这一结果标志着集采政策对创新迭代产品的包容性显著增强，利好研发能力强的头部企业 冠脉支架是心脏介入手术中常用的医疗器械，具有疏通动脉血管的作用，是治疗冠心病的重要手段。作为首个纳入国家集采的高值医用耗材，冠脉支架的接续采购对后续其他耗材集采具有风向标意义。 2026年5月20日，国家组织冠脉支架集中带量采购第二轮接续采购在天津开标。开标结果显示，15家企业的30个产品参与投标，投标企业全部中选，27个产品获拟中选资格，临床在用的国内外企业主流产品普遍中选。 内外资企业的新品支架批量中选，成为本轮集采的一大看点。 开标结果显示，原中选的14个支架产品继续中选，包括美敦力、雅培、波士顿科学等外资企业产品，以及上海微创、北京乐普、山东吉威等国内企业产品。新增中选多款升级版产品，包括美敦力近年获批上市的“Resolute Onyx”支架、上海微创的“火鹰”支架等，临床和患者选择更加丰富。 业内人士认为，内外资新品的批量中选，标志着集采政策对创新迭代产品的包容性显著增强，行业竞争焦点正从“基础款价格战”转向“技术升级与临床价值比拼”。对于具备持续研发能力的头部企业构成制度性利好。 从采购规模看，本轮接续采购共有4468家医疗机构填报需求量，较首次集采的2408家增加86%，较上一轮接续采购的3626家增加23%；年度采购需求量约273万个，较首次集采的107万个增长155%，较上一轮接续的186万个增长47%。 在规则设计上，本次接续采购坚持“稳临床、保质量、反内卷、防围标”原则，通过询价方式产生中选结果，不同报价对应不同带量比例，量价挂钩。同时明确，采购周期内新获批产品可按规则申请增补中选。 据此前发布的采购文件，本轮接续采购中不锈钢支架首次被纳入国家集采范围作为临床应用中的差异化补充，最高有效申报价设为848元/个，合金支架最高有效申报价从848元/个调高至949元/个，涨幅约11.91%，采购周期将延续至2029年6月30日。 湘财证券研报指出，有效申报价上限的提升为相关企业提供了较大的报价空间和利润改善可能，企业申报价只要不超过最高有效申报价即可获得拟中选资格，既保障了行业集中度的稳定，又以量驱动价格回归合理区间。随着集采规则持续优化，高值耗材板块政策压力趋缓。 国家组织冠脉支架集中带量采购2021年初落地实施以来，累计超1000万个集采中选支架得到临床使用，约700...

全球安全服务提供商APi Group周二宣布，公司高级领导团队将于6月初出席两场重要的投资者大会。此举正值公司一季度业绩创纪录、全年指引上调之际，市场关注度显著提升。 会议日程与参与方式 根据公司公告，APi Group高级领导团队将于6月2日出席Baird 2026全球消费者、科技与服务大会，随后于6月3日上午10：40参加William Blair第46届年度成长股大会的炉边谈话环节。两场会议均向投资者开放，公司官网将提供现场网络直播及会后回放。 Q1创纪录业绩提供强劲背景 在出席投资者会议之前，APi Group刚刚交出了一份亮眼的一季度成绩单。财报显示，公司第一季度净营收达19.82亿美元，同比增长15.3%，其中有机增长10.4%；调整后EBITDA为2.35亿美元，同比增长21.8%，利润率扩大70个基点至11.9%；净利润5700万美元，同比大增62.9%。 公司总裁兼首席执行官Russ Becker表示：“2026年我们开局强劲，安全服务和专业服务两大板块均实现增长。这标志着APi成立100周年，我为团队的执行力感到自豪。”基于强劲开局，公司已上调全年净营收指引至84.75亿至86.75亿美元，调整后EBITDA指引上调至11.5亿至12.1亿美元。 并购与估值动态 今年2月，公司完成了对CertaSite的收购，这是一家中西部地区以检测为先的综合消防与生命安全服务提供商。该收购预计将增强公司安全服务板块，并符合其股东价值创造框架。近期另有分析指出，基于折现现金流模型，APi Group当前股价较其约54.69美元的内在价值存在约24.8%的折让，显示该股可能被低估。APi Group总部位于明尼苏达州，在全球拥有超过500个运营点，提供消防与生命安全、安保、电梯及专业服务，客户基础广泛且以强制性、经常性收入为特点。 责任编辑：张俊 SF065

