騰訊控股(0700.HK)1Q26點評：主業韌性強 下半年資本開支與AI產品有望加速 富途牛牛

Torsten Asmus U.S. Treasury yields moved sharply higher on Friday morning, with borrowing costs across the curve climbing toward one-year highs as investors continue to react to persistent inflation pressures and rising energy prices. Market participants continued digesting the latest Consumer Price Index and Producer Price Index reports, both of which came in hotter than Wall Street had anticipated, reinforcing concerns that inflation remains stubbornly elevated. The benchmark U.S. 10 Year Treasury yield ( US10Y ) advanced 7 basis points to 4.56%, hovering near its highest level in roughly a year. The last time the US10Y traded at these levels was back on May 22, 2025. Meanwhile, the U.S. 30 Year Treasury yield ( US30Y ) also gained 7 basis points, reaching its strongest reading since May 22, 2025, as well, as long-term inflation expectations remained under scrutiny. Shorter-dated government bonds also faced selling pressure. The U.S. 2 Year Treasury yield ( US2Y ) rose 5 basis points to 4.06%, marking its highest level since March 19, 2025. Rising crude oil prices added to inflation worries, with traders increasingly concerned that elevated energy costs could complicate the Federal Reserve’s path toward future interest-rate cuts. Investors are now closely watching upcoming economic data for additional signals on monetary policy. Fixed Income ETFs: ( TLT ), ( TLH ), ( IEF ), ( IEI ), ( SHY ), ( SGOV ), ( SCHO ), ( BIL ), ( AGG ), ( BND ), ( VCIT ), ( MUB ), ( MBB ), ( JNK ), ( LQD ), ( HYG ), ( VTIP ), ( TIP ), ( SCHP ), ( STIP ), ( TIPX ), ( SPIP ), ( WIP ), ( GTIP ), ( LQDI ), and ( RINF ). More on markets Dividend Roundup: Chevron, 3M, Lockheed Martin, Carnival Corporation, and more Top 20 stocks fueling the S&P 500 north of 7,500 Dow crosses 50K and these 10 names have been the index's YTD leaders S&P 500 and Nasdaq hit fresh records as history signals more highs could follow Fed’s favorite inflation gauge seen running at more than double target rate

俄罗斯外交部网站15日发布通报说，俄外交部长拉夫罗夫当天在印度新德里出席金砖国家外长会晤期间会见古巴外长罗德里格斯时表示，俄方愿向古巴提供适当的政治外交与物质支持。 通报说，俄方表示，“在局势空前升级的背景下，愿向哈瓦那提供适当的政治外交与物质支持”。俄方表示愿协助古巴满足其“公正的要求”，即立即停止美国对古巴的贸易、经济和金融封锁，并将古巴从美国认定的“支持恐怖主义国家”名单中移除。(新华社)

存储模组厂十铨科技董事长夏澹宁在股东会后表示，受惠AI需求持续攀升，外界看好存储产业热度预计一路延续至2028年。尽管上游产能将从2027年逐步增加，但从目前接单与技术发展趋势来看，2026~2027年上半年的需求仍非常庞大，价格极可能维持高档。（科创板日报）

Intel Returns To The F1 Racing Pits, Powering McLaren Racing As Its Official Compute Partner Wccftech

Crypto investors love a good comeback story, and XRP (CRYPTO: XRP) has spent years auditioning for the role. The SEC lawsuit is over, and XRP spot exchange-traded funds (ETFs) are live; just days ago, major financial businesses including JPMorgan Chase and Mastercard completed the first pilot of a cross-border redemption of tokenized U.S. Treasuries on the XRP Ledger (XRPL). All of that sounds like a coin that's on the verge of something big. The five years ahead will test whether XRP can convert these pilot programs into durable demand for the coin itself. Let's investigate what that might look like and where it'll leave this asset in mid-2031. Image source: Getty Images. Continue reading

