*ST华嵘发布更正公告，公司股票进入退市整理期交易的起始日为2026年6月1日，退市整理期为15个交易日，预计最后交易日为2026年6月22日。如证券交易日期出现调整，公司退市整理期最后交易日期随之顺延。如公司股票在退市整理期内全天停牌的，停牌期间不计入退市整理期，预计的最后交易日期将顺延。全天停牌天数累计不超过5个交易日。

文章提及标的 宁波远洋 -- 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

Fang Zheng Costco ( COST ) saw record fuel sales volumes in the third quarter as shoppers flocked to its gas stations to pay less at the pump amid high oil prices driven by the Iran war. "All three four-week fiscal periods of the quarter set successive all-time company volume sales records, with the final five weeks of the quarter becoming our top 5 volume weeks ever," Costco ( COST ) CEO Ron Vachris said during an earnings call on Thursday. "The high consumer price sensitivity, which fueled these record volumes, also drove many members to use our gas stations for the very first time in Q3," he noted, adding that "this will drive even greater loyalty with these members in the future." Costco ( COST ) reported Q3 comparable sales growth of 9.8%, well above the consensus estimate of 7.8%. Gas price inflation positively impacted comp sales by about 2.2%. "Gas prices are very much on members' minds," said Costco ( COST ) CFO Gary Millerchip, as gas is now a bigger percentage of a member's total spend in the month because of higher prices. "We've widened our gaps in terms of price to make sure we're there for our members." More on Costco Costco Wholesale (COST) Q3 2026 Earnings Call Transcript Costco Wholesale 2026 Q3 - Results - Earnings Call Presentation Costco Q3 Earnings Preview: Great Business With Limited Upside Costco outlines 30-plus net new openings per year

At the time, officials estimated the cost at between £17m and £700m - however, that top figure would only apply if all of the waste was dug up and transported elsewhere, which is not what Muir's department is planning to do.

The trillion-dollar company that Warren Buffett helped build, Berkshire Hathaway (BRKA 0.27%)(BRKB 0.53%), has entered uncharted territory. For the first time in well over half a century, the Oracle of Omaha, who outperformed the benchmark S&P 500 (^GSPC +0.58%) by more than 6,000,000% over six decades, is not at the helm. But just because Buffett retired as CEO on Dec. 31 and handed the reins to his protégé, Greg Abel, it doesn't mean his legacy isn't lasting. Two weeks ago, an update of Warren Buffett's $786 million "secret" portfolio revealed that a time-tested investment and proven millionaire-maker is still the No. 1 holding. The Oracle of Omaha's "secret" portfolio is nothing like Berkshire's $333 billion portfolio In 1998, Berkshire Hathaway acquired General Re in an all-stock deal valued at approximately $22 billion. Though the catalyst of this deal was General Re's reinsurance operations, this wasn't the only puzzle piece of this acquisition. General Re also owned a specialty investment firm, New England Asset Management (NEAM). Upon completion of the deal, NEAM became a subsidiary of Berkshire Hathaway. Although Buffett didn't oversee NEAM's portfolio in the same way that he directed traffic for Berkshire's $333 billion investment portfolio, NEAM's assets are, ultimately, part of Berkshire. This connection is what makes NEAM Buffett's "secret" portfolio. Institutional investors with at least $100 million in assets under management are required to file a Form 13F with regulators every quarter, detailing their buying and selling activity. NEAM handily exceeds this threshold, allowing investors to track trades in this under-the-radar portfolio. New England Asset Management's latest 13F shows 99 holdings, with a big emphasis on exchange-traded funds (ETFs), preferred stocks, and time-tested dividend stocks. This is in stark contrast to Berkshire's concentrated investment portfolio. This top holding is a surefire moneymaker (with a catch) Sitting atop the pedes...