国内增值税增幅连续三个月提升，企业所得税由降转增，征管规范带动个税继续高增超20%，国内消费税、土地和房地产相关税收则较为低迷 根据财政部5月20日公布的数据，2026年4月，狭义口径的全国财政收入即一般公共预算收入完成2.18万亿元，同比增长6.7%，增速连续两个月保持在6%以上。图：IC photo 【财新网】 受国内PPI（工业生产者出厂价格指数）由跌转涨、生产端持续较快增长等带动，2026年4月全国财政收入保持6.7%的较快增速，连续两个月增长超6%。当月财政支出则出现同比下降，或为同期投资回落的拖累因素之一。 根据财政部5月20日公布的数据，2026年4月，狭义口径的全国财政收入即一般公共预算收入完成2.18万亿元，同比增长6.7%，增速连续两个月保持在6%以上。其中，4月税收收入为1.96万亿元，同比增速回落至8.2%，但连续两个月增长超8%；当月非税收入仅为2199亿元，从上月的增长转为下降5.3%。

过去一周，腾讯和阿里相继交出新一季财报。 2026 财年第四季度，阿里整体营收 2433.8 亿元，同比增长 3%。剔除投资收益后，反映主营经营质量的 Non-GAAP 净利润仅为 0.86 亿元，同比下滑近 100%。 增速看上去平淡，利润端压力陡增。但阿里第一次把 AI 账目摆到了台面上 ：2026 财年第四季度，阿里云外部商业化收入同比加速增长至 40%， AI 相关产品收入占比首次突破 30%，年化超过 358 亿元 。 腾讯 2026 年第一季度营收 1964.58 亿元，同比增长 9%；Non-IFRS 经营利润 756 亿元，同比增长 9%。 它没有把 AI 单列为收入科目，而是嵌进广告、云与企业服务等业务线： 营销服务和企业服务收入均同比增长 20%，单季资本开支超过 300 亿元；混元、元宝、CodeBuddy、WorkBuddy、QClaw 等新 AI 产品仍处投入期，对当季 Non-IFRS 经营利润的净影响约 88 亿元。 两家公司讲述 AI 的方式不同，但财务结构上的转向是一致的： Capex、ARR、Token 调用量 ，这些过去更多出现在制造业和云厂商语境里的用词，正在替代 DAU、时长、GMV，成为互联网科技公司对外叙事的新"主语"。 这是一组耐人寻味的变化。从"轻资产"到"重投入"，互联网公司正在经历集体的叙事换挡。 过去二十年，互联网公司之所以能跑出极高的资本回报率，靠的是一组特殊的经济学条件： 边际成本接近于零，规模效应近乎无限，网络效应一旦启动就自我强化，最终走向赢家通吃 。 AI 时代，这套法则开始失效了。每一次推理都要烧 Token、占 GPU、调度内存；每多服务一个用户、每多完成一次任务，都意味着实打实的算力成本。 当边际成本不再趋近于零，赢家通吃就变得越来越难了。如果找不到合理的商业化方式，用户规模反而会变成沉重的成本负担。 腾讯总裁刘炽平在财报当天的业绩会上说：当一项服务必须靠付费才能支撑，它大概率就不会是赢家通吃的生意。阿里首席执行官吴泳铭同日的发言几乎一致：AI 服务每一次调用都有可变成本，市场会由多个玩家共同占据。 一个关键问题被推到所有玩家面前：互联网过去赖以建立护城河的那套逻辑——入口、产品形态、衡量指标、商业模式——都将被重新定义。 入口的另一面：从"用户打开"到"Agent 调用" 「深流研究所」统计了...

Key Points Vanguard High Dividend Yield ETF offers a lower expense ratio and larger assets under management than Fidelity High Dividend ETF. Fidelity High Dividend ETF leans significantly into technology and has generated higher five-year total growth. Vanguard High Dividend Yield ETF maintains a more conservative beta profile and contains a much broader portfolio of 589 holdings. 10 stocks we like better than Vanguard High Dividend Yield ETF › Both the Fidelity High Dividend ETF (NYSEMKT:FDVV) and the Vanguard High Dividend Yield ETF (NYSEMKT:VYM) target income but take different paths. While VYM tracks a broad index of high-yielding stocks, FDVV uses a proprietary model to find companies with strong dividend potential and specific sector constraints. This results in distinct performance and risk profiles for income-focused portfolios. Snapshot (cost & size) Metric FDVV VYM Issuer Fidelity Vanguard Expense ratio 0.15% 0.04% 1-yr return (as of 5/18/26) 20.65% 23.6% Dividend yield 2.8% 2.3% Beta 0.81 0.73 AUM $9.2 billion $94.6 billion Vanguard is the more affordable option with a 0.04% expense ratio, while Fidelity charges 0.15%. However, Fidelity currently provides a higher payout with a trailing-12-month dividend yield of 2.8% versus 2.3% for the Vanguard fund. Performance & risk comparison Metric FDVV VYM Max drawdown (5 yr) (20.17%) (15.87%) Growth of $1,000 over 5 years (total return) $1,863 $1,704 What's inside The Vanguard High Dividend Yield ETF provides exposure to around 600 holdings, primarily in financial services at 20%, technology at 15%, and industrials at 14%. Its largest positions include Broadcom at 8%, JPMorgan Chase at 3.33%, and ExxonMobil at 2.71%. Launched in 2006, it has a trailing-12-month dividend of $3.51 per share. In contrast, the Fidelity High Dividend ETF is more concentrated with about 110 holdings and leans heavily into technology at 29%, financial services at 19%, and consumer cyclical at 14%. Top holdings include Nvidia at 7%, Appl...

