圖解丨南下資金大肆淨買入中芯國際、泡泡瑪特，淨賣出阿里 aastocks.com

格隆汇5月28日｜德国总理默茨驳斥了有关其支持率暴跌可能引发针对其总理职位的逼宫传言，并誓言将继续推进改革议程。“德国拥有开启新篇章的力量，”默茨在周三晚间举行的德国基民盟集会上对与会者表示，“而我个人已下定决心，将倾尽全力，与我的政府一道促成这一新篇章的实现。”默茨的总理府正试图反驳相关报道，即随着默茨的支持率跌至历史新低，基民盟可能会推举一位新领导人取而代之。一位德国政府官员指出，这种设想在政治上显得过于天真，且正中极右翼势力的下怀。目前尚无迹象表明针对默茨的替换计划已成气候，但这种人事变动的可能性已成为公开讨论的话题。德国《图片报》及众多其他媒体机构周三均报道了关于“更换总理”的传闻，其中许多报道援引了基民盟内部资深官员的言论。

格隆汇5月28日｜巴克莱银行将赛富时目标股价从252美元下调至236美元。

King Luther Capital Management Corp raised its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 21.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 72,159 shares of the semiconductor manufacturer's stock after buying an additional 12,843 shares during the period. King Luther Capital Management Corp's holdings in Advanced Micro Devices were worth $15,454,000 as of its most recent SEC filing. A number of other hedge funds have also added to or reduced their stakes in the stock. Impax Asset Management Group plc grew its position in shares of Advanced Micro Devices by 326.5% during the 3rd quarter. Impax Asset Management Group plc now owns 52,068 shares of the semiconductor manufacturer's stock valued at $8,424,000 after acquiring an additional 39,861 shares during the period. Jefferies Financial Group Inc. grew its position in shares of Advanced Micro Devices by 6,228.8% during the 4th quarter. Jefferies Financial Group Inc. now owns 308,021 shares of the semiconductor manufacturer's stock valued at $65,966,000 after acquiring an additional 303,154 shares during the period. Williamson Legacy Group LLC bought a new stake in shares of Advanced Micro Devices during the 4th quarter valued at $1,118,000. Zweig DiMenna Associates LLC grew its position in shares of Advanced Micro Devices by 127.6% during the 3rd quarter. Zweig DiMenna Associates LLC now owns 72,602 shares of the semiconductor manufacturer's stock valued at $11,746,000 after acquiring an additional 40,708 shares during the period. Finally, Valtinson Bruner Financial Planning LLC bought a new stake in shares of Advanced Micro Devices during the 4th quarter valued at $1,523,000. 71.34% of the stock is currently owned by hedge funds and other institutional investors. Get Advanced Micro Devices alerts: Sign Up Advanced Micro Devices Stock Down 1.7% AMD opened at $495.54 on Thursday. The firm has a 5...

格隆汇5月28日｜注册资本50亿元的上海临港创新投资发展有限公司(以下简称“临港投资公司”)今日揭牌，标志着上海市属国企临港集团迈出战略转型的重要一步。据了解，到2030年末，临港投资公司管理规模将超过150亿元，其中新增投资超过80亿元，投资收益占集团利润比重将超过三分之一，成为集团利润增长的“压舱石”和第二增长曲线。临港投资公司负责人介绍，在投资策略方面，将摒弃广种薄收的打法，而是基于产业积淀进行精准布局、完善投资矩阵，进一步聚焦全市三大先导和六大未来产业。据了解，在筹备阶段，临港投资公司已储备生物医药、人工智能、集成电路等领域数十个高成长项目，并将以此设立集团首只园区产业直投基金。

