Michael Burry compares today's 'more extreme' Nasdaq surge to dot-com bubble: SNDK is 'beating that' 1999 QCOM record MSN

接上一篇继续聊豆包收费。 收费问题不大，全世界的Chatbot都收费，真正的问题是：豆包目前的功能矩阵，和“生产力”关系不大。 自上线以来，豆包的核心功能一直是Chatbot，可以查询信息、搜索资料，或是单纯“调戏”AI。过去几年，豆包逐渐加入了写文章、作图、做视频、做PPT、翻译等功能，逐渐具备了轻度办公能力。 结合卖会员的新动作，不难看出，豆包在泛生活场景之外，扩展一系列轻办公功能，目的之一就是 变得更“有用”、更适应工作场景，为收费铺平道路。 但理想很丰满，现实很骨感。 一方面，大多数用户为“轻办公”付费的意愿并不强烈。轻度办公需求的特点是非标、零散、低频；在日常工作中，如果偶尔需要P张图、做一段AI短视频，用户更倾向于“临时抱佛脚”，现场寻找解决方案，而非购买月费套餐。 另一方面，豆包提供的轻度办公能力，千问、元宝、DeepSeek等同类App同样具备，且各有千秋，比如与钉钉、企业微信等办公协同软件打通等。在“轻办公”这条分外拥挤的赛道上，豆包并没有什么优势。 在字母榜看来， 豆包要想卖会员，靠“办公”是可行的，但“轻办公”很难让用户心甘情愿掏钱，既然要收费，那不如索性往“重办公”里探索。而通往“重办公”的桥梁，则是“豆包群”。 01 豆包之所以手握1.5亿日活跃用户、遥遥领先其他对手，关键在于培养起了用户搜索习惯。越来越多的人习惯通过豆包问一问、搜一搜，而非求助于搜索引擎。 这才是豆包的真正优势，也是它敢于率先收费的基石。 但经常用豆包的人，都有个“痛点”：如果想与别人分享豆包生成的内容，就不得不手动复制粘贴，把内容“搬运”到微信群。这种AI与群聊的强行黏合，不仅操作繁复，也间接导致豆包给微信做了嫁衣。 倘若豆包因应用户需求，在自家App内搭建群聊场景，那么上述痛点将迎刃而解。而切入到工作场景中后，豆包作为生产力工具的“AI+办公协作”的巨大潜力也将得到释放。 参考企业微信等办公软件的做法，豆包群聊的商业化手段也会很丰富，比如基本功能免费，但新增AI助手、扩充群空间、增加协作功能等都需要额外付费。 同时，豆包 将完成AI与社交的闭环，无需继续扩张功能矩阵，就能跃升为主流办公场景之一， 变得真正“有用”，实现质的跨越。 单就用户规模而言，微信群是最主流的协同办公场景。但微信群尚不支持添加AI机器人，腾讯自家的元宝只能待在联系人列表中。用户需要跳出微信，通过A...

Claritev press release ( CTEV ): Q1 GAAP EPS of -$4.41 misses by $0.34 . Revenue of $244.7M beats by $6.11M . Net loss of $73.6 million for Q1 2026, compared to net loss of $71.3 million for Q1 2025. Adjusted EBITDA of $146.9 million for Q1 2026, an increase of 3.4%, compared to Adjusted EBITDA of $142.1 million for Q1 2025. Net cash used in operating activities of $45.8 million for Q1 2026, compared to net cash used in operating activities of $30.1 million for Q1 2025. Free Cash Flow of $(92.5) million for Q1 2026, compared to Free Cash Flow of $(68.9) million for Q1 2025. The Company ended Q1 2026 with $21.3 million of unrestricted cash and cash equivalents on the balance sheet. 2026 Financial Guidance1 The Company is updating its full-year 2026 guidance, detailed in the table below: Financial Metric Prior FY 2026 Guidance Updated FY 2026 Guidance (as of 2/23/2026) (as of 5/7/2026) Revenues $980 million to $1 billion $985 million to $1 billion Adjusted EBITDA1 $605 million to $615 million $605 million to $615 million Capital expenditures $160 million to $170 million $160 million to $170 million Effective tax rate 24% to 28% 24% to 28% Free Cash Flow $0 million to $10 million $0 million to $10 million Click to enlarge More on Claritev Claritev: Compounding Debt Meets Legacy Business Stabilization (Rating Upgrade) Claritev Corporation (CTEV) Analyst/Investor Day - Slideshow Claritev Corporation (CTEV) Analyst/Investor Day Transcript Claritev outlines 2026 revenue guidance of $980M–$1B as digital transformation accelerates Quant snapshot: Amerigo, Allianz lead strong buys as Ashford Hospitality, Hudson Pacific lag

