利比亚石油与天然气开采及服务运营商Mellitah油气公司已提前完成布里天然气利用项目相关设备的制造和组装工作，项目总体进度达到69%，而原计划目标为62%。 该项目旨在开发海上布里气田，计划于2026年9月投产，设计目标是每日利用最多1.25亿立方英尺的天然气，同时实现气田零火炬燃烧。 Mellitah是利比亚国家石油公司与意大利埃尼公司的合资企业，该公司表示已在意大利拉文纳举行仪式，标志着制造阶段完成。 该公司表示，运输模块的货船已开始驶往位于的黎波里以北约130公里处的布里气田，预计在10天内抵达，随后将进行安装以及与3号和4号平台的连接工作。 该项目包括对海上设施进行升级，以及安装海底管道，其中包括一条连接各平台的14英寸、8公里长管道，以及一条连接布里气田至萨卜拉塔平台和Mellitah工业综合体的10英寸、20公里长管道。 Mellitah表示，该开发合同于2023年8月授予塞班公司，总预算为15.65亿美元，并补充说到2025年12月已支出约9.28亿美元。 责任编辑：张俊 SF065

AI Operating System Market Is Booming Worldwide | Apple Inc, Microsoft Corporation, Google LLC openPR.com

Elon Musk's Tesla and SpaceX estimated their Terafab AI chip factory will cost $55 billion, but said it could be much higher.

The facilities in North Carolina and Texas will expand Corning's U.S. optical manufacturing capacity 10-fold and create at least 3,000 jobs

LATAM Airlines美股盘前涨超10%，现报50.9美元。

Matthew Nichols AMC Entertainment ( AMC ) shares rose about 8% in premarket trading on Wednesday after the theater group reported a smaller quarterly loss helped by a rebound in moviegoing. The cinema chain on Tuesday posted a first-quarter adjusted loss of $0.36 per share, slightly wider than analysts expected, while its revenue rose 21.7% to $1.05B, beating estimates. Net loss narrowed to $117.1M from $202.1M a year earlier, while adjusted EBITDA turned positive at $38.3M, compared with a loss last year. CEO Adam Aron said the company delivered its strongest first-quarter EBITDA since before the pandemic, "driven not only by strong domestic performance but also by vastly improved international results across European footprint" The results come as the North American box office continues to recover after disruptions from pandemic closures and industry strikes. Attendance increased alongside higher ticket prices and stronger food and beverage sales per customer. Recent releases such as Project Hail Mary, The Super Mario Galaxy Movie, Michael, and The Devil Wears Prada 2 helped draw audiences back to cinemas, the company said. AMC remains burdened by heavy debt. It ended the quarter with about $339M in cash and nearly $4B in total debt, though it has taken steps to ease pressure by refinancing loans and converting some debt into equity.AMC expects revenue to keep rising in 2026, supported by a stronger film lineup and longer exclusive theatrical release windows. "We are optimistic about the entire 2026 film slate, especially in the second half of 2026, which we believe will see more continued robust growth, adding up to a record post-pandemic box office for the full year 2026.” Despite improving trends, Seeking Alpha analyst note the company’s balance sheet remains weak, with negative equity and ongoing cash burn. More on AMC AMC Entertainment Dilution Continues To Soar AMC Entertainment Holdings, Inc. (AMC) Q1 2026 Earnings Call Transcript AMC Entertainment Put On A...

