百度集團－ＳＷ(09888)出現大手賣出18.17萬股，成交價$140.621，涉資2.555千萬 AASTOCKS.com

Nvidia CEO Jensen Huang ‌told state broadcaster ‌CCTV on Thursday that he ​hoped U.S. President Donald Trump and Chinese counterpart Xi Jinping would ‌build on ⁠their good relationship during talks in ⁠Beijing to improve two-way ties. Huang, who joined ​Trump's state ​visit ​to China ‌at the eleventh hour, is struggling to maintain Nvidia's presence in the world's second-largest economy. The ‌U.S. chipmaker is ​currently unable ​to ​deliver its H200 ‌chips to Chinese ​clients seeking ​to use the hardware to power developments ​in ‌artificial intelligence.

格隆汇5月14日｜日本国有石油天然气金属矿物资源机构（JOGMEC）数据显示，日本4月份液化天然气现货到岸价格为每百万英热单位17.90美元。

Microsoft is transforming from a software giant into an AI infrastructure powerhouse.

Key PointsMicrosoft's commercial remaining performance obligations have surged to roughly $625 billion, showing multiyear contracted revenue visibility that far exceeds peers and is heavily driven by AI workloads.

格隆汇5月14日｜箭元科技宣布，公司已于上月完成元行者一号液体运载火箭全箭管路力学环境试验，试验覆盖一二级液氧、甲烷输送管路，包含常温静力、低温静力、低温振动、模态及极限载荷五项工况，模拟了发射及飞行过程中的复杂力学环境。近日，经过对试验数据全面分析确认，全部管路性能满足飞行任务要求。据箭元科技介绍，目前元行者一号首飞箭各关键分系统试验正按计划稳步推进，团队将继续瞄准年底首飞入轨及回收目标。

Axis Capital Holdings ( AXS ) declares $0.44/share quarterly dividend , in line with previous. Forward yield 1.81% Payable July 15; for shareholders of record June 30; ex-div June 30. See AXS Dividend Scorecard, Yield Chart, & Dividend Growth. More on Axis Capital Holdings Investment Qualities Of AXIS Capital's Preferred After The Company's Latest Report AXIS Capital Holdings Limited (AXS) Q1 2026 Earnings Call Transcript AXIS Capital Holdings Limited 2026 Q1 - Results - Earnings Call Presentation Axis targets 11% full-year G&A ratio while expanding AXIS Capacity Solutions in Q1 2026 Axis Capital Holdings GAAP EPS of $3.29 misses by $0.09, revenue of $1.64B misses by $170M

Old National Bancorp ( ONB ) declares $0.145/share quarterly dividend , in line with previous. Forward yield 2.47% Payable June 15; for shareholders of record June 5; ex-div June 5. See ONB Dividend Scorecard, Yield Chart, & Dividend Growth. More on Old National Bancorp Old National Bank: Very Efficient, But Expensive Old National Bancorp (ONB) Q1 2026 Earnings Call Transcript Old National Bancorp 2026 Q1 - Results - Earnings Call Presentation Old National outlines 4%-6% 2026 loan growth while keeping full-year guidance unchanged Most oversold financial mid-cap stocks on Wall Street amid Middle East disruptions

港股異動| 理想汽車-W(02015)漲超6% 理想L9 Livis即將上市機構看好其AI轉型與新品週期作者智通財經 Investing.com 香港 - 股市報價& 財經新聞