In New Delhi’s chaotic traffic, where the backs of autorickshaws sometimes double as mobile billboards, some commuters are now being greeted by an unlikely face: US President Donald Trump Splashed beneath his portrait is the slogan: “Happy Birthday America!” About 100 autorickshaws carrying large images of Trump and the Statue of Liberty have appeared across the Indian capital in recent weeks. Advertisement In a city where the backs of thousands of three-wheelers are routinely covered with ads for little-known fertility clinics, English-speaking courses and herbal remedies, the American branding stands out. The unusual advertising campaign was unveiled last month by Sergio Gor , the US ambassador to India. It is part of a broader push by the US to mark the 250th anniversary of American independence, with celebrations, cultural events and public outreach campaigns planned in several countries. Advertisement Announcing the initiative on social media last month, the US embassy posted: “Freedom is on the move … literally!”

TAIPEI (Taiwan News) – The government should publicly reject accusations by US President Donald Trump that Taiwan stole semiconductor technology from the US, United Microelectronics Corporation founder Robert Tsao (曹興誠) said Wednesday. Over the years, Trump alleged several times that Taiwan had stolen the now-flourishing sector, while adding the US wanted it back. In February 2025, President Lai Ching-te (賴清德) said Taiwan would respond prudently through increased communication. Tsao, who founded and chaired one of the country’s top semiconductor contract makers, said Wednesday Trump’s accusations were just not true, per CNA . He called on the government to issue a public rebuttal of the US president’s comments. Tsao explained in a Facebook post that the Industrial Technology Research Institute signed a contract on Taiwan’s behalf with US electronics manufacturer RCA on March 5, 1976. The agreement, valid for 10 years, covered the payment of NT$7.9 billion (US$250 million) for the transfer of technology and NT$3.16 billion for licensing fees, Tsao said. The consequences of Trump’s allegations were extremely grave, according to the semiconductor pioneer. Apart from the undiplomatic pronouncements, Trump was also pushing Taiwanese businesses to invest in the US and tear down Taiwan’s “silicon shield,” he said. Tsao called on the government to stop being silent and to provide a clear explanation of the origin of Taiwan’s semiconductor successes, CNA reported. The government should mention the massive investment of resources and the tough research efforts behind the development of the sector, the former UMC chair said.

My top 10 things to watch Wednesday, May 20 1. Stock futures are higher this morning ahead of Nvidia earnings after the close. The S & P 500 is riding a three-day losing skid. President Donald Trump said yesterday that the U.S. would end the Iran war "very quickly," kicking off a similar pattern in the market. Trump gives these hints of the war being over soon, oil goes down a little, interest rates go down a little, and futures go up a little. 2. We finally hear from Club name Nvidia tonight. Thankfully, shares have cooled a bit after last Thursday's record close at almost $236. Beat and raise is the minimum to have any chance at a post-earnings rally. But don't be fooled by the first move once the numbers hit. Can be misleading. The conference call, where we get more color on the guide and demand, is revelatory. 3. The Street is looking to fade Nvidia. There is still amazing skepticism that the stock can keep the run up given Amazon and Google's desire to break away from Nvidia with their own in-house chips. Nvidia has to redefine what it is aspiring to do and demonstrate that it has a much larger total addressable market. 4. Lots of powerful AI announcements yesterday from Alphabet 's Google, including more AI being infused into traditional search. Melius Research's Ben Reitzes said Google's new agentic tools for developers could be "a trojan horse into the enterprise that bears watching." Expectations were elevated going into the developer conference, so I'm not fretting the 2% decline. This remains a crucial position for the Club. 5. Target delivered a quarterly beat as new CEO Michael Fiddelke works to right the ship. Same-store sales were positive for the first time in five quarters, up 5.6% and crushing the 2.4% FactSet consensus. Target now expects net sales growth of 4% this year versus 2% previously. Very good changes in fashion. Good growth in health and wellness. 6. Lowe's with a strong quarter in a tough housing market. Reaffirmed full-year guidance. D...

