00:00 Speaker A Are you sort of saying investors pause, take a second, assess how the next few days go and then maybe jump in on this? 00:08 Speaker B You know, it's almost it's almost never a bad time to uh uh purchase Nvidia stock just the way it's performed uh over the past several years. But, you know, the company trades at around, you know, 25 or so times forward earnings, which is a pretty low when you think, you know, of what they've done in the past. So we're looking at 25 times earnings pretty cheap. 00:27 Speaker B Um, it's, you know, broken out over its high of last fall. It looks really good. So, um, it's definitely the bell weather in AI. So when we look at Nvidia, we're going to be looking at it, you know, kind of encompassing the entire AI trade and how that's going to be going uh moving forward. 00:43 Speaker A This is the highest valued company on the street right now crossing that 5 trillion dollar market cap. You you don't seem to be too concerned about the valuation here. 00:52 Speaker B I I'm really not. Uh so, you know, their earnings continue to power forward. So, you know, as far as data center revenue, we're expecting around 400 billion or billion or so in 2027. Uh they're unveiling the Vera Rubin uh chips, um uh system later this year. Um Blackwell is still selling great. Um there's they just don't really have, you know, they're they're starting to make some inroads on competition from other companies, but just not enough. 01:17 Speaker B Um so, you know, the the pathway forward uh for Jensen and crew looks really good.

The new artificial intelligence enterprise services firm backed by Blackstone Inc. , Anthropic PBC and Hellman & Friedman has picked a San Francisco firm called Fractional AI as the operational centerpiece of the as-yet unnamed venture. With the tie-up, Fractional AI will end its 11-month partnership with OpenAI, according to people familiar with the terms of the deal. It’s the first acquisition by the as-yet unnamed firm, created to encourage midsize companies to use generative AI, specifically Anthropic’s Claude, according to the people, who asked not to be identified discussing confidential information. Apollo Global Management Inc , General Atlantic , Leonard Green & Partners , GIC and Sequoia Capital are also investors in the new services firm. Read more: OpenAI, Anthropic Form JVs With Wall Street to Drive AI Adoption For both Anthropic and OpenAI , forming joint ventures with the world’s largest alternative asset managers is a way to promote the use of their AI tools across thousands of portfolio companies. They also plan to provide their services and tools to other midsize companies not owned by private asset managers. Fractional aims to “close the multitrillion-dollar gap between where businesses operate today and where they can be, leveraging Anthropic’s leading models, and starting with portfolio companies of the world’s best alternative asset managers,” Chris Taylor, chief executive officer, and Eddie Siegel, chief technology officer at Fractional AI, said in the joint statement with Anthropic, Blackstone and Hellman & Friedman Thursday. Terms of the transaction were not disclosed. The two-year-old company was founded by Taylor, Siegel and Travis May. The trio met several years ago while working at data collaboration network LiveRamp. Since then, May founded healthcare data logistics company Datavant , now a New Mountain Capital portfolio company, and Taylor and Siegel helped start a data integration platform that was acquired by Samba TV in 2019. Fracti...

“We’re seeing it already to much more of a preventative proactive monitoring to find these things earlier in the patient journeys and help eliminate and prevent and reduce downstream costs,” IRhythm Technologies CEO Quentin Blackford discusses the opportunities of remote monitoring with Bloomberg Intelligence. In this Vanguards of Healthcare podcast episode, Blackford sits down with BI analyst Matt Henriksson for an in-depth interview on iRhythm, how its Zio monitoring platform provides an end-t

“The more microservices that you have, the more agent-ready you are because you can at least start taking these components, and convert them into agent infrastructure,” says Asa Kalavade, vice president of AWS Transform to Bloomberg Intelligence senior technology analyst Anurag Rana. The pair discuss how agentic AI is accelerating legacy modernization across mainframe, NET, VMware and other enterprise workloads. Kalavade explains how AWS Transform combines deterministic methods with AI to unders

Nes Ziona, Israel, May 21, 2026 (GLOBE NEWSWIRE) -- QTREX Quantum Ltd. (Nasdaq: QTEX) ("QTREX" or the "Company") a developer of additively manufactured electronics ("AME") technologies for cryogenic interconnect and quantum hardware infrastructure, today announced that it is in advanced discussions with one of the top five companies globally in quantum computing systems regarding a strategic collaboration agreement. The discussions have advanced to a joint technical evaluation phase, with engineering and integration teams from both companies actively engaged in assessing QTREX's proprietary AME-based interconnect components within the partner's cryogenic refrigerator architecture. The evaluation targets core scaling constraints for quantum hardware, including signal routing density, thermal management, and system integration at higher qubit counts. Under the framework, QTREX's AME interconnect platform would be adopted by the partner as the foundational cryogenic interconnect technology underlying its forward quantum hardware product portfolio, with QTREX embedded as a critical supplier across the partner's product cycle roadmap. Subject to execution of a definitive agreement and customary commercial deployment milestones, the relationship would position QTREX as an essential component supplier within one of the principal global platforms shaping the next generation of commercial quantum computing systems, with QTREX's revenue contribution scaling alongside the partner's expanding quantum hardware deployment trajectory across markets globally. “Engagement with one of the top five global players in quantum systems reflects the recognition that QTREX’s interconnect approach addresses a complex bottleneck in quantum hardware,” said Dagi Ben-Noon, Chief Executive Officer of QTREX. “Adoption of our interconnect technology as the foundational platform within a top-tier global player’s forward quantum hardware roadmap would position our company at the structural center of ...