ST洲际5月6日公告，公司股票于2026年4月29日、4月30日、5月6日连续3个交易日内日收盘价格跌幅偏离值累计达到12%，根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动情形。公司2025年度审计机构大华会计师事务所（特殊普通合伙）对公司2025年度财务报告内部控制出具了否定意见的内部控制审计报告。根据《上海证券交易所股票上市规则》第9.8.1条等相关规定，公司股票被实施其他风险警示。公司股票于2026年4月29日起被实施其他风险警示，公司股票简称由“洲际油气”变更为“ST洲际”，股票代码仍为“600759”，被实施其他风险警示后公司股票价格的日涨跌幅限制为5%。

It has been an incredible run for Plug Power (NASDAQ: PLUG) , a popular hydrogen stock . Over the past 12 months, shares have increased in value by an astounding 296%. This impressive performance isn't due to chance. There are some real positive tailwinds behind the company right now, everything from improving financials to growing AI exposure . But can Plug Power continue its run over the next 12 months? The company's market cap remains at just $4.4 billion, even after the latest stock price surge. The potential for hydrogen fuel to power key sectors of the global economy also remains lucrative. In fact, Goldman Sachs previously estimated that hydrogen fuel is a $12 trillion opportunity over the next two to three decades. Continue reading

美国4月ADP就业人数增长 10.9万人，预期增长9.9万人，前值增长6.2万人。

格隆汇5月6日｜美国4月ADP就业人数增长10.9万人，为去年1月以来最大增幅，高于增长9.9万人的市场预期，前值为增加6.2万人。 4月建筑业就业人数增加1万人，3月增加3万人；人员薪资增速年率中值为4.5%，3月为4.7%。 4月制造业就业人数增加0.2万人，3月减少1.1万人；人员薪资增速年率中值为4.8%，3月为4.9%。 4月贸易/运输/公用事业就业人数增加2.5万人，3月减少5.8万人；人员薪资增速年率中值为4.4%，3月为4.5%。 4月金融服务业就业人数增加0.9万人，3月增加0.4万人；人员薪资增速年率中值为5.1%，3月为5.2%。 4月专业/商业服务就业人数减少0.8万人，3月增加0.1万人；人员薪资增速年率中值为4.1%，3月为4.3%。

META Daily Up Down Predictions & Odds 2026 polymarket.com

美国4月ADP就业人数增加10.9万人，预估为增加12万人，前值为增加6.2万人。

Stephanie Horrigan recruits for job opportunities at Life Alert during the Mega JobNewsUSA South Florida Job Fair held in the Amerant Bank Arena on April 30, 2026 in Sunrise, Florida. Joe Raedle | Getty Images Private sector job creation was stronger than expected in April, providing more evidence of a stable labor market and less incentive for the Federal Reserve to lower interest rates amid persistently higher inflation, ADP reported Wednesday. The payrolls processing firm said companies added 109,000 jobs for the month, a step up from the 61,000 created in March and better than the Dow Jones consensus estimate for 84,000. The March total was revised down by 1,000. Wages for those staying in their jobs rose 4.4% annually, down 0.1 percentage point. As has been the case, job creation was concentrated in a few key categories, an indication that while hiring overall is solid, the benefits are not being spread out over sectors. Education and health services again dominated, adding 61,000 new hires. Trade, transportation and utilities saw a gain of 25,000. Construction, another consistent leader in recent months, rose by 10,000, while financial activities contributed 9,000. The Trump administration's tariff efforts to reshore jobs through tariffs also showed only modest gains, with the sector adding 2,000. Leisure and hospitality and information services each saw growth of 4,000. Professional and business services reported a loss of 8,000. From a size standpoint, companies with fewer than 50 employees added 65,000 while those with 500 or more workers added 42,000. "Small and large employers are hiring, but we're seeing softness in the middle," said Dr. Nela Richardson, ADP's chief economist. "Large companies have resources to deploy, and small ones are the most nimble, both important advantages in a complex labor environment." Though the headline number was better than expected, it's broadly consistent with what Fed policymakers and economists have described as a low-h...

