A Hong Kong hedge fund that outperformed peers says shipping stocks are a better trade than artificial intelligence, given the risks of tech companies overspending. HD Capital Ltd.’s flagship fund allocated 11% of its portfolio in oil transport and 6.1% in shipbuilders as of April, making them its largest exposure. The $200 million multi-asset fund beat 97% of its peers this year and over a five-year period, based on industry data provider With Intelligence. “The tanker cycle could remain strong well into 2028–2029, as new capacity won’t arrive until then,” said Michael Wang , chief investment officer at HD Capital. “Supply is tightly constrained, while demand can easily be triggered by geopolitical shocks. That’s why the shipping cycle has visibility for years ahead.” Shipping rates have risen significantly due to the Middle East conflict, while years of underinvestment left global shipbuilding capacity constrained, limiting new supply. That means shipyards and oil transport companies have high earnings visibility, Wang said. That contrasts with the AI trade, which has become risky due to the billions in capital expenditure by tech companies, he added. Shares of major Asian shipping firms, including COSCO Shipping Energy Transportation Co. and crude oil tanker manufacturer Samsung Heavy Industries Co. have surged about 200% and 100% over the past year, respectively. While his peers chased tech and AI names, Wang said his fund intentionally leaned into industrial names like shipyards and oil tankers given high earnings visibility. HD Capital cut exposure to stocks in March, trimming overall equity holdings from more than 90% to about 65% as geopolitical risks flared. The flagship Horizon China Non-US Feeder Fund has only 1% exposure to internet stocks. Wang said US and Chinese tech behemoths are trapped in a race to develop their AI models through massive spending and may struggle to earn returns that justify their investments. “The entire AI capital expenditure glo...

Analog Devices Inc. is in advanced talks to acquire closely held Empower Semiconductor for $1.5 billion in cash, according to people familiar with the matter. A transaction could be announced as soon as Tuesday, said the people, who asked not to be identified because the information was private. A final agreement hasn’t been reached and the details could change, or the talks could still end without a deal, the people said. Representatives for Analog Devices and Empower didn’t immediately respond to requests for comment. Empower, based in Milpitas, California, makes chips used to regulate voltage, including in data centers. The company said in September that it had raised more than $140 million in a Series D financing led by Fidelity Management & Research Co. Analog Devices designs, manufactures, and markets chips used in industrial and communications equipment, consumer electronics and cars, among other applications. Shares of the Wilmington, Massachusetts-based company have gained 54% this year, giving it a market value of $204 billion.

NEW YORK, May 19, 2026--Blackstone (NYSE: BX) today announced a joint venture with Google to create a new U.S.-based company that will offer efficient data center capacity, operations, networking, and Google Cloud's Tensor Processing Units (TPUs) as a compute-as-a-service offering. The company will give customers another option to access cloud TPUs in addition to using them through Google Cloud.

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President says he has instructed US military to be ready for ‘a full, large scale assault of Iran, on a moment’s notice’ – key US politics stories from Monday 18 May Donald Trump says he has called off a planned attack on Iran at the behest of Gulf states so talks could continue. In a post to his Truth Social platform, the US president claimed that the leaders of Qatar, the United Arab Emirates and Saudi Arabia had approached Washington because of the chance of reaching a deal that would be “very acceptable” to the US, and preclude Iran from obtaining a nuclear weapon. Continue reading...

The headline from Citi's May 18 semiconductor note focused on Intel. The $130 price target on a stock that was trading near $107 was the number that traveled. But buried in the same note was a call on a different chipmaker that carries a disclosure most investors have not yet processed. That ...

