核心要点 人工智能企业愈发青睐 光子技术 ，用以解决 AI 芯片与系统间数据传输效率低下的问题。 光子技术以光信号替代传统铜缆电信号传输数据，部分场景下还可直接完成运算。 分析师向美国消费者新闻与商业频道（CNBC）表示，英伟达已向光子技术相关企业投入数十亿美元，但该项技术规模化落地仍面临诸多挑战。 人工智能热潮在诸多方面都掀起了前所未有的行业浪潮。虽说它与上世纪 90 年代末的互联网泡沫、21 世纪初的移动互联网变革有相似之处，但从资本投入规模，以及其将深刻重塑社会的乐观预判来看，人工智能热潮的影响力更胜一筹。 行业飞速发展的背后，难题也接踵而至。AI 从业者正面临多重制约：大型数据中心的电力供给紧张、存储芯片短缺，而 AI 芯片与系统之间的数据传输效率偏低 ，也逐渐成为突出问题。 光子技术作为一项新兴技术，为破解上述传输难题提供了新思路。 光子技术应用于 AI 基础设施时，依靠光信号在图形处理器、内存、网络芯片、服务器及数据中心之间传输数据，摆脱了对铜缆电信号的依赖。目前光纤通信等部分光子技术已投入实际使用。 但现阶段，AI 服务器及机柜内部的大部分数据传输仍依靠铜线，不仅限制传输速率，还推高了能耗。 D.A． 戴维森公司科技研究主管吉尔・卢里亚表示：“芯片之间、服务器群组之间的通信速度，是制约 AI 模型性能的主要瓶颈之一。通信速度越快，用户就能越快得到结果、完成任务。将芯片与服务器的连接方式升级为光互联，能够大幅提升 AI 模型的运行性能。” 2026 年 3 月 16 日，美国加州圣何塞，英伟达全球人工智能技术大会现场，英伟达首席执行官黄仁勋站在英伟达薇拉・鲁宾系统旁发言。 巨额投资押注前景 凭借广阔的应用前景，光子技术吸引英伟达投入数十亿美元布局相关企业。 自 3 月初以来，英伟达先后向三家光子技术研发企业 —— 鲁门腾、科锐光电、迈威尔科技合计注资 20 亿美元；还宣布向 康宁 投资 5 亿美元，联合研发高端光互联解决方案，并参与了光学初创企业艾尔实验室总额 5 亿美元的 E 轮融资。 英伟达首席执行官黄仁勋在 3 月的全球人工智能技术大会上透露，公司正着手扩大硅光技术的产能。 “目前全球现有的硅光产能，远无法满足我们的需求。” 他同时表示，英伟达已开始在自有网络平台、显卡互联平台中落地光子技术。 落地挑战重重 新技术规模化落地向来并非一帆风顺。 市场...

Johnson Outdoors ( JOUT ) declares $0.33/share quarterly dividend , in line with previous. Forward yield 2.9% Payable July 30; for shareholders of record July 16; ex-div July 16. The company has now announced a dividend of $0.33 for twelve consecutive quarters. See JOUT Dividend Scorecard, Yield Chart, & Dividend Growth. More on Johnson Outdoors Johnson Outdoors Inc. (JOUT) Q2 2026 Earnings Call Transcript Johnson Outdoors Is A Valid Turnaround Play (Upgrade) Johnson Outdoors outlines $4M-$5M full-year tax expense amid component cost pressure monitoring Seeking Alpha’s Quant Rating on Johnson Outdoors Historical earnings data for Johnson Outdoors

当地时间29日，肯尼亚高等法院发布临时禁令，叫停政府在与美国或其他外国政府、机构的合作安排下，在肯尼亚设立或启用任何埃博拉病毒相关隔离、检疫及治疗设施。此前有消息称，美国在肯尼亚设立的隔离病房将在29日投入使用，用以安置有埃博拉感染风险的美国公民。此举招致肯尼亚各界的强烈反对。（央视新闻）