MISSISSAUGA. Ontario, May 21, 2026 (GLOBE NEWSWIRE) -- Bird Construction Inc. (“Bird” or the “Company”) (TSX: BDT) announced today that DBRS Limited (“Morningstar DBRS”) has assigned the Company an investment-grade Issuer Rating of BBB (low) with a Stable trend. In assigning the rating, Morningstar DBRS highlighted Bird’s solid Canadian market position and diversified sector expertise across Industrial, Buildings, and Infrastructure, supported by high self-perform capabilities, disciplined project selection and risk management, and conservative financial policies. Morningstar DBRS also noted Bird’s strong financial risk profile. “This inaugural investment-grade credit rating represents an important milestone for Bird and reflects the strength of our diversified operating model, disciplined financial management, and unwavering focus on risk management,” said Teri McKibbon, President and CEO of Bird Construction. “This recognition from Morningstar DBRS enhances our financial flexibility and supports our ability to continue executing our long-term strategy while delivering reliable value for our clients, partners, and shareholders.” Bird expects that an investment-grade rating will enhance access to domestic and international capital markets and support competitive and flexible financing options, while reinforcing the Company’s commitment to maintaining a conservative balance sheet. About Bird Construction Bird (TSX: BDT) is a leading Canadian construction and maintenance company operating from coast-to-coast-to-coast. Servicing all of Canada's major markets through a collaborative, safety-first approach, Bird provides a comprehensive range of construction services, self-perform capabilities, and innovative solutions to the industrial, buildings, and infrastructure markets. For over 105 years, Bird has been a people-focused company with an unwavering commitment to safety and a high level of service that provides long-term value for all stakeholders. www.bird.ca . Forwa...

Micron Biomedical National and local leaders across government, investors, life science industry and academia acknowledge the impact of Micron’s dissolvable vaccines and therapies on human health and economic development Micron Biomedical’s is clinical-stage biotechnology company developing and manufacturing dissolvable microarray vaccines and therapeutics that overcome access challenges including needle phobia, clinician shortages in healthcare desserts, and cumbersome cold chain (refrigeration) requirements during storage and transport. The company recently opened a 26,000 square foot commercial-scale manufacturing site in Alpharetta, Georgia for pivotal clinical trials that will accelerate the availability of needle-free vaccines and therapeutics that can be self-administered at home. ALPHARETTA, Ga., May 21, 2026 (GLOBE NEWSWIRE) -- Micron Biomedical today announced the grand opening of its world-class manufacturing facility spanning more than 26,000 square feet in Alpharetta, Georgia. The opening marks the most advanced commercial-scale manufacturing site for Micron’s dissolvable vaccine and therapeutic technology in the world and positions the company for pivotal clinical trials that will accelerate the availability of needle-free vaccines and therapeutics that can be self-administered at home. “A significant body of evidence has shown that our dissolvable microarray technology is as effective as — or more effective than — conventionally injected medicines. Parents, patients, government officials, drug developers, public health leaders, and payers also prefer needle-free vaccines and therapeutics that are simpler and more cost-effective to transport and store,” said Steven Damon, CEO of Micron Biomedical. “Our novel technology requires equally innovative manufacturing equipment capable of scaling production, and this facility brings us one step closer to making that vision a reality.” Micron Biomedical opens commercial-scale manufacturing site in Alpharetta, G...

Omnisend research finds ecommerce and resale are the most popular side-hustle category at 41%, led by eBay, Amazon, Facebook Marketplace, and TikTok Shop CHARLESTON, S.C., May 21, 2026 /PRNewswire/ -- New research by Omnisend reveals that side hustles in 2026 are less about passion projects and more about financial necessity. In a survey of 1,370 Americans, 28% report currently having a side hustle, and four-in-five (80%) admit they started for financial reasons rather than personal fulfillment or fun. Among those with side hustles: Omnisend (PRNewsfoto/Omnisend) 54% wanted to earn extra money for bills or essentials 27% started to pay off debt, supplement existing income, or save for a goal Only 9% intended to pursue a passion or hobby, down from 14% since October 2025 . More than half (51%) earn $500 or less monthly from their side hustle, but 76% are still satisfied with their additional income. Collectively, this adds up to an average of $84.1 billion monthly across the U.S., up slightly from $83.1 billion last year. "Inflation may have cooled on paper, but everyday expenses like housing, groceries, and insurance remain stubbornly high," says Marty Bauer, Ecommerce Expert at Omnisend. "An extra $200-$500 a month can cover groceries, utilities, or debt payments. That makes even low-earning side hustles feel worthwhile." Overall, 49% started their side hustle less than a year ago, and they're able to maintain them without sacrificing large amounts of personal time. 86% spend fewer than 20 hours per week on them, with 5-9 hours being the most common range. From handmade goods to reselling, ecommerce is the most popular way to earn on the side Ecommerce, including reselling, is the most common side-hustle category among respondents, with 41% saying they sell online. That puts ecommerce ahead of freelance work (25%), food delivery services (23%), and content creation (16%). For online sellers, side hustles often start with accessible product categories: 26% sell hand...

