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koyu/iStock via Getty Images I previously rated Sandisk ( SNDK ) as a Hold in January 2026, attributed to the uncertainty heading into FQ2'26 earnings call. In this article, I shall discuss why SNDK remains a Hold despite the more attractive growth prospects, attributed to the pulled forward upside potential to my fair value estimates. SNDK Proves Their AI Beneficiary Status SNDK 1Y Stock Price (Trading View) 1. Durability Of AI Trade Since my last Hold rating, SNDK has proven my prior Hold rating wrong, as the bulls also defended the stock's impressive upward momentum by +256.45% compared to the wider market at +6.6%. Much of their tailwinds are attributed to the reiterated durability of AI compute demand by numerous hyperscalers during the ongoing Q1'26 earnings season, with it directly contributing to the multi-billion dollar data center capex trends over the next few years. The same has been highlighted by numerous logic/memory/storage chip designers, with demand currently being gated by supply as similarly observed in the " very long lead times " for critical components. These have contributed to the suppliers' notably higher pricing power, as hyperscalers opt to absorb higher prices in their rush to bring more compute capacity online, as similarly observed in Microsoft's ( MSFT ) FY2026 capex guidance: For calendar year 2026, we expect to invest roughly $190 billion in capital expenditures, which includes approximately $25 billion from the impact of higher component pricing . ( Seeking Alpha ) 2. FQ3'26 Numbers Discussed The same has been reported by SNDK in the recent FQ3'26 earnings call, with the growing bits shipments at higher prices already contributing to the excellent metrics across: the revenues of $5.95B (+97% QoQ/+252% YoY), the richer adj gross margins of 78.4% (+27.3 points QoQ/+55.7 YoY), and the adj EPS of $23.41 (+277.5% QoQ/+7,903.3% YoY). Their multi-year AI beneficiary status may also be observed in the newly announced, multi-year Remaining ...

光大證券：AI需求和製造迴流帶動運營改善 維持中芯國際(00981)“買入”評級 作者 智通財經 Investing.com 香港 - 股市報價& 財經新聞

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Alex Wong/Getty Images News SpaceX ( SPACE ) is preparing for a stock market debut that could dwarf every major initial public offering in history, with the Elon Musk-led rocket and satellite company said to be aiming to raise as much as $80 billion or more. SpaceX's IPO is expected to surpass prior blockbuster offerings (The Wall Street Journal, Renaissance Capital) If the company reaches an estimated valuation of roughly $1.71 trillion at the time of its offering, it would surpass the previous record for the world’s most valuable newly public company, set by Saudi Aramco ( ARMCO ) during its 2019 IPO, The Wall Street Journal reported Wednesday. The anticipated offering would also eclipse Aramco’s fundraising total. Saudi Aramco raised about $26 billion in its debut, while SpaceX’s projected raise would be roughly three times larger, according to estimates tied to the pending deal. For investors, the potential IPO represents more than another high-profile listing. It would mark one of the clearest tests yet of Wall Street’s appetite for mega-cap private technology companies that delayed going public while valuations soared in private markets. A successful SpaceX debut could reignite the broader IPO market, reshape valuations across aerospace and artificial intelligence sectors and create fresh momentum for other closely watched startups including OpenAI ( OPENAI ) and Anthropic (ANTHROPIC), which are also considering public offerings. SpaceX generated about $16 billion in revenue last year and recently broadened its ambitions in artificial intelligence through the acquisition of Musk’s xAI venture. Investors have been drawn to the company’s dominance in commercial launches, satellite internet services and government space contracts, along with the prospect that AI could become another long-term growth engine. The company’s rise has also been unusual for Silicon Valley standards because it remained private for so long. Founded in 2002, SpaceX predates companies such...

In January, Tesla announced plans to stop production of its high-end Model S and X vehicles, choosing to turn that manufacturing capacity in Fremont, California, into a line dedicated to humanoid robot production. Car production stopped in May. Tesla is delivering its final “Signature” versions of the S and X this month. Three axial flux motors are capable of delivering 1,153 horsepower and are also capable of going from zero to 60 miles per hour in about two seconds.