GEO Group ( GEO ) was trading higher as first-quarter earnings exceeded expectations and full-year financial guidance was raised. Shares were 15.31% higher at $21.17 during pre-market trading on Wednesday. The diversified government service provider specializing in secure facilities, processing centers, and community reentry centers reported Q1 adjusted net income of $0.29 per diluted share, up from $0.14 per diluted share in the first quarter of 2025. The non-GAAP EPS compares with the Visible Alpha consensus estimate of $0.20. GAAP EPS was recorded at $0.29, compared to the year-ago $0.14 and against the consensus of $0.19. Revenue came in at $705.21M, compared to $604.65M in the year-ago period and against the average analyst estimate of $688.49M. The Boca Raton, Florida-based company attributed the increase in revenue to the contracts that were entered into throughout 2025. The company said it was awarded new or expanded contracts last year that translate into ~$520M in new incremental annualized revenues. Adjusted EBITDA rose to $131.41M from $99.77M. Operating expenses came in at $521.51M, compared to the year-ago $453.78M. Expenses were favorably impacted by lower-than-expected labor costs. "Our strong performance has been driven by the new growth opportunities we captured in 2025 and are normalizing in 2026," said CEO George Zoley. "We expect 2026 to be very active as well and therefore believe that we have upside potential across our diversified business segments," said the CEO. "Given the intrinsic value of our assets, including 50,000 owned beds at 70 facilities, and our current and expected future growth, we believe that our stock offers a very attractive investment opportunity," said Zoley. The company narrowed the lower end of its 2026 revenue guidance range to $2.95B-$3.10B from the prior range of $2.9B-$3.1B, vs. $2.97B consensus. Full-year GAAP EPS guidance range has been raised to $1.15 to $1.25 per diluted share from $0.99 to $1.07, above the $1.1...

Olga Yastremska/iStock via Getty Images Golub Capital BDC ( GBDC ) is one of several BDCs I have in my portfolio. I've always liked GBDC's strategy and sector focus. But now, many investors are concerned with their software exposure. It doesn't surprise me, there are many very negative headlines in the media. Also, I see that GBDC's portfolio shows some weaknesses. I see GBDC has just shared its data for Q2 2026 . That's why I decided to prepare this follow-up coverage. Especially as I covered GBDC last time in November 2025. I've kept GBDC on hold since August 2025. During that time, I've seen many bad news about the software space (due to AI). And I've also seen GBDC cut its dividend by ~15%. Seeking Alpha It's a good time to discuss this BDC, as I'm going to hold onto it further. Yes, I'm stating right at the start: I don't intend to sell any of my shares in GBDC. But I'm not buying either. I see some risk factors around GBDC. And I think that the market will present us with a more attractive price in the upcoming quarters. GBDC's portfolio shows some weaknesses Rising non-accruals It doesn't surprise me that GBDC's non-accruals increased. I expected it. Many of its peers face similar issues. But GBDC's non-accrual ratio is still reasonable in my eyes. Yes, I know that the increase is meaningful (by 60 bps since year-end), but I think it's under control. Still, it's not a good sign. GBDC's Investor Presentation I don't think it's a good sign especially given GBDC's internal performance ratings. I see that 2.2% of investments performed materially below expectations. And that's another solid increase vs year-end, as you can see in the table I pasted. In fact, I see all year-end data for 2021-2025 period showed better numbers. GBDC's Investor Presentation That's why I believe it's something investors have to pay attention to in the upcoming quarters. I hope GBDC's team will address it properly. Investment spreads keep on dropping I pasted the most important chart fr...

