导读：财联社5月22日投资避雷针，近日A股及海外市场潜在风险事件如下。国内经济信息方面包括：1）国内期货夜盘多数主力合约下跌，焦煤跌近3%；2）利空共振银价急跌，机构认为短期上行阻力较大；公司方面重点关注包括：1）4连板诚邦股份公告，控股子公司芯存电子从事半导体存储器业务，近两年利润处于较低水平；2）京东方A表示，预计未来2-3年内，玻璃基封装载板等业务无法对公司经营业绩产生重大影响；海外市场重点关注包括：1）国际原油期货结算价收跌约2%；2）伊朗最高领袖下令，接近武器级的铀必须留在国内。 经济信息 1、国内期货夜盘收盘，主力合约多数下跌，焦煤收跌约2.8%，合成橡胶、棕榈油、焦炭至多跌约2.7%，铁矿石跌约0.2%，低硫燃油涨约2.1%。 2、5月以来，国内外白银市场行情波动加剧，整体呈现先涨后跌走势，伦敦现货白银与沪银期货主力合约均经历冲高后快速回落的过程，其中后者在连续上涨并突破22000元/千克后，一度跌破18000元/千克，市场情绪也从盲目乐观转向恐慌。业内人士表示，此次银价回调是宏观政策、地缘局势、供需关系等多重利空因素共同作用的结果。后市行情仍面临较大不确定性，短期银价上行阻力较大，震荡下跌的概率相对更大。 (中证报) 3、21日晚间，小米举办新品发布会,董事长兼CEO雷军在演讲中表示，他预计未来两年内存的价格还会持续上涨，因此如果在未来两年内有更换手机的计划,强烈推荐现在就换。 公司预警 1、4连板诚邦股份：控股子公司芯存电子从事半导体存储器业务，近两年利润处于较低水平。 2、京东方A：预计未来2-3年内，玻璃基封装载板等业务无法对公司经营业绩产生重大影响。 3、浙江新能：股东新能发展拟减持不超3%股份。 4、神马电力：股东陈小琴拟减持不超3%股份。 5、中邮科技：股东国华卫星拟减持不超2.75%股份。 6、翔丰华：股东钟英浩拟减持不超2%股份。 7、泰和新材：高管顾裕梅拟减持不超0.01%股份。 8、中科信息：董事付忠良拟减持不超0.2%股份，高管刘小兵拟减持不超0.05%股份。 9、康普顿：控股股东路邦化工拟减持不超1%股份。 10、上海电力：高级管理人员徐祺琪拟减持不超1.14万股公司股份。 11、利仁科技：主营业务不包括电子布相关业务，参股公司上海超纤尚未开展任何业务。 12、声迅股份：智慧停车及低空经济相关业务均处于前期布局、市场培育及业务...

债市要闻 【李强主持召开国务院常务会议 讨论《中华人民共和国中国人民银行法(修订草案)》】 国务院总理李强5月21日主持召开国务院常务会议，会议讨论并原则通过《中华人民共和国中国人民银行法（修订草案）》，决定将草案提请全国人大常委会审议。会议指出，修订中国人民银行法是完善我国金融法律体系的基础工程。要加强金融法治建设，加快完善中央银行制度，依法全面履行好中央银行职责。 【今年首期注资特别国债发行 国有大行再迎资本补充】 根据财政部发行安排，今年首期中央金融机构注资特别国债于5月22日发行。这意味着，继2025年首批5000亿元特别国债注资中国银行、建设银行、交通银行、邮储银行后，国有大行第二轮特别国债注资即将落地。从发行节奏来看，2025年中央金融机构注资特别国债4月启动发行。今年首期注资特别国债定于5月22日发行，发行计划相对靠后。中证鹏元研发部高级董事吴志武表示，今年发行总规模为3000亿元，相比去年有所降低，发行所需时长缩短，可更灵活配合超长期特别国债发行安排。“2025年发行5000亿元特别国债用于4家国有大行资本补充，今年发行3000亿元特别国债或主要注资剩余2家资本规模较大的银行，平均单家注资规模高于2025年。”中诚信国际研究院院长袁海霞表示。 【农发行以报价方式成功发行1年期债券】 5月20日，中国农业发展银行（以下简称农发行）通过全国银行间同业拆借中心，以报价方式成功发行托管在上海清算所的1年期债券30亿元。本次发行是农发行丰富发行机制的又一项创新举措，也是首次以报价方式直接面向投资者发行关键期限金融债券。相较于传统承销团发行模式，全面邀请银行、券商、基金、理财、资管等多元投资主体直接参与一级认购，进一步扩大投资者参与范围，提升交易便捷度，提高高信用等级债券融资效率。发行前通过充分询价，主动沟通市场供需，推动市场价格传导，促进一二级市场联动，为完善直接面向投资人发行方式积累了有效经验。 【4月债券通北向通成交9848亿元 日均成交469亿元】 债券通有限公司发布2026年4月债券通运行报告。2026年4月债券通北向通成交9848亿元人民币，月度日均成交469亿元人民币。政策性金融债和国债交易最为活跃，分别占月度交易量的58%和22%。2026年4月北向互换通共达成交易828笔，总计4401.26亿元人民币，累计入市境外机构96家。 【海外债市风险升...

