Oppenheimer Asset Management Inc. trimmed its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 3.4% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 966,682 shares of the computer hardware maker's stock after selling 34,159 shares during the quarter. NVIDIA makes up 2.2% of Oppenheimer Asset Management Inc.'s holdings, making the stock its 3rd largest holding. Oppenheimer Asset Management Inc.'s holdings in NVIDIA were worth $180,286,000 as of its most recent filing with the Securities & Exchange Commission. Other hedge funds have also modified their holdings of the company. Longfellow Investment Management Co. LLC grew its holdings in shares of NVIDIA by 47.9% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker's stock worth $33,000 after acquiring an additional 67 shares during the last quarter. Spurstone Advisory Services LLC acquired a new position in shares of NVIDIA in the 2nd quarter worth $40,000. Sellwood Investment Partners LLC acquired a new position in shares of NVIDIA in the 3rd quarter worth $50,000. Networth Advisors LLC acquired a new position in shares of NVIDIA in the 4th quarter worth $51,000. Finally, EDENTREE ASSET MANAGEMENT Ltd acquired a new position in shares of NVIDIA in the 2nd quarter worth $54,000. 65.27% of the stock is currently owned by institutional investors and hedge funds. Get NVIDIA alerts: Sign Up Insider Activity In other NVIDIA news, CFO Colette Kress sold 20,000 shares of the business's stock in a transaction dated Friday, March 20th. The stock was sold at an average price of $174.89, for a total value of $3,497,800.00. Following the completion of the sale, the chief financial officer owned 83,060 shares of the company's stock, valued at $14,526,363.40. The trade was a 19.41% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Comm...

文章提及标的 华虹公司 -- 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。

Richard C. Young & CO. LTD. raised its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 6.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 86,231 shares of the iPhone maker's stock after purchasing an additional 4,951 shares during the quarter. Apple makes up 2.1% of Richard C. Young & CO. LTD.'s holdings, making the stock its 10th biggest position. Richard C. Young & CO. LTD.'s holdings in Apple were worth $23,443,000 as of its most recent SEC filing. Other hedge funds have also added to or reduced their stakes in the company. Overbrook Management Corp lifted its holdings in shares of Apple by 57.4% during the fourth quarter. Overbrook Management Corp now owns 104,648 shares of the iPhone maker's stock worth $28,449,000 after buying an additional 38,174 shares in the last quarter. Citizens Financial Group Inc. RI lifted its holdings in shares of Apple by 48.4% during the third quarter. Citizens Financial Group Inc. RI now owns 1,426,605 shares of the iPhone maker's stock worth $363,256,000 after buying an additional 465,393 shares in the last quarter. Tufton Capital Management lifted its holdings in shares of Apple by 4.3% during the third quarter. Tufton Capital Management now owns 100,130 shares of the iPhone maker's stock worth $25,496,000 after buying an additional 4,157 shares in the last quarter. KBC Group NV lifted its holdings in shares of Apple by 3.1% during the fourth quarter. KBC Group NV now owns 7,044,697 shares of the iPhone maker's stock worth $1,915,172,000 after buying an additional 214,215 shares in the last quarter. Finally, Montis Financial LLC lifted its holdings in shares of Apple by 15.8% during the third quarter. Montis Financial LLC now owns 77,919 shares of the iPhone maker's stock worth $19,841,000 after buying an additional 10,640 shares in the last quarter. Institutional investors and hedge funds own 67.73% of the company's stock. Get Apple a...

Sava Infond d.o.o. grew its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 4.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 89,475 shares of the iPhone maker's stock after purchasing an additional 3,695 shares during the quarter. Apple comprises approximately 3.3% of Sava Infond d.o.o.'s investment portfolio, making the stock its 10th biggest holding. Sava Infond d.o.o.'s holdings in Apple were worth $24,325,000 at the end of the most recent quarter. Several other institutional investors and hedge funds have also bought and sold shares of AAPL. Vanguard Group Inc. grew its holdings in shares of Apple by 0.4% during the first quarter. Vanguard Group Inc. now owns 1,400,790,809 shares of the iPhone maker's stock valued at $311,157,662,000 after buying an additional 5,005,297 shares during the last quarter. State Street Corp grew its holdings in shares of Apple by 0.9% during the second quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker's stock valued at $123,358,461,000 after buying an additional 5,224,229 shares during the last quarter. Geode Capital Management LLC grew its holdings in shares of Apple by 1.4% during the second quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker's stock valued at $72,506,336,000 after buying an additional 4,942,638 shares during the last quarter. Norges Bank purchased a new stake in shares of Apple during the second quarter valued at $38,942,255,000. Finally, Northern Trust Corp grew its holdings in shares of Apple by 13.3% during the fourth quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker's stock valued at $42,918,365,000 after buying an additional 20,079,472 shares during the last quarter. 67.73% of the stock is owned by hedge funds and other institutional investors. Get Apple alerts: Sign Up Insider Activity In other news, SVP Deirdre O'brien sold 30,002 sh...

