Hi, this is Evelyn, writing to you from Beijing. Welcome to the latest edition of The China Connection — a succinct snapshot of what I'm seeing and hearing from local businesses. Now that the Trump-Xi summit has helped keep tariffs in check, Chinese companies and U.S. representatives alike are making the most of an extended truce to get some deals going. But is that enough to overcome data security and branding hurdles? The big story For businesses navigating U.S.-China tensions, "the worst is over," Zou Ping, co-founder of AI Speech , told me in Suzhou last week. It was just a few days after he'd returned from the U.S., one of the company's key growth markets as it pushes sales of high-end microphones, speakers and digital note-taking tablets. The company's speakers and microphones use on-device AI capabilities to improve sound quality and are widely used in company meeting rooms and university classrooms, he said. The timing could hardly be better. Earlier this month, the U.S. and China agreed to pursue " constructive strategic stability ," signaling a broader effort to stabilize ties after more than a year of escalating tensions and tariff hikes that at one point pushed cumulative duties above 100% . Now, the extended truce suggests those levies could remain at about half those levels for longer. For Zou, tariffs and market access remain the biggest concerns. But for at least the next three to five years, he's hopeful that the U.S.-China relationship won't deteriorate further. The bigger challenge for winning U.S. customers, he said, is branding. AI Speech is exploring acquisitions and local hiring as part of its U.S. expansion strategy, he said, hinting at conversations with New York electronics retailer B&H. The theme echoed conversations I had with other executives: recent trips to the U.S. and Europe, discussions with major American retailers and renewed plans for overseas growth. "We're talking with Best Buy right now," Guo Renjie, CEO of humanoid robot star...

行政長官李家超下月初率團出訪中亞兩國，有隨團出訪的電訊商預告，會同當地企業簽訂合作備忘錄。有私募基金認為，中亞地區有不少基建項目具投資潛力。 行政長官中亞行將分別到訪哈薩克和烏茲別克。兩個國家都位處內陸，年輕人口比例高、平均約30歲。有電訊商看準商機，早在2023年在哈薩克設立辦公室，有6名駐站職員，以此作為基地開拓中亞市場。今次亦會派員參與特區政府的代表團，預計會同當地企業簽署合作備忘錄。 中國移動國際營運商務部主管陳建勛說︰「簽署合作備忘錄的內容，包括提供5G專網。中亞國家作為內陸地區，缺乏直連海底電纜的物理條件，所以他們的互聯網、信息流通，都要靠周邊國家幫忙通達。利用邊境對接可以將傳輸業務，由香港走出亞洲，甚至全世界。可以幫中亞未來發展，因為他們人口比較年輕，對信息需求非常大。」 隨團出訪的還有私募投資基金的代表，特首早前兩次出訪中東都有參與，認為中亞地區商機潛力更大。 善水資本主席兼行政總裁張堃稱︰「中亞合作的方面可能比中東更多，因為中亞本身需要的技術或投資是更加多的，例如基建、基礎設施，這是當地需要大力發展。會與我們在中東現有的合作夥伴、主權基金一起合作在中亞投資，會在這次外訪團宣布。」 他又認為，兩個國家的法制和稅制都正逐步完善，有助增加外資信心。

美國總統特朗普指美伊談判順利，伊朗外交部亦稱有進展。據報雙方草擬諒解備忘錄，提到重開霍爾木茲海峽、美方解凍伊朗金融資產等。特朗普又呼籲中東國家跟以色列關係正常化。至於伊朗最高領袖穆傑塔巴可能藏身秘密地點，只靠信差跟外界溝通。 美國總統特朗普與多名官員在周一陣亡將士紀念日，到阿靈頓國家公墓悼念陣亡美軍，包括打擊伊朗期間犧牲的13名士兵。 美國總統特朗普說︰「我們在『史詩狂怒行動』中失去13位優秀和特別的人，他們獻出自己生命，確保全球頭號恐怖主義支援國(伊朗)永遠無法擁有核武。」 特朗普同日在社交媒體帖文，一方面稱與伊朗的談判進展順利。另一方面又警告伊朗，若果雙方無法達成協議，美軍就會重返前線，回復交火狀態，打擊伊朗規模比起以往更大。 特朗普又呼籲多國，包括沙特阿拉伯、阿聯酋、卡塔爾、埃及和巴基斯坦，若果美伊達成協議，相關國家亦要加入《亞伯拉罕協議》，藉此推動以色列關係正常化，讓美伊協議更具「歷史意義」。 美國哥倫比亞廣播公司引述知情人士報道，美國及伊朗正草擬諒解備忘錄，條款包括將停火期限延長多60日、立即重開霍爾木茲海峽，以及伊朗保證不發展核武，並處理濃縮鈾庫存。據報伊朗沒有同意所有條款，但願意重開海峽，以換取美方解除封鎖港口。至於如何處理濃縮鈾，特朗普倡議伊朗一是交給美國銷毀，一是國際機構見證下，在某個可接受地點銷毀。 伊朗外交部就稱雖然跟美方談判有進展，但美方立場矛盾及不斷變化，對談判進程帶來困難，伊方認為是否很快達成協議取決於美國，並指中國在推動停火與談判進程方面發揮積極作用。 伊朗傳媒報道，總統佩澤希齊揚已下令恢復國內網絡連線，意味封網逾80日有望結束。 伊朗當局又稱會向通過海峽的船隻徵費，不過並非「通行費」，而是維護海洋環境的「航行服務費」。《日經新聞》報道指美伊一旦達成協議，會在30日內清理水雷，之後重開海峽及恢復船隻通行。 伊朗最高領袖穆傑塔巴至今仍未公開露面。當地傳媒指他遇襲後留醫，期間完成齋戒，並在3月1日出院，轉到指定地點。美國傳媒指他藏身秘密地點，只靠信差跟外界聯繫，並收到過時信息。

