格隆汇5月26日｜瑞穗证券资深市场经济学家 Yusuke Matsuo在报告中表示，受中东局势影响，日本利率大概率将持续上行，尽管高市早苗首相试图遏制这一走势。市场担忧全球通胀进一步升温，而只要伊朗冲突这一根本问题未能解决，利率上行趋势就难以放缓。日元利率走高，还源于市场两方面担忧：一是能源补贴或将导致日本国内财政状况中期恶化；二是认为日本央行上调基准利率的动作滞后于市场节奏。报道称，高市早苗最初考虑推出约3.5万亿日元的补充预算，但最终决定在上一财年赤字国债缩减规模（约3万亿日元）范围内增加储备资金，此举反映出她对长期利率大幅攀升的顾虑。由于日本暂无额外的常态化国债发行计划，短期内国债供需受到的影响预计较为有限。

格隆汇5月26日｜美国中央司令部称，美国和以色列战机袭击了霍尔木兹海峡中的多艘伊朗船只，此前数小时，特朗普曾表示，与德黑兰就一项临时协议进行的谈判正在取得进展。重新爆发的战斗凸显了美国与伊朗停火协议的脆弱性。周二亚洲早盘交易中，标普500指数期货在最新事态发展后下跌，西得克萨斯中质原油价格小幅上涨，黄金小幅走低后横盘震荡。特朗普目前正面临美国国内对伊强硬派的压力，例如共和党参议员格雷厄姆，他们认为正在形成的协议对德黑兰让步过多。

Key Points Over the past five years, Solana is up 144%, while Ethereum is down 5%. Solana is a faster, cheaper blockchain to use than Ethereum, giving it an edge in areas such as decentralized finance. Solana can be extremely volatile, making it a risky high-upside play. 10 stocks we like better than Solana › There's no denying that Ethereum (CRYPTO: ETH) has been one of the top-performing cryptocurrencies of the past decade. Since its launch in July 2015, it's up a staggering 68,700%. But here's the thing: After more than a decade as the market leader, Ethereum has plenty of upstart rivals, including some that are now growing much faster. The one on my radar right now is Solana (CRYPTO: SOL). Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Solana vs. Ethereum price performance The chart below might be the best guide to understanding why Solana is likely a better buy than Ethereum right now. It compares the performance of Solana and Ethereum over the past five years. During that time period, Solana is up 144%. In comparison, Ethereum is down 5%. If you buy into the argument that Ethereum achieved many of its record-setting gains in its early years, when it had little or no competition, this makes sense. As soon as new Layer 1 blockchain networks like Solana emerged, Ethereum began to lose some of its upward momentum. Admittedly, the performance gap between Solana and Ethereum has been narrowing over the past 12 months. But for long stretches of time over the past five years, Solana was clearly outpacing Ethereum by a wide margin. Solana's advantages Solana is faster and cheaper to use than Ethereum, and that has been a big factor in its success. In November 2023, Cathie Wood of Ark Invest highlighted the disruptive potential of Solana. If the Solana blockchain can do everything that the Ethereum b...

格隆汇5月26日｜截至5月25日，上交所融资余额报14808.57亿元，较前一交易日增加120.56亿元；深交所融资余额报14136.83亿元，较前一交易日增加132.12亿元；两市合计28945.40亿元，较前一交易日增加252.68亿元。

The Daily Express writes of "damning figures" that show migrants' demand for housing has "cancelled out almost half the new homes built since Labour came to power." Now, the paper claims, "migrants will get half of all new homes" as Conservatives criticise the figures. A Labour spokesperson said: "With Labour, net migration has fallen by 82% and we've removed 67,000 people with no right to be here."

