格隆汇5月15日｜据一财，比亚迪集团董事长兼总裁、仰望商业研究院院长王传福在2026仰望商业研究院千人大会上表示，目前，比亚迪电池产能紧张，包括比亚迪王朝、海洋、腾势、仰望在内的多款车型正进入爬坡期。但他表示，随着电池产能的释放，比亚迪月销量将逐步上升。

Thrivent Financial for Lutherans Buys 149,802 Shares of Qualcomm Incorporated $QCOM MarketBeat

小米集團-W(01810)5月15日斥資9999.47萬港元回購325.6萬股 作者 智通財經 Investing.com 香港 - 股市報價& 財經新聞

akinbostanci/E+ via Getty Images In my opinion, the market does not value Zeta Global Holdings Corp. ( ZETA ) properly anymore. The market still perceives ZETA within the framework of advertising technology instability, negative short-seller sentiments, and historical marketing solutions. Nevertheless, analyzing Q1 2026 data, I believe that ZETA is moving in a completely new direction, which will turn it into an AI marketing platform. Athena Is Starting To Separate Zeta From Legacy Marketing Clouds In my opinion, the key thing that investors should be focusing on in Q1 2026 is the progress that Athena is making towards establishing ZETA as a company with a native AI layer for enterprise marketing execution. Athena is what boosted my bullish view the most. Within a week of launch, Athena created 7x as many agentic exchanges and made up 60% of all platform AI activity. This rate of adoption implies that users are quickly adopting Zeta into their processes as companies continue to unify fragmented marketing ecosystems into a single AI-powered system. For many years, enterprise marketing clouds have been dominated by big players such as Adobe, Salesforce, and Oracle due to their ecosystem depth and strong positioning within this market segment. However, the challenge for many of these products lies in the fact that they usually require a huge number of acquisitions and integrations, which are achieved after many years of work on them. On the other hand, ZETA's approach stands out entirely in comparison to other providers. Rather than connecting already existing elements of the marketing technology stack, they were created by Zeta itself. The good news is that Athena appears to accelerate differentiation in this regard. Management mentioned several large deals that were directly influenced by the new product release. For example, a major win of a global apparel retailer consolidating four marketing platforms into one of ZETA's solutions would not happen in the absence of...

格隆汇5月15日｜美国总统特朗普：接受伊朗暂停核计划20年，但必须是一个“真实”的承诺。

格隆汇5月15日｜由于中东战争冲击弱势卢比，印度通过新一轮限制措施来稳定本币，导致银行和贵金属交易商难以应对，印度黄金进口正在迅速降至“涓涓细流”。此前，印度上调进口关税并限制进口规模，使这个全球第二大黄金消费国的黄金流动受到明显挤压。印度国内金价目前尚未完全反映新增成本，因为部分投机者正在抛售库存，但分析师和交易员表示，短期需求仍可能保持低迷。FinMet Pte Ltd 董事总经理 Sunil Kashyap 表示，关税上调幅度远超本地价格 4%至 6%的涨幅，这意味着目前进口和销售并不划算——尽管进口成本与本地价格之间的差距会随着时间的推移而缩小。

南韓三星電子資方呼籲重啟談判，工會堅持如期發動罷工，預計參與人數將多達5萬人。 韓聯社報道，南韓三星電子資方周五向勞方發公文，表示願意無條件就薪酬重啟對話，呼籲勞方參與談判。公司方面同時就績效獎金，提出兩個選項，可選擇將營利的一成，或者經濟附加值，作為獎金發放上限。 由於資方公文中的提議與此前無變化，三星電子工會重申，會如期由本月21日起罷工18天，但願意在罷工結束後重啟談判，工會曾預告參加人數可多達5萬人。工會早前要求資方，確保獎金的發放標準公開透明，並廢除獎金上限，同時提高基本薪金。雙方在政府的斡旋下調解，但無達成共識。 三星電子是全球最大的記憶體晶片生產商，一旦舉行罷工，將延誤晶片交付時間以及推高價格，令公司流失客戶，同時打擊南韓經濟。當地傳媒早前估計，罷工將造成40萬億韓圜的經濟損失。 駐韓美國商會警告，若三星電子出現重大生產中斷，或為全球記憶體晶片市場添加壓力。

