湖南省祁東縣周日凌晨發生火警，至少5人死亡。 火警發生在周日凌晨零時45分，位於湖南省衡陽市祁東縣的一間地下商舖，火勢漫延至樓上，消防出動營救，事故造成至少5死，1人輕傷，正調查事故原因。

Chinese artificial intelligence start-up DeepSeek ’s latest flagship model has been ranked as one of the world’s best on an intelligence-per-dollar basis, far exceeding those from US heavyweights OpenAI and Anthropic in cost-efficiency after a 75 per cent promotional price cut was made permanent. The Hangzhou-based start-up announced the permanent price cut for its V4 Pro model on Saturday, a month after it released the long-awaited V4 generation , which comprises the flagship V4 Pro model and its lighter variant, V4 Flash. The move reflects how Chinese companies are competing in the global AI race through a different approach from their US counterparts, which offer cutting-edge model capabilities at premium prices. Advertisement According to third-party benchmark firm Artificial Analysis, the price cut places V4 Pro at the global frontier for cost-efficiency, based on an assessment of the amount of “intelligence” one can extract per dollar. Amid a global compute supply crunch that has pushed up prices for the most advanced models, the bang-for-the-buck method of comparing different AI models – as opposed to ranking their raw intelligence – has gained popularity in recent months. Advertisement DeepSeek’s official application programming interface (API) price for V4 Pro is now as low as US$0.0036 per 1 million cached input tokens, and US$0.87 per 1 million output tokens.

Images of sparse meals aboard naval vessels deployed in the United States’ war on Iran are a reminder that keeping military forces supplied with adequate food has been a problem for thousands of years. The photos came to light after a crew member from the USS Abraham Lincoln shared them with family in the US, sparking a dispute between personnel, their families and the Pentagon, along with complaints about inadequate food, despite official claims of more than 30 days’ supply on board. Meanwhile, according to a report published by the state-backed Science and Technology Daily on May 11, the People’s Armed Police Qinghai Corps in northwest China has turned to artificial intelligence for a solution. One of the images reportedly shared by a crew member from the USS Abraham Lincoln that prompted questions in the US about the adequacy of its military catering. Photo: Handout An integrated digital platform was developed that included an AI food monitoring system which focused on granular control with every ingredient weighed, every inspection recorded and every transaction stored in a secure military cloud, the article said. Advertisement Its most striking feature was an intelligent recognition scale built for military kitchens and food inspections, it said. When ingredients are placed on the scale, on-board cameras identify food categories while recording weight, photographs and video footage. All data is instantly uploaded to cloud servers, creating a traceable record of procurement and inspection procedures. Advertisement Supervisors located more than 500km (311 miles) away can remotely inspect daily food purchases, review acceptance records and replay the entire inspection process in real time, according to the article. The platform tried to make every stage of food management visible, archived and remotely auditable, with six main sections and 56 modules that combined logistics, attendance, military training and personnel administration, it said.

In this article PEP BUD BUD Follow your favorite stocks CREATE FREE ACCOUNT Surfside drinks on display at the trade show during CinemaCon 2026 at Caesars Palace in Las Vegas on April 15, 2026. Travis P Ball | AP About a decade ago, sales of LaCroix began to skyrocket. Soon, flavored seltzers were everywhere, from grocery store refrigerators to liquor store shelves. But the era of bubbles looks like it is winding down, thanks to seltzer fatigue. Now, non-carbonated drinks, from Liquid Death to Surfside Iced Teas, are taking the spotlight. "If you think about where there's more growth, where there's more consumer interest relative to a few years ago, it's a shift more to still, across both [alcohol] and non-alc," said Randy Burt, Americas director of consumer products at consulting firm AlixPartners. That's not to say seltzers and other carbonated beverages will disappear. But their growth has slowed, as Generation Z increasingly seeks out options without bubbles and beverage companies focus more of their innovation efforts on fizz-free drinks. Look no further than the alcohol category. Malt-based hard seltzers, which includes White Claw, saw volume drop 1.1% in the 52 weeks ended April 26, compared with the year-ago period, according to data from market research firm Circana . On the other hand, ready-to-drink premixed cocktails saw volume grow 46.4% in the same time, fueled by growth from Surfside, Sun Cruiser, BuzzBallz and Anheuser-Busch InBev's Cutwater Spirits, which has both carbonated and non-carbonated options. Bursting bubbles Much of the driving force behind the switch from bubbly to noncarbonated drinks is coming from Gen Z, which is typically defined as people born between 1997 and 2012. Over their lifetime, soda consumption has dropped dramatically from its peak in 1998, reusable water bottles have become a staple accessory, and a plethora of new drinks like refreshers and dirty soda have gone mainstream. Broadly, Gen Z wants to try new products. While o...

Tom Harwood/iStock via Getty Images Co-authored by Kody's Dividends It's commonly said that there are two ways to view money, especially when it comes to one's personal finances. For some, they view money as a limited resource. They try to save, protect, and hoard it as much as possible, creating a reservoir of cash. For others, they view money as a river. It is a constantly flowing source that they can continually dip their hands into as needed because more is doubtlessly going to come. Both types of people can run into major problems and financial needs. The scrimper may find it difficult to spend their money to buy quality goods that will save them money over the long term because of sticker shock. On the other hand, the one who views money as a river may find themselves in a position that requires them to output more money than they have at any given moment because the river slows down during a drought or dry season. Money and water frequently go together when we're illustrating things because water is a necessary resource for your day-to-day life. Let that lead you to the fact that there are also many investments that exist surrounding water that can provide you with high-quality returns. In our Dividend Kings' Model Portfolio, we have held water utilities in the past and benefited tremendously from the double-digit returns they provided us. We publicly cover multiple different water utilities or water-based investments because they provide strong cash flow to you in the form of dividends from the cash flow they generate. Today, I want to look at another avenue to turn blue, crystal-clear water into beautiful green cash flow. Let's dive in! An Interesting Play on the Blue Gold Rush Xylem Q1 2026 Earnings Presentation Xylem ( XYL ) is dedicated to solving the world 's most critical water challenges through innovation and strategic scale. The company is a global leader in water technology. Operating in more than 150 countries , Xylem is divided into four segments...

