Database provider ClickHouse has crossed $250 million in annualized revenue run rate, tripling its business from last year, Yury Izrailevsky, co-founder and president of product and technology, told TechCrunch. Israilevsky expects the revenue figure to reach the high nine figures by the end of the year. ClickHouse was valued at $15 billion in January following a $400 million Series D funding round led by Dragoneer Investment Group. The latest valuation implies a steep multiple of over 60 times annualized revenue. The fast revenue growth and premium valuation position the less-than-five-year-old company for an IPO within the next few years, according to Izrailevsky (pictured left). ClickHouse joins a small, but growing list of tech startups signaling plans to go public as the IPO window is expected to be flung wide open by SpaceX’s historic June debut, followed by highly anticipated listings from OpenAI and Anthropic later this year. Last fall, the startup hired Jimmy Sexton, who previously ran investor relations at Snowflake, one of ClickHouse’s main competitors, as chief financial officer. Bringing on a CFO is often viewed as a signal that a company is preparing for public markets. The company has already acquired six startups, including Langfuse, which helps developers track and evaluate AI agent performance. Izrailevsky indicated that ClickHouse plans to remain acquisitive, looking to scoop up “relatively young, but showing very promising technology” startups, typically open-source, that complement its core product suite. The technology behind ClickHouse was originally developed inside Russian search giant Yandex 17 years ago, but spun out as an independent startup in 2021. ClickHouse has over 4,000 customers, including Anthropic, Meta, Capital One, and Decagon. The startup’s open-source database is designed to process the massive datasets required by AI agents. ClickHouse generates revenue by selling managed cloud services. Izrailevsky claimed that this commerci...

Database provider ClickHouse has crossed $250 million in annualized revenue run rate, tripling its business from last year, Yury Izrailevsky, co-founder and president of product and technology, told TechCrunch. Izrailevsky expects the revenue figure to reach the high-nine digits by the end of the year. ClickHouse was valued at $15 billion in January following a $400 million Series D funding round led by Dragoneer Investment Group. The latest valuation implies a steep multiple of over 60 times annualized revenue. The fast revenue growth and premium valuation position the less-than-five-year-old company for an IPO within the next few years, according to Izrailevsky (pictured left). ClickHouse joins a small, but growing list of tech startups signaling plans to go public as the IPO window is expected to be flung wide open by SpaceX’s historic June debut, followed by highly anticipated listings from OpenAI and Anthropic later this year. Last fall, the startup hired Jimmy Sexton, who previously ran investor relations at Snowflake, one of ClickHouse’s main competitors, as chief financial officer. Bringing on a CFO is often viewed as a signal that a company is preparing for public markets. The company has already acquired six startups, including Langfuse, which helps developers track and evaluate AI agent performance. Izrailevsky indicated that ClickHouse plans to remain acquisitive, looking to scoop up “relatively young, but showing very promising technology” startups, typically open-source, that complement its core product suite. The technology behind ClickHouse was originally developed inside Russian search giant Yandex 17 years ago, but spun out as an independent startup in 2021. ClickHouse has over 4,000 customers, including Anthropic, Meta, Capital One, and Decagon. The startup’s open-source database is designed to process the massive datasets required by AI agents. ClickHouse generates revenue by selling managed cloud services. Izrailevsky claimed that this commercia...

当低空经济赛道的融资节奏整体放缓，一家成立近四年的杭州公司在半年内连续完成四轮股权融资，累计金额接近2亿元。 市场并非突然回到“非理性繁荣”，更可能是资本在一个更现实的阶段重新排序。 蓝色向量（Blue Vector）及其旗下整机品牌 Skyla 的吸引力，不在于它造了一架更酷的飞机，而在于它试图在eVTOL行业尚未形成技术标准与系统架构共识之前，提前卡位系统平台层，并用整机项目反向验证其软件与航电能力。 融资逆势背后 过去两年，低空经济经历过一次典型的政策与资本共振。城市试点、产业园区、示范航线、场景落地几乎同步启动，资金迅速涌入，整机公司估值被推高。 不过到了2026年，市场开始换算法。 一个显著变化是，投资人越来越少问“你飞得多快”，更多问“你什么时候能把数据交给局方”。融资逻辑从“技术想象力”转向“适航兑现率”。行业里最受追捧的企业，不一定是飞行视频最炫的那家，而是能把研发节奏、试飞节奏、合规节奏和供应链节奏绑定在一起的那家。 蓝色向量的融资节奏恰好落在这种结构性切换上。 从公开披露来看，它在短时间内吸引了金鼎资本、中金资本等机构持续加注，老股东也多次跟投。这类资本的共同特征是偏产业视角：他们通常不会因为一段首飞视频下注，更关心一家公司能否在未来三到五年形成产业级能力输出。 也就是说，蓝色向量获得的并不是“情绪资金”，而更像是“工程体系资金”。 但工程体系的价值如何体现？答案可能不在融资新闻里，而在它选择的技术路线和业务结构里。 倾转旋翼的门槛：难点不在首飞 倾转旋翼一直被认为是eVTOL路线里最难的一类。它试图同时拿到两件事：直升机式的垂直起降能力，以及固定翼飞机的巡航效率。理论上，这意味着更高的速度上限和更大的航程潜力。 听起来很美，不过工程现实通常很残酷。 倾转真正的难点不是“飞起来”，而是“飞得可控”。在过渡飞行阶段，旋翼推力方向快速变化，气动干扰强，载荷突变明显。飞控系统必须在极短时间内完成模式切换，同时保持姿态稳定。更麻烦的是，倾转机构本身属于高频运动部件，长期可靠性、寿命验证、维护周期、冗余设计，都会显著拉高整机复杂度。 很多人喜欢用难所以护城河深来解释倾转路线。但在航空业里，难并不等于壁垒。难也可能意味着成本不可控、适航周期不可控，最后把企业拖成资金黑洞。 真正的分水岭在于企业能否把过渡飞行从一次性的展示，推进到高频次、可重复、可审计的数据体...