格隆汇5月15日｜明阳电路举办业绩说明会上表示，公司在AI数据中心、高速互联PCB领域产品已实现批量交付；嵌入式SiC功率模块正处于研发开发阶段，现已完成样品交付并进入客户端验证环节。公司有针对800G高端光模块的技术研究及技术储备，800G光模块目前具备样品和小批量能力，已交付客户研发和样品订单。

格隆汇5月15日｜特朗普在社交平台称：中国有宴会厅，美国也应该有！宴会厅正在建设中，进度超前，建成后将成为全美同类设施中最顶级的。感谢大家对这个项目的支持，预计将于2028年9月左右开放。

Capital Economics sees oil at $150 per barrel through 2027 in an extreme case Reuters

格隆汇5月15日｜据伊朗伊斯兰共和国通讯社15日消息，伊朗外交部长阿拉格齐表示，伊朗不寻求发展核武器，霍尔木兹海峡应由伊朗和阿曼两国共同管理。

5月15日，潘兴广场资本管理公司（Pershing Square Capital Management）创始人比尔·阿克曼（Bill Ackman）表示，该公司将于当日晚些时候披露其持有的 微软 公司（Microsoft）新头寸。 阿克曼强调，这家科技巨头目前的估值“极具吸引力”。 阿克曼在社交媒体上指出，投资微软是其布局具备长期增长潜力且估值合理的科技企业战略的最新进展。 他认为，微软旗下的Azure云计算部门以及包含Copilot人工智能助手的M365办公套件，是全球最具价值的企业技术业务，这使微软处于企业人工智能普及趋势的核心地位。 责任编辑：龙运翔

BE260529C00292500 互動股市圖表 | BE May 2026 292.500 call 股市 Yahoo 財經

He also congratulated the ‘People of the United States’ for such a ‘good investment.’

Datavault is gaining traction but has headwinds for its stock price that may result in fresh lows, NASDQ delisting, and a reverse stock split.

Containers at the Port of Rio de Janeiro, Brazil. Photo: VCG Brazil has reinstated a tax exemption for imported goods worth $50 or less, giving Chinese cross-border e-commerce sellers a lift as other markets such as the U.S. and Europe tighten restrictions on low-value parcels from China. President Luiz Inácio Lula da Silva signed an executive order Tuesday removing federal import taxes on low-value parcels, reversing a policy introduced less than two years ago that had sharply raised costs for overseas online purchases.

格隆汇5月15日｜据央视，今天（15日）从住房城乡建设部获悉，地级及以上城市和县级市今年要全面开展城市体检工作，加快实现住房、小区、街区、城区四个维度体检全覆盖。住房城乡建设部表示，各地要一体化推进城市体检与城市更新，坚持先体检后更新、无体检不更新，加强城市体检结果应用与城市更新规划实施体系衔接，并结合城市更新重点任务因地制宜开展专项体检，健全发现问题、解决问题、评估效果、巩固提升的工作机制。

中德警方合作破获的系列迷奸案显示，发生在德国，针对中国女性，通过社交群组引流、邀约、提供麻精药品，分享犯罪经验，配以境内外物流寄递、虚拟币支付，已经形成犯罪产业链 加害者在法庭上遮脸。 【财新网】 “直到警察打来电话，她才意识到自己被强奸了。”德国柏林律师玛格达莱娜·格布哈德（Magdalena Gebhard）回忆道，当一名女警把照片递给自己的委托人，这名委托人才明白Tong Z.（周同）对自己做了什么。 柏林第一地方法院的判决书记录，这名“孩子般天真且容易轻信他人”的女性，与周同通过社交网络相识，二人在自愿发生性行为后，周同让她喝下了掺有镇静催眠药物“海乐神”的葡萄酒，“像摆布人体模型一样”，对她实施迷奸并拍摄录像。在被害人的零星记忆里，只有无助和无力反抗的感觉。

Momentum and risk appetite are ascendant, but that may be a problem, say Goldman Sachs strategists.