炒股就看 金麒麟分析师研报 ，权威，专业，及时，全面，助您挖掘潜力主题机会！ 尽管财报业绩超预期，人工智能（AI）算力总龙头英伟达自身股价仍连续两个交易日下跌，而核心供应链环节企业股价再度上攻，A股小伙伴也密集上涨。根据投资机构最新报告预测，在供应链成本持续攀升背景下，英伟达即将推出的新一代产品价格将几乎翻倍。对此英伟达方面暂无回应。 业内分析师对证券时报记者表示，AI硬件行业来到价值重构的关键节点。其中，内存与互联环节已经成为关键的物理瓶颈，产业链上下游博弈进入新阶段。 GPU成本占比下降 受益于人工智能需求的持续爆发，英伟达2027财年第一财季（2026年2月至2026年4月）交出了一份超预期的“成绩单”，核心业务数据中心营收750亿美元，同比增长92%。作为核心驱动，Blackwell架构产品持续强劲，GB300与VL72机架需求尤为旺盛，头部模型厂商与超大规模云厂商已累计部署数十万片Blackwell GPU，创下公司史上最快产品上量速度。 而备受关注的下一代产品Vera Rubin计划今年第三季度开始量产发货。 据摩根士丹利最新报告，英伟达即将推出的Vera Rubin（VR200）机架，从ODM（原始设计制造商）处采购的价格约为780万美元，比英伟达当前GB300 Blackwell机架价格几乎翻倍。 其中，内存被视为英伟达产品涨价的核心推手，加上多个供应链环节也在翻倍上涨，导致英伟达“看家本领”GPU的成本占比反而下降。 分析报告显示，以当前GB200 NVL72机架为例，内存在物料成本中的占比为5%—10%，但是到下一代产品VR200，内存占比已飙升至25%—30%，成本涨幅高达435%。另外，PCB（印刷电路板）成本增加233%、MLCC（多层陶瓷电容）成本增加182%等。在此背景下，GPU在整个机架成本中的份额占比从65%下降至约51%。 “英伟达下一代Rubin机架价格暴涨，核心原因不是GPU变贵，是AI硬件的物理瓶颈从算力转向内存和互联。”CIC灼识咨询董事总经理柴代旋向记者表示。 报告分析，英伟达VR200机架中，负责数据通信与网络互联的核心芯片数量大幅增加，导致MLCC基板用量等随之增加。 财报也印证了这一趋势。英伟达2026财年网络业务收入突破310亿美元；2027财年一季度公司数据中心网络收入达到了创纪录的148亿美元，同比暴增近2倍...

截至5月25日，上交所融资余额报14808.57亿元，较前一交易日增加120.56亿元；深交所融资余额报14136.83亿元，较前一交易日增加132.12亿元；两市合计28945.40亿元，较前一交易日增加252.68亿元。 据iFinD数据显示，5月25日，两融（融资+融券）余额报29252.09亿元。 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。

理想汽車(02015.HK)上周五回購130萬股涉資逾1,026萬美元美股US Stocks Quote - 外圍新聞內容Golbal News Content AASTOCKS.com

理想汽車(02015.HK)上周五回購130萬股 涉資逾1,026萬美元 AASTOCKS.com

A drone view shows the Valero Houston Refinery in Pasadena outside of Houston, Texas, U.S., May 12, 2026. REUTERS/Shahrzad Rasekh Shahrzad Rasekh | Reuters Oil prices were mixed Tuesday as U.S. military operations in southern Iran on Monday and President Donald Trump's mixed messaging on the negotiations between Tehran and Washington kept traders on edge. July futures for international benchmark Brent crude gained 1.6% to $97.72 a barrel in Asia trading, while U.S. West Texas Intermediate futures for June was trading 5.4% lower at $91.38 per barrel. The U.S. military said it conducted operations in southern Iran, targeting vessels allegedly trying to deploy mines, as well as missile launch locations. The U.S. Central Command said the actions were intended "to protect our troops from threats posed by Iranian forces." Complicating peace talks, Trump said in a social media post Monday that he had encouraged Saudi Arabia, Qatar, Pakistan, Turkey, Egypt and Jordan to join the Abraham Accords aimed at normalizing Arab nations' ties with Israel. Trump also said negotiations with Iran were "proceeding nicely," but cautioned that the U.S. could resume military action if discussions were to collapse. "It will only be a Great Deal for all or, no Deal at all," Trump wrote. Swiss multinational investment bank UBS said Friday the global oil market was showing mounting signs of strain as inventories continue to fall amid ongoing disruptions to shipments via the Strait of Hormuz. Observed global oil inventories dropped by a combined 246 million barrels in March and April, while cumulative production losses could exceed 1 billion barrels by the end of May, the bank said. The sharp inventory drawdowns suggest the market remains "strongly undersupplied," UBS said, pointing to falling on-land crude and refined product inventories even as oil stored on tankers rose due to rerouted U.S. exports to Asia. Choose CNBC as your preferred source on Google and never miss a moment from the most ...

