格隆汇5月22日｜港股汽车股继续反弹行情，理想汽车、小鹏集团、岚图汽车均涨超3%，蔚来、零跑汽车涨近2%，比亚迪股份、长城汽车、吉利汽车、广汽集团跟涨。 消息上，港股汽车股延续昨日反弹走势，这是出口高增、盈利预期上修与政策催化三重因素共振的结果，属于超跌后的估值修复行情。2026年Q1中国新能源车出口90.4万辆，同比激增126%。东吴证券指出，在原材料涨价、内需承压下，出口是Q1业绩超预期的主要支撑。 另外，蔚来发布2026年一季度财报。期内实现经营利润6,680万元，连续两个季度盈利。在汽车行业一季度整体遇冷的背景下，这个成绩对行业是个积极的信号。此外，特斯拉FSD入华，有望带动整个智能驾驶产业链，开启从“电动化”到“智能化”的价值重估行情。

格隆汇5月22日｜荷兰国际集团经济学家Min Joo Kang表示，日本上月的通胀放缓出乎意料，但央行仍可能在6月加息。Kang写道，4月通胀降温主要是由于政府的能源补贴等措施，加上去年高基数后的食品价格下降。虽然较弱的CPI数据可能使日本央行下月的决定复杂化，但荷兰国际集团指出，政策制定者关注的是剔除制度性因素的通胀，核心价格预计将保持在2%以上。过去两个月，包括生产者和进口价格在内的上游价格也显著上升，这应该会在未来几个月体现在消费者通胀中。强于预期的第一季度GDP数据和4月出口数据表明，尽管受到能源冲击，经济仍具有韧性，这为加息提供了支持。

港股異動丨汽車股繼續反彈 理想、小鵬漲超3% 蔚來績後漲2% AASTOCKS.com

A scam syndicate has been renting a bungalow in an upmarket area in Malaysia ’s Johor state and using AI to carry out job scams all the way in Spain. Police uncovered their activities when they arrested a total of 35 Chinese nationals during a raid at the bungalow in Gelang Patah at 11.50pm on May 14. Iskandar Puteri OCPD Assistant Commissioner M. Kumarasan said the suspects, aged between 21 and 39, used artificial intelligence technology and ready-made language templates to communicate with victims. Advertisement “The suspects allegedly translated their voices from Chinese to English, while Spanish voices were translated into English to facilitate communication with victims,” he said, adding that initial investigations found the suspects were acting as agents to look for customers and offer non-existent jobs online. He said that victims were allegedly lured with promises of high-paying jobs through several package options. Advertisement Kumarasan said victims who wanted higher salaries were required to buy more expensive packages before they were eventually cheated. He added that the raid was based on investigations from the district commercial crimes investigations department along with help from the Tanjung Kupang police station.

多数化工品主力合约持续走低 2026-05-22 10:41:48 来源： 同花顺7x24快讯 分享 文章提及标的 合成橡胶主力合约 -- 对二甲苯主力合约 -- 甲醇主力合约 -- PTA主力合约 -- 纯苯主力合约 -- 橡胶 -- 上期所合成橡胶主力合约大跌5%，报14490元/吨。郑商所对二甲苯主力合约大跌5%，报8758元/吨；甲醇主力合约跌超2%，报2896元/吨；PTA主力合约跌超4%，报6118元/吨。大商所纯苯主力合约跌超2%，报8071元/吨。

格隆汇5月22日｜花旗发表报告指，Alphabet旗下谷歌 I/O 2026大会凸显了谷歌加快产品更新的速度，以及Gemini在其整个产品组合中日益深入整合，使该行相信其成为“万能助理”的目标已触手可及。该行认为，其中一些更具增量性的产品发表包括：谷歌重新设计的搜寻框(现已统一AI-O、AI-M与 Gemini)、Gemini Flash 3.5、Spark 的个人化 AI Agent，以及Universal Cart，该行认为这将显著加速其在Agentic Commerce领域的机会。 报告称，I/O大会上发表的产品使该行对以下看法更加有信心：在整体GCP实力增强的背景下，谷歌的AI产品能够带动搜寻查询量持续增长。此外，鉴于Gemini的月活跃用户已超过9亿，加上其低延迟/高效率的Gemini 3.5 Flash模型(为Antigravity 2.0中更强大的程序编写能力提供支援)的推出，以及Gemini采用率的持续提升(每月处理3.2千万亿个词元)。Alphabet仍然是该行的首选标的之一，该行重申对其的“买入”评级及447美元的目标价。