财联社5月27日讯（编辑 赵昊） 一只专注于存储股的ETF，在成立50个日历日后资产规模便突破100亿美元，这进一步表明投资者对超大规模数据中心建造热潮的狂热情绪。 根据晨星的数据，Roundhill存储ETF（Roundhill Memory ETF 代码：DRAM）于上周五达到了这一里程碑。自4月2日成立以来，该基金已暴涨124%，并吸引了超80亿美元资金流入。 隔夜，Roundhill存储ETF收涨14.56%。截至发稿，该基金盘前续涨近3%。 与之相比，另一只ETF——iShares AI Innovation and Tech Active ETF（代码：BAI）——直到上个月才在成立556天后突破100亿美元，DRAM却只用了不到十分之一的时间。 NovaDius Wealth Management总裁Nate Geraci表示，“DRAM堪称ETF发行商‘抓住风口’的教科书案例：完美的股票代码、绝佳的时机，以及完全契合当前市场的投资逻辑。” 他补充道：“考虑到市场目前对AI基础设施概念股的疯狂追捧，我预计未来会出现一波模仿Roundhill成功模式的新ETF产品。” 这两只ETF的暴涨，正值投资者为多家重量级科技公司IPO做准备之际，包括SpaceX、Anthropic以及OpenAI。市场预计它们合计估值可能高达4万亿美元。 TMX VettaFi研究主管Todd Rosenbluth表示：“投资者正在全面押注AI，而这两只ETF都提供了对这一主题的精准敞口。” 不过，两只基金的持仓结构存在明显差异。BAI较为分散，覆盖了包括博通、英伟达、AMD等芯片巨头。 DRAM则高度集中，其73%的资产仅押注三家公司：SK海力士、三星电子和美光科技。在截至发稿的24小时内，美光科技和SK海力士先后历史性地突破了1万亿美元市值。 但Rosenbluth警告道：“我还是想提醒投资者，这只基金绝大部分仓位都集中在三只股票上，而且它们彼此关联度很高，并不是AI供应链中的不同环节。” 晨星数据显示，自2025年初以来，AI与大数据相关ETF及共同基金规模已增长一倍以上，达到708亿美元，而增长主要来自资金流入，而非市场收益推动。 当下，投资者正押注AI需求将持续爆发。高盛全球研究院预计，未来五年全球AI数据中心建设支出将达到约7.6万亿美元，其中大部分资金将用于购买训练...

Lawmakers in Hungary have voted overwhelmingly for the country to remain a member of the international criminal court, reversing a decision made by the previous government of Viktor Orbán. Wednesday’s vote came days before the country was poised to become the only EU member state not to recognise the jurisdiction of the global tribunal, which aims to prosecute those accused of war crimes, genocide and crimes against humanity. In April last year, Orbán announced that Hungary would begin the process of pulling out of what he decried as a “political court.” He made the comments while hosting his Israeli counterpart and longtime ally, Benjamin Netanyahu – the subject of an ICC arrest warrant – in Budapest. After he was elected in a landslide victory last month, the country’s new leader, Péter Magyar, repeatedly vowed that his government would reverse the withdrawal before it took effect on 2 June. On Monday, his government submitted a bill to the parliament, setting in motion a fast-tracked procedure that resulted in 133 of 199 lawmakers voting to back the bill. The legislation must now be signed into law by the president, Tamás Sulyok, an Orbán-era appointee whom Magyar has repeatedly called on to resign. Earlier this week, the ICC’s legislative body hailed Hungary’s plan to reverse the withdrawal, describing it as “essential” to ensuring accountability for the world’s gravest crimes. The U-turn marks a bright moment for the beleaguered institution. Since Donald Trump’s return to power last year, his administration has worked steadily to hobble the Hague-based court, imposing sanctions on 11 of the court’s officials. Several of the judges and the chief prosecutor have been left grappling with the fallout, from cancelled credit cards to disappearing Amazon and Google accounts, in what one judge described as a “direct and flagrant attack” on one of the world’s most prominent courts. For weeks, Magyar had made it clear that his Tisza party would work to ensure that Hungar...