Igor Kutyaev/iStock via Getty Images By Kelvin Wong Amid the current Middle East geopolitical tensions arising from the US-Iran war, coupled with trade and high-tech rivalry between the US and China, the China A shares stock market has been resilient in the past two months. Based on the pre-war base date of February 27, 2026 till Tuesday, May 5, 2026, the China A50 benchmark stock index has managed to recover and recorded a gain of 7%, making it one of the top-performing global benchmark stock indices (see Fig. 1). Fig. 1: Global benchmark stock indices performances from Feb 27, 2026 to May 5, 2026 (Source: MacroMicro) Also, when measured from the sell-off period of February 27, 2026 to March 30, 2026, seen in global stock markets during the US-Iran war, the China A50 index was the top performer, unscathed and almost unchanged in a sea of red (see Fig. 2). Fig. 2: Global benchmark stock indices performances from Feb 27, 2026 to Mar 30, 2026 (Source: MacroMicro) After the person-to-person meet-up between US President Trump and Chinese President Xi Jinping in October last year in Busan, both countries have agreed to extend a tariff truce, which eventually reduced the US tariff rate on Chinese goods to 20.9% from a high of over 100% during the onset of US-China Trade War 2.0 in April 2026. The Trump-Xi meeting in Beijing on 14-15 May will be a key risk event Trump has confirmed a second in-person meeting with Xi Jinping in Beijing on 14-15 May, delayed by a month due to the US-Iran conflict. Both sides appear to be positioning for leverage ahead of what is shaping up to be a high-stakes summit. China remains heavily reliant on Iranian energy flows, even as the US seeks to constrain these supplies. At the same time, Chinese regulators have blocked Meta Platforms ( META ) from acquiring advanced AI start-up Magnus, underscoring Beijing’s efforts to limit US access to strategic technologies and maintain its position in the global AI supply chain. A further strengthening o...

quantic69/iStock via Getty Images The nightmare scenario The Strait of Hormuz has been closed now for over two months, that's the fact. More importantly, there is no end in sight when the traffic in Hormuz will normalize, if ever. Thus, this is the biggest energy supply shock ever. But we can't feel it yet. Yes, the price of gas is now much higher, but it's not prohibitively high yet. The fact is also that many tankers that left the Persian Gulf before the war were arriving to their destination, but that's over now. Countries have been drawing on their petroleum reserves, but these reserves are dwindling quickly. Thus, the energy supply shock has not affected the global economy yet. The price of (paper) oil has been contained as well. But, that's about the change, likely in a few weeks to a month. The physical shortage of oil will become more obvious as emergency supplies disappear, and oil prices will likely spike towards $200/barrel. In addition, there will also be a shortage of fertilizers, pushing food prices higher, and shortage of key chemicals and products used in manufacturing (like helium), which could reduce the supply of manufactured goods, used in technology and transportation. All together, the prolonged closure of Hormuz is likely to trigger a massive inflationary shock followed by a global recession due to demand destruction. It's truly a nightmare scenario, and Hormuz has to open as soon as possible to prevent it. The Project Freedom Project Freedom was announced by the US over the weekend as a humanitarian project to free the stranded crews in the Gulf by guiding the ships through Hormuz close to the Oman coast. This is actually a highly needed project, as crews are possibly running out of food and water. But this humanitarian project had to be coordinated with Iran—and it wasn't. In my view, Project Freedom was an initial attempt to open the Strait of Hormuz by force. The Trump administration is well aware of the nightmare scenario described above ...