格隆汇5月22日｜AMD首席执行官苏姿丰表示，预计未来5年中央处理器(CPU)市场规模每年将增长超过35%。

Earnings Call Insights: Take-Two Interactive Software, Inc. (TTWO) Q4 fiscal 2026 Management View "I'm pleased to report that we concluded fiscal year 2026 with excellent results, including fourth quarter Net bookings of $1.58 billion, which was above the high end of our guidance range." (Executive Chairman & CEO Strauss Zelnick) "Fiscal 2027 is poised to be a breakout year for Take-Two, led by the November 19 release of Grand Theft Auto VI... and we're excited that Rockstar Games will start their marketing campaign this summer." (Executive Chairman & CEO Zelnick) "Our initial financial outlook for fiscal 2027 includes record net bookings of $8 billion to $8.2 billion." (Executive Chairman & CEO Zelnick) "With our flexible balance sheet, our strong cash position and our expectation that we'll generate over $1 billion in operating cash flow this fiscal year, we believe that we're extraordinarily well positioned to take measured creative risks to pursue accretive M&A and to invest in technology..." (Executive Chairman & CEO Zelnick) "We are extremely optimistic about our upcoming pipeline, which includes 29 titles through fiscal 2029." (President Karl Slatoff) "We plan to release 6 additional titles during the fiscal year, including 2 mobile titles; 3 sports titles, which are NBA 2K27, PGA TOUR 2K27 and WWE 2K27; and 1 platform extension." (President Slatoff) "We delivered fourth quarter Net Bookings of $1.58 billion, which was above the high end of our guidance range of $1.51 billion to $1.56 billion." (Chief Financial Officer Lainie Goldstein) Outlook "We project net bookings to range from $8 billion to $8.2 billion." (Chief Financial Officer Goldstein) vs. the prior quarter’s positioning that Take-Two would "project record levels of net bookings in fiscal 2027" without a range disclosed on that call. (Executive Chairman & CEO Zelnick, prior call) "We expect recurrent consumer spending to be flat to fiscal 2026 and to represent 65% of net bookings." (Chief Financial...

格隆汇5月22日｜新股N嘉德扩大涨幅至793%，触发二次临停，成交超22亿元。

格隆汇5月22日｜国家发展改革委新闻发言人李超22日在新闻发布会上表示，下一步，一方面要用足用好宏观政策，加快推动稳就业、稳企业、稳市场、稳预期相关政策举措落地见效。另一方面要加强经济运行监测、预测和预警，特别是针对当前经济运行中的一些突出矛盾和问题，不断完善政策工具箱，根据形势需要及时推出相应政策。

记者从国家发展改革委今天举行的新闻发布会上了解到，今夏，全国最高用电负荷将达到16亿千瓦左右，较去年增加约9000万千瓦，对此，我国将全力做好能源电力保供。（央视新闻）

sankai/iStock via Getty Images Introduction Dividend investing is a great thing for income-focused investors, and what's even better is consistent dividend growth. Unlike Dividend Aristocrats, which have to meet multiple criteria to attain such status (four, to be exact), Dividend Kings have just one: to increase their dividend for 50 years more. However, this is easier said than done, given that there are a little more than 50 companies that have reached King status. Additionally, just because you have increased your dividend for more than 50 years doesn't mean that it will continue. In fact, there have been a few companies over the past handful of years that have lost their king title; most notably, 3M ( MMM ) and Leggett & Platt ( LEG ). On the bright side, though, three stocks attained Dividend King status last calendar year, and they are Pentair plc ( PNR ), MGE Energy ( MGEE ), and RLI Corp. ( RLI ). Before I get started, this is the first part of a two-part series where I will dive into 16 total companies expected to achieve the title of Dividend King in the coming years. So without further ado, let's get started. 1. Carlisle Companies Inc. ( CSL ) Carlisle Companies is first on the list and is a provider of building products, such as roofing, insulation, and weatherproofing systems for both commercial and residential buildings. The company currently pays $1.10 quarterly and has one of the smaller yields on the list at just ~1.25%. What the company lacks in dividend yield it makes up for with strong dividend growth, as the 3-, 5-, and 10-year CAGRs are all around 15%. CSL has increased its dividend for 49 years, making it one of two companies on the list projected to reach King status later this year, specifically in September. Created by Author 2. McDonald's Corporation ( MCD ) McDonald's really needs no introduction, but just in case, it is a fast food giant with operations in more than 100 countries and more than 45,000 stores around the globe. MCD is the ...

