5月27日消息， 最近Kimi Code因离谱封号乌龙操作，把国内大批开发者和付费用户惹毛了。 前段时间，Kimi Code的第三方账号黄牛、倒卖乱象特别严重。不少人批量注册账号、低价收购订阅权限再转手倒卖牟利，不仅扰乱了平台的正常运营秩序，也损害了正常付费用户的使用权益。 为了整治这种乱象，Kimi Code官方紧急升级了风控策略，重点针对异常账号进行封禁处置。 雷科技AGI（id：leikejiagi）认为，出发点是好的，但风控策略太粗糙、判定逻辑太死板。 风控模型根本分不清恶意黄牛倒卖和正常开发者合规使用，直接一刀切判定为违规操作。 结果就是：真正的黄牛没抓干净，一大批老老实实付费订阅、正常开发的国内用户、开源开发者，惨遭大规模误伤，账号直接被限制、封禁，无法正常使用任何功能。 本次乌龙封号事件中，海外同样有一批正常开发者被无辜误伤，账号遭到限制。 这批海外开发者发现账号异常后，第一时间在X等海外社交平台发帖反馈、吐槽误封情况。 让人没想到的是， 海外用户的反馈帖子刚发出没多久，官方工作人员火速下场，用英文逐条回复回应，并且第一时间批量解封了所有被误伤的海外受限账号。 图源：X 反观国内，堪称大型双标现场。 国内长期付费的本土开发者。他们花真金白银开了订阅，结果平白无故被封号、限权，功能直接瘫痪，日常开发工作彻底受阻。为了解决问题，无数国内用户在官方公众号、客服通道、社区评论区、社群留言申诉、反馈吐槽。 可不管国内用户怎么申诉，官方全程装死。这波双标操作，直接让国内开发者寒了心。 惹得国内知名开源开发者Leechae直接在X平台公开官宣：宣布停更所有相关Kimi Code开源项目，同时要求官方全额退款。 Leechael的发声，也瞬间引发了国内开发者群体的集体共鸣，越来越多用户站出来吐槽官方双标，质疑平台区别对待中外用户。 眼看着舆论持续发酵，Kimi Code官方终于在5月26日松口认错。 图源：X Kimi Code团队成员Young正式出面，针对本次封号乌龙、误伤用户、响应不及时等一系列问题公开致歉。 认错之后，官方也快速落地了整改动作，算是补上了迟到的处理方案。 第一，全面优化风控规则，丰富多维度识别模型，精准区分黄牛批量违规行为和正常开发者的合规使用，从根源避免一刀切误封。 第二，主动联系包括Leechael在内的一众CodeAgent开源开发者，一...

Tensormesh Raises $20M from Investors Including AMD Ventures, CoreWeave, NVentures, Launches Tensormesh Inference to Fix AI’s Most Expensive Problem Morningstar

Inside Broadcom’s bet on a 2nm chip for future AI agents Stock Titan

New Broadcom Wi‑Fi 8 chips power faster home mesh, multi‑gig routers Stock Titan

The Excellence in Leadership Tour: Juneteenth will focus on "Black Innovation. Collective Power. Generational Wealth." NEW YORK CITY, NY / ACCESS Newswire / May 27, 2026 / The Excellence in Leadership Tour: Juneteenth is an immersive convening that celebrates Black innovation and advances new pathways to wealth through education, entrepreneurship, technology and institutional investment. Hosted by Amazon BEN and AWS, the summit centers Black ownership, leadership and economic mobility. WHO Presented by CUNY BMI and the Black Wealth Family Foundation. Featured participants include LaMar Wright, CEO, Black Wealth Family Foundation; Dr. Jonathan Quash, university executive director, CUNY; Randolph Wiggins, global director and chief investment officer; Ebony Young, deputy borough president, Queens; Reginald Turner, venture investor, Venture University; Dr. Derrick Harkins, Dean of Graduate Leadership of W. Franklyn Richardson Center; Venus Rose, general partner, Stealth Startup; Omar Morris, senior general manager, Authentic AI, Microsoft. WHEN The event will be taking place between 9 a.m. and 6 p.m. June 15th, 2026. WHERE NYC, NY PROGRAM HIGHLIGHTS Breakfast welcome and soft networking for speakers and lead partners Student registration, headshot station and partner introduction tables Opening remarks from Amazon BEN leadership Fireside chat, "The Future Is Us: Building Wealth Through Innovation" Roundtable, "Juneteenth Futures: Innovation, Ownership, and the Power of Partnership" Roundtable, "The Workforce of the Future: Aligning CUNY, HBCUs, and Corporate Pathways to Ownership" Lunch and quiet reset Concurrent workshops on personal brand and storytelling, AI and tech pathways, and multigenerational wealth and family enterprise Invite‑only NBA networking reception with open networking THEMES Inspire: Keynotes and fireside conversations with cultural and business leaders Build: Hands‑on workshops and accelerator‑style labs Lead: Executive roundtables advancing economic...

