钱正在以一种人类商业史上罕见的速度涌入AI赛道。 2026年第一季度，全球风险投资总额飙升至约3000亿美元，创下历史最高纪录，80%流向了AI公司。 其中，三笔超级融资轮就拿走了大头： OpenAI、Anthropic、xAI三家AI公司，合计融资1730亿美元，占当季全球风投总额的近六成。 在全球范围内，资本从未如此狂热地涌入一条单一赛道，而这些钱几乎流向了同一个目的地：算力基础设施。 据The Information报道，Anthropic和OpenAI的合同，已经占据了亚马逊AWS、微软Azure、谷歌云三大云平台订单积压的一半以上。 但在算力这个目的地，横着一个全行业都在回避的问题： 谁在为AI产业堆积的万亿级算力订单最终付钱？ AI之争正在变重 过去两年，AI行业讨论的核心是模型能力，但现在牌桌上的筹码变了。 头部AI玩家争的，是谁拥有更多数据中心、更长期的芯片供应、更稳定的电力、更低的推理成本。 最典型的信号， 是模型厂商开始向上游抢算力。 5月7日，Anthropic宣布与SpaceX达成协议，租下Colossus 1数据中心全部算力容量。 该超算集群搭载约22万块英伟达GPU，将在一个月内为Anthropic新增超过300兆瓦算力，直接刷新行业扩容纪录。 这不是按需租赁，而是整栋独占。 Anthropic的真实处境是，它已经与亚马逊、谷歌、微软等签下了一大把长期算力合同，但全部要等到2026年底至2027年才交付，Colossus 1是少数能在一个月内交付的选项之一。 因此，Anthropic选择了一个更贵、更快的方案，而不是一个更便宜、更慢的方案。 这意味着，在算力窗口期面前，成本不再是首要考量，时间才是。 OpenAI布局则更早。 它与软银、甲骨文共同发起的“星际之门”项目，总投资计划5000亿美元，目标在全美建设10GW容量（约为Colossus 1的33倍）的AI数据中心。 2026年4月，OpenAI宣布该计划已提前数年完成原定目标，目前已签署总计10GW的AI算力合同。 种种动作表明，算力已经成为模型公司的战略资产。 大模型公司正在从软件公司，变成一种越来越接近云厂、电厂和半导体公司的重资产玩家。 与此同时 ，云厂商也在向下游打包生态。 过去，云计算厂商之间主要拼的是IT基础设施。 但AI时代，云厂商想卖的已经不只是GPU实例，而是一整...

格隆汇5月8日｜法国CAC40指数日内跌幅达1%。

Neuralink运营和特别项目总监Shivon Zilis表示，在2017-18年的架构谈判期间，埃隆-马斯克曾向萨姆-奥尔特曼提供一个 特斯拉 董事会席位，并确认关于营利性选项的讨论“令人厌倦地”反复进行，同时短信显示马斯克计划从OpenAI招聘人才。 责任编辑：张俊 SF065

Intel's AI hopes are rising, but manufacturing execution, yields, and customer trust remain central to the turnaround.

Intel's 33% Revenue Drop Puts Tan's Turnaround In Focus TradingView

Dario Amodei, co-founder and chief executive officer of Anthropic, at the AI Impact Summit in New Delhi, India, on Thursday, Feb. 19, 2026. Prakash Singh | Bloomberg | Getty Images Global banks, tech giants and governments were sent scrambling last month to contain the risks posed by Mythos , the Anthropic model said to be so powerful that it has found thousands of previously unknown vulnerabilities in the world's software infrastructure. There's just one problem: The capability they're worried about is already here. Cybersecurity experts and artificial intelligence researchers told CNBC that the software vulnerabilities revealed by Mythos can be found using existing models, including those from Anthropic and OpenAI. "What we are seeing across the industry now is that people are able to reproduce the vulnerabilities found with Mythos through clever orchestration of public models to get very, very similar results," said Ben Harris , CEO of cybersecurity firm watchTowr Labs. Mythos has jolted executives and policymakers alike over concern that a perilous new era of AI-enabled cybercrime may be near. Anthropic limited its release to a few American companies including Apple , Amazon , JPMorgan Chase and Palo Alto Network to reduce the risk that bad actors get their hands on it. Even with that precaution, the release has prompted the Trump administration to consider new government oversight over future models. It's the latest in a string of high-profile launches from Anthropic that have intensified its rivalry with OpenAI as the two AI giants approach their highly anticipated IPOs. Weeks after the arrival of Mythos, OpenAI CEO Sam Altman announced GPT-5.5-Cyber , a model specifically tailored for cybersecurity . OpenAI on Thursday allowed limited access to GPT-5.5-Cyber to vetted cybersecurity teams. The controlled rollout of Mythos, part of a security measure called Project Glasswing , was to give the corporate world time to gird its cyber defenses against a coming onsl...

