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澳股开涨0.32%

格隆汇 📅 05/15 08:11
格隆汇5月15日|澳大利亚S&P/ASX200指数开盘上涨27.80点,涨幅0.32%,报8668.50点。

Autolus reiterates $120M-$135M 2026 AUCATZYL revenue guidance as it targets 65%-70% peak ALL gross margin

Seeking Alpha 📅 05/15 08:11
Earnings Call Insights: Autolus Therapeutics (AUTL) Q1 2026 Management View "We had a very good first quarter, and we see nice traction building both in the U.S. and obviously, in our early launch in the U.K. as well." (CEO & Director Christian Itin) "In Q1, we had $26.2 million in revenue booked" and "our year-end guidance -- full year guidance is unchanged at $120 million to $135 million." (CEO ...

华泰证券:继续看好AIDC产业链

同花顺 📅 05/15 08:11
华泰证券研报称,2026年以来全球AI数据中心建设需求延续高景气,近期谷歌、Meta、字节、阿里等多家大厂上修全年资本支出指引。梳理国内外市场近期动态与后续催化,继续看好AIDC产业链,国内外积极卡位的电源企业及配套的上游元器件环节有望实现业绩增量。看好电源及上游元器件环节。1)服务器电源/UPS环节:已进入头部客户供应链、具备批量交付能力的电源企业,看好产品结构升级驱动量价齐升。2)中压UPS/...

Australia union says some workers to begin strike action at Woodside's gas plants - Reuters

Reuters 📅 05/15 08:11
Australia union says some workers to begin strike action at Woodside's gas plants Reuters

Core Natural Resources Stock Trails the Market, but One Fund Is Buying Up Shares

The Motley Fool 📅 05/15 08:10
On May 14, 2026, Mudita Advisors disclosed a new position in Core Natural Resources (NYSE:CNR) , acquiring 144,400 shares in the first quarter for an estimated $13.74 million based on quarterly average pricing. According to its SEC filing dated May 14, 2026, Mudita Advisors initiated a new position in Core Natural Resources (NYSE:CNR) by acquiring 144,400 shares. The estimated transaction value, b...

Where Will AMD Stock Be in One Year? Top Investor Weighs In - TipRanks

Google 📅 05/15 08:10 AMD.O
Where Will AMD Stock Be in One Year? Top Investor Weighs In TipRanks

日本东证指数上涨1%至3918.29点

同花顺 📅 05/15 08:10
日本东证指数上涨1%至3918.29点。

美股异动|英伟达7连涨续创历史新高,总市值飙升至5.71万亿美元

格隆汇 📅 05/15 08:10 NVDA.O
格隆汇5月15日|英伟达(NVDA.US)收涨4.39%,报235.74美元创历史新高,为连续第7个交易日录得上涨,总市值飙升至5.71万亿美元刷新自身历史纪录。在全球AI算力需求爆发、海外超级订单落地、业绩确定性持续兑现的驱动下,英伟达市值持续领跑全球,体量远超多数国家全年GDP,成为科技行业市值天花板。 路透称,美国官方已正式批准约10家中国企业采购英伟达旗舰AI芯片H200。获批名单涵盖阿里...

吴世春再度出手 计划受让科创信息5%股权|速读公告

财联社 📅 05/15 08:10
财联社5月15日讯(记者 黄路) 梅花创投创始人吴世春再度出手,拟协同其他投资人受让湘股科创信息(300730.SZ)5%股权,其长袖善舞的“先小后大”资本路径是否再现? 5月14日晚间,科创信息发布公告称,公司持股5%以上股东刘星沙拟将所持1205.69万股(占公司总股本的5%),以13元/股的价格协议转让给共青城梅花腾龙空天投资合伙企业(简称“腾龙空天”),交易对价约1.57亿元 。 本次转让...

Oddity: Best To Wait For Definitive Clarity On CPA Headwinds

Seeking Alpha 📅 05/15 08:10
Cavan Images/iStock via Getty Images Background The stock of Oddity Tech Limited ( ODD ), a consumer tech business from Israel that has crafted some interesting digital-first brands (IL Makiage, SpoiledChild, ME+HODIQ) in the field of beauty and wellness, has experienced a shift in narrative since my last hold-rated coverage on the stock in July 2025 . If I may remind investors, back then, I decid...

