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。

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 & Director Itin) "For the first time this quarter, we did see a shift to positive gross margin" and "we expect the peak -- at the peak ALL business to be around 65% to 70% gross profit margin." (CEO & Director Itin) "We have run through a reduction in force at the company of 13%" and "we expect for 2027 a net impact of a savings of $15 million on an annualized basis." (CEO & Director Itin) "Total net product revenue for the first quarter of 2026 was $26.2 million" and "we're pleased to shift to a positive gross margin during the quarter with $1.6 million." (Senior VP & CFO Robert Dolski) Outlook "We are reiterating financial guidance issued in January that we expect between $120 million and $135 million in AUCATZYL net product revenue in 2026, including contribution from both the U.S. and U.K. markets." (Senior VP & CFO Dolski) "We're currently from a perspective of U.S. centers already at around 73 centers, and we're increasing beyond 80 centers by the end of the year." (CEO & Director Itin) "Based on our current operating plans, including the anticipated AUCATZYL net revenues, we expect that current and projected cash, cash equivalents and marketable securities will be sufficient to fund our operations into Q4 '27." (Senior VP & CFO Dolski) Financial Results "Total net product revenue for the first quarter of 2026 was $26.2 million compared with $9 million in the first quarter of 2025" and "contribution from the U.K. was minimal." (Senior VP & CFO Dolski) "Underlying that gross margin, cost of sales in the first quarter totaled $24.6 million" and "our research and develop...

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/HVDC/SST/板载电源环节：前瞻布局下一代数据中心供电技术、推进产品研发与送样测试的企业，技术迭代有望打开第二成长曲线；3）上游元器件环节：看好与电源设备相配套的继电器、熔断器等元器件需求同步增长。

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

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, based on the average closing price for the first quarter, was $13.74 million. At quarter-end, the stake was valued at $15.12 million, reflecting both the new holding and price changes during the period. Core Natural Resources operates as a leading U.S. coal producer with vertically integrated mining and export capabilities, supplying power generators and industrial clients worldwide. Continue reading

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。

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。获批名单涵盖阿里巴巴、字节跳动、腾讯、京东等互联网科技巨头，同时包括联想、富士康等具备分销资质的企业。按照美方规定，每家获批企业最高可采购75000枚H200芯片，既可直接向英伟达下单，也可通过授权渠道采购。 此外，美国政府道德办公室公布的文件显示，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。(格隆汇)

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 。 本次转让完成后，刘星沙持股比例将降至0.44%，腾龙空天则新晋成为公司5%以上股东。该笔交易背后浮现知名投资人吴世春的身影。公告显示，本次协议转让系股东刘星沙因自身资金需求拟通过协议转让的方式减持公司股份，同时，腾龙空天基于认可科创信息的未来发展前景和投资价值及自身业务发展需求，同意受让上述股份。本次交易的资金来源为腾龙空天自有资金。 公开信息显示，腾龙空天成立于2026年3月13日，出资额为1.9亿元，出资人包括共青城梅花腾龙产业投资有限公司（简称“腾龙投资”，出资比例为45%）、上海星之湖拾贰创业孵化器合伙企业、上海星之湖捌创业孵化器有限公司，实际控制人为陆建梁。其中，腾龙投资包括2名股东，吴世春持股80%，于扬利持股 20%。 作为国内知名天使投资人，吴世春近年凭借娴熟的资本运作模式频频布局A股市场。此前，已在梦洁股份（002397.SZ）、ST路通（300555.SZ）、ST中珠(600568.SH)等多家上市公司布局。从运作模式看，吴世春尤其擅长通过“先小比例入局、再逐步增持”的资本路径，逐步增加上市公司话语权。 2025年3月，吴世春通过司法拍卖拿下ST路通7.44%股权，随后通过二级市场增持将持股比例提升至10.46%，最终通过董事会改选拿下公司控制权。 2025年11月‌，吴世春通过其实际控制的‌共青城梅花腾龙起飞斥资‌4.03亿元‌受让ST中珠10.38%的股份，成为第二大股东‌‌。2026年4月，经董事会选举，‌吴世春正式出任ST中珠董事长‌。 2025年1月，吴世春计划通过旗下青云数科，斥资2.3亿元受让梦洁股份10.65%股权，成为第二大股东。不过，该笔股权协议转让事项目前尚未完成交易所审核，尚未实现过户登记。值得一提的是，梦洁股份与科创信息同为湘股。 作为湖南本土软件企业，科创信息主营政务信息化、智慧医疗等业务。根据公告，本次转让方刘星沙为科创信息创始团队...