当A股还在讨论下一只“10倍牛股”花落谁家时，苏州已悄悄跑出一只“新股王”。 上市仅19天，联讯仪器（688808.SH）刷新市场认知：公司股价从81.88元的发行价，一路飙升至最高的1898.88元。这意味着，在上市不到20个交易日里，联讯仪器就轻松斩获22倍惊人涨幅，成为AI算力产业链中又一现象级“超级牛股”。 亮眼行情的背后，有着苏州国资的身影。在此之前，苏州国资已在中际旭创（300308）身上，斩获百倍回报。此番，出手联讯仪器，亦是苏州国资在早期阶段精准布局，收获的一个标志性IPO。 接棒中际旭创，19天暴涨22倍 说起联讯仪器，市场或许略感陌生；但提到“光通信”，大家很快就会想到市场龙头——“中际旭创”，而联讯仪器正是它的核心供应商。 作为国内高端光通信的测试设备商，联讯仪器一上市就点燃市场的热情：开盘暴涨800%，最高触及859.88元，单日涨幅高达875.82%；之后，联讯仪器接连打破各项纪录，开启“暴涨”之路： 首先是，上市第5个交易日，股价突破1000元，成为A股最快破千元的新股；其次，在5月18日，公司股价盘中又触及1361元，并首次超越贵州茅台，成为A股“新股王”；5月25日，联讯仪器再度攀升，股价最高冲至1898.88元，总市值突破1800亿元，坐上A股“第一高价股”宝座。 暴涨行情的背后，是市场对于这家高端光通信测试设备龙头的认可。 时间回到2017年。彼时，国内光通信高端测试仪器领域，被是德科技、安立等海外巨头垄断，在行业里深耕了15年的技术“老兵”——胡海洋，深刻洞察到国产高端仪器匮乏背后的战略机遇与市场空间。于是，他果断放弃外企的“高薪”职位，在苏州创办了联讯仪器。 过程中，他拉来前是德科技的同事杨建作为联合创始人，之后前全球顶尖光器件大厂Finisar（菲尼萨）工程总监黄建军又正式加入，三人共同构成联讯仪器的“铁三角”，成为联讯仪器的核心底牌。 招股书显示，联讯仪器已成为全球少数、国内屈指可数能量产400G/800G/1.6T高速光模块核心测试仪器企业，是全球第二家推出1.6T光模块全套测试仪器并实现量产的厂商。目前，联讯仪器已成功打破Keysight、Tektronix等海外巨头的长期垄断，客户覆盖中际旭创、新易盛、光迅科技、海信集团等产业龙头。一季度数据显示，今年Q1公司净利润同比大增515.17%。 从某种程度上说，市场对于联...

(RTTNews) - German stocks fell on Thursday following U.S. conducting fresh strikes in Southern Iran and Tehran retaliating by targeting a U.S. air base. Inflation concerns rose as oil prices climbed higher. According to Reuters, the U.S. launched fresh strikes in Iran near the Strait of Hormuz in the wee hours of Thursday, striking for the second time in 48 hours. Iran said a return to war was unlikely, while Trump told a televised White House cabinet meeting that Tehran wanted a deal but had not yet offered enough. "Iran is very much intent, they want very much to make a deal. So far they haven't gotten there. We're not satisfied with it, but we will be," he said. "Either that or we'll have to just finish the job." The benchmark DAX, which dropped to 25,079.50, was down 81.55 points or 0.33% at 25,136.41 a little while ago. Bayer drifted down 2.5%. Siemens Energy, BMW, Fresenius, Hannover RE, Munich RE, Scout24, Fresenius Medical Care, Merck, Daimler Truck Holding and Mercedes-Benz shed 1%-1.7%. Rheinmetall climbed nearly 4.5%. Infineon Technologies moved up nearly 2% and Adidas gained 1.85%, while SAP added about 1%. Deutsche Boerse and MTU Aero Engines posted modest gains. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