Is Adient’s guidance cut a positive sign for the auto suppliers?Adient (NYSE:ADNT) reported fiscal second-quarter results that management said came in line with expectations, reflecting “typical seasonality in China” and temporary production inefficiencies on a handful of key pro

High-Yield Weyco Group Returns To Reasonable LevelsWeyco Group (NASDAQ:WEYS) reported first-quarter 2026 results that showed higher earnings on flat revenue, as lower operating expenses and improved inventory conditions helped offset tariff-driven gross margin pressure. Managemen

五一假期后的第一个交易日，智谱和MiniMax都涨疯了。 5月4日，智谱涨超10%，股价再次逼近千元关口，MiniMax大涨12.62%，报收803港元。 根据摩根士丹利的报告，股价暴涨的原因来自于中国AI独有的“性价比叙事”。 摩根士丹利在报告《China‘s AI Path: More Bang For The Buck》中表示，在算力受到约束的前提下，中美顶尖模型的智能水平正在快速接近，差距已经收窄到3到6个月。 同时报告指出，中国模型真正突出的地方，是能以美国同行15%到20%的推理成本，实现接近同等水平的智能。 这句话其实很好理解。大家不一定需要用最强的模型，但绝大多数人都想用便宜的模型。 市场买的不是一个简单的“国产替代”故事，而是中国AI正在把性价比转化成真实调用量、真实收入和真实估值弹性。 但问题也随之而来，这种性价比到底从哪里来？ 如果只是低价获客，那它很快会变成价格战。 如果只是模型蒸馏，可现在Anthropic、OpenAI等企业，均已关闭蒸馏的入口，那么评级不应该下降吗，怎么还调高了？ 事实上，真正让这个叙事变得更有说服力的，是智谱在五一前发布的技术博客《Scaling Pain：超大规模Coding Agent推理实践》。 这篇博客没有讲宏大的AGI愿景，而是把KV Cache、吞吐、调度、异常输出这些底层工程摊开给市场看。 最主要的是，它把中国AI性价比背后的秘密，给“捅破了”。 01 在这篇博客里，智谱大概讲了怎么通过优化缓存、调度和异常监控，让同样的GPU能干更多活，出错更少。 智谱发现，AI不好用不一定是模型不聪明，也可能是后台运行系统太乱。它修掉了缓存串数据的问题，优化了GPU调度和缓存复用，还加了一个能提前发现异常输出的报警器。 结果就是，同样的模型、同样的GPU，可以服务更多用户，出错概率也更低。所以它的“性价比叙事”不是单纯降价，而是靠工程优化，把每张GPU榨出了更多稳定可用的算力。 经过底层工程优化，GLM-5系列在Coding Agent场景下的系统吞吐量最高提升132%，系统异常输出率从大约万分之10，下降到了万分之3。 比如原来一张GPU，它原先一小时能服务100个任务，现在经过优化后，最高可能服务232个任务。 每一项单独看，都不足以决定胜负。但叠在一起，就是同等算力下多出来的一倍吞吐，和一个数量级以上的稳定性提升...

