最近，AI 医疗赛道又跑出了一家超级独角兽。 5月19日，医疗AI公司 Commure 完成 7000万美元 融资，估值达到 70亿美元 ，由 General Catalyst 领投，红杉和摩根士丹利跟投。 资本之所以愿意给出如此高的估值，原因是Commure 切中了美国医疗系统里，那个最昂贵、也最难解决的问题——后台效率。 长期以来， 美国医疗体系一直高度碎片化 。 电子病历巨头通过封闭接口和复杂权限体系，把数据锁死在各自系统里。不同医院、科室和保险机构之间的数据流转极其低效，最终导致大量医生被困在文档、编码、报销和行政流程里。 结果就是，美国医疗系统每年仅管理和行政成本，就要消耗约 1 万亿美元 。大量医院的运营利润率，甚至只有 2%-3% 。 而 Commure 想做的，是 利用 AI 打通整个医疗运营链路 。 从前端的临床文档生成、环境语音记录，到后端的收入周期管理（RCM），Commure 希望把原本大量依赖人工的后台系统，重新变成一个 AI 驱动的自动化网络。 它甚至提出了一个非常激进的目标：要把医疗机构的运营利润率，从目前的 2%-3% ，提升到接近 20% 。 这个想象空间其实非常巨大。 比如，美国最大的医疗集团之一 HCA，年收入超过 1000 亿美元。对于这种体量的医疗机构来说，哪怕运营利润率只提升 1 个百分点，都意味着每年新增数十亿美元现金流。 也正因此，Commure 很快成为当下 AI 医疗领域最受资本追捧的公司之一。 今天，硅基君就带你拆解一下，Commure 到底是一家什么样的公司。 瞄准1万亿美元的医疗行政支出 很多人对 AI 医疗的想象，还停留在“AI 医生诊断疾病”“AI 影像辅助看片”的阶段。 但现实恰恰相反。 至少在当下的美国，最先爆发的需求，其实是 AI 帮医生打杂。 因为美国医疗体系最昂贵、也最低效的部分，其实不在临床，而在后台。 美国医疗系统里，预约、编码、病历书写、保险理赔、申诉处理……这些繁琐的行政工作，过去几十年几乎全部依赖人工完成。 根据美国医学会（AMA）的数据， 美国门诊医生每面对患者1小时，平均还需要额外花近2小时处理电子病历和行政工作 。 有医生直言，自己每天工作14小时，其中8小时都在写病历、处理保险，真正照顾病人的时间只有6小时。 除了繁重的工作外， 美国医药IT系统长期的割裂也严重影响了医院的经营...

Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang sees a different reality emerging. Speaking on Nvidia’s latest earnings call, Huang argued that artificial intelligence has reached a turning point where generating AI output is no longer just a cost center—it is becoming a profitable business. “The reason is simple. Agentic AI has arrived. AI can now do productive and valuable work. Tokens are now profitable,” Huang said. He added that model developers are now racing to expand capacity as AI-generated output increasingly translates into revenue. Why Profitable Tokens Matter In simple terms, a token is a unit of AI-generated text, code or content. For years, the concern was that serving AI models would remain too expensive, limiting adoption and weighing on profitability. Nvidia argues the opposite is happening. Earlier in the call, Nvidia CFO Colette Kress highlighted how the company’s latest systems continue to reduce the cost of AI inference. Kress said Nvidia’s GB300 platform delivers a 60% reduction in cost per token compared with systems available just six months ago. Lower costs, combined with rising demand for AI services, could significantly improve the economics for model developers and cloud providers. Nvidia Bull Case Huang’s remarks may also explain why Nvidia remains confident that AI infrastructure spending is still in its early innings. If AI-generated output is becoming profitable, demand for computing power may continue to rise rather than slow. More profitable AI applications would likely require more inference capacity, more data centers and ultimately more chips. That logic underpins Nvidia’s broader view that the build-out of AI factories is accelerating, and that AI infrastructure spending could eventually reach trillions of dollars annually. For investors, Huang’s “tokens are now profitable” remark may have been one of the most revealing comments of the earnings call—not because it described Nvidia’s latest quarter, but because it offered a glimpse i...

Nvidia CEO: AI Crosses Critical Threshold, Tokens Now Profitable - NVIDIA (NASDAQ:NVDA) Benzinga

Karoon Energy在按计划对浮式生产储卸油装置进行为期28天的维护和修复停产之后，已重启巴西海上Baúna项目的生产。 公司表示，产量已提升至每日约11，500桶油，之后将恢复自然递减。 Karoon预计，在更换SPS-92井的电潜泵以及计划在2026年第三季度进行PRA-2脐带管的回收和重新连接之后，年中前后还将有每日9，000至10，000桶的产量回归。 公司表示，维护停产于4月14日开始，按计划如期完成，预计也将控制在预算范围内。 停产期间完成的工作包括：更换部分管道和生产总管系统、关键系统升级、结构部件和配件的更换、表面处理和涂装作业，以及对FPSO的水下船体检查。 Karoon表示，自2月份开始的、由浮式酒店支持的更广泛的维护和修复活动正在按计划推进。工作范围包括更换超过100吨的管道和结构件，以及对约2万平方米的基础设施进行涂装。 公司补充称，综合维护工作预计将提高系统稳定性，并支持FPSO维持90%至95%的持续运行效率。 Karoon巴西执行副总裁兼国家经理Marco Brummehuis表示：“我对这一复杂维护项目的出色交付感到非常高兴。在停产期间，我们完成了超过13万工时的作业，且无任何伤害记录。这是我们的员工和承包商团队共同努力的非凡成果，我衷心感谢每一位参与者。” 责任编辑：张俊 SF065

