"The conversation is sort of happening in Silicon Valley around one thing, and a totally different conversation is happening among consumers."

习近平强调，中方致力于中美关系稳定、健康、可持续发展。我同特朗普总统赞同将构建“中美建设性战略稳定关系”作为中美关系新定位，将为未来3年乃至更长时间的中美关系提供战略指引，相信会受到两国人民和国际社会的欢迎。“建设性战略稳定”应该是合作为主的积极稳定，应该是竞争有度的良性稳定，应该是分歧可控的常态稳定，应该是和平可期的持久稳定。“中美建设性战略稳定关系”不是一句口号，而应该是相向而行的行动。（人民日报）

國家主席習近平跟到訪的美國總統特朗普舉行會談，在會談結束後，國家主席習近平陪同美國總統特朗普參觀天壇。 美國總統特朗普說︰「偉大的地方，美得難以置信，中國景色很美。」 兩國元首下午約一時抵達天壇，登上祈年殿了解建築特色。習近平不時向特朗普介紹天壇的歷史。 天壇建於明代永樂18年，即1420年，是明清兩朝帝王祭祀上天和祈求豐收的場所，1998年列作世界文化遺產，是世界上現存規模最大，保存最完整的古代皇家祭天建築群。今次是天壇自1975年，時任美國總統福特訪華以來，再度迎來美國總統。

(RTTNews) - The Federal Court in Australia has found that Coles Supermarkets Australia (COL.AX) misled customers through its "Down Down" discount promotions, a statement from the Australian Competition and Consumer Commission (ACCC) shows.

格隆汇5月14日｜英国3月GDP年率录得1.2%，为2025年7月以来最大经济增速。

NVDA rallies as CEO Jensen Huang arrives in China; traders eye China sales revival ahead of earnings MSN

騰訊控股(00700)出現大手買入1.21萬股，成交價$462.8，涉資559.988萬 AASTOCKS.com

GDP reading ties in with some surveys suggesting UK plc has kept up momentum despite rising fuel costs The UK economy unexpectedly grew during the first full month of the Iran war, according to official figures, suggesting the Middle East conflict has not yet affected growth as much as feared. Figures from the Office for National Statistics (ONS) showed growth of 0.3% in gross domestic product (GDP) in March, from a revised 0.4% rise in February and 0% growth in January. The ONS had originally estimated that the economy grew 0.5% in February and 0.1% in January. Continue reading...

MattGush/iStock Editorial via Getty Images Shares of ConocoPhillips ( COP ) have been a solid performer over the past year, gaining about 25%. After languishing for much of 2025, the oil sector has come roaring back in 2026 as investors digest the windfall from higher crude prices given the war in Iran. Partially offsetting this, natural gas prices are stubbornly weak, but 2026 is still shaping up to be an excellent year for the sector, and COP is a clear beneficiary of macro developments. I last covered ConocoPhillips in January , rating the stock a " B uy, " and since then it has surged over 20%. With updated financials and a much different macro environment, now is a good time to revisit COP. Seeking Alpha Obviously, a lot has changed since I last covered COP, as I never anticipated a war with Iran or closure of the Strait of Hormuz when I covered it in January. As you can see, oil prices have surged over $100, whereas they were closer to $65 when I last covered shares. As I have written elsewhere (and has been well covered), there are significant supply disruptions, likely of 12-15 million barrels a day, due to impaired flows in the Middle East. This has swung the market from one of excess supply to one significantly short of oil. While large government SPR releases are helping to bridge the gap, this cannot go on forever. Seeking Alpha I estimate at least 650 million barrels have been lost, and each day, this number grows. The U nited States is the major market with the least impact thus far, but now, we are seeing inventories (especially of refined product) fall as exports surge to markets where there was a quicker impact. I expect this crisis to continue for some time. While there is much uncertainty, I do not expect the Strait to return to normal imminently. EIA Even after it opens, it will take several weeks for flows to return to normal. There will be time for tankers to reposition, and there may be some caution before doing so for fear of hostilities rest...