Aitech Integrates NVIDIA IGX Thor Platform, Accelerating Rugged AI Edge Computing Solutions and Innovation for Space CHATSWORTH, Calif., May 27, 2026 /PRNewswire/ -- Aitech, a global leader in rugged, embedded AI-ready computing solutions, today announced it will integrate the NVIDIA IGX Thor platform into its S-A2300 COTS AI Supercomputer and future designs, expanding AI computing capabilities and ushering in a new era of accelerated computing for space and missions requiring edge AI. By integrating IGX Thor, Aitech is positioned to provide deployable, mission-ready space computing systems for the harshest operational environments. Aitech is a leading provider of rugged embedded systems for use in military aerospace and space platforms (PRNewsfoto/Aitech) This milestone reinforces Aitech's standing as a top-tier rugged computing specialist with more than 40 years of experience delivering high-performance solutions for mission-critical applications, including offering one of the first GPGPUs to fly in space. Aitech now has access to IGX Thor evaluation boards and modules, enabling rapid design, system integration and hardware-in-the-loop testing. "Aitech is at the forefront of the AI revolution, delivering the most powerful, reliable and future-ready technologies available," said Dan Mor, director, Customer Solutions, Aitech. "By integrating IGX Thor into our space-proven, rugged AI systems, Aitech is uniquely positioned to help transition advanced AI from terrestrial industrial spaces to the harsh environments of orbit." Expanding LEO Capabilities with the S-A2300 AI COTS Supercomputer Aitech was an early adopter of the NVIDIA Jetson AGX Orin platform, creating space-based AI compute solutions that power missions for NASA, Sidus Space and many other space trailblazers. The S-A2300 COTS AI Supercomputer, which leverages the NVIDIA Jetson AGX Orin Industrial system-on-module, is designed specifically for Low Earth Orbit (LEO) missions. It combines exceptional AI comp...

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 the expansion of its Wi-Fi 8 portfolio with a new trio of highly integrated systems-on-chip (SoC) devices: BCM6772, BCM6774, and BCM6776. Designed specifically for the high-performance Ethernet router and mesh network markets, these solutions integrate multi-gigabit performance into a compact, power-efficient form factor, enabling the next generation of residential connectivity. From Modular Complexity to Integrated Efficiency Leading up to this moment, Broadcom had announced multiple Wi-Fi 8 products focused on modular, multi-chip architectures for specialized broadband gateways and enterprise access points. The broader transition to Wi-Fi 8 for the router market requires a more streamlined approach. Broadcom’s new SoCs address this by consolidating the application processor, network processor, 2.4 GHz and 5 GHz Wi-Fi 8 radios, and multi-gigabit Ethernet PHY onto a single die. This integration is critical for two primary applications: High-Performance Mesh Systems: By reducing the physical component count and heat signature, these SoCs allow manufacturers to design smaller, aesthetically pleasing mesh nodes that can be placed anywhere in the home without sacrificing best-in-class Wi-Fi. Multi-Gigabit Ethernet Routers: With native support for multi-gigabit WAN and LAN interfaces, these chips serve as the ideal engine for routers designed to handle fiber-to-the-home (FTTH) speeds, ensuring the wireless link never becomes a bottleneck for the wired broadband network. "Broadcom isn't just shipping silicon; we are providing the blueprint for the next generation of the connected home," said Mark Gonikberg, senior vice president and general manager of Broadcom’s Wireless and Broadband Communications Division. "By condensing a complex, multi-chip a...