Mutual Advisors LLC increased its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 2.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 347,535 shares of the computer hardware maker's stock after purchasing an additional 7,819 shares during the period. NVIDIA makes up approximately 1.4% of Mutual Advisors LLC's investment portfolio, making the stock its 9th largest holding. Mutual Advisors LLC's holdings in NVIDIA were worth $64,815,000 as of its most recent SEC filing. A number of other institutional investors have also made changes to their positions in NVDA. Diversified Enterprises LLC lifted its holdings in NVIDIA by 44.2% during the fourth quarter. Diversified Enterprises LLC now owns 127,604 shares of the computer hardware maker's stock worth $23,798,000 after acquiring an additional 39,129 shares in the last quarter. Oak Ridge Investments LLC lifted its holdings in NVIDIA by 2.2% during the third quarter. Oak Ridge Investments LLC now owns 970,860 shares of the computer hardware maker's stock worth $181,143,000 after acquiring an additional 20,559 shares in the last quarter. PMG Family Office LLC bought a new position in NVIDIA during the third quarter worth about $2,150,000. Weaver Capital Management LLC lifted its holdings in NVIDIA by 5.5% during the fourth quarter. Weaver Capital Management LLC now owns 85,216 shares of the computer hardware maker's stock worth $15,893,000 after acquiring an additional 4,439 shares in the last quarter. Finally, Circle Wealth Management LLC lifted its holdings in NVIDIA by 16.1% during the third quarter. Circle Wealth Management LLC now owns 107,787 shares of the computer hardware maker's stock worth $20,111,000 after acquiring an additional 14,936 shares in the last quarter. 65.27% of the stock is owned by institutional investors and hedge funds. Get NVIDIA alerts: Sign Up NVIDIA Price Performance NASDAQ:NVDA o...

Solidarity Wealth LLC grew its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 0.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 199,720 shares of the iPhone maker's stock after purchasing an additional 1,788 shares during the period. Apple comprises 11.1% of Solidarity Wealth LLC's portfolio, making the stock its largest holding. Solidarity Wealth LLC's holdings in Apple were worth $54,296,000 as of its most recent SEC filing. A number of other hedge funds have also recently added to or reduced their stakes in AAPL. First National Bank of Hutchinson increased its holdings in Apple by 24.6% in the fourth quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker's stock worth $8,845,000 after buying an additional 6,982 shares during the last quarter. Eagle Capital Management LLC increased its holdings in Apple by 0.5% in the fourth quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker's stock worth $13,544,000 after buying an additional 272 shares during the last quarter. Brighton Jones LLC increased its holdings in Apple by 14.8% in the fourth quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker's stock worth $134,554,000 after buying an additional 69,207 shares during the last quarter. Revolve Wealth Partners LLC increased its holdings in Apple by 4.2% in the fourth quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker's stock worth $16,742,000 after buying an additional 2,695 shares during the last quarter. Finally, Highview Capital Management LLC DE increased its holdings in Apple by 2.4% in the fourth quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker's stock worth $12,587,000 after buying an additional 1,155 shares during the last quarter. Institutional investors and hedge funds own 67.73% of the company's stock. Get Apple alerts: Sign Up ...

Mogy Joel R Investment Counsel Inc. cut its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 2.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,347,145 shares of the computer hardware maker's stock after selling 31,969 shares during the quarter. NVIDIA makes up about 13.6% of Mogy Joel R Investment Counsel Inc.'s holdings, making the stock its biggest holding. Mogy Joel R Investment Counsel Inc.'s holdings in NVIDIA were worth $251,243,000 at the end of the most recent quarter. A number of other hedge funds and other institutional investors have also recently modified their holdings of NVDA. Brighton Jones LLC grew its position in NVIDIA by 12.4% during the 4th 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 last quarter. Bank Pictet & Cie Europe AG grew its position in NVIDIA by 1.0% during the 4th 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 last quarter. Highview Capital Management LLC DE grew its position in NVIDIA by 6.7% during the 4th 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 last quarter. Hudson Value Partners LLC grew its position in NVIDIA by 30.7% during the 4th 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 last quarter. Finally, Wealth Group Ltd. grew its position in NVIDIA by 15.7% during the 1st quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker's stock valued at $715,000 after purchasing an additional 896 sh...

