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JPMorgan Chase Says It Is Comfortable With $50 Billion in Private Credit Exposure. Should Investors Be?

Nasdaq 📅 05/26 08:35 NVDA.O
Key Points Non-traded business development companies have been limiting withdrawals, suggesting investor concerns about private credit. Those concerns are reasonable, but JPMorgan Chase isn't as risky as a business development company. 10 stocks we like better than JPMorgan Chase › BlackRock (NYSE: BLK) has limited withdrawals from a large private credit fund. Blue Owl Capital (NYSE: OWL) has done...

Oil prices rise as reports of fresh US-Iran strikes overshadow Hormuz deal hopes

Investing 📅 05/26 08:34

Wall Street hits record high as Micron Technology surges to $1 trillion market cap - Investing.com

Google 📅 05/26 08:34 MU.O
Wall Street hits record high as Micron Technology surges to $1 trillion market cap Investing.com

韩国KOSPI指数站上8100点

财联社 📅 05/26 08:33
财联社5月26日电,韩国KOSPI指数站上8100点,续创历史新高,日内涨3.24%。

韩国KOSPI指数站上8100点,续创历史新高

格隆汇 📅 05/26 08:33
格隆汇5月26日|韩国KOSPI指数站上8100点,续创历史新高,日内涨3.24%。

South Korea's Kospi hits fresh record as hopes of U.S.-Iran breakthrough rise

CNBC 📅 05/26 08:32 GOOG.O
In this article @CL.1 @LCO.1 Follow your favorite stocks CREATE FREE ACCOUNT Currency dealers monitor exchange rates in a foreign exchange dealing room at the Hana Bank headquarters in Seoul on May 15, 2026. Jung Yeon-je | Afp | Getty Images South Korea's Kospi hit a fresh record Tuesday as trading resumed after a public holiday, with investor sentiment supported by hopes for a breakthrough in the...

US stock futures advance as Iran peace hopes dent oil prices

Investing 📅 05/26 08:32

Australia's Santos plans to boost LNG, oil production while lowering debt - Reuters

Reuters 📅 05/26 08:32
Australia's Santos plans to boost LNG, oil production while lowering debt Reuters

中信证券:证券行业有望迎来投资价值重塑契机

同花顺 📅 05/26 08:31
中信证券研报称,证券行业优质机构2026年业绩有望持续高增,15家上市券商2026年第一季度单季度盈利突破2025年第三季度行业单季度峰值水平。围绕下半年政策端利好落实以及流动性支持功能性兑现,行业有望迎来投资价值重塑契机。行业分化有望成为证券行业布局核心主线,大财富、大投行、大机构业务以及行业并购重组将持续驱动行业集中度提升。关注前十大券商以及中型券商。(人民财讯)

Qualcomm Stock (QCOM) Opinions on AI Data Center Pivot and Pre-Market Surge - Moomoo

Google 📅 05/26 08:31 QCOM.O
Qualcomm Stock (QCOM) Opinions on AI Data Center Pivot and Pre-Market Surge Moomoo

银河证券:词元成为智能时代的价值锚点 建议围绕核心AI产业受益方向布局

格隆汇 📅 05/26 08:31
格隆汇5月26日|银河证券研报表示,词元已经成为智能时代的价值锚点,其广泛用于AI行业的结算单位。从需求侧来看,全球词元的调用量高速增长,推动AI产业从模型迭代走向商业化落地,这将有望从底层重构传媒行业的生产要素、产业逻辑和商业模式。词元经济赋能传统内容生产行业,在AIGC工具加持下,向着无限供给不断迈进,有望实现内容行业的繁荣。建议围绕核心AI产业受益方向布局,重点关注:AI综合布局加码的互联网...

特朗普称美伊谈判取得进展,美债全线上涨

格隆汇 📅 05/26 08:30
格隆汇5月26日|美国金融市场在假期休市后恢复交易,因投资者对美伊可能达成协议更加乐观,美债收益率全线下挫。美国两年期国债收益率下跌7个基点至4.05%,十年期收益率下跌7个基点至4.49%,三十年期收益率下跌5个基点至5.02%。此前特朗普表示与伊朗就延长停火和重新开放霍尔木兹海峡的临时协议谈判“进展顺利”。加拿大皇家银行资本市场驻新加坡亚洲宏观策略总监阿巴斯·凯什瓦尼表示:“鉴于此前对协议的希...