今天（19日），国家医保局、财政部发布《关于进一步加强定点零售药店职工基本医疗保险个人账户使用监督管理的通知》，通过建立定点零售药店个人账户支付白名单制度，明确支付政策边界，开正门、堵偏门，充分满足群众的合理医药需求的同时，坚决防止个人账户用于支付不符合基本医保“保基本”功能定位的产品。 建立医保个账支付白名单制度 《通知》明确，职工基本医疗保险基金由统筹基金和个人账户构成，个人账户是职工基本医保基金的重要组成部分。各省级医保部门原则上要于2026年9月底前出台全省统一的定点零售药店职工医保个人账户支付白名单。白名单内的，个人账户在定点零售药店可以支付；白名单外的，不予支付。 列入白名单的，应是经药监部门正式批准注册或备案，可以在零售药店销售，并且与治疗密切相关、医疗属性强、价格适宜的药品、医疗器械和医用耗材。支持鼓励地方根据实际尽可能做大白名单，将更多符合条件的产品纳入白名单，充分满足合理医药需求。列入白名单的，应是经药监部门正式批准注册或备案，可以在零售药店销售，并且与治疗密切相关、医疗属性强、价格适宜的药品、医疗器械和医用耗材。 原则上，符合上述条件的包含以下几类： 一是药品， 在我国正式批准上市的化学药、生物制品、中成药、中药饮片，包括国产、进口、港澳台地区生产的药品，均可以纳入白名单。 二是医疗器械， 体温计、血压计、血糖检测仪、康复辅助器械等医疗器械，均可纳入白名单。 三是医用耗材， 医用口罩、棉签（棉球）、纱布绷带、创可贴、退热贴等医用耗材，病原检测试剂、早孕试纸等体外诊断试剂，一次性末梢采血针、笔式注射器及针头、碘伏帽、造口护理袋等长期治疗使用的耗材，均可以纳入白名单。 以下产品种类不能使用医保个人账户支付 一是米面油食品、化妆品、保健品、日常生活用品等非医药类商品坚决不得纳入白名单。 前段时间，媒体报道的湖南部分定点零售药店使用个人账户支付食品、化妆品、保健品等非医药类商品，这种行为一直以来都是基金监管坚决打击的违规行为。 二是类似此前媒体报道的“牙膏牙刷牙线、面膜、防晒用品、女性护理垫”等械字号产品，包括一些仅为适配医保支付、无实际医疗价值或实际医疗价值较低的“马甲产品”，不得纳入白名单。 这类产品虽然有“械字号”身份，但容易被企业诱导消费、虚假宣传，实际上主要用于生活功能。 三是部分不符合基本医保“保基本”功能定位的医疗器械，不得纳入白名单。 ...

Micron CEO Sanjay Mehrotra Once Recalled How His Father Cornered A US Embassy Worker After 3 Visa Rejecti Benzinga

财联社5月19日讯（编辑 潇湘） 美国及全球通胀的加速上升，其实正使美联储和其他央行面临一个严峻问题——实际利率已跌至负。 央行政策制定者或许希望保持耐心，但债券市场的持续暴跌发出了一个明确信号：现在就该加息！ 不少敏锐的投资者可能已经发现了，上周具有出人意料粘性的美国通胀数据，其实已经将经通胀调整后的实际联邦基金利率砸穿至零以下——这也是三年来该指标首次跌入负值区域。 如果美联储继续坐视不管，一路狂飙的通胀可能会把实际利率拖入更深不可测的负值深渊——上周五备受关注的费城联储调查已显示，预计本季度总体CPI平均通胀率将高达惊人的6%。 众所周知，负实际利率具有极强的刺激作用，因此在全球经历着史上最严重能源冲击之一的情况下，将经通胀调整后的政策利率维持在零以下似乎有悖常理——尤其是考虑到股市不断创下历史新高、整体金融环境依然极度宽松的大背景。 当然，实际利率之所以会迅速破零，很大程度上也是因为这场由地缘冲突引发的危机来得太快、通胀失控的速度超出了所有人的预期。但无论如何，这已经把全球货币政策的掌舵者们逼入了两难境地。 尽管澳洲联储和挪威央行今年早些时候已率先启动加息，但绝大多数央行行长依然在“装聋作哑”。 他们或许希望再等待几周甚至数月，以评估能源紧缩对经济增长和就业的影响，再考虑加息，同时寄望于债券市场能分担部分压力，并期待通胀飙升最终被证明是“暂时的”。 然而，这种“鸵鸟策略”在2022年就曾遭到过现实的惨烈打脸。 而随着消费价格加速上涨、通胀预期持续攀升以及债券市场出现裂痕，时间显然也已不再站在他们这一边。 负实际利率的不只有美联储 在这场通胀风暴中，陷入负实际利率境地的显然不只有美联储。 在G4央行(美英欧日)中，目前仅有英国央行的实际利率勉强维持在正区间，但这种体面也维持不了多久了 ——一旦英国通胀率从目前的3.3%冲上3.75%，英国也将正式“沦陷”。 欧洲央行经通胀调整后的实际政策利率目前为负1%，为2023年以来最低水平。 而在日本，为了对抗缠绕多年的通缩幽灵，其实际政策利率自2021年起就长期躺在负值泥潭里。 今年年初，由于政策转向，日本实际利率原本有望重回正轨，但突如其来的伊朗战争彻底粉碎了这一希望。由于日本90%的能源都依赖海外进口，能源价格暴涨势必将日本的通胀率推向新的高度。 日本4月份的CPI通胀报告将于本周五(5月22日)揭晓，而在周三(5...