Lamar Advertising press release ( LAMR ): Q1 GAAP EPS of $1.00 beats by $0.18 . Revenue of $528M (+4.5% Y/Y) beats by $5.52M . Adjusted EBITDA for the first quarter of 2026 was $226.3 million versus $210.2 million for the first quarter of 2025, an increase of 7.7%. Cash flow provided by operating activities was $147.4 million for the three months ended March 31, 2026 versus $127.7 million for the first quarter of 2025, an increase of $19.6 million. Free cash flow for the first quarter of 2026 was $152.4 million as compared to $121.1 million for the same period in 2025, a 25.8% increase. Diluted AFFO per share increased 7.5% to $1.72 for the three months ended March 31, 2026 as compared to $1.60 for the same period in 2025. "Our first-quarter results surpassed our internal forecasts, and our pacings have us trending at the top end of our previously provided guidance for full-year AFFO per diluted share. “ More on Lamar Advertising Lamar Advertising Company (LAMR) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Lamar Advertising Company (LAMR) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript Lamar Advertising's Steady Growth Is Attractive Lamar Advertising Q1 2026 Earnings Preview Lamar targets 4.1% AFFO per share growth and over 47% operating margins in 2026 amid digital expansion

Two former Chinese defence ministers, Wei Fenghe and Li Shangfu, have been sentenced to death with reprieve on corruption charges, according to Xinhua. More to follow...

Genesis Energy press release ( GEL ): Q1 GAAP EPS of -$0.06. Revenue of $446.56M (+12.1% Y/Y). Net Income Attributable to Genesis Energy, L.P. of $6.8 million for the first quarter of 2026 compared to Net Loss Attributable to Genesis Energy, L.P. of $469.1 million for the same period in 2025. Cash Flows from Operating Activities of $81.7 million for the first quarter of 2026 compared to $24.8 million for the same period in 2025. The company declared cash distributions on our preferred units of $0.9473 for each preferred unit, which equates to a cash distribution of approximately $13.6 million and is reflected as a reduction to Available Cash before Reserves to common unitholders. More on Genesis Energy Genesis Energy: Material Concerns Over The Safety Of The Distribution Genesis Energy: Cash Flow Growth Likely To Slow Down Going Forward (Rating Downgrade) Genesis Energy, L.P. Class A Common Units 2025 Q4 - Results - Earnings Call Presentation Mid-cap energy Quant picks ahead of Q1 earnings Genesis Energy extends credit facility, repurchases $110M series A preferred units

专题：聚焦美股2026年第一季度财报 公司持续扩张咖世家咖啡（Costa Coffee）与维尼亚诺咖啡（Caffe Vergnano）业务 Coca-Cola HBC 旗下能量饮料品类销量同比大增 27%，魔爪新品创新成为主要亮点。 在 含咖啡因类饮品 需求火爆的拉动下，上市企业 Coca-Cola HBC 实现内生销售额增长。 这家同时在伦敦、雅典上市的 可口可乐 装瓶商， 能量饮料销量大增 27% ，魔爪饮料多款创新产品表现亮眼；同时受益于持续拓展 咖世家咖啡、维尼亚诺咖啡 门店，外带及线下渠道咖啡销量大涨 39%。 作为可口可乐全球最大装瓶合作商之一，公司当期销售额达 27.1 亿欧元 （折合 31.8 亿美元），去年同期为 24.2 亿欧元； 内生营收同比增长 11.6% 。 分析师此前预期其净销售额为 27.0 亿欧元，内生营收增速预期 11.8%，公司实际业绩基本符合预期。 整体产品销量增至 7.06 亿标准箱 ，上年同期为 6.438 亿箱； 每标准箱净销售收入从去年一季度的 3.76 欧元提升至 3.84 欧元 。 Coca-Cola HBC 上调全年业绩指引： 预计全年 内生营收增长 6%–7% ，内生息税前利润增幅预计在7%–10%区间。 责任编辑：郭明煜