BOCI Raises Taiwan Semiconductor Manufacturing Company Ltd. (TSM.US) TP to USD560, Reiterates Buy AASTOCKS.com

As she takes on the icon in musical drama End of the Rainbow, Monsoon recalls a childhood spent watching Wizard of Oz on repeat – and explains why audiences are ready for trans performers in non-trans roles If these are strange times in America, they are particularly strange for Jinkx Monsoon, the 38-year-old actor, singer and drag artist who, since winning RuPaul’s Drag Race in 2013 and Drag Race All Stars in 2022, has become a huge breakout star. Monsoon, who has the white-lead-and-vinegar glamour of a 1930s movie star, has appeared on Broadway, at Carnegie Hall and in countless viral clips from Drag Race – and in other words is widely well known. And yet, she says, when she walks down the street in certain American cities, it is in a state of “not knowing if someone’s going to recognise me and be excited to see me, or recognise something about me and be hostile. It’s a really interesting dichotomy.” She lets out a huge laugh. “But it also keeps me humble, I gotta say.” We are backstage at the Soho Theatre in London’s Walthamstow, where Monsoon is shortly to appear in End of the Rainbow, Peter Quilter’s musical drama about Judy Garland, set in 1969 in the last months of the icon’s life. It’s a great role for Monsoon, whose impersonation of Garland on Drag Race was so spot-on the clips are still doing the rounds (although for my money, her Little Edie Beale was even better and funnier). But the show isn’t being played for laughs. Monsoon, who had a stellar run as Mama Morton in the Broadway production of Chicago three years ago, is increasingly leaning towards dramatic roles and, like Garland herself, is comfortable with the tragi-comic. “She’s a pillar, and an institution,” she says of Garland, in whom she became interested after watching the Wizard of Oz on repeat as a child. And because, she laughs, “my ex was obsessed with her”. Continue reading...

Reform UK leader records video with Essex pastor to support his battle against council banning order Nigel Farage has been criticised for giving his full support to a Christian church leader who preached that homosexuality was an “abomination” and would lead to eternity in hell. The Reform UK leader recorded a video with Stephen Clayden after Colchester council applied for a banning order to limit his street preaching. Continue reading...

Member of army squad sent with medics to assist suspected hantavirus patient recounts descent to remote island The hardest part of the parachute jump, according to Capt George Lacey, is falling backwards through the air. It is Saturday and Lacey, and his squad of six plus two medics, have just leapt out of an RAF transport, 2,500 metres over the south Atlantic. “The parachute can only go forward so quickly,” he says, meaning that it has to be pulled at precisely the right moment. “So you have to turn into the wind and basically fly backwards, which is a very weird sensation, as you can imagine.” Continue reading...

As Keir Starmer’s leadership totters, investors warn a Labour leadership contest ignoring public finances and market realpolitik could be disastrous A rise in borrowing costs and warnings to avoid a “Liz Truss moment”. As Keir Starmer faces a potential leadership challenge, the spectre of the bond market looms large. Amid febrile conditions in Westminster, the prospect of Britain switching prime ministers for a sixth time in seven years has fuelled a sharp sell-off in the market for UK government debt. Continue reading...

Ronan Corrigan levels up a thoroughly beta-tested narrative in this efficiently executed hacker-turned-thief split-screen thriller This debut feature from Irish web-and-zeitgeist-surfer Ronan Corrigan continues its producer Timur Bekmambetov’s interest in fashioning entire movies out of virtual space, collaging as it does the screens of phones, laptops and PCs. Narratively, it plays like a web 2.0 update of Iain Softley’s 90s cult film Hackers: a quartet of heavily vaping, tech-savvy gamers decide to take their nightly shitposting to the next level by robbing an obnoxious crypto billionaire (Charlie Creed-Miles), whose motto is “I’m CEO, cunt”. Corrigan’s secret weapon is that his plot points have already been beta-tested offline, so what we’re watching is at source an old-school heist thriller with especially open coding. Corrigan does, however, commit far more forcefully than any of his predecessors to this accelerationist digital aesthetic. He casts newish faces with the air of habitual phonecheckers; he establishes their innate restlessness and distractibility in frantically scrolling between tabs; and he pumps the leads’ squabbling banter through the same headset-filter one might strap on to play Call of Duty. Though the script – co-written by the director with Hope Elliott Kemp – wisely renames a bluff podcaster as “Joe Brogan”, these frames-within-frames resemble the real thing: the film’s meme game is strong (if that’s any kind of commendation for a motion picture), and there are no Google substitutes called ridiculous things like Search Rhino or InfoBuzz. Continue reading...