Fueling the Edge AI revolution, the Arm-backed SoC innovator attracted robust investor demand upon its official listing on the Taiwan Emerging Stock Board (TWO: 7913). TAIPEI, May 21, 2026 /PRNewswire/ -- QBit Semiconductor Ltd. (TWO: 7913), a fabless semiconductor company, was officially listed on the Taiwan Emerging Stock Board on May 15. Strong investor demand drove the stock price to an intraday high of NT$530 (approximately $18) per share, bringing the company's market capitalization to approximately USD 700 million. This milestone marks a significant step in the company's expansion toward global capital markets and reinforces its position in high-performance silicon solutions. Led by Chairman Simon Shen, QBit's R&D team is composed of industry veterans from global giants such as Qualcomm and CSR. The company specializes in System-on-Chip (SoC) development, integrating three core functions—Intelligent Image Processing, Precision Motion Control, and Energy-Aware Sensing Management—into its flagship products. QBit's technology is widely adopted in Multi-Function Printers (MFP), photo and barcode printers, and medical imaging-related solutions, with potential to scale into Edge AI and Physical AI applications such as drones and robotics. In response to global demands for edge device security, QBit has preemptively integrated Post-Quantum Cryptography (PQC) technology into its SoCs. Its QB7 series achieved certification from the U.S. National Institute of Standards and Technology (NIST) Cryptographic Algorithm Validation Program (CAVP) in 2025. This specialized expertise solidifies the company's technical differentiation in an era of increasingly stringent cybersecurity standards. Furthermore, QBit is expanding its footprint in Security Chips and ASIC services. Evolving from a pure controller chip supplier into a comprehensive provider of consumable authentication, secure architecture, and differentiated module designs, QBit has significantly enhanced its platform ...

Heathrow, Kent, and MTN use Oracle Fusion Data Intelligence to extend insights, reduce costs and complexity, and improve business performance AUSTIN, Texas, May 21, 2026 /PRNewswire/ -- Heathrow, Kent, MTN, and other leading organizations from across the world are leveraging Oracle Fusion Data Intelligence to modernize analytics and turn data into measurable value. With Fusion Data Intelligence, organizations in almost every industry, from transportation and energy to retail and telecommunications, have been able to streamline access to governed, ready-to-use analytics, improve AI and analytics performance at scale, and create a trusted foundation for AI-enabled insights that are embedded in day-to-day workflows. "Organizations need AI-enabled analytics that are ready to use without spending months building data pipelines and AI models," said T.K. Anand, executive vice president, Oracle. "Oracle Fusion Data Intelligence meets this need by delivering rapid AI-powered insights on Oracle Fusion Cloud Applications Suite and third-party data to customers within their existing workflows." Heathrow builds a culture of evidence-based decision-making with governed analytics across ERP and HCM Heathrow Airport is one of Europe's busiest travel hubs, supporting almost 85 million passengers last year, employing over 90,000 people on site, and handling more than £200 billion a year in trade. To improve efficiency, reduce risk, and enhance experiences for employees and passengers, Heathrow deployed Oracle Fusion Applications and implemented Oracle Fusion Data Intelligence for ERP and HCM to deliver ready-to-use analytics, governed access to sensitive data, and embedded AI/ML capabilities. "Oracle Fusion Data Intelligence lets us go beyond just the numbers by combining revenue and passenger data to provide meaningful insight into what's happening in our business," said Alan Petrie, head of Corporate Data and Analytics, Heathrow. "This lets us start thinking about how we can change...

(Bloomberg) -- The new artificial intelligence enterprise services firm backed by Blackstone Inc., Anthropic PBC and Hellman & Friedman has picked a San Francisco firm called Fractional AI as the operational centerpiece of the as-yet unnamed venture. Most Read from Bloomberg With the tie-up, Fractional AI will end its 11-month partnership with OpenAI, according to people familiar with the terms of the deal. It’s the first acquisition by the as-yet unnamed firm, created to encourage midsize companies to use generative AI, specifically Anthropic’s Claude, according to the people, who asked not to be identified discussing confidential information. Apollo Global Management Inc, General Atlantic, Leonard Green & Partners, GIC and Sequoia Capital are also investors in the new services firm. For both Anthropic and OpenAI, forming joint ventures with the world’s largest alternative asset managers is a way to promote the use of their AI tools across thousands of portfolio companies. They also plan to provide their services and tools to other midsize companies not owned by private asset managers. Fractional aims to “close the multitrillion-dollar gap between where businesses operate today and where they can be, leveraging Anthropic’s leading models, and starting with portfolio companies of the world’s best alternative asset managers,” Chris Taylor, chief executive officer, and Eddie Siegel, chief technology officer at Fractional AI, said in the joint statement with Anthropic, Blackstone and Hellman & Friedman Thursday. Terms of the transaction were not disclosed. The two-year-old company was founded by Taylor, Siegel and Travis May. The trio met several years ago while working at data collaboration network LiveRamp. Since then, May founded healthcare data logistics company Datavant, now a New Mountain Capital portfolio company, and Taylor and Siegel helped start a data integration platform that was acquired by Samba TV in 2019. Fractional AI has been working with several larg...