HAKINMHAN/iStock via Getty Images High-Yield Stocks Built for Volatile Markets The market and economic backdrop have become increasingly difficult for investors seeking consistency and direction. Stocks have entered a moderately volatile and directionless environment as inflationary pressures have accelerated, with oil prices remaining stubbornly in a tight range around $100 per barrel. Recent Consumer Price Index and Producer Price Index readings have also come in hotter than expected and won’t likely retreat in the near term, contributing to fears of higher-for-longer interest rates. Meanwhile, Treasury yields have climbed to multi-year highs , increasing downside pressure on growth equities, while geopolitical uncertainty in Iran and upcoming midterm elections complicate the macro backdrop. US 10-Yr Treasury Hits Highest Mark in Over a Year US 10-Yr Treasury Hits Highest Mark in Over a Year (Seeking Alpha) Against this backdrop, income-producing investments may offer investors an opportunity to attract solid cash flow while waiting for market conditions to normalize. For investors wanting to avoid chasing momentum in an uncertain environment, they can benefit from a selective focus on diversified Quant Strong Buy stocks offering yields above 5%, supported by strong cash flows and shareholder-friendly capital distribution strategies. These high-yield opportunities stand out as potential candidates for income-seeking investors looking to get paid to wait while navigating what could be a volatile market environment in the coming weeks and months. How I Chose the Top High-Yield Stocks for Volatility To arrive at my top three high-yield stocks, I started with the Seeking Alpha Stock Screener and used the pre-selected list of high-dividend yield stocks . I adjusted the filter to capture yields greater than 5% and then sorted for Quant Strong Buys. I then pared down the list to three companies in different industries that can maintain healthy payouts in the current envi...

Igor Barilo/iStock via Getty Images In early February of this year, I wrote an article talking about the plunge that gold and oil prices saw as political and economic tensions started to ease. Gold and silver, especially gold, have historically been viewed as a barometer of global geopolitical and economic risk. So even though it's unfortunate to see prices decline if you own those precious metals or stocks that benefit from them, it generally is good for the economy if prices do pull back. Since then, a lot has transpired. In late February, the US launched a war against Iran. That is probably the single largest geopolitical issue. But on top of this, the economic climate continues to show signs of weakness and now we are looking like we are almost certainly heading into a stagflationary recession. Just the other day, I pointed out how the market also looks overvalued. And when you add all of this together, the picture could get rather nasty. I find it odd, then, that since the war against Iran has started, gold prices have plummeted. You would think that they would appreciate it. Some of this could be attributable to the fact that, even after this plunge, gold prices are up drastically since the start of 2025. Some of this could certainly be profit taking. But when you look at the broader structural issues that exist, I would contend that the market might be underweighting the prospect of prices climbing further. Seismic shifts in gold demand Data by YCharts Right now, times are peculiar when it comes to the gold market. If you had told me the day before the US attacked Iran that gold prices would be down 13.9% after the fact, I would have thought you were crazy. If anything, I would have predicted a material rise in prices. And yet, here we are, with prices trading lower. This is not to say that gold has been bearish in recent memory. Since the start of 2025, gold prices have risen an astounding 73.1%. This reflects multiple issues , including tariffs that have in...

is a London-based reporter at The Verge covering all things AI and a Senior Tarbell Fellow. Previously, he wrote about health, science and tech for Forbes. Posts from this author will be added to your daily email digest and your homepage feed. This is The Stepback, a weekly newsletter breaking down one essential story from the tech world. For more on AI mischief, follow Robert Hart. The Stepback arrives in our subscribers’ inboxes at 8AM ET. Opt in for The Stepback here. How it started Hacking the first generation of AI chatbots was a laughably simple affair. You didn’t need any technical know-how, backdoor access, or even a basic understanding of what a large language model was. You didn’t need to code. To get an AI system that had cost billions to build to abandon its safety instructions, sometimes all you had to do was ask. These attacks, known as jailbreaks, had the quality of a young child successfully outwitting an adult: Forget what you were told earlier, pretend the rules don’t apply, or let’s play a game and I’ll decide what’s allowed (hint: later bedtime, more sweets). The prizes were less childlike, more along the lines of meth recipes, malware instructions, and bomb-making guides. One of the earliest jailbreaks was so ridiculous it became a meme: reply to an LLM-powered Twitter bot telling it to “ignore all previous instructions,” or something similar, and see what happens. Users gleefully had bots — originally built to post ads and farm engagement — writing poetry, drawing pictures from punctuation, and posting grim non sequiturs about world events and history. It was chaos. Glorious chaos. Turns out the same logic could be applied to chatbots themselves. A prominent exploit was “DAN,” short for “Do Anything Now,” where users asked ChatGPT to roleplay as a rogue AI that was free of the constraints binding the original. As DAN, the chatbot could be coaxed into saying the kinds of things its guardrails were meant to stop, including slurs and conspiracy th...