财联社5月26日讯（记者 高萍） 近日，老虎、富途等因非法开展跨境展业被监管点名处罚一事引发市场较大关注。而随着跨境金融监管升级，跨境保险市场进入大众热议话题。 有保险行业内人士对财联社记者分析，持牌机构、保险从业人员超出业务范围，宣传、推介、销售或组织安排购买境外保险机构产品，均属于违法违规行为。 而内地居民投保香港保单，需亲赴香港投保并签署相关保险合同。如在境内投保香港保单，则属于非法的“地下保单”，境外保单不受我国境内法律保护。实际上，一直以来，监管对跨境售险乱象处于严监管态势。 违规宣传仍存 “地下保单”藏隐患 依托全球化投资布局、多币种资产配置等优势，香港保险受到内地投资者青睐。数据显示，2025年全年，香港保险新单 保费 达到了3,309亿港元，较2024年大幅增长51%。值得一提的是，香港保监局自2025年起不再单独披露内地访客赴港投保专项保费数据，而从2024年的水平看，新业务中有28.6%来自内地访客。 谈及香港储蓄险获内地居民青睐，一位保险中介人士对财联社记者分析，由于香港保险机构管理的资金可投资范围为全球市场，收益表现往往会好于内地保险产品，从而受到消费者追捧。 根据香港保险业监管局现行规定，如未获得授权，香港保险业务员和保险经纪人均不可在内地直接销售香港保险。同样，内地保险代理人与保险经纪人也不能代理香港保单。 “内地居民投保香港保单，需亲赴香港投保并签署相关保险合同。如在境内投保香港保单，则属于非法的‘地下保单’，既不受内地法律保护，也不受香港法律保护。”此前，多地地方金融监管局风险提示明确界定。 但在实际操作中，仍有部分个人或机构突破法律法规限制，在境内以产品说明会、理财知识讲座等名义宣传、推介境外保险产品，或安排有意向者赴境外投保，滋生“地下保单”隐患。 5月26日，在内地社交媒体上，财联社记者亦发现，有IP属地为香港的博主发布香港储蓄险新品测评等内容，账号标注“HK保险规划师” “10年内服务600+内地客户”等标签。 此类线上违规引流等已被多地监管重点点名整治。2026年3月， 湖南 省地方金融管理局发布风险警示，点名境外保险线上揽客等违规营销乱象。文中提及，不少粉丝数量颇高的自媒体账号以“保险咨询”“资产配置”“海外规划”等名义开展运营，推文多以“境外保险优势解读”“香港保单投保指南”“跨境资产配置攻略”等为主题，推介包含香港保险...

铃木敏文走了。 他做了一件极少有企业家做到的事：带领一家零售企业，完整穿越了日本经济的至暗时刻。 1990年泡沫破裂，1997年亚洲金融危机，2008年全球金融海啸，2011年东日本大地震。三十年间，日本GDP近乎零增长，消费信心长期冰封。就在这样的宏观背景下，7-Eleven的营收和利润却持续逆势增长，门店从四千家扩充到了两万家。 这绝非运气，而是几种被反复锤炼出的底层能力。 当下的中国消费市场正进入结构性调整期。供给过剩、流量见顶、预期收缩，价格战打到全行业难以盈利。创业者开始习惯将困局归咎于宏观周期，但7-Eleven的故事反复证明了同一件事：周期从来不是借口。能在衰退中增长的企业，从不等风来，而是自己长出翅膀。 7-Eleven究竟是如何穿越周期的？沥金拆解了铃木敏文的核心做法，总结出值得中国消费企业深思的七个启示。 7-Eleven创始人铃木敏文 来源：网络 启示一：衰退期不降价反而卖更贵的东西 1990年代日本泡沫破裂后，零售业的第一反应是集体降价。 超市打折，百货清仓，所有人都觉得消费者没钱了，只能拼便宜。 7-Eleven却做了一件截然相反的事。 它在经济最差的时候推出了黄金面包，价格比普通面包贵出一截；推出了升级版便当，用料更考究，售价也更高。结果，这些高价单品卖疯了。 7-Eleven黄金面包 来源：网络 铃木敏文的判断逻辑很清晰：经济下行期，消费者砍掉的是大额非必要支出。下馆子的次数可能从一周三次减到一周一次。但人总要吃饭，一个300日元的便当，如果口感能媲美便利店门口那家800日元的定食屋，这就不是单纯的消费，而是消费者给自己的心理补偿。 他将此称为日常的小奢侈。经济越冷，人对日常犒赏的需求就越强。一杯好咖啡、一个口感惊艳的饭团、一顿不将就的午饭，花不了多少钱，却能让一整天好过一点。 胖东来在中国验证了同样的逻辑。DL精酿啤酒、DL果汁，之所以能卖到断货，不是因为它是全网最低价，而是它在合理的单价内，提供了远超工业水啤的麦汁浓度与口感。 7-Eleven还有一个特点：极少参与价格战。 铃木敏文认为，频繁促销是在训练消费者等折扣。今天打八折，下周他不买，非要等你打七折。品牌价值就是这样被自己消耗殆尽的，好东西从来不需要靠降价拉复购。 中国消费企业目前最大的焦虑是价格战，但价格战的终点不在于价格底线，而在于企业能否在一个合理的价格带里，提供远超预...

