格隆汇5月28日｜国盛证券研报指出，比音勒芬布局高端运动户外赛道，规模成长，利润释放。此前公司坚持投入品牌升级与渠道建设，短期费用增加拖累2024、2025年利润表现。2026年以来公司经营情况向上改善，品牌及产品力沉淀有成效、广宣费用优化控制、渠道效率预计提升，收入端提速增长+盈利端修复预期带动股价震荡上行。2026年2月、3月公司先后发布总经理、首席战略官增持计划，分别计划增持1~2亿/0.5~1亿，彰显管理层对长期业绩增长信心。公司主品牌卡位运动时尚优质赛道，其他品牌为长期发展上拓天花板，业绩有望持续释放，估值具备提升空间，目前股价对应2026年PE为16.6倍/对应2027年PE为14.4倍，维持“买入”评级。

VRI 互動股市圖表 | 股市 Yahoo 財經

NN260626P00020000 互動股市圖表 | NN Jun 2026 20.000 put 股市 Yahoo 財經

Bears like Prof G Markets co-host Ed Elson called the IPO filing “a trainwreck,” while ARK Invest’s Daniel Maguire defended the long-term Starship and launch-cost thesis. Shares of Tesla, Inc. (TSLA) stock slipped 2% in overnight trading heading into Thursday as investors weighed heavy SpaceX merger speculation against growing criticism of the company’s “crazy” valuation math and AI ambitions. TSLA stock jumped 2% on Wednesday, with shares on pace to record their second straight week in the green and their best month since September. SpaceX’s $28.5 Trillion AI Pitch Draws Fire Much of the controversy centered around SpaceX’s newly disclosed estimate that its total addressable market could hit $28.5 trillion, including a staggering $26.5 trillion from AI infrastructure, enterprise AI applications, subscriptions and advertising. Tech analyst Ben Thompson of Stratechery on Wednesday ridiculed the figures, calling the IPO filing “absurd” and mocking one of the filing’s “silly” charts. “In all seriousness, the numbers are obviously absurd, but then again, everything about this IPO is absurd,” Thompson said. The analyst said the valuation appeared disconnected from SpaceX’s current financials, noting that the company generated $18.67 billion in revenue last year, while posting nearly $4.9 billion in losses. Thompson also pointed to slowing revenue growth and escalating AI spending, partly from xAI integration costs. Analyst Says Musk Is Selling A Dream, Not Just A Stock Despite the skepticism, Thompson stopped short of dismissing Musk’s broader vision entirely. Instead, the analyst said that Musk’s greatest strength may lie in his ability to turn seemingly unrealistic narratives into commercially viable industries through investor belief and capital formation. Thompson compared the phenomenon to earlier periods in Tesla’s history, when repeated stock offerings failed to weaken investor enthusiasm, as shareholders viewed Tesla as part of a broader tech movement rather than...

Early SpaceX investor Peter Diamandis reignited merger speculation by saying a Tesla-SpaceX merger is “not a matter of if but only a matter of when.” Tesla, SpaceX and X CEO Elon Musk arrives to the inauguration of U.S. President-elect Donald Trump in the Rotunda of the U.S. Capitol on January 20, 2025 in Washington, DC. (Photo by Chip Somodevilla/Getty Images) Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Stratechery analyst Ben Thompson called SpaceX’s $28.5 trillion TAM projection “absurd,” questioning the company’s AI-heavy valuation assumptions and rising losses. Bears like Prof G Markets co-host Ed Elson called the IPO filing “a trainwreck,” while ARK Invest’s Daniel Maguire defended the long-term Starship and launch-cost thesis. SpaceX IPO excitement continues fueling rallies across space stocks like ASTS, RKLB and SIDU. Shares of Tesla, Inc. (TSLA) stock slipped 2% in overnight trading heading into Thursday as investors weighed heavy SpaceX merger speculation against growing criticism of the company’s “crazy” valuation math and AI ambitions. TSLA stock jumped 2% on Wednesday, with shares on pace to record their second straight week in the green and their best month since September. Read Next Loading... Loading... SpaceX’s $28.5 Trillion AI Pitch Draws Fire Much of the controversy centered around SpaceX’s newly disclosed estimate that its total addressable market could hit $28.5 trillion, including a staggering $26.5 trillion from AI infrastructure, enterprise AI applications, subscriptions and advertising. Tech analyst Ben Thompson of Stratechery on Wednesday ridiculed the figures, calling the IPO filing “absurd” and mocking one of the filing’s “silly” charts. “In all seriousness, the numbers are obviously absurd, but then again, everything about this IPO is absurd,” Thompson said. The analyst said the valuation appeared disconnec...