核心要点 根据企业公开文件与就业数据， 通用汽车 （GM）、福特（Ford）及斯特兰蒂斯（Stellantis）这三家底特律车企，自 2020 年代就业峰值以来，已累计裁减 超 2 万个美国受薪岗位 ，占三家受薪员工总数的 19% 。 裁员原因各有差异，但整体与行业技术迭代密切相关 —— 包括软件定义汽车、自动驾驶、纯电动车型的普及，以及近期人工智能（AI）的崛起。 知情人士向 CNBC 透露，通用汽车本周进一步裁员，全球范围内裁减 500 至 600 名受薪员工 ，主要集中在得克萨斯州与密歇根州的信息技术部门。 2022 年至去年，通用汽车美国受薪员工总数已减少约 1.1 万人 ；而在此之前，其受薪员工规模曾从 2020 年的 4.8 万人扩张至 2022 年的 5.8 万人。 福特、斯特兰蒂斯渐进裁员 福特与斯特兰蒂斯的裁员节奏相对平缓： 福特 ：自 2020 年受薪员工峰值后，缩减约 5300 人 ，去年受薪员工总数约 3.07 万人； 斯特兰蒂斯 ：2020 年受薪员工为 1.5 万人，去年降至约 1.1 万人 。 三家车企受薪员工总数在 2022 年达到峰值约 10.2 万人 ，截至去年底降至 8.87 万人 ，降幅 13%。 AI 成裁员核心推手，福特 CEO 直言将取代半数白领 福特 CEO 吉姆・法利今年 7 月在阿斯彭创意节上直言： “人工智能将取代美国半数白领员工，很多白领将被时代淘汰。” 劳动力数据非营利机构 Burning Glass Institute 首席经济学家加德・莱瓦农指出， 文书、财务、IT（含编程）等重复性办公岗位 最易被 AI 替代。 他同时表示，自动驾驶、网络安全、软件定义汽车等领域的新增岗位，将抵消部分裁员影响，“未来 10-20 年，这将成为行业主流趋势”。 通用汽车裁员背后：业务收缩与战略转型 此次 IT 裁员前，通用汽车受薪员工减少还源于 克鲁斯（Cruise）自动驾驶出租车业务关停 ，以及 CEO 玛丽・博拉主导的常态化人员评估。 博拉在今年 1 月汽车新闻协会会议上谈及高管变动时称：“能带你走到 A 点的人，未必能带你走到 B 点。” 三家车企均未就近年美国白领裁员置评，此前仅以 “业务转型”“降本增效”“优化部门效率” 为由解释裁员举措。 行业分化：底特律三车企裁员，丰田扩招 底特律三车企的受薪岗位缩减， 不代...

