-- 浙江金谷（深圳证券交易所代码：002488）收到一家未公开名称的全球汽车制造商的提名函，将为其重型卡车供应Avatar低碳轮毂。 根据周四提交给深圳证券交易所的文件，量产计划于9月启动。 这是该公司在欧洲重型卡车领域的首个原厂配套项目。 这家钢轮制造商的股价周四收盘上涨2%。
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National Bank Sees Canadian Dollar Softness in Q2 But to Strengthen in H2 2026
National Bank of Canada said it expects some near-term softness through Q2 for the Canadian dollar (CAD or loonie) but it looks for the currency to strengthen into the second half of the year.
$$CAD$$CXY
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Research Alert: Nutrien: Pricing Strength Helps Offset Volume Headwinds, Q1 Eps Beats Estimates
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Nutrien delivered robust Q1 results with adjusted EPS of $0.51 significantly outperforming the prior year's $0.11, while adjusted EBITDA increased 30% to $1.11B. Sales rose 19% to $6.05B, supported by record potash volumes of 3.51M tonnes and higher fertilizer benchmarks across all segments. Potash delivered exceptional performance with record sales volumes and improved pricing power, generating adjusted EBITDA of $578M on higher net selling prices of $264/tonne. Management reaffirmed all 2026 guidance ranges, including Retail adjusted EBITDA of $1.75-$1.95B and potash sales volumes of 14.1-14.8M tonnes. Retail operations demonstrated resilience with adjusted EBITDA surging 135% to $108M despite ongoing farm sector financial stress, while Nitrogen benefited from stronger global benchmarks though production volumes declined due to facility shutdowns. The company returned $409M to shareholders through dividends and share repurchases.
$NTR
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Research Alert: Celh: Q1 Well-ahead Of Expectations; Shares Jump 5%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Celsius Holdings (CELH) posted Q1 adjusted EPS of $0.41 vs. $0.18 (+128%), well-ahead of the $0.29 consensus. CELH's net sales rose 138% to $782.6M ($22.0M above consensus) but gross margin contracted 400 bps to 48.3% (40 bps below consensus) due to acquisition mix and integration costs. The strength of the top line was largely due to the Alani Nu and Rockstar Energy acquisitions which respectively contributed $368M and $67M of sales to the top line. The portfolio's retail performance showed mixed results, with Alani Nu delivering robust 100% Y/Y growth while the legacy CELSIUS brand grew 6%, and Rockstar Energy declined 13%. In Q1, CELH repurchased $24M of stock. CELH shares are trading 6% higher in pre-market trading on the big bottom-line beat. While we weren't thrilled by the company's 2025 acquisition of Rockstar Energy and how the growth of its legacy CELSIUS brand has slowed dramatically, the Alani Nu acquisition was a transformational deal which continues to pay off and drive growth.
$CELH