panida wijitpanya/iStock Editorial via Getty Images One of my best calls over the last few years has undoubtedly been Facebook parent Meta Platforms ( META ). Way back in October of 2022, I ended up surprising myself when I rated it a ‘strong buy’. The stock had been plummeting and was trading in the $90 range at that point. There was pessimism from investors about management investing heavily in augmented reality technology in the form of Reality Labs. This is because of significant losses with little to show in the way of revenue. To make matters worse, management was promising to invest even more into this initiative. But the way I viewed it, we had two potential paths ahead for us. The first path was that Reality Labs would ultimately prove to be a wild success. In that case, it would create tremendous shareholder value. The other path was that management would eventually shut it down after incurring significant losses. And the big question there was what the rest of the company looked like without it. It was my contention that the underlying business was healthy and that continued growth was probable. Shares were also trading in the single digits in terms of their valuations. So, in light of all of this, I ended up rating it a ‘strong buy’ and even bought a good amount of stock in the company myself. From that time through today, shares are up 517.6%. That absolutely dwarfs the 89.6% increase that the S&P 500 saw over the same window of time. Unfortunately, I sold out too soon. I came just shy of doubling the money that I had put into the stock before selling my position. But still, that's a great run. More recently, the firm has underperformed the market some. Shares are down, for instance, 7.9% since I called it a ‘buy’ in February of this year. That's painful considering that the S&P 500 is up 6% over that same window of time. Even though the verdict is still out regarding Reality Labs, the overall health of the business is impressive. Revenue, profits, and ...

panida wijitpanya/iStock Editorial via Getty Images One of my best calls over the last few years has undoubtedly been Facebook parent Meta Platforms ( META ). Way back in October of 2022, I ended up surprising myself when I rated it a ‘strong buy’. The stock had been plummeting and was trading in the $90 range at that point. There was pessimism from investors about management investing heavily in augmented reality technology in the form of Reality Labs. This is because of significant losses with little to show in the way of revenue. To make matters worse, management was promising to invest even more into this initiative. But the way I viewed it, we had two potential paths ahead for us. The first path was that Reality Labs would ultimately prove to be a wild success. In that case, it would create tremendous shareholder value. The other path was that management would eventually shut it down after incurring significant losses. And the big question there was what the rest of the company looked like without it. It was my contention that the underlying business was healthy and that continued growth was probable. Shares were also trading in the single digits in terms of their valuations. So, in light of all of this, I ended up rating it a ‘strong buy’ and even bought a good amount of stock in the company myself. From that time through today, shares are up 517.6%. That absolutely dwarfs the 89.6% increase that the S&P 500 saw over the same window of time. Unfortunately, I sold out too soon. I came just shy of doubling the money that I had put into the stock before selling my position. But still, that's a great run. More recently, the firm has underperformed the market some. Shares are down, for instance, 7.9% since I called it a ‘buy’ in February of this year. That's painful considering that the S&P 500 is up 6% over that same window of time. Even though the verdict is still out regarding Reality Labs, the overall health of the business is impressive. Revenue, profits, and ...

Dividend investors have consistently gravitated toward the Schwab U.S. Dividend Equity ETF (SCHD +1.81%) for years, even when returns weren't so great. It's easy to see why. The fund's portfolio consists of the high-yielding stocks of companies that are profitable, generate lots of cash, and usually hold up better than growth-oriented stocks in volatile markets. This fund is back on top of the dividend ETF category after last year's rebalance, which switched roughly 20% of the portfolio into energy stocks at a very unpopular time, paid off handsomely in 2026. This year's results (the fund is up nearly 20%) have been a product of finally being invested in the right places at the right time. But at its core, the Schwab U.S. Dividend Equity ETF is an equity income machine. Its 3.3% yield can help generate significant dividend checks with the capital growth potential working in the background. That makes generating just $500 in monthly income from this ETF that much easier. How much would it take to do that? Expand NYSEMKT : SCHD Schwab U.S. Dividend Equity ETF Today's Change ( 1.81 %) $ 0.58 Current Price $ 32.84 Key Data Points Day's Range $ 32.39 - $ 32.88 52wk Range $ 25.89 - $ 32.88 Volume 2.5K $500 per month works out to $6,000 in annual dividends. Assuming a constant 3.3% yield (yields can and do fluctuate over time, of course), it would take a balance of just over $181,800 to produce a monthly $500 dividend check. The Schwab U.S. Dividend Equity ETF has built a strong reputation among dividend investors for its combination of high yield, balance sheet quality, and dividend growth. It's one of the best funds around for those looking to generate portfolio income for life.

Key Points The Schwab U.S. Dividend Equity ETF (SCHD) evaluates stocks based on balance sheet health, dividend growth history, and yield. Its 3.3% yield is roughly triple that of the S&P 500, making it one of the more attractive options for income seekers. Here's exactly how much you'll need to invest to generate a $500 monthly dividend check. 10 stocks we like better than Schwab U.S. Dividend Equity ETF › Dividend investors have consistently gravitated toward the Schwab U.S. Dividend Equity ETF (NYSEMKT: SCHD) for years, even when returns weren't so great. It's easy to see why. The fund's portfolio consists of the high-yielding stocks of companies that are profitable, generate lots of cash, and usually hold up better than growth-oriented stocks in volatile markets. This fund is back on top of the dividend ETF category after last year's rebalance, which switched roughly 20% of the portfolio into energy stocks at a very unpopular time, paid off handsomely in 2026. This year's results (the fund is up nearly 20%) have been a product of finally being invested in the right places at the right time. 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 » But at its core, the Schwab U.S. Dividend Equity ETF is an equity income machine. Its 3.3% yield can help generate significant dividend checks with the capital growth potential working in the background. That makes generating just $500 in monthly income from this ETF that much easier. How much would it take to do that? $500 per month works out to $6,000 in annual dividends. Assuming a constant 3.3% yield (yields can and do fluctuate over time, of course), it would take a balance of just over $181,800 to produce a monthly $500 dividend check. The Schwab U.S. Dividend Equity ETF has built a strong reputation among dividend investors for its combination of high yi...