山高控股（412）悉售世紀互聯股權套現近74億元今早復牌，買方為寧德時代（3750）相關投資實體 香港經濟日報HKET

SpaceX“星舰V3”原定于周四在德克萨斯州星际基地的全新发射台上执行任务，但在当天下午计划起飞前的直播中，SpaceX相关负责人表示，星舰V3在发射倒计时过程中遇到了暂停，需要花时间找出触发暂停的原因。据介绍，星舰V3在多个方面有所升级，如搭载了33台Raptor 3发动机，将共同产生1800万磅的推力。此外，该星舰配备了多项专为快速发射“星链”卫星和执行NASA登月任务而设计的升级。对于此次取消飞行测试，马斯克立即在社交媒体上回应称：“固定塔臂的液压销未能缩回。如果今晚能修好，明天将再进行一次发射尝试。”星舰V3首飞被认为是SpaceX上市前的关键一役，此前星舰V3测试已经历过多次延误。（第一财经）

推荐：联想第四财季营收同比增长27%、《侠盗猎车6》定档11月19日发售、小米发布跑车级SUV YU7 GT 据美国科技媒体The Information于当地时间5月21日报道，OpenAI一季度营收已经达到57亿美元，领先竞争对手Anthropic约10亿美元。图：视觉中国 【财新网】 Meta裁员10% 7000人转岗训练AI 当地时间5月20日，Meta新一轮裁员落地。受波及的员工中，8000人将被裁员，约为Meta总员工数的10%。而7000人将被转岗至新的AI工作流相关的岗位。一名Meta员工向财新证实了上述情况。据社交媒体上泄露的内部信，Meta接下来还会变更内部架构，让新架构适配AI原生运行逻辑。Meta称，现在许多内部组织已经达到新阶段，管理模式更扁平，团队更小、运转效率更高、决策权也更大。

格隆汇5月22日｜市场消息称，日本外相茂木敏充将于5月25日至27日访问印度，参加四方安全对话机制（QUAD）磋商。

格隆汇5月22日｜华测导航接受机构调研时表示，公司主营业务为高精度导航定位相关的核心技术及其产品与解决方案的研发、制造、集成和产业化应用，对于商业航天等前沿产业的发展，公司会结合自身技术积累与市场条件，保持关注与研究。公司目前暂未参与火箭、卫星等上游环节，与部分卫星星座运营及数据应用服务的企业有一定前期的技术与业务合作交流，收入贡献尚小，公司目前业务所属领域未来有望受益于卫星互联网下游应用端。

