Funtap Rising Treasury yields are once again commanding Wall Street’s attention, as investors weigh whether higher borrowing costs could pressure equities in the months ahead. Analysts at RBC Capital Markets say the recent climb in rates has increased the likelihood of a short-term pullback in U.S. stocks, though they do not believe it fundamentally derails the market’s longer-term outlook. The focus has centered on the benchmark U.S. 10-Year Treasury yield ( US10Y ), which has largely traded between 3.3% and 5% since late 2022. According to RBC strategists, previous spikes in yields during 2023 and early 2024 coincided with S&P 500 declines ranging from roughly 5% to just over 10%. However, they note that equities have also shown resilience during periods of elevated rates, particularly when supported by strong earnings growth and investor optimism. RBC’s baseline forecast still calls for moderate gains in the S&P 500 over the next 12 months, supported by earnings momentum tied to artificial intelligence and broader corporate resilience. Still, the firm warned that a sustained rise in inflation, additional Federal Reserve rate hikes, and Treasury yields climbing toward 5.5% could create a more difficult backdrop for stocks and increase downside risks across financial markets. Fixed Income ETFs: ( TLT ), ( TLH ), ( IEF ), ( IEI ), ( SHY ), ( SGOV ), ( SCHO ), ( BIL ), ( AGG ), ( BND ), ( VCIT ), ( MUB ), ( MBB ), ( JNK ), ( LQD ), ( HYG ), ( VTIP ), ( TIP ), ( SCHP ), ( STIP ), ( TIPX ), ( SPIP ), ( WIP ), ( GTIP ), ( LQDI ), and ( RINF ). More on markets U.S.-Iran peace deal odds climb above 50% by July according to prediction markets The US-Iran War: Deal Unlikely, Brace For Inflationary Shock Kevin Warsh Is Walking Into A Bond Market Trap No, The Market Is Not Getting Cheaper Corrections Vs. Bear Markets: Why 20% Declines Are Obsolete

美国5月达拉斯联储制造业装船指数 7.4，前值15 2026-05-26 22:32:52 来源： 同花顺7x24快讯 分享 美国5月达拉斯联储制造业装船指数7.4，前值15。

格隆汇5月26日｜美国5月达拉斯联储商业活动指数为0.4，前值-2.3。

格隆汇5月26日｜中信建投财富管理发文称，在全球化资产配置的大趋势下，越来越多的投资者将目光投向海外标的。对于国内投资者来说，参与港美股市场的有哪些途径呢？ 途径一：QDII基金。投资QDII基金不需要投资者自己开立境外账户，也不需要占用个人外汇额度，投资者只需要支付人民币，基金管理人会将投资者的人民币换成美元然后进行外海投资。随着投资者进行全球资产配置的需求持续走强，QDII基金迎来了快速的发展，最新管理资产规模已经超过10000亿元。 途径二：港股通（包括沪港通和深港通）。港股通允许符合条件的内地投资者直接通过A股券商账户买卖规定范围内的港股标的，全程以人民币结算。其最大优势是"通道顺畅"——不占用外汇额度，不存在限购问题；同时交易效率较高，资金到账速度快于QDII基金。 途径三：粤港澳大湾区跨境理财通。粤港澳大湾区内地和港澳投资者通过区内金融机构体系建立的闭环式资金管道，跨境投资对方金融机构销售的合资格投资产品。简单来说，就是粤港澳大湾区居民可以通过银行、证券公司跨境购买理财产品。 途径四：互认基金。基金互认是中国证监会和香港证监会在2015年推出，以深化内地与香港金融合作，促进内地与香港资本市场共同发展。简单来说，互认基金就是把香港的基金拿到内地来销售，让内地投资者可以方便的买到在香港发行的基金产品，这些基金以香港及亚太地区的股票、债券等为主要投向，是投资者配置海内外资产的重要途径之一。

