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Nan Fung Trinity HK Ltd. purchased a new stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 15,200 shares of the social networking company's stock, valued at approximately $10,033,000. Other institutional investors and hedge funds also recently modified their holdings of the company. Westchester Capital Management Inc. acquired a new stake in Meta Platforms in the third quarter worth $26,000. Strategic Wealth Advisors LLC acquired a new stake in Meta Platforms in the fourth quarter worth $29,000. Key Capital Management INC acquired a new stake in Meta Platforms in the fourth quarter worth $48,000. Fairway Wealth LLC raised its holdings in Meta Platforms by 36.8% in the fourth quarter. Fairway Wealth LLC now owns 78 shares of the social networking company's stock worth $51,000 after purchasing an additional 21 shares during the period. Finally, Merrithew & Thorsten Inc acquired a new stake in Meta Platforms in the fourth quarter worth $52,000. 79.91% of the stock is owned by institutional investors. Get Meta Platforms alerts: Sign Up Insider Activity at Meta Platforms In other news, COO Javier Olivan sold 2,778 shares of Meta Platforms stock in a transaction dated Monday, April 13th. The shares were sold at an average price of $629.45, for a total value of $1,748,612.10. Following the completion of the transaction, the chief operating officer owned 10,557 shares of the company's stock, valued at $6,645,103.65. This trade represents a 20.83% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Susan J. Li sold 56,571 shares of the business's stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $644.70, for a total transaction of $36...

Kepler Cheuvreux Suisse SA lowered its holdings in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 21.0% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 64,109 shares of the social networking company's stock after selling 17,074 shares during the quarter. Meta Platforms comprises 2.5% of Kepler Cheuvreux Suisse SA's investment portfolio, making the stock its 10th biggest holding. Kepler Cheuvreux Suisse SA's holdings in Meta Platforms were worth $42,310,000 as of its most recent SEC filing. Several other large investors also recently bought and sold shares of the stock. Vanguard Group Inc. boosted its stake in Meta Platforms by 3.8% in the fourth quarter. Vanguard Group Inc. now owns 199,995,630 shares of the social networking company's stock valued at $132,015,115,000 after acquiring an additional 7,269,279 shares in the last quarter. State Street Corp boosted its stake in Meta Platforms by 1.9% in the second quarter. State Street Corp now owns 86,925,674 shares of the social networking company's stock valued at $64,158,971,000 after acquiring an additional 1,650,435 shares in the last quarter. Capital World Investors raised its position in Meta Platforms by 0.7% in the 3rd quarter. Capital World Investors now owns 39,247,690 shares of the social networking company's stock valued at $28,823,375,000 after purchasing an additional 278,180 shares during the last quarter. Invesco Ltd. raised its position in Meta Platforms by 0.8% in the 3rd quarter. Invesco Ltd. now owns 17,153,754 shares of the social networking company's stock valued at $12,597,374,000 after purchasing an additional 142,229 shares during the last quarter. Finally, Legal & General Group Plc raised its position in Meta Platforms by 4.1% in the 3rd quarter. Legal & General Group Plc now owns 14,332,168 shares of the social networking company's stock valued at $10,525,258,000 after purchasing an additional 558,792 shares during the last quart...

乘联分会发布数据，5月1-17日，全国乘用车市场零售68.0万辆，同比去年5月同期下降23%，较上月同期增长23%，今年以来累计零售628.5万辆，同比下降19%；5月1-17日，全国乘用车新能源市场零售40.0万辆，同比去年5月同期下降12%，较上月同期增长18%，今年以来累计零售315.8万辆，同比下降17%；5月1-17日，全国乘用车市场新能源零售渗透率58.9%；5月1-17日，全国乘用车厂商新能源批发渗透率59.9%。

Ravitaliy/iStock via Getty Images Introduction It is possible to identify silver miners with high upside potential if silver prices trend to $200. We can speculate on that outcome. Yes, it’s high risk, but also high reward. Silver mining stocks with production growth or high FCF (free cash flow) are perhaps the best investment opportunity for the next 2-3 years. This includes producers, near-term producers, or developers who will begin construction within three years. Let me give you an overview of why that is true, and then I'll provide a list of 10 stocks that fit these categories. The silver price has dramatically increased in value over the past several months. Prior to 2025, silver was stuck below $30, and the silver miners languished. From 2013 until August 2025, silver was stuck in a channel. Then it broke out in August 2025 and ripped from $35 to $120 in 6 months! Was $120 the top? Is this bull market in silver over? Not likely. This story is not about silver. It's about gold. Gold is rising for a variety of reasons, and those reasons are only getting better. What reasons? Primarily, the debt bubble in the US, but also geopolitical issues, whereby the Global South is trying to move away from the US dollar and US Treasury bonds. The odds are very good that gold will trend higher over the next few years. And if that is the outcome, then silver will follow. At least, that is my assumption, and history supports that outcome. So, this is a simple thesis: gold is going higher because of the debt bubble and geopolitical uncertainty. Silver will follow gold higher. You would think that silver miners would outperform silver with silver prices rising above $70. Guess what? They haven’t. SILJ initially did better from August until December, but so far this year, the silver miners have lagged. You may be thinking, why? The answer is that investors do not believe this silver breakout has legs. Investors aren’t buying the silver miners, even though they have high margins....

