Cornerstone Enterprises LLC Sells 14,955 Shares of NVIDIA Corporation $NVDA MarketBeat

Benchmark Financial LLC Purchases Shares of 2,009 Apple Inc. $AAPL MarketBeat

Brighton Jones LLC Buys 31,280 Shares of Apple Inc. $AAPL MarketBeat

Microsoft Corporation $MSFT is Columbia Asset Management's 2nd Largest Position MarketBeat

Boston Trust Walden Corp lessened its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,000,740 shares of the software giant's stock after selling 53,783 shares during the period. Microsoft accounts for approximately 3.7% of Boston Trust Walden Corp's portfolio, making the stock its largest position. Boston Trust Walden Corp's holdings in Microsoft were worth $483,978,000 at the end of the most recent reporting period. Several other large investors also recently bought and sold shares of the stock. IRON Financial LLC boosted its stake in shares of Microsoft by 23.2% during the third quarter. IRON Financial LLC now owns 6,510 shares of the software giant's stock worth $3,372,000 after buying an additional 1,225 shares during the period. PMG Family Office LLC acquired a new stake in shares of Microsoft during the third quarter worth about $828,000. Trifecta Capital Advisors LLC boosted its stake in shares of Microsoft by 2.3% during the third quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant's stock worth $36,347,000 after buying an additional 1,572 shares during the period. TD Waterhouse Canada Inc. boosted its stake in shares of Microsoft by 1.0% during the third quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant's stock worth $493,860,000 after buying an additional 9,700 shares during the period. Finally, Werba Rubin Papier Wealth Management boosted its stake in shares of Microsoft by 15.7% during the fourth quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant's stock worth $6,041,000 after buying an additional 1,698 shares during the period. Institutional investors and hedge funds own 71.13% of the company's stock. Get Microsoft alerts: Sign Up Microsoft Trading Up 3.1% Shares of Microsoft stock ope...

Diversified Enterprises LLC Increases Stake in NVIDIA Corporation $NVDA MarketBeat

格隆汇5月17日｜金富科技(003018)发布股票交易异常波动公告，当前液冷行业处于快速扩张周期，未来行业竞争格局或将发生显著变化。随着行业持续发展，后续可能面临市场参与者增多、行业竞争持续加剧、产品毛利率承压下滑、行业产能阶段性过剩等问题。公司液冷业务未来拓展进程、市场布局落地节奏及未来盈利水平均存在较大不确定性。

The Singapore Police Force has obtained footage of the AI-generated Zoom video conference that was part of a scam involving the impersonation of senior government officials, including Prime Minister Lawrence Wong, it said on Saturday. In one case, a victim lost at least S$4.9 million (US$3.8 million) in what was claimed to be funding help related to the Strait of Hormuz, police said earlier. Victims would typically receive a WhatsApp message from a scammer impersonating the secretary to the...

CMCO 8-K/A及美國證券交易委員會申報文件 Yahoo 財經

衢州发展公告称，公司第十二届董事会第二十七次会议审议通过《关于终止发行股份购买资产并募集配套资金暨关联交易事项的议案》，同意终止本次交易。因先导电科股东结构多元，各方在交易定价与核心条款上存在较大分歧，难以达成共识，其控股股东先导稀材提请公司终止重组。公司承诺自披露公告之日起至少1个月内不再筹划重大资产重组事项。