VEU260618C00071000 互動股市圖表 | VEU Jun 2026 71.000 call 股市 Yahoo 財經

外国游客的足迹正在从北上广深走向更多中小城市。 随着中国过境免签等便利化措施深入实施，越来越多外国游客来到中国旅游、购物，更多消费动能在被激活。 数据显示，2026年一季度，全国累计查验出入境外国人2133.3万人次，同比增长22.3%。其中，一季度免签入境外国人831.5万人次，占入境外国人77.9%，同比上升29.3%。 其中，上海、北京、广州、深圳、成都、杭州、重庆等大城市是入境游的热门城市。从2024年底开始，“周五下班飞上海过周末”成为韩国游客在社交平台的热门话题。2025年全年上海接待入境游客总量936.02万人次，同比增长39.58%，2025年上海入境游客中，外国游客以713.87万人次占比超七成，同比增幅近50%，构成绝对主力。其中，亚洲近邻国家是稳定增长的“压舱石”，欧美及新兴市场贡献了关键增量，整体客源结构更趋多元均衡。 第一财经记者今年4月25日在广州市海珠区广州塔景区游客出口看到，外国游客占据了相当大的比例。此外，记者在越秀区广州火车站附近的多个市场也看到，随处可见外国人拉着大箱子采购。 在海外社交平台上，流传着一个“秘籍”：一定要带空箱子去中国。 从空间分布来看，当前入境游的目的地正在从一线城市、新一线城市、强二线城市向三四线城市扩展，外国游客的足迹正在从北上广深走向更多中小城市，一些中小城市涌入了越来越多外国人。 在线旅游预订平台上，今年春节，外国游客国内航线预订覆盖了107个城市，武夷山、井冈山、万州、阿勒泰等拥有世界级自然与文化资源的小众城市正进入国际视野。 根据“中国铁路”微信公众号，近年来，湖南省张家界景区以其独特的自然景观吸引了大量外国旅客，“张家界的山长满了外国人”，这句幽默的网络流行语生动体现了这座小城的国际范儿。作为湖南省张家界市的综合交通枢纽之一，张家界西站成为许多外国旅客转换交通工具的聚集地，从今年年初至5月13日，张家界西站累计到发外国旅客超65万人次。 公开报道显示，2025年，张家界荷花机场出入境外国人占比高达93.7%，居全国空港口岸首位；境外游客Visa卡交易量 跻身 全国第七，是前十名中唯一的地级市。过去，张家界入境游高度依赖韩国市场，但2025年迎来结构性突破。韩国仍为第一大客源国 ， 更具突破意义的是欧美市场的爆发：2025年欧美游客同比暴增260%，其中法国增长636%、西班牙723%、意大利915...

NVDA Stock Holds Firm As Inflation Data Tests Tech Rally timothysykes.com

Amazon (AMZN) Stock: Wall Street Analysts Raise Targets on Grocery Delivery and Cloud Expansion Blockonomi

Lalocracio/iStock via Getty Images The stock market loves turnaround stories, and the chart of shares of Applied Optoelectronics ( AAOI ) appears to be, perhaps, a classic example of a phenomenal U-turn. Just a couple of years ago, investors perceived the company as a problematic asset of the mid-cap sector. Its shares traded in the range of $10–$15, and chronic losses and low margin scared away large capital. However today, in May 2026, we are observing, it seems, a completely different picture. The company's capitalization reached the mark of $12 billion, and daily price fluctuations can reach double-digit values. The last several days became the quintessence of this volatility. On May 7th, the company published a report for the first quarter of 2026 , which most likely disappointed Wall Street. Revenue constituted $151.1 million, which turned out lower than the consensus-forecast of $154.8 million. The market, habituated to flawless indicators in the artificial intelligence sector, reacted by a harsh sell-off, sending the shares into a steep dive from their recent highs. Investors feared that the shift of a part of deliveries onto the second quarter because of problems with firmware is probably a return to the old operational problems of the company. Nevertheless, a powerful reverse happened already on Monday, May 11th. The shares of AAOI flew up almost by 20%, having punched the $170 level. This aggressive buying the dip shows that smart money looks further than the local delays of one quarter. The market realized that AAOI no longer appears as a small manufacturer of cheap components. Today this is a company which claims, perhaps, the status of a critically important infrastructural node in the global arms race of artificial intelligence. To understand the nature of this optimism, it is necessary to glance inside modern data processing centers. The essence of the business and optical autobahns for artificial intelligence The main problem of modern AI, it seems,...

BILI260821C00036000 互動股市圖表 | BILI Aug 2026 36.000 call 股市 Yahoo 財經

Over the first several days of trading in May, Rocket Lab (NASDAQ: RKLB) hadn't given investors much to celebrate. But that changed abruptly when the company reported first-quarter 2026 financial results after the market closed on May 7. That enthusiasm for the launch services stock has persisted this week, and analysts' positive outlooks on Rocket Lab stock are providing additional fuel for the exuberance. Investors' enthusiasm is undeniable, as the stock set a new all-time high yesterday, rising to $133.18. According to data provided by S&P Global Market Intelligence , Rocket Lab stock has risen 25.7% from its close on Friday through the end of yesterday's market session. Image source: Getty Images. Continue reading