文章提及标的 浙江华业 -- 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。

(RTTNews) - Tokio Marine Holdings, Inc. (TKOMY, 8766.T), an insurance holding company, on Wednesday reported lower net income despite higher ordinary income in the fiscal year 2025 compared with the previous year. For the full year, net income attributable to the owners of the parent declined 7.1 percent to 980.43 billion from 1.06 trillion in the previous year. Basic earnings per share were 515.55 yen versus 542.16 yen last year. Ordinary profit jumped to 1.35 trillion yen from 1.46 trillion yen in the prior year. Ordinary income increased to 8.87 trillion yen from 8.44 trillion yen in the previous year. Looking ahead, the company expects fiscal 2026 net income attributable to owners of the parent of 830 billion yen, up 56.2% from the previous fiscal year, with basic earnings per share of 441.83 yen. Tokio Marine is currently trading 1.66% lesser at JPY 7,817 on the Tokyo Stock Exchange. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

BING-JHEN HONG/iStock Editorial via Getty Images Nvidia ( NVDA ) heads into Wednesday’s Q1 earnings call with notional net short exposure still the largest in the SPX, according to S3 Partners , highlighting how heavily the stock is being used as a hedge despite its massive AI-driven rally. S3 said NVDA remains the largest single-name short exposure in the SPX by notional value at roughly $62.5B, well ahead of Apple ( AAPL ) at $38.5B and Microsoft ( MSFT ) at $33.7B. Short interest measured in terms of both shares (281M) and % float (1.2%) is currently near 52-week highs on a relative basis. The firm noted that much of the positioning likely reflects hedging activity rather than outright bearish bets. Its liquidity, index weight, and high-beta AI exposure make it an efficient hedge against long exposure across semis, mega-cap growth, and AI infrastructure. Nvidia ( NVDA ) closed at $220.60 on Tuesday, below its recent 52-week high of $236.50 but comfortably above its 50-day moving average of $194.7. Shares have surged more than 64% over the past year as investor enthusiasm around artificial intelligence continued to drive momentum. The options market is pricing in an implied post-earnings move of roughly 5% in either direction, according to S3 Partners . That translates into a potential one-day mark-to-market swing of about $3.5B for short sellers, setting up the possibility of elevated volatility following results. Michael Kramer of Mott Capital Management warned that the stock may be caught in what he describes as “an epic squeeze” driven by euphoric options activity. Kramer, investing group leader of Reading The Markets, suggests this positioning could reset following results as implied volatility collapses. More on Nvidia Wall Street Lunch: Ex-OpenAI Researcher's Fund Shorts Nvidia, AI Chip Stocks Nvidia Q1 Preview: Data Center Backlash Nvidia Q1 Preview: The $200 Breakout Has A China Prerequisite (Upgrade) What Nvidia's options chain shows ahead of earnings Am...

BING-JHEN HONG/iStock Editorial via Getty Images Nvidia ( NVDA ) heads into Wednesday’s Q1 earnings call with notional net short exposure still the largest in the SPX, according to S3 Partners , highlighting how heavily the stock is being used as a hedge despite its massive AI-driven rally. S3 said NVDA remains the largest single-name short exposure in the SPX by notional value at roughly $62.5B, well ahead of Apple ( AAPL ) at $38.5B and Microsoft ( MSFT ) at $33.7B. Short interest measured in terms of both shares (281M) and % float (1.2%) is currently near 52-week highs on a relative basis. The firm noted that much of the positioning likely reflects hedging activity rather than outright bearish bets. Its liquidity, index weight, and high-beta AI exposure make it an efficient hedge against long exposure across semis, mega-cap growth, and AI infrastructure. Nvidia ( NVDA ) closed at $220.60 on Tuesday, below its recent 52-week high of $236.50 but comfortably above its 50-day moving average of $194.7. Shares have surged more than 64% over the past year as investor enthusiasm around artificial intelligence continued to drive momentum. The options market is pricing in an implied post-earnings move of roughly 5% in either direction, according to S3 Partners . That translates into a potential one-day mark-to-market swing of about $3.5B for short sellers, setting up the possibility of elevated volatility following results. Michael Kramer of Mott Capital Management warned that the stock may be caught in what he describes as “an epic squeeze” driven by euphoric options activity. Kramer, investing group leader of Reading The Markets, suggests this positioning could reset following results as implied volatility collapses. More on Nvidia Wall Street Lunch: Ex-OpenAI Researcher's Fund Shorts Nvidia, AI Chip Stocks Nvidia Q1 Preview: Data Center Backlash Nvidia Q1 Preview: The $200 Breakout Has A China Prerequisite (Upgrade) What Nvidia's options chain shows ahead of earnings Am...