Police in Hungary have said they will allow next month’s Pride parade in Budapest to take place, signalling a reversal from last year when they sought to block the event on the orders of the government of the rightwing former prime minister Viktor Orbán. Last year’s march made headlines around the world after Orbán’s Fidesz party backed legislation – the first of its kind in the EU’s recent history – that created a legal basis for Pride events to be banned, citing a widely criticised need to protect children. Since Péter Magyar was elected as prime minister in a landslide victory last month, setting off celebrations across the country as Hungarians marked the end of Orbán’s 16 years in power, the new leader has repeatedly voiced support for equality and freedom of assembly. View image in fullscreen Legislation by Viktor Orbán created a legal basis for Pride events to be banned. Photograph: Márton Mónus/Reuters He has not, however, made any mention of Pride events, nor has his recently formed government moved to reverse Orbán’s legislation barring such events in the country, leaving questions swirling over the fate of this year’s events. The organisers of Budapest Pride notified police this week of their intention to hold the 31st edition of the march on 27 June. They said they had little doubt that the event would go ahead, particularly after the EU’s top court ruled that Orbán’s 2021 anti-LGBTQ+ law – which was amended last year to serve as a basis for banning Pride – was discriminatory, stigmatising and in breach of the bloc’s rules. “After the extraordinary year of 2025, we trust in the cooperation of the authorities and their acceptance of the gathering,” Budapest Pride organisers said in a statement this week. “We warmly welcome everyone in June who took part in last year’s demonstration, as well as those who continue to believe in equal rights and a democratic Hungary and those who would like to once again celebrate the transition to democracy.” View image in ...

格隆汇5月29日｜中国能建(601868.SH)公告称，公司及10家所属企业拟与电力规划总院有限公司、中能建基金管理有限公司共同出资设立有限合伙企业，认缴出资总额40亿元。其中，公司及所属企业合计认缴38亿元，电规总院认缴1.9亿元，基金公司认缴0.1亿元。合伙企业资金将用于支持所属企业降低融资成本、补充权益资本，不对外投资。

美国旧金山联储主席戴利（2027年FOMC票委）：政策目前处于良好状态。 对经济“谨慎乐观”。 人工智能前景广阔。 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。

Sundry Photography SentinelOne ( S ) tumbled nearly 14% in premarket trading on Friday after Wall Street expressed concern about the cybersecurity company's guidance and layoffs. Citi analyst Fatima Boolani said SentinelOne has shown “restrained” topline growth, which will keep the stock anchored. Boolani, who has a Neutral rating, lowered her price target to $17 from $18 after the results. She added that the company has seen better execution, but its fundamentals are still “underperforming the broader budget-capture opportunity.” Barclays analyst Saket Kalia pointed to strength in net new annual recurring revenue but added that bookings offered less linearity than some investors might like. Kalia has an Equal-Weight rating on SentinelOne and lowered his price target to $16 from $19. Wedbush Securities analyst Dan Ives was a bit more enthusiastic but conceded the weak guidance is likely to weigh on the stock for some time. “While the guide and restructuring create some near-term noise, we believe S is sharpening its operating model under new CFO Sonalee Parekh and remains well positioned to capture the growing opportunity around AI security as platform adoption builds,” Ives wrote in a note to clients. Ives has an Outperform rating and a $20 price target on SentinelOne. On the flip side, Bank of America analyst Tal Liani upgraded SentinelOne to Buy from Neutral and raised his price target to $20 from $16, as he believes the sell-off is “overdone.” “Our upgrade reflects growing confidence in the durability of 20%+ revenue growth, a clear path to margin expansion, and tangible signs of improved execution across new markets and customer segments,” Liani wrote. “Historical inconsistency remains a key risk, though recent trends suggest a more disciplined operating posture.” In addition to the results and guidance, SentinelOne said that it is letting go “approximately” 8% of its full-time employees. It expects a one-time charge of approximately $25M with the layoffs, incl...