格隆汇5月20日｜据媒体消息，三星电子与工会签署暂定薪资协议。

Advanced Micro Devices (AMD) stock experienced upward movement today, alongside notable intraday volatility. The positive price action appears to be a continuation of strong investor sentiment following the company's robust first-quarter 2026 financial results, announced earlier in May. AMD reported significant revenue growth, particularly driven by its Data Center segment, which saw a substantial year-over-year increase due to accelerating demand for AI infrastructure. The company also provided an optimistic outlook for the second quarter, exceeding analyst expectations, further bolstering confidence in its growth trajectory within the artificial intelligence market. Complementing the strong financial performance, AMD announced an expansion of its enterprise desktop lineup with new Ryzen PRO 9000 Series processors today. These new processors, featuring Zen 5 architecture and integrating 3D V-Cache technology for commercial workstations, are designed to enhance performance for data-intensive professional applications and are set to debut in the latter half of 2026. This product launch underscores AMD's continued innovation and strategic focus on high-growth segments. Analyst sentiment remains largely positive, with a consensus "Buy" rating and several firms raising their price targets for AMD following the strong earnings report. This optimistic outlook is rooted in AMD's strong position in the AI chip space and its expanding server CPU market share. The broader semiconductor industry is currently benefiting from an "AI-driven earnings explosion," with global semiconductor revenue forecasts raised for 2026, providing a favorable backdrop for companies like AMD. However, the detected intraday volatility suggests a nuanced market environment. While overall trends are positive, some investors may be engaging in profit-taking after the stock's significant run. Concerns exist about the semiconductor sector potentially becoming a "crowded trade" and the sustainability of ...

记者从广西壮族自治区防灾减灾救灾委员会办公室获悉，针对5月18日柳州市柳南区两次5.2级地震造成的灾情，根据《广西自然灾害救助应急预案》有关规定，自治区防灾减灾救灾委员会办公室决定于5月20日18时将自治区自然灾害救助四级应急响应调整为三级。为应对柳州市柳南区5.2级地震以及桂林、防城港等市洪涝灾情，自治区应急管理厅会同自治区粮食和物资储备局在前期已连续向灾区调拨中央救灾物资的基础上，再次追加调拨自治区本级救灾物资1.42万件，重点支持受地震灾害影响的柳州市以及受洪涝灾害影响的桂林、防城港等市。本批调拨的物资品种主要针对临时安置刚需，涵盖帐篷、折叠床、毛巾被等住宿类物品，旨在全方位加强安置群众的住宿、日常生活等基本保障需求。（新华社）

据伊朗媒体报道，伊朗伊斯兰议会议长卡利巴夫20日称，伊朗武装力量已充分利用停火机会重建自身能力。“敌人明里暗里的活动表明他们正在寻求新一轮战争”。（新华社） 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

Micron Technology's stock experienced upward movement, driven by a convergence of favorable market conditions and strong company-specific catalysts within the semiconductor industry. A primary factor is the robust and escalating demand for high-bandwidth memory (HBM) and advanced DRAM, largely fueled by the continued expansion of artificial intelligence infrastructure and generative AI applications. This has created an "AI memory supercycle" where Micron, as a key supplier, is strategically positioned to benefit. Analyst sentiment has been overwhelmingly bullish, with multiple investment firms, including Melius Research, Citigroup, and Mizuho, aggressively raising their price targets for Micron. These significant upgrades reflect a heightened confidence in the company's long-term outlook and its critical role in the burgeoning AI memory market. The company's High-Bandwidth Memory capacity for the entirety of 2026 is reportedly sold out under binding contracts, a development that underscores the intense demand and prevailing supply constraints in the market. This tight supply environment is contributing to significant average selling price increases for both DRAM and NAND memory products, with forecasts indicating substantial year-over-year price hikes through 2026 and into 2027. Adding to the positive sentiment are concerns regarding potential disruptions in the global memory supply chain. Ongoing labor negotiations at Samsung Electronics, with the possibility of a strike, have raised worries about tightening supply from a major competitor, which could further benefit Micron by enhancing its market position and pricing power. Micron's strong financial performance in recent quarters, including record revenue, gross margins, and free cash flow, along with its strategic focus on higher-margin AI data center businesses, further supports the positive market reaction. The company's progress in HBM4 development and collaborations for future memory technologies also highlig...