Roger E. Susi, Founder, CEO, President, and Chairman of Iradimed Corporation (IRMD 1.15%), reported the indirect sale of 7,500 shares of common stock over multiple transactions on May 18 and May 19, 2026, for a total value of approximately $657,000 according to the SEC Form 4 filing. Transaction summary Metric Value Shares sold (indirect) 7,500 Transaction value ~$657,000 Post-transaction shares (indirect) 4,397,950 Transaction value based on SEC Form 4 weighted average purchase price ($87.64). Key questions How does the size of this sale compare to Roger E. Susi's historical transaction cadence? With an average of 21.6 trades per year and typical sell tranches ranging from 5,000–10,000 shares, this 7,500-share block is consistent with the pattern established since May 2023, reflecting both historical cadence and the declining available capacity. With an average of 21.6 trades per year and typical sell tranches ranging from 5,000–10,000 shares, this 7,500-share block is consistent with the pattern established since May 2023, reflecting both historical cadence and the declining available capacity. What portion of Susi's ownership was affected by this transaction? The sale of 7,500 shares represented 0.17% of Susi's indirect holdings at the time, leaving him with 4,397,950 shares held via trust entities. The sale of 7,500 shares represented 0.17% of Susi's indirect holdings at the time, leaving him with 4,397,950 shares held via trust entities. What is the current context for Iradimed shares following this transaction? As of May 22, 2026, shares closed at $92.10, representing a one-year total return of 82.77% as of May 23, 2026, with the insider's sales occurring amid robust share price appreciation and ongoing programmatic disposition of holdings. Company overview Metric Value Revenue (TTM) $86.28 million Net income (TTM) $23.61 million Dividend yield 0.87% 1-year price change 82.77% * 1-year performance calculated using May 19th, 2026 as the reference date. Company ...

推荐：《给阿嬷的情书》观影人次超3000万；腾讯AI工作台ima开放Copilot功能；自变量机器人开始家庭试用；机械臂公司天机智能融资10亿 【财新网】 票房｜《给阿嬷的情书》观影人次超3000万 爆款电影的“含金量”仍在上升。国家电影专资办数据显示，第20周（5月18日-5月24日），全国电影票房收入7.8亿元，环比提升48%。《给阿嬷的情书》已经连续两周成为票房冠军，上周产出5.6亿元，独占73%的份额，是其上映以来票房产出最多的一周。 宇树科技6月1日上会 具身智能赛道热度攀升 冲击“A股人形机器人第一股”的明星企业宇树科技，IPO进程快速推进。5月25日，上交所网站显示，上海证券交易所上市审核委员会定于2026年6月1日召开2026年第31次上市审核委员会审议会议，审议宇树科技股份有限公司（首发）。

英矽智能与无锡奕拓医药科技有限责任公司（简称“奕拓医药”）签署扩大战略合作协议。双方将在已有针对肿瘤靶点的蛋白降解小分子候选药物研发合作阶段性交付的基础上，进一步拓展合作适应症，聚焦AI赋能皮肤管理与皮肤抗衰老领域创新药物开发。依托人工智能驱动的生物学平台与LLPS特色研发平台，推动用于科学护肤及皮肤抗衰老的原创小分子药物从基础研究加速迈向临床应用与产业落地。(人民财讯)

格隆汇5月26日｜连连数字正式推出“连连智枢”，汇聚算力文明与金融文明，打造AI时代全球智能路由枢纽。连连智枢通过统一接口，将300+主流模型变为可按需调用的算力资源，并结合自研调度算法，实现成本、速度与质量的最优匹配，帮助中国算力企业安全高效出海。 在全球数字经济重构的背景下，连连正超越传统支付，向AI原生的全球智能商业基础设施演进。未来的商业形态将不再满足于被动的资金通道，而是通过智能体驱动的自主商业体系，实现“钱找人、算力精准匹配”的效率跃迁。连连智枢补上了大模型规模化落地中统一管控与智能调度的关键一环，推动AI应用从项目制走向工程化。随着大模型进入规模化应用阶段，如何高效、安全、低成本地调用模型，正在成为企业新的竞争分水岭。连连数字帮助企业优化算力成本、实现全链路透明可控，让出海更轻盈、全球拓展更高效。

格隆汇5月26日｜路透对经济学家的一项调查显示，韩国央行在周四的利率评估会议料将维持关键政策利率不变；多数经济学家目前预计，由于伊朗战争加剧通胀压力，韩国央行在12月底之前将升息一次或多次。路透5月19日-25日期间对32位经济学家进行的调查显示，除两位预测会升息外，其余所有受访者均预测韩国央行5月28日将维持基准利率在2.50%不变。超过70%（29位受访者中的21位）预测到9月底至少会升息一次，这与上个月的调查结果截然不同，当时30位经济学家中只有三位预计会升息0.25个百分点。这种转变是因为通胀率突破央行的2.0%目标，4月通胀率达2.6%，为近两年来最高，而中东紧张局势也使得油价近三个月几乎都维持在每桶100美元以上。

