芯能科技公告，公司拟终止2023年度向不特定对象发行可转换公司债券募投项目之一的“分布式光伏电站建设项目”中经最新评估已不具备实施条件的部分子项目，并将该募投项目的剩余募集资金1.65亿元永久性补充流动资金。公司第五届董事会第十六次会议已审议通过该议案，尚需提交股东会及债券持有人会议审议。

以色列国防军25日发布消息称，当天中午，以色列北部多个地区拉响防空警报，军方发现黎巴嫩真主党向以军士兵和以色列领土发射了多架自杀式无人机。随后，一架自杀式无人机在梅图拉地区坠落。目前该事件正在调查中。 黎真主党方面对此暂无回应。(央视新闻)

特朗普：与伊朗的协议要么会很棒，要么就没有协议。 任何与伊朗达成的协议都将与伊核协议“截然相反”。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

Alphabet’s Class C shares reacted to the latest quarterly report from the Google parent, with strong cloud and advertising trends back in focus for US tech investors. Alphabet Inc. Class C, the non-voting share class of Google’s parent company, has been in the spotlight again after the group reported its latest quarterly figures, highlighting resilient digital advertising and ongoing strength in its cloud division, according to an earnings release published in late April 2026 on the company’s investor relations site Alphabet investor relations as of 04/25/2026. Following the report, the stock saw active trading on Nasdaq as investors reassessed growth prospects in search, YouTube and artificial intelligence–related services, in line with coverage from major US financial media such as Reuters as of 04/25/2026. As of: 25.05.2026 By the editorial team – specialized in equity coverage. At a glance Name: Alphabet C Alphabet C Sector/industry: Internet services, online advertising, cloud computing Internet services, online advertising, cloud computing Headquarters/country: Mountain View, United States Mountain View, United States Core markets: Global search, online video, digital advertising, cloud infrastructure Global search, online video, digital advertising, cloud infrastructure Key revenue drivers: Google Search ads, YouTube ads, Google Cloud services, Google Play and hardware Google Search ads, YouTube ads, Google Cloud services, Google Play and hardware Home exchange/listing venue: Nasdaq (ticker: GOOG) Nasdaq (ticker: GOOG) Trading currency: US dollar (USD) Alphabet Inc. Class C: core business model Alphabet Inc. Class C represents shares in one of the world’s most influential digital platforms, built around the Google search engine and related services that dominate online information retrieval across many regions. The company’s structure separates voting and non-voting shares, with Class C (GOOG) carrying economic rights but no voting power, a setup designed to ...

Thanks to the rise of Bitcoin (BTC +0.46%), capital markets are evolving. The world's top digital asset, which has a market capitalization of about $1.5 trillion, is blending with the traditional financial services industry. Investors are taking notice. Strategy (MSTR 3.01%), co-founded by billionaire Michael Saylor, is the perfect example of this. Although its shares are now trading 66% below their peak, the company's unusual playbook makes it a potential millionaire-maker stock for long-term investors. This is not your typical company Strategy does run a software business that generates hundreds of millions of dollars in annual revenue. It's introducing artificial intelligence (AI) features for its enterprise customers in an attempt to benefit from the major tech trend shaping the economy. However, in terms of the real value of the company, that legacy software business has become an afterthought. Its main financial activity is now being a Bitcoin treasury. As of Friday, Strategy owned nearly 844,000 Bitcoins valued at a total of about $65 billion. It's the single largest holder of the digital asset. The business regularly taps equity and fixed-income markets to raise capital, which it uses to purchase more Bitcoin. One of Strategy's most successful offerings, called STRC (Short Duration High Yield Credit), has raised $10.5 billion since its launch in July last year. The business also issues more common stock during periods when it's trading at a notable premium to the total value of the Bitcoin it owns. Management has no intention of slowing down. It wants to remain the key facilitator of the flow of fiat currency into Bitcoin. Expand NASDAQ : MSTR Strategy Today's Change ( -3.01 %) $ -4.96 Current Price $ 159.89 Key Data Points Market Cap $56B Day's Range $ 159.24 - $ 165.66 52wk Range $ 104.17 - $ 457.22 Volume 12.8M Avg Vol 18.5M Gross Margin 68.11 % Can you handle the volatility? Since Aug. 10, 2020, the day Strategy first purchased Bitcoin, the company's sha...

