Indian billionaire Mukesh Ambani's ‌Reliance Jio Platforms has ‌pivoted to a pure fundraise ​for its planned Mumbai listing, dropping earlier plans that would have allowed some ‌shareholders to ⁠exit, two sources said. "Given the uncertainty in ⁠markets due to the situation in West Asia, ​investors have ​chosen ​to stay invested ‌in the company rather than use the IPO as an exit opportunity," one of the sources said. Ambani's ‌Jio Platforms, which ​houses the ​world's second-largest ​telecom company by ‌users after China ​Mobile, counts ​Meta, Google and Vista Equity Partners among its ​investors.

Mukesh Ambani's Reliance Jio Platforms has pivoted ‌to a pure fundraising for its planned ‌Mumbai listing, selling a 2.5% stake in the offering and dropping ​earlier plans that would have allowed some shareholders to exit, two sources said. Indian billionaire Ambani's Jio Platforms, which owns the world's second-largest telecom company by users after China ‌Mobile, counts Meta, ⁠Alphabet's Google and Vista Equity Partners among its investors. The firm earlier held discussions ​with its ​foreign investors for each ​to sell 8% of ‌their individual holdings in the IPO, Reuters previously reported.

格隆汇5月11日｜针对目前多家新能源车企宣布涨价情况，乘联分会秘书长崔东树分析认为，从整体车市格局看，高端车企盈利空间相对充足，毛利率普遍维持在20%以上，盈利承压较弱，并无主动调价的诉求；反观中低端车企，行业竞争持续加剧、市场容量逐步收缩，此类车企大范围涨价的可能性低。从成本端看，动力电池出口价格同比呈下行趋势，未出现抬升迹象；仅国内电池价格小幅上行，对车企形成一定成本承压。加之大量全新车型以低定价切入市场，进一步压缩存量车型盈利与调价空间，致使多数车企涨价仅停留在舆论层面，实际落地难度极大。

Prime Minister Narendra Modi has called on Indians to avoid buying gold for at least a year to preserve foreign-exchange reserves, a surprising appeal in a country where the metal plays a vital role in savings, weddings and religious festivals. “For a year, be it any function, we shouldn’t buy gold jewelry,” Modi said on Sunday, as he also asked citizens to cut fuel use and unnecessary overseas travel. India spends a lot on importing gold into the country, and people should refrain from non-essential purchases, he said. The unusual request underscores how the war in the Middle East and the resulting energy shortages are widening India’s trade deficit and weakening the rupee. Gold constitutes the largest share in India’s import bill after oil, and the country is the world’s second-largest importer of bullion. Read: Modi Urges Indians to Conserve Fuel, Curb Costly Oil Imports The extent to which Indians will heed Modi’s request remains to be seen. The precious metal runs through nearly every aspect of economic and cultural life in the country. Many Indians favor it for savings, while it’s seen as auspicious to buy it for weddings and during festivals. Local jewelry maker stocks fell on Monday, though. Titan Co. , India’s biggest jeweler, lost as much as 6.6% in Mumbai. Senco Gold Ltd. and Kalyan Jewellers India Ltd. were down as much as 10.8% and 9.5%, respectively. Indian banks have recently struggled to import gold due to administrative bottlenecks, with the disruptions likely supporting India’s trade balance in April

Malaysia state pension fund Kumpulan Wang Persaraan Diperbadankan has appointed former banker Jay Khairil Jeremy Abdullah as its new chief executive officer effective May 20, it said in a statement on Monday. Jay Khairil, who was previously CEO at state-owned Bank Simpanan Nasional , has three decades of experience in the banking and financial services sector, KWAP said. He will advance KWAP’s mandate as Malaysia’s pension fund for government workers through disciplined investment, sound governance and long-term institutional stewardship, the fund said. He replaces Nik Amlizan Mohamed , who left KWAP in March after leading the fund since 2020. KWAP’s fund size was at 186 billion ringgit ($47 billion) as of 2024.