据报道， 沃尔玛 正告知Flipkart放慢其IPO的步伐，转而专注于一个远不那么光鲜亮丽的目标：盈利能力。 据Moneycontrol报道，沃尔玛已要求这家总部位于印度的电商巨头暂缓其上市计划，并优先在2027财年结束前实现EBITDA盈亏平衡。据报道，这一决定是在沃尔玛首席执行官约翰·弗纳最近访问班加罗尔期间讨论的。这是他今年早些时候接任该职位以来首次访问印度。 Flipkart此前被广泛视为印度最受期待的未来IPO候选者之一，但沃尔玛现在似乎更专注于在测试公开市场接受度之前，先夯实该公司的财务基础。报道中引用的消息人士称，Flipkart已在内部设定目标，在进行IPO甚至IPO前融资轮次之前，先实现EBITDA盈亏平衡。 此举也反映出全球投资者对成长型公司情绪的变化。过去几年，公开市场对盈利能力和现金流的要求变得越来越高，尤其是对于那些过去优先考虑快速扩张而非盈利的大型电商和科技企业而言。 有趣的是，据报道，这是继PhonePe之后，沃尔玛放缓的第二个在印度上市的重大项目。沃尔玛持有Flipkart超过80%的股份，并持有PhonePe约71.8%的股份，这意味着这家零售巨头仍有望通过未来在印度的上市释放巨大的价值。 责任编辑：张俊 SF065

Industrial production increased 0.7% M/M in April, vs. +0.2% consensus and -0.3% in March (revised from -0.5%), according to data released by the Federal Reserve on Friday. Manufacturing output grew 0.6% in April, vs. +0.1% consensus and +0.1% recorded in the previous month (revised from -0.1%). The index for mining ticked down 0.1%, and utilities output moved up 1.9%. The production of durables increased 1.2% in April, with gains in most categories. The largest increase was in the output of motor vehicles and parts, which jumped 3.7%. Nondurable manufacturing production edged down 0.1%, as declines in several categories—notably the indexes for chemicals and for plastics and rubber products, which both decreased 0.9%—were mostly offset by increases in the indexes for food, beverage, and tobacco products, for printing and support, and for petroleum and coal products. Capacity utilization rate stood at 76.1%, against the consensus of 75.8% and 75.7% in March. The rate was 3.3 percentage points below its long-run (1972–2025) average, the Fed said. More on U.S. Economy Empire State Manufacturing Index jumps past consensus in May as new orders, prices climb Mortgage rates tick down, purchase demand softens Business inventories growth unexpectedly accelerates in March U.S. import, export prices jump more than expected in April

Bolt Technology OU agreed a deal with China’s Dongfeng Motor Group Co. to roll out an electric-vehicle fleet in South Africa that Yugo Rides will manage. The Sequoia Capital -backed ride-hailing firm already holds more than 50% of the market in Africa’s biggest economy after spending about $180 million to build out the business, said Simo Kalajdzic, the manager of local operations. The expansion by the Tallinn, Estonia-based company that competes with Uber Technologies Inc. adds to a broader growth push as it considers options that may include an initial public offering. “With the investment we are making, and the platform we are building, South Africa remains a strong strategic priority for us,” Kalajdzic said. In terms of global IPO plans, the company “will consider options, when market conditions are right,” he added. Bolt — which offers ride-hailing, food delivery and scooter rentals — earned a €7.4 billion valuation in a 2022 funding round after raising €628 million from Sequoia Capital , Fidelity Management and other investors. It has expanded into more than 50 countries and 850 cities globally, primarily operating across Europe, Africa, western Asia, and select markets in Latin America. The company recently also moved into East Asia by offering its services in Taiwan. Still, South Africa remains a key market for Bolt, said Kalajdzic, and consistently features in the company’s top 10 markets. Bolt entered Canada using the Hopp brand in early 2025 and also launched scooters in Washington. The platform will offer customers access to Dongfeng’s Box hatchback model and a more premium option through its 007 starting in Cape Town, Kalajdzic said. “We are taking a phased approach to launching this fleet as we consider the current infrastructure limitations, including the need for enough charging stations,” he said. With the Iran war raising fuel prices, electric vehicles offer a cheaper charge and form part of Bolt’s strategy to improve driver earnings, he said. Sign...

