格隆汇5月25日｜有投资者在互动平台向天奈科技提问：2024年底至2025年初，公司多次表示单壁碳纳米管将成为新增长引擎，预计2025年实现大规模量产，全年单壁浆料出货目标7000吨，粉体产能年底达到100吨。2026年初公司表示单壁产品排产饱满，一季度排产超3000吨。单壁碳纳米管放量进度与宣传预期差异巨大。公司单壁碳纳米管产能与出货量情况到底怎么样？ 天奈科技回复称，公司总规划450吨锂电池高效单壁纳米导电材料项目将分三期建设，每期规划150吨产能。目前第一期项目基本建设完工，设备陆续进场安装调试，预计二季度投产并陆续爬坡。随着产能建设的推进，预计2026年的年化产能为80-100吨左右。

神舟二十三號載人飛船凌晨順利與中國太空站交會對接，航天員乘組完成「太空會師」，黎家盈成為首位港產航天員進駐太空站。 神舟二十三號飛船進入軌道後，採用3.5小時自主快速交會對接。據中國載人航天工程辦公室消息，神舟二十三號於今日凌晨2時45分，成功對接中國太空站天和核心艙徑向端口。 及至凌晨5時13分，港產航天員黎家盈，及其餘兩名航天員朱楊柱及張志遠，從飛船進入核心艙，與神舟二十一號乘組張陸、武飛及張洪章，在太空站聚首一堂。然後來六人來個大合照，共同向外界報平安。 這是中國航天史上第八次「太空會師」，亦是太空站首次有來自香港的航天員進駐。兩個乘組會一同在太空站生活約一個星期，進行在軌「換更」，完成交接儀式。 神舟二十三號乘組駐留期間，會進行百多項太空科學實驗，包括由香港科大研發、檢測碳排放的天韻相機，並會多次出艙，完成艙內外設備安裝、調試及維護維修等任務。 搭載神舟二十三號飛船的長征二號F遙二十三運載火箭，周日晚在酒泉衛星發射中心發射升空。逃逸塔、助推器及整流罩等，先後與火箭分離。之後「船箭分離」，神二十三飛船進入預定軌道。 執行今次任務的乘組包括首位港產航天員，亦是中國首位女載荷專家黎家盈。黎家盈坐在畫面最右邊。 神舟二十三號航天員黎家盈說：「03感覺良好。」 香港人的太空夢，這一刻終於成真。 酒泉衛星發射中心相關負責人李本琪表示：「我宣布，神舟二十三號發射任務取得圓滿成功。」 23年前，中國首次實現載人航天飛行；23年後，來到神舟二十三號，香港人在國家航天事業不再只是旁觀者，而是能親身參與其中，一飛沖天。

格隆汇5月25日｜吉林证监局发布消息，经查，中金财富证券长春市长春大街证券营业部存在三项问题：一是考核激励不当，对员工的绩效考核将基金销售收入作为主要考核指标，绩效考核与新开户数量、客户交易量直接挂钩。二是对从业人员及其配偶、利害关系人投资行为申报和监控管理不到位。三是未有效履行投资者适当性管理职责。鉴于此，吉林证监局依据有关规定，对该营业部采取责令改正的行政监督管理措施。同时，吉林证监局披露，周某作为证券从业人员，在上述营业部任职期间，存在借用他人证券账户买卖股票，委托证券经纪人以外的个人从事客户招揽活动，诱导客户提升风险承受能力评估等级等问题。吉林证监局决定对周某采取出具警示函的监督管理措施。

The desperate search for seven villagers in Laos prospecting for gold who became trapped deep inside a flooded cave entered a sixth day on Monday, with the incident highlighting how surging prices have sparked a rush for the precious metal despite risks in unstable hillside mines. Thai cave rescue teams have joined the mission at the cave in central Xaysomboun province, posting harrowing images on social media of the conditions, which include crawling through a flooded, narrow tunnel leading to a mountainside. The trapped group is believed to have entered last week. Three members of the group were found dead earlier after a landslip caused by heavy rains struck the cave. Advertisement The remaining seven are believed to have retreated further inside, with rescuers posting images online showing the treacherous conditions required to reach them, including navigating an impossibly narrow flooded channel. It is unclear if any contact has been established with the group. They are likely hundreds of metres inside the mountain, according to the Mettadham foundation, also known as the Society of Kindness, a Thai NGO that carries out humanitarian rescue work. Advertisement The main challenge is entering through the “extremely narrow’’ flooded tunnel, where the room to breathe above the muddy water was only about “60cm [23 inches] in height”, the foundation said in a social media post on Monday.

