龙虾之父一个月消耗 6030 亿 Token，总花费金额高达九百万人民币。 移动联通电信，三大运营商都在推 Token 套餐，199 送千兆宽带还有 1 亿 Token，了解一下？ 从硅谷到国内大厂，Tokenmaxxing 成为公司的主流，谁消耗 Token 多，谁就是 AI 时代的好员工。 00 后校友向母校捐赠 20 亿 Token，分给几百个学生作为创业的 AI 工具。 图片来自新浪财经 Token 在半年内完成了一次身份跃迁：从技术术语，到 KPI，到话费套餐，到捐赠货币。它成了 AI 时代的「度量衡」，唯一的问题是，没人说得清它到底在度量什么。 我们自己买 Token，用公司的 Token，部署了一堆 Agent，代码、论文、周报都是 Token 烧出来的。 而另一边是，大厂的员工由于 Token 消耗排行榜的原因，开始拿着公司的 Token 处理私事、玩游戏、开发数十个没什么用的子 Agent 来提升自己的排名。 「回报」这件事很难量化，但「使用量」可以量化。 于是所有人都选择了那个容易量化的东西。这不是 AI 时代的新问题，这是管理学的老病。 用 AI 消灭狗屁工作的公司，正在制造新型狗屁工作 亚马逊，那个裁员裁到大动脉，把自己的网站都变成 404 的小狗，最近又被爆出了新的「笑料」。 原本被寄予厚望、用来消灭「狗屁工作」的 AI，最终却沦为制造新型「狗屁工作」的源泉。 据《金融时报》报道，为了逼迫员工拥抱 AI，亚马逊搞出了一个极其复古的管理手段：「Token 消耗排行榜」，追踪每个员工的用量。 公司强制要求超过 80% 的开发者每周必须完成 AI 使用指标，甚至将消耗 Token 的数量作为考核标准。 图片来源：The Information 打工人的反应也很直接，既然公司用这种指标来考核，大家干脆用魔法打败魔法，开启了「Tokenmaxxing（最大化消耗 Token）」战术。 刚好亚马逊内部上线了一个叫 MeshClaw 的 AI Agent，它能发起代码部署、整理邮件、操控 Slack。公司内部备忘录里描述它是：「它在夜间做梦来整合白天所学，在你开会时监控你的部署，在你醒来前替你分类邮件。」 于是 MeshClaw 就成了一个刷排行榜的工具。开发者开始用它来规划旅行、处理私人邮件、让 AI 分析产品经理在 Slack 上说的蠢话。 在职场匿...

“We want to become a company that works faster, that is more agile, that is bolder in its decision making. And part of the performance culture is obviously making sure that the ones that perform are the ones we keep in the company,” Nestlé’s Navratil told investors in October. The subtext in every sector: No more rewarding mediocrity with raises and promotions and kombucha on tap, especially at companies where market share, earnings or stockholder returns have been lagging rivals. The focus now is on building “performance cultures,” where expectations of workers are dialed up, B-players risk getting managed out and executives lose patience with the usual bureaucratic strangleholds on efficiency. “We will be ruthless in assessing our talent, our people,” Nestlé SA’s Philipp Navratil pledged to investors and analysts soon after he became CEO last year. At Citigroup Inc., CEO Jane Fraser reminded staff that they’re judged on results, not effort. Meta Platforms Inc. CEO Mark Zuckerberg advised employees in 2025 to “buckle up” for an “intense” year. 3M Co. CEO Bill Brown routinely uses the word “relentless” when discussing his company’s culture. Leaders at companies including Novo Nordisk A/S and HSBC Holdings Plc have been similarly blunt. While hardly a new mantra in the business world, the approach marks a contrast from the corporate ethos of the previous decade, when labor was in short supply and leaders tried putting empathy and warmth out front while quietly wishing employees worked harder. Now, as the looming threat of artificial intelligence gives employers more leverage in an already sluggish white-collar job market, a growing chorus of CEOs in every major sector is saying the quiet part out loud, and frequently underscoring the point with layoffs. Fernandez acknowledged it’s a strange way to greet people, but it’s how he ensures employees understand what’s important: He wants results and he’s holding people accountable for them. “Before saying hello, I say: ‘Vo...

