格隆汇5月20日｜5月19日上午，国家发展改革委党组成员、国家数据局局长刘烈宏主持召开数据领域民营企业座谈会，与奥凯信息、职教桥、致景科技、数说故事、腾云天下、睿帆科技、趣链科技、每日互动、无问芯穹、携程等10家民营企业代表深入交流。他表示，对大家提出的意见建议，国家数据局将认真研究吸收，进一步发挥统筹协调和政策牵引作用，重点做好如下四个方面工作。一是培育壮大创新型数据企业，支持民营企业提升核心技术、产品服务和场景落地能力。二是统筹好发展和安全，依靠技术创新、基础设施建设和制度机制完善，筑牢安全屏障、打通流通堵点。三是深化公共数据和企业数据资源开发利用，支持民营企业参与公共数据产品化、服务化开发，更好释放数据价值。四是强化融资支持、政策协同和标准参与，持续深化政企沟通，支持民营企业参与政策制定、标准研制和试点试验，营造良好发展环境。

What's going on with Taiwan Semiconductor stock Wednesday? MSN

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Cisco Systems (NasdaqGS:CSCO) has joined Automation Anywhere, NVIDIA, Okta, and OpenAI to launch EnterpriseClaw, a coordinated AI agent platform for secure enterprise workflows. The company is also helping lead a new industry alliance focused on open standards for expanded beam optical connectivity in AI data center infrastructure. These developments highlight Cisco's push into AI powered enterprise platforms and its role in setting technical standards for AI related networking. Cisco Systems enters these announcements with its stock at $115.38 and recent returns that many investors will likely notice, including 16.2% over the past week and 51.7% year to date. Over longer horizons, the stock shows 86.1% over 1 year, 156.3% over 3 years, and 149.7% over 5 years. That backdrop provides additional context on how the market has been responding to Cisco's expanding role in AI centric infrastructure and software. For investors watching NasdaqGS:CSCO, EnterpriseClaw and the optical connectivity alliance indicate Cisco is seeking to play a more central role in how large companies run and connect AI workloads. Key questions now include how these efforts translate into adoption, how they influence Cisco's position in data center networking, and how competitors respond to shared standards for AI connectivity. Stay updated on the most important news stories for Cisco Systems by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Cisco Systems. NasdaqGS:CSCO Earnings & Revenue Growth as at May 2026 We've flagged 0 risks for Cisco Systems. See which could impact your investment. The EnterpriseClaw collaboration and Cisco’s role in the expanded beam optical connectivity alliance both point toward a tighter link between its AI security software and its core networking hardware. Enterpri...

格隆汇5月20日｜美国国务院：国务卿鲁比奥向古巴人民传递了相关信息。

ZIM Integrated Shipping Services (ZIM) came out with a quarterly loss of $0.50 per share versus the Zacks Consensus Estimate of a loss of $0.18. This compares to earnings of $14.19 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -177.78%. A quarter ago, it was expected that this container shipping company would post earnings of $2.26 per share when it actually produced earnings of $3.44, delivering a surprise of 52.21%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. ZIM , which belongs to the Zacks Transportation - Shipping industry, posted revenues of $1.37 billion for the quarter ended March 2023, missing the Zacks Consensus Estimate by 11.91%. This compares to year-ago revenues of $3.72 billion. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. ZIM shares have added about 1.9% since the beginning of the year versus the S&P 500's gain of 9.2%. What's Next for ZIM? While ZIM has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahe...