INTC260918P00140000 互動股市圖表 | INTC Sep 2026 140.000 put 股市 - Yahoo 財經

Yahoo 📅 05/15 08:10 INTC.O
INTC260918P00140000 互動股市圖表 | INTC Sep 2026 140.000 put 股市 Yahoo 財經

AMD EPYC dominates the server market with a record 46.2% revenue share - TweakTown

Google 📅 05/15 08:10 AMD.O
AMD EPYC dominates the server market with a record 46.2% revenue share TweakTown

Stock Markets Update: Dow Jones At 50,000 And S&P 500 Trades Above 7,500 - Intraday Levels

Seeking Alpha 📅 05/15 08:10
FabrikaCr/iStock via Getty Images By Elior Manier US stock indexes are reaching new all-time highs today, fueled by strong global risk appetite. The S&P 500 has moved past the 7,500 level, while the Nasdaq is also setting new records. The Dow Jones Industrial Average has climbed back above 50,000. The Chairman Warsh trade is leading market activity. Investors see his confirmation as Federal Reserv...

早报(05.15)| 美联储大变天!标普纳指狂创新高,英伟达市值逼近6万亿美元;特朗普“炒股账本”大曝光;SpaceX招股书最早或于下周披露

格隆汇 📅 05/15 08:09 1810.HK700.HK981.HK
中美会谈释放利好信号;以色列或再次对伊朗采取行动 5 月 14 日, 中美两国元首在人民大会堂举行会谈 ,马斯克、黄仁勋、库克等人随同。 会谈用时超过 2 小时 15 分钟 , 双方就构建“中美建设性战略稳定关系”新定位达成共识 。会谈结束后,特朗普一行乘车抵达天坛。 随行十余位美国企业家对中国经济发展前景表示高度看好。黄仁勋称中国是最了不起的经济体之一,库克赞叹中国消费者对人工智能的热情,高盛苏...

马修·威尔当选所罗门群岛新总理

同花顺 📅 05/15 08:07
所罗门群岛总督大卫·蒂瓦·卡普15日宣布,所罗门群岛议会当天选举马修·威尔为该国新总理。(新华社)

为降息“造势”?贝森特坚称通胀很快回落,美联储将开启“沃什时代”!

财联社 📅 05/15 08:07
财联社5月15日讯(编辑 黄君芝) 尽管近阶段以来有关高通胀的“噩耗”频频传来,但美国财政部长斯科特·贝森特仍坚持预计物价压力很快就会缓解,而这一时机恰逢新任美联储主席凯文・沃什即将走马上任。 美东时间周四(14日),贝森特在接受采访时表示, 近期由能源价格上涨引发的通胀飙升可能会逆转,因为美国“将继续生产”石油,从而缓解伊朗战争带来的供应冲击。 “我坚信,没有什么比供应冲击更短暂的了,我们可以克...

Trump China visit live: Rubio hoping for ‘positive response’ to appeal for release of Hong Kong activist Jimmy Lai

The Guardian 📅 05/15 08:07
Secretary of state says US made clear America’s position on Taiwan, as Trump-Xi talks continue for second day Xi warns Trump of ‘clashes and even conflicts’ with US over Taiwan Analysis: For anxious Taiwan, Trump’s silence after Xi talks is best possible outcome US secretary of state Marco Rubio has said the US policy on Taiwan is “unchanged” after the summit talks between Donald Trump and Xi Jinp...

中金:建议重视钠电板块投资机会

格隆汇 📅 05/15 08:07
格隆汇5月15日|中金公司认为钠电2026年正式迈入0—1规模化量产阶段,中长期在能源安全叠加经济性提升的驱动下产业化进程有望加速,建议重视钠电板块投资机会。

Scottie Scheffler shares seven-way lead on congested US PGA leaderboard

The Guardian 📅 05/15 08:07
American world No 1 among those shooting 3-under 67s Rory McIlroy finishes on four-over after four straight bogeys It was gridlock on the opening day of the US PGA, where the leaderboard was backed up like Philly traffic. By the time it was all over, seven men were tied in the lead on three-under par, and another 42 were within three shots of them. Altogether a third of the field was within easy r...

AI浪潮势不可挡!应用材料财报与展望远超预期 宣告半导体设备“超级周期”深入演进

金融界 📅 05/15 08:06
智通财经获悉,全球 半导体 设备巨头应用材料公司(AMAT.US)于周四美股盘后公布了其2026财年第二季度财报,并以一份堪称“炸裂”的成绩单和远超华尔街预期的业绩指引,向市场传递了一个清晰的信号:由 人工智能 (AI)驱动的半导体投资热潮,不仅没有消退迹象,反而正在加速深化,为公司未来多年的增长奠定了异常坚实的基础。 受此消息提振,公司股价在盘后交易中一度上涨近7%,延续了其今年以来的强劲涨势。...