Key Points Although Warren Buffett retired as Berkshire Hathaway's CEO on Dec. 31, his legacy is lasting. The Oracle of Omaha's "secret" portfolio, which can be traced to a Berkshire acquisition in 1998, is highly diverse and ETF-oriented. The top holding of Buffett's secret portfolio tracks an index that hasn't generated a negative rolling 20-year total return (including dividends) since 1900. 10 stocks we like better than SPDR S&P 500 ETF Trust › The trillion-dollar company that Warren Buffett helped build, Berkshire Hathaway (NYSE: BRKA)(NYSE: BRKB), has entered uncharted territory. For the first time in well over half a century, the Oracle of Omaha, who outperformed the benchmark S&P 500 (SNPINDEX: ^GSPC) by more than 6,000,000% over six decades, is not at the helm. But just because Buffett retired as CEO on Dec. 31 and handed the reins to his protégé, Greg Abel, it doesn't mean his legacy isn't lasting. 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 » Two weeks ago, an update of Warren Buffett's $786 million "secret" portfolio revealed that a time-tested investment and proven millionaire-maker is still the No. 1 holding. The Oracle of Omaha's "secret" portfolio is nothing like Berkshire's $333 billion portfolio In 1998, Berkshire Hathaway acquired General Re in an all-stock deal valued at approximately $22 billion. Though the catalyst of this deal was General Re's reinsurance operations, this wasn't the only puzzle piece of this acquisition. General Re also owned a specialty investment firm, New England Asset Management (NEAM). Upon completion of the deal, NEAM became a subsidiary of Berkshire Hathaway. Although Buffett didn't oversee NEAM's portfolio in the same way that he directed traffic for Berkshire's $333 billion investment portfolio, NEAM's assets are, ultimately, part of Berkshire. Th...

截至2026年一季度，资金总量前十的城市存款余额总量均超过了5万亿大关，其中4个城市超过了10万亿。 城市“金融机构各项存款余额”，又叫“资金总量”，反映了一个城市对资金的吸附能力，也是衡量这个城市综合实力和发展潜力的重要依据。 第一财经记者梳理各大城市金融机构各项存款余额发现，截至2026年一季度，资金总量前十的城市存款余额总量均超过了5万亿大关，其中4个城市超过10万亿。 3月末，北京市本外币各项存款余额31.7万亿元，同比增长9.6%，比年初增加1.1万亿元。其中，外币存款余额1201.6亿美元。 北京是金融监管中心，拥有北交所在内的金融要素交易平台，聚集了全国最多的大型金融机构、中央企业，还有大量的大型跨国公司地区总部以及在北京成长起来的大型民企总部和从外埠迁入北京的企业总部，上市公司数量位居全国第一，总市值亦遥遥领先。 上海则坐拥上交所和一大批金融机构，总部经济十分突出，大型跨国公司地区总部数量居全国首位。3月末，上海全市中外资金融机构本外币存款余额24.87万亿元，同比增长13.0% 作为强一线城市，北京和上海均是名副其实的全国中心城市，两城的资金总量遥遥领先其他城市。整体来看，上海和北京现代服务业、高新技术产业、新兴产业发达，总部经济突出，集聚的资金多。 京沪之后，位于华南地区的深圳存款余额也超过了15万亿，位居第三。数据显示，3月末，深圳全市金融机构（含外资）本外币存款余额152636.36亿元，同比增长9.3%。作为深交所的所在地，深圳也聚集了大批金融机构、高新技术企业以及上市公司。 根据媒体报道，今年2月6日，随着卓正医疗、大族数控在港股挂牌，深圳辖区上市公司总数突破600家。这一里程碑“节点”是深圳“科技-产业-金融”深度融合的最新发展成果。600家深圳上市公司中，境内426家、境外174家。新增A股企业多登陆科创板与创业板，科技创新成为核心聚焦方向。受益于资本市场包容性提升、流动性活跃，一系列“技术硬”、代表智能制造的深圳科技企业加速筹备上市发行，以谋求全球化、跨越式发展机遇。 广州的数据显示，3月末，全市金融机构本外币存贷款余额18.87万亿元，同比增长8.7%，增速比去年末提升2.3个百分点。存款余额突破10万亿元，增长11.2%。广州也成为继北上深之后，第4个存款余额破10万亿大关的城市。 杭州的本外币存款余额超过了8.5万亿，达856...

中国生物制药公告，集团附属公司正大天晴药业集团股份有限公司独家引进的国家1类创新药纳地美定(Naldemedine)（通用名称：甲苯磺酸纳地美定片，商品名称：欣璞落 /Symproic ）已获得中国国家药品监督管理局(NMPA)批准上市，用于治疗成人因阿片类药物引起的便秘(OIC)。