According to a Securities and Exchange Commission (SEC) filing dated May 14, 2026, Forest Avenue Capital Management LP increased its holding in Par Pacific Holdings (NYSE:PARR) by 625,247 shares during the first quarter. The stake’s quarter-end value increased by $60.94 million, reflecting both trading activity and price movement. Forest Avenue Capital Management LP’s position in Par Pacific Holdings accounted for 5.27% of reported 13F assets as of March 31, 2026. Top five holdings after the filing: Continue reading

日本日经225指数抹去了早盘涨幅。

Laird Superfood Inc (LSF) reports a 20% sales growth and strategic acquisitions, while facing challenges in gross margins and operating expenses.

财联社5月19日讯（编辑 刘蕊） 美东时间周一，一名白宫官员表示，美国总统特朗普将于本周五为凯文·沃什举行宣誓就职仪式，使其成为美国联邦储备委员会主席。 这意味着这位56岁的律师兼金融家即将接替现任主席鲍威尔，正式执掌美联储。 尽管沃什被外界广泛看作“降息派”，然而当下美联储正面临不断加剧的通货膨胀问题，这可能会使其难以实现特朗普所期望的降息目标。 特朗普异常重视的美联储新掌门 据白宫官员透露，特朗普总统将于本周五在白宫主持凯文·沃什就任美联储主席的宣誓仪式。 无论是 仪式地点 ，还是 总统的出席 ，都表明特朗普对这项任命非常重视。 近年来，美联储主席的就职仪式都在美联储总部举行。上一次在白宫宣誓就职的美联储主席是1987年的艾伦·格林斯潘。 此外，美国总统近年来也很少出席美联储主席就职典礼。2018年，美联储现任主席杰罗姆·鲍威尔正式就职时，特朗普就没有出席其就职典礼。 追溯历史，上一次美国总统出席美联储主席就职典礼发生在2006年本·伯南克上任美联储主席时，不过伯南克当时是白宫经济顾问委员会主席。 在沃什即将上台之前，美联储现任主席鲍威尔的八年任期已于上周五（5月15日）正式结束，不过他于上周五已宣誓就任临时主席，以填补领导空缺，直至沃什正式就职。此外，鲍威尔还将继续担任美联储理事会成员。 此前，美国政府针对鲍威尔有关美联储总部大楼翻新工程费用超支问题展开的调查，曾一度成为沃什参议院任命的暂时障碍。不过，这场调查最终得到了共和党参议员的满意结果，并且在5月13日，整个参议院以近乎一致同意结果确认了沃什的任命。 沃什面临的通胀困境 沃什在金融危机期间担任过美联储理事，此次他回归之时，正值美联储货币政策制定面临艰难时刻： 美国年化通胀率远高于美联储设定的2%的目标，而且很可能会继续上升。 而这一困境的始作俑者，正是提名沃什为美联储主席的美国总统特朗普本人——特朗普在上任第一年（2025年）实施的关税举措推高了各类进口商品的价格，而今年特朗普与伊朗开战的决定，更是引发了全球能源价格的大幅波动，近期的数据表明，能源价格的波动已经在推高各类商品和服务的价格。 原本，美联储的决策者（包括鲍威尔在内）曾愿意暂时忽略关税因素，认为这只是暂时的价格上涨，并非持续的通货膨胀——这意味着美联储原本有望在今年保持降息节奏。 但是，特朗普点燃的伊朗战火打破了这种可能性——伊朗战争引发的能...