Stratechery analyst Ben Thompson called SpaceX’s $28.5 trillion TAM projection “absurd,” questioning the company’s AI-heavy valuation assumptions and rising losses. Bears like Prof G Markets co-host Ed Elson called the IPO filing “a trainwreck,” while ARK Invest’s Daniel Maguire defended the long-term Starship and launch-cost thesis. SpaceX IPO excitement continues fueling rallies across space stocks like ASTS, RKLB and SIDU. Shares of Tesla, Inc. (TSLA) stock slipped 2% in overnight trading heading into Thursday as investors weighed heavy SpaceX merger speculation against growing criticism of the company’s “crazy” valuation math and AI ambitions. TSLA stock jumped 2% on Wednesday, with shares on pace to record their second straight week in the green and their best month since September. See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox SpaceX’s $28.5 Trillion AI Pitch Draws Fire Much of the controversy centered around SpaceX’s newly disclosed estimate that its total addressable market could hit $28.5 trillion, including a staggering $26.5 trillion from AI infrastructure, enterprise AI applications, subscriptions and advertising. Tech analyst Ben Thompson of Stratechery on Wednesday ridiculed the figures, calling the IPO filing “absurd” and mocking one of the filing’s “silly” charts. “In all seriousness, the numbers are obviously absurd, but then again, everything about this IPO is absurd,” Thompson said. The analyst said the valuation appeared disconnected from SpaceX’s current financials, noting that the company generated $18.67 billion in revenue last year, while posting nearly $4.9 billion in losses. Thompson also pointed to slowing revenue growth and escalating AI spending, partly from xAI integration costs. Analyst Says Musk Is Selling A Dream, Not Just A Stock Despite the skepticism, Thompson stopped short of dismissing Musk’s broader vision entirely. Instead, the analyst said tha...

ROKU260522C00080000 互動股市圖表 | ROKU May 2026 80.000 call 股市 Yahoo 財經

中芯國際(00981)出現大手賣出6.9萬股，成交價$88.4，涉資609.96萬 AASTOCKS.com

SNDK260522P00677500 互動股市圖表 | SNDK May 2026 677.500 put 股市 Yahoo 財經

騰訊控股(00700)出現大手買入2.33萬股，成交價$423.6，涉資986.988萬 AASTOCKS.com

Micron Technology Inc. (NASDAQ: MU), Ford Motor Co. (NYSE: F), and Rocket Lab USA Inc. (NASDAQ: RKLB) each surged to fresh 52-week highs on Wednesday amid a wave of company-specific catalysts. Micron jumped more than 3% after Barclays raised its price target on the chipmaker, while Ford climbed more than 3% following the launch of a new energy-storage subsidiary. Rocket Lab closed up nearly 5% after its proposed missile defense solution cleared a significant program milestone with the Space Development Agency. Micron shares hit an intraday 52-week high of $956.16 after Barclays hiked its price target to $1,175 from $675, implying roughly 28% upside from the prior close. Barclays maintained an “Overweight” rating on the stock and said it sees memory and storage as the “most attractive vertical below accelerators” in the semiconductor group. The bank added that it expects continued upside in pricing, with the supply-and-demand imbalance expected to persist through 2027. The price target increase followed Micron hitting $1 trillion in market capitalization on Tuesday, driven by a 19% surge in share prices, positioning the company for its best month in more than four decades. MU shares have rallied 863.28% over the last 12 months amid surging demand for artificial intelligence and a sustained rally across semiconductor companies. Ford shares jumped to a 52-week high of $16.06 on Wednesday, closing in the green for six consecutive days, after The New York Times reported the automaker received preliminary approval from the Federal Deposit Insurance Corporation for an industrial bank charter. The charter is expected to give Ford greater direct control over funding and management of its financial subsidiaries, which already provide auto loans and leases to customers, while also lowering costs. Ford is among Detroit’s “Big Three” automakers that have reportedly received approval to become banks under the Trump administration. The company also launched Ford Energy, a new subs...