騰訊控股5月20日耗資5.01億港元回購109.6萬股 富途牛牛

Global Rush For "Non-Red" Suicide Drones Begins As Taiwan Sees Booming Orders Four years of war in Ukraine have rewritten how warfare is fought , accelerating the urgent need for low-cost aerial unmanned systems and ground robots. It has also prompted Taiwan to emerge as a supplier of low-cost suicide drones. Taiwan's national news agency, the Central News Agency, reported that a Taichung-based Taiwanese drone manufacturer is now focused on producing a domestically made variant of Iran's Shahed one-way attack drone. CNA said Carbon-Based Technology's main exports are " triangular-wing drones with a control range of over 90 km, and catapult-launched small attack drones ." CNA noted that demand for these attack drones is soaring, with " plans to expand the factory three to five times ." The company is facing "production capacity" constraints due to surging orders. " The payload can be adjusted according to mission requirements, conforming to the current global military 'asymmetric warfare' trend ," CNA stated, describing CBT's suicide drones. CNA noted, " The Russia-Ukraine war sparked a global surge in demand for "non-red" (non-Chinese) drones. This, combined with Taiwan government support, brought rapid overseas interest and orders from countries including Japan, India, and Southeast Asia ." The acceleration of suicide drone production also comes as the possibility of a Chinese invasion remains a very real threat, drawing heavily from lessons learned in Ukraine. The broader takeaway is that Taiwan views drone manufacturing as both a national security capability and an industrial policy to supply Western militaries. As we have outlined before, militaries around the world are entering a major procurement cycle to stockpile low-cost one-way attack drones, as lessons from Ukraine and the Gulf region rapidly reshape modern warfare. Tyler Durden Wed, 05/20/2026 - 05:45

Key Points Delta faces higher fuel costs but maintains strong demand and a diversified revenue stream. Soaring fuel costs mean that Wall Street expects lower earnings and cash flow despite higher revenue. 10 stocks we like better than Delta Air Lines › Bullish investors in Delta Air Lines (NYSE: DAL) argue that the company's shift toward premium cabin revenue, loyalty programs, and income from its co-branded American Express credit card will help it consistently cover its costs, even through the industry's inevitable volatility. And with jet fuel prices doubling in 2026 as a result of the conflict in the Persian Gulf, now is the perfect time to test out the theory. Delta's challenges in 2026 Things change quickly in the travel industry. When Delta's management turned up to present at the J.P. Morgan Industrials Conference in mid-March, it had many positive things to say about the market. In fact, it raised its revenue guidance for the first quarter from an increase of 5%-7% to "high single digits" on the back of what CEO Ed Bastian described as "very, very strong all quarter long" sales with particular strength in the March spring season, which is typically the season when travel bookings really start to accumulate. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » While the Iran war began in late February, it was too early to tell what the consequences would be in mid-March. By May, the steep rise in jet fuel prices caused by the closure of the Strait of Hormuz sent crude oil prices above $100, and the jet fuel crack spread (the difference between crude oil and jet fuel prices) to exceptional heights. As Bastian noted on theearnings callin early April, they are "roughly double what they were earlier in the year." All of this means the airline industry is facing a sharp increase in costs, even as de...

周三，美元汇率触及六周新高。投资者逐步接受如下预期：为应对伊朗战争引发的通胀，美联储可能需要加息。 冲突结束时间的不确定性加剧了通胀担忧，并触发全球债券抛售潮，美国 30 年期国债收益率创下 2007 年以来最高水平。 美国总统特朗普表示，美国或需再次对伊朗实施打击，但同时暗示德黑兰方面希望达成协议以结束战争。这场冲突几乎封锁了关键的 霍尔木兹海峡 ，导致能源价格飙升、市场剧烈动荡。 衡量美元对六种主要货币汇率的 美元指数 上涨 0.1%，报 99.47，创 4 月 7 日以来新高。受避险需求及市场对美联储年底加息的预期影响，该指数 5 月以来涨幅超 1.3%。 欧元兑美元下跌 0.16%，至六周低位 1.158；英镑兑美元下滑 0.07%，报 1.338，逼近本周早些时候触及的六周低点。 常被视为风险情绪晴雨表的澳元兑美元微幅波动，报 0.711，此前周二曾下跌 0.9%。 芝加哥商品交易所（CME）美联储观察工具显示，交易员目前押注美联储 12 月加息概率超 50%，与战前市场预期的两次降息形成鲜明反转。投资者焦点将转向美联储近期会议纪要。 分析师表示，美债收益率攀升是美元走强的核心驱动力。 三菱日联金融 集团（MUFG）资深外汇分析师德里克・哈尔 彭尼 称：“收益率仍有上行空间。” “尽管我们仍认为美联储最终加息幅度将低于多数 G10 国家央行，但当前市场定价仍相对保守 —— 尤其是在原油价格存在进一步上涨风险的背景下。” 布伦特原油期货下跌 1.1%，至每桶 110 美元，但仍较 2 月底战争爆发前高出 50% 以上。 日元避险干预预期再起 美元走强推动日元逼近 160 关口 。上月，日本当局曾在此水平启动近两年首次汇市干预。 路透社援引消息人士称，4 月底至 5 月初，日本央行多次入市干预以遏制日元贬值，但日元强势未能持久。 美国财政部长斯科特・贝森特周二向路透社表示，若日本政府给予日本央行（BOJ）行长植田和男充分独立性，他相信植田将 “采取必要行动”，暗示美方希望日本央行进一步加息。 截至发稿，美元兑日元持平于 159.01。 责任编辑：郭明煜

