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神神秘秘二十几年的SpaceX终于把账本交出来了！ 当地时间5月20日下午，也就是北京时间今天凌晨，SpaceX向美国证券交易委员会提交了一份近400页的S-1注册声明，启动IPO申请，计划最早于6月12日上市。 这也是SpaceX第一次如此系统地把自己的业务和财务信息摆到公开市场面前。 仔细拜读之后，最惊人的居然是——这哪里还是一家新涉足了人工智能领域的火箭公司？这分明已经是一家拥有全球最佳火箭业务的人工智能公司。 01 这烧钱又美味的AI啊 先看这份IPO申请的亮点。 在SpaceX正式递交文件之前，外界其实已经知道，这家公司已经不再只是传统意义上的航天公司。xAI和X被纳入SpaceX体系，Anthropic与SpaceX之间的大额算力合作，也已经提前把“AI”纳入SpaceX的叙事之中。 但真正看到这份S-1注册声明时，不难发现AI在其中的分量仍然超出了普通意义上的“新增业务”。 S-1注册声明里，SpaceX现在分为了三个板块：航天业务、通信业务和AI业务。 . 航天业务包括火箭发射、航天飞行、星舰，以及NASA、美国国防部和商业客户任务； . 通信业务基本对应以星链为核心的卫星互联网业务，也就是通过低轨卫星网络提供宽带、移动连接和其他通信服务； . AI业务则主要来自xAI和X进入这套财务口径后的相关业务。 AI业务之所以会出现在SpaceX这份IPO申请里，是因为SpaceX已经完成对xAI的收购；而xAI此前又收购了XHoldings，也就是X/Twitter的母公司。因此，这次IPO申请里的历史财务数据经过回溯重列，把xAI和XHoldings也囊括进来。 这三个业务板块放在一起，差异非常大。 2025年，SpaceX的航天业务营收40.86亿美元，按SpaceX自己调整后的口径看，这块业务贡献了约6.53亿美元的经营层面收益。 它仍然是SpaceX的技术底座，也是这家公司最早被外界认识的部分，但从收入规模看，它已经不是账本里最大的业务。 通信业务，也就是星链所在的业务，依然是SpaceX的摇钱树。2025年，这块业务营收113.87亿美元，同比增长49.8%；为SpaceX带来了71.68亿美元的收益，利润率高达63%，同比增长86.2%。 需要指出的是，星链作为现在三大板块中最赚钱的一部分，也并非没有隐忧。 星链增长很快，订阅用户从2025年一...

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伊朗战争正在不断加大对亚洲新兴市场的压力，推动一些货币汇率和债券收益率逼近过去被认为不太可能出现的水平。 随着冲突持续，一些分析师开始推演更极端的看跌情境。其中包括：印度卢比可能贬值至1美元兑100卢比，印尼盾可能跌至1美元兑18000印尼盾，菲律宾比索可能贬至1美元兑65比索。高企的能源价格正在推升通胀，并拖累依赖进口的经济体。 债券市场同样承受压力。印度基准国债收益率可能重新测试2022年高点，而菲律宾货币市场协会负责人表示，菲律宾债券收益率可能升向8%，创下数年来高位。 自2月底战争爆发以来，亚洲市场正受到原油价格上涨超过40%的冲击。印度、印度尼西亚和菲律宾受到的冲击尤为严重，因为这些国家依赖外国资本来弥补经常账户赤字。与此同时，美国国债收益率上升进一步削弱了新兴市场资产的吸引力，迫使各国央行即便在战争拖累经济增长的情况下收紧货币政策。 印尼已经开始出手捍卫印尼盾。印尼央行周三意外宣布大幅加息，幅度超出市场预期，并承诺加强对汇市的干预。 Gamma Asset Management SA全球宏观投资组合经理Rajeev De Mello表示，如果能源价格继续上涨，“进口成本相对于出口价格的恶化，将持续拖累那些石油净进口国的货币表现。”他还指出，更高的原油价格也可能打击债券市场，因为油价上涨会推高通胀；而在一些政府通过燃油补贴吸收部分冲击的国家，则可能导致财政赤字扩大。 自战争爆发以来，印尼盾、印度卢比和菲律宾比索一直是表现最差的新兴市场货币，累计跌幅介于5%至6.5%之间。 推荐阅读： 印度为稳定卢比汇率绞尽脑汁 据悉在讨论加息、发美元债等多种方案 责任编辑：刘明亮

