南向资金今日净卖出61.05亿港元 盈富基金遭净卖出居前 2026-05-21 17:31:21 来源： 同花顺7x24快讯 分享 文章提及标的 阿里巴巴-W -- 中芯国际 -- 经纬天地 --

格隆汇5月21日丨据央视，从国铁广州局了解到，受部分地区强降雨和广西柳州地震影响，海南部分进出岛旅客列车运行方案进行动态调整。今天（21日）进岛旅客列车K511次、Z111次停运；出岛列车K458次、Z112次、K512次停运。5月22日、23日进岛旅客列车K457次、K511次、Z111次停运；出岛旅客列车K458次、Z112次停运。已购买停运列车车票的旅客，可于票面乘车日期起30日内（含当日），在全国任意火车站窗口或通过12306网站、手机客户端免费办理退票手续。

Photo: VCG China’s economy slowed broadly after a stronger-than-expected first quarter, with activity weakening across most major indicators outside exports, highlighting a recurring pattern driven by the timing of policy implementation, according to UBS Securities Chief China Economist Song Yu. China’s first-quarter performance beat expectations, but momentum weakened in April, continuing a pattern seen in recent years in which strong first-quarter data are followed by second-quarter slowdowns.

Luis Alvarez/DigitalVision via Getty Images Introduction Since the end of January, Nu Holdings ( NU ) has lost over 35% of its market value and has been a clear underperformer within its peer group of Brazilian banks. The main reason behind this underperformance is the market’s expectation that NU is approaching maturity in its core market of Brazil. New markets, such as Mexico or Colombia, are not yet profitable and will require several more quarters to reach profitability. Additionally, investments in entering the U.S. market and building AI infrastructure could put pressure on short-term earnings. In my last article on NU, I wrote that acquiring a Mexican banking license would enable NU to become the largest retail bank in Latin America, a view I still strongly hold. In the following sections, I argue that NU still has a long runway for growth ahead and that what the market perceives as a structural slowdown could present a good opportunity to add to this long-term compounder. Bloomberg Brazil remains a growth engine Brazil is one of the most profitable banking markets in the world, where banks earn return on equity [ROE] exceeding 20%, driven by a combination of high net interest margins (NIMs) and stable provisioning ratios. By contrast, NU has achieved an average adjusted ROE of over 30% over the past six quarters. In its most recent earnings call, management stated that NU still has a long road ahead in the Brazilian market, where it currently captures only 7% of the total profit pool, despite being the largest private financial institution in Brazil by customer base. In its two largest product segments, credit cards and unsecured loans, NU’s market share stands at just 18% and 8%, respectively. By various measures, the most underappreciated opportunity is the SME segment, which is almost as large as the credit card market (USD 18 billion versus USD 20 billion), yet NU’s market penetration is only 2%. Since many of NU’s 110 million individual clients own smal...

格隆汇5月21日｜德意志银行将哈门那的目标价从235美元上调至441美元，评级从“持有”上调至“买入”。(格隆汇)

记者从国铁广州局了解到，受部分地区强降雨和广西柳州地震影响，海南部分进出岛旅客列车运行方案进行动态调整。今天（21日）进岛旅客列车K511次、Z111次停运；出岛列车K458次、Z112次、K512次停运。5月22日、23日进岛旅客列车K457次、K511次、Z111次停运；出岛旅客列车K458次、Z112次停运。已购买停运列车车票的旅客，可于票面乘车日期起30日内（含当日），在全国任意火车站窗口或通过12306网站、手机客户端免费办理退票手续。（央视新闻）

In a letter to An Garda Siochana, the Irish justice minister and Fiosrú - which has been seen by BBC News NI - Joseph said: "The scenes depicted, including the disproportionate and unnecessary level of force used during Mr Sakila's restraint, are deeply disturbing and raise urgent and serious questions which require comprehensive examination."

