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。

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接支付了约5000美元，但实际上使用的却是价值接近25000美元的更高级别的服务。 有两名消息人士还透露，五角大楼正寻求帮助伊朗公民绕过伊朗政府实施的通信封锁，但这也涉及到SpaceX的星链直接蜂窝网络。 这一争端可能凸显出五角大楼对SpaceX服务日益增长的依赖。与此同时，SpaceX正寻求在下个月的IPO之前提高收入，该公司在此次IPO中估值高达1.75万亿美元。 复杂的关系 知情人士称，SpaceX与五角大楼之间近几个月来因星链定价问题而日益紧张，而围绕星链在美国自杀式无人机上的使用问题存在分歧，这是双方紧张关系加剧的一部分。 与沃尔玛等商店出售的面向消费者的星链终端不同，SpaceX根据2023年达成的协议，向五角大楼出售一种名为“星盾”（Starshield）的军用版本。而“星盾”终端既可以连接到商业星链卫星，也可以连接到另一个更安全的、同样名为星盾的卫星星座。 SpaceX认为，美国军方无人机的运行条件更符合其航空级订阅服务的标准，而非价格较低的陆地或移动服务。但消息人士称，五角大楼官员认为，每月2.5万美元的服务是为飞机设计的，而不是为那些仅使用星链连接几分钟或几小时的自杀式无人机设计的。 五角大楼当时正在加大对伊朗的打击力度，最终同意支付SpaceX提出的涨价，这使得每架无人机的成本几乎翻了一番。五角大楼最初为每架无人机支付约3万美元。五角大楼官员在一份声明中表示，负责采购终端的商业卫星通信办公室正在努力寻找其他竞争对手。 但马斯克在X驳斥了相关说法，并称民用星链被不当用于军事用途。但他在另一篇推文中表示这是公司而非五角大楼的责任。 五角大楼发言人Sean Parnell 也称相关消息有误，SpaceX仍然是美国战争部强大而重要的合作伙伴。但他并未就具体细节给出更多回应。 智库战略与国际研究中心高级研究员Clayton Swope表示，与传统国防承包商不同，...

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

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望，主要关注点集中在两方面：一是后续部分头部多晶硅企业的复产计划及其可能带来的供应增量；二是临近上海SNEC光伏展会，6月份订单将进入集中洽谈期，在此之前，上下游普遍趋于谨慎。

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）

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 turmoil in the Middle East. And with energy demand usually lower in summer, bills could climb again in October. The war in Iran has rattled European energy markets, pushing up wholesale gas and power prices and adding to the inflation pressures already squeezing households. For the Bank of England, the surge in energy costs has reshaped the inflation outlook. Expected rate cuts are off the table, and some policymakers are now warning rates may need to rise instead. What’s your take? Ping me on X , LinkedIn or drop me an email at lmoon13@bloomberg.net. Oh, and do subscribe to Bloomberg.com for unlimited access to trusted business journalism on the UK, and beyond. What We’re Watching Pets At Home says progress is being made in its retail turnaround plan. Full year revenue edged up slightly, with sales growth in its vet unit offsetting a small decline in retail. It kept guidance in tact. Sushi, salad and sandwich supplier Greencore , which recently bought Bakkavor to create a convenience food giant, is exploring a possible sale of its US business — a small part of operations. Otherwise, trading is “robust” and it has mitigations in place to deal with impacts of the war. BP ’s former chairman Albert Manifold disputes a “false narrative” after being unexpectedly fired yesterday over governance concerns, and said he won’t let it go unchallenged. People close to BP have spoken of complaints about aggressive behaviour towards staff, and more. Lidl overtaken struggling Morrisons to become the UK’s fifth-largest supermarket , propelled by demand for its pile-it-high, sell-it-cheap gro...