Meta Axes 8,000 Workers As Zuckerberg Admits AI Is Watching, Replacing Labor Welcome to another day of corporate America hemorrhaging engineers and other white-collar workers with insurmountable student debt as AI adoption accelerates. This era will likely be remembered in history as the great "white-collar purge," and the response will be continued hatred of data centers. We've been covering for weeks that today is D-Day for Meta Platforms employees , who have finally learned their employment fate at the company that owns Facebook and Instagram. Bloomberg reports that the new round of layoffs affects roughly 8,000 roles globally, with engineering and product teams expected to be at the center of the cuts as CEO Mark Zuckerberg reduces labor in favor of GPUs. This latest round of cuts is expected to hit Meta's engineering and product teams in particular, and additional layoffs could come later in the year, said people familiar with the company's plans, who asked not to be named as the information is not public. -BBG The layoffs follow Meta's reassignment of about 7,000 employees into newly created AI-focused teams on Monday. The X account, Official Layoff , posted leaked audio of an all-hands emergency at Meta earlier this week, in which Zuck told employees their devices are being tracked to train AI models. In other words, those workers are training chatbots to eventually render them obsolete. Official Layoff added more color about Monday's meeting: LEAKED AUDIO FROM META ALL-HANDS AHEAD OF LAYOFFS TOMORROW Mark Zuckerberg, in his own words, told Meta employees their devices are being tracked to train AI models. His reasoning? Meta employees are smarter than the contract workers the rest of the industry uses for data labeling. So instead of hiring outside help, Meta is turning its own workforce into training data. "The average intelligence of the people who are at this company is significantly higher than the average set of people that you can get to do tasks if yo...

Key Points The Defiance AI & Power Infrastructure ETF is sitting at the epicenter of some critical AI bottlenecks. It is gaining fans as about two-thirds of its assets under management flowed into the ETF this year. 10 stocks we like better than Tidal Trust II - Defiance Ai & Power Infrastructure ETF › These days, it sure feels as though the word "bottleneck" is joined at the hip with the artificial intelligence (AI) investment thesis. Indeed, AI adopters and enablers face a variety of logjams that threaten their ambitions. Data centers, hardware, and power infrastructure rank high on the list of AI constraints, and an array of AI stocks offers investors avenues to capitalize on various AI hurdles. However, not all investors want to engage in stock-picking, and spreading cash across a slew of bets isn't capital-efficient for some market participants. 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 » Select exchange-traded funds (ETFs) solve that problem. Enter: the Defiance AI & Power Infrastructure ETF (NASDAQ: AIPO). Let's learn more about it. As its name implies, this fund is at the right place at the right time. That's reflected by the fact that this ETF is just 10 months old and already has just over $665 million in assets under management (AUM). Nearly two-thirds of that AUM tally arrived in the fund this year, confirming investors want in on the AI bottleneck story. AIPO lives up to its billing Simply because "AI" is attached to an ETF's name doesn't guarantee the fund is adequately levered to the theme. Fortunately, that's not a concern with the Defiance, as it delivers on its promise to address AI and power infrastructure. The ETF offers a decent level of AI purity, allocating about 20% of its portfolio to semiconductor stocks and data infrastructure names, with Broadcom and Nvidia ranking ...

这份财报为全球奢侈品市场复苏注入了信心。 尽管奢侈品行业尚未全面回暖，但头部品牌已经重回增长。 当地时间5月19日，香奈儿发布截至2025年12月31日的财年数据，全年营收达193亿美元，较2024年增长2%，营业利润为47.12亿美元，同比增长5%。 2025年，香奈儿三大核心业务全面飘红。时尚板块在新任创意总监马修·布拉齐（Matthieu Blazy）的掌舵下开始复苏，10月发布的2026春夏系列首秀受到好评。香水和美容板块受益于新推出的Chance Eau Splendide香水，全年新开超25家香水美容精品店；腕表与高级珠宝板块，则依托Coco Crush系列热销及J12新款腕表上市，在美国市场的强劲带动下实现增长。 时尚行业全面紧缩，但香奈儿在过去一年共投入23.95亿美元支持运营。 香奈儿全球首席财务官菲利普·布隆迪奥（Philippe Blondiaux）提到，继2024年创纪录的地产投资后，2025年品牌资本支出仍维持高位，包括在法国新建香水生产工厂、在伦敦打造全球新总部、投入超7亿美元收购长期合作的供应商。全年新开精品店超40家，覆盖日本、中国等成熟市场以及中东、墨西哥等新兴市场。 分区域看，美洲正成为香奈儿的增长引擎，2025年营收40.33亿美元，同比增长7.2%。欧洲市场营收60.54亿美元，同比增长2.5%；亚太市场营收91.82亿美元，同比微降0.8%。 财报显示，香奈儿的现金流达到26.46亿美元，同比增长44%，财务状况稳健。相比过去几年被诟病频繁涨价，今年3月品牌对整体产品线仅上调2%~3%。 9月25日至11月15日，香奈儿高级手工坊中心le19M将登陆上海浦东美术馆，举行限时文化项目La Galerie du 19M Shanghai。le19M集合了香奈儿自1985年以来收购的11家高级手工坊，此次上海大展的亮点之一是纪念传奇刺绣工坊Lesage的百年回顾展。