相关阅读： 俄罗斯威胁将对基辅发动“系统性打击”，敦促外国人撤离 美国国务院发言人Tommy Pigott在声明中表示，国务卿鲁比奥今天与俄罗斯外交部长拉夫罗夫通电话，讨论俄乌冲突、双边关系以及伊朗局势。 声明称，这通通话是应拉夫罗夫的要求进行的。 责任编辑：李桐

华见早安之声 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 美伊协议消息力挺全球股市走高 ， MSCI全球指数收创历史新高 。美股休市，美股指期货至少涨逾0.9%。 泛欧股指 六连涨， 抹平伊朗战事以来跌幅 ，创将近三个月新高；银行板块涨2%领涨；得益于原油大跌、航司股上涨， 法荷航涨超6% ；芯片股英飞凌涨4.5%；报道称Uber考虑收购后，Delivery Hero涨近12%。 欧债价格续涨、收益率追随原油下行，两年期德债收益率降超10个基点。美元指数止步两连涨、跌离一个多月高位；离岸人民币盘中逼近6.78、创三年新高；比特币盘中涨破7.7万美元、较日低涨超2%。 报道称美伊讨论达成 协议 30天后重开霍尔木兹海峡， 消息重创原油 ， 布油收跌超7% 、创一个月新低。金银反弹，盘中黄金涨超1%、现货白银涨超4%。纽铜两连涨、盘中涨近2%。 亚洲时段，创业板涨超2%，科创50狂飙近6%，芯片半导体大爆发，中芯国际涨停、寒武纪创历史新高，“双焦”强势涨停。 要闻 中国 中国国家主席 会见巴基斯坦总理夏巴兹 ， 李强 同夏巴兹会谈。 华为 正式发表“韬（τ）定律” ，今秋面世的 麒麟手机芯片性能将大幅提升 。人民日报评论：半导体迎来“韬（τ）定律”， 中国定义将改写世界 。 宇树科技 科创板IPO将于6月1日上会 。宇树招股书更新：Q1营收增长放缓至68%，扣非净利润同比下降52.5%，预计上半年营收10.5亿-11.3亿元。 海外 特朗普 ： 与伊朗谈判进展顺利 ，不会签让伊方获核武的协议， 伊朗浓缩铀可运到其他地点销毁 ，要求中东多国与以色列建交。报道：美官员对近期解决争端乐观； 伊朗 将在与美达成协议30天后重开霍尔木兹 ，30天内在该海峡清雷；美伊就伊冻结资产达成谅解，很可能周二宣布达成协议。伊朗代表团结束卡塔尔会谈， 伊外交部 称谈判有进展但仍面临困难 。 伊朗 总统下令： 恢复互联网至 今年 1月大规模断网前状态 。 美司法部 ：上周六 白宫附近枪击案是针对特朗普的暗杀图谋 。 俄外长 告知美方 俄罗斯对乌克兰基辅打击计划 ，回应乌方持续袭俄。 最后关头踩刹车， 美SEC 紧急叫停“代币化美股”计划 。 市场收报 欧美股市 ：美股休市。欧洲STOXX600指数涨1.04%，报631.63点。 A股 ：上证指数涨0.96%，报4152....

Hong Kong private equity firm Templewater is eyeing investment opportunities in Central Asia’s real estate, energy transition and healthcare sectors, while positioning itself as a “superconnector” to channel capital from the Middle East into the emerging market. Cliff Zhang Kun, chairman of Templewater, also stressed the need for businesses to diversify their investments and shift from traditional Western markets towards emerging economies amid geopolitical volatility. Zhang, who will join a delegation led by Chief Executive John Lee Ka-chiu to Kazakhstan and Uzbekistan early next month, said he expected to lock in and announce several collaboration projects with Central Asian companies during the trip. Advertisement Some involved Middle Eastern capital, he said, but stopped short of revealing further details. The private equity boss said that while Central Asia lagged behind the Middle East in terms of development, there was nonetheless growing demand for infrastructure and technology, which offered lucrative investment opportunities. Advertisement “When a country and an economy develop, usually properties are where the demand first emerges,” he said, pointing to projects such as homes, offices, hotels and shopping centres.