格隆汇5月20日｜据CCTV国际时讯，多家外媒称，美国政府计划通知北约盟友，美国将缩减“可供北约在重大危机时期调用的美军力量规模”，进一步推动欧洲承担更多自身防务责任。知情人士称，美国计划于本周五（5月22日）在布鲁塞尔举行的北约相关会议上正式通报这一决定。 据报道，在被称为“北约部队模式”的框架下，北约成员国需确定一批在冲突中——例如成员国遭到军事打击，或任何其他重大危机期间可动用的军事力量。消息人士表示，这一“战时军事力量”的具体构成仍是严格保守的秘密，但五角大楼已决定“显著减少”美国在其中的承诺规模。

格隆汇5月20日｜国家发展改革委副主任周海兵5月18日与俄罗斯联邦经济发展部副部长伊利乔夫在京共同主持召开中俄投资合作委员会秘书长第21次会议，协调推动两国投资合作。国家发展改革委、外交部等相关政府部门，俄驻华使馆以及中俄有关企业代表参加了会议。

Geopolitical tensions around Taiwan have intensified, with commentators increasingly discussing the possibility of a blockade that could disrupt Taiwan Semiconductor Manufacturing's operations. Such a scenario is being framed as a material risk for the global technology supply chain given TSMC's central role in advanced chip production. Investors are reassessing exposure to NYSE:TSM and key downstream customers as they consider how potential disruptions could affect production, inventories, and hardware product launches worldwide. Taiwan Semiconductor Manufacturing, trading on the NYSE under ticker TSM, sits at the core of high end chip production. Any operational disruption could quickly ripple through global tech hardware and software ecosystems. The stock recently closed at $392.61, with returns of 22.8% year to date and 104.9% over the past year, which indicates that many portfolios already have substantial embedded exposure to this single operational hub. Looking ahead, the key issue for investors is how geopolitical risk around Taiwan may influence supply chain resilience, customer diversification, and where future chip capacity gets built. Scenario planning around potential blockades or shipping constraints, and what that could mean for contract terms, lead times, and regional production shifts, is increasingly becoming part of how the market assesses NYSE:TSM. Stay updated on the most important news stories for by adding it to your or . Alternatively, explore our to discover new perspectives on Taiwan Semiconductor Manufacturing. NYSE:TSM Earnings & Revenue Growth as at May 2026 The blockade discussion goes straight to the heart of Taiwan Semiconductor Manufacturing’s business model. The company is a central manufacturing partner for high performance computing and AI chips, with customers such as Nvidia, AMD, Broadcom, and Apple relying on its Taiwan based facilities. A prolonged disruption to shipping or power in Taiwan could affect wafer starts, packaging ...