这是普京首次在出访前发表视频讲话。普京指出，俄罗斯与中国对未来充满信心，将一道积极发展政治、经济等领域的联系，扩大人文交流，鼓励民间往来。 应国家主席习近平邀请，俄罗斯总统普京于5月19日至20日对中国进行国事访问。访华前，普京发表视频讲话。他表示，很高兴应习近平主席邀请再次访华。定期互访和举行俄中元首会晤，是我们全方位发展两国关系、挖掘其真正无限潜力的重要且不可或缺的一部分。 这是普京首次在出访前发表视频讲话。普京指出，俄罗斯与中国对未来充满信心，将一道积极发展政治、经济等领域的联系，扩大人文交流，鼓励民间往来。 普京表示，俄中之间紧密的战略协作在国际舞台上发挥着重要的稳定作用。同时，俄中友谊不针对第三方，而是追求和平与共同繁荣。

财联社5月19日讯（编辑 黄君芝） 美国知名投行Evercore ISI首席股票与量化策略师Julian Emanuel最新表示，其基本预期是标普500指数到年底将涨至7,750点，并认为在人工智能（AI）驱动的科技、通信服务和非必需消费品股票上涨的推动下， 牛市情景下该指数有30%的概率涨至9,000点。 虽然中东冲突仍陷僵局，但美股依然“激情四射”。不过近两日，随着原油价格飙升引发全球通胀担忧，美债收益率飙升，美股略微回撤。分析指出，在能源价格上涨以及长期通胀担忧加剧的背景下，债券相较高风险股票显得更具吸引力，导致资金从股市撤离。 不过，Emanuel仍维持乐观观点。他周一在给客户的一份报告中指出， 由技术驱动的结构性牛市与席卷全球的地缘政治变革的碰撞，正在产生比投资者或预测工具通常能够模拟的更广泛结果，从而提高了极端结果（牛市情景）出现的可能性。 报告进一步解释称，“疫情改变了一切。类似战争时期的刺激措施、M2的激增以及生产力冲击与现在‘人工智能革命’碰撞——这让人想起20世纪20年代和90年代。” 这两个年代都经历了由“通用目的技术”（如电力与内燃机在1920s，信息技术在1990s）推动的‌生产率加速增长‌，带动了固定投资激增，尽管最终形成了‌股市泡沫。‌ Emanuel预计，到2030年，人工智能将推动生产率增长达到3%。 该公司建议买入其所谓的“2026年人工智能时代”股票和追踪纳斯达克100指数的景顺QQQ ETF的长期看涨期权，以实现“看似难以想象的”上涨潜力，同时还建议对SPDR标普500ETF（SPY）采用领口策略，以对冲石油和利率波动带来的近期风险。 ‌领口策略（Collar Strategy）‌ 是一种常见的期权组合策略，主要用于在持有标的资产（如股票、期货等）的同时，‌控制下行风险并降低对冲成本‌。它通过结合买入看跌期权和卖出看涨期权来实现风险与收益的平衡。 不过，Emanuel提醒说，人工智能仍然是概率性的，并且存在局限性。大模型表现出Evercore ISI所称的“狭义共识”偏差，即响应集中在共识附近，低估了极端结果，这意味着持久的价值将来自于领域专业知识和对完整工作流程的掌控，而不仅仅是人工智能能力本身。 他补充说，预测市场揭示了大众的信念，但并不能发现未来，因此对于连续的、长期的或尾部较重的结果来说，它们的可靠性较低。 不过整体来...

