格隆汇5月12日｜委内瑞拉代总统罗德里格斯：我本人从未考虑过让委内瑞拉成为美国的第51个州。

格隆汇5月12日｜据伊拉克媒体：消息人士称，伊朗已指示有意加入伊拉克新内阁的各派武装，不得上缴自身武器。

美国每天有 超 1000 人 新晋成为百万富翁。 如果你也曾梦想成为百万富翁，你并不孤单。对很多人而言，达成这个财富里程碑，意味着真正实现了人生财务成功。 当个人资产达到七位数级别，许多曾因囊中羞涩而困扰你的财务压力，都将迎刃而解。 不过，随着通胀逐年侵蚀美元购买力，如今的百万富翁早已不像过去那样含金量十足。 也正因如此，现在的百万富翁数量比以往更多，普通人跻身这一行列的门槛也变得更低。 下文带你了解目前美国百万富翁的规模，以及普通人如何提升净资产、一步步成为百万富翁。 如今成为百万富翁意味着什么？ “百万富翁” 的定义因人而异。 有人将年收入达到七位数的人称作百万富翁，但 最公认的标准 是： 净资产至少达到 100 万美元 。 即便同属百万富翁圈层，财富差距也极其悬殊。 比如净资产刚好 100 万美元，若日常开销偏高，甚至未必足够安稳退休； 但净资产达到 1000 万、1 亿美元级别，生活状态则完全不同，基本无需再为财务安全担忧。 美国现在有多少百万富翁？ 瑞士 瑞银 《2025 全球财富报告》数据显示： 2024 年美国共有 2383.1 万名百万富翁 。 放眼全球，美国百万富翁数量遥遥领先，占到全球百万富翁总数的近 40%。 全球多国的百万富翁人数都在增长，美国也不例外。 虽然印度、中国等国家的百万富翁增速更快，但美国较上一年仍增长了 1.5%。 换算下来，美国一年 新增约 37.9 万名百万富翁 ，平均每天新增超 1000 人。 值得注意的是，美国不同种族之间财富分配并不均衡。 美国人口普查局数据： 白人户主家庭中，每 5 户就有 1 户净资产超 100 万美元 ； 而黑人户主家庭，这一比例仅为 二十分之一 。 值得效仿的百万富翁理财习惯 没有两个百万富翁的致富路径完全相同，但他们大多拥有一些共通的行为习惯。 想要跻身百万富翁行列，可以借鉴以下这些致富习惯： 尽早投资 时间是复利最大的盟友。越早开始投资，复利就能让资产呈指数级增长。 起步越早，你需要投入的本金反而越少，更容易达成百万净资产目标。 缩减开支 道理看似简单，但每月减少不必要支出，是最快拉近与百万富翁距离的方式之一。 花销越少，可用于投资的资金就越多。 砍掉对生活价值不大的非必要消费；话费套餐、房租等刚性开支，尽量比价议价、争取更优惠方案。 增加收入 现金流有两端：支出和收入。 当开支已经压缩到极...

The poor breadth in the stock market is starting to worry investors. The S & P 500 rose to all-time highs on Monday, climbing above 7,400 as artificial intelligence continued to push the broader index farther above its March low; stocks are up more than 17% since falling to 6,316.91 on March 30. Memory stocks, especially, have been on a tear, with shares of Micron Technology more than doubling, up roughly 140%, over the same span. Take a look at the action beneath the surface, however, and the lack of participation outside of technology is concerning technical analysts. Friday, for example, was the first time over the last 30 years that the S & P 500 closed more than 7% above its 50-day moving average and not even 55% of its components were above their 50-day average, according to BTIG. The 50-DMA tracks near-term trends in a stock price. Usually, the percentage of companies in the S & P 500 that are above their 50-DMAs when the index is more than 7% above its own 50-DMA, has been 86%, on average, BTIG said. On Friday, the S & P 500 was higher by 7.7% on a headline basis, but just 52% of its members topped the same measure. More lows than highs Even more worrying, Friday was only the third time since 1990 that the S & P 500 made a new high when there were more new lows than highs, BTIG found. The two other times both came in December 1999, three months before the dot-com bubble peaked the following March. "Even if the tech/AI price action is justified, there is a difference between tech leading when most stocks are going up, and semis going parabolic when most non-tech stocks are moving sideways or lower," Jonathan Krinsky, chief market technician at BTIG, wrote on Sunday. "Perhaps the market is simply taking its time before we see the long-awaited broadening, but if we keep seeing 52-week lows expand, it's more likely we see tech 'catch-down' as opposed to the average stock 'catch-up,'" Krinsky added. Krinsky isn't the only one noting the market erosion. Jason Goep...