格隆汇5月29日｜港股5月交易今日正式收官，港股三大指数呈现上半月小幅冲高，下半月持续回调行情。本月三大指数涨跌互现，恒生科技指数表现优于恒指，本月恒生指数跌2.3%报25182点，国企指数跌2.95%报8425点，恒生科技指数小幅上涨0.27%报4884点。尽管指数平淡，但结构分化极为显著——资金从传统互联网平台全面涌入AI算力、半导体等“硬核”方向。 板块方面，存储半导体板块为5月最强主线，芯智控股涨73.22%，兆易创新涨近58%，澜起科技涨52.79%，华虹半导体涨41.37%，纳芯微涨31%，这些个股均创下历史新高！另外，中芯国际涨15%同样逼近高价。光通信，手机产业链、商业航空、锂电池、内房股等板块相对活跃。其中，舜宇光学涨31.55%，中国海外发展涨17.62%，长飞光纤涨14.17%并且连涨7个月。 大型科技股方面，百度涨9.52%，网易涨8.38%，快手涨6.15%，美团跌11.77%，腾讯跌7.6%，阿里巴巴跌4%，小米跌3.38%，京东跌2.4%。此外，受业绩与AI推动，联想集团月末加速上涨，股价大涨105.6%创历史新高！ 根据中信证券、海通国际、国元证券等多家机构的观点，市场对6月港股展望的核心共识是：短期存在“拔估值”窗口，但需要警惕解禁高峰带来的流动性压力，整体呈现“防守反击”的震荡格局。(格隆汇)

伊朗冲突再度搅动 5 月全球债券市场。交易员押注各国央行将加息，推动债券收益率攀升至数十年高位；而后和平谈判出现进展、经济数据走弱，收益率又应声大幅回落。 即便冲突彻底结束会立刻缓解市场压力、降低全球各国政府的融资成本，但 5 月债市的剧烈波动也凸显出，投资者对通胀走势与不断高企的公共债务始终心存担忧。 美债市场剧烈波动 受伊朗局势影响，规模达 28 万亿美元的美国国债市场遭遇动荡。5 月 20 日， 美国 30 年期国债收益率飙升至 5.2% 左右 ，创下 2007 年以来新高。 和平谈判陷入停滞、油价重回每桶 110 美元上方，叠加美国通胀数据居高不下，成为全球债券遭抛售的主要诱因。 英国债券收益率创下二三十年新高，日本部分债券收益率触及历史峰值，德国 10 年期国债收益率也升至 2011 年以来最高水平。 富兰克林邓普顿欧洲固定收益主管戴维・赞恩表示：“市场担忧，通胀高企的持续时间会超出此前预期。” 市场逐步降温，显现增长隐忧 美伊双方传出谈判进展，油价随之回落；同时欧洲等地区经济数据疲软，大幅削弱了央行大幅加息的可能性，债券融资成本由此走低。 上周公布的数据显示，受能源价格上涨拖累，5 月欧元区经济活动创下两年半以来最大降幅。 资产管理公司坎德拉姆首席投资官尼古拉斯・福雷斯特称：“当前收益率水平对投资者已具备吸引力。经济增速放缓，整体利好债券市场。” 美债走势独树一帜 此前欧元区、英国、日本等能源进口经济体一直是债券抛售潮的重灾区，而 5 月美国债市表现明显弱于其他地区 。 4 月 30 日至 5 月 29 日，美国 10 年期国债收益率上行 6 个基点，同期德国国债收益率则下行 6 个基点。 欧洲经济数据降温，市场加息预期随之减弱；而在人工智能领域投资热潮的加持下，美国经济依旧保持强劲。 交易商已彻底打消美联储今年降息的预期，甚至一度押注美联储将在 12 月累计加息 25 个基点。 周四数据显示，美联储青睐的核心通胀指标 4 月同比上涨 3.8%，创下三年来最大同比涨幅。 对英国国债市场而言，5 月依旧惊心动魄。自 2022 年利兹・特拉斯执政引发市场危机后，英国国债便极易遭遇抛售行情。 责任编辑：郭明煜

全球投资者今年疯狂涌入三星电子和SK海力士股票交易，推动这两只内存股分别上涨了147%和245%，但飙升的股价给一些基金带来了意想不到的麻烦。由于这两家公司股价屡创新高，已经触及了一些基金单只股票持仓比例上限10%的限制，迫使这些基金抛售这两只股票。苏黎世的GAM投资管理公司和新加坡的Jupiter资产管理公司据悉正是触发此类抛售的公司之一，其已经无奈调整了投资组合。这一被迫抛售无疑凸显了当前内存市场的拥挤程度，也可能进一步加大波动性。截至周四，全球投资者净抛售了价值636亿美元的韩国股票，这是自1999年有数据以来最大的单月抛售量。其中，三星和SK海力士今年合计净流出资金达586亿美元。（财联社）