埃克森美孚 勘探副总裁约翰·阿迪尔表示，公司正在利用人工智能和新技术，将圭亚那地震数据的解读时间从数月缩短至数天。 阿迪尔在休斯顿举行的海上技术会议上指出，高性能计算和AI驱动的算法已显著加速了地震成像过程。 “我们运用了所谓的深度学习、分类以及强化学习等技术……只需几天时间就能完成这些工具的处理，随后解释人员可以获得一份按优先级排序的异常清单，并进行有效验证。” 埃克森美孚主导的财团控制着这个南美洲国家的全部原油和天然气生产。自六年前开始原油生产以来，该国产能已提升至每日超过90万桶。 阿迪尔表示，公司还利用新技术在全球其他地区重新评估了此前被认为不具备经济价值的油气远景。他表示，未来勘探将越来越多地聚焦于那些曾经开发难度过大、但随着技术进步正变得可行的区域。 他表示，埃克森预计将于年底前完成地震数据采集，并迅速评估其与圭亚那接壤的特立尼达和多巴哥海上区块。他认为该地区的地质条件可能与圭亚那或安哥拉相似。 阿迪尔在会议间隙告诉记者：“安哥拉拥有深水油藏，与圭亚那相同。我们在特立尼达寻找的目标也是类似的深水油藏。” 他以圭亚那以及特立尼达和多巴哥为例，指出这些国家政府行动迅速，并提供对东道国和埃克森均有利的政治与商业条款。尽管委内瑞拉也拥有庞大的资源基础，但阿迪尔表示，埃克森若要考虑可能重返该国，商业和政治条件必须协调一致。 “这是世界上资源最丰富的地区之一，通过投资和技术可以将其释放出来。关键在于创造合适的投资条件。” 中东冲突 阿迪尔表示，世界尚未完全感受到由美国-以色列与伊朗的战争以及霍尔木兹海峡关闭所导致的全球供应中断的全部影响。他表示，埃克森通常会为这类中断做好准备，并非完全措手不及。 “我们会评估所有这些可能发生的情况并制定计划。”阿迪尔指出，公司利用其多元化的全球供应基础来应对供应中断。 他表示，二叠纪盆地和圭亚那的油气项目“在中东油气受限时极为重要”。 阿迪尔称，埃克森在二叠纪盆地和圭亚那的盈亏平衡油价低于每桶30美元，新的项目——包括计划在阿拉斯加进行的勘探——必须与这一基准竞争。他补充说，新技术可能有助于实现这一目标。 他表示，阿拉斯加面临的挑战并非政治或地质问题，而是商业问题。 “阿拉斯加由于地理位置和条件的原因，成本更高。这正是技术发挥作用的地方，以释放资源并降低成本。” 责任编辑：张俊 SF065

核心要点 康宁 将在美国新建三座先进制造工厂，专为英伟达生产 AI 所需光学元器件。 本次合作集结了人工智能浪潮中受益最大的两大基建龙头企业。 受此前最高 60 亿美元 Meta 大单提振，过去一年康宁股价涨幅超 250%。 正值人工智能浪潮核心的芯片巨头英伟达，与玻璃制造企业康宁达成合作，将在北卡罗来纳州和得克萨斯州新建 三座先进制造工厂 ，专门为这家全球市值最高的半导体企业研发生产光学技术产品。 两家公司周三联合发布公告称，新工厂将 创造至少 3000 个就业岗位 ，并把康宁在美国的光学产品产能 提升 10 倍 。 本次合作未披露具体财务金额。消息一出，康宁股价暴涨 14%，英伟达股价涨幅接近 3%。 这份多年期合作，让自 2022 年 OpenAI 推出 ChatGPT 后顺势崛起的两大基建巨头强强联手。ChatGPT 引爆了行业对高端 AI 模型及算力系统的投资热潮。 双方暂未公布具体研发产品细节，但业内普遍认为，英伟达计划在 AI 机架级系统中， 用康宁光学光纤全面替代传统铜线 ，也就是业界所说的 共封装光学技术 。 英伟达 CEO 黄仁勋在 2025 年 GTC 大会上曾表示，共封装光学技术是 AI 算力基建建设的 核心必备技术 。 康宁 CEO 温德尔・威克斯在公告中表示：“英伟达所做的事业意义非凡，不仅关乎人工智能的未来，更将提振美国高端制造业就业。” 截至周二收盘，这家拥有 175 年历史的老牌企业顺势向新经济赛道转型， 过去一年股价涨幅超 250% 。 今年 1 月，Meta 官宣成为康宁北卡罗来纳州希科里光缆工厂的核心大客户，最高投入 60 亿美元 ，此次扩产预计创造约 1000 个就业岗位。 英伟达早已稳固自身 AI 龙头地位，其 GPU 是大语言模型研发的核心硬件，也支撑 谷歌 、Meta 等科技巨头大规模扩建数据中心。 过去五年英伟达股价涨幅约 14 倍；不过近期涨势有所放缓，投资者开始分散布局整条 AI 基建产业链，增持 英特尔 、 美光 以及康宁等企业股票。 分析师长期以来一直期待英伟达大规模落地共封装光学技术，该技术有望 大幅提升数据传输速度 ，同时 降低 AI 算力能耗 。 康宁最为大众熟知的业务是为 苹果 iPhone 供应整机显示玻璃，而 光通信业务 仍是其规模最大、增速最快的板块。 自 1970 年发明长距离通信光纤以来，康...