银价单日录得逾7%的大幅涨幅，创下近期最强表现。油价回落与美元走软缓解了此前压制贵金属的宏观阻力，超预期就业数据与AI与光伏驱动的工业需求缺口共同构成推升银价的结构性支撑。 此轮上涨的直接催化剂来自多条线索的同步共振。美元走软叠加油价回调，令此前受通胀预期压制的贵金属重获喘息空间；美国非农就业新增11.5万人，远超市场预期的6.2万人，"经济不弱、通胀可控"的组合为贵金属提供了较为理想的宏观背景。 工业需求的结构性升级是此轮白银行情区别于黄金的核心逻辑。2026年被视为AI数据中心大规模落地的关键年，白银在高性能连接器与半导体封装中的用量超预期增长；同时全球光伏装机量持续维持高位，进一步加剧白银的供需紧张格局。 据华尔街见闻此前文章 《低投机仓、低波动率、潜在追涨资金，白银新一轮突破将至？》 ，资金面上仓位偏低的投机多头与CTA程序化策略的潜在追涨效应，可能进一步放大后续波动。 油价回落与美元走软，宏观压制因素缓解 此轮银价上涨的宏观背景，在于此前困扰贵金属市场的两大压制力量明显松动。 此前，伊朗封锁霍尔木兹海峡推升油价，带动美国PCE通胀率从2月的2.8%跳升至3月的3.5%，市场对美联储政策收紧的预期随之升温，贵金属价格承压。随着近期能源价格回落，这一通胀叙事的支撑明显削弱。 与此同时，美元走软使以美元计价的大宗商品对海外买家更具吸引力，进一步提振需求端预期。两大宏观因素的同步转向，为此次银价的大幅反弹打开了空间。 工业需求支撑叠加就业数据超预期，金银比持续回落 最新非农数据为市场提供了额外支撑。 美国4月非农就业人数激增11.5万 ，远超预期的6.5万，创近一年来最强连续增长。 失业率持平于4.3%，但薪资增速同比放缓至3.6%，缓解了部分通胀担忧。市场普遍认为其对通胀的再度推升作用有限。 经济韧性降低了衰退风险，而温和的就业增长又未触发新一轮通胀忧虑，这一组合历来是贵金属表现较为理想的宏观情景。 工业需求的结构性升级是此轮白银行情区别于黄金的核心逻辑。2026年被视为AI数据中心大规模落地的关键年，白银在高性能连接器与半导体封装中的用量超预期增长；与此同时，全球光伏装机量持续维持高位，进一步加剧白银的供需紧张格局。 两股工业需求叠加，令白银面临结构性供应缺口，并直接推动金银比的持续回落——即在同样的宏观顺风下，白银的涨幅明显超越黄金，市场对白银补涨的预期逐步...

作为伊朗战争影响石油供应的具象化表现，东京时间周一深夜传出消息，日本零食制造商卡乐比（Calbee）因无法确保印刷用的彩色油墨供应，将把旗下多款旗舰商品包装袋改成黑白色。根据公司给出的示例图，这次的改动似乎不只限于黑白印刷，包装袋上的薯片和卡通形象代言都消失了。（财联社）

