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大行评级丨瑞银:维持长飞光纤光缆买入评级,目标价290港元不变

格隆汇 📅 05/05 12:08
格隆汇5月5日|瑞银就长飞光纤光缆(6869.HK)发布研报称,维持盈利预测及目标价290港元不变;维持“买入”评级。长飞光纤光缆首季业绩逊市场预期,期内收入37亿元人民币,年增28%; 毛利为15亿元,年增90%; 净利润为4.95亿元,同比增长226%。该行预期,随着产品组合持续优化,及合约续约逐步反映光纤价格上升,未来数季毛利率将继续改善。

‘Phantom birth’ scam spooks Thailand as hundreds of babies get fake citizenship

SCMP 📅 05/05 12:07
Authorities in Thailand are unspooling a “phantom birth’’ racket involving possibly hundreds of babies – mainly Chinese – falsely registered as Thais by corrupt officials so that their parents can gain land and company ownership rights. Scores of birth certificates have come under scrutiny, with several officials arrested for suspected bribery in a scam that first came to light in northern Chiang ...

俄乌分别单方面宣布停火

格隆汇 📅 05/05 12:07
格隆汇5月5日|乌克兰总统泽连斯基周一晚间在社交媒体上发文,宣布乌方决定自6日零时起单方面实施停火。泽连斯基称,俄罗斯社媒网络上说俄方将在胜利日庆祝活动期间实施停火,但乌方尚未收到俄方任何有关停止敌对行动的正式呼吁。尽管如此,乌方决定自6日零时起实施“静默”,将从这一指定时间起采取对等行动。泽连斯基又说,俄方领导人是时候就结束战争采取真正措施。他的帖文无说明乌方停火结束时间。 较早时,俄罗斯国防部...

Palantir Stock: With a Fresh Earnings Report Showing Even Faster Growth, Is It Now a Better AI Stock to Buy Than Nvidia?

Yahoo 📅 05/05 12:07 PLTR.O
Palantir's first quarter was nothing short of astounding. But does it live up to its sky-high valuation?

Palantir Stock: With a Fresh Earnings Report Showing Even Faster Growth, Is It Now a Better AI Stock to Buy Than Nvidia?

Nasdaq 📅 05/05 12:07 NVDA.OPLTR.O
Key PointsPalantir's revenue growth accelerated for the 11th consecutive quarter, hitting 85% year over year.

滙控首季列帳基準稅前利潤93.7億美元 派第一次股息10美仙

无线新闻 📅 05/05 12:06
滙豐控股第一季業績差過市場預期。 列帳基準稅前利潤93億美元,按季上升三成七,按年下跌百分之1,主要受預期信貸損失增加所影響,而市場原先預測有95億美元。第一次股息維持10美仙。首季淨利息收益89億美元,淨利息收益率按季收窄4個基點,至百分之1.6。 因應企業及機構理財業務,就英國一家財務保薦人涉及的4億美元欺詐、相關第二市場證券化風險承擔,以及中東爆發衝突,導致不確定性加劇,和未來經濟前景惡化,...

滙控首季列帳基準稅前利潤93.7億美元 派第一次股息10美仙

无线新闻 📅 05/05 12:06
滙控首季列帳基準稅前利潤93.7億美元,派第一次股息10美仙。

联合国结束从土耳其进入叙利亚的跨境人道主义行动

同花顺 📅 05/05 12:06
联合国秘书长发言人迪雅里克4日说,随着边境口岸重新向商业运输开放以及通过常规路线运送物资的状况得到改善,联合国已结束从土耳其进入叙利亚的跨境人道主义行动。 迪雅里克在例行记者会上说,自跨境人道主义行动开始以来,联合国成功调动超过6.5万辆卡车运送关键援助物资跨境运输,平均每年向125万叙利亚人提供援助。就行动规模、协调复杂性以及在叙境内运输面临的挑战而言,这是规模最大、最为复杂的人道主义供应链之一...