中芯國際：中芯國際集成電路製造有限公司關於收到上海證券交易所審核中心意見落實函的公告 Moomoo

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谭德塞表示，埃博拉疫情蔓延的速度已经超过了当地的应对能力。 谈起当前的埃博拉疫情，非洲疾控中心顾问卡里姆（Salim Abdool Karim）表示：“如果要选一个最糟糕的暴发点，那就是伊图里省。” 正在前往刚果（金）疫区的世界卫生组织（WHO）总干事谭德塞27日不无担忧地表示，埃博拉疫情蔓延的速度已经超过了当地的应对能力。 据新华社报道，刚果（金）卫生部5月27日发布的报告显示，截至26日，该国已累计发现1077例埃博拉疑似病例，疫情仍在东部多省扩散。 昆山杜克大学全球健康研究中心联合主任汤胜蓝教授向第一财经记者表示，引发本轮埃博拉疫情的本迪布焦（Bundibugyo）病毒目前没有获批的疫苗和特效治疗药物，且疫情暴发在世界上最不安全、人道主义形势最复杂的地区之一。 他进一步表示，在这样的背景下，没有任何一个国家或单一机构能够独立应对，这正是WHO应该发挥不可替代作用的时刻。 “最糟糕的暴发点” 截至5月22日，有1261人被确认为埃博拉疑似患者接触者，不过在这些人中仅有7%被找到并接受了流调。 谭德塞25日表示，本轮疫情尤其棘手：一方面，疫情发现存在延迟，防控工作不得不“追赶”快速发展的疫情；另一方面，最早发现疫情的刚果（金）东部省份安全形势严峻，当地民众对外来机构和人员也存在明显不信任。 伊图里省位于刚果（金）的东北部，与乌干达接壤，实际上疫情涉及的三地并非遥不可及的偏远村落：蒙布瓦卢是省内重要金矿区，矿工、商贩、运输人员和临时劳工密集，长期存在采金、矿石收购、物资运输、营地服务等经济活动和人员跨区流动；该省首府布尼亚是区域交通、商业枢纽；鲁万帕拉则位于布尼亚近郊。 疫情较早在蒙布瓦卢被发现，意味着风险场景可能与矿区、医院、市场和营地高度重叠。采金人员往往居住集中、医疗条件有限、与雇主和供应商接触频繁，早期埃博拉患者被当成了普通疟疾、食物中毒或肠胃病处理。 作为本轮埃博拉疫情的震中，伊图里省长年陷于内战之中，长期受武装组织活动、族群冲突和非法采矿影响，使得老百姓对于外来专家和机构充满了不信任和恐惧，叠加本已存在的饥荒，让埃博拉的防控难上加难。 据新华社报道，刚果（金）国家生物医学研究所所长让-雅克·穆延贝表示：“当地人甚至认为来自首都金沙萨的是‘陌生人’而心存戒备”，对外来人员的不信任削弱了防疫工作，建立信任是当前防控的优先任务。 多重警示 除了安全问题外，饥饿...

King Luther Capital Management Corp increased its holdings in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 250.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 38,336 shares of the electric vehicle producer's stock after acquiring an additional 27,386 shares during the period. King Luther Capital Management Corp's holdings in Tesla were worth $17,240,000 at the end of the most recent quarter. A number of other large investors have also bought and sold shares of TSLA. Networth Advisors LLC bought a new stake in Tesla during the 4th quarter worth approximately $26,000. Chapman Financial Group LLC bought a new stake in Tesla during the 2nd quarter worth approximately $26,000. Davidson Capital Management Inc. grew its position in Tesla by 79.4% during the 4th quarter. Davidson Capital Management Inc. now owns 61 shares of the electric vehicle producer's stock worth $27,000 after acquiring an additional 27 shares during the last quarter. Prism Advisors Inc. bought a new stake in Tesla during the 4th quarter worth approximately $30,000. Finally, Turning Point Benefit Group Inc. bought a new stake in Tesla during the 3rd quarter worth approximately $30,000. 66.20% of the stock is currently owned by institutional investors. Get Tesla alerts: Sign Up Key Stories Impacting Tesla Here are the key news stories impacting Tesla this week: Positive Sentiment: Tesla’s European sales momentum appears to be improving, with multiple reports citing April registrations up sharply year over year and suggesting the EV business is regaining traction after a long slump. Tesla Logs Strong Growth in European Monthly Sales Tesla’s European sales momentum appears to be improving, with multiple reports citing April registrations up sharply year over year and suggesting the EV business is regaining traction after a long slump. Positive Sentiment: Wall Street is also focusing on Tesla’s ro...