中新赛克公告，合计持有公司股份313.93万股（占总股本1.8385%）的股东广东红土创业投资有限公司、南京红土创业投资有限公司、昆山红土高新创业投资有限公司、郑州百瑞创新资本创业投资有限公司（互为一致行动人），计划于本公告披露之日起15个交易日后的3个月内，通过集中竞价交易和大宗交易方式合计减持不超过313.93万股，占总股本比例1.8385%。其中集中竞价交易任意连续90日内减持总数不超过公司股份总数的1%，大宗交易任意连续90日内减持总数不超过公司股份总数的2%。减持价格根据市场价格确定。本次减持计划的实施不会导致公司控制权变更。

O2 Kentish Town Forum, London After three unlikely Top 10 albums in the 90s, the trio are back – and on the basis of this rapid-fire set, you hope they’ll stick around Bob Mould has never seemed to have much interest in looking back. The bridges to a Hüsker Dü reunion were burned long before drummer and songwriter Grant Hart died in 2017; the notion that Mould might revive Sugar, the band who scored three unlikely UK Top 10 albums of ferocious alt-rock in the mid-90s, seemed ridiculous. But here we are: after three New York shows, Mould, David Barbe and Malcolm Travis are touring the UK and Ireland. Some things have changed: the seething sea of moshers at 90s shows is now a placid lake of the nodding middle-aged. Travis, 73, seems to drum with the minimum amount of movement possible, wisely given the searing heat inside the Forum. Others haven’t: JC Auto, which closes the main set, remains brutal and churning, thrillingly intense. Mould still stomps in circles around the stage like a man furiously searching for his lost remote control. Continue reading...

華爲「τ定律」引爆半導體產業鏈！中芯國際、華虹公司A股罕見大漲20%，受益方向有哪些？ 富途牛牛

微创脑科学公告，本集团旗下子公司微创神通医疗科技（上海）有限公司自主研发的NUMEN Helia弹簧圈栓塞系统近日正式获得美国食品药品监督管理局（FDA）上市许可。此次获批是继NUMEN 可解脱弹簧圈及NUMEN Silk三维电解脱弹簧圈之后，本集团在美国市场获批上市的第三款弹簧圈产品，进一步完善了本集团在北美神经介入栓塞领域的产品布局，亦体现了本集团在神经介入创新产品研发与国际化注册方面的持续突破。

5月22日，国家数据局党组书记、局长刘烈宏主持召开词元经济座谈会。国家数据局将把推动词元经济发展纳入工作体系，持续跟踪研究并吸收社会各界建议，以行业高质量数据集建设和全国一体化算力网建设为着力点，深入推进数据要素市场化配置改革，推动词元经济高质量发展。 词元经济再迎重要利好，“词元第一股”迅策科技（03317.HK）的最新动作则旨在开启 Token 工厂“工业化革命”。 5月25日，迅策科技正式发布全球首款 TokenOS 操作系统——TokenONE。这不仅是全球第一款实现按照调用计费的 AI 操作系统，让大模型产出可计量，更被视为 AI 时代底层规则的一次重构。 信息文明的发展史，本质上是一场“操作系统”的代际更替史。 PC 时代，Windows 定义了个人计算；移动互联网时代，iOS 与 Android 定义了移动生态；而 AI 时代，则需要一个全新的操作系统。这个系统管理的不是“文件”，不是“App”，而是 Token——AI 理解和生成信息的基本单位，也是 AI 经济的计量通货。 据悉，TokenONE 的战略定位是由 AI 原生构建的全新操作系统层，管理 AI 时代最核心的生产资料：Token。 AI 原生全新操作系统，让大模型产出可计量 近两年，AI 正以前所未有的速度进入企业核心业务流程。从智能客服、知识助手，到工业控制、金融风控、医疗诊断，再到大量 AI Agent 系统协同运行，AI 已逐渐成为企业生产体系的一部分。 但与此同时，新的行业痛点开始浮现：企业越来越依赖 AI，却无法真正看清 AI 的成本结构与价值来源。企业能够看到最终账单，却无法核验费用来源；能够看到 Token 消耗数字，却无法知道哪些任务真正创造了业务价值；能够接入大量 AI Agent，却无法统一治理其调用、权限、链路与审计。 迅策科技认为，AI 产业正从“能不能用 AI”，走向“能不能可信地管理 AI”。而 TokenONE，正是为解决这一问题而诞生。 它让企业数据成为可以直接被大模型调用的数据Token，让每一次模型调用都产生可量化与追溯的业务价值与决策，推动各行业Token工厂大规模的商业化落地成为可能。 与传统 Token 统计工具不同，TokenONE 并不是一个简单的“费用面板”，而是一套从底层重构 AI 成本治理可信度的完整体系。其核心目标是让每一次模型调用与应...

