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[东莞证券]建材行业双周报:城市更新“十五五”规划发布,加大改造将支撑建材需求

东方财富 📅 06/01 00:00
建材周观点: 水泥: 国务院《城市更新“十五五” 规划》 近日发布, 明确改造目标:危旧房50万套、 老旧小区11.5万个、 城中村4000个, 叠加专项债发行同比提升, 未来基建投资有望进一步加速落地, 这均对水泥需求带来直接拉动作用。 而另一方面, 受煤炭等原燃材料价格上涨, 叠加区域水泥价格基本处于成本线低位, 企业经营承压, 涨价意愿强烈。 预计全年水泥需求仍承压, 但需求降幅将收窄。 同...

[东莞证券]基础化工行业双周报:国家发改委预计今年迎峰度夏期间能源供需总体平衡

东方财富 📅 06/01 00:00
投资要点: 行情回顾:截至5月29日,近两周申万基础化工指数下跌7.4%,跑输沪深300指数8.0个百分点,在31个申万行业中排第25名;年初至今,申万基础化工指数上涨3.9%,跑输沪深300指数1.7个百分点,在31个申万行业中排第11名。 分板块来看,近两周申万基础化工指数的子板块涨少跌多,其中仅非金属材料板块上涨8.6%;6个子板块下跌,化学原料板块下跌10.7%、化学纤维板块下跌9.5%、...

[华源证券]农林牧渔行业周报:生猪产能调控政策持续落地,行业指数回调至阶段性低位

东方财富 📅 06/01 00:00 3750.HK
投资要点: 生猪:板块回调至阶段性低位,产能调控政策持续落地,周期反转或临近 SW生猪养殖板块本周跌2.4%,市场预期偏弱、板块回调已至近两年低位。产能调控政策持续落地,短期猪价仍弱势震荡,周期拐点预计临近。 1)行业能繁基准降至3750万头、政策加码加强周期反转确定性,5月18日农业农村部开会部署落实新修订的生猪产能综合调控实施方案,将派出7个工作组赴生猪主产省份督促政策落地。本周板块下跌超2%...

[东吴证券]宏观深度报告:恒生科技ETF,2026年5月复盘及6月展望

东方财富 📅 06/01 00:00
市场表现回顾: 走势复盘:自2026年4月30日至2026年5月29日,恒生科技指数整体呈现出“月初冲高、月中回落、下旬低位震荡”的运行格局。区间累计上涨0.27%,成交额约15603.63亿港元。 估值分析:截至2026年5月29日,恒生科技指数的市盈率(PE-TTM)为20.54倍,位于指数成立以来(2020年7月27日至2026年5月29日)的10.30%历史分位数,处于历史估值相对低位。 ...

[蔚云出海(广州)企业咨询]「宠物毛发护理」2026年5月市场报告

东方财富 📅 06/01 00:00
在一级类目【宠物】类目中,【宠物美容】销售额排销售量排名第5 ,销量环比增长排名第2 在一级类目【宠物】类目中,【宠物美容】新增评论数排名第 1 ,新增互动数排名4

[中银证券]医药生物行业周报:关注脊柱续标进展

东方财富 📅 06/01 00:00
申万医药生物指数在2026.05.25-2026.05.29下跌2.64%,在申万一级行业中排名第16名。同期沪深300指数上涨0.97%,医药生物指数跑输沪深300指数3.61个百分点。从医药生物子板块来看,近一周各子板块指数均跑输沪深300指数。后集采时代,相关降价影响边际减弱,国产头部企业有望凭借规模化生产优势和成本管控能力,持续扩大领先优势。集采降价加大骨科手术可及性,以价换量效应加速兑现...

[东吴证券]公用事业行业跟踪周报:南方区域用电负荷创历史新高,“人工智能+”能源高价值场景试点申报开展

东方财富 📅 06/01 00:00
投资要点 本周核心观点:1)南方区域用电负荷创历史新高。根据国家能源局,南方地区因经济持续向好叠加高温高湿天气等因素,用电负荷四创历史新高,创新高日期较去年大幅提前45天。目前,南方地区用电形势总体平稳,未出现需求响应和有序用电情况。从用电需求来看,今年以来,南方地区用电需求保持旺盛增长态势。5月25日至28日,南方区域连续四日创新高。南方区域最大负荷四天内快速攀升约3900万千瓦,达2.75亿千...

[东吴证券]环保行业跟踪周报:SAF价格创新高看好废油脂增值潜力;算力跨界/算电协同/半导体治理共驱环保AI+

东方财富 📅 06/01 00:00
投资要点 重点推荐:龙净环保,高能环境,赛恩斯,瀚蓝环境,绿色动力环保,绿色动力,海螺创业,永兴股份,光大环境,军信股份,粤海投资,美埃科技,九丰能源,宇通重工,景津装备,新奥能源,昆仑能源,三峰环境,兴蓉环境,洪城环境,中国水务,伟明环保,蓝天燃气,新奥股份,金科环境,英科再生,路德科技。 建议关注:大禹节水,联泰环保,旺能环境,北控水务集团,碧水源,浙富控股,中山公用。 欧洲SAF价格创新高,...

