耀才專論丨全球晶片熱炒 中芯國際值得關注 橙新聞

商务部新闻发言人何亚东28日在例行新闻发布会上回应欧盟拟于今年7月1日实施新钢铁关税政策的有关提问时说，欧盟此举，本质是贸易保护主义，不仅无法维护钢铁产业竞争力，还将严重冲击中欧钢铁贸易，影响全球产供链稳定。目前，中方正在世贸组织框架内与欧方开展谈判。中方期待通过谈判达成双赢结果，促进中欧经贸关系平稳健康发展。如果欧方歧视性对待中国企业和产品，中方将采取相应措施，坚决维护自身合法权益。（新华社）

格隆汇5月28日｜A股三大指数今日集体上涨，截至收盘，上证指数涨%，深证成指涨0.8%，创业板指涨1.96%，科创50指数涨1.59%。全市场成交额29873亿元，较上日成交额缩量2726亿元，全市场超3000只个股上涨。算力硬件产业链延续强势，PCB、CPO方向领涨；芯片产业链走强，晶圆、硅片方向领涨；超硬材料、工业金属、电力、商业航天概念股活跃。大金融、大消费走弱，AI应用、宇树机器人题材调整。 今日通信设备、人工智能、科创机械及海外消费板块全线爆发，相关ETF涨幅显著，与算力硬件、PCB、CPO题材领涨的行情高度联动，带动创业板指大涨1.96%： 通信设备板块：通信ETF国泰（515880）大涨5.20%，领涨A股市场；通信ETF富国（159583）上涨4.56%，通信ETF广发（159507）上涨4.23%，通信ETF嘉实（159695）上涨4.15%，通信ETF南方（159511）上涨3.96%，CPO、算力硬件题材集体走强，成为市场绝对主线。人工智能板块：创业板人工智能ETF华夏（159381）上涨3.61%，创业板人工智能ETF招商（159243）上涨3.55%，创业板人工智能ETF南方（159382）上涨3.49%，AI算力题材同步活跃，与通信设备板块形成共振。科创机械板块：科创机械ETF嘉实（588850）上涨3.82%，工业母机、高端制造题材集体走强，受益于超硬材料、工业金属题材的活跃行情。海外消费板块：标普消费ETF景顺（159529）大涨5.97%，领涨全市场，海外消费题材逆势爆发。 今日半导体、港股创新药板块集体大幅下挫，相关ETF跌幅居前，与大金融、大消费走弱的行情形成联动： 半导体板块：中韩半导体ETF华泰柏瑞（513310）大跌6.59%，领跌市场，半导体板块大幅回调，与芯片产业链走强的A股主线形成背离。港股创新药板块：港股通创新药ETF汇添富（159570）下跌4.14%，港股通创新药ETF工银（159217）下跌4.03%，港股通创新药ETF南方（159297）下跌3.87%，港股通创新药ETF易方达（159316）下跌3.83%，港股创新药ETF银华（159567）下跌3.75%，恒生创新药ETF华泰柏瑞（520500）下跌3.68%，恒生生物科技ETF富国（159132）下跌3.65%，港股创新药ETF景顺（513780）下跌...

截至收盘，ETF两市成交额报4543.18亿元，分类型来看，股票型ETF成交额1643亿元，债券型ETF成交额1746.83亿元，货币型ETF成交额260.15亿元，商品型ETF成交额100.41亿元，QDII型ETF成交额480.25亿元。其中，成交额最高的非货币型ETF分别是科创50ETF（588000）、中韩半导体ETF（513310）、科创芯片ETF（588200），成交额分别为：74.81亿元、63.99亿元、61.46亿元。

文章提及标的 消费 -- 半导体 -- 创新药 -- 港股通创新药ETF工银 -- 中韩半导体ETF华泰柏瑞 -- 通信ETF富国 -- 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。