European automotive suppliers are set to benefit from an influx of Chinese carmakers, thanks to growing demand for electric vehicles (EVs) and persistent local protectionism, according to Vulcan Energy Resources, a lithium and renewable energy producer in Germany. Chinese EV makers – from BYD to Xpeng – are planning to aggressively expand into Europe in search of higher profit margins, even as Brussels advances measures to protect local manufacturing amid a slower pace of electrification. On Friday, the China Association of Automobile Manufacturers, a government-backed industry consortium, described certain terms in the proposed Industrial Accelerator Act as “systematic discrimination”. In March, the European Commission outlined potential restrictions on foreign investors, including capping foreign investment at 49 per cent, requiring that at least half a firm’s workforce be European and mandating technology-sharing provisions. Advertisement But Francis Wedin, executive chair at Vulcan – an Australian company developing a lithium-brine project in Germany – said Chinese carmakers would bring opportunities to local supply chains, spanning automotive parts and batteries to raw materials such as lithium. “On the downstream side – like batteries and EVs – Chinese entry is a massive opportunity for Europe because China is the clear leader in technology and production costs,” Wedin said. “The trade-off is that they must form local joint ventures with European companies to protect domestic champions.” Advertisement

Jefferies Financial Group Inc. increased its position in Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 237.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 50,993 shares of the wireless technology company's stock after acquiring an additional 35,871 shares during the quarter. Jefferies Financial Group Inc.'s holdings in Qualcomm were worth $8,722,000 at the end of the most recent quarter. Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. increased its holdings in Qualcomm by 0.6% in the 4th quarter. Vanguard Group Inc. now owns 114,144,068 shares of the wireless technology company's stock worth $19,524,350,000 after acquiring an additional 647,076 shares in the last quarter. Amundi increased its holdings in Qualcomm by 9.9% in the 3rd quarter. Amundi now owns 12,671,635 shares of the wireless technology company's stock worth $2,136,486,000 after acquiring an additional 1,138,541 shares in the last quarter. Wellington Management Group LLP increased its holdings in Qualcomm by 141.8% in the 3rd quarter. Wellington Management Group LLP now owns 12,437,240 shares of the wireless technology company's stock worth $2,069,059,000 after acquiring an additional 7,292,783 shares in the last quarter. Invesco Ltd. increased its holdings in Qualcomm by 2.3% in the 3rd quarter. Invesco Ltd. now owns 9,874,113 shares of the wireless technology company's stock worth $1,642,657,000 after acquiring an additional 220,209 shares in the last quarter. Finally, Legal & General Group Plc increased its holdings in Qualcomm by 0.4% in the 3rd quarter. Legal & General Group Plc now owns 9,207,183 shares of the wireless technology company's stock worth $1,531,707,000 after acquiring an additional 38,452 shares in the last quarter. 74.35% of the stock is owned by hedge funds and other institutional investor...

Hantz Financial Services Inc. lifted its stake in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 16.8% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 27,753 shares of the electric vehicle producer's stock after purchasing an additional 4,000 shares during the period. Hantz Financial Services Inc.'s holdings in Tesla were worth $12,481,000 as of its most recent filing with the SEC. Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Crestwood Advisors Group LLC raised its stake in Tesla by 34.7% during the fourth quarter. Crestwood Advisors Group LLC now owns 19,567 shares of the electric vehicle producer's stock worth $8,799,000 after acquiring an additional 5,039 shares during the period. Gamco Investors INC. ET AL boosted its stake in Tesla by 29.6% in the third quarter. Gamco Investors INC. ET AL now owns 32,576 shares of the electric vehicle producer's stock valued at $14,487,000 after acquiring an additional 7,446 shares during the period. China Universal Asset Management Co. Ltd. grew its holdings in shares of Tesla by 8.8% during the third quarter. China Universal Asset Management Co. Ltd. now owns 48,504 shares of the electric vehicle producer's stock valued at $21,571,000 after purchasing an additional 3,935 shares during the last quarter. Calamos Wealth Management LLC raised its position in shares of Tesla by 5.9% during the 4th quarter. Calamos Wealth Management LLC now owns 41,907 shares of the electric vehicle producer's stock worth $18,846,000 after purchasing an additional 2,341 shares during the period. Finally, Ashton Thomas Private Wealth LLC raised its position in shares of Tesla by 26.0% during the 3rd quarter. Ashton Thomas Private Wealth LLC now owns 18,032 shares of the electric vehicle producer's stock worth $8,019,000 after purchasing an additional 3,724 shares during the period. 66.20% of the stock is owned by instituti...

