格隆汇5月20日｜Rothschild & Co Redburn将应用材料的目标价从355美元上调至450美元，维持“中性”评级。(格隆汇)

Company Logo The Global Materials Informatics Market 2026-2036 report highlights transformative opportunities in industrial R&D driven by AI advancements. As major tech players like Microsoft and Google enter the market, competition intensifies, reshaping the industry landscape. With AI-driven sustainability applications gaining traction, the report forecasts significant growth opportunities, marking an inflection point in materials informatics. Dublin, May 20, 2026 (GLOBE NEWSWIRE) -- The "The Global Materials Informatics Market 2026-2036" report has been added to ResearchAndMarkets.com's offering. The Global Materials Informatics Market 2026-2036 provides a comprehensive analysis of the materials informatics industry at its most transformative inflection point to date. Building on the methodology established in earlier editions and informed by primary interviews conducted with industry players through 2025-2026, this revised edition captures the structural reshaping of the field driven by foundation models, big-tech entry, and the commercialisation of self-driving laboratories. The report forecasts the market through 2036 with both a narrower external MI provider revenue segment and a broader total MI software and services market segment that captures big-tech cloud platform revenue, project-based services, and addressable in-house spend. Materials informatics (MI) has emerged as one of the most consequential transformations in industrial R&D since the digitalisation of design itself. Built on the convergence of materials science, data science, and artificial intelligence, MI applies machine learning, high-throughput computation, generative models, and large language models to compress the time and cost of discovering and optimising new materials. Industry practitioners now routinely report 50-70% reductions in the number of physical experiments required to develop a new material, with corresponding time-to-market acceleration measured in years rather than months....

European Central Bank Governing Council member Pierre Wunsch discusses the impact of the Iran conflict on energy prices, inflation and monetary policy. "If the conflict is not resolved by June, then I think the likelihood of a hike is quite high," he tells Bloomberg Television. (Source: Bloomberg)

A consortium of European banks seeking to launch a euro-denominated stablecoin has added 25 lenders to its ranks, speeding up efforts to build a viable alternative to dollar-denominated digital money. The expansion brings the number of banks backing Amsterdam-based Qivalis to 37 across 15 countries, with ABN Amro Bank NV , Intesa Sanpaolo SpA and Nordea Bank Abp among new joiners, according to a statement on Wednesday. The project was first unveiled last year, when nine lenders including UniCredit SpA and ING Groep NV said they’d set up a new initiative aimed at strengthening Europe’s strategic autonomy in payments. Qivalis plans to issue a stablecoin pegged to the single currency later this year. “This infrastructure is essential if Europe is to compete in the global digital economy whilst preserving its strategic autonomy,” Howard Davies , chairman of Qivalis’s supervisory board, said in the statement. Originally used to facilitate cryptocurrency trading, stablecoins have seen growing adoption as a means of payment after the US passed landmark legislation governing them in 2025. But the dominance of dollar stablecoins has fueled concerns that Europe risks falling behind in payments, undermining the single currency over time. Read More: Dollar Dominance Crushes Lagarde’s European Crypto Ambitions The total circulation of euro-denominated stablecoin stands at just under $700 million, compared with $321 billion for such tokens tied to the dollar, according to DefiLlama data . EURC, which accounts for almost two-thirds of the total value of euro stablecoins, is issued by a US company — Circle Internet Group Inc. ECB Vs. Stablecoins Europe is already heavily dependent on the US firms for existing forms of digital payments, like card transactions and mobile wallets. In response, the European Central Bank has been pushing its plans to develop a digital euro, a central bank-backed digital payment option that it sees as a way to help the region preserve its sovereignty on ...