Nimble Analysis of 250 real retail queries finds a hidden cost and accuracy crisis in agentic AI as agents read an average of 278 characters for every one character that actually matters NEW YORK, May 27, 2026 (GLOBE NEWSWIRE) -- Nimble , the only real-time web search platform trusted by hundreds of enterprises, today published research revealing a fundamental inefficiency at the heart of how retail AI agents interact with the web: for every character of useful information an AI agent extracts from a retail webpage, it processes 278 characters that contribute nothing to the answer, a noise rate of more than 99%. This finding, drawn from an analysis of 250 live retail queries across Amazon, Walmart, Best Buy, Target and other major U.S. retailers, exposes what Nimble calls the signal-to-noise problem, and it has direct consequences for both the accuracy and cost of production AI systems. "These numbers aren't a rounding error; they indicate a structural problem," said Nimble CEO and co-founder Uri Knorovich. "The web was built for humans, not machines. When AI agents retrieve full pages the way a browser does, they're reading an encyclopedia to answer a single trivia question. They then repeat that process at scale, in real time, for every query." The Agentic AI Numbers Are Stark Across all 250 queries, spanning product prices, ratings, availability, discounts, shipping policies, and product descriptions, the average webpage retrieved by an AI agent contained 8,795 characters, and the average answer was 31.7 characters long. In aggregate, fewer than 0.4% of all characters processed across the dataset were relevant to the question. For price queries, the problem is extreme. A typical Amazon product page exceeds 9,000 characters. The correct answer, a dollar amount like "$174" or "$100," is four to six characters. That's a 99.48% noise rate. In the five most data-inefficient queries in the dataset, agents retrieved pages of up to 45,000 characters to extract a price th...

The stock market has been unstoppable over the past year, but investor sentiment may be turning. Close to 44% of U.S. investors believe that stock prices will fall in the next six months, according to the most recent weekly survey from the American Association of Individual Investors, while only 32% think that stock prices will continue climbing. With the S&P 500 (^GSPC +0.00%) soaring by more than 30% over the past year, is it time for investors to take their gains and get out of the market? Or is it wise to keep investing? Here's what you need to know. Is it safe to invest in the stock market right now? Investor optimism has been fueling incredible stock market gains, especially in the tech and artificial intelligence (AI) spaces. But no bull run can last forever, so an eventual downturn is inevitable. The tricky part is gauging when it might happen. In the short term, the market can be incredibly unpredictable. Even the experts sometimes get recession predictions wrong, and mistiming your sell-off can be risky. For example, back in June 2023, analysts at Deutsche Bank forecast a "near 100%" chance of a recession in the next 12 months. That recession still hasn't materialized three years later, and since that prediction, the S&P 500 has earned total returns of nearly 76%. If you had sold your stocks three years ago out of concern that the market was going to crash, you could have missed out on lucrative potential earnings. The past few years have proved time and again that the market can continue to surge against all odds. Despite stubbornly high inflation, the war in Iran, an elevated unemployment rate, and general discouragement among many Americans right now, the stock market has consistently reached new heights. How to prepare for a potential recession Again, there's no way to tell when the next market pullback might begin, how severe it might be, or how long it might last. That said, it never hurts to prepare your investments for a downturn. Stocks could stil...

Broadcom Inc. Delivers Integrated Wi-Fi 8 SoCs For Next-Generation Mesh And Multi-Gigabit Routers marketscreener.com

SAN FRANCISCO--(BUSINESS WIRE)--Tensormesh, the company pioneering caching-accelerated inference optimization for enterprise AI, today announced $20 million in new funding from investors including AMD Ventures, CoreWeave, NVentures (NVIDIA’s venture capital arm), Valley Capital Partners, and Laude Ventures, extending its seed round and bringing its total funding to $24.5 million. Alongside the funding, Tensormesh is announcing the general availability of Tensormesh Inference, its flagship SaaS inference platform, which fixes enterprises’ most expensive AI problem: recomputing what GPUs have already processed. When every inference request recomputes the same inputs from scratch, it burns GPU cycles and drives up costs regardless of whether that work has been done before. Tensormesh solves this by storing and reusing computed results through KV caching, eliminating redundant computation and delivering up to 10x reductions in latency and GPU spend. For developers building AI applications, this problem compounds with every request. Each call to a model reprocesses the full context window, including system prompts, conversation history, and tool definitions, from scratch and at full cost. In multi-step agentic workflows, that redundant computation adds up fast. KV caching eliminates this, serving repeated context instantly rather than reprocessing it, cutting token costs, speeding time to first token, and keeping API bills predictable as agents scale. The strategic participation of AMD Ventures, CoreWeave, and NVIDIA’s NVentures reflects a shared conviction that KV caching is a foundational layer of the AI infrastructure stack, and that Tensormesh is the first company to bring it to market as a fully productized, enterprise-grade platform. "Tensormesh offers a new vision on the significance of the intermediate data that LLMs generate when processing prompts. Behind the term KV cache is a whole concept of AI interpretation of the question it is asked. This makes it a whol...