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今天下午（5月26日），国家新闻出版署发布了《2026年5月份国产网络游戏审批信息》，同时还更新了《2026年进口网络游戏审批信息》和《2026年游戏审批变更信息》，信息发布及变更批准时间为5月25日。 总体来看，本批次国产及进口网络游戏版号过审共计158个，其中国产154个、进口4个。 从趋势来看，自2025年1月份起，每月版号的过审数量在阶段性增长。其中，国产游戏版号的数量增长更为明显，进口游戏版号则开始稳定在个位数区间。 具体到本月拿到版号的知名厂商及产品，其中包括： 国产版号：苏州好玩友《超人气足球》、成都蓝飞互娱《大鹅超市》、三七互娱《斗破苍穹：觉醒》、上海召合网络《公主矿工》、网易雷火《诡影藏锋》、机核文化《黄油猫》、北京指尖灵动《竞速大比拼》、广州焜耀《冒险不能停》、四三九九《梦境冒险》《梦落迷城》、上海紫舜《梦战：剑之海》、上海游卡《三国杀·烽烟策》、悦游网络《守卫契约》、成都阿哇龙《贪婪洞窟：重生》、朝夕光年《托托比亚》、上海莉莉丝《小冰冰斗蛐蛐》、波克科技《小兵兵防线》、杭州电魂《星愿之冠》、上海都玩《英雄扛得住》、北京疯狂体育《足球帝国》； 进口版号：海南易果科技《暗夜幸存者》、互爱互动《暗影格斗传奇战场》、湖南草花《恐龙快打·起源》、江西贪玩《奇迹：新纪元》。 值得一提的是，在本次下发的版号名单中，网易旗下的《诡影藏锋》引起了外界关注。作为一款此前从未正式曝光的神秘新作，官方将其定位为“中式志怪搜打撤”。从目前流出的早期物料来看，游戏设定于中国古代背景，整体美术风格偏向惊悚诡异，战斗机制似乎是冷兵器特色。 在当前搜打撤赛道日益拥挤、同质化凸显的背景下，《诡影藏锋》凭借“中式志怪+冷兵器”的差异化，展现出了极强的品类辨识度。这款风格化新品的出现，也意味着网易在搜打撤领域仍在持续探索细分市场，进一步拓宽其在该赛道的战略布局。 以下为5月份国产及进口网络游戏版号过审详情： 最后，附上《2026年游戏审批变更信息》的5月份更新内容： 本文来自微信公众号 “手游那点事”（ID：sykong_com） ，作者：恶魔摸摸猫，36氪经授权发布。

Audemars Piguet's recent collaboration with Swatch led to scuffles outside stores from New York to Paris to Milan, as crowds queued for hours to get their hands on the Royal Pop pocket watch collection. Despite criticism that the collaboration could 'cheapen' the brand, CEO Ilaria Resta says it has made AP more accessible to a younger audience, while the thing she fears most is 'irrelevance'. She spoke on 'The Pulse with Francine Lacqua' on Bloomberg TV. (Source: Bloomberg)

法國足球名宿亨利訪港出席分享會，他勉勵年輕人不要害怕失敗。 法國足球名宿亨利表示︰「我們都努力把事情做好，卻很少去想失敗，因為我們害怕失敗，然而，失敗卻是通往成功的重要因素之一，所以如果你是完美主義者，有時候很難接受這一點。」 亨利近年有來港踢名宿表演賽，今次應邀出席分享會，超過20間學校，600名本地學生，及足球學院、社區體育組織出席，這位48歲法國及阿仙奴名宿，其後與學生合照及簽名。