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）

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 the stock its 12th biggest position. Alta Advisers Ltd's holdings in Tesla were worth $4,907,000 at the end of the most recent quarter. Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Networth Advisors LLC bought a new stake in Tesla in the fourth quarter worth $26,000. Chapman Financial Group LLC bought a new stake in Tesla in the second quarter worth $26,000. Davidson Capital Management Inc. lifted its holdings in shares of Tesla by 79.4% during the fourth quarter. Davidson Capital Management Inc. now owns 61 shares of the electric vehicle producer's stock valued at $27,000 after purchasing an additional 27 shares in the last quarter. Prism Advisors Inc. bought a new position in shares of Tesla during the fourth quarter valued at $30,000. Finally, Turning Point Benefit Group Inc. bought a new position in shares of Tesla during the third quarter valued at $30,000. 66.20% of the stock is owned by hedge funds and other institutional investors. Get Tesla alerts: Sign Up Tesla Stock Up 1.8% TSLA stock opened at $433.59 on Wednesday. Tesla, Inc. has a fifty-two week low of $273.21 and a fifty-two week high of $498.83. The business's 50-day moving average is $389.23 and its two-hundred day moving average is $416.22. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.62 and a current ratio of 2.04. The company has a market cap of $1.63 trillion, a price-to-earnings ratio of 397.79, a P/E/G ratio of 16.82 and a beta of 1.79. Tesla (NASDAQ:TSLA - Get Free Report) last posted its earnings results on Th...

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

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 report has highlighted one little-known company described as an “Indispensable Monopoly” providing critical technology that both Nvidia and Intel rely on. That report was framed around the broader question of whether AI could create the world’s first trillionaire. The Motley Fool Stock Advisor analyst team recently identified what they consider the 10 best stocks for investors to buy now, and Advanced Micro Devices was not among them. According to the Stock Advisor team, the 10 stocks that made the cut could produce significant returns in the coming years. The publication points to past examples to illustrate its track record, noting that a $1,000 investment in Netflix when it was recommended on December 17, 2004, would have grown to $477,813. A $1,000 investment in Nvidia when it appeared on the list on April 15, 2005, would have grown to $1,320,088, according to the same data. Stock Advisor’s total average return is reported at 986%, compared to 208% for the S&P 500 over the same period. Those figures are based on Stock Advisor returns as of May 27, 2026. Jose Najarro holds positions in Advanced Micro Devices, and The Motley Fool also holds positions in and recommends the company. Najarro is noted to be an affiliate of The Motley Fool and may receive compensation for promoting its services, though his opinions are described as remaining his own and unaffected by the organization.

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 1834 Investment Advisors Co.'s investment portfolio, making the stock its 5th biggest position. 1834 Investment Advisors Co.'s holdings in Apple were worth $25,230,000 at the end of the most recent quarter. Get Apple alerts: Sign Up Several other institutional investors have also added to or reduced their stakes in the company. Reyes Financial Architecture Inc. grew its stake in shares of Apple by 0.4% in the third quarter. Reyes Financial Architecture Inc. now owns 9,898 shares of the iPhone maker's stock worth $2,520,000 after purchasing an additional 37 shares during the last quarter. WESPAC Advisors LLC lifted its holdings in Apple by 0.3% in the fourth quarter. WESPAC Advisors LLC now owns 12,326 shares of the iPhone maker's stock valued at $3,351,000 after buying an additional 39 shares during the period. American Alpha Advisors LLC lifted its holdings in Apple by 3.7% in the third quarter. American Alpha Advisors LLC now owns 1,151 shares of the iPhone maker's stock valued at $293,000 after buying an additional 41 shares during the period. Seven Springs Wealth Group LLC lifted its holdings in Apple by 0.3% in the third quarter. Seven Springs Wealth Group LLC now owns 15,451 shares of the iPhone maker's stock valued at $3,934,000 after buying an additional 42 shares during the period. Finally, Avant Capital LLC lifted its holdings in Apple by 0.9% in the third quarter. Avant Capital LLC now owns 4,814 shares of the iPhone maker's stock valued at $1,226,000 after buying an additional 43 shares during the period. 67.73% of the stock is currently owned by institutional in...