记者从广东省江门市三防指挥部获悉，据气象部门预计，今晚到明天继续受季风上岸影响，江门市有大到暴雨局部大暴雨，伴有雷暴和局地8级左右短时大风；累积雨量40～60毫米，局部200～250毫米，最大小时雨量70～90毫米；强降雨易发生在夜间至早晨时段。截至今日15时10分，江门市恩平、新会、台山发布红色暴雨预警信号，开平、鹤山发布橙色暴雨预警信号，蓬江、江海发布黄色暴雨预警信号。江门市气象局于5月20日15时将暴雨Ⅲ级预警升级为Ⅱ级预警。根据《江门市防汛防旱防风防冻应急预案》，江门市三防指挥部决定于5月20日15时15分将防汛Ⅳ级应急响应提升为防汛Ⅲ级应急响应。受暴雨天气影响，国铁广州局计划5月20日至21日对广茂铁路部分列车采取停运措施，具体停运车次可在12306网站（App）查询。部分列车也将出现不同程度晚点，旅客可以密切关注铁路12306网站及车站公告，掌握列车开行信息。（央视新闻）

少数人贪利投机让整个产区乃至产业埋单的食安悲剧如何避免，值得全社会认真思考 【财新网】/火线评论 日前，福建漳州一部分杨梅“泡药”曝光。据媒体报道，该市龙海区有杨梅收购点存在违规浸泡防腐剂、滥用疑似“三无”甜味剂行为。在当地杨梅重要产区白水镇、浮宫镇，一些工人将防腐剂脱氢乙酸钠作为保鲜剂，用疑似“三无”甜味复合糖作为甜味剂。部分收购点每日收购、浸泡、售卖的杨梅达上千斤。 这一食品安全事件近来持续发酵，除了严重影响福建漳州产区杨梅的正常销售，甚至“无差别”冲击和殃及了浙江产区杨梅本该红火的旺季市场，已经造成整个产业的信任危机。有网友感叹说，曾经供不应求的时令珍果，如今彻底沦为无人问津的滞销品，经销商不敢收货、采购商彻底离场，无数果农守着满筐熟透的杨梅欲哭无泪，短短一周的保鲜期过后，一年的心血只能烂在田头，实在令人痛心。

金价出现下跌 国际金价一个半月以来首次跌破每盎司4500美元大关。白银在15日也一度较前一日下跌9%。由于美国加息预期扩大，不产生利息的实物资产的投资吸引力下降，以机构投资者为中心，抛售动向扩大。但许多市场人士认为，价格下跌只是暂时性的…… 黄金、白银及铂金价格迅速下跌。由于美国加息预期扩大，市场认为不产生利息的实物资产的投资吸引力下降，以机构投资者为中心，抛售动向扩大。但个人投资者以及各国中央银行对黄金等的需求依然强劲，目前许多市场相关人士认为，价格下跌只是暂时性的。 作为国际黄金价格指标的伦敦现货价格5月15日较前一天下跌近140美元（3%）。在18日的交易中继续下跌，一个半月以来首次跌破每盎司（约31.1克）4500美元大关。白银在15日也一度较前一日下跌9%，跌至75美元区间，铂金则一度下跌4.5%，跌至1960美元区间。 从日本国内的黄金价格行情来看，作为指标的最大贵金属销售企业“田中贵金属工业”18日上午公布的含税柜台零售价降至每克2万5617日元，较前一日下跌528日元，创下3月底以来的低点。 “以进行短线资金运作的欧美机构投资者为中心，卖出黄金的动向扩大”，森田Aassociates公司负责人森田隆大在分析当前黄金行情走势时如此表示。 导致价格下跌的原因是美国联邦储备委员会（FRB，美联储）加息预期导致投资资金流出。上周公布的消费者物价指数（CPI）等美国物价指标的增长高于市场预期，市场对美联储将采取行动应对通胀的预期扩大。 根据美国利率期货的交易来预测未来政策利率水平的“美联储观察（FEDWatch）”显示，目前2026年内加息预期概率已升至50％，相较于一个月前几乎为零的情况迅速攀升。反映金融政策前景的美国两年期国债收益率上升至1年来的高位。 在中东紧张局势推高原油价格的情况下，15日结束的中美首脑会谈也并未显示出打破局面的具体行动。市场对混乱长期化导致通胀再次抬头的担忧加剧，利率上升速度进一步加快。 持有黄金等实物资产不会产生利息，在加息局面下，相对投资吸引力会下降。在黄金价格从2024年到今年年初迅速上涨的背后，始于2024年9月的美联储降息产生了强烈影响。 市场分析师丰岛逸夫认为：“凯文·沃什最早将于本周接任美联储主席，这一时机也提高了市场对美国货币政策转向的关注度”。 除传统珠宝首饰与铸锭需求外，黄金等作为金融商品的属性愈发凸显，因此容易...