卖水的前首富，找到了新财路。 最近，一则融资消息悄然流出，一家名为 浙江智邦锂电新材料 有限公司的企业宣布完成A轮融资，参投方包括昆山格物致知基金、衢州智纳及险峰长青等一众投资机构，具体金额未披露。 乍一看，似乎并没什么特别的地方，但穿透股权结构后，就会发现一个神秘的身影，作为领投方之一的“昆山格物致知一期创业投资基金”在这次融资中持股约10%，认缴金额高达5亿元，而这家基金背后的出资结构—— 养生堂有限公司 是其第一大股东，出资占比81%。 而养生堂的实控人，正是 农夫山泉创始人、前中国首富钟睒睒 ，个人持有98.38%的股份。通过这层架构，也意味，钟睒睒在智邦锂电中间接持股约10%。 这也是投资风格向来以“稳健”著称的钟睒睒，首次将资本触角伸向了新能源锂电领域。 01 不直接造电池 首次出手就5个亿，绝不是小数目，而且钟睒睒这次盯上的，是固态电池。 单不是直接造固态电池，而是选择了产业链最上游的材料端—— 固态电解质 。 众所周知，固态电池之所以被公认为动力电池的“终极路线”，是因为相比传统液态锂电池，它用固态电解质替代了易燃的液态电解液，彻底解决了自燃、爆炸的安全隐患。 动辄400～500Wh/kg的能量密度，轻易就能达到1000多公里的纯电续航。 谁掌握了固态电解质核心材料，谁就拥有了下一代电池的“上游话语权”，就像锂矿之于锂电池。 然而，固态电池的产业化应用就卡在 “固态电解质”的量产 ，硫化物、氧化物、聚合物，每条技术路线都有难题。 而钟睒睒间接投资的智邦锂电正是从这个最硬的骨头啃起。 公开资料显示，智邦锂电这家企业，是一家专注于固态电池核心材料固态电解质的研发与生产，同时布局聚合物、氧化物、硫化物三条主流技术路线的企业。 其成立于2024年3月，在锂电领域算是妥妥的初创公司，看起来并不起眼，而且公开信息极少，甚至连官网都没有，但有几个关键线索：这家公司的创始人 许晓雄 ，也是技术带头人，在锂电材料领域有近20年的经验，更是固态电池领域的技术专家。 还曾是赣锋锂业的核心高管人员，2017年4月加入赣锋锂业，曾任公司第四届董事会董事、首席科学家、子公司浙江锋锂、宁波力赛康总经理。 任职子公司浙江锋锂期间，赣锋锂业同意了全资子公司浙江锋锂以自有资金不超过2.5亿元 投资建设第一代固态锂电池 研发中试生产线。 不难看出，在早期赣锋锂业的固态电池研发线上，许晓雄...

Themes Management Co LLC acquired a new stake in Intel Corporation (NASDAQ:INTC - Free Report) during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm acquired 43,428 shares of the chip maker's stock, valued at approximately $1,602,000. Intel makes up about 1.2% of Themes Management Co LLC's holdings, making the stock its 22nd biggest holding. Several other large investors have also bought and sold shares of the business. Winch Advisory Services LLC boosted its stake in shares of Intel by 28.3% during the fourth quarter. Winch Advisory Services LLC now owns 966 shares of the chip maker's stock valued at $36,000 after purchasing an additional 213 shares in the last quarter. Focus Financial Network Inc. lifted its stake in shares of Intel by 2.1% in the fourth quarter. Focus Financial Network Inc. now owns 10,788 shares of the chip maker's stock worth $398,000 after acquiring an additional 223 shares during the period. Successful Portfolios LLC lifted its stake in shares of Intel by 2.6% in the fourth quarter. Successful Portfolios LLC now owns 8,715 shares of the chip maker's stock worth $322,000 after acquiring an additional 223 shares during the period. Providence Wealth Advisors LLC lifted its stake in shares of Intel by 1.7% in the fourth quarter. Providence Wealth Advisors LLC now owns 13,340 shares of the chip maker's stock worth $527,000 after acquiring an additional 225 shares during the period. Finally, Orca Investment Management LLC lifted its stake in shares of Intel by 0.5% in the fourth quarter. Orca Investment Management LLC now owns 50,697 shares of the chip maker's stock worth $1,871,000 after acquiring an additional 229 shares during the period. 64.53% of the stock is owned by institutional investors and hedge funds. Get Intel alerts: Sign Up Analyst Upgrades and Downgrades A number of equities analysts recently commented on the company. TD Cowen lifted their price objective on Intel from $6...

William_Potter/iStock via Getty Images The NEOS Nasdaq-100 High Income ETF ( QQQI ) high is among the highest yielding covered call funds out there. Boasting a full 13.5% yield, its income potential easily beats that offered by the JPMorgan NASDAQ Equity Premium ETF ( JEPQ ), which yields 8.4% . The income here is considerable if everything goes well. The question is, will it? Based on the strategy, it would seem that QQQI does have the potential to earn larger dividends than JEPI, and other NASDAQ-100 based covered call funds. The reason is that its strategy has elements beyond just covered call writing. QQQI uses not just underlying stocks and written calls, but also long options (a strategy known as the “call spread” strategy). This helps to boost the fund’s income all the more than would otherwise be the case. However, as I will show momentarily, it comes with risks as well. Nevertheless, the NEOS Nasdaq-100 High Income ETF has done reasonably well this year. In fact, it’s even beating the market! Year to-date, QQQI has risen 5% and delivered a 10.18% total return. That latter figure is ahead of the S&P 500 on a total return basis. QQQI beats SPY (Seeking Alpha Quant) So, QQQI appears to be doing a good job this year. It’s beating the S&P 500 and delivering positive returns to its investors. What’s not to love? Not to be a party pooper, but there are a few things investors should keep an eye on. The first thing to note about QQQI is that the fund does not have a particularly long track record. Founded in January of 2024, it is only about two and a half years old. Its performance in that time has actually been pretty good, delivering 80% of the underlying index’s return while smoothing out volatility to a considerable degree. The problem lies in determining whether this performance can continue. QQQI chart 1 (Seeking Alpha Quant) When I covered the JPMorgan Equity Premium ETF ( JEPI ) recently, I noted the fund’s long history of underperforming the S&P 500 by 50%...