财联社5月26日讯（编辑 刘蕊） 当地时间周一，伊朗官方媒体周一报道，伊朗总统佩泽希齐扬已下达命令，恢复国际互联网接入。 据央视新闻报道，伊朗通信部负责信息通信技术发展政策与数字经济规划的副部长伊赫桑·奇察兹证实，佩泽希齐扬已正式下达恢复互联网的命令。此前因与美国和以色列的战争，伊朗出现了近90天的网络中断。 据报道，伊朗第一副总统阿雷夫25日主持召开网络管理相关会议，投票通过了将互联网恢复至2025年年底前状态的决议。 不过，关于伊朗在做出这一决定后，如何以及何时重新连接到全球网络的具体机制，外界尚不清楚。 据周一的互联网监测机构“NetBlocks”称，大多数伊朗人已经87天无法访问全球网络。 不过，今年5月初，伊朗高校已经逐步恢复国际互联网访问。当地时间5月6日，伊朗科学、研究和技术部教育副部长表示，该部门已要求重新开放高校互联网，目前已为部分教师恢复国际互联网接入权限，各大高校也已启用一批国际互联网IP地址，供校内学生、科研人员及学者正常访问。 伊朗最初于1月8日曾实施了网络封锁措施。到2月，网络连接逐渐恢复正常。然而，在2月28日美国和以色列对伊朗发动袭击后，又重新实施了网络封锁。

格隆汇5月26日｜欧洲斯托克50指数期货下跌0.2%，德国DAX指数期货下跌0.2%，富时指数期货上涨0.4%。

港股假期後復市，市場預期輕微低開。 外圍方面，美國總統特朗普表示，與伊朗的談判正「順利推進」，但其後據報美軍戰機再次轟炸伊朗的布雷船。倫敦期油一度急跌百分之九，其後回穩，徘徊在每桶95美元水平。 華為披露晶片技術取得突破。晶片硬件股在A股上日已見熱炒，中芯國際A股更創出新高。 焦點股份方面，市場留意券商股、機械人股以及指數新貴的表現。

Samsung consumer electronics union asks court to block vote on pay deal Reuters

格隆汇5月26日｜日本政府25日宣布将编制补充预算，以应对中东局势导致的能源价格上涨。不过，这一计划引发了关于财政压力的担忧。日本政府称，编制补充预算将通过增发赤字国债筹资，用于电力和燃气补贴、延续汽油价格补贴以及通过地方政府向液化石油气用户提供补贴等，规模略高于3万亿日元（约合1287亿元人民币），计划最早于下周提交国会审议。日本野村综合研究所研究员木内登英表示，测算表明，日本政府过去一个月用于汽油补贴的支出高达约4900亿日元（约合210亿元人民币）。财政支出的大规模持续增加，对日本财政运行构成压力，并在一定程度上引发长期利率上行、日元走弱等市场反应。

华为提出“韬(τ)定律”，以“时间缩放”原则指导半导体产业发展方向，将带来晶体管、电路、芯片、系统四个层面的深刻变化。通过发挥国内在3D集成、先进封装、芯片设计制造协同优化、光通信等领域的技术能力，以系统拓扑结构的优化和迭代弥补短期制程节点的差距，中国半导体产业有望迎来换道加速发展机会。 根据人民日报报道，华为公司董事、半导体业务部总裁何庭波女士于2026 年5月25日在电气电子工程师学会（IEEE）举办的国际电路系统研讨会ISCAS 2026上发表题为“半导体新路径探索与实践”的主旨演讲，发表了指导半导体产业发展的新原则——韬(τ)定律。 摩尔定律的“几何缩放”面临停滞及约束，“韬定律”的“时间缩放”则是回归本源的真正目标。 摩尔定律提出六十年来，半导体行业以纳米衡量进步，目标是让晶体管变得更小。但在2005年后，器件“几何缩放”带来的功耗缩放首先失效，7nm以后，每晶体管成本趋于平坦甚至上升。此外，国内还面临高端EUV光刻机卡脖子的现实约束，单纯缩进几何尺寸面临停滞。 但追其本源，器件的微缩缩短了信号传输的路径，本质上是时间的缩减，所以根本的目标是缩短系统的时间。因此华为归纳了一个新的指导原则，以时间常数τ加以衡量比较，在晶体管、电路、芯片、系统四个维度缩小时间常数τ，并在手机移动处理器和AI数据中心进行了量产验证。 所以“韬定律”背后是华为总结出的一套方法论，转换思维范式，用系统性的思维解决问题。 在晶体管、电路、芯片、系统每一层都有不同机制用于缩减时间常数τ，也将相应带来对应的产业变化： 1）晶体管层面 ：目标为缩小本征开关延迟（即晶体管开关状态切换的时间），通过迁移率增强、应变工程、高κ/金属栅极和GAA架构来解决—— 其中建议重点关注GAA架构未来发展，将会带来刻蚀等工艺设备增量变化 ，详见我们的报告《电子行业半导体晶圆制造行业系列专题之（二）—工艺分析：刻蚀设备重要性提升的三重逻辑》（2025-09-19）。 2）电路 ：缩小信号路径上的RC传播延迟，通过更低电阻率的导体、低κ介电质来解决，以及最为关键是通过垂直集成缩短线长来解决—— 华为采用了逻辑折叠（LogicFolding）的方法进行垂直集成，核心工艺是超细间距混合键合和TSV。 3）芯片 ：缩小计算和存储器访问延迟，通过架构选择、流水线深度、存储层次和片上互联来解决—— 关注3D堆叠（微凸块及...