格隆汇5月20日｜据韩联社，韩国水原女子足球俱乐部对阵朝鲜职业女子足球队“我故乡”俱乐部的2025-2026赛季亚足联女子冠军联赛半决赛20日在水原综合体育场举行。水原女足队以1比2惜败我故乡队，无缘亚冠决赛。由此，韩国女子足球甲级联赛所属球队连续两个赛季止步半决赛。我故乡队将于23日下午2时在同一体育场同澳大利亚墨尔本城女足俱乐部和日本东京日视美人女足俱乐部之间的胜者争夺冠军。 这是自2018年12月韩朝联合组队参加在仁川举行的国际乒联(ITTF)世界巡回赛总决赛混双项目后，朝鲜运动员时隔8年访韩参加体育赛事。在足球项目，这是朝鲜运动员时隔12年访韩参赛，也是朝鲜职业女子足球俱乐部首次访韩。 亚足联女子冠军联赛是亚洲顶级女子足球俱乐部赛事，冠军奖金100万美元，亚军奖金50万美元。

Robert Way/iStock Editorial via Getty Images Advanced Micro Devices, Inc.'s ( AMD ) stock is up around 90% since I last wrote an article on the company in December and argued that its upside was limited at the time. I was clearly wrong, as the stock has skyrocketed in large part thanks to the strong performance of AMD in recent quarters, along with the rising demand for CPUs, which pushed shares to their all-time highs. However, going forward, the further upside is not guaranteed. At a forward P/E of nearly 60x, it’s becoming much harder to justify the current market price amid the rising competition. After all, Nvidia ( NVDA ) has entered AMD’s most profitable market with the Vera CPU and will likely disrupt the industry with its offering. This could result in AMD performing weaker than expected in the future and might end with a major pullback of its share price. Some Positive Things To Consider First AMD’s Q1 report was released earlier this month and showed that the company’s revenue was $10.25 billion, up 37.8% Y/Y and above the estimates by $330 million. The non-GAAP EPS of $1.37 also beat expectations by $0.08. More importantly, if AMD achieves its Q2 revenue guidance of $11.2 billion, then that would translate to the impressive Y/Y growth rate of ~46% Y/Y. There’s clearly a possibility that the company might reach that goal next quarter. This is because the data center segment continues to grow at an aggressive rate and is not showing signs of slowing down. In Q1, the segment generated $5.8 billion in revenues. This was up 57% Y/Y. Such a growth was mostly achieved thanks to the strong demand for EPYC processors along with a continued ramp of Instinct GPU shipments. As a result of this, AMD’s CEO Lisa Su said on the recent earnings call that the data center is now the primary driver of the company’s growth. Beyond Q2, the growth opportunities are also there. During the same call, the management has raised the server CPU TAM expectations to over $120 billion ...

Robert Way/iStock Editorial via Getty Images Advanced Micro Devices, Inc.'s ( AMD ) stock is up around 90% since I last wrote an article on the company in December and argued that its upside was limited at the time. I was clearly wrong, as the stock has skyrocketed in large part thanks to the strong performance of AMD in recent quarters, along with the rising demand for CPUs, which pushed shares to their all-time highs. However, going forward, the further upside is not guaranteed. At a forward P/E of nearly 60x, it’s becoming much harder to justify the current market price amid the rising competition. After all, Nvidia ( NVDA ) has entered AMD’s most profitable market with the Vera CPU and will likely disrupt the industry with its offering. This could result in AMD performing weaker than expected in the future and might end with a major pullback of its share price. Some Positive Things To Consider First AMD’s Q1 report was released earlier this month and showed that the company’s revenue was $10.25 billion, up 37.8% Y/Y and above the estimates by $330 million. The non-GAAP EPS of $1.37 also beat expectations by $0.08. More importantly, if AMD achieves its Q2 revenue guidance of $11.2 billion, then that would translate to the impressive Y/Y growth rate of ~46% Y/Y. There’s clearly a possibility that the company might reach that goal next quarter. This is because the data center segment continues to grow at an aggressive rate and is not showing signs of slowing down. In Q1, the segment generated $5.8 billion in revenues. This was up 57% Y/Y. Such a growth was mostly achieved thanks to the strong demand for EPYC processors along with a continued ramp of Instinct GPU shipments. As a result of this, AMD’s CEO Lisa Su said on the recent earnings call that the data center is now the primary driver of the company’s growth. Beyond Q2, the growth opportunities are also there. During the same call, the management has raised the server CPU TAM expectations to over $120 billion ...

