Commonwealth of Pennsylvania Public School Empls Retrmt SYS Sells 6,722 Shares of Oracle Corporation $ORCL MarketBeat

MiniMax Group, the Chinese artificial intelligence model company, has officially kicked off plans to sell shares in mainland China. This offers onshore investors access to AI players beyond chipmakers and completes a dual-listing status in addition to Hong Kong. The Shanghai-headquartered company signed an agreement with Citic Securities on Friday, hiring the brokerage to help prepare for a sale of yuan-denominated shares. While other details on the listing are scant, it is widely expected that...

The stock is down more than 30% this year.

Key PointsSalesforce's Agentforce is seeing strong momentum but still accounts for a small share of Salesforce's overall revenue.

炒作还是转型? 放在 5 年前，莲花控股这家公司，恐怕很少有人会多看一眼。 彼时的莲花，刚刚从持续多年的债务中 挣脱 ，赖以起家的味精业务市场份额不断被蚕食， “ 味精大王 ” 的 名头 早已成为历史。 然而，今年的情况大不一样。 3 月以来，莲花控股多次涨停，在近两个月的时间里，公司股价直接翻倍。 然而近 3 个交易日，莲花控股接连大跌，累计跌幅超过 20% ，甚至一度跌停。 究其原因，是过去一段时间里，莲花控股上演的跨界大戏。 26 日，莲花控股 同时发出两份公告，一份是对外投资上海阶跃星辰智能科技的公告，另一份则是 关于股价上涨的风险提示 ，第二天，莲花控股直接跌停，随后就两天继续明显大跌。 这到底是怎么了？ 01 从财务报表来看，莲花控股近几年的经营数据确实不差。 2025 年年报显示，公司全年实现营业收入 34.52 亿元，同比增长 30.45% ；归母净利润 3.09 亿元，同比增长 52.59% 。 2026 年一季度，公司营收和净利仍旧维持双位数增长。 然而，即便主业表现回春，这样的增速依然难以支撑其近 60 倍的估值。 是什么让这支沉寂多年的老牌消费股突然成为资本市场的宠儿？ 答案源于莲花控股在过去三年里的三连跨界 ——算力租赁、 AI 一体机、半导体材料。 2023 年，莲花控股宣布进军算力租赁业务，此后又相继布局 AI 一体机和半导体材料，喊出“消费 +AI 科技”双轮驱动的口号。 在连续地大力投入算力和 AI 后， 2025 年， 莲花的 算力服务业务实现营收 1.22 亿元，同比增长 51.13% ，毛利率高达 46.07% 。 然而，从整体业务大盘来看，算力业务 1.22 亿元 的营收 在总营收中 占比仅 3.53% ，且负责该业务的子公司莲花紫星连续两年亏损。 更令人担忧的是，公司 2025 年曾签订一份价值 5.55 亿元的算力服务合同 ， 占 到了 销售合同总金额的 82.67% 。 但 这笔合同在短期内就宣告终止，直接导致公司超过八成的算力合同作废。 上交所 甚至还 为此发出监管工作函，要求公司说明算力业务开展不及预期的原因。 可见，莲花控股 算力业务的实际落地情况，远没有 纸面上 看起来那么光鲜。 为什么市场对于莲花控股情有独钟？ 这是因为， 2020 年重整后，莲花控股战略转型的核心逻辑 ，有一个相当明确的参考对象 —— 日本...

3 Core AI Stocks to Buy With $1,000 and Hold for the Next Decade AOL.com

格隆汇5月31日｜耐普矿机(300818.SZ)公告称，公司与紫金矿业集团股份有限公司签订《战略合作协议书》，合作期限为2026年5月14日至2029年5月13日。双方将在产品采购、海外项目协同、科研开发等领域深化合作，紫金矿业在同等条件下优先选择耐普矿机作为选矿设备及耐磨备件核心供应商。该协议为框架性协议，不涉及具体金额，对公司经营业绩的影响存在不确定性。

格隆汇5月31日｜大金重工(002487.SZ)公告称，公司及子公司与希腊、挪威船东签署4艘散货船建造合同，总金额约3亿美元(折合人民币约20.5亿元)，预计2029年分批交付。

Five workers died after a collapse at a mine in southwestern China, underscoring persistent safety issues and increased scrutiny following a gas blast at a coal mine in Shanxi earlier this month that killed at least 82 people. An illegal excavation site collapsed in Huize County, Yunnan province, at about 4:30 a.m. local time on Sunday, trapping six workers, Xinhua News Agency reported, citing local authorities. Rescue teams retrieved the victims from the site and rushed them to hospital, but five later died from their injuries. The condition of the survivor is stable. Investigations are ongoing as officials assess accountability, Xinhua said. The latest incident comes after the deadly May 22 gas explosion in Shanxi that also injured more than 120 people and marked China’s deadliest mining disaster in over a decade. The latest collapse also follows a national safety meeting chaired by Premier Li Qiang on Saturday. Li warned that frequent accidents in some regions and sectors have caused heavy losses, urging officials to step up inspections, crack down on violations and falsification, and tighten oversight in high-risk industries including mining, fireworks, transport and construction. Yunnan is a major coal-producing province in southwestern China, with significant lignite reserves. China’s Premier Urges Tougher Safety Checks Following Accidents China Coal Mine Blast Tests Limits of Xi’s Energy Security Push