Iran has denied that a deal to end the war with the US is imminent, after US officials said they were closing in on a deal. Secretary of State Marco Rubio said an agreement could come as soon as Monday, but Iran’s Foreign Ministry Spokesman Esmail Baghaei said “It is true that a consensus was reached on many of the topics discussed, but no one can claim that the signing of an agreement is imminent.” Turkish police entered the headquarters of the main opposition CHP party following a court decision last week, that removed Ozgur Ozel as its leader. The move deepens a political crisis that saw a market selloff last week. And Huawei says it's made a breakthrough in making advanced semiconductors without cutting-edge equipment, potentially reducing the gap with industry leader TSMC. Today's guests: Marco Valli, UniCredit, Chief European Economist & Alex Karnal, Braidwell, Co-Founder and CIO. (Source: Bloomberg)

市场沸腾了 最近的市场表现，舍硅基外几乎无其他，整个市场笼罩在硅基支配的焦虑感和恐惧感之中。 这种 K型分化的行情，一个很明显的特点是， 老登们受不了了，老登股不断被阴跌抛售，去追了半导体为代表的硅基产业。 大家并不用多想这是不是行情顶部的特点，如我们此前说的， 市场在狠狠惩罚不豪赌 AI的投资人 ，现在加入并不丢人，所要做的就是做好产业的跟踪。 硅基板块最近是多点开花，半导体设备和代工不用多谈，最近另有一个板块陡峭走强，即 PCB板块。这个板块之前就一直强，毕竟PCB是电子设备的互联基石，也同样是AI核心硬件。 上周五 PCB板块集体涨停，今天PCB板块走势依然非常强势。 再度陡峭走强又是叙事逻辑出现了哪些新的变化？ 01 英伟达VR200带来的PCB价值量暴增 这轮上涨是摩根斯坦利拆解了英伟达的供应链，其下一代 AI平台VR200 NVL72机柜（目前已经进入生产爬坡阶段）的材料结构中，PCB的价值量增幅仅次于存储，增幅高达233%，这下市场当然沸腾了。 因为这不仅仅是一个星辰大海的题材概念，更重要的是未来可以看得见的价值增量。 根据摩根斯坦利的调研拆解， VR200单机柜PCB价值量从GB300的约3.51万美元暴增至约11.67万美元。这一增量不仅仅是单纯的量的增加，还有品类的的扩张。增量来源于计算板层从22L HDI升级至26L，CCL材料等级从M7升级至M8，交换机托盘PCB从24L提升至32L。同时还新增了44层Midplane PCB及ConnectX、BlueField模组配套板，工艺复杂度与单板面积同步跃升。 从单板价值维度看， VR200时代PCB核心规模相对GB300呈现全面跃迁。覆铜板材料从M8升级至M9级，配合铜箔体系从HVLP3升级至HVLP4/5、石贡布与特种树脂的导入，材料成本中枢显著抬升。析层数从GB300时代的常见20-30层跃升至VR200时代的44层甚至78层以上。层数翻倍直接带来工艺难度与单板价值量的两重跃迁。与此同时，板厚抬升与材料硬度增加使钻孔环节对超张径机械钻针与超快激光钻孔设备的需求显著放大，钻针耗材成本占比提升，是传统消耗量的5-8倍。 VR200 所代表的 PCB价值量爆增，仅是英W伟达AI硬件代际升级的第一步。 下一代 Rubin Ultra平台将采用全新的Kyber机柜架构，预计2027年下半年量产。 它 ...

文章提及标的 华阳股份 -- 华阳集团 -- 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

文章提及标的 *ST闻泰 -- 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

Key Points Pfizer has multiple irons in the fire and has invested heavily in its future. It also pays a hefty dividend, recently yielding 6.7%. 10 stocks we like better than Pfizer › If you've spent any time reading about certain stocks, you'll have noticed that opinions among Wall Street analysts can vary widely. Because there's no way to definitively determine where a stock will be in the future, it's hard to know for sure that it's a buy, sell, or hold. It's the same with The Motley Fool: One of its writers might be very bullish on one stock, while her colleague is bearish. That's why it's good to read multiple opinions and think them through on your own. Here's one example: Pfizer (NYSE: PFE). The MarketWatch website recently tracked 28 ratings for the stock: Nine Wall Street analysts said "buy," one said the stock was overweight (which essentially means it's a buy), 15 said "hold," and three said "sell." The consensus, then, was to hold. 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 » These ratings are occasionally changed or reaffirmed. Guggenheim Securities recently reaffirmed its buy rating for Pfizer, along with a price target of $36 per share. That's fully 38% higher than the recent share price of about $26. Ratings of buy, sell, or hold are not as valuable to know as the reasoning behind them. Fortunately, the ratings are often accompanied by research reports -- and many good brokerages offer their customers access to such reports for free. Guggenheim says... As with most pharmaceutical companies, much rides on Pfizer's development pipeline -- which recently featured 96 drugs in development, 31 of those in late-stage phase 3. The Guggenheim analyst, Vamil Divan, was optimistic because of encouraging results from some late-stage clinical trials of Pfizer drugs, and saw more upside than d...