日本电信巨头NTT Docomo近日完成了东京两处核心地块的出售，总交易金额约为590亿日元（约合3.71亿美元），这是日本房地产市场上最新的一笔大宗交易。 据知情人士透露，此次出售的两处资产分别是位于新宿区的NTT Docomo新四谷大楼和千代田区的NTT Docomo商业一桥大楼的土地部分。土地登记记录显示，新四谷大楼的土地以约90亿日元的价格出售给了日本邮政旗下的日本邮政不动产公司；而一桥大楼的土地则以约500亿日元的价格出售给了 住友商事 。值得注意的是，NTT Docomo仍将保留这两栋大楼的建筑物所有权。 对于此次资产处置，NTT Docomo的一位发言人向彭博社表示，此举并非单纯的资金筹措，而是旨在“最大化持有资产的使用效率”，其结果自然带来了资金流入。这并非NTT Docomo首次出售不动产。有报道指出，早在2025年12月，该公司就被曝出正在考虑出售其在首都圈拥有的四栋办公楼的土地，总金额可能超过1000亿日元，其中包括位于涩谷的地标性建筑“NTT Docomo代代木大楼”的土地。不过，根据最新的登记记录，代代木大楼的土地目前尚未出售。 此次出售正值日本不动产市场持续火热之际。数据显示，2026年1月至3月，日本国内不动产投资额突破2万亿日元，创下2005年有统计以来的同期历史新高。其中，东京商业办公楼的空置率持续走低，租金已连续27个月上涨。业内人士分析，在低利率环境和日元贬值的双重作用下，机构投资者对日本核心地段资产的配置需求依然强劲。NTT Docomo正利用这一有利的市场窗口，优化其庞大的资产组合，而公司正面临着消费通信业务因投资和促销成本高企而连续四年利润下滑的经营压力。 责任编辑：张俊 SF065

The jury in Jeffrey Donaldson’s trial for alleged sex offences has been sworn in, launching one of the most high-profile trials in recent Northern Irish history. The former MP and Democratic Unionist party leader entered Newry crown court on Tuesday amid a heavy police and media presence for a trial that is expected to last about four weeks. Donaldson, 63, is accused of rape, gross indecency and other sexual offences spanning 21 years. His wife, Eleanor Donaldson, 60, is charged with aiding and abetting rape and indecent assault and will face a trial of facts. They deny the charges. Wearing a blue suit with white shirt and green tie, Donaldson sat in the dock with his arms crossed and was flanked by two court staff. Asked by the trial judge, Paul Ramsey, if he was ready, Donaldson replied “yes”. The judge told potential jurors that Donaldson was well known in public life and was entitled to the same fair trial as anyone else. After being sworn in, the jury was told the prosecution would begin its opening address on Wednesday. Donaldson is charged with 18 offences involving two alleged victims. The rape charge alleges he had unlawful sexual intercourse with the alleged victim without her consent on a date unknown between 1985 and 1991. Nine allegations of indecent assault span 1985 to 2006. He is also charged with committing an act of gross indecency towards a child between 2005 and 2006. His wife faces five charges relating to aiding and abetting his alleged offending. Eleanor Donaldson was last week judged unfit to stand trial on mental health grounds and will instead face a trial of facts, which tests the evidence but cannot result in a criminal conviction. Lawyers will represent her but she will play no part in the proceedings. The two sets of proceedings will unfold simultaneously, with different legal teams representing the husband and wife. Donaldson, a former MP for Lagan Valley in County Down, was a dominant figure in unionism and a key player at Westminster...

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INOD 10-Q及美國證券交易委員會申報文件 Yahoo 財經

美国5月达拉斯联储商业活动指数 0.4，前值 -2.3 2026-05-26 22:31:52 来源： 同花顺7x24快讯 分享 美国5月达拉斯联储商业活动指数0.4，前值-2.3。