5月15日，黄仁勋出现在北京南锣鼓巷一家叫“方砖厂69号”的炸酱面馆。他点了一碗面，吃完，顺手给了好评。 此后十天，这家店在各平台新增评论数百条，有人专程飞来打卡，有人排队三小时只为在同一张桌子前拍一张照。 据《新立场》统计，黄仁勋到访后十天，店铺在“某点评”新增超过52条评论；而高德扫街榜同期新增打卡评论只有11条。 在事件最火的5月15日当天，“某书”上一个综合热度最高的视频笔记，其点赞、收藏和评论的总互动量就超过了7000次。其AI助手总结，在5月15日至25日这11天里，“某书”上关于“方砖厂69号炸酱面馆 黄仁勋”的帖子，其数量级至少在数千条。 同一时间段，同一家店，同样是黄仁勋的到访带来的热度，“某点评”“某书”的转化效果远高于扫街榜。这个对比，比任何宣传文案都更直接地说明了扫街榜当下的处境。 从账面数字看，扫街榜的成绩足以写进阿里的年报。上线23天，用户破4亿；上线100天，用户突破6.6亿。高德CEO郭宁在今年1月的发布会上公布这组数字时，语气里有掩不住的振奋。但紧接着，QuestMobile的数据给了另一个判断：83%的高德用户仍然把这个App定义为“导航工具”，而非生活服务平台。流量进来了，心智没有跟上。 扫街榜是阿里到店业务迄今最正式的一次表态。CFO徐宏曾公开表示，阿里要花两到三年时间把服务业搬到平台，撬动一个十万亿以上的“新型服务业电商”市场；高德在这个过程中被寄予厚望，要“培育成一个可以比肩淘宝的线下入口”。2026年1月，吴泳铭在新年家书中将扫街榜与淘宝闪购、千问App并列为2025年三大亮点。 近10亿月活，6.6亿扫街榜用户，九个月过去，在阿里本地生活的核心叙事里，高德扫街榜依然查无此人。这无关产品好坏，甚至不是战略方向的问题。扫街榜面对的，是阿里集团二十年来始终面对的一道结构性困境： 每当本地生活到店业务需要全集团最重的资源配套时，集团的资源永远在去往另一个更重要的战场。 5月20日阿里发布的最新股东信把这个优先级说得足够清楚：未来五年，阿里将把“AI+云”作为新的核心增长动力，目标是推动包含MaaS在内的云和AI商业化收入突破1000亿美元，约合6900亿元。为实现这一目标，阿里未来AI基建投入规模甚至将远超此前承诺的3800亿元。 也就是说，在集团层面，最重的资金、技术、组织和管理注意力，正在被明确投向AI与云计算。本地生活到...

S&P 500 forecast to end year slightly higher even as war drags on Reuters

能源股在周三美国股市盘前交易中下跌，航空股上涨，之前伊朗电视台称已获得一份美伊谅解备忘录的非正式草案，表明双方可能接近达成协议。 能源： 布伦特原油价格下跌多达5.2%，拖累能源股走低。 在下跌个股中： 雪佛龙 跌1.5%， 埃克森美孚 跌2.0%， 西方石油 公司跌2.6%， 康菲石油 公司跌2.3%， Venture Global跌3.7%。 化工： 由于战争结束将缓解供应紧张局面，化工产品和化肥股下跌。 下跌个股中，CF Industries Holdings跌2.1%， Nutrien跌0.9%， 陶氏 跌1.3%， LyondellBasell跌1.8%。 出行： 由于能源价格下跌，航空公司和邮轮运营商的股价上涨。 上涨个股中： 联合航空涨2.4%， 达美航空涨2.0%， 美国航空涨2.3%， 皇家加勒比涨2.8%，嘉年华涨3.2%，挪威邮轮涨2.9%。 责任编辑：何云

