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美银Hartnett:材料板块将是下一个“牛市新宠”

华尔街见闻 📅 05/10 12:09
美银证券首席投资策略师Michael Hartnett在最新报告中点名材料板块,称其将是下一个“牛市新宠”。 Hartnett在最新报告中指出, 全球地缘政治对资源的争夺、AI资本开支热潮、国防支出激增以及美国住房短缺,正在共同推动材料板块进入长期上行拐点。 材料板块目前仅占标普500市值的2%,接近30年低位,估值洼地特征显著。 与此同时,他指出美股年化涨幅达20%,黄金年化涨幅达30%。这一组...

第四个孩子出生后,我从工作了12年的腾讯离职了

36kr 📅 05/10 12:07 700.HK
作者 | 夜风 大约半年前,在第四个孩子出生后,Moliba从自己工作了将近12年的腾讯离职了。 她从毕业就进入这家公司,辗转过五个部门,还参与过两次从零到一组建团队和部门的过程。此时做出离职这个决定,就意味着割舍自己过去的三分之一的人生。 而在顶尖大厂履历背后,母亲的身份贯穿着她的全部职场经历,她知道自己透支了多少心力。第四胎的到来给了她一个契机,一个暂停一切去喘口气的契机。她觉得自己该歇歇了。...

德国据报重启购买美国“战斧”巡航导弹计划

格隆汇 📅 05/10 12:05
格隆汇5月10日|据英国金融时报,德国正在重新启动购买美国“战斧”巡航导弹的计划。德国国防部长计划前往华盛顿,以重启德国购买远程系统的提议。

伊朗特使:若美国理性行事,达成协议是有可能的

格隆汇 📅 05/10 12:05
格隆汇5月10日|据伊朗伊斯兰共和国通讯社(IRNA),伊朗驻亚美尼亚特命全权大使哈立勒·谢尔赫拉米强调,如果那些对伊朗实施非法侵略的国家在其政策和行为上回归理性、基于逻辑的做法,就有可能达成协议。谢尔赫拉米周六在接受亚美尼亚电视台采访时强调,美国和以色列政权对伊朗的侵略清楚地表明,无法通过军事手段、施压或威胁迫使伊朗投降或接受任何一方的极端要求。他表示,伊朗愿意通过谈判达成协议,但这需要明确的保...

格隆汇5月10日|高盛投资的Lendable计划拓展美国市场。

格隆汇 📅 05/10 12:04
格隆汇5月10日|高盛投资的Lendable计划拓展美国市场。

Russian-flagged tanker linked to sanctioned LNG loading as shadow fleet expands

Investing 📅 05/10 12:01

嶺澳核電站測試期間有隔離閥關閉時長超出技術規範書要求 無釋出放射性物質

无线新闻 📅 05/10 12:01
保安局接獲廣東省核應急委員會辦公室通報,指嶺澳核電站測試期間,有隔離閥關閉時長超出技術規範書要求,事件中無釋出放射性物質。 通報指嶺澳核電站1號機組周四按計劃處於停機換料狀態,人員例行測試期間,為調整設備冷卻水流量,在主控室遠程關閉一個備用設備冷卻水隔離閥,並於當日恢復到正常狀態,但隔離閥關閉時長超出技術規範書要求。內地當局指機組安全,三道安全屏障完整,無放射性物質對外釋放。 根據國際核事件分級標...

母親節|李家超送祝福 不少子女選購花束答謝媽媽

无线新闻 📅 05/10 12:01
今天是母親節,行政長官李家超祝天下媽媽母親快樂。 李家超在社交網站,上載一幅以人工智能生成的全家福照片作為賀卡,祝大家母親節快樂。 而在旺角花墟,有不少子女來選購花束,希望透過鮮花答謝媽媽。大束、小束,各有捧場客。有人一次過買數束,準備送給全家的女士。 鄭先生說:「我第一次幫母親買花,之前都是父親買的。可以看到不同的花、慢慢挑選,感覺很好。」 鄺小朋友說:「多謝母親平時照顧,可以讓我們這麼好成長,...

家國天下|熊貓水墨情

i-cable 📅 05/10 12:00
【有線新聞】大熊貓水墨畫藝術家黃湘詅,推出以熊貓為主題的畫展及青少年水墨藝術工作坊,透過傳統中國水墨畫,呈現熊貓的可愛風采。有別於以往展出多數取材自四川原生態環境或傳統水墨意象的作品,這次黃湘詅以6隻在本港生活的大熊貓為畫展主角。為了將藝術與保育結合,畫作出售之淨收益將撥捐本地一間主題公園,支持保育工作。 本集第二節訪問港區全國政協委員兼香港專業進修學校校長陳卓禧,談談人工智能在內地及本港的實踐情...