美国4月份工业产值增长0.7%，预估为0.3%。

在埃隆·马斯克起诉OpenAI、萨姆·奥尔特曼、格雷格·布罗克曼以及 微软 一案的第一阶段结案陈词结束后，微软仍处于市场关注焦点。 马斯克声称，OpenAI背离了其非营利使命，并将其捐赠的资金用于未经授权的商业目的。马斯克的律师还指控微软协助OpenAI涉嫌违反慈善信托义务。 OpenAI的律师驳斥了这些指控，称并未向马斯克就OpenAI的组织架构做出任何承诺，且其捐赠资金已被妥善使用。微软的律师则表示，公司对所指控的事件并不知情，也没有参与其中。 由九人组成的陪审团将于周一开始审议，但其裁决仅具有咨询性质。美国地区法官伊冯·冈萨雷斯·罗杰斯将做出最终的责任裁定。 对投资者而言，此案至关重要，因为微软通过其人工智能战略和基础设施投入，与OpenAI仍保持着深度绑定关系。 责任编辑：张俊 SF065

U.K. regulators have opened a formal antitrust investigation into Microsoft’s business software ecosystem, targeting Office, Teams, Copilot, and Azure. The probe focuses on bundling practices and how Microsoft’s services affect competition in cloud and AI interoperability. Microsoft has appointed former EY global chairman and CEO Carmine Di Sibio to its board as a director. At the same time, the company is pursuing independent AI capabilities by acquiring AI startups and expanding beyond its...

格隆汇5月15日｜美国4月工业产出月率0.7%，预期0.30%，前值-0.50%。

郑商所烧碱主力合约跌超2%，报1993元/吨。

Perma-Fix Environmental Services ( PESI ) said on Friday it priced an underwritten public offering of about 2.29M common shares at $8.75 apiece, raising gross proceeds of roughly $20M. The company also granted underwriter Craig-Hallum a 30-day option to purchase up to an additional 342,857 shares at the public offering price, less underwriting discounts. Perma-Fix said it plans to use the proceeds for capacity upgrades at its Richland facility in Washington state, continued development of its PFAS destruction technology, and for general corporate purposes. The offering is expected to close on May 18, subject to customary conditions. Stock down 1.11% in premarket trading. More on Perma-Fix Environmental Services Perma-Fix Environmental Services, Inc. (PESI) Q1 2026 Earnings Call Transcript Perma-Fix Set To Do Much Better In H2 '26 Perma-Fix Environmental Services, Inc. (PESI) Q4 2025 Earnings Call Transcript Perma-Fix Environmental Services announces public offering; shares down Perma-Fix secures $24M contract

Nu Holdings在公布2026年第一季度按管理口径计算的营收为53亿美元（首次突破50亿美元）后，盘前交易下跌4.87%。按中性汇率计算，净利润为8.71亿美元，同比增长41%。年化净资产收益率（ROE）收于29%，低于2025年第四季度的33%。 毛利润环比下降7%至18.8亿美元，信贷损失准备金环比增长33%至17.9亿美元。经风险调整后的净息差（NIM）从第四季度的10.5%下降100个基点至9.5%。早期逾期率（15至90天不良贷款率）上升89个基点至5.0%，与2024年第一季度和2025年第一季度观察到的季节性模式一致。总信贷组合同比增长40%至372亿美元。成本收入比从第四季度的19.9%改善至17.6%。 墨西哥业务实现盈亏平衡，并以1500万客户成为该市场第三大金融机构。全球客户总数达到1.35亿，其中巴西市场突破1.15亿。创始人兼首席执行官David Vélez表示，公司正在“围绕人工智能重建银行业”，其专有的基础模型NuFormer现已在巴西和墨西哥的信用卡决策以及巴西的无担保贷款业务中投入使用。 责任编辑：张俊 SF065

