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贝莱德:沃什领导下,美联储有望“一降”

格隆汇 📅 05/25 17:23
格隆汇5月25日丨贝莱德集团称,在美联储新主席沃什的领导下,美联储或许有足够的理由支持一次降息,而非加息。贝莱德亚太区全球固定收益业务主管Navin Saigal回应关于 沃什任内加息概率的提问时表示:“如果非要我在加息和降息之间做出抉择,我认为实际上存在充分的因素来支持降息。”“展望未来,劳动力市场将面临一定的压力,这可能预示着美联储要么按兵不动,要么降息。”Saigal的上述言论与债券投资者的...

摩根士丹利:预计《GTA 6》发售四个月销量将达4000万份

同花顺 📅 05/25 17:23
分析师对《GTA 6》的销量给出极高预估。若预测成真,这款 Rockstar 工作室的续作不仅会打破纪录,更将重新定义行业销量标杆。据 Investor's Business Daily 消息,摩根士丹利预测,到 2027财年,《GTA 6》销量将达到 4000万份。该行分析师马修 · 科斯特向投资者表示:“我们依旧认为,Take-Two 在这场史上规模顶尖的娱乐产品发售中占据得天独厚优势。倘若本...

Philippine rescuers race to free workers trapped after hotel collapse

SCMP 📅 05/25 17:22
Philippine rescuers were racing against time on Monday in a search for possible signs of life more than 24 hours after the collapse of a building under construction in the city of Angeles, with crews carefully removing rocks and surrounding debris by hand. The painstaking manual operation around 80 km (50 miles) north of the capital Manila underscored the difficulty of the rescue effort, ‌carried ...

The Grave Dancer's Playbook: Finding Opportunity In A Frozen Housing Market

Seeking Alpha 📅 05/25 17:22
IanGoodPhotography/iStock via Getty Images Mortgage rates have climbed to their highest level since August, delivering yet another blow to what was supposed to be a stronger spring housing season. According to Freddie Mac, the average rate on a 30-year fixed mortgage jumped to 6.51%, up from 6.36% just one week earlier. That increase may not sound dramatic, but in today's affordability-constrained...

Gold rises as dollar, oil ease on U.S.-Iran deal prospects

CNBC 📅 05/25 17:22 GOOG.O
Gold prices rose more than 1% ‌on Monday, as optimism for a breakthrough in U.S.-Iran peace negotiations weakened the dollar and eased oil prices, which softened the inflation outlook. Spot gold was up 1.1% at $4,559.07 per ounce, as of 0736 GMT. U.S. gold futures for June delivery gained 0.8% to $4,559.80. While U.S. President Donald Trump has warned that he was in ⁠no hurry to finalize a deal wi...

龙磁科技:目前公司研发的芯片电感产品产能正在建设,处于客户端验证及小批量出货阶段

同花顺 📅 05/25 17:22
文章提及标的 龙磁科技 -- 免责声明: 风险提示:本文内容仅供参考,不代表同花顺观点。同花顺各类信息服务基于人工智能算法,如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作,风险自担,同花顺对此不承担任何责任。

Parts of England expected to hit 35C in ‘unprecedented’ May heatwave

The Guardian 📅 05/25 17:22
Temperatures are expected to hit 35C in parts of England on Monday, in an “unprecedented” May heatwave. The Met Office is already predicting that records will be broken. A spokesperson said: “Today will be the hottest day in May in the UK in our temperature records, with highs of 35C expected. The current May record is 32.8C. Records are usually only broken by tenths of a degree, making this heatw...

IGLD: All That Glitters May Not Be GLD; In 2026, That's The Point

Seeking Alpha 📅 05/25 17:22
DKosig/E+ via Getty Images The FT Vest Gold Strategy Target Income ETF ( IGLD ) participates in gold’s upside while also generating an income for investors. IGLD uses short-term US Treasury securities and options on SPDR Gold Shares ETF ( GLD ) to generate an income. The upside isn’t pure, like with GLD, for example; however, if gold is in a supported-but-volatile, sideways phase, IGLD can be usef...