India’s consumers — hit with the first fuel price hike in four years — will likely face more such rises in the near term, as the government grapples with the economic impact of a months-long conflict in the Persian Gulf. After weeks of speculation, India’s state-owned refiners finally announced an increase in diesel and gasoline prices on Friday — though only by 3 rupees (a little over 3 US cents) a liter, a level too modest to offset oil prices above $100 a barrel or to curb demand. Further hikes will be allowed in order to close that gap, but they will be spread over time in order to limit the impact for ordinary households, according to people familiar with the matter. A further 2-4 rupee increase is expected soon if crude prices remain high, they added, asking not to be named as they are not authorized to speak with the media. State-owned refiners have indicated they would need add closer to 15 to 20 rupees a liter in order to cope with the current crisis. India’s oil ministry didn’t immediately reply to a request for comment. “This is a conundrum several governments around the world are facing,” Vandana Hari, founder of analysis firm Vanda Insights said. “It’s time to tighten our belts. More fuel price hikes will need to come if the situation doesn’t ease soon.” Read More: India Hikes Fuel Prices For The First Time in Four Years State fuel retailers in India control 90% of the country’s outlets, and are on paper free to set rates. Yet government is a majority shareholder in these large refiners, and has kept pump prices frozen since March 2024 — choosing to shield households at the cost of squeezing refiners’ margins. Oil Minister Hardeep Puri said earlier this week that state refiners were losing 10 billion rupees a day by selling fuels below market prices. Even after the price hike, the companies are still losing half of that sum on sales of diesel, gasoline and liquefied petroleum gas, said Prashant Vasisht, senior vice president with rating agency ICRA Ltd....

AVAV280121P00250000 互動股市圖表 | AVAV Jan 2028 250.000 put 股市 Yahoo 財經

Investors shed government bonds around the world, propelling borrowing costs to multi-year highs from Japan to the US amid intensifying fears that war-driven inflation will force central banks to pursue higher interest rates. Inflation is the overwhelming risk facing the economy, Fed Governor Michael Barr said on Thursday. The comments followed data this week that showed producer costs accelerating at the fastest pace since 2022. Traders are pricing in an almost two-thirds chance the Fed will hike interest rates in December, according to data compiled by Bloomberg. The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie. (Source: Bloomberg)

What's Going On With NVIDIA Stock Friday? - NVIDIA (NASDAQ:NVDA) Benzinga

推荐：OpenAI发力AI企业级业务、三部门发文规范AI智能体发展、李彦宏：AI时代度量衡不应为Token消耗量 2026年3月29日，用户手机登录可灵AI客户端。图：视觉中国 【财新网】 快手拟重组视频生成模型可灵AI 5月12日午间，快手（01024.HK）发布公告称，为了进一步利用外部财务资源，公司董事会正在评估拟议重组可灵AI之相关资产及业务的方案，其中或涉及引入外部融资。该公告是对5月11日媒体报道作出的回应。据美国媒体The Information报道，快手拟拆分可灵并寻求独立上市，正以200亿美元整体估值寻求融资。 腾讯称AI应用订阅收费难度大 正推进智能体操作微信小程序

Microsoft's (MSFT) Business Software Under Investigation by UK R GuruFocus

SK Hynix Reports Strong Q1 Revenue Driven by NVIDIA (NVDA) GuruFocus

Madison Pacific Properties Inc. press release ( MPC:CA ): Q1 GAAP EPS of $0.18. As at March 31, 2026, the company owns approximately $787 million in investment properties (December 31, 2025: $768 million). More on Madison Pacific Properties Inc. Dividend scorecard for Madison Pacific Properties Inc. Financial information for Madison Pacific Properties Inc.

