寧德時代(03750)出現大手賣出7400股，成交價$686.0，涉資507.64萬 AASTOCKS.com

騰訊控股(00700)出現大手賣出1.65萬股，成交價$441.6，涉資728.64萬 AASTOCKS.com

騰訊控股(00700)出現大手賣出1.19萬股，成交價$441.4，涉資525.266萬 AASTOCKS.com

QCOM Poised to re-rating ; ARM 2.0 (!Hyperscaler Deal for Qcom!) ； SOTP $350 Moomoo

Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." (Source: Bloomberg)

(RTTNews) - Shares of quantum computing companies surged Thursday and extended gains in after-hours trading after the U.S. government said it would provide about $2 billion in federal incentives to nine companies to accelerate domestic quantum computing research and manufacturing. The Department of Commerce said it signed nine letters of intent to provide $2.013 billion in incentives under the CHIPS and Science Act. International Business Machines Corporation (IBM) is set to receive $1 billion to establish a quantum foundry subsidiary for superconducting wafers. IBM shares rose 12.43% on Thursday and gained more than 3% in after-hours trading. Chipmaker GlobalFoundries will receive $375 million to build a domestic quantum foundry supporting multiple quantum computing architectures. Its shares climbed 14.92% during the session and added about 5% after hours. Other recipients include D-Wave Quantum Inc. (QBTS), Infleqtion, Inc. (INFQ) and private firms Atom Computing, PsiQuantum and Quantinuum, which are each set to receive $100 million. D-Wave shares surged 33.37% on Thursday and rose another 7.58% after hours, while Infleqtion jumped 31.48% and added 9.32% in extended trading. Rigetti Computing, Inc. (RGTI) will receive up to $100 million. Its shares gained 30.57% on Thursday and rose more than 8% after hours. Startup Diraq is set to receive up to $38 million. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Morning, I’m Chloé Meley from Bloomberg UK’s breaking news team, bringing you up to speed on today’s top business stories. If Chancellor Rachel Reeves was looking for some good news ahead of the bank holiday weekend, she won’t find it in Friday’s economic data. Retail sales slid 1.3% in April, worse than economists had expected and the sharpest drop since May 2025, as consumers hurt by higher energy costs from the Iran war held back spending. After stocking up on fuel in March, motor fuel sales plunged 10% in April, the biggest fall since the height of the pandemic. And it’s not like Brits are spending that money elsewhere, with consumer confidence plummeting this month for the poorest families, according to GfK. Lower-earning households are increasingly reluctant to make big-ticket purchases, and even average-income earners are digging into savings. It seems only the wealthy are unfazed, with those earning £50,000 or more seeing an uptick in their willingness to spend. The data comes just after Labour announced its support package to limit the impact of the energy shock on the cost of living, which includes cuts to value-added tax on British summer attractions. But there’s also limited room for manoeuvre when it comes to this type of government spending. The UK deficit has hit the highest April level since 2020, the ONS revealed on Friday, as the war abroad and instability at home pile pressure on public finances. At least there’s the bank holiday to look forward to. P.S.: We’ll be back on Tuesday May 26, enjoy your long weekend. What’s your take? Ping me on X , LinkedIn or drop me an email at cmeley@bloomberg.net. Oh, and do subscribe to Bloomberg.com for unlimited access to trusted business journalism on the UK, and beyond. What We’re Watching Prime Minister Keir Starmer is “a dud,” veteran broadcaster David Dimbleby told Bloomberg’s Mishal Husain in her Weekend Interview . “A nice and no doubt very intelligent man, but a man so overcautious and seen publicly as ...