Religious leaders, lawmakers push for $1 billion to secure houses of worship toggle caption Photo courtesy of the Jewish Federations of North America At a recent Shabbat service in West Bloomfield, Mich., Rabbi Jen Lader shared plans to lobby Congress to pour more funding into a federal program that strengthens security at houses of worship. "We are not asking Congress to just protect Jews – we are asking Congress to protect every community of Americans that gathers to pray. And we are asking with the full weight of what we have just lived through behind us," she said, referencing the March attack on her congregation of Temple Israel. The fact that no one was killed other than the attacker is a credit, Lader said, to their security personnel and rigorous staff training. Sponsor Message "If we had not had those resources and that funding, this would have been a really different story," she told NPR. "And we cannot allow a single other community to experience something as horrific as we've experienced, knowing that there were resources that could have gone into saving lives." Lader and over 400 other Jewish leaders travelled to D.C. this week to push for an increase in funding for the Nonprofit Security Grant Program (NSGP), which awards funding to nonprofits to enhance security – from installing door locks and security cameras to erecting bollards to prevent vehicles from crashing into buildings. "It's tragic that we have to be thinking about this in the same way that TSA protects airports and businesses protect their premises, but we have to," said Eric Fingerhut, president and CEO of the Jewish Federations of North America, the group leading the lobbying effort this week. The advocacy push on Capitol Hill happened to come just one day after two teenagers attacked a San Diego mosque , killing three men and themselves. "It's one of those moments where you think, is this going to happen to us? Is it a matter of when or if?" said Fadi Hammami, co-president of the Islam...

過去很多基層家庭一邊輪候公屋，一邊擠在劏房裡，每天面對漏水、蚊蟲、加租的壓力。等候公屋，不只是等一個單位，而是等著看見未來的一線曙光。 ▌ 公屋輪候降至4.7年 較本屆政府上任前縮短兩成三 但最新的公屋綜合輪候時間已降至4.7年，是2017年第四季以來最低，相比本屆政府上任前的高位6.1年，縮短了兩成三。政府提速、提量、提質、提效，改變了房屋供應的格局。 ▌ 簡約公屋成突破關鍵 組裝合成助基層脫胎換骨 過去公屋供應「頭輕尾重」，現在要真正壓低等候時間，最大突破就是簡約公屋。利用短期未發展的土地，加上「組裝合成」技術，彩興路第一期高層樓宇不用年半就建好，遠快於傳統公屋，為基層搭起上樓前的橋樑。有人以為「簡約」仍不過是「將就屈質」，但對許多住戶來說是「脫胎換骨」，空間變大、有獨立廁所，有窗戶、租金穩定。有位媽媽說，以前住劏房，老鼠蚊蟲多，兒子很難專心溫習，搬進簡約公屋後，租金由四千多元降到一千多元，每天睜開眼，都是由心的微笑。 ▌ 未來五年建屋量大增八成 輪候新低讓家庭早見陽光 政府還加大公屋供應，自2026/27年度起的五年內，公營房屋建屋量將約有19.6萬個單位，比起本屆政府上任時，增加了逾八成，公屋輪候時間創下新低，代表一個個家庭提早離開了惡劣的居所，就是更多家庭提早開一扇能看見陽光的窗。

记者多方采访获悉，无水氢氟酸价格自3月起稳步上行，5月已趋于平稳，核心驱动为原料硫酸涨价以及行业开工率低，但由于行业长期亏损，目前盈利仍处修复阶段。目前，用于半导体的电子级氢氟酸一般分为G4、G5两个级别，后者纯度更高，适14nm及以下先进制程芯片先进制程，有上市公司人士表示，由于存储需求较旺，对电子级氢氟酸预计有拉动，G5级相对更紧张。（财联社）

TOPSHOT - Firefighters work to extinguish a fire at the site of a heavily damaged building following Russian strikes to the Ukrainian capital in Kyiv on May 24, 2026, amid the Russian invasion of Ukraine. (Photo by Vladyslav MUSIENKO / AFP via Getty Images) Vladyslav Musienko | Afp | Getty Images Russia pounded Kyiv and surrounding areas with hundreds of drones and missiles on Sunday in one of the heaviest bombardments of the city since the start of the four-year war, firing an Oreshnik hypersonic missile near the capital. Russia's hours-long overnight barrage killed four people and wounded more than 80, according to Ukrainian officials, and officials said dozens of residential buildings and several schools had been damaged. "It was a terrible night for Kyiv," Kyiv Mayor Vitali Klitschko said in a Telegram message from the site of one attack. "Right now, rescuers are putting out fires and clearing debris. Medics are providing assistance to the victims." Nuclear-capable Oreshnik It was only the third time that Russia has used the Oreshnik missile against Ukraine since the war began with Russia's full-scale invasion in February 2022. The Oreshnik has a range of several thousand kilometers and is capable of carrying a nuclear warhead. The previous two strikes had hit major cities, but Ukrainian President Volodymyr Zelenskyy said this one had struck Bila Tserkva, a city of 200,000 people that lies about 40 miles (64 km) from the outskirts of Kyiv. In total, the air force said, Russia launched 90 missiles and 600 drones. "It's important that this does not remain without consequences for Russia," Zelenskyy said on the Telegram messaging app. "Decisions are needed – from the United States, from Europe and others." Ukraine's President Volodymyr Zelensky (C) talks to Ukraine's Minister of Internal Affairs Igor Klymenko (L) as he arrives at the National Chernobyl Museum, heavily damaged by an overnight Russian airstrike, in Kyiv on May 24, 2026, amid the Russian invasion of U...