示意图 自4月初以来，立讯精密股价上涨超过55%。 5月11日，立讯精密市值创下历史新高，达到了5542亿人民币。立讯精密掌舵者王来春持股18.75%，身价也突破了千亿人民币，成为国内白手起家的又一位千亿女富豪。 如果说4月以来的涨幅，是因为立讯精密“站在光里”，短期股价大涨或许与一则收购公告有关。 5月10日，公告显示立讯精密拟通过收购京西智行集团全部股权，间接拿下京西国际约59.50%股份，有望成为其最终控股股东。这是立讯精密继两年前收购德国莱尼后，在汽车领域的又一关键资本动作。 郭台铭门 徒 立讯精密的故事通常被描述为“打工妹”逆袭成为女富豪的爽文剧本。实际上，只单纯地给创始人王来春贴上“打工妹”的标签，就像是只把立讯精密当做一家代工厂。 与现在创业者的背景不同，王来春既不是天才少女，也不是海归精英。她出生于20世纪60年代末的潮汕地区，当时物质和思想都极度匮乏，农家女出身的她，更是过早地尝到了生存的艰辛。 1988年，改革开放的风头正盛，21岁的王来春选择到最热闹的深圳求职，此时正赶上郭台铭来内地创业，于是，机缘巧合下，她成为了富士康首批150名员工之一。 早期的富士康被外界称为“血汗工厂”，流水线两班倒，每天站12个小时是家常便饭，累了一天，洗澡还得等。很多人受不了这份苦，干了几个月就走了，但王来春却坚持留了下来，这一留就是十年。 这十年间，王来春不仅成为了大陆员工里职位最高的女主管，还像海绵一样吸收了消费电子行业的大量经验，成长为了郭台铭最出色的学生。 一个细节是，她在立讯几乎复制了富士康模式，工厂管理军事化，连车间里都挂着郭台铭的管理语录。对于“徒弟”的成功，郭台铭曾公开评价：“富士康在中国大陆创造了很多亿万富翁，王来春是最具代表性的一位！” 1999年，受金融危机影响，香港很多公司都破产倒闭了。王来春看准机会，毅然辞去富士康高管职位，和哥哥王来胜共同收购了香港立讯公司。面对这一冒险举动，她的家人是反对的，其母亲甚至把家里的现金和存折都藏了起来。 然而，这并非是王来春的冲动之举，在立讯早期，王来春选择依附富士康生存，“富士康开到哪，立讯就跟到哪”，专门承接其一时无法处理的订单：低毛利的，高难度的。富士康给什么，她就做什么，在定价方面也完全由富士康说了算。 所以成立后的很长一段时间内，富士康始终是立讯的第一大客户，这种关系也让富士康越来越离不开立讯，因此...

What to Expect in the Week Ahead (NVDA, WMT, HD Earnings; Fed Meeting and CPI Report) Moomoo

格隆汇5月17日｜宏和科技(603256.SH)公告称，公司已于5月15日向香港联交所递交了发行境外上市股份(H股)并在香港联交所主板挂牌上市的申请，并于同日在香港联交所网站刊登了本次发行并上市的申请资料。

Arizona State Retirement System Sells 219,895 Shares of NVIDIA Corporation $NVDA MarketBeat

格隆汇5月17日｜*ST准油(002207.SZ)发布股票交易异常波动暨风险提示性公告，近期公司关注到，东方财富股吧有投资者发帖称公司有“可能注入算力资产”的计划，公司特此澄清，公司、控股股东和实际控制人并无注入算力资产的计划。截至目前，公司不存在应披露而未披露的重大事项，或处于筹划阶段的重大事项，包括但不限于重大资产重组、股份发行、收购、债务重组、业务重组、资产剥离及资产注入等。公司已连续6年扣非前后净利润孰低为负值，截至本公告发出日，公司基本面未有明显改善。目前，公司业务收入绝大部分来源于国内的油田技术服务，公司及子公司均没有油气生产业务、也无海外业务。同时，公司主营油服业务使用的机动设备主要以汽柴油为动力燃料，成品油价格上涨将部分增加公司经营成本。因此，近期受中东地区地缘形势影响的国际原油价格及成品油价格的波动，对公司未来业绩的影响仍存在不确定性。

科威尔公告称，股东合涂投资、京坤投资拟通过集中竞价、大宗交易等方式减持合计不超227.25万股，占公司总股本比例不超2.70%。其中，合涂投资拟减持不超111.87万股，占比不超1.33%；京坤投资拟减持不超115.38万股，占比不超1.37%。减持计划自公告披露之日起15个交易日后的3个月内实施（即2026年6月8日-9月7日），减持价格按市场价格确定。