Clearstead Advisors LLC boosted its stake in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 16.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 46,773 shares of the electric vehicle producer's stock after buying an additional 6,746 shares during the quarter. Clearstead Advisors LLC's holdings in Tesla were worth $21,035,000 at the end of the most recent quarter. Get Tesla alerts: Sign Up Other institutional investors have also bought and sold shares of the company. Networth Advisors LLC acquired a new position in Tesla in the fourth quarter worth $26,000. Chapman Financial Group LLC acquired a new position in Tesla in the second quarter worth $26,000. Davidson Capital Management Inc. boosted its stake in Tesla by 79.4% in the fourth quarter. Davidson Capital Management Inc. now owns 61 shares of the electric vehicle producer's stock worth $27,000 after purchasing an additional 27 shares in the last quarter. Prism Advisors Inc. acquired a new position in Tesla in the fourth quarter worth $30,000. Finally, Turning Point Benefit Group Inc. acquired a new position in Tesla in the third quarter worth $30,000. Institutional investors and hedge funds own 66.20% of the company's stock. Insider Transactions at Tesla In related news, Director Kathleen Wilson-Thompson sold 26,409 shares of the company's stock in a transaction dated Thursday, April 30th. The stock was sold at an average price of $378.11, for a total value of $9,985,506.99. Following the completion of the sale, the director owned 48,399 shares in the company, valued at approximately $18,300,145.89. This represents a 35.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Vaibhav Taneja sold 3,000 shares of the company's stoc...

格隆汇5月25日｜有投资者在互动平台向普冉股份提问：光模块作为AI算力的重要组成部分，公司存储芯片在光模块领域的应用情况如何？普冉股份回复称，公司NOR Flash、EEPROM均可用于光模块固件存储、参数配置、校准数据存储，适配光模块应用需求，相关业务具体落地进展及落地规模、营收占比等经营数据请以公司官方披露公告为准，敬请投资者理性看待。

Clearstead Advisors LLC lowered its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 2.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 210,669 shares of the enterprise software provider's stock after selling 5,696 shares during the quarter. Clearstead Advisors LLC's holdings in Oracle were worth $41,062,000 at the end of the most recent quarter. Get Oracle alerts: Sign Up A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. Vanguard Group Inc. grew its stake in Oracle by 3.5% during the fourth quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider's stock worth $34,070,674,000 after buying an additional 5,841,584 shares during the last quarter. American Century Companies Inc. grew its stake in Oracle by 333.7% during the third quarter. American Century Companies Inc. now owns 5,238,006 shares of the enterprise software provider's stock worth $1,473,137,000 after buying an additional 4,030,382 shares during the last quarter. Amundi grew its stake in Oracle by 32.9% during the third quarter. Amundi now owns 9,636,090 shares of the enterprise software provider's stock worth $2,809,609,000 after buying an additional 2,385,556 shares during the last quarter. SG Americas Securities LLC grew its stake in Oracle by 921.6% during the fourth quarter. SG Americas Securities LLC now owns 2,311,815 shares of the enterprise software provider's stock worth $450,596,000 after buying an additional 2,085,514 shares during the last quarter. Finally, Assenagon Asset Management S.A. grew its stake in Oracle by 456.6% during the fourth quarter. Assenagon Asset Management S.A. now owns 2,291,058 shares of the enterprise software provider's stock worth $446,550,000 after buying an additional 1,879,448 shares during the last quarter. Institutional investors own 42.44% of the compa...

