中芯國際(00981)出現大手成交10萬股，成交價$74.0，涉資740萬 AASTOCKS.com

根据一项指标，日本的通胀预期已升至至少2004年以来的最高水平，这加剧市场猜测即使采取更紧缩的货币政策，实际利率也不太可能上升。 日本10年期盈亏平衡利率在5月19日触及纪录高位2.35%，在日本央行2%的目标上方进一步走升。这项名义政府债券与同期限通胀挂钩债券之间的收益率差指标，反映了市场平均通胀预期，达到了2004年开始发行通胀挂钩债券以来的最高水平。 盈亏平衡利率在1月首次超过2%，自5月份以来，受劳动力短缺、地缘政治风险以及对财政扩张担忧加剧等因素导致的供应限制影响，该利率迅速攀升。这也反映出市场日益担忧日本央行在应对通胀方面反应迟缓。 “不断上升的通胀预期表明，日本物价已进入新阶段，”Fivestar Asset Management Co．的高级投资组合经理Hideo Shimomura表示。 分析人士表示，除非日本实际利率上升，否则日元面临进一步贬值的风险，政府债券收益率可能继续攀升。货币贬值还会推高进口价格，从而更加凸显日本央行更积极加息的必要性。 Shimomura表示，为遏制日元贬值并控制债券收益率，日本央行需要在6月加息，并发出未来将加快加息步伐的信号。 其他分析人士指出，盈亏平衡利率大幅上升至2%以上，将引发市场猜测，认为日本央行将被迫以超出预期的幅度加息。但即便加息，美日利率差距也难以缩小，这可能会削弱货币紧缩政策支撑日元的能力。 SMBC日兴证券首席货币及海外债券策略师Makoto Noji称，盈亏平衡利率飙升“令人震惊”，并表示通胀背景下的财政扩张是关键驱动因素。在高油价推高物价压力的情况下，首相高市早苗于5月18日表示，她将编制一份补充预算 —— 此前她曾认为此举没有必要。 “虽然抑制通胀对于阻止日元贬值是必要的，但政府一方面通过干预来抑制日元贬值，另一方面又试图通过扩大财政支出来刺激通胀，这令市场参与者深感困惑，”Noji表示。 责任编辑：江学思

名古屋亞運9.19開幕 改用郵輪作運動員村 主場館因應賽事加固改造 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】名古屋亞運還有4個月就揭幕，組委會表示籌備進入最後階段。 今屆沒有興建運動員村，改用停泊在碼頭的郵輪，準備好容納大約4,000名參賽者及工作人員。作為開幕、閉幕及田徑比賽場地，建於1941年的瑞穗公園陸上競技場4月完成重建並重新開放，因應亞運進行臨時加固及額外改造，9月19日開幕。 來自45個國家和地區，約15,000名運動員角逐43個大項，組委會表示現時重點是協調相關組織，規劃好各項目及場館的實際運作。

格隆汇5月21日｜国盛证券研报指出，沐曦股份国产通用GPU稳步推新，商业化落地加速疾行。公司销售规模快速爬坡，三年营收高增，技术及资本密集型企业短期成本费用端压力较大，随着规模效应的释放，预计最早达到盈亏平衡点时间为2026年。宏观压制+政策引领，国产芯加速迈入产业爆发期。全球GPU 及AI 智能芯片市场规模扩容，市场天花板加速抬升，中国GPU 市场发展迅速，国产芯百花齐放渗透率加速。由于AI智算芯片行业下游需求旺盛，国产芯片技术实力和市场占比在得到逐步验证，而公司商业化路径较快，产品路线加速迭代并且订单加速放量，有望在2026年实现盈利并释放规模效应。首次覆盖，给予“买入”评级。