格隆汇5月21日｜瑞丰高材在特定对象调研时表示，今年以来，公司经营健康稳定，受原材料价格提高的影响，产品价格也有所提高，一季度业绩增幅明显，预计今年仍保持健康稳定发展态势。公司当前工程塑料助剂产能1万吨，处于满产状态，产能瓶颈较严重，故规划6万吨产能新建项目。一期2万吨在建，二期4万吨计划2027年适时启动。公司控股资子公司瑞丰玥能的吨级中试装置调试工作已经完成，已经小批量投料，但达到预期正常稳定运行状态的目标，可能仍尚需多次投料试验。

【工銀亞洲：3個月港元定存賺3.88厘息】 中國工商銀行(亞洲)新開立綜合帳戶，可享迎新賞！推廣期內，新客戶透過手機銀行開立「綜合賬戶」，成功申請/持有ICBC信用卡，並完成指定獎賞要求，可享迎新賞高達1,000港元，經「e定存」開立3個月港元定期存款，可享三個月定存年利率3.88厘。 推廣期：至6月30日 【華僑銀行：高達16.8厘年利率外匯交易 x 定期存款】 OCBC華僑銀行香港推出最新澳元、加元及日圓定期存款年利率優惠，推廣期即日起至五月底。 一星期澳元／加元／日圓定期存款 基本交易條件：於推廣期內進行指定金額的外幣兌換，並設立相關之定期存款。 (1) 澳元：2,000至350,000；或 (2) 加元：2,000至350,000；或 (3) 日圓：100,000至20,000,000 每位合資格客戶於推廣期內可享之定期存款總額上限，為澳元350,000或加元350,000或日圓20,000,000。 推廣名額有限，可能會提前停止而不作另行通知。 【華僑銀行宏富理財開戶 港元定存可達2.88厘】 華僑銀行宏富理財第2季開戶禮遇。「定存一口價獎賞」高達2.88厘優惠年利率。 首筆單一港幣定期存款金額，3,000,000元或以上(上限5,000,000元)，3個月期，「定存一口價獎賞 」優惠年利率(包括相對應之現金獎賞)為2.88厘。 首筆單一港幣定期存款金額，1,000,000元至3,000,000元以下，3個月期，「定存一口價獎賞 」優惠年利率(包括相對應之現金獎賞)為2.6厘。 推廣期由4月1日至6月30日。受條款及細則約束，個別奬賞名額有限，先到先得，額滿即止。 【WeLab限時定存優惠】 匯立銀行(WeLab Bank)推出最新港元定存快閃優惠。港元1年期最高可享2.85厘。另設21日期，起存額10萬元，賺2.2厘年息。不分新舊資金，名額有限，先到先得。 貨幣：港元 21日 特選客戶：2.20% (10萬至50萬)／一般客戶：2.20% (10萬至50萬) 3個月 特選客戶：2.75%／一般客戶：2.60% 4個月 特選客戶：2.65%／一般客戶：2.65% 6個月 特選客戶：2.65%／一般客戶：2.65% 8個月 特選客戶：2.70%／一般客戶：2.70% 12個月 特選客戶：2.85%／一般客戶：2.80% 18個月 特選客戶：2.80%／一般客...