财联社5月20日讯（实习编辑 李莹/编辑 齐灵） 美国模拟芯片大厂亚德诺半导体技术有限公司（ADI）官宣，将以15亿美元收购硅谷电源管理初创企业Empower Semiconductor。 ADI首席执行官Vincent Roche表示： “AI 基础设施正在从根本上重塑供电方式， 能源已成为制约新一代系统拓展的核心因素 。” 他还表示，ADI 已经提供了行业中一些最高性能的电源管理解决方案，通过引入Empower，将进一步扩大产品组合，帮助客户重新架构其电源系统，并实现下一代 AI 所需的计算密度。这项技术的影响远远超出了AI数据中心，涵盖了任何能源受限的领域。” Empower首席执行官Tim Phillips认为： “Empower的成立旨在解决 AI 供电中最难的问题 —— 限制AI吞吐量的功率瓶颈 。” 他表示，Empower的技术能够提供AI处理器发挥其全部潜力所需的功率密度、速度和效率，从而释放几代性能的提升。 公司方面预计，交易将于2026年下半年完成，目前仍需通过美国反垄断审查及常规交割流程。 交易完成后，Empower首席执行官Tim Phillips将留任，继续主导集成稳压器（IVR）技术的研发与落地。 有分析指出，Empower年营收约为5400万美元，15亿美元的收购价格对应了约28倍的营收估值，溢价力度极高。尽管定价昂贵，但ADI现金流充足，其2025财年自由现金流达43亿美元，因此资金压力总体可控 。 数据中心市场 ADI公司于1965年由Ray Stata与其合作伙伴创建，是全球模拟半导体及信号处理领域的龙头。其核心产品涵盖数据转换器、放大器及电源管理芯片，广泛应用于工业、汽车、通信和数据中心。 全球模拟芯片行业竞争激烈。此前，全球模拟芯片龙头德州仪器（TI）公布，第二季度受数据中心芯片需求带动，营收与利润均超华尔街预期。芯源系统（MPS）作为英伟达Hopper与Blackwell芯片外围电源管理的主要供应商，在AI电源管理市场占据有利位置。 ADI收购Empower，并于2026财年第二季度财报公布前夕官宣消息，或是对此竞争格局的回应。 总部位于加州的Empower公司专注生产用于数据中心的芯片，这些芯片所需的能源更少，从而能够降低成本，其技术核心为IVR+垂直供电架构。 业内分析称，该项技术可简单理解为，IVR以千倍提速精准调控电...

格隆汇5月20日｜据央视，广东省气象水文监测，5月19日16时到5月20日16时，广东全省平均雨量32.4毫米，22个镇街特大暴雨，93个镇街大暴雨，272个镇街暴雨，367个镇街大雨占全省总镇街数的45.2%。雨量最大的镇街有：阳江阳春市河口镇869毫米、江门恩平市那吉镇515.5毫米、珠海斗门区乾务镇367.8毫米、中山市板芙镇272.9毫米、茂名高州市大坡镇230.9毫米。

格隆汇5月20日｜据伊朗伊斯兰共和国通讯社(IRNA)，外交消息人士表示，巴基斯坦内政部长已启程前往德黑兰，与伊朗官员会面。

格隆汇5月20日｜Capital One将Palo Alto Networks的目标价从168美元上调至248美元，维持“中性”评级。(格隆汇)

当地时间20日，世界卫生组织总干事谭德塞表示，紧急委员会一致同意埃博拉疫情构成国际关注的突发公共卫生事件，但并非全球大流行。目前埃博拉疫情在国家和区域层面的风险较高，全球范围流行的风险较低。谭德塞通报称，除已确诊病例外，还有近600例疑似埃博拉病例和139例疑似因埃博拉造成的死亡病例。（央视新闻）