李嘉誠基金會未來三年支持200名合資格肝癌病人，以5萬元接受組織碎化技術治療。 基金會社交媒體分享創辦人李嘉誠，以電動代步車在山頂現身的照片，並宣布基金會與中大醫院、港怡醫院及養和醫院合作。 三間醫院認可的病人，篩選方式、具體應診流程及相關聯絡查詢方式會於各醫院網頁刊登，患者可以5萬元接受組織碎化技術治療，但未包括醫院技術評估費用。 李嘉誠基金會2024年起，分別捐贈三部儀器予香港大學李嘉誠醫學院、中大醫學院和養和醫院。

福建协和原博士后柴天赐被控套取1400多万科研经费获刑八年，其上诉否认刻意冒签医生的签名，但二审未能提交新证据，福州中院二审维持原判 【财新网】 近日，福建省福州市中级法院对一起科研经费诈骗案作出终审裁定。福建医科大学附属协和医院（下称“福建协和”）原博士后研究人员柴天赐，因在读期间通过虚开发票、冒签姓名等手段套取科研经费高达1426.8万余元，被判处有期徒刑八年，并处罚金人民币十万元。 柴天赐生于1992年，2018年至2023年间在福建协和攻读外科学硕士及博士研究生学位期间，作为导师科研团队队员参与相关科研工作，并作为经办人员协助导师团队办理科研经费报销等业务。据了解，柴天赐的博士生导师为福建医科大学附属协和医院党委书记、福建省心脏医学中心学科带头人、心血管外科主任陈良万。2023年博士毕业后，柴天赐作为博士后研究员继续留在该院。

格隆汇5月20日｜英伟达Q1财报将于盘后重磅来袭，市场乐观情绪带动半导体板块整体上涨，费城半导体指数涨超3%。个股方面，Arm涨超10%，迈威尔科技涨超8%，英特尔涨超6%，AMD涨近5%，美光科技、阿斯麦、泛林集团涨超3%，台积电、微芯科技、高通涨超1%。(格隆汇)

韩国三星电子与劳工工会达成了一项初步协议，成功避免了一场原定于周四全面爆发、且可能对公司造成毁灭性打击的罢工。该初步协议的核心条款包括：引入一套全新的特殊绩效奖金制度、今年平均涨薪6.2%、以及提高育儿津贴和住房贷款福利。 在劳资双方就薪资及集体谈判协议达成初步共识后，三星工会证实，已正式暂停原计划于5月21日至6月7日期间举行的罢工行动。（路透，彭博） 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

赖特曾在温蒂汉堡担任高管，还曾任首席运营官一职 内容速览 罗伯特・赖特将于本周四正式回归出任温蒂汉堡首席执行官，全力扭转品牌在美国市场销售额下滑的颓势。 罗伯特・赖特重返 温蒂汉堡 担任首席执行官，主导推动这家快餐连锁品牌扭转美国市场营收低迷的局面。 赖特此前在温蒂汉堡任职超四年，曾任首席运营官。他离职后出任三明治连锁品牌波特贝利首席执行官，去年主导完成该品牌以约 5.66 亿美元出售给连锁便利店运营商瑞斯崔克的交易。此外他还曾在查利芝士牛排、查克斯汽车餐厅、达美乐披萨等餐饮企业担任高层管理职务。 此次人事任命于本周四正式生效，赖特同时将进入公司董事会。 温蒂汉堡周三宣布，现任临时首席执行官肯・库克将继续留任首席财务官。 眼下温蒂汉堡正全力推进经营扭转计划，核心举措为优化餐品品质、关停经营不善门店。受牛肉价格上涨、消费者消费趋于节俭等因素影响，品牌美国市场销量持续承压，赖特恰在此节点上任履新。 赖特表态：“在品牌发展的关键时期重回温蒂汉堡，我倍感荣幸且斗志满满。我将着力升级消费体验、精进运营管理、完善加盟商盈利模式，助力企业实现稳健盈利增长，我坚信温蒂汉堡未来可期。” 温蒂汉堡最新财报数据显示，公司整体同店销售额同比下滑 6.8%，其中美国本土同店销售额大跌 7.8%；一季度营收同比增长 3.3%，主要得益于门店优化项目带来的加盟费用收入提升。 本月早些时候，《金融时报》援引知情人士消息，纳尔逊・佩尔茨旗下对冲基金特里安基金正寻求投资方支持，计划将温蒂汉堡私有化。消息曝出后，特里安基金未作出回应，温蒂汉堡当时也暂未置评。 责任编辑：郭明煜