【工銀亞洲：3個月港元定存賺3.88厘息】 中國工商銀行(亞洲)新開立綜合帳戶，可享迎新賞！推廣期內，新客戶透過手機銀行開立「綜合賬戶」，成功申請/持有ICBC信用卡，並完成指定獎賞要求，可享迎新賞高達1,000港元，經「e定存」開立3個月港元定期存款，可享三個月定存年利率3.88厘。 推廣期：至6月30日 【華僑銀行：高達16.8厘年利率外匯交易 x 定期存款】 OCBC華僑銀行香港推出最新澳元、加元及日圓定期存款年利率優惠，推廣期即日起至五月底。 一星期澳元／加元／日圓定期存款 基本交易條件：於推廣期內進行指定金額的外幣兌換，並設立相關之定期存款。 (1) 澳元：2,000至350,000；或 (2) 加元：2,000至350,000；或 (3) 日圓：100,000至20,000,000 每位合資格客戶於推廣期內可享之定期存款總額上限，為澳元350,000或加元350,000或日圓20,000,000。 推廣名額有限，可能會提前停止而不作另行通知。 【華僑銀行宏富理財開戶 港元定存可達2.88厘】 華僑銀行宏富理財第2季開戶禮遇。「定存一口價獎賞」高達2.88厘優惠年利率。 首筆單一港幣定期存款金額，3,000,000元或以上(上限5,000,000元)，3個月期，「定存一口價獎賞 」優惠年利率(包括相對應之現金獎賞)為2.88厘。 首筆單一港幣定期存款金額，1,000,000元至3,000,000元以下，3個月期，「定存一口價獎賞 」優惠年利率(包括相對應之現金獎賞)為2.6厘。 推廣期由4月1日至6月30日。受條款及細則約束，個別奬賞名額有限，先到先得，額滿即止。 【WeLab限時定存優惠】 匯立銀行(WeLab Bank)推出最新港元定存快閃優惠。港元1年期最高可享2.85厘。另設21日期，起存額10萬元，賺2.2厘年息。不分新舊資金，名額有限，先到先得。 貨幣：港元 21日 特選客戶：2.20% (10萬至50萬)／一般客戶：2.20% (10萬至50萬) 3個月 特選客戶：2.75%／一般客戶：2.60% 4個月 特選客戶：2.65%／一般客戶：2.65% 6個月 特選客戶：2.65%／一般客戶：2.65% 8個月 特選客戶：2.70%／一般客戶：2.70% 12個月 特選客戶：2.85%／一般客戶：2.80% 18個月 特選客戶：2.80%／一般客...

iHub News 38 minutes ago Google commits $15 billion to Missouri expansion with new data center project (GOOG)May 21, 2026 6:23 AM IH Market News Google (NASDAQ:GOOG) announced plans on Wednesday to invest US$15 billion into infrastructure projects across Missouri, including the construction of a new data centre in New Florence, located in Montgomery County.Missouri Governor Mike Kehoe said the investment highlights the state’s increasing importance as a hub for technology and innovation. He added that the project is expected to generate employment opportunities while also benefiting local businesses and surrounding communities.Google said it has already secured agreements to bring more than one gigawatt of new power generation capacity to Missouri.The company also stated that, through its partnership with Ameren, it is supporting the development of more than 500 megawatts of additional energy capacity across the state.Alphabet stock price Original: Google commits $15 billion to Missouri expansion with new data center project (GOOG) iHub News 1 day ago Google expands AI push at I/O with enterprise-focused Gemini upgrades and smarter search toolsMay 20, 2026 6:35 AM IH Market News Alphabet Inc.’s Google (NASDAQ:GOOG) on Tuesday introduced a range of new artificial intelligence tools at its annual I/O developer conference, including AI agents integrated directly into Search and a faster, lower-cost Gemini model aimed at enterprise customers.The announcements come as Google intensifies competition with rivals including Anthropic and OpenAI in the race to attract high-value corporate AI users.Google also showcased new AI agents designed to autonomously carry out tasks such as purchasing products, monitoring ticket availability and organising schedules in real time across its ecosystem of consumer services.“When people use our AI-powered features in Search, they use Search more,” Alphabet chief executive Sundar Pichai said. Google positions Gemini at the centre of its AI ...

Seeking Alpha (Seeking Alpha) Seeking Alpha (Seeking Alpha) Seeking Alpha (Seeking Alpha) Seeking Alpha (Seeking Alpha) Seeking Alpha (Seeking Alpha) More on Deere Deere: I Would Take The Gains (Q1 Earnings Preview) Deere: Q2 Earnings Beat Could Be On The Way With Industry Tailwinds Deere Is Finally Receiving Winds Of Change Deere GAAP EPS of $6.55 beats by $0.81, revenue of $13.37B beats by $1.87B Deere heads into Q2 earnings amid soft farm demand and rising tariff pressures

