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GGL Capital创始人:AI领域流动性过剩构成风险

格隆汇 📅 05/27 15:19
格隆汇5月27日|GGL Capital Investment Group创始人Gigi Luk表示,过多资金涌向人工智能资产,正在加剧投资者面临的风险。他指出现在看到的一个风险是,AI领域可能流动性过剩。Luk援引数据称,半导体在对冲基金配置中的占比达到了创纪录的10%,并补充说杠杆也很高。

IPO待发之际:SpaceX与五角大楼似乎因星链定价而关系紧张

财联社 📅 05/27 15:19 TSLA.O
财联社5月27日讯(编辑 马兰) SpaceX即将在美股市场公开上市,然而,有消息人士称,SpaceX与美国国防部因卫星互联网服务星链的定价问题陷入紧张关系之中。 在美国对伊朗发起的轰炸行动中,星链网络引导的自杀式无人机取得了明显进展。这可能导致SpaceX高层决定对该服务提价。 据两名知情人士和五角大楼文件显示,在美国发起轰炸行动几周后,SpaceX的高管与五角大楼官员会面,称军方为每个终端的连...

騰訊控股(00700)出現大手買入1.21萬股,成交價$434.8,涉資526.108萬 - AASTOCKS.com

Google 📅 05/27 15:19 700.HK
騰訊控股(00700)出現大手買入1.21萬股,成交價$434.8,涉資526.108萬 AASTOCKS.com

硅业分会:本周多晶硅价格持稳 但市场活跃度较前两周有所回落

格隆汇 📅 05/27 15:18
格隆汇5月27日|硅业分会消息,据安泰科统计,n型复投料(棒状硅)成交价格区间为3.4-3.6万元/吨,成交均价为3.53万元/吨,环比持平;n型颗粒硅成交价格区间为3.4-3.6万元/吨,成交均价为3.43万元/吨,环比持平。本周多晶硅价格持稳,但市场活跃度较前两周有所回落,实际有成交的企业数量维持在3-4家,且新签订单量普遍出现环比下降,市场交投节奏明显放缓。市场情绪从前期的乐观修复转为谨慎观...

王毅会见巴拿马外长探讨了哪些领域的合作?外交部回应

同花顺 📅 05/27 15:18
外交部发言人毛宁主持例行记者会。当地时间5月26日,中共中央政治局委员、外交部长王毅在纽约主持联合国安理会高级别会议期间会见巴拿马外长马丁内斯-阿查。有外媒记者在会上就此事提问,发言人能否就此次会见的成果,以及双方具体探讨了哪些领域的合作提供更多信息?对此,毛宁表示:“在纽约期间,王毅外长会见了巴拿马外长。会见的情况我们已经发布了消息,我没有更多信息可以补充。”(澎湃新闻)

UK Households Face Biggest Rise in Energy Bills Since 2023 on Middle East Fallout

Bloomberg 📅 05/27 15:18
Morning, I’m Louise Moon from Bloomberg UK’s breaking news team, bringing you up to speed on today’s top business stories. Hold onto your wallets: from July 1, households face the biggest energy bill increase since 2023. The energy price cap — the maximum suppliers can charge — will jump 13% to £1,862. Because the cap is updated quarterly, this is the first rise to fully reflect the fallout from t...

外交部:“天宫”迎来首位中国香港航天员是“一国两制”实践结出的硕果

同花顺 📅 05/27 15:17
外交部发言人毛宁27日在例行记者会上答问时表示,神舟二十三号载人飞船成功发射,“天宫”迎来了首位中国香港航天员,这不仅是中国载人航天事业的又一里程碑,也是全体香港同胞的共同荣耀,是“一国两制”实践结出的硕果,显示了“一国两制”的强大生命力和显著优越性。(新华社)

European stock markets open higher, Brent oil slips, amid Iran peace talks hopes

Investing 📅 05/27 15:17

Alta Advisers Ltd Trims Stock Holdings in Tesla, Inc. $TSLA - MarketBeat

Google 📅 05/27 15:17 TSLA.O
Alta Advisers Ltd trimmed its position in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 23.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 10,912 shares of the electric vehicle producer's stock after selling 3,280 shares during the period. Tesla accounts for 1.7% of Alta Advisers Ltd's portfolio, making t...

Alta Advisers Ltd Trims Stock Holdings in Tesla, Inc. $TSLA - MarketBeat

Google 📅 05/27 15:17 TSLA.O
Alta Advisers Ltd Trims Stock Holdings in Tesla, Inc. $TSLA MarketBeat

AMD Stock Eyes Trillion-Dollar Market Cap As AI Semiconductor Race Intensifies - foreignpolicyjournal.com

Google 📅 05/27 15:17 NVDA.OAMD.OINTC.O
Advanced Micro Devices (NASDAQ: AMD) is at the center of fresh discussion about whether it could become the next trillion-dollar semiconductor company. A recent video commentary from Jose Najarro examines the latest updates affecting AMD and other AI-related stocks. The video was published on May 22, 2026, with stock prices based on post-market figures from that same date. Separately, an analyst r...