The global economy is showing signs of waning momentum and mounting inflation pressures during its third month of a war-induced energy crunch. Surveys of purchasing managers from Australia to the Europe pointed to an intensifying ordeal for manufacturing and services companies in May. In particular, factory activity as measured by S&P Global either slowed or even contracted across the board on all indexes released early on Thursday, apart from the UK’s. While the results showed the lingering effects of a stock-building surge, the reports also highlighted how jumping costs are forcing businesses to take the hit or else share the pain with customers. As with April, the worst impact was seen in the euro zone, with plummeting gauges in France delivering the biggest surprise. Manufacturing there and in the region’s biggest economy, Germany, has now just succumbed to a phase of shrinking activity. Overall, the numbers add to evidence that the growth and inflation shocks to the world from the Middle East crisis are spreading, complicating the task for central bankers. Given the danger that price increases may take on momentum, they could end up having to raise borrowing costs even at the expense of a squeeze on enfeebled expansion. The inflation worry and prospect of consequential interest-rate hikes is what’s gripped investors in the past week, with their grasp of the fiscal implications prompting a selloff in government bonds that sent long-term yields to the highest in more than two decades. But the danger that comes with higher borrowing costs set by central banks is that expansion in some economies could grind to a halt or even going into reverse. “There’s a pretty good chance, given how weak growth is in Europe, that we get something like a technical recession,” Melanie Baker , an economist at Royal London Asset Management, told Bloomberg Television. “You’ve absolutely got a whiff of stagflation at the moment.” Of the survey results issued on Thursday, those for Indi...

The euro area will slow markedly while suffering the fastest inflation since 2023 as it succumbs to the energy-cost surge from the Iran war, according to the European Commission. Issuing new forecasts for the region, the European Union’s executive arm predicted that output will rise 0.9% this year, notably below the 1.4% expansion last year, and 0.3 percentage points lower than expected in November. For 2027, it revised its outlook down to 1.2%. Inflation is seen to average 3% in 2026, compared to only 1.9% in the previous round, and significantly above the European Central Bank ’s 2% target. It’s forecast to ease again to 2.3% next year. Brussels officials warned that in an alternative scenario, which assumes more prolonged disruptions due to the Iran crisis, price growth won’t ease and economic activity will fail to rebound in 2027. “The conflict in the Middle East has triggered a major energy shock, further testing Europe as it navigates an already volatile geopolitical and trade environment,” Economy Commissioner Valdis Dombrovskis said. The predictions follow repeated warnings by Dombrovskis that the region is facing the real risk of a stagflationary shock with low growth and high inflation — a label European Central Bank President Christine Lagarde has dismissed. But with no quick end to hostilities in sight, policymakers find themselves in an increasingly tricky spot. Inflation already at 3% in April, and likely to rise further, would support the case to raise interest rates. At the same time, any tightening risks putting additional burdens on an already subdued pace of economic activity. The vast majority of economists surveyed by Bloomberg predict a quarter-point hike next month, and just over half expect another such step in September. Traders are betting on two to three moves this year. At the June 10-11 meeting, the ECB will also publish new projections. In March, it predicted in its baseline that gross domestic product will rise 0.9%, with inflation ave...

Key Points Apple's economic moat, share buybacks, and customer loyalty make it appealing. Berkshire has exited Visa and Mastercard, but two key factors may explain why it's holding on to American Express. Coca-Cola is a stock to buy and hold due to both its dividend and durable business. 10 stocks we like better than Apple › Warren Buffett, who served as chief executive officer of Berkshire Hathaway from 1965 to 2025, once said his favorite holding period was "forever." Now, that doesn't mean the legendary investor held on to every stock he ever bought. Just like investors of all stripes, he was apt to cash out of investments that were either overvalued or where the bull case was shifting in the wrong direction. 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 » However, among the core Berkshire Hathaway portfolio, there are a few stocks Buffett bought but never sold. Interestingly enough, they are also currently the three largest positions in the portfolio. With each one representing ownership in businesses with strong balance sheets, deep economic moats, and long track records of earnings and/or dividend growth, these are the Warren Buffett investments to buy and hold forever: Apple (NASDAQ: AAPL), American Express (NYSE: AXP), and Coca-Cola (NYSE: KO). Apple remains the tech stock best meeting Buffett's criteria Berkshire Hathaway first invested in tech giant Apple in 2016. Berkshire has periodically sold some of its position, but by and large it has held on to this holding. Per the latest 13-F disclosure filing with the Securities and Exchange Commission, Berkshire Hathaway's 1.6% stake in Apple is the portfolio's largest and most valuable single holding. Making up almost 21% of the overall portfolio, the position is worth about $67.9 billion . When Berkshire first invested in Apple, it was a uni...