Big tech companies have a habit of offering something for free, watching the user base grow, and then quietly walking it back once people are too invested to leave easily. A bait-and-switch, so to speak. Redis did exactly this back in March 2024, dropping its long-standing BSD license for the more restrictive dual licensing model, and the blowback was severe enough that the community forked it into Valkey almost immediately. Linux tends to get hit hardest by these moves. Its comparatively smaller user base means less commercial pressure, making it an easy target to throw under the bus whenever companies feel like cutting costs or boosting profits. One such case has now surfaced that will make you wonder if this particular company's decision was really shortsighted or is just a cash grab. It doesn't make sense! Vivado is AMD's design suite for its FPGAs and adaptive SoCs. It is what engineers, students, and hardware hobbyists use to write, synthesize, and test their FPGA designs. Until now, it has been available for free on both Windows and Linux under what AMD called the Standard Edition. Starting with the 2026.1 release, AMD is switching to a tiered licensing model. The free Basic tier covers entry-level devices but is restricted to Windows only. Linux support does not show up until the "Core" tier, which costs somewhere between $1,200-$1,800 per year. AMD framed all of this on its download page as a move toward more flexible licensing. On its dedicated licensing options page, the company told free-tier users the only thing changing was a simple annual license renewal. That's not all. 🤷 When users went to AMD's support forum asking for an explanation, forum moderator Anatoli Curran showed up in the thread. His first order of business was to warn people about "bad language or abusive behaviour towards AMD," before getting around to addressing anything of substance. When pushed for a real answer, Anatoli pointed unhappy users toward Vivado 2025.2, suggesting they sim...

格隆汇5月25日｜有投资者在互动平台向精进电动提问：我们船项目的驱动器又在国内和国外应用吗，目前有供货吗？精进电动回复称，公司船用驱动系统主要为海外项目，目前还处于研发阶段。

一波三折，世界杯终于要来了。 本届世界杯可以说是全面扩张——由美国、加拿大、墨西哥三国联合举办，首次扩至48支球队，总场次增加到104场，赛程更是横跨39天，预计将吸引全球超过50亿观众。 但对于品牌来说，这场全球级别的“流量盛宴”正在变得挑战重重：入场门槛不断拉高；流量虽多，但却分散，多国家、多平台、多场次摊薄注意力；对中国品牌而言还面临着必须熬夜的观赛时间问题，除了凌晨三点踢决赛（北京时间7月20日凌晨3点），其他赛事也都在0点以后，无疑会流失很多非球迷型普通观众。 显然，这届世界杯是“史上规模最大”的，但同时也是变数最多、品牌营销难度最高的。 扩军的“正反面”：延长热度，还是稀释价值？ 这届世界杯最大卖点之一，是首次扩军至48支参赛队伍，赛事周期从以往的20多天被拉长到39天，创下历届之最。在国际足联的设想里，扩军、增加比赛数量能丰富赛事内容、延长赛事热度，带动更多区域流量。 但落地到品牌营销层面，这场规则变革带来的影响相当复杂。 首先要明确的是， 顶级体育IP的核心竞争力，很大程度来自稀缺性与高密度情绪价值。 改制前的世界杯比赛周期压缩在一个月内，黑马崛起和传奇谢幕交替上演，场内对决和场外话题轮番轰炸公众视野，能最大限度聚拢全民注意力，形成“短时间、高爆发、高粘性”的传播热潮，这也是品牌营销能够快速出圈、高效转化的重要基础。 如今赛程拉长，大量新面孔、“注水”赛事掺入，精彩度、话题度必然会打折扣。在注意力本就高度碎片化的互联网环境中，“世界杯”也难免让人陷入疲惫。 2026世界杯赛程 图源：央视体育 此外， 赛程变革还打乱了品牌的营销布局节奏。 经过多届赛事锤炼，品牌早已摸清了前期预热、调动公众情绪、铺排热点的规律，但现在这些经验很可能不再适用。 比如后程发力策略，以2024年欧洲杯为例，根据懒熊体育和数字品牌榜联合发布的数据，蚂蚁集团在赛事中后段投放内容增长约3.3倍，伊利、vivo、比亚迪等品牌也遵循这一策略，赛事高潮阶段集中发力。 但面对长达39天的超长周期，需要准备多少物料、运营资源才能覆盖整届赛事，高潮到底什么时候才会到来，没有经验可借鉴的品牌们也只能大胆试错了。 时间与空间的“先天制约”：熬夜难倒“中登”，清晨开赛考验打工人 如果说扩军带来的热度分散是一个未知变数，那么时差导致的观赛困境，就是可预料的“先天短板”。 根据赛程安排，本届美加墨世界杯...

