日本陆上自卫队将于17日至22日，首次在冲绳县的宫古岛、石垣岛和与那国岛3地，实施“陆上总队演习”。此次演习除来自九州、北海道等各方面约300名自卫队队员参加外，还有约20名驻冲绳的美国海军陆战队员参与。（央视新闻）

16日，我国自主研发生产的103号赛级汽油在新疆正式投入使用，这是国内首批实现工业化生产的103号高标号赛级汽油，填补了国内高性能赛车燃油的空白，结束了我国顶级赛事用油长期依赖进口的局面。汽油的标号一般是指其辛烷值，而辛烷值是衡量汽油抗爆性的一个重要参数，直接决定发动机的动力输出极限和运行稳定性。此次投用的103号赛级汽油，是专门针对赛车发动机高转速、大负荷、长时间连续运行的极端工况定向开发的高端产品。产品研究法辛烷值达103以上，较市售98号车用汽油高出5个单位，可有效降低赛车发动机在高压缩比、高负荷环境下发生爆震的风险。赛车长时间处于高转速、大负荷运行状态，对燃油抗爆性、燃烧响应和稳定输出能力提出更高要求。长期以来，国内高端赛事燃油市场较多依赖进口赛用燃油，部分车队也会根据发动机需求自行调和油品，不仅采购周期长、成本高，还存在供应链不稳定的风险。（央视新闻）

今天是第三十六个全国助残日。截至2026年3月底，全国残联系统共有737家调解组织、2586名调解员入驻人民法院调解平台参与调解工作，在人民法院指导下先行调解纠纷1559件，调解成功940件，调解成功率67.14%，大量涉残纠纷被行业专业调解实质性化解在成讼之前。各地法院携手残联全面提升诉讼服务中心无障碍环境建设水平，做深做实残疾人诉讼服务和多元解纷工作，切实打通服务残疾人“最后一公里”，把以人民为中心的发展思想落到实处。(央视新闻)

TGRA FD A (1872227.IR) 最新股票消息和頭條新聞 Yahoo 財經

Francesco Scatena/iStock via Getty Images Orion Group ( ORN ) is a small-cap stock that has quietly put up stellar YTD performance of nearly 53%. This rapidly positive performance may deter new entrants into the stock, but I am encouraged, after having worked through the numbers, by the amount of adjusted EBITDA upside I was able to produce. The marine division is firing on all cylinders and points to a clear upside surprise for guidance in the coming quarters on both a top line and margin basis. I see material upside for shares from the current level. Business Profile Orion is a specialty construction company that serves a variety of end markets ranging from infrastructure, industrial and building across the United States, Canada and the Caribbean. The company has two primary segments - marine and concrete. In marine, the company provides construction and dredging services, which includes things like marine transportation facility construction, marine pipelines, environment structures and other services. In concrete, the company provides turnkey concrete services, which includes placement, finishing, site preparation, layout, forming and rebar placement. The concrete segment more recently has benefitted from the rapid build out of data centers due to AI demand. The vast majority of revenue comes from marine at 74%, while the remaining 26% is from concrete. The company largely bids on contracts on an RFP basis from both government and private contractors. The contracts are primarily fixed in nature, which reduces any sort of risk with contract pricing throughout their lives. It's important to note that the company has about 52% government customer exposure and 48% private company exposure. More specifically, 19% of revenue comes from the federal government, 14% comes from state governments, and 19% comes from local governments. The company has been recently active on the M&A front. In February, the company announced they were purchasing J.E. McAmis, Inc., a construc...