Zhanna Hapanovich/iStock via Getty Images DigitalBridge Group ( DBRG ) is set to acquire the specialist power and electric infrastructure investor, ArcLight Capital Partners, for up to $1.05B. The consideration includes a base purchase price of $650M and up to $400M of contingent consideration. The transaction is subject to completion of the previously-announced acquisition of DigitalBridge by an affiliate of SoftBank Group ( SFTBY ) ( SFTBF ). In December last year, SoftBank agreed to acquire the alternative asset manager for an enterprise value of ~$4.0B. The combined entity is expected to have more than $150B in assets. More on DigitalBridge, SoftBank Group Corp. SoftBank Group Corp. (SFTB:CA) Q4 2026 Earnings Call Transcript SoftBank Group Corp. 2026 Q4 - Results - Earnings Call Presentation SoftBank Group: Positives And Negatives Offset Each Other SoftBank Group GAAP EPS of ¥872.47, revenue of ¥7798.65B SoftBank launches large-scale battery business in Japan to build AI-era power infrastructure

神舟二十三號載人飛船早前中國太空站交會對接，黎家盈成為首位港產航天員入駐「天宮」。在北京，外交部稱相信今次航天任務將激勵更多香港青年為國家科技發展貢獻力量。 外交部發言人毛寧表示︰「神舟二十三號載人飛船成功發射，天宮迎來了首位中國香港航天員，這不僅是中國載人航天事業的又一里程碑，也是全體香港同胞的共同榮耀，是『一國兩制』實踐結出的碩果，顯示了『一國兩制』的強大生命力和顯著優越性。香港正在加快推進國際創科中心建設，相信此次航天任務，將激勵更多的香港青年為國家的科技發展貢獻力量。」

Insured Municipals Income Trust (VKSNCX) 最新股票消息和頭條新聞 Yahoo 財經

TSMC Fab 16 in China. Photo from Taiwan Semiconductor Manufacturing Co., Ltd. Source . This Bismarck Brief will contribute to our exclusive upcoming AI 2026 Bismarck Strategic Report, which will feature in-depth analysis of the state of the artificial intelligence sector and technology, together with a comprehensive profile of key players. Upgrade or subscribe now to receive full access and never miss a report. With a market capitalization of over $2 trillion (TSM), Taiwan Semiconductor Manufacturing Company (TSMC) is the most valuable semiconductor manufacturing company in the world as of May 2026. The company is considered a chip “foundry” that does not design any computer chips but only manufactures them on contract for other companies, including “fabless” semiconductor companies like Nvidia and AMD. TSMC singlehandedly dominates global production of the world’s most advanced and computationally powerful computer chips and its dominance has not just held but grown in recent years: its share of global foundry revenue has grown from 59% in 2020 to 72% as of late 2025—with second-ranked Samsung dwarfed in comparison with a market share of just 7%—and its market share reaching even higher with greater chip sophistication. At present, the entire leading edge of artificial intelligence technology is dependent on TSMC’s manufacturing capabilities as well as its ability to scale up production quickly, and by extension so are the fortunes of many of the world’s most valuable companies including Nvidia and Apple.

爆火的“小漂亮饭”，到底值不值得跟？ 最近大半年， 餐饮市场的超级趋势有两个：“小漂亮饭”“板前模式”。 其中，秉持“所有品类都用漂亮饭做一遍”的逻辑，越来越多品牌和餐饮老板入局卖漂亮饭，让漂亮饭这股风越刮越猛。 事实上，“小漂亮饭”并不是最近才出现的模式，把门店做好看、把出品做出片的餐厅一直存在，也从来不缺跟风选手。但把时间拉长到1年、3年、5年看，跑在前面的，仍是那几个品牌，比如王繁星面馆、椿芽、黑手制面，以及“鼻祖级”的米仓食堂等， 后来者并未“居上”。 盘点它们的成长路径会发现，除了漂亮、质价比，这些品牌身上还有一个明显的共同点是“克制”。 在30-60元价格带，把一顿饭的性价比做到极致 餐饮行业真正缺的是“克制”，那些穿越数个周期的餐饮品牌，长久经营的餐饮品牌，都是懂得克制的品牌。 以米仓食堂为例，这个“小漂亮饭”鼻祖级的品牌，可谓是把克制贯穿到了整个品牌的经营中。 米仓食堂创立于2017年，聚焦30-60元价格带，主打日式简餐。在“漂亮饭”和“小漂亮饭”概念出现之前，米仓食堂就已聚焦健康、美味、舒适的定位，主打1-3人用餐或小聚场景。 首先聊聊米仓食堂在定位方面的克制。 作为品类定位的先行者，米仓食堂出道即红。过去9年以来，餐饮市场风口经历了多番轮换，但米仓食堂没有选择跟风， 不去做“什么火卖什么”的动作 ，而是坚守自身定位，持续深耕健康、有质价比的定位。 谈及健康，首要的是产品。米仓食堂始终保持着克制的产品矩阵，划分前菜沙拉、米仓主食、寿喜锅物、分享热菜四大系列，每个系列的SKU数量在4-12之间，具体数量根据季节等实际情况调整，保持约2月一次上新的节奏，同时下架部分过季的或表现不佳的产品。 对于这套产品逻辑，米仓食堂创始人孙嘉伟指出，一方面是基于门店模型考量。 他表示， 一个合格的门店模型，承载能力必然是有限的。 每增加一个SKU，意味着不只是菜单变化，而是后端整套链路都会被拉动：物料要增加、备餐动线要调整、设备占用要重新排、门店人手也要跟着变。如果菜单越来越厚，供应链压力、门店备货压力、员工的压力都会增加，不利于门店的盈利。 另一方面是围绕品牌定位，持续推出健康、高性价比，且既适合一人食也适合小聚的产品， 来维持门店复购率。 举个例子，最近米仓食堂推出了南瓜辣汁浇牛肋条、京都风味卤肉饭、炙烤三文鱼鳍佐秘酱、脆兰苔拌鹰嘴豆泥、泰式冬阴虾仁炒拉面、酥香...