《瑞銀窩輪》美團股價一度破底 下周公佈業績 兩手部署美團認購（26260）、美團認沽（27240） AASTOCKS.com

格隆汇5月28日｜5月26日，CNBC主持人安德鲁·罗斯·索尔金在CBS《60分钟》节目里放了一句狠话：美国迟早会有一次股市崩盘，这是必然的。更扎心的是，他说美国大公司的CEO们现在非常害怕说真话，谁也不敢站出来对股市的险情公开预警。“当今美国的大多数CEO都非常害怕公开谈论任何事情，”索尔金在节目中直言。他表示，这些高管们“对批评本届政府的任何举措都感到极度紧张”。

格隆汇5月28日｜据新京报，北京市十六届人大常委会二十四次会议听取和审议市人大民族宗教侨务外事委员会关于市十六届人大四次会议主席团交付审议的代表提出的议案审议结果的报告。北京市第十六届人民代表大会第四次会议主席团交付民族宗教侨务外事委员会审议的代表议案共4件，即黄乐平等13名代表提出的关于制定《北京市人工智能产业发展条例》的议案、杨强等15名代表提出的关于制定《促进北京市人工智能产业发展立法》的议案、陶庆华等12名代表提出的关于制定《加快人工智能产业发展立法强化人才队伍建设》的议案、张夕勇等17名代表提出的关于制定《加快具身智能机器人产业立法》的议案。根据立法工作安排，常委会会议拟于今年11月对条例草案进行一审，在此之前常委会主任会议还将对《北京市人工智能产业发展条例立项论证报告》进行研究。

騰訊控股(00700)出現大手賣出1.5萬股，成交價$424.0，涉資636萬 AASTOCKS.com

Mobile app enables travelers to complete their arrival card in just three minutes to serve approximately 30 million tourists annually in a national pilot BANGKOK, May 28, 2026 /PRNewswire/ -- Amazon Web Services (AWS), an Amazon.com, Inc. company (NASDAQ: AMZN), today announced that the Thailand Immigration Management System (THIM), the country's first web and mobile application for national immigration management, is built on AWS. Developed by Digital Identity Co., Ltd in partnership with the Thailand Immigration Bureau, THIM leverages AWS cloud services to help modernize the immigration process for Thailand, home to Bangkok, the world's most visited city by international arrivals in 2025. Designed to significantly reduce wait times at checkpoints Now available for download in a pilot, THIM is designed to help travelers save time and complete their arrival card in just three minutes, offering a more convenient and streamlined border experience. For the first time, international tourists visiting Thailand can complete their arrival registration digitally before they land. The app currently supports English, Russian, Japanese, and Chinese languages, with plans to add more languages in the coming months. "Thailand's immigration system serves approximately 30 million international tourists annually, and it is our responsibility to ensure that every traveler's experience at our borders reflects the modern, welcoming nation we are. THIM positions Thailand at the forefront of Southeast Asia's digital immigration transformation through a national mobile platform. By embracing cloud technology, we have reduced processing times significantly while strengthening our national security capabilities," said Pol.Maj.Gen. Pratya Prasarnsuk, Deputy Commissioner of Immigration Bureau. "The border is Thailand's front door," said Mr. Natakorn Tanachaihirun, CEO, Digital Identity Co., Ltd. "We built THIM to make sure it's wide open and secure at the same time. This is just the beginning...