《科创板日报》5月22日讯 今日科创板早报主要内容包括：中芯国际发行股份购买中芯北方49%股权事项获证监会同意注册批复；京东方A预计未来2-3年内玻璃基封装载板等业务无法对经营业绩产生重大影响；埃夫特拟收购盛普股份100%股份 交易价格10.74亿元。 【市场动态】 美国将向IBM在内9家量子计算公司划拨20亿美元 IBM股价盘前大涨8%。美国商务部周四表示，将向9家量子计算公司提供总额20亿美元的拨款，相关交易包含美国政府获取股权的条款。 根据安排，美国政府将从这笔资金中拨出10亿美元给予IBM。IBM及其他企业目前正研发专用于量子计算的特殊芯片，这也是美国政府推动本土供应链建设的重要方向。此外，芯片制造商GlobalFoundries将获得3.75亿美元资助，其余多数企业预计获得1亿美元资金，初创公司Diraq的资助金额为3800万美元。 SpaceX据悉计划五年内实现每年1万次发射 据美国联邦航空管理局（FAA）局长周三透露，SpaceX正抛出一个宏大的计划，即在五年内实现每年10,000次发射。但该机构对此表示，在批准此类扩张计划之前，政府官员需要看到其可靠性有所提升。今年1月，SpaceX公司还曾表示，其计划发射并组建一个由100万个卫星组成的星座，这些卫星将环绕地球运行，并利用太阳为人工智能数据中心供电。 韩国据悉将把芯片业所产超额税收部分拨入新的主权财富基金 据报道，韩国政府计划将芯片产业超级热潮带来的超额税收收入的一部分拨给将于下半年推出的所谓“韩国式主权财富基金”。 原计划是通过政府持有的国有企业股权，及已收到的用于缴纳遗产税的股票，筹集20万亿韩元的初始资本。政府现决定在此基础上增加现金出资，将该基金的种子资金规模提高至接近30万亿韩元。预算部在一份声明中表示，有关该主权财富基金的具体资金来源或投资目标的具体计划尚未敲定。 【公司面面观】 中芯国际：发行股份购买中芯北方49%股权事项获证监会同意注册批复 中芯国际(688981.SH)公告称，公司收到证监会出具的批复，同意公司向国家集成电路产业投资基金等5家机构发行股份购买中芯北方集成电路制造(北京)有限公司49%股权的注册申请。批复自下发之日起12个月内有效。 京东方A：预计未来2-3年内玻璃基封装载板等业务无法对经营业绩产生重大影响 与英伟达暂未开展业务合作 京东方A(000725.SZ)公告...

格隆汇5月22日｜密封科技接受机构调研时表示，目前大马力发动机密封垫片业务占公司收入的比例还比较低，当前国内大马力发动机需求主要来自数据中心发电和船机领域，该业务虽然增速较高，但整体基数还比较小。

Waymo has now paused service in four cities because its robotaxis are struggling to deal with heavy rain and flooded roads, a problem that already prompted the company to issue a recall last week. One of Waymo’s robotaxis was spotted driving through a flooded street in Atlanta, Georgia, on Wednesday before it ultimately got stuck for about an hour, according to local news reports. The vehicle was recovered and removed from the scene, Waymo told TechCrunch. Waymo says it paused service in the city, just like it has in San Antonio, Texas, while it figures out a solution. “Safety is Waymo’s top priority, both for our riders and everyone we share the road with. During a period of intense rain yesterday in Atlanta, an unoccupied Waymo vehicle encountered a flooded road and stopped,” the company said in a statement. Waymo also halted service in Dallas and Houston because of severe weather across Texas this week, the company told Bloomberg News late Thursday. Waymo admitted that it hadn’t finished developing a “final remedy” for avoiding flooded areas when it issued its software recall last week. Instead, the company said that it shipped an update to its fleet that placed “restrictions at times and in locations where there is an elevated risk of encountering a flooded, higher-speed roadway,” according to documents released by the National Highway Traffic Safety Administration (NHTSA). But even those precautions apparently were not enough to stop the Waymo robotaxi from entering a flooded intersection in Atlanta. Waymo told TechCrunch on Thursday that the storm in Atlanta produced so much rainfall that flooding was happening before the National Weather Service had issued a flash flood warning, watch, or advisory. The company said those alerts are part of a larger set of signals it relies on to prepare the vehicles for poor weather. “NHTSA is aware of this incident, is in communication with Waymo, and will take appropriate action if necessary,” a spokesperson for the safety ...

GummyBone/iStock Editorial via Getty Images Nvidia ( NVDA ) handily exceeded analyst expectations for the first fiscal quarter on Wednesday after the bell, showing continued outperformance in the increasingly crucial data center segment. Nvidia is, in fact, seeing a growth acceleration in its core business as both enterprise customers and hyperscalers race to get their hands on the newest, highest-performing GPUs. As a direct result of this persistent demand, Nvidia reported record revenues in its data center business, as well as on a consolidated basis. The core investment thesis with respect to Nvidia is supported by immense free cash flow strength as well as a more aggressive stance on buybacks and, potentially, acquisitions. I expect Nvidia to keep returning more cash in the future in the form of stock buybacks—the newest stock buyback authorization calls for $80B in share repurchase—and expect a significant widening of the TAM, which is set to help Nvidia's growth prospects as well. Seeking Alpha Previous rating I recommended both Nvidia and Marvell Technology ( MRVL ) in March of this year, both as 'Strong Buys,' as these two AI companies announced a major collaboration and investment partnership: A Match Made In Heaven . In the most recent quarter, Nvidia generated a record amount of revenues and free cash flow yet again and guided for a massive $80B stock buyback, while the AI GPU maker also increased its quarterly dividend from a symbolic $0.01 to $0.25 per share quarterly. I like Nvidia, given the dominance of the data center market and the enormous free cash flow power that is set to give the company significant firepower for strategic investments, acquisitions, and buybacks in the years ahead. Growth acceleration, massive outperformance of key rival in the data center segment For the first fiscal quarter, Nvidia delivered a sizable beat on both earnings and revenues: the GPU maker reported $1.87 per share in normalized earnings, beating the average predi...