2014年，当刚刚大学毕业的普罗科普·吉尔萨（Prokop Jirsa）入职捷克战马工作室时，他完全没有想过自己在战马一待就是十几年，还会如同坐火箭般迅速升职：2018年，吉尔萨被战马任命为《天国：拯救2》首席设计师，去年更升任工作室联席创意总监。 普罗科普·吉尔萨如今是战马工作室联席创意总监 跨界入行 “我从来没有为成为首席设计师或总监制定什么‘十年计划’。”吉尔萨说，“我没那种野心，只是发自内心地喜欢制作游戏和玩游戏……刚加入战马那会儿，我曾以为自己终究会在未来的某一天找份正经工作，却做梦也没想到12年后还在这里。” 吉尔萨从未刻意规划职业生涯。2014年1月，战马工作室在Kickstarter网站为《天国：拯救》发起众筹活动，声称打算制作一款以捷克历史为背景，追求极致写实的角色扮演游戏。“那时我还有几个月就要毕业了。”吉尔萨回忆，“之前我没有想过从事游戏开发工作，但我一直是个狂热玩家。因此，当我看到战马正在招人时，我立即脱口而出：‘太好了，我正好有空！’” 然而，吉尔萨在大学期间主攻经济学和工商管理，并不具备任何游戏开发技能。“我逐一浏览招聘信息，看到‘引擎程序员’、‘角色美术’等职位的招聘要求时人都麻了，因为我对那些工作一窍不通。我继续向下拉动页面，才发现战马还在招‘设计师’，于是决定试试。在当时，战马只招设计师，甚至没有设立叙事设计师、系统设计师和开放世界设计师等细分职位。”经过几轮招聘流程后，战马决定聘用吉尔萨。尽管如此，吉尔萨仍然抱着几分玩票心态，并没有想过会在工作室待多久。“直到入职大约14天后，我才开口询问薪资待遇。”吉尔萨透露。 战马工作室的新入职员工往往对游戏行业知之甚少 按照吉尔萨的说法，他的求职经历带有一种独特的捷克色彩。“在十几年前的捷克，很少有人接受正规的游戏开发教育，捷克国内几乎没有任何专业课程，跟我前后脚入职的大多数同事都是新手。”吉尔萨说，“时至今日，我们仍然主要招聘初级人才，员工入职后再对他们进行培训。无论过去还是现在，我们都已经习惯了像这样的情况：新入职员工往往对游戏行业知之甚少。” 鲜为人知的是，《天国：拯救》Kickstarter众筹活动上线前后，战马工作室正处于一段风云飘摇的艰难时期。“对几位老板来说，为《天国：拯救》众筹研发资金只是退而求其次的备选方案，相当于D、F或者G计划。”吉尔萨透露，“他们满世界奔走，到处展示游...

财联社5月26日讯（记者 沈娇娇 实习记者 林嘉豪） 针对近日受到关注的顾客携带宠物在门店就餐的情况，海底捞（06862.HK）宣布暂停宠物友好模式线下试点。 根据海底捞今日发布的《关于携宠就餐的相关说明》，目前在进行宠物友好模式试点的深圳、武汉三家门店，即日起均不再提供线下携宠接待服务。全国其余门店按照相关规范，谢绝顾客携带宠物进店用餐（导盲犬等法定工作犬除外）。 事实上，海底捞宠物友好店去年为宠物狗庆生曾引起关注，并受到关于卫生方面的质疑，公司对宠物进店要求及用餐环境卫生的问题也进行了回应。 据悉，海底捞首家宠物友好主题店自2025年9月10日起试点。公司表示，虽然线下试点暂停，宠物友好服务将全面转至线上，持续开发专属宠物食品、零食、玩具及周边等产品。 除了宠物友好店，海底捞在门店多元化和场景创新方面进行了多种尝试，包括夜宵主题店、鲜切主题店、社区店、亲子友好店等。截至2025年末，公司累计完成特色主题餐厅改造超过200家。 主品牌门店改造之外，海底捞还在积极推进“红石榴计划”，过程也并非一帆风顺。截至2025年末，公司运营20个涵盖海鲜大排档、寿司、西式轻食、小火锅及中式快餐等细分领域的子品牌。窄门餐眼数据显示，发展最快的“焰请烤肉铺子”门店数量已经超过70家，但子品牌中也有一些像“嗨妮牛肉麻辣烫”一样已经闭店。 不断进行新业务尝试的背后，是海底捞的经营压力。财报显示，2025年公司核心经营利润为54.03亿元，同比下降13.3%。其中，公司自营海底捞餐厅表现下滑，同店平均日销售额从8.52万元下降至7.95万元，同店平均翻台率从4.1次/天下降至3.9次/天；公司其他餐厅经营收入虽然同比增长214.6%，但收入占比较小，只有3.5%。

(RTTNews) - AutoZone Inc. (AZO) released a profit for its third quarter that Increased, from the same period last year The company's earnings came in at $641.491 million, or $38.07 per share. This compares with $608.440 million, or $35.36 per share, last year. The company's revenue for the period rose 8.4% to $4.840 billion from $4.464 billion last year. AutoZone Inc. earnings at a glance (GAAP) : -Earnings: $641.491 Mln. vs. $608.440 Mln. last year. -EPS: $38.07 vs. $35.36 last year. -Revenue: $4.840 Bln vs. $4.464 Bln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