Broadcom Inc. is back in the spotlight as investors look toward the upcoming June 3 earnings report after strong AI-driven growth in recent quarters and a solid track record of beating expectations. Broadcom Inc. stock is drawing fresh attention from investors as the semiconductor and infrastructure software group approaches its next earnings report, scheduled for June 3, with the options market implying a potential share price move of around 7.5% around the event, according to an analysis of past reactions and current pricing by Investing.com as of 05/23/2026 (Investing.com as of 05/23/2026). In recent quarters Broadcom has reported strong top-line growth supported by surging demand for its custom application-specific integrated circuits (ASICs) and networking solutions for artificial intelligence data centers, with one recent summary of its fiscal first quarter 2026 results citing revenue growth of about 29% year over year to roughly 19.3 billion US?dollars and record adjusted EBITDA of approximately 13.1 billion US?dollars (Barchart as of 05/16/2026). As of: 28.05.2026 By the editorial team – specialized in equity coverage. At a glance Name: Broadcom Broadcom Sector/industry: Semiconductors and infrastructure software Semiconductors and infrastructure software Headquarters/country: San Jose, United States San Jose, United States Core markets: Data center, networking, broadband, wireless, enterprise and cloud software Data center, networking, broadband, wireless, enterprise and cloud software Key revenue drivers: Custom AI accelerators, networking chips, wireless connectivity solutions, mainframe and enterprise software Custom AI accelerators, networking chips, wireless connectivity solutions, mainframe and enterprise software Home exchange/listing venue: Nasdaq (ticker: AVGO) Nasdaq (ticker: AVGO) Trading currency: US?dollar (USD) Broadcom Inc.: core business model Broadcom Inc. operates a diversified business that combines a large semiconductor portfolio with a ...

阿里Qoder上线全托管AI Agent运行平台Cloud Agents，可提供Agent底座、模型服务及运行环境等全栈Agent能力，企业可通过API的方式直接调用，Agent上线时间从1个月缩短至1天。（科创板日报）

SHOP260605C00129000 互動股市圖表 | SHOP Jun 2026 129.000 call 股市 Yahoo 財經

IE00B59TMM89.IR 互動股市圖表 | First Active Kl.III (LAMP) 股市 Yahoo 財經

PM Images/DigitalVision via Getty Images It has been quite a long time since our last update on the betting segment. In 2020, during the COVID-19 crisis, we took advantage of GLPI's valuation discount , and we initiated a position in the regional casino REIT market. With the same spirit and in line with our fundamentals-based approach, we decided today to analyze Flutter Entertainment ( FLUT ). The company is the world's largest online sports betting and iGaming player, with market-leading brands (Fig. 1) such as FanDuel (US), The Stars Group (UK, Australia, Europe), Sisal and Snai (Italy), and NSX (Brazil). Flutter brands Fig 1 The company reported its quarterly sales in early May 2026. Q1 top-line sales reached $4.3 billion, with an increase of 17% year-over-year (Fig. 2). On operating metrics, Flutter Entertainment's average monthly players reached 14.4 million. This represents a 3% decline compared to Q1 2025. Back to the sales evolution, the company supported its operations through favorable sports results, continued expansion in iGaming (+28% vs. Q1 2025), and contributions from acquisitions, including Snai and Betnacional. Given our investment in Playtech at the time, we began monitoring Flutter Entertainment. Going down to the P&L report, Flutter Entertainment showed mixed performance. The company's adjusted EBITDA reached $706 million, up 2% year-over-year. However, after accounting for corporate costs, the group's adjusted EBITDA reached $631 million. By region, the US EBITDA segment was at $119 million, down 26%, while the International EBITDA reached $587 million. The latest acquisitions well supported this. Given elevated investment and higher corporate overhead costs, net income declined to $209 million. Flutter Q1 Financials in a Snap Fig 2 Why are we positive? On a YTD basis, the company's shares declined by more than 55%. Flutter Entertainment's net debt is at $10.5 billion, and with a $16.5 billion market cap at the time of writing, the implied ent...