(RTTNews) - United-Guardian Inc (UG) released earnings for its first quarter that Increased, from last year

今年五一假期刚过，整个智能手表市场就迎来了一次“地震”。 Apple Watch Series 11“教育优惠”后2699元起 5月8日上午，苹果方面宣布，将Apple Watch纳入“教育优惠”。这也是Apple Watch自2014年初代发布以来，首次进入“教育优惠”范畴。 教育优惠与其说是促销，更像是企业责任 何谓“教育优惠”？用苹果方面的话来说，重视教育是他们的核心价值观之一。基于这一理念，苹果常年为高校学生和教育工作者提供优惠价格。 最重要的是，苹果的“教育优惠”不像大多数电商平台的“XX节”，它没有时间限制，也无需抢券或满减。事实上，这与其说是一种“降价促销”，不如说更像是一种企业履行社会责任、推动教育公平的体现。 苹果的教育优惠在国内可通过支付宝进行身份验证 正因如此，苹果“教育优惠”的力度远大于绝大多数电商平台的优惠，而且不受销售周期的影响，只要被纳入其中的产品、软件或服务，哪怕是在刚刚发售的紧俏期，“教育优惠”都是有效的。它唯一的限制，可能就在于仅针对官网教育商店、Apple Store等官方渠道。 为何是Apple Watch？苹果的算盘打得精明 从结果来说，苹果此次“教育优惠”的调整，自然就意味着高校学生以及所有教师群体购买Apple Watch时，能省下不少预算。 在此之前，苹果的“教育优惠”主要限于以Mac、MacBook、iPad为主的电脑类硬件，以及软件和服务产品。那么为何苹果会将Apple Watch纳入“教育优惠”呢？要回答这个问题，就需要来看看市场数据了。 在IDC、Counterpoint、Canalys公布的2025年全年和2026年第一季度智能手表行业统计数据中显示，2025年全年，Apple Watch在全球的总出货量大约为3950万台-4110万台之间，占智能手表产品整体出货量的23%，行业排名第一。 请注意，这个“整体出货量”包括了最低仅数百元、无扩展能力、硬件性能也十分有限的那些“轻智能手表”。如果排除掉轻智能手表，仅看高性能、可扩展的“全智能手表”市场，那么Apple Watch在2025年的市占率会达到36%以上，呈现出“压倒性”的优势。 不过到了2026年第一季度，由于新品已上市数月，再加上行业周期性波动的影响，哪怕是Apple Watch，出货量也出现了大约18%的降幅。 很显然，这时候将Apple Watc...

The global AI in oncology market is poised to surge from USD 5.40 billion in 2026 to USD 49.53 billion by 2036, growing at a CAGR of 24.8%, according to a detailed report. This growth is driven by precision medicine and intelligent diagnostic advances. Segmented by component (software, hardware, services), cancer type (breast, lung, prostate, others), and application (diagnostics, treatment planning, drug discovery), the market thrives on AI innovations. North America leads the market, while Asi

Wendy's ( WEN ) declares $0.14/share quarterly dividend , in line with previous. Forward yield 8.06% Payable June 15; for shareholders of record June 1; ex-div June 1. See WEN Dividend Scorecard, Yield Chart, & Dividend Growth.