Alones Creative/iStock via Getty Images I’ve written about Rocket Lab ( RKLB ) in the past and indicated that the stock was approaching the lift-off stage. Despite the gains in the stock, I think there is still room for the company to grow. Management has been transforming the company into a platform with its most recent acquisitions and strategy of vertical integration. There’s a lot going in the company right now but in this article I’d like to focus on a few key things First Quarter Analysis RKLB Looking at the Q1 2026 financials of Rocket Lab, we can see the benefits of vertical integration and economic scale unfolding. Revenues in Q1 2026 grew from $122.6 million last year to $200.3 million a growth rate of 63.5%. What is even more impressive is that gross profit grew even faster at 117% from $35.2 million last year to $76.5 million in Q1 2026. This implies Gross margin improvement. Operating loss also decreased by 5.4% from $59.2 million in Q1 2025 to $56 in Q1 2026. However that was driven by the increased R&D spend which went up by $25.4 million YoY for a total of $80.5 in Q1 2026. I think this increased R&D spend could be attributed to the upcoming Neutron 1st launch as well as the increased in technological capabilities and verticals of which I will describe more below. Rocket Lab’s balance sheet is also improving as Convertible debt was cut by 2/3 to $36.9 million. Total Liabilities for the company was at $555.6 for a Debt to Equity ratio of 0.25x. Total cash now sits at $1.205 billion with total liquidity of greater than $2 billion. The company also disclosed plans to possibly conduct a large-scale equity offering program that could raise an additional US$3 billion via selling stock in the future. While this will depress RKLB stock price in the near-term (shares dropped by close to 7% on the announcement), management’s track record of aggressive value-adding acquisitions should make this worth it in my view RKLB Strategy of Vertical Integration is Accele...

近年来，随着人工智能、物联网、汽车电子、消费电子、云计算等应用领域的发展，算力产业也发展迅猛。 最近算力领域迎来重磅IPO。格隆汇获悉，5月22日，超聚变数字技术股份有限公司（简称“超聚变”）向深交所递交招股书，拟在创业板上市，保荐人为中信证券。 超聚变提供行业领先的 AI服务器、通用计算服务器 等算力产品，与浪潮信息、中科曙光是同行。 如今国内算力市场情况如何？不妨通过超聚变来一探究竟。 01 河南郑州算力巨头冲击IPO，估值最高800亿元 超聚变注册地位于河南自贸试验区郑州片区，其前身超聚变有限成立于2021年，并在2025 年整体变更设立股份有限公司。 股权结构方面，本次发行前，超聚能持有超聚变约31.38%的股份，为控股股东，而超聚能背后是河南省国资委。 此外， 中国移动旗下的中移资本持有超聚变13.76%股份 ，超聚变员工持股资管计划持股7.98%，ECH、和谐健康保险、深圳鹏峰、电信投资、煜联科技、中网投基金等均为公司股东。 公司发行前股权结构，图片来源于招股书 截至2025年末，超聚变共有3712名员工，其中研发人员占比为35.59%，销售人员占32.73%。 管理层方面，超聚变的董事长马剑平出生于1978年，硕士学历。他曾在河南省财政厅工作十几年，历任支付中心干部，办公室副主任科员、主任科员、副主任，预算局副局长、预算局局长，副厅长；还曾在周口市人民政府工作，2025年11月至今担任超聚变董事长。 副董事长、总经理刘宏云1971年出生，本科学历。他曾陆续担任过中国电子科技集团公司第十四研究所员工、爱立信（中国）通信有限公司南京分公司督导，并曾在华为技术有限公司历任工程师、总监助理、亚太地区部副总裁等职务，还曾担任超聚变董事长兼总经理。 本次IPO，超聚变拟向社会公开发行股票占发行后总股本不低于10%且不高于20%，拟募集资金80亿元，据此估算， 公司估值在400亿元至800亿元之间。 公司所募集的资金在扣除发行费用后，将用于新一代算力基础设施研发及产业化项目，超聚变智慧制造园区及研发中心项目，面向智能算力、AI 以及供电架构的关键技术研发项目，补充流动资金。 02 超9成营收来自数据中心服务器，客户集中度较高 超聚变的核心业务为算力。 公司提供AI服务器、通用计算服务器等算力产品，并在城企数智业务、能源智慧解决方案等新兴业务领域进行探索。 从主要产品...

