected to be approximately 91% - 99%. Chemicals manufacturing plant utilisation is expected to be approximately 76% - 84%. Corporate Adjusted Earnings1 were a net expense of $908 million for the first quarter 2026. Corporate Adjusted Earnings are expected to be a net expense of approximately $600 - $800 million in the second quarter 2026. More on Shell Shell Consolidates Its Upstream And LNG Position With ARC Resources Acquisition Shell: Refocusing Will Take Time (Probably A Few Years) Shell: The Company Should Be A Buy, But Near-Term Risks Warrant Patience Shell earnings preview: Q1 profit seen surging 140%, investors weigh Middle East geopolitical risks INEOS teams with Shell Offshore to pursue Gulf of Mexico exploration Editor's note: The revised post updates the Non-GAAP EPADS figure instead of Non-GAAP EPS.

港股異動| 騰訊控股(00700)午後漲超3% 騰訊混元Hy3 preview上線兩週Token調用量增長10倍作者智通財經 Investing.com 香港 - 股市報價& 財經新聞

财联社5月7日讯，5月6日，星空卫视官方微博发布公告，正式宣告因运营陷入困境，卫星合作方已通知该频道将于5月8日暂停卫星传输服务。 5月7日午间，星空卫视官方微博再度发文表示，由于全球音乐电视媒体市场环境发生深刻变化，新媒体平台快速崛起，传统卫星传输渠道的经营成本持续高企，频道面临长期亏损的严峻局面。尽管我们曾尝试通过内容调整与运营优化改善经营状况，但仍难以扭转当前的财务困境。卫星公司通知五月八日将暂停卫星传输服务，经我台管理层审慎研究，现决定： CHANNEL V 频道将于 2026 年 5 月 8 日起，正式停止通过卫星传输信号。 自该日起，各地有线电视、IPTV 及直播卫星接收用户将无法继续通过卫星信号收看 CHANNEL V 频道的节目。