Resonant Capital Advisors LLC lifted its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 4.5% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 99,610 shares of the iPhone maker's stock after buying an additional 4,318 shares during the quarter. Apple makes up 1.5% of Resonant Capital Advisors LLC's holdings, making the stock its 18th largest holding. Resonant Capital Advisors LLC's holdings in Apple were worth $27,080,000 at the end of the most recent quarter. A number of other large investors also recently modified their holdings of the company. Sellwood Investment Partners LLC lifted its stake in Apple by 110.9% in the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock worth $34,000 after purchasing an additional 71 shares in the last quarter. ROSS JOHNSON & Associates LLC lifted its stake in Apple by 1,800.0% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock worth $42,000 after purchasing an additional 180 shares in the last quarter. LSV Asset Management purchased a new stake in Apple in the 4th quarter worth $65,000. PayPay Securities Corp lifted its stake in Apple by 52.1% in the 4th quarter. PayPay Securities Corp now owns 365 shares of the iPhone maker's stock worth $99,000 after purchasing an additional 125 shares in the last quarter. Finally, eCIO Inc. purchased a new stake in Apple in the 4th quarter worth $112,000. Hedge funds and other institutional investors own 67.73% of the company's stock. Get Apple alerts: Sign Up Wall Street Analysts Forecast Growth Several analysts have commented on AAPL shares. DA Davidson reiterated a "neutral" rating and issued a $270.00 price target on shares of Apple in a research note on Friday, May 1st. Citigroup reiterated a "buy" rating on shares of Apple in a research note on Tuesday, April 21st. BNP Paribas Exane upgraded shares of Apple fr...

Mattern Capital Management LLC lessened its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 2.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 76,733 shares of the iPhone maker's stock after selling 2,285 shares during the quarter. Apple comprises 2.5% of Mattern Capital Management LLC's investment portfolio, making the stock its biggest position. Mattern Capital Management LLC's holdings in Apple were worth $20,861,000 as of its most recent filing with the Securities & Exchange Commission. A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. Pinion Investment Advisors LLC raised its stake in Apple by 10.7% in the fourth quarter. Pinion Investment Advisors LLC now owns 17,211 shares of the iPhone maker's stock valued at $4,679,000 after purchasing an additional 1,664 shares in the last quarter. Peoples Bank OH grew its position in Apple by 3.6% in the fourth quarter. Peoples Bank OH now owns 18,959 shares of the iPhone maker's stock valued at $5,154,000 after acquiring an additional 650 shares during the last quarter. Sava Infond d.o.o. grew its position in Apple by 4.3% in the fourth quarter. Sava Infond d.o.o. now owns 89,475 shares of the iPhone maker's stock valued at $24,325,000 after acquiring an additional 3,695 shares during the last quarter. Approach Retirement Advisors LLC bought a new position in Apple in the fourth quarter valued at about $333,000. Finally, Solidarity Wealth LLC grew its position in Apple by 0.9% in the fourth quarter. Solidarity Wealth LLC now owns 199,720 shares of the iPhone maker's stock valued at $54,296,000 after acquiring an additional 1,788 shares during the last quarter. Institutional investors and hedge funds own 67.73% of the company's stock. Get Apple alerts: Sign Up Apple Price Performance Apple stock opened at $308.82 on Monday. The stock's 50 day moving ave...

Impax Asset Management Group plc lessened its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 1.5% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 368,237 shares of the iPhone maker's stock after selling 5,656 shares during the period. Impax Asset Management Group plc's holdings in Apple were worth $100,109,000 as of its most recent SEC filing. Several other hedge funds have also bought and sold shares of AAPL. Norges Bank bought a new stake in Apple during the second quarter valued at about $38,942,255,000. Nuveen LLC bought a new stake in Apple during the first quarter valued at about $17,472,482,000. Laurel Wealth Advisors LLC grew its holdings in Apple by 20,464.8% during the second quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker's stock valued at $5,553,753,000 after purchasing an additional 26,937,401 shares during the period. Northern Trust Corp grew its holdings in Apple by 13.3% during the fourth quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker's stock valued at $42,918,365,000 after purchasing an additional 20,079,472 shares during the period. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its holdings in Apple by 14.3% during the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 104,706,358 shares of the iPhone maker's stock valued at $26,220,566,000 after purchasing an additional 13,137,968 shares during the period. Institutional investors own 67.73% of the company's stock. Get Apple alerts: Sign Up Insider Buying and Selling In other Apple news, insider Ben Borders sold 1,274 shares of the company's stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $290.00, for a total transaction of $369,460.00. Following the sale, the insider directly owned 38,713 shares in the company, valued at $11,226,770. This represents a...