It was the birthplace of the liberal tradition, but also the incubator for Nazism – what can this historic city tell us about democracy? ‘Weimar is Germany in a nutshell,” 1990s president Roman Herzog once quipped: “a town in which not only culture and thought were at home but also philistinism and barbarism.” The small city (population 65,000) sits at the heart of the nation and acts as a shrine to its sons Goethe, Schiller and Nietzsche. In 1919 the country’s first democratic constitution was promulgated in its national theatre. It was chosen as the site of Germany’s rebirth precisely because its aura of refined culture contrasted so sharply with the “Prussian militarism” of Berlin. From 1919-1925 it hosted the Bauhaus School, led by Walter Gropius, placing it at the forefront of art and design. Yet, starting in the mid-1920s, Weimar, which is also the state capital of Thuringia, became pivotal in the rise of the Nazi party and its first, regional, experiments in government. After 1933 it competed with Bayreuth for recognition as the “spiritual home of Nazism”. Continue reading...

The Guardian’s David Levene braved two-headed worms, Pussy Riot protests and a tank of urine to bring you this photographic extravaganza from the celebrated arts festival Continue reading...

China’s first internationally certified female professional tree climber has turned a fear of heights into a career spent high in the canopy, pruning urban trees. Yu Yanling, a former track athlete from Xiamen in southeastern China’s Fujian province, was once afraid of heights. Now in her 30s, she has climbed trees as tall as 60 metres. She discovered the sport by chance at university, after seeing students suspended from branches by ropes and witnessing the joy it brought them, according to the...

美股三大股指期货小幅走高，道琼斯指数期货涨0.28%，标普500指数期货涨0.17%，纳斯达克100指数期货涨0.37%。

Malaysian Home Minister Saifuddin Nasution Ismail has dismissed allegations that citizenship was arbitrarily granted to Chinese nationals, calling the claims “malicious slander” and fake news intended to incite public sentiment. He said the accusations were irresponsible and should not be weaponised for political purposes, especially at a time when the government is focused on helping the people navigate the global supply crisis. He said he had repeatedly clarified the matter in parliament and...

The UK's New Multinational Naval Initiative Aims To Contain Russia In The Arctic & Baltic Authored by Andrew Korybko, General Sir Gwyn Jenkins, head of the British Royal Navy, announced that his counterparts from the 10-nation Joint Expeditionary Taskforce comprised of the UK, Norway, Sweden, Denmark, Finland, Iceland, Estonia, Latvia, Lithuania and the Netherlands agreed to create “a family of allied fleets” . Officially known as the “Northern Navies Initiative” (NNI), it’s explicitly aimed at containing Russia in the Arctic and Baltic. This represents the evolution of the UK’s Arctic-Baltic policy that was elaborated on last summer here . Estonia, at the far end of the Baltic Sea in proximity to St. Petersburg, was identified as the eastern lynchpin of this strategy with Greenland now becoming its western one. The inclusion of (for now still Denmark’s) Greenland, Iceland, and of course the UK hypothetically enables this “family of allied fleets” to monitor the so-called GIUK gap, which is Russia’s Arctic gateway to the Atlantic. Denmark also controls the Baltic Straits so the NNI can indeed potentially blockade Russia to an extent. As was explained here last month, however, any blockade would be an act of war that could prompt Russia to consider resorting to kinetic action in self-defense if its warnings go unheeded. Nevertheless, just like the US has (reportedly imperfectly) blockaded Iran , so too is it preparing to blockade China at the Strait of Malacca one day through its new military partnership with Indonesia and might thus also approve of the UK-led NNI preparing to blockade Russia in the GIUK gap and Baltic Straits one day too. It’s impossible to predict what exactly might happen, let alone the precise sequence of events that could unfold, but three more points of insight can be shared about the NNI for observers’ benefit. The first is that Poland is still conspicuously absent from the Joint Expeditionary Taskforce, the basis upon which the NNI is being a...

Intel and Google are doubling down on AI CPUs with an expanded partnership MSN

The US-China summit is “extremely important” to arrest the downward spiral of relations between the two countries, according to Li Cheng, a leading Chinese academic. But a summit would not be enough to change the overall structure of ties, which had been fraught for years, Li said on Thursday as US President Donald Trump began the first full day of his state visit to Beijing – the first by an American leader since 2017. The two presidents began the day with two hours of talks at the Great Hall...