Apple Inc. $AAPL Shares Sold by 1834 Investment Advisors Co. - MarketBeat

Google 📅 05/27 15:16 AAPL.O
1834 Investment Advisors Co. reduced its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 6.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 92,806 shares of the iPhone maker's stock after selling 5,968 shares during the period. Apple makes up approximately 3.2% of 1...

China willing to work with Czech government to improve ties - Reuters

Reuters 📅 05/27 15:16
China willing to work with Czech government to improve ties Reuters

Abacus Wealth Partners LLC Raises Holdings in Meta Platforms, Inc. $META - MarketBeat

Google 📅 05/27 15:16 META.O
Abacus Wealth Partners LLC grew its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 546.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 4,956 shares of the social networking company's stock after buying an additional 4,189 shares during the period. Meta Platforms accounts for 0.3% of Abacu...

收盘丨沪指跌1.25%,白酒板块逆市走强

第一财经 📅 05/27 15:16
市场热点较为杂乱,全市场近4500只个股下跌。 5月27日,四大股指收盘涨跌不一,沪指跌1.25%,深成指跌0.88%,创业板指涨0.07%,科创综指跌2.53%。 盘面上,人形机器人、超硬材料、黄金、存储器、工业金属、商业航天概念股回调;白酒、电力、煤炭板块走强。 具体来看,白酒概念股集体反弹。水井坊涨停,酒鬼酒、今世缘等涨超5%。 有色金属板块走低,黄金股跌幅明显,四川黄金跌超8%,西部黄金跌...

邵逸夫獎|野本憲一、斯坦福伍斯利奪天文學獎 表彰恆星爆炸和元素起源研究

无线新闻 📅 05/27 15:15
野本憲一、斯坦福伍斯利奪天文學獎,表彰恆星爆炸和元素起源研究。

研报掘金丨华鑫证券:首予华伍股份“买入”评级,矿卡制动器放量驱动新一轮增长

格隆汇 📅 05/27 15:15
格隆汇5月27日|华鑫证券研报指出,华伍股份业绩拐点已现,矿卡制动器放量驱动新一轮增长。公司2026年一季度归母净利润同比增长71.12%,工业制动器主业开局良好,各项业务稳步推进,降本增效成果持续显现。公司近期在新产品研发与关键技术领域持续取得突破,为长期成长奠定坚实的技术基础。公司在稳固工业制动器主业的同时,积极通过技术延伸和战略布局培育新的增长曲线,商业航天与海外市场注入新动能。考虑公司风电...

港股评级汇总:国信证券维持哔哩哔哩优于大市评级

财联社 📅 05/27 15:15
财联社5月27日讯(编辑 童古) 以下为各家机构对港股的最新评级和目标价: 国信证券:维持哔哩哔哩-W 优于大市评级 国信证券就哔哩哔哩-W(09626.HK) 发布研报称,广告收入同比增 30% 驱动经营杠杆释放,经调净利率提升至 8%。游戏业务虽短期承压,但 Q4 多款新游上线有望贡献增量。AI 投入影响可控且部分被提效抵消,目前估值对应 26 年 PE 约 16 倍,具备配置价值。 中国光大...

China’s Industrial Profits Grow at Fastest Pace in Over Two Years on AI Boom

财新 📅 05/27 15:15
undefined Profits at China’s major industrial companies grew at their fastest pace since November 2023 in April, driven by strong demand from artificial intelligence-related sectors and higher raw material prices linked to rising global oil prices. Industrial profits rose 24.7% from a year earlier last month, National Bureau of Statistics data showed Wednesday. Profits in the first four months of ...

Central Bankers Are Pushing Back Against The 'War? Sh!' Strategy - Why Look-Through May No Longer Be A Good Idea

Seeking Alpha 📅 05/27 15:15
UniqueMotionGraphics/iStock via Getty Images Federal Reserve Governor Chris Waller on Friday cast serious doubt on the textbook look-through strategy to handle the Iran war-induced inflationary pressure — or what we fashionably called the “War? Sh~” strategy. And he is not the only central banker who has expressed reservations. In normal times, central banks tend to ignore oil price surges. It is ...