China willing to work with Czech government to improve ties Reuters

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 Abacus Wealth Partners LLC's investment portfolio, making the stock its 26th largest position. Abacus Wealth Partners LLC's holdings in Meta Platforms were worth $3,271,000 at the end of the most recent reporting period. Get Meta Platforms alerts: Sign Up Other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. increased its stake in Meta Platforms by 3.8% in the 4th quarter. Vanguard Group Inc. now owns 199,995,630 shares of the social networking company's stock worth $132,015,115,000 after acquiring an additional 7,269,279 shares during the last quarter. State Street Corp boosted its holdings in shares of Meta Platforms by 1.9% in the 2nd quarter. State Street Corp now owns 86,925,674 shares of the social networking company's stock worth $64,158,971,000 after purchasing an additional 1,650,435 shares in the last quarter. Danske Bank A S bought a new stake in Meta Platforms in the third quarter valued at approximately $1,191,175,000. PFA Pension Forsikringsaktieselskab purchased a new stake in shares of Meta Platforms during the fourth quarter valued at approximately $813,994,000. Finally, Concentrum Wealth Management grew its holdings in shares of Meta Platforms by 948.7% in the third quarter. Concentrum Wealth Management now owns 1,243,577 shares of the social networking company's stock worth $913,000 after purchasing an additional 1,124,998 shares during the last quarter. Hedge funds and other institutional investors own 79.91% of the company's stock. Analyst Ratings Changes A number of equities analysts have issued...

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%，西部黄金跌超6%。 沪深两市成交额3.24万亿，较上一个交易日缩量51亿。盘面上，市场热点较为杂乱，全市场近4500只个股下跌。

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。

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。考虑公司风电与港口制动等主业基本盘稳固，矿卡制动器已进入头部主机厂并实现批量供货，有望成为第二增长曲线，首次覆盖，给予“买入”投资评级。

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。 中国光大证券国际：维持首钢朗泽买入评级 中国光大证券国际就首钢朗泽 (02553.HK) 发布研报称，该公司是 CCUS 行业首家利用合成生物技术实现低碳产品商业化规模化的企业。已在内地三省运营四套设施，证明技术可复制性。其微生物蛋白获农业农村部首张新证书，开创工业化生产优质蛋白新路径，具备显著先发优势。 国海证券：维持范式智能买入评级 国海证券就范式智能 (6682.HK) 发布研报称，2026Q1 营收同比增 35.4%，Token 调用量快速放量接近去年一季度的 6 倍。AgenticAI 在手订单翻倍，信创模盒适配模型超 7 万个。推出专业级 AI 视频平台并获大额合作，商业化场景从企业端延展至文创领域，增长动能强劲。 华创证券：维持固生堂强推评级 目标价 41.5 港元 华创证券就固生堂 (02273.HK) 发布研报称，2025 年毛利提升得益于规模效应，经营性利润增速显著高于收入。线下机构增至 101 家，并购与新设并举扩大份额。AI 分身辅助临床决策缓解资源瓶颈，新加坡制剂获批标志模式延伸至产品国际化输出，给予 20 倍目标 PE。 中信建投：维持锦欣生殖买入评级 中信建投就锦欣生殖 (01951.HK) 发布研报称，短期业绩受医保落地结构变化及海外商誉减值影响承压。随着一次性因素消除及生育支持政策加码，国内渗透率有望提升。美国保险新政生效将带动增量市场，新院区产能释放及股东回报计划彰显管理层信心，中长期看好恢复增长。 山西证券：首予乐舒适增持评级 山西证券就乐舒适 (02698.HK) 发布研报称，作为非洲卫生用品龙头，市场份额遥遥领先。本地化产能布局提供高性价比产品，深耕批发网络触达终端。非洲渗透率提升空间广阔，公司将经验复制至拉美及中亚，凭借高竞争壁垒有望成长为国际快消品公司，估值低于行业平均。 中信证券：维持联想集团买入评级 目标价 23 港元 中信证券就联...

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 the year climbed 18.2%. Year-on-year change China’s Industrial Profits Jump Note: January and February data are combined. Sources: National Bureau of Statistics, CEIC -40 -20 0 20 40% 24.7% Electronics and metals industries led the gains, while petrochemicals benefited from higher oil prices. Profits in computer, communications and other electronic equipment manufacturing more than doubled year-on-year in January-April, as did nonferrous metal smelting and rolling profits.