香港特区行政长官李家超将于5月31日率领商贸代表团，前往哈萨克斯坦和乌兹别克斯坦访问，加强香港与中亚地区在金融、贸易、基建、创新科技、绿色发展等多个领域的交流合作，建立新的商贸通道，开拓新兴市场机遇。李家超表示，此次代表团是本届特区政府规模最大、人数最多、涵盖企业范围最广的外访代表团。代表团成员包括40多位香港商贸与专业代表和约30位内地企业代表，涵盖工商、金融、法律、建筑工程、物流、创科、高端制造、汽车产业等多个领域。此行将进一步发挥香港在“一国两制”下内联外通的独特优势，协助内地企业出海，优势互补，同时积极向当地商界推广香港优势和投资机遇，吸引中亚企业善用香港平台拓展业务，做好香港“超级联系人”和“超级增值人”的角色。（新华社）

Three teenage boys convicted of the rape and serious sexual assault of girls as young as 14 walked free from court with fines of £26 each and rehabilitation orders, the Guardian has learned. The three separate cases all took place over the past year in north-east England. They were tried under youth court rules that deal with suspects aged 17 or under and place a greater emphasis on rehabilitation than adult courts. One victim, who was 15 when she was raped, said: “It feels like he just got away with it.” She added that she was “scared” she would bump into her attacker and that such sentences would give boys like him, who were a danger to women and girls, a sense of impunity. One justice group said the fine of £26 for rape was less than a parking fine and derisory. In one case a boy avoided prison after he was found guilty of three attacks, including a rape. There was public anger over a case in southern England last week in which three teenage boys were spared jail after two were convicted of rape and one was convicted of involvement in the attacks. The victims were two girls aged 15 and 14, who were attacked in separate incidents in Fordingbridge, Hampshire. Those sentences have been referred to the court of appeal by the attorney general, the government’s top law officer, for being unduly lenient. Keir Starmer described the case as “appalling”. Youth courts are normally closed to the press and public. But specialist advisers to the young girls in the three newly revealed cases were so appalled by the sentences they decided to expose the alleged lenient punishments being passed in youth courts for serious sexual offences. In one case a young male aged 14 at the time of his offences was found guilty of raping a victim aged 16 or over in August 2023, as well as sexual assault by penetration in August 2023 and the sexual assault of a girl aged 15 in February 2023. He was sentenced under youth court rules in a hearing at Teesside magistrates court on 4 December 2025 a...

Dillard's ( DDS ) declares $0.30/share quarterly dividend , in line with previous. Forward yield 0.2% Payable Aug. 3; for shareholders of record June 30; ex-div June 30. The company has now announced a dividend of $0.30 for four consecutive quarters. See DDS Dividend Scorecard, Yield Chart, & Dividend Growth. More on Dillard's Dillards - A 3-Year Review In 2026 With A 'HOLD' Dillard's: Strength Is Temporary Dillard's rallies after earnings as it looks to extend its sector-topping five-year return Dillard's GAAP EPS of $16.04 beats by $5.42, revenue of $1.59B beats by $40M Seeking Alpha’s Quant Rating on Dillard's

格隆汇5月29日｜周五，印度尼西亚和印度采取干预措施，以支撑其本国货币；目前，两国货币正因能源价格飙升而面临下行压力。尽管当局抛售了外汇，但印尼盾兑美元汇率仍下跌了0.5%。印度卢比周五上涨0.7%，结束了此前连续两天的跌势。今年迄今，印尼盾兑美元已贬值7%，在新兴市场同类货币中跌幅居首；印度卢比则下跌了5.7%。印尼央行周五在一份声明中表示，该行将继续致力于通过现货外汇市场干预、无本金交割远期（NDF）操作以及购买政府债券等手段，实现印尼盾“全天候、全球范围”内的汇率稳定。与此同时，据知情交易员透露，印度央行在离岸和在岸市场抛售美元，以支撑卢比汇率。过去几天来，印度央行一直在入市干预以支撑卢比。

中国能建公告，公司及10家所属企业拟与电力规划总院有限公司、中能建基金管理有限公司共同出资设立有限合伙企业，合伙企业合伙人认缴出资额为40亿元，其中公司及10家所属企业合计认缴出资额为38亿元，基金公司担任合伙企业的执行事务合伙人。根据《上海证券交易所股票上市规则》及有关规定，电规总院和基金公司为公司关联人，本次交易构成关联交易，金额为38亿元。本次关联交易不构成《上市公司重大资产重组管理办法》规定的重大资产重组。