Pinion Investment Advisors LLC lifted its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 10.7% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 17,211 shares of the iPhone maker's stock after purchasing an additional 1,664 shares during the period. Apple comprises 1.1% of Pinion Investment Advisors LLC's holdings, making the stock its 25th biggest holding. Pinion Investment Advisors LLC's holdings in Apple were worth $4,679,000 as of its most recent SEC filing. Several other hedge funds also recently made changes to their positions in the business. First National Bank of Hutchinson increased its position in shares of Apple by 24.6% in the fourth quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker's stock worth $8,845,000 after acquiring an additional 6,982 shares in the last quarter. Eagle Capital Management LLC increased its position in shares of Apple by 0.5% in the fourth quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker's stock worth $13,544,000 after acquiring an additional 272 shares in the last quarter. Brighton Jones LLC increased its position in shares of Apple by 14.8% in the fourth quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker's stock worth $134,554,000 after acquiring an additional 69,207 shares in the last quarter. Revolve Wealth Partners LLC increased its position in shares of Apple by 4.2% in the fourth quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker's stock worth $16,742,000 after acquiring an additional 2,695 shares in the last quarter. Finally, Highview Capital Management LLC DE increased its position in shares of Apple by 2.4% in the fourth quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker's stock worth $12,587,000 after acquiring an additional 1,155 shares in the last quarter. Institutional investors an...

Nkcfo LLC grew its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 5.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 65,375 shares of the computer hardware maker's stock after purchasing an additional 3,500 shares during the period. NVIDIA makes up 3.5% of Nkcfo LLC's portfolio, making the stock its 9th biggest holding. Nkcfo LLC's holdings in NVIDIA were worth $12,192,000 at the end of the most recent quarter. A number of other hedge funds have also recently made changes to their positions in NVDA. Longfellow Investment Management Co. LLC grew its position in shares of NVIDIA by 47.9% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker's stock valued at $33,000 after purchasing an additional 67 shares in the last quarter. Spurstone Advisory Services LLC purchased a new position in shares of NVIDIA during the 2nd quarter valued at $40,000. Sellwood Investment Partners LLC purchased a new position in shares of NVIDIA during the 3rd quarter valued at $50,000. Networth Advisors LLC purchased a new position in shares of NVIDIA during the 4th quarter valued at $51,000. Finally, EDENTREE ASSET MANAGEMENT Ltd purchased a new position in shares of NVIDIA during the 2nd quarter valued at $54,000. 65.27% of the stock is currently owned by hedge funds and other institutional investors. Get NVIDIA alerts: Sign Up Key Headlines Impacting NVIDIA Here are the key news stories impacting NVIDIA this week: NVIDIA Price Performance Shares of NASDAQ:NVDA opened at $215.33 on Monday. NVIDIA Corporation has a 52-week low of $129.16 and a 52-week high of $236.54. The firm has a fifty day moving average of $196.10 and a 200 day moving average of $188.93. The firm has a market capitalization of $5.21 trillion, a PE ratio of 32.98, a price-to-earnings-growth ratio of 0.67 and a beta of 2.25. The company h...

据卡塔尔半岛电视台25日援引伊朗塔斯尼姆通讯社报道，伊朗外交部发言人巴加埃表示，由于赴美签证问题，伊朗外长阿拉格齐将不会参加在纽约举行的联合国安理会会议。(环球网) 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。

韩国《中央日报》25日报道，随着半导体行业进入上行周期，SK海力士和三星电子芯片部门的一线员工有望获得巨额奖金。在这一背景下，韩国专科大学教育协会数据显示，今年选择职业院校的人数创下2500人的新高，同比增加23%。一名自称20多岁、在SK海力士公司生产线上工作的网友在职场论坛上留言说，他选择了一条“性价比最高”的职业道路：从职业高中一毕业就进入这家半导体“大厂”工作，“日子过得很滋润”。一名去年才离开这家企业的就业顾问说，“就连本科毕业生也认真考虑应聘SK海力士生产线岗位”，一些专业毫不相干的人也来应聘。（新华社）