The Amazon founder said even a bubble would drive investment that ultimately pays off, with good ideas covering the cost of bad ones

AlexSecret The current bull market has delivered outsized gains for U.S. equities, but leadership within the benchmark index has been unusually concentrated. Since the rally began on Oct. 12, 2022, just two of the 11 sectors in the S&P 500 ( SP500 ) have managed to outperform the broader index’s 107% advance, underscoring the dominance of growth-oriented industries. Information technology has led the surge by a wide margin, climbing 225.7% during the period, while communication services followed with a 212.3% gain. Both sectors have benefited from relentless investor demand tied to artificial intelligence, cloud computing, and digital advertising trends. Meanwhile, more economically sensitive groups have posted comparatively modest gains. Industrials advanced 102.1%, narrowly trailing the broader benchmark, while consumer discretionary rose 76.6% and financials gained 70.8%. Defensive sectors lagged considerably, with health care rising just 18.8% and real estate up 28.8%. Despite the uneven sector performance, the broader market has remained resilient in 2026. The S&P 500 is currently up 6.9% year-to-date and is hovering near the 7,350 level after briefly surpassing 7,500 earlier this month. S&P 500 ETFs: ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), ( SH ), ( SDS ), ( SPXU ), ( FXAIX ), ( VFIAX ), ( VFFSX ), and ( SWPPX ). Communication Services ETFs: ( XLC ), ( VOX ), ( IYZ ), ( RSPC ), and ( XTL ). Consumer Discretionary ETFs: ( XLY ), ( VCR ), ( FXD ), ( FDIS ), ( RSPD ), and ( RXI ). Consumer Staples ETFs: ( XLP ), ( VDC ), ( IYK ), ( FSTA ), ( KXI ), and ( RSPS ). Energy ETFs: ( XLE ), ( VDE ), ( XOP ), ( OIH ), ( AMLP ), and ( IXC ). Financials ETFs: ( XLF ), ( VFH ), ( IYF ), ( FNCL ), ( IYG ), and ( FXO ). Health Care ETFs: ( XLV ), ( VHT ), ( IHI ), ( IXJ ), ( IYH ), ( FHLC ), and ( FXH ). Industrial ETFs: ( XLI ), ( VIS ), ( FXR ), ( IYJ ), ( FIDU ), and ( RSPN ). Materials ETFs: ( XLB ), ( VAW ), ( IYM ), ( FXZ ), ( MXI ), and ( RSPM ). Real Es...

GUSH260618C00044000 互動股市圖表 | GUSH Jun 2026 44.000 call 股市 Yahoo 財經

BEX261218P00060000 互動股市圖表 | BEX Dec 2026 60.000 put 股市 Yahoo 財經

中东冲突推升国际油价以及全球债市抛售潮，正令亚洲能源进口国面临日益严峻的通胀与外部融资压力。印尼成为亚洲最易受冲击的国家之一，印尼盾近期持续承压。 今年以来，印尼盾已累计贬值约6%，成为亚洲表现第二差的货币，仅次于印度卢比。与此同时，印尼雅加达 综合指数 年内跌幅已超26%，基准10年期国债收益率攀升至6.95%的高位。 当地时间5月19日，印尼盾对美元汇率跌破1美元兑17720印尼盾，再度刷新历史低点。 为了稳定印尼盾汇率，5月20日，印尼央行宣布将基准利率上调50个基点至5.25%，加息幅度高于市场预期。这是印尼央行自2024年4月以来首次加息，该利率自去年9月以来一直维持在4.75%水平。 利率决议公布后，印尼盾兑美元短线拉升，日内一度涨超0.7%。 印尼意外加息 中东冲突导致国际油价飙升，印尼成为亚洲最易受冲击的国家之一。惠誉和穆迪已将印尼信用评级展望下调至负面，进一步动摇了市场信心。 法国 兴业银行 分析师指出，布伦特原油价格徘徊在95美元/桶附近，印尼的 石油 净进口账单正在显著扩大，这加剧了对美元需求；2026年一季度经常账户赤字已扩大至GDP的1.2%，预计这一趋势还将延续。 面对货币持续贬值，印尼央行和政府的应对力度不断升级。印尼央行行长佩里·瓦吉约在国会听证会上透露，央行今年已在现货市场动用超过100亿美元外汇储备进行干预。此外，印尼央行还采取了一系列“隐性紧缩”措施以稳定汇率，例如将印尼盾计价 证券 （SRBI）的收益率从2026年初的约4.9%提高至5月初的6.5%，截至4月底，这一策略吸引了约78万亿印尼盾（约合44亿美元）的净外资流入。 5月20日，印尼央行将基准7天期逆回购利率上调50个基点至5.25%；同时将隔夜存款便利利率和贷款便利利率同步上调50个基点，分别升至4.25%和6.00%。这也是印尼央行自2024年4月以来首次加息。 这一加息幅度显著超出市场预期。会前， 彭博 社对41位分析师的调查中，仅有1位经济学家预测加息50个基点，25位预计加息25个基点，其余15位预计按兵不动。路透社对29位经济学家的调查同样显示，16位预测加息25个基点，其余预测不变。《华尔街日报》调查的9位经济学家中，5位预计将继续按兵不动，其余4位预测加息25个基点。 在新闻发布会上，瓦吉约将此次加息定义为“加强印尼盾汇率稳定的后续举措”，以应对中东战...