乘联分会秘书长崔东树今日表示，若实现行业规模持续扩张，必须重点布局发展经济型电动车，尤其是A00级纯电动车型，这类车型将成为市场规模增长的核心支撑力量。从全球汽车产业发展趋势看，经济型电动车已占据重要战略地位。立足国内市场，有必要加快建立经济型电动车行业标准，系统性推动经济型车型发展，以此拉动国内汽车市场整体销量扩容。（财联社）

格隆汇5月11日｜日本2年期国债收益率升至1.380%。

格隆汇5月11日｜欧洲央行副行长金多斯抨击德国政府反对意大利裕信银行收购德国商业银行，并警告称，这种对跨境交易的干预违背了欧盟单一市场的精神。金多斯表示：“如果各国政府一方面表示支持储蓄和投资联盟，另一方面又说‘不，我们反对这项具体交易’，那么他们就很难再辩称自己支持储蓄和投资联盟了。”金多斯在下个月即将结束其八年任期前的最后一次采访中表示，德国“非常分散的银行业”需要进行现代化改造，因为该国正在应对“巨大的”经济挑战。

格隆汇5月11日｜Omdia研究显示，欧洲的卫星直连设备（D2D, direct-to-device）连接技术正从概念阶段迈向早期商业化阶段。尽管整体市场仍处于早期发展阶段，但增长势头正在增强：截至2026年3月，超过五分之一（22%）的欧洲移动网络运营商已启动、试点或宣布与D2D卫星相关的合作伙伴关系。这一活跃程度表明，D2D有望成为未来移动服务组合中的重要组成部分。

格隆汇5月11日｜据每经，根据OpenRouter最新数据测算，上周（5月4日至5月10日）全球AI大模型总调用量为25.7万亿Token，较此前一周增长7.5%，连续三周上涨。其中，上榜的AI大模型中，中国AI大模型周调用量达7.941万亿Token，规模与前一周基本持平；同期美国AI大模型周调用量为3.76万亿Token，环比上涨14.41%。从数据对比来看，中国大模型周调用量已达到美国的2.11倍，连续两周实现反超并稳居全球首位。

Carnival ( CCL ) declares $0.15/share quarterly dividend , in line with previous. Forward yield 2.27% Payable May 29; for shareholders of record May 18; ex-div May 18. The company has now announced a dividend of $0.15 for two consecutive quarters. See CCL Dividend Scorecard, Yield Chart, & Dividend Growth. More on Carnival Carnival's Core Business Is Cruising - Initiating With A Buy Carnival: Near-Term Fuel Risks Mitigated By Promising FY2029 Guidance The Carnival Stock Price Plunge Is An Opportunity Travel stocks move higher as oil tumbles on US.-Iran deal talks Oil slump fuels travel sector rally; airlines and cruise stocks outperform

格隆汇5月11日｜晨星(Morningstar)分析师Jing Jie Yu在最近的一份报告中表示，作为全球第二大存储芯片制造商，SK海力士的DRAM和NAND这两种主要存储芯片类型的价格可能会在2027年见顶。晨星预计，该公司的营业利润率将从2025年的48.6%扩大到2026年的75.7%和2027年的77.3%。该机构预测，SK海力士的股息将从2025年的每股3,000韩元提高到2026年的15,000韩元和2027年的16,000韩元。

