Legacy Edge Advisors LLC purchased a new stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 34,027 shares of the computer hardware maker's stock, valued at approximately $6,346,000. Get NVIDIA alerts: Sign Up Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Diversified Enterprises LLC increased its holdings in NVIDIA by 44.2% in the 4th quarter. Diversified Enterprises LLC now owns 127,604 shares of the computer hardware maker's stock worth $23,798,000 after buying an additional 39,129 shares in the last quarter. Oak Ridge Investments LLC boosted its position in NVIDIA by 2.2% in the third quarter. Oak Ridge Investments LLC now owns 970,860 shares of the computer hardware maker's stock worth $181,143,000 after purchasing an additional 20,559 shares during the last quarter. PMG Family Office LLC purchased a new position in NVIDIA in the third quarter worth about $2,150,000. Weaver Capital Management LLC boosted its position in NVIDIA by 5.5% in the fourth quarter. Weaver Capital Management LLC now owns 85,216 shares of the computer hardware maker's stock worth $15,893,000 after purchasing an additional 4,439 shares during the last quarter. Finally, Circle Wealth Management LLC boosted its position in NVIDIA by 16.1% in the third quarter. Circle Wealth Management LLC now owns 107,787 shares of the computer hardware maker's stock worth $20,111,000 after purchasing an additional 14,936 shares during the last quarter. 65.27% of the stock is currently owned by institutional investors. NVIDIA Price Performance NVDA opened at $214.86 on Wednesday. The business has a fifty day moving average of $197.43 and a 200 day moving average of $189.19. NVIDIA Corporation has a 52-week low of $132.92 and a 52-week high of $236.54. The company has a quick ratio of 2.85, a current ratio of 3....

Pachira Investments Inc. boosted its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 55.6% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 10,421 shares of the computer hardware maker's stock after buying an additional 3,723 shares during the quarter. NVIDIA accounts for approximately 0.9% of Pachira Investments Inc.'s investment portfolio, making the stock its 27th largest position. Pachira Investments Inc.'s holdings in NVIDIA were worth $1,943,000 at the end of the most recent reporting period. Several other institutional investors and hedge funds also recently bought and sold shares of NVDA. Joule Financial LLC grew its stake in shares of NVIDIA by 2.2% during the third quarter. Joule Financial LLC now owns 2,308 shares of the computer hardware maker's stock worth $431,000 after acquiring an additional 50 shares during the last quarter. Vision Financial Markets LLC grew its stake in shares of NVIDIA by 1.2% during the third quarter. Vision Financial Markets LLC now owns 4,640 shares of the computer hardware maker's stock worth $866,000 after acquiring an additional 53 shares during the last quarter. Presidio Capital Management LLC grew its stake in shares of NVIDIA by 0.4% during the fourth quarter. Presidio Capital Management LLC now owns 15,137 shares of the computer hardware maker's stock worth $2,823,000 after acquiring an additional 53 shares during the last quarter. LMG Wealth Partners LLC grew its stake in shares of NVIDIA by 0.7% during the fourth quarter. LMG Wealth Partners LLC now owns 7,649 shares of the computer hardware maker's stock worth $1,427,000 after acquiring an additional 53 shares during the last quarter. Finally, IMG Wealth Management Inc. grew its stake in shares of NVIDIA by 1.4% during the third quarter. IMG Wealth Management Inc. now owns 3,820 shares of the computer hardware maker's stock worth $713,000 after acquiring an additional 54 share...