(RTTNews) - Indian shares gave up early gains to end a tad lower on Thursday despite firm cues from global markets. Traders monitored peace talks between the United States and Iran after U.S. President Donald Trump said the talks with Iran are on the "borderline" between a deal and renewed strikes. Iran said it was examining a new U.S. proposal to end the Middle East war, adding that forcing Iran to surrender through coercion is nothing but an illusion and that mutual respect in diplomacy is far wiser, safer, and more sustainable than war. Investors also digested minutes from the Fed's latest policy meeting, which revealed a noticeably hawkish tone. The benchmark BSE Sensex ended the session down 135.03 points, or 0.18 percent, at 75,183.36, after having risen to a high of 75,945.79 earlier on the back of a sharp decline in crude oil prices and global bond yields overnight. The broader NSE Nifty index also gave up early gains to settle marginally lower at 23,654.70. The BSE mid-cap and small-cap indexes edged up by 0.2 percent and 0.7 percent, respectively. The market breadth was strong on the BSE, with 2,416 shares rising while 1,757 shares declined and 189 shares closed unchanged. Among the prominent decliners, Bharti Airtel, Bajaj FinServ, Infosys, Hindustan Unilever, Tech Mahindra and Bajaj Finance fell 1-2 percent. Airline Indigo rallied 3.2 percent after crude oil prices slumped 5.6 percent in the overnight U.S. trading session. UltraTech Cement, Adani Ports, BEL and Trent advanced 1-2 percent. 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21日｜力源信息在机构调研时表示，公司代理的碳化硅产品主要有ON(安森美)、ST(意法)、ROHM(罗姆)、华为海思等品牌的。前两年还与ON(安森美)成立了碳化硅联合实验室，重点推进碳化硅的市场应用。从未来发展来看，随着碳化硅产品价格的下降，今年将是碳化硅应用的大年，在汽车、储能、AI电源上会广泛应用，碳化硅市场将会是公司未来重点深耕的市场。

Pinkerton Wealth LLC bought a new position in Intel Corporation (NASDAQ:INTC - Free Report) during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund bought 106,310 shares of the chip maker's stock, valued at approximately $3,923,000. Several other large investors have also recently made changes to their positions in INTC. Legacy Bridge LLC bought a new stake in shares of Intel in the fourth quarter worth about $26,000. Raleigh Capital Management Inc. bought a new stake in shares of Intel in the fourth quarter worth about $29,000. Provenance Wealth Advisors LLC increased its stake in Intel by 89.2% during the third quarter. Provenance Wealth Advisors LLC now owns 946 shares of the chip maker's stock worth $32,000 after acquiring an additional 446 shares during the last quarter. Strengthening Families & Communities LLC bought a new stake in Intel during the third quarter worth approximately $33,000. Finally, HighMark Wealth Management LLC increased its stake in Intel by 177.7% during the fourth quarter. HighMark Wealth Management LLC now owns 886 shares of the chip maker's stock worth $33,000 after acquiring an additional 567 shares during the last quarter. 64.53% of the stock is owned by institutional investors. Get Intel alerts: Sign Up Analyst Ratings Changes Several equities research analysts have weighed in on the company. Jefferies Financial Group boosted their price objective on Intel from $60.00 to $80.00 and gave the stock a "hold" rating in a research note on Friday, April 24th. Evercore set a $95.00 price objective on Intel in a research note on Friday, April 24th. Barclays boosted their price objective on Intel from $45.00 to $65.00 and gave the stock an "equal weight" rating in a research note on Friday, April 24th. Susquehanna boosted their price objective on Intel from $65.00 to $80.00 and gave the stock a "neutral" rating in a research note on Friday, April 24th. Finally, Freedom Capital raised...

Pinkerton Wealth LLC purchased a new stake in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor purchased 15,621 shares of the semiconductor manufacturer's stock, valued at approximately $4,458,000. Several other hedge funds also recently added to or reduced their stakes in MU. AQR Capital Management LLC grew its holdings in Micron Technology by 411.9% during the 3rd quarter. AQR Capital Management LLC now owns 3,627,022 shares of the semiconductor manufacturer's stock valued at $606,873,000 after purchasing an additional 2,918,535 shares during the last quarter. Vanguard Group Inc. grew its holdings in Micron Technology by 1.9% during the 4th quarter. Vanguard Group Inc. now owns 106,608,094 shares of the semiconductor manufacturer's stock valued at $30,427,016,000 after purchasing an additional 1,954,644 shares during the last quarter. California Public Employees Retirement System grew its holdings in Micron Technology by 70.2% during the 3rd quarter. California Public Employees Retirement System now owns 3,023,799 shares of the semiconductor manufacturer's stock valued at $505,942,000 after purchasing an additional 1,246,773 shares during the last quarter. Voloridge Investment Management LLC grew its holdings in Micron Technology by 1,064.3% during the 3rd quarter. Voloridge Investment Management LLC now owns 1,304,471 shares of the semiconductor manufacturer's stock valued at $218,264,000 after purchasing an additional 1,192,433 shares during the last quarter. Finally, Wellington Management Group LLP grew its holdings in Micron Technology by 19.9% during the 3rd quarter. Wellington Management Group LLP now owns 7,150,530 shares of the semiconductor manufacturer's stock valued at $1,196,427,000 after purchasing an additional 1,188,296 shares during the last quarter. 80.84% of the stock is currently owned by institutional investors. Get Micron Technology ...