Can Hong Kong airport’s Terminal 2 take off as 11 Skies, rivals pose challenges?

SCMP 📅 05/26 08:30
Inside a massive retail and office complex called 11 Skies next to Hong Kong International Airport, all 800 shops sit vacant and only two of 120 food outlets were open earlier this month. They were supposed to begin operating in the 3.8 million sq ft development – equivalent in size to about 53 football pitches – by last year. A recent South China Morning Post visit to 11 Skies found it largely em...

Should You Forget Ethereum and Buy This Cryptocurrency Instead?

The Motley Fool 📅 05/26 08:30 2015.HK700.HK
There's no denying that Ethereum (ETH 0.34%) has been one of the top-performing cryptocurrencies of the past decade. Since its launch in July 2015, it's up a staggering 68,700%. But here's the thing: After more than a decade as the market leader, Ethereum has plenty of upstart rivals, including some that are now growing much faster. The one on my radar right now is Solana (SOL 1.26%). Solana vs. E...

招商证券:华为“韬定律”有望带动产业链技术更新 建议关注代工等领域

格隆汇 📅 05/26 08:28
格隆汇5月26日|招商证券称,华为发表“韬(τ)定律”,创新半导体领域指导原则,其重塑半导体迭代技术范式,有望带动上下游产业链技术更新,建议关注代工、先进封装与测试、设备等领域。分析师鄢凡团队在报告中指出,“韬(τ)定律”核心逻辑折叠与3D折叠技术建立在多层芯片垂直堆叠与混合键合的基础上,进而要求更严苛的镀铜技术、表面平滑度、洁净度以及键合对准精度。这将系统性拉升相关环节的镀铜设备、化学机械抛光(...

券商晨会精华:聚焦成熟产线的价值重估

财联社 📅 05/26 08:28 981.HK
财联社5月26日讯,昨日市场探底回升,创业板指涨超2%,科创50指数盘中大涨超6%。黄白线分化明显,权重股表现较强。沪深两市成交额3.21万亿。从板块来看,芯片产业链集体爆发,华兴源创、东芯股份、华虹公司20cm涨停,中芯国际、华大九天、兆易创新触及涨停,寒武纪、盛美上海大涨创历史新高。PCB、电力等板块集体走强。下跌方面,油气股震荡调整。截至收盘,沪指涨0.96%,深成指涨1.66%,创业板指涨...

TSMC’s Relentless Rise Powers Taiwan’s Market Value Above India

Bloomberg 📅 05/26 08:28 TSM.N
Taiwan overtook India in stock market value, powered mainly by a breakneck rally in the world’s largest chipmaker Taiwan Semiconductor Manufacturing Co. The island’s market capitalization climbed to $4.95 trillion as of Monday, according to data compiled by Bloomberg. India’s value has dropped to $4.92 trillion. Taiwan’s stock market is now the fifth largest in the world, behind only the US, mainl...

TSMC’s Relentless Rise Powers Taiwan’s Market Value Above India

Yahoo 📅 05/26 08:28 TSM.N
(Bloomberg) -- Taiwan overtook India in stock market value, powered mainly by a breakneck rally in the world’s largest chipmaker Taiwan Semiconductor Manufacturing Co. Most Read from Bloomberg The island’s market capitalization climbed to $4.95 trillion as of Monday, according to data compiled by Bloomberg. India’s value has dropped to $4.92 trillion. Taiwan’s stock market is now the fifth largest...

TSMC’s Relentless Rise Powers Taiwan’s Market Value Above India - Yahoo Finance

Google 📅 05/26 08:28 TSM.N
(Bloomberg) -- Taiwan overtook India in stock market value, powered mainly by a breakneck rally in the world’s largest chipmaker Taiwan Semiconductor Manufacturing Co. Most Read from Bloomberg The island’s market capitalization climbed to $4.95 trillion as of Monday, according to data compiled by Bloomberg. India’s value has dropped to $4.92 trillion. Taiwan’s stock market is now the fifth largest...