[万和证券]万和财富早班车

东方财富 📅 06/01 00:00 981.HKTSLA.O
一、宏观消息汇总 1.《关于进一步深化国资国企改革的方案(2026—2029年)》已经下发,制定符合集团公司发展实际的改革方案和改革台账。 2.多地电力负荷连创新高算力用电年均或增超千亿度绿电直连开启消纳“第二通道”。 3.我国科学家为细胞信号“导航”开辟新路径,这项研究首次将“相分离”机制与GPCR的区域化信号直接联系起来。 二、行业最新动态 1.预计“十五五”时期全国算力用电量年均新增1000...

Bank of England’s Greene sees tokenised deposits replacing stablecoins

Investing 📅 05/31 23:55

Fed’s Waller says stablecoins could extend reach of U.S. monetary policy

Seeking Alpha 📅 05/31 23:54
Federal Reserve Governor Christopher Waller said the growing use of dollar-backed stablecoins could strengthen the global influence of U.S. monetary policy, while reiterating his skepticism toward central bank digital currencies, or CBDCs. Speaking at a conference in Dubrovnik, Croatia, Waller said countries that increasingly rely on stablecoins tied to the U.S. dollar may effectively import U.S. ...

Sublime AI Law Mastery Unveiled to Resolve Historic Camp Lejeune Backlog (Veterans First For America)

Yahoo 📅 05/31 23:54 GOOG.O
ACTi Law Pro Webinar question submitted by law intern answered by GOOG quantum AI wizard’s predicts Revolutionary Path to combined AI Law tools from AI-119 QAIA & Athena AI platforms, to offer a solution for over 440,000 CLJA Veteran claimants caught up in courts RALIEGH, N.C., May 31, 2026 (GLOBE NEWSWIRE) -- A groundbreaking architectural design, modeled super AI Law notion using Google AI, reve...

Former Barclays CEO Jes Staley agrees to July 23 interview about Jeffrey Epstein by Oversight panel

CNBC 📅 05/31 23:53 2015.HK
Former CEO of Barclays, Jes Staley, arrives at the High Court in London, United Kingdom, on March 14, 2025. Staley is challenging his ban from the UK finance sector over his ties to Jeffrey Epstein. Tayfun Salci | Anadolu | Getty Images Jes Staley , the former JPMorgan Chase executive and ex- Barclays CEO, has agreed to be interviewed on about his relationship with notorious sex offender Jeffrey E...

One Google Employee Used The Company’s Internal Data To Bet On Polymarket And Won $1.2M, DOJ Says

Yahoo 📅 05/31 23:50 GOOG.O
US prosecutors alleged a Switzerland-based Google employee wagered $2.75 million through a Polymarket account named “AlphaRaccoon” between October and December last year.

United flight forced to turn around because of a Bluetooth speaker name

The Verge 📅 05/31 23:50
An hour in flight UA236 returned to Newark. | Screenshot: The Verge United flight 236 from Newark to Palma de Mallorca on Saturday night was forced to turn around just an hour after takeoff due to security concerns around a Bluetooth signal. Multiple Redditors claimed to be on the flight and reported that the crew repeatedly requested passengers to turn off their Bluetooth. According to one poster...

DRAM Memory Boom: Why Micron Stock Could Still Double - Yahoo Finance

Google 📅 05/31 23:50 MU.O
DRAM Memory Boom: Why Micron Stock Could Still Double Yahoo Finance Move Over, Nvidia: 1 AI Stock Just Posted Its Best Day Since 2011 -- and Wall Street Says It's Still Cheap. The Motley Fool Micron Isn’t Nvidia. It’s Time to Take Your Foot Off the Gas with MU Stock. Barchart.com

DRAM Memory Boom: Why Micron Stock Could Still Double

Nasdaq 📅 05/31 23:50 MU.O
Key PointsThe company's market capitalization already is north of $1 trillion.

WHO calls for community cooperation to contain DRC Ebola outbreak

The Guardian 📅 05/31 23:49
Tedros Adhanom Ghebreyesus makes appeal after protests against protocols for handling bodies in Ituri province Containing the Ebola outbreak in the Democratic Republic of Congo requires community cooperation and is “everybody’s business”, the World Health Organization has said. Tedros Adhanom Ghebreyesus , the organisation’s director general, made the plea on Sunday during a visit to eastern Congo...

SpaceX Cuts Valuation to $1.8 Trillion, Still on Track for World's Largest IPO

Bloomberg 📅 05/31 23:49
SpaceX is targeting a valuation of at least $1.8 trillion in its initial public offering, according to sources, after Bloomberg News reported in April that SpaceX was aiming for a valuation above $2 trillion. Bloomberg's space and aviation managing editor Benedikt Kammel joined David Gura and Christina Ruffini on Bloomberg This Weekend to discuss. (Source: Bloomberg)

格隆汇5月31日|乌克兰总统泽连斯基:我认为这种合作的潜力将是巨大的,有可能成为全球同类合作中最强大的项目。我们需要展开谈判,而不仅仅是停留在讨论层面。...