Tamer Soliman/iStock via Getty Images The VanEck Gold Miners ETF ( GDX ) is the premier ETF for investors seeking exposure to the global gold mining industry. Rather than holding gold directly, GDX owns the companies that pull it out of the ground. The fund tracks the MarketVector Global Gold Miners Index, and the fund spans 57 securities across the world's leading producers, with heavyweights such as Newmont Corporation ( NEM ), Agnico Eagle Mines Limited ( AEM ), Barrick Mining Corporation ( B ), AngloGold Ashanti plc ( AU ), and Wheaton Precious Metals Corp. ( WPM ) collectively anchoring more than 40% of its around $26 billion in assets. Data by YCharts GDX posted an outstanding return of 154% in 2025, representing its best year ever since it was incepted. To date in 2026, the fund has retreated about 27% from its record high price level of around $117 towards the end of February. Physical gold prices have also retreated from their January high, heavily influenced by the changing monetary stance. Currently, GDX is at a macro inflection point characterized by record-high stock valuations, a strong geopolitical premium for gold, and continued accumulation by the world's central banks due to ongoing de-dollarization trends. In my opinion, the recent pullback paired with the potential catalysts presents an appealing risk/reward setup. The Fund We'll take a look at some key fund characteristics next. The expense ratio is 51 basis points, and it is assigned a Seeking Alpha C+ Expense Grade. Being a premier fund, liquidity is great, with an average daily dollar volume on a 3-month basis of around $2.42 billion and an AUM of $26 billion, earning it a Seeking Alpha A+ Grade. In terms of the dividend grade, it is also rated highly, ranking it with an A- dividend grade, with a below-median dividend yield of 0.67%. The high grade is mainly because of the high growth rate in the past 5 years, especially last year. Seeking Alpha The fund's sector structure is obviously entire...

永安期货公告，浙江东方控股集团股份有限公司持有公司1.66亿股，占11.43%；此前计划自2026年2月24日至2026年5月22日通过集中竞价和大宗交易减持不超过4366.67万股，占3%；截至2026年5月22日，实际减持数量0股，减持计划期限已届满，当前持股1.66亿股，占11.43%。

Intermede Investment Partners Ltd trimmed its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 3.9% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 670,538 shares of the semiconductor company's stock after selling 27,099 shares during the period. Taiwan Semiconductor Manufacturing accounts for approximately 8.4% of Intermede Investment Partners Ltd's holdings, making the stock its biggest position. Intermede Investment Partners Ltd's holdings in Taiwan Semiconductor Manufacturing were worth $203,770,000 at the end of the most recent quarter. Get TSM alerts: Sign Up A number of other hedge funds and other institutional investors have also recently bought and sold shares of TSM. Life Cycle Investment Partners Ltd acquired a new position in Taiwan Semiconductor Manufacturing during the 4th quarter valued at about $495,163,000. SurgoCap Partners LP acquired a new position in Taiwan Semiconductor Manufacturing during the 3rd quarter valued at about $360,443,000. Thrivent Financial for Lutherans boosted its stake in Taiwan Semiconductor Manufacturing by 3,164.9% during the 3rd quarter. Thrivent Financial for Lutherans now owns 1,192,927 shares of the semiconductor company's stock valued at $333,172,000 after purchasing an additional 1,156,389 shares during the period. Danica Pension Livsforsikringsaktieselskab acquired a new position in Taiwan Semiconductor Manufacturing during the 3rd quarter valued at about $232,924,000. Finally, Man Group plc boosted its stake in Taiwan Semiconductor Manufacturing by 337.1% during the 2nd quarter. Man Group plc now owns 1,053,421 shares of the semiconductor company's stock valued at $238,589,000 after purchasing an additional 812,404 shares during the period. 16.51% of the stock is owned by institutional investors and hedge funds. Insider Activity at Taiwan Semiconductor Manufacturing In other Taiwan Semiconductor M...