格隆汇5月25日｜有投资者在互动平台向三孚新科提问：请问公司玻璃基板及MSAP业务相关情况进展如何？三孚新科回复称，mSAP方面，公司mSAP部分制程专用化学品已在头部PCB客户端上线应用，且已有头部PCB客户mSAP电镀设备订单。玻璃基板电镀方面，公司子公司明毅电子已为下游板级扇出封装和玻璃芯板制造客户提供玻璃基板电镀铜专用设备，公司将在工艺、材料及设备方面与战略客户进行深入研发合作。

(RTTNews) - Jardine Matheson Holdings Limited (J36.SI, JAR.L) has agreed to acquire a 100% interest in I-MED Radiology Network, specialized in diagnostic imaging and teleradiology based in Australia, from funds advised by Permira, acting through their UK platform, and other existing shareholders for a total enterprise value of A$3.4 billion. The transaction also includes I-MED's minority interest in Harrison.ai. I-MED operates an integrated network of 215 diagnostic imaging clinics across metropolitan and regional communities in Australia and New Zealand. Jardine expects the deal to be underlying earnings per share neutral in first full year from closing and accretive thereafter. Jardine's underlying EPS and dividend guidance for 2026 remain unchanged. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

格隆汇5月25日｜有投资者在互动平台向普冉股份提问：在AI服务器带来的存储需求增长中，公司有哪些产品可以受益？普冉股份回复称，AI服务器等算力基础设施建设对存储配套芯片需求持续提升，公司产品可适配部分配套应用场景。

格隆汇5月25日｜有投资者在互动平台向九号公司提问：请问割草机器人在美国是否上市？未来三年能否保持增长？九号公司回复称，公司割草机器人已经在美国上市销售。

Key Points Although Jerome Powell had the lowest dissent rate per meeting of any Fed chair since 1978, his final FOMC meeting was marked by a record four dissents. The Fed minutes from the April FOMC meeting point to a desired shift away from an easing bias, leaving the door open for rate hikes. The inflation outlook is worsening, leading to a potential double whammy for a historically expensive stock market. 10 stocks we like better than S&P 500 Index › Although Jerome Powell is no longer Fed chair (he still serves on the Board of Governors), his final Federal Open Market Committee (FOMC) meeting on April 29 was a doozy that may end up roiling the Dow Jones Industrial Average (DJINDICES: ^DJI), S&P 500 (SNPINDEX: ^GSPC), and Nasdaq Composite (NASDAQINDEX: ^IXIC). Over the last 48 years, no Fed chair has had a lower dissent rate per meeting than Powell. Yet, the outgoing head of the Fed's last meeting in charge was marked by a historic four dissents -- the highest number since 1992. Stephen Miran favored a quarter-point cut to the federal funds target rate, while Beth Hammack, Neel Kashkari, and Lorie Logan didn't support the inclusion of an easing bias statement by the FOMC. 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 » Following the release of the Fed minutes from the April meeting (i.e., a detailed record of the debates and insights from policymakers behind closed doors), we learned that this dissent may be far greater than the FOMC statement on April 29 led on. Did the FOMC just signal a major upcoming shift in monetary policy? The Fed minutes primarily paint a picture of patience, with policymakers preaching a wait-and-see approach. Given the persistent price stickiness of President Trump's tariffs on the goods sector and the energy price shock associated with the Iran war, the 12-person bo...