07.43 BST Introduction: Nvidia hits record quarter on AI chip boom Good morning, and welcome to our rolling coverage of business, the financial markets and the world economy. A fresh wave of AI optimism has lifted the stock market after chip designer Nvidia reported another set of record-breaking earnings last night. The company, which designs chips critical for AI tech, reported an 85% year-on-year rise in revenue to $81.6bn in the three months ended in April, marking the 15th consecutive quarter of beating Wall Street estimates. Nvidia forecast $91bn in sales for its current quarter, well above average investor expectations of $86bn, but short of the highest estimates. Its shares are down 1% in after hours trading, reflecting some worries among investors about how long the company can keep up its incredible growth trajectory. Still, the revenue beat has lifted the mood in Asian stock markets: the South Korean Kospi has staged a dramatic 9% rise, while Taiwanese shares have risen by 3.3%, snapping a four-day losing streak. LG Electronics and Hyundai Mobis both rose by more than 20% after Nvidia boss Jensen Huang said that physical AI and robotics was the “second category” for major growth. Elsewhere this morning, Wes Streeting, the former health secretary, has called for a “wealth tax that works”. Speaking to the BBC, he proposed equalising capital gains tax with income tax, which he said could £12bn a year. Streeting suggested that CGT rates should mirror the three bands of income tax of 20%, 40% and 45%, according to the BBC. He told the broadcaster’s Political Thinking podcast that loopholes should also be closed that allow people to disguise income from work as capital gains, and that lower rates of capital gains tax could be offered to entrepreneurs who are building companies. His comments come after his resignation as health secretary last week, after several Labour MPs urged prime minister Keir Starmer to step down. The agenda 9am BST: Eurozone flash PMI 9.3...

格隆汇5月21日｜港股跌幅扩大，恒生科技指数跌超2%，恒指跌近1%，国企指数跌超1%。哔哩哔哩跌超8%，快手、百度跌超5%，网易、金蝶国际、华虹半导体、阿里巴巴跌超4%，京东、腾讯、金山软件跌超3%。

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

中芯國際(00981)出現大手賣出7.7萬股，成交價$74.0，涉資569.8萬 AASTOCKS.com

中芯國際(00981)出現大手賣出28.2萬股，成交價$74.0，涉資2.087千萬 AASTOCKS.com

神经和肌肉退化导致运动能力丧失是一项世界级医学难题。近日，北京航空航天大学科研团队牵头研发了一款可穿戴式康复机器人，一定程度上证明可以通过科学的物理训练帮助重度肌肉萎缩患儿实现肌肉实质性逆转生长。该成果5月20日在国际学术期刊《自然》杂志主刊发表。（央视新闻）

格隆汇5月21日｜瑞银全球投资银行部副主席及亚洲企业客户部联席主管李镇国表示，对下半年港股表现持乐观态度，估计全年香港新股市场集资额可望冲上3500亿至4000亿港元，并录得150宗至200宗新上市个案，并有信心恒生指数年内能突破30000点大关。 他解释，未来1至2年全球对人工智能(AI)的强劲需求，将为中资概念股提供支持。受追捧的AI概念股今年以来表现亮眼，相信势头将顺利延续至第二季及整个下半年。港股的另一大动能来自外资的持续流入，近期尤以欧洲长线基金及主权财富基金最为积极。基于国内市场经济稳步增长，环境具备稳定性优势，加上现时美股估值并不便宜，或引发资金进行资产配置调整。

文章提及标的 欧线集运 -- 集运指数欧线期货主力合约涨9.7%，突破3000点关口，现报3000.5点。

格隆汇5月21日｜GGII今日发布《2026Q1全球机器人领域3D激光雷达出货量排行榜》。榜单显示，速腾聚创一季度机器人领域激光雷达销量达18.55万台，同比增长超14倍，蝉联全球第一，并在割草机器人、无人配送、具身智能、商清环卫四大细分市场领先。 速腾聚创机器人业务已进入规模化兑现阶段。2025年，公司机器人业务销量突破30万台，相关收入达7.098亿元，成为全球机器人领域激光雷达销量第一，并推动公司在2025年第四季度首次实现单季度盈利；2026年一季度，该业务销量占比首次超过50%，成为第一大销量贡献板块。 值得关注的是，速腾聚创已形成覆盖割草机器人、无人配送、商清环卫、具身智能等场景的多个头部客户组合，有助于兼顾当前销量放量、中期规模化部署和长期成长弹性。随着机器人业务从客户验证进入财务验证，速腾聚创在该市场的领先优势正从单次销量排名转向结构性增长优势。

According to The Wall Street Journal, Elon Musk's SpaceX is preparing for an initial public offering (IPO) date of June 12. Should SpaceX achieve or even surpass its target IPO valuation of $2 trillion, I think that the tailwind of that success will give a boost to shares of Musk's other major business -- Tesla (TSLA +3.28%). My logic is straightforward: Musk's proven ability to generate excitement and bullish momentum could easily spill over to his other companies. While short-term enthusiasm may indeed lift Tesla stock, a closer look at the company reveals the SpaceX IPO to be yet another chapter in a tale of narrative-driven trading rather than a prudent reflection of sustainable business value. How the SpaceX IPO could amplify Tesla stock Musk has a talent for building infectious optimism around ambitious technological visions. His new product unveilings, software updates, and grand declarations about the future have historically triggered rallies in Tesla stock. However, such gains are typically followed by harsh corrections when the company fails to deliver on the timelines it promises, or when investor expectations shift. Volatility is a defining feature of Tesla stock, and the shares often move based on sentiment rather than on its operational results. I think it's highly likely that a public SpaceX will trade in a similar fashion. Its achievements across reusable rockets and Starlink's satellite internet, combined with lofty ambitions at the intersection of artificial intelligence (AI) and space exploration, lend themselves to a compelling story. Success in new rocket launches or breakthroughs in Starship development may spark buying frenzies among retail and institutional investors. Conversely, the inevitable production delays, test failures, or regulatory challenges that come with attempts to make progress in the aerospace industry create the potential for sharp downturns. Since Musk leads both SpaceX and Tesla, positive developments at SpaceX naturally b...