万华化学公告，公司董事、常务副总裁华卫琦于2026年5月29日通过集合竞价交易方式，以自有资金买入公司A股股票8000股，买入均价为73.52元/股。此次交易后，华卫琦持有公司股票总数增至15000股。华卫琦表示，此次增持是基于对公司未来发展的看好，并承诺自买入之日起六个月内不再卖出所购股票。

记者29日获悉，中央网信办近日印发通知称，在全国范围内启动为期2个月的“清朗·优化营商网络环境整治恶意炒作涉企信息”专项行动，集中整治恶意炒作涉企侵权信息乱象，从严从快清理处置涉企侵权信息、账号，督促网站平台扎实履行主体责任，健全涉企信息内容管理机制，加大涉企侵权信息处置力度，进一步优化营商网络环境。 专项行动聚焦恶意炒作涉企信息、诋毁抹黑企业、牟取非法利益、侵犯企业家个人权益等四类突出问题开展整治，包括恶意集纳涉企负面信息，泛化异化炒作企业经营问题或产品质量问题；利用AI生成涉企虚假不实信息，恶意抹黑诋毁企业、企业家；发布涉企负面信息后，向企业索要“删帖费”“撤稿费”；炒作企业家个人隐私等。 根据工作要求，专项行动将压实主体责任，指导督促网站平台加强涉企侵权信息发现力、研判力、处置力，强化AI生成合成信息、网络测评活动信息管理，加大账号、MCN机构管理力度；对经依法处置的网站、平台和账号适时曝光，强化警示震慑。(新华社)

Alistair Berg/DigitalVision via Getty Images U. S. equity futures remained steady Friday morning, after a record-breaking day on Wall Street. Market sentiment is supported by strong tech earnings and diplomatic progress in the Middle East. However, ongoing market challenges are limiting overall trading volumes ahead of key economic updates. Here are some of Friday's biggest stock movers: Biggest stock gainers Dell Technologies ( DELL ) +38.4% - Shares advanced after posting record Q1 revenue of $43.8 billion (+88% YoY) and massive non-GAAP EPS of $4.86. The company also upped its full-year forecast for fiscal 2027 , as it now sees revenue between $165B and $169B, up from a prior range of $138B to $142B. Analysts were expecting $142.12B in full-year revenue. Adjusted earnings are expected to be $17.90 per share at the midpoint, well above the $13.12 analysts had anticipated. For the upcoming second quarter of fiscal 2027, Dell said it expects revenue to be between $44B and $45B, with the $44.5B midpoint well above the $35.06B analysts were expecting. Adjusted earnings for the second quarter are expected to be $4.80 per share, well above the $2.99 analysts were anticipating. Hewlett Packard Enterprise ( HPE ) +19.1% - Shares gained momentum in sympathy with Dell's blockbuster numbers and a major pre-earnings price target hike to $37 from $27 (retaining an Overweight rating). Analysts noted strong enterprise refresh activity and high demand for networking/cloud solutions. A clear path to a $3.00 EPS target for fiscal 2028 suggests a promising mid-to-high-teens earnings CAGR before Q2 earnings on June 1. NetApp ( NTAP ) +15.2% - Shares advanced after delivering strong Q4 earnings , beating top- and bottom-line expectations with an adjusted EPS of $2.43 on revenue of $1.95 billion, driven by robust expansion in high-margin all-flash storage arrays. NetApp anticipates Q1 2027 sales of $1.75B to $1.9B, surpassing the $1.67B forecast. Adjusted earnings are projected between...

Key Points Ethereum is crypto's largest and most important venue for decentralized finance (DeFi). Hyperliquid has a small but quickly growing DeFi ecosystem. However, it's facing a lot of competition. 10 stocks we like better than Hyperliquid › Investors are always coming up with new narratives about new challengers rising and unseating the market's entrenched leaders. Today, there's a narrative that suggests Hyperliquid (CRYPTO: HYPE), a blockchain and decentralized crypto exchange for trading a type of derivative called perpetual futures, just might become the next Ethereum (CRYPTO: ETH). That's more plausible than ever, considering that Hyperliquid spent its first year of existence bulldozing its competition in decentralized derivatives before starting to expand into the broader decentralized finance (DeFi) segment. DeFi is Ethereum's main reason for being, and in that respect it's way out in front. 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 » But becoming the next Ethereum is a big task. That network grew to be plenty big, but the more important factor is that it invented the very category it grew into. Whether Hyperliquid can follow that arc depends on several different factors, so let's analyze them and see if it has a shot at unseating the crypto sector's reigning DeFi champion. This chain has the energy of a unicorn tech start-up Hyperliquid's grip on the decentralized perpetuals market is hard to overstate. As of April 2026, it controlled more than 70% of open interest (OI) across decentralized perpetual markets, processing upward of $180 billion in monthly volume, which is more than every other on-chain derivatives platform combined. Perpetual futures contracts are essentially a way of making a leveraged bet on the direction that an asset is moving constantly, rather than using other...