Pinnacle Wealth Management Advisory Group LLC lifted its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 6.8% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 81,293 shares of the e-commerce giant's stock after buying an additional 5,178 shares during the quarter. Amazon.com accounts for approximately 1.3% of Pinnacle Wealth Management Advisory Group LLC's holdings, making the stock its 19th largest holding. Pinnacle Wealth Management Advisory Group LLC's holdings in Amazon.com were worth $18,764,000 at the end of the most recent reporting period. Other hedge funds and other institutional investors also recently bought and sold shares of the company. Fairway Wealth LLC increased its holdings in Amazon.com by 113.2% during the 3rd quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant's stock worth $25,000 after purchasing an additional 60 shares during the last quarter. Sellwood Investment Partners LLC purchased a new stake in Amazon.com during the 3rd quarter worth approximately $27,000. MilWealth Group LLC grew its position in shares of Amazon.com by 79.0% in the 4th quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant's stock worth $41,000 after acquiring an additional 79 shares in the last quarter. Bridge Generations Wealth Management LLC grew its position in shares of Amazon.com by 2,330.0% in the 3rd quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant's stock worth $53,000 after acquiring an additional 233 shares in the last quarter. Finally, Cooksen Wealth LLC grew its position in shares of Amazon.com by 23.5% in the 2nd quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant's stock worth $54,000 after acquiring an additional 47 shares in the last quarter. 72.20% of the stock is currently owned by hedge funds and other institutional investors. Get Amazon.com alerts: Sign Up Amazon.com Trading Down 0.4%...

格隆汇5月27日｜华天科技(002185.SZ)今日涨7.93%，换手率37.07%，成交额244.48亿元。龙虎榜数据显示，深股通买入12.09亿元，卖出8.56亿元，净买入3.52亿元；四家机构买入13.17亿元，卖出7.44亿元，净买入5.73亿元；游资“三板组”位列卖三席位，净卖出2.8亿元。上榜席位全天买入25.42亿元，卖出25.03亿元，合计净买入3844万元。(格隆汇)

PKO Investment Management Joint Stock Co raised its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 13.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 375,000 shares of the computer hardware maker's stock after purchasing an additional 43,000 shares during the quarter. NVIDIA comprises about 5.6% of PKO Investment Management Joint Stock Co's investment portfolio, making the stock its 2nd biggest position. PKO Investment Management Joint Stock Co's holdings in NVIDIA were worth $69,937,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Get NVIDIA alerts: Sign Up Several other hedge funds also recently added to or reduced their stakes in NVDA. Brighton Jones LLC raised its position in NVIDIA by 12.4% in the fourth quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker's stock valued at $43,631,000 after purchasing an additional 35,815 shares during the period. Bank Pictet & Cie Europe AG raised its position in NVIDIA by 1.0% in the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker's stock valued at $315,100,000 after purchasing an additional 22,929 shares during the period. Highview Capital Management LLC DE raised its position in NVIDIA by 6.7% in the fourth quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker's stock valued at $7,842,000 after purchasing an additional 3,653 shares during the period. Hudson Value Partners LLC raised its position in NVIDIA by 30.7% in the fourth quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker's stock valued at $6,805,000 after purchasing an additional 11,900 shares during the period. Finally, Wealth Group Ltd. raised its position in NVIDIA by 15.7% in the first quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker's...

Intact Investment Management Inc. boosted its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 19.2% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 43,330 shares of the e-commerce giant's stock after acquiring an additional 6,990 shares during the period. Intact Investment Management Inc.'s holdings in Amazon.com were worth $10,001,000 as of its most recent filing with the SEC. Several other institutional investors and hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. grew its holdings in shares of Amazon.com by 1.1% in the 1st quarter. Vanguard Group Inc. now owns 832,274,556 shares of the e-commerce giant's stock valued at $158,348,557,000 after buying an additional 8,913,959 shares during the period. State Street Corp grew its holdings in shares of Amazon.com by 2.0% in the 3rd quarter. State Street Corp now owns 381,681,441 shares of the e-commerce giant's stock valued at $83,805,794,000 after buying an additional 7,584,156 shares during the period. Geode Capital Management LLC grew its holdings in shares of Amazon.com by 1.7% in the 2nd quarter. Geode Capital Management LLC now owns 216,717,657 shares of the e-commerce giant's stock valued at $47,332,625,000 after buying an additional 3,721,658 shares during the period. Norges Bank acquired a new position in shares of Amazon.com in the 2nd quarter valued at $27,438,011,000. Finally, Northern Trust Corp grew its holdings in shares of Amazon.com by 0.3% in the 1st quarter. Northern Trust Corp now owns 97,379,134 shares of the e-commerce giant's stock valued at $18,527,354,000 after buying an additional 302,858 shares during the period. Institutional investors and hedge funds own 72.20% of the company's stock. Get Amazon.com alerts: Sign Up Amazon.com Trading Down 0.4% Amazon.com stock opened at $265.29 on Wednesday. The firm has a 50-day moving average of $241.79 and a 200-day moving average of $231.93. Amazo...