刚拿了一个新的博士头衔，老黄又被曝「学术」新动向： 加盟 清华大学经管学院顾问委员会 。 这个顾问委员会由 库克 担任主席， 马斯克、纳德拉、扎克伯格…以及李彦宏、马化腾、马云 等人，均是委员会一员。 学术老黄 据《金融时报》爆料，黄仁勋已接受清华大学经济管理学院的邀请，将加入其顾问委员会。 消息目前还没有正式官宣，但据透露， 老黄已经确认了这个邀请 。 大家可能不知道这个委员会的含金量。 清华大学经济管理学院顾问委员会成立于 2000年10月 ，使命是加强学院与外部各界的联系，提升学院在科研和教学方面的整体水平，帮助学院建设成为世界一流的经济管理学院。 重点是，翻开名单，委员大多是 国际著名跨国公司董事长，也包括世界一流大学商学院院长和诺贝尔经济学奖获得者 。 现任主席是苹果CEO蒂姆·库克 ，2019年接任至今。 现任 65位委员 ，既包括科技圈顶流如马斯克、微软CEO纳德拉、Meta扎克伯格等，也不乏金融圈大拿，如摩根大通的杰米·戴蒙、贝莱德的拉里·芬克、花旗的简·弗雷泽。 可口可乐、西门子、通用汽车、BP、塔塔 等一堆全球巨头的掌门人也都名列其中。 中国这边， 马云、马化腾、李彦宏 也在列。 委员们通常 每年在北京开一次年会 ，除了讨论学院的国际化战略和长期发展方向，也会给经管学院的学生做讲座。 要打个比方的话，差不多就是哈佛商学院院长顾问委员会的中国对应版本。 说真的， 今年老黄的「学术」动作有点太密集了…… 就在5月上旬，老黄刚刚又拿到了一个荣誉博士学位—— CMU的科学与技术荣誉博士 。 这是他的第7个荣誉博士。也是在拿到这个头衔的毕业典礼上，老黄留下本月刷屏的名言之一： AI不会取代你，但善用AI的人会。 不过回归到老黄自己的求学生涯上，他的 最高学位是斯坦福大学的电气工程硕士 。 黄仁勋出生于1963年，今年63岁。 1972年，9岁的黄仁勋和哥哥一起被送到美国读书，没有父母陪同。由于是学校内「唯二」的亚洲面孔，他们经常遭受霸凌。 后来黄仁勋转学，并且一直学业成绩优异，在高中时连跳两级，16岁毕业，进入 俄勒冈州立大学，主修电子工程 。 毕业后，黄仁勋先后在AMD、和LSI Logic等公司担任工程师和高级管理职位。但因为觉得自己「知道的不够多」，他又开始在斯坦福攻读硕士学位， 1990年，他在斯坦福大学获得电子工程硕士学位 。 嗯，这就是大家当时...

jewhyte Former BP ( BP ) chairman Albert Manifold said no concerns about his conduct were raised during his time leading the oil major. BP removed Manifold on Tuesday after eight months as chairman, citing serious concerns related to “governance standards, oversight and conduct.” While the company did not provide additional details, people familiar with the matter said complaints included aggressive behavior toward employees, mishandling sensitive information, and attempts to bypass the board. “At no point in my tenure as Chairman of BP has anyone raised with me any issue about my conduct or my relationship with my colleagues,” Manifold said in a statement on Thursday, as per Bloomberg . “I dispute entirely this characterisation of my conduct.” Manifold said he accepts the board’s decision to remove him as chairman, but he did not accept “that lies can be told about me, nor that anyone should be allowed to hide behind anonymity when commenting on my time at BP.” More on BP p.l.c. Wall Street Lunch: BP Slips After Ousting Chairman Albert Manifold Over Governance Concerns BP p.l.c.: Risks Are Now To The Upside BP: The Market Still Underestimates This Turnaround Ousted BP Chair Albert Manifold fights back against dismissal BP boots chair Manifold over 'serious concerns' about conduct

巴西外长维埃拉将访华 2026-05-28 15:05:32 来源： 同花顺7x24快讯 分享 应中共中央政治局委员、外交部长王毅邀请，巴西外长维埃拉将于5月31日至6月2日对中国进行正式访问。(新华社)