千亿级市场 最近的 A 股市场，半导体设备板块成了 “最靓的仔”。板块指数在短短一个月内涨幅超过30%，周五大盘调整，板块也逆势大涨。 有人说这是资金炒作，涨多了必然会跌；也有人说这是基本面反转，新一轮大周期已经开启。 市场争论的焦点，其实绕不开两个核心问题： 这轮半导体设备的订单爆发能持续多久？会不会像过去那样，景气两年就熄火？ 存储扩产之下，景气度爆表 要理解半导体设备的景气度，首先得看懂存储行业。因为存储是半导体行业中周期性最强、资本开支占比最高的细分领域，也是这轮 AI 浪潮中弹性最大的环节。 现在的存储市场，已经不是过去那个 “ 涨一年跌两年 ” 的传统周期了。 AI 的爆发，彻底改变了存储的需求结构。大模型训练和推理需要海量的高带宽内存（ HBM ）和高速固态硬盘（ SSD ），这种需求是刚性且持续爆发的。 价格是最直观的晴雨表。根据 TrendForce 最新数据， 2026 年第一季度，传统 DRAM 合约价环比暴涨 93%-98% ，整体 NAND Flash 合约价也大涨 85%-90% 。更夸张的是，第二季度价格还在加速上涨，预计传统 DRAM 将继续涨 58%-63% ， NAND Flash 涨 70%-75% 。 这种级别的涨价，在存储历史上都是罕见的。背后的核心原因是供需严重失衡，而且这种失衡至少会持续到 2027 年之后。 供给端，海外存储大厂虽然在扩产，但受制于技术升级周期和无尘室空间限制，产能释放速度远远跟不上需求。 美光已经把 2026 年的资本开支从 200 亿美元上修到 250 亿美元， 2027 年更是要超过 350 亿美元，两年几乎翻倍。海力士更狠，直接砸了 80 亿美元提前向 ASML 锁定 EUV 光刻机产能。 国产存储厂商同样也在加速追赶。 从产业周期的角度看，我们现在正处于 AI 驱动的半导体超级周期的早期阶段。 过去的半导体周期主要由消费电子驱动，需求波动大，周期短。但这轮周期不同， AI 的需求是长期且指数级增长的，而且存储原厂和云厂商签订了 3-5 年的长协， 一定程度 改变了行业的资本开支逻辑。 长协模式下，需求能见度 大幅提升，原厂对于扩产后产能过剩担忧大大减少 。这意味着，半导体设备的订单 可能 不会像过去那样大起大落， 持续性有望得到改善。 千亿级市场， 国产替代 催生 机遇 半导体设备是半导体产业...

Semiconductor Earnings Surge and Market Reactions: ARM, AMD, and DoorDash Analysis IndexBox

‘He’s having a great time with his new 47% equity,’ one entrepreneur jokes, warning that some startups may leave Australia behind Get our breaking news email , free app or daily news podcast Tech entrepreneurs have mocked the government’s capital gains tax changes by posting AI-generated photos of Anthony Albanese as their “new founder” and warning that increased taxes could push people away from working for new businesses or send startups overseas. Startups and entrepreneurs may yet receive a carve-out in the federal government’s planned changes to the CGT discount , with the prime minister saying he wanted to support innovation and the treasurer, Jim Chalmers, revealing that consultation was continuing with the sector. Continue reading...

尚太科技公告称，持股5%以上股东长江晨道计划自公告披露之日起15个交易日后的3个月内，以集中竞价或大宗交易方式减持公司股份不超过5,193,925股，占公司总股本剔除回购专用账户股份数量的2.0000%。减持原因为自身经营需求，股份来源为首次公开发行前持有的股份。

Germany Snubs America's Palantir, Hands Intelligence Contract To French Firm In Digital Sovereignty Signal Modern Ghana

中无人机公告称，股东中航一期基金因基金存续期即将届满，计划自公告披露之日起15个交易日后的3个月内，以集中竞价方式减持公司股份不超过675万股(即不超过公司总股本的1.00%)。