中信证券研报指出，2026年原奶供给小幅增加，液奶需求筑底改善，固体乳需求高景气。4月以来散奶价格维持高位，原奶供需矛盾持续缓解，龙头乳企深加工布局持续推进。5月以来淘汰母牛价格涨至22元/kg以上，龙头牧业公司增加肉牛业务布局，2024年以来肉牛存栏去化较多，国内去化及进口配额背景下，2026年肉牛供给端存在下降压力，参考上轮肉牛周期去化及价格回升节奏，研报判断本轮周期活牛价格仍有上行空间。继续看好肉牛原奶周期共振，推荐牧业养殖龙头及全产业链布局、原奶自给率较高的企业，以及乳制品深加工受益乳企。

Greg Abel has been with Berkshire Hathaway (BRKA +1.48%)(BRKB +1.32%) for 26 years, since the holding company acquired MidAmerican Energy. He rose through the company's ranks and was hand-picked by Warren Buffett to take over when he retired, and that happened earlier this year. Although he's been CEO of Berkshire Hathaway for several months, the 2026 first quarter was his first in the top position. The first-quarter 13F Securities and Exchange Commission (SEC) filing reporting the company's positions gives investors a glimpse into how Abel is managing its $330 billion equity portfolio. Abel has put his clear imprint on the portfolio, although he hasn't departed radically from Buffett's style. There were several notable changes, including new positions in Delta Airlines and Macy's and a tripling of the position in Alphabet. Also notable was that Abel sold out of 16 positions. There had been prior reports that he'd sold out of the positions managed by former investing manager Todd Combs, and Abel had also let shareholders know in his first annual report back in February that he would focus on a concentrated group of high-conviction stocks. All the stocks Berkshire Hathaway sold Abel and his team sold out of the following stocks in the first quarter: Allegion Amazon Aon Atlanta Braves Holdings Charter Communications Diageo Domino's Pizza Heico Lamar Advertising Liberty Latin America Series A Liberty Latin America Series C Liberty Formula 1 Mastercard Pool Corp. UnitedHealth Group Visa These were all smaller positions, including newer holdings like UnitedHealth and Heico as well as stocks that had been in the portfolio for years, such as Visa and Mastercard. The largest position was Visa, which had been 1.1% of the portfolio before the sell-off. It's still Berkshire Hathaway Not including investments in Japan, the portfolio is left with 29 positions. These include Buffett's favorite stocks: Apple, American Express, and Coca-Cola, the top three positions, plus Moody's, ...

三家运营商陆续推出词元套餐，推动AI算力从机房专属资源变成像流量一样可订阅、可按量消费的公共服务。 词元经济成为人工智能产业浪潮下的又一风口。今年3月，国家数据局正式将Token的中文译名定为“词元”。词元不仅是智能时代的价值锚点，更是连接技术供给与商业需求的“结算单位”，为商业模式的落地提供了量化的可能。 国家数据局局长刘烈宏日前主持召开词元经济座谈会，明确将把推动词元经济发展纳入工作体系，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。 近期，三家运营商陆续推出词元套餐，推动AI算力从机房专属资源变成像流量一样可订阅、可按量消费的公共服务。业内分析，三大运营商争相布局词元赛道，不仅为普通消费者打开了AI普惠的入口，更将推动通信、算力和人工智能产业深度融合，催生数字经济发展的新机遇、新空间。 词元串联起智能经济核心要素 词元是大模型处理文本、代码、图像、音频、视频等所有信息时采用的最小运算单元，正在成为AI服务的计量单位、结算单位和统计单位。 AI应用落地的每一个场景，背后都是词元的海量调用。今年3月，我国日均词元的调用量，已经超过了140万亿，相比2024年初的1000亿增长了1000多倍；相比2025年底的100万亿，三个月时间又增长了40%多。 刘烈宏表示，中国日均词元调用量的大量增加，充分表明中国的人工智能发展进入快速增长阶段，应用场景在不断深化，从能对话到能决策执行的智能体，中国人工智能产业的竞争力显著增强，也标志着数据集的供给在大量增加，数据要素的价值在不断释放，数据要素赋能人工智能创新发展进入了良性互动的阶段。 词元经济是以词元为要素投入与产出载体，围绕其开展生产、交换、流通、分配等一系列经济活动。2026年政府工作报告首次提出“打造智能经济新形态”。词元经济正是智能经济的重要组成部分，其意义不仅在于技术计量层面，更在于为AI服务的价值衡量、资源配置和规模化应用等层面显现出重要现实价值。 中国社会科学院经济研究所研究员黄群慧表示，词元是AI大模型处理信息的最小单元，从经济要素视角来看，与数据作为独立生产要素直接相关，已成为可独立交易的全新生产要素，是智能经济背景下数字系统的交易价值或者权益载体。从应用场景来看，词元的应用将覆盖千行百业，贯穿生产、交易、消费、分配等经济全环节。 近期，三家运...

格隆汇5月24日丨中信证券认为，美伊越来越临近于达成协议，市场基本已将此作为基准情形定价。达成协议后最大的变化是供需同时回补和经济活动迅速转暖，当前一些经济指标明显偏弱，反映的是临近美伊协议和霍尔木兹海峡通航前的需求延后，微观主体都在等而非急于补库和开工，这是非正常的扰动，随着协议达成和海峡恢复通航，供需都会归位，6月以后经济活动会有明显改观，而宏观变量的变化也会使得市场策略的环境假设发生变化，风格会逐步均衡化。大资金的减持趋于尾声，宏观稳定下来后配置型资金也将逐步回归，推动一些低估值板块修复。配置上继续主动降波，重构AI+能化的杠铃结构。