Felipe Sinisterra and Dave Wang cash big checks telling Wall Street bankers what’s missing from their AI plans. On a March afternoon, the two highly sought-after trainers in finance addressed employees of a venture capital fund in New York. Wang, 31, showed how Gemini, the AI model developed by Alphabet Inc.’s Google, could be used to analyze founders’ pitch videos. He demonstrated how a web application incorporating behavioral analysis methods used by the FBI could help compare a transcript with visual cues such as body language and facial expressions to spot potential red flags. Sinisterra, 30, then walked the class through how to scan transcripts from earnings calls with OpenAI's ChatGPT and Anthropic's Claude to find the most market-moving statements. The machine ran sentiment analysis and translated management’s spoken remarks into numerical spreadsheet inputs to forecast future financials. Participants could see how AI could help streamline some of the most labor-intensive parts of their jobs. The bill for the day? $25,000. And they are backlogged for two months. “What is happening now is that people are seeing AI as a source of edge, a source of offense,” said Sinisterra. “What we’ll see in the future is that people will see it as a necessity.” Big banks, caught up in AI angst, are looking to hire more AI specialists and shrink traditional banking roles. Standard Chartered Plc is preparing to axe thousands of support positions over the next four years. Citigroup Inc. , Wells Fargo & Co. and Bank of America Corp. have collectively cut more than 5,000 jobs in the first quarter of 2026, despite having a record earnings season. Top executives, willing to spend top dollar to deploy the technology beyond basic tasks, are experimenting with AI tools themselves, building pressure to embed the technology across the ranks. Sinisterra and Wang, former SoftBank fund managers, are selling confidence and fluency to firms hungry for that transformation. Wall Street Prompt ,...

IMAX Corporation (IMAX) shareholders had the kind of Friday that rewrites a year. Shares of the premium cinema technology company jumped about 15% on May 22, closing at $39.12, after The Wall Street Journal reported the company is exploring a sale and has approached entertainment companies as ...

A $40 billion selloff in a 141-year-old Japanese cable firm has served as a reality check on the fragility of the global AI-driven stock rally. Optical fiber cable maker Fujikura Ltd. almost halved in value in the week through May 20 as investors rushed to dump its stock following a disappointing earnings forecast and lackluster medium-term plan. While the shares have since recouped some of those losses, they’re still trading almost 30% below their all-time closing high hit on May 13. Fujikura’s rollercoaster week reveals how quickly the tides can turn for AI stock winners as investors realize hopes for explosive growth in infrastructure may have run far ahead of manufacturers’ ability to deliver. “The fact that Fujikura hasn’t been able to sufficiently expand capacity has created a gap between market expectations and reality,” said Norikazu Shimizu , an analyst at Iwai Cosmo Securities. “Even if they want to produce more, they just can’t fully meet demand.” The company, which supplies fiber optic cables used to connect servers and switches inside AI data centers, has been one of Japan’s hottest trades over the past two years amid surging demand for generative AI models. Fujikura is part of the so-called Portsmouth consortium tasked with building out data center infrastructure in the US. Its share price had ballooned more than 1,500% in the 24 months through mid-May. But the market is increasingly questioning whether Fujikura can expand production quickly enough to justify its lofty valuation. In a mid-term plan released May 19, the company forecast operating income of ¥315 billion ($2 billion) in the fiscal year starting April 2028, well below the average analyst estimate of ¥455 billion. President Naoki Okada has said the firm’s production capacity will remain insufficient even after a new plant in Chiba prefecture comes online. Read more: Fujikura Shares Plunge After Three-Year Forecast Dents AI Hope The selloff has reverberated beyond Fujikura as investors reass...

SINGAPORE, May 26, 2026 (GLOBE NEWSWIRE) -- JOYY Inc. (NASDAQ: JOYY) (“JOYY” or the “Company”), a global technology company, today announced its unaudited financial results for the first quarter of 2026. First Quarter 2026 Financial Highlights1 Net revenues were US$555.7 million, an increase of 12.4% from US$494.4 million in the corresponding period of 2025, compared with US$581.9 million in the fourth quarter of 2025. Social Entertainment net revenues increased by 3.2% to US$400.4 million from US$387.8 million in the corresponding period of 2025, compared with US$419.1 million in the fourth quarter of 2025. BIGO Ads net revenues increased by 55.6% to US$124.8 million from US$80.2 million in the corresponding period of 2025, compared with US$128.6 million in the fourth quarter of 2025. Shopline net revenues increased by 16.1% to US$30.5 million from US$26.3 million in the corresponding period of 2025, compared with US$34.3 million in the fourth quarter of 2025. were US$555.7 million, an increase of 12.4% from US$494.4 million in the corresponding period of 2025, compared with US$581.9 million in the fourth quarter of 2025. Operating income was US$6.8 million, compared with US$12.2 million in the corresponding period of 2025 and US$18.3 million in the fourth quarter of 2025. was US$6.8 million, compared with US$12.2 million in the corresponding period of 2025 and US$18.3 million in the fourth quarter of 2025. Non-GAAP EBITDA 2 was US$45.7 million, compared with US$40.4 million in the corresponding period of 2025 and US$50.6 million in the fourth quarter of 2025. was US$45.7 million, compared with US$40.4 million in the corresponding period of 2025 and US$50.6 million in the fourth quarter of 2025. Net income from continuing operations attributable to controlling interest of JOYY 3 was US$50.7 million, compared with US$45.4 million in the corresponding period of 2025 and US$54.3 million in the fourth quarter of 2025. was US$50.7 million, compared with US$45.4 million ...