格隆汇5月25日｜国海证券研报指出，金田股份是全球铜加工龙头，AI算力业务快速放量。目前，公司具备显著的市场规模地位和全球化的产业布局，是国内产业链最完整、品类最多、规模最大的铜及铜合金材料生产企业之一。2025年，公司实现铜及铜合金材料总产量190.61万吨，占中国铜加工材综合产量比例为9%，铜材产量位居全球第一。一季度，公司收入侧展现良好增长趋势，盈利侧我们判断部分受铜价波动及产能爬坡等因素影响。随着公司高毛利产品在AI算力、新能源等板块的应用不断深化、产能持续爬坡以及原材料套期保值工具的应用，认为未来公司盈利能力有望持续改善。公司加速向AI算力价值升维，是全球液冷材料核心供应商；全球ESG浪潮驱动再生铜需求，公司卡位优势显著；稀土永磁方面，持续深耕，打造快速增长引擎，新能源方面，需求动力充足，公司具备份额技术双重优势。考虑到公司是全球铜加工龙头企业，同时向AI算力业务转型升级，首次覆盖，给予“买入”评级。

除了亚运与冠军之外，属于2026年的LOL电竞赛事关键词，恐怕还有“出海”。 早在今年3月，LCK CUP决赛落地中国香港，这是LCK联赛历史上首次将总决赛移师海外。 Riot Games亚太区业务发展与合作伙伴关系负责人朴元英在采访中表示：“虽然LCK以韩国为中心，且有许多韩国企业赞助，但通过分析各地区的观赛时间以及对内容的文化接受度，现在正是LCK向亚太地区扩张的合适时机。” 各大战队与明星选手纷纷响应。2025年，KRX战队（原DRX）将越南籍AD选手LazyFeel上调至一队首发，并迅速推出其个人周边产品。到了今年，KRX更是在越南河内举办了两场主场比赛，迎战明星战队HLE与GenG。5月初，刚刚豪取三冠王的人气选手Gumayusi，也宣布将在台北市举办个人粉丝见面会。 受益于庞大的国内市场基数，LPL的动作相对内敛许多。不过，刚刚获得常规赛第二赛段优胜者的BLG，也在5月初发布微博，特意感谢了越南观赛现场粉丝们的支持。韩援AD选手Viper的加入，2025年先锋赛夺冠的成绩，都让BLG在本土赛区以外的关注度得到了显著的提高。 东南亚、中国台湾……这些曾经拥有成熟本土赛区与电竞明星的小市场，由于近些年整体竞争力的下滑与游戏厂商的紧缩策略，赛事遭到了合并，越来越难支撑本土观众的喜爱。 俗话说，“人往高处走，水往低处流”，无论是人是水，大市场尽皆希望收入囊中。来自中国台湾的潜力新星hongQ本赛季在JDG表现亮眼，有望成为今年LPL竞逐全球荣誉的关键力量，相对应的，LPL和LCK的明星战队们在自身市场蓄水池趋满的情况下，也开始将东南亚和中国台湾的电竞观众视作为数不多的增量希望。 对电竞产业来说，比起没有足够好的成绩更致命的是没有足够好的收入。 来自LCP赛区的“失意者联盟” 2012年的英雄联盟全球总决赛上，来自中国台湾地区的TPA战队，捧起了至高荣誉的全球总冠军奖杯。 TPA战队的冠军具有里程碑式的意义，它促成了中国台湾地区《英雄联盟》的热潮，也让一批怀有电竞梦想的少年们走进职业赛场。2020年全球总决赛亚军辅助SwordArt就曾在采访中说过，是TPA的成功，让他下定决心走上电竞这条路。 从上世纪60年代起，经济飞速发展的中国台湾，一度与中国香港、韩国、新加坡并称“亚洲四小龙”。它们发展的核心，就是劳动密集型的加工产业，尤其是电子硬件的加工产业。在度过了大规...

格隆汇5月25日丨据财政部数据，4月份，全国共销售彩票540.73亿元，同比减少36.72亿元，下降6.4%，主要原因是去年同期即开型彩票销量基数较高，以及今年有关体育赛事活动减少导致竞猜型彩票销量下降。其中，福利彩票机构销售179.58亿元，同比减少12.17亿元，下降6.3%；体育彩票机构销售361.16亿元，同比减少24.55亿元，下降6.4%。1-4月累计，全国共销售彩票1980.33亿元，同比减少83.04亿元，下降4.0%。其中，福利彩票机构销售663.60亿元，同比减少40.91亿元，下降5.8%；体育彩票机构销售1316.72亿元，同比减少42.13亿元，下降3.1%。