GigaCloud Technology press release ( GCT ): Q1 Non-GAAP EPS of $1.24 beats by $0.27 . Revenue of $379M (+39.4% Y/Y) beats by $36.43M . GigaCloud Marketplace GMV3 increased 17.5% year-over-year to $1,664.6 million for the 12 months ended March 31, 2026. 3P seller GigaCloud Marketplace GMV increased 23.7% year-over-year to $908.6 million for the 12 months ended March 31, 2026. 3P seller GigaCloud Marketplace GMV represented 54.6% of total GigaCloud Marketplace GMV for the 12 months ended March 31, 2026. Active 3P sellers increased 19.3% year-over-year to 1,377 for the 12 months ended March 31, 2026. Active buyers increased 25.2% year-over-year to 12,473 for the 12 months ended March 31, 2026. Spend per active buyer was $133,457 for the 12 months ended March 31, 2026. Shares +2% PM. More on GigaCloud Technology GigaCloud: Wall Street Still Sleeps On This Hidden E-Commerce Gem GigaCloud Proves The Bears Wrong - Compelling Risk/Reward After A Dip (Upgrade) GigaCloud's 33% Post-Earnings Rally: A Wide Moat In Action GigaCloud signals integration-driven expansion with New Classic, sets Q1 2026 revenue outlook of $330M–$355M while Europe posts 68% annual growth GigaCloud Technology beats top-line and bottom-line estimates; introduces Q1 outlook

Earnings Call Insights: Noodles & Company (NDLS) Q1 2026 Management View "As we look at our performance in the first quarter and into the second, the story is clear. We are delivering consistent and sustainable favorable results across Noodles & Company, demonstrated by system-wide comp sales growth of over 9% and adjusted EBITDA more than tripling year-over-year in the first quarter." (President, CEO & Director Joseph Christina) "More importantly, this momentum continued into the second quarter with April system-wide comp sales growth of over 9%, including over 10% for our company-operated restaurants." (CEO Christina) "In fact, new guest active purchases increased 36% year-over-year and loyalty sign-ups grew 33% in the quarter, clear indicators that our brand is reaching new audiences." (CEO Christina) "During this LTO window, our Asian category mix has increased 40%, a clear signal that this strategy is resonating with guests." (CEO Christina) "By closing underperforming restaurants in these areas, we have seen a significant transfer of their sales to nearby restaurants, which results in a higher baseline average unit volume for those go-forward restaurants, which also further improves restaurant-level margin and profitability." (CEO Christina) "In the first quarter, our total revenue was relatively flat compared to last year at $123.8 million, with strong comp sales growth, mostly offset by the closing of underperforming locations." (Chief Financial Officer Michael Hynes) Outlook "As we reflect on the first quarter results and look forward to the rest of the year, we're raising our full-year 2026 guidance" to "total revenue of $483 million to $498 million, including comp restaurant sales growth of 7% to 10%." (CFO Hynes) "Restaurant contribution margin" is guided to "between 15.5% and 17%" and "adjusted EBITDA between $32.5 million and $37.5 million." (CFO Hynes) "Restaurant closures" guidance calls for "30 to 35 company-owned restaurants, and 5 franchise restau...

ACI Worldwide press release ( ACIW ): Q1 Non-GAAP EPS of $0.61 beats by $0.11 . Revenue of $426M (+8.0% Y/Y) beats by $15.88M . GAAP net income of $38 million and adjusted EBITDA of $105 million increased 12% (8% in constant currency) More on ACI Worldwide ACI Worldwide: The Quiet Catalyst Behind The Money Movement Revolution ACI Worldwide, Inc. 2025 Q4 - Results - Earnings Call Presentation ACI Worldwide, Inc. (ACIW) Q4 2025 Earnings Call Transcript ACI Worldwide Q1 2026 Earnings Preview ACI Worldwide outlines 7%-9% 2026 revenue growth while advancing Connetic platform and AI initiatives

Although the rise of artificial intelligence has hogged the spotlight for years, it's not the only trend responsible for lifting the tide on Wall Street. Companies enacting forward stock splits are also drawing a crowd and exciting investors. The first blockbuster stock split of the year occurred five weeks ago , when online travel giant Booking Holdings completed its first-ever forward split (25-for-1). This was followed by five Vanguard exchange-traded funds (ETFs) taking the plunge on April 21 . Now, it's online used-car retailer Carvana 's (NYSE: CVNA) turn to take center stage. Image source: Getty Images. Continue reading

