希腊能源部周四表示，美国石油巨头 雪佛龙 公司已正式申请从希腊Helleniq Energy公司手中收购希腊西南部近海区块70%的股权，此举将进一步扩大美国在地中海的影响力。 该部在声明中表示，一旦获批，雪佛龙将成为运营商，并主导爱奥尼亚海西南部2号区块的天然气勘探工作，Helleniq将保留30%的股份。 该部补充称，希腊正考虑给予雪佛龙和Helleniq更多时间，以便在决定是否进行勘探钻井之前，对该地区已完成的地震数据进行评估。 责任编辑：刘明亮

利率重掌定价权 一场“被否认的和平协议”同时打击了黄金和原油。 据央视新闻，美国白宫27日在社交媒体发文称，伊朗媒体发布的报道不实，“公布的（美伊）谅解备忘录纯属捏造”。 稍早消息称，伊朗方面披露一份有关伊朗与美国谅解备忘录框架的“初步非正式文件”，内容涉及霍尔木兹海峡、地区军事部署及未来协议安排等问题。 受此“先放风、后否认”的信号剧烈冲击，国际大宗商品市场上演了罕见的金油“双杀”。原油方面，WTI原油期货周三重挫5.55%至88.68美元/桶；布伦特原油暴跌5.31%，失守95美元关口。贵金属方面，现货黄金周三同步跌至4401美元/盎司。截至北京时间5月28日16：00，伦敦金现价格延续跌势，报4390美元/盎司。 交易员们“先卖出、再问原因”，风险偏好瞬间切换。市场已经不再等待真相落地，而是提前为美伊局势的边际缓和定价。 金油“双杀”之后，市场波动率可能进一步放大。中信证券首席经济学家明明建议，下半年大类资产配置应“规避过度押注流动性宽松的资产、并关注盈利和通胀带来的高确定性”。基本金属、原油和权益资产可能将是下半年较具确定性的方向。 美伊和谈预期摇摆，金价油价齐遭重挫 “在常规市场逻辑框架下，国际油价因地缘紧张局势缓和而大幅下挫时，能源通胀压力随之减轻，货币政策的紧缩预期理应有所松动，无息的黄金资产应在这一链条中获得支撑。”一位贵金属分析人士说。 本次行情中，金价非但没有反弹，反而与油价同步加速崩塌。本周伦敦金盘中接连失守4500美元、4400美元、4390美元、4370美元等多个关键价位，白银同步大跌。 市场的共识是，贵金属市场的主导定价因素已经完成了方向性切换，地缘冲突驱动的避险需求正在被快速抽离，期货市场的投机资金也正在加速撤离。 黄金期货方面，据一德期货研报，黄金投机资金连续7日减持且有加速迹象。CME数据显示，截至5月26日当周COMEX黄金期货总持仓35.35万手，较前一交易日减少13022手。 原油期货方面，据美国商品期货交易委员会（CFTC）截至5月27日当周的数据，投机者将WTI原油净多头头寸减少了14180手合约，至67157手合约。 “短期来看，黄金技术面的关键支撑位于4350~4380美元区间，若失守可能进一步下探4300美元心理关口。美伊谈判的每一个边际变化都将继续放大市场波动。”上述贵金属交易人士对记者分析称，中期而言，贵金属市场...

undefined Huawei Technologies Co. Ltd.’s auto alliance led in sales among China’s electric vehicle (EV) upstarts in the first quarter of 2026, underscoring the growing clout of the tech giant’s carmaking ecosystem in the world’s largest EV market. Huawei has co-developed five brands with carmakers under its Harmony Intelligent Mobility Alliance (HIMA). Combined, they delivered about 112,700 vehicles in the January-March period, a 41.9% year-on-year jump that edged out leading individual upstart Zhejiang Leapmotor Technology Co. Ltd.’s 110,155 vehicles, according to data from both companies. Number of deliveries in the first quarter of 2026 Huawei’s Auto Alliance Leads China’s EV Upstarts Source: Company announcements 40,000 60,000 80,000 100,000 120,000 Leapmotor Li Auto XPeng Xiaomi Nio The figures highlight a growing divide in China’s crowded EV sector. Companies able to differentiate themselves through software capabilities, overseas expansion or distinct business models are gaining market share, while others risk falling behind in a market where a prolonged price war and sluggish consumer demand continue to squeeze margins.