AMZN260520P00285000 互動股市圖表 | AMZN May 2026 285.000 put 股市 Yahoo 財經

(RTTNews) - Indian shares are seen opening a tad higher on Friday, tracking firm cues from other Asian markets. Stock-specific action may be seen due to lack of fresh triggers, lingering trade deal uncertainty and foreign fund withdrawals. Benchmark indexes Sensex and Nifty ended a choppy session narrowly mixed on Thursday. Growth-related auto, bank and IT stocks and select heavyweights such as Larsen & Toubro and NTPC advanced, offsetting declines in major FMCG names. ITC shares slumped 9.7 percent after the government announced a new excise duty on cigarettes, effective February. The rupee fell by 10 paise to close at 89.98 against the U.S. dollar after plunging 5 percent in 2025. Asian stocks were mostly higher this morning after ending 2025 on a subdued note. Regional trading volumes remain thin due to holidays in Japan, China and New Zealand. The dollar was weak after its sharpest drop in eight years. As economic uncertainties mount, investors wait to see whether the next Federal Reserve chief would opt for deeper interest-rate cuts. Current head Jerome Powell's term ends in May and President Donald Trump already said that he wants to see interest rates go down to 1 percent. Gold was up nearly 1 percent after recording its biggest jump since the 1979 oil crisis in 2025. Amid expectations of two additional Federal Reserve rate cuts in 2026, investors now await the release of key economic data including the U.S. payrolls report and jobless data next week for additional clues on the outlook for interest rates. Oil was little changed on the first trading day of 2026 post its biggest annual drop since 2020, with an upcoming OPEC+ meeting and geopolitical concerns in focus. U.S. and European markets were closed on Thursday for the New Year holiday. 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22日｜今日港股全线反弹，恒生科技ETF华夏(513180)涨1.15%，恒生互联网ETF华夏(513330)涨0.25%，港股通互联网ETF华夏(520910)近5日有三日获资金净申购。 板块上涨主要受科技巨头强劲财报、AI产业进展及地缘风险缓和共同驱动： ①龙头公司业绩超预期：网易2026年第一季度净利润达107亿元，同比增3.88%，环比大增72.58%，远超市场预期。同时，阿里巴巴、腾讯、百度等权重股近期财报也显示营收稳健增长，腾讯与阿里管理层均强调AI对业务的积极贡献。 ②AI产业升级：阿里巴巴高调宣布完成“芯片-云-模型-推理”全栈Agent化升级，展现了其在AI基础设施领域的全面布局。 ③美伊和谈预期改善：美伊和谈预期改善及国际油价回落缓解了市场紧张情绪。在巴基斯坦方面调解下，伊朗与美国之间的消息和文本交换仍在继续，目标是达成协议框架。 ④估值处于历史低位：截至5月21日，恒生科技指数最新市盈率(PE-TTM)仅20.38倍，处于近5年10.77%的分位，即估值低于近5年89%以上的时间，具备较高的安全边际。 相关产品： 港股全科技赛道：恒生科技ETF华夏(513180)，规模最大的恒生科技指数ETF，最新规模508.64亿，汇集阿里巴巴、腾讯、中芯国际、百度、比亚迪股份等中国最优质的互联网、人工智能、半导体企业，兼具高成长性和稳健盈利能力。 AI应用含量更高：恒生互联网ETF华夏(513330)，囊括了整个港股市场的互联网公司，重仓股腾讯、阿里巴巴、网易、京东、百度等，最新规模319.95亿元，居同标的第一。 同类产品最低费率档：港股通互联网ETF华夏(520910)：紧密跟踪中证港股通互联网指数，成分股全部来自港股通标的，涵盖阿里巴巴、腾讯、美团、小米、快手等港股互联网龙头。