AI算力需求创历史新高的2026年，手机芯片三巨头各自做了一个不寻常的动作：高通和联发科悄悄从台积电撤走了合计2-3万片晶圆订单；苹果则第一次把部分自研芯片的代工交给了英特尔。台积电最好的产能，已经不再优先留给手机了，手机芯片巨头，如何走入AI时代。 台积电产能紧张：手机芯片排不上号了 近两年来，台积电营收结构迎来彻底的结构性倾斜，手机芯片业务的营收占比持续走低，行业重心已然全面偏移。2024 年一季度，台积电营收中智能手机业务占比 38%，HPC 高性能计算业务占比 46%；到 2026 年一季度，HPC 业务营收占比攀升至 61%，智能手机业务直接下滑至 26%。短短两年时间，手机芯片业务让出的营收份额，基本全数被 AI 算力相关业务挤占。AI 算力业务带来的营收增量规模，远远甩开手机芯片业务的复苏幅度，手机芯片出货规模基本维持平稳，直接导致其在台积电整体营收里的占比被持续稀释，行业地位逐步下滑。 从台积电核心工艺节点营收布局，更能直观看出其产能资源的倾斜方向，也印证手机芯片业务的边缘化趋势。3nm 先进制程营收占比从 2024 年一季度 9% 稳步上涨至 2025 年四季度 28%，上涨势头持续强劲；5nm 制程长期稳定占据营收核心位置，两大高端制程合计在 2026 年一季度拿下台积电超六成营收。而手握高价高端先进制程产能的，大多是英伟达 AI 芯片、苹果自研芯片、云端 AI 算力芯片这类高附加值算力客户，这类客户愿意溢价锁定顶尖产能，成为台积电现阶段核心服务对象。 台积电稀缺的高端先进产能，正在向 AI 算力赛道倾斜。手机芯片代工客户在产能优先级、供货排期、资源分配上，已经全面落后于 AI 算力芯片客户。 高通、联发科缩减代工订单，是两家企业贴合当下产能格局做出的让步，台积电高端产能供不应求，优质产能拿不到，继续大额囤积先进制程晶圆，只会徒增资金压力与库存风险。手机芯片厂商如何在产能受限的背景下，找到解法？ 三家手机芯片巨头，各有各的解法。 联发科：资源系统性转移 联发科选择把资源从手机SoC。2026 年全球手机 SoC 整体出货量将呈下行态势，Counterpoint Research 数据显示，2026 年第一季度全球智能手机 SoC 出货量同比下滑 8%，高通与联发科的出货量均出现两位数同比下滑。Counterpoint表示受存储芯片危机影响，联发科...

“它经济”，一个持续升温的赛道，曾一度被视为消费领域的“黄金赛道”，吸引了大量资本涌入。而一批批宠物企业也随着大潮，陆续登陆资本市场。 然而，近期国内宠物上市公司密集披露的2026年一季度及2025年全年财报，却勾勒出一幅令人担忧的图景：过去一年，A股四家宠物食品上市公司合计营收突破140亿元，但其中三家净利润出现下滑。到2026年一季度，这一数量增至6家；若加上营收、净利润双降的依依股份，7家上市公司一季度净利润全部同比下滑。 从2025年全年到2026年一季度，增收不增利从个别现象变成了行业普遍趋势。“宠物经济”这张黄金名片，正在经历前所未有的大考。 漂亮的“增收”成绩，难看的“净利”答卷 据《2026年中国宠物行业白皮书》，2025年，中国城镇宠物消费市场规模突破3100亿元，宠物食品市场占据其中半壁江山，市场份额为53.7%。 与之对应的是，头部企业营收表现强势。根据各宠物上市公司发布的财报：乖宝宠物以67.69亿元营收、29.06%的同比增速领跑全行业；中宠股份营收52.21亿元，同比增长16.95%，创下上市以来最高纪录；源飞宠物营收17.34亿元，同比增长32.35%……显然，“它经济”仍在持续飞速增长。并且，这一个性化、专属化消费市场正在不断细分和发展，也进一步催生了相关行业、产业的健全和完善。 然而， 值得注意的是，营收的节节攀升并未带来利润的同步增长。 在四家宠物食品上市公司中，乖宝宠物净利润6.73亿元，同比增长7.75%，但这是其上市后首次年度净利增速收窄至个位数。董事长秦华在“致股东”一文中坦言：利润增长未达最优预期。 更为严峻的是，根据各上市公司近日披露的2025年年度报告，中宠股份净利润3.65亿元，同比下降7.28%；佩蒂股份净利润1.16亿元，同比下滑36.52%；路斯股份净利润0.60亿元，同比下降22.85%。进入2026年一季度，利润压力进一步放大——乖宝宠物净利润同比骤降39.50%，中宠股份净利润下降19.80%，佩蒂股份净利润暴跌63.70%。 图片来源：亿邦动力网 其中，中宠股份的财报直观地展现了“增收不增利”的困境。中宠股份的盈利压力早在2025年就已显现，而 2026年一季度这一态势进一步加剧。 2026年第一季度，公司实现营业收入15.33亿元，同比增长39.23%，创下单季收入新高，展现出强劲的营收增长动力；但...

AutoZone press release ( AZO ): Q1 GAAP EPS of $38.07 beats by $1.90 . Revenue of $4.84B (+8.5% Y/Y) misses by $20M . During the quarter ended May 9, 2026, AutoZone opened 57 new stores in the U.S. , 20 in Mexico and five in Brazil for a total of 82 new stores. As of May 9, 2026, the Company had 6,766 stores in the U.S. , 933 in Mexico and 157 in Brazil for a total store count of 7,856. Same store sales, or sales for our domestic and international stores open at least one year, are as follows: Constant Currency Constant Currency 12 Weeks 12 Weeks* 36 Weeks 36 Weeks Domestic 4.1 % 4.1 % 4.2 % 4.2 % International 16.6 % 1.6 % 15.0 % 2.6 % Total Company 5.5 % 3.9 % 5.4 % 4.0 % Click to enlarge Shares +1.5% PM. More on AutoZone AutoZone Q3 Preview: Watching For Spring Tune-Ups AutoZone: Uncertainty Presents An Opportunity (Rating Upgrade) AutoZone Q2 Earnings: New Store Openings Drive Growth, But Weak Demand Weighs AutoZone Q3 2026 Earnings Preview AutoZone lands a bull rating from Argus on turnaround expectations