新华医疗:山东健康集团完成增持计划金额下限的98.95%,决定终止增持计划

同花顺 📅 05/25 17:21
新华医疗公告,自2025年5月27日至2026年5月15日,控股股东山东健康集团通过上海证券交易所集中竞价增持657.43万股,增持金额9894.86万元,占总股本1.0837%,完成增持计划金额下限的98.95%;增持后持有股份1.82亿股,持股比例29.9944%。因继续增持将导致表决权比例触及30%并触发要约收购义务,山东健康集团决定终止本次增持计划。

公司问答丨中科星图:星图测控已发布“星眼”太空感知星座建设计划

格隆汇 📅 05/25 17:21
格隆汇5月25日|有投资者在互动平台向中科星图提问:根据贵司控股子公司星图测控旗下合肥观阙科技有限公司的招投标公告,太空态势感知卫星01星将在5月10日前完成出厂评审。请问目前进度如何? 中科星图回复称,星图测控已发布“星眼”太空感知星座建设计划,为全球航天活动提供专业化太空交通管理服务。相关工作稳步有序推进,同时综合考虑星、箭衔接、发射窗口等客观因素,择机发射,具体以星图测控及招投标平台的公开信...

腾讯ima宣布AI助手Copilot功能全面开放

同花顺 📅 05/25 17:21 700.HK
腾讯ima宣布,此前超10万人排队预约的AI助手Copilot功能正式全面开放,所有用户更新至最新版ima即可直接使用,无需排队申请。该功能已完成为期一个月的灰度测试,正式面向全量用户上线。ima Copilot定位为具备个人知识库能力的智能Agent,可深度记忆用户使用习惯、项目进度与使用偏好,无需重复说明背景信息,实现个性化交互。依托知识库直连能力,ima Copilot可快速完成素材整理、文...

龙磁科技:研发的芯片电感产品产能正在建设 处于客户端验证及小批量出货阶段

格隆汇 📅 05/25 17:21
格隆汇5月25日丨龙磁科技(300835)发布股票交易异常波动公告,目前公司研发的芯片电感产品产能正在建设,处于客户端验证及小批量出货阶段,当前该产品尚未形成稳定营收贡献,业务合作及订单交付进度存在不确定性,存在未来业务推进不及预期的风险。

研报掘金丨西部证券:松发股份业绩增长动能强劲,首予“买入”评级

格隆汇 📅 05/25 17:21
格隆汇5月25日|西部证券研报指出,松发股份实施重大资产置换注入恒力重工,战略转型跨入船舶制造。2025年期间,松发股份通过实施重大资产置换及发行股份购买资产,成功置入恒力重工100%股权,进军船舶制造。2026年一季度实现归属于母公司净利润为10.93亿元,同比增长330.3%。公司26Q1业绩同比显著提升,主要系公司船舶开工建造及交付量显著增长。认为恒力重工参与船舶行业有四大核心优势,即:规模...

China boosts services for migrant workers to spur consumption

SCMP 📅 05/25 17:21
China will improve access to healthcare, education and other public services for the nation’s 357 million-plus migrant workers, potentially boosting urban living standards and stimulating consumer spending. Local governments will end their restrictions on employee social security and expand access to public schools for the children of migrants, according to an announcement on Friday by the State C...

【焦点复盘】创业板指涨逾2%收复4000点,全市场连续2日超百股涨停,科创芯片股批量创历史新高

财联社 📅 05/25 17:20 981.HKNVDA.O
财联社5月25日讯,今日103股涨停,33股炸板,封板率76%。四环生物6天5板,恒林股份3连板,宝鼎科技13天8板,达实智能7天6板,京能电力9天6板,华盛昌8天4板,三祥新材4天3板,风华高科、莲花控股5天3板。市场探底回升,创业板指涨超2%,科创50指数盘中大涨超6%。黄白线分化明显,权重股表现较强。沪深两市成交额3.21万亿,较上一个交易日放量3024亿。盘面上,市场热点快速轮动,全市场超...