ETF收评 | 科创50跌2.8%,消费板块午后拉升,酒ETF涨2%

格隆汇 📅 05/27 15:14
格隆汇5月27日|A股三大指数今日涨跌不一,截至收盘,上证指数跌1.25%,深证成指跌0.88%,创业板指涨0.07%,科创50指数跌2.8%。全市场成交额32599亿元,较上日成交额缩量45亿元,全市场近4500只个股下跌。板块题材上,白酒、影视院线、电力、煤炭开采加工、逆变器板块涨幅居前;贵金属、电机、通信服务、算力租赁、油气开采及服务板块跌幅居前。 今日半导体、白酒、煤炭、绿电及海外科技板块...

Taiwan’s economy is booming thanks to AI. Not everyone sees the benefits - Al Jazeera

Google 📅 05/27 15:14 TSM.N
Taiwan is experiencing explosive GDP growth due to chip exports, but some Taiwanese feel left out. Taipei, Taiwan – For Li, an engineer at Taiwanese computer giant ASUS, the AI boom sweeping Taiwan has made it an exciting time to work in tech. Taiwan is a semiconductor powerhouse, producing about 90 percent of the most advanced chips used to power leading AI models such as ChatGPT and Claude. “I’v...

WTO缺席,美国国际贸易法院补位?

财新 📅 05/27 15:14
WTO争端解决机制停摆后,原本应在WTO解决的部分争端可能被迫转向美国国内司法体系,使CIT在WTO缺席时起到制度补位的功能 贸易争端纷纷进了CIT 又一件新闻将美国国际贸易法院(Court of International Trade,简称 CIT)推到公众视野。 上一次是学智公司(Learning Resources)等就2025年4月美国政府全球关税措施起诉政府,美国国际贸易法院受理后判原告...

Key facts: GOOG up; disputes EU DMA fine; EU draft curbs cloud access - TradingView

Google 📅 05/27 15:14 GOOG.O
GOOG traded near $387 after I/O, up year-to-date. Analysts set targets ~ $412–$515 and highlighted AI roadmap and potential enterprise adoption, noting market and analyst reactions. 1 GOOG disputes an EU fine over DMA-linked search changes, saying they harm European search quality and favor a few complainants; a final decision on Google Search is due before the summer break. 2 EU draft Cloud and A...

NVIDIA Vera ARM CPU Outperforms Intel Xeon and AMD EPYC - SQ Magazine

Google 📅 05/27 15:13 AMD.O
NVIDIA Vera ARM CPU Outperforms Intel Xeon and AMD EPYC SQ Magazine

一句话生成完整短剧,南洋理工团队提出分层Agent框架,AI短剧生产走向标准化

36kr 📅 05/27 15:13
近年来,视频基础模型的快速发展,显著提升了自动化短片生成的能力。诸如 Sora、Kling、Seedance、Veo 等模型,已经在 one-shot 视频生成上展现出强大能力。 不过,现有短剧生产通常依靠 大语言模型(LLM) 的 one-shot 生成和松散耦合的工作流,依然存在三方面不足: 叙事节奏偏弱 ,开场不够抓人,剧情冲突张力不足; 空间一致性不足 ,镜头切换后场景布局与人物位置难以保...

市场监管总局:对立讯精密处以90万元罚款的行政处罚

财联社 📅 05/27 15:13
财联社5月27日讯,2026年5月21日,市场监管总局对 立讯精密 工业股份有限公司收购闻泰科技股份有限公司部分业务违法实施经营者集中案作出行政处罚决定,现将行政处罚决定书予以公告。立讯精密负有依法申报经营者集中的法律义务,未依法事先申报实施经营者集中,违反《反垄断法》第二十六条规定,构成违法实施经营者集中。依据《反垄断法》第三十三条,评估认为本项集中不具有排除、限制竞争的效果。 依据《反垄断法》...

Big Stock Market Warning Signs: Red Hot IPOs, Record Margin Debt, Lowest Ever S&P 500 Yield, Meme ETFs

Seeking Alpha 📅 05/27 15:13
Edelweiss81/iStock via Getty Images The stock market has been hitting record highs recently, and it appears to be very resilient, shrugging off many concerns, from rising bond yields to surging oil prices and the war in Iran. While this could make some investors feel like this bull market is unstoppable, I see euphoria and other signs that have historically indicated the stock market could be at o...

Amtech, Semtech, and Applied Materials Stocks Trade Up, What You Need To Know

Yahoo 📅 05/27 15:13 NVDA.OTSM.NMU.O
What Happened? A number of stocks jumped in the afternoon session after Micron's blowout day signaled that AI-driven chip demand is structurally undersupplied which is bullish news for the equipment makers and foundries that build the capacity. Semiconductor manufacturing equipment (Applied Materials, Lam Research, KLA, ASML) and foundries (TSMC, GlobalFoundries) benefit when chip companies announ...

Supply shock, debt may hurt central bank independence, ex-Fed executive says

Investing 📅 05/27 15:13
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