For anyone who has observed Canopy Growth (CGC +4.06%) during the past few years, it won't be shocking to learn that the marijuana company's stock is diving in May. Since the start of the month, it's down by more than 12% as of this writing, against the nearly 2% gain of the bellwether S&P 500 index. Expand NASDAQ : CGC Canopy Growth Today's Change ( 4.06 %) $ 0.04 Current Price $ 1.03 Key Data Points Market Cap $439M Day's Range $ 0.99 - $ 1.05 52wk Range $ 0.84 - $ 2.38 Volume 16K Avg Vol 9.9M Gross Margin 18.25 % Years of net losses and struggles with sales growth have taken their toll on investor sentiment. Yet there are Canopy Growth bulls in the investing community that point to a recent acquisition, in particular, as a cause for hope. I'm not buying that view, and I'm not buying the company's stock. Read on for why. A business full of headaches The company's home country, Canada, began full legalization of recreational weed in 2018. That was also the golden era of cannabis companies, as investors flocked to weed stocks at the dawn of this seemingly glorious new market. Except that the market wasn't so impressive. Regulatory bottlenecks in Canada hampered its development, while persistent gray- and black-market competition and oversupply left the company constantly struggling. At least it wasn't alone in that respect; north-of-the-border peers like Tilray Brands have also had a tough time prospering in such an environment. The vast and wealthy U.S. market -- where Canopy Growth has a presence through its Canopy USA affiliate -- is always tantalizing. This is more promise than reality, however. De facto legalization is frustratingly piecemeal, and reform has occurred in fits and starts, at best. So, in both its home country and here, Canopy Growth remains challenged to eke out any growth and reduce the flow of red ink on the bottom line. Over the years, it has tried numerous times to shore up its finances with fresh secondary-share issues, but the dilution has ...

Analysts responded to Target's NASDAQ: TGT May 20 earnings release with mixed sentiment, overshadowing the strengths revealed. The company outperformed expectations and improved guidance, but it was not enough to move the needle on sentiment or price targets, which is what the market needs. Target Today TGT Target $122.19 -0.14 (-0.11%) 52-Week Range $83.44 ▼ $133.10 Dividend Yield 3.73% P/E Ratio 14.98 Price Target $122.54 Add to Watchlist The critical takeaway, however, is that Target’s results show it's on the right track with its turnaround and recovery, and the analyst group maintained a bullish, albeit wait-and-see posture. Get Target alerts: Sign Up What they are waiting to see is whether Target can sustain its comp-store strengths. They see risk in tough comps, consumer headwinds, and the fading impact of tax returns, which are near-term headwinds at best. A key strength of Target is that it, simply put, isn’t Walmart NYSE: WMT. Nothing against Walmart, but it's a larger, noisier, brightly lit often more crowded environment that can lead to exhaustion and burnout. Consumers tired of one will return to the other, helping sustain the company’s strength. Reasons consumers choose Target over other retailers include a superior brand image and a comfortable in-store atmosphere. Target Outperforms in Q1 and Raises Guidance: Analysts Yawn Target had a solid quarter in Q1, growing revenue by 6.7% and outperforming the consensus by 300 basis points (bps). The strength was broad-based, driven by 4.7% in-store and 8.9% digital comps, with growth across all categories and channels. Margin news was also favorable, reflecting the impact of improving store traffic and operational improvements. Operating margin improved by 70 basis points, accelerating earnings recovery. Adjusted operating income, the measure of core profitability, grew by nearly 30% and adjusted earnings per share (EPS) by 31.5%, including the impact of share buybacks. Guidance is equally strong, meriting a...