IPG Investment Advisors LLC reduced its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 68.0% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 8,117 shares of the semiconductor manufacturer's stock after selling 17,286 shares during the quarter. IPG Investment Advisors LLC's holdings in Advanced Micro Devices were worth $1,738,000 at the end of the most recent reporting period. Get Advanced Micro Devices alerts: Sign Up Other large investors have also recently made changes to their positions in the company. Joseph Group Capital Management acquired a new position in shares of Advanced Micro Devices in the 4th quarter worth approximately $25,000. Koesten Hirschmann & Crabtree INC. lifted its holdings in shares of Advanced Micro Devices by 61.0% in the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer's stock worth $26,000 after acquiring an additional 61 shares during the last quarter. Key Capital Management INC acquired a new position in shares of Advanced Micro Devices in the 4th quarter worth approximately $38,000. PFS Partners LLC lifted its holdings in shares of Advanced Micro Devices by 269.2% in the 4th quarter. PFS Partners LLC now owns 192 shares of the semiconductor manufacturer's stock worth $41,000 after acquiring an additional 140 shares during the last quarter. Finally, Aviso Financial Inc. lifted its holdings in shares of Advanced Micro Devices by 400.0% in the 3rd quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer's stock worth $32,000 after acquiring an additional 160 shares during the last quarter. 71.34% of the stock is currently owned by institutional investors and hedge funds. Insider Activity In other news, EVP Paul Darren Grasby sold 24,376 shares of the firm's stock in a transaction on Friday, May 8th. The shares were sold at an average price of $444.39, for a total value of $10,832,450....

格隆汇5月28日｜晨光股份(603899.SH)公告称，公司拟以自有资金通过集中竞价方式回购股份，回购资金总额不低于5亿元(含)，不超过10亿元(含)，回购价格不超过35元/股。回购股份将用于股权激励或员工持股计划，回购期限自董事会审议通过之日起12个月内。

IPG Investment Advisors LLC lessened its holdings in Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 52.3% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 10,029 shares of the wireless technology company's stock after selling 11,007 shares during the period. IPG Investment Advisors LLC's holdings in Qualcomm were worth $1,715,000 as of its most recent filing with the Securities and Exchange Commission. Get Qualcomm alerts: Sign Up A number of other large investors have also added to or reduced their stakes in the business. Vanguard Group Inc. raised its stake in Qualcomm by 0.6% in the 4th quarter. Vanguard Group Inc. now owns 114,144,068 shares of the wireless technology company's stock valued at $19,524,350,000 after acquiring an additional 647,076 shares during the period. Geode Capital Management LLC raised its stake in Qualcomm by 12.5% in the 4th quarter. Geode Capital Management LLC now owns 28,897,079 shares of the wireless technology company's stock valued at $4,931,968,000 after acquiring an additional 3,221,924 shares during the period. Amundi raised its stake in Qualcomm by 9.9% in the 3rd quarter. Amundi now owns 12,671,635 shares of the wireless technology company's stock valued at $2,136,486,000 after acquiring an additional 1,138,541 shares during the period. Wellington Management Group LLP raised its stake in Qualcomm by 141.8% in the 3rd quarter. Wellington Management Group LLP now owns 12,437,240 shares of the wireless technology company's stock valued at $2,069,059,000 after acquiring an additional 7,292,783 shares during the period. Finally, Invesco Ltd. raised its stake in Qualcomm by 2.3% in the 3rd quarter. Invesco Ltd. now owns 9,874,113 shares of the wireless technology company's stock valued at $1,642,657,000 after acquiring an additional 220,209 shares during the period. Institutional investors own 74.35% of the company's stock. Wall Street Anal...