Tim Robberts Stock index futures rose Wednesday as investor sentiment improved on hopes of easing tensions between the U.S. and Iran. Now, here are 5 news stories that broke overnight to watch out for: Iran reviews U.S. peace proposal: Iran is reviewing a U.S.-backed “one-page” peace proposal aimed at ending conflict and restarting broader negotiations. However, Tehran considers that the proposal would formally end the conflict while leaving unresolved key U.S. demands that Iran suspend its nuclear program and reopen the Strait of Hormuz, according to Reuters. An Iranian foreign ministry spokesperson told ISNA that Tehran would respond to the proposal, while Iranian lawmaker Ebrahim Rezaei described it as “more of an American wish list than a reality." Oil prices extend losses : Oil prices fell on Thursday, extending recent losses as investors evaluated the outlook for a potential Middle East peace deal. Brent crude futures ( CO1:COM ) fell 1.4% to $99.81 a barrel at press time. U.S. West Texas Intermediate ( CL1:COM ) eased 1.5% to $93.62. Oil futures were up in early Asian trade on a likely technical recovery. SpaceX IPO filing reveals sweeping Musk authority: SpaceX ( SPACE ) has adopted corporate governance policies that will give CEO Elon Musk sweeping authority and limit shareholder rights when it goes public, Reuters reported after reviewing excerpts of the company’s IPO registration statement. The rocket maker is using supervoting shares, mandatory arbitration, stricter rules on shareholder proposals, and Texas corporate law to give Musk and other insiders broad control. GameStop CEO’s eBay account suspended: GameStop ( GME ) CEO Ryan Cohen’s eBay ( EBAY ) account has been permanently suspended, he revealed in a post on X. Cohen posted an image with the text, "Your eBay account has been permanently suspended because of activity that we believe was putting the eBay community at risk.” In an interview with the TBPN technology show on Tuesday, Cohen explained t...

Cristian Martin/iStock via Getty Images Hecla ( HL ) is an industry leader in silver, which is actively divesting itself of its other assets—especially gold—and trying to become a pure silver play. The stock has profited off the narrative around silver’s ‘industry decoupling,’ pure-play premium, and improving margins. In the long term, Hecla’s strategy leans into silver being a strategic asset, which raises a couple of structural issues that I think are important to keep in mind when considering the stock. In the short- to medium-term, however, it has made some spectacular moves and given strong alpha over other large silver miners. I think the good Q1 results should provide a further alpha trigger, and cessation (or at least reduction) of hostilities in the Middle East should further push asset prices and associated beta, making this a heady short-term bet for a strong 20% upside. Hecla is the US’s largest silver producer and the oldest precious metals mining company listed on the NYSE. It has divested itself of high-cost gold assets, especially the Casa Berardi mine in Quebec, to focus and capitalise on the industrial demand for silver. Before the divestment, the reported revenue contribution from silver and gold was roughly in the ratio 60:40—but gold at Casa Berardi had an AISC of $2,029 per ounce (a nearly 54% margin), while their main silver asset at Greens Creek has an AISC of negative $2 per ounce thanks to by-product credit. President and CEO Rob Krcmarov noticed this discrepancy and seems to have followed the same playbook that he previously applied at Barrick, shedding low-margin expensive assets and freeing up the funds for exploration—and in Hecla’s case, going ‘all in’ on their silver dominance (Hecla already accounts for roughly 37% of all of the US’s silver production). This makes sense on several fronts—first, being a pure-play company tends to attract a higher P/E due to the cleaner exposure; second, silver has decoupled from being a pure monetary ...

Targa Resources press release ( TRGP ): Q1 net income attributable was $480 million compared to $271 million for the first quarter of 2025. Revenue of $4.09B (-10.3% Y/Y) misses by $590M . Increasing full year 2026 adjusted EBITDA estimate to $5.7 billion to $5.9 billion More on Targa Resources Targa Resources: Growth Supports A Dividend Hike With More To Come Targa Resources: This Stock Has Performed Well, But It Still Has Potential Today Targa Resources Corp. (TRGP) Q4 2025 Earnings Call Transcript Targa Resources Q1 2026 Earnings Preview Antero Midstream, DT Midstream raised at Morgan Stanley; Targa top midstream pick

騰訊控股(00700)出現大手買入2萬股，成交價$478.6，涉資957.2萬 AASTOCKS.com

Chinese Foreign Minister Wang Yi told visiting US Senator Steve Daines that Beijing hoped to “truly stabilise and improve” Sino-American ties, a week before a highly anticipated summit between Xi Jinping and Donald Trump. In his meeting with Daines on Thursday, China’s top diplomat said Beijing and Washington should seek “harmony without uniformity” and be “partners rather than adversaries”. “The US should view China objectively, develop a rational perception of China, genuinely respect China’s...