America's Medicine Supply Chain Is A National Security Vulnerability Authored by Will Coggin via RealClearDefense , The Chinese government is tightening the screws on American investment in its artificial intelligence sector . The core purpose is to keep U.S. capital out of technologies it deems “strategically sensitive” to national security. The protective action is a reminder that Washington also needs to prioritize insulating our own critical sectors from foreign adversaries. Few industries are more important to our national security than healthcare. More than 131 million people - nearly two-thirds of all U.S. adults - use prescription medications. Yet the United States has allowed its pharmaceutical supply chains to become dangerously dependent on foreign rivals - particularly China. That vulnerability became strikingly clear during the pandemic, when U.S. leaders scrambled to secure masks, gloves, and other protective equipment from overseas. But our overreliance on China runs far deeper than just rubber and fabric. Today, China produces an outsized portion of the world’s Active Pharmaceutical Ingredients (APIs). These are the chemical backbone of most medicines, from insulin to antibiotics to asthma treatments. In a crisis—whether military confrontation, sanctions escalation, or a broader trade disagreement—Beijing would have us by the pills. It’s not theoretical. China has already demonstrated its willingness to weaponize supply chains. During recent trade disputes, Beijing leveraged its control over rare earth minerals—critical inputs for everything from aerospace systems to consumer electronics—to strengthen its negotiating position against the United States. This kind of market dominance is by design. Every five years, leaders from across China congregate to decide a new national development plan. Because of the country’s highly-centralized structure, the government systematically targets strategic industries. In 2020, that five-year plan focused on electr...

BT WE Australian Unity Mortgage Income (16314.AX) 最新股票消息和頭條新聞 Yahoo 財經

At least 80 deaths reported in Congo’s Ituri province while Uganda reports spread from travellers from the DRC The World Health Organization (WHO) has declared an Ebola outbreak in the Democratic Republic of Congo and Uganda a “public health emergency of international concern”. The WHO on Sunday said the outbreak, caused by the Bundibugyo virus, does not meet the criteria of a pandemic emergency. Continue reading...

据The Information援引知情人士报道，贝莱德考虑在下个月的SpaceX首次公开募股(IPO)中投资50亿至100亿美元。（财联社）

格隆汇5月17日｜据The Information援引知情人士称，贝莱德考虑在下个月的SpaceX首次公开募股(IPO)中投资50亿至100亿美元。

行业数据周日显示，今年一季度韩国头部企业营业利润突破156万亿韩元（折合1040亿美元），其中超六成利润由韩国两大芯片巨头创造。 企业数据机构CEO Score统计数据显示，韩国营收排名前500的企业中，328家企业今年一季度合计营业利润达156.35万亿韩元，同比大增158.6%。 同期企业总营收同比上涨29.4%，至1038万亿韩元，较上年同期增加235.3万亿韩元。 全球两大芯片企业三星电子与SK海力士合计营业利润高达94.8万亿韩元。 分企业来看，三星电子一季度营业利润以57.2万亿韩元位居榜首，同比暴涨756.1%，该数值已超越其去年全年43.6万亿韩元的营业利润总额。 SK海力士一季度营业利润为37.6万亿韩元，同比增幅达405.5%。 责任编辑：陈钰嘉

imaginima/E+ via Getty Images I previously rated Energy Transfer LP ( ET ) as a Buy in February 2026, thanks to their beneficiary status from the surging natural gas demand/NGL exports. In this article, I shall discuss why I am reiterating my Buy rating for the ET stock here, given the excellent margin of safety from their discounted valuations and their inflation beating distribution yields. ET Proves Their AI Relevance And Commodity Resilience ET 1Y Stock Price (Trading View) 1. AI Power Demand Since my last Buy rating, ET has already delivered an excellent total return of +8.45%, not too far from the wider market at +7.97%, with a similar recovery also observed in its pipeline peers in varying degrees. Much of their tailwinds are attributed to the reiterated durability of AI compute demand by numerous hyperscalers during the ongoing Q1'26 earnings season, with it directly contributing to the multi-billion dollar data center capex trends over the next few years. This reason is also why Goldman Sachs Research already expects the global power demand from data centers to " increase 50% by 2027 and by as much as 165% by the end of the decade (compared with 2023)," with it naturally buoying the demand and the rapid build out of energy generating infrastructures. These reasons may also be why ET has reported expanded agreements for long-term, firm natural gas transportation services for: the Nexus Hubbard Campus in Central Texas with service expected by the end of 2026, with the client "constructing a behind-the-meter, AI hyperscale campus powered by on-site natural gas generation" and the "costs associated with this project are expected to be fully reimbursed," along with a new data center site in Arkansas with service expected in mid-2027. These developments build upon ET's prior supply agreements for Oracle ( ORCL ), Fermi America - a private grid provider for data centers, and CloudBurst , . These naturally underscore the growing data center demand for clean energy ...