成立18年的Airbnb，又一次想重新定义自己。 美西时间5月20日，Airbnb在2026夏季产品发布会上宣布多项跨品类拓展。 爱彼迎联合创始人兼首席执行官Brian Chesky介绍称，这次升级体现在多个维度。服务方面，新增生鲜配送、专车接送机、行李寄存和租车服务。住宿方面，新增数千家精品酒店与独立酒店，首批覆盖纽约、巴黎等20个热门城市，并提供平台价格保护及返现政策。体验方面，新增地标景点、美食文化以及活动等。相关新业务及功能预计于今夏陆续上线。 这也意味着，Airbnb正加速从单一住宿平台向一站式旅游预订平台转变。 Brian Chesky。图片来源：爱彼迎 不过，成为传统OTA并不是爱彼迎想要的方向。 01 爱彼迎联合创始人、首席战略官柏思齐（Nathan Blecharczyk）在接受界面新闻记者采访时表示，“旅行应该是有意义的”，Airbnb想让用户感觉自己像当地人（insider）而非外来游客（outsider）。这是他用来区分爱彼迎与传统OTA的核心命题。 当界面新闻记者问及爱彼迎未来会更像传统OTA，还是创造另一种新事物时，柏思齐给出了后者的答案。 在他看来，爱彼迎“绝对不会”照搬其他传统OTA的老路，“OTA是把所有东西都罗列出来，但没有自己的视角。” 他补充表示，爱彼迎正在搭建一个多入口的产品矩阵，房源、酒店、体验、服务都是入口，多条业务线长期相互导流，不同产品之间形成了相互支撑的战略协同效应。 多入口的这套逻辑在公司今年一季度财报里有迹可循。Brian Chesky在今年5月7日的Q1业绩电话会上提到，体验产品正在成为新的需求引流入口：近1/4首次预订体验的用户随后会预订住宿或服务，约1/3会在90天内完成住宿预订。此外，约55%在爱彼迎首次预订酒店的用户会回头预订房源。 最新财报也释放出正向信号。Airbnb一季度营收27亿美元，同比增长18%；净利润约1.6亿美元，同比增长3.9%；经调整EBITDA约5.19亿美元，同比增长24%。 此外，在这次大升级中，App也在全面引入AI功能，包括评价摘要、房源对比以及共享行程单等。 AI在公司内部的渗透更深。Brian Chesky在Q1业绩电话会上披露，爱彼迎工程师产出的代码中近60%已由AI生成，公司估算约为行业平均水平的两倍，AI客服自助解决率从去年四季度的约1/3提升至超过40%。单笔...

从“碎钞机”变身成“印钞机”需要多久？ 可能是半年时间。 国内规模最大的DRAM存储制造商长鑫科技，2025年底向科创板递交招股书时，烧钱的速度让人捏一把汗，业绩显示2025年前9个月公司净亏损59.8亿元。 因为财务资料过期，长鑫被科创板按下了暂停键。也正是这几个月，恰好撞上了一轮由AI点燃的存储芯片超级涨价潮。2026年一季度，DRAM合约价环比暴涨93%—98%，NAND涨了55%—60%，创15年新高。 当长鑫重新出现在资本市场面前时，更新的招股书显示，公司2026年一季度净利润接近250亿元，算下来每天净赚2.7个亿，妥妥地变成了“印钞机”。 不过，如果拉长视角来看， 迈入这个收获期，长鑫实际上花了十年时间。 如今，长鑫站在科创板的门口，也站上了一个更大的考场：中国的存储芯片，真的能打破三星、SK海力士、美光的垄断吗？ 答案远没有日赚2.7亿那么轻松。制程代差、HBM3尚未量产、核心技术仍被巨头攥在手里，长鑫的“印钞机”能否持续轰鸣，取决于它能不能在下一场更残酷的技术竞赛中，跑赢时间。 十年烧钱背后的豪赌 ‍ 长鑫存储的故事要从创始人朱一明说起。 1972年生于江苏盐城的朱一明，在清华大学读完本硕学业后，赴美攻读物理学与电子工程双硕士学位。2000年毕业后留在硅谷，先后任职多家半导体公司。 2004年夏，他在硅谷一家咖啡馆内向清华企业家协会发起人李军阐述了创业构想，计划打造中国规模最大的存储器设计与制造企业。这一构想获得了李军的支持，并促成了首批投资。同年，朱一明在美国创立GigaDevice Semiconductor Inc。 2005年，他辞去硅谷职位，回国创立北京芯技佳易科技，从Nor Flash存储芯片入手。2010年，公司更名为兆易创新，并于2016年在A股上市，市值一度突破千亿元。 就在这一年，朱一明将目光转向DRAM。但这是一个极度烧钱的游戏，建设晶圆厂、研发先进制程，突破技术封锁，都需要成百亿的投入。 最终在合肥市政府的支持下，朱一明成立长鑫科技。2018年，在DRAM产品即将量产的关键节点，朱一明辞去兆易创新总经理职务，仅保留董事长身份，全身心投入长鑫存储并出任首席执行官，同时承诺在公司实现盈利前不领取任何薪酬与奖金。 2019年长鑫的DRAM工厂正式投产，中国走出了DRAM国产的第一步。 回顾长鑫存储的历程， 具有明显的“国资搭台，创...