格隆汇5月29日｜据伊朗塔斯尼姆通讯社援引消息人士称，伊朗与美国的谅解备忘录最近几天发生了变化，文本尚未最终确定，西方媒体报道的谅解备忘录文本不准确。

最近几天伊朗与美国的谅解备忘录文本有所更改。西方媒体报道的谅解备忘录文本不准确。（伊朗塔斯尼姆通讯社） 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。

格隆汇5月29日｜宇树科技发文称，5月31日宇树科技具身智能体验馆亚洲首店正式登陆上海市静安区南京西路1618号久光百货2层，门店汇聚G1人形机器人、R1人形机器人、Go2机器狗全系列C端明星产品。

Hailshadow/iStock via Getty Images Agios Pharmaceuticals ( AGIO ) lost ~6% in the premarket on Friday after the company announced plans to discontinue studies for a treatment targeting myelodysplastic syndromes, a group of blood cancers marked by abnormal blood cell formation. The treatment known as tebapivat will not advance toward late-stage development against lower-risk MDS after disappointing results from a Phase 2b trial, the Cambridge, Massachusetts-based biotech said. The decision comes after the 24-week dose-finding trial, which assessed transfusion independence as the primary endpoint, didn’t meet the company’s predefined target, Agios ( AGIO ) added. However, the oral pyruvate kinase activator was well-tolerated across multiple dose levels with no new safety signals, according to the company. Touted as a once-daily therapy, Tebapivat is currently undergoing another Phase 2 trial for sickle cell disease, with topline data expected in H2 2026. More on Agios Pharmaceuticals Agios Pharmaceuticals, Inc. (AGIO) Presents at Bank of America Global Healthcare Conference 2026 Transcript Agios Pharmaceuticals, Inc. 2026 Q1 - Results - Earnings Call Presentation Agios Pharmaceuticals, Inc. (AGIO) Q1 2026 Earnings Call Transcript Agios plans Q2 sNDA filing for mitapivat in sickle cell disease while citing >$10B 2030 market opportunity Agios Pharmaceuticals GAAP EPS of -$1.69 beats by $0.11, revenue of $20.75M beats by $7.41M

Brown-Forman ( BF.A ) ( BF.B ) declares $0.231/share quarterly dividend , in line with previous. Forward yield 3.56% Payable July 1; for shareholders of record June 10; ex-div June 10. The company has now announced a dividend of $0.231 for three consecutive quarters. See BF.B Dividend Scorecard, Yield Chart, & Dividend Growth. More on Brown-Forman Brown-Forman: A Failed Deal With Pernod Ricard Is Just The Beginning Brown-Forman: Stuck In The Middle Of A Potential Buyout And Rising Macro Pressure Brown-Forman: A Deal With Pernod Ricard Could Be A Game Changer Brown-Forman finds Sazerac's $15B offer hard to swallow -- WSJ Brown-Forman, Pernod deal fell apart over control, not price - report

Robo.ai ( AIIO ) announced it has regained compliance with Nasdaq regarding the minimum bid price requirement. Nasdaq informed the company on May 28, 2026, that it had successfully met the compliance standards. More on Robo.ai Inc. RoboAI soars after AI visual data announcement Robo.ai to execute 1-for-20 reverse stock split Financial information for Robo.ai Inc.

Investors might think that the world of financial services is generally a boring area to park capital for growth. But Nu Holdings (NU +0.15%) proves that this perspective is wrong. The Latin American fintech stock, which has climbed 93% in the past three years (as of May 27), has expanded rapidly. As of March 31, the online bank counted 135 million customers, up 71% from exactly three years ago. This figure is more than what most U.S. banks currently have. What matters most, though, is not necessarily the total customer count. Investors should care what Nu earns from each one. A look at the unit economics Absolute growth metrics get a lot of attention. Monetization is crucial as well. During the first quarter of 2026, Nu reported average revenue per active customer (ARPAC) of $15.90. This number has steadily risen, and it's up 23% year over year on a currency-neutral basis. On the other side of the equation, it cost Nu just $1 to serve each of these customers in the first quarter. That's a wide gap when compared to its ARPAC. And it certainly helps to explain why the company was able to post a 16.4% net profit margin in the latest quarter. This was also supported by credit quality that remains within historical levels. Expand NYSE : NU Nu Holdings Today's Change ( 0.15 %) $ 0.02 Current Price $ 13.05 Key Data Points Market Cap $63B Day's Range $ 12.89 - $ 13.24 52wk Range $ 11.71 - $ 18.98 Volume 75.7K Avg Vol 50.4M Nu's biggest market, without a doubt, is Brazil, where 83% of its customers are active on a monthly basis. The fintech is still in the early innings in Mexico, but success is notable. On the first-quarter earnings call, CEO David Velez said: "In four years, our customer base there has grown from just over 2 million to 15 million today, roughly seven times larger. ARPAC has nearly doubled, even as we have onboarded millions of newer, less mature customers." The business is also approaching 5 million customers in Colombia. As Nu further penetrates newer ma...