一段关于猪肉抗生素的超标数据，直接把双汇这家中国肉制品行业的标杆企业再次推上了舆论的风口浪尖。 事情发生在几天前。黑龙江省市场监督管理局的一纸通告显示，双汇发展的控股子公司望奎双汇北大荒食品有限公司生产的“猪后鞧肉”被检测出林可霉素含量高达7700μg/kg，而国家食品安全标准的限定值是200μg/kg。超标整整37.5倍。 一时间，双汇股价盘中一度暴跌超过5个百分点，截至5月26日收盘，每股价格报收24.52元，总市值缩水至850亿元。这家年收入接近600亿元的肉制品巨头，又一次在同一个地方栽了跟头。 每一次食品安全事件的曝光，最终买单的都是股民和消费者。那么，这一次的“锅”到底应该谁来背？ 双汇还值得消费者信任吗？ 01 这次超标到底有多严重？ 林可霉素，简单说就是一种用在畜禽养殖中的抗生素，用来预防和治疗生猪等动物的细菌感染。 根据国家标准，这类抗生素在猪的肌肉里残留不能超过200μg/kg。而双汇子公司这批产品的残留量，达到了惊人的7700μg/kg。 超过国家限量标准37倍。这个数字放在食品安全行业里，意味着什么？ 根据黑龙江市场监管局的信息，长期或过量摄入林可霉素超标的食品，可能引发胃肠道反应、恶心呕吐、腹泻，严重时可能导致伪膜性肠炎；过敏体质还可能引起皮疹、瘙痒，甚至过敏性休克；大剂量摄入甚至可能影响血液系统，引起白细胞和血小板减少。 更值得关注的是，涉事企业望奎双汇北大荒曾对样品真实性提出异议，但最终被判定“异议不成立”。 换言之，这个检测结果是板上钉钉的，不存在“被冤枉”的可能。 在舆论发酵后的第一时间，双汇方面给出的回应是：“ 公司已于第一时间成立专项工作组进行全面核查。问题主要出在上游养殖环节。 涉事批次产品是2025年8月生产的，目前已没有该批次在市场流通。该产品主要是上游养殖环节出现了问题，后续公司将加大对供应商的管理，加强兽药批次的监测点。 ” 双汇发展证券事务代表在接受记者采访时也表示，“后续将加大生猪供应商管理，加强兽药残留监测频次”。 听起来是不是有点耳熟？ 2011年，双汇“瘦肉精”事件曝光，公司董事长万隆召开万人大会公开道歉，宣布对每一头生猪进行“瘦肉精”在线逐头检测。当时公司承诺增加检测费用3亿元，确保“18道质量检验关”守住底线。 14年后，检验环节变成37.5倍超标的产品漏网出库，消费者的信任怎么经得住这样的反复消磨？ 0...

HDFC Bank TheKaran/iStock Editorial via Getty Images Overview In my previous analysis on HDFC Bank ( HDB ) I had assigned an HOLD rating driven by mixed signals from the KPIs, uncertainty surrounding the repo rate cut and the mixed opinion on the merger. It is now time to relook at the prospects of HDFC Bank at this stage when similar uncertain conditions continue. A Seeking Alpha analysis mentioned current RBI policies as potential headwinds for the business prospects of HDFC Bank. The figure below shows the price chart for the past 1 year and it is a clear signal about how HDFC Bank has been in a bear run, being down by 31.96%. HDFC Bank Price Chart (Seeking Alpha) Recent events like the merger between HDFC Bank and HDFC and the stepping down of the chairman and independent director Atanu Chakraborty were a major cause of the bear run. This, coupled with the current uncertain macroeconomic scenario added to the pressure on the investor expectations surrounding HDFC Bank. The recent earnings call, however, suggested that operational trends may be stabilizing faster than investors expected. However, immediately jumping in to invest expecting a bull run would be overly optimistic and therefore a deeper understanding is required to understand what could be the forward-looking aspects. Merger Impact The merger led to a significant pessimism regarding the prospects of HDFC Bank because while there was significant cause of optimism regarding the synergy expected from the merger, there were significant downsides as well. One of the primary downsides was the pressure on liquidity. While HDFC Bank is a bank that comes under several government regulations, HDFC was an NBFC which did not come under any of the regulations. Therefore, post the merger, HDFC Bank inherited HDFC Limited’s large home loan portfolio of INR 6.25 lakh crore whereas that of HDFC Bank stood at INR 1.02 lakh crore. However, it did not receive sufficient CASA accounts to fund them and therefore, the merge...

白宫国家经济委员会主任凯文·哈塞特表示，一旦霍尔木兹海峡重新开放，油价下跌应能“立即”惠及美国消费者。 哈塞特在福克斯商业频道发表讲话。 “我认为，我们应该很快就会看到能源价格和汽油价格回落至其应有的水平，”他补充道。 责任编辑：江学思

大金重工通过其子公司唐山大金海洋工程有限公司，与荷兰船东Jumbo Maritime签署合同，建造两艘新一代多用途重吊船。 该合同价值约1.56亿美元，涵盖两艘载重吨位为2.5万吨的船舶的设计、建造和交付，计划于2028年和2029年分阶段交付。 每艘船长约163米，宽约30米，型深约16米。 船舶将配备两台额定起重力各为1200吨的重型起重机，联合起吊能力可达2400吨。 据大金重工介绍，该船将用于海上风电重型设备运输、海上油气模块运输、深水海洋工程施工以及重大工业货物的运输。 公司表示，该船将符合国际船级社和清洁能源航运标准，并具备“绿色和智能”设计特点。 责任编辑：张俊 SF065

Eoneren/E+ via Getty Images Proving Why A Strong Buy Last Year Was Entirely Justified I remember being met with a fair bit of skepticism when I first issued a Strong Buy for Nebius ( NBIS ) last year. Now about 6 months later the stock is up over 170%. There were real concerns about execution and ensuring that all the GPUs and compute power was actually contracted and locked up. That concern has been put to rest now with renting prices continuing to rise. This has fueled part of the share price over the past few weeks. I’m still very bullish on the stock and it’s like I said last year: “Nebius: The Only Hyperscaler Worth Buying Right Now” Coverage History (Seeking Alpha) In April this year it was reported rental prices for H100 rose by 40% since the lows back in October 2025. Then in May NVIDIA ( NVDA ) announced it was raising the rental prices by 20% on H100. This goes straight to the top line for NBIS. CFO Colette Kress revealed that rental prices for the company’s H100 GPUs rose 20% in 2026 while older A100 GPUs climbed 15%, signaling severe chip shortages across the entire AI compute stack The most compelling part here though being that even the older GPUs f rom NVDA are seeing a rise in rental prices. The thing is that one of the risks that existed before with companies like NBIS was that the useful life of these GPUs was lower than what was being accounted for. 4 years seems to be the actual lifespan. But NVDA released the A100 back in 2020, and we are 6 years on from that and the rental prices are still quite high. One site puts the rental price of A100 at $1.49/h and H100 at $2.49/h. I’ll be frank and say I don’t particularly care about the exact number here. I care more that the something that should have fully depreciated is still able to pull in over half of the revenues of what the news GPUs are able to. It’s essentially creating a prolonged revenue generation period, with much, much higher margins as well. Previous Unit Economics (Author) In my first a...