文章提及标的 原油 -- 低硫燃油 -- LPG -- 乙二醇 -- 甲醇 -- 沪银 -- 期市夜盘开盘，国内期货主力合约多数下跌。跌幅方面，原油、低硫燃油、LPG、燃油跌超3%，乙二醇、甲醇、沪银、合成橡胶跌超2%，沥青、聚丙烯跌超1%。

格隆汇5月27日｜芬兰国防军：怀疑俄罗斯军用飞机在躲避雷暴时违反芬兰领空。

Edward Yardeni, president at Yardeni Research, says the basic thrust of the market is higher as he touts “FEMO” or the “fabulous earnings momentum” he sees driving a melt up in stocks. (Source: Bloomberg)

Nuvalent ( NUVL ) has secured a U.S. review for its second product in less than a year after the FDA granted priority review for its marketing application targeting the lung cancer therapy neladalkib. The New Drug Application seeks the U.S. approval of neladalkib as a late-line option for patients with non-small cell lung cancer harboring ALK mutations who have previously received tyrosine kinase inhibitor therapy. The regulator has assigned November 27, 2026, as the target action date for the NDA, the Cambridge, Massachusetts-based biotech said. It is the latest NDA submitted by Nuvalent ( NUVL ) to win FDA review after the agency granted standard review of its lead asset, zidesamtinib, targeted as a late-line treatment for certain adults with non-small cell lung cancer in November. Concurrently, the company announced the appointment of Georg Pirmin Meyer, a former general manager (international) at Blueprint Medicines, as its chief international officer to lead its overseas expansion strategy. "With today's announcement, New Drug Applications for both zidesamtinib and neladalkib in TKI pre-treated populations are now under review with the FDA, and TKI-naïve expansion strategies are underway," CEO James Porter remarked. More on Nuvalent Nuvalent: A Precision Oncology Platform With Two Near-Term Shots On Goal Seeking Alpha’s Quant Rating on Nuvalent Historical earnings data for Nuvalent Financial information for Nuvalent

格隆汇5月27日｜Robinhood表示，将允许客户在其平台上部署人工智能代理进行股票交易，并使用信用卡进行支付。用户可以开设一个专门的交易账户，与他们的主账户分开，然后让其人工智能代理代表他们进行交易。