Pixelbizz/iStock Editorial via Getty Images Sometimes you find companies that go well outside of the typical "mould" of what companies are "supposed" to be. In this article, I'll look at a company that many US investors - as well as EU ones - might not have heard of but that is not only an attractive but also a necessary speciality company. The reason that I say it's outside of its mould is that it's technically a speciality chemicals business, but it has an average of over 30x P/E, despite the sector average being closer to 6-12x, even with good companies. That DSM-Firmenich ( DSFIY ) ( DSMFF ) is a good business is clear to me. Aside from solid earnings, the company is A-rated, which denotes a solid financial position. However, this average has been declining for the years since the merger between DSM and Firmenich happened a few years back, so there's that to consider. So what would make you want to invest in DSM-Firmenich? What the company does is foundational. It's the brainchild of DSM and Firmenich, which in 2023 merged to create one of the largest nutrition and flavor companies on the planet. The reason why it's a good company has to do with the nature of these business segments. The reason I never invested in DSM was because of its tendency towards cyclical results - animal farming and vitamins are very volatile markets with a lot of cyclicality. The combined company sold its animal nutrition business to a PE firm, and in doing so, the company cut volatility from its balance sheet. While the argument can certainly be made that it divested quality, and the combined company should have "swallowed" the volatility (I definitely think CVC Capital underpaid for what the company's segment was worth), the net result is compelling. DSM-Firmenich today remains with a couple of very interesting operations and segments. Its focus now lies on high-margin segments like health, beauty, and nutritional ingredients. The structural advantage of these segments is that they ar...

高测股份公告，公司控股股东、实际控制人、董事长张顼于2026年4月15日至2026年5月19日通过集中竞价交易和大宗交易方式合计减持公司股份2074.37万股，占公司总股本的2.50%，持股比例由22.50%减少至20.00%，权益变动触及5%整数倍。

兄弟们，姐妹们，咱就是说，这个世界真的变了。 你敢信？现在最潮的社交圣地，不是三里屯的网红店，也不是国贸的米其林，而是 澡堂子 。 最近在某书刷到一个分享，一个北京姑娘，一年跟对象去了52次汤泉。门票三百多，加上吃喝、SPA，一年愣是干了小3万块。 这就离谱。但离谱的背后，藏着这个时代的 消费密码 。 1 咱们先回忆一下，你印象中的澡堂子是啥样？ 一个热气腾腾的大池子，跟煮饺子似的。几个淋浴头，水压还不稳。搓澡的大哥一边拍你一边跟旁边人唠抗日神剧。 休息区是大通铺，拖鞋是公用的，吹风机固定在墙上，你得歪着脖子吹。进去两小时，解决完“脏了要洗”的问题，走人。 现在的汤泉呢？你一进门，鞋一脱，手环一戴， 你就是这座洗浴中心的王 。 泡池分温度，分功效，分室内外。汗蒸房也分黄土的、盐的、水晶的，跟选咖啡似的。休息区一排排独立屏幕的电动躺椅，无线网和插座比咖啡馆还密。 你可以瘫在懒人沙发里刷短视频，可以钻进静音舱睡死过去，可以在书吧装文化人，甚至可以打PS5、K歌、躺着看电影。 更离谱的是吃的东西。水果区摆着榴莲、山竹、车厘子，不限量。饮料区有星巴克、巴黎水，随便拿。自助餐？龙虾、三文鱼、烤羊排，管够。 南方人看了沉默，外国人看了流泪。 有个上海汤泉老板说，去年好多外国游客拖着行李箱来体验北方澡堂文化，第一次进去的时候表情管理直接失控。但泡完之后，一个个“真香”。 沈阳更夸张，洗浴中心线上化率全国第一，国庆期间“洗浴带住宿”搜索量暴涨193%。有南方游客放话：来东北可以不去冰雪大世界，但不能不搓澡。 美团《2025年全国洗浴行业趋势报告》直接盖章： 2025年是洗浴发展元年 。新式汤泉的市场份额已经干到70%，传统澡堂被按在地上摩擦。 2 有人要问了：门票动不动三五百，比看电影吃饭贵多了，凭啥火？ 来，我给你算笔账。 你出去约个会：吃饭300，电影100，奶茶50，打车100，加起来550。而且还不一定爽。电影可能是烂片，饭可能难吃到想掀桌。 但你花500块进汤泉呢？泡汤、汗蒸、自助餐、打游戏、看电影、躺平睡觉， 待12个小时不带重样的 。没有烂片，没有难吃的饭，没有推销，只有热气腾腾的池子和一张随时可以倒下的躺椅。 它不便宜，但它让你觉得 值 。 因为它的体验是 确定性极高 的。在消费降级、大家都不敢乱花钱的时代，年轻人会把钱砸在“肯定不会翻车”的事情上。汤泉，就是那个永...