今日无新股上市，无新股申购。 宏观新闻 1、人民日报发表评论文章《半导体迎来“韬（τ）定律”，中国定义将改写世界》，其中提到，华为正式发表“韬（τ）定律”，提出以“时间缩微”替代“几何缩微”，通过逻辑折叠等创新技术，实现半导体与电子系统的持续演进。并且，华为以量产的381款芯片，证明了该定律的可行性、有效性以及商业前景。这不只是一次技术定律的发布，更是一次产业发展路径的宣示，给中国建设科技强国、实现科技自立自强带来多重启示。 2、人力资源社会保障部等5部门对外发布《超龄劳动者基本权益保障暂行规定》，自7月1日起施行。这是我国首部明确超龄劳动者权益的专门规章，填补了我国现行劳动法律制度的短板，明确了用人单位与超龄劳动者的权利和义务，保障超龄劳动者的劳动报酬、休息休假、劳动安全卫生、工伤保障等合法权益。 3、就有媒体报道称美国和伊朗即将达成协议，外交部发言人毛宁25日在例行记者会上答问时表示，中方始终认为对话谈判才是正道，武力解决没有出路。对话的大门既然打开就不应当再次关上。 4、美伊双方仍在就核计划相关措辞以及解除制裁问题进行磋商。美国官员表示，双方对近期解决争端持乐观态度。 5、消息人士称，美伊就资产解冻问题达成谅解，美伊双方“很有可能”于26日宣布达成协议。 行业新闻 1、昨日，广东省战略性新兴产业投资引导基金正式启动。据官方披露，该基金总规模达1000亿元，首期注册规模500亿元，是广东首支永续经营的公司制省级政府投资基金。 2、国家能源局发布1-4月份全国电力统计数据。截至4月底，全国累计发电装机容量39.9亿千瓦，同比增长14.2%。其中，太阳能发电装机容量12.5亿千瓦，同比增长26.2%；风电装机容量6.6亿千瓦，同比增长22.0%。1-4月份，全国发电设备累计平均利用925小时，比上年同期降低84小时。 3、韩国将于本周三推出与半导体巨头三星电子和SK海力士挂钩的单只杠杆交易所交易基金。韩国金融监管部门官员指出，鉴于韩国股票价格涨跌幅限制为±30%，理论上杠杆ETF的单日亏损可达60%，让投资者资产迅速缩水。 4、据农业农村部监测，5月份以来，全国生猪价格呈现低位震荡、逐渐趋稳的走势。5月份第三周，全国生猪价格为每公斤10.12元，环比下降0.4%，同比下降32.2%。一家生猪生产企业负责表示，今年春节以后当地生猪价格持续回落，最低降到每斤4.1元，为...

As the global gas market grapples with the Strait of Hormuz being all-but closed for nearly three months, traders are fixated on two wildcards: China and the weather. Summer forecasts are pointing to higher-than-normal temperatures across Asia, while an El Niño weather pattern could make things even hotter. That will boost air-conditioning use and strain power grids when energy prices are already elevated. The key risk is the heat triggers stronger demand in China, the world’s No. 1 liquefied natural gas buyer. The conflict in the Middle East has choked a fifth of global LNG supply, but that hasn’t resulted in extreme price spikes seen during previous energy crises. That’s mainly down to weaker Chinese imports in March and April, but signs of a rebound in the country’s purchases are raising the prospect of fiercer global competition at a time when Europe will need to replenish inventories ahead of winter. “The full impact of the Strait of Hormuz closure has not yet been felt because we have been in the soft shoulder season for demand,” said Saul Kavonic , an energy analyst at MST Marquee. “LNG prices could rise a further 50% through August if the Strait remains largely closed.” LNG flows have already begun shifting toward Asia, where buyers are willing to pay higher prices, reversing a period in which Europe absorbed vast amounts of global supply to offset the loss of Russian pipeline gas. LNG deliveries to Europe are down more than 10% from a year ago, according to a 30-day moving average of ship-tracking data . And in the last two weeks, a few US shipments headed to Europe have diverted to Asia. Meteorologists are expecting that El Niño — which warms sea surface temperatures in the equatorial Pacific — will emerge from June to August, and strengthen in subsequent months. That could bring hotter weather, but there’s still a lot of uncertainty over how intense it will be. While El Niño is typically associated with raising average global temperatures, where and when ...