罕王黄金公告，公司董事会宣布在Mt Bundy金矿项目矿山管理计划获批及矿山作业授权获授予后，项目现场已启动进场道路、258人矿山营地以及相关配套设施的建设工程。Mt Bundy金矿项目位于澳大利亚北领地达尔文市东南约100公里处，拥有符合JORC规范（2012版本）的347万盎司黄金资源量及188万盎司黄金储量。根据更新版的最终可行性研究，预计项目在最初的17年矿山服务年限内，前10年平均年产黄金15万盎司。公司目标于2028年第一季度开始生产黄金，届时该金矿预计将成为北领地第二大金矿。项目建设阶段预计将创造超过400个就业岗位，并为当地承包商、供应商及服务提供商带来显著收益。

港股通｜中芯國際（00981）為港股通活躍成交股榜首 香港經濟日報HKET

港股通｜中芯國際（00981）為港股通（深）10大活躍成交股榜首 香港經濟日報HKET

Billionaire Vincent Bolloré controlled Vivendi SE before a split of the media conglomerate in 2024, a Paris advocate general is set to say, a positive step for minority holders who want the billionaire to buy them out. “Vincent Bolloré has been able to impose his will and determine the outcome of decisions adopted by Vivendi’s general meetings, thanks to his holding of a strong relative majority exceeding 40% for many consecutive years,” the advocate general wrote in a statement seen by Bloomberg. The opinion was previously reported by Agence France-Presse . The Paris court of appeal will hold a hearing on whether Bolloré SE was in control of Vivendi before the split on Friday, and is not bound to follow the advocate general’s guidance. A decision in the minority holders’ favor would mean the case should go back to the French markets authority to see if a buyout is required, the court adviser wrote. Paying off the minority shareholders could potentially cost billions of euros, based on their share holdings’ value at the time of the split. Read More: Bolloré Gets Court Boost to Avoid Vivendi Shareholder Payout A representative for Bolloré SE didn’t immediately respond to requests for comment. A Vivendi spokesperson declined to comment. Vivendi shares rose 2.1% in Paris at 11:18 a.m. to €2.29. The shares have declined 21% in the last 12 months. Activist investors opposed Vivendi’s split at the end of 2024, complaining that the breakup gave preferential treatment to the billionaire’s Bolloré SE holding company. The spinoffs were approved by almost 98% of shareholders who voted in the general assembly, but some minority holders, including activist CIAM, said that the spinoff didn’t guarantee a better valuation for the assets and wasn’t a good deal for smaller investors. Read More: Vivendi Investors Approve Three Spinoffs Listing Dec. 16 Bolloré’s holding company has argued that it didn’t control Vivendi before the split. The group held 30% of Vivendi’s shares, but more ...

财联社5月20日讯（记者 陈俊兰） 作为资本市场情绪的“体温计”，4月证券服务类APP的活跃度数据呈现“同比高增、环比稳升”的良好发展态势。 易观千帆最新数据显示，2026年4月，证券服务应用的整体活跃人数达到1.8亿，环比微增1.73%，同比增长7.5%。在日均活跃人数方面，4月日活人数7217.43万，虽然环比微降0.48%，但同比依然实现了14.39%的稳健增长。 整体来看，在市场情绪有所波动的背景下，证券类APP的用户基本盘依然稳固，头部效应愈发显著。 以单个券商APP来看， 华泰证券 （涨乐财富通）月活1251.15万稳居首位， 国泰海通 证券（国泰海通君弘）、平安证券（平安证券）、 中信证券 （中信证券信e投）、 招商证券 （招商证券）等券商APP活跃度紧随其后，跻身前五。共12家券商APP月活超500万，8家券商APP月活突破700万，券商APP市场的竞争格局依然激烈。 第三方证券服务APP方面，仍是呈现三足鼎立的局面， 同花顺 、 东方财富 和 大智慧 稳居行业前三。 证券APP活跃度稳中有升，用户粘性经受考验 易观千帆最新数据显示，2026年4月中国证券服务应用整体月活跃用户数达到1.8亿人，环比3月增长1.73%，同比去年同期增长7.5%。 回顾整个2026年第一季度，证券市场的波动也直观地反映在了APP的活跃度上。从数据来看，1月份受益于年初的市场活跃度，活跃人数一度冲高至1.84亿的阶段性高点。随后在2月和3月，受市场调整影响，活跃人数有所回落，但始终维持在1.7亿的关口之上。 进入4月，市场情绪有所回暖，活跃人数环比回升，显示出用户对于市场的关注度正在逐步恢复。值得注意的是，尽管4月的日均活跃人数环比微降0.48%，但考虑到4月包含清明节假期等因素，这一数据依然体现了用户较高的粘性。 同比维度表现更为亮眼，7.5%的增速较3月的2.82%大幅提升，创下近6个月以来的次高增速。对比历史数据，2025年4月整体证券APP月活为1.67亿人，一年时间增长超过1250万人，反映出证券数字化服务的渗透率正在加速提升。 易观千帆证券业咨询专家杨玲表示，4月进入财报密集披露期，市场定价快速向实际盈利切换，投资者对财报剖析和盈利预测追踪的需求激增。不少券商借此窗口，在APP端深度整合智能财报解读、关键指标量化对比等AI功能，将业绩验证事件转化为高交互使用场...