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 because oil price fluctuations - and the war that pushes them higher - tend to be short-lived. Given the long and variable lag of monetary policy impact, it is likely that when the rate hikes finally affect the real economy, the inflation problem has already gone away. War? Sh~! We don’t need to talk too much about it. But Waller on Friday deployed a fancy term - Bayesian Learning - to illustrate his warning against ignoring the Iran war inflation episode. The concept is about how people will update their prediction given new information. In this case, the observed inflation rate, which has been pushed above the 2% target by successive supply shocks for the last five years, is the information in question. The public so far believes that inflation will ultimately return to the target. But when the evidence keeps challenging their core belief, they will ultimately update their belief in accordance with observations. “There must be some reason the inflation rate can’t be returned to 2% and it is foolish to trust that it will.” This updated belief will introduce higher inflation expectations, and the unanchored expectation will lead to a vicious cycle, pushing the inflation even higher. In fact, Waller is not alone in worrying about this situation. As early as September last year, Megan Greene, an external member of the Bank of England’s Monetary Policy Committee, gave a speech on why, as supply shocks become more frequent and severe, look-through may no longer be the optimal strategy. In a recent Odd Lots episode , Greene applied her argument to the Iran war-inflicted economy....

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逆势走强，相关ETF涨幅显著，与白酒、电力、煤炭板块走强的行情高度联动： 半导体板块：中韩半导体ETF华泰柏瑞（513310）大涨5.69%，领涨全市场，半导体、存储器题材集体活跃。海外科技与亚太板块：亚太精选ETF南方（159687）上涨5.07%，纳指ETF广发（159941）上涨2.17%，纳指科技ETF景顺（159509）上涨1.92%，东南亚科技ETF华泰柏瑞（513730）上涨1.42%，海外科技题材集体走强。白酒板块：酒ETF鹏华（512690）上涨2.03%，白酒题材逆势活跃。煤炭板块：煤炭ETF国泰（515220）上涨1.99%，煤炭板块走强。电力与绿电板块：绿电ETF华夏（562550）上涨1.18%，公用事业ETF华夏（159301）上涨1.14%，储能电池ETF易方达（159566）上涨1.21%，电力、绿电题材同步活跃。 今日半导体设备、黄金、人形机器人、工业金属板块集体大幅回调，相关ETF跌幅居前，与人形机器人、超硬材料、工业金属、AI应用题材调整形成联动： 半导体设备板块：半导体设备ETF招商（561980）大跌4.47%，科创半导体ETF华夏（588170）下跌3.86%，半导体设备、服务器题材集体大幅走弱。黄金与工业金属板块：黄金股ETF永赢（517520）下跌4.40%，有色ETF鹏华（159880）下跌4.05%，矿业ETF国泰（561330）下跌3.95%，有色金属ETF南方（512400）下跌3.91%，有色金属ETF华夏（516650）下跌3.90%，有色ETF华宝（159876）下跌3.88%，黄金、工业金属题材集体大幅回调。人形机器人与工业母机板块：机器人ETF易方达（159530）下跌4.30%，工业母机ETF国泰（159667）下跌3.98%，人形机器人、工业母机题材集体大幅下挫。