韩国央行行长申铉松表示，受人工智能热潮推动，半导体出口大幅增长，其利好效应将抵消伊朗局势冲突与全球能源冲击对韩国经济造成的负面影响。 周四，韩国银行行长申铉松在就任后首次货币政策会议落幕之际发表讲话。他预计，芯片出口的旺盛态势将推动韩国 2026 年国内生产总值（GDP）增速提升 0.7 个百分点，这一正向作用超过海湾局势危机给 GDP 带来的 0.4 个百分点拖累。 今年，人工智能所用高带宽存储芯片需求激增，为韩国经济与股市注入强劲动力。一季度韩国半导体出口额达 785 亿美元，同比大涨 139%；韩国两大芯片巨头三星与 SK 海力士的市值均已突破 1 万亿美元。 散户投资者纷纷入场分享行业丰厚收益，韩国综合股价指数在不到 18 个月的时间里涨幅超两倍。 韩国银行将 2026 年经济增长预期从 2% 上调至 2.6%。申铉松称，股市繁荣以及为对冲伊朗局势冲击而出台的补充预算，将分别拉动 GDP 增长 0.1 个百分点和 0.2 个百分点。 申铉松表示，汇率波动、首尔地区房价以及居民债务等问题意味着金融稳定风险依然存在，因此判断未来需要在合适时机上调基准利率。 大华银行集团经济学家认为，2027 年韩国通胀有望逐步回落，这意味着韩国央行大概率不会累计加息超过两次。 分析师表示，尽管半导体、信息技术及造船行业表现亮眼，但受油价走高、以及来自其他国家低成本竞品的冲击，钢铁、石化等其他行业举步维艰。经济呈现K 型分化态势，这或将压缩韩国央行的政策操作空间。 韩国同时还面临多重国内压力：居民债务高企、青年失业问题突出、首尔圈房价居高不下，加之人口老龄化持续加剧，劳动力供给承压。 KB 证券分析师金彼得指出，通常而言，楼市火热、股市走牛、本币走弱的组合会指向货币收紧。但当前韩国国内经济基本面呈现出就业疲软、薪资增长分化、出口企业经营状况两极分化的特征。 责任编辑：江学思

高盛认为，AI投资叙事正从基础设施层向应用层切换，人形机器人正在成为下一个最清晰的货币化前沿。该行建议投资者提前布局，把握亚太机器人生态系统多年资本轮动所带来的早周期机遇。 高盛股票策略师Jacqueline Du在最新研究报告中披露，该行于5月18日至22日先后赴香港参加亚洲科技会议、赴深圳和北京开展中国AI机器人专项调研，期间与14家涵盖私有和上市公司的机器人企业进行了深度交流。报告指出，此行令高盛"深受鼓舞"——VLA/VTLA模型与世界模型的快速整合正在显著提升机器人的规划能力与鲁棒性，模型规模亦向约400亿至800亿参数量级迁移。 高盛驻新加坡交易员Peter Sheren表示，AI叙事正从基础设施转向应用层，劳动力短缺与自动化需求等结构性顺风正在加速产业落地，推动资金向韩国、日本和中国的机器人相关标的轮动。从估值角度看， 亚太机器人股票篮子中位市盈率（22倍）较美国同类（28倍）折价约21%， 叠加更高的盈利增长预期，亚太区机器人标的的性价比更为突出。 尽管前景乐观，高盛同时明确指出规模化商业部署仍需耐心。目前大多数应用仍处于概念验证阶段， 行业玩家普遍预计大规模部署将于2027年至2029年落地；高质量真实世界数据依然是制约产业发展的核心瓶颈。 两城五天：高盛年中调研的核心发现 高盛此次调研历时五天，分两段进行：5月18至19日在香港参加GS Asia Communacopia + Technology Conference，5月20至22日赴深圳和北京开展中国AI机器人专项考察。调研共接触14家企业，涵盖具身AI、机器人及自动化生态系统的广泛横截面，包括：戴蒙机器人、越疆、埃斯顿自动化、星途动力、伽博特、极智嘉、逐际动力、联科机器人、梅卡曼德、万机机器人、帕希尼、灵境智能、优必选、方隅机器人。 Jacqueline Du将此次调研定性为"行业发展的年中检查"， 并归纳出两大核心发现 ：其一，VLA/VTLA模型与世界模型的集成正在快速推进，模型规模显著扩大；其二，高质量真实世界数据仍是当前部署落地的首要瓶颈，但行业讨论已从宏观"数据配方"之争，切换至如何构建可扩展的数据采集架构。 技术加速：多模态栈整合提速，数据争夺升温 从技术路线来看，此次调研中行业讨论已明显超越单一VLA框架，转向以执行为导向的多模态栈。具体路径是：先快速完成VLA与世界模型的整...