近日，Solarpro Holding与宁德时代合作的601MWh大型储能项目在保加利亚成功并网投运。该项目投运后相当于将当地全国储能装机规模一下提升约15%，大幅提高了风能、太阳能的能源占比，保障了电力系统的稳定运行。Solarpro Holding与宁德时代在未来两年内，还将进一步扩大储能项目规模。

格隆汇5月26日｜据港交所文件，海澜之家集团股份有限公司向港交所提交上市申请书。

Taiwan has overtaken India to become the fifth-largest stock market in the world, driven by the significant surge in the revenue of the semiconductor giant Taiwan Semiconductor Manufacturing Company. According to Bloomberg, Taiwan's stock market capitalisation reached $4.95 trillion in market capitalisation, overtaking India at $4.92 trillion, behind only the US, China, Japan and Hong Kong. What is driving Taiwan's rise? Taiwan's meteoric rise is driven by the Taiwan Semiconductor Manufacturing Company (TSMC), which now accounts for 42 per cent of the benchmark index TAIEX or Taiwan Stock Exchange Capitalisation. The chipmaker's shares have rallied 46 per cent this year, driven by the massive demand in the AI ecosystem, which many analysts are terming as the “NVIDIA proxy effect”. NVIDIA does not manufacture its own hardware; it designs chips. It is reliant heavily on TSMC for its hardware manufacturing. Every time NVIDIA secures a multibillion-dollar contract, its revenue flows into TSMC, triggering immediate and massive rallies. While Foxconn assemble the complex physical AI servers and AI factories that house NVIDIA's components. Taiwan's financial regulator recently changed the regulation about domestic funds that invest in a single stock can hold up to 25 per cent of their net asset in any listed company, up from the previous 10 per cent. This will further attract investors to TSMC. Add WION as a Preferred Source Is India really falling behind? India is falling behind in total market capitalisation of its stock market, mostly driven by the record outflow in the Foreign Institutional Investors, driven by the rising crude oil prices and a depreciating Indian domestic rupee. It has lost $380 billion in market cap from its peak valuation of $5.3 trillion in January 2026. The Benchmark NIFTY 50 has fallen by 8.08 per cent, while the BSE Sensex has fallen by 10.8 per cent. However, Wall Street is divided on the valuation of Taiwan and AI buildout. Analysts view the I...

Classover Holdings ( NASDAQ: KIDZW ) said on Tuesday it had entered a strategic partnership with 1Legion to form Ousia Compute LLC, a joint venture focused on deploying GPU-based AI compute infrastructure. The companies said the venture would seek a first-phase investment capacity of up to $50 million. Classover expects to hold majority ownership of the special purpose vehicle and serve as managing member, while 1Legion will act as the exclusive infrastructure operator. According to the company, Ousia Compute is in discussions with prospective enterprise customers for long-term GPU compute capacity. The planned infrastructure would include NVIDIA GPU clusters such as H100, H200, B300, and Blackwell systems deployed across Tier 3+ data centers in the United States and other global locations. Classover said the initiative supports its previously announced expansion into AI infrastructure and planned corporate rebranding to KIDZ AI Inc. The company added that any funding under the partnership remains subject to agreement on equipment specifications, deployment schedules, and other terms, and that neither party is currently obligated to commit capital. Source: Press Release More on Classover Holdings, Inc. Classover secures $100M equity purchase facility, to rebrand as KIDZ AI Classover, ICreate to explore AI robotics education partnership in North America Financial information for Classover Holdings, Inc.

伊朗议会国家安全委员会主席易卜拉欣·阿齐兹5月25日在接受媒体采访时再次强调，“美国人不太可能真诚行事，他们太习惯于撕毁协议了”。即使达成协议美伊关系仍存挑战阿齐兹指出，即使伊朗与美国通过谈判达成协议，也不意味着冲突结束，不意味着伊朗与美国的关系不再面临挑战——美国的行为本身就说明“离一切结束还很远”。阿齐兹还强调，2月28日战争后的伊朗与之前的伊朗“已经完全不同”。伊朗必须要为这场至关重要、生死攸关的斗争做好准备。 (CCTV国际时讯)