A trio of mega-cap communication services providers just announced a joint venture to extend mobile connectivity for wireless customers by using satellite-based, direct-to-service technologies. Last week, AT&T NYSE: T, T-Mobile NASDAQ: TMUS, and Verizon Communications NYSE: VZ announced an initiative to deliver resilient connectivity and create the best and most diverse ecosystem for wireless and satellite products and services. According to a press release, “the proposed collaboration by the three largest U.S. mobile network operators is expected to accelerate the technical integration, enhance customer experience, enhance coverage and help eliminate dead zones across the United States in partnership with the entire wireless industry.” Get AST SpaceMobile alerts: Sign Up That’s good news for customers in areas with weak or no connectivity. But it’s even better news for shareholders of space-based, direct-to-device (D2D) cellular broadband network provider and aerospace upstart AST SpaceMobile NASDAQ: ASTS. AST SpaceMobile’s Strategic Partnerships Are Central to Its Growth Story Following a galactic Q1 2026 earnings miss on May 11, the SpaceX competitor has actually seen its stock rise. Shares of ASTS are up more than 5% since reporting earnings, as the miss failed to overshadow the fact that the company remains in aggressive growth mode. AST SpaceMobile, Inc. (ASTS) Price Chart for Wednesday, May, 20, 2026 Its BlueBird 8, 9, and 10 satellites are tentatively scheduled for a mid-June deployment as the company aims to have approximately 45 satellites in orbit by the end of this year. And while AST SpaceMobile’s growth trajectory has played a role in its recent stock performance, so too has the announcement of the joint venture through three of its existing strategic partners. The decision by AT&T, T-Mobile, and Verizon to join forces in an effort to fill coverage gaps through satellite-based D2D technologies is an immediate boon for AST SpaceMobile. The first and per...

文章提及标的 中自科技 -- 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。

核心要点 欧盟已就与美国的贸易协议达成临时立法共识。 协议包含 保障机制 ：若美国进口产品损害欧盟本土产业，布鲁塞尔可暂停关祱减免。 特朗普政府此前要求欧盟在 7 月 4 日前完成协议批准，否则将大幅加征关祱。 2026 年 5 月 14 日，北莱茵 - 威斯特法伦州亚琛：欧盟委员会主席乌尔苏拉・冯德莱恩（基民盟）在市政厅查理曼奖颁奖仪式上就座。欧洲央行前行长德拉吉荣获 2026 年度查理曼奖。 欧盟委员会主席乌尔苏拉・冯德莱恩于周三对该项临时立法协议表示欢迎，该协议旨在取消美国商品进口关祱；她同时呼吁立法合作方迅速推进后续流程，完成最终审批。 经过彻夜逾五小时谈判，欧盟议员对这一突破性进展表示认可，称此举大概率能让欧盟（27 国集团）避开美国总统特朗普的威胁 —— 若协议再度拖延，将对欧盟加征惩罚性高额关祱。 协议中的 保障机制 明确：一旦美国进口产品对欧盟产业造成损害，布鲁塞尔有权暂停关祱减免。 此外，协议授权欧盟委员会（欧盟执行机构）在 2026 年底前，若美国对欧盟钢铁及铝衍生品维持 15% 以上关祱，可暂停关祱优惠待遇。 该临时协议达成之际，距欧盟与美国在苏格兰特朗普特恩贝里高尔夫度假村首次敲定贸易框架已近一年。根据协议条款，欧盟同意取消美国工业品关祱，特朗普政府则承诺将大部分欧洲商品关祱上限设定为 15%。 冯德莱恩周三在社交平台 X 上表示：“协议既定，欧盟信守承诺。我们携手共建稳定、可预期、平衡且互利的跨大西洋贸易格局。” 相关背景 特朗普此前多次威胁： 若 7 月 4 日前未签署贸易协议，将对欧盟加征 “更高幅度” 关祱； 拟将欧盟进口汽车及卡车关祱提升至 25%，指责欧盟未履行《特恩贝里协议》条款。 欧盟立法进程曾两度中断： 1 月，特朗普威胁吞并丹麦自治领土格陵兰岛； 2 月，美国最高法院否决特朗普大范围关祱政策核心内容。 目前欧盟预计可如期在 7 月 4 日前完成审批，欧洲议会将于 6 月中旬举行最终投票。 “坎坷之路” 欧盟人民党集团美方贸易协议首席谈判代表泽利亚娜・佐夫科表示：此举 “避免了跨大西洋贸易紧张局势的破坏性升级，保护了欧洲企业、投资及大西洋两岸数百万就业岗位”。 2025 年 9 月 23 日，美国总统特朗普与欧盟委员会主席冯德莱恩在纽约联合国大会期间举行双边会晤。 欧洲议会首席贸易谈判代表伯恩德・朗格将谈判过程形容为 “坎坷...