记者今天（17日）了解到，市场监管总局印发《市场监管部门促进民营经济发展壮大2026年工作要点》，提出34项重点工作任务，坚持监管规范与促进发展并重，持续营造公平竞争环境、创新监管治理方式、提升发展服务能力，以更优环境、更实举措、更强支撑，推动民营经济高质量发展。（央视新闻）

Bulgarian singer Dara stormed to victory in the contest, while Ukraine broke the record for the longest note ever sung at Eurovision.

Chinese businesses in Indonesia have issued an unusually blunt warning to President Prabowo Subianto that a wave of tougher rules is hurting investor confidence, exposing growing tension between Jakarta’s push for control of the resources sector and foreign capital that has helped power the country’s nickel boom. Several ministers in Jakarta have pushed back, saying Indonesia must prioritise sovereignty over its natural resources, while stressing the government remains open to dialogue and has...

China has confirmed for the first time that it is drawing up a “comprehensive law” on artificial intelligence. Industry insiders said the move showed China had accumulated enough practical experience and was speeding up its governance as a result. A legislative work plan for the year issued last week by the State Council, China’s cabinet, outlined plans to “improve AI governance and accelerate comprehensive legislation for the sound development of AI”. It said the government would move faster to...

Hong Kong’s retail property market is gradually building momentum as spending and confidence of consumers and tourists return, according to analysts. Unlike the city’s past peak rental levels, however, this time the tenant mix was more diversified, with retailers offering unique experiences and products that enhanced their appeal to shoppers, they said. “We see structural shifts towards more experience-driven and diversified tenant mixes, rather than a full return to past peak rental levels,”...

Fear is one of the biggest drivers of investing. It often comes in two forms. The first is the fear of losing money, which can often keep investors from pulling the trigger to invest. This can be because the stock market is trading near all-time highs, like it is now, so some investors worry that they are buying near a top. However, this is often an overblown worry. The S&P 500 hitting all-time highs is not an unusual event. In fact, a J.P. Morgan study found that since 1950, the S&P 500 has hit a new high on about 7% of all trading days. Meanwhile, it never traded lower on about a third of those occasions. This means that if you waited for a dip, most of the time you were left waiting, missing out on solid gains. Fear of losing money also often occurs when stocks correct or enter a bear market. While the common mantra is to buy the dip, that is often easier said than done when stocks are getting crushed day in and day out. This also causes some investors to sell with the intent to buy later. However, the market's largest gains typically follow its largest down days, and studies have found that investors who miss these big reversals typically greatly underperform the market. Continue reading

5月17日，我国首颗文物行业遥感卫星“文物01星”出征仪式在吉林长春举行。“文物01星”由国家文物局联合长光卫星技术股份有限公司承担研制。出征仪式上，中国文物信息咨询中心（国家文物局信息中心）与长光卫星技术股份有限公司现场签署框架合作协议。下一步，国家文物局将以“文物01星”和相关卫星星座为支撑，推进高分辨率卫星遥感、人工智能等技术在文物保护领域的融合应用，构建文物卫星遥感监测系统平台，为文物安全监管工作提质增效提供重要能力支撑。（国家文物局）