Formal security vetting and due diligence appears not to have been carried out before the appointment of Andrew Mountbatten-Windsor as a trade envoy, the government has said, as it emerged that the late queen was “very keen” for her son to take up a prominent role in promoting Britain’s interests. The first batch of documents relating to the appointment of the former prince as trade envoy by Tony Blair in 2001 includes a memo dated 25 February 2000 and addressed to Robin Cook, then the foreign secretary, in which the then chief executive of British Trade International, David Wright, said Queen Elizabeth II’s “wish” had been for Mountbatten-Windsor, then the Duke of York, to take on the role. The government published historic documents concerning the appointment on Thursday in response to a parliamentary move by the Liberal Democrats and said it had found no evidence that formal due diligence or security vetting was carried out at the time, despite the role giving Mountbatten-Windsor access to senior government and business contacts around the world. “We have found no evidence that a formal due diligence or vetting process was undertaken. There is also no evidence that this was considered,” Chris Bryant, a trade minister, said in a written statement to parliament. Bryant said this was “understandable since this new appointment was a continuation of the royal family’s involvement in trade and investment promotion work”, and because Mountbatten-Windsor was replacing the Duke of Kent, who was stepping down from his role as vice-chair of the Overseas Trade Board. The government’s response, which includes the publication of 11 documents that show how the role was created and Mountbatten-Windsor was appointed, comes after the Liberal Democrats tabled a humble address in parliament calling for the publication of papers on his role, including any vetting and any correspondence from Peter Mandelson, the disgraced former ambassador to the US. In the February 2000 memo to Cook,...

格隆汇5月21日｜据21财经，5月20日，香港特区立法会三读通过《2026年印花税(修订)条例草案》，正式将价值超过1亿港元的住宅物业交易印花税税率从4.25%大幅调高至6.5%。该新税率适用于2026年2月26日或之后签立的文书。据香港特区政府预测，此举秉持“能者多付”原则，预计每年将为特区政府增加约10亿港元收入。以成交价1.1亿港元的住宅计算，买家需要缴纳的印花税从467万港元上调至715万港元，增加248万港元。

5月21日 周四《新闻联播》要闻16条 2026-05-21 19:58:36 来源： 同花顺7x24快讯 分享 1、习近平同俄罗斯总统茶叙； 2、习近平同俄罗斯总统共同参观“传承中俄世代友好树立大国关系典范”图片展； 3、习近平同巴基斯坦总统就中巴建交75周年互致贺电；李强同巴基斯坦总理互致贺电； 4、李强主持召开国务院常务会议； 5、我国财政收入巩固向好态势； 6、纠治涉企执法突出问题持续优化营商环境； 7、今年我国将着力提高小微企业金融服务质效； 8、海关总署发布《海关支持粤港澳大湾区建设若干措施》； 9、联合国机构称地缘紧张考验经济韧性； 10、多国谴责以粗暴对待援助船队被扣人员； 11、伊称继续推进谈判同时坚决维护国家利益美称签署协议前不会有制裁减免； 12、黎称以军对黎南部发动多轮空袭； 13、南方地区降雨持续各地各部门积极应对； 14、国家防减救灾委针对广西柳州启动国家四级救灾应急响应； 15、2026年度长三角一体化发展实事项目清单发布； 16、前四个月国家铁路发送货物13.1亿吨。(央视新闻)

专题：聚焦美股2026年第一季度财报 零售商称，最新季度消费者带动食品百货、日用商品及线上销售额同步走高 内容速览 消费者追求高性价比消费、线上购物需求攀升，推动 沃尔玛 最新季度销售额实现增长。 截至 5 月 1 日的最新财季，沃尔玛美国市场 同店销售额 （开业满一年及以上门店与线上渠道销售额）同比上涨 4.1%。 公司表示，旗下各大主营品类与线上业务销量均实现增长，高收入群体消费拉动效应尤为明显。 新兴业务成为业绩重要助力：本财季沃尔玛美国市场电商销售额大涨 26%，广告业务扩张与第三方线上交易规模提升是主要驱动力。 沃尔玛于周四维持全年财务业绩预期不变。 食品生鲜、服饰家居等日用百货品类，成为其核心本土业务营收增长主力。近些年不少消费者缩减非必需消费，曾导致这类商品销售表现疲软。 本财季沃尔玛总营收同比增长 7.3%，达到 1778 亿美元。 本周多家零售企业陆续发布财报，整体业绩大多符合预期乃至表现亮眼。即便燃油等商品价格走高，民众消费需求依旧保持旺盛。本周早些时候， 塔吉特 也交出了数年来首个稳健的季度销售增长成绩单。 沃尔玛仍在依靠线上配送、商业广告等新兴业务谋求更快发展。今年早些时候，沃尔玛营收虽保持平稳增长，但年度营收规模已被 亚马逊 反超，丢掉美国营收第一零售企业的头衔。 周四官方披露，含广告收入在内的电商业务本季度增幅达 26%，目前全球电商销售额已占到沃尔玛总销售额的近四分之一。 油价上涨一方面推高门店备货、线上配送的物流成本，挤压企业利润，同时也抬高了库存商品估值；不过旺盛的终端销售额，叠加广告等非零售业务利润大增，有效对冲了成本上涨带来的压力。 本财季沃尔玛净利润同比增长近 19%，达 53 亿美元。 公司维持全年业绩指引不变，并预计当前季度整体销售额涨幅将维持在 4% 至 5% 区间。 沃尔玛将于周四上午召开财报电话会议，详细解读本次季度经营数据。 责任编辑：郭明煜

欧盟被爆考虑重启与俄正式沟通 2026-05-21 19:57:56 来源： 同花顺7x24快讯 分享 随着欧盟考虑重启与俄罗斯的正式沟通渠道，欧盟各国正讨论请德国前总理默克尔、欧洲央行前行长德拉吉等人出山，代表欧盟与俄罗斯开启对话。(环球网)