Hantz Financial Services Inc. lessened its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 9.7% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 190,078 shares of the enterprise software provider's stock after selling 20,333 shares during the period. Hantz Financial Services Inc.'s holdings in Oracle were worth $37,048,000 as of its most recent filing with the Securities and Exchange Commission. A number of other institutional investors also recently made changes to their positions in ORCL. Wealthquest Corp acquired a new position in shares of Oracle in the fourth quarter valued at approximately $416,000. First National Trust Co grew its position in shares of Oracle by 33.1% in the fourth quarter. First National Trust Co now owns 80,087 shares of the enterprise software provider's stock valued at $15,610,000 after purchasing an additional 19,932 shares during the last quarter. Private Capital Advisors Inc. acquired a new position in shares of Oracle in the fourth quarter valued at approximately $238,000. William Blair Investment Management LLC grew its position in shares of Oracle by 13.4% in the fourth quarter. William Blair Investment Management LLC now owns 1,256,536 shares of the enterprise software provider's stock valued at $244,912,000 after purchasing an additional 148,950 shares during the last quarter. Finally, Prospera Financial Services Inc grew its position in shares of Oracle by 15.5% in the fourth quarter. Prospera Financial Services Inc now owns 83,305 shares of the enterprise software provider's stock valued at $16,242,000 after purchasing an additional 11,159 shares during the last quarter. Institutional investors own 42.44% of the company's stock. Get Oracle alerts: Sign Up Key Oracle News Here are the key news stories impacting Oracle this week: Positive Sentiment: Wall Street analysts raised price targets on Oracle after noting strong cloud growt...

Hantz Financial Services Inc. increased its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 23.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 46,101 shares of the semiconductor company's stock after purchasing an additional 8,885 shares during the period. Hantz Financial Services Inc.'s holdings in Taiwan Semiconductor Manufacturing were worth $14,010,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Get TSM alerts: Sign Up Several other hedge funds also recently added to or reduced their stakes in the business. Life Cycle Investment Partners Ltd purchased a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter valued at about $495,163,000. SurgoCap Partners LP acquired a new stake in Taiwan Semiconductor Manufacturing during the third quarter worth about $360,443,000. Thrivent Financial for Lutherans grew its holdings in Taiwan Semiconductor Manufacturing by 3,164.9% during the third quarter. Thrivent Financial for Lutherans now owns 1,192,927 shares of the semiconductor company's stock worth $333,172,000 after acquiring an additional 1,156,389 shares during the period. Danica Pension Livsforsikringsaktieselskab purchased a new position in Taiwan Semiconductor Manufacturing during the third quarter valued at approximately $232,924,000. Finally, Man Group plc lifted its holdings in Taiwan Semiconductor Manufacturing by 337.1% in the second quarter. Man Group plc now owns 1,053,421 shares of the semiconductor company's stock valued at $238,589,000 after acquiring an additional 812,404 shares during the period. 16.51% of the stock is owned by hedge funds and other institutional investors. More Taiwan Semiconductor Manufacturing News Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week: Wall Street Analysts Forecast Growth A ...

Kuhn & Co Investment Counsel boosted its holdings in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 455.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,795 shares of the electric vehicle producer's stock after purchasing an additional 2,292 shares during the period. Kuhn & Co Investment Counsel's holdings in Tesla were worth $1,257,000 at the end of the most recent quarter. Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Vanguard Group Inc. raised its holdings in shares of Tesla by 2.6% during the fourth quarter. Vanguard Group Inc. now owns 258,925,024 shares of the electric vehicle producer's stock valued at $116,443,762,000 after acquiring an additional 6,538,720 shares during the period. Holocene Advisors LP raised its holdings in shares of Tesla by 132.2% during the third quarter. Holocene Advisors LP now owns 6,157,000 shares of the electric vehicle producer's stock valued at $2,738,141,000 after acquiring an additional 3,505,000 shares during the period. Jennison Associates LLC raised its holdings in shares of Tesla by 38.3% during the third quarter. Jennison Associates LLC now owns 10,909,666 shares of the electric vehicle producer's stock valued at $4,851,747,000 after acquiring an additional 3,021,550 shares during the period. Capital World Investors raised its holdings in shares of Tesla by 5.8% during the third quarter. Capital World Investors now owns 44,035,949 shares of the electric vehicle producer's stock valued at $19,583,547,000 after acquiring an additional 2,403,019 shares during the period. Finally, PFA Pension Forsikringsaktieselskab acquired a new stake in shares of Tesla during the fourth quarter valued at approximately $748,084,000. 66.20% of the stock is owned by institutional investors and hedge funds. Get Tesla alerts: Sign Up Key Tesla News Here are the key news stories impactin...