(RTTNews) - Asian stocks tumbled on Wednesday as oil prices remained elevated on Hormuz concerns and global bond yields hit multi-year highs, raising concerns about inflation, interest rates and economic growth. Investors also awaited Nvidia's upcoming earnings and forward guidance for fresh clues on the strength of artificial intelligence-driven demand. The dollar was steady near a six-week high and gold dipped below $4,500 an ounce after yields on 30-year U.S. Treasury bonds reached levels last seen in 2007. Brent crude futures fell more than 1 percent toward $110 a barrel after NATO's top military commander said the alliance is not drawing up any plans for a potential mission in the Strait of Hormuz. China's Shanghai Composite index dipped 0.18 percent to 4,162.18 after the country's central bank left benchmark lending rates unchanged for the 12th consecutive month, as widely expected. Hong Kong's Hang Seng index dropped 0.57 percent to 25,651.12 after war-driven fears hammered global bond markets. Japanese markets fell sharply as the yield on the 10-year Japanese government bond held at its highest level since 1997 on BoJ rate hike expectations. The Nikkei average slumped 1.23 percent to 59,804.41, extending its losing streak for a fifth consecutive session amid heavy selling in tech stocks like SoftBank and Tokyo Electron. The broader Topix index settled 1.53 percent lower at 3,791.65. Seoul stocks ended lower for a second day running, with surging oil prices and a global bond sell-off weighing on market sentiment. The Kospi index fell 0.86 percent to 7,208.95 as foreign investors continued heavy selling. Among the prominent decliners, automaker Hyundai Motor fell 2 percent, its smaller affiliate Kia tumbled 3.6 percent and battery maker LG Energy Solution lost 3.9 percent. Samsung Electronics ended marginally higher despite the labor union announcing plans to embark on a massive 18-day strike amid in impasse in negotiations over wage increases. Australian mark...

炒股就看 金麒麟分析师研报 ，权威，专业，及时，全面，助您挖掘潜力主题机会！ 近日，知名投资人段永平旗下家族资产管理机构H&H International Investment LLC，向美国证监会提交了截至2026年一季度末的13F持仓报告。 长期以来，段永平因重仓苹果而受到市场关注。 从最新持仓变化来看，在继续保留苹果、伯克希尔等底仓的同时，其投资组合开始明显提高AI与成长科技资产的权重，一季度大举建仓特斯拉，并增持了英伟达、拼多多、谷歌母公司Alphabet、微软、联合健康等公司；减持了苹果，清仓阿里巴巴和台积电。 大举建仓特斯拉 根据13F文件，H&H一季度共持有19只股票，前十大持仓合计占总仓位的99.2%，持仓高度集中。 其前五大重仓股分别为苹果、伯克希尔·哈撒韦B、英伟达、拼多多、特斯拉。 具体来看， 苹果以36.72%的仓位占比稳居第一 ，但与上季度的50.30%相比，占比出现了明显下滑，这主要源于其一季度对苹果的减持操作。不过，从绝对金额来看，苹果仍以逾73亿美元市值牢牢占据该基金第一大重仓股的地位。 伯克希尔·哈撒韦B以21.91%的占比稳居第二。 值得关注的是，特斯拉首次出现在前五大持仓名单中，以6.34%的仓位占比跻身第五，持股数量为340.89万股。 此前，段永平公开表示不满马斯克个人品行。但2025年12月，他分享了新购特斯拉Model Y后的驾驶细节，表示体验“确实很好”。今年2月，段永平又在雪球发文称：“FSD确实好用，ModelY开起来也没啥不舒服的，现在开特斯拉已经是我的首选了。”不过，他也表示：“对马斯克本人看法没啥大改变，不喜欢的东西依然不喜欢。但他的产品确实很了不起。投资也可以做点风投啥的，万一成了呢？”他坦言，投资特斯拉“基本看的是市梦率，完全靠蒙”。 图片来源：雪球App 根据13F报告，一季度H&H整体以加仓为主。 除了特斯拉外，该基金还 增持 拼多多821.16万股， 增持 英伟达660.67万股， 增持 Alphabet和伯克希尔·哈撒韦B 分别为 185.06万股、197.16万股。 H&H对英伟达的增持尤为引人注目。一季度该基金新增660.67万股后，英伟达的仓位占比从7.72%升至12.07%，已超越拼多多，晋升第三大重仓股。 此前，段永平曾在社交媒体上多次表达对英伟达AI算力逻辑认可。2025年10月，段永...