格隆汇 📅 05/31 23:49
格隆汇5月31日|乌克兰总统泽连斯基:我认为这种合作的潜力将是巨大的,有可能成为全球同类合作中最强大的项目。我们需要展开谈判,而不仅仅是停留在讨论层面。应当采取必要措施,并尽快推动这项合作落地。

格隆汇5月31日|乌克兰总统泽连斯基:美国企业拥有我们所不具备的先进人工智能技术。而反过来,由于我们积累了丰富的实战经验,我们也掌握着许多美国人所没有的...

格隆汇 📅 05/31 23:49
格隆汇5月31日|乌克兰总统泽连斯基:美国企业拥有我们所不具备的先进人工智能技术。而反过来,由于我们积累了丰富的实战经验,我们也掌握着许多美国人所没有的能力和经验。

KalVista's (KALV) Chief Development Officer Sells 33,800 Shares for $905,000

The Motley Fool 📅 05/31 23:48
Christopher Yea, Chief Development Officer of KalVista Pharmaceuticals (NASDAQ:KALV) , reported the exercise of 33,800 options into common stock and the immediate sale of those shares for a total value of approximately $905,000, according to a SEC Form 4 filing covering trades on May 27, 2026. Transaction and post-transaction values based on SEC Form 4 weighted average purchase price of $26.78 on ...

Shot fired as officer struck by stolen police car

BBC News 📅 05/31 23:48
A PSNI officer is seriously injured and a man is arrested on suspicion of attempted murder.

格隆汇5月31日|乌克兰总统泽连斯基:我们原本希望与美国达成首份无人机协议。美方希望测试我们所有类型的无人机。我们同意按照他们提出的方式,对我们的系统进...

格隆汇 📅 05/31 23:48
格隆汇5月31日|乌克兰总统泽连斯基:我们原本希望与美国达成首份无人机协议。美方希望测试我们所有类型的无人机。我们同意按照他们提出的方式,对我们的系统进行测试、训练和使用,包括在空中、陆地和海上环境中的应用。

格隆汇5月31日|美国总统特朗普:白宫舞厅屋顶的无人机港口可能将成为世界上最先进的设施!它将长期保障我国首都华盛顿特区的安全。

格隆汇 📅 05/31 23:48
格隆汇5月31日|美国总统特朗普:白宫舞厅屋顶的无人机港口可能将成为世界上最先进的设施!它将长期保障我国首都华盛顿特区的安全。

Arsenal put Champions League anguish to one side with open-top bus parade

The Guardian 📅 05/31 23:47
Hundreds of thousands of fans line streets in London Gabriel pays tribute to supporters after final agony Gabriel Magalhães admitted Arsenal’s Champions League penalty shootout defeat was “painful”, but the Gunners quickly put the disappointment to one side as fans descended on north London to attend an open-top bus parade. Gabriel missed the crucial spot-kick against Paris Saint-Germain as the Fr...

A Look Inside the Epicenter of the Ebola Outbreak

Bloomberg 📅 05/31 23:46
New York Times Chief Africa Correspondent Declan Walsh joined David Gura and Christina Ruffini on Bloomberg This Weekend to discuss his on the ground reporting from an Ebola treatment ward in Mongbwalu, Democratic Republic of Congo. (Source: Bloomberg)

CPKC maintains rail operations as Canadian signal workers begin strike

Seeking Alpha 📅 05/31 23:45
Marvin Samuel Tolentino Pineda/iStock Editorial via Getty Images Canadian Pacific Kansas City ( CP ) said it has activated contingency plans to keep trains running across Canada after a union representing approximately 300 signal and communications employees launched a strike Sunday. The International Brotherhood of Electrical Workers (IBEW) Canadian Signals and Communications System Council No. 1...

资源存量趋紧 锡产业链加速向循环化发展

格隆汇 📅 05/31 23:45
格隆汇5月31日丨据央视财经,业内预计,按当前开采速率,全球锡矿仅够开采15年,国内锡矿仅够开采12年左右。由于原生资源存量不足、海外供给不确定性增强,这使得很多生产企业开始转向金属锡回收。目前,我国头部锡企已全面布局循环产业链,打造 “矿山开采、冶炼加工、废料回收、再生利用”的闭环,通过技术攻关提升废旧电路板、锡渣、尾矿的回收利用率,持续提高再生锡供给占比。

Your Social Security Checks Could Get a Huge Boost in 2027. How That Could Affect You if You Live in 1 of the 8 States That Taxes Benefits.

The Motley Fool 📅 05/31 23:45
Your Social Security checks will get a boost in 2027, and it could be a substantial one based on the latest cost-of-living adjustment (COLA) estimates. Recent projections from The Senior Citizens League (TSCL), a nonpartisan senior group, estimate the COLA at 3.9%, which would add about $81 to the average monthly benefit as of April 2026. That said, the extra cash may not have the positive effect ...
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