一、【早盘盘面回顾】 财联社5月14日讯，市场早盘震荡调整，创业板指盘中跌超2%，沪指、深成指均跌超1%。沪深两市半日成交额2.27万亿，较上个交易日放量2969亿。盘面上热点较为杂乱，全市场超4300只个股下跌。从板块来看，化工板块逆势活跃，红墙股份、红宝丽、永和股份涨停。猪肉概念震荡走强，天邦食品4天2板，天域生物涨停。航运板块盘中拉升，招商南油涨停。下跌方面，燃气轮机概念震荡调整，联德股份触及跌停。电网设备板块盘中持续走弱，通达股份跌停。截至收盘，沪指跌1.02%，深成指跌1.6%，创业板指跌1.93%。 个股来看，今日早盘涨停数量为37家（不包括ST及未开板新股），封板率67%，连板股数量为12家，蒙娜丽莎5连板，利仁科技4连板，合肥城建、汉缆股份、花王股份、可川科技3连板，金房能源、昂利康、恒宇信通、华升股份、京能电力、南华期货、威龙股份2连板。 化工板块逆势活跃，红墙股份、红宝丽、永和股份涨停，怡达股份、联泓新科、美邦科技等涨幅居前。 机构分析认为，当前化工行业已处于周期底部即将上行的关键节点，地缘冲突加速海外供给出清，中国化工核心资产的稀缺性凸显，行业正迎来从周期博弈向价值重估的转型。 工业气体再度走强，中船特气、和远气体涨停，侨源股份、正帆科技、华特气体、凯美特气等涨幅居前。消息面上，AI服务器、先进封装及HBM技术迭代带动硅片与电子特气用量激增，叠加中东能源危机推高化工原料成本，半导体材料全品类进入量价齐升阶段。 猪肉概念震荡走强，天邦食品4天2板，天域生物涨停，华统股份、巨星农牧、立华股份等涨幅居前。 近期，发改委与农业农村部召开生猪产业座谈会，明确严控产能、加速能繁母猪去化，将调控目标下调至3650万头，同时持续启动冻猪肉收储。此外，能繁母猪存栏已连续9个月下降，5月头部猪企出栏环比缩减，养殖户因亏损惜售，7—8月生猪出栏收缩预期强化。短期猪价止跌企稳，有效带动养殖板块盈利预期修复。 碳化硅概念震荡走强，晶升股份20CM涨停，天岳先进、科创新源、中瓷电子、京运通等跟涨。消息面上，Citrini发布AI供应链报告，明确将SiC列为AI领域被严重忽略的核心主线。到2030年AI电源将占SiC电源市场的50%，衬底和设备需求有望增长近10倍。SiC在CoWoS先进封装中的应用规模将超过电源市场。当前百亿级市场，未来有望突破2000-3000亿。 综合...

财联社5月14日讯（编辑 胡家荣） 受益于阿里巴巴和腾讯控股财报的强劲表现，港股三大指数今日早盘集体高开，恒生科技指数一度涨幅超过3%。然而，这一强势表现并未能持续，指数随后逐步回落，涨幅明显收窄。 截至早间收盘，恒生指数涨0.34%，报26478.07点；科技指数涨0.30%，报5109.33点；国企指数涨0.15%，报8889.49点。 从盘面来看，科网、云计算等个股领涨，而PCB和黄金股走低。 科网股成为今日市场领涨主力。截至早间收盘，阿里巴巴-W(09988.HK)涨5.05%、百度集团-SW(09888.HK)涨2.84%，网易-S(09999.HK)涨0.48%。 阿里巴巴昨日公布2026财年第一季度业绩：实现收入2433.8亿元，同比增长3%；净利润达到235.02亿元，同比大幅增长96%。 阿里巴巴集团CEO吴泳铭在财报中指出，当前阿里服务器利用率已接近饱和状态，"基于未来3-5年的需求预期，阿里在AI数据中心的大规模投入将获得确定性回报。"他进一步透露，考虑到算力中心建设的巨大投入，最终资本支出规模可能超过此前宣布的3800亿元。 腾讯控股同期财报显示：一季度收入约1964.58亿元，同比增长9%；盈利580.93亿元，同比增长21%。 腾讯管理层在业绩说明会上明确表示："腾讯在AI相关服务的需求持续增长，今年该领域的资本支出将较去年有所增加，特别是下半年将进入投入高峰期。" 受科网巨头AI投入加码消息提振，港股云计算股也出现上涨，其中万国数据涨超5%。 截至早间收盘，万国数据-SW(09698.HK)涨0.82%，新意网集团(01686.HK)收平。 与科网板块形成鲜明对比，部分前期涨幅较大的PCB概念今日出现调整。截至早间收盘，大族数控(03200.HK)跌11.30%，广合科技(01989.HK)跌7.48%，胜宏科技(02476.HK)跌6.49%。 有分析指出，相关个股出现获利了结，资金向业绩确定性更高的科网和云计算板块转移。 黄金股受降息预期影响而走弱。截至早间收盘，招金矿业(01818.HK)跌11.54%，灵宝黄金(03330.HK)跌6.68%，山东黄金(01787.HK)跌5.10%。 消息方面，本周美国公布的两项关键通胀数据均超预期，是压制黄金最核心的宏观因素：4月CPI同比3.8%创2023年以来最快增速，4月PPI同比创2...

花旗：看好騰訊控股(00700)騰訊AI戰略逐步落地 維持“買入”評級 作者 智通財經 Investing.com 香港 - 股市報價& 財經新聞

Trading near record highs, this tech giant's stock may still have plenty of upside over the next decade.

Key PointsThe company's services business set another all-time revenue record in its most recent quarter.