Earnings Call Insights: Vir Biotechnology (VIR) Q1 2026 Management View "Since our last earnings call in February, we have remained highly focused on execution as we advance both our oncology and hepatitis delta programs with speed and focus." (President, CEO & Director Marianne De Backer) "Since then, the transaction successfully closed on April 15, marking an important transition from deal announcement to deal execution." (President, CEO & Director De Backer) "Overall, the VIR-5500 data showed a favorable safety and tolerability profile with no observed dose-limiting toxicities." (President, CEO & Director De Backer) "We anticipate initiating our registrational Phase III program for VIR-5500 in 2027." (President, CEO & Director De Backer) "In January, we reported potential best-in-class efficacy in our Phase II SOLSTICE trial" and "88% of evaluable participants achieved undetectable virus compared to 46% on tobevibart monotherapy alone." (President, CEO & Director De Backer) "We are pleased to share that we will be presenting the complete 96-week SOLSTICE Phase II data in an oral presentation at the upcoming EASL 2026 Annual Meeting in Barcelona on May 29th." (President, CEO & Director De Backer) "We expect to report top line data from ECLIPSE-1 in the fourth quarter of this year." (President, CEO & Director De Backer) "Upon closing, Vir Biotechnology received a $75 million cash payment" and "within 30 days of closing, we will receive a $240 million upfront payment." (Executive VP & CFO Jason O’Byrne) Outlook "We anticipate dosing the first patient in the combination dose expansion cohorts in both early-line MCRPC and metastatic hormone-sensitive prostate cancer over the coming months." (President, CEO & Director De Backer) "We expect to report preliminary response data evaluating VIR-5818 monotherapy and combination therapy with pembrolizumab in the second half of 2026." (President, CEO & Director De Backer) "We expect to report top line data from ECLIPSE-1 in th...

Haemonetics press release ( HAE ): Q4 Non-GAAP EPS of $1.29 beats by $0.02 . Revenue of $346M (+4.5% Y/Y) beats by $9.14M . More on Haemonetics Haemonetics Q4 2026 Earnings Preview Seeking Alpha’s Quant Rating on Haemonetics Historical earnings data for Haemonetics Financial information for Haemonetics

bo feng/iStock via Getty Images The following segment was excerpted from the Aristotle International Equity ADR WM Q1 2026 Commentary. For the first quarter of 2026, Aristotle Capital’s International Equity ADR WM Composite posted a total return of -3.39% pure gross of fees (-3.88% net of fees), underperforming the MSCI EAFE Index, which returned -1.24%, and the MSCI ACWI ex USA Index, which returned -0.71%. Please refer to the table below for detailed performance. Relative Contributors Relative Detractors Cameco MonotaRO Credicorp Accenture Otsuka Holdings Sony TotalEnergies Brookfield GSK Experian Click to enlarge Relative contributors and detractors are based on attribution total effect and exclude benchmark securities not held in the portfolio. MonotaRO ( MONOF )( MONOY ), the Japanese business-to-business (B2B) e-commerce platform, was the largest detractor during the quarter. While results remained strong, the stock price was pressured by softer order trends in the enterprise business and a moderation in new customer additions following a period of unusually strong growth. Sentiment was also pressured by the company's exposure to small and medium-sized enterprises in manufacturing and construction, cyclical and cost-sensitive end markets, particularly amid elevated input costs. Despite these near-term headwinds, profitability remained stable, with margin expansion supported by procurement efficiencies, reduced promotional discounting and higher royalty income. Enterprise business also grew more than 20% through newly connected corporations, expanding to approximately one-third of sales, highlighting its increasing importance within the business and reinforcing a key catalyst we originally identified. Management also announced a ¥10 billion share repurchase program, supporting shareholder returns and reflecting continued discipline in capital allocation. Over the longer term, we believe MonotaRO remains well-positioned to continue gaining share in Japan's fragm...