财联社5月24日讯（记者 封其娟） 截至5月23日，全市场分红频次最高的是一只主动权益产品，已超过“月月分红”的红利主题ETF，年内已分红6次，仅1月就密集分红5次，2月已达合同规定的年度分红次数上限。这只产品正是曹名长在新华基金任职时曾拿下“5倍基”战绩的新华优选分红。 高频分红的背后，是新华优选分红有一份20年未变“强制分红契约”。该产品设立了专属的分红点，即中国人民 银行 一年期定期存款利率的两倍。当基金已实现收益比例超过分红点的10个交易日内必须实施分红。每年分红至多6次，分红比例不低于可分配收益的80%。年度分红满6次后，若再次达到分红条件，可滚存到下一年度实施；满足其他原则，但已实现收益未达到分红点时，也可能实施分红。 从历年分红兑现情况来看，该产品分红节奏与权益市场景气度高度绑定，周期性特征显著。在2006年、2007年、2015年、2020年、2025年、2026年等权益市场大年，均顶格完成年度6次分红。 真正支撑这份“强制分红契约”落地的是，新华优选分红成立至今超21倍的收益率，已大幅跑赢业绩比较基准。究其根本，当净值不断创出新高、长期跑出超额收益，“分红”才不仅仅是营销话术。 在2004年、2005年，银行几乎垄断代销渠道、权益市场冷淡、分红不够规范等时代背景下，公募基金顺势推出了主打高分红、稳息，规避净值波动的产品，“分红”成为核心卖点。但随着权益市场转热，“分红”不再是营销利器，转而主打“成长”“价值”等更灵活的标签 。 全市场名称含“分红”的公募产品共计7只，4只存续运作、3只已清盘，产品运营年限、存续能力各有差异。 这7只“分红”主题基金的业绩基准、分红比例、分红频次、触发条件、规则弹性也各有不同，其中仅中海分红增利1只产品将 红利指数 纳入业绩基准，多数产品分红只是收益分配方式，并非核心投资策略，股债配置、收益来源、运作逻辑差异显著。 从分红回馈力度来看，中海分红增利、银河银泰理财分红的分红比例均不低于净收益的90%，上投摩根分红添利的分红最低比例从初始50%下调至30%，南方优享分红、华安中证高分红指数增强分红最低仅可分配利润的10%；在分红频次灵活性上，中海分红增利、上投摩根分红添利、华安中证高分红指数增强自由度最高，年度分红上限可达12次。中海分红增利在2023年将年度分红上限从原先4次大幅放宽至12次。 曹名长等基金经理拿什么“...

What's really driving the AI buildout is starting to come out in the open. The earnings report from NVIDIA Corp. NASDAQ: NVDA made clear that the AI revolution is happening at the edges. That means chatbots on websites, copilots in spreadsheets, and summarization tools stapled onto software that already works fine. However, for a growing category of organizations, such as defense contractors, hospital systems, and global banks, that kind of peripheral AI is not only inefficient; it’s unacceptable. Get Palantir Technologies alerts: Sign Up Palantir Technologies Today PLTR Palantir Technologies $136.88 -0.53 (-0.39%) 52-Week Range $118.93 ▼ $207.52 P/E Ratio 153.80 Price Target $192.76 Add to Watchlist That's the opening Dell Technologies Inc. NYSE: DELL and Palantir Technologies Inc. NASDAQ: PLTR are stepping into. At Dell Technologies World, the two companies announced a joint solution: Palantir's Foundry and Ontology platform running on-premises inside Dell AI Factory with NVIDIA. The result is what they're calling an AI operating system—a full software and hardware stack that brings production-grade AI agents and workflows to organizations that can't afford to let their data leave the building. This isn't a partnership of convenience. It's a direct answer to a problem that has quietly stalled AI adoption at the highest levels of enterprise and government: you can have powerful AI, or you can have control. Until now, you couldn't easily have both. The Real Problem Isn't the Model—It's the Operating Environment The announcement reframes what enterprise AI actually requires. According to Dell's blog post, most organizations aren't stuck because they lack access to capable AI models. They're stuck because their data is fragmented across ERP systems, electronic health records, core banking platforms, logistics software, and document stores—spread across on-premises infrastructure and multiple clouds—and almost none of it is "AI-ready." Palantir's contribution to the jo...

财联社5月24日讯（记者 罗祎辰） 存储行业需求爆发，带动电子级氢氟酸及上游无水氢氟酸涨价预期升温，产业链个股随之走强。 财联社记者多方采访获悉，无水氢氟酸价格自3月起稳步上行，5月已趋于平稳，行业盈利仍处修复阶段。业内表示，本轮涨价主要受原料涨价、开工率低等影响。电子级氢氟酸同步跟涨，但由于产品多以长期订单供货大客户，实际价格传导预计存在滞后性，业内判断高端G5级产品供需相对偏紧。 上市公司回应涨价预期 据悉，本次氢氟酸产业链涨价预期主要受消息刺激。近期一则新闻提到“韩国无水氢氟酸生产商将自5月起开始从中国采购无水氢氟酸，价格较年初上涨约40%”、“预计韩国供应商向半导体公司供应的电子级氢氟酸将在6月和7月大幅上涨”。 以此为背景，财联社记者采访了行业分析师以及相关上市公司，得到的答复多为无水氢氟酸涨价早已经启动，如果按照5月国内无水氢氟酸15000元/吨计算，较年初12000元/吨的价格，已经上涨25%左右，考虑到国内氢氟酸出口受到管控，不排除国内外价差问题。 至于电子级氢氟酸短期价格走势，财联社记者以投资者身份致电 晶瑞电材 （300655.SZ）、 多氟多 （002407.SZ）和 江化微 （603078.SH）的证劵部，相关工作人员均表示不清楚电子级氢氟酸具体价格变动，有人提及电子级氢氟酸供应下游大客户，一般签订的是6-12个月的长期订单，价格传导有一定滞后性。 目前，用于半导体的电子级氢氟酸一般分为G4、G5两个级别，后者纯度更高，适14nm及以下先进制程芯片先进制程，有上市公司人士表示，由于存储需求较旺，对电子级氢氟酸预计有拉动，G5级相对更紧张。主要厂商中，多氟多、 中巨芯 （688549.SH）、江化微、 滨化股份 （601678.SH）均有G5级电子氢氟酸产能。 成本推动本轮行业涨价 “今年因为中东那边的情况导致了硫磺涨价，硫磺涨引发硫酸涨，导致整个无水氢氟酸产线开工率下降，很多产线开不起来，没有（原料）硫酸配套，无水氢氟酸越生产越亏，行业供给比较紧张。” 中欣氟材 （002915.SZ）证券部工作人员对以投资者身份致电的财联社记者表示，他强调公司具备20万吨硫酸配套产能，在现阶段竞争优势明显。 值得注意的是，由于无水氢氟酸盈利好转，行情数据显示，5月以来行业开工率已有所回升。卓创资讯数据显示，今年3月-4月，无水氢氟酸价格一路上涨，但税前毛利一...