挪威水下服务公司Reach Subsea已与Beacon Offshore签署协议备忘录，建立针对澳大利亚海上水下项目的战略合作伙伴关系。 根据协议，双方将专门在澳大利亚水域的水下项目营销、投标和执行方面开展独家合作。 该合作伙伴关系将Reach Subsea的工程和技术能力与Beacon Offshore提供的海上船舶能力相结合。 作为协议的一部分，Reach Subsea将获得DPII级海上船舶GO Explorer号和GO Supporter号的使用权，从而扩大其在该地区的业务覆盖范围和服务能力。 公司表示，这些船舶已配备水下作业设备，并持有有效的澳大利亚安全案例证书，可支持立即部署。 该合作伙伴关系旨在寻求水下作业、海上勘测和监测等领域的机会。 Reach Subsea首席执行官Jostein Alendal表示：“这项协议建立在我们不断加强的澳大利亚业务基础之上，代表着我们在该地区扩大业务的重要一步。通过将我们的工程和技术能力与高质量的船舶运力相结合，我们具备了良好条件，能够在水下、勘测和监测等领域寻求更广泛的机会。” 责任编辑：张俊 SF065

vchal/iStock via Getty Images Oklo ( OKLO ) up 10.2% pre-market Tuesday after saying it was selected by the U.S. Department of Energy for advanced negotiations under the Surplus Plutonium Utilization Program, which aims to make designated surplus plutonium material available to industry participants and enable the conversion of those materials into fuel for advanced nuclear reactors . The company said its selection, alongside four other advanced nuclear companies, supports its broader fuel strategy, which includes multiple pathways to source fuel to support advanced reactor deployment while domestic enrichment and fuel infrastructure continue to scale. President Trump signed an executive order about ​a year ​ago ⁠ordering the U.S. government to halt much ​of its existing program ​to ⁠dilute and dispose of surplus plutonium, and instead provide ⁠it ​as a ​fuel for advanced nuclear technologies. Oklo ( OKLO ) announced a strategic partnership with newcleo in October 2025 to develop advanced fuel fabrication infrastructure in the U.S. , including potential work related to surplus plutonium, with an investment of as much as $2B, subject to mutually acceptable documentation, through a newcleo-affiliated vehicle for such a project. More on Oklo A Buy Rating For Oklo As AI Data Centers Run Into The Power Wall Oklo: Q1 Earnings Is The Inflection Point For The SMR Trade Oklo Q1 2026 Earnings Call Presentation

2023年至今，红果短剧上线的三年时间里，关键词除了“增长”还是“增长”。 它几乎没碰到任何一个能抗衡的对手，免费策略让它兵不血刃就站上短剧市场顶端。QuestMobile数据显示，今年2月，红果免费短剧App月活用户规模突破3亿，同比净增近1.4亿。 它没有杀死也杀不死长视频平台，但确实在抢走更多用户时长。 今年2月，平均每个用户每天要在红果短剧上花掉125分钟。一个接一个长视频平台也在核心用户指标上被甩开，去年6月和11月，红果短剧的月活用户规模先后超越了优酷视频和芒果TV。 短剧生态里，红果的角色也在持续变重，话语权持续走高。 它不断做广、做大生态，祭出更多真金白银补贴，虹吸更多的编剧、导演、演员、制片方，成为规则制定者、风向引领者。现在红果短剧的几乎每个动作，都能挑动上下游从业者神经。 这是红果的胜利，也是短剧的胜利。 短剧现在早已是再主流不过的内容形态，覆盖了7.18亿用户，不仅年轻人在看，中老年群体也在看，不仅低线城市的用户也在看，一二线城市的用户也在看。 图/QuestMobile 另一个视角里，短剧也是受AI影响、改造、冲击最大的内容形态之一。 当AI已经具备生成全部演员、场景、情节的能力，变化不仅停留在内容生产方式上，而是深藏在这个行业的每一个链条，落到生态里的每一个角色身上——这带来更多可能，也带来更大的脆弱性。 同样的，这不只是短剧的矛盾，更是红果需要直面、解决的矛盾。 它已经将竞争对手甩开甚至不止一个身位，对商业化回报的追求也越来越迫切。 但在这样一个迅速迭代、风向几乎每天都在变的行业里站稳C位后，红果每迈出一步，都需要比之前更加谨慎、警惕。 01 电商开路，红果进入“搞钱”新周期 红果短剧做电商，不是一时兴起，而是一场酝酿了近一年的精密布局。 2025年5月，抖音集团成立短剧版权中心，将原本分属抖音短剧和红果短剧的BD团队合并为一个中台性质的统一窗口。这一步看似是组织内部的效率优化，实则解决了内容供给侧的一个核心问题——当创作者通过一个入口就能触达抖音和红果两个亿级流量平台，内容供给的效率被大幅提升，重复性损耗被压缩。 五个月后，红果短剧App内正式上线“订单”入口，全面打通抖音电商页面。 用户在红果追剧时，可以直接购买“短剧同款”和品牌馆商品，完成下单、支付、物流追踪的完整闭环。首页五个Tab中，中间入口直接设为商城界面。 也是在这个月，...

Do you even like art? | Image: Cath Virginia / The Verge, Getty Images There's this alarming trend in the Suno subreddit. People aren't just prompting AI songs; they're sitting around listening almost exclusively to their own slop. And in some cases, they proudly proclaim that they don't listen to music on traditional streaming platforms anymore - it's just AI all day. "Does anyone just listen to their own music now and not even music on Spotify anymore.?" "I definitely listen to my own music most of the time now. Why wouldn't I? It's album after album of bangers" "Guilty as charged. It's an infectious addiction, and I love it." "I thought I was the only one that had an addiction to suno. " "Last.f … Read the full story at The Verge.