寧德時代低空經濟深度佈局！峰飛航空正式發佈全球首個海空一體方案 富途牛牛

JHVEPhoto Fortinet ( FTNT ) and Cloudflare ( NET ) are likely to be among the beneficiaries of post-quantum cryptography spending, investment firm BTIG said. Q-Day, or the moment that a quantum computer can break RSA-2048 encryption, is rapidly approaching, with some suggesting it could happen between 2028 and 2029. Additionally, two research papers published in March said the physical qubit requirement may be as low as 10,000, down from 1M, BTIG said. When this happens, the spending for post-quantum cryptography is likely to rise significantly, estimated to be between $3B and $8B by 2030, BTIG added. “Governments are actively investing in adhering to NIST post-quantum standards, while commercial adoption is running ahead of scheduled mandates, primarily in HNDL-vulnerable verticals; Apple iMessage, Signal, and most cloud platforms offer comprehensive post- quantum solutions today, with the goal of achieving end-to-end defensibility on the near horizon,” the analysts wrote in a note to clients. And much of that spending will go to cybersecurity and infrastructure incumbents the firm added, like Cloudflare and Fortinet, as they are already capturing some post-quantum cryptography spending now. “Quantum-oriented equities will likely see technological validation when they are able to run Shor's algorithm successfully,” the analysts explained. “While the exact timing of Q-Day is still being debated, we see cryptocurrency as one area where PQC adoption appears to lag other industries; we see this as a notable call-out given the $2-3 trillion in outstanding assets.” More on Fortinet and CloudFlare Cloudflare, Inc. 2026 Q1 - Results - Earnings Call Presentation Cloudflare, Inc. (NET) Q1 2026 Earnings Call Transcript Fortinet, Inc. 2026 Q1 - Results - Earnings Call Presentation Tech stocks lead Nasdaq with Datadog emerging as highest weekly gainer Cloudflare expects $2.805B-$2.813B 2026 revenue as it shifts to an agentic AI-first model with ~20% workforce reduction

The SPDR S&P 500 Fossil Fuel Reserves Free ETF is seeing unusually high volume in afternoon trading Monday, with over 1.6 million shares traded versus three month average volume of about 148,000. Shares of SPYX were up about 0.3% on the day. Components of that ETF with the

The surge in gasoline prices tied to the Iran war is set to drive U.S. inflation to a three-year high — and it might get worse before it gets better.

You and your ex split a long time ago, and while you may still have to interact with them sometimes if you have children together, you're usually free to live separate lives once the divorce is finalized. You may have gotten some retirement savings from your ex, thanks to a court order. But that's not the only way your former spouse could help you enjoy a more comfortable retirement. They could also be your ticket to larger Social Security checks. Image source: Getty Images. Continue reading

倫敦富時100指數收報10,269點，升36點。 巴黎CAC 40指數收報8,056點，跌56點。 德國DAX指數收報24,350點，升11點。

Suspending the federal gas tax would require an act of Congress. (Image credit: Justin Sullivan)

据半官方的塔斯尼姆通讯社援引接近谈判团队的消息人士报道，伊朗已在其提议中明确了接收被冻结资金的时间框架。 塔斯尼姆称，伊朗坚称，这些资金必须“在一个明确期限内”解冻。 责任编辑：丁文武

Memory stocks climbed as investors bet on tighter supply and stronger chip margins.

Micron Rallies as Memory Chip Shortage Fuels AI Demand TradingView

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Key PointsQuantum computing remains a promising but mostly theoretical technology in 2026.

Qualcom Surges on Bold 2028 Data Center Chip Bet and AI Demand Wave

财联社5月12日讯（编辑 史正丞） 作为伊朗战争影响石油供应的具象化表现，东京时间周一深夜传出消息，日本零食制造商卡乐比（Calbee）因 无法确保印刷用的彩色油墨供应，将把旗下多款旗舰商品包装袋改成黑白色 。 根据公司给出的示例图，这次的改动似乎不只限于黑白印刷，包装袋上的薯片和卡通形象代言都消失了。 卡乐比表示， 这一变化“受中东局势影响”，用于包装的油墨等采购变得不稳定 ，故决定改为更简易的设计。至于“黑白包装”要持续多久，眼下尚没有具体日期。 据悉，卡乐比本月8日已经向零售和批发商发出通知，此次变动将影响14种主力产品，首批将在5月25日发货。消费者最快能在5月底看到黑白包装的卡乐比薯片、虾条和谷物麦片产品出现在商超货架上。 公司对交易伙伴表示：“今后情势若发生变化，可能会产生新的影响，届时可能需要采取追加措施并请求各方配合。” 作为背景，自2月底美国和以色列对伊朗发动攻击以来，霍尔木兹航路受阻已持续近两个半月，造成化工关键原料石脑油短缺，进而影响溶剂和树脂供应——这些都是生产印刷油墨的原料。 对于卡乐比的最新决策，有日本网友表示， 随着超市里的薯片（包装）变成黑白两色，即便是不看新闻的人，也会感觉到“哪里不对劲”了 。 从更宏观的角度来说，随着伊朗战事推高全球通胀，消费者面对的影响恐怕不止是薯片包装袋变得更加黯淡。 日本上市公司龟田制果周一宣布，由于包装材料、食用油等原材料价格及物流费用高涨，将从6月1日起对旗下10种商品通过涨价或减少分量进行变相涨价，预估零售参考价将上涨4%-10%。 这也是公司自去年9月以来的第二轮涨价 。 公司特别强调，本周的涨价并未反映中东局势恶化带来的影响。