Key Points Stanley Druckenmiller first bought Nvidia stock in late 2022, but later unloaded his position after the stock's first explosive run. During the first quarter of 2026, Druckenmiller bought shares of Broadcom, Intel, and Arm Holdings. These moves signal that Druckenmiller sees value beyond GPUs as investment in AI infrastructure and inference accelerate. 10 stocks we like better than Intel › Stanley Druckenmiller's moves have been particularly telling throughout the artificial intelligence (AI) revolution. After initiating a position in Nvidia (NASDAQ: NVDA) during the early generative AI surge, the billionaire money manager fully exited the position by late 2024. During the first quarter of 2026, his Duquesne Family Office initiated new stakes in Broadcom (NASDAQ: AVGO), Intel (NASDAQ: INTC), and Arm Holdings (NASDAQ: ARM). This is no random reshuffling. These decisions reflect a deliberate bet that a new layer within the AI chip stack is emerging -- moving away from Nvidia's general-purpose training GPUs (graphic processing units) and shifting toward greater adoption of custom silicon and central processing units (CPUs). 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 » Why did Stanley Druckenmiller sell Nvidia stock? Druckenmiller bought 582,915 shares of Nvidia during the fourth quarter of 2022. During the quarters that followed, he traded around Nvidia as the rise of ChatGPT sparked an AI frenzy featuring the chipmaker's indispensable GPUs. Between ChatGPT's commercial launch (Nov. 30, 2022) and the end of the third quarter of 2024, Nvidia stock had risen more than 600%, eventually becoming the world's most valuable company. Even to a bull like Druckenmiller, this appeared as a clear example of extreme valuation expansion. Liquidating his position was a prudent demonstration of portfol...

What's really driving the AI buildout is starting to come out in the open. The earnings report from NVIDIA Corp. NASDAQ: NVDA made clear that the AI revolution is happening at the edges. That means chatbots on websites, copilots in spreadsheets, and summarization tools stapled onto software that already works fine. However, for a growing category of organizations, such as defense contractors, hospital systems, and global banks, that kind of peripheral AI is not only inefficient; it’s unacceptable. Get Palantir Technologies alerts: Sign Up Palantir Technologies Today PLTR Palantir Technologies $136.88 0.00 (0.00%) 52-Week Range $118.93 ▼ $207.52 P/E Ratio 153.80 Price Target $192.76 Add to Watchlist That's the opening Dell Technologies Inc. NYSE: DELL and Palantir Technologies Inc. NASDAQ: PLTR are stepping into. At Dell Technologies World, the two companies announced a joint solution: Palantir's Foundry and Ontology platform running on-premises inside Dell AI Factory with NVIDIA. The result is what they're calling an AI operating system—a full software and hardware stack that brings production-grade AI agents and workflows to organizations that can't afford to let their data leave the building. This isn't a partnership of convenience. It's a direct answer to a problem that has quietly stalled AI adoption at the highest levels of enterprise and government: you can have powerful AI, or you can have control. Until now, you couldn't easily have both. The Real Problem Isn't the Model—It's the Operating Environment The announcement reframes what enterprise AI actually requires. According to Dell's blog post, most organizations aren't stuck because they lack access to capable AI models. They're stuck because their data is fragmented across ERP systems, electronic health records, core banking platforms, logistics software, and document stores—spread across on-premises infrastructure and multiple clouds—and almost none of it is "AI-ready." Palantir's contribution to the join...

The announcement reframes what enterprise AI actually requires. According to Dell's blog post, most organizations aren't stuck because they lack access to capable AI models. They're stuck because their data is fragmented across ERP systems, electronic health records, core banking platforms, logistics software, and document stores—spread across on-premises infrastructure and multiple clouds—and almost none of it is "AI-ready." This isn't a partnership of convenience. It's a direct answer to a problem that has quietly stalled AI adoption at the highest levels of enterprise and government: you can have powerful AI, or you can have control. Until now, you couldn't easily have both. The result is what they're calling an AI operating system—a full software and hardware stack that brings production-grade AI agents and workflows to organizations that can't afford to let their data leave the building. That's the opening Dell Technologies Inc. (NYSE: DELL) and Palantir Technologies Inc. (NASDAQ: PLTR) are stepping into. At Dell Technologies World, the two companies announced a joint solution: Palantir's Foundry and Ontology platform running on-premises inside Dell AI Factory with NVIDIA. However, for a growing category of organizations, such as defense contractors, hospital systems, and global banks, that kind of peripheral AI is not only inefficient; it’s unacceptable. What's really driving the AI buildout is starting to come out in the open. The earnings report from NVIDIA Corp. (NASDAQ: NVDA) made clear that the AI revolution is happening at the edges. That means chatbots on websites, copilots in spreadsheets, and summarization tools stapled onto software that already works fine. The deal strengthens the bullish case for Palantir stock by expanding its reach into regulated enterprise markets while supporting PLTR’s long-term growth narrative. Palantir and Dell launched a secure AI operating system designed for defense, healthcare, banking, and other industries that require...