财联社5月20日讯（编辑 史正丞） 用Token进行股权投资的时代已悄然降临。 当地时间周二，OpenAI掌门奥尔特曼在出席创业孵化器Y Combinator的活动期间宣布， OpenAI愿意向所有参与YC加速营的初创企业投资200万美元 。不过他们拿到的不是美元，而是OpenAI提供的AI算力额度。 奥尔特曼随后在社交媒体上表示， 期待看到“疯狂烧代币”（tokenmaxxing）的创业公司会发生什么，无论是它们的内部运作方式，以及具体能构建什么产品。 （来源：X） 奥尔特曼也确认，这个投资提议适用于当前YC加速营批次（batch）的所有初创公司。 据媒体援引知情人士报道，奥尔特曼的提议是YC与OpenAI为春季和夏季加速营推出的一个试点项目。该提议以“未来股权简单提议”（SAFE）的形式构建。 这些初创公司将立即收到代币，而OpenAI的持股比例将在创业公司下一轮融资期间确认。 YC目前每年运营4个批次的加速营，每期3个月，从全球申请人中选出约200家企业。 这意味着奥尔特曼一次性向约400家初创企业发出了“Token换股权”的邀请。 与之相对应的是，从今年春季开始，YC的申请流程出现变化： 申请人可以上传自己使用Codex或Claude Code构建一个功能的过程记录。 对此，YC首席执行官Garry Tan解释称，相较于简历和面试，查看创业者如何使用AI的真实行为记录，能够提供更加丰富的评估维度。 从创业者开始抓起 作为地球上最擅长用未来的钱下订单的人（之一），奥尔特曼用算力换股权的做法，迅速引发创投圈关注。 YC合伙人汤姆·布鲁姆菲尔德表示，此举对创业公司会是利好。OpenAI现在愿意拿出8亿美元，换取400家YC创业公司约2%的股份。 只有当你相信这些股权可能会非常有价值时，才会做这样的赌注。 也有评论指出，在眼下创业公司人人都用AI的时代背景下， 奥尔特曼此举相当于将数百家创业公司捆绑进OpenAI的生态 。鉴于他与YC的关系（奥尔特曼曾是YC的总裁），“算力换股权”的交易甚至有可能覆盖未来数百、乃至数千家创业公司。 这项提案也面临更加现实的估值问题：随着算力芯片迭代、数据中心快速上线， 价值200万美元的Token，是否能与200万美元的投资画上等号，这一点值得商榷。 同时OpenAI提供的200万美元算力，到底需要支付多少成本，例如电费/GPU折旧...

There’s a high probability that the European Central Bank will raise borrowing costs next month if the Iran war doesn’t end in the meantime, according to Governing Council member Pierre Wunsch . The conflict has left the ECB at “the beginning of an inflation problem,” the Belgian central-bank governor told Bloomberg Television. He described market bets for three quarter-point increases in interest rates this year as “reasonable.” “If the conflict isn’t resolved by June then I think the likelihood of a hike is quite high,” Wunsch said Wednesday in Frankfurt. “At some point we will have to react because we are already at 3% inflation.” Officials are trying to decide whether the price pressures unleashed by the war warrant higher rates, despite the conflict also presenting a headwind to economic expansion. While analysts and investors are betting on a move next month, several policymakers don’t yet appear to have made up their minds . On top of higher inflation and a stagnating economy, the ECB must also consider a bond selloff triggered by concerns about the lack of progress in US talks with Iran and still-elevated energy prices. Some analysts suggest there’s room to lift borrowing costs to 2.5% from 2%, the upper end of a range with a neutral impact on the economy. Wunsch, who said he was “slightly” in favor of a hike at the ECB’s last meeting in April, stressed that it’s difficult to say how persistent price pressures will turn out to be. “In 2022 people were surprised by the pickup in inflation,” he said. “They were not this time. Maybe they will react quicker.” For now, the situation around wages is “very benign,” he said. Wunsch also played down talk at this stage of stagflation while acknowledging the pain being caused by the fighting in the Middle East. “We’re moving into lower growth, higher inflation,” he said. But “we’re in a slowdown, we’re not in a recession.” The lack of clarity over how events will unfold means that current market wagers may yet have to ...

Company Logo The Mexico data center market is projected to surge at a 19.32% CAGR from 2025 to 2031, powered by increasing AI, IoT, and big data adoption, and a burgeoning digital economy. The growth is fueled by expanding 5G networks, rising internet usage, and government initiatives. Noteworthy developments include the establishment of Latin America’s first HPC and AI center in Nuevo León, backed by NVIDIA, with $1 billion investment plans. Moreover, renewable energy projects aim to draw $7.14 billion in private investments. With substantial infrastructure enhancements from global giants like Telmex's new submarine cable, Mexico is poised for significant advancements in data center services. Mexican Data Center Market Mexican Data Center Market · GlobeNewswire Inc. Dublin, May 20, 2026 (GLOBE NEWSWIRE) -- The "Mexico Data Center Market - Investment Analysis & Growth Opportunities 2026-2031" report has been added to ResearchAndMarkets.com's offering. The Mexico data center market size is expected to reach a value of $3.48 billion by 2031 from $1.2 billion in 2025, grow at a CAGR of 19.32% This report analyses the Mexico data center market share. It elaboratively analyses the existing and upcoming facilities and investments in IT, electrical, mechanical infrastructure, cooling systems, general construction, and tier standards. It discusses market sizing and investment estimation for different segments. Mexico holds a significant market share in the Latin America data center market growth. The Mexico data center market is driven by factors such as the growing adoption of digital platforms, advanced technologies including AI, IoT, and big data, the digital economy, expanding 5G network connectivity, increasing internet users, rising data traffic, government initiatives, as well as the growth in mobile and social media users; furthermore, these factors are expected to significantly enhance data traffic and demand for data centers. MEXICO DATA CENTER MARKET VENDOR LANDS...