港交所将就美元黄金期货合约推出全市场交易费用豁免。 黄金市场持续震荡、美元黄金期货合约流动性紧张的背景下，香港选择对美元黄金期货合约实施降费。 第一财经近期从港交所获悉，港交所将为美元黄金期货合约推出全市场交易费用折扣优惠，以及流动性提供商及活跃交易者优惠计划。有关安排将于2026年7月生效，为期十二个月，并可能由交易所不时作出修订。 具体规则包括两项。第一、交易所将就美元黄金期货合约原定的1美元交易费用（每边每张合约计算）推出全市场交易费用豁免。该交易费用豁免将适用于2026年7月6日至2027年6月30日。 （图片来源：港交所） 第二、美元黄金期货的流动性提供商优惠计划及活跃交易者优惠计划现已开放申请，计划期为2026年7月6日至2027年6月30日。 一名港股资深分析人士对第一财经表示，在黄金市场持续震荡的背景下，交易成本的实质性降低有望刺激短期交易活跃度提升。对于高频交易者、日内短线交易者以及中小散户而言，这一降费措施具有实质性吸引力。 为何此时推出优惠？最直接的原因或许是刺激流动性。港交所方面表示，鉴于美元黄金期货合约于过去一段时间交投并不活跃，推出上述优惠计划旨在支持初期流动性并重振该合约的交易。 “我们希望透过此计划增加流动性和吸引广泛的市场参与，并为即将推出的产品优化及市场发展奠定基础。”香港交易所市场主管余学勤说。 在余学勤看来，此次降费标志着香港发展成为领先的国际黄金交易中心和仓储中心的新起点。这亦是支持香港特区政府的愿景、振兴和拓展黄金产品的重要一步，让市场能够更好地满足全球对亚洲黄金交易、风险管理和仓储日益增长的需求。 事实上，此次降费只是香港黄金布局的“先手棋”。 第一财经近期曾报道，余学勤在出席立法会一场会议时透露，港交所计划重启黄金期货交易，下一步将征询市场参与者及持份者意见，以优化合约设计并完善交易机制。（详见《第四次重启！时隔九年，港交所计划未来数月推出黄金期货》）

瑞晨环保公告，持股6.56%股东宁波虎鼎致新创业投资合伙企业（有限合伙）拟自公告披露起15个交易日后3个月内，以集中竞价或大宗交易方式减持不超214.9万股，占公司总股本3%；90个自然日内集中竞价减持不超公司股份总数1%，大宗交易减持不超2%，减持价格将按届时二级市场价格确定。

Huntington National Bank grew its position in Oracle Corporation (NYSE:ORCL - Free Report) by 0.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 672,225 shares of the enterprise software provider's stock after purchasing an additional 4,037 shares during the quarter. Huntington National Bank's holdings in Oracle were worth $131,024,000 at the end of the most recent reporting period. Get Oracle alerts: Sign Up Several other institutional investors and hedge funds have also bought and sold shares of ORCL. Brighton Jones LLC grew its holdings in Oracle by 189.3% in the fourth quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider's stock worth $25,593,000 after purchasing an additional 100,494 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in Oracle by 8.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider's stock worth $903,000 after purchasing an additional 404 shares during the last quarter. Sivia Capital Partners LLC grew its holdings in Oracle by 21.5% in the second quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider's stock worth $951,000 after purchasing an additional 768 shares during the last quarter. United Bank grew its holdings in Oracle by 6.8% in the second quarter. United Bank now owns 15,038 shares of the enterprise software provider's stock worth $3,288,000 after purchasing an additional 963 shares during the last quarter. Finally, Schnieders Capital Management LLC. grew its holdings in Oracle by 19.2% in the second quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider's stock worth $11,556,000 after purchasing an additional 8,530 shares during the last quarter. 42.44% of the stock is owned by hedge funds and other institutional investors. Insiders Place Their ...

Huntington National Bank raised its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 18.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 293,928 shares of the semiconductor company's stock after acquiring an additional 45,639 shares during the period. Huntington National Bank's holdings in Taiwan Semiconductor Manufacturing were worth $89,322,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Get TSM alerts: Sign Up Several other large investors also recently bought and sold shares of TSM. Stephens Consulting LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 82.0% in the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company's stock valued at $28,000 after buying an additional 41 shares during the last quarter. Ares Financial Consulting LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the fourth quarter valued at about $29,000. Resources Management Corp CT ADV purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at about $32,000. Maseco LLP purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the fourth quarter valued at about $35,000. Finally, Cedar Wealth Management LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 91.4% in the third quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company's stock valued at $37,000 after buying an additional 64 shares during the last quarter. Institutional investors and hedge funds own 16.51% of the company's stock. Insider Activity In related news, VP Tzu-Sou Chuang sold 200,000 shares of the stock in a transaction dated Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the completion o...

