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募资80亿,AI算力竞赛升级,中科曙光能否抓住国产替代机遇?

36kr 📅 05/29 20:58
5月28日,中科曙光发布公告称,其向不特定对象发行可转换公司债券申请获得上海证券交易所上市审核委员会审核通过。 据悉,2月,中科曙光发布公告称,拟向不特定对象发行可转换公司债券,募集资金总额不超过80亿元,用于面向人工智能的先进算力集群系统项目、下一个高性能AI训推一体机项目、国产化先进存储系统项目。两个月后,上交所受理其发行可转债申请。 作为国内领先的高性能计算和算力服务提供商,中科曙光此次可转...

*ST利达:公司股票可能被终止上市

同花顺 📅 05/29 20:58
*ST利达公告,公司连续2个会计年度财务报告内部控制被出具否定意见的审计报告,公司股票于2026年4月29日起被实施退市风险警示。公司2024年度财务报告内部控制被中兴财光华会计师事务所出具了否定意见的审计报告,2025年度财务报告内部控制被政旦志远(深圳)会计师事务所出具了否定意见的审计报告。根据《上海证券交易所股票上市规则》相关规定,公司将每月披露一次可能被终止上市的风险提示公告。

DEME将在日本安装首个15兆瓦海上风电机组

新浪 📅 05/29 20:58
DEME通过其日本合资企业Japan Offshore Marine(JOM)获得了男鹿·潟上·秋田海上风电项目的合同,涵盖21台风电机组海上安装的工程工作和船舶租赁服务。 该合同是男鹿潟上秋田绿色能源公司与五洋建设株式会社之间协议的一部分。 JOM将安装21台维斯塔斯V236-15兆瓦风机,这标志着日本首次部署15兆瓦级风电机组,也是此类规格风机在欧洲(不包括中国)以外的首次应用。 安装工作将由...

Broadcom(AVGO) Stock Options Chain | Quotes & News - Moomoo

Google 📅 05/29 20:58 AVGO.O
Broadcom(AVGO) Stock Options Chain | Quotes & News Moomoo

Alphabet, ASML among new Q1 additions at Baron Opportunity Fund; Microsoft exited

Seeking Alpha 📅 05/29 20:58 MSFT.OGOOG.O
Jacob Wackerhausen Baron Opportunity Fund declined in the first quarter but outperformed its benchmark, the Russell 3000 Growth Index. In the first quarter, the fund initiated a position in Alphabet ( GOOG ) ( GOOGL ), Forgent Power Solutions ( FPS ), ASML Holding N.V. ( ASML ), Lam Research Corporation ( LRCX ), and Rubrik ( RBRK ). Additionally, it exited investments in Microsoft ( MSFT ), Arcel...

外卖新规带来餐饮业合规大洗牌,低端便宜选择或减少

第一财经 📅 05/29 20:58 3690.HK9618.HK
对于新规的施行,不少商家认为有利于行业的健康发展。 外卖食品安全问题将得到进一步改善。 6月1日,《网络餐饮服务经营者落实食品安全主体责任监督管理规定》将正式开始施行。新规内容包括要求平台建立健全食品安全培训考核机制、倡导外卖商家倡导“互联网+明厨亮灶”的方式向社会公开餐饮食品加工制作过程等,细化了从业标准。 商家期待整顿行业 新规对外卖平台以及外卖商家在食安方面的责任进行了更明确的划分,同时给出...

iShares Aerospace ETF Outperforms Jets ETF With Lower Costs

The Motley Fool 📅 05/29 20:58 2015.HKNVDA.O
Investing in the aviation space can mean two very different things: betting on the cyclical travel demand of commercial airlines or the contract-driven stability of defense firms. While both the iShares U.S. Aerospace & Defense ETF (ITA +2.21%) and the U.S. Global Jets ETF (JETS +0.21%) occupy the industrial sector, their risk profiles and underlying economic drivers diverge significantly for inve...