2026年以来，一批PC时代的“老登”，正在集体复活。 英特尔开年以来涨幅达 234.74% ；康宁上涨 124.46% ；诺基亚涨了 156.22% 。就连戴尔、思科等一批曾经被市场视为“旧时代遗产”的公司，也突然被拉回到了资本市场舞台中央。 涨幅不仅大幅跑赢了纳斯达克指数，也远远超过英伟达、谷歌等AI核心资产。 那么，为什么这些早就被打上“过时”标签的老家伙们，重新变重要了？ 今天我们就来聊聊，这批被拉回牌桌的“老登”。 英特尔，重回AI牌桌 一年前，英特尔还是华尔街口中“错过AI浪潮”的典型。 2025年4月，它的股价一度跌到 17.665美元 ，创下十年新低，市值甚至缩水到不足 700亿美元 。 那时候，市场几乎已经给英特尔判了“死缓”。 所有人都在讲GPU、讲英伟达、讲CUDA。而英特尔，则像那个被时代抛弃的旧王。 但谁也没想到，仅仅一年后，英特尔股价就一路飙到 120美元 以上，涨幅超过 579% ，市值重新站上 6000亿 美元。 而它翻盘的核心，恰恰来自一句很多人过去不愿承认的话：AI越往后走，CPU越重要。 过去的大模型时代，本质还是“训练时代”。 那时候，GPU是绝对主角。服务器里CPU更像个辅助角色，CPU/GPU配比一度高达 1:8 。 但到了2026年，AI开始从“聊天”走向真正干活。 尤其是AI Agent爆发之后，模型已经不只是回答问题，而是开始像人一样拆解任务、调用工具、搜索资料、运行代码、调度系统。 而这些东西，很多都不是GPU擅长的。 真正负责系统调度、工具链管理、任务编排的，恰恰是CPU。 佐治亚理工学院的一项研究显示，在Agent工作流里，CPU侧工具处理甚至可能占到总延迟的 50%-90% 。 英特尔CEO陈立武甚至直接在财报会上说：以前是1颗CPU配7-8颗GPU，现在已经变成 1:4 ，未来AI Agent真正普及后，甚至可能走向 1:1 ，甚至CPU占优。 这给英特尔带来了巨大机会。要知道，全球CPU市场，英特尔市占率超过 70% 。 更离谱的是，今年开始，服务器CPU甚至已经不够卖了。今年1月就有消息称，Intel 2026全年的服务器CPU产能基本售罄。 从3月开始，服务器CPU普遍涨价 10%-20% ，64核、96核等AI服务器高端产品尤其紧缺，部分渠道报价涨幅甚至超过 20% 。 而这种缺货状态，市场预计可能...

Axe Compute said on Wednesday it received its first payment of $43M under a previously announced $260M contract to deploy an AI computing cluster powered by 2,304 NVIDIA B300 GPUs. The company said the upfront installment, received ahead of monthly billing tied to the cluster’s launch, was the first contracted cash milestone under the agreement, confirming that the build process remains on track for deployment in the third quarter of 2026. The contract covers a dedicated AI infrastructure cluster hosted at a U.S.-based Tier 3 data center with 4.8 megawatts of power capacity and a 36-month committed term. Axe Compute said the deployment is expected to generate about $21M in quarterly revenue once operational. The company added that the deal serves as the first large-scale validation of its cluster build program, under which it finances and operates AI hardware infrastructure for enterprise customers. Stock down -8% in premarket trading following a ~30% surge on Tuesday. More on Predictive Oncology Axe Compute Inc. (AGPU) Q1 2026 Earnings Call Prepared Remarks Transcript Axe Compute Inc. (AGPU) Q4 2025 Earnings Call Prepared Remarks Transcript Axe Compute skyrockets 166% over $260M contract for Nvidia B300 GPUs Axe Compute outlines $7.7M in contracted 2026 income following $12M in signed contract value Historical earnings data for Predictive Oncology

Ebola patients flee in attacks on Congo health facilities, hobbling response Reuters