London ( UKX ) -0.41%; UK's inflation fell to 2.8% in April. Germany ( DAX:IND ) -0.35%. Producer prices in Germany rose 1.7% Y/Y in April. France ( CAC:IND ) -0.20%. In other parts of Europe, the annual inflation rate in Austria rose to 3.4% in April. Denmark’s economy expanded 1.9% Q/Q in Q1. The annual inflation rate in the Netherlands edged higher to 2.8% in April. The pan-European Stoxx 600 ( STOXX) traded 0.20% lower to 610, amid continued uncertainties around the Middle East conflict and caution ahead of Nvidia's ( NVDA ) earnings release. The EU has reached a preliminary deal to scrap import tariffs on U.S. goods under last July’s trade agreement aimed at averting steeper U.S. tariffs on EU exports. Coming up in the session: Euro Area inflation expected shortly. In the bond market, the yield on the US 10-year Treasury was down 2 basis points to 4.65%. UK's 10-year yield was down 6 basis points to 5.07%. Germany's 10-year yield was down 2 basis points to 3.17%. Currencies: ( EUR:USD ) ( GBP:USD ) ( CHF:USD ) ETFs: (NYSEARCA: EWG ), (NYSE: GF ), (NYSEARCA: EWI ), (NYSEARCA: EWQ ), (NASDAQ: FGM ), (NASDAQ: DAX ), (NYSEARCA: FLGR ), (NYSEARCA: FXB ), (NYSEARCA: EWU ), (NASDAQ: FKU ), (BATS: EWUS ), (NYSEARCA: FLGB ), (NYSEARCA: GREK ) More on Europe Asia And Europe Were More Skeptical About Developments In The Strait Of Hormuz Than The U.S. Trump Cancels Planned Attacks On Iran, Stocks Rally - Market Reactions Takaichi Endorses Supplemental Budget, Trump Escalates Rhetoric Toward Iran, And Markets Spooked UK's inflation fell to 2.8% in April

TLDR Amazon stock fell around 2% on Tuesday despite positive news on its Trainium AI chip lineup. Trainium is gaining developer interest, largely because Nvidia GPUs remain hard to access. A key software barrier to using Trainium has been removed in recent months, per developers. One client cut inference costs by up to 35% by switching from Nvidia’s H100 to Trainium 2. Amazon CEO Andy Jassy says the chip business could be worth $50B annually as a standalone company. Amazon stock dropped roughly 2% on Tuesday, part of a wider pullback in tech, even as fresh reports pointed to growing demand for its Trainium AI chips. Amazon.com, Inc., AMZN The Information reported that developers who have long relied on Nvidia GPUs are beginning to take Trainium more seriously. The main driver isn’t a sudden leap in Trainium’s performance — it’s the ongoing shortage of Nvidia chips. Demand for Nvidia hardware from cloud providers, AI labs, and large enterprises remains sky-high. That supply squeeze is pushing some buyers to explore alternatives, including chips from AMD, Google, and Amazon. Until recently, the software ecosystem around Trainium was a sticking point. Developers found it harder to work with compared to Nvidia’s well-established CUDA platform. “Our response has always been the lack of software support being a barrier,” said Daniel Svonava, CEO of Superlinked. “That’s the thing that changed in the last couple months. That barrier has been removed.” Cost Savings Driving Real Adoption Bojan Jakimovski, machine-learning lead at Loka, said interest in Trainium picked up recently as Nvidia GPU access tightened. He noted that one of his clients moved its inference workloads to Amazon’s second-generation Trainium chips. The results were notable. Testing showed costs could drop by up to 35% compared to Nvidia’s H100 chips — a number that’s hard to ignore for teams running large-scale inference jobs. That said, Jakimovski was clear that Trainium isn’t the right fit for every use ...