中芯國際(00981)出現大手賣出6.3萬股，成交價$87.85，涉資553.455萬 AASTOCKS.com

美国总统特朗普27日在白宫举行的内阁会议上调侃国防部长赫格塞思“热爱战争”，并称不喜欢其好战风格。特朗普说：“我们这边人才济济。国防部长赫格塞思特别典型，他热爱战争。我并不认同这点。”他又称，赫格塞思“人不错”。（新华社）

Lemon_tm/iStock via Getty Images By Kelvin Wong Gold ( XAUUSD:CUR ) has indeed remained lackluster in May and failed to break above its 50-day moving average after a retest of it on May 12, 2026. Thereafter, the precious yellow metal staged a bearish reaction after a retest on the 50-day moving average for the second time on May 12, 2026 (the first time was on April 17, 2026). It printed an intraday high of $4,774/oz on May 12, 2026 and tumbled by 10% to hit a two-month low of $4,368/oz at this time of writing. Intermarket and technical factors are suggesting further potential weakness ahead for gold. Let’s unpack them. Major bullish breakout in the US 10-year Treasury real yield Fig. 1: Medium-term intermarket analysis of 10-year US Treasury yield with gold as of May 28, 2026 (Source: TradingView) The 10-year US Treasury real yield (nominal yield minus the 10-year breakeven rate derived from the 10-year Treasury inflation-protected security) has remained resilient on the upside after it managed to find support at its key 200-day moving average (1.85%) since April 15, 2026. Thereafter, it rallied by 37 basis points to hit almost a one-year high of 2.26% on May 20, 2026 and staged a prior major bullish breakout from a former key descending channel resistance earlier on May 15, 2026 (see Fig. 1). These observations suggest that the 10-year US Treasury real yield is likely undergoing a potential major uptrend phase (multi-month), with the next medium-term resistance coming in at 2.38% next in the first step. Gold has a significant indirect correlation with the longer-term US Treasury yields, as the precious yellow metal is a non-interest income-bearing asset. Hence, further upside in the 10-year US Treasury real yield translates into a further potential feedback loop into gold. Let’s focus now on the short-term trajectory (1-3 days) of gold (XAU/USD). Gold - Start of a new minor bearish impulsive down move within medium-term downtrend Fig. 2: Gold (XAU/USD) medium-term...

RKLB260626P00090000 互動股市圖表 | RKLB Jun 2026 90.000 put 股市 Yahoo 財經

财联社5月28日讯，达摩院今日官微消息，5月28日， 阿里巴巴达摩院 “敏迭”求解器（MindOpt）正式发布GPU版本， 充分利用GPU并行加速特性，引入新算法突破“长尾效应”难题。针对约2000个通用算例的测试显示，敏迭可将99%以上的问题类型稳定求解至高精度， 更能支持传统上“不可解”的亿级变量线性规划问题。 求解器被誉为“工业软件之芯”，负责电力调度、航班编排、高端制造、金融管理等关键领域的复杂计算。 传统线性规划求解器基于CPU设计，依赖复杂的矩阵分解计算，随着问题规模膨胀，内存需求会爆炸式增长，加上传统求解算法的并行度有限，导致数小时都无法收敛问题，甚至直接崩溃。 近年来，行业积极探索GPU求解器，将求解的核心运算从矩阵分解转化成稀疏矩阵-向量乘法，充分利用GPU的高并发高带宽特性，也避免了内存膨胀问题。然而，这种方式普遍存在收敛“长尾效应”，即求解到后期，精度提升极为缓慢，甚至无法达到最终的精度要求，严重制约了GPU求解器的实用性。 为此，达摩院研发出敏迭求解器GPU版， 引入先进的算法加速策略并深度优化GPU内核计算，将数学规划技巧与GPU工程优势结合， 有效缓解了上述“长尾效应”，打通了GPU求解器从“能算”到“算准”的关键一步，在超大规模问题上能稳定收敛到业务所需的精度。 团队在近2000多个通用线性规划算例上详细测试了敏迭求解器GPU版。该测试集涵盖多种问题类型和精度要求，其中部分组合对GPU算法而言特别具有挑战性。 结果显示，敏迭求解器的覆盖广度和求解性能达到行业领先水平。 在高精度要求下，敏迭求解器GPU版能稳定求解的问题类型占比超过99%，领先于业内主流GPU求解器在同一测试集上96.7%至98.3%的表现。尤其在求解大规模问题时，敏迭求解器的成功率相比业内主流产品提升14%以上，速度平均提升2.67倍。面对传统上不可解的亿级变量超大规模问题，敏迭求解器GPU版可以稳定求解超过80%的常见问题类型，填补了关键空白。 该产品能力在互联网、金融、物流、电力、集成电路等行业场景具有突出的应用价值。 某大型数字广告平台需要对数亿用户进行流量分配，每次涉及约3.3亿个变量和1600万个约束条件，要求在2小时内完成。多数商用求解器在运行48小时后仍无法给出可行解，甚至直接崩溃，敏迭求解器GPU版仅用1700秒就解到可靠精度。 达摩院决策智能实验室负责...