Explore the exciting world of Karooooo (NASDAQ: KARO) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities! *Stock prices used were the prices of March 25, 2026. The video was published on May 25, 2026. Continue reading

Microsoft (MSFT 0.06%) and OpenAI aren't as close and intertwined as they were a year ago. While they still work together, both have been distancing themselves from one another and have updated their partnership agreement multiple times. While partnering and working closely with OpenAI may have seemed like a great move for Microsoft when ChatGPT was the leading chatbot, times have changed. Here's why diversifying and being less dependent on ChatGPT may prove to be a great strategy for the tech giant in the long run. Microsoft's customers frequently use multiple AI models There are a growing number of AI chatbots, and picking a winner at this stage is no easy task. That's why taking a more agnostic approach and not being linked to a specific model may be crucial for Microsoft. Anthropic's Claude model, for instance, is known for being a popular option with enterprise customers for its coding capabilities. By simply offering customers the ability to choose the AI model that best suits their needs, Microsoft doesn't need to worry about picking a winner, which can enable it to better meet its customers' needs. Microsoft's cloud servers allow customers to choose from many different AI models, including ones from OpenAI, Anthropic, and open source. CEO Satya Nadella stated, on the company's recent earnings call, that "over 10,000 customers have used more than one model on Foundry, 5,000 have used open-source models, and the number who have used Anthropic and OpenAI models increased 2x quarter-over-quarter." Offering flexibility is key for Microsoft to be adaptable and ensure it's not limiting itself to a specific AI model. Nadella also says that "we offer the broadest selection of models of any hyperscaler, so customers can choose the right model for the right workload." Expand NASDAQ : MSFT Microsoft Today's Change ( -0.06 %) $ -0.24 Current Price $ 418.85 Key Data Points Market Cap $3.1T Day's Range $ 416.35 - $ 424.40 52wk Range $ 356.28 - $ 555.45 Volume 1.3M Avg Vol ...

nvda Nvidia Stock NVDA Risks Falling Under $200 as Rising Costs, China Risks Weigh on Sentiment Q1 Earnings propelled NVIDIA to yet another impressive quarter, but growing expenses and geopolitical unpredictability masked the positive outcomes and put pressure on the stock. Written by: Skerdian Meta • • 2 min read • Quick overview NVIDIA reported Q1 FY27 revenue of $81.6 billion, driven by strong demand in the data center segment, particularly from hyperscale cloud providers. Despite impressive revenue growth, rising operating expenses and tax pressures have raised concerns about the company's profitability and efficiency. Geopolitical tensions and export restrictions have led to a forecast of no Data Center compute revenue from China in Q2, limiting growth potential. NVIDIA's stock has shown volatility, recently slipping below key technical support levels, while the company continues to return capital to shareholders through buybacks and dividends. Live NVDA Chart NVDA 0.0000 MARKETS TREND [[NVDA-graph]] Q1 Earnings propelled NVIDIA to yet another impressive quarter, but growing expenses and geopolitical unpredictability masked the positive outcomes and put pressure on the stock. Strong Revenue Growth Anchored by Data Center Demand NVIDIA reported Q1 FY27 revenue of $81.6 billion, marking a 20% sequential increase and an 85% year-on-year surge, underscoring sustained demand for high-performance computing infrastructure. The results were again driven by hyperscale cloud providers and continued expansion in AI-driven data center buildouts. Earnings also came in strong, with GAAP diluted EPS of $2.39, supported by elevated pricing power and robust margins across its premium GPU and networking products. Gross margin remained exceptionally high at 74.9%, reinforcing NVIDIA’s dominant position in advanced semiconductor and compute systems. The Data Center segment remained the core growth driver, generating $75.2 billion in revenue, with particularly strong performance in...