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’ve felt Taiwan’s tech and computer industry becoming more vibrant,” Li, who asked not to be identified by his real name, told Al Jazeera, pointing to events such as the upcoming Computex tech and AI expo running from June 2 to 6. Still, Li worries that the spoils of Taiwan’s AI windfall are not being shared equally. “Most industries unrelated to tech don’t seem to be feeling the benefits, so it doesn’t feel evenly distributed at the moment,” Li said, explaining that many of his former classmates working outside of tech do not appear to be doing as well. “It’s mainly the industries at the front of this tech wave that are benefitting.” Taiwan’s economy is growing at a pace that would be the envy of any country. Gross domestic product (GDP) rose 8.63 percent in 2025, followed by a heady 13.69 percent expansion in the first three months of this year. Exports surged 34.9 percent last year to $640.7bn, with more than two-thirds of the total being tech-related goods and services. Advertisement Semiconductors alone account for more than 20 percent of Taiwan’s GDP, according to US trade data, with the vast majority of production handled by Taiwan Semiconductor Manufacturing Company (TSMC), whose top customers include Nvidia and Apple. TSMC by itself accounts for more than 40 percent of the value of the island’s stock market. While impressive, the rapid economic expansion has raised concerns about being overreliant on the growth of AI. Taiwan’s Central Bank Governor Yang Chin-lung has sounded the alarm about an emerging “K-shaped economy,” where certain sectors grow rapidly while othe...

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胜诉。上诉后，2026年2月，美国最高法院支持了美国国际贸易法院的判决，认为政府无权根据《国际紧急经济权力法》征收全球关税。 最高法院判决后，美国政府立即宣布改用《1962年贸易扩展法》和《1974年贸易法》第122条授权，对几乎所有国家的商品征收10%的关税。这一次是两家公司（Burlap & Barrel 和 Basic Fun）对政府的这项关税行为向国际贸易法院提起诉讼。 推荐进入 财新数据库 ，可随时查阅宏观经济、股票债券、公司人物，财经数据尽在掌握。

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 AI Act (June 3) may restrict Alphabet Class C (GOOG) access to EU cloud for sensitive public contracts, curbing its role in certain government procurement projects. 3 Alphabet (GOOG) warned Canadian lawmakers a proposed bill on police access to device data could force product redesigns, weaken encryption and user privacy, and enable secret government pressures. 4

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

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持连贯； 质量控制仍不成熟 ，生成过程仍需大量人工审查与修正。 针对这个问题，来自南洋理工大学的研究团队及其合作者发布了 分层 Agent 框架 “一句话一短剧”（ One Sentence, One Drama） 。用户仅需提供一句创意，该 Agent 框架就能得到一部制作完整、画面精美的个性化短剧内容。 论文链接：https://arxiv.org/abs/2605.22144 为了 评估短剧生成效果 ，研究团队在标准视频质量指标基础上加入了短剧特有标准。实验结果显示，One Sentence, One Drama在叙事质量、跨镜头一致性和整体观看体验上都 显著优于现有流水线 。 这也表明，随着Agent 驱动的结构化流程不断完善，短剧乃至更长视频内容正迈向 质量可控的生产阶段 。 图｜从一句话到一部完整短剧。 一句话生成短剧，如何实现？ 据论文描述，整个自动化视频生产流程分为四步： 故事生成 、 视觉素材与提示词生成 、 通过 3D 场景锚定实现一致的首帧生成 、 后期制作 。审阅环节贯穿始终，负责视频的质量控制。 图｜个性化短剧生成流水线分为四个阶段。 故事生成： Agent 先通过检索和多 Agent 辩论，生成 结构化故事 和 分镜脚本 ；再调用从约 300 部高质量短剧中拆解出的节奏模式库和因果逻辑库，按事实、逻辑和节奏三个维度组合叙事单元，搭建出一个 可控的短剧框架 。 图｜基于多 Agent 辩论的故事生成框架。 视觉素材与提示词生成： Agent 先生成场景全景图和角色参考图，再为每个片段 生成首帧 与 视频提示词 。首帧提示词定义第一帧的构图与视角，视频提示词描述后续动作、人物互动和镜头推进。生成前， 审阅模块 会检查空间关系和道具是否连贯，有问题就重写。 通过 3D 场景锚定实现一致的首帧生成： Agent 先根据 全景图 还原 场景空间 ，再把人物...