GummyBone/iStock Editorial via Getty Images Nvidia ( NVDA ) handily exceeded analyst expectations for the first fiscal quarter on Wednesday after the bell, showing continued outperformance in the increasingly crucial data center segment. Nvidia is, in fact, seeing a growth acceleration in its core business as both enterprise customers and hyperscalers race to get their hands on the newest, highest-performing GPUs. As a direct result of this persistent demand, Nvidia reported record revenues in its data center business, as well as on a consolidated basis. The core investment thesis with respect to Nvidia is supported by immense free cash flow strength as well as a more aggressive stance on buybacks and, potentially, acquisitions. I expect Nvidia to keep returning more cash in the future in the form of stock buybacks—the newest stock buyback authorization calls for $80B in share repurchase—and expect a significant widening of the TAM, which is set to help Nvidia's growth prospects as well. Seeking Alpha Previous rating I recommended both Nvidia and Marvell Technology ( MRVL ) in March of this year, both as 'Strong Buys,' as these two AI companies announced a major collaboration and investment partnership: A Match Made In Heaven . In the most recent quarter, Nvidia generated a record amount of revenues and free cash flow yet again and guided for a massive $80B stock buyback, while the AI GPU maker also increased its quarterly dividend from a symbolic $0.01 to $0.25 per share quarterly. I like Nvidia, given the dominance of the data center market and the enormous free cash flow power that is set to give the company significant firepower for strategic investments, acquisitions, and buybacks in the years ahead. Growth acceleration, massive outperformance of key rival in the data center segment For the first fiscal quarter, Nvidia delivered a sizable beat on both earnings and revenues: the GPU maker reported $1.87 per share in normalized earnings, beating the average predi...

韩国交易所启动Sidecar机制，暂停Kosdaq程序化买入。 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。

Debt to assets ratio of Palantir Technologies Inc. Class A – BVL:PLTRUS TradingView

格隆汇5月22日｜韩国交易所启动Sidecar机制，暂停Kosdaq程序化买入。

China’s so-called National Team is poised to cut its holdings of exchange-traded funds that track domestic equities by about 90% during the first half of 2026, according to an analysis by Bloomberg Intelligence. The group of state-backed investors led by a unit of China’s sovereign wealth fund has already sold about $170 billion of such ETFs for 2026, including $30 billion since the start of April, the analysis found. The stream of sell orders suggests continued effort to temper perceived market froth, a move that may have added pressure to the CSI 300 Index . The fact that the wealth fund, Central Huijin Investment Ltd., and the other members of the National Team have cut their ETF stakes can be seen as a longer-term positive as it reduces the prospect of further selling, Bloomberg Intelligence analysts including Rebecca Sin wrote in a note. The sales have cut the group’s stakes in a number of ETFs below the 20% threshold , meaning they no longer need to be disclosed. Read: China National Team’s ETF Exit Might Be Near End, Aiding CSI 300 “Full liquidation could take at least eight weeks, but we expect a roughly 90% reduction, allowing them to keep holdings below disclosure thresholds, which is critical,” the analysts said. “They don’t want to be on the shareholders’ list in 1H filings as most sovereign funds don’t like making their actions visible.” The benchmark CSI 300 Index is currently up by 3.3% this year, compared with a gain of 17% in the MSCI Asia Pacific Index. In contrast to the broader market’s muted moves, tech-focused indexes have done well, with the ChiNext Index hitting a record earlier this month. The National Team has slashed its stake in of some of the nation’s largest ETFs. The CSI 300 remains the only major index where the team still holds meaningful inventory, meaning unwinding has been more prolonged, the analysis found. The National Team’s selling is being offset by increased purchases from a number of other sources. Stocks account openings b...