(RTTNews) - The China stock market has finished lower in three straight sessions, sinking more than 100 points or 2.5 percent along the way. The Shanghai Composite Index now sits just above the 4,130-point plateau although it may open to the upside on Tuesday.

富时中国A50指数期货在上一交易日夜盘收跌0.05%的基础上低开，盘初跌0.12%。

New Zealand expects significant savings from an overhaul of its public service, which will eliminate about 8,700 jobs, merge some government departments and extend the use of AI. Over the next four years these initiatives will deliver savings of NZ$2.4 billion ($1.4 billion), Finance Minister Nicola Willis said Tuesday in Auckland. The government will use projected savings to help finance new spending measures due to be unveiled in next week’s budget. Last week, Willis confirmed the government has allocated itself just NZ$2.1 billion for initiatives with the rest needing to come from savings or new revenue streams. Since coming to power in 2023, the center-right government has trimmed costs and reprioritized existing spending in order to afford any initiatives. That has included reviews of back-office systems and reducing the use of consultants by government departments. But with an election in November, Willis has identified the need to do more as weak economic growth curbs revenue and forces her to eke out further savings to avoid a budget blowout. “We’ve fixed up the basics, but so much more is needed to achieve the modern, efficient and productive public services Kiwis expect,” she said. “In too many parts, the back-office of government still looks like an eighties relic, run on old-fashioned systems, with slow bureaucratic processes that are too often about box-ticking rather than improving outcomes.” Read more: NZ Stresses Need to Cut Debt After Moody’s Lowers Outlook The government has set three key goals and set a sinking lid on government agencies’ operating budgets in order to guarantee progress, Willis said. The budget reduces most agencies’ operating budgets by 2% in the coming year, followed by a further 5% in each of the following two years. It plans to restore public sector staffing to around 1% of the population by 2029 from 1.2% now, she said. That will be an in-principle target of about 55,000 public servants, she said. There were 63,600 in the sec...

With their domestic profits narrowing and production capacity expanding, China’s firms are continuing to widen their overseas footprints in search of new, more lucrative markets. In this series, we examine China Inc.’s next phase of “going global” and the complex, challenging international environment its companies have chosen to enter. Not long ago, plans were in motion to build an enormous battery factory in the Belgian countryside. If completed, it would have created an estimated 2,000 jobs...

China’s military mouthpiece has issued a rare warning that personnel may be insufficiently trained to operate new weapons, including unmanned systems, despite Beijing’s rapid advances in hardware. Some military units showed a low level of integration between personnel and equipment, Monday’s PLA Daily article cautioned, highlighting limited trust in systems and weak coordination between human operators and technology. It warned that without proper integration, “even advanced equipment may fail...

Ancient China’s legal system was never only about crime and punishment. It was also a mechanism of imperial control, used to protect the throne, discipline officials and regulate social order. Across millennia, it gave rise to sophisticated codes such as the Tang Code, as well as rules that now appear bizarre or even absurd. Rules for public roads began to take shape more than 2,000 years ago. The Han Feizi records that people who threw ash onto the road could have both hands cut off. In later...

Reports Net Income of $146K in First Quarter 2026, Compared to Net Loss in Prior-Year Period; Gross Margin Expands to 86% Reports Net Income of $146K in First Quarter 2026, Compared to Net Loss in Prior-Year Period; Gross Margin Expands to 86%

Legendary investor Warren Buffett famously said, "Never bet against America." But some investors might want to stop betting too heavily on U.S. stocks. During the past year, America's S&P 500 index has underperformed several international stock markets, including Japan's Nikkei 225 index, South Korea's Kospi index, Taiwan's TAIEX index, and Canada's S&P/TSX index. Why are investors buying international stocks ? Some of the demand is driven by positive reasons: expected economic growth and future earnings gains in other countries. But some investors are also moving away from America. Continue reading