Bath & Body Works Inc. NYSE: BBWI posted another quarter of declining sales in its Q1 2026 earnings report—and investors cheered anyway. Bath & Body Works Today BBWI Bath & Body Works $19.56 +1.83 (+10.34%) 52-Week Range $14.27 ▼ $33.96 Dividend Yield 4.09% P/E Ratio 6.21 Price Target $21.21 Add to Watchlist The cheers came courtesy of a double beat and the fact that the company maintained its full-year guidance. BBWI surged over 16% in early trading after the report, closing the day up about 10%. That price action came on about twice the stock’s normal volume. Get Bath & Body Works alerts: Sign Up Bath & Body Works earnings report was more of the same story that’s been viewed skeptically by investors. That is, declining year-over-year revenue, particularly in same-store sales. But, as the post-earnings lift in BBWI seems to show, it's likely that the worst is already priced in. Why Bath & Body Works Is Winning in the Marketplace If investors want to be cautious about Bath & Body Works earnings report, here’s the data point to consider. In the quarter, the company generated 77% of its revenue from in-store sales in the United States and Canada. That includes buy-online-pick-up-in-store (BOPIS). Specifically, that meant $1.1 billion. However, the number was down 4.3% year over year. The news was only slightly better regarding online sales. The company reported $246 million in revenue from that channel. That was “only” down about 1.5% year-over-year. It’s important to understand how BOPIS figures into these channels. BOPIS represents about 20% of total online sales. However, these are recorded as store net sales. BOPIS is core to the company’s "Win in the Marketplace" pillar—making Bath & Body Works accessible "anytime and anywhere." The fact that approximately 20% of digital demand is fulfilled in-store also drives store traffic, reduces shipping costs, and can prompt incremental in-store purchases. Support for that thesis came when management normalized for a free s...

After a single-month surge of 77%, Micron's price-to-earnings ratio remains less than half that of NVIDIA. Moomoo

格隆汇5月28日｜方正证券研报指出，宸展光电全球领先智能人机交互供应商，新兴业务打开成长空间。公司产品主要包括智能车载显示屏/智能交互一体机/智能交互显示器三种类型，2025年产品收入占比分别为30%/30%/29%。公司2025年实现营业收入25.20亿元，同比+14%，2023-2025CAGR达37%，实现归母净利润1.94亿元，同比+3%，2023-2025CAGR达4%，业绩实现稳健增长。同时公司正在积极开拓机器人和玻璃基板应用场景，新场景开拓有望带动业绩放量。公司推出高性能开发板，打造智能机器人超强大脑。能让机器人更精准地接受并处理环境信息，进而做出最佳判断。此外，玻璃基板进入高速增长通道，公司认为玻璃基板PCAP传感器更具优势。首次覆盖，给予“推荐”评级。

格隆汇5月28日｜新易盛盘中涨超4%报727元，创历史新高，市值超7200亿元，年内累涨近70%。 中际旭创盘中涨近8%报1199.79元，再创历史新高。中际旭创目前是A股市场第四高价股，仅次于联讯仪器、寒武纪和贵州茅台；市值超1.3万亿元，位居A股第11位。中际旭创自2025年5月12日以来累计上涨1173%，年内累计上涨96%。 天孚通信盘中涨5%报450.15元，创历史新高，市值超3500亿元，年内累涨超120%。