格隆汇5月20日｜英特尔(INTC.US)盘前涨超5%。

"They deserve to have confidence in the Metropolitan Police investigation - and be assured that any past failings by the force will be thoroughly investigated. The APPG would never threaten the integrity of the police investigation - but we want to talk to the Met and the IOPC about how they earn the trust of survivors."

BEIJING, CHINA - MAY 15: U.S. President Donald Trump speaks with Chinese President Xi Jinping while leaving after a visit to Zhongnanhai Garden on May 15, 2026 in Beijing, China. Evan Vucci | Getty Images The meetings between Chinese President Xi Jinping and his U.S. and Russian counterparts came just days apart, but the style and substance of the encounters stood in stark contrast. Xi's meeting with President Donald Trump was replete with pomp and pageantry, reflecting Beijing eagerness to project China's power, strength and history during the White House leader's state visit. but the Chinese premier's meeting with his Russian counterpart and "friend" Vladimir Putin has been a much more relaxed affair, with the two leaders reaffirming already close strategic and geopolitical ties. One major notable difference between the two encounters, however, was Taiwan, which was a cornerstone of one meeting and completely absent from the other. The contested status of the island — which China claims as its own — was a central and awkward issue in Xi's meeting with Trump, but the thorny matter was glossed over in talks with Putin. "Xi does not want to have the Taiwan issue, and China's claims that Taiwan is rightfully its territory, to be conflated with Russia's irredentism and claims, and war, on Ukrainian territory," Max Hess, founder of political risk consultancy Enmetena Advisory, told CNBC Wednesday. "That would make China seem far more belligerent," Hess said, adding that while "China has recognized Ukraine and its borders many times in the past, it has never recognized Taiwan's independence." Trump Taiwan flashpoint During Trump's visit to China last week, Taiwan was seen as the defining issue in talks. Xi said that any mishandling of the Taiwan "question," which he described as "the most important issue in China-U.S. relations," would put the two superpowers' relationship in " great jeopardy ." He went further, warning Trump that U.S. interference in Taiwan could be a f...

This article first appeared on GuruFocus. Citi lifted its price target on Micron Technology (NASDAQ:MU) to $840 from $425 and kept a Buy rating, saying the memory chip maker may benefit from firmer DRAM pricing. The firm said Micron could be entering a broader memory upcycle, with DRAM average selling prices likely to keep rising and high-bandwidth memory, or HBM, pricing expected to increase next year. Citi also said its estimates now assume DRAM prices will keep climbing into 2026, while NAND prices could stay elevated as supply stays tight. Citi said producers including SK hynix and Samsung Electronics are managing constrained HBM capacity, while Micron competes with both in the segment. The analysts said the economics of HBM versus commodity DRAM are still keeping makers disciplined on new investment. The note added that more wafer capacity may be needed to satisfy 2027 AI demand. It also said Cisco has cut DRAM content in more than 20 programs, including wireless products, after recent price gains, underscoring Micron's leverage to pricing in the near term further.