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》第五十八条、第五十九条以及《违法实施经营者集中行政处罚裁量权基准（试行）》第五条、第六条、第七条、第九条等规定，本机关综合考虑了当事人违法行为的性质、程度、持续时间和消除违法行为后果的情况等。 立讯精密在本机关掌握该违法实施经营者集中行为前主动报告，具有从轻处罚情形。同时，立讯精密在发现违法事实后积极整改，完善反垄断合规管理制度并有效实施，决定对立讯精密处以90万元罚款的行政处罚。 国家市场监督管理总局行政处罚决定书 国市监处罚〔2026〕26号 当事人：立讯精密工业股份有限公司 主体资格证照名称：营业执照 统一社会信用代码：91440300760482233Q 住所：深圳市宝安区沙井街道蚝一西部三洋新工业区A栋2层 法定代表人：王来春 身份证件号码：（略） 根据《中华人民共和国反垄断法》（以下简称《反垄断法》）、《经营者集中审查规定》，本机关于2025年9月5日对立讯精密工业股份有限公司（以下简称立讯精密）收购闻泰科技股份有限公司（以下简称闻泰科技）部分业务涉嫌违法实施经营者集中案进行立案调查。 经查，该案构成违法实施经营者集中，但不具有排除、限制竞争的效果。本机关按照《中华人民共和国行政处罚法》（以下简称《行政处罚法》）的规定，向立讯精密送达了《行政处罚告知书》，告知当事人拟作出的行政处罚内容及事实、理由、依据，并告知当事人依法享有的陈述、申辩、要求听证的权利。立讯精密在规定期限内没有提出陈述、申辩意见或要求举行听证，本案现已调查终结。 一、案件来源及调查经过 2025年2月17日，立讯精密向本机关提交说明材料，主动告知立讯精密收购嘉兴永瑞电子科技有限公司（以下简称嘉兴永瑞）等三家公司股权的交易涉嫌违法实施经营者集中。经核，上述三家公司是闻泰科技全资子公司，本交易实为立讯精密收购闻泰科技的部分电子产品代工业务（以下称目标业务）。2025年9月5日，对本案立案调查。11月...

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 or near a top. If you look at bull market tops in the past, the highs are usually reached when there is a lot of money being made to the point where it seems like it grows on trees, and it feels great to be buying stocks. By contrast, stock market bottoms are typically hit when it seems like stocks will never stop going down and the last thing you want to do is buy more stock. Right now, I see multiple signs that could be indicating it is time to sell stocks into this strength and that we might be at or near a major top for this bull market run. Let's take a closer look at these potential warning signs of a stock market top: The Chart As the chart below shows, the S&P 500 Index ( SPY ) has surged higher from the March lows, and so much so that it even looks like a hockey stick has been drawn on the chart. This type of chart pattern is similar to "blow-off tops" that we frequently see with stocks that sometimes mark the top. The other concern that I have with this chart is that it shows what could become a very bearish "double top" since this index traded around the 7,500 level several days ago and just hit this level again. To avoid a double top formation, this index will need to break out beyond the 7,500 level. StockChart.com Signs Of Investor Greed As shown below, the CNN Fear & Greed Index shows that investors are getting greedy. Perhaps this index will climb higher into the extreme greed level, but either way, I prefer to buy stocks when this index is at extreme fear levels. cnn.com Red Hot IPO Market With Exceedingly High Valuations I believe many investors are excited...

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 announce capacity expansions. Every dollar of additional Micron capex flows to the equipment makers that supply the tools, and every new fab Micron builds is a multi-year revenue stream for the foundries that share processes. UBS estimated Micron will spend $50B+ on capacity over the next 5 years. At industry-average tool intensity, that's billions of equipment orders. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Zooming In On Semtech (SMTC) Semtech’s shares are extremely volatile and have had 45 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 5 days ago when the stock gained 2.2% on the news that AI chip leader Nvidia reported record sales and income, driven by what its CEO described as 'parabolic' demand for AI infrastructure. The strong results confirmed investors' belief in a sustained AI-driven boom, lifting the entire semiconductor sector. Nvidia's success signals a massive buildout of data centers, which require a vast supply of high-performance chips. This directly benefits memory chip manufacturers like Samsung and SK Hynix, which produce essential components like High Bandwidth Memory (HBM). The intense demand has led some analysts to declare a 'semiconductor supercycle,' a prolonged period of above-average growth for the industry, as companies worldwide r...