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 decided to pivot from my previous buy rating (issued in December 2024 ), as I viewed ODD as one of the more overbought stocks in the online retail space, and also wasn’t very comfortable with the valuations that the stock was trading at; the onset of a potentially seasonally weaker period in H2-25, also provided further support to dial down the enthusiasm. The shift in stance appears to have paid off, as ODD has lost a great deal of ground since then, collapsing by -83% and grossly underperforming other online retail and Israeli stocks, which are up by around 12% and 30%, respectively (on average). YCharts Separately, those who have regard for Seeking Alpha’s Quant rating system may be troubled to note that it is now the lowest-rated stock within the ‘Personal products’ universe. After a disastrous 10 months when the stock has also fallen down the popularity charts, am I prepared to upgrade ODD once again, or is it prudent to stay away? Valuations Are In A Better Place, And Buyback Support Is Welcome For starters, it’s worth considering that the erstwhile deterrent of steep valuations is no longer present, and ODD is now actually priced at a discount to its long-term averages. This new valuation narrative is present across the board, regardless of which metric one looks at. If we may provide more detail, note that on an earnings basis, ODD is now priced at a multiple of only 18x, which translates to a 36% discount over its long-term average, and on the EBITDA front, the multiple of over 15x represents a 20% discount. If it's free cash you’re looking at, you’ll see that at the cu...

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

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 Reserve Chair as positive for stocks. Large investors are moving money into growth and risk-oriented assets, while other asset classes are seeing less demand. Precious metals, which recently benefited from safe-haven buying, are now giving back some of their gains as market fears ease. This rise in stocks is global, with international indexes also rising, signalling broad risk appetite. The ongoing diplomatic summit between President Trump and China's Xi Jinping is also supporting the rally. Investors are encouraged by the positive tone from Beijing. This important meeting is improving investor sentiment and offers hope that the global economy will move away from the deglobalization trends seen in 2025. While markets are rallying, the Federal Reserve is also seeing major changes. Kevin Warsh has joined the Fed board as its new leader, and Miran is stepping down. Since there has been no official statement about Jerome Powell leaving, Wall Street assumes he will stay on the Board of Governors for now. Daily Market Performance (15:18). May 14, 2026 – Courtesy of Finviz To get ready for a potentially volatile weekend, dive into intraday charts and trading levels for the Dow Jones Industrial Average, Nasdaq Composite, and S&P 500. Current Session's Stock Heatmap Current picture for the Stock Market (15:22) – Source: TradingView – May 14, 2026 Nvidia ( NVDA ) continues to lead the push in semiconductors, with the sector pulling the rest of the market higher. Dow Jones 2H Chart and Trading Levels Dow Jones (CFD) 2H Chart – May 14, 2026 – Source: TradingView The Dow Jones broke its 49,50...