Editor's note: Seeking Alpha is proud to welcome Beta Sigma Quant as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » JonnyJim/iStock via Getty Images Thesis I believe the current valuation of EyePoint ( EYPT ) reflects either a higher perception of clinical and regulatory risk or a more cautious view on DURAVYU's commercial potential. In my central case, the stock offers roughly 2x upside. In my view, EYPT is a clear BUY driven by a meaningful durability advantage that should translate into reduced treatment burden. My valuation reflects a probability-weighted outcome. Positive results would likely drive a significant re-rating, whereas failure would lead to a very substantial decline in EYPT value. EyePoint EyePoint is a clinical-stage biotech company developing therapeutics for retinal diseases. The company's website indicates that its " lead product candidate, DURAVYU™ (vorolanib intravitreal insert), is presently in Phase 3 clinical trials for neovascular age-related macular degeneration (wet AMD) and diabetic macular edema (DME). " Despite annual revenues of approximately $30 million in 2025, the company's market capitalization stood at approximately $1.14 billion as of May 12, 2026; the current valuation is largely driven by expectations around DURAVYU. According to management , top-line Phase 3 data in wet AMD are expected beginning mid-2026. The main value driver is the potential entry of DURAVYU into the wet AMD market, an approximately $10 billion market. Some reports indicate an expected 6% - 9% annual growth rate fuelled by increased prices in treatments and an aging population. The DME indication - an approximately $4 billion market - may provide a significant incremental value. The Wet AMD Market Wet AMD primarily affects an elderly population. Most patients are in the...

5月14日，习近平主席同美国总统特朗普参观天坛。“惊艳！大美中国！”特朗普抵达天坛后有感而发。（人民日报）

财联社5月14日讯（编辑胡家荣） 自1997年以来，港股市场共经历了六轮完整的牛熊周期。当前市场正处于第七轮牛市进程中。对此兴业证券指出，从历史规律看，港股牛市往往具备“牛长熊短”的特征，且多数由盈利改善与流动性宽松共同驱动。 双轮驱动：基本面与流动性的历史关联 分母端(流动性)：在包含本轮在内的七轮牛市中，有六轮处于美元与美债利率的下行周期或低位区间。全球资本流动性宽松促使国际资金加速流入港股这一离岸市场，成为牛市形成的重要推手。 分子端(基本面)：近七轮牛市多与中国经济企稳回升同步启动，尤其当规模以上工业企业利润累计同比增速由负转正、PPI同比增速见底反弹时，港股上涨行情更易展开。 当前判断：牛市尚未结束 当前国内经济呈现弱复苏态势，美联储处于降息周期，美元流动性环境相对宽松。分子端与分母端的逻辑依然对港股形成支撑，本轮牛市行情预计尚未终结。 本轮牛市的特征：与历史的同与异 相似点：政策、流动性与估值驱动 兴业证券还指出，与2014年南向资金开通后的前三轮牛市相似，本轮行情同样具备以下特征： 国内资本市场与产业政策提供支撑； 美联储处于降息周期，美元偏弱，流动性环境宽松； AH溢价持续下行； 估值扩张是行情的主要驱动力。 不同点一：中美利差与股指走势出现显著背离 历史上前三轮牛市中，中美利差多处于高位或上升通道。而本轮牛市进程中，中美利差持续倒挂且未见明显缓解，与恒指走势形成持续背离。这或反映在南向资金大规模流入的支撑下，港股市场对国际资本的依赖度有所下降。 不同点二：南向资金参与度与行为模式转变 参与度提升：港股通占市场成交额比重已稳定在20%以上，对商贸零售、石油石化、银行、煤炭等行业的定价权显著增强。 行为模式转变：南向资金从以往的“追涨”模式转向“低吸”模式，其买入净额与恒指涨跌幅呈现稳定的负相关关系。 不同点三：市场回报率显著改善 上市公司回购规模自2023年起持续处于高位，周均回购金额稳定在30亿港元以上。2024年港股市场回报率达4.13%，显著高于以往周期。 开年市场疲软的结构性解读 整体与结构的分化：恒科≠港股 年初以来港股市场呈现明显结构分化。尽管恒生科技指数显著跑输创业板与科创板，但港股其余板块与A股同类型板块相比表现并不逊色，甚至部分跑赢。因此，恒科走弱并不等同于港股整体走弱，也不意味着市场缺乏机会。 核心拖累：互联网板块与“AI Kil...