Strong Market Momentum, and Friday’s 7.96% Gain While Looking Ahead to What Management Believes Is Only the Beginning of a Potentially Transformational Future WEST PALM BEACH, FL / ACCESS Newswire / May 25, 2026 / ELEKTROS States That Growing Global Awareness Surrounding the Company Represents an Exciting Milestone for Shareholders and Supporters Worldwide. ELEKTROS continues focusing on hard rock lithium exploration and development opportunities in Sierra Leone, Africa, positioning the Company within one of the world's most strategically important supply chains supporting electric vehicles, renewable energy storage, and industrial electrification. The importance of lithium to the future of transportation and clean energy has been repeatedly highlighted by industry leaders worldwide. Elon Musk, CEO of Tesla, previously stated: "It is definitely true that the fundamental enabling technology for electric cars is lithium-ion as a cell chemistry technology. In the absence of that, I don't think it's possible to make an electric car that is competitive with a gasoline car." In addition, Musk has publicly emphasized the importance of expanding charging infrastructure and improving charging efficiency to support mass EV adoption globally. Elon Musk, CEO of Tesla, has previously emphasized the importance of lithium for the future of electric vehicles, stating: "Lithium-ion batteries are the fundamental enabling technology for electric cars." In parallel with its lithium initiatives, ELEKTROS holds United States Patent No. 12,522,100 B1 related to advanced electric vehicle charging technology designed to significantly reduce charging times and improve charging efficiency for EV users globally. The Company believes that fast-charging infrastructure may become one of the defining components of the next generation EV ecosystem as consumers increasingly demand reduced charging times, improved convenience, and enhanced vehicle usability. Management stated that the protection of s...

ASX Ltd. is increasing its capital spending to upgrade critical market infrastructure, as Australia’s embattled exchange operator seeks to regain the confidence of regulators and stakeholders after years of technical issues. The firm boosted its capital expenditure target to between A$180 million to A$200 million ($129 million to $143 million) for the financial year starting July 1, according to a filing Tuesday. It previously saw capex in the range of A$160 million and A$180 million. Shares fell as much as 10% in Sydney. Australia’s bourse is in the middle of a strategy reset following a regulatory probe that found that its risk and compliance failures could have serious consequences on the nation’s markets. It has agreed to overhaul its technological upgrade program as part of a series of commitments to the regulator. The company also forecast total expense growth of between 18% and 21% next financial year, and capex in the range of A$170 million and A$190 million for the following year. Higher costs add another challenge for incoming chief executive officer Anthony Attia to contend with when he takes over in September. Attia inherits a firm that has been plagued by several delays in its efforts to modernize its markets infrastructure, most notably its aging clearing and settlement systems. That upgrade is expected to be completed in 2029.

The gene-editing niche of the biotech industry is gaining momentum, as various companies focused on these techniques -- which allow scientists to alter patients' DNA to treat some diseases -- have made significant clinical progress over the past decade or so. Two notable gene-editing drugmakers are CRISPR Therapeutics (NASDAQ: CRSP) and Beam Therapeutics (NASDAQ: BEAM) . Both have performed well over the past year and could see further gains ahead, given the important catalysts on the horizon. But which one is the better gene editing stock? Let's find out. Image source: Getty Images. CRISPR Therapeutics focuses on CRISPR-based gene editing , a technique that earned its creators a Nobel Prize in Chemistry. The biotech made a significant breakthrough in 2023 when it landed approval for Casgevy, a medicine for two rare blood-related disorders, sickle cell disease (SCD) and transfusion-dependent beta-thalassemia (TDT). CRISPR Therapeutics developed this therapy with Vertex Pharmaceuticals . Casgevy has not generated much revenue yet. Gene editing medicines are expensive and complex to administer. However, CRISPR Therapeutics and Vertex have made progress getting third-party payers on board. Continue reading