格隆汇5月27日｜恒生指数公司发布公告，恒生港美科技指数的编算方法将有以下更新：新增太空探索技术公司（SpaceX）至指定美国成分股名单。8只美国上市成分股的比重将于SpaceX的第7个交易日收市后重新计算至等权重，新增成分股和更新后的成分股比重将于SpaceX的第11个交易日生效。上述变更将以SpaceX确认上市作实。

spawns/iStock via Getty Images Money supply is a very important indicator. It helps show how tight or loose current monetary conditions are regardless of what the Fed is doing with interest rates. Even if the Fed is tight, if money supply is increasing, it has an inflationary effect. One key metric shown below is the “Wenzel” 13-week annualized money supply figure. It was made popular by the late Robert Wenzel who tracked the metric weekly as an indicator for where the economy might be headed. In 2020, the Fed started reporting the data monthly instead of weekly. It should also be noted that money supply data can be heavily revised in future months. Recent Trends Seasonally-adjusted money supply has been growing on a consistent monthly basis since November 2023 (30 straight months). The latest month (April) showed growth of $118B, which is well above the recent average. This is the third largest month since January 2022. Figure 1: MoM M2 Change (Seasonally Adjusted) The increase in March was 6.4% annualized, which is well higher than the 4.6% over the past year. Figure 2: M2 Growth Rates April average is typically around 4.3%, which puts the latest month well above average. Figure 3: Average Monthly Growth Rates Non-seasonally adjusted shows a drop in April but a big push up in May ( note: this data is ahead of the seasonally adjusted data above ). Figure 4: MoM M2 Change (Non-Seasonally Adjusted) The weekly data shows what happened: there were three down weeks followed by a big uptick. On a weekly basis, the three consecutive weekly drops were the biggest by far since last April. Figure 5: WoW M2 Change The “Wenzel” 13-week money supply The late Robert Wenzel of Economic Policy Journal used a modified calculation to track money supply. He used a trailing 13-week average growth rate annualized as defined in his book The Fed Flunks . He specifically used the weekly data that was not seasonally adjusted. His analogy was that in order to know what to wear outside, he w...

matejmo/iStock via Getty Images Key takeaways 1 The fund underperformed its benchmark Underperformance mainly resulted from stock selection in the health care, industrials and consumer staples sectors. Stronger stock selection in the consumer discretionary and real estate sectors partially offset these results. 2 Portfolio activity There was no significant change to the fund's overall positioning during the quarter as we sought to keep most sector, factor and other macro-related exposures similar to the Russell 1000 Index. 3 US equity markets declined Amid heightened volatility sparked by geopolitical tensions, rising energy prices and artificial intelligence-related ( AI ) investor concerns, US equities fell during the quarter. The Russell 1000 Index returned -4.18%, driven by declines in the information technology ( IT ) and financials sectors. Manager perspective and outlook • US financial markets had a volatile first quarter, marked by shifting monetary policy expectations, geopolitical instability and uneven economic data. • Equities started 2026 with momentum as earnings remained solid and market leadership broadened beyond mega cap growth stocks. Volatility rose later in the quarter due to the Iran conflict, higher energy prices and concerns about AI disruption. • Economic growth remained positive but showed signs of softening, as job gains slowed, unemployment edged higher and inflation stayed above the US Federal Reserve's (Fed) 2% target. • Following three rate cuts in late 2025, the Fed kept the federal funds rate unchanged during the quarter, signaling a more cautious stance with rates staying "higher for longer" in response to persistent inflation and a cooling labor market. • Major equity indexes declined amid heightened volatility, with the Russell 1000 Index returning -4.18%. Energy stocks outperformed on rising oil prices, while financials and IT lagged. • Regardless of market sentiment and near-term economic trends, our investment process favors be...