Devrimb/iStock via Getty Images I have been investing long enough to know that it is stupid to try to call a top in the market, but in my 34th year as a professional investor, I am having a scary déjà vu back to the good old days of 1999. That said, I don't know whether today is more like 1997, 1998, or 1999, but it clearly feels like the seventh-inning stretch for this business cycle, given historically high valuations and extreme levels of speculation. More recently, I have been seeing investors pile into any stock that issues an AI-related headline, regardless of how small or impactful it is on their core business. Finviz The AI euphoria is now spreading into space-related stocks, which are surging irrespective of fundamentals in advance of the largest IPO in history—SpaceX. Companies like Rocket Lab ( RKT ) and AST SpaceMobile ( ASTS ) trade at 75 and 100 times sales, respectively, with no prospects for profits expected for this year or next. This is what happened in the late 1990s, which is hard to appreciate unless you were trading dot-com stocks during that period of unbridled enthusiasm for everything internet-related. The Federal Reserve began to raise short-term interest rates at the beginning of 1999 to battle inflation caused by the robust capital spending cycle intended to build out internet infrastructure. Excessive borrowing and spending led to stellar economic growth but also overcapacity, and it took three quarter-point rate hikes by the end of that year to bring the party to an end. Stocks rise to record (Bloomberg) While history may not repeat, they say it often rhymes, and I see a lot of rhyming today. We may have a different cast of characters, but the storyline is the same. Valuations, speculation, and blind faith in new and unproven technologies are the main similarities. A key difference is that there is yet to be any meaningful overcapacity, as the demand for chips and memory and data centers can't be met. Yet there are examples of circular ...

Getty Images Introduction The last time I covered Diamondback Energy ( FANG ), I reiterated their Strong Buy rating, highlighting their robust execution before the Middle East conflict began, adapting to the environment and continuing to trade at attractive valuations while projecting production per share growth. Although FANG reported a strong quarter and improved its guidance, now that the stock has jumped considerably since covering them while the downside risks are also rising, I will downgrade them to a Buy, as the valuation continues to be attractive, yet the opportunity is no longer as strong. Strong Quarter, Improved Guidance Diamondback Energy IR FANG reported a strong start of the year, with significant beats on EPS and revenue and delivering ~$1.74 billion in Adj. FCF, despite LOE (Lease Operating Expenses) and other costs increasing QoQ due to one-time charges associated with production recovery efforts following the winter storm. Diamondback Energy IR FANG also hiked its guidance, with the net production expected above 972 MBOE/d (from 926 to 962), while also highlighting their accelerated debt reduction through the lowered interest expenses guidance and boosting the CAPEX to $3.9 billion this year (from the previous $3.75) to account for the expected production boost. Diamondback Energy IR Financially, based on FANG’s latest report , we continue to see a strong position despite the fact that their current assets don't cover their current liabilities, with the debt being spread very well into the future (weighted average maturity of about 12 years now) and no single significant maturity they couldn’t deal with. As mentioned, FANG is also taking rapid steps towards their target to hit $10 billion in net debt, and we saw them recently announce a tender offer for their 4.40% and 4.25% notes due 2051 and 2052, respectively, as well as repaying the $550 million remaining under their 2027 term loan, while the Iran boost can help accelerate this, with the CFO ...