美元兑日元站上159，日内涨0.1%。

当存储芯片行业还在享受AI驱动的超级景气周期时，一位深度参与其中的前业内领军人物已经开始发出警告。 5月18日，在韩国首尔举行的韩国工程院（NAEK）第285届论坛上，三星电子前半导体（DS）部门总裁、现任常驻顾问庆桂显（Kyung Kye-hyun）发表主旨演讲，预测全球存储芯片价格将在明年下半年开始下跌。据韩国《证券日报》报道，这是他对当前行业周期走向的公开表态。 庆桂显曾担任三星电子代表理事（CEO），是韩国半导体行业最具分量的声音之一。他在演讲中表示：“中国企业正在激进地扩张产能，随着明年下半年存储供给急剧增加，市场有可能发生转变，最晚到2028年上半年也会出现这一情况。” 他引用多家全球市场调研机构的数据指出，全球存储产能的快速扩张，将直接压低价格。 庆桂显的警告不止于价格。他进一步指出，如果大型科技公司（Big Tech）的资本开支回报率开始走低，这些公司可能削减投资。一旦发生这种情况，2028年之后不仅是价格，连存储芯片的需求本身都可能出现萎缩。 这一逻辑不难理解：当前存储需求的核心驱动力是AI数据中心建设，科技巨头持续砸钱买服务器、建算力。但如果AI投资的商业回报不及预期，资本开支就会踩刹车，存储需求随之降温。 韩国的结构性短板 庆桂显在肯定韩国存储产业成就的同时，也直接点出了结构性隐患。 他说，韩国在DRAM市场拥有明显份额，但在芯片设计（Fabless）领域的全球占比仅有1.5%。与中国台湾不同，韩国缺乏涵盖设计到制造的“全栈式”半导体生态系统。 他的建议是：韩国必须向深科技（Deep Tech）制造国家转型，不仅要守住存储优势，还要在系统半导体、自主AI（Sovereign AI）等领域建立独立能力，并将这些技术应用于制造业。 他同时承认竞争格局的现实：“在硬件和软件上同时与美国、中国竞争是很难的。重要的是做韩国擅长的事，并认真思考如何引入AI。” 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。

Australia's Treasurer Jim Chalmers has defended the proposed tax changes, arguing that they increase fairness for investors and will still tax capital gains at rates lower than other overseas markets. (Source: Bloomberg)

【有線新聞】入境處展開反非法勞工行動，拘捕17人，包括8名本地僱主。 行動中檢獲員工記錄、清潔裝備及理髮用具。入境處星期日起一連三日於全港搜查21個目標地點，包括餐廳、零售店鋪及髮型屋等，拘捕9名非法勞工或逾期逗留人士，大部分是印尼籍及菲律賓籍。另外8人是涉案公司東主或被捕外傭合約僱主。其中一名非法勞工在灣仔一間髮型屋工作，每次獲取數十元酬勞，髮型屋會在店舖櫥窗及大門貼海報遮擋視線，以逃避追查。