洁美科技公告，公司将于2026年6月23日赎回“洁美转债”，赎回价格为101.27元/张（含息税）。赎回资金到账日为2026年6月30日。赎回登记日为2026年6月22日，停止交易日为2026年6月17日，停止转股日为2026年6月23日。根据《募集说明书》中关于有条件赎回条款的约定，自2026年5月11日起至2026年5月29日，公司股票已有15个交易日的收盘价不低于当期转股价格的130%（含）。

泰恩康公告，控股子公司江苏博创园生物医药科技有限公司自主研发的1类创新药CKBA乳膏玫瑰痤疮适应症IIa期临床试验完成全部受试者入组，获得积极有效的初步试验数据，公司拟提前启动IIb期临床试验。

大金重工公告，近日，大金重工股份有限公司及下属子公司唐山大金海工海洋工程有限公司，与希腊某船东、挪威某船东各签署了两份散货船建造合同，公司将为前述两家船东设计、建造、交付合计4艘211,000DWT（载重吨）的散货船，每艘船总长约299.95米、型宽约50米、型深约25米。以上4艘船舶建造合同的总金额约3亿美元（折合人民币约20.5亿元）。上述船舶订单将于2029年分批交付。

耐普矿机公告，公司近日与紫金矿业签订《战略合作协议书》。双方将建立深度战略合作关系，实现资源、技术、产能、市场深度融合。协议期限为3年，自2026年5月14日起至2029年5月13日止。

英国工党领袖角逐者韦斯・斯特里廷表态支持在北海新增油气开采项目，同时提议下调雇主缴纳的国民保险税，此举意在与基尔・斯塔默政府的政策划清界限。 斯特里廷在接受媒体采访时表示，下调雇主国民保险税，有望激励企业聘用更多年轻人；而扩大北海开采规模，则能增加税收收入。 他称：“我们必须在全球范围内更加重视气候变化，大力发展可再生能源。但英国有时会陷入逞强领跑的误区，到头来损人不利己，也无法为全球减排大局作出实质贡献。” 北海油气开发问题正不断给工党政府施压。民粹右翼政党英国改革党已在民调中领跑一年有余，该党副主席一直主张英国加大北海开采力度，并开展页岩气水力压裂作业。 据知情人士透露，工党内部多名内阁大臣也对扩大北海油气开采持开放态度，他们私下质疑能源大臣埃德・米利班德全力推行绿色能源技术的做法是否妥当。 当被问及是否支持发放新的开采许可时，斯特里廷对媒体给出了肯定答复：“我支持。我认为埃德最终大概率也会做出同样选择。如果结果并非如此，我反而会感到意外。” 本周早些时候，前工党首相托尼・布莱尔发表文章，呼吁降低燃油价格、推进北海开采，同时批评本届政府施政方向模糊，并警示党内试图罢免斯塔默的行为是在 “玩火”。 斯特里廷并不认同布莱尔的大部分观点，但双方均认为，如今企业聘用年轻人的门槛过高。他表示：“我们要降低企业雇佣年轻人的成本，鼓励企业愿意为新人承担用工风险。” 责任编辑：江学思

Broadcom (AVGO) Reports Wednesday. Wall Street Expects 140% AI Revenue Growth. Money Morning

Uganda said the African Development Bank has tentatively allocated about $650 million to partly fund the construction of a railway linking the capital, Kampala, to Malaba at the Kenyan border. Abdul Kamara, the bank’s vice president in charge of regional development, integration and business delivery, announced the pledge at a meeting with a Ugandan delegation at the lender’s annual meeting in Brazzaville, in the Republic of Congo, Uganda’s Finance Ministry said on X. The final project financing arrangement will be concluded during a mission appraisal next month, it said. Uganda has struggled to raise financing for the 272-kilometer standard gauge railway project. It awarded the €2.7 billion contract to Turkish firm Yapi Merkezi Insaat VE in 2024, following the cancellation of a deal with China Harbour Engineering Co. after eight years of trying and failing to secure Chinese loans. Uganda Plans €405 Million Debut Sukuk for Rail Shunned by China Railways Emerge as a New Investment Frontier: Next Africa Uganda, Yapi Merkezi Rail Deal to Take Full Force in Early 2026 Uganda expects to fund the construction of the railway using loans from export credit agencies and development finance institutions. Last year it said the Islamic Development Bank had pledged $400 million for the project.