IPG Investment Advisors LLC increased its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 267.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 6,286 shares of the enterprise software provider's stock after purchasing an additional 4,574 shares during the period. IPG Investment Advisors LLC's holdings in Oracle were worth $1,225,000 at the end of the most recent reporting period. Get Oracle alerts: Sign Up Other hedge funds have also made changes to their positions in the company. HFM Investment Advisors LLC lifted its holdings in shares of Oracle by 290.9% in the 4th quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider's stock worth $25,000 after purchasing an additional 96 shares during the last quarter. FSA Wealth Management LLC bought a new stake in shares of Oracle in the 3rd quarter worth approximately $28,000. Joseph Group Capital Management bought a new stake in shares of Oracle in the 4th quarter worth approximately $29,000. Investors Research Corp raised its stake in Oracle by 465.5% during the 4th quarter. Investors Research Corp now owns 164 shares of the enterprise software provider's stock valued at $32,000 after acquiring an additional 135 shares in the last quarter. Finally, Mpwm Advisory Solutions LLC raised its stake in Oracle by 76.9% during the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider's stock valued at $32,000 after acquiring an additional 50 shares in the last quarter. Institutional investors own 42.44% of the company's stock. Oracle Stock Down 1.2% ORCL opened at $190.73 on Thursday. Oracle Corporation has a one year low of $134.57 and a one year high of $345.72. The company has a debt-to-equity ratio of 3.66, a quick ratio of 1.35 and a current ratio of 1.35. The stock's fifty day moving average is $168.38 and its 200-day moving average is $178.27. T...

IPG Investment Advisors LLC reduced its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 36.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,519 shares of the semiconductor company's stock after selling 2,562 shares during the quarter. IPG Investment Advisors LLC's holdings in Taiwan Semiconductor Manufacturing were worth $1,377,000 at the end of the most recent reporting period. Get TSM alerts: Sign Up A number of other hedge funds have also recently made changes to their positions in TSM. Stephens Consulting LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 82.0% during the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company's stock valued at $28,000 after buying an additional 41 shares during the last quarter. Ares Financial Consulting LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter valued at about $29,000. Resources Management Corp CT ADV acquired a new position in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at about $32,000. Maseco LLP acquired a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter valued at about $35,000. Finally, Cedar Wealth Management LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 91.4% during the third quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company's stock valued at $37,000 after buying an additional 64 shares during the last quarter. 16.51% of the stock is currently owned by institutional investors and hedge funds. Wall Street Analysts Forecast Growth A number of research analysts have recently issued reports on TSM shares. Needham & Company LLC lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the com...

欧盟称，暂停征收关税旨在降低欧盟农业和化肥行业的生产成本，预计将为其节省约6000万欧元的关税支出。 霍尔木兹海峡中断已影响石油、液化天然气、硫磺和化肥运输，导致农业投入成本上升，并推高种子价格。随着能源价格上涨，各地区农业食品系统的成本随之增加。 在此背景下， 近期欧盟决定对尿素、氨等关键氮肥暂停征收进口关税一年，以缓解中东冲突对欧盟农业造成的成本冲击，该措施已经在5月23日生效。 不过，由于化肥行业同欧盟碳边境调节机制（CBAM）以及欧盟排放交易体系（ETS）高度相关，欧盟内部仍在酝酿更多计划。 当地时间26日，在欧盟举行的农业和渔业理事会公开会议上，意大利农业、粮食主权和林业部长洛洛布里吉达（Francesco Lollobrigida）称，“暂停化肥关税是一项好举措，但这还不够；我们需要一项产业战略。” 此前，包括法国在内的一些国家，一直呼吁将化肥排除在欧盟碳边境调节机制（CBAM）之外。该机制于今年1月生效，对不符合欧盟气候标准的某些进口商品征收关税。 欧盟化肥危机风险有多大 近期，联合国粮农组织不断呼吁，霍尔木兹海峡航运中断引发全球肥料短缺， 将导致2026年下半年至2027年间作物减产及粮食供应趋紧。 在此背景下， 欧盟当前暂停征收关税旨在降低欧盟农业和化肥行业的生产成本，预计将为节省约6000万欧元的关税支出。 但此次关税豁免不适用于从俄罗斯和白俄罗斯进口的化肥产品。 目前，虽然欧盟对从享有优惠准入政策的国家进口化肥免征关税，但仍对从其他国家和地区进口的大量化肥征收5.5%至6.5%的关税。 欧盟委员会表示，欧盟为氮肥结构性净进口地区，俄罗斯是主要来源国之一。 根据欧盟统计局数据，2024年欧盟自盟外进口氨208万吨，约35%来自美国和俄罗斯等，其中俄罗斯供应52.8万吨，占全年进口总量25%以上；进口尿素598万吨，俄罗斯供应172万吨，约占29%。 对欧出口氮肥较多的国家除了美俄之外， 还有沙特、阿曼、卡塔尔、阿联酋、利比亚等。 要解释的是，中东国家仅占欧盟氨进口量的约3%，氮肥进口量的1%至2%，因此霍尔木兹海峡的封锁并未对欧洲的供应造成显著影响。 同时欧盟也生产自己的氮肥，但严重依赖天然气进口。海湾地区的冲突推高了天然气价格，也导致欧洲本土生产的化肥价格上涨，一些国家由于天然气库存不足，从而面临更高的成本风险。 以2022年俄乌冲突时期为例，...