AI isn’t ready to replace your fund manager — and the public experiments testing it are showing why. Across a series of new trading contests between the world’s leading AI models, the verdict so far is unflattering. Most of the systems lose money. They trade too much. They make wildly different decisions when given identical instructions. And no one yet knows if these shortcomings will fade with more powerful iterations — or if they reveal something fundamental about the gap between large language models and how markets actually work. Take Alpha Arena , run by tech startup Nof1. It pitted eight major frontier AI systems — including Anthropic’s Claude, Google’s Gemini, OpenAI’s ChatGPT and Elon Musk ’s Grok — against each other in four separate competitions. Each was handed $10,000 per contest before being turned loose on US tech stocks for two weeks. The challenges involved trading on a variety of signals, acting defensively, reacting to the competition, and using high leverage. The portfolio as a whole lost about a third of its capital. Across all 32 sets of results, a model finished in profit only six times. Grok 4.20 delivered the best performance during the challenge in which it was aware of its rivals’ performance. It placed only 158 trades; under the same prompt, Alibaba’s Qwen traded 1,418 times. Alpha Arena is one of a growing number of experiments testing whether LLMs can do the hardest job in finance: beat the market. While these contests are far from academically rigorous, they’re the most public demonstration yet of what happens when the systems try to take on some of the most lucrative and high-stakes work on Wall Street. The early results matter because trading is one job the financial industry has been cautious about handing entirely to AI. Over the past few years, heavyweights from JPMorgan Chase & Co. to Balyasny Asset Management have put the technology to work nearly everywhere else. LLMs now parse news at quant shops, draft memos at hedge funds, a...

《科创板日报》5月6日讯（记者 徐赐豪） 国内头部二手车电商平台淘车车母公司Yusheng Holdings Limited（以下简称“淘车车”）今日（6日）正式向港交所递交招股说明书，拟在主板挂牌上市，花旗担任本次上市的独家保荐人。 此次递表标志着这家脱胎于易鑫集团的二手车交易平台，正式开启资本市场冲刺之路。 据悉，淘车车成立于2018年6月，是汽车金融交易平台易鑫集团推出的二手车交易平台，初期依托易鑫的资源支持独立运营，后获得腾讯、京东等战略投资人注资，逐步发展为国内领先的互联网B2C二手车电商交易平台。 作为平台核心掌舵人，该公司CEO姜东加入淘车车之前，其职业履历覆盖汽车租赁、汽车服务等多个核心领域。2008年1月至2010年1月，他担任神州租车有限公司高级副总裁；2011年2月至2015年3月，出任广汇汽车服务集团股份公司副总经理。自2015年3月起，姜东加入易鑫集团并担任要职，先后担任执行董事、首席运营官、总裁、联席总裁等核心岗位。 资本层面，淘车车自成立以来备受资本青睐，累计完成五轮融资，合计募资超过40亿元人民币。最新一轮融资发生在2026年2月底，此次融资后，淘车车的估值攀升至10.02亿美元。 股权结构显示，IPO前，姜东合计持股约11.53%，拥有23.61%的投票权；易鑫集团作为淘车车的母公司，持股比例约为44.23%，且拟在上市前将所持股份60%的投票权委托予姜东，此举将使姜东正式成为淘车车的控股股东，掌握平台核心决策权。 此外，腾讯通过意像架构持股13.68%、通过Bitauto Holdings持股3.81%，合计持股比例达17.49%，成为重要战略股东；阳明基金持股9.39%，京东旗下Ambilight Ruby持有2.74%股权，易鑫CEO张序安个人亦持股2.20%。 业务布局上，淘车车构建了行业内规模最大的自营线下网络，形成“线上获客+线下履约”的自营闭环模式。截至2025年12月31日，平台在全国拥有62家线下销售中心、9294个指定展示位，覆盖53个城市，同时在迪拜及尼日利亚设立了海外销售中心，加速推进国际化战略，以迪拜为枢纽逐步拓展中东及非洲市场，截至2025年底已与超过100家海外汽车交易商建立合作关系。 为破解二手车行业定价混乱、交易信息不透明、难以规模化复制等核心痛点，淘车车自主研发了TCN（Taoche Cooper...