去年，多家上市险企都交出了一份“连创新高”“历史最好”“满堂红”的完美成绩单。 而最近，在中国保险行业协会近乎明牌的背景下——2026年一季度，保险业实现保费收入2.31万亿元，同比增长6.2%， 虽然五大上市险企业绩整体好于预期，但却也出现了一定的波动和分化现象。 比如同期，新华保险实现原保险保费收入834.96亿元，同比增长14.0%，但营收却同比下滑了33.74%，而净利润则同比增长了10.5%； 中国太保营收同比下滑1.25%，归属净利润同比增长4.3%。 中国人寿营收同比下滑15.33%、归属净利润同比下滑32.28%； 中国人保营收同比下滑5.14%，归属净利润同比下滑31.4%…… 虽然在新会计准则的影响下，险企的营收本就容易出现较大波动，但如今净利润的变化却不得不让人关注： 保险业刚刚才迎来了一个结构性的黄金爆发期，怎么现在就又出现变化了？ 上市险企们还值不值得进一步投资加码？ 带着这些问题，我们不妨以本轮起飞最成功的新华保险为切入点，来一探究竟。 险企盈利大年的逻辑变了吗？ 从宏观面上看，本轮险企业绩爆发的逻辑很明确： 一是负债端，过去两年，国内利率不断下调，银行定期存款利率普遍进入“1”时代，5年期大额存单更是被大面积下架。 在此背景下，虽然保险产品的预定利率也在调降，但相比之下，“保证利率+红利分享”的模式，对大额资金依然保持着较大吸引力。 并且随着净息差的收窄，银行本身也需要借助代销保险等产品服务，以增加中间业务收入，所以双向奔赴下，就在很大程度上推动保险成为了存款搬家的“第一站”。 二是资产端，在过去央行多轮降息引导，十年期国债收益率下滑的影响下，保险业的“压舱石”——固定收益类资产逐渐缺乏动力，那么提升权益类资产配置比例就成了险企们抵御利率下行、增厚投资回报的必然选择。 而恰逢，2025年港股、A股活跃度持续走高，上证指数、深证成指、创业板指和恒指均实现不同程度的大涨，这自然就带来了险企投资端的亮眼表现，对净利润的提振作用显著放大。 反映到财报中，天眼查APP显示：2025年，新华保险实现原保险保费收入1958.71亿元，同比增长14.9%；长期险首年保费收入577.82亿元，同比增长48.9%，其中，长期险首年期交保费372亿元，占比64.4%，同比规模增长36.7%。 同时在最能衡量寿险公司未来价值和增长潜力的核心指标方面——内含价值...

(Atlantic) The lyrics may argue the dancefloor is dead, but this funny, wilfully plasticky new single isn’t the total about-turn from Brat that fans expected Last month, Charli xcx began the media campaign for her seventh studio album by giving an interview to Vogue magazine. The ensuing feature caused an impressive degree of online consternation, not because the 33-year-old star had said anything particularly controversial, but because she had suggested that the follow-up to 2024’s Brat would sound markedly different to its predecessor. “If I’d made another album that felt more dance-leaning, it would have felt really hard, really sad,” she said, not unreasonably declining to chase Brat’s vast success by attempting to replicate it. (Although, in fairness, you could have probably worked that out from House, the noisy, experimental collaboration with John Cale she released at the end of last year as the first single from her soundtrack to Wuthering Heights.) She also played the interviewer a track that contained both “heavily processed guitars” and the lyrics “I think the dancefloor is dead, so now we’re making rock music”: Vogue duly ran with the idea, trumpeting Charli xcx’s “rock reinvention” in both the headline and on its cover and other news outlets picked up on the story – “CHARLI XCX CONFIRMS ROCK ALBUM”. What one journalist tactfully called “heated discourse online from some fans and artists within the music industry” followed, eventually prompting the singer to respond, posting “a video of me making a song called Rock Music that is not actually rock music which is funny because I never said I was making a rock album”. Continue reading...

格隆汇5月8日｜伊朗迈赫尔通讯社：伊朗锡里克（靠近霍尔木兹海峡）传出爆炸声，原因不明。

美伊在霍尔木兹海峡交火后，布伦特原油一度飙升至接近103美元，随后回落至约100美元，而英国航空母公司IAG警告称，今年燃料成本可能升至90亿欧元。 责任编辑：张俊 SF065

Chinese artificial intelligence high-flier DeepSeek is expected to close its first external financing round soon, boosting its valuation to up to US$50 billion, according to three people familiar with the matter, as the country’s marquee state-backed investment vehicle joins in bankrolling what is seen as a national technology champion. The round was being backed by a group of state-linked investors, including AI-focused affiliates under the third phase of the China Integrated Circuit Industry...