财联社5月21日讯（编辑 梓隆）， 今日（5月21日）， 大金融 板块热度较高，其中，建设 银行 上涨近2%，股价站上10元大关，并创 历史新高 。量能数据方面， 建设银行 全天成交额15.9亿元，在年内行情中位居次高纪录，仅低于3月3日（18.26亿元）。 注：建设银行今日股价创历史新高（截至5月21日收盘） 年内跑赢板块均值，融资余额保持平稳 相较于整体处于震荡态势的银行板块，建设银行今年以来表现更为活跃。截至今日收盘，建设银行年内累计上涨近8.3%，优于板块均值表现（下跌2.2%），稍低于全市场个股表现（上涨8.5%）。受近期缓步走高提振，建设银行目前总市值达2.04万亿元，在A股市值排行榜中位居第三，仅次于 工商银行 、 农业银行 。 从资金面来看，截至5月20日数据，建设银行近期融资余额保持平稳，基本维持在12亿元左右。若以年内行情统计，建设银行此前于3月6日一度录得融资余额14.55亿元，为2023年5月以来近2年高位。目前，建设银行的融资余额规模在42只银行股中位居第17位，处于中间位置。 注：建设银行近期融资余额变动情况（截至5月20日数据） 具体个股来看，银行板块（38只两融标的）融资余额近800亿元。其中， 招商银行 、 兴业银行 2股唯二融资余额超100亿元，分别达122.13亿元、111.08亿元。同时， 民生银行 、 平安银行 、 江苏 银行、 浦发银行 、 北京 银行、工商银行、 杭州 银行、 华夏银行 、 宁波银行 等股融资余额规模也相对居前。 注：融资余额居前的银行股（截至5月20日数据） 板块估值情况一览，这些标的股息居前 受年内走高提振，建设银行估值数据水涨船高，截至今日收盘，其当前市盈率、市净率分别达7.69倍、0.74倍，较去年年末的7.2倍、0.7倍均有小幅提升。目前，42只银行股目前均仍处于破净状态，其中，宁波银行、 成都 银行、 杭州银行 、招商银行、农业银行市净率居前，且均有0.8倍以上。 从股息率数据上看，累计共有16只个股目前股息率在5%以上。其中，兴业银行、招商银行、 长沙银行 、工商银行、 光大银行 、华夏银行股息率相对居前，分别达9.4%、8.1%、6.7%、6.6%、6.1%、6.0%。而 郑州银行 、建设银行、 中国银行 、 江阴银行 、 交通银行 、 邮储银行 、 西安银行 、 青岛银行 目前股息率不足...

近日，军队采购网发布关于对山东高速信息集团有限公司（简称“山东高速信息集团”）的暂停处理公告，山东高速信息集团因“围标串标”被暂停参加相应范围军队物资工程服务采购活动资格，暂停处理生效范围为全军范围。根据处理信息，自暂停发布之日起，暂停供应商其法定代表人、自然人控股股东和其他关联人员控股或管理的其他企业参加相应范围军队物资工程服务采购活动资格，暂停授权代表代理其他供应商参加相应范围军队物资工程服务采购活动资格。（澎湃）

In this article EN-FR Follow your favorite stocks CREATE FREE ACCOUNT The CEO of one of France's biggest engineering groups told CNBC that Europe mustn't rely on U.S. infrastructure, warning of "dangerous" over-reliance on infrastructure like Elon Musk 's Starlink. "There [are] two things for the future where we need [Europe to] realize how big it is. This is AI, and this is satellite," Bouygues CEO Olivier Roussat told CNBC's "Squawk Box Europe" on Thursday. "Europe doesn't realize exactly how dangerous it is to just rely on the American infrastructure." Paris-based Bouygues does business in the construction sector, transport, and telecommunications. The company is fronting telecoms consolidation attempts in France, where operators have engaged in intense price competition, which has put pressure on their bottom lines. "It's not sure that we absolutely need to get a Starlink or something like this," Roussat said, adding that Europe needs something "to get some sovereignty." Starlink, a division of the Musk-run company SpaceX, currently dominates the global satellite internet service and operates a constellation of around 10,000 satellites. SpaceX is planning to list on Nasdaq in what could be the biggest IPO ever . Read more ‘A matter of national survival’: Europe accelerates bids for digital sovereignty SpaceX's historic IPO plans: Billions in losses and Musk's massive ownership Bezos says 2-3 year timeline for space data centers is a 'little ambitious' SpaceX is poised to be the biggest IPO ever. Here are the top U.S. deals to date Roussat pointed to Europe's vulnerability to a non-state actor, like Starlink, having the power to single-handedly cut off the continent's connectivity. In April, Bouygues made a cash bid for the largest share in rival operator SFR for a total deal value of 20.35 billion euros ($23.6 billion), in what would be the largest European telecoms deal in recent years. In a joint bid with peers Free–iliad Group and Orange, Bouygues Telecom wou...