南向资金今日净买入57.08亿港元 中芯国际获净买入居前 2026-05-20 17:31:18 来源： 同花顺7x24快讯 分享 文章提及标的 阿里巴巴-W -- 兆易创新 -- 中国移动 -- 中芯国际 --

5月8日，北京中关村国际创新中心，由新华三集团主办的NAVIGATE 2026领航者峰会在这里启幕。主题为“算力×联接，AI×未来”。 这并不是一场例行的年度产品发布会。当紫光股份董事长、新华三集团总裁兼首席执行官于英涛走上演讲台，说出第一句话时，现场的气氛骤然绷紧： “当前我们正处在亢奋与焦虑并存的AI时代。” 他的语气中没有千篇一律的商业演讲客套，更像极了心理医生在问诊——精准抽离出一种弥漫在整个AI产业里的一种集体情绪。 这种内心的拉扯感，在座的技术人、投资人、企业高管都心照不宣。 几个小时前，全球AI股市拉出了一根大阳线，中国日均Token调用量已狂飙至数百亿级。 就在这几天，另一组数据同样触目惊心：人工智能正在撞上一堵名为“系统效率”的隐形墙——万卡集群中，网络拥塞直接吞噬超30%算力；架构设计导致GPU竟有40%以上的时间在“摸鱼”空等。 换句话说，你花一个亿砸下的卡，实际效能可能打了对折。在玩家拼命堆积算力的时候，整个行业正在面临三大无可回避的命题： 第一，Token经济正在重塑世界，商业价值终将以“吞了多少个Token”来衡量；第二，为了安全可控，政企必须建立自主的AI底座，但私有化部署适配难、生态封闭，导致速度与安全不可兼得；第三，也是最尖锐的矛盾——AI的瓶颈早就不在单卡性能，而是一个系统级的系统性陷阱。 面对台下数千位政府领导、行业伙伴与技术工程师，于总抛出一个全行业不可回避的问题： “如果AI是一辆能帮你跑赢的超级赛车，它需要的不仅是一部强悍的发动机，更是一辆配置完整、调校优异的整车。如果你的变速箱在打滑，轮胎在漏气，底盘不稳定……这辆赛车能跑多远？” 它就像一头房间里的大象——所有人都感受得到，但没人真正挑明。今天，不卖芯片、不炒模型的新华三，站了出来。 全栈亮剑：从“单点王牌”到“六位一体” 新华三集团首席技术官、技术委员会主席张弢 面对高达数万亿美元的宏大投入与行业结构性焦虑，新华三给出的药方是，对2024年提出的“算力×联接”战略深层次的升维与落地：不再局限于计算与网络两个维度的叠加，而是把整张拼图铺开，聚焦“算、网、存、云、安、维”六位一体的深度融合。 在媒体采访中，新华三集团首席技术官、技术委员会主席张弢提到，2024年大家关注的焦点还是GPU和网络；2025年存储开始受到重视；到了2026年，运维与安全的紧迫性显著上升。而这一切...