核心要点 安迪・伯纳姆呼吁加强对人工智能、大型科技企业及重点行业的监管。 这位大曼彻斯特市市长日渐成为现任首相基尔・斯塔默的左翼主要挑战者。 他主张，国家需加强对交通、能源、住房及基建领域的管控，以此拉动经济增长。 2024 年 7 月 9 日，英国伦敦唐宁街，英国首相基尔・斯塔默主持英格兰地区市长首轮圆桌会议，大曼彻斯特市市长安迪・伯纳姆出席（图右）。此次会议汇集了英格兰 11 个地区的都市市长。 这位有望撼动英国首相基尔・斯塔默执政地位的政界人士安迪・伯纳姆表示，若重返中央政府，他将推动对人工智能、大型科技企业及重点行业实施更严格的监管。 这位工党政客、大曼彻斯特市市长周四晚间在英国《泰晤士报》发表文章称：“我们不能忘记，2008 年金融危机的主要根源就是监管缺位。” “那么，新一轮放松监管又怎可能解决此后出现的各类问题？这种思路只会让我们重蹈覆辙。倘若不对社交媒体、人工智能和大型科技企业加以约束，我们甚至无法保护未成年人。” 目前伯纳姆尚未担任英国下议院议员，他将参加 6 月 18 日英格兰北部梅克菲尔德选区的补选。 一旦成功当选威斯敏斯特议会议员，他便会正式向斯塔默发起党首挑战。执政党工党在英国地方选举中遭遇惨败，斯塔默的首相之位如今岌岌可危。数十名议员要求他辞职，外界也普遍猜测，工党内部部分人士正筹划夺权。 预测市场平台波利马基特目前的数据显示，伯纳姆是下一任英国首相的最大热门：2026 年他接任首相的概率为 56%，而斯塔默留任至年底的概率仅 26%。 斯塔默表态会继续履职，但如果挑战者获得足够现任议员支持，工党将举行党首投票。 伯纳姆的政治立场比斯塔默更为偏左翼，近几周，其有望接任首相的预期引发债券市场波动。英国国债投资者大多支持斯塔默与财政大臣蕾切尔・里夫斯留任，二人一直致力于管控公共借贷与财政支出。 外界普遍认为，一旦成功进入议会，伯纳姆就会发起罢免斯塔默的行动。伯纳姆素有工党 “北方领袖” 之称，上周他特意缓和表态，收回了此前有关英国 “受制于债券市场” 的言论，试图安抚市场情绪。 而他周四发表的专栏文章，是为回应英国前首相托尼・布莱尔的评论。布莱尔在文章中指责工党将内部权力斗争置于经济发展与有效治理之上，置国家前途于险境。 “沦为美国式恶性对立政治” 伯纳姆在反驳文章中提出，长达四十年的新自由主义政策，以及公共基础服务放松监管、全面私有化的做法...