(RTTNews) - Cognizant Technology Solutions (CTSH) said on Thursday it has entered into agreements with Truist Bank and BNP Paribas to repurchase $500 million of its Class A common stock under an accelerated share repurchase program. The IT services firm will receive about 7.8 million shares on Wednesday, with the final number of shares to be based on the volume- weighted average price of its stock less a discount. The ASR is part of Cognizant's updated 2026 share repurchase plan announced on May 18. In pre-market activity on Nasdaq, shares of Cognizant were up 0.52 percent, changing hands at $51.56, after closing Wednesday's regular session 0.83 percent higher. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

据高盛集团交易员称，对冲基金一直在卖出大涨的美国半导体股，以锁定利润，同时仍维持对人工智能主题的整体敞口。高盛主经纪团队在发给客户的一份报告中表示，过去一个月，半导体和半导体设备是美国股市中被净卖出最多的子板块。与此同时，这些基金增加了对美国股票宏观产品、指数及交易所交易基金（ETF）工具的做空头寸，这些工具通常用于对冲更广泛的市场风险。这些空头头寸现已升至10年来最高水平。（新浪财经）

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【热点导读】 英伟达16个月内完成超145笔AI领域并购 高比能固态锂电池研究取得新进展 特斯拉最后一批Model S/X车型下线 广东提出要积极发展半导体与集成电路等数字产业 DeepSeek发布AgentHarness相关岗位 【主题详情】 英伟达16个月内完成超145笔AI领域并购 据媒体报道，数据统计，在过去16个月里，英伟达投入了约900亿美元用于并购交易，以加强其对人AI行业的掌控。这笔资金流向了超过145家公司，涵盖从人工智能模型开发者、云服务提供商到基础设施的供应商等各类企业。 当前人工智能技术加速迭代演进，AI产业链的发展高度依赖基础设施建设。国金证券表示，从AI产业链多家公司业绩超预期，谷歌TPU快速迭代，Anthropic营收爆发式增长，台积电用于AI芯片的先进制程加速扩产、CSP大厂长协抢锁存储产能及GPU租赁价格上涨的情况来看，AI短期、中期的需求都非常强劲。看好AI覆铜板/PCB及核心算力硬件、半导体设备等。 公司方面， 兴森科技 主营PCB、IC封装基板，800G光模块用PCB已稳定供货国内外一线光模块厂商。 帝尔激光 应用于PCB行业的超快激光钻孔技术目前正在研发中，持续推动技术的延伸和应用拓展。 高比能固态锂电池研究取得新进展 据中国科学院金属研究所消息，聚合物电解质是实现高比能固态锂电池的理想材料，其中聚偏氟乙烯基电解质因具有高氧化稳定性和离子电导率而备受关注。针对制备过程中“相容性与电化学稳定性”难以兼得的瓶颈，中国科学院金属研究所沈阳材料科学国家研究中心先进炭及二维材料研究部科研团队提出了一种相容溶剂辅助塑化的通用制备策略。 步入2026年，全固态电池产业化推进节奏持续刷新。继车用固态电池第1部分国标明确拟于今年7月发布后，包括吉利、奇瑞及比亚迪、欣旺达等在内的多家整车和电池企业披露了各自全固态电池的技术路径和产业规划方案。财通证券研报认为，固态电池和钠电池产业化加速，新能源电池产业正从单一液态锂电路径向多技术路线协同发展演进，建议关注固态电池产业链相关企业（正负极材料、固态电解质、电池设备等），固态电池从1到N落地加速，新型材料技术迭代有望打开增量空间。 上市公司中， 利元亨 为某头部车企提供的全固态电池整线设备已交付并处于客户现场调试阶段与工艺验证阶段。该项目是公司在固态电池装备领域的重要突破，目前公司正与客户紧密配合，积...

5月18日，国家重大水利工程——河南省小浪底北岸灌区工程通过竣工验收，正式投入运行。工程年均引水2.39亿立方米，惠及豫北280万群众，有效缓解区域用水紧缺问题，助力农田灌溉、生态补水，减少地下水超采，筑牢水安全防线，为黄河流域生态保护与高质量发展注入新动能。（央视新闻）

Companies in the UK’s dominant services sector have reported one of the sharpest declines in business activity in a decade, according to a closely watched index. Businesses are grappling with a “perfect storm” of domestic political uncertainty around Keir Starmer’s leadership as prime minister and the growing impact of the Iran war, leading to soaring costs, supply shortages and job cuts, the report said. The S&P Global purchasing managers’ index (PMI), which surveys hundreds of companies across the UK each month, said activity among firms working in the services sector was the weakest since January 2021 and the lowest since July 2016 if the Covid pandemic period is excluded. The services sector, which ranges from hospitality and retail to finance and IT, accounts for about 80% of the UK economy, meaning its performance has a significant effect on GDP growth. The downturn affected the PMI’s “composite output index”, which scores how private companies across the manufacturing and services sector are performing, with a reading above 50 meaning growth in business activity, while anything below represents contraction. It gave a score of 48.5 for May, down from 52.6 in April. This was much worse than the 51.6 score forecast by economists and the lowest since April 2025. Andrew Wishart, an economist at the German bank Berenberg, said if the slump in the PMI were to continue, it would point to “GDP growth collapsing”, from an expansion of 0.6% in the first quarter of this year to -0.2% in the second quarter. Chris Williamson, the chief business economist at S&P Global Market Intelligence, said: “The blame lies first and foremost with the war in the Middle East, though companies are also noting that domestic politics are taking an increasing toll, driving uncertainty higher, in turn deterring spending, hiring and investment.” The index also showed private sector payroll numbers falling for the 20th successive month, largely because of “a faster pace of job shedding” in the ...