Key Points Oracle's new funding model suggests that it could clock stronger-than-expected earnings growth by keeping a handle on its capital expenses. The tech giant has been raising its revenue guidance, suggesting that it is successfully converting its massive backlog into revenue. Oracle's earnings growth potential suggests it could see a significant share price increase in the long run. 10 stocks we like better than Oracle › Less than a year ago, Oracle (NYSE: ORCL) was the blue-eyed boy of Wall Street, racking up a massive backlog amid strong demand for its artificial intelligence (AI) compute infrastructure. The stock reached a 52-week high on Sept. 10, 2025, following an impressive 97% jump since the beginning of the year. The phenomenal jump in Oracle stock last year was fueled by the stunning growth in the company's remaining performance obligations (RPO). Major hyperscalers and AI companies were awarding Oracle massive contracts to secure AI computing capacity in its data centers, which explains why its RPO was growing faster than its revenue. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » However, it wasn't long before Wall Street started casting doubts on Oracle's ability to convert its huge revenue backlog into revenue. Its multibillion-dollar deals with OpenAI came under scrutiny, as investors wondered whether the AI start-up would be able to raise the money to pay Oracle. Additionally, Oracle's debt-fueled AI infrastructure build-out has been another cause for concern. These factors explain why this AI stock has retreated 43% from its 52-week high in September last year. However, savvy investors may be wondering if it is worth buying Oracle following its steep pullback, especially considering its attractive valuation. Let's see whether you should buy Oracle now or keep away from th...

A Russian ex-banker who spent 15 years dodging justice over the collapse of his Baltic lenders is finally on the verge of standing trial in the biggest fraud case in the region’s history. Vladimir Antonov, convicted of embezzlement linked to Lithuania’s former third-largest lender Bankas Snoras AB , is expected to be extradited from France by May 28, according to the Lithuanian Criminal Police Bureau, though officials caution the timetable could still slip. The 50-year-old’s arrest in northwest France on Dec. 9 capped a yearslong international manhunt that stretched across five countries and triggered a myriad of legal battles. Since the banks imploded in 2011, governments, prosecutors and investigators have pursued hundreds of millions of dollars allegedly siphoned from the Antonov-controlled lenders before their collapse. Antonov, who grew up in the former Soviet state of Tajikistan, first fled to the UK, then to Russia, before resurfacing in France last year, where he was detained under a European arrest warrant. Throughout, Antonov has consistently maintained his innocence. A court in the city of Rennes ruled on April 3 that he should be sent to Lithuania to face his crimes. Weeks later on May 13, France’s top court dismissed Antonov’s appeal. That means his only route to avoiding extradition would be through the European Court of Human Rights — a process that could take years to resolve. Henry Ermeneux, a French lawyer representing Antonov, confirmed on email that an appeal at the Strasbourg-based ECHR was underway. At his peak, Antonov cultivated the image of a globe-trotting dealmaker. He briefly owned English football club Portsmouth FC and took a stake in Dutch sports carmaker Spyker Cars NV that made a bid in Saab Automobile AB . Both deals came undone. His business empire unraveled from November 2011, when Lithuanian regulators seized Bankas Snoras after discovering that more than 1 billion litai, then approximately worth $392 million, in assets were miss...