美国总统特朗普2026年第一季度交易近日被披露。 美国政府道德办公室（OGE）最新公布的文件显示，特朗普的投资组合在第一季度执行了3642笔 证券 交易，相当于第一季度内每个美国交易日执行约58笔交易。 聚焦科技领域 在这3642笔交易中，买入数量大约是卖出数量的两倍。 买入交易的美元金额差异很大：甲骨文的买入规模最大，估计在220万至1060万美元之间，微软的买入总额估计为240万至810万美元，亚马逊为250万至830万美元，英伟达的买入金额介于180万至660万美元之间，苹果为210万至720万美元。而超威 半导体 （AMD）交易频率虽高，达10次之多，但单笔规模较小，合计估计在63.5万至140万美元之间。 值得注意的是，微软和亚马逊的买入次数远高于卖出次数，但卖出的金额区间显著大于买入的金额区间。这意味着，少数大额卖出交易抵消了大量小额买入交易的影响。 与之相反的类似模式则呈现在帕兰提尔（Palantir）的交易中：8笔小额买入对应4笔规模更大的卖出。 广泛市场型ETF也在文件中多次出现，尤其是先锋领航集团（Vanguard）旗下的标普500 ETF以及SPDR标普500 ETF 信托 基金。 不难发现，报告中出现频率最高的上市公司主要集中在 人工智能 基础设施、 云计算 和消费技术领域。 OGE披露文件显示，特朗普在2026年第一季度对美股“七巨头”进行了94笔不同交易。这些交易总价值介于5000万至7000万美元之间，其中包括64笔买入订单和30笔股票卖出交易。 雅虎财经的一项分析发现，总体来看，特朗普增持了苹果和谷歌母公司Alphabet的股票，卖出的特斯拉股票数量超过了买入数量。与此同时，他的账户还分别对英伟达、元平台公司（Meta Platforms）、微软和亚马逊进行了十余笔交易。 海外多元配置 特朗普的交易活动不仅限于美国大型股和追踪美国股市的主要ETF。 该申报文件还记录了9只不同跨境ETF的19笔交易，这些ETF提供美国以外市场的敞口，且全部海外投资集中在1月29日至3月10日期间约7个交易日内完成。 其中，规模最大的单一海外相关头寸为安硕核心明晟新兴市场ETF（IEMG），其在买入端出现3次：报告第31行记录了1月29日对该ETF的一笔100万至500万美元的买入；第54行记录了3月4日对同一基金追加50万至100万美元的买入；第63行...