天职和容诚均为本土大型会计师事务所，其中天职为五粮液2024年、2025年年报和内控审计机构 公开信息显示，天职和容诚均是总部位于北京的本土大型会计师事务所，收入排名可进入行业前十位，2024年经审计的收入总额均约为25亿元。图：视觉中国 【财新网】 2026年5月8日，财政部、中国证监会与香港会计及财务汇报局公布了增补从事H股企业审计业务的2家内地会计师事务所名单。最终，天职国际会计师事务所、容诚会计师事务所（下称“天职”、“容诚”）中选，而同期申报的中审众环会计师事务所和中兴华会计师事务所未入围。 财政部、证监会联合表示，增补两家内地所从事H股企业审计业务，对于降低内地企业在港上市成本、推动两地资本市场互联互通、促进香港融入国家发展大局具有积极而深远的意义，将有助于进一步深化内地与香港会计交流合作，推动两地会计行业共同发展。

精神航空公司（Spirit Airlines）开始有序关闭，出租方收回了其90多架飞机中的大部分，该公司正寻求将28架自有A320系列飞机、登机口和起降时刻变现；在一桩过失致死诉讼之后，法律 scrutiny加剧，此次关闭导致宾夕法尼亚州拉特罗布等机场失去了商业航班服务。 责任编辑：张俊 SF065

Tencent and Alibaba face rising AI costs, cloud margin pressure, and tougher competition after DeepSeek's V4 model launch.

怪物饮料美股盘前涨超10%，现报84.11美元。

Earnings Call Insights: McEwen Inc. (MUX) Q1 2026 Management View CEO Robert McEwen positioned the quarter as a turning point, saying, "We generated net income of $33.4 million or $0.56 per share," and added, "This is a significant turnaround and reflects our improving operational performance, higher gold and silver prices and a more disciplined execution." McEwen reiterated the long-dated production plan and balance sheet posture: "We are scaling the company to 250,000 to 300,000 gold equivalent ounces GEOs per year by 2030, while maintaining a strong balance sheet," while framing the approach as internally funded: "We are advancing our multi-asset growth strategy with internal funding positioning the company to nearly double production while minimizing dilution." On pipeline visibility in Canada, McEwen said, "Initial production is expected in late '26 and commercial production starting next year" at Stock, and added that Stock plus Grey Fox "are targeted to deliver 75,000 to 90,000 gold equivalent ounces annually by 2030." On Tartan, he cited the updated resource and restart ambition: "We're targeting initial production of 30,000 ounces per year with the potential to reach 45,000 to 55,000 ounces per annum." CFO Perry Ing tied earnings and liquidity to operating leverage and accounting changes: "We earned $0.56 a share basic and $0.47 a share fully diluted," and noted, "Our cash balance at the end of the first quarter was $57 million versus $51 million at the beginning of the year." Managing Director Michael Meding quantified Los Azules funding needs and timetable: "The total financing cost from FID to full operation is approximately $4 billion," and outlined the targeted schedule: "Our objective is to reach final investment decision by the year-end of 2026 with construction commencing in early 2027, obviously, subject to project financing and customary approvals." Outlook Management reiterated a 2030 operating scale-up anchored by multiple assets, with CEO McEwe...

Key PointsUnion Pacific is one the best-run railroads.

If you put $10,000 into Lucid Motors (NASDAQ: LCID) stock at its peak in February 2021, you would have just $120 today -- a decline of 99%. This horrifying crash highlights the risks involved in betting on speculative and unprofitable disruptors. That said, Lucid may be down, but it isn't out. And the lower price tag gives investors an opportunity to bet on a rebound. Let's dig deeper to decide if new model releases, an exciting robotaxi partnership with Uber Technologies , and continued support from the Saudi Arabian government can help Lucid bounce back and start creating sustainable shareholder value over the next few years. Lucid's first-quarter earnings highlight its complicated operational situation. The good news is that production volume jumped 149% year over year to 5,500 vehicles. And this trend was driven by the ramping up of capacity at its Arizona manufacturing plant and the rollout of the new Gravity SUV, which has significantly expanded its addressable market. Continue reading

Companies like Whoop are betting billions that consumers want less tech, not more— and the strategy is paying off in a massive way.