“死了么”APP，融资了。 铅笔道独家获悉，最近，这款曾因名字过于“生猛”而引发关注的产品，已经完成新一轮融资，金额不到1000万元。目前，资金已经到账，公司近期将进行工商变更。 据创始人吕功琛向铅笔道透露，公司目前仅4人：线下2人、线上2人。过去几个月，杭州部分街道已经开始试点接入其产品，部分社区覆盖老人数量已超过千人。 与此同时，这家公司也完成了一件更重要的事：正式把名字改成了“在么在么”。“当初我们做过一次名称征集，大概收到了上万条建议。”在建议中，吕功琛最终选择了“在么在么”。 最初，“在么在么”瞄准的是独居女性安全场景，核心功能包括签到、失联提醒、一键求助等。但随着产品推广，团队发现，另一类需求正在快速增长——独居老人安全。 最早提出试点想法的，是杭州上城区。据吕功琛介绍，最初是上城区数据资源管理局主动发邮件联系团队，随后南星街道提出，希望将产品引入社区试点。 原因很现实。 南星街道老龄化率较高，大约45%的居民是老人。独居老人守护，一直是基层治理中的难题。 很多危险发生得非常快：摔倒、脑梗、心脏不适……真正危险的，往往不是事故本身，而是“没人知道”。 很多时候，等子女发现电话没人接、微信没人回，可能已经错过最佳处理时间。 而“在么在么”的核心逻辑，其实很简单：让老人每天“报个平安”。 老人可以每日签到；发生异常时，可以一键求助；社区工作人员收到提醒后，最快5分钟响应、15分钟上门。 “在么在么”产品界面（图源：上城发布） 据吕功琛介绍，目前杭州的试点，更多是街道、社区与团队共同推进，带有一定公益性质。“双方会各补贴一些，然后一起把这个事情推进下去。” 目前，单个社区已经接入上千位老人。“现在有些老人，会主动去找社区工作人员，说想安装这个应用。”吕功琛说。 为了进一步降低使用门槛，团队还在联合开发配套硬件。吕功琛将其形容为“类似安克录音豆”的极简设备，“你可以理解成用按钮控制”。 按照团队设想，未来它可以挂在老人脖子上，或者磁吸在家里固定位置。对于很多不熟悉智能手机的老人来说，一个按钮，往往比复杂APP更容易理解。 “在么在么”正在研发的产品（图源：上城发布） 目前，中国65岁以上独居老人数量已经超过数千万，而且仍在持续增长。很多过去依赖家庭内部解决的问题，正在逐渐社会化。 以下为铅笔道采访“在么在么”创始人吕功琛实录，经编辑整理： 铅笔道：为什么从“死了...

大公司： 番茄小说持续加强低质内容治理，5月处置低质书籍超15万本 36氪获悉，近日，番茄小说发布《关于加强低质内容治理公告》。公告显示，5月以来，番茄小说已累计处置低质书籍超15万本，其中拒绝签约低质书籍112706本，处置低质违规书籍40275本。 全国首单挂钩蓝色债券合约类信用衍生品交易落地山东 36氪获悉，据上海清算所，近日，在中国人民银行山东省分行指导和推动下，山东省成功落地挂钩蓝色债券的合约类信用衍生品交易。该业务是全国首单以蓝色债券为保护标的的信用风险缓释合约。 日本监管机构敦促上市公司将现金用于业务投资，而非提高股东回报 日本金融监管机构敦促国内上市公司将更多现金储备用于长期业务投资，而不是通过股票回购和提高股息来回馈股东。将企业和家庭持有的更多国家财富引导出来用于支持未来扩张，是日本首相高市早苗振兴日本经济计划的关键支柱之一。她长期以来一直批评企业资产负债表上积累的大量现金沉淀。 速卖通Brand+品牌出海计划正式开放韩国站 36氪获悉，速卖通Brand+品牌出海计划已正式开放韩国站点，今年速卖通在韩国的市场投入将激增至去年的三倍。此外，目前速卖通在韩国已实现50%的订单三日达。 多点数智联合灵心巧手成立灵美智能 36氪获悉，天眼查App显示，多点（深圳）数字科技有限公司、灵心巧手（北京）科技股份有限公司及深圳泰亿企业管理中心（有限合伙）5月21日共同出资设立“灵美智能数核（北京）科技有限公司”，三方分别持股51%、29%及20%。灵美智能数核（北京）科技有限公司法定代表人为张峰，张峰同时为多点数智联合创始人兼总裁。 新产品： 马斯克：Grok基础模型V9-Medium（1.5T）已完成训练 马斯克表示，Grok基础模型V9-Medium（1.5T）已完成训练。评估结果良好。在补充训练中加入了大量Cursor数据，后续还将继续添加。微调工作正在进行中，强化学习将于数日后启动。预计2至3周后正式发布。 投融资： “天机智能”完成10亿元融资 36氪获悉，据天机机器人官微，近日，广东天机智能系统有限公司正式完成10亿元B轮及B+轮融资，投后估值近百亿，跻身独角兽行列。本轮融资由高瓴创投、美团战投联合领投，腾讯、高榕创投、光合创投、纪源资本等联合跟投，高鹄资本担任独家财务顾问。本轮融资将主要用于技术研发、大规模量产，及全球销售网络建设。 “蓝点触控”完成...