债市要闻 【国家统计局：1—4月份规模以上工业增加值同比增长5.6%】 5月18日，国家统计局数据显示，1—4月份，规模以上工业增加值同比实际增长5.6%。4月份，规模以上工业增加值同比增长4.1%。从环比看，4月份，规模以上工业增加值比上月增长0.05%。国家统计局数据显示，1—4月份，全国房地产开发投资23969亿元，同比下降13.7%；其中，住宅投资18464亿元，下降13.1%。 解读：中信建投研报指出，4月经济数据走弱，基本面压力仍在，对当前债市位置形成支撑。4月社零同比增速0.2%，1-4月固定资产投资完成额同比下降1.6%，增速较一季度数据均有走弱。外需方面，4月净出口规模出现同比负增长，外部不确定性仍在。总的来看，当前基本面有一定压力，对债市当前点位形成支撑，后续收益率易下难上。考虑到前期债市估值修复较为充分，短期内预计以平稳为主，1.75%一线较为稳固。可关注是否有增量的财政或货币政策落地，届时有望为债市带来新方向。如后续三季度有降息，则10Y国债收益率仍有望向下到1.65%-1.70%区间。 【财政部决定于5月19日开展国债做市支持操作】 财政部决定于5月19日开展国债做市支持操作。操作方向为随卖，操作券种分别为2026年记账式附息（六期）国债、2026年记账式附息（三期）国债，操作额分别为3.9亿元、3.4亿元，期限分别为2年、5年，竞争性招标时间为5月19日11:05-11:35。 【人民银行上海总部：截至4月末境外机构持有银行间市场债券3.12万亿元】 人民银行上海总部发布的《2026年4月份境外机构投资银行间债券市场简报》显示，截至2026年4月末，境外机构持有银行间市场债券3.12万亿元（上月同期3.19万亿元），约占银行间债券市场总托管量的1.8%。从券种看，境外机构持有国债1.94万亿元、占比62.2%，政策性金融债0.75万亿元、占比24.0%，同业存单0.29万亿元、占比9.3%，其他品种债券0.14万亿元、占比4.5%。4月份，新增3家境外机构主体进入银行间债券市场。截至4月末，共有1196家境外机构主体入市，其中631家通过结算代理渠道入市，842家通过“债券通”渠道入市，277家同时通过两个渠道入市。4月份，境外机构在银行间债券市场的现券交易量约为1.60万亿元，日均交易量约为764亿元。 【业内人士 : 债券市场已成为央...

韩股基准指数Kospi一度下跌2.3%，隔夜美国芯片股走弱拖累韩国同业走低，国债收益率持续攀升。目前韩国Kospi指数跌幅收窄至约2%。韩国10年期国债收益率在两年多来的最高水平附近盘整，此前一周已上涨近30个基点至4.23%。三星电子、SK海力士和 现代汽车 是对韩国Kospi指数的拖累最大。投资者正密切关注三星管理层与工会之间最新几轮的工资谈判。韩国小型股Kosdaq指数在下跌1%和上涨1.1%之间波动。MSCI亚太指数一度上涨0.3%。 责任编辑：王永生

Trump Demands DOJ Probe Of Maryland's 500,000 "Illegal" Mail-In Ballots Submitted by Maryland Freedom Caucus , President Donald Trump is demanding immediate action from the Department of Justice over Maryland's exploding mail-in ballot scandal, and he's not mincing words. In a Truth Social post on Monday, Trump slammed the fiasco: "In Maryland, they sent out 500,000 Illegal Mail In Ballots, and they got caught! So now, they're going to send out 500,000 more Mail In Ballots, but nobody knows what's happening with the first 500,000 they sent. … I'm going to ask the Attorney General of the United States, and the DOJ, to bring an immediate investigation into this situation." The Maryland State Board of Elections admitted late last week that a third-party vendor printed and mailed roughly 400,000 ballots for the June 23 gubernatorial primary, with an undetermined number of voters receiving the wrong party's candidates. Because officials cannot tell exactly who received the flawed ballots, they are re-mailing replacements to every voter who requested one before May 14. However, the original ballots remain in circulation. The Maryland Freedom Caucus was first out of the gate. On May 16, we issued a press release exposing the crisis , demanding that Jared DeMarinis release Maryland's voter rolls for a federal audit, and warning that "400,000 double ballots in circulation" threaten the fundamental principle of one vote, one person. To restore faith in Maryland's electoral process, decisive action is necessary. We must release the voter rolls to the federal government to allow for a thorough audit into the reported issuance of 400,000 incorrect ballots. pic.twitter.com/39PJlDyKiN — Maryland Freedom Caucus (@MDFreedomCaucus) May 16, 2026 This is not an isolated glitch. Last fall, the Maryland Freedom Caucus and our partners at Secure the Vote MD blew the lid off the Ian Roberts case — an illegal alien from Guyana who was registered to vote in Maryland for years, requested abse...