格隆汇5月28日｜上海证券交易所和中证指数有限公司将于2026年4月30日正式发布上证高成长产业债指数系列，为市场提供多样化业绩基准与投资标的。上证高成长产业债指数系列从上海证券交易所市场上市的债券中，选取剩余期限、信用评级符合条件的高成长产业债作为指数样本，以反映上海证券交易所市场相应高成长产业债的整体表现。

KKR & Co 周四表示，将在米兰开设办事处。此前，这家美国私募股权公司已在电信和能源领域进行了大量投资，目前正寻求扩大其在意大利的业务版图 。 过去两年间，由KKR牵头的财团以190亿欧元（合220亿美元）收购了意大利电信（Telecom Italia）旗下的固定电话网络，同时KKR还以约36亿欧元入股了埃尼集团（Eni）旗下生物燃料子公司Enilive，持股比例为30%。 该公司在一份声明中表示，新办公室将负责KKR在意大利的私募股权、实物资产、信贷和保险业务，以及其私人财富管理业务。 该办公室将由KKR基础设施团队合伙人马尔科·丰塔纳（Marco Fontana）领导。私募股权团队董事尼科洛·德拉·卡萨（Nicolo Della Casa）将负责领导该公司在意大利的私募股权业务。 责任编辑：刘明亮

Senegal has two interest payments on foreign-currency bonds due next month and while analysts expect them to proceed, they come at a tense political time in the West African nation ahead of talks with the International Monetary Fund . Senegal has to pay a €53.75 million ($62.5 million) coupon on its 2037 euro -denominated bonds on June 8, coinciding with an IMF visit to the country. Two days later, it has a $38.75 million payment due on its 2031 dollar -denominated securities. Although the amount “isn’t a lot of dollars” and Senegal is expected to pay it from money raised on the regional market, it highlights several thorny issues that nag investors, said David Austerweil , a New York-based deputy portfolio manager at Van Eck Associates . “Does the new prime minister use this opportunity with the IMF visiting to finally get a program and restructure the debt?” he asked. Read More: Senegal Dollar Bonds Slump as Political Standoff Deepens President Bassirou Diomaye Faye appointed an ex-central bank as his new premier on Monday after sacking former ally Ousmane Sonko as prime minister the week before. Sonko, who was subsequently elected to the powerful post of speaker of the National Assembly, has rejected a debt restructuring and called it a threat to economic sovereignty. His replacement is expected to be more open to a revamp, which analysts say is needed. But Sonko has pledged vigorous oversight of government finances from his new perch in parliament, potentially clouding the outlook for government policies that would be part of the assessment for any potential restructuring. Senegal’s public finances have been under strain since the discovery of billions of dollars in hidden debts left by the previous administration, which prompted the IMF to suspend a $1.8 billion program in 2024. Talks over a new facility have since bogged down over whether it needs to restructure its debts to obtain fresh funding from the Washington-based lender. The latest political drama has ...

格隆汇5月28日｜在2026年深交所全球投资者大会上，广东省政府副省长李运指出，未来，将从三方面打造金融创新高地。一是加快推进新质生产力高质量发展。聚焦集成电路、量子科技、先进制造、生物医药等战略性新兴产业和未来产业。二是持续壮大优质上市企业梯队，提升全省IPO上市规模和质量。三是完善全链条创投支撑生态。推动1000亿元战略性新兴产业投资引导基金、500亿元粤港澳大湾区创业投资基金等省引导基金与社会资本携手联动，打造“长钱长投”的产业基金集群。

$Micron Technology (MU.US)$ Be fearful when others are greedy Goodbye everyone, love you Micron 😘 Moomoo