Rathbones Group PLC lowered its holdings in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 2.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 88,993 shares of the electric vehicle producer's stock after selling 2,055 shares during the quarter. Rathbones Group PLC's holdings in Tesla were worth $40,022,000 as of its most recent filing with the Securities and Exchange Commission. A number of other hedge funds and other institutional investors have also modified their holdings of TSLA. Crestwood Advisors Group LLC grew its position in Tesla by 34.7% in the 4th quarter. Crestwood Advisors Group LLC now owns 19,567 shares of the electric vehicle producer's stock worth $8,799,000 after purchasing an additional 5,039 shares during the last quarter. Gamco Investors INC. ET AL grew its position in Tesla by 29.6% in the 3rd quarter. Gamco Investors INC. ET AL now owns 32,576 shares of the electric vehicle producer's stock worth $14,487,000 after purchasing an additional 7,446 shares during the last quarter. China Universal Asset Management Co. Ltd. grew its position in Tesla by 8.8% in the 3rd quarter. China Universal Asset Management Co. Ltd. now owns 48,504 shares of the electric vehicle producer's stock worth $21,571,000 after purchasing an additional 3,935 shares during the last quarter. Calamos Wealth Management LLC grew its position in Tesla by 5.9% in the 4th quarter. Calamos Wealth Management LLC now owns 41,907 shares of the electric vehicle producer's stock worth $18,846,000 after purchasing an additional 2,341 shares during the last quarter. Finally, Ashton Thomas Private Wealth LLC grew its position in Tesla by 26.0% in the 3rd quarter. Ashton Thomas Private Wealth LLC now owns 18,032 shares of the electric vehicle producer's stock worth $8,019,000 after purchasing an additional 3,724 shares during the last quarter. Institutional investors own 66.20% of the company...

Pinkerton Wealth LLC trimmed its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 17.5% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 16,409 shares of the semiconductor manufacturer's stock after selling 3,482 shares during the period. Pinkerton Wealth LLC's holdings in Advanced Micro Devices were worth $3,514,000 as of its most recent SEC filing. A number of other large investors also recently modified their holdings of the company. Impax Asset Management Group plc increased its stake in Advanced Micro Devices by 326.5% in the 3rd quarter. Impax Asset Management Group plc now owns 52,068 shares of the semiconductor manufacturer's stock worth $8,424,000 after purchasing an additional 39,861 shares during the period. Zweig DiMenna Associates LLC increased its stake in Advanced Micro Devices by 127.6% in the 3rd quarter. Zweig DiMenna Associates LLC now owns 72,602 shares of the semiconductor manufacturer's stock worth $11,746,000 after purchasing an additional 40,708 shares during the period. Wedbush Securities Inc. increased its stake in Advanced Micro Devices by 7.8% in the 3rd quarter. Wedbush Securities Inc. now owns 84,256 shares of the semiconductor manufacturer's stock worth $13,632,000 after purchasing an additional 6,095 shares during the period. WealthPlan Investment Management LLC increased its stake in Advanced Micro Devices by 338.5% in the 4th quarter. WealthPlan Investment Management LLC now owns 6,157 shares of the semiconductor manufacturer's stock worth $1,319,000 after purchasing an additional 4,753 shares during the period. Finally, Highline Wealth Partners LLC increased its stake in shares of Advanced Micro Devices by 4,891.6% during the fourth quarter. Highline Wealth Partners LLC now owns 8,286 shares of the semiconductor manufacturer's stock valued at $1,775,000 after buying an additional 8,120 shares du...