推动医保支付改革向儿童用药倾斜 儿童用药市场迎来全链条利好政策，长期桎梏行业发展的儿童药品“研发难、投入高、回报低”、临床超适应症用药普遍等问题，有望得到针对性解决。 5月7日，国家卫健委会同工信部、金融监管总局、国家知识产权局、国家医保局、国家中医药局、国家疾控局和国家药监局联合发布《关于改革完善儿童用药供应保障机制的实施意见》（以下简称《实施意见》），从药品审评审批、生产供应、临床评价路径优化、支付保障到知识产权保护等方面提出系列支持政策，这也是时隔12年，再次由多部委联合发布的事关儿童用药保障的综合性文件。 “面对当前儿童用药新要求、新特点，2014年儿童用药文件与新阶段新任务已逐渐不相适应，不能满足人民群众对就医用药的高质量要求，有必要对其进行修订完善。”国家卫健委药物政策与基本药物制度司解读称。 儿童药品是指14岁及以下的未成年人使用的药品。2014年，原国家卫计委等6部门联合印发《关于保障儿童用药的若干意见》，这是中国首部关于儿童用药的综合性政策文件。 近年来，随着国内儿童用药政策的不断完善，儿童用药已基本可以满足当前临床常见病所需，但也还存在一些亟待解决的突出问题。 根据国家卫健委调研梳理，这些突出问题至少有四：一是儿童用药数量少，儿童适宜的剂型和规格缺乏，结构失衡。二是上市药品说明书中仍存在儿童用药信息缺乏、不规范等问题。三是未有效激发企业研发生产儿童用药的积极性，临床必需但用量较少的部分儿童用药保障供应能力仍显不足。四是儿科药学服务供给总体不足，部分医疗机构配备儿童用药种类较少。 面对这些突出问题，《实施意见》均作出回应，并提出一揽子支持政策。 在研发层面，针对儿童用药研发效率低、受试者招募困难等问题，《实施意见》提出，鼓励开展儿童用药监管所需的新工具、新方法、新标准研究；探索组织建立全国儿童临床试验协作网和跨机构伦理审查机制，集中资源、协同招募研究参与者；支持多中心合作模式中完善真实世界证据和前瞻研究设计，支持将已有中国成人数据的药品安全外推至中国儿科人群。 其中，重点支持的研发方向包括：儿童高发疾病的创新品种、多联疫苗、儿童用药（限药品说明书中有明确儿童适应症和儿童用法用量的药品）适宜剂型以及儿童罕见病用药等。 根据《实施意见》，将完善鼓励研发申报儿童药品清单和鼓励仿制药品目录配套政策，对纳入其中的儿童用药予以优先审评审批，优先纳入国家基本药物...

格隆汇5月7日｜印度卢比收涨0.4%，报1美元兑94.25卢比。

Celsius press release ( CELH ): Q1 Non-GAAP EPS of $0.41 beats by $0.12 . Revenue of $782.6M (+137.7% Y/Y) beats by $21.97M . International revenue totaled $35.3 million for the first quarter of 2026, representing a 55% increase compared to the same period in 2025, driven by growth in the Nordics, and continued momentum in our expansion markets including the UK , Ireland , France , Australia , New Zealand and Benelux. More on Celsius Celsius: Premium Growth At A Compelling Multiple Celsius' Growing Dollar Share At Compelling Valuations - Dip-Buying Opportunity Celsius: Don't Buy Into Competitive Threat Celsius Q1 2026 Earnings Preview Celsius highlights the non-cannibalizing strength of the Alani Nu brand

SwissCom press release ( SCMWY ): Q1 EPS of CHF 6.41. Net income fell by -9.6% to CHF 332M. Revenue of CHF 3,606M (-4.1% Y/Y). Subject to achieving its targets, Swisscom plans to propose an increase in dividend from CHF 26 to CHF 27 per share for the financial year 2026 at the 2027 annual general meeting. More on SwissCom Swisscom AG 2026 Q1 - Results - Earnings Call Presentation Swisscom AG (SCMWY) Shareholder/Analyst Call Transcript Swisscom AG (SCMWY) Q4 2025 Earnings Call Transcript Seeking Alpha’s Quant Rating on SwissCom Historical earnings data for SwissCom