特朗普“炒股”交易曝光!买英伟达、苹果,卖微软

金融界 📅 05/15 08:05 AAPL.OMSFT.ONVDA.O
当地时间周四,美国政府道德办公室公布的两份最新财务披露文件显示,特朗普今年早些时候披露了规模至少2.2亿美元的大规模金融交易,涉及多家美国大型公司的 证券 。 新披露文件涵盖2026年前三个月,交易累计价值介于2.2亿美元至约7.5亿美元的宽泛区间。 单笔价值在100万至500万美元之间的大额买入标的包括标普500指数基金、英伟达和苹果。 单笔价值在500万美元至2500万美元之间的大额卖出标的则...

ALB260918C00280000 互動股市圖表 | ALB Sep 2026 280.000 call 股市 - Yahoo 財經

Yahoo 📅 05/15 08:05
ALB260918C00280000 互動股市圖表 | ALB Sep 2026 280.000 call 股市 Yahoo 財經

FitLife Brands Q1 Earnings Call Highlights

Yahoo 📅 05/15 08:05 AMZN.O
FitLife Brands (NASDAQ:FTLF) reported sharply higher first-quarter 2026 revenue, driven by the acquisition of Irwin, while profitability declined as the company absorbed lower Irwin margins and higher acquisition-related expenses. Chief Executive Officer Dayton Judd said total revenue for the quart

全球首个海底数据中心实现淡水零消耗 绿色算力设施发展潜力巨大

财联社 📅 05/15 08:05
为了走出一条绿色、集约、可持续的算力发展之路,我国的算力基建企业另辟蹊径,把算力中心建在了海里。在上海临港小洋山以东东海海域,一座高出海平面20多米的海上平台格外醒目。这里是全球首个投入运行的海风直连海底数据中心,这座2.3兆瓦的海底数据中心,如果按照传统方式,利用淡水来进行散热,一年淡水消耗量达4万吨。项目采用无动力冷媒循环技术,以海水为冷源带走服务器热量,实现淡水零消耗。 中金公司研报指出,政...

Why StubHub Stock Popped Today

The Motley Fool 📅 05/15 08:05
Shares of StubHub Holdings (NYSE: STUB) rose on Thursday after the ticket marketplace highlighted its improved profitability. Image source: Getty Images. StubHub's revenue climbed 12% year over year to $446 million in the first quarter. Continue reading

全球SaaS危,AaaS成主流,Claude 抄中小企业软件的老底了

36kr 📅 05/15 08:05 MSFT.OGOOG.OAMZN.O
继年初,Claude发布 11 款插件,引发 「SaaS末日」( SaaSpocalypse )后, Claude再将实际工作流程引入,新发布了 Claude for Small Business 。 在这款新产品的界面写着:Out of the weeds, into the work。翻成中文大概就是,别在杂事里打转了,回到正事上来。 这次Claude真的没在玩概念,它能直接接入企业日常使用的...

台积电提出数据中心" 全光化 " CPO正式迎来2026产业化元年

财联社 📅 05/15 08:05 TSM.N
在5月14日举行的台积电2026年技术论坛上,台积电先进技术业务开发处长袁立本指出,台积电正在打造完整的“三层蛋糕”AI平台架构,包括SoIC、CoWoS与COUPE光互连技术。据透露,全球首款采用COUPE技术的200Gbps 微环调制器(Micro Ring Modulator)已于今年开始生产,并已实现低于一亿分之一的比特误码率。 COUPE光互连技术,即通过SoIC技术将电子集成电路(EI...

1 Standout Number All Opendoor Investors Need to See

The Motley Fool 📅 05/15 08:05
Opendoor Technologies (NASDAQ: OPEN) is showing some signs of progress in its recovery. The real estate disruptor is starting to buy more homes again, and the new cohort of homes is selling faster. The report included several positive updates, though the company still has a ways to go to demonstrate long-term viability. There was one metric, though, that stuck out, and it bodes well for Opendoor's...

中芯國際(00981)首季同比多賺5%惟毛利率下降,料第二季收入按季增最多16% - invest.hket.com

Google 📅 05/15 08:05 981.HK
中芯國際(00981)首季同比多賺5%惟毛利率下降,料第二季收入按季增最多16% invest.hket.com

'Killshot' Is Coming For Earth Warned CIA Remote Viewer Before Recent Death

Zero Hedge 📅 05/15 08:05 META.O
'Killshot' Is Coming For Earth Warned CIA Remote Viewer Before Recent Death Authored by Steve Watson via Modernity.news, A retired US Army major and former CIA-linked remote viewer issued stark final warnings of a devastating solar “Killshot” before his death in March, claiming the current period of heightened solar activity could trigger infrastructure collapse on a global scale. Retired Major Ed...
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