5月20日下午，国家主席习近平在北京人民大会堂同俄罗斯总统普京会谈后共同会见记者。习近平指出，这是普京总统第二十五次访问中国，充分体现出中俄关系的高水平和特殊性。刚才，我同普京总统举行深入友好、富有成果的会谈，就一系列重大问题进行了战略沟通。我们共同签署两国关于进一步加强全面战略协作、深化睦邻友好合作的联合声明，见证达成多份重要双边合作文件。两国还将发表关于倡导世界多极化和新型国际关系的联合声明。习近平强调，今年是中俄战略协作伙伴关系建立30周年。30年来，中俄关系栉风沐雨、与时俱进，关系定位不断提升，达到新时代全面战略协作伙伴关系的历史最高水平，树立起新型大国关系的典范。今年也是《中俄睦邻友好合作条约》签署25周年。多年来，两国始终恪守这一条约确立的“不结盟、不对抗、不针对第三方”原则，坚持平等相待、相互尊重、重信守义、合作共赢，为维护国际公平公道、推动构建新型国际关系作出重要贡献，成为世界百年变局中的关键恒量。习近平指出，在我和普京总统的共同战略引领下，中俄关系已经迈上新起点。双方要顺应和平、发展、合作、共赢的时代潮流，推动中俄关系实现更高质量发展。(央视新闻)

EU shortlists tungsten, rare earths for first stockpile to curb China reliance Reuters

格隆汇5月20日｜中金财富发文称，科创综指5月20日盘中再创新高。从今年3月24日阶段性低点以来，科创综指、创业板指已分别累涨20%、30%；自“924”行情以来，均实现翻倍还多的涨幅。 新高之后，能否持续？先看中长期，两个逻辑：第一，本轮中国资产的重估，核心驱动力是国际秩序重构（全球资金在重新配置），叠加我国科技产业的实质性突破（主要是AI、新质生产力）。目前这个核心动力没有变化。第二，我们正在迎来“中国式慢牛”。A股将有希望逐步进入到“牛长熊短、波动很小”的慢牛模式，市场生态正在变得更健康。所以，我们认为，A股市场中长期或将延续震荡上行趋势。 新高之后，现在是不是更应该选择等一等？“等”，应该是有纪律的，是“等到满足某个条件时，我就行动”。比如，可以分时间、分批，定投就是这样的逻辑，在每个月的固定一天等额买入；也可以执行网格交易，预设价格上下限，划分多个格子，价格每跌一格买入，每涨一格就卖出；又或者可以制定再平衡纪律，定期检视，把涨得多的资产做一部分止盈；对低估资产做补仓。

佰泽医疗公告，全资附属公司佰泽医疗投资集团有限公司与微创医疗科学旗下上海微创微联微通健康管理系统有限公司及上海明悦医疗科技有限公司分别签署战略合作协议。根据协议，三方将在医疗领域开展全面合作，共同提升医疗服务水准。主要条款包括供应链合作、心血管与脑血管学科建设、手术机器人诊疗中心建设。

Stocks looked set to edge higher on Wednesday as Wall Street waited for earnings from Nvidia, which could end a recent rough spell for the market by signaling that the artificial-intelligence investment boom still has legs. The indexes have all dropped for three straight sessions as investors fretted about rising bond yields. The worry is that the Iran war has triggered a flare-up in inflation that will strengthen the case for the Federal Reserve to hike interest rates later in 2026.

La OMS emitió una alerta global por un nuevo brote de ébola causado por la rara cepa Bundibugyo, para la que no existen vacunas aprobadas ni tratamientos específicos. Te explicamos por qué este brote preocupa y qué podría dificultar su contención. (Source: Bloomberg)

Hong Kong tycoon Li Ka-shing’s charity will expand support for liver cancer patients by subsidising surgery fees for 200 patients over the next three years, enabling access to cutting-edge treatment at a cost of HK$50,000 (US$6,380). Announcing the initiative on Wednesday, the Li Ka Shing Foundation said eligible patients would be selected by three partnering private hospitals to undergo histotripsy surgery, which typically costs about HK$260,000 for Hong Kong identity card holders. Histotripsy is a non-invasive treatment that uses high-intensity ultrasound waves to precisely disrupt and liquefy targeted tumour cells without harming surrounding healthy tissue. Each session lasts about 15 to 25 minutes and is performed under general anaesthesia. Advertisement Li donated histotripsy devices, each valued at US$3 million, to the city’s two medical schools in 2024. The machines are now in use at private hospitals affiliated with the universities, including Gleneagles Hospital, Hong Kong Sanatorium & Hospital, and the CUHK Medical Centre. However, the foundation said Li had learned that some patients could not afford the treatment due to financial constraints. Advertisement “Mr Li received letters from patients expressing deep regret that they would be unable to access this non-invasive histotripsy surgery due to lack of financial means and insurance coverage,” the foundation said, as it published a rare photograph of the 97-year-old billionaire, long absent from public view, riding an electric mobility scooter.