NataKor/iStock via Getty Images Overview Stellus Capital Investment Corporation ( SCM ) has struggled alongside the rest of the business development sector because of growing concerns around the debt markets. When I previously covered SCM, I issued a sell rating due to the continued NAV erosion and higher operating expenses. Since then, the share price has remained range-bound, but the performance hasn't substantially improved. SCM reported its Q1 earnings recently, so I wanted to reassess the BDC's performance, outlook, and ongoing risks for the remainder of 2026. Looking at the performance over the last twelve months, we can see that SCM's share price has declined by nearly 34%. Even when including all distributions paid out to shareholders, the total return sits at a loss of 24.4% over the same time frame. Following the decline in share price, SCM now offers investors a starting dividend yield around 14.9%. However, it is very likely that the distributions will be reduced in the next quarter or two. The underlying earnings and NAV continue to decline, which demonstrates that SCM is still facing challenges. Data by YCharts Furthermore, management struggles to allocate capital towards new investment activity. With no momentum to grow its base earnings, I do not have confidence that the NAV erosion will slow down in the near term. Even after SCM cuts its payouts at some point, I don't think this will automatically improve performance. An improvement in core net investment income may take several quarters to materialize, and therefore the current discount to NAV valuation isn't that enticing. Q1 Earnings Unfortunately, management does not provide any updated insights into the specific breakdown of its portfolio by industry. However, CEF Data estimates that SCM's portfolio is most heavily allocated to business services investments at roughly 28.76% of assets. This is followed by an allocation to healthcare & pharmaceuticals and other products & services, which account...

(RTTNews) - The Taiwan stock market has moved higher in back-to-back sessions, gathering more than 325 points or 1.5 percent along the way. The Taiwan Stock Exchange now rests just above the 23,100-point plateau and it's expected open to the upside again on Wednesday. The global forecast for the Asian markets is upbeat thanks to optimism over the U.S. presidential election. The European markets were mixed and the U.S. markets were up and the Asian markets figure to follow the latter lead. The TSE finished modestly higher on Tuesday following gains from the cement and plastics companies, while the financials and technology stocks were mixed. For the day, the index advanced 141.40 points or 0.62 percent to finish at 23,106.79 after trading between 22,849.83 and 23,178.80. Among the actives, Cathay Financial perked 0.17 percent, while Mega Financial was up 0.13 percent, E Sun Financial dipped 0.18 percent, Taiwan Semiconductor Manufacturing Company and Nan Ya Plastics both advanced 0.96 percent, United Microelectronics Corporation retreated 1.41 percent, Largan Precision dropped 0.85 percent, Catcher Technology climbed 1.07 percent, MediaTek fell 0.39 percent, Delta Electronics improved 0.89 percent, Novatek Microelectronics shed 0.61 percent, Formosa Plastics gained 0.85 percent, Asia Cement rallied 1.06 percent and CTBC Financial, First Financial, Fubon Financial and Hon Hai Precision were unchanged. The lead from Wall Street is broadly positive as the major averages opened higher on Tuesday and picked up steam as the day progressed, ending near session highs. The Dow rallied 427.28 points or 1.02 percent to finish at 42,221.88, while the NASDAQ surged 259.19 points or 1.43 percent to close at 18,439.17 and the S&P 500 jumped 70.07 points or 1.23 percent to end at 5.782.76. The rally on Wall Street reflected optimism the stock market and the U.S. economy in general will continue to perform well regardless of the results of the elections. Polls show an extremely tight...

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2026年APEC贸易部长会议将于今天上午在江苏苏州正式拉开帷幕。今年是中国第三次担任亚太经合组织（APEC）东道主。作为每个“APEC年”中固定举行的重要机制性会议，本次APEC贸易部长会议将聚焦亚太自贸区建设、维护多边贸易体制、数字合作和绿色经济四个重点领域。作为亚太乃至全球经贸政策的“风向标”，今年APEC贸易部长会议将围绕APEC中国年合作主题“建设亚太共同体 促进共同繁荣”，聚焦四个重点领域深化合作。（央视新闻）