Andy Burnham has said he will back sweeping changes to the electoral system to make politics “less point-scoring, more problem-solving” if he becomes prime minister. The Greater Manchester mayor has previously called for the introduction of proportional representation for UK general elections, handing more power to minority parties like the Greens. In an interview with BBC Radio Manchester on Thursday, Burnham gave his clearest commitment yet to electoral reform if he wins the Makerfield byelection and then a leadership contest to No 10. He said he believed in “a different type of politics – a politics that is more place first rather than party first”, adding: “Where you can work with others, you do that. I do think there needs to be reform to the electoral system to enable less point-scoring, more problem-solving – that’s what I think we need. Less short term, more long term.” Burnham did not say when he would like to see these changes introduced or whether he would commit to starting the process if he becomes prime minster this year. One of the parties that would benefit most from electoral reform would be the Greens, which has reportedly considered dialling down its Makerfield campaign if Burnham’s team commit to introducing proportional representation. Critics of proportional representation have said it would lead to a more chaotic form of government, likely leading to unstable coalitions and an inability to pass legislation. Yet Burnham has long argued that Britain has suffered from an over-centralised, London-centric form of government where two parties dominate at the expense of many of the UK’s nations and regions. Burnham also used his BBC Radio Manchester interview to distance himself from claims that he would seek immediately to rejoin the EU. Standing by his previous comments that he would like the UK to rejoin the European bloc “in my lifetime”, he said: “The country has to fix itself and we have to get to the heart of some of these fundamentals that do...

近十年在中西部地区务工的农民工增长2514万人。 随着劳动力数量减少，近十来年农民工总量虽然呈增长趋势，但增速逐渐放缓。 农民工总量于2025年末首次突破3亿人。与此同时，在产业转移、城镇化纵深发展带动下，农民工区域、产业分布也在发生深刻变化。 “城镇化进程伴随着工农关系、城乡关系的深刻调整。”城市和小城镇改革发展中心主任高国力、政策研究部高级工程师龙茂乾近日在《准确把握新型城镇化阶段性趋势性特征》一文中写道，未来，城乡基本公共服务均等化水平不断提高，城乡物理空间边界不断模糊，城乡间工作和居住分离的“两栖人”逐步增多，城乡融合发展水平日益提高。 中西部吸纳农民工增长 第一财经梳理近十年（2016~2025年）国家统计局发布的《全国农民工监测调查报告》（下称“报告”）发现，农民工总量从28171万人增长到30115万人；增速从2016年1.5%下降到0.5%。过去十年农民工增量为1944万人。这一数据相当于农民工增长最快的三年（2010～2012年）中两年的增量。 2010年农民工增长1236万人，2011年增长1055万人，2012年增长983万人。也是从2010年开始，农民工总量增速整体呈回落趋势。 从产业分布看，过去十年，第二产业从业农民工占比从52.9%下降到44.5%，人数减少超过1500万人；第三产业从业农民工占比从46.7%上升至54.7%，规模增加3317万人。 中国社会科学院学部委员李培林在2025年初撰写的一篇题为《中国农民工的发展变化及相关研究态势》的文章中写到，受劳动年龄人口数量和比例下降等因素影响，农民工总量的增长速度已大大放缓。未来，农民工就业的“去工业化”和“三产化”的态势还将延续。 根据《中国统计年鉴2025》，劳动力人口从2016年的80694万人，下降到2024年的76657万人，减少超4000万人。根据2024年就业人员数据计算，第二产业从业人员占比约29%；第三产业从业人员占比48.8%；第二产业从业人员中，农民工占比约63%；第三产业从业人员中农民工占比约45.6%。 从区域分布看，东部地区吸纳农民工总规模仍然很高，2025年总量达15384万人，占比仍超过50%。近十年在东部地区务工的农民工规模减少576万人；在中部地区务工的农民工增长1352万人，西部地区增长1162万人，中西部地区总计增长2514万人。 “我国人口流动近...

信任金融、司法等领域AI大模型的受访者不到二成。 从大模型到智能体，随着人工智能（Al）热度不断提升，公众对AI的信任度以及风险关注也出现新趋势。 近日，对外经贸数字经济与法律创新中心、人大数字经济研究中心等在伏羲智库举办的一场研讨会上发布了《2025年中国网民AI认知调研报告》（下称《报告》）。《报告》根据受访者调查发现，中国网民对AI大模型的整体认知度、渗透率和信任度高于欧美地区。不过，在金融、司法等严肃领域，愿意信任AI的受访网民占比不到二成。 根据《报告》调研，中国网民对于大模型风险的担忧也正在发生结构性转变。人们开始担忧过度依赖AI大模型导致自身认知能力退化、批判性思维弱化，以及可能产生的情感依赖。 哪些领域AI应用更被信任 根据《报告》，截至2025年10月31日，中国已发布约1509个大模型，位居全球首位。 生成式AI也正在加速融入日常生活与生产领域。中国互联网信息中心发布的《中国互联网络发展状况统计报告》显示，截至2025年12月，生成式人工智能用户规模达6.02亿人，较2024年底增长141.7%；普及率达42.8%，大幅提高25.2个百分点。 国内AI大模型研发和应用双提速，带来的影响有两方面：一方面，公众对于AI大模型的认知普及度显著提升；另一方面，普通消费者在知识快速更新时遭遇挑战。 在对全国7061份有效回收问卷梳理后，《报告》发现，2025年，AI大模型在国内受访者中的使用渗透率超过50%，“从未听说过”AI大模型的受访者比例仅为3.64%，较2024年年同比下降超7个百分点，降幅达66%。 这份调研中，半数以上的受访者为本、专科学历，研究生及以上高学历群体比重仅约8%，70%的受访者年收入在20万元以下，一二三四线城市受访者占比相当。 同时，《报告》以一份由牛津大学开展，覆盖阿根廷、丹麦、法国、日本、英国和美国共计12217名消费者的国际调查为参照，进行了横向比较。结果显示：中国“从未听说过AI”的受访者比例（3.64%）远低于六国平均水平（22.5%），AI渗透更充分。 根据《报告》，在工作学习和生活两类场景中，中国AI使用率超过40%，超过上述六国平均值（20%左右），也高于美国。在美国，AI在工作学习和生活中的渗透率分别为21%和35%。 不过，高渗透率要想转化为对AI大模型的深度认知，仍待时日。《报告》认为，受访的中国网民对Al...