格隆汇5月26日｜乌克兰总统泽连斯基：会见了白俄罗斯反对派领袖齐哈诺夫斯卡娅。

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如果几年前有人跟我说，「以后老百姓不用花几万块请律师，直接让 AI 帮自己写诉状告赢大公司」，我大概会觉得这人在做梦。 但这件事正在美国真实发生。 2026 年，美国各地法院正在迎来一波前所未有的诉讼狂潮，而这些都是「自代理诉讼」，由不请律师、自己代表自己的当事人提起的案件。 这本来不是新鲜事，穷人告状告不起律师，美国法院历来有接受自代理诉讼的传统。新鲜的是，这些人现在有了一个强大的新帮手——AI。ChatGPT、Claude，以及一批专门面向普通人的法律 AI 工具，比如 Courtroom5。 一场关于「谁有资格打官司」的深层博弈，就这样被 AI 撬开了一道裂缝。 01 法庭的门槛，正在崩塌 美国的法律咨询费贵得离谱。 找一个像样的律师，小时费动辄 300 到 500 美元，一场普通的民事案件打下来，轻松花掉两三万美元。对中产以下的家庭来说，「打官司」从来都是一件奢侈的事。 AI 出现之后，这道门槛开始松动。 用 AI 辅助撰写的诉状，排版规范，引用翔实，表面上和律师写的东西几乎没有差别。 更重要的是，成本接近于零 。一个被房东非法驱逐的租客、一个被公司无端解雇的员工、一个不服交通罚单的普通市民，现在打开手机就能生成一份看起来「有模有样」的法律文件。 这是真实发生的司法民主化。 法律知识不再只属于那些付得起咨询费的人。 Courtroom5 这类平台，就是瞄准这个市场做起来的——专门为没有律师的自代理诉讼人提供 AI 案件管理系统，帮助他们整理证据、起草文件、规划诉讼策略。背后的逻辑很简单： 正义不应该因为钱包厚薄而有差异 。 但问题在于，进来的人多了，能接住他们的系统，没有跟上。 02 被「淹没」的法院 数字很能说明问题。仅仅在 2025 年，就有至少 294 例有记录的案例，涉及自代理诉讼人在法庭文件中使用了 AI 生成的「幻觉」信息——包括不存在的案例引用、捏造的法规条款、子虚乌有的判例。 而这只是被发现的。 更让法院头疼的，是文件量的爆炸 。 华盛顿律师 Ficarrotta 观察到一个让他困惑的现象—— 传统的自代理诉讼人可能提交一两页的初始诉状，但现在这些文件有时多达数百页 。AI 不会累，它可以无限生成「看起来专业」的内容，填充论点、堆砌引用、扩展篇幅，直到一份文件厚得像一本书。 法官的时间是有限的。每一份需要认真审阅的数百页文件，背后都是公共司法...

Spotify联合首席执行官亚历克斯·诺斯特伦为公司布局人工智能生成音乐业务作出辩护，他表示，合规管控下的相关产品，要优于目前网络上泛滥的、缺乏监管的劣质AI音乐内容。 诺斯特伦在接受采访时谈及各类AI音乐制作工具时称：“市面上出现了大量无序开发的相关产品。”他表示，Spotify希望成为行业内合法合规、规范运营的一方。 本周四，Spotify与环球音乐集团达成合作。根据协议，平台用户可利用AI对签约艺人的歌曲进行翻唱与二次混音创作。 诺斯特伦在面向投资者的发布会中表示，这项增值付费功能能让一首歌在Spotify应用内衍生出上万首改编作品。此番一系列消息公布后，Spotify股价大涨18%。两家公司暂未披露该功能在标准订阅套餐之外的具体加价金额。 环球音乐此前已和多家小型初创企业开展AI相关合作，而Spotify是首家获得主流唱片公司支持、正式推出商业化AI音乐产品的大型流媒体平台。这份合作协议意义重大，标志着这家行业头部流媒体服务商正式入局AI生成音乐领域。 谈及当下现状，诺斯特伦承认，大量劣质AI内容充斥各大数字平台，已经引发越来越多音乐人与听众的不满。 “外界对人工智能存在不少负面声音，这一点毋庸置疑。我认为这种情绪可以理解，因为部分AI应用确实偏离了正轨。” 但他同时表示，依托完善的版权授权协议、推荐算法以及艺人认证体系，Spotify的运营模式能和市面上的乱象划清界限。 他透露，双方经过多轮磋商才敲定这份合作协议。“我们一步步磨合，最终达成共识。”他称这份合作对Spotify、音乐人以及版权方而言是三方共赢。 诺斯特伦表示，Spotify刻意规避那些“一时新鲜、最终却让用户觉得虚度时间”的AI娱乐形式。 此次合作落地的节点颇为微妙，当下整个创意产业都担忧人工智能会冲击人类原创工作。上周，音乐制作人杰克·安东诺夫就公开抨击所谓“借助技术伪造艺术创作”的行为。 近几个月来，美国社会对AI的抵触情绪持续升温：新建数据中心引发民众抗议，高校毕业典礼上，提及人工智能甚至会遭到学生嘘声。 诺斯特伦称，基于行业诉求，Spotify已于上月上线专属认证标识，用以区分真人原创作品与AI生成内容。 “网络上充斥着大量粗制滥造的AI内容，欺诈与滥用问题由来已久，我们也一直在为此整治。” 环球音乐是全球最大唱片公司，旗下拥有泰勒·斯威夫特、肯德里克·拉马尔、嘎嘎小姐等知名艺人。近...