In this article @CL.1 @LCO.1 Follow your favorite stocks CREATE FREE ACCOUNT Vessels are seen off the coast of Sharjah in the United Arab Emirates on May 21, 2026. - | Afp | Getty Images Oil prices resumed their rally Friday after declining for three straight sessions as investors weighed mixed messaging on Iran peace deal negotiations. While statements from the U.S. had signaled the peace deal was imminent, Iranian leadership's reported stance of keeping enriched uranium within their country has raised worries of an extended conflict, keeping oil supplies disrupted for longer. July futures for international benchmark, Brent crude , gained 1.9% to $104.52 a barrel in early Asia trading, while U.S. West Texas Intermediate futures for June advanced 1.5% at $97.81 per barrel. Iran's Supreme Leader Ayatollah Mojtaba Khamenei issued a directive that near-weapons-grade uranium in the country should not be sent abroad, Reuters reported, citing Iranian sources. This comes after U.S. President Donald Trump said that Washington was in the "final stages" of negotiations with Iran, according to a pool report . Worries over oil supplies continue to linger with the International Energy Agency warning that as travel demand grows during the summer season, oil markets could enter a " red zone " soon as global stocks deplete. The most important solution to the energy shock caused by the Iran war would be the Strait of Hormuz's full and unconditional reopening, IEA Executive Director Fatih Birol said, adding that developing Asian and African countries will feel the "biggest pain of this crisis." "Energy executives warned that full normalization of Middle East oil supply may not occur until 2027 due to the scale of disruptions caused by the conflict," according to a recent note by MUFG. The Iran war, which started in late February, has been disrupting the traffic via the crucial Strait of Hormuz, that saw about a fifth of the global oil and liquefied natural gas passes through it prior...

peshkov/iStock via Getty Images Summary Following my previous coverage on RXO, Inc. ( RXO ), in which I recommended a hold rating as I was afraid of the near-term earnings, given that margins may be hit by higher buy rates and that contract repricing hadn’t started yet, this post is to provide an update on my thoughts on the business and stock. Overall, my view has turned slightly more positive on the operating setup, but I am still giving RXO a hold rating. Contract rates are now moving higher, spot mix is improving, and the Q2 EBITDA guide points to a better sequential path. But Q1 earnings were still weak, demand has not recovered, and the stock valuation has seemingly already priced in a lot of the improvement. Business Description For newer readers, I have covered RXO since June 2023, so I will keep the business description short here. RXO is an asset-light freight broker. In simple terms, it connects shippers that need freight moved with carriers that have truck capacity. The core business is brokerage, especially truckload, but RXO also has exposure to LTL, managed transportation, and last-mile services. This is a competitive and fragmented industry, so scale, customer relationships, carrier access, pricing data, and technology matter a lot. The key thing to understand is that RXO does not own the trucks in the same way an asset-based carrier does. It earns money by matching freight with capacity and capturing the spread between what customers pay and what RXO pays carriers. That is why the freight cycle matters so much. When demand is weak and capacity is loose, pricing power is limited. When capacity tightens or demand improves, brokers like RXO can benefit through better pricing, more spot freight, and stronger gross profit per load. Hence, I focus a lot on contract repricing, spot mix, and truckload gross profit per load in this update. Latest Earnings Recap RXO’s Q1 2026 results still did not give me enough confidence to upgrade to a buy rating. Revenue ...

商务部部长王文涛日前就举办亚太经合组织(APEC)贸易部长会议接受采访。 王文涛表示，习近平主席指出，亚太经合组织因应经济全球化浪潮而创立，以促进贸易和投资自由化便利化、支持经济增长和繁荣为目标宗旨。作为“APEC年”年中固定举行的重要机制性会议，贸易部长会议主要讨论亚太地区和全球重大经贸问题，承担着为领导人会议贡献成果的重要任务，也是亚太乃至全球经贸政策的“风向标”。本次贸易部长会议将于5月下旬在江苏苏州举办，各方将围绕APEC“中国年”合作主题“建设亚太共同体，促进共同繁荣”，聚焦经贸合作开展讨论。 王文涛表示，当前国际局势变乱交织，地缘动荡加剧，单边主义、保护主义上升，国际经贸秩序面临严峻挑战，全球和亚太地区发展遭受冲击。各方更加期待会议能够凝聚共识、取得成果。中方正与各方保持密切沟通，高举开放、创新、合作旗帜，合力推进筹备工作。开放就是要坚定维护多边贸易体制，反对筑墙设垒，提升区域经济一体化水平；创新就是坚持创新驱动发展，通过技术进步和转化应用创造增量市场、做大经贸蛋糕；合作就是秉持APEC的初衷和愿景，维护良好贸易投资环境，为区域和世界经济注入更多稳定性和确定性。 王文涛介绍，本次贸易部长会议将讨论推进区域经济一体化和亚太自贸区进程、支持世贸组织、加强数字合作和发展绿色经济这四个重点领域。这些领域与往届议题形成了延续和呼应，也体现了鲜明的年度特色；既涵盖了经济治理等宏观层面的讨论，也包括了各方共同关注的新兴和前沿领域务实合作。 王文涛表示，习近平主席强调，亚太经合组织成立30多年来，引领亚太地区走在全球开放发展前列，助力亚太成为全球经济最具活力的地区。中国加入亚太经合组织35年来，始终是APEC的坚定支持者和重要贡献者，是亚太区域经贸合作的积极倡导者和引领者。中方将扩大高水平开放，坚持互利共赢，为亚太地区经济发展注入强劲动力。坚持开放融通，推动构建开放型亚太经济。坚持立己达人，不断以中国式现代化新成就为亚太和世界提供新机遇。(新华社)