格隆汇5月25日｜有投资者在互动平台向中钢洛耐提问：贵司的氧化铝、碳化硅等产品理论上可应用于芯片散热结构或封装基板，目前是否有能满足纳米级精度和电磁兼容性要求的产品面世呢？ 中钢洛耐回复称，公司生产的氧化铝、碳化硅产品目前主要用于冶金、有色、环保等生产领域的特种高温热场，未应用于芯片散热结构或封装基板。

逐际动力LimX Dynamics正式发布全尺寸交互人形机器人（886069）LimX Luna，定义商业交互人形机器人（886069）新品类，让具身智能的运动兼具力与美，更能够被创作、被定义，具备个性化内容生产和持续运营能力。据了解，LimX Luna面向商业服务打造，身高160cm，具备27个机身自由度(不含末端执行器)，集高动态运控与多模态交互于一体，并支持视频学舞、零代码任务编排与智能群控，成为商场、景区、展会等商业空间新一代的内容与流量载体。(人民财讯)

格隆汇5月25日丨一位大型商社前负责人表示，日本最早可能在6月底面临石脑油衍生化工产品短缺，这一判断与政府认为供应可支撑至明年的说法形成鲜明对比。他补充称，尽管美国等国家已成为日本替代采购来源之一，但继续自美国大规模购入石脑油“并不现实”，问题的深层程度也远超政府此前提及的物流瓶颈。

格隆汇5月25日｜有投资者在互动平台向精进电动提问：请问一季度营收环比下降65%的主要原因是什么？精进电动回复称，一季度营收环比下降的原因主要是一季度国内市场新能源乘用车市场总体下行，客户需求降低，使得公司主要客户订单也减少所致。公司将全力经营提质增效，力争以良好业绩回馈广大投资者。

格隆汇5月25日｜长江证券研报指出，中国船舶25年全年实现归母净利润78.48亿元，同比+86%；26Q1实现归母净利润48.32亿元，同比+251.64%。25 年&26Q1公司营收稳健增长，业绩加速高增，主要系公司手持订单结构升级，交付的民品船舶数量、价格同比提升，叠加成本管控效率提升，盈利能力增强。26年初以来船舶行业景气度持续，对于后续，旧船更新替换、双燃料等绿色船舶需求持续增长，全年来看新造船市场景气度有望继续上行。全年来看，考虑并表中国重工的影响，预计2026-2028年公司分别实现归母净利润183.3亿元、252.1亿元、310.4亿元，对应PE 分别为16、11、9倍，维持“买入”评级。

格隆汇5月25日｜瑞银将联合健康的目标价从410美元上调至460美元，维持“买入”评级。(格隆汇)

文章提及标的 中芯国际 -- 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。

一个互联网帝国，开始从城市里撤退 飞机低低地掠过前海上空，轰鸣声盖住了海风。Pie下意识地望向窗外，他刚搬到“企鹅岛”不久，却已经习惯了两三周出一次岛，自称悲观的他，眼下最重要的课题，是“从被工作占满的生活里找意义”。 岛上的风很大，四面无遮挡。天气好的时候，太阳会直直晒下来；台风天，风又会从海边灌进来，吹得人站不稳。用Pie的话说，“有一种孤悬海外的感觉。” 五年前，这里还是大铲湾的一片海。2021年，腾讯宣布斥资319亿，填海造陆，又盖上了楼。于是，一座新的互联网园区慢慢浮出海面。 目前已建设完成的腾讯深圳总部项目04街区，包含三座相互联通的腾云中心，以及六座云海大厦办公楼。图片来源：深圳发布 这背后当然有诸多现实考量：85.2亿元底价拿下大铲湾地块，绕开了陆地拆迁的高额补偿；宝安区政府提供了税收与配套支持；深圳也同步推进桥梁、隧道与地铁建设，将整座岛接入城市系统。 但无论如何，这件事在员工心里，形成了某种大厂时代遗留下来的更具象征意味的表达——“买下一座岛给员工”。这很微妙，它足以使很多人一边抱怨通勤、风大、没车位，一边悄悄为被公司“承包一切”而自豪。 2025年底起，腾讯IEG（互动娱乐事业群）的员工开始陆续“登岛”。 去年十一月，魔方率先迁入；今年农历新年前，光子紧随其后。四大自研工作室群中，天美去年已迁至前海腾讯数码大厦，北极光远栖上海滨江。其余仍在科兴的IEG部门，五月底前全部上岛。按照规划：云海一栋是魔方，二栋是光子，三栋是发行线、IEGG、中台、公线，四栋是子公司，五栋是外包。 魔方登岛 来源：小红书 连搬迁顺序里都充斥着腾讯式的都市传说：有人说，魔方最早搬，是因为“属水”；光子则一度不情愿——他们专门找人算过，科兴“更旺”自己。 光子登岛 来源：小红书 总之，加上PCG等其他事业群，首批登岛将超过3.5万人，未来总容纳量超过8万。 发行线登岛 来源：小红书 过去二十年，中国互联网公司始终是“嵌入城市”的。 腾讯在深圳科兴，网易在杭州滨江，米哈游在上海漕河泾，字节在北京知春路。那些地方不仅有大厂，还有外包团队、创业公司、MCN、猎头、24H咖啡店、夜宵摊，以及凌晨一点仍然堵在路边等单的网约车。它们共同构成了一种开放、混杂、不断流动的互联网街区生态。 但企鹅岛不同。 人们提到它，总会联想到苹果园区、任天堂总部，甚至更像科技公司版“机关系统”，它不只是...