Lincoln National press release ( LNC ): Q1 Non-GAAP EPS of $1.66 beats by $0.06 . Revenue of $5.31B (+13.2% Y/Y) beats by $370M . More on Lincoln National Lincoln National Corporation: High Yield Plus Capital Appreciation Lincoln National: Positioned To Withstand Private Credit Challenges Lincoln National: Valuation And Fundamentals In Sync Outweigh Technical Caution Lincoln National Q1 2026 Earnings Preview U.S. Treasury to consult insurance regulators on rising private credit risks: report

Earnings Call Insights: Root, Inc. (ROOT) Q1 2026 Management View "We kicked off 2026 with the most profitable quarter in the company's history, generating an annualized ROE of 47%." (Founder, CEO & Chairman Alexander Timm) "On growth, we grew policies in force over 9% in the quarter year-over-year with gross premiums written of $389 million." (CEO Timm) "Our overall partnerships grew new writings 30% year-over-year." (CEO Timm) "On independent agents, we now partner with more than 15,000 agents across 5,000 agencies nationwide." (CEO Timm) "In the first quarter, we launched our partnership with Freeway Insurance, the largest personal lines insurance distributor in the country." (CEO Timm) "We also continue to scale our embedded insurance offering with Carvana now surpassing 200,000 policies sold." (CEO Timm) "In direct, we saw a difficult growth environment that intensified throughout the quarter." (CEO Timm) "When conditions are attractive, we invest aggressively. When they are not, we remain disciplined and patient." (CEO Timm) "We delivered record net income of $36 million in the quarter, up $18 million year-over-year." (Chief Financial Officer Megan Binkley) "Operating income was $41 million and adjusted EBITDA was $57 million." (CFO Binkley) "We refinanced our $200 million debt facility with the Huntington National Bank on May 4, lowering our annual run rate interest expense by roughly $5 million." (CFO Binkley) "Our Board of Directors authorized a $75 million share repurchase program, reflecting both the strength of our capital position and our confidence in the intrinsic value of the business." (CFO Binkley) Outlook "We do expect to deliver more net income in 2026 than we did in 2025." (CFO Binkley) "So we're going to continue to be opportunistic in terms of how much investment we deploy throughout the remainder of the year." (CFO Binkley) "If the environment stays currently where it is, our expectations are probably something similar to what you saw in Q1."...

Torsten Asmus/iStock via Getty Images Introduction The last several years have been defined by the perception that asset prices were on the rise, the S&P 500 ( SPX ) has been making new all-time highs, home values have been surging, Gold and Silver breaking out, and that Wages are rising in a booming economy. In nominal terms this is true and looks to be a prospering bull market, but in reality, money supply-based inflation is eroding the wealth away from the economy. If the value of the dollar these equities are denominated in is shrinking, then a rising number does not necessarily mean a rising value. A unit of measure that gets shorter every year will tell you that everything around it is getting bigger, even if nothing has actually changed. The U.S. dollar has been that unit for decades and since 2018, it has been getting shorter at an accelerated pace. In my previous article , I introduced the concept of the M2 debasement multiplier and briefly touched on the True M1 supply as an even sharper measure of dollar dilution. The positive response to that section suggested it deserved its own dedicated coverage and this article aims to do just that. The various Money Supply Spreads, Inflation Adjustments, Calculations are all handled within a Python Script I created which pulls data directly from the Federal Reserve’s Database and presents them in a way that can be useful to investors and those curious about the true direction of inflationary policy. By the time you finish reading this article, you will have a framework for stripping monetary expansion out of any asset price and seeing what appreciation, if any, actually occurred. Part 2 of this series applies this framework directly to the major asset classes most investors hold. Why CPI Is the Wrong Tool Before we get into the mechanics, it is worth explaining why the Consumer Price Index is a poor deflator for investment analysis, even though it is the one almost everyone uses by default. The CPI measures the pric...

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