3 Reasons Nvidia Still Has Plenty of Room to Run

Nasdaq 📅 05/25 17:20 NVDA.OGOOG.O
Key Points Revenue from its latest chip design hasn't even started coming in the door. Nvidia reaffirmed its projection of $3 trillion to $4 trillion in data-center capital expenditure by 2030. The stock is cheap for its growth. 10 stocks we like better than Nvidia › Although Nvidia (NASDAQ: NVDA) may be the world's most valuable company, I think the stock still has a lot of room to rise. The mark...

阿联酋ADNOC船队“暗航”通过霍尔木兹 悄然把油气运出波斯湾

财联社 📅 05/25 17:19
财联社5月25日讯(编辑 周子意) 伊朗战事爆发以来,阿布扎比国家石油公司(ADNOC)一直在暗中使用自家船队将石油和天然气悄悄运出波斯湾,此举避开了伊朗海军和美国军舰,从而将这些资源运送给能源需求旺盛的客户。 有媒体基于追踪数据、交易商以及了解相关情况人士的陈述,得出一个结论:ADNOC通过诸如“暗航”(即船只在穿越霍尔木兹海峡时关闭应答器)等手段,从中东地区向外运输物资。 产油国的紧迫感 在近...

Hidden Tunnels and Muted Alarms: Inside China’s Deadliest Coal Mine Blast in a Decade

财新 📅 05/25 17:18
The site of a gas explosion at Tongzhou Group's Liushenyu coal mine in Qinyuan county, Changzhi, Shanxi province, on May 23, 2026. Photo: VCG Just past 7 p.m. on May 22, a miner went underground to conduct a routine inspection at a coal mine operating on a three-shift system. By 10 a.m. the following day, his personnel tracking device showed he was still in the same underground location, a family ...

研报掘金丨中信建投:亿纬锂能经营持续稳健,储能毛利率承压后快速修复

格隆汇 📅 05/25 17:17
格隆汇5月25日|中信建投证券研报指出,亿纬锂能经营持续稳健。量方面2025 年动力储能电池销量121.2GWh,同比+50%,储能领域公司2025年储能电芯出货量保持在全球第二的位置,动力领域公司2025年国内动力电池装机量市占率4.1%,同比+0.7pct。公司动力毛利率同比改善,储能毛利率承压后快速修复。利方面,公司动力业务受益于产能利用率提升,毛利率同比改善,储能业务毛利率上半年承压后通过...

杰富瑞上调Workday目标价至140美元

格隆汇 📅 05/25 17:16
格隆汇5月25日|杰富瑞将Workday的目标价从115美元上调至140美元,维持“持有”评级。(格隆汇)

2连板宏和科技:主要产品电子级玻璃纤维布是PCB的基础材料之一

格隆汇 📅 05/25 17:15
格隆汇5月25日|宏和科技(603256)公告称,公司股票于2026年5月21日、22日、25日连续3个交易日收盘价格涨幅偏离值累计超过20%,属于股票交易异常波动。近日,公司关注到部分媒体将公司列为“PCB概念”。公司主要产品电子级玻璃纤维布是PCB的基础材料之一,公司长期专注于主要产品的研发、生产与销售,主营业务不存在重大变化。经公司自查,公司未发现需要澄清或回应的媒体报道或市场传闻;也未发现...

德国两年期国债收益率继续下跌

同花顺 📅 05/25 17:15
德国两年期国债收益率继续下跌 2026-05-25 17:15:33 来源: 同花顺7x24快讯 分享 德国两年期国债收益率继续下跌,日内一度跌9.7个基点,报2.543%。

abrdn Ultra Short Municipal Income Fund Q1 2026 Commentary

Seeking Alpha 📅 05/25 17:15
matejmo/iStock via Getty Images Fund performance The abrdn Ultra Short Municipal Income Fund (Institutional class shares, net of fees) returned 0.57% for the first quarter, and underperformed the 0.64% return of its benchmark, the Bloomberg Municipal Bond 1 Year (1-2) Index. ¹ During the quarter, allocations to multi-family housing detracted from relative performance. Conversely, the Fund's exposu...