IBIT281215P00027000 互動股市圖表 | IBIT Dec 2028 27.000 put 股市 Yahoo 財經

「核心提示」 AI抽卡师，用一年时间从AI魔法师到流水线工人。 2025年，AI短剧迅猛崛起，席卷整个视频内容生产行业。作为AI短剧行业催生出来的岗位，众多抽卡师用指尖敲出的提示词，撑起了一个季度十万部的AI短剧帝国，却也正在被自己喂养大的AI技术快速吞噬。 从“AI魔法师”到“流水线工人”，这个职业的生命周期或许不超过两年。它的急速兴衰，折射出AIGC浪潮下最残酷的真相： 所有能被标准化执行的岗位，都在排队等待被算法接管。 三个抽卡师：同一片浪潮下的不同人生 抽卡师，这个听起来带着游戏色彩的职业， 本质上是AI文生视频时代的内容操作员。 他们的核心工作是将编剧写好的剧本拆解为一个个15秒的镜头，通过撰写提示词引导AI生成视频片段，再从中筛选出可用的素材。这个反复生成、筛选的过程，被行业形象地称为“抽卡”。 在不到一年的时间里，这个岗位吸引了大量年轻人涌入，他们来自不同的专业领域，有着不同的入行原因，却在同一片浪潮中面临着相似的困境。 小阳目前正在长三角一家公司实习。这家公司此前做过真人短剧，在AI剧火了迅速成立了新的AI部门。 小阳的工作是抽卡师，她所在的部门分为几个小组，每个小组由1名导演带领4名抽卡师。原本计划配备1名剪辑，但因为招不到有爆款经验的资深剪辑，只能由抽卡师兼任。 小阳的实习工资是4000元，比行业平均水平高出不少，很多公司的实习生日薪只有150元，一个月下来不到3000元。“公司KPI压力还好。” 实际上，正职抽卡师的月薪也只有4000元-7000元，涨薪空间极其有限。小阳的日常工作就是看剧本，按照导演给的分镜表格写提示词，用即梦生成15秒一段的视频，然后剪辑拼接。“自由度特别低，导演会详细到每个语气、每个停顿都要改，经常一个镜头全部重抽。” 与小阳相对轻松的工作状态不同，小鲁正在经历职业生涯中最煎熬的一段时光。小鲁毕业于某211大学数字媒体艺术专业，大学期间就接了不少宣传片和信息流的拍摄活，毕业后进入一家传统影视公司做真人短剧摄影。 2025年底，公司全面转型AI短剧，裁掉了2/3的员工，后期特效部门被整体砍掉，原本300多人的团队只剩下不到100人。小鲁因为年轻、学习能力强被留了下来，角色变成了全流程AI制作师。 “现在的工作强度比实拍的时候高太多了。”小鲁所在的 公司实行“7天交付制” ，一部60集的短剧必须在7天内完成：第一天读本拆本，两...

格隆汇5月27日｜中共中央政治局委员、国务院副总理何立峰27日下午在人民大会堂会见德国联邦经济和能源部部长赖歇及部分德国企业家代表，双方就深化中德经贸合作等问题交换了意见。何立峰表示，中德互为重要经贸伙伴，两国经贸合作基础牢、潜力大、互补性强，希望双方进一步巩固传统合作基础，挖掘新兴领域合作潜力，以高水平合作推动双边经贸关系持续健康发展。赖歇表示，德国是中方可信赖的经贸伙伴，德经济界看好中国经济前景和创新实力，将持续深化对华合作。

格隆汇5月27日｜声明显示，哈马斯确认加沙高级指挥官穆罕默德·奥德去世。

智通财经获悉，美国抵押贷款利率上周升至去年8月以来最高水平，购房活动因此受到抑制，再融资申请量也大幅回落。美国抵押贷款 银行 家协会(MBA)周三发布的数据显示，截至5月22日当周，30年期固定抵押贷款合约利率上升9个基点，至6.65%。自2月底伊朗冲突爆发以来，该利率已累计攀升逾0.5个百分点。 MBA的再融资申请指数下跌逾18%，降至近一年来低位;购房申请指数则连续第二周下滑。 作为抵押贷款利率走势风向标的10年期美国国债收益率，受中东冲突加剧通胀的影响，上周二一度飙升至去年1月以来最高水平。 自1990年以来，MBA每周都会进行这项调查，调查数据来自抵押贷款银行家、商业银行和储蓄机构。该数据涵盖了美国超过75%的零售住宅抵押贷款申请。