运动到底要不要带妆？ 如今各种运动场景中，似乎都会出现一个鲜明的对比。有些人妆容精致，穿着彰显身材但不失时尚的装备，而有些人素面朝天，穿着宽松的背心短裤。前者往往会在运动间隙美美的拍张照，而后者可以肆意擦掉脸上的汗水，时刻准备进入下一组训练。 在很长一段时间里，后者被认为是一种天然、健康，“反精致”的体现，在某种程度上，这种“真实感”被视作是运动能力的象征。这种想法甚至演变出了一种“偏见”，或者说运动场景里的一种政治正确：真正运动的人，不应该太在意运动时的外表。 健身爱好者小Q在社交媒体倾诉，去健身房也照常化妆是她一直以来的习惯，但这丝毫不影响她在健身上的投入程度。有一次训练的组间休息，她坐在器械上自拍了几张，就被周围等待器械的人“蛐蛐”是健身房自拍选手，只拍照不训练，无故霸占器械。“可我只是，没看见他在等。” 偏见之下，越来越多像小Q这样爱美的女生和男生，在走进健身房那一刻，就会被贴上“不属于这里”的标签。 但爱美和运动之间真的冲突吗？品牌们正在给出答案。 今年春天，一批彩妆品牌密集地出现在跑步、骑行、网球等运动场景里。国货彩妆品牌蒂洛薇今年把补妆区搬进杭州女子马拉松的现场；纪梵希这样的彩妆大牌，也开始强调产品的“防汗”“持妆”“户外防晒”能力，正在审视并积极推进渠道布局的重点，把线下快闪店搬进过去几乎不会进入的运动赛事里。 更明显的信号来自于，两个行业的边界正在互相融合。不止是彩妆品牌在想办法靠近运动场景，户外运动品牌也开始反向进入美妆领域。 户外装备品牌骆驼，在去年推出了自己的美妆线，蕉下在早几年也开始发力做防晒类的美妆产品。越来越多原本强调功能性的品牌，开始研究“运动中的形象管理”。 当运动户外成为当下最流行、覆盖面积最广的生活方式之一，其中也迸发出越来越多细分需求有待满足。而追求“好看”，也几乎已经成为其中最具确定性的趋势，使得一个几乎不曾存在的消费场景，正在被重新定义。 “偏见”变成了“需求”？ 如果把时间拨回五年前，很少会有彩妆品牌认真看待“运动”这件事。 一位电商平台美妆行业负责人指出，在过去的行业认知中，运动场景和美妆消费之间存在天然的隔离，运动相关的元素，无论是高温、暴汗，还是雪天、海水、日晒等，几乎都与传统彩妆追求的精致感和潮流感相背离。 当时，彩妆行业最重要的消费场景，依然是通勤、约会、聚会等传统社交场景。但近几年，一个明显的变化是，居家办公...

Welcome to Next Africa, a daily newsletter on where the continent stands now — and where it’s headed. Sign up here to have it delivered to your email. In today’s edition, we look at what further delays could mean for Mozambique’s giant gas project. And: The Iran war will curb economic growth this year Nations start taking strict measures to curb Ebola threat Climate change is making Salmonella more dangerous A Fresh Snag It’s been a rough ride for a project that promised to transform Mozambique’s economy. TotalEnergies’ giant gas development, halted for five years, now faces further delays because of a dispute over costs . The company in January announced the full resumption of the $20 billion facility that was derailed by an Islamic State-linked insurgency in 2021. Already more than 6,000 workers are back on site at what was once touted as Africa’s biggest private investment. The problem is the Mozambican government has yet to approve the amended Plan of Development — a legal requirement. The state is disputing 40% of the extra $5 billion in costs that TotalEnergies and its partners claim they incurred. That risks even more delays. The government desperately needs to generate tax from the project, so it won’t want to drag out talks. Yet agreeing to the additional costs to allow work to continue will mean less revenue down the line for one of the world’s poorest nations. Natural gas buyers in Europe and Asia view Mozambique as an increasingly strategic alternative supplier. The effective closure of the Strait of Hormuz has amplified this, as well as pushed up prices. TotalEnergies CEO Patrick Pouyanné last month referred to Mozambique becoming the “Qatar of Africa” because of its massive gas deposits . So far, it’s only been able to exploit a small portion of the resources from an offshore production platform. The tens of billions of dollars in revenues that the government anticipates from the much bigger projects that TotalEnergies and Exxon Mobil plan have remaine...

imaginima/iStock via Getty Images FirstEnergy's ( FE ) Ohio electric utilities—Ohio Edison, Toledo Edison, and The Illuminating Company—said late Tuesday they filed a three-year rate plan with the Public Utilities Commission of Ohio that would fund ~$800M annually in infrastructure upgrades while gradually raising customer bills. Under the proposal, the company would spend an average of $800M/year on neighborhood poles, wires, and grid technology designed to reduce outages and speed restoration times, while another $83M/year would s upport more tree trimming and vegetation management to address one of Ohio's leading causes of outages. FirstEnergy ( FE ) said its proposal is aimed at making customer bill increases more gradual and predictable; residential customers using ~1,000 kWh/month would see average annual bill increases in the 2.2%-2.8% range, or $4.26-$5.30/month, over the three-year period, depending on the utility territory. The plan includes expanded customer assistance initiatives, including the creation of a new $4M energy assistance fund through the consolidation of existing programs. PUCO will review the filing and provide opportunities for public input before announcing a decision. More on FirstEnergy FirstEnergy: A Fairly Valued Utility Waiting On Regulatory Proof FirstEnergy: Well Positioned To Profit From AI-Driven Electric Demand Growth FirstEnergy Q1 2026 Earnings Call Presentation