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，高盛苏德巍看好"十五五"规划带来的增长潜力。 同日，国务院总理李强在人民大会堂会见随特朗普访华的美国工商界代表，苹果、英伟达、特斯拉等企业及纽交所负责人出席。 值得注意的是， 美联储主席鲍威尔任期将于今日届满 。 美联储理事米兰向美联储正式提交了辞呈 ，将其离职日期定为沃什宣誓就任之日或之前不久。 在其辞呈中，米兰继续警告利率可能过高。 美股方面 ， 纳指涨 0.88% ，标普 500 指数涨 0.77% ，道指涨 0.75% 。其中 ， 纳指、标普 500 指数续创新高，道指三个月以来首次收于 50000 点上方。 大型科技股涨跌不一 ， 英伟达七连涨，日内涨超 4% ，续创新高，总市值 5.71 万亿美元 ； 思科飙升13.4%，创历史新高 ； 人工智能芯片制造商 Cerebras System 上市首日大涨超 68% ；博通大涨超 5% ，总市值达 2.08 万亿美元；微软涨超 1% ；波音跌 4.7% ，创去年 10 月份以来最大单日跌幅；亚马逊跌超 1% 。 纳斯达克金龙中国指数收收跌3.37%， 热门中概股里 ，美团跌超 7% ，百度、蔚来、拼多多跌 超 4% ，理想、腾讯、小鹏、阿里巴巴、网易至少跌约 3% 。 韩股方面 ，韩国综合指数收涨 1.75% ，报 7981.41 点，再创收盘历史新高，年内累计涨幅高达 89.39% ，继续牛冠全球。韩国市场格隆汇“韩国双姝”——三星电子收涨 4.23% 报 296000 韩元，创收盘历史新高，年内累涨 146% ，市值逼近 2000 万亿韩元； SK 海力士市值已达到约 9420 亿美元，逼近万亿美元门槛，韩国有望成美国外首个拥有双万亿企业的市场。 全球资产表现上 ， WTI 6月原油期货收涨幅0.15%，报101.17美元/桶； 布伦特7月原油期货收涨0.09美元，涨幅0.09%，报105.72美元/桶。 纽约尾盘，现...

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)

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，我们可以克服这一点，因为在伊朗冲突爆发之前，核心通胀率一直在下降。所以我认为核心通胀率会继续下降。”他补充道。 然而，他的说法似乎与近期的大趋势背道而驰。 美国劳工部本周发布的数据显示，美国4月消费者价格指数（CPI）同比涨幅达到3.8%，创下2023年以来最高水平。 ‌核心CPI（剔除食品和能源）同比上涨2.8%‌，为2025年9月以来最高。而剔除能源和住房的整体服务价格环比上涨0.5%。 其中最令人担忧的就是服务业通胀再抬头，这令鸽派的“叙事逻辑”再也站不住脚，即通胀压力将局限于商品领域，是正在消退的关税产生的遗留影响。他们也因此主张美联储无需讨论加息情景、可以维持宽松姿态。 同样，反映上游价格压力的批发价格（PPI）环比飙升1.4%，同比升至6%，创2022年底以来新高。此外，通胀冲击也反映在进出口价格上，两者也都创下了近四年来的最高水平。 贝森特表示， 他认为还会出现一两个“火热的通胀数据”，但之后“我认为我们将看到通胀大幅降温”。 这位财政部长还提到，美联储即将开启“沃什时代”。本周三（13日），美国参议院正式确认，凯文·沃什将接替鲍威尔出任美国联邦储备委员会下一任主席，任期4年。美联储现任主席鲍威尔的任期将于5月15日到期。 贝森特表示，他仍然乐观地认为，本轮通胀与2021-2022年的上一轮通胀潮不同。上一轮通胀由新冠疫情引发，催生了空前的财政与货币刺激错失，以及巨大的供需失衡。与此同时，俄乌冲突的爆发也冲击了能源市场，导致油价飙升。 当时美联储官员因将物价上涨视为“暂时性现象”、以及收紧政策为时过晚而受到广泛批评，导致通胀一度突破9%。 “新冠期间，我从不认同‘暂时性通胀’阵营，” 贝森特说道：“（但这一次） 我们终将渡过难关，我不知道是几天还是几周，但能源通胀必将回落。 ”

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 Jinping in Beijing . “Our policies on that have not changed,” Rubio told NBC News. “It’s been pretty consistent across multiple presidential administrations, and remains consistent now.” Continue reading...