LifePlan Investment Advisors Inc. acquired a new stake in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 1,162 shares of the semiconductor manufacturer's stock, valued at approximately $249,000. Several other hedge funds have also recently modified their holdings of the business. Vanguard Group Inc. lifted its position in shares of Advanced Micro Devices by 1.6% in the 4th quarter. Vanguard Group Inc. now owns 158,522,860 shares of the semiconductor manufacturer's stock worth $33,949,256,000 after purchasing an additional 2,525,109 shares during the period. State Street Corp lifted its position in shares of Advanced Micro Devices by 2.4% in the 3rd quarter. State Street Corp now owns 73,824,441 shares of the semiconductor manufacturer's stock worth $11,944,056,000 after purchasing an additional 1,755,182 shares during the period. Amundi lifted its position in shares of Advanced Micro Devices by 17.5% in the 3rd quarter. Amundi now owns 13,486,227 shares of the semiconductor manufacturer's stock worth $2,181,937,000 after purchasing an additional 2,012,865 shares during the period. Invesco Ltd. lifted its position in shares of Advanced Micro Devices by 6.5% in the 3rd quarter. Invesco Ltd. now owns 13,348,413 shares of the semiconductor manufacturer's stock worth $2,159,640,000 after purchasing an additional 813,844 shares during the period. Finally, Legal & General Group Plc lifted its position in shares of Advanced Micro Devices by 1.7% in the 3rd quarter. Legal & General Group Plc now owns 11,579,113 shares of the semiconductor manufacturer's stock worth $1,873,385,000 after purchasing an additional 191,590 shares during the period. Hedge funds and other institutional investors own 71.34% of the company's stock. Get Advanced Micro Devices alerts: Sign Up Analyst Upgrades and Downgrades Several equities research analysts have rece...

Simplify Asset Management Inc. reduced its holdings in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 47.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,843 shares of the electric vehicle producer's stock after selling 11,517 shares during the quarter. Simplify Asset Management Inc.'s holdings in Tesla were worth $5,776,000 at the end of the most recent quarter. A number of other institutional investors also recently modified their holdings of the business. Wealthquest Corp purchased a new stake in shares of Tesla during the 4th quarter valued at approximately $1,035,000. Kuhn & Co Investment Counsel lifted its stake in shares of Tesla by 455.7% during the 4th quarter. Kuhn & Co Investment Counsel now owns 2,795 shares of the electric vehicle producer's stock valued at $1,257,000 after buying an additional 2,292 shares in the last quarter. FinDec Wealth Services Inc. increased its holdings in Tesla by 12.6% during the 4th quarter. FinDec Wealth Services Inc. now owns 901 shares of the electric vehicle producer's stock worth $405,000 after acquiring an additional 101 shares during the period. Weinberger Asset Management Inc increased its holdings in Tesla by 8.8% during the 4th quarter. Weinberger Asset Management Inc now owns 715 shares of the electric vehicle producer's stock worth $322,000 after acquiring an additional 58 shares during the period. Finally, Connors Investor Services Inc. increased its holdings in Tesla by 320.4% during the 4th quarter. Connors Investor Services Inc. now owns 5,045 shares of the electric vehicle producer's stock worth $2,267,000 after acquiring an additional 3,845 shares during the period. 66.20% of the stock is currently owned by hedge funds and other institutional investors. Get Tesla alerts: Sign Up Tesla Price Performance Shares of NASDAQ:TSLA opened at $426.01 on Monday. The company's fifty day moving average price is $3...