Hong Kong to seek more elderly care places in Guangdong, Chris Sun says

SCMP 📅 05/10 12:00
Authorities will negotiate with operators of popular care homes in Guangdong province to secure more places for elderly Hongkongers to meet rising demand, the welfare minister has said, amid a ninefold surge in city residents moving into such facilities across the border in recent years. Secretary for Labour and Welfare Chris Sun Yuk-han said in an interview with the South China Morning Post that ...

Are you a ‘time optimist’? I’m sorry, we can’t be friends | Polly Hudson

The Guardian 📅 05/10 12:00
Are you late so often that it’s become your entire personality? Just know this: you are the worst No matter the rumours, no matter the truth, Hollywood convention dictates that all actors describe whatever cast they’ve been part of as “one big happy family”. This rule being broken, and by a true legend – albeit 33 years later – means something serious must have taken place. Which it did. In a new ...

Tehran, Taiwan, trade … what are the hazards facing Trump on Xi summit tightrope?

The Guardian 📅 05/10 12:00
US leader enters talks with superpower rival from vulnerable position, but will be hoping for economic wins amid turbulent backdrop If all goes to plan over the next few days – and that is a big if – Donald Trump will arrive in Beijing on Wednesday for a highly anticipated summit with Xi Jinping , China’s leader. The trip will mark the first time a US president has visited China in nearly a decade...

Defence sovereignty: Europe races to build the low-cost weapons of future

The Guardian 📅 05/10 12:00
With Trump wavering on Nato and war in Ukraine, Europe is scrambling to spend billions on weapons such as drones In a small workshop in England’s East Midlands, engineers at the British startup Skycutter are designing weapons for Ukraine. A row of 3D printers make the fuselage for interceptor drones, while parts such as motors and navigation chips are slotted together by hand. The same process hap...

Hantavirus is not easily spread, but is global heating upping our exposure?

The Guardian 📅 05/10 12:00
Argentina back in spotlight 30 years after first person-to-person transmission was documented in Patagonia An outbreak in rural communities 30 years ago in the Patagonia area of Argentina led scientists, for the first time, to document person-to-person transmission of hantavirus, which until then had been known only to spread through contact with rodents. Nearly a decade ago another outbreak, also...

China’s ‘super catalyst’ turns waste water into fertiliser building block, tripling output

SCMP 📅 05/10 12:00
A team in China has designed a catalyst that can transform nitrate pollution from agricultural and industrial waste water into ammonia – the chemical backbone of urea fertiliser – with nearly three times the efficiency of conventional catalysts. The study detailing this breakthrough was published on March 18 in the Journal of the American Chemical Society, where it was showcased on the front cover...

Politics And The Markets 05/10/26

Seeking Alpha 📅 05/10 12:00
This is the forum for daily political discussion on Seeking Alpha. A new version is published every market day. Please don't leave political comments on other articles or posts on the site. The comments below are not regulated with the same rigor as the rest of the site, and this is an 'enter at your own risk' area as discussion can get very heated. If you can't stand the heat... you know what the...

AMD expects weaker gaming business: memory prices become a drag on PC hardware - igor´sLAB

Google 📅 05/10 12:00 AMD.O
AMD expects weaker gaming business: memory prices become a drag on PC hardware igor´sLAB

The Best Under-the-Radar AI Stocks to Buy in 2026

The Motley Fool 📅 05/10 12:00 NVDA.OPLTR.OALAB.O
You're certainly familiar with names like Nvidia and Palantir Technologies . The former remains the world's chief supplier of artificial intelligence (AI) data center processors, while the latter is one of the most-used decision-intelligence platforms. Both stocks have performed very well of late thanks to AI mania. The problem with stepping into such well-known names, however, is simply that thes...

算力银行、算力超市来了,利好中小企业

第一财经 📅 05/10 11:59
提升算力普惠易用水平、降低中小企业用算成本。 普惠算力赋能中小企业发展迎来新进展。 2026普惠算力赋能中小企业发展大会9日在雄安新区举办。中国算力平台算力超市·中小企业专区正式上线。中国信息通信研究院与中国银行正式签订中国算力平台算力银行合作协议。 工业和信息化部信息通信发展司副司长赵策表示,深入实施普惠算力赋能中小企业发展专项行动,是提升算力普惠易用水平、降低中小企业用算成本的重要举措。要优化...

一只独角兽造假,投资人被骗30亿

36kr 📅 05/10 11:59
惊天大案的曝光 本文3741字,约5.3分钟 作者 | 王涛 编辑 | 吾人 来源 | #融中财经 (ID:thecapital) 前不久,印尼万隆地方法院的合议庭正式宣读了一份判决书,让整个东南亚一级市场都屏住了呼吸。 水产独角兽eFishery曾被称作“印尼农业科技的皇冠明珠”,它的创始人吉布兰·胡宰法,因为犯了挪用职权罪和洗钱罪(TPPU),被法院判处9年有期徒刑,还附加了10亿印尼盾的罚款...