财联社5月20日讯（编辑 胡家荣） 港股三大指数今日表现不一。截至收盘，恒生指数跌0.57%，报收25651.12点；科技指数涨0.34%，报收4873.82点；国企指数跌0.40%，报收8605.13点。 注：科技指数 其中科技指数收涨，该指数早盘虽小幅低开，但随后震荡上行，最终以红盘报收。 今日市场 今日市场呈现结构性行情，科技成长板块表现活跃，而传统能源及避险类资产则普遍走弱。具体来看，存储概念、人工智能等热门个股领涨，而风电、黄金股领跌。 存储芯片概念强势领涨 兆易创新涨超17% 截至收盘，兆易创新(03986.HK)涨17.03%，澜起科技(06809.HK)涨5.48%。 消息方面，国产存储双雄IPO进程双双提速。5月19日，证监会官网披露，长江存储正式发布首次公开发行股票并上市辅导备案报告，由中信证券和中信建投担任辅导机构。此前5月17日，长鑫科技已完成招股书更新，其一季度净利润同比暴增1688%，显著提振市场信心。 根据世界半导体贸易统计协会(WSTS)数据，2025年全球半导体销售额预计达7956亿美元，同比增长26.2%，创历史最强年度增长纪录之一，主要受益于数据中心和AI相关系统需求激增。WSTS进一步预测，2026年全球半导体销售额有望突破1万亿美元大关。 人工智能股表现活跃 五一视界涨超13% 截至收盘，五一视界(06651.HK)涨13.03%，小马智行-W(02026.HK)涨5.69%，群核科技(00068.HK)涨3.46%。 消息方面，近期"物理AI"概念持续发酵。上周末，知名投资人孙宇晨公开表示，普通虚拟AI红利期已结束，未来三年唯一投资主线是物理AI。他宣布计划投入10亿美元布局物理AI八大核心方向：人形机器人、工业仿真、3D视觉、自动驾驶、执行器、无人机、空间计算及能源领域。值得关注的是，英伟达CEO黄仁勋此前在2026年CES展会上曾预言："物理AI的'ChatGPT时刻'已经到来。" 五一视界作为物理AI领域先行者，凭借数字孪生底层技术构建全链条生态体系，其旗下51Sim平台在高阶智能驾驶仿真市场占据领先地位，市场份额超过50%，成为该细分领域的核心受益标的。 风电股承压下行 新天绿色能源跌近6% 截至收盘，新天绿色能源(00956.HK)跌5.84%，龙源电力(00916.HK)跌3.69%，东方电气(01072.HK...

核心要点 多位策略师表示，美国国债已然陷入 危险区间 。长期国债收益率大幅飙升，市场担忧顽固通胀压力或将开始向股市蔓延。 周二美债抛售潮进一步加剧，30 年期美债收益率创下 2007 年以来新高。 汇丰银行 指出，美国国债正式进入危险区间。长期收益率暴涨，叠加顽固通胀居高不下、市场普遍预判美联储维持鹰派加息立场，各类利空情绪正逐步传导至股市及其他风险资产。 周二美债抛售行情升温，30 年期美债收益率突破 5.19%，创下 2007 年以来峰值；同期作为市场基准的 10 年期美债收益率逼近 4.69%。 截至美国东部时间当晚 9 点 10 分，30 年期美债收益率微跌不足 1 个基点，报 5.184%，10 年期美债收益率报 4.667%。 汇丰策略师在周二晚间研报中写道：“美国国债如今彻底陷入危险区间，10 年期美债收益率触及该区间后，几乎会对所有资产品类形成压制。” 其警示称，若市场进一步上调终端利率预期，美债收益率将彻底深陷危险区间，大概率引发风险资产短期下行。 该行表示，当前市场尚且韧性十足，主要源于三大因素：企业盈利增长势头强劲；伊朗局势紧张爆发前，资产估值已完成部分回调；多数投资者依旧认为中东冲突仅会对油价造成影响。 盈透证券首席策略师史蒂夫・索斯尼克认为，此次美债收益率异动具备极强市场心理冲击，尤其是 30 年期美债拍卖收益率自 2007 年以来首次突破 5% 关口。 索斯尼克称，目前市场局势仅为 黄色预警 ，尚未达到红色危机级别；但一旦 10 年期收益率触及 4.65%、30 年期收益率涨至 5.5%，市场将迎来更为剧烈的波动冲击。 蒙特利尔银行 资本市场策略师伊恩・林根认为，收益率持续上行或将波及股市。 他预判，若未来数周内 30 年期美债收益率攀升至 5.25% 附近，股市估值将迎来持续性回调。 责任编辑：郭明煜

上海一間餐廳昨日發生傷人案。一名男子持刀施襲，3人受傷。 在北京，外交部表示這是一宗精神障礙患者持刀傷人案，一名中國公民和兩名日本公民受傷，傷員已及時送醫救治，犯罪嫌疑人已被警方拘捕，案件正在進一步偵辦中，此案為治安個案，中方主管部門將依法處理。 外交部強調，個別媒體和人士不應進行無端炒作和關連。