"It could not have been caused by a fall or being dropped. Despite persistent attempts to suggest it, what was done was not by another child, but by you, the main person responsible for the care of baby Thea.

Ninety per cent of young Australians will be better off under the Albanese government’s tax proposals, the Treasury claims, as Labor moves to pass its reforms into law. The government introduced the tax changes to parliament on Thursday before a heated question time in which the opposition leader, Angus Taylor, called Anthony Albanese an “arrogant prick”, while separately the Nationals demanded the government call an early election. Earlier on Thursday, Treasury secretary Jenny Wilkinson shared the previously unreleased modelling at an Australian Business Economists lunch in Sydney. Wilkinson said the combined effect of the automatic $1,000 tax deduction, $250 “working Australians tax offset” (Wato) and the capital gains tax and negative gearing reforms would most benefit young people overall. “The cumulative impact of the reforms is assessed as benefiting around 90% of young people, before impacts in the housing market are taken into account,” she said. Had the changes been made decades ago, those under 30 today would be in a better financial position, she said. “Around 90% of Australians would have been better off by age 30 had the proposed changes been in place from 2000, with the benefits of the Wato and instant deduction outweighing the impact of the savings tax changes,” Wilkinson said. The modelling considered all Australians in terms of their total income over their lifetime. Those in the top 10% of lifetime earnings would, by the time they turned 30, have been worse off under the new reforms than the old system, the modelling shows. Reserve Bank research on Thursday found people younger than 40 made up 35% of property investors in 2000. That fell to about 20% by 2023. Investors over the age of 60 soared, accounting for just 12% in 2000 but 28% by 2023. About one in 10 Australians under the age of 35 own shares, tax office data shows. Critics of the government’s reforms have said some people with significant share market investments may be left paying more t...

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Techa Tungateja/iStock via Getty Images Thesis There are many phenomena in physics that cannot be measured directly. We do not observe gravity itself, only its effects on planets, stars, and the curvature of space-time. We cannot directly see a black hole, only the behavior of matter and light around it. Dark matter remains invisible to observation, yet its existence is inferred through the abnormal rotation of galaxies. Even temperature is not measured directly. We observe expansion, resistance, radiation, or particle motion and infer temperature from secondary effects. Quantum physics pushed this idea even further. Schrödinger’s cat became the ultimate metaphor for systems whose true state remains unknown until observation itself forces reality to reveal the answer. Until the box is opened, the cat is simultaneously alive and dead. Only measurement collapses uncertainty into observable reality. And in many ways, we believe today’s AI market increasingly resembles exactly that kind of closed box. In this article, we will go through the interconnectedness of the AI system and note the red flags we detected in the SpaceX report. We note we do not have any data for two other AI companies, OpenAI and Anthropic, and if they are similar to SpaceX, we think the cat is dead. That is precisely why we remain strongly bearish on the current AI infrastructure cycle and continue to maintain a Strong Sell view on SpaceX as well as ETFs heavily exposed to this ecosystem. Finally, we acknowledge the leverage in the market and economy that has been here for so long and is so large it was really hard to fight against, until it breaks. Conflicting views We have been very bearish for some time, and from the start, our main risk was that we may be right too early. A famous scene from the movie The Big Short, when the main character plays drums for stress relief, comes to mind. However, our bearish conviction has not changed. It has strengthened much more since the last article. We foun...