Data from Stocktwits shows that retail sentiment has held at ‘bullish’ on SPY and QQQ this week. Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Wall Street attempted to extend a tech-driven rally that pushed the S&P 500 and Nasdaq Composite to fresh record highs in the previous session. Goldman Sachs reportedly lifted its year-end S&P 500 target to 8,000. Marvell Technology (MRVL), Snowflake (SNOW), Salesforce (CRM), and Abercrombie & Fitch (ANF) remain in focus ahead of earnings due later Wednesday. U.S. stock futures were higher early Wednesday after a tech-driven rally carried the S&P 500 and Nasdaq indices to record highs in the previous session. Meanwhile, Goldman Sachs has reportedly raised its S&P 500 year-end target to 8,000, up from 7,600, citing stronger earnings expectations following a robust Q1 reporting season. As of 4:00 a.m. ET on Wednesday: S&P 500 futures were 0.1% higher, Dow and Nasdaq futures rose 0.3%, and Russell 2000 futures were up 0.5%. Read Next Loading... Loading... Retail sentiment toward the SPDR S&P 500 ETF (SPY), an exchange-traded fund that tracks the S&P 500 Index, and the Invesco QQQ Trust (QQQ) ETF, which tracks the Nasdaq-100 Index, has remained in ‘bullish’ territory. Even as AI euphoria sparks bullish sentiment in the markets, geopolitical tensions linger. Secretary of State Marco Rubio noted that a formal peace agreement with Iran could take several days to finalize. Crude oil prices trended lower despite the continued closure of the Strait of Hormuz. Trending Stocks To Watch Nvidia (NVDA): Remains on the retail radar following statements from CEO Jensen Huang labeling Taiwan the lifelong "epicenter" of the AI revolution, along with plans to break ground on a new Taiwan headquarters project by the end of the year. Micron Technology (MU): Stock rose 5% in early premarket trade after passing a $1 trill...

Peregrine Asset Advisers Inc. boosted its position in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 186.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 30,337 shares of the e-commerce giant's stock after purchasing an additional 19,738 shares during the quarter. Amazon.com comprises 2.0% of Peregrine Asset Advisers Inc.'s investment portfolio, making the stock its 13th biggest position. Peregrine Asset Advisers Inc.'s holdings in Amazon.com were worth $7,002,000 at the end of the most recent reporting period. Several other institutional investors and hedge funds have also bought and sold shares of AMZN. Norges Bank purchased a new stake in shares of Amazon.com during the 2nd quarter valued at $27,438,011,000. Nuveen LLC purchased a new stake in shares of Amazon.com during the 1st quarter valued at $11,674,091,000. Laurel Wealth Advisors LLC raised its position in shares of Amazon.com by 22,085.8% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 12,177,557 shares of the e-commerce giant's stock valued at $2,671,634,000 after buying an additional 12,122,668 shares in the last quarter. Goldman Sachs Group Inc. raised its position in shares of Amazon.com by 21.3% during the 1st quarter. Goldman Sachs Group Inc. now owns 57,908,424 shares of the e-commerce giant's stock valued at $11,017,657,000 after buying an additional 10,176,835 shares in the last quarter. Finally, Capital Research Global Investors raised its position in shares of Amazon.com by 11.3% during the 3rd quarter. Capital Research Global Investors now owns 94,284,962 shares of the e-commerce giant's stock valued at $20,702,362,000 after buying an additional 9,583,217 shares in the last quarter. 72.20% of the stock is currently owned by hedge funds and other institutional investors. Get Amazon.com alerts: Sign Up Analyst Ratings Changes Several research firms have recently weighed in on AMZN. N...

格隆汇5月27日｜FTSE Russell公布最新Russell3000指数初步纳入名单，多家加密相关公司在列，包括Sharplink、ForwardIndustries、Gemini、GalaxyDigital以及Bitmine等。其中，以太坊储备公司Bitmine与GalaxyDigital因市值分别达到约57亿美元与115.5亿美元，已符合Russell1000指数纳入门槛。