美国4月制造业产出环比 0.6%，预期 0.2%，前值 -0.1%。

美国4月工业产出环比 0.7%，预期 0.3%，前值 -0.5%。

Nvidia (NVDA) Q1 Earnings Preview: What You Should Know Beyond the Headline Estimates Yahoo Finance

Nvidia’s rich AI narrative faces its next big test on May 20 as traders brace for a sharp post-earnings move.

mohd izzuan/iStock via Getty Images In February of this year, I wrote an article on Blue Owl Capital ( OBDC ), elaborating on the reasons that motivated me to assign it a buy rating. It was the same old argument of a too-steep discount relative to the intrinsic value. What made OBDC's case particularly interesting was its abnormally deep discount. This was (and still is), among other things, likely driven by its linkage to poorly performing Blue Owl Capital ( OWL ) following unsuccessful merger attempts between OBDC and OBDC II and liquidity gating. While this situation might sound risky, in reality, it has nothing to do with OBDC's underlying fundamentals. Since the publication of that piece, OBDC is up by ~2%. Now, right before the Q1 earnings season, I noticed a couple of new data points based on which I issued a follow-up piece: Blue Owl Capital Corporation: 3 Pressures Mounting And How To Play It. I had three observations and one clear message to investors before Q1 data: OBDC's NII per share would likely contract due to lower base rate headwinds and unfavorable debt refinancing. OBDC's NAV per share would likely drop given the monthly NAV statists published by strongly correlated (overlapping) private sister BDCs. OBDC's dividend would likely get cut in Q1 (many drivers). The message (excerpt from the article): "As a long-term investor, I remain bullish on OBDC. But if I were seeking short-term gains (say in 2026, but especially in Q1 or Q2), I would move on from OBDC". Looking at the Q1 2026 data , the dividend cut and subdued share price (despite underlying fundamental strengths), show that my thesis has nicely come to a fruition. And I have to say that when it comes to my long-term investment conviction in OBDC, nothing has changed. In fact, based on the recent data, my base case now is that we could see a decent rally of OBDC already in Q2 or Q3. Let me explain. Thesis review On the surface, the Q1 results don't look good. Both key metrics - adjusted NII a...

My President Went To Beijing And All I Got Was This Crummy T-Shirt Authored by Peter Tchir via Academy Securities, Stocks rallied after Jensen hopped on AF1 in Alaska. They rallied several times yesterday on Iran/China headlines, on Boeing selling planes headlines, and other soundbites from the much heralded Xi and Trump Summit. As discussed in Wednesday’s report China and Trade , we did not have high expectations regarding this meeting. We did feel that the President wanted a deal badly enough, that we would get something to help markets, even though it seemed like China had a marginally better/better hand than the U.S. What we were not expecting was a perfunctory set of meetings and press conferences . The President is many things, but perfunctory is rarely one of them . Perfunctory describes an action carried out quickly, superficially, or carelessly, usually as a routine duty rather than out of genuine interest or care. It implies a lack of enthusiasm, effort, or thoroughness, often done merely to get a task finished . (via AI finding the Merriam Webster definition). With a truly impressive entourage of politicians, political appointees and business leaders, the stage seemed set for something “bigger” than what we got. We often get more market moving social media posts in the middle of the night than we got as part of this historic meeting. I did not have high expectations, but I was hoping for more than what we got. I would rather have seen some confrontation and pushing an agenda, than what seemed quite “perfunctory”. It leaves me (and possibly markets) a little confused . Have stocks been pumped as high as they can? What decision does the President make with Iran over the weekend? It did not seem like there was any commitment from China to help, and according to at least some comments from the President, China was not asked to help. Really, not sure what to make of the lack of headlines, but cannot help but think of those souvenir T-Shirts saying My President...