Quantum Systems and Destinus are in talks to line up advisers for potential IPOs as soon as early 2027, people familiar with the matter said, as the drone makers seek to tap surging demand for unmanned defense assets. Germany’s Quantum and Netherlands-headquartered Destinus have started fielding pitches from banks looking for roles on the initial public offerings, according to the people, who asked not to be identified discussing confidential information. Quantum is seeking a valuation of at least €10 billion ($11.6 billion) in an IPO, according to the people. Destinus is weighing Amsterdam as a possible listing venue, the people said. Deliberations are ongoing and no final decisions on the size, timing or location of either potential IPO have been made, the people said. Representatives for Quantum and Destinus declined to comment. Destinus was founded in 2021 by Russian entrepreneur Mikhail Kokorich , who renounced his Russian citizenship in 2024 in opposition to the war in Ukraine. The company produces a range of weapons, including long-distance strike drones, loitering munitions and interceptors. Bloomberg News reported this month that Destinus is working with Rothschild & Co. and UniCredit SpA to raise about €200 million ahead of the planned IPO. Quantum, meanwhile, is in talks with investors including Airbus SE and Blackstone Inc. to raise €600 million at a valuation close to €7 billion, people with knowledge of the matter said previously . The startup is backed by Peter Thiel . Destinus and Quantum are among a number of European defense groups looking to take advantage of rising military spending by governments and soaring investor demand in the sector. Companies including German defense technology firm Vincorion AG, submarine tech provider Gabler Group and Czech ammunition maker CSG NV have all gone public this year.

核心要点 美伊局势再起变数，推动美元走强、油价走高，金价应声下跌。 美元升值，令海外投资者持有黄金的成本增加。 分析师仍预测，今年晚些时候金价有望上行。 受美伊局势不确定性升温影响，美元走强、油价上涨， 周四金价跌至两个月新低 。 现货黄金下跌约 1.6%，报每盎司 4385.85 美元；美国近月黄金期货收跌 1.3%，报每盎司 4389.70 美元。本次下跌后，现货黄金创下自 3 月 26 日以来的最低价位。 本轮黄金抛售潮伴随美元小幅走强。黄金以美元计价，美元升值直接提高了海外投资者的持有成本。 金价后市预测 瑞银 策略师在周四研报中继续看多黄金。该行表示，受伊朗局势影响，市场担忧能源价格高企会迫使美联储及其他央行收紧货币政策，金价因此承压；但随着加息预期降温，黄金价格将重拾涨势。 瑞银近期下调黄金年末目标价至每盎司 5500 美元，此前预测值为 5900 美元。 瑞银全球财富管理首席投资官马克・海费莱表示：“我们依旧看好黄金前景，并将其视作投资组合的多元化配置标的。尽管短期走势会受美伊局势、能源价格、美债收益率及美元波动影响，但中长期来看，央行购金、外汇储备多元化、全球高债务规模，以及美联储年内有望转向宽松政策等因素，都将为金价提供支撑。” 美国银行 给出的黄金年末目标价为每盎司 5093 美元，较周四现货价格有约 16% 的上涨空间；该行同时预计，2027 年末金价将回落至每盎司 4925 美元。 美银分析师在周二客户研报中指出：“黄金此前存在超买现象，但市场整体配置比例偏低。去年秋季黄金 ETF 持续增持热潮褪去后，价格迎来回调。美国非常规经济政策等宏观大环境对金价形成利好，因此我们认为目标价仍有上调空间。” 该行同时提示风险：美元持续走强、实际利率上行、黄金回收供应增加，都可能导致金价低于预期。 法国凯捷证券策略师周二表示，公司正在增持黄金，并指出黄金价格与油价仍保持高度联动。 利率市场成焦点 晨星首席股票策略师迈克尔・菲尔德周四早间在邮件中表示，此番金价下跌并非偶然，背后诱因早已逐步累积。 他称：“投资者担忧美伊冲突持续发酵，通胀只会一路走高。传统上黄金是对冲通胀的工具，但黄金本身不产生利息收益。低利率环境下，投资者对此并不在意；而在利率大概率上行、通胀高企的当下，能产生收益的资产更受青睐。” 市场对美伊能否达成和平协议存疑，通胀担忧再度抬头，周四欧美...