Sean Gallup/Getty Images News Aluminum futures on the London Metal Exchange jumped to a four-year high Tuesday as fears of output cuts in top global producer China added to continuing disruptions in the Middle East. Traders are said to be concerned that Chinese smelters will be asked to reduce production alongside a nationwide inspection of energy use and emissions from key industries. China's aluminum smelters have been running above capacity to capitalize on a global shortage caused by the Middle East war, lifting China's daily aluminum output to a record 129K tons last month, according to official data. A smelter in Baise, Guangxi province, has already cut production of molten aluminum, according to researcher Mysteel, without providing estimates of volumes affected. Aluminum production from the Persian Gulf plunged to its lowest level in more than a decade in April, according to the International Aluminium Institute . The Persian Gulf accounts for ~20% of non-Chinese production and is a core supplier to buyers in Japan , South Korea , the European Union, and the U.S. Two Persian Gulf aluminum smelters have been damaged in missile strikes during the Middle East war: Emirates Global Aluminium 's Al Taweelah plant reportedly will take a year to repair, and at least one other producer - Qatalum - has reduced capacity. LME a luminum ( LMAHDS03:COM ) recently traded up 1.3% to $3,697/ton, the highest since March 2022. Alcoa ( AA ) up 3.3% in early trading Tuesday; other potentially relevant stocks include Century Aluminum ( CENX ), Kaiser Aluminum ( KALU ), Constellium ( CSTM ), Rio Tinto ( RIO ). More on Alcoa Alcoa Presents at Bank of America Global Metals, Mining & Steel Conference 2026 - Slideshow Alcoa Can See Tailwinds Driven By Geopolitical Risk Alcoa Q1 2026 Earnings Call Presentation

Micron stock surges as UBS triples price target on AI demand qz.com

美光科技涨幅扩大至17% 2026-05-26 22:31:20 来源： 同花顺7x24快讯 分享 美光科技股价上涨17%，报880美元/股，总市值报9923亿美元。

(RTTNews) - Modine Manufacturing Company (MOD) shares jumped 20.88 percent to $315.13, up $54.61 on Tuesday, after the company announced a major long-term agreement tied to the rapidly growing data center market. The stock is currently trading at $315.13 on the New York Stock Exchange, compared with a previous close of $260.67. It opened at $263.00 and traded between $307.05 and $310.16 during the session, with volume reaching 336,453 shares. Modine Manufacturing Company said it entered into a Long-Term Capacity Agreement with a strategic data center customer for its Airedale by Modine cooling solutions. Under the agreement, Modine will guarantee supply capacity for more than $4 billion of Airedale cooling products between 2027 and 2029. Modine shares have traded between $86.48 and $310.16 over the past 52 weeks. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

美国5月达拉斯联储商业活动指数 0.4，前值 -2.3。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

法国 兴业银行 策略师表示，美国国债看起来比美股更具吸引力，收益率走高对股市构成风险。 他们表示，当10年期国债收益率超过4.5%时，股票收益与债券收益率变幅之间将转为强烈负相关。 美国股权风险溢价正接近3%这一关键阈值，历史上该水平往往预示着股市即将出现回调。 他们写道：“美股吸收债券收益率进一步走高的能力似乎有限”。 盈利预期上调不足以抵消股价上涨和债券收益率走高的影响。 策略师指出，2026年大多数市场的股本成本并未下降。股价上涨的推动因素是盈利增长，而非估值倍数走高。 责任编辑：刘明亮