格隆汇5月20日丨友邦保险(1299.HK)在港交所公告称，当日以均价84.61港元回购441.3万股，耗资3.73亿港元。

周三欧洲股市在科技股带动下走高，但涨幅受限。投资者对战争引发的通胀风险保持谨慎，债券持续承压，市场同时密切关注美伊局势进展。 截至格林尼治标准时间 08：51，泛欧斯托克 600 指数（STOXX 600）上涨 0.2%，报 612.84 点；德国 DAX 指数、法国 CAC 40 指数分别上涨 0.2%、0.3%。 美国总统特朗普周二称，战争将 “很快结束”；副总统万斯则表示，与伊朗就结束冲突的谈判取得进展。 欧洲股市表现落后于全球主要市场，因该地区高度依赖石油进口，油价上涨持续拖累市场；而人工智能热潮推动美股创下历史新高。 法国兴业 银行欧洲股票策略主管罗兰・卡洛扬表示：“我对欧洲股市的观点未变。一季度预期门槛很低，表现相对轻松；二季度挑战将加大，战争影响会逐步显现。我并非看空，但预计年底前市场或进入整固阶段。” 芯片巨头英伟达将于周三收盘后公布财报，或检验人工智能驱动的市场动能。欧洲半导体板块走强，ASM 国际（ASM International）、阿斯麦（ASML）、意法半导体（STMicroelectronics）涨幅达 3%-4%；科技指数整体上涨 1.2%。 国防股走高，捷克军工企业 CSG 一季度财报后大涨 11%；英国巴布科克公司（Babcock）获 Peel Hunt 评级从 “持有” 上调至 “买入”，股价上涨 2.3%。 媒体板块领跌，跌幅 1.8%；奢侈品股下跌 0.7%。 泛欧交易所（Euronext）一季度财报超预期，股价上涨 5%。 英国零售商玛莎百货（Marks & Spencer）因网络攻击导致年度利润下滑，但预计下一年度利润增长，股价上涨 5.1%。 挪威工业投资公司奥克拉（Orkla）因中东冲突导致成本上升、利润下滑，股价大跌近 7%。 此外，欧盟与美国达成临时协议，取消对美进口关祱。该协议源于去年 7 月的贸易协定，旨在避免特朗普 7 月 4 日最后期限前威胁加征关祱的行动。 数据显示，英国 4 月消费者物价通胀率从 3 月的 3.3% 放缓至 2.8%。 英国富时 100 指数（FTSE 100）当日持平。 责任编辑：郭明煜

格隆汇5月20日｜油价在今日下跌，并于欧洲交易时段跌幅一度超过2%。原因是特朗普政府持续向德黑兰施压，要求其接受美国条件以结束冲突。与此同时，英国政府降低了对俄罗斯的制裁力度，允许进口由俄罗斯原油在海外精炼的柴油和航空燃油，因霍尔木兹海峡近乎封锁的局面持续挤压供应。本周早些时候，美国也延长了一项制裁豁免，允许各国购买目前滞留在海上的俄罗斯原油。

格隆汇5月20日丨中国音像与数字出版协会组织相关人员于2026年5月11日至19日，分别前往同方知网数字科技有限公司、北京师范大学出版社、人民邮电出版社、北京语言大学出版社、清华大学出版社以及学科网（北京总部）等单位开展专题调研，围绕AI技术应用现状、数字化转型策略、商业模式创新、AI赋能出版业高质量发展等议题与上述单位负责人及业务骨干展开深入研讨。调研过程中，各单位也普遍呼吁健全AI应用版权保护机制、完善AI应用的标准体系建设、搭建统一规范的出版业可信数据空间，强化AI时代出版业的品牌公信力与行业权威性。

Saranac Partners Ltd raised its stake in Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 38.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 42,137 shares of the wireless technology company's stock after purchasing an additional 11,787 shares during the quarter. Qualcomm accounts for 2.8% of Saranac Partners Ltd's investment portfolio, making the stock its 15th biggest holding. Saranac Partners Ltd's holdings in Qualcomm were worth $7,224,000 as of its most recent filing with the Securities and Exchange Commission. A number of other institutional investors have also modified their holdings of the stock. Greykasell Wealth Strategies Inc. raised its position in Qualcomm by 1.5% during the 3rd quarter. Greykasell Wealth Strategies Inc. now owns 4,126 shares of the wireless technology company's stock worth $686,000 after buying an additional 61 shares during the last quarter. Certified Advisory Corp boosted its holdings in shares of Qualcomm by 0.6% in the third quarter. Certified Advisory Corp now owns 10,085 shares of the wireless technology company's stock valued at $1,678,000 after acquiring an additional 62 shares in the last quarter. ProVise Management Group LLC increased its stake in shares of Qualcomm by 2.6% during the third quarter. ProVise Management Group LLC now owns 2,560 shares of the wireless technology company's stock worth $426,000 after acquiring an additional 64 shares during the period. Baker Tilly Wealth Management LLC raised its holdings in Qualcomm by 1.0% during the fourth quarter. Baker Tilly Wealth Management LLC now owns 6,401 shares of the wireless technology company's stock worth $1,095,000 after purchasing an additional 64 shares in the last quarter. Finally, Dakota Community Bank & Trust NA raised its holdings in Qualcomm by 3.6% during the fourth quarter. Dakota Community Bank & Trust NA now owns 1,847 shares of the wireless technology company's stock worth $3...