內地南方多地天氣仍然不穩定，其中湖北出現破紀錄的特大暴雨，多人被困。 湖北隨州市周一起遭受暴雨侵襲，雨勢猛烈，多處路段嚴重水浸，水深超過一米，多名居民被困，要由救援人員救出。 湖北廣水市多個鄉鎮雨量，打破當地五月單日紀錄，更一度發出最高級別的暴雨紅色預警。 安徽池州市由周末起同樣暴雨不斷，河流水位急升，路面被洪水淹沒。 連日暴雨引發不少地質災害。雲南馬關縣日前發生山泥傾瀉，一名村幹部在協助村民疏散時，突然出現泥石流，很快就將他沖走，危急關頭他全靠抓緊一棵大樹。 上紅岩村小組組長田如良表示︰「我就一直使力這樣撐著，洪水往我頭上嘩嘩地流過。」 變成「泥人」的他幸運逃過一劫，簡單清理後又繼續協助村民疏散。 由五月中開始內地南方多處暴雨成災，其中重慶永川特大暴雨，造成至少9人死亡，仍有多人失聯，搜救行動繼續。而財政部及應急管理部再度緊急撥出1.1億元人民幣，支持重慶、安徽等地做好救災工作。 中央氣象台預計，去到周四，西南地區、江南、華南北部等局部地區仍會有大暴雨，並伴隨狂風雷暴、冰雹等強對流天氣。

中国汽车品牌卖豪华车，放在过去，是不被看好的存在。 但随着中国车市新能源汽车渗透率的持续提升，借助在新能源汽车领域掌握的领先技术，自主品牌塑造了自身的品牌价值，重新书写豪车的定义，开始获取在高端市场的定价权，换道超车挤进原本由外资品牌引领的豪车赛道，在部分‌高端新能源细分市场‌取得领先地位。 甚至，如今的中国车企，对豪车市场的争夺逐渐打出了自己的节奏，它们不仅与BBA等外资品牌进行竞争，也打起了“内战”。其中，最典型的表现即在于对“9系”车市场的争夺。 DoNews注意到，2025年9系车市场的争端就已初现端倪，而2026年过去不到5个月，就已有十多款中国车企的9系车将上市的消息发布，豪车市场竞争升级的硝烟逐渐升腾。 01.押注“9系”车 何为“9系”车？ 严格来说，“9系”并非官方术语，而是中国汽车产业基于行业发展趋势自然形成的称谓，是对中国新能源汽车市场推出的名字中包含“9”的旗舰车型的统称，但需要注意的是，某些车型虽然名称中不含9，却依然被概括进9系车序列。 概括而言，9系车普遍包含多项特征：车型上，车长超5米，多为大型SUV或MPV；配置上，智能驾驶、智能座舱等智能化程度极高，通常是车企先进技术的集大成者；价格上，大多高于30万元，是车企产品矩阵中主攻高端市场的车型；用户群体上，面向高净值客户，主打商务或家庭高端场景。 2026年，中国车市迎来了9系车发布高峰。有统计显示，仅仅在北京车展上，就有包括理想L9 Livis、全新一代问界M9、蔚来ES9、大众ID.ERA 9X、极氪9X、奕境X9、比亚迪大唐（唐9系）等十多款9系车亮相。 作为汽车产业的新入局者，东风汽车集团与华为合作推出的中高端智能化汽车品牌奕境，将首款车型押注在9系车上。4月24日，奕境X9在北京车展全球展出，预计2026年第三季度上市。奕境汽车品牌总经理曾清林以“九五至尊”来形容奕境X9的价值和定位，并暗示其将进入50万元以上高端区间。 支撑奕境X9高端定位的，显然是东风与华为两位大佬赋能的前沿技术配置。据悉，奕境X9是华为乾崑ADS 5.0智能驾驶与鸿蒙座舱6.0的首个量产载体，智能化方面搭载当前量产最高规格896线激光雷达，将高阶智驾硬件推至新高度；在保障安全性上，全系标配华为乾崑最新一代CAS 5.0防碰撞系统，车身首次量产应用2400MPa超高强度钢，并配备行业首创的三层防弹级电池装...

Investing.com -- Micron Technology shares have jumped 6.3% in premarket trading to $798.37 after UBS more than tripled its price target on the memory chip giant to $1,625 from $535, citing the emergence of long-term supply agreements that the firm said will structurally transform the company’s earnings profile. In a note from analyst Timothy Arcuri, UBS said long-term agreements are now firmly in place across most of the memory industry, with up to 30% of DDR volumes industry-wide set to be locked in at pricing slightly below current levels. The firm said these enhanced agreements, spanning three to five years with fixed volume commitments and partially fixed pricing frameworks, will allow Micron to "trade some near-term revenue for demand visibility and a smoother earnings profile." UBS raised its earnings per share estimates to $155, $167 and $117 for calendar years 2027, 2028 and 2029, respectively, up from prior estimates of $133, $122 and $77. The firm expects Micron to generate over $400 billion in free cash flow across the same period, with EPS remaining "comfortably >$100 throughout the period" even assuming a moderate memory downcycle in 2029. The new $1,625 price target is based on approximately 15 times next-twelve-months price-to-earnings, with Arcuri noting he sees "no reason why MU should trade a whole lot differently than NVDA in terms of P/E." UBS said hyperscalers have already secured approximately 60% to 70% of industry server DDR5 volumes under enhanced long-term agreements, providing Micron with guaranteed offtake on a significant portion of its most valuable product. Elsewhere on Tuesday, Mizuho reiterated its Outperform rating and $800 price target on MU, adding that it remains a Top Pick. The firm highlighted demand confidence as “memory remains the AI backbone, with demand outstripping supply through 2026-27E.” “We believe there’s no clear line of sight on when the supply- demand imbalance could end as demand durability sees secular long-term...