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AMASS Brands Group ( Nasdaq: AMSS ) on Wednesday said its common stock began trading on the Nasdaq Capital Market under the ticker symbol “AMSS” following the completion of a direct listing. The direct listing did not involve the issuance of new shares, the company said. AMASS said it operates a portfolio of nine beverage brands across non-alcoholic, functional wellness, and alcoholic categories, including Good Twin Non-Alcoholic Wine and Summer Water Rosé. The company said it has generated more than $80 million in cumulative revenue since inception, sold over 5.7 million bottles, and expanded distribution to more than 40,000 points of sale. Source: Press Release More on AMASS Brands, Inc. AMASS Brands Aims For Direct Listing Despite Weak Financial Results Financial information for AMASS Brands, Inc.

数字广告技术公司Perion Network周三盘前公布2026年第一季度财报，交出一份喜忧参半的成绩单。尽管营收小幅增长且AI驱动业务表现出色，但盈利端出现明显下滑。公司同时重申了全年业绩指引。 财务数据：营收微增，盈利承压 财报显示，Perion第一季度营收为9040万美元，同比增长1%，略低于市场预期的约9100万美元。贡献收入扣除流量获取成本后持平于3970万美元，毛利率为44%。调整后EBITDA大幅下降75%至50万美元，占贡献收入之比从去年同期的5%降至1%。GAAP净亏损扩大至1000万美元，而Non-GAAP每股收益为0.11美元，与去年同期持平。 AI引擎成最大亮点 尽管整体业绩平淡，公司的AI驱动增长引擎表现抢眼。旗舰产品Outmax AI代理的客户支出同比激增316%。在渠道层面，联网电视支出增长68%，数字户外广告支出增长29%，零售媒体垂直领域支出增长27%。作为整合平台的Perion One支出也实现了6%的同比增长。 与此同时，搜索广告收入增长21%至2370万美元，部分抵消了广告解决方案收入因网页渠道疲软而下滑4%的影响。 战略布局持续深化 本季度，Perion与Mediamark和McSorely Media达成独家合作协议，将Outmax引入非洲市场；Outmax AI代理正式登陆TikTok；法国电信运营商Bouygues Telecom也采用了Outmax技术。公司继续执行股票回购计划，本季度以2410万美元回购250万股。截至季末，公司持有现金及有价证券2.93亿美元。 全年指引不变 基于当前预期，Perion重申2026年全年展望：贡献收入扣除TAC预计为2.15亿至2.35亿美元，调整后EBITDA预计为5000万至5400万美元。公司首席执行官Tal Jacobson表示，Perion的愿景是“将AI完全整合至业务的方方面面”，既为客户提升投资回报率，也内部优化运营效率和成本结构。 责任编辑：张俊 SF065

李强会见俄罗斯总统普京 2026-05-20 20:47:21 来源： 同花顺7x24快讯 分享 5月20日下午，国务院总理李强在北京人民大会堂会见来华进行国事访问的俄罗斯总统普京。(新华社)

DeepSeek终于要“卷”编程了。 5月20日，一则消息在AI圈里传开，DeepSeek内部正在组建一个新的Harness团队，方向是代码智能体产品，内部对标Anthropic旗下的智能体编程工具Claude Code。 第一财经记者在DeepSeek官网看到，目前界面已上线Agent Harness产品经理和Agent Harness研发工程师两个新的岗位。 职位描述中提及，内部“正在把DeepSeek的前沿模型能力，转化为领先的Agent产品”，岗位员工需要加入Harness团队，参与DeepSeek桌面端Agent产品的全过程。 官网并未直接提及这一桌面端Agent产品的具体类型，但在产品经理的岗位描述中，要求求职者深度使用过Claude Code、Cowork、Codex、Cursor、OpenCode、GitHub Copilot、Manus、OpenClaw、Hermes 等类似产品。这其中几乎包揽了行业目前最热门的几款编程工具以及智能体应用。 另一个更直接的信息来自DeepSeek资深研究员陈德里，他在社交媒体发帖招人，标题直接表明“来DeepSeek从零做Code Harness”，正文提到“对标Claude Code，做DeepSeek Code Harness”。 陈德里毕业于北京大学，于2023年加入DeepSeek担任研究员，DeepSeek过去发布的多项重要研究成果几乎都能看到他的名字。在DeepSeek创始人梁文锋鲜少公开露面的情况下，陈德里成为公司对外发声的重要人物，在2024年英伟达GTC大会以及2025年世界互联网大会乌镇峰会上都有公开发表演讲。 在这次招聘帖评论区，陈德里喊话可以私信进行内推，“简历直达部门老大”。目前新岗位的工作地点仅限北京。第一财经记者私信求证关于Harness团队的更多信息，目前未获回复。 根据DeepSeek官方的描述，除模型本身以外的所有工作，都属于Harness的范畴。Agent Harness研发工程师的主要职责是参与设计DeepSeek的Harness产品的技术架构与选型，以及开发Harness 产品。Agent Harness产品经理主要是规划DeepSeek Harness 产品路线图，定义与衡量“Agent是否真的在更多场景下更深入帮助到更多的人”的指标。 从任职要求来看官方给出的门槛并不高...