Six people were found dead inside a cargo train carriage at a Union Pacific rail depot near the Mexico border in Laredo, Texas, police said. The people were found on Sunday as workers were inspecting one of the cars, said Jose Baeza, a spokesman for the Laredo Police Department. They did not appear to be alive, he said. Police and fire crews arrived at the scene soon after. They confirmed that there were six people dead, including five men and one woman, Baeza told reporters. They were not...

Moby summary of OPAL Fuels Inc.'s Q1 2026 earnings call

Shares in the African telecoms group hit an all-time high after its Indian parent signaled it could consolidate its stake.

Is It Too Late To Consider Broadcom (AVGO) After A 96% One Year Share Price Surge? simplywall.st

Daniel Grizelj/DigitalVision via Getty Images Introduction It has been a while since I last reviewed Viatris Inc. ( VTRS ), when I gave it a Hold rating . It has appreciated by a massive 89% since then, while the S&P 500 ( SP500 ) returned over 16% in the same time frame. With the latest earnings release and the upside potentially priced in, I want to see if my rating still holds or if I need to upgrade the firm. Current Dynamics I’ll first start with the latest earnings, as Viatris posted a strong double beat with revenue coming in at $3.51B, a beat of $150MM, and an 8% Y/Y improvement. On the bottom line, Q1 Non-GAAP EPS came out to 59 cents, a beat of $0.09 and one of the highest levels seen in the recent history of the firm, highlighting one of the cleanest quarters in a while. Looking ahead, the guidance for the full year stands at $14.64B with EPS coming out to $2.44. With that in mind, and with the recent rally, the question is whether anything structural actually changed or if this is just one good China quarter layering over the same underlying issues. First, the GAAP FCF of $348MM is slightly ugly as it translates into a decrease of 29% Y/Y, but excluding transaction and restructuring-related costs, it came out to $459MM. That’s a rather fair number, and it's important to keep pointing at it as the restructuring rolls through 2027 and 2028. Diving deeper into the operation, the greater China area posted an 18% operational growth , which is exceptional in a single quarter, and management has attributed it to cardiovascular strength as Lipitor and Norvasc continue to behave like premium originator brands in China despite being long off-patent. Furthermore, the pivot toward retail and e-commerce channels has been mitigating policy risk on procurement. Though the issue is simply that the China region can give it back just as fast as the CFO commented on policy risk being very dynamic and unpredictable. However, developed markets were a mixed bag as North Ameri...

Alistair Berg Gary Alexander has upgraded CrowdStrike ( CRWD ), citing its resilience amid sector-wide sell-offs, while Jack Bowman reversed his previous skepticism on Block ( XYZ ) following strong Cash App performance. On the downgrade side, Future Stack Investment has moved Sandisk ( SNDK ) to Hold despite record margins, and JR Research suggests waiting on Alphabet ( GOOGL ) as its AI-fueled rally pushes valuations to premium levels. Upgrades CrowdStrike Holdings ( CRWD ): Upgrade to Buy by Gary Alexander . The analyst cites CrowdStrike’s ability to outperform cybersecurity peers during sector-wide sell-offs driven by AI disruption concerns, along with its massive $325 billion total addressable market opportunity where current revenue represents just 2% penetration. “Importantly, in a period when many investors have been concerned about the impacts of a tough macro on enterprise software sales, not to mention the fear surrounding the potential for AI to come in and displace incumbent software platforms, CrowdStrike achieved one point of growth acceleration versus 22% y/y growth in Q3, which in turn lifted from 21% growth in Q2 and 20% growth in Q1.” Block ( XYZ ): Upgrade to Buy by Jack Bowman . The upgrade is driven by Cash App’s impressive 18% year-over-year growth in primary banking actives and confidence in Jack Dorsey’s AI-focused corporate restructuring, though lending risk remains a concern as loss rates climb alongside origination volume. “There's something important to say about leadership when it comes to a company restructure. If anyone can pull this transition off, I actually think that Dorsey stands a good chance...I'm upgrading Block to a Buy based on this change and the pivot in corporate structure.” Downgrades Sandisk ( SNDK ): Downgrade to Hold by Future Stack Investment . The analyst acknowledges Sandisk’s successful transformation into a structural AI storage leader with 78.4% gross margins and $41.6 billion in remaining performance obligation...