Vertigo3d/E+ via Getty Images TEGNA has appointed former Fox ( FOX ) ( FOXA ) TV executive Patrick Paolini as the company’s new CEO, effective June 1, replacing Mike Steib. Steib stepped down as chief executive of the media company after Nexstar ( NXST ) announced its intention to acquire TEGNA. Paolini is tasked with running daily operations for TENGA while Nexstar ( NXST ) fights an antitrust challenge by eight state attorneys general and DirectTV ( TPG ). TEGNA, now a wholly owned subsidiary of Nexstar Media Group ( NXST ), continues to operate independently pursuant to a “Hold Separate Order” issued in April by the U.S. District Court of California. Despite the ongoing challenge to the merger, Nexstar finalized the acquisition with the expectation the lawsuit will be dismissed. The lawsuit claims the merged company will create the largest local TV operator in the U.S. and enable Nexstar ( NXST ) to "dominate the media landscape." "State attorneys general nationwide understand just how important robust antitrust enforcement is to American life and what a rotten deal this is for consumers, for workers, for affordability, and for our local news," said California Attorney General Rob Bonta. As part of his Hold Separate Order, U.S. District Court Judge Troy Nunley ordered Nexstar ( NXST ) to maintain TEGNA as a separate and distinct, independently managed business unit from its parent and put "measures in place to maintain TEGNA as an ongoing, economically viable, and active competitor.” More on Nexstar Media Nexstar Media Group, Inc. (NXST) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript Nexstar Media Group, Inc. (NXST) Q1 2026 Earnings Call Transcript Nexstar Stuck In Limbo As Judge Halts Tegna Integration Nexstar seeks urgent review of halted Tegna deal, citing millions in losses: report Nexstar targets CW profitability by Q4 2026 while litigation keeps TEGNA operations separate

primeimages As earnings season comes to a close, investors are shifting focus to updated quant ratings based on the latest corporate results. These scores reflect how companies are positioned across key factors including valuation, growth, profitability, momentum, and earnings revisions following their quarterly reports. Below is a snapshot of small-cap materials companies with market capitalizations between $30M and $2B, highlighting those with the highest and lowest quant ratings after the earnings season, underscoring the stocks that strengthened their fundamentals as well as those that lagged. Top-quant rated stocks: Alto Ingredients, Inc. ( ALTO ), Quant Rating: 4.98, Strong Buy. Nexa Resources S.A. ( NEXA ), Quant Rating: 4.93, Strong Buy. Cementos Pacasmayo S.A.A. ( CPAC ), Quant Rating: 4.70, Strong Buy. LSB Industries, Inc. ( LXU ), Quant Rating: 4.37, Buy. Compass Minerals International, Inc. ( CMP ), Quant Rating: 4.15, Buy. Among the lowest SA quant-rated companies: Elemental Royalty Corporation ( ELE ), Quant Rating: 1.58, Sell. Integra Resources Corp. ( ITRG ), Quant Rating: 1.53, Sell. O-I Glass, Inc. ( OI ), Quant Rating: 1.42, Strong Sell. Ramaco Resources, Inc. ( METC ), Quant Rating: 1.40, Strong Sell. ASP Isotopes Inc. ( ASPI ), Quant Rating: 1.16, Strong Sell. More on related tickers, etc. Integra Resources Corp. 2026 Q1 - Results - Earnings Call Presentation ASP Isotopes Inc. (ASPI) Discusses Transition to Commercial Production, Market Expansion, and Critical Materials Platform - Slideshow Nexa Resources: The Overlooked Zinc Giant Is Undervalued ASP Isotopes begins restart of Silicon-28 enrichment plant, sees commercial shipments starting in Q3 Russell 3000 shuffle: MUX, URG slated to join among materials stocks; AVD to exit

伊朗议长结束对卡塔尔的访问回国 2026-05-26 22:30:13 来源： 同花顺7x24快讯 分享 据伊朗伊斯兰共和国广播电视台26日报道，伊朗伊斯兰议会议长卡利巴夫26日结束对卡塔尔的访问后返回伊朗。 报道称，卡利巴夫率团访问卡塔尔，同卡方官员就伊美谈判进程及地区局势进行磋商。(新华社)