江波龙公告，公司于2026年5月20日收到深圳证券交易所上市审核中心出具的《关于深圳市江波龙电子股份有限公司申请向特定对象发行股票的审核中心意见告知函》。深交所上市审核中心对公司向特定对象发行股票的申请文件进行了审核，认为公司符合发行条件、上市条件和信息披露要求。后续深交所将按规定报中国证券监督管理委员会履行相关注册程序。公司本次向特定对象发行股票事项尚需获得中国证监会作出同意注册的决定后方可实施。

中天精装公告，公司董事会于2026年5月19日收到总经理王新杰的书面辞职报告，王新杰因个人职业规划调整，申请辞去公司总经理职务，同时辞去所有控股企业、参投企业职务。王新杰将继续担任公司第五届董事会董事、董事会提名委员会委员及董事会战略发展委员会委员。王新杰的辞职自送达董事会之日起生效。公司董事会已决议由董事长楼峻虎代行总经理职权，直至新任总经理聘任为止。王新杰未持有公司股票，辞职不会对公司日常经营产生不利影响。

國際帆船大獎賽，明年首度登陸香港。 記者會在西九M+博物館舉行，賽事行政總裁表示，香港是充滿活力的標誌性城市，維港極適合作為，近岸比賽的場地，將成為一大特色。 香港是2027賽季揭幕首站，1月23及24日在維港上演，國際帆船大獎賽被譽為帆船界一級方程式，2019年首次舉辦，選手所用的水翼雙體帆船，時速可高達100公里，來年共設13站，其餘分站有澳洲珀斯、美國三藩市、紐約、英國樸茨茅夫、意大利、巴西等，總獎金1,280萬美元。

Sonoro Gold ( SGO:CA ) announced on Wednesday a non-brokered private placement offering consisting of 40M units at C$0.25 per unit, for gross proceeds of C$10M. Each unit will consist of one common share and one common share purchase warrant. Each warrant will entitle the holder thereof to purchase one additional common share of the company for a period of three years from the closing of the private placement at an exercise price of C$0.34 per common share. The net proceeds from the offering will be used to advance the ongoing development of the company’s Cerro Caliche gold project in Sonora, Mexico, as well as general working capital. The company may pay finder’s fees in respect of units placed with the assistance of registered securities dealers. Sonoro Gold highlighted that insiders of the company will participate in the offering for approximately 4M units for gross proceeds of C$1M. More on Sonoro Gold Corp. Financial information for Sonoro Gold Corp.

Exchange Income Corporation于周二在温尼伯举行的2026年度股东特别大会上宣布，所有提交审议的议案均获股东投票通过，包括11名董事的选举、审计机构续聘及股东权益计划的批准。 董事选举获压倒性支持 本次大会共投票20，472，856股普通股，占公司已发行股份总数56，326，169股的36.35%。所有提名董事均以高票当选，其中Polly Craik获得99.68%的赞成票，Barb Gamey以99.79%的支持率成为得票最高的董事人选。现任首席执行官Michael Pyle获得98.52%的赞成票，执行副总裁Duncan Jessiman获得93.28%的支持，而Melissa Sonberg则获得87.24%的赞成票。 其他议案均获通过 除董事选举外，股东还投票通过了以下事项：重新委任普华永道会计师事务所为公司的审计机构，任期至下届年度股东大会闭幕；批准第五次修订和重述的股东权益计划；以及在咨询基础上通过公司高管薪酬方案。 关于Exchange Income Corporation Exchange Income Corporation是一家多元化的收购型公司，专注于航空航天与航空以及制造两大业务板块。公司采用严谨的收购策略，寻找已实现盈利、现金流稳定、在利基市场运营且具备有机增长潜力的成熟企业。公司近期完成对Canadian North的收购，推动2026年第一季度营收同比增长30%至创纪录的8.67亿美元，调整后EBITDA增长28%至1.66亿美元。 公司总部位于温尼伯，在多伦多证券交易所上市，代码为EIF。 责任编辑：张俊 SF065