Alistair Berg Gary Alexander has upgraded CrowdStrike ( CRWD ), citing its resilience amid sector-wide sell-offs, while Jack Bowman reversed his previous skepticism on Block ( XYZ ) following strong Cash App performance. On the downgrade side, Future Stack Investment has moved Sandisk ( SNDK ) to Hold despite record margins, and JR Research suggests waiting on Alphabet ( GOOGL ) as its AI-fueled rally pushes valuations to premium levels. Upgrades CrowdStrike Holdings ( CRWD ): Upgrade to Buy by Gary Alexander . The analyst cites CrowdStrike’s ability to outperform cybersecurity peers during sector-wide sell-offs driven by AI disruption concerns, along with its massive $325 billion total addressable market opportunity where current revenue represents just 2% penetration. “Importantly, in a period when many investors have been concerned about the impacts of a tough macro on enterprise software sales, not to mention the fear surrounding the potential for AI to come in and displace incumbent software platforms, CrowdStrike achieved one point of growth acceleration versus 22% y/y growth in Q3, which in turn lifted from 21% growth in Q2 and 20% growth in Q1.” Block ( XYZ ): Upgrade to Buy by Jack Bowman . The upgrade is driven by Cash App’s impressive 18% year-over-year growth in primary banking actives and confidence in Jack Dorsey’s AI-focused corporate restructuring, though lending risk remains a concern as loss rates climb alongside origination volume. “There's something important to say about leadership when it comes to a company restructure. If anyone can pull this transition off, I actually think that Dorsey stands a good chance...I'm upgrading Block to a Buy based on this change and the pivot in corporate structure.” Downgrades Sandisk ( SNDK ): Downgrade to Hold by Future Stack Investment . The analyst acknowledges Sandisk’s successful transformation into a structural AI storage leader with 78.4% gross margins and $41.6 billion in remaining performance obligation...

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沙特阿美首席执行官阿明・纳赛尔补充称，本轮危机期间全球原油供应已流失约 10 亿桶 阿布扎比国际石油展览暨会议期间，参观者驻足沙特阿美展台。 沙特阿美预警：若运力中断按当前态势持续， 霍尔木兹海峡每关闭一周 ，全球原油市场或将损失约 1 亿桶原油供应。 内容概要 沙特阿美首席执行官阿明・纳赛尔表示，一旦霍尔木兹海峡长期关闭，全球原油市场每周将流失 1 亿桶原油供应。 沙特阿美首席执行官阿明・纳赛尔称，若当前航运中断态势延续， 霍尔木兹海峡每封闭一周 ，全球原油市场就可能损失约 1 亿桶供应量。 纳赛尔在周一财报电话会议上表示，本轮危机中全球原油供应 已累计流失约 10 亿桶 ；不过部分供应缺口已通过 绕行霍尔木兹海峡的替代出口路线 、以及各国释放战略石油储备得到对冲弥补。 在沙特阿美公布季度净利润同比上涨 25% 后，纳赛尔表态称：“始于今年一季度的能源供应冲击，是全球有史以来遭遇的 最严重一次 。” 当前伊朗冲突持续严重扰乱海峡航运。战前，全球约五分之一的油气运输需途经霍尔木兹海峡。 这家沙特国家石油公司预判：若这条关键航运通道 再度推迟数周重启 ，原油市场可能要到 2027 年才能完全恢复常态。 为降低对该航道的依赖，纳赛尔透露，沙特阿美正研究扩建 红海延布港口 出口产能，目标将其日出口能力提升至 500 万桶以上 。依托沙特东西输油管道，该港口可让沙特原油无需经过霍尔木兹海峡直接外运。 公司同时正筹划中长期提升能源供应链韧性的配套举措，其中包括 应用人工智能技术 ，但纳赛尔拒绝透露更多细节。 纳赛尔认为，在供应中断未缓解前， 能源需求配额管控或将持续 ；但他预计，一旦贸易航运恢复，能源需求将迎来强劲反弹。原因是本轮危机暴露了全球供应链的脆弱性，各国会出于能源安全考量加大补库与需求提振。 责任编辑：郭明煜

Intel may have found its next AI growth catalyst with SK hynix partnership