ABN Amro Investment Solutions boosted its holdings in Intel Corporation (NASDAQ:INTC - Free Report) by 371.2% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 208,799 shares of the chip maker's stock after acquiring an additional 164,491 shares during the quarter. ABN Amro Investment Solutions' holdings in Intel were worth $7,705,000 at the end of the most recent quarter. Several other large investors have also recently added to or reduced their stakes in INTC. Capital World Investors increased its position in Intel by 32.5% in the 3rd quarter. Capital World Investors now owns 86,503,121 shares of the chip maker's stock valued at $2,902,180,000 after acquiring an additional 21,230,715 shares during the period. Vanguard Group Inc. increased its position in Intel by 3.5% in the 4th quarter. Vanguard Group Inc. now owns 404,522,308 shares of the chip maker's stock valued at $14,926,873,000 after acquiring an additional 13,692,624 shares during the period. AQR Capital Management LLC increased its position in Intel by 61.3% in the 3rd quarter. AQR Capital Management LLC now owns 25,001,621 shares of the chip maker's stock valued at $838,804,000 after acquiring an additional 9,503,402 shares during the period. Van ECK Associates Corp increased its position in Intel by 18.3% in the 3rd quarter. Van ECK Associates Corp now owns 55,521,741 shares of the chip maker's stock valued at $1,862,755,000 after acquiring an additional 8,569,812 shares during the period. Finally, Rafferty Asset Management LLC increased its position in Intel by 66.4% in the 2nd quarter. Rafferty Asset Management LLC now owns 19,396,839 shares of the chip maker's stock valued at $434,489,000 after acquiring an additional 7,736,635 shares during the period. 64.53% of the stock is currently owned by institutional investors and hedge funds. Get Intel alerts: Sign Up More Intel News Here are the key news stories impa...

法国财政部长称，在无法预判伊朗冲突持续时长前，各国政府暂无法决定是否进一步释放石油储备以缓解危机。 本周早些时候，法国在巴黎接待七国集团财长，美国财政部长斯科特・贝森特等人均出席。被问及是否已商议第二轮战略石油储备投放事宜时，罗兰・莱斯屈尔向英国媒体表示，本次会议并未讨论该议题。 莱斯屈尔在采访中说道：“现阶段，在未能明确冲突持续时间与激烈程度的情况下，我们不能动用储量有限的石油储备。”他补充，即便霍尔木兹海峡恢复通航，原油运抵欧亚等地区仍需数周时间，明确供油恢复时间节点至关重要。 他表示，只有时机成熟，才适合考虑释放储备油，平稳衔接供油过渡期，目前尚不具备相关条件。 今年3月，国际能源署32个成员国合计投放4亿桶原油及成品油，缓解战争引发的供应短缺。此举压低油价、平复市场波动，但这批储备油将在未来数周内耗尽。 责任编辑：江学思

Microsoft extends cloud licensing deal with OpenAI through 2032; Microsoft stays OpenAI’s primary cloud provider, but the license is no longer exclusive. 1 Microsoft and EY launch a $1B, five-year global joint effort to help enterprises deploy and scale AI, combining Microsoft engineers and EY consultants to integrate AI into workflows and apps. 2 3 From December to March, TCI cut its Microsoft (MSFT) holding from about 10% to roughly 1%, largely exiting MSFT and reallocating capital into Alphabet amid AI-driven repositioning. 4 Microsoft will supply cloud and AI platform services for Kawasaki Heavy’s San Jose AI and robotics center, aiding faster deployment of physical AI solutions with healthcare as initial focus. 5

22日，第64届高等教育博览会和第二届建设教育强国·高等教育改革发展论坛在江西南昌开幕，吸引1500余所高校和6000余家企业参会。本届高博会展览面积达14万平方米，设江西、科创、人才、高端仪器及企业五大展区。其中，江西展区展示江西高等教育服务区域发展的成效，南昌大学碳化硅单晶技术、金黄光LED等标志性成果亮相。科创专区邀请北京大学、清华大学等25所高校，聚焦战略性新兴产业与未来产业，带来科技成果转化前沿项目。企业专区汇聚世界500强、科技领军企业，汇聚智慧教育、产教融合等7个领域的成果。（新华社）

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

On Cenang Beach, Mohamad Zaki Najmi sells fun and adventure activities that have powered Langkawi’s tourism economy for years – jet ski rides and boat tours on the Malaysian island’s turquoise waters. But costs are rising fast at the popular island resort, and the sea sports operator has been forced to pass it on to his customers, a last resort for tourism players in Malaysia as competition for international visitors in Southeast Asia heats up. Higher fuel prices, triggered by the US-Israeli war on Iran, have forced Zaki to increase boat packages – a 30-minute ride now costs US$30, compared with US$25 previously. Advertisement “The cost for operating boats and jet skis on the sea is higher than for regular vehicles on the road,” the Langkawi resident said. Zaki, who has operated Seeman Motorsport on Cenang Beach since 2006, is also experiencing another setback as tourist arrivals in Langkawi appear to have fallen in recent months. Advertisement “There aren’t many tourists these days, and we don’t have set targets any more,” Zaki said.