抛压大于买盘，前期获利盘集中兑现。 5月14日，港股市场情绪回暖，恒生指数上涨0.34%，恒生科技涨0.3%。昨日股价大涨36.9%的智谱，开盘后快速从1123港元拉升至1229港元的日内高点，涨幅超9%，之后冲高回落，股价低点约1076港元，振幅约13.6%。 截至午盘，智谱股价1084港元，跌5.74%，总市值4833亿港元。 从盘面表现来看，今日智谱股价开盘急拉属于隔夜追涨的短线资金，股价触及高点后快速回落，一路跌破均价线，核心原因在于大量短线资金在昨日获得了极高收益，今日开盘后直接选择落袋为安，抛压大于买盘，前期获利盘集中兑现。 消息面上，全球权威评测机构Artificial Analysis于5月12日发布的最新Coding Agent基准显示，智谱GLM-5.1模型在多项主流编程基准测试中取得开源模型第一的成绩，代表国产大模型在实际编程Agent场景下的SOTA（当前最优）级别能力，成为当日刺激股价大涨的直接催化剂。 同时，智谱创始人唐杰在社交平台发文预测，大模型今年的最大突破将是解决长程任务（Long-Horizon Tasks），即在智能体环境中持续运行以完成复杂目标。他称，这一能力将推动行业从“一人公司”快速演进至“无员工公司（NPC）”，自主智能体系统（AAS）将成为下一个技术前沿。 只是，唐杰判断要实现该愿景需跨越三大技术支柱：通过超长上下文和RAG（检索增强生成）解决的记忆能力、通过缩短更新周期变相实现的持续学习，以及目前最难突破但Opus 4.7已现雏形的自我评判能力。 整体来看，智谱正在从对话大模型尝试转向以长周期自主智能体（AAS）为核心的Agent-Native架构，但高成本的财务亏损基本面问题仍待解决。智谱上市后首份年度业绩公告显示，公司年内亏损47.18亿元，同比扩大59.5%；经调整年内净亏损31.82亿元，同比扩大29.1%。 数据服务商极光看好智谱在基座大模型技术层面的领先地位及MaaS商业模式的可持续性，但公司在估值、盈利能力、现金流等方面仍面临挑战。尽管智谱展现出强劲的增长势头，但未来发展仍面临多重风险因素制约。从市场风险来看，大模型行业正处于从技术竞赛向商业化落地过渡的关键阶段，智谱虽在API调用上排名靠前，但在平台化产品层面仍相对缺乏优势，同时Token价格上也容易被头部企业挤压生存空间。 另外，市场普遍预期智谱将在...

Analysis: Samsung labor standoff underscores diverging Taiwan-Korea semiconductor workforce models digitimes

Comcast ( CMCSA ) declares $0.33/share quarterly dividend , in line with previous. Forward yield 5.29% Payable July 22; for shareholders of record July 1; ex-div July 1. See CMCSA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Comcast Comcast: Major Pivot Advances While Irrational Crash Creates A Generational Buying Opportunity Comcast: Market Is Ignoring A 14% Yield Opportunity Comcast Corporation (CMCSA) Q1 2026 Earnings Call Transcript Comcast shares snapped seven-session losing streak Ted Turner, the man who made news 24 hours, dies at 87

Campbell’s Company ( CPB ) declares $0.39/share quarterly dividend , in line with previous. Forward yield 7.67% Payable Aug. 3; for shareholders of record July 2; ex-div July 2. See CPB Dividend Scorecard, Yield Chart, & Dividend Growth. More on Campbell’s Company The Campbell's Company: Initiating Coverage, Sell - Persistent Core Inefficiencies Are Troubling Campbell's Vs General Mills: The Race For The Stronger Turnaround Campbell's: Mispriced With A 7% Sustainable Dividend Yield And Turnaround Upside U.S. struggles to define ‘ultraprocessed foods’ as Kennedy pushes crackdown Most and least shorted large-cap consumer staples at March end

Quaker Houghton ( KWR ) declares $0.508/share quarterly dividend , in line with previous. Forward yield 1.43% Payable July 31; for shareholders of record July 17; ex-div July 17. See KWR Dividend Scorecard, Yield Chart, & Dividend Growth. More on Quaker Houghton Quaker Chemical Corporation 2026 Q1 - Results - Earnings Call Presentation Quaker Chemical Corporation (KWR) Q1 2026 Earnings Call Transcript Quaker Chemical Corporation (KWR) Q4 2025 Earnings Call Transcript Quaker Houghton outlines $20M-$30M 3-year cost program amid expected 200-300 bps Q2 gross margin pressure Mid-cap materials stocks ranked by quant ratings: Aura Minerals tops after earnings