格隆汇5月20日｜瑞穗将德州仪器的目标价从255美元上调至300美元，维持“中性”评级。(格隆汇)

此番在欧洲投产中国车型的计划，是斯特兰蒂斯近两周内官宣的第二笔同类合作 斯特兰蒂斯与东风集团有意在前者位于法国雷恩的工厂投产新能源汽车，以此适配欧洲本土制造相关法规。 主营吉普品牌的 斯特兰蒂斯集团 与中国合作伙伴 东风集团 计划组建全新合资企业，将在欧洲部分国家市场生产并销售东风旗下车型。 这是斯特兰蒂斯两周内敲定的第二笔欧洲本土化造车合作，此前其已与零跑汽车达成协议，将在西班牙投产零跑电动车型。 根据周三披露的合作意向，两家车企拟探讨依托斯特兰蒂斯 法国雷恩工厂 进行整车生产，此举可契合欧洲本土制造新规，该法规通过本土零部件占比等要求扶持本土汽车产业。 按照合作方案，新合资公司将全权负责 东风岚图 品牌新能源汽车在欧洲的销售与渠道分销，产品涵盖纯电动车与插电式混合动力车型。 合资公司由斯特兰蒂斯控股主导，持股比例 51% 。 斯特兰蒂斯首席执行官安东尼奥・菲洛萨表示：“我们将整合集团全球化布局优势，结合东风在国内成熟先进的新能源汽车产业生态，为消费者提供品类更丰富、性价比更强的汽车产品。” 此前双方已达成合作，计划在华联合生产标致、吉普品牌电动车型，兼顾中国本土市场与海外出口销售。 如今具备高科技属性的中国车企持续抢占中外市场份额，欧美车企压力加剧，因此纷纷选择携手合作，借力中国先进造车技术，同时通过联合采购、联合研发控制生产成本。 斯特兰蒂斯长期推行合作布局：其与东风合作超三十年，深耕国内标致、雪铁龙车型生产；2023 年入股中国车企零跑汽车，并成立合资公司负责零跑电动车海外销售。 本月早些时候，双方再度深化合作，确定在西班牙两座工厂量产零跑车型，同时联合研发欧宝品牌小型纯电 SUV，新车同样将在西班牙投产。 责任编辑：郭明煜

If you are picking a U.S. technology ETF, the choice almost always narrows to Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC) and The Technology Select Sector SPDR Fund (NYSEARCA:XLK). Both look like the same trade: cheap, passive, mega-cap heavy. But XLK has quietly outrun FTEC 22.06% year to date versus 19.58%, and that gap traces ... XLK’s quiet edge over FTEC comes from a cap limit most investors never notice

With the S&P 500 up 2.5% through the first half of this month, "sell in May and go away" hasn't been great advice this year. That's subject to change, but a summertime swoon might not materialize this year for a variety of reasons. One is that investors will finally be able to get their hands on SpaceX stock , because Elon Musk's company is getting closer to an initial public offering (IPO). SpaceX's IPO prospectus could be released as soon as this week, according to published reports, paving the way for an early June roadshow. That could set the stage for the stock to come to market as soon as next month. With speculation that SpaceX will be the largest IPO in history and investors hoping the Musk touch is again golden, it's possible that spirits will be lifted, and risk assets could rally during the often-quiet summer months. One thing is certain: Space stocks and the related exchange-traded funds (ETFs) are sure to be in focus in the weeks and months ahead, making the Tema Space Innovators ETF (NYSEMKT: NASA) worth examining. Continue reading

格隆汇5月20日｜据伊朗塔斯尼姆通讯社，伊朗军方发言人Mohammad Akraminia在周二的讲话中强调了军队的备战状态，他表示军队已将“停火时期”视为“战争时期”，并借此机会增强了自身的作战能力。而对于敌对势力，这位发言人称，伊朗绝不会被围困或击败。他警告说，如果敌人再次做出愚蠢的举动，并再次落入犹太人的圈套，对伊朗发动又一次侵略行动，那么该国将通过新的手段和方法开辟新的战线来对抗他们。与此同时，他强调了伊朗武装部队对霍尔木兹海峡的控制，并表示这条战略水道的局势不可能恢复到以往的状态。他称：“敌人的唯一出路就是尊重伊朗民族，尊重伊朗的合法权利。”