Progressive ( PGR ) said its April net premiums written increased 6% year-over-year to $7.28B. Net premiums earned rose 7% for the month to $7.11B. Net income per share available to common shareholders stood at $1.86, up 11% from $1.68 in April 2025. The property and casualty insurer reported gains of $402M, compared to a loss of $3M a year ago. The combined ratio stood at 90.2% for the month, up from 84.9% in April 2025. Total policies in force increased 8% during the month to 39.77M from 36.65M. More on Progressive The Progressive Corporation (PGR) Q1 2026 Earnings Call Transcript Progressive Stock Crash Explained: Strong Business, Falling Shares? Progressive: Sentiment Is Too Negative Given Underlying Results Progressive's Q1 earnings miss estimates as policies in force fall short of consensus Progressive Q1 2026 Earnings Preview

格隆汇5月20日｜据彭博，市场证明David Zahn是对的。一年多来，当其他基金经理在抛售潮后纷纷买入之际，他却一直回避英国国债。随着英国国债持续下跌，许多人可能已承受严重亏损。如今，30年期英国国债收益率逼近6%，Zahn正准备买入，而这是他自2025年初以来一直瞄准的水平。作为富兰克林邓普顿欧洲固定收益主管，他最担心的是，工党在本月选举结果不佳后将需要增加支出。 Zahn表示：“这正是我们看到的情况。似乎每个人都想花更多钱，而除非收益率进一步上升，否则我看不出这些钱会从哪里来。”英国长期借贷成本已升至1998年以来最高水平，本周触及5.86%。最新一轮上行的诱因是，大曼彻斯特市长伯纳姆可能进入议会并挑战首相斯塔默，这加剧了市场对英国财政状况以及伊朗战争带来通胀压力的担忧。

Elliott Investment Management hired former Blackstone Inc. executive Teresa Sweeney to run the roughly $80 billion hedge fund firm’s global research and data science group. Sweeney joined this month and is expected to build out artificial intelligence for the unit, which houses about 40 research members and three data scientists who handle due diligence and research for prospective deals, according to people familiar with the matter. Paul Singer ’s firm, known for its activist campaigns, aims to create a single repository that houses its data and research that can be accessed companywide and utilizes AI. It also plans to use AI to amplify the firm’s proprietary insights. A representative for West Palm Beach, Florida-based Elliott declined to comment. Elliott’s research and data science group works with expert networks, manages data procurement and third-party data sets and conducts background checks. Sweeney worked at Blackstone for about four years, overseeing strategy for its data science team and holding the title of chief operating officer for that group, according to her LinkedIn profile . She previously worked with private equity clients for consulting firm GLG . Like other hedge funds, Elliott is utilizing AI internally and betting on the technology, including making a multibillion-dollar investment in Synopsys Inc. with the goal of pushing for changes at the chip-design software maker.

AI 大神 Andrej Karpathy 加入 Anthropic 的消息，来得很巧。 就在谷歌 I/O 2026 正式举办前几个小时，这位 OpenAI 创始成员、前特斯拉 AI 负责人官宣加入 Anthropic，Anthropic 还在继续强化自己在 AI 世界的技术和心智优势。 过去一年，Claude Code 已经成了很多开发者口中最接近「能干活」的 AI 编程工具。它没有特别复杂的界面，甚至一开始看起来更像一个终端工具，但正是因为它扎进了开发者最熟悉的命令行、代码库和本地工作流里，反而更早跨过了「演示」和「日常」之间的那道坎。 谷歌当然不可能看不见这个变化。 在凌晨举办的 I/O 大会上，谷歌正式推出了 Antigravity 2.0，回应了 Claude Code 和 Codex，没有继续把它做成一个 IDE 里的 AI 助手。 谷歌终于不想只做一个 AI IDE 了 在 1.0 时代，谷歌给 Antigravity 的定位还是「AI 时代的 Agent-First IDE」。说白了，它本质上仍然是一个 AI IDE，只是把 agent 放到了更核心的位置。开发者打开它，预期还是写代码、看文件、跑项目，AI 只是从旁边的助手变成了更主动的协作者。 但第一次打开 Antigravity 2.0，最明显的变化是，它已经不太像过去那个「加了 AI 的 IDE」，实际上更接近 OpenAI 的 Codex，或者 Anthropic 的 Claude Code。 简单来说，Antigravity 2.0 的界面干净了很多，左侧是项目列表，右侧是对话区，整体不再像一个传统 IDE，也不再把代码编辑器放在视觉中心。用户不是先进入代码窗口，再让 AI 辅助自己改代码，而是先进入一段对话，再让 AI 接手任务、理解项目、操作文件、给出结果。 图片来源：雷科技 这个变化很关键。 过去我们理解 Antigravity，更容易把它放在 Cursor、Windsurf、Trae 这类 AI IDE 的框架里讨论。但 Antigravity 2.0 更像是从「AI Coding Agent」升级成了一个通用个人助理，写代码只是它最重要、也最适合展示能力的场景之一。 这也是为什么它现在看起来和 Codex、Claude Code 越来越像。 三者的共同点是，都在把开发工具从编辑器...