(RTTNews) - Univar Solutions B.V., a unit of Univar Solutions LLC , a chemicals and ingredients distributor, on Tuesday said its Ingredients + Specialties segment expanded its partnership with Dow Inc. (DOW). Under the new agreement, the company will distribute Dow's silicone additives for plastics and composites across Europe, the Middle East, and Africa. Univar Solutions added that the collaboration combines Dow's silicone technology expertise with its distribution network, product management and technical support capabilities to deliver specialty chemical solutions for manufacturers. "Expanding into silicone additives for plastics and composites is a natural next step, allowing us to deliver advanced silicone technologies that help customers achieve performance and sustainability goals," said Matthew Oliver, senior vice president of Performance Materials for Univar Solutions. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

格隆汇5月26日｜恒盛能源(605580)公告称，公司股票于2026年5月22日、25日、26日连续三个交易日收盘价格涨幅偏离值累计超20%，属于股票交易异常波动。公司关注到近期市场对于培育钻石相关概念的关注度较高，2025年度公司CVD金刚石产品营业收入为1,521,593.95元，占公司2025年度营业收入的比重为0.15%，敬请广大投资者关注二级市场交易风险，理性决策，审慎投资。公司目前生产经营状况正常，不存在影响公司股票交易价格异常波动的重大事项，不存在应披露而未披露的重大信息。

Source: Bloomberg, 4:22

Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Ed Ludlow takes a look at the lofty ambitions contained in the pre-IPO filing from Elon Musk’s SpaceX. Tech Across the Globe Pope is pro-human: Pope Leo XIV said artificial intelligence should be “disarmed” to protect humanity from its dangers. The pontiff doesn’t want to see humanity dominated by technology . Chipmaking hype: Huawei announced its own version of Moore’s Law and promised to make chips equivalent to 1.4nm by 2031. Chinese semiconductor stocks bounced up in Hong Kong the following day . AI skills market: Big banks, caught up in AI angst, are looking to hire more AI specialists and shrink traditional banking roles. A pair of former SoftBank fund managers are now selling confidence and fluency to firms hungry for that transformation. Their fee is $25,000 per day . Revalued Delivery Hero is in the spotlight. Uber is exploring options for a full takeover of the Berlin-based company, which on Saturday disclosed that Uber had made an offer of €33 per share. That bid, with essentially no premium to the most recent share price, was surpassed Monday with shares trading at €37.50. Prosus, meanwhile, is asking the EU to drop a requirement forcing it to sell its stake in Delivery Hero, setting up more back and forth in the days ahead. Blue-sky thinking SpaceX’s blockbuster S-1 contains a characteristically Muskian sci-fi ambition: orbital AI data centers. The company on the brink of a historic IPO says its long-term future depends in part on putting computational muscle in space, beyond the power and infrastructure constraints of Earth. There are quite a few challenges to achieving this. Firstly, the terrestrial AI industry can barely secure enough graphics processing units — GPUs, the chips used to train and run artificial intelligence models — as it is. Littered throughout the SpaceX filing are warnings about chip shortages, fragile sup...

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荃灣及屯門先後有鹹水管爆裂，影響區內沖廁水供應。經搶修後，荃灣鹹水供應下午五時起已陸續恢復，水務署並爭取明早六時前恢復屯門區鹹水供應。 周一晚8時許，楊屋道中石油油站對開一條直徑900毫米地下鹹水管爆裂，到早上，大批工人仍在搶修，掘開路面更換水管，期間關閉多個供水主幹管的水掣。荃灣、葵涌局部地區住宅及商戶無沖廁水，有商場提供食水沖廁。 荃灣居民盧女士稱：「很不方便的、沒有鹹水，這個清潔工人很好，留了一桶水沖廁。」 荃灣居民陳女士指出：「我進去四間，三間都沒人沖水，當然不方便。」 經過逾20小時搶修，受影響地區沖廁水供應陸續恢復。 有當區區議員指出，近年荃灣多次發生水管爆裂，反映區內喉管陸續老化，建議加快更換。 荃灣區議員伍俊瑜表示：「荃灣都建了60多年，區內不少水管、水喉都出現不同程度老化狀態，是否要依靠單一條鹹水管？可否如食水喉般，因食水喉在個別大廈，可以有兩條主要食水喉供應，一旦有一條出現問題，另一條就可以保障。」 區議員又建議當局在荃灣增設水管監測儀器，及早識別出現滲漏跡象的水管。 至於屯門杯渡路橋底近啟發徑行人路，早上亦有一條直徑400毫米鹹水管滲漏，影響區內沖廁水供應，有挖泥機到場，將路面挖開。水務署派員到場閂水掣，就事件為市民帶來不便表示抱歉。