Raymond James Financial ( RJF ) declares $0.54/share quarterly dividend , in line with previous. Forward yield 1.4% Payable July 15; for shareholders of record July 1; ex-div July 1. See RJF Dividend Scorecard, Yield Chart, & Dividend Growth. More on Raymond James Financial Raymond James Continues To Be An Investment-Grade Buying Opportunity Raymond James Financial, Inc. 2026 Q2 - Results - Earnings Call Presentation Raymond James Financial, Inc. (RJF) Q2 2026 Earnings Call Transcript Raymond James outlines ~$2.3B noncomp expense target while expecting ~1% Q3 fee growth Raymond James Financial Q2 2026 Earnings Preview

PrathanChorruangsak/iStock via Getty Images ARMOUR Residential REIT, Inc. ( ARR ) Series C preferred stocks are recent additions to my watchlist for those hybrid securities paying attractive market yields and trading at somewhat of a discount to their par value. ( ARR.PR.C ) pays a coupon of 7% on its par value. However, due to the recent rise in interest rates, the preferred shares at present are trading at around ~21 . This makes the current dividend yield around ~8.33% . The dividends are paid monthly, which adds to the appeal for investors desiring consistent income frequently over short intervals. These preferred stock, since being issued by a REIT at large do not get preferential tax treatment. However, considering the current risk-free rate to be around ~4.4% , the current ~4% per annum spread does not look inadequate either, in addition to the possibility of capital appreciation to an extent, without necessarily worrying about the company redeeming the shares. Even if it does redeem them anytime soon, the total return would still likely be higher than the current dividend yield. The downside however remains exposed, and the shares might see a further decline in case of further higher interest rates or any deterioration with regards to the credit profile of the company. The company is further a leveraged mortgage-based REIT and would warrant a somewhat closer emphasis while evaluating the prospects of the preferred shares. Company Overview ARR is a residential agency mortgage REIT, predominantly investing in mortgage-backed securities - MBSs issued or guaranteed by U.S. government-sponsored enterprises such as Fannie Mae and Freddie Mac, as well as government agency-guaranteed securities issued by Ginnie Mae. The primary focus of the company is on investing and managing a leveraged portfolio of MBS securities. By the nature of its business, this REIT would therefore be leveraged to a greater extent than a traditional equity real estate investment trusts that ...

【有線新聞】內地民營企業藍箭航天研製的朱雀二號改進型遙五運載火箭成功發射升空。 火箭早上11時在東風商業航天創新試驗區發射升空，全程飛行正常，二子級進入預定軌道。相較上一代，朱雀二號改進型火箭的長度和推進劑攜帶量增加了15%，並取消尾翼設計，大幅提升運載能力，可執行一箭多星等任務。火箭也採用了國內首創的壓箱點火離軌技術，大幅縮短火箭重返大氣層時間。 朱雀二號改進型運載火箭總設計師邱靖宇：「二級發動機三次點火時依靠貯箱的壓力，把推進劑直接送入推力室點火，顯著降低了太空環境下的發動機點火啟動技術要求，可靠性更高。通過充分利用末級殘餘的推進劑，可將高軌末級殘骸再入時間縮短至5年以內。」

Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang and his wife Lori's charitable foundation is channeling more than $108 million in CoreWeave Inc. (NASDAQ:CRWV) cloud computing resources to universities and nonprofit research institutions. Nvidia Foundation Funds AI Research Through CoreWeave The Jen-Hsun and Lori Huang Foundation has so far purchased approximately $108.3 million worth of computing capacity from CoreWeave, Reuters reported, citing a filing on Tuesday. The computing capacity will be dis