Last week, Nvidia stock climbed to a fresh all-time high above $236, pushing its market capitalization toward $5.7 trillion. The stock recently surged 3.7% in a single session and has now posted multiple consecutive gains, reflecting renewed investor confidence ahead of earnings. The current Nvidia stock forecast hinges on two competing forces: accelerating global AI demand, particularly from China, and rising geopolitical and valuation risks. With NVDA trading above key technical levels but approaching short-term overbought conditions, the next move may depend on earnings guidance and regulatory clarity. China Demand Reignites AI Momentum One of the primary drivers behind Nvidia’s latest breakout is renewed demand for AI chips from China. Major technology firms, including Alibaba, Tencent, ByteDance, and JD.com are reportedly preparing to purchase Nvidia’s H200 processors, pending regulatory approvals. THIS IS INSANE. Jensen Huang will now earn nearly $870 million every year just from $NVDA dividends. NVIDIA just raised its quarterly dividend from $0.01 to $0.25, a massive 25x increase. Because Huang owns 871.7 million NVIDIA shares, his annual dividend income jumps from… pic.twitter.com/gZN8s5gBaj — Bull Theory (@BullTheoryio) May 21, 2026 Although US export restrictions remain in place and some Chinese approvals have slowed, investors appear to be pricing in a partial shift in demand. Nvidia CEO Jensen Huang’s presence in China as part of a US delegation further suggests ongoing negotiations to unlock that pipeline. Even with China’s revenue under pressure from export controls, Nvidia continues to benefit from surging global AI infrastructure spending. Demand for high-performance GPUs used in model training, inference, and AI server deployment remains structurally strong. The broader semiconductor sector has rallied alongside Nvidia, with the Philadelphia Semiconductor Index reaching record levels. Year-to-date, NVDA is up more than 25%, and over the past 12 mont...

美國駐丹麥大使表示，美方無意使用武力「接管」格陵蘭。 在丹麥自治領地格陵蘭的首府努克，周四有數百名居民在美國新領事館辦公樓外示威，表達對美國的不滿。據報丹麥當局及格陵蘭島自治政府，沒有代表出席美方領事館開幕儀式。 美國駐丹麥大使豪韋里表示，總統特朗普仍然希望「接管」格陵蘭，但不會動用武力，又稱格陵蘭島的未來應由當地人決定。 目前美國在格陵蘭北部僅餘一座基地，有美國特使表明，美方重返格陵蘭之後，將會增設更多軍事基地。

The new industrial park under the Northern Metropolis megaproject has attracted strong global interest from companies in environmental and AI sectors, its chairman has said, with plans to provide international education and accommodation facilities. Jeffrey Lam Kin-fung, the newly appointed chairman of the Hung Shui Kiu Industry Park Company, also aims to have the park operational by July next year, describing it as a “nice gift” for Hong Kong’s 30th anniversary of its return to Chinese sovereignty. “I have received many inquiries. They are from all different industries AI, hi-tech food, you name it. They are all so interested in coming in. What I am concerned about is that we might run out of land very, very soon. I hope these plans come true,” he said in an exclusive interview with the South China Morning Post. Advertisement However, he declined to say how many companies had expressed interest, adding that details would be announced at a later stage. “They are coming from the United States, Europe, Asean countries and even the Middle East. There is a lot of money coming this way.” Advertisement The 10 Asean member states are Brunei, Cambodia, Indonesia, Laos, Malaysia, Myanmar, the Philippines, Singapore, Thailand and Vietnam.