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Tesla (NasdaqGS:TSLA) has launched its Full Self-Driving (FSD) software in China and nine additional markets after securing regulatory approval. The rollout marks a key expansion of Tesla's software offering into China, a highly competitive and closely watched electric vehicle and autonomous driving market. Recent disclosures highlight around $890 million in cross-company revenues and shared AI infrastructure projects between Tesla, SpaceX, and xAI. These links are drawing investor focus to potential corporate governance questions and the longer term structure of Elon Musk's business ecosystem. Tesla shares recently closed at $417.85, with the stock up 22.5% over the past year and 126.5% over three years, while the year to date move is down 4.6%. The latest FSD rollout comes as investors weigh that mixed shorter term performance against longer term returns and Tesla's efforts to grow higher margin software related revenue. For investors following NasdaqGS:TSLA, the combination of new FSD markets and tighter business links with SpaceX and xAI introduces new variables into the investment thesis. The developments raise questions around how software, AI infrastructure, and cross-company dealings might shape Tesla's risk profile, cash flows, and governance structure in the years ahead. Stay updated on the most important news stories for Tesla by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Tesla. NasdaqGS:TSLA 1-Year Stock Price Chart See which insiders are buying and buying and selling Tesla following this latest news. The FSD launch in China and nine new markets gives investors fresh information on how Tesla’s software story is progressing outside the US. China is the world’s largest EV market and a core battleground against local autonomous-driving players like BYD and NIO, while in Europe Tesla i...

Tesla FSD Expansion And Musk Ecosystem Ties Reshape Investor Questions Yahoo Finance

为深入宣传落实创业板改革政策，引导企业用好资本市场资源配置功能，实现高质量发展，近日，创业板改革政策宣讲暨全省推动上市公司高质量发展活动在沈阳举行。本次活动邀请了深圳证券交易所专家面向重点拟上市企业、券商机构、各市政府及相关省（中）直单位人员进行政策宣介；组织对重点上市后备企业走访调研，帮助企业准确把握改革要点，夯实培育与申报工作基础，促进创业板改革政策在辽宁加快落地见效；同时，活动还包含了债券融资座谈、地方政府IPO信息推送培训、上市公司高质量发展动员部署等系列内容。下一步，辽宁证监局将持续深化与各方协作联动，推动创业板改革举措在辖区落实落地，为辽宁发展新质生产力、实现经济高质量发展提供坚实的金融力量。（证监会）

作者：闫峻 当 AI 应用还停留在 demo、发布会和融资新闻里，大家最容易讨论的是模型参数、响应速度和产品体验。 但一旦产品真正进入客户现场、采购验收、融资尽调、上市披露和退出环节，一个更冷的问题就会出现：这个看起来已经自动完成的系统，到底有多少是系统自己完成的，又有多少是人工在背后维持。 这就是 AI 应用公司迟早都要面对的“含人量”问题。 所谓“含人量”，不是一句讽刺，也不是否定 AI，而是一个非常现实的交付判断：一个结果看上去越自动，越需要追问其中到底有多少依赖人工复核、远程接管、质检、部署、运营支撑和客户现场维护。 这里讨论的不是基础大模型公司，也不是芯片、算力或底层基础设施公司，而是更贴近客户业务流程的 AI 应用公司：智能客服、企业知识库、销售外呼、内容审核、AI Agent、智能办公工具、行业大模型解决方案，以及各种垂直场景自动化产品。 很多人其实并不是不知道 AI 应用背后可能有人。 投资人见过这样的项目：demo 很顺，客户也有，但一旦追问毛利率、交付周期和服务人员配置，才发现收入增长背后还有一支不小的实施与交付队伍。 产业客户也见过类似场景：试点阶段供应商团队几乎天天在线，问题随叫随到；等到正式上线，才发现系统仍然高度依赖人工兜底，数据谁能看、出错谁负责、验收怎么写，反而成了更现实的问题。 创始人自己往往更清楚这一点。早期产品靠人补边界、救现场、攒样本，是 AI 应用进入真实场景时极其常见的工作方式。真正难的从来不是一开始后台有没有人，而是半年以后、一年以后，这些人工到底有没有被沉淀进产品，变成自动化能力；还是继续停留在交付链条里，变成新的服务成本、运营成本和组织负担。 两类人工 AI 应用的自动化，从来不是一个纯粹的模型问题。 在真实商业交付里，一个 AI 应用产品往往由模型、规则、数据、质检、人工复核、异常处理、远程接管、客户流程和运营团队共同组成。 客服、知识库、审核、销售、办公自动化、企业 Agent、行业解决方案，几乎都要经历这样一个阶段：AI 先处理标准化任务，人来兜住异常、敏感、低置信度或高风险任务。 真正的关键，不是人工有没有参与，而是人工参与最后沉淀到哪里。 第一类人工，是帮助产品学习的人。 他们做数据标注、样本筛选、模型评测、质检抽样、异常案例收集、人工反馈和流程训练。他们的价值不在于替系统长期完成工作，而在于把客户现场里的...