SpaceX IPO: What Retail Investors Need To Know According to a Reuters report in March that cited anonymous sources familiar with the matter, SpaceX was reportedly mulling allocating up to 30% shares for retail investors, which, according to the report, was over three times the typical size of a retail offering. Robinhood and Sofi In a post on X on Sunday, influencer and Tesla investor Sawyer Merritt shared information about the terms and conditions for investing in the IPO via the listed platforms in the prospectus. For Robinhood and Sofi, there was no minimum account balance required to participate in the IPO. However, Robinhood users participating must have enough balance to cover the amount of the shares requested by the users and have an individual brokerage account. Robinhood users also need to ensure that the IPO access option is enabled on the account. Do note that requesting shares does not guarantee allocation and that prospective buyers on Robinhood would place a “conditional offer to buy” (COB) on the shares. “The number of shares you request factors into how many you actually get, but it doesn't affect the likelihood that you'll get any allocation,” the post said. For Sofi, investors need to have an active “Self-Directed Invest” account and request shares once the IPO kicks off via an “indication of interest” in the IPO. Users would also be required to complete an IPO suitability questionnaire before participating, the post said. E-TRADE Users E-TRADE users would also need to have funds that can cover the amount of shares requested via a conditional offer to buy. The post did outline that many COBs could be denied allocation as demand for SpaceX would be “very high” and that the allocations could “be significantly smaller than the size of shares requested in a customer’s COB.” Charles Schwab, Fidelity Conditions Retail investors wanting to participate in the IPO via the Charles Schwab platform would require a minimum of $100,000 in funds, including indiv...

The overall predicted ranking, using all 35 predictions was: Liverpool (121 points) Arsenal (90) Man City (83) Chelsea (46) (Using a system of four points for a first place, three points for second, two points for third and one point for fourth) This season's Premier League predictions were unusual for having only four teams feature - the same ones who had finished in the real top four in 2024-25. The last time there such little variation from our pundits was before the 2015-16 season, when 29/30 pundits went with the same four teams - and let's just say everyone got a BIG shock that year. Manchester United and Villa qualify as the surprise packages this year, although not quite on the same scale. Some context is needed, however. Liverpool went into the final day with a chance of finishing fourth, but already knew fifth place would get them into next season's Champions League. That race was part of the point of this exercise because, as well as wondering who would win the title, we wanted to know who everyone thought would earn a place at European football's top table too. At the start of the season, only the top four were certain of that. In April, it was confirmed that the team finishing fifth would make it too - so let's give our pundits some credit for saying Arne Slot's side would qualify. There were a few other honourable mentions, too. While no-one had Manchester United in their top fours, Wayne Rooney made a point of saying they would finish fifth and Danny Murphy also thought they would be right in the mix. The same applied to Villa, with Steph Houghton saying they were the team most likely to break into the top four this time. A little further out was Chris Waddle, who went with Chelsea to finish champions. And while Upson did the best when it came to picking the top two, he also thought Spurs would finish "top of the chasing pack". That didn't quite happen, did it?