(RTTNews) - Laurentian Bank of Canada (LB.TO), posted a loss in the second quarter on Friday, reversing a year-ago profit, after revenue dropped. For the second quarter, net loss was $20.59 million or $0.50 per share compared to an income of $32.33 million or $0.69 per share last year. Quarterly revenue declined to $213.66 million from $242.52 million in the previous year. On an adjusted basis, income was $22.64 million or $0.46 per share compared to $33.96 million or $0.73 per share a year earlier. Revenue was $236.16 million compared to $242.52 million a year before. "This quarter marked meaningful progress in preparing for our transactions with Fairstone Bank and National Bank. We remain confident in closing these transactions by late 2026", said Éric Provost, President and Chief Executive Officer of Laurentian Bank of Canada. "As we continue to execute and position the Bank for a sustainable, commercial specialty-focused future, our core businesses are delivering high-quality growth. Our teams remain fully committed to supporting our customers with consistency and care, while managing our operations with discipline." On the Toronto Stock Exchange, shares of Laurentian Bank of Canada closed Friday's trading 0.12 percent higher at C$40.46 For more earnings news, earnings calendar, and earnings for stocks, visit rttnews.com. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

quantic69 Shares of Dell Technologies ( DELL ) surged about 35% premarket on Friday after fiscal first-quarter results and guidance beat estimates, drawing bullish reactions from analysts over AI/server demand. J.P. Morgan kept its Overweight rating and increased the price target on the stock to $500 from $280. "Dell raised its FY27 outlook materially once again, with the demand environment continuing to track well above expectations, and the pipeline now extending further into the year providing visibility to raise revenue expectations for 2H, despite maintaining prudence to account for both supply and the likelihood of demand moderation following the pull-forwards," said analysts led by Samik Chatterjee. The analysts noted that despite lingering concerns around demand pull-forward, they believe the robust pipeline/backlog across the board increases confidence in the limited likelihood of pull-backs this year, and the installed base of Dell equipment ready for upgrades across traditional servers and PCs leaves further room for continued momentum. Separate from demand, Dell’s execution on pricing to offset higher memory costs continues to surpass that of other IT hardware peers, with the updated outlook now embedding year-over-year gross margin improvement for the non-AI business above prior expectations, according to analysts. On the AI revenue drivers, the analysts said that Dell’s updated outlook of $60B now implies a +144% year-over-year increase, and despite being supply constrained, it implies share gains as the company's portfolio and execution on complex systems continue to reinforce its industry leadership, all while successfully holding margins and allowing significant operating leverage to flow to the bottom line. In addition, Chatterjee and his team said that Dell’s second-half outlook embeds a -$10B H/H moderation in revenue, which currently appears more constrained by supply visibility than demand, and they see further increases through the year as sup...

华尔街资深分析师、Yardeni Research创始人Ed Yardeni提出"双10000"预测：标普500指数与黄金有望在本十年末同步触及10000关口。 Ed Yardeni在本周四致客户的报告中指出， 他对黄金长期看涨立场的核心逻辑在于：标普500指数有望在2030年前涨至10000点，而在这一进程中，投资者将持续向黄金等资产进行再平衡，从而推动金价同步上行。 在近期展望上，Yardeni同样持乐观态度。他预计一旦伊朗冲突正式结束，金价将重拾升势，并在2026年底前达到每盎司5500美元——较周五的4533美元高出1000美元。 目前，黄金仍在战事阴影下承压，今年以来仅录得约5%的涨幅，远逊于2025年逾70%的强劲表现。相比之下，标普500指数已将地缘政治风险抛之脑后，自3月30日低点以来连创收盘纪录高位。 "双10000"：再平衡效应驱动黄金与股市长期同向 尽管标普500指数与金价在周期层面往往呈负相关，Ed Yardeni指出，从更长时间维度来看，两者实际上倾向于同向运动。他的逻辑是：随着股市长牛行情持续推进，投资者积累的财富将促使其向黄金等资产进行再平衡，为金价提供结构性支撑。 黄金今年走势深受伊朗冲突拖累。金价在今年1月底触及每盎司5318美元高点后一路回落，3月一度跌至约4375美元，此后随停火协议达成有所反弹，但始终未能重返前高。 Ed Yardeni指出， 金价目前正在测试3月低点、200日移动均线（4407美元）以及中期上升趋势线等多重技术支撑位。 他表示，"自1月底以来的价格回落，已将黄金重新纳入始于2023年底的上升通道之内"，并认为这一支撑有望守住。在他看来，冲突的正式落幕将成为金价重启升势的关键催化剂。 美元走强与美联储鹰派预期构成阶段性阻力 除地缘政治因素外，黄金还面临宏观层面的双重压力。战时美元走势偏强，对以美元计价的黄金构成直接利空；与此同时，部分央行因本币受高油价拖累，被迫出售黄金储备以维稳汇率，进一步压制了金价表现。 Ed Yardeni预计，美联储将在今年夏季转向更为鹰派的利率立场，这将对金价上涨形成阶段性阻力。不过他认为，伊朗冲突的结束将有助于削弱这一负面影响，从而为金价重启升势扫清道路。 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...