澳洲2026年悉尼燈光音樂節開幕，今年首度加入日間體驗和無人機表演，預計吸引數百萬人觀賞。 一年一度的悉尼燈光音樂節，本周五至下月13日舉行，準備工作進入最後階段。 節目總監希伊指出︰「這是我們有史以來規模最大的燈光音樂節，而且新增了很多藝術形式，意味就參與人數而言是全球最大規模的綜合藝術節。」 燈光音樂節已經來到第16屆，今年活動迎來全面升級，首度加入日間體驗及歷年最大規模的無人機表演。整個活動有八成的項目都免費開放予公眾參與。 至於焦點之一的燈光步道將再次免費開放，由43個燈光裝置串連環形碼頭、達令港等悉尼地標，商界預計活動會帶來巨大經濟效益。 悉尼商業會尼古拉烏指出︰「它將創造1.17億澳元經濟效益。」 名為「星際之界」的無人機表演，繼2024年後再度回歸，11個晚上共22場演出，參演無人機數量將是歷年之冠。至於科克灣，每晚都會有全新的「激光瀑布」表演。 新南威爾士州警察局警司托印頓稱︰「我們制定了重大的人群管理計劃，以保障無人機表演期間，我現在身處這個位置的人們安全。」 至於由澳洲和國際知名大廚親自操刀的美食慶典，今年移師至布蘭加魯保護區舉行，遊客可邊欣賞美景，邊品嚐街頭炭燒美食。主辦單位稱，希望活動不會受天氣因素影響。

The famously volatile biotech industry can help investors earn substantial returns in relatively short periods, so long as they pick the right companies. Take Abivax (NASDAQ: ABVX) and Viking Therapeutics (NASDAQ: VKTX) , two biotechs that have grown in prominence in recent years. These two drugmakers could see their shares double over the next four years -- for a compound annual growth rate of about 19% -- provided they can make significant headway with their leading pipeline candidates. Here's the rundown. Image source: The Motley Fool. Abivax is a clinical-stage biotech developing a promising product called obefazimod. This drug could enter the market for ulcerative colitis (UC) medicines if it earns approval. Although it is a highly competitive area, obefazimod has shown tremendous potential so far. Unlike some traditional immunosuppressants used to treat UC, which leave patients vulnerable to various infections, obefazimod does not broadly weaken the immune system. Obefazimod aced a phase 3 clinical trial in patients with moderate-to-severe UC, about 47.3% of whom had had inadequate responses to prior therapies. These results highlight the fact that obefazimod could be just as effective as its competitors (or even more so) while limiting side effects. That's why it looks so promising. Continue reading

百度集團－ＳＷ(09888)出現大手賣出4.09萬股，成交價$128.0，涉資523.52萬 AASTOCKS.com

百度集團－ＳＷ(09888)出現大手賣出4.09萬股，成交價$128.0，涉資523.52萬 AASTOCKS.com

全市场超3800只个股上涨，超百股涨停。 5月22日，四大股指集体收涨，沪指涨0.87%，深证成指涨2.3%，创业板指涨2.84%，科创综指涨2.21%。 盘面上，算力硬件产业链再度走强，PCB、超硬材料方向爆发；量子技术、半导体、电池、太空光伏、工业金属概念股活跃。券商、白酒、医药生物板块调整。 具体来看，有色金属板块走强，铜陵有色、中钨高新等多股涨停。 白酒板块集体走低，威龙股份跌停，酒鬼酒、水井坊等多股跌逾3%。 沪深两市成交额2.9万亿，较上一个交易日缩量5783亿。盘面上，市场热点快速轮动，全市场超3800只个股上涨，超百股涨停。