Source: Bloomberg, 20:39

国家发展改革委政策研究室副主任李超在新闻发布会上表示，下一步，国家发展改革委将按照“十五五”规划部署要求，以具身智能关键基础设施建设为抓手，全面推进具身智能领域高质量发展。一方面，加快具身智能训练基础设施建设，更好支撑具身数据采集和“大小脑”模型训练，提升具身智能在不同场景中的通用能力，让机器人不仅能上赛场，还能“进工厂、进商场、进家庭”，加快融入各行各业。另一方面，加快具身智能方向应用中试基地建设，健全完善具身智能软硬件生态，加强与训练基础设施的协同联动，加速面向应用落地的技术创新。(蓝鲸新闻)

Brandon Cho, Co-founder and CEO of custom AI semiconductor designer, SemiFive, discusses the company's 137-percent year‑on‑year surge in revenue in its first earnings release since listing on the Kosdaq in December. The Seoul‑based company says AI demand has driven production bookings up to 74-percent in the first quarter alone. He speaks exclusively with Haidi Stroud Watts on "Bloomberg: The Asia Trade". (Source: Bloomberg)

格隆汇5月22日｜据华尔街见闻，英伟达下一代AI服务器机架的价格，正在快速飙升。据摩根士丹利分析师Howard Kao5月22日发布的报告，英伟达即将推出的Vera Rubin(VR200)机架，从ODM(原始设计制造商)处采购的价格约为780万美元，而当前的GB300 Blackwell机架价格不到400万美元——这意味着一个机架的价格在一代产品之间几乎翻倍。值得注意的是，英伟达当天财报发布后股价收跌近2%，但内存相关股票却大涨6%-10%。原因正是这份报告揭示的逻辑：涨价的受益者，不只是英伟达本身。 该行供应链调查显示，涨价是全面性的。PCB(印刷电路板)成本增加233%。PCB内容从GB300的约3.5万美元，跃升至约11.7万美元。原因是Rubin引入了新模块(如ConnectX模块和中板PCB)，同时电路板层数和材料等级均有提升。例如，计算板从GB300的22层HDI PCB升级为26层，材料等级从M7升至M8；交换机托盘PCB则从24层升至32层。此外，计算托盘中还新增了一块44层的中板PCB，这在GB300中并不存在。MLCC(多层陶瓷电容)成本增加182%，ABF基板成本增加82%，电源则成本增加32%，冷却材料也增加12%。

格隆汇5月22日｜海通国际发表报告，首予天数智芯“优于大市”评级，目标价596.7港元，相当于预测明年市销率24倍。该行指出，天数智芯作为中国双线GPU领域的先驱，其DeepSpark生态系统展现出核心竞争力，且目前的股价相对于其潜在估值具备显著折扣。

EOG Resources ( EOG ) Thursday said its board increased the company’s share repurchase authorization to $20B, effective May 20, adding $10B to the existing authorization, according to a filing . The oil and gas company's shares have advanced 33% year-to-date. More on EOG Resources EOG Resources: $8.5 Billion Shareholder Rewards Inbound EOG Resources: Time To Buy EOG Resources, Inc. (EOG) Q1 2026 Earnings Call Transcript EOG outlines 2026 plan for $8.5B free cash flow while targeting at least 70% returns EOG Resources beats Q1 estimates but tepid outlook weighs on shares

5月22日，美国政府周四表示，美国总统特朗普将于美东时间周五(5月22日)上午11点(北京时间23:00)在白宫主持美联储新任主席凯文·沃什的宣誓就职仪式。这是一个不同寻常的举动，因为美联储主席通常不会在白宫宣誓就职，而且鉴于美联储应保持政治独立性，总统通常也不会出席。 上周三，沃什获美国参议院确认，成为下一任美联储主席，接替自2018年以来一直担任美联储主席的鲍威尔。不过，鲍威尔的美联储理事任期将持续至2028年1月。现年56岁的沃什将担任为期四年的美联储主席以及为期十四年的美联储理事。沃什长期以来一直主张降低利率，同时削减美联储资产负债表。这是其能被一直催促美联储降息的特朗普选中的重要原因之一。