The server maker posted improved margins in its fiscal third quarter and projected revenue above Wall Street expectations, driven by sustained strong demand for artificial intelligence data center infrastructure.

格隆汇5月6日｜据中国人民银行广东省分行消息，近日，在中国人民银行广东省分行、广东省气象局指导下，中国人民银行东莞市分行联合东莞市气象局，推动东莞农商银行创新“气象服务+金融赋能”模式，成功发放全国首笔“低空经济气候贷”，以低成本金融资源支持低空经济企业强化气象风险防控。

业内预计，随着中国8.6代OLED产能逐步落地，未来两三年将是中韩OLED博弈的关键期。 当地时间5月5日—7日，在美国洛杉矶举行的国际信息显示学会显示周（简称SID 2026）期间，中韩企业的OLED技术比拼加剧。中国企业展示了印刷折叠OLED、无金属掩膜版OLED、柔性无痕OLED等新产品，韩国企业也力求稳住既有的OLED行业地位。双方竞争的焦点正从色彩、形态、功耗等，延伸到AI创新应用。业内预计，随着中国8.6代OLED产能逐步落地，未来两三年将是中韩OLED博弈的关键期。 相比于韩国三星显示、LG显示现有的RGB（红绿蓝）-OLED和W（白）-OLED工艺，中国企业TCL华星、维信诺正分别推进印刷OLED、无金属掩膜版OLED（简称ViP）的新工艺，带来技术应用上的更多可能性。 在SID 2026上，维信诺展示了ViP结合Tandem（串联）技术的穿戴及中尺寸笔记本电脑显示屏。维信诺称，该款中尺寸4K笔记本电脑显示屏，比同类FMM（金属掩膜版工艺）OLED屏的色彩还原更精准、日常场景的功耗下降10%、续航更久。 维信诺联席总裁严若媛在演讲时说，显示已从“看得见”到“看得清、看得真”，在AI时代的下一程是感知。ViP技术摆脱FMM限制，为OLED更高亮度、更大透光率、更多形态、更低功耗、更长寿命提供可能。维信诺ViP技术已实现穿戴产品的量产交付，中尺寸产品也已进入客户端验证阶段。AI时代的显示创新很难靠单点技术完成，希望ViP技术在材料、设备、工艺、驱动、终端和应用场景之间进行更深层次的系统协同。 而由TCL华星主导的印刷OLED技术，具备高材料利用率与低能耗的特点。TCL华星在本次展会上展示了首款28英寸印刷OLED折叠便携桌面电脑显示屏，展开厚度仅4.48毫米，呈现了无彩边、稳定广色域的画质。此外，TCL华星还展示了首款28英寸车载印刷OLED滑卷中控显示屏，以及首款28英寸车载印刷OLED曲面手扶显示屏。 TCL科技高级副总裁、TCL华星首席执行官赵军表示，今年TCL华星的印刷OLED显示产品也会在中尺寸市场正式与用户见面。 今年苹果公司预计将推出带无痕折叠屏的手机。在本届展会上，多家中国企业均展示了柔性无痕OLED屏。天马展示了6.32英寸无痕折叠屏，采用模组超薄设计、多层材料应力优化与水滴形转轴协同适配的方案，折痕深度小于等于50微米，并提升了抗冲击...