UnitedHealth Group (UNH 2.99%) has been a steady winner throughout most of its history. It's a blue chip stock that has been a favorite for many risk-averse investors. But the opinions on UnitedHealth are decidedly mixed these days. Billionaires Chase Coleman and David Tepper reduced their hedge funds' exposure to UnitedHealth Group in the first quarter of 2026, according to 13F filings. However, analysts are overwhelmingly bullish about the stock. Do Coleman and Tepper know something about UnitedHealth that Wall Street doesn't? Why the billionaires may have sold UnitedHealth Coleman's Tiger Global Management hedge fund sold roughly 17% of its UnitedHealth Group stake during Q1. Tepper's Appaloosa hedge fund slashed its position in the health insurance stock by 55%. Neither Coleman nor Tepper has commented publicly about their reasons for selling UnitedHealth. However, we can make some reasonable guesses about why they sold the stock. UnitedHealth Group faces more challenges than when either billionaire first initiated their positions. The company's medical cost trends have risen, squeezing profit margins. There's greater uncertainty about Medicare Advantage rates than in the past. UnitedHealth is also under investigation by the U.S. Department of Justice. It's possible, though, that Coleman's and Tepper's decisions to sell UnitedHealth stock weren't related to these issues. The billionaires could simply be reallocating capital to other investments they think have greater growth opportunities. For example, both Coleman and Tepper increased their exposure to semiconductor stocks in Q1. They weren't the only billionaires selling UnitedHealth Group stock last quarter. Warren Buffett is still heavily involved in the investment decisions for Berkshire Hathaway (BRKA 0.23%) (BRKB 0.49%), which completely exited its position in UnitedHealth in Q1. However, this move could have been part of a broader strategy to sell all the stocks managed by Todd Combs, who left Berkshire ...

美伊核谈判迎来关键节点，一份初步协议草案的轮廓已逐步清晰，但双方围绕核计划让步幅度与资产解冻时序的博弈，仍令最终签署前景充满变数。 据 央视新闻 ，总台记者获悉，当地时间27日，伊朗国家安全委员会成员布鲁杰迪表示，根据伊朗与美国达成的初步协议草案， 美方将在第一阶段承诺在所有战线，实现为期60天的全面停火，特别是在黎巴嫩境内；同时，释放伊朗相当一部分被冻结资产、结束海上封锁亦被列为协议内容。 与此同时，据 新华社 ，伊朗伊斯兰革命卫队海军官员穆罕默德·阿克巴尔扎德（Mohammad Akbarzadeh）则表示， 与美国重新爆发战争的可能性"低" ，但伊朗武装力量已"装满弹匣"，随时处于备战状态。 然而，伊朗强硬派的表态为谈判前景增添了不确定性。据 央视新闻 ，伊朗最高领袖外事顾问韦拉亚提27日在社交媒体发文称，伊朗红线十分明确，"文件和签字不再是保障，协议存续的现实保障是霍尔木兹海峡"，并强调"地理不会说谎，它才是纸面协议最终的裁判"。 草案轮廓：停火、解冻与封锁解除 据布鲁杰迪的披露，初步协议草案呈现分阶段推进的框架结构。第一阶段的核心是军事层面：美方承诺在包括黎巴嫩在内的所有战线实现60天全面停火。 与此同时，解除对伊朗的海上封锁及释放被冻结资产，被纳入协议整体安排。 据环球时报此前报道，伊朗议长卡利巴夫访问卡塔尔期间积极推动解冻伊朗240亿美元资金，要求其中一半在谅解备忘录发布后立即到位，剩余部分在60天内落实。据报道，伊朗正接近就分阶段解冻方案达成妥协。不过，据环球时报援引美方官员的表态，华盛顿坚持只有在霍尔木兹海峡重新开放后，才会解冻伊朗资金——这一条件设置使双方在资金与海峡之间形成互为杠杆的博弈结构。 布鲁杰迪同时强调，伊朗外交机构"不会依据特朗普在社交媒体上的言论作出决策"，任何进入签署阶段的文件，都须符合伊朗体制红线并以维护国家利益为目标。 特朗普的算盘：安抚鹰派，包装更大胜利 在谈判冲刺阶段，特朗普面临来自共和党内部的强烈压力。参议员Ted Cruz等鹰派人士抨击拟议协议框架是"错误"，认为其过于接近奥巴马政府时期的伊核协议——后者正是特朗普在第一任期内亲手废除的。 为回应批评，特朗普突然抛出扩大"亚伯拉罕协议"的宏大构想，要求沙特、卡塔尔、巴基斯坦、土耳其、埃及和约旦"立即"集体加入，与以色列实现关系正常化，否则不应参与美伊协议斡旋。据澎湃新闻...