【快訊】鮮魚行學校獲教育局批准，下學年與中華基督教會基全小學合併。

热点聚焦 1. 华为正式发表“韬（τ）定律”，构建了贯穿器件、电路、芯片到系统层面的多层级协同优化体系；预计到2031年，基于该定律的高端芯片晶体管密度将达到1.4纳米制程的同等水平。 2. 安徽印发《安徽省政府投资基金管理办法》，主要围绕催生新质生产力，支持科技创新，着力投早、投小、投长期、投硬科技，不断提升安徽创新效能。 3. 针对“未来一切上市公司禁止披露没有发票的海外卡的部署”的算力租赁市场传闻，多位算力租赁人士：没有收到任何“新要求” 大厂采购海外卡均有发票。 4. 全球最大铝土矿生产国几内亚计划于6月宣布改革措施，对这种矿石实施出口管控，以提振价格。几内亚占全球铝土矿产量逾三分之一。几内亚矿业与地质部长布纳·西拉最新表示，这导致市场供过于求，铝土矿的价格较去年年初高点几乎腰斩。“供应不能超过需求。我们希望调控出口数量，让价格回升至合理水平。” 5. 当地时间25日，消息人士称，美伊就资产解冻问题达成谅解，美伊双方“很有可能”于26日宣布达成协议。美国总统特朗普在社交媒体发文称，伊朗的浓缩铀可以“现场销毁”或者在“另一个可以接受的地点”销毁。美国官员表示，双方对近期解决争端持乐观态度。 6. 周一，港股和美股因假期休市；法国和德国主要指数均涨近2%。 环球市场 法国CAC40指数收涨1.76%，报8258.26点；德国DAX指数收涨2.01%，报25389.10点。英国股市周一休市。 美股周一因阵亡将士纪念日休市。三大指数上周五连升三日，其中道指刷新历史新高，标普周线八连涨。 截至收盘，道琼斯指数涨0.58%，报50579.70点；标普500指数涨0.37%，报7473.47点；纳斯达克综合指数涨0.19%，报26343.97点。 苹果涨1.26%续收新高，市值超4.5万亿美元。其他科技巨头多数走低（按市值排列）英伟达跌1.9%，谷歌C跌1.07%，微软跌0.12%，亚马逊跌0.8%，博通跌0.1%，特斯拉涨1.95%，Meta涨0.47%。 板块和概念股中，费城半导体指数涨1.99%，量子计算概念股延续强势。 中概股方面，利弗莫尔中概股龙头指数收跌1.17%。纳斯达克中国金龙指数跌2.21%，全周累跌4.79%。 热门中概股多数走低，富途控股跌27.53%，向上融科跌25.34%，蔚来跌7.14%，腾讯音乐跌3.72%，拼多多跌3.34%。传奇生物涨4....

财联社5月26日讯（编辑 冯轶） 财联社为您带来本周港股要闻： 海外宏观 周三(5月27日)：日本央行行长植田和男在日本央行主办的货币政策会议上发表讲话；美国至5月9日当周ADP就业人数。 周四(5月28日)：美国4月核心PCE物价指数，这是美联储最看重的通胀指标，将直接影响市场对年内降息窗口的判断； 美国至5月23日当周初请失业金人数、美国第一季度实际GDP；圣路易联储主席穆萨莱姆发表讲话；韩国央行公布利率决议。 周五(5月29日)：美国5月芝加哥PMI；美联储理事鲍曼发表讲话。 中国宏观 本周，人民银行央行公开市场将有3045亿元逆回购到期，其中周一至周五分别到期10亿元、5亿元、500亿元、1000亿元、1530亿元。此外，周一将有5000亿元365天期MLF到期。 周三(5月27日)：中国4月规模以上工业企业利润数据。 周六(5月31日)：中国5月PMI数据。 行业动态 周二(5月26日)：中国汽车流通协会将于5月26日至27日召开2026中国汽车经销商大会。 周三(5月27日)：长鑫科技科创板IPO将于5月27日上会，此次IPO拟募资295亿元。 港股要闻 周二(5月26日)：小米集团-W、名创优品、小马智行披露财报。 周三(5月27日)：快手-W、速腾聚创披露财报；深演智能(02723.HK)、 华曦达(00901.HK) 、 云英谷科技(03310.HK)正式挂牌。 周五(5月29日)：创想三维(03388.HK)正式挂牌；MSCI中国指数此前公布5月审议结果，调整将于5月29日收盘后生效。

美国总统特朗普在社交媒体上发帖表示：“浓缩铀（核尘埃！）要么立即移交给美国，由其运回国销毁；要么最好与伊朗伊斯兰共和国协调合作，就地销毁，或在其他可接受的地点销毁，并由原子能委员会或其同等机构见证这一过程和事件。” 责任编辑：李桐

格隆汇5月26日｜据证券日报，为盘活存量资源、提升资金使用效率，今年以来，多家券商密集挂牌转让旗下闲置房产。近日，中原证券于河南省产权交易中心集中挂牌转让9处房产，挂牌价合计达730.54万元。值得注意的是，这并非该批房产的首次挂牌。去年9月份，中原证券在河南省产权交易中心挂牌转让14处房产，挂牌价合计942.19万元，其中便包含此次转让的9处房产，这9处房产当时挂牌价合计为802.79万元。与去年9月份的价格相比，此次9处房产的挂牌价折价约9%。