The ⁠ European Union has shortlisted ⁠tungsten, rare earths and ⁠gallium for its first joint stockpile of critical minerals aimed at reducing its reliance on China, according to three sources familiar with the matter. The EU is also talking to major ports ‌including Rotterdam in the Netherlands , the region’s biggest, to store the minerals, one of the three and a fourth source said. The move marks one of the bloc’s most concrete steps to insulate its economy from Beijing’s production dominance in critical minerals – vital to defence, semiconductors and ⁠the energy transition – and often used as leverage in trade disputes with the West. Advertisement Western allies, ‌including the United States , are racing to build their own stockpiles after Beijing’s export curbs sent shocks through the global ‌economy. Two of the sources said magnesium would be on the ⁠priority list, while ⁠one said germanium and graphite were expected to make the final mix. Workers use machinery to dig at a rare earth mine in Ganxian county in central China’s Jiangxi province. Photo: AP

DOHA, Qatar, May 20, 2026 (GLOBE NEWSWIRE) -- Qatar Airways Group today announced a post-tax profit of QAR 7.08bn (US$ 1.94bn) for financial year 2025/26. The results demonstrate a robust performance against a final month impacted by significant geopolitical events, reaffirming its position as one of global aviation’s most resilient Groups. Throughout financial year 2025/26, the Group continued to develop, innovate and provide world-class services and experiences to passengers and businesses. The airline carried more than 41.8 million passengers, maintaining extensive global connectivity through Hamad International Airport. The Group’s cargo division continued to excel, having transported more than 1.43 million tonnes of chargeable weight, advancing its position as the world’s largest air freight carrier with a 12% global market share. The airline also maintained industry-leading punctuality, achieving an 86% on-time performance, placing it firmly among the top five most punctual carriers worldwide, and securing the most coveted recognition in global airline operations benchmarking, the Cirium Platinum Award for Operational Excellence. Qatar Airways Group Chief Executive Officer, Mr. Hamad Al-Khater, said: "It is not often that a single financial year asks an organisation to demonstrate both the best of what it can achieve and the depth of what it can withstand. The 2025/26 financial year did both, and the Qatar Airways Group rose to each in turn. "These results speak to the strength of this Group across every measure that matters — a strong balance sheet, industry-leading operations, partnerships of real depth, and people who maintained the standards this Group is known for, even under the most demanding conditions. "Behind every result are 57,800 people, working across more than 90 countries. In the final weeks of the financial year, many of them were managing an active crisis with a standard of professionalism that defines this organisation as much as any financi...

المجموعة تحقق صافي أرباح بلغت قيمته 7.08 مليار ريال قطري (1.94 مليار دولار أمريكي) خلال السنة المالية 2025/2026، مما يعكس كفاءتها التجارية ومرونة أدائها التشغيلي المجموعة تحقق صافي أرباح بلغت قيمته 7.08 مليار ريال قطري (1.94 مليار دولار أمريكي) خلال السنة المالية 2025/2026، مما يعكس كفاءتها التجارية ومرونة أدائها التشغيلي

PARIS, 20 mai 2026 (GLOBE NEWSWIRE) -- Le groupe Qatar Airways a annoncé aujourd’hui un bénéfice après impôts de 7,08 milliards de riyals qatariens (1,94 milliard de dollars américains) pour l’exercice 2025/26. Ces résultats témoignent d’une solide performance malgré un dernier mois marqué par d’importants événements géopolitiques, réaffirmant ainsi sa position parmi les groupes les plus résilients du secteur aérien mondial. Tout au long de l’année financière 2025/26, le Groupe a continué à se développer, à innover et à offrir des services et des expériences de grande qualité aux particuliers et aux entreprises. La compagnie aérienne a transporté plus de 41,8 millions de passagers, maintenant une connectivité mondiale étendue via l’aéroport international Hamad. La division fret du Groupe a continué d’exceller, ayant transporté plus de 1,43 million de tonnes de poids facturable, renforçant ainsi sa position de premier transporteur mondial de fret aérien avec une part de marché mondiale de 12 %. La compagnie aérienne a également maintenu une ponctualité de premier plan dans le secteur, avec un taux de ponctualité de 86 %, ce qui la place nettement parmi les cinq transporteurs les plus ponctuels au monde et lui a valu la distinction la plus convoitée dans le domaine de l’évaluation comparative des opérations aériennes mondiales, le Cirium Platinum Award pour l’Excellence Opérationnelle. M. Hamad Al-Khater, directeur général du groupe Qatar Airways, a déclaré : « Il est rare qu’un seul exercice financier exige d’une organisation qu’elle démontre à la fois le meilleur de ce dont elle est capable et la résilience dont elle peut faire preuve. L’exercice 2025/26 a répondu à ces deux exigences, et le groupe Qatar Airways s’est montré à la hauteur de chacune d’elles. Ces résultats témoignent de la solidité de ce groupe sur tous les plans qui comptent : un bilan solide, des opérations à la pointe du secteur, des partenariats solides et des collaborateurs qui ont su maintenir l...