AlphaCore Capital LLC Has $2.13 Million Holdings in Advanced Micro Devices, Inc. $AMD MarketBeat

Alphinity Investment Management Pty Ltd cut its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,450,062 shares of the software giant's stock after selling 86,456 shares during the quarter. Microsoft makes up 7.1% of Alphinity Investment Management Pty Ltd's investment portfolio, making the stock its 2nd largest holding. Alphinity Investment Management Pty Ltd's holdings in Microsoft were worth $701,279,000 as of its most recent SEC filing. Other large investors have also recently made changes to their positions in the company. IRON Financial LLC boosted its holdings in Microsoft by 23.2% during the 3rd quarter. IRON Financial LLC now owns 6,510 shares of the software giant's stock valued at $3,372,000 after acquiring an additional 1,225 shares during the period. PMG Family Office LLC purchased a new position in Microsoft during the 3rd quarter valued at $828,000. Trifecta Capital Advisors LLC boosted its holdings in Microsoft by 2.3% during the 3rd quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant's stock valued at $36,347,000 after acquiring an additional 1,572 shares during the period. TD Waterhouse Canada Inc. boosted its holdings in Microsoft by 1.0% during the 3rd quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant's stock valued at $493,860,000 after acquiring an additional 9,700 shares during the period. Finally, Werba Rubin Papier Wealth Management boosted its holdings in Microsoft by 15.7% during the 4th quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant's stock valued at $6,041,000 after acquiring an additional 1,698 shares during the period. 71.13% of the stock is owned by hedge funds and other institutional investors. Get Microsoft alerts: Sign Up Microsoft News Summary Here are the ke...

格隆汇5月17日｜济川药业(600566.SH)公告称，公司全资子公司济川药业集团的蒲地蓝消炎口服液获批为国家中药二级保护品种，保护期限自公告日起七年。该产品为独家剂型，具有清热解毒、消肿利咽功效，适用于上呼吸道感染性疾病治疗，已入选三十余项指南及诊疗共识。本次获批有利于知识产权保护，但不会对当期经营业绩产生重大影响，销售情况受政策及市场环境影响，存在不确定性。

Cathie Wood sells $40.6 million of Taiwan Semiconductor MSN

Jon Tetzlaff/iStock Editorial via Getty Images Investment Thesis In my last piece on FedEx Corporation ( FDX ), published in September 2025, I argued that the improvements seen in the company’s Express segment did not translate to a meaningful shift in its growth prospects. I had a SELL rating with a $200 price target with the stock trading at around $230.01 at the time. My call, admittedly, was wrong, as the stock never declined towards $200. On the contrary, it rose as high as $390. In this article, I will be explaining what went wrong with my thesis specifically since I believe that the reasons matter, especially for where the stock goes from here. In addition, in this article, I will also be analysing FDX through the lens of an event that, in my opinion, defines the company now: the spin-off of FedEx Freight, set to be effective on 01 June 2026. Post the spinoff, investors in FDX will hold both shares of the parent company (RemainCo), comprising Express and Ground, and a standalone LTL entity, FedEx Freight (henceforth referred to as SpinCo or FDXF). The aim of this FDX update is to value the two entities separately, combine them, and analyse whether the market has already priced in the spin-off or whether the spin-off still presents an opportunity for investors to benefit from. Why I Got My September 2025 Thesis Wrong My September 2025 article on FDX was centred around a claim about the trajectory of a consolidated FDX: volume deceleration, earnings growth that leaned on cost reduction and not actual demand, FY26 targets that I found to be overambitious, and a management that I viewed as overoptimistic. In reality, FDX managed to convincingly beat that claim on every front. More specifically, adjusted EPS came in at $3.83 in Q1 [6% y/y growth], $4.82 in Q2 [19% y/y growth], and $5.25 in Q3 [16% y/y growth]. Moreover, FDX management raised their guidance twice, with the latest guidance projecting an adjusted EPS in the range between $19.30 and $20.10, comfortabl...