《大行》里昂:寧德時代(03750.HK)進入觀望期 目標價820元 維持「跑贏大市」評級 - AASTOCKS.com

Google 📅 05/05 12:06 3750.HK
《大行》里昂:寧德時代(03750.HK)進入觀望期 目標價820元 維持「跑贏大市」評級 AASTOCKS.com

《大行》里昂:寧德時代(03750.HK)進入觀望期目標價820元維持「跑贏大市」評級財經新聞Financial News - AASTOCKS.com

Google 📅 05/05 12:06 3750.HK
《大行》里昂:寧德時代(03750.HK)進入觀望期目標價820元維持「跑贏大市」評級財經新聞Financial News AASTOCKS.com

《大行》里昂:寧德時代(03750.HK)進入觀望期目標價820元維持「跑贏大市」評級Financial News - AASTOCKS.com

Google 📅 05/05 12:06 3750.HK
《大行》里昂:寧德時代(03750.HK)進入觀望期目標價820元維持「跑贏大市」評級Financial News AASTOCKS.com

《大行》里昂:寧德時代(03750.HK)進入觀望期目標價820元維持「跑贏大市」評級財經新聞Financial News - AASTOCKS.com

Google 📅 05/05 12:06 3750.HK
《大行》里昂:寧德時代(03750.HK)進入觀望期目標價820元維持「跑贏大市」評級財經新聞Financial News AASTOCKS.com

《大行》里昂:寧德時代(03750.HK)進入觀望期目標價820元維持「跑贏大市」評級Financial News - AASTOCKS.com

Google 📅 05/05 12:06 3750.HK
《大行》里昂:寧德時代(03750.HK)進入觀望期目標價820元維持「跑贏大市」評級Financial News AASTOCKS.com

《大行》里昂:寧德時代(03750.HK)進入觀望期目標價820元維持「跑贏大市」評級財經新聞Financial News - AASTOCKS.com

Google 📅 05/05 12:06 3750.HK
《大行》里昂:寧德時代(03750.HK)進入觀望期目標價820元維持「跑贏大市」評級財經新聞Financial News AASTOCKS.com

《大行》里昂:寧德時代(03750.HK)進入觀望期目標價820元維持「跑贏大市」評級財經新聞Financial News - AASTOCKS.com

Google 📅 05/05 12:06 3750.HK
《大行》里昂:寧德時代(03750.HK)進入觀望期目標價820元維持「跑贏大市」評級財經新聞Financial News AASTOCKS.com

《大行》里昂:寧德時代(03750.HK)進入觀望期目標價820元維持「跑贏大市」評級財經新聞Financial News - AASTOCKS.com

Google 📅 05/05 12:06 3750.HK
《大行》里昂:寧德時代(03750.HK)進入觀望期目標價820元維持「跑贏大市」評級財經新聞Financial News AASTOCKS.com

大摩:降中国中免目标价至77港元

格隆汇 📅 05/05 12:05
格隆汇5月5日|摩根士丹利就中国中免(1880.HK)发布研报称,考虑到近期市场趋势及该公司首季业绩,将2026至2027年每股盈利预测下调6%至7%,并将收入预测各下调13%;H股目标价由89 港元下调至77港元,评级“与大市同步”。

AMD Earnings Tonight May 5: 3 Scenarios for the Stock - Gotrade

Google 📅 05/05 12:05 AMD.O
AMD Earnings Tonight May 5: 3 Scenarios for the Stock Gotrade

AMD Q1 Earnings Preview: What Wall Street Wants From Lisa Su - Gotrade

Google 📅 05/05 12:05 AMD.O
AMD Q1 Earnings Preview: What Wall Street Wants From Lisa Su Gotrade

豆包为什么选择了 “最low”的变现方式?

36kr 📅 05/05 12:05 GOOG.O
国民级AI应用,也要收钱了? 5月3日,据第一财经报道,字节跳动旗下AI应用“豆包”最快将于5月中下旬上线首款付费包月产品。App Store页面显示,付费订阅分为三档:标准版连续包月68元、加强版200元、专业版500元,年费最高达5088元。 针对付费会员,豆包官方回应称,豆包始终提供免费服务,在免费服务的基础上,豆包也在探索推出更多增值服务,相关方案细节目前还在测试阶段。 有接近豆包的人士透...