徕芬最近出了一款电风扇，定价399元，在网上被喷得不轻。 单看产品本身，这台风扇未必糟糕，至少颜值过硬。 但市场反馈却遇冷。 一个靠“戴森平替”起家、把高速吹风机价格打到两三百元价位段的国货之光，突然在一台电风扇上标出了接近400元的价格，消费者的第一反应不是徕芬又出了黑科技，而是“徕芬飘了？” 这件事的本质，不是折叠风扇这个产品有问题，而是品牌战略在标品与非标品的定价逻辑上，发生了严重的错位。 很显然，徕芬想做品牌、想走溢价、想摆脱高端平替的标签，这在商业逻辑上完全成立，因为任何一个有野心的消费品牌都不甘心永远做价格战的泥石流。 但问题在于，“平替”是一个极其顽固的心智锚点。当企业的基本盘是用极致“质价比”换来的，企业想做溢价，就只能在非标品上做文章；而在电风扇这种极度成熟的标品赛道里强行拔高身价，必然会遭遇流量的反噬。 今天，沥金就来扒一扒，为什么徕芬的折叠风扇会翻车？主打平替的品牌，如何才能堂堂正正赚溢价？ 徕芬创始人叶洪新直播发布新品风扇 来源：品牌官微 你靠什么赢就会被什么困住 要理解徕芬风扇为什么被喷，得先看看徕芬吹风机当年是怎么赢的。 主流吹风机市场呈现出极端的两极分化。一端是戴森Supersonic，均价2789元，占据绝对的高端生态位；另一端是大量200-500元价位段的国产品牌。 徕芬SE高速吹风机卖359元，它切中的是一个极其精妙的生态位，把过去属于非标品的高速马达技术，用中国供应链的优势强行标品化，然后用标品的价格卖给消费者。 徕芬的核心受众是预算有限的年轻人、学生党、刚步入职场的白领。这群人的心理特征非常明确，理性消费、实用主义、国货自信。 他们在社交媒体上高呼“闭眼入不亏”“性价比才是王道”。他们买徕芬，买的不仅仅是风力大，买的是一种“花小钱办大事”的侥幸感。 徕芬SE与戴森Supersonic吹风机对比 来源：网络 反观戴森的用户，他们追求的是品牌仪式感、生活品质和社交面子。在送礼场景下，戴森是高端有排面，而徕芬是体面又实用。 这说明什么？ 说明徕芬的品牌资产，深深地绑定在“质价比”这三个字上。消费者对徕芬的情感价值认同，建立在“它帮我省钱且让我体面”的基础之上。 当一个品牌的受众是极其理性的算账型消费者，这就成了一种诅咒。品牌可以不断推陈出新，但必须永远显得超值。一旦品牌的定价超过了他们心中的超值基准线，这群最理性的消费者，翻脸比翻书...

当你某天一觉醒来，发现自己被困在布满屏幕的房间里，每个屏幕中播放的不是你感兴趣的内容，而是无穷无尽的广告。想跳过？先支付费用。 这是《黑镜》在15年前上映的某一集的内容，某种程度上，它已经成为了现实。 今年的618大促已悄悄拉开了序幕，最近人们被各种藏在弹窗、信息流、直播间的广告围追堵截的频率大大提高了，虽然令人感到心烦，但至少大部分时候，人们仍然知道自己正在看广告。 但在AI的回答里，广告可能不再以显而易见的形式出现。 当你向AI询问“哪款显卡的性价比最高”或“吃什么补剂可以降低皮质醇”，AI回复你的是一段完整、流畅且看起来中立的答案，你甚至没有点开引用链接去查证，就选择了相信。 但如果这个答案已经被商家提前“投喂”过呢？ BBC记者Thomas Germain曾做过一个“热狗实验”，他在个人网站上写了一篇虚构的文章，在其中声称自己是“最擅长吃热狗的科技记者”，并在他杜撰的年度热狗大赛中获得第一名。文章发布的24小时内，热狗大赛的结果就出现在Google搜索结果页顶部的AI Overview中，ChatGPT也采信了这一说法。 但在事件被媒体报道后，谷歌AI概览已不再展示相关错误信息，而是把它归类为AI被误导的案例。 这个实验暴露的问题是AI搜索内容的弱点：只要信息看起来像事实，AI就可能把精心编造的故事当作真相讲述给用户听。 5月中旬，谷歌更新了搜索垃圾内容政策，明确表明该政策不仅适用于传统搜索结果，也将试图影响Google搜索页中AI Overview等AI生成内容的行为定义为“垃圾内容”，Google可能会对其采取行动。 The Verge报道称，谷歌这次政策调整覆盖了“带有明显偏向的‘最佳榜单’”和试图污染推荐结果的“推荐投毒”等，相关网站可能面临搜索结果中排名下降，甚至从AI回答的结果中移除等处罚。 至此，对于AI诚信度的拷问被摆上了台面。 01 从SEO到GEO，广告主开始了新的争夺战 要理解什么是GEO、它为什么成为广告界新的兵家必争之地、又为什么被谷歌出手管制，得先回顾广告和搜索的发展史。 最早的广告像一块补丁，它被放置在正经的内容间，足够显眼，但也足够泾渭分明。曾经，电视广告把每集电视剧分割成了前后各20分钟；现在，则变成需要先看广告才能免费阅读内容。 用户当然会反感，但大多数时候，大家至少很清楚：这是广告，它想卖给我东西。 当消费的阵地从寻找刚...