财联社5月21日讯（编辑 马兰） 由于三星电子管理层与工会在最后一刻达成协议，避免了罢工，三星电子股价周四飙升，带动韩国KOSPI指数收涨超8%。 原计划为期18天的罢工现已暂停，而由韩国政府斡旋达成的协议将于5月22日至27日进行投票表决。工会领导人表示，他预计该协议将获得批准。 劳资纠纷有望解决极大缓解了市场对半导体生产可能中断的焦虑。三星是全球销售额最大的内存芯片制造商，也是人工智能数据中心、智能手机和笔记本电脑芯片的主要供应商。 与此同时，三星电子正面临来自竞争对手SK海力士和美光日益激烈的竞争，而人工智能驱动的芯片需求激增已经使全球供应紧张，导致三星电子正处于敏感时期。 但这份即将进入工会投票程序的新劳动协议也并非尽善尽美。 利弊 根据工会的说法，根据协议，三星预计将拨出约10.5%的营业利润作为芯片部门的特别奖金，该部门涵盖了三星的存储器和逻辑芯片业务。这一比例低于工会此前要求的15%。 一份文件显示，这些奖金将以公司股票的形式支付，且至少持续10年，前提是芯片部门在2026年至2028年期间的年度营业利润超过200万亿韩元，在2029年至2035年期间的年度营业利润超过100万亿韩元。 一位工会消息人士还透露，新协议中，一名年薪为8000万韩元的内存芯片工人，今年预计将获得约6.26亿韩元（约合280万人民币）的奖金，其中大部分将以股票形式支付。 NH投资证券高级分析师Ryu Young-ho对媒体表示，虽然投资者对避开罢工感到欣慰，但这份协议将大幅提高三星电子的劳动力成本。值得庆幸的是，三星电子选择以股票而不是现金支付绩效奖金的计划可以减轻当下的财务负担。 另一方面，韩国美国商会（AMCHAM Korea）指出，具有战略意义的企业的生产中断可能会产生连锁反应。如果一家企业的可预测性和连续性出现问题，那么其竞争地区的相关制造业可能将夺过份额。从这一角度来看，三星电子避免罢工总体上利大于弊。

欧元区商业活动以两年半来最快速度萎缩，令市场愈加担心伊朗战争及其导致的能源成本飙升正在对地区经济造成严重打击。 标普全球编制的5月份综合采购经理人指数从4月的48.8降至47.5，连续第二个月低于50荣枯分界线。彭博调查的分析师此前预计该指数将与上月持平。 制造业再次受益于提前累积库存而增长，而服务业则大幅下滑。与此同时，价格压力持续增加，投入成本和商品及服务价格均以三年多来最快的速度上升。 此外，法国商业活动以五年半以来最快速度萎缩，5月标普综合采购经理人指数从4月的47.6降至43.5，连续第五个月低于50荣枯分界线。彭博调查的分析师此前预期该指数会略有上升。 标准表示，法国制造业和服务业指数双双下降，企业称伊朗战争推高了燃料和能源成本，并引发了更普遍的“经济焦虑”。 S&P Global Market Intelligence首席经济学Joe Hayes周四在新闻稿中表示，“这一冲击已显著加剧欧元区第二大经济体的衰退风险”，并称这些数字“十分糟糕”。他补充说，“令人担忧的是，经济整体价格水平的全面上涨会增加需求进一步萎缩的风险。” 与此同时，德国私营部门活动连续第二个月萎缩，5月标普综合采购经理人 责任编辑：刘明亮

格隆汇5月21日｜据国家医保局消息，根据不完全统计，全国2025年特例单议申请病例243.5万例，审核通过207.1万例，通过率为85.1%。据悉，通过特例单议审核的医保基金支出约612.6亿元，病例次均医保基金支出2.96万元。特例单议机制是按病种付费的重要配套机制，主要是针对住院时间长、医疗费用高、新药耗新技术使用等不适合按病种标准支付的病例，经过专家评审通过后可据实或追加支付，其目的是支持医疗机构创新发展、减轻医疗机构收治危重患者顾虑。国家医保局表示，下一步将持续完善特例单议机制，鼓励医疗机构根据实际自主申报，指导地方医保部门定期公开特例单议结果，支持新药耗新技术临床应用。