贝莱德有意参与SpaceX的首次公开募股，此举有望让这家全球最大资产管理公司成为这场史上最大规模IPO的核心锚定投资者。 据报道援引知情人士， 贝莱德正考虑以50亿至100亿美元的规模参与SpaceX的此次发行。 最终投资金额将取决于SpaceX的IPO定价及其他相关因素。SpaceX预计最早于6月初启动正式路演，此次IPO募资规模或高达750亿美元。 若交易达成，这将是近25年来罕见的IPO巨额单笔认购。据报道，投资银行家的统计显示，过去二十五年里，单笔认购规模达到或超过10亿美元的IPO案例不足12起。对于正积极寻找锚定投资者的SpaceX而言，来自贝莱德的巨额资金支持，有望吸引更多大型机构投资者跟进。 持仓落后同行，贝莱德拟借IPO加注SpaceX 贝莱德此前已通过私募渠道持有SpaceX股份。根据公开的共同基金申报文件， 其现有持仓市值至少为3亿美元 。但与富达、Baillie Gifford及富兰克林邓普顿等已建立大规模头寸的同行相比， 贝莱德的持仓规模明显偏小 。 此次潜在的IPO投资将动用贝莱德旗下规模达5360亿美元的主动管理基金。据报道援引接近交易人士，鉴于本次IPO体量史无前例，SpaceX需多家机构各自投入数十亿美元级别的资金。 在SpaceX上市前夕，贝莱德CEO Larry Fink对马斯克的公开表态趋于积极 。今年早些时候，Fink在达沃斯论坛亲自为马斯克主持访谈，盛赞特斯拉的投资回报。“试想，若大量养老基金在特斯拉上市时便跟投马斯克，其回报将何其可观。”Fink在台上表示。他在访谈尾声时称：“关于马斯克有太多误解。我可以告诉你，他是我真正的朋友。我不断从他身上学习，他的未来愿景令我深受启发。” 风险难阻热情，机构投资者普遍看好 为迎接IPO，SpaceX上月专门组织了一次为期两天的大型投资者参观活动，行程包括位于得克萨斯州南端的Starbase发射台，以及位于孟菲斯的xAI数据中心。参与方包括贝莱德、T. Rowe Price、Capital Group及富达投资等机构的大型代表团。 据报道，一位参与此次行程的资管公司投资者表示“看多派的逻辑很简单：跟着马斯克押注，你从未亏过钱。”这一表态折射出华尔街对SpaceX的整体态度—— 尽管风险显而易见，机构投资者仍普遍倾向于参与这笔历史性交易。 高估值与治理风险并存 尽管市场情绪乐观，Spa...

市场千元股数量达到5只，分别为源杰科技、贵州茅台、寒武纪、联讯仪器和中际旭创。 5月12日，中际旭创（300308.SZ）晋升千元股。至此，市场千元股数量达到5只，其他4只分别为源杰科技（688498.SH）、贵州茅台（600519.SH）、寒武纪（688256.SH）、联讯仪器（688808.SH）。纵观这5只千元股，除了贵州茅台属于“老钱”外，其余4只清一色的AI算力产业链“新贵”，源杰科技为光芯片龙头、寒武纪是ASIC芯片巨头、联讯仪器是光通信国产测试仪器稀缺供应商、中际旭创光模块龙头。 与此同时，同在AI算力产业链中的沐曦股份-U（688802.SH）、德明利（001309.SZ）、摩尔线程-U（688795.SH）正在向千元股靠拢，如今，随着这些科技新贵们的股价暴涨，其实际控制人的持股市值水涨船高，新的财富故事正在A股上演。 批量“造富”的产业链 AI算力产业链是当下A股市场最热的板块，尤其是产业链上游的加速芯片、光模块、光通信、存储设备等行业。Wind数据显示：去年以来，万得AI科技主题指数累计涨超6倍、万得光通信指数累计涨幅超5倍，万得算力主题指数累计涨2.6倍。 其中，加速芯片是提供智能算力的核心硬件基础，其以极高的效率处理海量数据，是支撑各类AI应用和大模型运行的算力核心，加速芯片主要类型包括GPU、ASIC、FPGA及NPU等。 寒武纪作为ASIC芯片巨头，2020年登陆科创板时，创始人陈天石的持股市值就已超过200亿元。去年，寒武纪股价一度超越贵州茅台，被称为“寒王”。今年5月，寒武纪市值最高突破8000亿元。陈天石直接持股1.1953亿股，按最新股价1209元计算，持股市值已超1400亿元。 在“国产GPU四小龙”中，摩尔线程-U、沐曦股份-U于去年12月先后A股上市，上市当天涨幅分别高达425.46%、692.95%。不过，今年初，两家公司的股价均有所回调，最新报收664.36元/股 、715.35元/股。 摩尔线程-U的实际控制人为张建中，沐曦股份-U的实际控制人为陈维良，仅按两人的直接持股计算，其持股市值也分别达到了294亿元、144亿元。 在光模块领域，中际旭创年内股价已累计涨超72%，并成功晋升“千元股”，实际控制人王伟修直接持股6973.15万股，仅这部分股票的最新市值就已达到732亿元。 另外，新易盛（300502.SZ）股价年...