A year ago, it looked like Bitcoin (BTC 1.10%) might be unstoppable. It was hitting new records, and there was a crypto-friendly administration in place that was looking to help grow the crypto markets. Everything seemed rosy for the industry. The leading cryptocurrency was doing well, and even by the end of 2025, optimism remained fairly high. While Standard Chartered would end up slashing its target for Bitcoin for the coming year in half, it still expected the leading cryptocurrency to potentially hit $150,000 in 2026. Entering trading on Tuesday, however, Bitcoin was around just $77,000. This year, it has fallen by 12%, and there's been a concerning trend of late, which could suggest the decline may be far from over. Money continues to leave spot Bitcoin ETFs There's been a flood of money leaving exchange-traded funds (ETFs) tracking Bitcoin recently. From May 15 through May 22, there's been a net outflow from spot Bitcoin ETFs totaling more than $1.5 billion. Money has consistently been leaving spot Bitcoin ETFs of late, in what may be a concerning trend of investors pivoting away from Bitcoin and into other investments. This year, Bitcoin hasn't proven to be a safe-haven investment like gold or silver. In times of adversity, it has struggled alongside the overall market. When the S&P 500 fell in the early part of the year, so too did Bitcoin. And with a sluggish performance this year, it hasn't been a popular buy amid more favorable market conditions, either, leaving investors with little incentive to pile money into the cryptocurrency, aside from the hope that its value may skyrocket in the long run. Expand CRYPTO : BTC Bitcoin Today's Change ( -1.10 %) $ -853.83 Current Price $ 76849.00 Key Data Points Market Cap $1.5T Day's Range $ 76452.00 - $ 77881.00 52wk Range $ 60255.56 - $ 126079.89 Volume 31.2B Could Bitcoin recover this year? Bitcoin is a volatile investment, so there's always the possibility that it can take off on a moment's notice due to a promis...

罗尔斯·罗伊斯（Rolls-Royce plc）首席执行官图凡·埃尔金比奇将公司令人瞩目的复苏归功于全体5万名员工的努力。自他2023年初掌舵以来，这家英国航空发动机巨头的股价已累计飙升超过1000%，市值从约80亿英镑跃升至逾1100亿英镑，成为英国市场最引人注目的复苏故事之一。 这位被称为“涡轮图凡”的CEO在采访中表示，公司的转型“不是关于我，而是关于5万名员工”，并强调一个成长中的企业能为员工创造更多机会。埃尔金比奇上任后迅速推行激进的重组计划，包括裁员和剥离表现不佳的资产，他曾在履新之初将公司描述为“燃烧的平台”，以此警示员工必须彻底变革。 在业绩层面，罗尔斯·罗伊斯2025年实现了强劲增长。财报显示，公司全年基本营业利润达42.6亿美元，同比增长40%，自由现金流达到37.6亿英镑。这一增长由三大业务部门共同驱动：民航业务的大型发动机飞行小时数已恢复至2019年水平的115%；动力系统部门因AI数据中心对备用电源的旺盛需求而订单激增；防务部门则受益于全球军费开支的持续扩大。 罗尔斯·罗伊斯还宣布了一项高达90亿英镑的股票回购计划，预计在未来两年内分阶段实施，这进一步提振了市场信心。今年第一季度，三大业务部门继续保持强劲势头，公司重申了全年40亿至42亿英镑的基本营业利润指引。 不过，公司也面临一些争议。埃尔金比奇近期表示，为了重新进入单通道客机发动机市场，需要英国政府提供超过10亿英镑的研发支持，这引发了外界对其“一边巨额回购股票、一边伸手向纳税人要钱”的质疑。尽管如此，分析师普遍认为，在埃尔金比奇的领导下，罗尔斯·罗伊斯已从一家陷入困境的企业转型为富时100指数的核心增长引擎。 责任编辑：张俊 SF065

格隆汇5月26日｜据央视财经，随着我国新能源汽车保有量攀升，动力电池将迎来大规模退役周期。今年4月1日，《新能源汽车废旧动力电池回收和综合利用管理暂行办法》正式实施。过去，小作坊高价截流、私拆倒卖，导致正规回收企业“有资质、无车收”。新规要求“车电一体”报废，实行统一的24位“国标编码”，为每块电池赋予唯一“身份证”。白名单企业反馈回收量正稳步提升。废旧电池既是环境风险的“烫手山芋”，也是蕴藏资源的“城市矿山”。只有将新规落到实处，让每个环节合规运转，才能释放“城市矿山”红利，护航新能源产业行稳致远。

Source: Bloomberg, 0:00

AI music is coming to the biggest app in music whether listeners want it or not.