Gr8ph1cs/iStock via Getty Images Last April, Freeport-McMoRan ( FCX ) reported its first-quarter results , and that alone makes it a good moment to analyze the company’s current situation. But there are even more reasons, because the results they reported , in another context, would have been enough to reward the stock price. Revenue grew +9% YoY to $6,234M, reported OCF was $1,495M, and net income attributable to common stock of $881M practically tripled from the prior year. In addition, FCX reached an agreement with insurers for the mud rush last September that forced the Grasberg mine to shut down for 6 months, and for which they will collect the maximum amount of the policy during the second quarter, worth $700M. However, in this asset is what, for me, is the other side of the coin this quarter. Management revised the 5-year forecast for the Grasberg district downward, cutting copper by 9% and gold by 7%, with the greatest impact concentrated in 2026 and 2027. The cause was that during the six months the mine was halted, water filtered into the accumulated rock, and now the proportion of wet material has increased from 30% to 45%, which means the team will produce below capacity. So, to solve this situation, they are going to install smart gates in the chutes that load the trains, which open or close the passage depending on the consistency of the material passing through them. For this, I consider the necessary CapEx ridiculous, around $60M or $70M; the problem will be the manufacturing and installation time. So until the end of 2027, or with luck the middle of 2027, the previous production pace will not return. In principle, the market did not react well to the news based on how the stock price behaved, but it already seems to have normalized, and the stock continues its path back toward the highs. In the end, this is still a company that provides approximately 70% of the refined copper consumed in the United States, a figure that the Trump administration itse...

BRUSSELS, May 28 (Reuters) - Chinese e-commerce giant JD.com's $2.5 billion bid for ‌German electronics retailer Ceconomy may ‌involve Chinese subsidies, EU competition regulators warned ​on Thursday as they opened a full-scale investigation into the deal. The acquisition will allow one of China's largest ‌retailers to ⁠expand outside its home market with the acquisition of ⁠Ceconomy-owned electronic products retailers MediaMarkt and Saturn. The decision by the European Commission ​marks its ​first in-depth ​probe of a ‌Chinese deal under its Foreign Subsidies Regulation which targets unfair foreign state aid. "The preliminary investigation indicates that JD.com may have received foreign subsidies ‌distorting the EU internal ​market. These include ​preferential financing, ​tax incentives and grants ‌provided by entities possibly ​attributable to ​the PRC," the EU executive said. It said the merged entity may ​adopt ‌investment and business strategies that could ​impact competition in Europe. (Reporting by ​Foo Yun Chee)

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Olena_T U.S. stock futures edged lower Thursday morning as investors braced for a fresh batch of macroeconomic data and monitored ongoing geopolitical developments in the Middle East. Here are some of Thursday's biggest stock movers: Biggest stock gainers Unusual Machines ( UMAC ) +33% - Drone-related stocks are surging in premarket trading Thursday after The Wall Street Journal reported that the Trump administration is considering funding agreements with several drone companies as part of a broader push to expand domestic production and reduce costs for the increasingly important defense technology. Snowflake ( SNOW ) +35% - Shares rallied after fiscal first quarter results and outlook beat estimates, drawing bullish reactions from analysts. Wedbush ( IVES ) kept its Outperform rating and raised the price target to $280 from $270, citing increased confidence in its AI strategy. The firm also maintained Snowflake, which provides a cloud-based data platform, on the IVES AI 30 List in a May 27 research note. Microsoft ( MSFT ) +1.1% - Although Microsoft's ( MSFT ) Azure-related revenue has grown sharply, Morgan Stanley believes there could be significantly more to come. A recent analysis done by the investment firm suggests that Microsoft is deploying AI data center capacity “well ahead of near-term monetization,” which means that future revenue could surge. Based on the firm's estimates (and comments made by management on its recent earnings call), Microsoft's data center footprint went from around 5 gigawatts in fiscal 2024 and could hit around 20 gigawatts by fiscal 2028. Biggest stock losers Marvell Technology ( MRVL ) -3% - Shares erased initial gains as the chipmaker’s modest beat failed to impress investors with high expectations. Looking ahead, Marvell said it expects to earn between $0.88 to $0.98 per share on an adjusted basis, while revenue is forecast to be $2.7B, plus or minus 5%. Marvell also said it anticipates adjusted gross margins will be between 58....