美国股指期货上涨0.3%至0.6%，交易员密切关注美伊再度冲突。美国4月新增就业11.5万人，4月失业率维持在4.3%。油价徘徊在100美元附近，Akamai Technologies在获得18亿美元的AI基础设施承诺后股价跳涨。 责任编辑：张俊 SF065

OpenAI Valuation Doubts Loom As Softbank Scales Back Margin Loan SoftBank Group's abrupt scaling back of a planned $10 billion margin loan backed by its roughly 13% stake in OpenAI - now targeting as little as $6 billion - reveals deepening lender unease over the AI giant’s $852 billion post-money valuation set in March 2026 . The move follows earlier $40 billion bridge financing and comes amid reports that OpenAI missed internal revenue and weekly-active-user targets earlier this year. While the loan itself is SoftBank’s problem, the episode carries real risks for OpenAI. The clearest danger is a loss of valuation momentum (a down-round!). Reuters reports that lenders, including banks and private-credit funds, balked at assigning reliable collateral value to unlisted shares in a company whose secondary-market demand has already cooled . With sellers reportedly outnumbering buyers and rival Anthropic drawing stronger interest, the episode reinforces perceptions that OpenAI’s headline valuation may be frothy. This could make future capital raises more expensive or dilutive, especially if OpenAI needs additional funding to service its enormous compute commitments - estimated in the hundreds of billions over the next few years. An anticipated IPO, once seen as straightforward at premium multiples, might now face haircuts or heavier scrutiny from public-market investors wary of missing-growth signals. SoftBank’s own leverage adds indirect pressure. The Japanese conglomerate is one of OpenAI’s largest backers and has layered significant debt atop its AI bets. Should credit markets tighten further or OpenAI’s performance lag, SoftBank could face margin calls or be forced to sell secondary shares - flooding an already thin market and driving down perceived value. That, in turn, might erode employee and partner confidence, complicate talent retention in a hyper-competitive sector, and chill the broader AI investment narrative that has sustained OpenAI’s sky-high spending. W...

香港駐倫敦經貿辦行政經理袁松彪被控違反《英國國安法》，被裁定協助外國情報機關罪名成立。在北京，外交部批評英方，以「莫須有」罪名拘捕和起訴在英中國公民，濫用法律。 外交部發言人林劍指出︰「中方已經多次就有關案件表明了有關立場，英方以莫須有的罪名抓捕和起訴在英的中國公民，濫用法律，操弄司法程序定罪，公然為反中亂港分子站台，對中方進行無理指控和污衊抹黑，是典型的政治鬧劇，中方對此予以強烈譴責和堅決反對，已向英方提出嚴正交涉。我們敦促英方糾正錯誤做法，停止反華的政治操弄，停止為反中亂港分子撐腰打氣，維護中英關係來之不易的良好發展勢頭。」

格隆汇5月8日｜意大利中国商会5月8日发布关于欧盟《网络安全法》修订草案的声明。其中提出，欧盟委员会于2026年1月20日提出《网络安全法》修订草案，拟大幅扩展其适用范围，并在网络安全、供应链安全、去风险名义下，摒弃技术中立原则，引入极具主观随意性的“非技术风险”因素和多项泛安全化不合理措施，特别是认定“网络安全关切国家”和“高风险供应商”名单，在多个关键领域针对“高风险供应商”引入强制性、有时限的排除措施。意大利中国商会对此高度关注，对不合理措施坚决反对。

Perdoceo Education ( PRDO ) declares $0.15/share quarterly dividend , in line with previous. Forward yield 1.74% Payable June 12; for shareholders of record June 1; ex-div June 1. See PRDO Dividend Scorecard, Yield Chart, & Dividend Growth. More on Perdoceo Education Perdoceo Education Corporation (PRDO) Q1 2026 Earnings Call Prepared Remarks Transcript Perdoceo Education Offers Upside Potential Amid Growth Prospects Perdoceo Education: A Free Cash Flow Stock The Market Is Missing Perdoceo forecasts 2026 adjusted EPS of $3.05-$3.16, driven by retention and marketing investments Perdoceo Education Non-GAAP EPS of $0.90 beats by $0.06, revenue of $221.7M beats by $3.27M

格隆汇5月8日｜贝莱德投资组合经理Jeffrey Rosenberg表示，强劲的非农就业数据与疲弱的时薪增速之间存在一种“权衡取舍”。从更广泛的角度来看，这份报告实际上并未释放任何重大变化信号，对美联储而言依然是“维持现状”。从更宏观的层面来看，当前宏观经济数据已经“被AI主题主导”。“当我们观察GDP数据和支出情况时，驱动因素已经不再主要是消费，而更多是资本开支。而再看金融市场时，真正重要的也更多是AI所带来的影响。”

EU regulators said Google's current proposal does not fully address Digital Markets Act concerns.