Key Points Tesla's stock has lost its momentum as the company's core electric vehicle segment has continued to struggle. CEO Elon Musk has expressed grand visions about how artificial intelligence will change the game at Tesla, but investors are beginning to demand proof. The upcoming SpaceX IPO could be a catalyst for Tesla stock. These 10 stocks could mint the next wave of millionaires › According to The Wall Street Journal, Elon Musk's SpaceX is preparing for an initial public offering (IPO) date of June 12. Should SpaceX achieve or even surpass its target IPO valuation of $2 trillion, I think that the tailwind of that success will give a boost to shares of Musk's other major business -- Tesla (NASDAQ: TSLA). My logic is straightforward: Musk's proven ability to generate excitement and bullish momentum could easily spill over to his other companies. While short-term enthusiasm may indeed lift Tesla stock, a closer look at the company reveals the SpaceX IPO to be yet another chapter in a tale of narrative-driven trading rather than a prudent reflection of sustainable business value. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » How the SpaceX IPO could amplify Tesla stock Musk has a talent for building infectious optimism around ambitious technological visions. His new product unveilings, software updates, and grand declarations about the future have historically triggered rallies in Tesla stock. However, such gains are typically followed by harsh corrections when the company fails to deliver on the timelines it promises, or when investor expectations shift. Volatility is a defining feature of Tesla stock, and the shares often move based on sentiment rather than on its operational results. I think it's highly likely that a public SpaceX will trade in a similar fashion. Its achievements across ...

Where Inflation Is Highest In Europe In 2026 Inflation has eased from its recent peaks, but price growth remains stubbornly high across much of Europe. This graphic, via Visual Capitalist's Gabriel Cohen, ranks 36 European countries by annual inflation rate, using the latest available 2026 data from Eurostat and the UK Parliament . Annual inflation measures how much consumer prices have risen over the previous 12 months, such as from April 2025 to April 2026. Where Inflation is Highest in Early 2026 in Europe Romania has the highest inflation rate in Europe at 9.0%, followed by Kosovo at 6.5% and Bulgaria at 6.2%. Several of the highest-inflation countries are in Southeastern Europe, highlighting how price pressures remain especially elevated in parts of the region. This data table ranks European countries by their annual inflation rates as of early 2026. Romania, the largest economy in Southeastern Europe, faces a crisis on three fronts: high inflation, a multi-month economic recession, and a protracted political crisis that imperils governmental efforts to rein in the country’s fiscal deficit , the largest in Europe. Inflation in recent months has climbed not only because of food and fuel prices, but also due to rising rents. Inflation is equally politically sensitive in neighboring Bulgaria, given the country’s recent adoption of the euro in January 2026. Many in the country had feared that joining the eurozone would contribute to rising prices for everyday goods. The Success Stories of Europe The European Central Bank, Bank of England, and Swiss National Bank all maintain a 2% inflation target. Only four European countries fall within this target range as of March 2026: Czechia and Sweden (1.5%), Denmark (1%), and Switzerland (0.6%). Interestingly, none of these countries use the euro as their national currency, although both the Czech Republic and Sweden are theoretically expected to join the eurozone upon satisfying certain criteria. Denmark has negotiated an ...