一、【早盘盘面回顾】 财联社5月11日讯，市场早盘震荡走强，沪指站上4200点，创业板指大涨突破3900点，为2015年6月16日以来新高。科创50指数创历史新高。黄白线分化明显，权重股走势较强。沪深两市半日成交额2.31万亿，较上个交易日放量3394亿。盘面上热点快速轮动，全市场超2900只个股上涨，连续4个交易日超百股涨停。从板块来看，算力硬件方向走强，存储芯片概念集体爆发，同有科技、普冉股份双双20cm涨停。液冷服务器概念盘中持续走高，冰轮环境、大元泵业、英威腾、博杰股份、海鸥股份涨停。CPO概念表现活跃，源杰科技续创历史新高。先进封装概念盘中震荡拉升，长电科技涨停，续创历史新高，总市值逼近1000亿。下跌方面，港口航运概念集体调整，国航远洋、招商轮船、招商南油纷纷下挫。截至收盘，沪指涨0.94%，深成指涨2.13%，创业板指涨3.03%。 个股来看，今日早盘涨停数量为71家（不包括ST及未开板新股），封板率77%，连板股数量为18家，福达合金5连板，波导股份、大唐发电4连板，通鼎互联、宝鼎科技、红板科技、泰晶科技、山东玻纤3连板 半导体芯片产业集体爆发，存储芯片再度领涨，同有科技、普冉股份、澜起科技、深科达涨停，精智达、江波龙、矽电股份等涨超10%。 中信证券研报指出，3月以来存储价格再度上调，证明存储行业景气度维持高位，供不应求将持续至2027年，涨价贯穿2026年全年，坚定看好存储产业趋势。从业绩来看，存储芯片产业未来业绩有望整体受益，其中35家公司2026年一致预测净利润增幅超过20%，30家公司2027年一致预测净利润增幅超过20%。 半导体设备、先进封装同样走强，长川科技、长电科技等涨停，矽电股份、耐科装备、富乐德、京仪装备、拓荆科技、北方华创、金海通等涨幅靠前。 消息面上，在日前举办的2025年度、2026年第一季度业绩暨现金分红说明会上，长电科技公司高管介绍2026年公司上调了固定资产投资预算至100亿元，主要用于先进封装产线建设以及主流封装产能扩展。此外，根据IDC 4月预测，2026年全球半导体市场规模将达1.29万亿美元，同比增长52.8%。 光通信反复活跃，通鼎互联、光电股份、天通股份、大唐电信等涨停，炬光科技，太辰光、永贵电器、中瓷电子、致尚科技等涨幅居前。 全球AI产业正经历深刻变革。海外微软、谷歌、亚马逊、Meta等巨头持续上修资...

格隆汇5月11日｜消息人士：印度信实JIO平台计划在即将进行的首次公开募股中发售约2.5%的股份。

Broadcom (NasdaqGS:AVGO) is reportedly in advanced talks with private credit firms, including Apollo Global Management and Blackstone. The company is seeking a record $35b to $55b financing package to support AI chip development and long term supply agreements. The funding would back Broadcom's custom AI chip commitments with major clients such as Google, Anthropic, Meta, and OpenAI. If completed, this would be the largest private credit transaction on record for a technology related...

财联社5月11日讯（编辑 刘靖怡） 全球最大石油生产商沙特阿美（Saudi Aramco）公布数据，第一季度净利润同比增长25%，东西向输油管道弥补了美以伊战争引发的石油产能压缩。 该集团周日提交给沙特证券交易所（Tadawul）的文件显示，在截至3月底的三个月内，净利润从上年同期的956.8亿沙特里亚尔（约合255亿美元）增至1,200亿里亚尔（约合320亿美元），同比增长25%；经调整后净利润升至1,259.7亿里亚尔（约合336亿美元），同比增长26%。 同时，第一季度公司总营收达到4,331亿里亚尔（约合1,154亿美元），高于去年同期的4,056.5亿里亚尔（约合1,081亿美元），主要得益于原油、精炼油及化工产品的价格和销量均有所上涨。 该集团称，第一季度资本支出为121亿美元，不仅支持了其自身增长目标，而且也为国内和国际的能源供应提供了额外的灵活性。 另外，由于伊朗反复封锁霍尔木兹海峡，沙特已将出口转向其西海岸。 沙特阿美总裁兼首席执行官Amin Nasser强调，东西向输油管道已达到每日700万桶的满负荷运力。该管道被证明是有助于缓解全球能源危机的重要供应动脉，为受霍尔木兹海峡停摆冲击的客户提供了关键支撑。 实际上，沙特与其他海湾国家一样，遭遇了伊朗对其能源基础设施的多轮攻击，包括东西输油管道上的泵站、Khurais和Manifa油田的生产设施，以及朱拜勒、拉斯塔努拉、延布和利雅得的炼油厂等，损毁严重。 受袭最严重的设施之一是朱拜勒的萨托普（Satorp）炼油厂。该设施由沙特阿美与道达尔能源合资运营，日处理能力达46.5万桶，是全球最大的出口炼油平台之一。 同样遭到袭击的还有沙特最大的炼油厂——拉斯坦努拉（Ras Tanura），日处理能力约为55万桶，遇袭后被迫关停16天才恢复生产。 东部省朱艾迈（Juaymah）的加工厂也成为攻击目标，导致液化石油气和天然气出口中断。 Nasser表示，尽管与地缘政治局势有关的不利因素将持续存在，沙特阿美将专注于其战略优先事项，并利用国内基础设施和全球网络来应对干扰。