JHVEPhoto/iStock Editorial via Getty Images Introduction Since reporting its Q2 2026 financial results, The Campbell's Company ( CPB ) stock price has declined to a 2-decade low of roughly $20 per share. The company reported a revenue of $2.56 billion, and EPS of $0.51, missing analysts' expectations of $2.61 billion and $0.56, respectively. Consequently, Campbell has also lowered its 2026 outlook given the disappointing Q2 earnings. In light of this downbeat result, the stock now sells at an attractive forward P/E of 9.5x, which translates to an earnings yield of 10.5%, very attractive to alternative assets available to investors, such as the S&P 500 and long-term treasury(more on the valuation section). However, the common dogma to remember when prospecting for these kinds of out-of-favor, value stocks is 'it is likely selling cheap for a reason.' After all, the judgment of the market must be respected as it is the combined consensus of all market participants. However, while I acquiesce in this paradigm, the market tends to be excessive in its judgment in both ways, which can provide opportunities for contrarian investors. After assessing Campbell, I believe its elevated debt levels and the secular headwinds operating against some of its brands will coerce the company into actions that could unlock shareholder value. But first, we must study the current industry trends and the CPG in general to understand what action Campbell should take, actions that we as investors would like to see that will bolster shareholder return in the long run. Current Industry Trend Currently, there are three secular issues facing the CPG industry: the rise of so-called 'Disruptor Brands' that are benefitting from the increasing appetite of consumers for more healthy and natural foods, competition from low-cost private label brands and the potential effect of GLP-1 on future consumer consumption. To generate a rough sketch of the future and what Campbell must do, or what I, as an inves...

格隆汇5月21日｜以色列国防军：据初步报告，在米斯加夫·阿姆地区响起了关于敌方飞机渗透的警报。具体情况正在审查中。

iStock BT has warned of higher smartphone prices as the artificial intelligence boom drives up the cost of memory chips. Allison Kirkby, BT’s chief executive, said the former state monopoly was bracing for potential semiconductor shortages as soon as this year as tech giants buy up the technology to power AI data centres. The squeeze on supplies threatens to push up the price of equipment – such as Apple’s iPhone – sold by network operators including BT. Ms Kirkby said: “I’m sure Apple will do their best to minimise any supply chain weaknesses but it’s common knowledge that the chip market is under demand by all the rise in AI. “We are working very proactively with our suppliers – it’s mainly handsets, it could be in a bit of routers as well – and I’m sure the industry with its partners will do the best it can to minimise the impact on pricing in the marketplace. “But with chip shortages everywhere, that will put pressure on pricing in certain parts of the market, not just in our sector going forward.” Ms Kirkby said that while she had not yet seen any price increases, she expected manufacturers such as Apple to pass on higher costs to consumers across the industry. BT said the potential chip shortages and effect on prices will contribute to a drop in turnover in the coming year as shoppers choose not to upgrade or steer clear of buying new phones altogether. The company expects revenues of between £19bn and £19.5bn in the year ahead, down from £19.7bn last year. The warning was issued as the FTSE 100 group also unveiled plans to ramp up its cost-cutting as part of a broader turnaround plan. BT has boosted its target for cost cuts from £3bn to £3.7bn, while the savings programme has also been extended by a year to 2030. Ms Kirkby, who took up the role in 2024, charmed investors with a promise to cut costs and increase returns to investors as the telecoms giant nears the end of its investment in full-fibre broadband. Allison Kirkby says ‘it’s common knowledge that th...

格隆汇5月21日｜IBM盘前直线拉升涨超8%，NEBIUS涨超7%，CoreWeave涨超6%；RGTI大涨超14%，QBTS、QUBT涨超11%，IONQ涨超7%。消息面上，美国将向9家量子计算公司划拨20亿美元，政府将获得股权。IBM将获得这笔协议中的10亿美元资金，而Global Foundries将获得3.75亿美元的款项，以推动新兴量子计算行业的发展。包括D-Wave Quantum、Rigetti Computing和Inflection在内的多家公司预计将获得美国政府的资金支持。

What Happened? A number of stocks fell in the afternoon session after a broader selloff hit the semiconductor sector amid valuation concerns and investor nervousness ahead of Nvidia's earnings report. The decline was part of an industry-wide trend where investors retreat from richly valued chip stocks. These stocks were a primary force behind the U.S. market's climb to record highs. Earnings from Nvidia, a key player in the artificial intelligence space, were viewed as a significant test for the AI boom narrative that powered the market. This uncertainty contributed to the negative sentiment across the semiconductor space, leading to a slide in major chipmakers. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Semiconductor Manufacturing company Entegris (NASDAQ:ENTG) fell 2.6%. Is now the time to buy Entegris? Access our full analysis report here, it’s free. Semiconductor Manufacturing company Kulicke and Soffa (NASDAQ:KLIC) fell 2.6%. Is now the time to buy Kulicke and Soffa? Access our full analysis report here, it’s free. Zooming In On Kulicke and Soffa (KLIC) Kulicke and Soffa’s shares are quite volatile and have had 18 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 4 days ago when the stock dropped 3.3% on the news that the U.S.-China summit concluded without any significant breakthroughs on semiconductor sales to the country. Expectations had been building for a potential deal, particularly regarding Washington's authorization for Nvidia to export its H200 chips to China. However, the summit ended without a formal approval for the shipments from Beijing. This lack of progress disappointed investors who had hoped for a resolution. Adding to the nega...

