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‘Let’s give it a try’: motion sickness no barrier for Hong Kong’s first astronaut

SCMP 📅 05/24 00:04
Lai Ka-ying suffers from motion sickness, cannot stand hot weather, was not a top student and did not speak Mandarin – all of which made the 43-year-old mother of three an unlikely pick as Hong Kong’s first astronaut. But the Hong Kong-born payload specialist on China’s Shenzhou-23 mission, which is expected to blast off on Sunday night and head to the Tiangong space station, made it through almos...

This Artificial Intelligence (AI) Stock Will Beat Nvidia, AMD, Broadcom, and Intel to Become the Biggest Winner in AI Inference - The Motley Fool

Google 📅 05/24 00:04 MSFT.ONVDA.OAMZN.O
Consulting giant Deloitte noted in November last year that inference workloads will be the next big thing in artificial intelligence (AI) in 2026. According to Deloitte, inference will account for two-thirds of AI computing power this year, up from 50% in 2025. Deloitte estimates the market for inference-focused AI chips could reach $50 billion this year. McKinsey, on the other hand, estimates tha...

Iheanacho ensures Celtic ease past Dunfermline to win Scottish Cup and Double

The Guardian 📅 05/24 00:04
Now for the really interesting part. Celtic’s completion of a domestic double was every bit as straightforward as Dunfermline feared it could be. Whether that achievement is sufficient for Martin O’Neill to be handed an extended stay as the Celtic manager should soon become clear. O’Neill has support, internally and externally, for his cause. Even at 74, he clearly fancies the job. Dragging Celtic...

Microsoft (MSFT) Executive Sells Shares, Reducing Holdings - GuruFocus

Google 📅 05/24 00:02 MSFT.O
Microsoft (MSFT) Executive Sells Shares, Reducing Holdings GuruFocus

Bielle-Biarrey doubles up as Bordeaux sink Leinster to retain Champions Cup

The Guardian 📅 05/24 00:01
Another vintage year for Bordeaux, another bitter final loss for Leinster. On a hot, unforgiving afternoon in Bilbao there was never the slightest doubt who would be hoisting the trophy into a cloudless Basque sky, such was the clear superiority of the defending champions. Only Leinster themselves have ever racked up more points in a Champions Cup final and the scoreboard did not lie. In some ways...

The office lunch was once a luxury. Now it’s just a pain | Dave Schilling

The Guardian 📅 05/24 00:00
It’s 12.30pm as I write this. My mind is preoccupied with moving my fingers from key to key on my ageing laptop, a task I paused briefly to remove a hair from the screen. Then, I scratched my leg again, which kicked up another hair. I should get back to work, but I can’t concentrate. Why? Because I’m incredibly hungry. It is, after all, lunchtime – the most worthless part of any work day. It is no...

Starmer asks TNT Sports to make Champions League final free to view

The Guardian 📅 05/24 00:00
Keir Starmer has written to broadcaster TNT Sports asking it to make next weekend’s Champions League final free to view. The move is the latest measure that appears designed to appeal directly to voters, after the government announced earlier this week that it would cut VAT on entry to some attractions – such as theme parks, zoos and museums – during the school summer holidays. Starmer, who has a ...

New breed of political prisoner arises in Britain as anti-protest sentences rise

The Guardian 📅 05/24 00:00
Britain has created a new breed of political prisoners through the systematic incarceration of people acting to prevent climate breakdown and the annihilation of Gaza, a report claims. The research by Queen Mary University of London (QMUL) and the protest group Defend Our Juries says that custodial sentences for acts of direct action or civil disobedience were once rare but are now being imposed w...

Starmer urges TNT to make Champions League final free-to-air

BBC News 📅 05/24 00:00
Sir Keir Starmer has called on TNT Sports to make next Saturday's Champions League final between Arsenal and Paris St-Germain free-to-air. The UK prime minister has written the broadcaster to "strongly urge you to reconsider" a decision to make the final available to subscribers only. Every previous final since the Champions League format was introduced to the European Cup in 1992 has been made av...