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Prediction: Tesla Stock Could Go Parabolic After June 12. Here's Why. Yahoo Finance

格隆汇5月21日｜为捍卫债市，韩国财政部表示，6月将减少韩国国债发行。其他措施还包括推动与韩国纳入富时罗素WGBI相关的外资流入，以及推广韩国“国内市场回归账户”。今年以来，韩国国债（不计汇率波动）已跌6.9%，在44个市场中表现最差。半导体热潮加速经济增长并推高通胀，分析师预计韩国央行下周将释放鹰派信号。10年期国债收益率周四跌5个基点至4.15%，此前一度触及2023年底以来高位。

The chipmaker is doubling down on Taiwan's semiconductor ecosystem with a massive investment targeting AI infrastructure, advanced packaging, and deeper ties with local manufacturers. AMD is pouring more than $10 billion into Taiwan, betting big on the island’s semiconductor ecosystem to fuel its AI ambitions. The investment targets R&D expansion, advanced packaging capacity, and stronger partnerships with local manufacturers, effectively cementing Taiwan’s role as the beating heart of AMD’s AI hardware strategy. Look, this isn’t just a factory deal. It’s a signal that the AI chip race has entered a phase where raw silicon design isn’t enough. You need the supply chain, the packaging expertise, and the manufacturing relationships to actually deliver chips at scale. AMD is writing a very large check to make sure it has all three. What the money is actually buying The $10B-plus commitment is spread across several areas: research and development, scaling up advanced packaging capacity, and deepening partnerships with Taiwan’s existing semiconductor infrastructure. In English: AMD wants to design more AI chips, build the specialized facilities needed to assemble them, and lock in long-term relationships with the companies that make that possible. Advanced packaging has become one of the most critical bottlenecks in the AI chip supply chain. It’s the process of stacking and connecting multiple chiplets into a single, high-performance unit. Think of it like building a skyscraper versus a single-story house. Same land footprint, dramatically more capability. Every major AI chip company is scrambling for packaging capacity right now, and Taiwan is where most of it lives. AMD’s existing relationship with TSMC, the world’s largest contract chipmaker, already anchors it to Taiwan. But this investment goes beyond fab access. It extends into the backend ecosystem, including the outsourced semiconductor assembly and test firms (known as OSATs) that handle the final stages of chip...

Cannes film festival: Swann Arlaud is excellent as Henri Marre, the director’s great-grandfather, as he finagles his way into a job at the Vichy ministry of labour This, oddly, is the second film in the Cannes competition about the Nazi occupation of France, and it is more interesting than László Nemes’s rather mainstream drama Moulin – a complex, ambiguous study of national humiliation from writer-director Emmanuel Marre. He has created an absorbingly intimate, novelistically detailed procedural about the day-to-day, moment-by-moment lives of the Vichy administrators after the fall of France, mostly shot conventionally, sometimes jolting into an anachronistic dreamlike scenario on video. It is centred on the director’s own great-grandfather Henri Marre, who held a minor but important post in the Vichy ministry of labour. The film is in fact unsparing of this conceited, petty, but weirdly sensitive and vulnerable man: Swann Arlaud plays him as a sociopathic mixture of haughty idealist, salon intellectual and conman predator, a man who doesn’t really believe in anything but his own survival and has only the vaguest idea about what such survival could mean. Continue reading...

格隆汇5月21日｜集运指数(欧线)主力合约日内涨超10.00%，现报3029.5点。成交额约34.70亿元；日内增仓近400手，量仓活跃度同步抬升。

文章提及标的 恒生指数 -- 港股恒生科技指数跌幅扩大至2%，恒生指数现跌0.95%。

winhorse/iStock Unreleased via Getty Images JPMorgan Chase & Co. ( JPM ) CEO Jamie Dimon said the Wall Street giant will likely hire more artificial intelligence specialists and fewer traditional bankers as the adoption of the technology accelerates. “I think it will reduce our jobs down the road,” Dimon said in a Bloomberg Television interview at the bank’s China Summit in Shanghai. “There will be all different types of jobs, and I think we will be hiring more AI people and fewer bankers in certain categories, and it will make them more productive.” JPMorgan has the flexibility to retrain staff, redeploy workers, or offer early retirement packages, Dimon said. More on JPMorgan Chase JPMorgan Chase 2026: Sovereign Utility Scale, AI Dominance, And Capital Traps (Rating Downgrade) JPMorgan: Locking In A Higher Yield With The Preferred Shares JPMorgan Preferreds Pair Trade Idea Regulators delay cyber tests for banks to give time to strengthen systems against AI threat - report US regulators set to revamp CAMELS ratings process for banks - report

韩国央行21日公布的数据显示，受中东危机导致石油和原材料价格上涨的影响，4月份韩国生产者价格指数（PPI）较前一个月上涨了2.5%，达到128.43，为28年来最大环比涨幅。这一增长是由于4月份工业产品价格环比上涨4.4%所致，其中煤炭和石油产品的价格涨幅达31.9%。生产者价格指数是衡量未来通货膨胀的重要指标。（央视新闻）

文章提及标的 欧线集运主力合约 -- 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。