HighTower Advisors LLC raised its holdings in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 1.9% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 657,580 shares of the company's stock after purchasing an additional 12,445 shares during the quarter. HighTower Advisors LLC's holdings in Palantir Technologies were worth $116,885,000 as of its most recent SEC filing. Get Palantir Technologies alerts: Sign Up A number of other hedge funds have also modified their holdings of PLTR. Bare Financial Services Inc raised its holdings in Palantir Technologies by 54.5% in the 3rd quarter. Bare Financial Services Inc now owns 156 shares of the company's stock valued at $28,000 after buying an additional 55 shares during the period. Morton Brown Family Wealth LLC boosted its stake in Palantir Technologies by 250.0% during the fourth quarter. Morton Brown Family Wealth LLC now owns 175 shares of the company's stock worth $31,000 after buying an additional 125 shares during the period. Flagship Wealth Advisors LLC purchased a new position in Palantir Technologies during the third quarter worth about $32,000. United Financial Planning Group LLC acquired a new stake in shares of Palantir Technologies during the third quarter valued at about $32,000. Finally, Clayton Financial Group LLC raised its stake in shares of Palantir Technologies by 500.0% in the 4th quarter. Clayton Financial Group LLC now owns 180 shares of the company's stock valued at $32,000 after acquiring an additional 150 shares during the period. 45.65% of the stock is currently owned by hedge funds and other institutional investors. More Palantir Technologies News Here are the key news stories impacting Palantir Technologies this week: Palantir Technologies Stock Performance Shares of PLTR stock opened at $135.26 on Wednesday. Palantir Technologies Inc. has a fifty-two week low of $118.93 and a fifty-two week high of $207.52. The c...

PNC Financial Services Group Inc. lessened its position in Oracle Corporation (NYSE:ORCL - Free Report) by 3.2% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 3,033,917 shares of the enterprise software provider's stock after selling 100,898 shares during the period. PNC Financial Services Group Inc. owned approximately 0.11% of Oracle worth $591,341,000 at the end of the most recent reporting period. Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Vanguard Group Inc. lifted its position in shares of Oracle by 3.5% during the 4th quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider's stock valued at $34,070,674,000 after acquiring an additional 5,841,584 shares during the last quarter. Capital Research Global Investors boosted its position in Oracle by 1.2% during the 3rd quarter. Capital Research Global Investors now owns 23,310,827 shares of the enterprise software provider's stock worth $6,555,961,000 after acquiring an additional 266,588 shares during the period. Bank of New York Mellon Corp boosted its holdings in shares of Oracle by 0.8% during the third quarter. Bank of New York Mellon Corp now owns 11,938,457 shares of the enterprise software provider's stock worth $3,357,572,000 after purchasing an additional 98,693 shares during the period. Legal & General Group Plc grew its holdings in shares of Oracle by 3.4% during the 3rd quarter. Legal & General Group Plc now owns 11,696,752 shares of the enterprise software provider's stock valued at $3,289,595,000 after acquiring an additional 381,572 shares in the last quarter. Finally, Invesco Ltd. grew its stake in Oracle by 16.6% in the third quarter. Invesco Ltd. now owns 10,303,992 shares of the enterprise software provider's stock valued at $2,897,895,000 after purchasing an additional 1,464,826 shares in the last quarter. 42.44% of the stock is ow...

Saranac Partners Ltd lifted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 27.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 24,544 shares of the semiconductor company's stock after purchasing an additional 5,287 shares during the quarter. Taiwan Semiconductor Manufacturing makes up about 2.9% of Saranac Partners Ltd's investment portfolio, making the stock its 13th largest position. Saranac Partners Ltd's holdings in Taiwan Semiconductor Manufacturing were worth $7,450,000 at the end of the most recent reporting period. Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Csenge Advisory Group grew its position in Taiwan Semiconductor Manufacturing by 108.0% during the 4th quarter. Csenge Advisory Group now owns 9,529 shares of the semiconductor company's stock worth $2,896,000 after acquiring an additional 4,948 shares during the last quarter. Capstone Capital Management Ltd acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the fourth quarter valued at $1,190,000. Warner Group LLC bought a new position in shares of Taiwan Semiconductor Manufacturing in the fourth quarter valued at about $218,000. Frisch Financial Group Inc. acquired a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter worth approximately $252,000. Finally, HighTower Advisors LLC boosted its position in Taiwan Semiconductor Manufacturing by 14.2% in the 4th quarter. HighTower Advisors LLC now owns 780,611 shares of the semiconductor company's stock valued at $237,220,000 after buying an additional 97,241 shares during the last quarter. 16.51% of the stock is currently owned by institutional investors and hedge funds. Get TSM alerts: Sign Up More Taiwan Semiconductor Manufacturing News Here are the key news stories impacting Taiwan Semi...