Micron (MU) vs Nvidia (NVDA): Which AI Stock Is the Better Buy in 2026? The two stocks powering the AI revolution — one builds the brains, the other feeds the memory. Here's how MU and NVDA actually compare in 2026, and how to trade both 24/7 on Phemex. Summary Box MU (Micron Technology) : Memory chip manufacturer, dominant in HBM3E and DRAM, market cap recently entered the $1 trillion club. : Memory chip manufacturer, dominant in HBM3E and DRAM, market cap recently entered the $1 trillion club. NVDA (Nvidia Corporation) : AI GPU monopolist, multi-trillion-dollar market cap, controls ~85% of AI accelerator market. : AI GPU monopolist, multi-trillion-dollar market cap, controls ~85% of AI accelerator market. Shared catalyst : Both names are direct beneficiaries of the AI capex super-cycle — but at very different points in the value chain. : Both names are direct beneficiaries of the AI capex super-cycle — but at very different points in the value chain. Both stocks are available as 24/7 perpetual futures on Phemex, settled in USDT alongside crypto positions in a single unified account. What Is Micron (MU)? Micron Technology is one of only three companies on earth capable of manufacturing leading-edge memory at scale. The Boise, Idaho-based firm produces DRAM (the working memory in every server, PC, and smartphone), NAND flash (the storage in SSDs), and — most importantly for the 2026 thesis — High Bandwidth Memory (HBM3E and the forthcoming HBM4). Micron is the only US-headquartered memory pure-play, which has made it a strategic asset under the CHIPS Act. The company is currently in the middle of a once-in-a-decade super-cycle: HBM is the bottleneck in every AI training cluster on the planet, and Micron has effectively sold out its 2026 HBM capacity, with most of 2027 already spoken for. Key data: Ticker : MU (NASDAQ) : MU (NASDAQ) Sector : Semiconductors — Memory : Semiconductors — Memory Market cap : ~$1 trillion (recently crossed) : ~$1 trillion (recently crossed...

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Cisco Systems (NasdaqGS:CSCO) has joined Automation Anywhere, NVIDIA, Okta, and OpenAI to launch EnterpriseClaw, a next generation AI automation platform. The platform introduces centrally managed, claw style AI agents that operate across enterprise systems, spanning cloud, desktop, and on premises environments. Cisco is contributing its Cisco AI Defense technology to provide security and oversight for these autonomous agents within enterprise workflows. This move puts Cisco directly into the conversation around enterprise AI automation, not just networking gear and software. As companies look to connect AI tools across fragmented cloud and on premises systems, EnterpriseClaw is presented as a way to coordinate those efforts while keeping security controls in one place. For readers following NasdaqGS:CSCO mainly for core networking exposure, this collaboration sits closer to AI driven workflows and security. The partnership also links Cisco with a group of prominent AI and automation providers, which may influence how customers think about integrating AI agents into day to day operations. Enterprise buyers paying attention to security, identity, and infrastructure could view this as one of several options for wiring AI into existing stacks while working to manage risk and compliance requirements. Stay updated on the most important news stories for Cisco Systems by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Cisco Systems. NasdaqGS:CSCO Earnings & Revenue Growth as at May 2026 We've flagged 0 risks for Cisco Systems. See which could impact your investment. Quick Assessment ⚖️ Price vs Analyst Target : At US$119.67, Cisco trades about 4.6% below the US$125.41 analyst price target. ❌ Simply Wall St Valuation : Shares are trading 27.7% above the estimated fair value, flagging an overvalued s...

格隆汇5月28日｜A股三大指数今日低开高走，截至收盘，沪指涨0.12%报4098点，深证成指涨0.8%，创业板指涨1.96%，北证50指数涨2.55%。全市场成交额2.99万亿元，较前一交易日缩量2726亿元，超3000股上涨。 盘面上，MLCC板块走高，风华高科、博杰股份等多股涨停；CPO概念午后拉升，联特科技等多股涨停，中际旭创涨超7%创创新高；PCB板块走高，本川智能等多股涨停；培育钻石板块走强，四方达20CM涨停；玻璃玻纤板块活跃，中国巨石涨停；小金属、6G概念及光纤概念等涨幅居前。另外，白酒股下挫，金种子酒跌8%；贵金属板块走低，赤峰黄金跌近5%；超市、百货股走弱，东百集团跌逾9%；证券、钾肥及院线概念等跌幅居前。(格隆汇)

美国执法官员透露，特朗普政府已私下指示迈阿密联邦检察官，不再继续推进针对委内瑞拉代总统德尔西·罗德里格斯的刑事调查。消息人士表示，暂停对罗德里格斯的调查是为了避免影响特朗普政府稳定委内瑞拉局势的努力，争取该国对美开放投资。消息称，尚不清楚检察官是否认为罗德里格斯犯有任何罪行，也不清楚调查人员是否正在准备对其提出起诉。美国司法部一名发言人表示，“根本不存在需要叫停的针对（罗德里格斯）的调查”。（央视新闻）