2024年4月17日傍晚5点，Riley Testut在欧洲某酒店房间按下了AltStore PAL的发布按钮。此前，他与AltStore PAL另一位联合创始人Shane Gill在欧洲辗转近两个月：从美国得克萨斯飞往爱尔兰，再到都柏林、布鲁塞尔和丹麦，在火车和游轮上等待苹果的审核通知。 AltStore PAL是欧盟《数字市场法案》（DMA）正式生效后，最早上线的第三方iOS应用商店之一。最初名为AltStore，仅是Testut为分发自己开发的任天堂模拟器App——Delta，临时搭建的工具。2024年1月25日，在DMA正式生效前一个月，苹果公布了在欧盟的全套新规，长期关注此事的Testut和团队决定将AltStore改造为AltStore PAL。 “所有流程终于跑通了，也是我们一直期盼的结果。”Testut在2026年4月于美国芝加哥举办的Deep Dish Swift开发者大会上回忆道。 然而，两年后再看，门后的世界远比预期冷清。 法规开了门，代价谁来付？ DMA生效后，苹果被认定为“守门人”， 欧盟要求其开放iOS应用侧载，允许第三方商店及替代支付渠道存在 ，理论上开发者拥有了新的发布渠道选择权。 这表面上是一场历史性的松动，但苹果在合规之余引入了Core Technology Fee（CTF，核心技术费用）： 当应用在欧盟年度首次安装量超过100万次时，开发者需为每次超额安装支付0.50欧元。 2025年4月，欧盟以苹果违反DMA“反引导条款”为由开出5亿欧元罚款。苹果随后在当年6月调整收费体系：CTF演进为Core Technology Commission（CTC，核心技术佣金），取消按安装次数计费，改为仅对有数字商品收入的交易征收5%，并于2026年1月在欧盟全面实施。 “ 苹果并没有真正敞开大门，只是把一堵高墙换成了收费关卡。 ”欧洲iOS独立开发者haxi0（网名haxi0sm）向《IT时报》记者表示。 haxi0是一位欧洲知名的iOS应用与越狱插件开发者，在苹果官方生态之外开发了TrollApps、Jaility等工具——前者是功能类似App Store的非官方应用分发平台，后者是基于TrollStore的系统功能增强工具。DMA落地后，他对这套新规有着近乎本能的鉴别力。 苹果2025年11月委托第三方撰写的报告揭示了另一层现实： 超过...

法網女單首圈，「一姐」莎芭蘭卡順利晉級。 黑裙的莎芭蘭卡，面對排名50的西班牙球手文妮露，開局兩次「破發」，領先過4-0，但之後失回兩個發球局，尾段再破對方一次，先贏6-4。 第二盤同樣一度領先4-0後被對方「破發」，莎芭蘭卡主動得分25對6，最終贏多盤6-2，三次交手全勝，晉級次圈。

佰维存储公告，公司全资子公司海南南佰算科技有限公司作为有限合伙人拟以自有或自筹资金认缴出资人民币1亿元，占产业基金募资规模的20%。产业基金规模不超过人民币5亿元，将紧密围绕公司在存储+先进封装领域的技术和市场布局。产业基金尚处于筹备阶段，合伙协议尚未签署，存在不确定性。

Robert Way Even though many semiconductor stocks are up sharply in 2026, Bank of America believes there is much more to come, as high artificial intelligence spending is likely here to stay. “We retain high conviction in continued AI infra strength, driven by: (1) 3–5x YoY sales growth at frontier labs, (2) improving AI monetization, exponential token growth (7x YoY at Google), and continued disruption fears among hyperscalers, (3) tight supply with near-full utilization of all deployed infra, and (4) underappreciated sovereign, enterprise and industrial demand,” analysts led by Wamsi Mohan wrote in a note to clients. “We forecast AI TAM tripling to ~$1.7T by 2030E.” Additionally, the analysts noted that the sharp run-up in semiconductor stocks is being led by earnings, as the forward P/E ratio is around 25.6, roughly unchanged year-to-date and below the peak of around 30. “We see limited evidence of speculative multiple inflation, supporting durability of the rally amid secular AI infrastructure growth,” the analysts added. As such, the firm said its favorite parts of the semiconductor market are still compute (led by Nvidia ( NVDA ), AMD ( AMD ), and Broadcom (AVGO)), memory (Micron (MU)), analog (Analog Devices ( ADI ), and Texas Instruments (TXN)), semiconductor equipment (Lam Research ( LRCX ), and KLA Corp. (KLAC)), electronic design automation (Cadence Design Systems (CDNS)), interconnects (Marvell (MRVL)), and consumer. For the compute part of the market, Bank of America said it expects multiple CPU announcements at next month's Computex event, including more details about Nvidia's forecast that CPUs are a $200B total addressable market. On the analog portion of the market, the firm added that ON Semiconductor ( ON ) and Microchip ( MCHP ) also have exposure via ON's emerging AI power pipeline and Microchip's exposure to the aerospace and defense markets. More on semiconductors Nvidia's $81 Billion Blowout Hides A Major Warning Micron: Massive Upside, But A ...