AMD260626C00500000 互動股市圖表 | AMD Jun 2026 500.000 call 股市 Yahoo 財經

Meta Platforms计划向大型合作企业派驻工程师与产品经理，为此该社交媒体巨头专门成立全新部门，旨在推动各类企业采用其人工智能工具与服务。 高管娜奥米・格莱特在一份内部备忘录中表示，这个名为企业解决方案部的新团队由三类人员组成：负责对接客户的产品经理、为Meta人工智能系统整理客户数据的数据工程师，以及将Meta工具直接嵌入企业现有运营系统的软件工程师。此前， 谷歌 等企业也已推出类似举措，派遣常被称作前置驻场工程师的技术顾问，为商业客户定制人工智能方案。 这份备忘录经科技媒体查阅，格莱特在文中写道：“行业内已有不少企业通过派驻这类专业人员，助力旗下人工智能、高级数据工具等产品快速普及，并取得了显著成效。” 这份备忘录于上周内部传阅，其中并未说明该企业团队具体将推广哪些产品与服务。Meta Platforms的主营业务目前仍是依托旗下多款应用的海量用户投放广告。不过近期，首席执行官马克・扎克伯格及其他高管频频表态，计划拓展业务版图，向投资者证明公司在人工智能基础设施上的巨额投入具备价值。 为进一步将人工智能领域的大额投入转化为收益，元平台于本周三宣布，正在脸书、照片墙和瓦次普中，为旗下 AI 聊天机器人测试全新付费订阅服务。 十多年来，Meta一直在尝试打造企业级产品，但成果寥寥。2016 年，它推出主打办公场景的脸书工作平台，对标 微软 团队协作软件，该产品已于两年前宣布关停。此外，Meta也为企业提供借助即时通讯工具信使、瓦次普触达客户的服务，但这块业务体量始终偏小。去年，Meta 98% 的营收均来自广告业务。 Meta一名发言人表示，企业解决方案部门的核心工作，是协助企业客户顺利对接使用旗下 AI 工具，同时逐步梳理出可复用的执行方案与配套工具，让相关服务实现规模化落地。 该团队的运作模式，也顺应了科技行业的一大趋势：各大科技企业纷纷组建驻场工程师团队，深入对接客户，协助其将人工智能技术融入日常工作流程。谷歌云业务负责人托马斯・库里安本月早些时候称，谷歌也将新设驻场工程师团队。近几个月来，开放人工智能、安索皮克、英伟达等企业也都陆续推出了同类举措。 责任编辑：江学思

5月26日，商务部部长王文涛在京会见陪同巴基斯坦总理夏巴兹来华访问的巴商务部部长卡马尔。双方就深化中巴经贸关系等议题交换意见。王文涛表示，夏巴兹总理此次访华适逢中巴建交75周年，两国领导人达成一系列重要共识，为双边经贸关系发展作出了战略指引。中方愿与巴方一道，落实好两国领导人重要共识，推动双边经贸关系不断迈上新台阶，为构建新时代更加紧密的中巴命运共同体贡献力量。卡马尔表示，巴中是“铁杆”朋友，巴方愿与中方加强沟通，进一步深化贸易、投资、发展援助等传统领域合作，积极开拓绿色、科技等新兴领域发展机遇。(商务部)

企查查APP显示，近日，上海泰维航航空科技有限公司成立，经营范围包含：通用零部件制造；机械零件、零部件加工；机械零件、零部件销售；民用航空材料销售等。企查查股权穿透显示，该公司由晋拓股份等共同持股。（人民财讯）

5月28日，在长江证券2026年中期策略会上，长江证券党委副书记、总裁刘元瑞分享了他对金融行业本质的深度思考：“金融和所有行业一样，本质上都是长期主义。”刘元瑞从三个维度阐释了这一判断：银行经营的是信用，信用的建立需要十年如一日的稳健；资管经营的是信任，信任的积累来自长期穿越周期的表现；投研经营的是判断，声誉的铸就来自一个又一个扎实研究的沉淀。他直言，“没有哪家伟大的金融机构，是靠追逐热点成就的。”“真正有价值的东西，值得用时间去浇灌。”刘元瑞引用巴菲特的话“想想你希望自己的讣告写什么，然后去过配得上它的生活”，指出长期主义不只是投资方法，更是一种人生选择。（人民财讯）