英國《衛報》報道，英格蘭及威爾斯住宅市場近期出現明顯放緩迹象。根據皇家特許測量師學會（RICS）每月進行的地產代理調查，潛在買家的需求已呈現「顯著轉弱」。業內人士指出，買賣雙方均變得更加謹慎，不少客戶憂慮中東衝突可能導致通脹升溫及按揭利率上調，令銷售速度減慢、放盤減少，而買家對價格亦更為敏感。 ▌ 按揭利率與通脹陰霾影響市場氣氛 英倫銀行上月已警告，由於中東戰爭導致油氣價格飆升，「較高通脹無可避免」，未來數月可能需要加息。與此同時，按揭利率亦可能受政府借貸成本急升所影響。 RICS市場研究及分析主管表示，「在通脹與借貸成本走勢明確之前，樓市活動與信心預料將持續疲弱，尤其是在樓價負擔壓力最大的英格蘭南部及倫敦。」 ▌ 新買家查詢與成交量俱跌 RIC數據顯示，認為4月新買家查詢按月下跌的會員淨比例為34%，雖然較3月份的40%略有改善，但仍反映市場動力薄弱。地產代理對未來三個月的銷情改善不感樂觀。 報告又指出，4月份新放盤物業的數量「大致停滯」。在過去三個月，認為樓價下跌的會員比上升的會員多出34%，較上月的25%進一步轉差。 ▌ 倫敦及英格蘭南部樓價跌幅較大 北部相對平穩 樓價增長的地區差異正在擴大。倫敦、英格蘭東南部、西南部及東盎格利亞錄得較顯著的樓價下跌，而英格蘭北部及西北部則仍錄得輕微正增長。 在租務市場方面，由於越來越多業主因監管與稅務增加而離開市場，導致需求持續超過供應。RIC數據顯示，過去三個月新租客的需求有所增加，認為需求上升的淨比例為14%；而業主放盤出租的新指示則錄得下跌。有25%的受訪者預期未來數月租金將會上升。 ▌ 大型地產代理亦見買家更趨審慎 RICS的報告與另一大型地產代理Savills的觀察一致。Savills在股東周年大會時表示，自中東衝突爆發以來，其英國住宅業務的買賣雙方均「明顯更為審慎」，導致交易完成時間延長，首季整體成交僅按年微增1%。

法國前總統薩爾科齊涉嫌為2007年競選活動尋求利比亞資金的上訴案，檢方於5月13日要求判處七年監禁。檢察官形容薩爾科齊是涉嫌透過協助恢復利比亞領導人卡達菲的國際形象，以換取競選資金的「主謀」。卡達菲政權被指涉及兩宗飛機爆炸案。 薩爾科齊一直否認任何不當行為。他去年成為現代法國首位入獄的前總統，但因上訴案件而在20天後獲釋。 在初審中，檢方亦曾就尋求卡達菲政權資助、貪污、非法競選融資及收受挪用利比亞公共資金等罪名要求判監七年，但初審法院僅就尋求資助一項判處五年監禁，並就另外三項罪名判處無罪。在上訴審中，檢方再次要求判處七年監禁。 薩爾科齊在庭上表示，其2007年當選的競選活動中「沒有一分一毫利比亞資金」。 案件將於兩周後審結，法院預計於11月30日作出裁決。若被判有罪，薩爾科齊可向法國最高法院提出上訴。 現年71歲的薩爾科齊自卸任以來面對多項指控，他全部否認。他已在另外兩宗案件中獲得最終定罪：一宗涉及2012年連任失敗的競選開支超標，另一宗涉及試圖從一名法官身上獲取利益。

Two weeks after Christine Lagarde put investors on alert that the European Central Bank is moving toward raising interest rates, a hike in June is becoming less obvious. With oil prices not spiking as high as many feared, no wider inflation spillover yet from the ramp-up in energy costs and the euro zone’s 20-nation economy stagnating, officials appear to be shifting their views. Whereas before they’d indicated tighter monetary policy would be needed unless price pressures moderated and the Middle East conflict ended, they now say the inflation outlook would have to deteriorate further for them to act. It’s a departure from Lagarde’s surprisingly blunt remark after the ECB’s last meeting that “directionally I know where we’re heading.” Driving the shift is the perpetual uncertainty over Iran — a factor that has other global central banks on hold in the hope that a resolution to the war could yet avert the need for damaging rate increases. “A June hike remains possible and may yet prove warranted, but so does holding,” said Stefan Gerlach , EFG Bank’s chief economist and formerly a deputy governor of Ireland’s central bank. “That option deserves more serious consideration than the current consensus allows.” Recent data support the view that higher borrowing costs priced by markets aren’t inevitable. Surveys point to faster inflation in the short run, but show expectations over the medium and longer term holding steady. Wage growth , similarly, appears to be under control, with gains set to remain far below their previous peak. Speaking Wednesday, Finnish central-bank chief Olli Rehn described inflation expectations as “still anchored” and developments around euro-area pay as “reassuring.” Even Executive Board member Isabel Schnabel , the ECB’s most hawkish official, said this month that while the risk of tighter monetary policy has increased, it would only be required “if the energy-price shock broadens.” There’s also the economy, which only just eked out expansion i...

格隆汇5月14日｜印度卢比跌破1美元兑95.7950卢比关口，创历史新低，日内跌幅为0.1%。交易员称，印度央行可能抛售美元以遏制卢比贬值。