报道:马来西亚总理将公布马来西亚石油供应稳定保障计划

新浪 📅 05/10 11:55
据报道,受伊朗局势冲突持续带来诸多不确定性影响,马来西亚总理即将公布一项石油供应保障预案,以稳固本国石油供应。 报道援引马来西亚经济部长的消息称,该计划核心目标是确保国内石油供应充足,为经济运行提供支撑。伊朗局势及霍尔木兹海峡航运受阻,已引发全球能源危机担忧。 马来西亚政府表示,4月份燃油补贴支出预计达70亿马币(约合18亿美元),较伊朗冲突爆发前高出约十倍。马来西亚政府此前透露,现有燃油储备仅可...

倫敦再有反猶太活動 兩男涉拍反猶太TikTok被捕|外媒焦點‧英國

无线新闻 📅 05/10 11:52
《衛報》報道,英國倫敦警方拘捕兩名來自倫敦西部希靈登區的男子,涉嫌於周四晚上,前往一個位於北部以猶太人為主的社區史丹佛山,接近和騷擾猶太居民,並拍攝過程,上載至社交平台TikTok。 皇家檢察署證實,相關指控涉及宗教性質嚴重騷擾。倫敦警方表示,行動中共拘捕五名男子,其中兩人遭起訴,並已於周六提堂,需繼續還押候審。其餘三名年齡介乎20至21歲的男子則獲准保釋。 兩名被告分別被控違反《1998年犯罪與...

“苏伊士时刻”:大国霸权衰落的转折点

华尔街见闻 📅 05/10 11:51
“苏伊士时刻”源于1956年苏伊士运河战争,又称1956年苏伊士运河危机、第二次中东战争。 在国际关系史上,“苏伊士时刻”特指英国在1956年苏伊士运河战争后,彻底丧失对这条欧亚咽喉水道的掌控,其殖民帝国体系随之加速瓦解、全球霸权最终走向终结。 后来,“苏伊士时刻”多用于指代一个大国霸权衰落的转折点,指一个大国在关键战略节点丧失控制权,从而引发其全球地位发生不可逆崩塌的历史瞬间。 1956年苏伊士...

Tenaz Energy Hits Geopolitical Sweet Spot

Seeking Alpha 📅 05/10 11:50
abadonian/iStock via Getty Images A commenter on my March article recommending Vermillion Energy ( VET ) suggested Tenaz Energy ( ATUUF ) as a "similar but better pick." While Tenaz was close to the lead in an energy stock contest I take part in, having more than doubled this year, it had run too far too fast for me to feel comfortable recommending it. However, with a recent plateau and selloff, i...

5 Things Investors Should Know from AMD's Latest Earnings Call (Including the Company's $120 Billion Server CPU Opportunity) - AOL.com

Google 📅 05/10 11:50 AMD.O
5 Things Investors Should Know from AMD's Latest Earnings Call (Including the Company's $120 Billion Server CPU Opportunity) AOL.com

Down 48% in 6 Months, Is There Any Hope for Solana?

Nasdaq 📅 05/10 11:50
Key PointsSolana is experiencing falling prices and legal problems.

特朗普希望俄乌“大幅延长”停火 俄方回应

同花顺 📅 05/10 11:49
俄罗斯官员9日表示,目前没有计划延长从5月9日至11日的停火。美国总统特朗普先前表示,希望“大幅延长”停火。俄新社9日报道,俄罗斯总统助理乌沙科夫回应特朗普的言论时说:“协议规定,胜利日停火将持续3天,即9日、10日和11日。”俄总统新闻秘书佩斯科夫当天也表示,目前停火仅限于9日至11日,就是否延长停火“目前还没有其他对话”。(新华社)

Anwar to Outline Malaysia Oil Supply Continuity Plan: Bernama

Bloomberg 📅 05/10 11:49
Malaysian Prime Minister Anwar Ibrahim will unveil a plan soon to shore up the country’s oil supply as uncertainties stemming from the conflict in Iran continue, Bernama reported . The plan will focus on making sure there is enough domestic supply to support economic activity, the report said, citing Economy Minister Akmal Nasrullah Mohd Nasir . The war in Iran and the disruption it has caused to ...

德国机场协会:航油短缺持续或致更多航班取消

同花顺 📅 05/10 11:48
德国机场协会主管警告说,由于航空燃油持续短缺,未来可能有更多航班被取消,机票也可能进一步涨价。(新华社)

食環署將拓展應用無人機 試驗全自動空中巡視街道清潔等工作

无线新闻 📅 05/10 11:47
食環署將拓展應用無人機,試驗全自動空中巡視,街道清潔等工作。 署方去年起與機電署合作,試用無人機按預設航線自動巡航,並以人工智能技術分析影像,偵測垃圾堆積、垃圾桶滿溢及垃圾收集設施損毀等情況,協助食環署適時調派人員跟進。 署方計劃在轄下公廁頂部,安裝無人機起降和充電的基地,待民航處批出許可,將分兩階段測試,實現全自動空中巡視。 署方亦利用無人機偵測和打擊非法屠宰、非法凍肉倉儲等。人員透過高空影像,...
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