格隆汇5月11日｜大信证券分析师Ryu Hyung-keun周一表示：“在AI推理快速增长之际，全球市场正在重新评估存储半导体的价值。”Ryu Hyung-keun说：“这不是一次性事件，而是一个新时代的开始。“他将SK海力士的目标价上调47%至250万韩元，相当于1,710美元。该股最新报1,887,000韩元，上涨12%。

(Bloomberg) -- Alphabet Inc. is planning to issue yen bonds for the first time in a move that may help fund investments as artificial intelligence competition intensifies.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’Inside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyDrone Hits Ship Near Qatar as US Awaits Iran Peace Plan ResponseJudge to Review Musk, SEC Settlement Deal in Twitter Stak

AMD's 2nm defection to Samsung dents TSMC's AI grip digitimes

hapabapa NHS England has granted external staff from companies including Palantir ( PLTR ) “unlimited access” to identifiable patient data while working on a part of its flagship data platform, the Financial Times reported, citing an internal briefing note. The current practice requires any individual working with the National Data Integration Tenant to apply for clear data access for specific data sets: FT. “The NHS has strict policies in place for managing access to patient data and carries out regular audits to ensure compliance,” an NHS England spokesperson told the FT. “Anyone external requiring access must have government security clearance and be approved by a member of NHS England staff at director level or above”. More on Palantir Palantir's Pullback Hides A Massive Transformation Palantir: When Growth Is No Longer Enough Palantir's AI Control Layer Is Emerging Notable analyst calls this week: PLTR, GFS and DVN among top picks Earnings Scoreboard: 82% of firms post Y/Y earnings growth, 88% of S&P 500 reporting firms top EPS estimates

【有線新聞】英國首相施紀賢在演講稱若工黨議員發起黨魁選舉，他會接受挑戰，又指明白工黨在地方選舉受重挫令民眾失望，但他不會一走了之。 施紀賢：「我們不僅面臨危險時代，更是面對危險對手，非常危險的對手。我知道民眾對英國現況感到失望、對政治失望，有人甚至對我失望，我知道有人質疑我，我需要並且會證明他們是錯的。」施紀賢稱工黨會兌現承諾改革，強調政府將重建與歐洲的關係，讓英國成為歐洲核心，在經濟、貿易、國防等方面變得更強大。 同屬工黨的議員衛倩婷表示施紀賢的聲明來得太遲，但她未有繼續威脅在現時發起黨魁選舉，只是要求施紀賢制訂離任時間表，並需在9月底之前選出新黨魁，自己正收集支持這項安排的黨友名字。分析指出衛倩婷此舉等同作出退讓。