当前行业面临的共性痛点，根源在于缺乏跨行业协同的基础设施。 商业保险在创新药械多元支付体系中的赋能作用持续升级，目前已形成百亿级支付能力，正逐渐成为我国创新药械落地应用的重要支撑。 根据中再寿险与镁信健康近日联合编写的《中国创新药械多元支付白皮书（2026）》（下称“白皮书”），2025年创新药市场销售规模预计达1950亿元，较去年实现显著增长。其中基本医保支出金额约905亿元，仍是国内创新药械支付的主要来源。而商保的支付角色亦有所提升。2025年，商业健康险对创新药械支付规模已达152亿元，同比增长23%，其中医疗保险支付82亿元、重疾险支付70亿元。 值得一提的是，在部分特殊疗法及药械上，商保提供了不低的覆盖率。白皮书举例称，截至2025年第三季度，国内首款CAR-T产品奕凯达累计惠及超1000位患者，其中保险赔付覆盖人数已超过50%；治疗胶质母细胞瘤的器械爱普盾近3年中国区域收入中，商保患者购药支出占比约50%。 去年，国家医保局、国家卫健委发布的《支持创新药高质量发展的若干措施》中明确鼓励商业健康险将创新药纳入保障范围。而上述这些数据清晰地表明，商业健康险已成为高值自费创新药械商业化落地的重要支撑之一，有效衔接了患者需求、产业发展与支付能力。 尽管支付规模在提升，但白皮书认为，商业保险当前在目录管理、精算定价、处方流转、数据互通及风险共担机制等方面仍存精细化管理痛点。具体来看：一是，多数产品仍以药品数量为竞争导向，缺乏基于临床价值与药物经济学的科学准入评估，存在“上市即保”的现象；二是，精算定价基础薄弱，新兴药械缺乏历史理赔数据，风险测算不够精准；三是，创新药械进院难、处方外流不畅，患者实际获取路径受阻；四是，保险与医药产业合作机制不清晰，数据互通、费用结算、风险共担等环节仍存在明显堵点。 “当前行业面临的共性痛点，根源在于缺乏跨行业协同的基础设施，深度融合仍需要一条‘直通管道’来联通实现。”白皮书称，为实现商业保险与医药产业的深度协同目标，市场主体亟需搭建中立、可监管的商保创新药信息及运营平台。 白皮书建议，该平台可采用数据层、功能层、业务层三层架构，承担四大核心功能：一是信息共享，实现药品临床数据、市场使用数据与保险理赔数据的双向互通；二是风险测算与定价辅助，为新兴药械提供精算定价参考；三是统一费用结算，解决药企与多家保司对账分散、结算繁琐的痛点；四是全...

Walmart Inc. WMT used its first-quarter fiscal 2027earnings callto reinforce a familiar message —the business is gaining share, but management is navigating a tougher cost backdrop led by fuel. The quarter mattered because executives paired solid top-line momentum with unchanged full-year guidance, even as they acknowledged higher transportation costs, consumer stress at the low end and a more inflationary setup for the months ahead. WMT Keeps Traffic and Digital Momentum Adjusted EPS came in at $0.66, topping the Zacks Consensus Estimate of $0.65 by 1.54%. Revenue of $177.8 billion beat the Zacks Consensus Estimate of $174.6 billion by 1.83%, giving management a solid financial backdrop for its strategic commentary. President and CEO John Furner said customers continued to prioritize value, assortment and convenience, while CFO John Rainey said constant-currency sales growth of nearly 6% finished 120 basis points above the top end of guidance. Consolidated revenue rose 7.3%, with global eCommerce up 26%. Management highlighted transaction growth as a key signal. Walmart U.S. comp sales excluding fuel rose 4.1%, with transactions up 3%, while Sam’s Club U.S. comp sales excluding fuel increased 3.9% with transactions up 6.2%. Walmart Inc. Price, Consensus and EPS Surprise Walmart Inc. price-consensus-eps-surprise-chart | Walmart Inc. Quote Walmart Presses Its Commerce Solutions Push Furner spent much of the call on the company’s higher-margin engines, especially marketplace, advertising, membership and fulfillment services. He said those businesses are expanding across markets and helping Walmart scale growth without proportional capital intensity. Marketplace was a standout. Furner said U.S. marketplace sales grew almost 50%, while Rainey said those, along with advertising and fulfillment services, delivered their best quarter since he joined the company. Global advertising revenue rose 37%, including 36% growth in Walmart U.S. Membership also remained central to th...

上个月，中国汽车制造商在欧洲电动汽车销量中的占比首次超过15%，消费者对中国车型的需求没有显示出放缓的迹象。据Dataforce分析师称，比亚迪和奇瑞汽车等制造商4月份纯电动汽车销量较去年同期翻了一番多，达到38,281辆。中国品牌在欧洲汽车市场的份额已逼近10%。（彭博） 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。