格科微公告，截至公告发布日，公司5000万像素图像传感器产品已累计实现出货超1亿颗，产品包含0.61微米、0.64微米、0.7微米、0.8微米、1.0微米等多个规格，被广泛应用于多个品牌客户机型的前后主摄。公司表示高像素产品持续放量，证明高像素单芯片集成技术得到市场验证与认可。

Genus Capital Management Inc. boosted its stake in Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 69.7% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 16,610 shares of the wireless technology company's stock after purchasing an additional 6,822 shares during the quarter. Genus Capital Management Inc.'s holdings in Qualcomm were worth $2,841,000 as of its most recent SEC filing. Several other hedge funds have also bought and sold shares of QCOM. Cloud Capital Management LLC purchased a new stake in Qualcomm in the 3rd quarter worth $27,000. Richardson Financial Services Inc. raised its position in shares of Qualcomm by 90.9% during the 4th quarter. Richardson Financial Services Inc. now owns 168 shares of the wireless technology company's stock valued at $29,000 after buying an additional 80 shares in the last quarter. Torren Management LLC purchased a new stake in shares of Qualcomm during the 4th quarter valued at about $29,000. Glass Jacobson Investment Advisors llc raised its position in shares of Qualcomm by 113.5% during the 4th quarter. Glass Jacobson Investment Advisors llc now owns 190 shares of the wireless technology company's stock valued at $32,000 after buying an additional 101 shares in the last quarter. Finally, Board of the Pension Protection Fund purchased a new stake in shares of Qualcomm during the 4th quarter valued at about $34,000. Hedge funds and other institutional investors own 74.35% of the company's stock. Get Qualcomm alerts: Sign Up Qualcomm Price Performance Shares of QCOM stock opened at $238.16 on Monday. The company has a debt-to-equity ratio of 0.54, a current ratio of 2.37 and a quick ratio of 1.61. The company has a market capitalization of $251.02 billion, a P/E ratio of 25.89, a P/E/G ratio of 29.50 and a beta of 1.49. The company's 50-day simple moving average is $154.82 and its two-hundred day simple moving average is ...

杭州市科学技术局起草了《杭州市打造全国“AI+OPC”创业新高地行动计划（2026—2028年）（征求意见稿）》《杭州市打造全国“AI+OPC”创业新高地若干政策措施（征求意见稿）》和《杭州市“AI+OPC”社区建设工作指引（征求意见稿）》。现面向社会公开征求意见。其中指出，构建创业投资支持体系。做优做强“3+N”产业基金群，发挥市润苗基金等基金群作用，探索建立更加高效的投决通道和机制，精准支持优质OPC成长。支持区、县（市）组建区级OPC基金，鼓励OPC社区配套设立种子基金、天使基金，常态化举办项目路演、投融资对接活动，形成接续投资机制。建立“OPC重点企业拨转投”专项资金池，按照“政府主导、社区配投”模式对具有较大潜力的OPC项目给予投资支持。到2028年，全市OPC基金总规模超30亿元，投资OPC不少于100家。