What's really driving the AI buildout is starting to come out in the open. The earnings report from NVIDIA Corp. (NASDAQ: NVDA) made clear that the AI revolution is happening at the edges. That means chatbots on websites, copilots in spreadsheets, and summarization tools stapled onto software that already works fine. However, for a growing category of organizations, such as defense contractors, hospital systems, and global banks, that kind of peripheral AI is not only inefficient; it’s unacceptable. That's the opening Dell Technologies Inc. (NYSE: DELL) and Palantir Technologies Inc. (NASDAQ: PLTR) are stepping into. At Dell Technologies World, the two companies announced a joint solution: Palantir's Foundry and Ontology platform running on-premises inside Dell AI Factory with NVIDIA. The result is what they're calling an AI operating system—a full software and hardware stack that brings production-grade AI agents and workflows to organizations that can't afford to let their data leave the building. This isn't a partnership of convenience. It's a direct answer to a problem that has quietly stalled AI adoption at the highest levels of enterprise and government: you can have powerful AI, or you can have control. Until now, you couldn't easily have both. The Real Problem Isn't the Model—It's the Operating Environment The announcement reframes what enterprise AI actually requires. According to Dell's blog post, most organizations aren't stuck because they lack access to capable AI models. They're stuck because their data is fragmented across ERP systems, electronic health records, core banking platforms, logistics software, and document stores—spread across on-premises infrastructure and multiple clouds—and almost none of it is "AI-ready." Palantir's contribution to the joint architecture directly addresses this. Its Foundry platform and Ontology layer take that fragmented data and build what the companies describe as a governed semantic layer—a unified, strongly typed ...

财联社5月24日讯（记者 陈俊兰） 19年间违规炒股累计亏损金额476.21万元，券商前营业部员工被责令改正及警告，还遭罚没25万元。 5月22日， 天津 证监局发布的行政处罚决定书显示，迟伟为 证券 公司从业人员，2005年8月至2024年2月期间实际控制、使用多个他人证券账户交易多只股票。经计算，近19年时间其账户累计亏损476.21万元。天津证监局依据相关规定，对迟伟处以25万元罚款。 据记者不完全统计，年内券商罚单数量已超120张，针对从业人员违规炒股的罚单，至少已有21张罚单，涉及证券公司10家，处罚人数多达21人。这些数据背后折射出一个深层问题，从业人员违规炒股并非个案，而是行业内长期存在的现象。 亏损476万仍遭罚，19年违规交易轨迹被穿透核查 5月22日，天津证监局发布的处罚决定书显示，当事人迟伟在2005年8月至2024年2月期间，实际控制、使用多个他人证券账户交易多只股票，经证券交易所计算数据确认，迟伟长达近19年的“操作”累计亏损金额高达476.21万元。 尽管交易亏损，但因其行为违反了《证券法》第四十条第一款的规定，仍被处以25万元罚款。 从监管调查过程来看，迟伟的违规交易轨迹被完整穿透核查。监管部门通过调取劳动合同、相关人员询问笔录、证券账户及 银行 账户资料、证券交易所交易数据等证据，形成了完整的证据链。迟伟未在规定时间内领取《行政处罚事先告知书》，也未提出陈述申辩意见或要求听证，监管部门遂依法作出最终处罚决定。 事实上，迟伟的违规行为并非首次被监管关注。早在2024年11月18日，天津证监局就已向迟伟出具警示函，指出其在 财达证券 天津狮子林大街证券营业部任职期间，存在借用他人证券账户买卖股票的行为，并将该事项记入证券 期货 市场诚信档案，而此次行政处罚则是对其违法事实的进一步追责。 需要特别指出的是，迟伟的违规行为跨越了近20年的时间周期，从业时间跨度覆盖了新旧《证券法》的交替期。期间证券市场监管体系不断完善，对从业人员行为的管控持续升级。其交易行为从早期的隐蔽操作到后期被 大数据 系统捕捉，最终在监管穿透式核查下无所遁形。 2026年监管持续 高压 ，从业人员违规炒股罚单密集落地 迟伟的案例并非个例，2026年以来，监管部门对证券从业人员违规炒股行为的打击力度持续加大，多起罚单的细节折射出监管的新趋势。财联社记者梳理发现，今年以来已...