Investing.com -- UBS has reinstated ASML as its top pick in the European semiconductor sector, raising its price target to €1,900 from €1,600 and lifting its 2027 and 2028 earnings estimates well above consensus. Shares in the world’s biggest chip equipment maker rose 3.5% in Amsterdam by 09:00 GMT. The stock has lagged peers meaningfully this year, rising around 40% year-to-date versus gains of 48% to 70% for rivals including AMAT, KLA, and LAM, and even further behind ASML’s own customers such as Micron and SK Hynix. Analysts at UBS see that underperformance as an opportunity, noting that ASML now trades at just a 6% premium to U.S. large-cap peers on a 12-month forward price-to-earnings basis, against a 10-year average premium of 84%. ASML has the “most attractive risk/reward in the sector,” analysts led by Francois-Xavier Bouvignies said in a note. The bank’s bullish case rests on three drivers. First, UBS pushes back against growing market fears that ASML could become a bottleneck constraining semiconductor supply. Analysts argue those concerns are overstated, estimating that ASML’s 2027 capacity can support more than 50% year-on-year growth in leading-edge wafer output, well ahead of projected demand growth of around 25-30%. “While productivity gains may modestly dilute litho intensity as other process steps (deposition, etch) struggle to keep pace, we do not expect ASML to act as a bottleneck in the next 12/18 months,” they wrote. Second, the team sees ASML’s heavy exposure to the memory market as a key underappreciated driver. The company is "the most memory-exposed semi-cap name," the analysts stressed, with roughly 30-35% of revenues tied to memory by 2026 compared to 25-30% for U.S. peers. That exposure has already translated into stronger growth — a 23% memory revenue compound annual growth rate between 2020 and 2025 versus around 6% for peers — and UBS expects it to continue as DRAM node shrinks drive increased lithography intensity through 2028. Finall...

Resona Asset Management Co. Ltd. reduced its stake in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 6.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 876,889 shares of the electric vehicle producer's stock after selling 56,666 shares during the period. Tesla accounts for about 1.9% of Resona Asset Management Co. Ltd.'s holdings, making the stock its 9th biggest position. Resona Asset Management Co. Ltd.'s holdings in Tesla were worth $395,952,000 as of its most recent filing with the Securities & Exchange Commission. Get Tesla alerts: Sign Up Several other hedge funds also recently added to or reduced their stakes in TSLA. Networth Advisors LLC purchased a new position in Tesla in the fourth quarter valued at approximately $26,000. Chapman Financial Group LLC acquired a new stake in shares of Tesla in the second quarter valued at approximately $26,000. Davidson Capital Management Inc. grew its position in shares of Tesla by 79.4% during the fourth quarter. Davidson Capital Management Inc. now owns 61 shares of the electric vehicle producer's stock worth $27,000 after acquiring an additional 27 shares during the last quarter. Prism Advisors Inc. purchased a new position in shares of Tesla during the fourth quarter worth approximately $30,000. Finally, Turning Point Benefit Group Inc. purchased a new position in shares of Tesla during the third quarter worth approximately $30,000. 66.20% of the stock is currently owned by hedge funds and other institutional investors. Insiders Place Their Bets In other Tesla news, Director Kathleen Wilson-Thompson sold 26,409 shares of the firm's stock in a transaction on Thursday, April 30th. The stock was sold at an average price of $378.11, for a total value of $9,985,506.99. Following the completion of the sale, the director owned 48,399 shares of the company's stock, valued at approximately $18,300,145.89. This trade represents a 35.30% decrease in the...