Robert Way Even though many semiconductor stocks are up sharply in 2026, Bank of America believes there is much more to come, as high artificial intelligence spending is likely here to stay. “We retain high conviction in continued AI infra strength, driven by: (1) 3–5x YoY sales growth at frontier labs, (2) improving AI monetization, exponential token growth (7x YoY at Google), and continued disruption fears among hyperscalers, (3) tight supply with near-full utilization of all deployed infra, and (4) underappreciated sovereign, enterprise and industrial demand,” analysts led by Wamsi Mohan wrote in a note to clients. “We forecast AI TAM tripling to ~$1.7T by 2030E.” Additionally, the analysts noted that the sharp run-up in semiconductor stocks is being led by earnings, as the forward P/E ratio is around 25.6, roughly unchanged year-to-date and below the peak of around 30. “We see limited evidence of speculative multiple inflation, supporting durability of the rally amid secular AI infrastructure growth,” the analysts added. As such, the firm said its favorite parts of the semiconductor market are still compute (led by Nvidia ( NVDA ), AMD ( AMD ), and Broadcom (AVGO)), memory (Micron (MU)), analog (Analog Devices ( ADI ), and Texas Instruments (TXN)), semiconductor equipment (Lam Research ( LRCX ), and KLA Corp. (KLAC)), electronic design automation (Cadence Design Systems (CDNS)), interconnects (Marvell (MRVL)), and consumer. For the compute part of the market, Bank of America said it expects multiple CPU announcements at next month's Computex event, including more details about Nvidia's forecast that CPUs are a $200B total addressable market. On the analog portion of the market, the firm added that ON Semiconductor ( ON ) and Microchip ( MCHP ) also have exposure via ON's emerging AI power pipeline and Microchip's exposure to the aerospace and defense markets. More on semiconductors Nvidia's $81 Billion Blowout Hides A Major Warning Micron: Massive Upside, But A ...

Seeking Alpha reports that Bank of America continues to flag Nvidia, AMD, Broadcom, Micron Technology, and Marvell Technology among top semiconductor picks as AI-related spending remains strong. Seeking Alpha quotes Bank of America as viewing AI data-center systems as a large addressable market, projecting a $1.7 trillion total addressable market for AI data-center systems by 2030 and citing sustained hyperscaler capex as a growth tailwind. The coverage also notes potential supply-chain bottlenecks that could limit shipments even as compute and memory diversification expands the market. The call is framed as a sector-level bullish outlook rather than a company-specific operational update.

ABL公司已受聘支持Esso Australia Resources，为其推进巴斯海峡（Bass Strait）的澳大利亚最大规模海上退役工程做好准备。 吉普斯兰（Gippsland）退役工程1号项目预计将从2027年开始，使用Allseas公司的“开拓精神”（Pioneering Spirit）号船移除多达13个海上平台。 Esso是 埃克森美孚 （ExxonMobil）的子公司，作为吉普斯兰盆地合资企业的一部分运营巴斯海峡资产。该基础设施包括约400口井、6个水下设施、超过800公里的海底管道和19个海上平台。 该退役工程预计将移除约6万吨海上结构物，目标是实现超过95%的回收材料再利用率。 ABL获聘提供海洋检验服务，涵盖适用性调查、退役文件技术审查和批准，以及在规定操作期间的出海监督。 公司表示，海上吊装工程的准备工作已相当深入。 ABL澳大利亚东海岸经理Adam Solomons表示：“这是澳大利亚海上行业的一个里程碑项目，涉及极其复杂的海上作业，包括海上吊装、运输和卸下多达半个世纪历史的大量资产。我们在退役领域拥有广泛的业绩记录和多学科专业知识，再加上在澳大利亚近海的深厚经验，使ABL具备良好条件，能够支持Esso降低风险并优化其运营。” 责任编辑：张俊 SF065

台积电、英特尔、英伟达、三星电机、SKC等巨头们集体入局，康宁&京东方合作，中美产业共振！AI算力狂飙+先进封装迭代，玻璃基板、TGV、Micro Led CPO成破局关键，巨头扎堆验证、国产加速突围，千亿级新赛道已开启，值得持续重点关注。 01 三者定义、优势与产业链逻辑 1.玻璃基板：先进封装+显示的“超级底座” 简单说，就是超薄超平特种玻璃片，比传统PCB、硅基板更能打。平整度高10倍、热膨胀系数匹配硅芯片、高频信号损耗降40%，耐高温不翘曲。 核心价值：既是Micro Led精准背板，解决巨量转移精度难题；更是AI芯片、CPO光模块黄金载体，扛住大芯片散热与高频互连压力。 2.TGV（玻璃通孔）：垂直互连“高速通道” 在玻璃基板打微米级小孔（最小3μm），填金属导电，实现上下层垂直通电。对比硅通孔（TSV）：互连密度涨10倍、信号快3.5倍、功耗降50%，工艺更简单、成本更低。 核心价值：打通玻璃基板互连瓶颈，是AI先进封装、Micro Led、CPO的核心工艺。 3.Micro Led CPO：高速光互连终极方案 Micro Led CPO=Micro Led+共封装光学，把光芯片、Micro Led集成在玻璃基板上，信号损耗降至铜缆5%，完美适配1.6T/3.2T高速光模块，解决传统基板高频瓶颈。 4.三者构成产业链闭环：三位一体，缺一不可 上游：特种玻璃（康宁、京东方）、激光设备（大族、帝尔）、电镀材料（天承科技）； 中游：玻璃基板加工、TGV制备、Micro Led芯片（沃格、华灿）； 下游：AI先进封装、CPO光模块、Micro Led显示； 玻璃基板是基础，TGV是核心，Micro Led CPO是光互连落地关键。 02 产业进展：巨头押注，国产突破 1.玻璃基板：国际垄断松动，国产加速量产 国际：康宁主导高端；英特尔2026年量产玻璃芯基板，台积电CoPoS试点线建成，三星、苹果加速测试。 国产：京东方×康宁联合研发，2027年量产；沃格光电建成年产10万平米产线，小批量供货；彩虹、东旭突破高世代线。 来源：IT之家 2.TGV：关键指标突破，良率持续爬坡 国际：英特尔、三星实现100:1深宽比； 国内：沃格光电领跑，最小孔径3μm、深宽比150:1；帝尔、大族激光设备出货；天承科技攻克填孔工艺；2026年成量产关键节点。 3.Micro Le...