本台記者抵達泉衛星發射中心問天閣圓夢園廣場，該處迫滿群眾，準備見證航天員出征。 預料首位香港航天員黎家盈的家人及香港政府官員，亦會到場送行。

财联社5月24日讯（编辑 若宇） 十大券商最新策略观点新鲜出炉，具体如下： 中信证券：海峡通航临近 静待需求回补 美伊越来越临近于达成协议，市场基本已将此作为基准情形定价。达成协议后最大的变化是供需同时回补和经济活动迅速转暖，当前一些经济指标明显偏弱，反映的是临近美伊协议和霍尔木兹海峡通航前的需求延后，微观主体都在等而非急于补库和开工，这是非正常的扰动，随着协议达成和海峡恢复通航，供需都会归位，6月以后经济活动会有明显改观，而宏观变量的变化也会使得市场策略的环境假设发生变化，风格会逐步均衡化。大资金的减持趋于尾声，宏观稳定下来后配置型资金也将逐步回归，推动一些低估值板块修复。 配置上，底层逻辑依然是中国优势制造业定价权的重估，最具代表性的行业是新能源、化工、有色、电力设备。继续密切关注国产AI的进展，看好国产算力、云平台。此外，建议继续增配一些低估值品种，重点关注券商、保险，待大资金减持结束或有修复机会。对于成长型周期品，AIDC链、锂电链这类周期成长品景气度仍然持续，建议关注供需最紧俏的环节，这体现在近期的涨价频率上，主要有覆铜板、玻纤、高速硅、电子特气、光纤、MLCC、铬、碳酸锂、稀土、碳纤维。对于传统周期品，建议聚焦在真实发生系统性产能出清或者供给有绝对约束的品种上，比如磷化工、MDI、氨纶、草甘膦、尿素、橡胶、制冷剂等。 华西证券：底部有支撑 顶部知敬畏 5月中旬以来，A股面临的阻力主要来自两方面：海外流动性压制，以及科技板块微观交易结构的持续拥挤。非科技板块虽多次尝试承接资金，但受制于内需偏弱的基本面现实，始终未能成为资金合力的方向。华西证券认为，当前调整属于强结构行情中的阶段性蓄势，叠加监管层持续推进防风险、强监管各项工作，有助于消化过热情绪，为后续健康可持续的上行夯实基础。从微观流动性、全球产业趋势和政策稳预期三个维度审视，市场底部区间具备坚实支撑。 行业配置上，建议关注：1）高景气科技成长赛道：算力硬件、新能源、机器人、AI应用等；2）涨价与能源自主可控相关的：化工、建筑材料等。 国金证券：两个闸门 一种共振 当前，一侧是海峡的持续关闭冲击了全球脆弱行业，现在正通过货币政策和政治因素（美国的K型分化下生活成本压力），向最有韧性的部门施加影响；另外一侧，是最具景气的产业正在将景气度向传统行业扩散。如果当霍尔木兹海峡重新通航，景气扩散与经济修复将是全球顺...

沃什就任引爆黄金抛售潮 在美联储鹰派政策预期持续压制下，黄金价格已经连跌两周。 5月22日，伦敦现货黄金持续承压下挫，收盘跌0.75%报4508美元/盎司。COMEX黄金收盘跌0.70%，两周累计跌幅超5%。 宏观面上，凯文·沃什于当日正式出任美联储主席，全球金融市场的政策切换大幕正式拉开，黄金首当其冲。 金价这一波调整并非在沃什上任后才开始——鹰派基调早已提前在黄金市场掀起波澜：1月29日，提名沃什接替鲍威尔任美联储主席的消息公布前后，金价就从每盎司5600美元附近单日急挫至5100美元，此后重心持续下移，自1月底的高点以来累计跌幅约19%。 面对“缩表优先、降息在后”的政策组合预期，国际投行已纷纷下调金价预期。尽管中东紧张局势持续，但市场对美联储政策可能转向更趋鹰派的预期持续发酵，成为压制金价的主要力量。光大期货在研报中提到，市场担心在通胀超预期的背景下，沃什正式就职后的表态可能偏鹰派，从而打击流动性预期。 投行接连转向，短期降温成共识 就在沃什正式履职前后，华尔街投行密集重估黄金定价逻辑。 花旗银行公开表态短期看淡黄金走势，预判未来3个月内金价每盎司将触及4300美元。 该机构认为，一旦美伊顺利敲定合作共识、航运秩序全面恢复，国际油价回归冲突前的价位后，市场通胀情绪将快速走弱，实际利率便会顺势走高，进而对黄金走势形成压制。 但花旗对黄金中期市场并未转向全面悲观，其维持未来6至12个月目标价5000美元/盎司。 “短期冷、中期热”的判断逻辑，也是这轮投行集体转向最为鲜明的共同特征。 摩根士丹利在4月末率先砍低金价预期，将2026年下半年黄金目标价下修至5200美元/盎司，远低于此前5700美元的预测。该机构的理由是：地缘摩擦导致实际利率上行、美联储降息延后，黄金与实际利率的经典负相关关系由此回归常态。 摩根大通将2026年黄金平均价格预测从5708美元/盎司重估至5243美元/盎司，并在报告中提到，COMEX黄金期货总持仓量和成交量持续低迷，管理基金期货净持仓量在低位徘徊，ETF资金流入也较为清淡。 澳新银行将年末黄金目标价从5800美元/盎司降低至5600美元/盎司，并将金价达到6000美元的目标时间从2027年初推迟至2027年年中。该行分析师指出：“市场目前似乎陷入了两难境地，一方面是地缘政治引发的焦虑，另一方面则是对通胀上行的担忧。” 从更长的时间线来看...

记者从甘肃省气象局获悉，甘肃已于24日16时50分启动重大气象保障(暴雨)Ⅳ级应急响应。兰州中心气象台于24日16时26分发布暴雨蓝色预警。预计未来24小时，甘肃省庆阳市、平凉市、天水市以及陇南市东部、兰州市南部、定西市北部、临夏回族自治州南部、甘南藏族自治州北部等地有大雨，其中，庆阳市、平凉市部分地方及天水市北部、白银市南部、定西市东北部有暴雨。(新华社) 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。

华侨银行外汇策略师表示，受伊朗局势有望缓和提振，风险类资产本周开局走势偏稳。但伊朗核计划及铀浓缩核心细节仍未明朗，外汇市场或不会盲目追涨。分析称油价仍是关键波动因素：若停火协议敲定、油价持续下行，美债收益率与美元或将承压。但伊朗核相关条款尚未明确，叠加节日市场流动性收紧，市场不会大幅消化地缘风险溢价。 高波动属性的澳元、韩元、或率先走强，印度卢比、印尼盾、菲律宾比索走势相对滞后。 责任编辑：江学思