Micron and SK Hynix Stocks Rise. The Memory-Chip Boom Is Back. Barron's

Company Logo Quantum networking offers vast opportunities in secure communication, leveraging quantum entanglement to surpass traditional encryption. Its growth is driven by cybersecurity needs, government investment, and advancements in quantum hardware. Key sectors include finance, defense, and healthcare, with North America leading the market. Dublin, May 21, 2026 (GLOBE NEWSWIRE) -- The "Quantum Networking Market, Till 2035: Distribution by Type of Offering, Type of Application, Type of End User, and Geographical Regions: Industry Trends and Global Forecasts" report has been added to ResearchAndMarkets.com's offering. The global quantum networking market size is estimated to grow from USD 1.15 billion in the current year to USD 42.11 billion by 2035, at a CAGR of 43.40% during the forecast period, till 2035. Quantum networking is rapidly emerging as a transformative industry, gaining momentum due to its potential to redefine secure communication and computational capabilities across digital ecosystems. By leveraging the principles of quantum mechanics, such as quantum entanglement, quantum networks enable the secure transmission of information in ways that surpass the capabilities of classical networking systems reliant on traditional encryption methods. This paradigm shift not only enhances data security but also supports highly complex computational processes, positioning quantum networking as a critical enabler of next-generation digital infrastructure. Consequently, increasing government investments and growing recognition of its strategic advantages are expected to drive exponential market growth in the coming years. Rising cybersecurity threats across sectors, particularly in government, defense, and financial services, are further accelerating the adoption of quantum networking solutions. Further, the integration of quantum technologies with existing telecommunications infrastructure is unlocking new opportunities for ultra-secure and highly efficient dat...

Micron and SK Hynix stocks rise. The memory-chip boom is back. MSN

Micron Technology stock was rising on Thursday, signaling to investors that the memory-chip trade is back on as rival Samsung Electronics agreed a last-minute deal to avert a strike. Micron climbed 1.5% to $743 ahead of the opening bell. Futures tracking the were flat as investors tried to make sense of Nvidia first-quarter earnings.

格隆汇5月21日｜美国知名商业杂志Inc.分析师Phil Rosen表示，英伟达(NVDA.US)公布的财报数据又一次轻松超越了华尔街的盈利预期，让对AI泡沫的担忧至少再平息一个季度。所有关于超大规模厂商资本支出、数据中心建设以及科技领导地位的争论和看空预测，都在这一份惊艳的资产负债表面前烟消云散。在2026财年第一季度，英伟达数据中心业务单独贡献752亿美元，约占总收入的92%。超大规模买家贡献380亿美元；而新拆分的AI云、工业及企业板块贡献了372亿美元，环比增长31%。将业务按云、工业和企业进行新划分表明，英伟达正在告诉投资者：驱动业务的已不再是少数几家超大规模厂商。与此同时，英伟达将季度股息提高25倍至每股0.25美元，并新增800亿美元的回购计划。总之到目前为止，这家公司几乎没有给出任何令人担忧的理由。而数据表明，这种情况短期内不太可能改变。

据伊朗学生通讯社21日报道，伊朗“正在回应美方发来的谈判文本”，目前在讨论该文本的“总体框架、部分细节以及作为保障的信任建立措施”。报道说，美方谈判文本在一定程度上“缩小了分歧”，但进一步缩小分歧“需要美方摒弃战争倾向”。报道说，巴基斯坦陆军参谋长穆尼尔将到访伊朗，旨在推动伊朗与美国缩小分歧，促成双方达成正式谅解备忘录。（新华社） 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。