Real estate stocks outperform broader markets

Seeking Alpha 📅 05/24 00:00
Vertigo3d/iStock via Getty Images Real estate stocks surged, outperforming the broader markets, as rising Treasury yields took a breather mid-week with investors eyeing a possible U.S.-Iran deal . President Donald Trump reportedly said Wednesday that the U.S. is in the "final stages" of talks with Iran. Long-term Treasury yields fell , with the U.S. 10 Year Treasury yield (US10Y) falling 9 basis p...

Broadcom’s AI Packaging Bet Gets Bigger. Wall Street Is Betting on More Upside for AVGO Stock. - Barchart.com

Google 📅 05/24 00:00 AVGO.O
Broadcom’s AI Packaging Bet Gets Bigger. Wall Street Is Betting on More Upside for AVGO Stock. Barchart.com

Up 195% YTD: 3 Reasons Why Seagate Stock Could Keep Rallying

Yahoo 📅 05/24 00:00 INTC.O
Seagate Technology (STX) has been one of the best-performing stocks in the S&P 500 Index ($SPX) this year, with shares soaring 195.42% year-to-date (YTD). The stock’s stellar rally places it among the market’s top gainers, behind only Sandisk (SNDK) and Intel (INTC), whose shares have climbed roughly 529.26% and 224.15%, respectively, over the same period. The surge in Seagate’s stock has been dri...

Broadcom’s AI Packaging Bet Gets Bigger. Wall Street Is Betting on More Upside for AVGO Stock.

Yahoo 📅 05/24 00:00 NVDA.OAVGO.O
Shares of Broadcom (AVGO) have continued to grab attention on Wall Street as the AI infrastructure wave broadens out past GPUs and into semiconductor packaging innovations. As the latest catalyst, Applied Materials Inc. (AMAT) revealed that Broadcom had become its latest partner under its EPIC platform for developing cutting-edge innovations in AI chip packaging. The collaboration adds further fue...

Broadcom’s AI Packaging Bet Gets Bigger. Wall Street Is Betting on More Upside for AVGO Stock. - Yahoo Finance

Google 📅 05/24 00:00 NVDA.OAVGO.O
Shares of Broadcom (AVGO) have continued to grab attention on Wall Street as the AI infrastructure wave broadens out past GPUs and into semiconductor packaging innovations. As the latest catalyst, Applied Materials Inc. (AMAT) revealed that Broadcom had become its latest partner under its EPIC platform for developing cutting-edge innovations in AI chip packaging. The collaboration adds further fue...

These special phone and app features can help protect you from spyware

TechCrunch 📅 05/24 00:00 AAPL.OGOOG.OMETA.O
Spyware attacks on journalists, human rights defenders, and political dissidents are no longer rare or exotic. In early 2025, WhatsApp notified roughly 90 users — many of them journalists and civil society members across Europe — that they had been targeted by Israeli spyware company Paragon Solutions. Months later, Apple sent threat notifications to a new group of iOS users; forensic analysis con...

Nvidia’s Jensen Huang arrives in Taiwan - Taipei Times

Google 📅 05/24 00:00 TSM.N
Nvidia’s Jensen Huang arrives in Taiwan Taipei Times

[中邮证券]农林牧渔深度报告:底部蛰伏,静待周期拐点

东方财富 📅 05/24 00:00
业绩表现总结:业绩承压 25年及26年Q1农业行业整体营收同比增速为2.63%、3.38%。25年全年农业行业归母净利为308.31亿元,同比大幅下降37.47%,26年Q1则已陷入亏损。分板块看: 1)生猪:价格低迷,企业间分化加剧。2025年全国生猪均价为13.72元/公斤,同比下降18.24%,26年Q1进一步降至11.43元/公斤,行业已陷入深度亏损。上市公司业绩承压,25年和26年Q1,...

[华源证券]商业航天周报:SpaceX公布招股说明书,产业链有望获强力推动

东方财富 📅 05/24 00:00
投资要点: 1.投资要点 1.1.SpaceX公布招股说明书,史上最大IPO启动。美东时间5月20日,SpaceX向SEC提交S-1注册声明,拟在纳斯达克以代码"SPCX"上市,路演6月4日启动,定价日6月11日,目标上市日6月12日。据澎湃新闻,此次IPO预计募资规模750亿美元,对应公司估值区间为1.75万亿至2万亿美元。(1)招股书首度公开核心财务数据:2023年至2025年,SpaceX分...