Asia defense summit opens amid doubts over U.S. priorities

NPR News 📅 05/29 20:57
Asia defense summit opens amid doubts over U.S. priorities toggle caption Achmad Ibrahim/AP SINGAPORE — China's rapid military modernization and assertiveness in the Indo-Pacific and growing concerns over American priorities are top issues on the table at Asia's premier defense summit drawing leaders, top diplomats and security officials from around the world. The Shangri-La Dialogue, hosted by th...

受中东局势相关协议消息影响,华尔街股市有望实现周线收涨

新浪 📅 05/29 20:57 QCOM.O
华尔街主要股指周五有望延续涨势,在前一交易日收盘创下历史新高后,市场正等待有关美国与伊朗据称达成协议的细节。 消息人士告诉媒体,华盛顿与德黑兰已同意延长停火并放松霍尔木兹海峡航运限制,但美国总统特朗普尚未批准该协议。 纽约梅隆银行 (BNY)市场宏观策略主管鲍勃・萨维奇表示:“在人工智能热潮、油价走低以及美伊紧张局势或得到控制的预期增强推动下,市场以风险偏好情绪结束5月,这得益于延长停火框架。” ...

Odisha Partners with Intel and 3DGS to Boost Semiconductor Manufacturing - Devdiscourse

Google 📅 05/29 20:57 INTC.O
Odisha Partners with Intel and 3DGS to Boost Semiconductor Manufacturing Devdiscourse

How Micron Technology (MU) Hit a $1 Trillion Valuation After Record-Breaking 48-Day Sprint - foreignpolicyjournal.com

Google 📅 05/29 20:57 TSLA.OMU.O
Micron Technology (NASDAQ: MU) has crossed the $1 trillion market capitalization threshold for the first time, driven by surging investor demand tied to the AI infrastructure buildout. Shares climbed as much as 6.7% on Wednesday after jumping 19% the previous session, extending a rally of more than 186% from the March 30 trough. The memory-chip maker doubled its market capitalization from $500 bil...

香港保监局回应跨境投保:继续打击市场不当行为 和内地相关部委一直保持沟通

格隆汇 📅 05/29 20:56
格隆汇5月29日|据一财,近日,中国证监会针对非法跨境证券期货基金业务活动的整治行动受到广泛关注,也引发部分中国内地投保人对购买香港保险合规性的担忧。市场上也不乏关于“跨境保险会否成为下一个更严监管及整治领域”的讨论。针对内地居民购买港险合规性问题,香港保险业监管局于5月29日独家回复记者称,香港保监局和内地相关部委一直保持密切联系,就包括违规跨境销售在内的监管议题进行沟通。在现行法规下,香港人寿...

BofA Bull & Bear Indicator enters contrarian 'sell' territory

Seeking Alpha 📅 05/29 20:56
matejmo Bank of America’s closely watched Bull & Bear Indicator climbed deeper into contrarian sell territory, signaling increasingly stretched investor sentiment as global equities continued rallying. The indicator rose to 8.5 from 8.0, according to BofA’s latest Flow Show report published Thursday. Readings above 8 historically trigger a contrarian sell signal under the bank’s framework. BofA sa...

美联储理事鲍曼:对能源冲击做出反应会增添不必要的限制。 如果冲突持续下去,会考虑改变我的观点。 冲突持续时间更长可能导致更广泛的通胀影响。 剔除一次性因...

华尔街见闻 📅 05/29 20:56
美联储理事鲍曼:对能源冲击做出反应会增添不必要的限制。 如果冲突持续下去,会考虑改变我的观点。 冲突持续时间更长可能导致更广泛的通胀影响。 剔除一次性因素后,通胀率略高于2%。 降低通胀的进展似乎已经停滞。 就业形势更加稳定,但仍存在脆弱迹象。 忽略战争对通胀造成的暂时影响是合适的。 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...