“理性升级”与“需求重构”已成为共性。 在经济的波动中，消费市场正在变得越来越理性，其需求也在随着技术变革等多重因素发生结构性调整。 最近发布的《埃森哲中国消费者洞察》显示，55-65岁“新银发”群体主动规划人生，拥抱悦己与数字生活；Z世代追求“确定性”，平衡当下快乐与长期安全；高收入群体则更加理性积极。尽管代际特征各异，但“理性升级”与“需求重构”已成为共性。 埃森哲大中华区Song事业部总裁王怡隽表示，无论是银发群体还是Z世代，中国的消费者偏好、行为和价值锚点正经历巨大的变化。消费者对自我和美好生活有了更清晰的认识，健康、财富和家庭的重要性进一步提升。他们一方面更加理性，更少受到品牌单方面营销的影响，愿意为真正的产品价值和品质付费，另一方面更乐于追求美好体验，体现自我的价值。理性与情感并行的新消费观，正在嵌入消费领域的方方面面。 在这种趋势变化下，企业应该怎么做？ 上述报告提出，企业面临的新课题是“既要情感共鸣，也要智能驱动”。 王怡隽解释说，随着AI（人工智能）工具开始全面融入消费者的日常、成为购物决策的重要接触点，企业应善用“左脑”，用AI能理解的方式来优化产品和服务的深度洞察与快速响应，持续追踪并预判消费者需求的变化，助推消费者的决策。同时，也要运用“右脑”，以可信的方式建立与消费者的情感联结，重塑客户体验与消费旅程。 这意味着，企业一方面要继续在生活中探索AI，让新功能、新产品和新服务成为主流，一方面也要优化品牌，提高产品与顾客的情感连接与智能驱动，而体验、专业和品质仍然是企业取胜的关键。 其中，上述《报告》显示，Z世代对于风险、试错与情绪消耗更加敏感。因此企业需要从制造声量转向建立信任，通过稳定创新提供一致体验，以真实互动为日常情绪支点，嵌入生活场景，支持独处与小圈层链接，并利用AI提升服务的精准度和可预测性。 “非品牌化的竞争会变得越来越激烈。”王怡隽说，在供大过于求的大背景下，企业不应继续“卷”供应链，而是要找到自身的独特点，并为这种独特点筑起壁垒，挖掘出适合的人群及其尚未被满足的需求。只有树起标杆，具有“人无我有”的特色，才能够具备价值感。

國家主席習近平在北京會見來華進行正式訪問的巴基斯坦總理夏巴茲。外電報道，習近平稱夏巴茲為「老朋友」，表示兩國傳統友誼牢不可破，中方將巴基斯坦置於周邊外交優先方向，又讚揚巴基斯坦在中東和平斡旋的建設性角色。

新通教育创始人麻亚炜坦诚分享了过去五年的转型历程——从数字化基建到全员AI Must，从AI in All到AI Native新业务。她的实践证明：传统企业拥抱AI，最难的不是技术，而是让战略从董事会走到一线。 麻亚炜将AI转型划分为四个递进阶段： 第一阶段（2021-2022）：数字化基建 完成底层数据与系统架构的夯实，为AI应用奠定坚实基础。 第二阶段（2023-2024）：AI Must 战略落地 通过全员公开课普及认知、孵化标杆小组树立典范、赴哈佛与斯坦福验证产品，将AI从"命令"转化为"共识"。 第三阶段（2025）：AI in All 深度嵌入 将AI融入所有关键业务流程，构建覆盖全链路的"AI全家桶"与数字员工体系，实现效率与体验的双重跃升。 第四阶段（2026）：AI Native 原生创新 以AI原生思维开辟全新业务赛道，完成从"工具赋能"到"基因重塑"的质变。 核心启示： 真正的AI转型，不是技术的堆砌，而是组织共识的构建与战略意志的穿透。 以下为演讲内容，经36氪整理编辑： 麻亚炜丨新通教育集团创始人&董事长 大家下午好，非常高兴受36氪的邀请，在这里跟大家分享我们作为一家教育集团，在传统教育赛道上如何用AI重构增长。 这是我第一次来到36氪的现场，跟过往的分享场景不太一样，今天看到了非常多的创业者。在创业者角色上会有两种非常明显的差别：第一种，你可能结束了商业模式，结束了你的公司，把它变成一笔钱，拿上钱和资源去重新面对AGI挑战，重新开始新的生意或者探索新的赛道。第二种，我们既是企业的创始人，在面对AGI挑战、需要做新的增长的同时，身上依然有比较大的负担——在过去十年、二十年甚至更长的时间里，伴随中国经济增长过程，积累着传统资源、传统产品、传统团队、传统组织。这是大部分创业者或者持续成功的创业者一定会碰到的问题，大概率不会一件事结束后你才开始另一件事。 今天的主题是“用AI重构增长”，希望跟大家分享两个部分的内容：第一，如果你和我一样，有传统业务依然在持续运营中谋求更高效率的增长，我们可以怎样做；第二，我们同时不想放弃在新的增长部分用AI Native的方式去做，或许可以用什么样的探索方式。这是想跟大家分享的两块内容。 36氪聚集了大量高科技、科技企业，新通教育并不是大家非常熟悉的名字。今年是新通教育成立30周年，过去30年我们主要做一件事，...