[东吴证券]非银金融行业点评报告:八部门联手“全链条”封堵非法跨境证券,合规出海渠道直接受益

东方财富 📅 05/24 00:00
事件:2026年5月22日,经国务院同意,中国证监会、工信部、公安部、央行、金融监管总局、国家网信办、国家外汇局等八部门联合印发《综合整治非法跨境证券期货基金经营活动实施方案》。同日,证监会宣布对富途证券、老虎证券、长桥证券等境外机构非法跨境展业行为立案调查,拟没收其境内外相关主体全部违法所得,并依法严厉处罚。 投资要点 三次监管内容梳理:1)2021年10月15日,证监会通过媒体首次表明监管态度...

[华源证券]有色金属大宗金属周报:美联储加息预期压制上行空间,铜价高位震荡

东方财富 📅 05/24 00:00 3750.HK
投资要点: 铜:美联储加息预期压制上行空间,铜价高位震荡。本周伦铜/沪铜/美铜涨跌幅分别为+0.03%/+0.15%/+1.45%。库存端,国内库存去化,伦铜/纽铜/沪铜库存分别为39.2万吨/63.4万短吨/18.3万吨,环比变化-0.97%/+1.08%/+1.55%;国内电解铜社会库存24.38万吨,环比+0.21%。需求方面,电解铜杆周度开工率61.97%,环比降低1.54pct,铜供给端...

[东吴证券]通用自动化2025年报&2026年一季报总结:通用设备需求筑底复苏,核心关注机床&FA等低位板块

东方财富 📅 05/24 00:00
核心要点 机床&刀具:看好国产化&出海进程加速的机床刀具行业。 我们选取8家机床行业标的,包括【国盛智科】【科德数控】【创世纪】【海天精工】【浙海德曼】【秦川机床】【纽威数控】【华辰装备】进行分析。2025年合计实现营收189亿元,同比+10%;2026年一季度合计实现营收45.9亿元,同比+12%。2025年机床行业合计归母净利润为14.27亿元,同比-3.9%;2026年一季度合计归母净利润3...

[国信证券]高纯四氯化硅行业点评:光纤、半导体需求高速增长,高纯四氯化硅迎来量价齐升

东方财富 📅 05/24 00:00
事项: 光纤供需持续偏紧,光纤企业大规模扩建光棒产能。4月21日远东股份公告新建1800吨光纤预制棒产能、烽火通信拟新增1300吨光纤预制棒产能、亨通光电拟建二期项目新建800吨光纤预制棒,此外中天科技、特发信息等企业均有光纤预制棒扩产计划。光纤预制棒对高纯四氯化硅需求高增,国内高纯四氯化硅龙头三孚股份披露,自身产能接近满负荷运行,我们认为高纯四氯化硅有望量价齐升。 国信化工观点: 1)随着数据中...

[国信证券][珀莱雅]收购花知晓落地,强化品牌矩阵有望实现业绩估值双提振

东方财富 📅 05/24 00:00
珀莱雅(603605) 事项: 2026年5月22日,公司公告全资子公司珀莱雅(海南)拟以自有资金3.51亿现金,收购花知晓12.5479%的股权。交易完成后,公司对花知晓的持股比例将升至51%,实现绝对控股,纳入公司财报合并范围。 国信零售观点:本次并购和目前公司内部专业化妆师彩妆品牌彩棠,在目标客群、产品视觉风格及使用场景上形成差异化互补,有效丰富了公司的彩妆品类矩阵,持续强化公司多品牌和多市...

[万联证券]人形机器人行业跟踪报告:全国首个人形机器人全生命周期管理服务平台正式发布

东方财富 📅 05/24 00:00 TSLA.O
行情回顾: 本周人形机器人板块指数跑赢上证指数、沪深300指数和机械设备指数。本周人形机器人板块指数上涨3.57%,上证指数下跌0.54%,沪深300指数下跌0.30%,申万机械设备指数上涨1.92%,人形机器人板块指数跑赢上证指数4.11个百分点,跑赢沪深300指数3.87个百分点,跑赢申万机械设备指数1.64个百分点。 2026年初以来,人形机器人板块指数跑赢上证指数和沪深300指数,跑输机械...