受人工智能驱动的存储芯片需求持续升温提振，美股期货周三小幅走高。此前一个交易日，标普500指数与 纳斯达克 综合指数双双创下收盘纪录新高。 三大股指期货集体上扬 截至美国东部时间周三早间，纳斯达克100指数期货上涨0.5%，标普500指数期货上涨0.3%， 道琼斯 工业平均指数期货上涨0.5%。市场延续了周二科技股领涨的强劲势头。 回顾周二行情，标普500指数上涨0.61%至7519.12点，纳斯达克综合指数大涨1.19%至26656.18点，双双刷新收盘纪录。然而，蓝筹股道琼斯指数表现分化，下跌118.02点，跌幅0.23%。 美光 市值突破万亿， 瑞银 大幅上调目标价 半导体板块成为本轮行情的主要驱动力。存储芯片巨头美光科技周二股价飙升逾19%，报收895.88美元，总市值首次突破1万亿美元大关。今年以来，美光累计涨幅已达210%。 此次暴涨的催化剂是瑞银发布的一份重磅研报。瑞银将美光目标股价从535美元大幅上调至1625美元，相当于原来的三倍。瑞银认为，在AI需求的推动下，大型云计算企业正倾向于放弃弹性定价，转而签订长期合同保障供货。随着长期供货协议的陆续签署，美光既能锁定销量，也能部分锁定价格，有望改变过去业绩大起大落的局面。 瑞银分析师的判断并非孤例。Mizuho分析师Vijay Rakesh近期与美光高层会面后指出，AI正在驱动存储行业前所未有的需求，供应在2026至2027年都难以跟上。他预计HBM4和HBM4e价格将在2027年上涨70%至100%。美光方面也表示，其2026年全部高带宽内存产能已售罄，下一代HBM4产品已进入生产阶段。 存储芯片涨势扩散，AI投资逻辑拓宽 美光的飙升带动了整个存储芯片板块上涨。 西部数据 上涨8%， 希捷 科技上涨4%。费城半导体指数大涨5.53%，刷新历史新高。 市场分析指出，美光市值突破万亿美元凸显了存储芯片在AI基础设施中的核心地位，也反映出AI投资逻辑正在发生更广泛的转变。在资金最初集中涌向GPU制造商之后，投资者如今开始寻找那些能够受益于科技巨头庞大资本开支计划的其他企业。 超微周二也受此带动大涨7.78%，股价突破500美元，市值突破8000亿美元。 不过，部分策略师对市场的广度收窄表示担忧。Northwestern Mutual Wealth Management股票首席投资组合经理Matt Stuck...

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据伊朗伊斯兰共和国广播公司报道，其获得了一份德黑兰与华盛顿就如何结束霍尔木兹海峡危机所起草的非正式谅解备忘录草案。 称美国将结束对伊朗的海上封锁，并从伊朗周边海域撤出海军力量。 作为交换，伊朗将在协议生效后一个月内，使通过霍尔木兹海峡的商船通行量恢复至战前水平。 伊朗和阿曼将共同管理一套通过霍尔木兹海峡的通行机制。 该台记者表示，该协议尚未最终敲定，目前仍处于草案阶段。 责任编辑：何云

ronniechua/iStock via Getty Images As the month of May comes to an end this week, below is a list of the top 10 performing energy stocks ranked by their price performance over the past one month. The list is topped by NGL Energy Partners LP ( NGL ), with a Strong Buy Quant Rating of 4.71 and an impressive one-month gain of 23.39%. Atlas Energy Solutions Inc. ( AESI ) and NextDecade Corporation ( NEXT ) follow as the next two high performers, with gains of 18.52% and 18.05% respectively. Noble Corporation plc ( NE.WS ) and Select Water Solutions, Inc. ( WTTR ) round out the top five. Among the lower-ranked performers, HF Sinclair Corporation ( DINO ) and Kodiak Gas Services, Inc. ( KGS ) stand out for their Strong Buy Quant ratings of 4.72, despite posting smaller gains than the leaders. Targa Resources Corp. ( TRGP ), Flowco Holdings Inc. ( FLOC ), and DT Midstream, Inc. ( DTM ) complete the top 10. Here is the list: NGL Energy Partners LP Common Units ( NGL ), 1 month performance percentage: 23.39% Atlas Energy Solutions Inc. ( AESI ), 1 month performance percentage: 18.52% NextDecade Corporation ( NEXT ), 1 month performance percentage: 18.05% Noble Corporation plc WT EXP 020428 ( NE.WS ), 1 month performance percentage: 15.98% Select Water Solutions, Inc. ( WTTR ), 1 month performance percentage: 15.59% HF Sinclair Corporation ( DINO ), 1 month performance percentage: 13.72% Targa Resources Corp. ( TRGP ), 1 month performance percentage: 12.13% Kodiak Gas Services, Inc. ( KGS ), 1 month performance percentage: 11.62% Flowco Holdings Inc. ( FLOC ), 1 month performance percentage: 11.26% DT Midstream, Inc. ( DTM ), 1 month performance percentage: 11.14% Energy ETFs: ( XLE ), ( AMLP ), ( VDE ), ( XOP ), ( OIH ), and ( IXC ) More on Energy stocks Iran: It Ain't Over 'Til It's Over A Massive Energy Crisis Is Brewing, And It Could Change Everything For Markets Macro Insights: $200 Oil Shock Looms Amidst Bubble Warning--How To Position Your Portfolio WTI crude sinks bel...