According to a May 12, 2026, SEC filing , CAZ Investments increased its stake in Blue Owl Technology Finance Corp. (NYSE:OTF) by 1,925,299 shares. The estimated transaction value is $24.54 million, based on the average closing price for the first quarter of 2026. The fund’s quarter-end position in the company stood at 3,084,638 shares, with a value of $38.22 million. Blue Owl Technology Finance Corp. is a leading provider of capital to technology and software companies in the upper middle market, leveraging a diversified portfolio of debt and equity investments. The company’s strategy centers on generating stable income streams through lending, while capturing upside from equity participation. Its focus on the U.S. technology sector positions it to benefit from ongoing digital transformation trends and the capital needs of high-growth enterprises. CAZ Investments’ recent purchase of 1.9 million shares in Blue Owl Technology Finance appears to demonstrate confidence in the company’s future prospects. CAZ likely hopes to benefit from lending to fast-growing companies in the tech sector. Since this sector has been seeing strong growth, this strategy should provide consistent income. Continue reading

韩国总理敦促三星电子薪资谈判双方在周一达成妥协。将寻求所有可能的解决方案，包括紧急仲裁。（财联社）

格隆汇5月17日｜据韩联社，韩国总理敦促三星电子薪资谈判双方在周一达成妥协。韩国总理表示，将寻求包括紧急仲裁在内的所有选项。

Should investors buy AMD stock instead of Palantir stock? MSN

格隆汇5月17日｜据央视，近日，德国知名智库伊弗经济研究所所长克莱门斯·菲斯特在接受总台记者的采访时表示，美国和以色列对伊朗发动的军事行动冲击德国经济复苏进程。他表示：德国是一个高度外向型的经济体，受到美国关税政策的影响，德国目前正深陷经济困境，我们的经济水平目前仅维持在2019年的水平。这意味着经济已停滞了六年，现在是第七个年头。如今又出现美以对伊朗军事行动，此前人们原本预期，今年德国经济能够实现反弹，这主要由政府支出和借贷所驱动，但战争的发生阻碍了这一进程。这也意味着今年德国经济增长将会乏力，预计仅为0.6%左右。菲斯特表示，虽然德国暂时不会面临天然气等能源供应的短缺，但是霍尔木兹海峡航运受阻对全球能源稳定造成影响，进而影响到全球产业链和供应链。这也给德国经济复苏带来风险。