新华社援引伊朗学生通讯社21日报道称，伊朗“正在回应美方发来的谈判文本”，目前在讨论该文本的“总体框架、部分细节以及作为保障的信任建立措施”。 报道说，美方谈判文本在一定程度上“缩小了分歧”，但进一步缩小分歧“需要美方摒弃战争倾向”。 报道说，巴基斯坦陆军参谋长穆尼尔将到访伊朗，旨在推动伊朗与美国缩小分歧，促成双方达成正式谅解备忘录。 另据伊朗光明通讯社21日早些时候报道，伊朗外交部发言人巴加埃表示，伊方“正在评估”美方通过巴基斯坦转交的最新谈判意见。 与此同时，巴基斯坦在美伊双方积极调停。 央视新闻21日报道，巴基斯坦内政部长穆赫辛·纳克维同伊朗外长阿拉格齐在伊朗首都德黑兰举行会谈。双方就双边关系及共同关心的热点问题进行了讨论。 据 华尔街见闻 此前文章，特朗普周三表示，美国与伊朗的谈判已进入“最终阶段”，并重申战争将“非常迅速”结束。与此同时，媒体报道称，部分油轮已开始重新通过霍尔木兹海峡。 据报道，伊朗伊斯兰革命卫队海军周三称，过去24小时内，包括油轮、集装箱船和其他商船在内的26艘船只在与伊朗的协调下通过了霍尔木兹海峡。此外，据周三早间的新华社报道，英国航运媒体周二在社交媒体援引追踪数据称，5月11日至17日，至少有54艘船穿越霍尔木兹海峡，前一周仅有25艘。 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。

Indonesian palm oil prices tumbled after President Prabowo Subianto unveiled plans to impose state control over exports of several key commodities, including the edible oil. The Southeast Asian nation produces more than half of the world’s palm oil and the plan would require all exports to go through a government-created company. The move is aimed at curbing under-invoicing and giving authorities a greater say on price , but also risks alienating buyers. The slump reflects confusion in the market . Bidders have pulled back from tenders on fears the restrictions may slow down shipments and swell stockpiles, while some sellers have slashed prices to quickly clear supplies before the rules take effect, according to traders. Daily bids for crude palm oil at Dumai port were as low as 11,777 rupiah ($0.67) a kilogram on Wednesday after the policy was announced, about 23% less than a day earlier, said the traders, asking not to be named as they are not authorized to speak to the media. That translated to a decline of about $50 a ton from prices tendered the day earlier, and is the biggest daily drop in several weeks, they said, Bids on Thursday were even lower at around 8,000 rupiah, the traders said. “Tender offer prices for Indonesian crude palm oil fell sharply as buyers turned cautious,” said Warren Tay, a trader at Kuala Lumpur-based Eco Palm International Sdn. Indonesian agencies, however, will likely quickly intervene to help the local palm market return to normal, he said. The Indonesian daily prices refer to physical crude palm oil offered by state-linked plantation groups through the local tender system, where refiners, traders and exporters submit bid for spot cargoes. The price is closely watched as a real-time indicator of domestic supply and demand in Indonesia. Read More: Prabowo’s Biggest Crackdown on Tycoons Shocked His Own Officials For now, the sharp tumble in Indonesian prices has made its palm cheaper than neighboring Malaysia. However, in the longer t...

格隆汇5月21日｜摩根士丹利将Palo Alto Networks的目标价从223美元上调至253美元，维持“增持”评级。(格隆汇)

Uber, JSW Group tie up to deploy EVs in India's ride-hailing market Reuters

Beata Manthey, European equity strategy head at Citi, discusses the bond market selloff and says it is "not necessarily bad" for index-level equities. "EPS growth in Europe for the index-level is going up, not down," Manthey tells Bloomberg Television. "But it is happening in this very narrow fashion." (Source: Bloomberg)