[太平洋][山东黄金]金价上涨提振业绩,未来增量可期

东方财富 📅 05/24 00:00
金价上涨提振业绩,未来增量可期 山东黄金(600547) 事件:2026年Q1公司实现营业收入325.2亿元,同比+25.4%,环比+58.6%;归母净利润14.5亿元,同比+40.9%,环比+84.6%;扣非净利润14.6亿元,同比+41.9%,环比+39.5%。 矿产金产量同比下滑,金价上涨提振业绩。(1)产量:2026Q1公司自产金产量9.5吨,同比-19.6%,环比-14.1%,完成全年目...

[国元证券][比亚迪]深度报告:技术驱动后期大众市场,产能出海加速全球突破

东方财富 📅 05/24 00:00 1211.HK
比亚迪(002594) 报告要点: “二代刀片电池+闪充中国”精准切入后期大众市场核心痛点 公司以第二代刀片电池及“闪充中国”计划为抓手,推动纯电竞争由单点性能向体系能力升级。在行业渗透率逼近50%的关键阶段,用户需求由“尝鲜”转向“成熟、稳定、便捷”,续航与补能成为核心约束,公司通过“车端电池+站端网络”协同布局,直接回应后期大众用户对“无焦虑用车”的核心诉求。同时,公司在安全性、低温性能及补能...

[开源证券]食品饮料行业周报:4月社零数据走弱,新鲜零食业态萌芽

东方财富 📅 05/24 00:00
核心观点:社零数据增长承压,消费需求催生零食新赛道 5月18日-5月22日,食品饮料指数跌幅为2.9%,一级子行业排名第20,跑输沪深300约2.6pct,子行业中其他酒类(+1.5%)、其他食品(+0.0%)、零食(-0.8%)表现相对领先。2026年4月社零数据增速回落至+0.2%,主因在于汽车拖累以及国补退坡影响。汽车类大幅下拉增速,家电、家具等和国补相关品类持续承压,可选消费相对疲软。必选...

[开源证券]通信行业周报:英伟达和Anthropic财报印证全球AI高景气度

东方财富 📅 05/24 00:00 NVDA.OAMZN.O
英伟达Q1业绩再超预期,光通信和液冷成算力扩容首要受益环节 英伟达Q1营收利润双创新高,业务重构数据中心贡献超九成。英伟达2027Q1业绩显示,公司单季营收816.2亿美元,yoy+85%;净利润583亿美元,yoy+211%。除核心业务扩容超预期之外,本次财报还有三大亮点:收入预期方面,公司预计Q2营收将达910亿美元,超出分析师平均预期;AI基础设施资本开支方面,公司指出需求正以前所未有的速度...

[开源证券]电子行业周报:CPU进入量增新阶段,两存上市迎重大进展

东方财富 📅 05/24 00:00 NVDA.OGOOG.OTSM.N
市场回顾:存储&光学利好频出,电子板块走强 本周(2026.5.18-2026.5.22)电子行业指数上涨6.63%,受益于存储及光学面板侧事件催化,光学光电领涨7.45%,半导体和消费电子分别上涨6.59%及2.66%,其他电子零组件涨1.43%。海外市场方面,美股三大指数整体上涨,纳指、标普和道指分别上涨0.26%、0.50%及1.53%,科技方面,费城半导体指数涨3.24%、恒生科技指数跌1...

[开源证券][新睿电子]北交所新股申购报告:工业机器人“小巨人”,软硬协同的国产替代先锋

东方财富 📅 05/24 00:00
新睿电子(920211) 工业机器人“小巨人”,工业机器人的“大脑”与“神经”,轻资产撬动大市场 公司是国家级专精特新“小巨人”企业、浙江省“专精特新”中小企业、浙江省科技型中小企业、国家高新技术企业,截至2026年4月7日,取得58项专利,其中发明专利27项、实用新型专利16项、外观设计专利15项,并拥有计算机软件著作权140项。公司主营业务为工业机器人控制系统及部件、伺服系统及部件的研发、生产...
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