Good morning from a rainy Sydney. President Donald Trump once again signaled that talks with Iran to reopen the Strait of Hormuz are making progress, with global markets responding positively. Locally, my colleague Ainsley Thomson in Wellington has done a deep dive on what’s behind the deflation of the New Zealand housing bubble and what lessons Australia can learn from it. Meanwhile, all eyes are on the NZ rate decision tomorrow, when the central bank is expected to stand pat . And Australians may also see a bit more softening in the housing market, with NAB no longer including tax breaks for properties sold after tax changes were announced in the budget. — Carmeli Argana, Australian stocks reporter What’s happening now New Zealand’s central bank is expected to keep its key interest rate unchanged at 2.25% on Wednesday, opting to look through the inflationary impact of the Middle East energy shock in favor of supporting a fragile economic recovery. National Australia Bank has tightened its home lending rules after the Australian government removed a concession that allowed property investors to claim mortgage interest payments as a tax deduction. The bank will not include the effects of the tax break for properties sold after May 12, a move that could reduce how much buyers are able to borrow, Bloomberg News reported. Meantime, Australian homes are among the most expensive in the developed world. Buyers, desperate to get onto the property ladder, have taken on more debt than ever before, and uninhabitable properties, some covered in mold and asbestos, are snapped up for millions. Read our explainer on how Australia’s housing market became so out of reach. In the travel world, Qantas’s ultra-long-range Airbus SE A350s have been delayed again , yet another setback to the airline’s plan to operate the world’s longest non-stop flights next year. The first of 12 customized A350-1000s will arrive in April 2027, Airbus said Monday. Airbus blamed the delay “on supply chain...

The 'Next Nvidia' Trade? Why Investors Are Suddenly Watching Advanced Micro Devices, Arm Holdings, and Marvell Technology The Motley Fool

格隆汇5月26日｜国际要闻： 1、美股5月25日休市 2、欧股收盘集体大涨 德国DAX指数涨2.03% 3、现货黄金涨超1.3%，白银涨超3.3% 4、阿拉伯媒体称美伊草案协议达成 5、据悉伊朗将在协议达成后的30天内开放海峡，停火协议将延长60天 6、据悉美伊就伊朗被冻结资产达成谅解，协议即将宣布 7、单日涨跌可达±60%！韩国将上市三星电子及SK海力士杠杆ETF 8、日股收涨近3%创历史新高，首次收于65000点上方 9、又推票！特朗普公开力挺美光，期权巨鳄疑“提前布局” 10、全球最大铝土矿生产国几内亚将于6月公布出口管制措施 大中华区要闻： 1、财政部：4月全国共销售彩票540.73亿元 同比下降6.4% 2、华为“韬定律”破局摩尔极限！半导体股疯狂，中芯国际、华虹公司、寒武纪、兆易创新纷纷创历史新高 3、宇树科技科创板IPO将于6月1日上会 拟募资42.02亿元 4、6G试验频率正式获批 6G有望在2030年前后正式商用 5、恒指公司发布季检结果：恒生指数纳入极兔速递、百济神州、中国铝业 6、恒生科技指数纳入智谱、MINIMAX-W 7、恒生综合指数纳入鸣鸣很忙、精锋医疗、壁仞科技、天数智芯等股 8、台股收涨超3%再创历史新高，年内累涨50.69% 9、公告精选︱综艺股份：控股股东综艺投资拟增持5000万元-1亿元公司股份；风华高科：未与英伟达直接开展业务合作

格隆汇5月26日｜NH Amundi资产管理公司表示，韩国债券市场计入了过多的央行加息预期，这为短期债券创造了买入机会。该机构执行董事韩秀日在接受采访时表示，一至两年期政府债券在当前水平上“便宜”，并指出互换市场不现实地计入了到2027年上半年多次加息25个基点的预期。“在加息周期甚至尚未开始之前，市场就计入四到五次加息，这是极不寻常的，”韩秀日表示。展望下次政策会议，韩秀日表示，关键焦点将是韩国央行对2027年GDP的预测，以衡量人工智能芯片涨势的持久性，而非其对今年的短期展望。他预计央行将预测2027年经济增长1.9%，并在7月进行一次加息，随后长期按兵不动。

格隆汇5月26日｜卡塔外交部：有关卡塔尔向伊朗出资120亿美元促成协议的报道纯属虚假。散布该言论的势力意在破坏相关协议、阻挠地区局势缓和与稳定的外交进程。卡塔尔与地区伙伴协作开展外交工作，相关行动有据可查。此类不实说法，企图破坏我们在地区和平斡旋中的作用。

99Food和Keeta都被指控存在不正当竞争行为；iFood则因违反反垄断协议曾涉调查 【财新网】 巴西外卖市场竞争激烈，外卖平台企业诉讼持续。近日，本土最大外卖平台iFood向巴西圣保罗法院提起诉讼，起诉外卖平台Keeta及其母公司美团，指控其以商业间谍行为实施不正当竞争。两个月前，iFood向巴西经济管理保护委员会（CADE）指控滴滴旗下巴西外卖业务99Food存在“间谍、非法广告攻击、商标不当使用”等可疑行为。 iFood是巴西外卖市场市占率最高的本土外卖公司，市占率超80%。iFood隶属于南非跨国科技传媒集团Naspers旗下投资公司Prosus。