格隆汇5月26日|据媒体报道,三星非芯片部门工会已申请禁令,阻止存储芯片部门工会就加薪举行投票。

格隆汇 📅 05/26 08:27
格隆汇5月26日|据媒体报道,三星非芯片部门工会已申请禁令,阻止存储芯片部门工会就加薪举行投票。

亿仕登控股:IDI Dynamics推出新一代用于半导体晶片封装的高速镭射打标机

同花顺 📅 05/26 08:27
亿仕登控股:IDI Dynamics推出新一代用于半导体晶片封装的高速镭射打标机 2026-05-26 08:27:41 来源: 同花顺7x24快讯 分享 文章提及标的 亿仕登控股 -- 半导体 --

4.95万亿美元!中国台湾股市市值超越印度

格隆汇 📅 05/26 08:27
格隆汇5月26日|受全球最大芯片制造商台积电股价大幅上涨推动,中国台湾地区股市总市值已反超印度。数据显示,截至周一,台股总市值达4.95万亿美元,印度股市市值则降至4.92万亿美元。台股市值排名攀升主要依靠台积电拉动,该股在当地基准指数中的权重占比已超42%,市场集中度极高。受益于人工智能产业热潮,台积电今年股价累计上涨49%,其芯片产品在相关领域占据绝对主导地位。

India to Host Quad Foreign Ministers' Meeting

Bloomberg 📅 05/26 08:27
Shruti Pandalai, the India Chair of the Lowy Institute, talks to Bloomberg TV about the upcoming Quad meeting in India, where the security situation in the Strait of Hormuz is expected to be high on the agenda. (Source: Bloomberg)

伊朗外交部发言人用鼠猫形容敌我

格隆汇 📅 05/26 08:25
格隆汇5月26日|据CCTV国际时讯,当地时间今天(5月26日)凌晨,伊朗外交部发言人巴加埃在社交媒体平台发帖,引用《沙姆斯丁·大不里士诗集》中段落称,“十万鼠辈虽喧嚣而至,却无胆量向那雄狮般的猫投去一瞥。猫的凛然威仪,早已粉碎了它们的集结之势。须知,猫之本体,本就是浑然天成的统一。”帖文中还配发将伊朗地图描绘为波斯猫形态的图片。这一帖文被伊朗媒体转发,并指出,伊朗拥有内在的凝聚力与不可撼动的意志...

DELTAQ.CO 互動股市圖表 | 股市 - Yahoo 財經

Yahoo 📅 05/26 08:24
DELTAQ.CO 互動股市圖表 | 股市 Yahoo 財經

Veteran investor names the next 'NVIDIA' before AI boom

Yahoo 📅 05/26 08:24 NVDA.O
Veteran investor and Bitwise advisor Jeffrey Park has identified what he believes could become the next "NVIDIA,” highlighting growing investor appetite for the next breakout technology play. Park wrote a long X post on May 24, in which he pointed to crypto as a technology that is bound to surge, ...

FinVolution Group earnings beat by ¥0.04, revenue topped estimates

Investing 📅 05/26 08:23

SK海力士发布控温散热存储技术“iHBM”

财联社 📅 05/26 08:22
【SK海力士发布控温散热存储技术“iHBM”】财联社5月26日电,SK海力士26日宣布,公司发布“iHBM”技术。该技术通过在HBM封装内集成一体化冷却元件“ICE*”,显著降低产品运行时的发热量。SK海力士计划将iHBM技术应用于HBM5等下一代产品,以满足高性能计算(HPC)、AI数据中心等超高度集成、高带宽应用场景的严苛散热管控需求,进一步提升整体系统的稳定性与运行效率。

中信证券:华为提出“韬定律” 关注半导体工艺发展新方向

同花顺 📅 05/26 08:21
中信证券研报指出,华为提出“韬(τ)定律”,以“时间缩放”原则指导半导体产业发展方向,将带来晶体管、电路、芯片、系统四个层面的深刻变化。通过发挥国内在3D集成、先进封装、芯片设计制造协同优化、光通信等领域的技术能力,以系统拓扑结构的优化和迭代弥补短期制程节点的差距,中国半导体产业有望迎来换道加速发展机会。

ZSL280121C00030000 互動股市圖表 | ZSL Jan 2028 30.000 call 股市 - Yahoo 財經

Yahoo 📅 05/26 08:21
ZSL280121C00030000 互動股市圖表 | ZSL Jan 2028 30.000 call 股市 Yahoo 財經
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