智通财经获悉，迈威尔科技(MRVL.US)将于5月27日(周三)美股盘后公布2027财年第一季度业绩。作为专用 AI芯片 (AI ASIC)与光互连领域的龙头企业，该公司股价年内已累计飙升超130%，市值突破1700亿美元，成为费城 半导体 指数成分股中表现最强劲的公司之一。 市场预期极为乐观。目前， 华尔街普遍预测，迈威尔科技第一季度营收将同比增长26%至24亿美元，调整后每股收益将同比增长21%至0.77美元。 数据中心 业务预计仍将是该公司第一季度业绩的主要增长驱动力。 该公司预计，第一季度数据中心业务营收将环比增长约10%。 迈威尔科技此前公布的2026财年第四季度业绩显示，营收同比增长超20%至创新高的约22.2亿美元，调整后每股收益为0.80美元，均超出市场预期。其中，与AI训练/推理超级系统密切相关联的数据中心业务为迈威尔科技足足贡献约16.5 亿美元营收，占总营收比例约74%，实现同比增长约 21%。该公司在业绩声明中强调，其数据中心业务的订单量正以“创纪录的速度”增长。 市场对迈威尔科技即将公布的这份财报的期待远不止于“达标”。高盛分析师明确指出，财报 电话 会上最值得关注的事项包括——与谷歌潜在合作关系的最新进展、更新后的2027-2028财年业绩指引、以及短期毛利率波动的影响。RBC Capital分析师则指出，定制XPU(加速处理器)趋势强劲，但晶圆供应紧张可能制约短期上行空间。在当前股价已大幅透支乐观预期的情况下，第一季度财报的“含金量”将直接决定迈威尔科技能否延续其涨势。 业绩驱动力：AI ASIC与光互连“双引擎”共振 AI ASIC无疑是迈威尔科技估值与基本面增长中枢上移的第一根核心支柱。席卷全球的生成式AI热潮加快了 云计算 与芯片巨头们的AI芯片开发进程，它们正争相为先进的大型AI数据中心设计速度最快且能效最为强劲的AI 算力 基础设施集群。 随着谷歌、亚马逊以及微软等云计算巨头们纷纷发起“AI算力成本革命”以加速推进AI ASIC渗透规模，推理时代的核心竞争不再只是“峰值算力”，而是每token成本、功耗、内存带宽利用率、互连效率，以及软硬件协同后的总拥有成本。在这些核心指标上，面向特定工作负载定制的数据流、编译器和互连的AI ASIC，天然比通用GPU更容易做到高性价比。 迈威尔的数据中心业务在截至今年2月的2026财年实现创...

Kinnevik AB ( KNEVF ) on Monday named Helena Saxon as the new CEO, with effect from 1 August 2026. Helena was Group Chief Financial Officer of Investor AB, a Nasdaq Stockholm-listed investment company, from 2015 to 2024 and, prior to that, an investment manager. Helena is also a non-executive director of H&M ( HNNMY ) and Novo Nordisk ( NVO ). “On behalf of the Board, I would again like to thank our fellow Board member Rubin Ritter for the positive change he is continuing to implement during his time as interim CEO," Cristina Stenbeck, chairman of the Kinnevik board, said. More on Kinnevik AB Kinnevik AB 2026 Q1 - Results - Earnings Call Presentation Kinnevik AB (KNEVF) Q1 2026 Earnings Call Transcript Historical earnings data for Kinnevik AB Financial information for Kinnevik AB

SpaceX is gearing up for what could be the largest initial public offering (IPO) in history, targeting a capital raise of around $75 billion and a valuation between $1.75 trillion and $2 trillion . Investors are lining up to own a piece of Elon Musk's company, which is revolutionizing rockets, satellite internet, and potentially even AI-native data centers. While Wall Street fixates on SpaceX's debut, history offers a subtle but compelling lesson: The biggest long-term winners from hyped-up IPOs are rarely the headline companies themselves. Instead, they are usually the essential suppliers powering ambitious visions behind the scenes. In the case of SpaceX, the company that best fits that description is Nvidia (NASDAQ: NVDA) . The money that the company raises with this stock sale is expected to fuel a major spending spree on advanced computing, and Nvidia is poised to capture an outsize share of it -- much like other infrastructure enablers have during past tech booms. Continue reading