Biggest stock movers Thursday: UMAC, SNOW, MSFT, MRVL and more MSN

SNDK260529P02100000 互動股市圖表 | SNDK May 2026 2100.000 put 股市 Yahoo 財經

Key Points Investors expect future innovations, not current profits, to justify SpaceX’s lofty valuation. Starship and Starlink position the company for decades of scalable expansion and new revenue streams. These 10 stocks could mint the next wave of millionaires › All signs point to SpaceX holding its initial public offering (IPO) sometime this summer, perhaps as early as next month. And retail investors are in luck. Most IPO stocks reserve just 5% to 10% of shares for smaller retail investors. 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 » According to reports, however, Elon Musk wants to reserve as much as 30% of SpaceX's stock offering for smaller investors. "Those are folks that have been incredibly supportive of us and of Elon for a long time, and we want to make ​sure that we recognize that," commented SpaceX's chief financial officer, Bret Johnsen. Investors may be able to gain limited exposure to this exciting space stock before its IPO, though the available options can involve added fees, restrictions, and reduced liquidity. Whether you buy shares now or later, how much growth potential could there really be for a business seeking to value itself at $1.5 trillion to $2 trillion? It depends on what you think the future will look like. But there's one reason in particular to believe SpaceX shares can help your portfolio grow for decades to come. Why is SpaceX worth investing in despite a lofty valuation? Right now, many of Musk's businesses are valued mostly on future earnings potential, not present cash flows. Tesla (NASDAQ: TSLA), for example, has a $1.3 trillion valuation despite falling auto sales over the last few years. That's because investors are more excited about the company's potential for robotaxi than its historical auto manufacturing business. A similar situation is taking ...

中东战争引发的能源危机已让各国央行陷入两难：是加息以对抗通胀但危及增长，还是选择等待但可能为时已晚。 芝加哥联邦储备银行行长奥斯坦·古尔斯比（Austan Goolsbee）周四接受采访时警告称，能源冲击的持续和通胀的顽固不下，可能会将美国经济推向“滞胀“方向，其特点是失业和物价同步上涨。 以下为经过编辑的采访节选： 问：中东冲突在多大程度上改变了您对通胀的看法？ 答： “这显然大大加剧了短期总体通胀。话虽如此，美国的通胀率本已高企，且改善势头已停滞。我认为，关税驱动的商品通胀下降速度远未达到人们的期望。再看美国的服务业通胀，其水平居高不下且仍在攀升——这不可能源于关税，也不可能源于石油。因此，即便撇开战争不谈，也存在一些令人担忧的方面。” “在美联储去年的最后一次会议上，我对降息的决定投了反对票……我不后悔对此持异议，因为事实证明，通胀的持续性比当时预测的要强。” 问：您对滞胀有多担心？ 答： “我担心的是经济走向滞胀——意味着通胀和失业率同时上升。这完全有可能，而且是最坏的情景。这是央行可能面临的最具挑战性的情况之一，因为无论是加息、降息还是维持利率不变，都无法解决问题。” “我们遭遇的滞胀冲击越多，作为央行，我们就越会被置于这种困境之中，不得不选择哪个更糟：是经济开始衰退，还是引发更严重的通胀并导致通胀预期脱锚。” 问：如果您现在必须投票，您会支持什么样的利率决定？ 答： “美国劳动力市场在过去18个月里一直相当稳定。招聘活动不多，但裁员也少。我认为，对美联储在就业方面的职责所构成的威胁，不像通胀威胁那么紧迫。我们的通胀率已经连续五年高于目标水平。我们在这方面停滞不前，现在情况正朝着错误的方向发展。对我来说，通胀危险是眼下更直接的威胁。” 问：从美联储最近的紧缩周期中可以学到哪些教训？ 答： “供应冲击对央行正常的权衡取舍有着不同的、巨大的影响，有好有坏。坏的方面是，疫情重创了供应链，通胀升幅超出了人们的预想。然后，随着供应链的修复，通胀在没有引发衰退的情况下回落，这在历史上堪称绝无仅有。” “如果这场战争继续下去，对日本这个主要能源净进口国来说，这纯粹是一场负面的供应冲击。届时制定货币政策将变得非常棘手。但如果战争结束，供应链得到修复，日本可能会从美国经历过的那种动态中受益，当时美国在无需货币政策与财政政策相抗衡的情况下，通胀就已回落。” 问：您所在辖区的制...