The Nikkei stock average in Tokyo advanced 3.1 percent on Thursday (Kazuhiro NOGI) · Kazuhiro NOGI/AFP/AFP Oil prices jumped, European stock markets retreated and the dollar firmed Thursday as hopes of a Middle East peace accord faded on conflicting headlines on the state of talks. US President Donald Trump has described the latest discussions as being on the "borderline" between a deal and renewed strikes. Pakistan's army chief was due in Iran on Thursday, Iranian media reported, with Islamabad mediating as Tehran examines the new US proposal to end the war. "Markets pulled back across Europe as the waiting game to end the Iran war rumbled on," said Dan Coatsworth, head of markets at AJ Bell. There were earlier big gains for technology stocks in Asia after chip giant Nvidia posted record quarterly revenue of $81.6 billion, blowing past Wall Street forecasts on the voracious demand for artificial intelligence hardware. Sentiment was also boosted by Elon Musk's filing for a public sale of SpaceX shares, which could be the largest initial public offering in history. South Korea's benchmark Kospi index surged 8.4 percent, helped by Samsung Electronics shares after unions paused a 18-day strike impacting the group. Japan's Nikkei index ended with a gain of 3.1 percent. But as trading entered the afternoon in Europe, all eyes were on US-Iran war developments and the potential fallout for economies on the continent. The EU warned Thursday that eurozone growth would be less than expected this year, and inflation significantly higher than forecast, as the Mideast war and subsequent energy shock take their toll. It came as a key survey revealed that business activity in the eurozone contracted further in May, weighed down by weak demand caused by a conflict. The eurozone purchasing managers' index (PMI) published by S&P Global, an important gauge of the economy's overall health, registered a reading of 47.5 -- a 31-month low -- after 48.8 in April. A reading above 50 indicat...

据媒体报道，美国商务部表示，特朗普政府将向九家量子计算公司提供20亿美元的拨款，交易包括美国政府获得股权。 报道称，商务部已同意向 IBM 提供10亿美元。 芯片制造商GlobalFoundries将获得3.75亿美元。 除初创公司Diraq预计将获得3800万美元外，其余公司预计都将获得1亿美元。 D-Wave Quantum、Rigetti Computing、Infleqtion等一系列致力于量子计算研究的公司将在列。 预计获得资金的其他量子初创公司还包括Atom Computing、PsiQuantum、Quantinuum。 美国政府将获得每家量子计算公司的少数股权，这些交易仍有待完成。 美国商务部未披露具体股权规模和股权结构等细节。 责任编辑：江学思

To activate the text-to-speech service, please first agree to the privacy policy below. Taipei, May 21 (CNA) U.S. semiconductor company AMD will invest more than US$10 billion in Taiwan's AI supply chain ecosystem while ramping up production of its next-generation server processors using Taiwan Semiconductor Manufacturing Co's (TSMC) advanced 2-nanometer process technology. In a press statement issued Thursday, AMD said the investments will expand partnerships with Taiwanese chip packaging, substrate and server manufacturing companies as global demand for AI infrastructure continues to surge. AMD Chair and CEO Lisa Su (蘇姿丰) said the company is combining its high-performance computing technologies with Taiwan's manufacturing ecosystem and global partners to build integrated, rack-scale AI infrastructure for next-generation AI systems. "By combining AMD leadership in high-performance computing with the Taiwan ecosystem and our strategic global partners, we are enabling integrated, rack-scale AI infrastructure," Su was cited as saying. A major focus of the investment plan is advanced packaging technology for AI chips, including next-generation 2.5D bridge interconnect technology known as Elevated Fanout Bridge (EFB), according to AMD. To advance the technology, AMD said it is collaborating with Taiwan-based ASE Technology Holding Co. and Siliconware Precision Industries Co. (SPIL) to develop EFB packaging capable of improving chip interconnect bandwidth and power efficiency for future EPYC processors. AMD also said it had achieved a milestone with Powertech Technology Inc. (PTI) by qualifying the industry's first 2.5D panel-based EFB interconnect, which it described as enabling more scalable and cost-efficient AI chip production. The investments are also tied to AMD's upcoming Helios AI platform, which the company described as a production-ready rack-scale AI infrastructure system scheduled for deployment beginning in the second half of 2026. In another statement issue...