Is Palantir Stock Still Worth Chasing After the Q1 2026 Beat? - Gotrade

Google 📅 05/05 12:05 PLTR.O
Is Palantir Stock Still Worth Chasing After the Q1 2026 Beat? Gotrade

Indonesia Intervenes in Markets as Rupiah Sets New Record Low

Bloomberg 📅 05/05 12:04
Indonesia’s central bank intervened in the foreign-exchange markets as the rupiah set a new record low. Bank Indonesia intervened through offshore and domestic non-deliverable forwards, spot transactions and government bonds in the secondary market, Erwin Hutapea , executive director of monetary and securities management, said in a mobile-phone message on Tuesday. The rupiah dropped 0.2% to 17,422...

US and Iran Trade Fire in the Gulf, UAE Intercepts Missiles

Bloomberg 📅 05/05 12:04
The US and Iran exchanged fire in the Persian Gulf in a flareup of violence on Monday that also drew in the United Arab Emirates. Bloomberg's Joumanna Bercetche reports. (Source: Bloomberg)

五一黃金周|部分內地旅客離港 料今天是出境高峰

无线新闻 📅 05/05 12:01
內地五一黃金周長假期最後一天,部分內地旅客離港,預計今天是出境高峰。 在西九龍高鐵站候車大堂,早上人流不算多。站牌就顯示上午和下午多班前往各省市的長途和短途列車,車票都已經售罄。有旅客向車站櫃檯職員查詢。 入境處公布,昨日合共有22萬人次內地旅客出境,預計今天是出境高峰。有上海旅客稱會坐高鐵到深圳,再轉乘飛機回家。 喬女士上海旅客說︰「之前兩班已經售完了,只有10時18分的班次。我們的機票是下午一...

港股午评:恒生科技指数跌1.83%,恒指跌1.1%失守26000

格隆汇 📅 05/05 12:01
格隆汇5月5日|美伊爆发冲突,紧张局势再度升温,港股三大指数集体下跌。截至半日收盘,恒指跌1.16%报25793点,恒生科技指数跌1.83%报4885点,国企指数跌1.25%报8664点。30只恒生科技指数成分股中,仅百度和比亚迪电子上涨,小米、比亚迪股份、同程旅行、携程集团跌超3%,中芯国际、美团跌超2%。

港股午评:恒生指数跌1.16%,恒生科技指数跌1.83%

同花顺 📅 05/05 12:01
港股午间收盘,恒生指数跌1.16%,恒生科技指数跌1.83%。板块方面,工业集团企业、半导体产品与设备板块涨幅靠前;通信设备、汽车板块跌幅靠前。个股方面,天星医疗涨132.49%,量化派涨9.35%,怡俊集团控股涨8.4%,华勤技术涨8.2%,粤港湾控股涨7.81%;群核科技跌7.19%,轻松健康跌7.05%,瑞浦兰钧跌6.42%,五一视界跌6.25%,赛力斯跌6.17%。

Wyoming lawmakers use pro-natalist arguments to justify proposed new partial abortion ban

NPR News 📅 05/05 12:01
Wyoming lawmakers say tight new restrictions on abortion are needed to grow the state's population. Demographers and others say economic conditions are more to blame for an exodus of young people. (Image credit: Jamie Schwaberow)

AI Threatens Private Debt Recovery in Software: Davidson Kempner

Bloomberg 📅 05/05 12:00
Disruptions caused by artificial intelligence are threatening private credit firms’ potential recovery rates in the software sector, according to Davidson Kempner Capital Management LP chief investment officer Tony Yoseloff . “My real concern is in recovery value in these assets,” Yoseloff said at the Milken Institute Global Conference on Monday, adding that the average recovery in first-lien debt...

‘Extreme demands’: Finnish cross-country ski psychodrama Guts finds global success

The Guardian 📅 05/05 12:00
Ferocity of women’s sport juxtaposed with cosy homes and pretty snow scenes in TV series gaining wider recognition The concept of sisu – used to refer to guts or inner strength – is often talked about as the source of Finnish happiness. And Guts, a hit Finnish TV series about top female cross-country skiers, makes it clear from the beginning that any happiness in this psychodrama is going to be ex...

‘Historic breakthrough’: could the fossil fuel era be coming to an end? – podcast

The Guardian 📅 05/05 12:00
The transition towards renewable energy received a boost last week when representatives from 57 countries met in Santa Marta, Colombia, for a world-first climate meeting aimed at bringing the fossil fuels era to an end. Madeleine Finlay hears from the Guardian’s global environment editor, Jon Watts, about how the landmark conference came about, who was missing, and whether the optimism can transla...
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