Quick Read Advanced Micro Devices (AMD) stock rose 5% today, outperforming Intel (INTC) at +2% and NVIDIA (NVDA) at breakeven, as AMD’s diversified AI chip exposure spanning EPYC CPUs, Instinct accelerators, and agentic CPUs captures broad chip-sector enthusiasm. UBS raised Micron Technologies’ (MU) share-price target to $1,625 from $535 citing durable AI-era memory economics, sending sentiment rippling through the semiconductor complex and signaling investor appetite for higher multiples on AI infrastructure beneficiaries like AMD. It sounds nuts, but SoFi is giving new active invest users up to $1,000 in stock for a limited time, and all it takes is a $50 deposit to get started. See for yourself (Sponsor) Shares of Advanced Micro Devices (NASDAQ:AMD) are up 5% in early Tuesday trading, leading a broad lift across the chip complex. Intel (NASDAQ:INTC) is up 2%, while NVIDIA (NASDAQ:NVDA) is essentially flat. The move follows a price target bombshell from UBS on Micron Technology (NASDAQ:MU) this morning. UBS raised its Micron target to $1,625 from $535, citing long-term memory supply agreements and durable AI-era memory economics with EPS above $100 through 2029. That magnitude of rerating is rippling through the semiconductor group. Micron shares are up by more than 10% intraday, and that sentiment is lifting names that compete with or sit adjacent to the memory trade. AMD stock is leading the trio on the day, though the action looks broad-based rather than company-specific. SoFi Active Invest is offering a limited-time promotion. Open an account, fund it with $50 or more, and you could receive up to $1,000 in complimentary stock for Active Invest accounts. See for yourself by clicking here now. Why AMD Leads the Chip Basket Advanced Micro Devices has the most diversified AI chip exposure among the three, spanning EPYC server CPUs, the Instinct accelerator line, and an emerging agentic CPU narrative. That breadth means a sentiment lift across the AI complex tends ...

Guido Mieth/DigitalVision via Getty Images If you ask me, one of the more intriguing companies out there these days is Bausch + Lomb ( BLCO ). This is because the company focuses on a very narrow market. Specifically, I'm talking about the roughly 400 products that it has that are dedicated to helping individuals see better. Management has provided examples of these products, such as contact lenses, surgical systems, vitamin and mineral supplements, lens care products, prescription medications, and more. Even though I find this space to be fascinating, I have taken a more neutral approach to the company as of late. In my last article about it, published in December of last year, I called it a "Hold" as opposed to a "Buy." This was even though the company had been exhibiting top-line growth and management had been bullish about what the future holds. The reason for my more neutral stance stemmed from the fact that profitability remained volatile and there were concerns mounting about the reliability of the future performance of the business. It also didn't help that, much to my chagrin, the stock was not exactly cheap. Instead, it's squarely in the fair value range. Looking today, after seeing the stock drop 6.9% while the S&P 500 popped 9.6%, I will say that things are looking a bit up. But they are not appealing enough to justify anything other than a "Hold" rating. I can’t see… a way to outperformance Author - SEC EDGAR Data Perhaps the best place to start when it comes to Bausch + Lomb would be to analyze the company based on the most recent data that management has offered up. This is data covering the first quarter of the company's 2026 fiscal year. During that time, revenue for the business came in at $1.24 billion. That represents a pretty nice jump of 9.4% compared to the $1.14 billion that the company reported a year earlier. That's not the only improvement that we saw. In fact, across the board, we saw some nice moves up when it came to profitability. Net ...