Kateryna Muzhevska/iStock via Getty Images Retail sales in Spain increased 0.80 percent in April of 2026 over the same month in the previous year. Retail sales in Spain decreased 1.50 percent in April of 2026 over the previous month. ETFs: (NYSEARCA: EWP ), (NASDAQ: EUFN ) More on Spain, EUFN: European Financials Remain Attractively Valued Ahead Of Potential Rate Hikes EWP: Expect A Slow Tourism Season Amid Surging Fuel Costs And Weak Consumer Sentiments EWP: Spain Steadies Itself After A March Correction, Low-Teens P/E ECB pushes banks to speed cyber defenses as AI threats escalate German factory activity weakens in May as services improve

TSMC workers, who have no union, directly cited Samsung Electronics as they voiced complaints, prompting management to act early to prevent talent outflows 사진 확대 [Yonhap News Agency] Taiwan Semiconductor Manufacturing Company Limited (TSMC), the world’s largest contract chipmaker, has decided to raise employee performance bonuses by an average of more than 30% this year from a year earlier. Even as the company continues to post record-breaking results on the back of the AI semiconductor boom, executives moved quickly to calm growing internal anger over how profits are being shared. Analysts say the decisive trigger was the example set by the Samsung Electronics labor union in South Korea, which recently secured a large bonus agreement. According to major foreign media outlets, including The Wall Street Journal (WSJ), on the 27th local time, TSMC Chairman and CEO C.C. Wei urgently convened an internal town hall meeting and officially announced, "This year’s employee profit-sharing bonus will increase by more than 30% from last year." Wei is said to have abruptly canceled a previously scheduled overseas business trip in order to attend the meeting. The move was seen as a sign of management’s urgency to prevent worsening sentiment inside the company. 사진 확대 TSMC Chairman and CEO C.C. Wei [Yonhap News Agency] The emergency meeting came shortly after concerns spread rapidly across online communities that TSMC was planning to cut bonuses. In particular, TSMC employees, who do not have a labor union, used online platforms as a channel to voice dissatisfaction with the bonus and compensation system. During that process, workers directly cited the Samsung Electronics labor union in South Korea, which recently won a large bonus package from management after mounting strike pressure, and sharply pressed the company. Experts view TSMC’s move as a preemptive step to prevent the loss of key talent amid the global race for AI dominance. The semiconductor industry is now locked in a...

Joumanna Bercetche, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." (Source: Bloomberg)

欧洲主要股指开盘集体下跌 2026-05-28 15:01:57 来源： 同花顺7x24快讯 分享 文章提及标的 德国法兰克福DAX指数 -- 伦敦金融时报100指数 -- 法国巴黎CAC40指数 -- 富时100 --

【收评：创业板指探底回升涨近2% PCB、CPO概念集体走强】财联社5月28日电，市场探底回升，三大指数集体收红，创业板指涨近2%，此前一度跌超1%。沪深两市成交额2.97万亿，较上一个交易日缩量2704亿。盘面上，市场热点快速轮动，全市场超3000只个股上涨，超百股涨停。从板块来看，CPO概念午后拉升，安孚科技反包涨停，“易中天”光模块三巨头均创历史新高。PCB概念日内回升，宝鼎科技9天6板，创历史新高，宏和科技5天3板。电力板块走强，华电能源4连板，粤电力A二连板，惠天热电、甘肃能源涨停。芯片产业链震荡拉升，国风新材、怡达股份、康达新材涨停，华虹公司大涨超15%，续创历史新高。培育钻石概念爆发，惠丰钻石、四方达、黄河旋风涨停。下跌方面，白酒概念集体调整，金种子酒、金徽酒、皇台酒业震荡下挫。截至收盘，沪指涨0.12%，深成指涨0.8%，创业板指涨1.96%。