韩国股市今年以来已经飙升100%，超过互联网泡沫破裂前夕以及韩国上世纪80年代末工业繁荣时期的历史性升势 当地时间2026年5月15日，韩国首尔，首尔中区韩亚银行交易室的工作人员正注视着突破8000点的纪念仪式痕迹。当日，韩国综合股价指数（KOSPI）在开盘初期突破8000点后下跌，跌破7500点。图：视觉中国

核心要点 日韩股市创历史新高后涨幅收窄。 投资者权衡伊朗紧张局势与美伊达成协议的希望。 美国科技股上涨推动华尔街指数创收盘纪录。 香港维多利亚港日落航拍图 周三亚太股市涨跌互现。投资者评估美国近期在伊朗的军事行动、美伊之间脆弱的停火状态，以及双方仍有可能达成协议的乐观情绪。 日本日经 225 指数收于 64，999.41 点，持平；在创下新高后回吐涨幅。东证指数下跌 0.52%。 韩国 KOSPI 指数收涨 2.52%，报 8，228.7 点；小盘股 Kosdaq 指数下跌 3.36%，报 1，133.13 点。三星电子股价上涨 2.68%，此前韩国工会工人批准临时薪资协议，避免了可能扰乱全球半导体供应链的罢工。 澳大利亚 S&P/ASX 200 指数上涨 0.69%，收于 8，717.7 点。 香港恒生指数在收盘前一小时下跌 1.03%；内地沪深 300 指数下跌 0.79%，报 4，908.53 点。 周二凌晨，美军在伊朗南部实施了五角大楼所称的 “自卫性” 打击，目标为导弹发射场及涉嫌布设水雷的伊朗船只；美方坚称仍在停火框架下保持克制。 此次军事行动凸显美伊停火的脆弱性：尽管白宫称谈判接近完成，双方仍在不断试探底线。 特朗普总统周一表示，与伊朗结束战争的谈判 “进展顺利”，但同时警告若谈判破裂，美国可能发动攻势。 主要指数收盘数据 澳大利亚 S&P/ASX 200：8，717.70（+59.90，+0.69%） 香港恒生指数：25，328.23（-271.22，-1.06%） 韩国 KOSPI 指数：8，228.70（+181.19，+2.25%） 日本日经 225 指数：64，999.41（+3.32，+0.01%） 印度 NIFTY 50：23，909.35（-4.35，-0.02%） 上海上证指数：4，093.73（-51.65，-1.25%） 周二晚间华尔街，科技股领涨，标普 500 与 纳斯达克 指数盘中再创历史新高，交易员评估中东局势进展。 标普 500：7，519.12（+0.61%），收盘创纪录 纳斯达克：26，656.18（+1.19%），收盘创纪录 道琼斯 工业平均指数：50，461.68（-118.02，-0.23%） 美国股市周一因阵亡将士纪念日休市。 责任编辑：郭明煜

格隆汇5月27日｜迈威尔科技(MRVL.US)盘前涨5.5%，报219.72美元。消息面上，迈威尔科技将于今日盘后公布第一季度财报，分析师普遍预期季度营收将达24.1亿美元，较去年同期的19亿美元增长26.8%；调整后每股收益的共识预期为79美分，高于去年同期的62美分。 业绩公布前，多家大行大幅上调目标价。其中，花旗将其目标价从118美元上调至215美元，重申“买入”评级，并指出市场对亚马逊Trainium 2 AI加速器的需求激增是其盈利的核心驱动力。摩根士丹利将迈威尔科技的目标价从103美元上调至172美元，富国银行将其目标价从135美元上调至195美元。Stifel将其目标价从140美元上调至210美元，并维持“买入”评级。(格隆汇)

Speculative fervor is high but not at elevated levels pointing to a big market pullback