雷达财经出品 文|丁禹 编|孟帅 辞任娃哈哈董事长后，宗馥莉对娃哈哈核心代工厂——宏胜集团的"刀刃向内"改革，正步入深水区。 据媒体报道，近日，宏胜集团分管行政、销售、法务、生产四大板块的原负责人已全部"出局"。 这场"大换血"伴随着组织与业务架构的剧烈调整，公司正通过外包、裁员等手段寻求降本增效。 宏胜"人事大地震"的背后，是其所面临的严峻业绩压力。 据媒体获悉的宏胜集团内部文件， 截至5月9日，宏胜集团全国合计报站23亿，完成任务的66%，较同期负增长24%，发货5.2亿，仅完成任务的15%，较同期负增长83%，经销商压货与履约问题凸显。 如今，宗馥莉虽已辞任娃哈哈董事长、总经理等要职，但凭借手中所持的娃哈哈近三成股份，其仍坐拥可观财富。在3月揭晓的《2026胡润全球富豪榜》中，宗馥莉家族以 910亿元的财富再度登榜。 宗馥莉出手，宏胜“大换血” 5月14日，据多方媒体报道， 宏胜集团总裁办主任叶雅琼已离职。 据悉，叶雅琼此前为宏胜集团的核心骨干成员之一。2024年，在宗馥莉掌权娃哈哈后，叶雅琼等人进驻娃哈哈董事会。 天眼查显示，截至发稿，叶雅琼仍担任杭州娃哈哈集团、浙江娃哈哈实业股份有限公司董事。除此之外，其名下还关联着浙江省娃哈哈慈善基金会。 公开报道显示，此前，叶雅琼于2021年出任娃哈哈集团旗下销售公司的党支部书记，2023年出任集团营销中心办公室主任，此后还担任娃哈哈集团政务中心总监。此外，叶雅琼还担任宏胜集团总裁办主任。 事实上，今年以来，宏胜集团的管理层正经历着持续的震荡。据新浪财经，此前，宏胜集团发布一份组织架构调整及人员任免通知，将营销中心划归总裁宗馥莉统筹直管，销售总经理吴汀燕被免职。 同时，销售公司商超管理科、特通管理科合并更名为商超特通管理科。渠道客户管理科与产品价格管理科合并为渠道管理科，由渠道管理科承接原两科室全部业务职能。 此外，原计划中心生产管理科科长吴潘潘、桥南基地综合管理科副科长吴丹凤、法务部部长周卓盈也被免职。 至此，分管宏胜集团行政、销售、生产、法务四大核心业务板块的原负责人均已离职。 另据界面新闻，宏胜集团正将非生产业务进行外包。 一位内部人士称，自今年年初以来，宏胜集团能动、物业、仓储、实验室四大板块业务外包工作，需在6月30日前全面落地完成，最终可能要裁员30%。 有接近宏胜集团方面人士向每日经济新闻透露，“为了仓库...

委内瑞拉政府16日表示，已依据本国移民法律驱逐商人亚历克斯·萨博，以便其就涉嫌在美国实施的犯罪行为接受调查。委内瑞拉身份识别、移民与外国人事务管理局当天发表声明说，萨博“涉嫌在美国实施多项犯罪行为”，相关驱逐程序已依法执行。声明称萨博为“哥伦比亚公民”，未明确说明其将被送往何处。萨博拥有委内瑞拉和哥伦比亚双重国籍，据信与委总统马杜罗关系密切。美国司法部门于2019年7月以洗钱等罪名起诉萨博。2020年6月，萨博以委政府特使身份前往伊朗，经停非洲国家佛得角时被捕，2021年10月被引渡至美国。2023年12月，根据美委达成的一项协议，美方释放萨博。据哥伦比亚媒体今年2月报道，萨博在委内瑞拉被捕，将被引渡到美国。(新华社)

医药行情整体继跌。国家医保局约谈零售药店，涉及两家上市公司；信达生物创始人减持，股价下挫 本周医药继续走跌。A股医药生物板块累计下跌2.75%，跑输大盘。图：视觉中国 【财新网】 股市显著分化，医药继续走跌。本周（5月11日—15日），A股医药生物板块累计下跌2.75%，跑输大盘；同期上证指数累计下跌1.07%，沪深300指数累计下跌0.25%。市场整体呈明显结构性行情特征，31个申万一级行业板块中，本周仅通信、电子等少数科技板块大涨，其余多数行业周线收跌，医药在行业板块涨幅榜上排名第16位。 细分来看，中药、医疗服务本周在医药二级板块中领跌，周跌幅均超过3%；生物制品本周累计跌幅也接近3%。此外，医疗器械、化学制药、医药商业等板块，本周累计跌幅也在2%以上。