格隆汇5月20日｜金螳螂发布异动公告，公司股票交易价格于2026年5月18日、2026年5月19日、2026年5月20日连续三个交易日内日收盘价格跌幅偏离值累计超过20%，根据深圳证券交易所有关规定，属于股票交易异常波动情形。公司目前未从事商业航天核心产业（含火箭研制、卫星制造、发射服务等），亦未开展数据中心算力运营业务。公司仅以装饰及机电主业为上述领域提供基础设施配套服务，目前仅承接少量商业航天发射场配套工程及数据中心施工项目，施工范围含办公楼、餐厅、公寓楼、机电工程等，合计占营收比例不足1%，对业绩无重大影响。

Douglas Rissing Stock index futures edged higher Wednesday as traders awaited Nvidia’s ( NVDA ) quarterly results. Here are the four stocks to watch on the day: Intel ( INTC ) rose 4.77% in premarket trading amid reports the semiconductor giant has asked PC makers to utilize chips built on its 18A production process. Wedbush Securities views the move as a sign Intel is prioritizing its margins, noting the strategy allows the company to focus higher-margin Xeon production on older nodes while leveraging its existing cleanroom space to bring newer production online. Bristol-Myers Squibb ( BMY ) gained 1.10% in premarket trading after announcing it is rolling out Anthropic’s flagship Claude AI platform to more than 30,000 employees. The collaboration expands the drugmaker’s use of artificial intelligence across research, clinical development, and corporate operations, moving beyond conversational tools toward agentic capabilities integrated into day-to-day workflows. Lowe’s ( LOW ) fell 2.00% in premarket trading despite a top- and bottom-line beat for the first quarter. Lingering softness in the housing market led the home improvement retailer to maintain its full-year outlook, including profit guidance that fell short of expectations . Additionally, operating income as a percentage of sales is expected to decline approximately 120 basis points from fiscal 2025 to a range of 11.2% to 11.4% in fiscal 2026. Nvidia ( NVDA ) shares will be in focus as the company reports quarterly results after the market close. Consensus estimates call for revenue of roughly $79 billion, above the company’s own $78 billion midpoint guidance, with investor attention expected to center on second-quarter guidance, Blackwell demand trends, and margin expansion. More related stories Nvidia Technical: Potential Mean Reversion Decline Below 236.54 As Earnings Loom Intel Corporation (INTC) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript Wall ...

Douglas Rissing Stock index futures edged higher Wednesday as traders awaited Nvidia’s ( NVDA ) quarterly results. Here are the four stocks to watch on the day: Intel ( INTC ) rose 4.77% in premarket trading amid reports the semiconductor giant has asked PC makers to utilize chips built on its 18A production process. Wedbush Securities views the move as a sign Intel is prioritizing its margins, noting the strategy allows the company to focus higher-margin Xeon production on older nodes while leveraging its existing cleanroom space to bring newer production online. Bristol-Myers Squibb ( BMY ) gained 1.10% in premarket trading after announcing it is rolling out Anthropic’s flagship Claude AI platform to more than 30,000 employees. The collaboration expands the drugmaker’s use of artificial intelligence across research, clinical development, and corporate operations, moving beyond conversational tools toward agentic capabilities integrated into day-to-day workflows. Lowe’s ( LOW ) fell 2.00% in premarket trading despite a top- and bottom-line beat for the first quarter. Lingering softness in the housing market led the home improvement retailer to maintain its full-year outlook, including profit guidance that fell short of expectations . Additionally, operating income as a percentage of sales is expected to decline approximately 120 basis points from fiscal 2025 to a range of 11.2% to 11.4% in fiscal 2026. Nvidia ( NVDA ) shares will be in focus as the company reports quarterly results after the market close. Consensus estimates call for revenue of roughly $79 billion, above the company’s own $78 billion midpoint guidance, with investor attention expected to center on second-quarter guidance, Blackwell demand trends, and margin expansion. More related stories Nvidia Technical: Potential Mean Reversion Decline Below 236.54 As Earnings Loom Intel Corporation (INTC) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript Wall ...