Ole_CNX/iStock via Getty Images Whoever has the largest AI ecosystem will set global AI standards and reap broad economic and military benefits. ~ The White House, July 2025 What a week it was! Last Tuesday, I participated on a panel at the Bitcoin Conference in Las Vegas, where I discussed why Bitcoin miners have a head start in the race for AI compute. One point I made that drew strong agreement is that AI is not a bubble, as some people claim. This is real technology being deployed in life-or-death situations. The example I pointed out is that the Pentagon used Anthropic’s Claude AI model (through its partnership with Palantir) in the military operation to capture Venezuelan strongman Nicolás Maduro. Zero American soldiers were killed. By Wednesday, members of our BUZZ HPC team were at the DiscoveryX conference in Toronto, where Geoffrey Hinton—the Nobel laureate known as the “godfather of AI”— delivered a keynote on the history of AI, and where it could be headed. Between the two events, a single theme emerged: sovereign AI. It’s a concept I believe every investor needs to understand. And it may represent one of the largest investment opportunities of the decade. What Is Sovereign AI? And Why Now? Sovereign AI refers to a nation’s ability to develop and control its own AI infrastructure. I’m referring to the data centers, compute power, energy and talent needed to build and run AI systems domestically, rather than relying on a handful of corporations. The urgency is easy to understand when you look at the concentration of power. As the UK’s Technology Secretary Liz Kendall pointed out last week, 70% of global AI compute is now controlled by just five tech companies. In a speech, she called for a “decisive move” toward British AI self-sufficiency, arguing that nations that fail to master the defining technology of the time risk ceding control over both their security and economic future. Britain isn’t alone. Canada just announced a $2 billion Sovereign AI Compute...

格隆汇5月6日｜德意志银行将AMD目标股价从250美元上调至365美元。

China condemned what it called Japan’s first “offensive missile” test overseas in eight decades, saying Tokyo’s “neo-militarism” and intensified arms race had gained momentum and threatened regional stability. During the “Balikatan 2026” joint drill led by the United States and the Philippines on Wednesday, Japanese forces fired a Type 88 surface-to-ship missile in the Philippines. According to China, it was the first time Japan had launched an “offensive” weapon abroad since World War II. The...

Nvidia Corp. has bought $500 million worth of rights for shares in the fiber-optic cable maker Corning Inc. as part of a broader partnership between the two companies aimed at expanding AI infrastructure. Nvidia is getting as many as 3 million shares at $0.0001 each and has rights to buy as many as 15 million shares at a $180 exercise price in the deal, according to a regulatory filing Wednesday. As part of the companies’ strategic partnership, Corning will ramp up its manufacturing capacity to supply the optical fiber that artificial intelligence-focused data centers use to deploy Nvidia’s chips. Nvidia has struck billions of dollars worth of deals across the AI ecosystem, taking stakes in everything from AI model developers such as OpenAI to other chipmakers such as Marvell Technology Inc. , in an effort to fuel growth across the industry. Nvidia has already backed Lumentum Holdings Inc. , a supplier of optical components. In his statement on the partnership with Corning, Nvidia Chief Executive Officer Jensen Huang stressed how the effort will benefit the US economy. The AI boom presents an opportunity to “reinvigorate American manufacturing and supply chains,” said Huang, who has enjoyed a close relationship with US President Donald Trump .

伊朗塔斯尼姆通讯社6日报道说，伊朗伊斯兰议会议长卡利巴夫说，霍尔木兹海峡新格局正在形成。他表示，美国及其盟友违反停火协议并实施封锁，危及航运和能源运输安全，他们的行为终将受到遏制。(新华社)

瑞士联邦公共卫生办公室6日发表新闻公报说，一名感染汉坦病毒的患者正在苏黎世大学医院接受治疗，这名患者此前曾乘坐涉汉坦病毒疫情的“洪迪厄斯”号邮轮。公报说，这名男性患者与妻子4月底从南美旅行归来。他在出现相关症状后，前往苏黎世大学医院就诊，随即被隔离。医院检测结果显示，他感染的是汉坦病毒“家族”成员安第斯病毒。(新华社)