STORY: Chinese tech giant ByteDance is developing its own central processing units (CPUs) to support its growing AI infrastructure needs, according to three sources. The TikTok-parent's move comes as surging chip prices and prolonged supply shortages constrain its expansion plans. It shows the industry's rapid shift towards autonomous AI models that demand more from CPUs. Working in tandem with the dominant graphics chips made by Nvidia. But it's created a shortage of CPUs in recent months. A growing number of tech companies have concluded the economics of custom chips outweigh the complexity of designing them. Global hyperscalers including Google, Amazon and Microsoft are also developing their own custom CPUs. They aim to reduce costs and tailor to their specific workloads. The first source said Bytedance is targeting deployment of its own CPU in its servers and data centers to support internal operations. That's as it prepares a massive rollout of agent-based products. The Beijing-based company has approached several external partners to assist with the effort, the sources claim. ByteDance did not respond to Reuters' request for comment.

Oslo’s ban on a missile system for Malaysian warships may lead to further bottlenecks in the country’s crucial naval modernisation project due to a scramble for a replacement and hamper its capability to counter vessels encroaching on its exclusive economic zone in the South China Sea , according to analysts. The Malaysian navy has spent more than a decade waiting for its new littoral combat ships (LCS), a flagship upgrade meant to enhance its presence in the contested waters. A dispute over naval strike missiles built by Norway ’s Kongsberg Defence & Aerospace arose after Oslo revoked a licence for their export to Malaysia , which said it had already paid about 95 per cent of a €126 million (US$146.4 million) contract for the system. Advertisement Malaysia is now weighing replacement offers from several countries, with Defence Minister Mohamed Khaled Nordin saying on Sunday that the government’s priority was to find a system that would not force costly redesigns of ships already under construction. “So far, there are three to four countries that have submitted offers,” Khaled told state news agency Bernama during a visit to Turkey, where he said meetings were held between Malaysian officials and several parties to look for a suitable replacement. Advertisement “We are holding meetings, especially with the navy, to provide solutions, and the navy will certainly conduct evaluations of these four offers before they are brought to the government,” he said.

格隆汇5月28日｜先导科技集团旗下企业广西先导激光科技有限公司（简称“先导激光”）正式完成A1轮9亿元融资。本轮融资将主要用于三大方向：一是加速四大激光器（半导体、光纤、固体、气体）全技术路线的研发迭代与量产爬坡；二是深化垂直一体化能力，进一步强化从关键材料、芯片到器件、模组、整机实现全链条自主可控；三是支撑全球化产能布局与海外市场拓展。

格隆汇5月28日｜西部证券公告，2025年度利润分配方案为：以实施权益分派股权登记日的总股本扣除回购专户持有股份数后44.63亿股为基数，本次向全体股东每10股派发现金红利0.9元(含税)，拟分配现金红利4.02亿元(含税)。2025年度公司不送红股，不以资本公积金转增股本。

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