高盛：百度集團-SW(09888)AI雲業務持續強勁 料AI業務年底佔比過半 作者 智通財經 Investing.com 香港 - 股市報價& 財經新聞

格隆汇5月22日｜农林中央金库研究所经济学家Takeshi Minami表示，如果中东紧张局势持续，日本通胀可能在夏季回升至2%以上，并在年底前加速至接近3%。“霍尔木兹海峡长期关闭可能加剧油价上涨和采购困难，可能引发广泛的不利影响，包括塑料等石油衍生品价格上涨、化肥短缺推动的食品生产成本上升以及物流成本增加，”他表示。周五公布的数据显示，日本4月份剔除生鲜食品的消费者价格同比上涨1.4%，为2022年3月以来最小涨幅。

Mitsuya Kishida, CEO of Nidec, says the company's recent financial performance is being bolstered by its data-center business, despite quality control and accounting problems at the supplier of electric motors. He says 'regaining trust' with customers is the firm's first priority. He speaks with Shery Ahn on "Bloomberg: The Asia Trade". (Source: Bloomberg)

周四，美国30年期抵押贷款利率升至了九个月来的最高水平，打破了此前数周房贷利率持稳的局面。这一变化意味着近来美债风暴的影响正在进一步蔓延。眼下，美国、以色列与伊朗之间的战争已接近第三个月，但和平进程仍未取得实质性进展。 房贷巨头房地美周四表示，30年期固定抵押贷款平均利率本周升至6.51%，高于上周的6.36%，创下了去年8月以来的最高水平。 尽管该利率目前仍要远低于2023年10月7.79%的峰值，但此次上涨正值美国消费者因能源供应受限而面临债务增加和物价上涨之际。自2月28日美伊战争爆发以来，波斯湾重要石油通道霍尔木兹海峡的供应中断已导致全球约20%的石油供应受阻。这导致包括燃料和食品在内的日常用品价格飙升。 据美国汽车协会（AAA）数据显示，周四美国普通汽油平均价格为每加仑4.56美元，较战争爆发前上涨了53%。 投资者对通胀加剧的担忧日益加剧。本周，债券交易员已将美国30年期国债收益率推升至近20年前全球金融危机以来未见的水平。 美国劳工统计局上周发布的一份报告显示，4月份PPI涨幅创下四年来的最高纪录。此前公布的政府数据还显示，CPI增速已达到近三年来最快水平。 抵押贷款利率直接受到10年期美国国债收益率的影响 ，上周在通胀数据显示通胀加速后，该收益率升至7月以来的最高水平。本周，30年期美债收益率也飙升至2007年以来的最高点。利率上升正推高政府、房主和企业的借贷成本。 Realtor.com的资深经济学家Anthony Smith表示：“利率的每一次上涨都会缩小有能力承担该数字的买家群体数量。” 即使是房贷利率的微小变化也会影响买家的购买力。 根据房地产经纪公司Redfin的数据，一个每月预算为2500美元且首付为20%的买家，在6%的房贷利率下可以买得起一栋大约400000美元的房子。而在6.5%的利率下，该买家只能买得起一栋384000美元的房子。 目前来看，抵押贷款利率似乎势必还会继续上升。 根据周三公布的4月政策会议纪要，在伊朗战争爆发前倾向于再次降息的美联储官员，如今也已正在权衡是否应转向加息。 WisdomTree投资策略主管Kevin Flanagan表示，“如果你想在30年期常规抵押贷款利率上看到缓解，你在短期内是得不到的。” 美国房地产市场连续第四年的疲软将对依赖房屋销售的行业带来挑战，包括房地产经纪公司、房贷机构、房屋建筑商和家具制...