格隆汇5月26日｜智利国家铜业公司（Codelco）通报Antofagasta地区地震造成的影响：正在矿场多个区域进行检查。由于露天采矿场能见度不足或特定区域发生停电，部分生产运营活动已暂停。

Palantir Technologies (PLTR 0.39%) develops custom artificial intelligence (AI) software for government and commercial customers across various industries and applications. The company's launch of its Artificial Intelligence Platform (AIP) in 2023 has proven to be a game changer, with growth accelerating consistently since then amid insatiable demand for AI technology across the economy. That momentum is still building; management is guiding for 120% revenue growth from commercial U.S. customers in 2026. It has made Palantir stock an absolute home run for investors throughout this artificial intelligence (AI) boom, rising over 2,000% since 2023. It's also made Palantir a lightning rod for investors, who have fiercely debated the stock's lofty valuation. That debate rages on among analysts to this day. Of 30 Wall Street analysts surveyed by CNN Business, 60% rate the stock a buy, with some price targets suggesting as much as 86% upside. Here's why agentic AI could be fueling the market's optimism. Agentic AI could drive the growth analysts are looking for Palantir's technology tends to act as an operating system, a software brain that analyzes an organization's data to generate trends and insights for human users. It's arguably the ideal overseer of AI agents, digital workers that, over the coming years, will increasingly perform tasks in place of humans. These agents will likely function within Palantir's software applications, where they can monitor, govern, and coordinate them. Palantir's AIP already speaks to that, as the company is selling enterprise autonomy, not just chatbot capabilities. Some companies have already begun laying off employees, often citing AI as a reason. AI agents will likely continue to surge from here. According to Grand View Research, the Enterprise Agentic AI market could grow by more than 46% annually, hitting $24.5 billion by the end of this decade. Expand NASDAQ : PLTR Palantir Technologies Today's Change ( -0.39 %) $ -0.54 Current Pri...

Palantir Technologies (NASDAQ: PLTR) develops custom artificial intelligence (AI) software for government and commercial customers across various industries and applications. The company's launch of its Artificial Intelligence Platform (AIP) in 2023 has proven to be a game changer, with growth accelerating consistently since then amid insatiable demand for AI technology across the economy. That momentum is still building; management is guiding for 120% revenue growth from commercial U.S. customers in 2026. It has made Palantir stock an absolute home run for investors throughout this artificial intelligence (AI) boom, rising over 2,000% since 2023. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » It's also made Palantir a lightning rod for investors, who have fiercely debated the stock's lofty valuation. That debate rages on among analysts to this day. Of 30 Wall Street analysts surveyed by CNN Business, 60% rate the stock a buy, with some price targets suggesting as much as 86% upside. Here's why agentic AI could be fueling the market's optimism. Image source: The Motley Fool. Agentic AI could drive the growth analysts are looking for Palantir's technology tends to act as an operating system, a software brain that analyzes an organization's data to generate trends and insights for human users. It's arguably the ideal overseer of AI agents, digital workers that, over the coming years, will increasingly perform tasks in place of humans. These agents will likely function within Palantir's software applications, where they can monitor, govern, and coordinate them. Palantir's AIP already speaks to that, as the company is selling enterprise autonomy, not just chatbot capabilities. Some companies have already begun laying off employees, often citing AI as a reason. AI agents will likely continue to surge ...

Key Points Palantir's AI software sits at the heart of organizations, making it ideal to govern AI agents. The company's growth continues to build speed, with management expecting a huge year in 2026. Palantir's stock remains pricey, but it's no longer wildly overvalued, as one might assume. 10 stocks we like better than Palantir Technologies › Palantir Technologies (NASDAQ: PLTR) develops custom artificial intelligence (AI) software for government and commercial customers across various industries and applications. The company's launch of its Artificial Intelligence Platform (AIP) in 2023 has proven to be a game changer, with growth accelerating consistently since then amid insatiable demand for AI technology across the economy. That momentum is still building; management is guiding for 120% revenue growth from commercial U.S. customers in 2026. It has made Palantir stock an absolute home run for investors throughout this artificial intelligence (AI) boom, rising over 2,000% since 2023. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » It's also made Palantir a lightning rod for investors, who have fiercely debated the stock's lofty valuation. That debate rages on among analysts to this day. Of 30 Wall Street analysts surveyed by CNN Business, 60% rate the stock a buy, with some price targets suggesting as much as 86% upside. Here's why agentic AI could be fueling the market's optimism. Agentic AI could drive the growth analysts are looking for Palantir's technology tends to act as an operating system, a software brain that analyzes an organization's data to generate trends and insights for human users. It's arguably the ideal overseer of AI agents, digital workers that, over the coming years, will increasingly perform tasks in place of humans. These agents will likely function within Palantir's so...