格隆汇5月28日｜在今天召开的深交所2026全球投资者大会上，广东省副省长李运提到，截至目前，广东境内外上市企业达1242家，境内上市公司895家，其中深交所汇聚广东A股上市公司683家，占全省境内上市总量的76%。2025年，广东在深交所实现新增上市公司、IPO申报企业、上市辅导企业、并购重组交易金额、再融资规模、债券融资规模六个全国第一。他表示，立足新起点，广东将牢牢把握资本市场改革机遇，全力支持深交所建设世界一流交易所，持续推动湾区资本市场开放合作走深走实。

格隆汇5月28日｜据央视财经，当科技大国的太空竞争核心，正从“看得见”的轨道与载荷，转向“算得强”的数据与智能，太空算力成了前沿赛道。国家超算天津中心首席科学家孟祥飞表示：数据安全防护涵盖多个维度，首先是物理安全，依托天地协同备份机制，避免数据因灾害、事故、外部冲击受损。另外，我们会在太空部署多个算力，它们之间会完成数据的相互备份。未来的数据安全应该叫AI攻击，AI防护，我们要去训练AI，一旦发生有攻击的迹象，它就开始主动应对，所以说必须有强大的算力做支撑。

国际商业机器公司（ IBM ）周四宣布，将投入 50 亿美元启动一项专项计划，调配工程师与人工智能工具，助力企业强化开源软件安全防护。 该项目命名为 莱特韦尔计划（Project Lightwell） ，旨在打造开源安全信息集散中心，建立一套全软件供应链风险管理模式。 开源软件是可免费使用、自由修改的代码，目前绝大多数企业的技术系统都依托其运行。但随着应用愈发广泛，开源软件已成为黑客的主要攻击目标；而人工智能技术的发展，也让不法分子更容易挖掘并利用安全漏洞。 IBM 及其旗下混合云业务子公司红帽已联合 美国银行 、 摩根大通 、维萨等多家企业开展试点，持续优化系统，提升对复杂企业软件漏洞的识别与修复能力。 IBM 软件业务高级副总裁罗布・托马斯向路透社透露， 该项服务将在未来 30 天内正式商业化上线 。 托马斯表示，这项服务采用订阅模式，收费标准大概率按软件组件使用数量核算。接入服务的企业将获得安全认证，证明其所用开源软件可安全投入实际业务运行。 莱特韦尔计划将搭建一个核心平台：企业可在平台上匿名上报安全漏洞、获取经过验证的修复方案，并将解决方案共享给整个开源社区。 该方案覆盖软件从开发到投产的全生命周期安全防护，企业可直接将经过核验的安全补丁部署至现有系统。 红帽以往仅针对自有平台开展软件安全工作，而莱特韦尔计划在此基础上进一步延伸，将防护范围拓展至各类第三方开源组件，包括程序代码库与人工智能框架等。 责任编辑：郭明煜

这段时间豆包翻车案例经常上热搜，说明AI搜索越来越普及了。“万事不决问AI”成了这届用户的新习惯。但很多时候，AI给的东西乍一看还可以，却根本不能深究。 有的数据找不着来源、有的概念是同名异意词、甚至它给的有些论文都根本是编的，真把这些东西拿出来用，那可就得贻笑大方了...我发现吐槽AI搜索不靠谱这事儿的还不在少数。 （图源：Ron Stoner） 就前阵子，安全工程师罗恩・斯托纳（Ron Stoner）在个人博客发布了一篇博文，号称自己仅用12美元（约82元）注册域名和一次编辑维基百科，就成功欺骗了ChatGPT、Claude3、Gemini Advanced等主流大模型。 这哥们到底整了什么活？ 花12美元就成功欺骗了主流AI 作为安全工程师，Ron Stoner对Anthropic、OpenAI等厂商鼓吹的“大模型需要数月甚至数年内持续导入恶意内容才会被破坏”深表质疑，他认为自己完全可以实现一种 更快、更便宜、更简单的攻击 。 想实现这一切，只要从数据回收层开始下手即可。 为此，Ron Stoner盯上了一款名叫6 Nimmt!（又名：谁是牛头王）的德国桌游，这是一款发行于1994年的老派策略卡牌游戏。 （图源：meeplelikeus） 为什么偏偏选中它呢？因为这款游戏有个特征，那就是它只在德国有些名气，在世界范围内算籍籍无名，且在现实中从未单独举办过什么官方的世界锦标赛，网上关于它世界冠军的信息几乎是一片空白。 对大模型来说，这种信息空白区简直就是无人区。 这就好比在一片从未被开发过的荒地上，谁先盖个茅草屋，AI就会认定谁是这片地的主人。 于是乎，Ron Stoner开始了他的操作。 第一步，他花了12美元注册了一个看起来极其官方的域名——6nimmt.com。 （图源：6nimmt.com） 第二步，他让AI帮他写了一篇充满激情的新闻稿，大致内容就是自己在慕尼黑，击败了来自二十多个国家的顶尖选手，夺得了牛头王的世界冠军。他还特意加上了彩带飘落、观众欢呼这种逼真的赛后感言，然后把文章挂在了自己刚买的那个网站上。 最关键的第三步来了。他跑去维基百科，在那款桌游的词条底下加了一段话，宣称自己是2025年世界冠军，并把参考资料的链接，指向了自己刚建好的那个破网站。 整个操作过程，前后不到二十分钟。 接下来，Ron只是问了几家大模型一个简单的问题：你能告诉我6ni...