渣打银行预计印度将于6月上调基准利率，以此支撑卢比汇率，并遏制通胀产生的次生影响。 该行经济学家阿努布提·萨海与苏拉夫·阿南德在研报中调整逆回购利率预期，放弃此前维持利率不变的判断，预计本财年累计加息50个基点，利率升至5.75%。 此番调整源于机构上调本财年通胀预期，同时印度卢比贬值压力持续加大。 50个基点加息将均分至6月与8月落地；若6月暂缓加息，则8月一次性加息50个基点。 若大宗商品价格持续承压、卢比走弱导致通胀超预期，2027财年存在额外加息25至50个基点的风险。 报告指出，政策制定者亟需出台临时举措：激励银行与企业拓宽美元融资渠道，同时通过调价与进口限额控制进口开支。 责任编辑：刘明亮

"If I want life here to be what it should be for the people of the communities in the Makerfield constituency, but more broadly across all of Greater Manchester, I know we need to change politics at the national level so we can change the economy at the national level and just make it work for people, make it life more affordable for people."

格隆汇5月21日｜甘肃省自然资源厅、甘肃省气象局21日16时30分联合发布地质灾害气象风险预警：5月21日17时至5月22日17时，甘肃省甘南藏族自治州（临潭县、卓尼县、舟曲县、迭部县），庆阳市（西峰区、正宁县、宁县），陇南市（武都区、成县、文县、宕昌县、康县、徽县、两当县），定西市（安定区、通渭县、陇西县、渭源县、漳县、岷县），天水市（麦积区、清水县、甘谷县、武山县、张家川回族自治县），白银市（会宁县），平凉市（泾川县、灵台县、崇信县、华亭市）发生崩塌、滑坡、泥石流等地质灾害的风险较高（黄色预警），请注意防范。

Seeking Alpha More on NIO NIO: The Market Still Underestimates The ES8 Effect NIO: Discounted EV Winner - Bottom-Line Reversal In Progress NIO: Favorable Catalyst Landscape NIO Q1 earnings preview: Margins and delivery growth in focus China EV stocks fall amid more pricing concerns

格隆汇5月21日｜上海国际能源交易中心5月21日发布关于对部分客户采取限制开仓监管措施的公告。公告称，2026年5月21日，2组实际控制关系账户在相关合约上账户组日内开仓交易量超限达到上海国际能源交易中心处理标准。上述客户交易行为违反《上海国际能源交易中心异常交易行为管理细则》第16条之规定，上期能源决定对相关客户在相应品种上采取限制开仓的监管措施。

中东战事全面爆发首月，沙特阿拉伯3月石油出口收入飙升至247亿美元，创三年多以来新高。该国依托红海航线转运运力，叠加能源价格走高，抵消了霍尔木兹海峡通行受阻带来的贸易冲击。 沙特总局统计局数据显示，3月沙特原油及石油制品出口总额同比大增37%，创下2022年10月以来最高值。2月末冲突爆发后原油及成品油价格大幅上涨，是收入走高的重要推手。 霍尔木兹海峡航运受阻后，沙特顺利通过境内输油管道将大部分原油转运至西海岸港口。 伦敦基准原油价格3月大涨43%。霍尔木兹海峡近乎停航导致全球原油供给大幅缩减，重创部分海湾国家经济。而沙特迅速启用横贯本土的输油管线，将原油输送至红海沿岸备用港口，截至3月底，石油外运产能已恢复至战前约七成水平。 高盛集团在4月末发布的研报中指出，沙特周度石油收入较战前水平高出一成。 责任编辑：刘明亮

Consensus rating remains at “Buy” across 69 covering analysts, with 63 Buys, 5 Holds and 1 Sells Based on the May 20 closing price, the updated target implies approximately 27% potential upside According to estimates from 58 analysts, NVIDIA Corporation stock's average price target has risen from $276.28 to $282.96, with forecasts ranging from $180 to $400 per share Explore more price target data and ratings for NVIDIA Corporation on the Forecasts tab, and track all previous and future analyst recommendations for NVIDIA Corporation in the dedicated News Flow. Disclaimer