Saranac Partners Ltd reduced its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 96.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 25,177 shares of the enterprise software provider's stock after selling 694,271 shares during the period. Oracle accounts for about 1.9% of Saranac Partners Ltd's investment portfolio, making the stock its 26th biggest holding. Saranac Partners Ltd's holdings in Oracle were worth $4,909,000 as of its most recent filing with the Securities & Exchange Commission. Several other institutional investors also recently made changes to their positions in ORCL. Vanguard Group Inc. boosted its position in Oracle by 3.5% during the 4th quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider's stock valued at $34,070,674,000 after purchasing an additional 5,841,584 shares during the period. Capital Research Global Investors increased its position in Oracle by 1.2% in the third quarter. Capital Research Global Investors now owns 23,310,827 shares of the enterprise software provider's stock worth $6,555,961,000 after buying an additional 266,588 shares during the period. Bank of New York Mellon Corp increased its position in Oracle by 0.8% in the third quarter. Bank of New York Mellon Corp now owns 11,938,457 shares of the enterprise software provider's stock worth $3,357,572,000 after buying an additional 98,693 shares during the period. Legal & General Group Plc lifted its stake in Oracle by 3.4% in the third quarter. Legal & General Group Plc now owns 11,696,752 shares of the enterprise software provider's stock valued at $3,289,595,000 after buying an additional 381,572 shares during the last quarter. Finally, Invesco Ltd. lifted its stake in Oracle by 16.6% in the third quarter. Invesco Ltd. now owns 10,303,992 shares of the enterprise software provider's stock valued at $2,897,895,000 after buying an additiona...

沪深股通今日合计成交3532.15亿，其中 寒武纪 和 中际旭创 分居 沪股通 和深股通个股成交额首位。板块主力资金方面，半导体板块主力资金净流入居首。ETF成交方面，黄金ETF华夏（518850）成交额环比增长322%。龙虎榜方面， 华虹公司 股价创历史新高，获一家机构买入2.24亿，同时遭两家机构卖出7.63亿。 多氟多 走出4天2板，获四家机构买入2.79亿，同时深股通买入3046万。 一、沪深股通前十大成交 今日沪股通总成交金额为1656.56亿，深股通总成交金额为1875.59亿。 从沪股通前十大成交个股来看，寒武纪位居首位； 澜起科技 和 中微公司 分居二、三位。 从深股通前十大成交个股来看，中际旭创位居首位； 宁德时代 和 新易盛 分居二、三位。 二、板块个股主力大单资金 从板块表现来看，半导体、电池等板块涨幅居前，电力、AI应用等板块跌幅居前。 从主力板块资金监控数据来看，半导体板块主力资金净流入居首。 板块资金流出方面，计算机板块主力资金净流出居首。 从个股主力资金监控数据来看，主力资金净流入前十的个股所属板块较为分散， 中芯国际 净流入居首。 主力资金流出前十的个股所属板块较为分散， 工业富联 净流出居首。 三、ETF成交 从成交额前十的ETF来看， 科创50 ETF华夏（588000）成交额位居首位， 科创芯片 ETF嘉实（588200）成交额位居次席。 从成交额环比增长前十的ETF来看，黄金ETF华夏（518850）成交额环比增长322%位居首位；港股科技ETF国泰（513020）成交额环比增长201%位居次席。 四、期指持仓 四大期指主力合约多空双方均减仓，IM期指主力合约空头减仓近1.5万手，减仓数量明显大于多头。 五、龙虎榜 1、机构 今日龙虎榜机构活跃度明显提升，多氟多走出4天2板，获四家机构买入2.79亿，同时深股通买入3046万。算力租赁概念股 弘信电子 今日冲高回落，获四家机构买入4.1亿，深股通买入1.86亿。华虹公司股价创历史新高，获一家机构买入2.24亿，同时两家机构卖出7.63亿。 2、游资 一线游资活跃度一般，算力租赁概念股弘信电子遭一家游资（ 国泰海通 证券南京太平南路）卖出4.11亿。液冷服务器人气股 川润股份 走出3连板，获国泰海通证券成都北一环路买入1.16亿。 量化资金活跃度较高， 利和兴 强势涨停，获两家量...