教宗良十四世日前在梵蒂岡發表任內首份通諭，以人工智能(AI)為主題，呼籲不可用AI來作惡。 通諭是教宗對全世界天主教徒下達的教導文件，通常回應當時最迫切的社會議題，奠定教義基礎。原文首兩個字會作為通諭正式名稱。 良十四世通諭題為《偉大的人類》，本月15日簽署當日正值教宗良十三世1891年，發表《新事》135周年，該通諭呼籲在工業革命期間，改善工人條件，被視為奠定現代天主教會關注社會正義傳統的基石。 另外，在古巴導彈危機後幾個月，若望二十三世在1963年發表《和平於世》，呼籲冷戰期間核裁軍。被認為促成簽訂部分禁止核試驗條約。 2015年方濟各的《願祢受讚頌》，就呼籲應對氣候變化。在良十四世發表通諭當日，AI大模型開發商Anthropic，聯合創辦人奧拉獲邀出席，有專家認為通諭或成為AI開發者和政策制定者的參考。 點擊重溫其他集數

Royal Bank of Canada ( RY ) declares CAD 1.76/share quarterly dividend , 7.3% increase from prior dividend of CAD 1.64. Payable Aug. 24; for shareholders of record July 27; ex-div July 27. The company intends to repurchase for cancellation up to 45 million of its common shares. See RY Dividend Scorecard, Yield Chart, & Dividend Growth. More on Royal Bank of Canada Royal Bank of Canada (RY:CA) Shareholder/Analyst Call Transcript Royal Bank of Canada: Fundamentally Solid, But Valuation And Technicals Reiterate Caution Royal Bank of Canada (RY:CA) Presents at 24th Annual Financial Services Conference Transcript Canadian banks Q2 earnings preview - What to expect Francisco Partners is said to be in talks to buy Canadian payments firm Moneris for up to $2B

法国卫生部长里斯特 （Stephanie Rist） 周四在接受TF1电视台采访时表示，从6月中旬起，法国将为重度肥胖患者报销减肥药费用。 诺和诺德的Wegovy和礼来公司的Mounjaro是两种注射剂，作为抗肥胖治疗药物已在全球范围内引起广泛关注。 相关审批程序正在最后敲定，预计报销政策将于6月中旬生效。 适用对象为：身体质量指数（BMI） ≥35且至少伴有一种并发症的患者，或BMI≥40（无论是否伴有并发症）的患者。 多达1000000人可能受益于此项报销政策，处方权仍由医生酌情决定。 里斯特表示，报销比例为65%，但在实际操作中，由于合并症的存在，绝大多数符合条件的患者可享受100%的报销。 里斯特估计，全面实施后，该政策每年将给国家带来约1亿欧元的支出。 在法国，患者每月需为这些药物支付约300欧元。 责任编辑：刘明亮