格隆汇5月22日｜港股市场优必选(9880.HK)盘中拉升涨超7%，报120.8港元，股价创2月27日以来新高。消息面上，优必选在5月20日宣布正式推出消费级人形机器人品牌“优世界UWORLD”。这一动作意味着，在工业场景初步跑通了规模化交付之后，优必选正式将目光投向了更为广阔的消费级大众市场，标志着优必选在人形机器人领域的一次战略性纵深拓展。

西部地区GDP万亿城市，将添新成员。 日前，云南省“开局起步’十五五’”主题系列新闻发布会· 昆明 专场披露了昆明“十五五”发展目标。 其中一个备受关注的点是：经济增长速度高于全国平均水平， 经济总量跨上万亿元台阶后持续跃升 ，在全省经济首位度持续提高，在全国主要城市中争先进位。 2025年，昆明GDP达到8637亿元，在全国27座省会城市中排名第14，位居中游。若放到西部地区来看，则仅次于成都、西安，有望成为 西部第三座万亿GDP省会城市。 当然，对昆明而言，这一步其实已是迟来的“圆梦”了。如今，提出在未来几年不仅要跨上GDP万亿台阶，还要实现首位度提升，并在全国主要城市中“争先进位”， 昆明，真的做好准备了吗？ 01 昆明距离万亿门槛到底还有多远？ 可以参考的是，在上一个5年，即2020到2025年之间，昆明GDP由6733亿元增至8637亿元，连续跨域了7000亿元、8000亿元两个台阶，增量近2000亿元。 而目前昆明距离万亿还有不到1400亿的差距。参照此前的增量推算，未来几年破万亿，应该是板上钉钉的事。 需要注意的是，之所以说这一步是迟来的“圆梦”，是因为在“十四五”规划中，昆明就已明确提出： 到2025年地区生产总值预计突破万亿元大关，年均增长7.5%-8%。 此后，又把目标推迟到了2026年。 但是，在过去五年，昆明GDP 年均仅增长3.7%，远低于之前的预期。 此外，原定2025年常住人口突破千万的目标也“爽约”了。2024年末，昆明常住人口868.7 万人， 距离千万仍有多达130万的差距。 按照目前的状况，未来五年破千万的难度都较大。 正是这种持续的“低迷”表现，也使得昆明前几年成为 全国罕见的被省级层面公开喊话“惊醒起来”的省会城市：从感觉良好中惊醒起来，从安于现状中振作起来，从争先恐后中行动起来。 从实际效果看，目前应该说已有一定“起色”。 2024年，昆明GDP增速为4%，比全省高了0.7个百分点。这也是近10年来首次超过全省平均增速。2025年，昆明GDP同比增长4.2%，为2020年以来最高增速，高于全省平均水平0.1个百分点。 当然，这一趋势能否持续，仍有待观察。今年一季度，昆明GDP同比增长3.2%，虽高于全省0.2个百分点，但 仍低于全国平均水平。 02 从更宏观的视角看，昆明近年来的“低迷”，应该是受多重因素影响。 首先，随着...

Renault SA priced its second-largest Samurai bond offering ever, as heightened volatility in government bond markets fueled investor appetite for relatively higher-yielding but stable assets from companies like the French automaker. The company sold ¥159 billion ($999 million) of Samurai bonds on Friday, of which ¥100 billion targeted retail investors, according to people familiar with the matter. The issuance amount exceeded its previous offering last year, and only a ¥210 billion retail-targeted deal in 2022 exceeded its size, according to Bloomberg-compiled data. Inflation worries as the war in Iran pressures fuel prices higher are making sovereign bonds volatile, with yields in Japan climbing to multi-decade highs. For investors willing to bet on products with higher risk, debt from a firm like Renault, a stalwart in the Samurai market since its 2001 debut , is becoming more appealing. Apart from sovereign and financial issuers, the French automaker ranks as the largest seller of Samurai bonds over the past decade, according to data compiled by Bloomberg. The carmaker’s 2030 notes were sold to yield 3.02%, higher than the 2.775% yield on 10-year Japanese government bonds. Renault offered four-year bonds to both retail and institutional investors. Foreign borrowers have been increasing their sales of yen bonds. Such issuance has more than tripled this year to about ¥1.7 trillion as of May 21 from ¥456 billion a year earlier, with companies including Google parent Alphabet Inc. coming into the market, according to data compiled by Bloomberg.