翔港科技公告，公司拟向不特定对象发行可转换公司债券募集资金不超过4.78亿元，扣除发行费用后的募集资金净额将用于翔港科技彩盒包装扩产项目、翔港科技研发中心升级项目及补充流动资金。 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

格隆汇5月29日｜瑞银将Snowflake的目标价从210美元上调至325美元，维持“买入”评级。(格隆汇)

小摩：降理想汽車-W(02015)目標價至56港元 重申“減持”評級 作者 智通財經 Investing.com 香港 - 股市報價& 財經新聞

记者29日从农业农村部了解到，全国夏粮收获过两成。 农业农村部有关负责人表示，去年各地千方百计应对罕见秋季连阴雨影响，稳住了冬小麦面积，追回了苗情。据农业农村部农情调度显示，截至5月28日，全国夏粮收获过两成，冬小麦收获已近两成，其中西南接近尾声、长江中下游过八成，黄淮海即将开始大面积收获。全国冬油菜收获过九成，进入扫尾阶段。 夏粮包括夏收的谷物、豆类和薯类。其中夏收谷物主要包括小麦、大麦等；夏收豆类主要包括蚕豆、豌豆和胡豆；薯类包括马铃薯和甘薯。(新华社)

Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today: Brookfield Corporation BN is a diversified investment company. The Zacks Consensus Estimate for its current year earnings has been revised 10.7% downward over the last 60 days. CNB Financial Corporation CCNE is a bank holding company for CNB Bank. The Zacks Consensus Estimate for its current year earnings has been revised 7.1% downward over the last 60 days. Cass Information Systems, Inc. CASS is a payment and information processing services provider.The Zacks Consensus Estimate for its current year earnings has been revised 14.2% downward over the last 60 days. View the entire Zacks Rank #5 List. 5 Stocks Set to Double Each was handpicked by a Zacks expert as the #1 favorite stock to gain +100% or more in 2024. While not all picks can be winners, previous recommendations have soared +143.0%, +175.9%, +498.3% and +673.0%. Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Cass Information Systems, Inc (CASS) : Free Stock Analysis Report CNB Financial Corporation (CCNE) : Free Stock Analysis Report Brookfield Corporation (BN) : Free Stock Analysis Report To read this article on Zacks.com click here. Zacks Investment Research The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

1-4月，全国国有及国有控股企业营业总收入同比下降0.5%，利润总额同比增长1.9%。具体数据为：营业总收入262700.9亿元，利润总额13741.7亿元。应交税费同比增长3.9%，达到21179.4亿元。4月末，国有企业资产负债率65.5%，同比上升0.4个百分点。(新华社) 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

格隆汇5月29日｜昨日刚创下历史新高的水晶光电(002273.SZ)今日跌停，换手率7.78%，成交额43.15亿元。龙虎榜数据显示，深股通买入3.3亿元，卖出4.93亿元，净卖出1.63亿元；四家机构买入2.5亿元，卖出4.92亿元，净卖出2.42亿元。上榜席位全天买入7.36亿元，卖出10.52亿元，合计净卖出3.16亿元。(格隆汇)