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。

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 reach of the lead. It was record for a major championship, and they have been playing them since 1860. There are 16 major winners spread among them, including, ominously for everyone else, that man Scottie Scheffler. All the talk before the tournament was that it would be a turkey shoot, but it turned out to be one long tailback. The only thing missing was the traffic police. Actually they had one of them, too, or something near enough. A rules official on the first tee gave the 27-year-old South African Garrick Higgo a two-shot penalty for arriving 30 seconds late from the practice green. He still shot a 69. The really odd thing was that in a field where even a man who dropped two shots because he missed his tee time managed to end the day in contention, a couple of the biggest names in the game wound up all but out of it. Continue reading...

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。 财报显示，在截至4月26日的第二财季，应用材料实现营收79.1亿美元，同比增长11%，高于分析师平均预期的76.5亿美元;净利润达到28.1亿美元，合每股3.51美元，较去年同期的21.4亿美元和每股2.63美元大幅跃升，调整后每股收益高达2.86美元，远超分析师预期的2.66美元。 在营收规模扩张的同时，应用材料的盈利质量也达到了历史级水平。第二财季，公司非GAAP毛利率达到50%，同比上升80个基点，创下逾25年来的最高纪录。非GAAP运营利润率同比扩大140个基点，达到32.1%。 该公司首席财务官Brice Hill详细拆解了利润改善的引擎。他指出，核心的半导体系统业务毛利率已逼近55%，这种结构性改善得益于针对差异化产品的“价值定价法”以及 制造端 的成本创新。自首席执行官Gary Dickerson 2013年执掌公司至今，应用材料的非GAAP毛利率已累计提升了惊人的800个基点。 从细分业务板块来看，与 AI芯片 制造强相关的部门均录得创纪录收入。半导体系统部门(Semiconductor Systems)营收同比增长10%，达到59.7亿美元的创纪录水平。其中，受台积电(TSM.US)、三星(SSNLF.US)等头部客户向环绕栅极(GAA)先进节点转移、以及对现有FinFET节点追加产能的驱动，代工逻辑芯片设备收入刷新历史纪录。DRAM设备营收则达17亿美元，同比增长18%，应用材料强调其作为全球第一存储工艺设备供应商的地位，并预计将在下一代晶体管和器件架构变革中获取更多市场份额。 应用材料全球服务(Applied Global Services， AGS)同样表现不俗，营收同比增长17%至16.7亿美元，受益于更高的工厂利用率和不断扩大的装机基数。Hill此次还上调了AGS业务的中期增长目标至中双位数。 作为本次财报的最大亮点，应用材料给出的第三财季业绩...

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包括微软、亚马逊和Meta。 文件并未始终明确相关证券的具体类型，例如是股票还是公司债券，也未说明交易发生于哪些账户，或是谁下达了交易指令。 此类披露文件属于强制要求，但只能部分反映官员金融活动情况，因为仅列出金额超过1000美元的交易，并以宽泛金额区间呈现，不披露具体成交价格、盈利情况，也不说明资产是直接买入还是通过受托管理账户持有。 特朗普的资产由其子女控制的 信托 持有，新文件中的部分交易显示有经纪商作为代理人参与其中。

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

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

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，政策引导下，绿色低碳、节能环保逐渐成为算力产业链业务布局和发展的底层逻辑。算力是新质生产力的重要形态之一，绿色算力是实现高质量发展的关键环节。智能算力市场需求攀升，算力基础设施的绿色转型可促进下游企业的节能可持续发展。 据财联社主题库显示，相关上市公司中： 海兰信 在海南陵水建设的海底智算中心平台项目，是全球首个海底智算中心平台。该项目规划了超过2000PFlops（FP16精度）的高质量算力集群。 ‌ 中天科技 在互动平台表示，公司拥有国内最强的海底光电缆制造核心技术，可应用于跨洋通信、海底数据中心、海底观测系统等领域。