核心要点 美军称 “今日在伊朗南部实施自卫打击”，目标为疑似布设水雷的船只及导弹发射阵地。 特朗普周一在社交媒体发文，称已推动沙特、卡塔尔、巴基斯坦、土耳其、埃及、约旦加入《亚伯拉罕协议》，令和平谈判更趋复杂。 周二，受美军打击伊朗南部、特朗普对伊美谈判表态矛盾影响，市场情绪紧张， 布伦特原油期货大涨 3% 。 截至美国东部时间早 8：34，国际基准布伦特原油报 99.10 美元 / 桶 ，较周一收盘价上涨 3%。 美国西德克萨斯轻质原油（WTI）因周一阵亡将士纪念日休市，较上周五结算价下跌近 4%，报 92.86 美元 / 桶 。 美军打击消息传出后，WTI 自日内低点反弹。尽管如此，两大原油期货价格均低于上周五结算价 —— 上周末特朗普曾暗示，伊朗或很快同意开放霍尔木兹海峡。 但协议尚未官宣，紧张局势再度升级。美军称周二凌晨在伊朗南部实施 “自卫打击”，目标为疑似布设水雷的船只及导弹发射阵地；美国中央司令部表示，行动旨在 “保护我方部队免受伊朗武装威胁”。 伊朗伊斯兰革命卫队周二宣布，侦测并拦截了入侵领空的美军无人机及 F-35 战机， 誓言报复任何违反停火协议的行为 。 伊朗半官方媒体塔斯尼姆通讯社援引消息人士称，伊美近期谈判 “整体积极”，但签署谅解备忘录的前提是 解冻伊朗 240 亿美元冻结资金 。 特朗普周一在社交媒体发文，进一步搅乱和平进程：他称已推动沙特、卡塔尔、巴基斯坦、土耳其、埃及、约旦加入《亚伯拉罕协议》（旨在实现阿拉伯国家与以色列关系正常化）。 特朗普同时表示，与伊朗谈判 “进展顺利”，但警告若谈判破裂，美国可恢复军事行动：“要么达成对各方都有利的伟大协议，要么免谈。” 瑞士 瑞银 集团周五报告指出，受霍尔木兹海峡航运持续受阻影响，全球油市压力加剧、库存持续下降。报告显示，3—4 月全球原油库存累计减少 2.46 亿桶 ；截至 5 月底，累计产量损失或超 10 亿桶 。 瑞银称，库存大幅下滑表明市场 “严重供不应求”—— 尽管美国出口改道亚洲导致油轮库存上升，但陆上原油及成品油库存仍在下降。 责任编辑：郭明煜

stocknshares/E+ via Getty Images Advanced Micro Devices, Inc. ( AMD ) had a pretty good Q1 . I rated the stock Buy last year. This was based on their inference product. It's considered their stronger point. At least, compared to training. Since, Nvidia ( NVDA ) unveiled an inference product, Blackwell . Does this mean AMD has lost its relevance? I don't. I think demand remains too high. Q1's growth points to it. The inference phase is the revenue phase. Making money is a demand driver. Plus, it's not always about money. The technology is a strategic asset. It's an arms race among nations . Income Statement (Q1 2026 Form 10Q) I think this is already showing. There's revenue growth since 2025. Being number two doesn't seem so bad. You can't say that for every company. AMD Quarterly Revenues (Seeking Alpha) I find something interesting. Growth is led by their data center product. This makes sense. Data centers are where AI happens. It's where most of Q1's growth was. Q1 2026 Earnings Presentation So obviously inference means more growth here. BloombergNEF has talked about it . This year's capex is $750 billion. They estimate $3.3 trillion through 2029. The IEA wrote about "physical bottlenecks." There aren't enough places built yet. As they're built, this means recurring sales. AMD EPYC has strong market share . It proves their CPU game is strong too. $10B was invested in Taiwan for this. Seems like they are bracing for growth. But I think there's another trend. It's one that helps AMD's other segments: Embedded. Q1 2026 Earnings Presentation Some may overlook it because it's a smaller segment. Doesn't really compare to Data Center or Gaming. Its growth was also flatter this quarter. Still, I think there's an opportunity here. Why? Embedded products , like Zynq and Versal, work for self-driving cars. These are needed at the edge for cars to run. The market is currently about $364B . It's projected to grow at a 34% CAGR. Q1 2026 Earnings Presentation Embedded has the be...