Family Office Research LLC boosted its position in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 26.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,749 shares of the electric vehicle producer's stock after purchasing an additional 1,210 shares during the period. Tesla comprises 1.1% of Family Office Research LLC's holdings, making the stock its 18th largest position. Family Office Research LLC's holdings in Tesla were worth $2,643,000 as of its most recent filing with the Securities and Exchange Commission. Get Tesla alerts: Sign Up A number of other large investors have also recently added to or reduced their stakes in the company. Bellwether Advisors LLC grew its stake in shares of Tesla by 815.6% during the 4th quarter. Bellwether Advisors LLC now owns 6,208 shares of the electric vehicle producer's stock worth $2,792,000 after acquiring an additional 5,530 shares in the last quarter. Collaborative Wealth Managment Inc. grew its holdings in shares of Tesla by 24.9% in the 4th quarter. Collaborative Wealth Managment Inc. now owns 3,560 shares of the electric vehicle producer's stock valued at $1,601,000 after acquiring an additional 709 shares in the last quarter. Cary Street Partners Investment Advisory LLC grew its holdings in shares of Tesla by 16.4% in the 4th quarter. Cary Street Partners Investment Advisory LLC now owns 4,228 shares of the electric vehicle producer's stock valued at $1,901,000 after acquiring an additional 597 shares in the last quarter. Smithfield Trust Co grew its holdings in shares of Tesla by 3.5% in the 4th quarter. Smithfield Trust Co now owns 2,718 shares of the electric vehicle producer's stock valued at $1,222,000 after acquiring an additional 92 shares in the last quarter. Finally, Bleakley Financial Group LLC grew its holdings in shares of Tesla by 7.8% in the 4th quarter. Bleakley Financial Group LLC now owns 10...

天洋新材公告，公司拟向常熟市正太纺织有限公司出售所持有的江苏德法瑞新材料科技有限公司100%股权，并于2026年5月26日签订了《意向协议》。德法瑞为公司2020年度非公开发行项目“高档新型环保墙布及产业用功能性面料生产项目”的实施主体，公司已于2025年5月26日召开董事会、监事会及临时股东大会，审议通过了《关于环保墙布募投项目终止的议案》。本次交易尚处于筹划阶段，交易方案仍需进一步协商论证，具体的交易方案及交易条款以各方签署的正式协议为准。

中国生物制药公告，全资附属公司赫吉亚自主研发的国家1类创新药Kylo-0603于2026年欧洲肝病学会(EASL)年会上公布在健康受试者中的首次人体I期临床研究数据。在多剂量递增研究中，60名健康参与者被随机分配，接受每日一次的Kylo-0603 （剂量分别为1.2、2、4、8、12和16 mg）或安慰剂治疗，连续给药14天。停药后对受试者继续随访7天，以评估安全性。Kylo-0603在本研究中显示出良好的安全性和降脂效应。

登录新浪财经APP 搜索【信披】查看更多考评等级 特朗普政府计划在全美联邦政府推行统一保密协议，以遏制向媒体泄密的行为，禁止联邦雇员对外披露政府内部信息。 美国人事管理办公室于周二公布相关提案。根据内容，各联邦机构可自主选择是否采用该协议。协议要求联邦雇员不得泄露非公开、机密及专有信息，一旦发生此类信息被盗或遗失，也必须向所在机构上报。在职员工与新入职人员均可能被要求签署这份协议。 协议草案显示，违反条款的雇员将面临纪律处分，同时还可能承担民事与刑事处罚。不过草案并未说明，对于联邦现有法律尚未约束的泄密行为，将依据哪些民事及刑事法条追责。 特朗普政府表示，这份拟推行的保密协议不会对雇员的言论及信息披露行为增设新限制。但该协议条文表述宽泛，管控范围或将超出现有法律——现行法律主要针对违规泄露涉密信息、政府保管的受保护个人信息等行为作出约束。 美国公职人员代理律师表示，该项要求很可能因违反美国宪法第一修正案而遭到法律诉讼。他们指出，政府雇员以普通公民身份发表言论时，其言论自由受法律保护。 特朗普政府近期一直在打击公职人员未经授权向媒体泄密的行为，包括开展泄密调查，如今又推动联邦雇员签署这份保密协议。联邦公职人员权益人士称，此举会进一步加剧公职人员的不安情绪。自特朗普再度上任以来，大规模裁员及各类人事调整已让该群体备受冲击。 政府在提案中表示，雇员依法向监察长、特别顾问办公室及国会进行合规举报的权利不会受到影响。 美国人事管理办公室写道：“这份保密协议旨在为各联邦机构提供统一规范，让雇员确认并同意遵守现行法律法规中已有的各项义务。”公众可在30天内对该协议草案提交意见。 责任编辑：江学思