Company Logo Smart Home Market Surges as AI, Energy Efficiency, and IoT Drive Modern Living Trends Smart Home Products Market Smart Home Products Market · GlobeNewswire Inc. Dublin, May 25, 2026 (GLOBE NEWSWIRE) -- The "Smart Home Products Market Opportunity, Growth Drivers, Industry Trend Analysis, and Forecast 2026-2035" has been added to ResearchAndMarkets.com's offering. The Global Smart Home Products Market was valued at USD 169 billion in 2025 and is estimated to grow at a CAGR of 8.5% to reach USD 385 billion by 2035. The market is witnessing strong momentum as consumers increasingly prioritize energy-efficient, connected, and automated home solutions. The integration of renewable energy with smart home systems is emerging as a key driver, enabling sustainable living and reducing reliance on conventional power sources. Innovations in voice recognition, AI, and intelligent device interoperability are transforming how homeowners interact with their living spaces, creating convenience, safety, and energy optimization. Rising awareness of green building standards and smart energy management is further fueling adoption. Smart home technologies now encompass security, lighting, climate control, and health-focused devices, all connected through intuitive platforms that provide seamless control, monitoring, and predictive functionality. The combination of convenience, sustainability, and advanced technology is positioning smart home products as a core part of modern residences globally. The smart security and monitoring systems segment held a 25.3% share, generating USD 42.8 billion in 2025. These solutions are highly sought after due to growing safety concerns and the expanding adoption of connected IoT devices. Homeowners benefit from real-time alerts, cloud video storage, and remote monitoring capabilities, enabling proactive security management. The wireless protocols segment held an 85% share, generating USD 143.6 billion in 2025. Popular IoT standards such as W...

格隆汇5月25日｜据大湾区之声，澳门特区政府治安警察局发布消息称，截至24日24时，今年澳门累计通关总客流量突破1亿人次，比去年通关客流破亿人次的时间提前14天，再次刷新年度通关量最快破亿纪录。其中，关闸口岸累计已有超过5000万人次通关，青茂口岸、横琴口岸及港珠澳大桥澳门口岸的通关客流量也先后突破1000万人次。

RomanBabakin Huawei Technologies said that its high-end chips will have transistor density equivalent to 1.4-nanometer processes by 2031, marking China's efforts ‌to overcome U.S. sanctions that have made it difficult for Chinese firms to develop advanced chips. At the 2026 IEEE International Symposium on Circuits and Systems, or ISCAS, He Tingbo from Huawei delivered a keynote speech titled New Semiconductor Path in Practice . In her speech, she presented the Tau (τ) Scaling Law, a new principle for guiding the future development of the semiconductor industry. The Chinese tech giant said that the law proposes replacing geometric scaling with time (τ) scaling as a new guiding principle for the evolution of both semiconductors and electronic systems. Huawei noted that, based on this law, it has developed core technologies like LogicFolding. The Kirin chips scheduled to launch later this year will be the first ever to adopt the LogicFolding architecture, which will considerably enhance the chips' performance, according to the company. "By 2031, the high-end chips HUAWEI designs based on the τ Scaling Law are expected to feature a transistor density that is equivalent to 14 Å (1.4 nm) processes," said the company in a press release on Monday. For a broader comparison, the world's largest chipmaker Taiwan Semiconductor Manufacturing ( TSM ) currently uses a 2 nm (N2) manufacturing technology and plans to use the 1.4 nm process for mass production ⁠in 2028. Huawei said that, based on the new principle, innovative technologies such as LogicFolding can be used to continuously compress signal propagation delay and steadily improve transistor density, which will drive the ongoing evolution of semiconductors and electronic systems. "No single company can independently find all the answers along the path of semiconductor evolution. With the τ Scaling Law, we look forward to working closely with scientists, engineers, and industry partners around the world to drive the sustaina...