stocknshares/E+ via Getty Images Advanced Micro Devices, Inc. ( AMD ) had a pretty good Q1 . I rated the stock Buy last year. This was based on their inference product. It's considered their stronger point. At least, compared to training. Since, Nvidia ( NVDA ) unveiled an inference product, Blackwell . Does this mean AMD has lost its relevance? I don't. I think demand remains too high. Q1's growth points to it. The inference phase is the revenue phase. Making money is a demand driver. Plus, it's not always about money. The technology is a strategic asset. It's an arms race among nations . Income Statement (Q1 2026 Form 10Q) I think this is already showing. There's revenue growth since 2025. Being number two doesn't seem so bad. You can't say that for every company. AMD Quarterly Revenues (Seeking Alpha) I find something interesting. Growth is led by their data center product. This makes sense. Data centers are where AI happens. It's where most of Q1's growth was. Q1 2026 Earnings Presentation So obviously inference means more growth here. BloombergNEF has talked about it . This year's capex is $750 billion. They estimate $3.3 trillion through 2029. The IEA wrote about "physical bottlenecks." There aren't enough places built yet. As they're built, this means recurring sales. AMD EPYC has strong market share . It proves their CPU game is strong too. $10B was invested in Taiwan for this. Seems like they are bracing for growth. But I think there's another trend. It's one that helps AMD's other segments: Embedded. Q1 2026 Earnings Presentation Some may overlook it because it's a smaller segment. Doesn't really compare to Data Center or Gaming. Its growth was also flatter this quarter. Still, I think there's an opportunity here. Why? Embedded products , like Zynq and Versal, work for self-driving cars. These are needed at the edge for cars to run. The market is currently about $364B . It's projected to grow at a 34% CAGR. Q1 2026 Earnings Presentation Embedded has the be...

Key Stats for QCOM Stock Past week’s performance: 17% 17% 52-week range: $122 to $248 $122 to $248 Valuation model target price: $270 $270 Implied upside: +13.4% over 2.3 years Value your favorite stocks like QCOM with 5 years of analysts’ forecasts using TIKR’s new Valuation Model (It’s free) >>> What Happened? QUALCOMM (QCOM) surged approximately 17% over the past week, driven by strong Q2 2026 earnings, major automotive partnership announcements, and improving investor sentiment around non-smartphone revenue. Qualcomm reported Q2 earnings per share of $6.88, reflecting solid demand for Snapdragon processors across mobile, automotive, and industrial applications. Snapdragon is Qualcomm’s flagship chip family that powers premium smartphones and an expanding set of vehicle and AI edge computing devices. Stellantis announced an expanded partnership with Qualcomm to adopt the Snapdragon Digital Chassis system-on-chip across its next-generation vehicles. A system-on-chip, or SoC, integrates multiple computing functions into a single integrated circuit, enabling smarter and more connected vehicle platforms. Stellantis is one of the world’s largest automakers by volume, and this deal deepens a relationship that also includes a prior letter of intent signed with Volkswagen Group. So the automotive segment is building critical mass for Qualcomm’s long-term diversification story. Qualcomm also unveiled the Dragonwing Mobile Broadband Multimedia product family, targeting infrastructure and multimedia applications. The company presented at the J.P. Morgan Global Technology Conference in May, where management reiterated its strategy of expanding Snapdragon well beyond handsets. Bloomberg also reported that AI chip startup Tenstorrent drew acquisition interest from both Intel and Qualcomm, though no deal was confirmed. Each of these developments reinforced the market’s view that Qualcomm is actively positioning itself in the broader AI hardware landscape. If QCOM stock holds ab...

格隆汇5月26日｜5月份，美国消费者信心小幅下滑；受伊朗战争引发物价上涨的影响，消费者对当前经济状况的看法有所回落。美国5月谘商会消费者信心指数下跌0.7点，至93.1。衡量当前状况的指标在5月份下降3.2点至121.2，而衡量未来六个月预期的指标则上升至74.4。这份报告进一步印证了美国消费者对高昂生活成本日益增长的焦虑。尽管劳动力市场总体稳定，且鲜有大规模裁员迹象，但近期燃油价格的飙升对低收入家庭而言尤其具有挑战性。