格隆汇5月27日｜特斯拉(TSLA.US)盘前继续上涨1.3%，有望实现5连涨。消息上，根据欧洲汽车制造商协会（ACEA）5月26日公布的数据，2026年4月，特斯拉在欧盟的新车注册量同比增长了67%，在整个欧洲地区（含欧盟、英国、挪威等）也增长了46.5%。这意味着特斯拉在欧洲市场已摆脱此前长达一年多的低迷，并且是连续第三个月实现正增长（2月+12%，3月+84%，4月+46.5%），复苏趋势得到了进一步确认。

《大行》中金：關注季檢注對百濟神州(06160.HK)、極兔速遞(01519.HK) 富途牛牛

《大行》中金：關注季檢注對百濟神州(06160.HK)、極兔速遞(01519.HK) 富途牛牛

Employees Retirement System of Texas cut its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 10.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 43,500 shares of the semiconductor company's stock after selling 5,300 shares during the period. Employees Retirement System of Texas' holdings in Taiwan Semiconductor Manufacturing were worth $13,219,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Get TSM alerts: Sign Up Other large investors have also made changes to their positions in the company. Stephens Consulting LLC grew its position in Taiwan Semiconductor Manufacturing by 82.0% in the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company's stock worth $28,000 after acquiring an additional 41 shares during the period. Ares Financial Consulting LLC purchased a new position in Taiwan Semiconductor Manufacturing during the fourth quarter worth about $29,000. Resources Management Corp CT ADV purchased a new position in Taiwan Semiconductor Manufacturing during the second quarter worth about $32,000. Maseco LLP purchased a new position in Taiwan Semiconductor Manufacturing during the fourth quarter worth about $35,000. Finally, Cedar Wealth Management LLC boosted its stake in Taiwan Semiconductor Manufacturing by 91.4% during the third quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company's stock worth $37,000 after buying an additional 64 shares during the period. 16.51% of the stock is currently owned by hedge funds and other institutional investors. Insiders Place Their Bets In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien purchased 2,000 shares of the business's stock in a transaction on Tuesday, May 19th. The shares were bought at an average cost of $69.91 per share, for a total transaction of $139,820.00. Follow...

EVs Reach Almost 20% Market Share On Wednesday, the European Automobile Manufacturers Association (ACEA) released sales data for the month of April in the European market. EV sales accounted for 978,845 vehicles sold in the market during the first four months of the year. The figure demonstrated a 29.1% YoY increase. In the EU alone, companies sold 746,899 EVs, capturing 19.7% of the market during the first four months of 2026. Tesla, BYD, Geely Post Gains Tesla sold over 9,169 units during April, a 67.2% surge over April 2025’s 5,483 units, the Elon Musk-led EV company recorded. Tesla’s Year-To-Date (YTD) sales for the first four months of the year were at 67,389 units, a 61.7% YoY increase from 2025’s 41,686 units. BYD recorded sales of 20,863 units, surging 116.6% from April 2025’s 9,633 units. The Chinese EV giant has been making gains in the European market, with YTD sales from January to April 2026 coming in at 71,863 units, nearly 153% more than 28,415 units sold during the same time last year. Geely, in contrast, posted slight gains in April, selling 26,373 units compared to last year’s 26,267 units in April. YTD, the Chinese automaker sold 96,551 vehicles, a 0.7% growth over 2025’s 95,853 units. Stock Performances TSLA, over the past month, surged 14.50% on the Nasdaq. On April 27, Tesla’s stock price was around $378 per share. Fast forward a month and the current price of TSLA was close to $433 at market close on Tuesday, May 26. Meanwhile, Hong Kong-listed shares of BYD declined 14.67% over the past month. Its current price is HK$90.45 (approximately $11.5). Geely also recorded a 14% decline in its price in the past month. Currently, Geely shares are sold for HK$19.22 (approximately $2.4) on the Hong Kong stock exchange. Check out more of Benzinga's Future Of Mobility coverage by following this link. Photo courtesy: Mijansk786 on Shutterstock.com

Tesla Roars Back In Europe, But BYD Is Growing Even Faster As The EV Race Heats Up Benzinga