香港保监局回应跨境投保:继续打击市场不当行为,和内地相关部委一直保持沟通

同花顺 📅 05/29 20:56
针对内地居民购买港险合规性问题,香港保险业监管局于5月29日表示,香港保监局和内地相关部委一直保持密切联系,就包括违规跨境销售在内的监管议题进行沟通。在现行法规下,香港人寿保险的整个销售流程必须在香港境内进行,而香港的持牌保险中介人亦不得在内地招揽保险业务。主事人(即保险公司、保险经纪公司或保险代理机构)有责任制定和实施有效的内部管控程序,以确保中介人合法合规地进行受规管活动。(第一财经)

格隆汇5月29日|美联储理事鲍曼:美联储如果在货币政策上保持可信度,可以忽视能源冲击;若受战争驱动的通胀扩散,将考虑调整政策展望。

格隆汇 📅 05/29 20:56
格隆汇5月29日|美联储理事鲍曼:美联储如果在货币政策上保持可信度,可以忽视能源冲击;若受战争驱动的通胀扩散,将考虑调整政策展望。

凯撒旅业:海航旅游及其一致行动人持股比例增加至11.30% 触及1%的整数倍

格隆汇 📅 05/29 20:56
格隆汇5月29日|凯撒旅业公告,公司持股5%以上股东海航旅游集团有限公司及其一致行动人易生金服控股集团有限公司、易生支付有限公司、天津易生小额贷款有限公司累计受偿公司股份589.84万股,占公司总股本的0.37%。变动后,海航旅游及其一致行动人持有公司股份占公司已发行股份的比例由10.93%增加至11.30%,变动触及1%的整数倍。

伊朗议长称靠导弹争取权利

格隆汇 📅 05/29 20:55
格隆汇5月29日|伊朗伊斯兰议会议长卡利巴夫今天(5月29日)在社交媒体平台发文指出,伊朗“不是靠乞求,而是靠导弹来争取权利;在谈判桌上,我们只是在向他们( 美国)阐明这一点”。卡利巴夫说,伊朗“对(美国的)保证和空话毫不信任”,认为“唯有其行动才是衡量标准”,“在对方采取行动之前,我们绝不会采取行动”。卡利巴夫还强调,“任何协议的赢家,都是那个为协议达成后的第二天做好了更好备战准备的一方。”

Micron, Sandisk in focus as Susquehanna ups price targets (MU:NASDAQ) - Seeking Alpha

Google 📅 05/29 20:55 MU.O
JHVEPhoto Micron Technology ( MU ) and Sandisk ( SNDK ) were in focus on Friday as Susquehanna upped its price targets on the pair, citing continued strength in memory and storage. The firm raised its price on Micron to $1,750 from $600 and its price target on Sandisk moved to $3,250 from $2,000. “DRAM strength is being driven by commodity pricing as a greater share of DRAM bits are allocated to H...

Micron, Sandisk in focus as Susquehanna ups price targets

Seeking Alpha 📅 05/29 20:55 MU.O
JHVEPhoto Micron Technology ( MU ) and Sandisk ( SNDK ) were in focus on Friday as Susquehanna upped its price targets on the pair, citing continued strength in memory and storage. The firm raised its price on Micron to $1,750 from $600 and its price target on Sandisk moved to $3,250 from $2,000. “DRAM strength is being driven by commodity pricing as a greater share of DRAM bits are allocated to H...

万隆光电:发布重组草案,拟以23.25亿元收购中控信息100%股份

格隆汇 📅 05/29 20:55
格隆汇5月29日|万隆光电公告,公司拟通过发行股份及支付现金方式购买杭州汇格企业管理合伙企业(有限合伙)、浙江正泰电器股份有限公司等17名交易对方合计持有的浙江中控信息产业股份有限公司100%股份,交易价格为23.25亿元。同时,公司拟向实际控制人付小铜先生发行股份募集配套资金。本次交易构成关联交易,且构成《重组管理办法》第十二条规定的重大资产重组,但不构成重组上市。

大厂“亲兄弟”,也要明算账

36kr 📅 05/29 20:55 9988.HK3690.HK700.HK
过去,互联网企业拼的是规模,因为互联网世界交付的边际成本很低,企业可以追求无限扩张,追求的是招更多人、做更多产品、覆盖更多用户;但在AI时代,每服务一个DAU都有相当高的成本,企业要做更多业务、进入更多市场,追求的是如何让更少但更强的人,做更多的事情。 近日,刘强东的“兄弟论”又一次刷屏。 新浪科技报道,刘强东在京东内部讲话中提到,京东启动了“涅槃项目”,培训蓝领工人学习机器人维修保养等技能,帮助...