随着日本国内收益率飙升至创纪录高位，投资公司正在为日本投资者资金可能从美国国债撤离并回流日本政府债券做准备。 基准的10年期日本国债收益率在周五交易中升至2.73%，为1997年5月以来的最高水平。投资者越来越相信，不断上升的通胀将促使日本央行在6月将政策利率上调25个基点至1%。 30年期日本国债收益率自1999年该债券首次发行以来首次触及4%。5年期和20年期国债收益率均在本周早些时候创下历史新高。收益率与价格走势相反。 日本财务大臣片山皋月周五对记者表示，全球最大债券市场的政府债务收益率都在上升。她表示：“这些走势相互影响，正在产生复合效应。” 分析师预计日本收益率将继续上升。高市早苗政府已经在对汽油价格进行大幅补贴。 经济学家日益警告称，高市政府将被迫在今年晚些时候准备补充预算，这将给日本国债价格带来进一步的下行压力。 日本数十年的低利率促使该国大型投资者到海外寻求回报。日本投资者持有大约1万亿美元的美国国债——这使他们成为迄今为止美国国债最大的外国持有群体。 但日本国债市场的历史性动荡正促使一些资产管理公司大举押注，认为日本在海外的资金将回流本土。 日本央行在去年12月将政策利率上调至0.75%，为三十年来的最高水平，标志着其长期宽松货币政策的终结。自那以来，资金开始缓慢回流日本，投资者押注这一趋势将加速。 英国资产管理公司BlueBay（今年3月推出了其首只日本债券基金）的首席投资官马克·道丁表示：“新增的可投资金将不会投向海外。不会进入美国公司债券。不会进入美国国债。而是会进入国内配置。” 根据基金监测机构EPFR的数据，投资者在3月向日本主权债券基金投入了约7亿美元，这是该类别有记录以来最大的月度资金流入。4月的资金流入为8600万美元，更接近近期的月度资金流动水平。 责任编辑：陈钰嘉

【有線新聞】中國和歐洲合作的SMILE衛星項目，最快將於本港時間周二早上在南美法屬圭亞那發射升空，將推動研究太陽風與地球磁層的相互作用。 太陽風磁層相互作用全景成像衛星，是中國首次與歐洲太空總署深度合作太空科學探測任務，簡稱SMILE。衛星發射升空後，最終將進入大傾角、大橢圓軌道，離地球最遠達12萬公里，大約每兩天圍繞地球運行一周。 衛星每周期將連續40多小時，探測地球磁鞘、極尖區及全球極光分布等，同時實時原位探測太陽風和磁層中的等離子體及磁場，揭示太陽風與磁層相互作用的過程和變化規律。每周期收集約100Gb數據，最多只需約30分鐘便可全部傳回地球，預計衛星可運作及執行任務約3年。 載荷包括軟X射線和紫外極光成像儀、低能離子分析儀、磁強計。預計探測成果將有助解構太陽風和磁層相互作用的大尺度結構和基本模式，包括日側磁重聯是否有突發和時間性，例如出現補綴重聯、單X線爆發重聯、多X線重聯等。 通過測量磁層頂的曲率、尺寸和位置，以及極尖區的緯度位置、尺寸和形狀，可以區分太陽風動壓變化和磁重聯對全球磁層系統造成的不同影響。成果亦有助認知地球磁層亞暴的整體變化過程和周期變化，衛星亦會探索日冕物質拋射驅動的磁暴，這種磁暴會引發嚴重的太空天氣後果，有可能對全世界基礎設施構成嚴重威脅。

格隆汇5月17日丨据澎湃，5月15日，江西金融监管局披露的罚单显示，江西银行股份有限公司、相关分支机构及相关责任人因贷款管理不到位、以贷还贷掩盖不良被罚。具体来看，江西金融监管局对江西银行股份有限公司罚款40万元；对江西银行股份有限公司南昌进贤支行罚款50万元。在落实“双罚制”方面，江西金融监管局对胡鑫给予警告，对付旭翾、朱力群、张豫、徐继红给予警告并罚款共计28万元。