它们都曾经伟大过，但在未来岔路口作出了截然不同的判断。 美伊谈判起伏跌宕，美国总统特朗普在自媒体上的言论更是斑斓多彩，金融市场中的好事者从TACO到NACHO编造出各式交易主题，不变的是美股升势，韩股、台股更是暴涨。资金从银行账户流向股票账户和ETF，投资气氛热烈。油价回落、就业改善、盈利强劲，支持美股连创新高，债市则审慎向上。恐慌指数恢复平静，美元指数转弱，油价跌、金银涨，大宗商品走强，日元在干预声中升值。 美国4月份非农就业数据连续两个月明显超出分析员预期，就业增加11.5万。过去两个月新增就业，是2024年以来最强劲的劳工市场表现，看来就业已经摆脱了去年几乎零增长的趋势。细分看，不仅医疗健康行业持续亮丽，交通物流、零售均有反弹，之前偏弱的建筑、休闲酒店也有起色。当然建筑业的增长来自数据中心，而非传统的房地产或产业投资。 连续两个月的就业回暖，仍有数据修正的风险，但似乎在确认劳工市场最坏时间已经过去。50岁以上人群和25岁以下人群找工作依然困难，但核心年龄层的就业情况不差。整体市场劳工需求不算火爆，但已进入了稳定期，可以对经济和消费提供支持。 笔者关注的时薪增长环比0.2%，不如预期，更跟不上目前的通胀脚步，是本期就业数据中的弱项，也再次印证美国K形经济发展格局。在股市挣到大钱的人继续消费，没有投资能力的低收入家庭则饱受生活成本上涨的冲击。这些人的购买力不足以影响消费大局，却握有大量选票来冲击中期选举。 就业形势趋稳，让即将上任美联储主席的沃什短期降息压力减小，市场更相信近期降息的可能性不高。以目前的物价形势和就业状况，美联储缺乏理据和动力下调利率，以不变应万变估计是沃什的起势。笔者认为，下一个利率动作的推出，取决于通胀或者金融市场会否失控，前者主导加息，后者主导宽松。 目前金融市场呈现四个脱钩：战争与股市脱钩、美股与美债脱钩、美元与黄金脱钩、流动性与风险偏好脱钩。四个脱钩之下，全球股市迸发出AI大战油价的局面，过去五周AI完胜，美股迭创新高，芯片公司权重甚高的韩股、台股更显火爆。全球资金在虹吸效应下，上演了一出罕见的资产组合重新配置。 这次risk-on（高风险偏好）是有盈利支持的，标普500公司中85%的业绩好过市场预期，记忆芯片需求之大、价格之强令人瞠目，但是这轮疯涨能否持续则见仁见智。预计6月出闸的SpaceX可能吞噬巨大的流动性，美股能不能挺住，将是一...

The European Central Bank will raise interest rates twice this year as the Iran war drives inflation higher, a Bloomberg survey showed. Economists see quarter-point hikes in both June and September, aligning more closely with market expectations for at least two moves this year, according to the May 4-7 poll. The last round only envisaged one increase in the deposit rate, which is currently at 2%. Inflation, meanwhile, is predicted to quicken to 2.9% this year from 2.8% in the last survey . Analysts expect it to ease to 2.1% in 2027 and meet the ECB’s 2% goal in 2028. ECB officials have held fire on hikes so far as they assess the economic damage caused by the conflict in the Middle East. Executive Board member Isabel Schnabel said last week that monetary policy must be tightened if the energy shock broadens. Whether the Strait of Hormuz is open will be the key factor at June’s meeting , according to outgoing Vice President Luis de Guindos , who called the current level of uncertainty “brutal.” There’s only a slim majority predicting September’s hike and the survey suggests a cut will arrive next March. That’s partly because of souring economic prospects. Analysts lowered their expectations for growth in 2026, to 0.8% from 0.9% before. They then see the euro zone expanding by 1.3% in 2027 and 1.5% in 2028. Schnabel Says ECB Will Need to Hike If Energy Shock Broadens ECB’s Guindos Says Status of Hormuz Will Be Key for June Meeting ECB’s Cipollone Says Likelihood of Interest-Rate Hike Rising