海外研选日报0525 | 高盛:美联储大幅缩表门槛仍然很高

财联社 📅 05/25 17:15 3750.HKGOOG.O
编者按:财联社将每天整理各大投行针对全球宏观、公司和产业、商品等各个纬度的最新研究观点,为投资者投资决策提供全方位的支持。 宏观 摩根士丹利:关税传导接近尾声,美国通胀或在2027年明显回落 市场当前普遍高估了油价上涨与AI投资热潮对美国通胀的持续推升作用,而忽视了“关税通胀”即将进入尾声后带来的明显反通胀效应。未来一年美国通胀大概率将在短期见顶后逐步回落,美联储重新加息的门槛实际上非常高。 20...

80 Billion Reasons to Buy Nvidia After Its Monster Earnings Report

The Motley Fool 📅 05/25 17:15 NVDA.O
As earnings season comes to a close, artificial intelligence (AI) investors eagerly awaited Nvidia (NVDA 1.86%) to report its first-quarter results last Wednesday. I wasn't too surprised to learn that the company once again blew past Wall Street's expectations and also beat its own internal guidance. After all, the rest of big tech -- many of which are Nvidia's largest customers -- already reporte...

屯門中學校長帶學生赴新加坡交流疑以粗言辱罵保安 教育局促校方嚴肅跟進

无线新闻 📅 05/25 17:14
屯門一間中學的校長帶學生到新加坡參加研學團期間,懷疑以粗言辱罵當地保安。教育局十分關注事件,要求校方嚴肅跟進,校方稱會全面調查。 20多秒長的片段見到有人與保安爭執,期間以粗言穢語指罵對方。網上帖文指,涉及的是屯門新會商會中學正在新加坡的研學團。 本身是學校校董的立法會前議員黃俊碩表示,相信片中人是校長李卓興,初步了解,懷疑因旅遊巴泊位問題起爭執,等研學團回港後會全面調查。 屯門新會商會中學校董黃...

Why investors are quietly dumping NVDA for quantum stocks - MSN

Google 📅 05/25 17:13 NVDA.O
Why investors are quietly dumping NVDA for quantum stocks MSN

研报掘金丨太平洋:维持山东黄金“买入”评级,金价上涨提振业绩

格隆汇 📅 05/25 17:13
格隆汇5月25日|太平洋证券研报指出,山东黄金2026年Q1实现归母净利润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。加速推进重点项目,未来增量可期。近期黄金价格受美联储加息预期压制,但美元信用走弱、地缘冲突不断、央行持续购金等因素仍然支持黄金长期走牛逻辑;认为公司产量下滑为阶段性因素所致,未来...

Iran and U.S. play down hopes for imminent breakthrough in war

CNBC 📅 05/25 17:12
Vessels are seen anchored in the Strait of Hormuz, off the port city of Khasab on Oman's northern Musandam Peninsula on May 17, 2026. - | Afp | Getty Images Iran and the United States played down hopes for an imminent breakthrough in the three-month-old war on Monday, with U.S. Secretary of State Marco Rubio saying there will either be a good agreement or Washington would deal with the country in ...

纳指科技ETF景顺:将于5月26日开市起至当日10:30停牌

格隆汇 📅 05/25 17:12
格隆汇5月25日|景顺长城基金公告,景顺长城纳斯达克科技市值加权交易型开放式指数证券投资基金(QDII)(交易代码:159509)将于5月26日开市起停牌,自当日10:30起复牌。停牌期间本基金赎回业务照常办理。基金管理人提示投资者密切关注二级市场交易价格溢价风险,若复牌后溢价幅度未有效回落,将视情况申请盘中临时停牌、延长停牌时间及连续停牌等措施。
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