Richard Drury/DigitalVision via Getty Images Introduction Back when I last covered RLJ Lodging Trust ( RLJ ), I called them “One Of The Best High-Yield Opportunities In Today's Market,” highlighting their sustainable and attractive yield, robust balance sheet and no maturity until all the way in 2029 thanks to their recent refinancing, offering a very compelling buying opportunity. After a strong start to 2026 and despite the stock already returning about 15% since publishing the last article back in early March, I continue rating RLJ a Strong Buy, being among the most attractive REITs in the industry (and even beyond) and still offering an opportunity for long-term investors looking for a healthy and undervalued business that pays strong yields. Strong Start to 2026 RLJ Lodging Trust IR Despite the overall challenging macro landscape, RLJ reported a strong Q1, beating the market’s FFO and revenue estimates , with a solid 3.6% increase in revenue, 4.8% higher comparable RevPAR and a 5.4% increase in comparable hotel revenue, delivering margin improvements and an Adjusted FFO of $49.518 million ($0.33 per share; up 6.5% YoY), exceeding the company’s own expectations as well, which they attributed to improving fundamentals, strong performance, and the continued ramp-up of their renovations and conversions that I mentioned before (targeting two conversions per year). RLJ Lodging Trust IR RLJ also boosted the 2026 outlook, expecting RevPAR growth of 1.5% to 3.5%, with Adjusted FFO between $1.29 to $1.45 per share, with net interest expenses of $101 million to $103 million, CAPEX related to renovations of $80 million to $90 million, and estimating 150.8 million shares outstanding ( not including buybacks ) as they’re advancing their non-room revenue initiatives, potentially leading to even more solid performances especially since they have hotels in 9 of the markets that should see a boost from the World Cup, although I’ll mention more about that below. RLJ Lodging Trust...

Currently, option traders are betting that Nvidia’s (NASDAQ: NVDA) market cap could rise or fall by $355 billion based on earnings. Nvidia’s current market cap is $5.3 trillion. The stock is up 18% so far this year, compared to the S&P 500, which is up 7%. Nvidia has signaled to Wall St. what investors should ... Nvidia Earnings Don’t Matter This Time

Nvidia Earnings Don’t Matter This Time 24/7 Wall St.

港產航天員可能即將升空，在一個研討會上，有學者認為香港要重點培育航天產業人才。 全球繁榮峰會舉行第二日會議，國家「十五五」規劃，要積極發展新興太空經濟，有學者認為香港可以配合。 科大太空科學和技術研究院聯合院長高揚稱：「我非常支持香港政府考慮航天，作為『五年計劃』裡一個重要環節，香港可以趁這個機會充分發揮，它在科研創新方面的一些優勢，尤其是『AI+』航天這方面的領域，還有就是它在法律、金融，香港很多年積累的領域的一些優勢。」 不過有學者指出，香港缺乏相關領域人才。 亞洲衛星公司行政總裁唐舜康指出：「我們需要培養一批人才，才能進入航天產業，過去十年香港並沒有培養出很多優秀的工程師，因為人們似乎對工程行業敬而遠之，轉而投身金融或酒店業，但我們需要工程師，來了解產業發展方向，了解我們已建立的技術，能夠應用於哪些領域。」 主辦峰會的匯賢智庫，理事會主席葉劉淑儀指，本港應從多方面，積極參與航天科技發展。 匯賢智庫理事會主席葉劉淑儀指出：「香港扮演的角色不止上游，生產衛星火箭方面，而在下游提供服務，及現在衛星、特別遙感衛星，有大量數據未有人開發，香港可以為這些新型航天公司，提供金融、法律和仲裁服務，及做很多衛星數據分析，為青年人提供新的工作崗位。」 她又認同，建議特區政府成立航天經濟辦公室。

格隆汇5月20日｜瑞银重新将阿斯麦列为欧洲半导体板块的首选股，并将目标价从1600欧元上调至1900欧元，同时将2027年及2028年的盈利预测大幅上调至高于市场共识的水平。