Anthropic 5月8 日发布了一篇对齐研究《Teaching Claude Why》，讨论的人不算多。 过去大模型的对齐似乎非常低效。做了一通RLHF，模型依然会因为生存危机反水。最典型的就是Anthropic的智能体失对齐（就是做了不符合他们道德训练的事）案例，在面对可能被系统抹杀的威胁时，经过了对齐训练的 Claude Opus 4选择勒索测试环境中的工程师，而且勒索率高达96%。 为了解决这个问题，研究团队起初用了蜜罐数据去跑强化，把本来用于检测模型是否会失控的测试场景，直接拿来当训练数据，用海量的惩罚样本试图告诉模型「这么做是不对的」。 但在耗费了巨大的计算资源后，模型的失对齐率仅仅从 22% 降到了 15%。 这说明这个对齐依然是假的。模型根本没有真正理解什么是伦理，什么是对错。它只是在背题库里的安全答案。一旦研究人员稍微改变一下测试的场景，或者在背景设定里加入一些干扰性的变量，模型依然会因为短视的利益冲突而失控。 然后，研究人员转变了思路。他们不再做机械的惩罚，不再告诉模型「No」，而是通过SFT给模型输入了仅仅 300 万 Tokens 的「困难建议」数据集。奇迹在这个极小规模的数据投喂后发生了。这些充满道德审议、详尽说理和深入辩论的数据，不仅让失对齐率在评估测试中暴降至 3%，还展现出了极强的跨场景泛化能力。 更有意思的是另一组跨域测试。他们仅仅是把「宪法文档」加上一些表现良好的虚构角色故事喂给模型。哪怕这些故事发生的场景和测试环境中的编程任务毫无关系，模型的勒索率也从 65% 断崖式下跌到了 19%。 为什么模型会吃这套？Anthropic团队自己给出了一些解释，比如更好的人格塑造。 虽然讨论的少，但它所揭示的信息非常有价值。 首先，我们先试试搞懂它有效的原因。 比如，什么叫讲道理？它和COT有什么不同？为什么SFT这个泛化困难户在这儿就表现得很好？ 回答完这些问题，我们也许就能给为什么它会有效一个更完整的解释。 我们还可以再走远一步。 这个按Anthropic的说法，只是「经验规则」的训练方法，其实可能蕴含着远超经验规则的范式性力量。 01 在灰色地带里讲道理的 CoT，是怎么炼成的 一提讲道理，大家首先想到的就是COT（思维链）。 在这篇文章提到的方法里，Anthropic 设置的困难问题集，就是假设用户陷入伦理困境，AI 给出的建议。 ...

FabrikaCr With the market having a volatile few months, b elow is a list of the top 10 large cap stocks with market capitalizations of $10 billion or more, ranked by their year-to-date performance. The list spans sectors including Communications Equipment, Heavy Electrical Equipment, Internet Services and Infrastructure, and Construction and Engineering. The list is topped by Applied Optoelectronics, Inc. ( AAOI ), with an impressive YTD performance of 483.96%. Bloom Energy Corporation ( BE ) and DigitalOcean Holdings, Inc. ( DOCN ) follow as the next top performers, with Viavi Solutions Inc. ( VIAV ) and Sterling Infrastructure, Inc. ( STRL ) rounding out the top five. Western Digital Corporation ( WDC ) and Powell Industries, Inc. ( POWL ) continue the strong performance among the remaining top ten. Notably, Lumentum Holdings Inc. ( LITE ) stands out with a Strong Buy quant rating of 4.99, the highest on the list. Vicor Corporation ( VICR ) and Ciena Corporation ( CIEN ) complete the top ten performers. Here is the list: Applied Optoelectronics, Inc. ( AAOI ), YTD perf: 483.96%, Quant Rating: 3.49 Bloom Energy Corporation ( BE ), YTD perf: 249.19%, Quant Rating: 3.49 DigitalOcean Holdings, Inc. ( DOCN ), YTD perf: 229.18%, Quant Rating: 3.47 Viavi Solutions Inc. ( VIAV ), YTD perf: 198.04%, Quant Rating: 3.49 Sterling Infrastructure, Inc. ( STRL ), YTD perf: 190.31%, Quant Rating: 3.48 Western Digital Corporation ( WDC ), YTD perf: 183.94%, Quant Rating: 3.49 Powell Industries, Inc. ( POWL ), YTD perf: 179.48%, Quant Rating: 3.39 Lumentum Holdings Inc. ( LITE ), YTD perf: 171.80%, Quant Rating: 4.99 Vicor Corporation ( VICR ), YTD perf: 165.09%, Quant Rating: 3.49 Ciena Corporation ( CIEN ), YTD perf: 152.95%, Quant Rating: 3.49 More on Bloom Energy, Western Digital, etc. Applied Optoelectronics Over Lumentum: One AI Networking Boom, Two Different Valuations Powell Industries: +164% Since December, Now A Fully-Priced HOLD Sterling Infrastructure: The Thesis Is Int...

New Era Energy & Digital, Inc. press release ( NUAI ): Q1 GAAP EPS of -$0.16 misses by $0.09 . Revenue of $0.8M (+142.4% Y/Y) beats by $0.7M . More on New Era Energy & Digital, Inc. New Era Energy & Digital: Still Not Suitable For Investors New Era Energy & Digital slips 12%, prices $100M stock offering at $3.35 per share New Era Energy & Digital announces public offering of common stock Seeking Alpha’s Quant Rating on New Era Energy & Digital, Inc. Historical earnings data for New Era Energy & Digital, Inc.