LITE260626C01600000 互動股市圖表 | LITE Jun 2026 1600.000 call 股市 Yahoo 財經

Key Takeaways Astera Labs shares rallied over 16%, reaching an intraday peak of $255.96, driven by positive Wall Street analysis focused on AI inference infrastructure. Evercore ISI upgraded its price target from $215 to $297, reaffirming its “Outperform” stance. First-quarter revenue jumped 93% compared to the prior year, hitting $308.4 million, while second-quarter guidance targets $355–$365 million. The company’s Scorpio fabric switch chip lineup has entered commercial production, addressing critical AI networking challenges. While institutional buying continues, company insiders have divested more than $211 million worth of shares in the last three months. Shares of Astera Labs experienced a dramatic rally Tuesday, climbing more than 16% and briefly hitting $255.96 before closing the afternoon session around $251.28. The sharp upward movement followed a series of optimistic analyst reports and encouraging statements from company leadership at the JP Morgan technology conference. Astera Labs, Inc. Common Stock, ALAB Evercore ISI led the charge with a significant price target adjustment, raising its forecast to $297 from the previous $215 while maintaining its “Outperform” designation. According to the firm’s research, industry data suggests that AI inference workloads will become a primary investment area for major cloud infrastructure providers by the end of 2026. Inference—the stage where a trained AI model generates outputs—presents distinct economic considerations compared to model training. This phase emphasizes networking performance and token-processing cost efficiency, precisely the domain where Astera specializes. During his presentation at the JP Morgan conference, CEO Jitendra Mohan outlined the company’s remarkable expansion trajectory. Revenue has skyrocketed from approximately $65 million at the time of its March 2024 public debut to $308 million in the latest quarter. Earnings per share similarly expanded from about $0.10 to $0.61 during this perio...

Amazon may soon have to add tariff refunds to its deliveries. ​A class-action lawsuit filed in Seattle claims that the e-commerce platform owes customers “hundreds of millions of dollars in unlawful tariff costs” that it has yet to claim from the government (1). Must Read These “unlawful tariffs” are the extra fees President Trump imposed on foreign goods using the International Emergency Economic Powers Act (IEEPA). In February, the U.S. Supreme Court ruled 6-3 that Trump didn’t have the legal authority to enact these tariffs, which opened the floodgates for companies to demand refunds (2). Although many big brands (3) have already sought tariff reimbursements, Amazon conspicuously held back from filing claims. Lawyers behind this class-action suit believe they know why. The lawsuit claims, “Amazon has refused to seek a refund — not because it lacks a legal basis to do so, but because it seeks to curry favor with Trump by allowing the federal government to retain the funds (1).” As evidence, the lawsuit brought up an incident in April 2025 when Amazon allegedly “planned to start displaying how much of a product’s cost came from the IEEPA tariffs.” The suit goes on to claim the Trump administration wasn’t too happy about that idea, suggesting that President Trump gave Amazon founder Jeff Bezos a buzz to buzz off (1).​ It’s unclear how much this lawsuit could return to customers because it only lists a general estimate of the “total amount of IEEPA duties” as of March 2026 at around “$166 billion.” Since Amazon is such a massive company, lawyers argue it likely owes “hundreds of millions of dollars” in these funds (1). The consumers’ tab for tariffs Although companies pay the price for higher tariffs, new data from the Federal Reserve shows there’s been a near “full pass-through” of tariff costs to consumers. In fact, the Fed estimates that core inflation rose by 0.8% through February 2026 solely because of tariffs (4). What does that mean in dollar terms? The Tax Fo...

Days after Donald Trump was greeted in Beijing with a military band, an honour guard and dozens of youths waving American and Chinese flags, Vladimir Putin arrived in China to an almost identical spectacle. The choreography of the two welcomes appeared deliberately mirrored, designed to showcase Beijing’s ability to host leaders from Washington and Moscow with equal grandeur. But China also made sure the differences were noticed. Trump was met at the airport by China’s vice-president, a largely ceremonial role outside the Communist party’s real power structure, while Putin was welcomed by a sitting member of the politburo, the party’s top decision-making body, a subtle signal that China sees Moscow as a trusted partner of an emerging non-western world order led by Beijing. The Kremlin appeared sensitive to the comparisons. Its spokesperson, Dmitry Peskov, dismissed suggestions that the two visits were being measured against each another, insisting they should not be viewed through the prism of rivalry. The senior Kremlin aide Yuri Ushakov stressed that Putin’s visit to meet Xi Jinping had been planned long before Trump’s trip to Beijing. View image in fullscreen Trump and Putin were both presented with an honour guard outside the Great Hall of the People. Composite: Evan Vucci/Reuters/Getty Images Even if Moscow insisted the two visits should not be compared, the message in Russia’s state press was clear. The Russian newspaper Argumenty i Fakty wrote that Putin was being received in Beijing “as an ally and reliable partner” while Trump had been treated as “a rival and competitor from whom anything can be expected”. Behind the lavish ceremonies, both visits produced relatively modest results. While Trump and Xi projected an image of cooperation, their summit yielded few concrete breakthroughs, with little progress on key disputes over Nvidia chip exports and tariffs. For Moscow, the stakes were arguably higher. Putin arrived in Beijing facing what may be the most dif...