MF3d Cerebras Systems ( CBRS ) is set to raise the size and price of ‌its initial public offering as soon as Monday, as demand for the artificial intelligence chipmaker's shares continues to climb, two people familiar with the matter told Reuters on Sunday. The company is considering a new IPO price range of $150-$160 a share, up from $115-$125 ​a share, and raising the number of shares marketed to 30 million from 28 million, the report said. At the ⁠top of the new range, Cerebras ( CBRS ) would raise roughly $4.8B, up from $3.5B under its original terms, though ​the figures remain subject to change before pricing, the people said. Cerebras' IPO has drawn orders for more than 20 times the number of shares available, the people said, as the chipmaker looks ​to manage surging interest ahead of its May 13 pricing. Cerebras filed for its initial public offering last month, after it signed a pair of significant deals with OpenAI ( OPENAI ) and Amazon Web Services ( AMZN ). More on Cerebras Systems Inc. Wall Street Brunch: IPOs Headline The Week's Show Wall Street Lunch: AI Chipmaker Seeks $3.5B In IPO, Eyes $26.5B Valuation Cerebras: Trying To Disrupt Nvidia's Inference Monopoly Cerebras Systems plans to raise IPO price range - Bloomberg Cerebras Systems aims to raise $3.5B in blockbuster IPO

寧德時代(03750.HK)逆市升2% 里昂：目前「淡季」是在下一波催化劑來臨前佈局良機 AASTOCKS.com

Wang Ping A prestigious Chinese university has stripped a prominent dean of his post and fired a lead researcher after an investigation confirmed intentional data fabrication in a highly touted cancer study published in the journal Nature. On May 6, Tongji University announced the dismissal of Wang Ping from his role as dean of the School of Life Sciences and Technology, alongside the termination of lead author Jin Jiali for severe academic misconduct. The fraudulent findings were published in Nature and had been described by the research team as the culmination of “a decade in the making.” The paper endured nearly a year of intense scrutiny from independent scholars before authorities officially confirmed the fraud.

羅馬網球精英賽，拉芭堅娜晉級女單16強。 紅色裙的拉芭堅娜，首次遇上菲律賓的伊雅娜，世界第2對42，拉芭堅娜四次「破發」，其中第一盤一次，先贏6-4。 伊雅娜第二盤初段造出一次「破發」，但她今場一發得分率只有五成七，未能在發球局佔優。拉芭堅娜一發得分率七成三，第二盤單盤八成二。這位2023年冠軍再贏6-3，成為今季唯一女單球手，在頭六項精英賽都打入16強。 身穿黑白色裙、力爭四度稱后的施維雅迪，在32強輕鬆過關，直落以6-1和6-0，淘汰東道主歌查妮圖。

中国生物制药公告，附属公司正大天晴药业集团股份有限公司与葛兰素史克达成一项独家战略合作，加速bepirovirsen在中国内地的上市进程。根据协议条款，正大天晴将负责bepirovirsen在中国内地的进口、分销、医院准入以及推广和非推广活动，该产品产生的全部销售收入将确认为正大天晴的营业收入。GSK将继续作为药品上市许可持有人(MAH)，负责监管注册事务、质量控制、药物警戒及全球医学策略等工作。根据协议条款，正大天晴将在初始5.5年合作期内，按照约定的供应条款向GSK采购bepirovirsen。此后双方可在协商一致的基础上延长合作期限。根据协议，双方还将有机会就本集团部分正在中国以外市场寻求合作机会的研发管线资产，展开进一步的合作探讨。本次合作将支持双方建立长期合作伙伴关系，并为未来进一步拓展创新资产合作提供良好基础。

格隆汇5月11日｜据21财经，2025年，我国有7个省份实现了人口正增长，广东和浙江成为全国人口增量的第一、第二名，分别增长79万人、31万人，随后是新疆、海南、上海、西藏、宁夏，分别增长16.2万人、7万人、5.15万人、4万人、3万人。人口版图上，广东最引人注目。去年全国共出生792万新生儿，其中广东一省就贡献了100.3万人。这意味着，全国大约每8个新生儿中，就有1个在广东出生，广东连续多年稳坐“第一生育大省”的宝座。