Key Points State Street SPDR S&P Bank ETF offers a significantly lower expense ratio and a higher trailing-12-month dividend yield than First Trust Nasdaq Bank ETF. First Trust Nasdaq Bank ETF is more concentrated in its top holdings and focuses on large-cap banks, while State Street SPDR S&P Bank ETF provides more diversified exposure across 101 holdings. While First Trust Nasdaq Bank ETF showed higher returns over the last 12 months, State Street SPDR S&P Bank ETF delivered slightly higher growth for a $1,000 investment over the past five years. 10 stocks we like better than SPDR Series Trust - State Street SPDR S&P Bank ETF › Investors choosing between State Street SPDR S&P Bank ETF (NYSEMKT:KBE) and First Trust Nasdaq Bank ETF (NASDAQ:FTXO) could weigh the State Street fund's lower costs and broader diversification against the First Trust fund's recent momentum and concentrated focus on megacap financial institutions. Both ETFs provide targeted exposure to the U.S. banking sector, but they take fundamentally different paths to reach that goal. The State Street fund casts a wider net across the industry, whereas the First Trust fund uses a smart-beta approach to select and weight its portfolio based on specific fundamental metrics. Snapshot (cost & size) Metric FTXO KBE Issuer First Trust SPDR Expense ratio 0.60% 0.35% 1-yr return (as of May 20, 2026) 28.7% 25.0% Dividend yield 1.80% 2.30% Beta 0.92 0.91 AUM $286.5 million $1.3 billion Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield. The State Street fund is notably more affordable with a 0.35% expense ratio, saving investors $2.50 annually for every $1,000 invested compared to the First Trust fund. Additionally, KBE offers a higher payout with a 2.30% yield. Performance & risk comparison Metric FTXO KBE Max drawdown (5 yr) (46.6...

laddawan punna/iStock via Getty Images Objective Use for Morningstar category Long-term growth of capital International diversification Diversified Emerging Markets Click to enlarge Highlights The fund's benchmark—the MSCI Emerging Markets Index—closed the first quarter just below the break-even mark. The fund slightly underperformed the benchmark. Positioning in India was the largest detractor. Market review and outlook Although emerging-market equities finished roughly flat, they in fact performed quite well over the first two months of the quarter on expectations for continued global growth and accommodative central bank policies. However, stocks gave up all of their previous gains in March as the conflict in the Middle East began. The effective closure of the Strait of Hormuz and ensuing damage to energy infrastructure led to significant increases in the prices of oil, gas, and nitrogen fertilizer. The potential inflationary impact of these developments caused investors to reduce their expectations for interest rate cuts, weighing on stock prices. We believe a protracted conflict in the Middle East poses an obvious risk to what would otherwise be a highly constructive backdrop for emerging-market equities. In addition to potentially boosting the dollar and affecting consumer spending, a prolonged conflict could lead to food-price inflation and disrupt the semiconductor industry. In this environment, opportunities remain selective rather than broad based. We continue to focus on high-quality growth companies with sustainable competitive advantages and the ability to benefit from structural themes such as AI, digital adoption, and electrification. We remain vigilant with respect to the possible risks, but we continue to see a constructive outlook for emerging-market stocks and are encouraged by the category's outperformance relative to the developed markets in the first quarter. At the close of the period, the fund was overweight in Mexico, Greece, and Indonesia, ...