以下是第一财经对一些重要公告的汇总，供投资者参考。 【品大事】 3连板合锻智能：未取得核聚变和PCB相关业务收入 3连板合锻智能(603011)发布股票交易风险提示公告称，近期公司股价波动较大，连续3个交易日累计涨幅为33.12%，换手率增加，存在短期涨幅较大后快速下跌风险。公司主营业务为高端成形机床和智能光电分选设备，不涉及AI算力业务。针对近期市场关注较高的核聚变概念和PCB概念，公司均未取得相关业务收入。 杭电股份：一季度光通信业务营收1.86亿元 占比较小 杭电股份(603618)发布股票交易异动公告称，公司注意到近期市场及媒体对光纤光缆行业需求、价格等相关事项关注度较高。经自查，2026年第一季度公司光通信业务营业收入1.86亿元，占公司总营业收入的8.47%，占比较小。 众鑫股份：加拿大“双反调查”不会对公司经营业绩产生重大不利影响 众鑫股份(603091)公告，加拿大调查机关就进口自中国的热成型模制纤维餐具作出反倾销和反补贴终裁。公司及全资子公司广西华宝纤维制品有限公司的反补贴税率分别为9.9%和5.7%，反倾销税率分别为111%和120.5%。调查期内（2024年10月1日至2025年9月20日），公司及全资子公司出口至加拿大所有热成型模制纤维餐具的销售额为1.09亿元，其中涉案规格的产品销售额为0.55亿元。公司泰国工厂10万吨产能，其中有7.5万吨已达产，2.5万吨已完成试生产，涉案规格的产品在泰国工厂已具备生产解决方案及供货能力，此次加拿大的“双反调查”不会对公司经营业绩产生重大不利影响，但订单的转移会对国内产能利用率的提升存在一定影响。 鼎际得：公司及实控人因涉嫌信披违规被证监会立案 鼎际得(603255)公告，公司及实控人张再明当日分别收到证监会下发的立案告知书。因公司及张再明涉嫌信息披露违法违规，证监会决定对公司及张再明立案。目前，公司各项经营活动均正常开展，该事项不会对公司生产经营产生重大影响。 *ST天宜：因涉嫌信披违规被证监会立案 *ST天宜(688033)公告，公司当日收到证监会下发的立案告知书，因公司涉嫌信息披露违法违规，证监会决定对公司立案。立案调查期间，公司将积极配合中国证监会的相关调查工作，并严格按照监管要求及时履行信披义务。 迅游科技：第一大股东所持公司4.09%股份拟被司法拍卖 迅游科技(300467)公告，持股8.8...

吉宏股份（002803）公告，公司及相关人员于2026年5月29日收到厦门证监局下发的《厦门证监局关于对厦门吉宏科技股份有限公司采取责令改正措施的决定》和《厦门证监局关于对庄浩、王亚朋、陆它山、张路平采取出具警示函措施的决定》。因2025年度，公司与关联方AJT Printing and Packing FZ-LLC发生关联交易1.56亿元，占公司最近一期经审计净资产绝对值的7.06%，公司未按规定及时履行关联交易审议程序和信息披露义务，违反了《上市公司信息披露管理办法》相关规定。

爱仕达公告，控股股东爱仕达集团于2026年5月28日解除2024年5月24日质押的10000000股，并于同日向中国工商银行股份有限公司温岭支行新质押10000000股，占其持股7.96%、占公司总股本2.94%。操作后，其质押股份余额89000000股，占其持股70.83%、占公司总股本26.13%；股东及一致行动人合计质押1.19亿股，占其持股58.71%、占公司总股本35.05%。