Nebius Raises Capex to $20-$25B: A Bold Growth Move or Risky Bet?

Yahoo 📅 05/29 20:55 MSFT.ONVDA.OMETA.O
Nebius Group N.V NBIS is doubling down on AI infrastructure and has now set an ambitious $20-$25 billion capital expenditure plan for 2026, up from its earlier guidance of $16-$20 billion. The key question for investors is whether this sharp spike in spending reflects disciplined growth aligned with demand or an overextension in a fast-evolving market. Management noted that the capacity deployment...

Wigan are Challenge Cup underdogs as rivalry with Hull KR promises classic

The Guardian 📅 05/29 20:54
It is fast becoming a story we are well versed with. For the third consecutive season, Hull KR and Wigan Warriors square off in a major final, with an historic first meeting in the Challenge Cup decider on Saturday afternoon at Wembley the latest chapter in a generational rivalry. The record is one win each, with Wigan triumphing in the 2024 Super League Grand Final and Rovers exacting revenge las...

标普500指数出现“双西格玛”级别涨幅 未来恐难赚“快钱”

格隆汇 📅 05/29 20:54
格隆汇5月29日|标普500指数已重返历史新高,但毫无疑问,华尔街过去两个月那波令人惊叹的凌厉涨势已显著放缓。该基准指数在短短41个交易日内,便从3月份的低点飙升了超过19%。DataTrek Research的分析师将此轮反弹形容为已逼近“双西格玛”(two sigma)级别的涨幅,这意味着其涨幅已偏离任意100天平均回报率的两个标准差。这可能预示着眼下的“快钱”已经赚完;投资者应做好准备,迎接...

Vitetnam's To Lam warns of three global crises, sets out solutions - Reuters

Reuters 📅 05/29 20:54
Vitetnam's To Lam warns of three global crises, sets out solutions Reuters

Amazon, Google, Meta and Microsoft initiative looks to boost sustainable data center tech

Yahoo 📅 05/29 20:54 GOOG.O
The initiative is backed by nonprofit investor Elemental Impact and also includes the Bill Gates-backed Breakthrough Energy Discovery, Salesforce and a philanthropic office founded by a Walmart heir.

Extended Iran Ceasefire Considered, Oil Set for May Slide, More

Bloomberg 📅 05/29 20:53
Source: Bloomberg, 0:00

Vuyk Engineering将设计Jumbo的新型L级重型起重船

新浪 📅 05/29 20:53
荷兰海事设计公司Vuyk Engineering已被重型航运及海上运输承包商Jumbo Maritime选中,负责设计其新订购的L级重型运输船。 这两艘船旨在支持海上运输和起重作业,将货物运输能力与高达2400吨的起重能力相结合。 L级船计划用于运输各类重型货物,包括风力涡轮机部件、模块和卷盘。该设计包含一个大型货舱、两台豪氏威马重型起重机以及用于项目货物的甲板空间,使其能够在单一船舶平台上同时执...

Equity Residential downgraded at Piper Sandler over potentially delayed merger synergies

Seeking Alpha 📅 05/29 20:53
Funtap/iStock via Getty Images Equity Residential ( EQR ) was downgraded at Piper Sandler, citing that synergies will take time. The multi-family residential REIT agreed to combine with AvalonBay Communities ( AVB ) in an all-stock merger of equals, creating a major U.S. rental housing company with about $52B in equity market value, $69B in enterprise value, and more than 180,000 apartment units. ...
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