南向资金净买入18.84亿港元 今日港股盘面呈权重科技与内房双轮驱动的格局，半导体板块则出现明显回调。截止收盘，恒生指数涨0.7%报25182点，国企指数涨0.73%报8425点，恒生科技指数微幅下跌0.09%报4884点。本周，恒指累跌0.8%，国指累跌0.58%，恒生科技指数累涨2.42%。 盘面上， 连续走低的大型科技股多数出现反弹行情，尤其是百度一度大涨近9%最终收涨3.5%；城市更新“十五五”规划出炉，内房股集体拉升，碧桂园盘初一度飙涨超40%收涨16.27%；油价回落叠加旺季预期，机构看好“超级周期”，航空股回暖；用电负荷创新高叠加算电催化，电力股携手煤炭股集体上涨。此外，戴尔业绩炸裂，联想集团一度飙升超30%再创历史新高！另一方面，存储半导体股高开低走，重型机械股继续跌势，三一国际再刷阶段新低。 具体来看： 大型科技股多数反弹，联想集团涨超21%，舜宇光学科技涨超13%，百度集团涨超3%，哔哩哔哩、海尔智家等跟涨。 内房股集体飙升，碧桂园涨超16%，融创中国涨超7%，融信中国、 万科企业、 远洋集团、 建发国际涨超6%。 消息面上，国务院日前印发《城市更新“十五五”规划》。本轮规划重要看点之一，是明确了“十五五”期间要完成的量化指标， 比如老旧小区改造约11.5万个，危旧房改造50万套（间），老旧街区和厂区改造约1500个，城中村改造4000个，地下管网更新约36.5万公里。 航空股集体回暖， 国泰航空、 中国东方航空 涨超4%， 中国南方航空涨超3%， 中国国航、北京首都机场股份跟涨。 消息上，亚洲早盘油价下跌，受对美伊可能达成协议的乐观情绪影响，该协议可能会缓解对供应中断的担忧。布伦特原油期货跌幅扩大至1%，报91.757美元/桶。 生物医药股反弹，复宏汉霖涨超8%，康方生物、康诺亚-B涨超6%，荣昌生物涨超4%，药明合联、君实生物等跟涨。 存储、半导体股重挫，澜起科技跌超12%，FORTIOR、上海复旦跌超11%，纳芯微跌超10%，豪威集团、天数智芯等跟跌。 电力设备股走低，哈尔滨电气跌超8%，东方电气跌超6%，上海电气、威胜控股跌超4%，金风科技、亿华通等跟跌。 油气设备与服务股跌幅居前，瑞昌国际控股跌超12%，百勤油服跌超7%，安东油田服务、华商能源跌超3%。 消息面上，美东时间28日周四，据央视援引美媒报道，美国官员的消息称，美国与伊朗已就...

Lenovo Group has unexpectedly emerged as the best performer on the Hang Seng Index this year after its shares more than doubled, as optimism builds that the Chinese personal computer (PC) maker will become more reliant on artificial intelligence for growth. The stock surged 22 per cent to HK$24 in Hong Kong on Friday, extending its gain so far in 2026 to 159 per cent, ranking first among the 90 constituent members of the city’s stock market benchmark indicator. Lenovo’s gain was more than three times that of Contemporary Amperex Technology, the second-best performer on the Hang Seng gauge with a 47 per cent advance. The surge came after Lenovo signed a contract with the Tianjin municipal government to invest in a research and manufacturing centre for products linked to AI computing power, with mass production estimated in 2027. Also adding to buying sentiment was the upbeat guidance by global peer Dell Technologies for the AI business. Over the past week, Lenovo has jumped 52 per cent after its fourth-quarter results last week showed that growth of its AI segment accelerated. Advertisement “Lenovo is evolving from a PC-led hardware company into a hybrid AI platform spanning devices, AI infrastructure and services,” said Jim Hin Kwong Au, an analyst at DBS Group. “Its global device installed base, and ‘global-local’ supply chain should help defend profitability through the memory upcycle, while AI PCs, Motorola smartphones and enterprise AI infrastructure create multiple monetisation layers.” Investors’ enthusiasm for Lenovo underscores the increasing conviction that the traditional manufacturer would benefit from the AI boom by leaning more into data centres, cloud and computing services. Its AI-related revenue surged 84 per cent from a year ago in the quarter ending in March, contributing 38 per cent of total sales, according to its earnings report. Advertisement As the global AI trade continues to develop, investors are scouring for stocks that can generate real c...