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财联社5月27日讯（编辑 冯轶） 财联社为您带来今日港股重要公告 1）公司要闻 滔搏(06110.HK)： 公布截至2026年2月28日止年度全年业绩，收入约257.4亿元，同比减少4.71%；净利润约12.67亿元，同比减少1.49%。 金山软件(03888.HK)： 一季度收入24.17亿元，同比增加3%；净利润10.91亿元，同比增加284%。 金山云(03896.HK)：一季度总收入达约27.04亿元，同比增加37.2%；非公认会计准则EBITDA为7.475亿元，同比增长134.69%。 速腾聚创(02498.HK)： 一季度收入约4.59亿元，同比增长39.93%；亏损6422.4万元，同比收窄35.51%。 康龙化成(03759.HK)： 拟在杭州市钱塘区投资约20亿元新建新药商业化生产和CDMO研发生产服务基地；拟在绍兴建设年产200吨医药中间体及API项目。 达力普控股(01921.HK)：成功中标中石油集团重大采购订单。 山高控股(00412.HK)：与世纪互联订立战略合作框架协议，双方将共同构建并运营以数据中心为核心的高负荷“绿色能源+高效算力”一体化生态。 中国生物制药(01177.HK)：KYLO-0603“THR-β小分子激动剂”于EASL 2026公布I期临床数据。 诺诚健华(09969.HK)：奥布替尼在澳大利亚获批用于治疗复发或难治性套细胞淋巴瘤。 深圳高速公路股份(00548.HK)：4月，梅观高速、机荷东段、机荷西段、沿江项目及外环项目路费收入分别为人民币1025.2万元、5613.8万元、4583.7万元、7053万元及1.03亿元。 中国东方集团(00581.HK)：一季度自行生产的钢铁产品的销售量约200万吨，扣除财务成本净额后的经营溢利约2.28亿元。 美中嘉和(02453.HK)：广州医院质子中心运营18个月累计服务患者总量超880例 单日治疗突破100人次。 2）回购动态 腾讯控股(00700.HK)：斥资5.01亿港元回购114.9万股，回购价433.6-442港元。 友邦保险(01299.HK)：斥资4.52亿港元回购535.5万股，回购价83.15-85.05港元。 药明康德(02359.HK)：斥资约1.11亿港元回购86.51万股，回购价126.2-130.8港元。 小米集团-W(01810.HK)：斥资9...

格隆汇5月27日｜据央视财经，美股又诞生了一家万亿美元市值的巨头！这次是英伟达的重要存储器供应商——美光科技。周二美光科技股价大涨接近20%，首次突破万亿美元市值大关。很多投资者还在盯着GPU，也就是显示芯片的时候，存储芯片已经悄悄成了AI浪潮里新的“硬通货”。 首先，美光科技为何一夜大涨近20%？这背后的催化剂主要是投行瑞银的一份研报。瑞银分析师将美光科技的股票目标价从535美元大幅上调至1625美元——相当于原来的三倍，也是目前华尔街给出的最高目标价。这样的利好消息也很快传导至亚太市场，周三，英伟达HBM（高带宽内存）的主要供应商SK海力士股价盘中一度飙升11%，继三星之后成为韩国第二家迈入万亿美元市值门槛的企业。其股价在2025年全年上涨超270%后，今年至今再度飙升超过200%。 热潮之下，风险同样不容忽视。业内人士提醒，当前存储芯片市场已出现明显的透支信号——终端备货量可能远超真实消耗需求，一旦AI应用增速不及预期，库存压力将迅速传导至上游，到那时，整个存储产业链都将面临考验。

Broadcom Delivers Industry’s First Integrated Wi-Fi 8 SoCs to Power Next-Gen Mesh and Multi-Gigabit Routers Broadcom

Broadcom Unveils World’s First Integrated 5G and Wi-Fi 8 FWA Platform in Collaboration with Samsung Electronics Broadcom

Broadcom Inc. PALO ALTO, Calif., May 27, 2026 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO), a global technology leader that designs, develops, and supplies semiconductor and infrastructure software solutions, today announced its collaboration with Samsung Electronics Co., Ltd. on a new, broadband-optimized reference platform for the global fixed wireless access (FWA) market, integrating Broadcom's BCM6776 Wi-Fi 8 System-on-Chip (SoC) with Samsung's B1320 5G Modem. This industry-first platform unifies 3GPP Release 17 connectivity with the emerging Wi-Fi 8 (IEEE 802.11bn) standard. As global broadband demand shifts toward higher performance standards, Broadcom’s latest SoC and Samsung's modem focus on delivering high reliability and consistent throughput. Designed for mass-market scalability, the platform provides a high-performance, cost-competitive blueprint that allows mobile operators to offer fiber-level broadband to accelerate service innovation and ecosystem growth. Technical Leadership: 5G Meets Wi-Fi 8 The ​​Broadcom BCM6776 is a highly-optimized tri-band Wi-Fi 8 SoC targeting high-volume retail and mass-market access points. It includes a quad-core Arm network processor and supports 2-stream 40 MHz channels in the 2.4 GHz band and 4-stream 160 MHz channels in the 5 and 6 GHz bands, delivering a complete Wi-Fi 8 platform in a single chip. By unifying the CPU and Wi-Fi 8 radio, Broadcom enables OEMs to significantly reduce bill of materials (BOM) costs, simplify board design, and achieve a 50% reduction in active power consumption compared to previous generations. The Samsung B1320 is a highly-integrated and power-efficient 5nm chipset solution that supports 3GPP Release 17. It is capable of achieving 5G downlink speeds of 3.43 Gbps and uplink speeds of 1.17 Gbps. Combining Samsung’s 5G modem with a quad-core Arm CPU and the BCM6776’s network processor, the platform can support full Wi-Fi to 5G throughput. The platform also includes a Power Class 1.5 RF tr...