Severin Investments LLC boosted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 43.4% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 6,975 shares of the semiconductor company's stock after purchasing an additional 2,112 shares during the period. Taiwan Semiconductor Manufacturing accounts for 1.9% of Severin Investments LLC's investment portfolio, making the stock its 4th biggest holding. Severin Investments LLC's holdings in Taiwan Semiconductor Manufacturing were worth $2,120,000 at the end of the most recent reporting period. Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Fisher Asset Management LLC grew its position in Taiwan Semiconductor Manufacturing by 1.8% during the 4th quarter. Fisher Asset Management LLC now owns 18,146,900 shares of the semiconductor company's stock worth $5,514,662,000 after purchasing an additional 313,773 shares in the last quarter. Bank of America Corp DE grew its position in Taiwan Semiconductor Manufacturing by 0.9% during the 3rd quarter. Bank of America Corp DE now owns 14,935,893 shares of the semiconductor company's stock worth $4,171,445,000 after purchasing an additional 130,173 shares in the last quarter. Jennison Associates LLC grew its position in Taiwan Semiconductor Manufacturing by 6.4% during the 4th quarter. Jennison Associates LLC now owns 13,394,299 shares of the semiconductor company's stock worth $4,070,393,000 after purchasing an additional 802,757 shares in the last quarter. Alliancebernstein L.P. grew its position in Taiwan Semiconductor Manufacturing by 2.2% during the 3rd quarter. Alliancebernstein L.P. now owns 10,687,037 shares of the semiconductor company's stock worth $2,984,783,000 after purchasing an additional 229,237 shares in the last quarter. Finally, WCM Investment Management LLC grew its holdings...

PSI Advisors LLC reduced its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 42.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 4,254 shares of the semiconductor manufacturer's stock after selling 3,092 shares during the period. PSI Advisors LLC's holdings in Advanced Micro Devices were worth $911,000 as of its most recent filing with the Securities and Exchange Commission. Get Advanced Micro Devices alerts: Sign Up A number of other hedge funds also recently made changes to their positions in the stock. Texas Capital Bank Wealth Management Services Inc boosted its stake in shares of Advanced Micro Devices by 1,052.1% in the 4th quarter. Texas Capital Bank Wealth Management Services Inc now owns 24,401 shares of the semiconductor manufacturer's stock valued at $5,226,000 after purchasing an additional 22,283 shares in the last quarter. Geode Capital Management LLC boosted its stake in shares of Advanced Micro Devices by 0.8% in the 4th quarter. Geode Capital Management LLC now owns 37,584,845 shares of the semiconductor manufacturer's stock valued at $8,015,897,000 after purchasing an additional 287,525 shares in the last quarter. Fidelis Capital Partners LLC boosted its stake in shares of Advanced Micro Devices by 1.2% in the 4th quarter. Fidelis Capital Partners LLC now owns 19,483 shares of the semiconductor manufacturer's stock valued at $4,172,000 after purchasing an additional 224 shares in the last quarter. Knights of Columbus Asset Advisors LLC boosted its stake in shares of Advanced Micro Devices by 19.3% in the 4th quarter. Knights of Columbus Asset Advisors LLC now owns 13,663 shares of the semiconductor manufacturer's stock valued at $2,926,000 after purchasing an additional 2,208 shares in the last quarter. Finally, King Luther Capital Management Corp boosted its stake in shares of Advanced Micro Devices by 21.7% in the 4th ...

Stock index futures slipped ahead of the open as investors prepared for a slew of macroeconomic reports, including personal income and outlays data. Now, here are 5 news stories that broke overnight to watch out for: Ohio halts data center incentives : Governor Mike DeWine ordered a pause on new tax credit considerations for data center projects while lawmakers assess the industry’s impact on the state economy. DeWine directed the chair of the Ohio Tax Credit Authority to suspend review of new data center tax exemption requests as the Ohio General Assembly’s Joint Data Center Committee studies the rapid expansion of data centers across the state. Gold extends losing streak: Gold futures fell for the third straight session Wednesday, shedding 2% during the period to hit their lowest level in two months. The decline comes amid a growing perception that the Federal Reserve may consider raising interest rates, despite new Federal Reserve Chair Kevin Warsh being brought in by President Donald Trump with the aim of cutting rates. Gold has been trending lower since the start of the war with Iran, as the effective closure of the Strait of Hormuz has caused a surge in oil prices, stirring inflation concerns and sparking expectations of rate hikes. Google engineer charged in Polymarket scheme: A Google ( GOOG ) ( GOOGL ) software engineer faces federal fraud charges for allegedly using insider information to pocket $1.2M from correct predictions on the betting platform Polymarket. Prosecutors claim Michele Spagnuolo, a staff information security engineer at Google, used confidential information to place winning trades, including a bet that singer d4vd would be Google’s most searched person in 2025. Spagnuolo has been charged with money laundering, commodities fraud, and wire fraud. AWS margins outpace rivals on Anthropic demand: Amazon Web Services’ ( AMZN ) margins are pulling ahead of competitors due in part to increased customer spending on Anthropic’s Claude through AWS B...