Private Capital Advisors Inc. cut its holdings in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 5.8% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 74,628 shares of the e-commerce giant's stock after selling 4,587 shares during the period. Amazon.com comprises approximately 1.8% of Private Capital Advisors Inc.'s holdings, making the stock its 8th biggest position. Private Capital Advisors Inc.'s holdings in Amazon.com were worth $17,226,000 as of its most recent SEC filing. Several other hedge funds and other institutional investors have also modified their holdings of the business. Lifelong Wealth Advisors Inc. boosted its holdings in shares of Amazon.com by 2.4% in the 4th quarter. Lifelong Wealth Advisors Inc. now owns 1,740 shares of the e-commerce giant's stock valued at $402,000 after buying an additional 41 shares during the period. Financial Connections Group Inc. lifted its position in Amazon.com by 2.6% in the 4th quarter. Financial Connections Group Inc. now owns 1,633 shares of the e-commerce giant's stock valued at $376,000 after purchasing an additional 42 shares during the last quarter. Marquette Asset Management LLC lifted its position in Amazon.com by 5.1% in the 4th quarter. Marquette Asset Management LLC now owns 886 shares of the e-commerce giant's stock valued at $205,000 after purchasing an additional 43 shares during the last quarter. Western Financial Corp CA lifted its position in Amazon.com by 1.5% in the 4th quarter. Western Financial Corp CA now owns 3,076 shares of the e-commerce giant's stock valued at $710,000 after purchasing an additional 44 shares during the last quarter. Finally, Navalign LLC lifted its position in Amazon.com by 0.3% in the 4th quarter. Navalign LLC now owns 13,349 shares of the e-commerce giant's stock valued at $3,081,000 after purchasing an additional 44 shares during the last quarter. 72.20% of the stock is owned by institutional investors and hedge funds. Get Amazon...

Underwriting discipline eventually separates winners from losers Klaus Vedfelt/DigitalVision via Getty Images In a prior article , I compared Mercury General ( MCY ) with Safety Insurance ( SAFT ), and named Safety as a "safer Mercury". During the pre-COVID period, Safety Insurance was a decent underwriter, with a combined ratio ranging between 95% and 97% - or an underwriting margin of roughly 3–5%. On the other hand, Mercury was a struggling insurer that ultimately lost its dividend aristocrat status following the post-COVID inflationary environment, the lack of repricing, and insufficient underwriting measures. Mercury General was a falling knife, while Safety was what I would call a “so-so” regional carrier: not bad, not great, but sufficiently profitable to reward shareholders. In 2026, it is time to revisit the situation and see whether the paradox still exists. Spoiler alert: the situation has changed massively, and the bad has become the good - and vice versa. Underwriting Performance Comparison The key metric for a property & casualty insurer is the combined ratio level. Hypergrowth aficionados would argue that growth is everything. Not in the insurance industry. Underwriting discipline is the key. Both insurers suffered from the post-COVID inflation surge. In 2022 and 2023, both insurers reported underwriting losses. But while Safety continued posting underwriting losses in 2024, Mercury General managed to restore profitability and continued generating underwriting profits over 2025. Safety returned to profitability only in 2025, after three consecutive years of underwriting losses. Year Mercury General Safety Insurance 2020 93.6% 95.6% 2021 98.7% 89.4% 2022 109.5% 102.7% 2023 105.8% 107.7% 2024 96.1% 101.1% 2025 96.5% 99.0% Click to enlarge Source: MCY & SAFT's Annual reports In Q1 2026, Mercury’s outperformance became even more obvious, with a combined ratio of 89.3% versus 113.4% for Safety Insurance. The Northeastern insurer suffered from two catastrop...

自去年9月初以来，美军在加勒比海和东太平洋持续打击所谓“运毒船”，迄今已造成至少199人死亡。据美联社28日报道，在这199人中，有22人在美军的首次打击中幸存，但随后在美军二次打击中或在海上死亡。美军南方司令部称，美军会将打击中的幸存者情况告知美国海岸警卫队，相关情况多被转交至袭击地点周边国家。按美联社说法，迄今仅有三人被成功营救。其中两人于去年10月在一艘被指运载毒品的船只遭袭后获救，随后被遣返回厄瓜多尔和哥伦比亚；一人今年3月遭袭后被美国海岸警卫队救起并移交哥斯达黎加，这次袭击还造成另外两人死亡。由于美国政府一直未公布任何证明其攻击目标涉毒的证据，相关军事行动的合法性在美国国内外备受质疑。（新华社）

近日，美国新泽西州一处移民与海关执法局拘留中心附近，抗议者与警方爆发激烈冲突。数月来，该拘留中心屡次被曝“非人道”对待被拘者，包括提供腐烂变质的食物、医疗服务严重匮乏等。（新华社）

格隆汇5月29日｜科创50指数样本调入华虹公司、源杰科技、摩尔线程、沐曦股份，于2026年6月12日收市后生效。