既要理解硬科技产业的长期发展潜力，也要警惕高位标的回调风险。 就在AI科技浪潮集体狂欢之际，一个新的变化正在悄然发生。 第一财经根据Wind数据统计发现：5月份的最后一周，全市场成交额排名前300的个股，其合计成交金额占A股市场总成交金额的比例越来越高，最高超过51%，也就是说，在全市场5500多个股中，前5.5%的个股正吸走市场一半的资金。 而且，该交易集中度从年初以来越演越烈，筹码大量集中在少数科技龙头身上，这是否意味着预警信号的出现？对此，多位受访人士认为，当前A股处于交易偏极值的水平。不过，极致分化后市场未必直接转向，但的确存在阶段性风格轮动与板块切换的可能性。 前5.5%的个股正吸走市场一半资金 如果以每个交易日成交额前300只个股作为衡量维度，可以清晰地发现，全市场的交易拥挤度正越来越高。 Wind数据显示：今年1月份至3月份，每个月的前300只个股成交额分别占当月A股市场总成交额的41.4%、43.11%、41.69%，基本在41%至43%左右波动。 4月份，市场交易额骤然集中，当月前300只个股的交易额占比突破44%，达到44.62%，5月份至今更是超过了46%。 尤其是本周，筹码越加向前靠拢，5月25日至5月29日，前300只个股的日成交额占比分别为49.4%、50.2%、51.04%、50.47%和50.01%。市场半数资金集中在前5.5%的个股身上。 与去年相比就更加明显。2025年每个月成交额前300只个股的交易额占比基本在30%至40%左右浮动，去年1月份最近仅为28%。 而且，前300只个股的月度总成交金额也远高于去年，今年1月至5月分别为25万亿元、14万亿元、21万亿元、22万亿元、26万亿元，剔除2月份春节因素外，几乎每个月都超过20万亿元。而去年，仅9月份前300只个股的月度总成交金额超过20万亿元。 招商基金市场支持与管理部专业副总监黄亮对第一财经表示，从历史数据横向比较，当前少数头部个股吸纳过半成交的格局，已处于2007年以来的历史极值区间。 黄亮解释说，市场普遍将“前5%个股成交占比超45%”视作流动性集中度的经验警戒线。从5月下旬均值看，A股前5%个股成交集中度已升至46.5%左右，突破经验线，体现出市场分化程度加剧。而复盘 A 股历史，该指标多次在市场关键节点走高，如2007年牛市高位阶段，头部个股成交占比达到近50%，...

Key PointsThe company's revenue has grown strongly, with big deals inked.

3 Core AI Stocks to Buy With $1,000 and Hold for the Next Decade The Globe and Mail

There are still several AI stocks that look like excellent picks.

Key PointsTaiwan Semiconductor is a major player in the AI world.

Former Scottish first minister says she will not apologise for actions of her ex- husband found guilty of embezzlement Nicola Sturgeon has said feels like she is “serving a sentence for a crime I did not commit” after her former husband and former Scottish National party chief executive, Peter Murrell, admitted embezzling more than £400,000 from the party. Murrell pleaded guilty this week to embezzling the sum from the SNP between 2010 and 2022 to fund a lavish personal lifestyle. Continue reading...

Members of Asean might have conflicting claims in the South China Sea but mutual trust exists in the bloc, Philippine defence chief Gilberto Teodoro Jnr said on Sunday, singling out Beijing as the biggest obstacle to a code of conduct in the disputed waterway. Teodoro delivered strong words for China in the final panel of the Shangri-La Dialogue security forum in Singapore, taking aim at Manila’s long-time maritime rival for disregarding an international arbitral tribunal which ruled in favour...

ORCL Stock Quote Price and Forecast CNN

当地时间31日，以色列国防军发布声明称，以色列北部扎里特地区拉响防空警报，相关情况正在进一步了解中。（央视新闻）

Fab Four are still making waves 60 years on – and upcoming Sam Mendes films are expected to turn the hype up to 11 If anyone needed a reminder of the enduring cultural clout of the Beatles, the past few weeks have provided a glut. Firstly, there’s the small matter of The Boys of Dungeon Lane , Paul McCartney’s 20th solo album, billed as “an adventurous and limber take on guitar music” by the Guardian. When England announced their World Cup squad, the soundtrack was Come Together, played alongside a film of fashionable young people in New York and a clip of a young, puckish John Lennon. The same week Stephen Colbert was played off from his final episode of the Late Show by a Paul McCartney rendition of Hello Goodbye . Continue reading...

The Radiohead guitarist once serenaded a girl with the Smiths and thinks George Michael was a genius. But what is his favourite football song? The first single I bought Ally’s Tartan Army, the 1978 Scottish World Cup song, because England hadn’t qualified. I loved that Scottish team – Alan Rough, Martin Buchan, Gordon McQueen, Kenny Dalglish – and the 10-year-old me got completely swept up in World Cup fever. The first song I fell in love with When I was 17, I fell in love with a girl called Mary, who was this huge Smiths fan. I bought Hatful of Hollow so I could serenade her with William, It Was Really Nothing. I don’t think she adored me quite as much as she adored the Smiths. Continue reading...

A Chinese woman said she was nearly killed by a fishing line while riding past a crowded bridge, sparking safety concerns online. The woman surnamed Wang, from Hangzhou, eastern China’s Zhejiang province, shared her hair-raising experience on the night of May 23. She and her friend were riding electric bikes on a bicycle lane of the Fuxing bridge in the city, when a fishing line suddenly wrapped around her throat. It happened too fast that she did not have time to stop the bike. The line kept...