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

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工具，包括 QuickBooks、PayPal、HubSpot、Canva、DocuSign、Google Workspace 和 Microsoft 365 等。 连接完成后，Claude 就能自动帮你处理薪酬计算与发放、月末财务结账、销售营销执行以及发票催款等常规业务，不用切软件，不用手动对账。 官网往下翻，它直接展示了几组对话实例。 payroll 怎么做、month-end close 怎么跑、周一简报怎么自动生成。 你输一句 "Close out March for me. Reconcile my QuickBooks transactions against PayPal settlements, flag anything that doesn't match, and write the P&L narrative" 它就把 147 笔交易对完了，5 笔异常逐条标出来，损益说明都写好了，能直接转发给会计。 值得单独拎出来的产品细节 最关键的是，一句指令处理完147笔交易，整个过程相当丝滑。 只需在 Claude 桌面端，切换到Cowork 标签，打开Claude for Small Business插件的开关就能使用，不需要额外收费，只要有 Claude 订阅就能用。 在安全方面，Claude 遵守你在每个工具里设置的权限。员工在 Gmail 里看不到的东西，通过 Claude 也看不到。 操作上，也不用担心，Claude会胡乱操作，最后反而降低效率。操作执行前能看到 Claude 要碰哪个工具，默认每一步都需要批准。 在功能选择上 ，这次是Cowork+11 款插件 + 小企业预制工作流 + 商业软件深度集成的 打包方案，其中Claude精选了 15 个工作流： 工资、催款、月结、营销、合同、入职等 ，全是高频实用的场景，真正去满足企业的需求。 具体功能...

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（EIC）与光子集成电路（PIC）进行3D堆叠，使组件之间距离更近，从而提高带宽和功率效率，减少电耦合损耗。今年4月，台积电称COUPE硅光整合平台预计今年进入量产，成为推动共封装光学（CPO）落地的关键里程碑。 国金证券研报指出，CPO（光电共封装）正式迎来2026产业化元年。行业正在从0→1迈向1→N，前道硅光测试、中道封装集成、后道系统测试设备全线爆发，国产设备迎来历史性替代窗口。 据财联社主题库显示，相关上市公司中： 天孚通信 发布投资者关系活动记录表公告，公司面向CPO领域配套的FAU、ELS外置光源等相关产品已实现稳定交付。 ‌ 太辰光 前瞻布局CPO交换机内部核心互联环节，光纤路由柔性板及Shuffle Box产品已完成头部客户验证，保偏MPO等配套价值持续提升。

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 future. Image source: Getty Images. Continue reading

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 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 Dames, who participated in the US government’s classified remote-viewing programs during the Cold War, described the event as enormous solar blasts that would knock out power grids, communications and essential services, potentially leading to millions of immediate deaths and widespread societal breakdown. Dames died at age 76. In his last recorded interviews he tied the timing directly to Solar Cycle 25 and the recent passage of comet C/2023 A3. Read more 🔗 https://t.co/YoGr2cu9nG ⬇️ — Daily Mail US (@Daily_MailUS) May 13, 2026 Dames was linked to Project Stargate, a declassified US intelligence initiative that ran from the 1970s until 1995. It explored whether psychic phenomena, particularly remote viewing—the claimed ability to perceive distant or hidden targets mentally—could be used for espionage. The program originated amid Cold War concerns that the Soviet Union was investigating similar psychic capabilities. Dames, who had served in Airborne Infantry and later as a tactical electronic warfare officer, transferred into the remote-viewing unit after studying biophysics and Mandarin at UC Berkeley. He maintained that remote viewers sometimes supplied intelligence unavailable through conventional means. The Stargate Project was, at least officially, shut down in 1995 after official reviews claimed it had not delivered reliable operational value. In one of his last interviews, recently released, Dames stated: “Right now we’re at the beginning of the solar cycle. 25 Solar Max. Solar Max should last for about two years, and the sun’s doing unprecedented stuff. There are m...