Citi lifted its price target on Micron Technology MU to $840 from $425 and kept a Buy rating, saying the memory chip maker may benefit from firmer DRAM pricing. The firm said Micron could be entering a broader memory upcycle, with DRAM average selling prices likely to keep rising and high-bandwidth memory, or HBM, pricing expected to increase next year. Citi also said its estimates now assume DRAM prices will keep climbing into 2026, while NAND prices could stay elevated as supply stays tight. Citi said producers including SK hynix and Samsung Electronics are managing constrained HBM capacity, while Micron competes with both in the segment. The analysts said the economics of HBM versus commodity DRAM are still keeping makers disciplined on new investment. The note added that more wafer capacity may be needed to satisfy 2027 AI demand. It also said Cisco has cut DRAM content in more than 20 programs, including wireless products, after recent price gains, underscoring Micron's leverage to pricing in the near term further.

格隆汇5月20日｜波罗的海干散货指数下跌1.6%，至3005点。

The United States is expanding semiconductor manufacturing in Arizona to reduce a dangerous dependence on Taiwan. Taiwan Semiconductor Manufacturing Company (TSMC) executives recently announced the start of construction on an advanced chip packaging plant in Arizona, set to open by 2029. The move comes after January’s US-Taiwan trade and investment agreement, which followed the White House’s Section 232 tariff pressure and created incentives for Taiwanese semiconductor producers to expand US capacity instead. Under the deal, Taiwanese semiconductor and technology enterprises committed at least $250 billion in new direct investment in the United States, while Taiwan also pledged at least $250 billion in credit guarantees to support further expansion. For many like TSMC, much of that is going towards states like Arizona, which is quickly becoming America’s chip hub. In fact, TSMC’s chip fabrication plant, Fab 21, in Arizona, is already producing Nvidia’s advanced Blackwell chip architecture, and TSMC is expected to expand its stateside operations to around 11 facilities. In total, this will bring TSMC’s US investment goal to at least $165 billion in Arizona alone, notably adding at least three fabs, two critical advanced packaging facilities, and a Research & Development center. This current and future buildout brings advanced chip manufacturing (smaller than seven nanometers [nm]) to sizable US production. Fab 21 is already working on five nm and four nm production, with smaller and more efficient chip generations being built through the end of the decade. Policy Incentives Are Driving a Semiconductor Manufacturing Boom In total, the Semiconductor Industry Association (SIA) estimates that semiconductor firms have announced more than $640 billion in investments since 2020. Some even project that total US chip investments will surpass China, South Korea, and Taiwan starting in 2027. Notably, this industrial buildout is driven by both the policy “stick” of Section 232 a...

格隆汇5月20日｜印尼自由港首席执行官：预计2027年铜阴极产量约为12亿磅，黄金产量为100万盎司。2026年阴极铜产量预计为8亿磅，黄金产量预计为70万盎司。由于矿石含水量高，格拉斯伯格矿区的选矿流程比预期更长。

今年前4个月全国税收收入同比增长3.9% “真金白银”的全国财政数据折射中国经济总体平稳。 5月20日，财政部披露今年前4个月财政收支情况。1—4月，全国一般公共预算收入83404亿元，同比增长3.5%。其中，全国税收收入68097亿元，同比增长3.9%。 税收被称为经济“晴雨表”。今年前4个月全国税收增速呈现恢复性增长：今年前两个月全国税收收入增速为0.1%，3月份这一增速提高至9.1%，4月份这一增速仍维持8.2%的高位。这也使得今年前4个月全国税收收入增速（3.9%）明显高于去年同期（-2.1%）和去年全年水平（0.8%），折射了今年以来中国经济总体稳定增长。 受地缘政治冲突影响，全球能源市场高位波动，近期国家统计局披露的4月份主要经济指标中，部分指标增速有所回落。由于财政收入入库时间差等因素，4月份财政收入更多地是反映3月份经济活动。 今年以来税收收入呈现恢复性增长，跟多重因素有关。 首先，受国际输入性因素影响国内石油相关行业价格上涨等影响，国家统计局数据显示，4月全国工业生产者出厂价格（PPI）同比上涨2.8%，涨幅较上月扩大2.3个百分点。1—4月份PPI同比上涨0.2%，该指数累计涨幅2023年以来首次转正。而财政收入增速是按照现价计算的，今年以来价格上涨直接带动相关税收增长。 比如，财政部数据显示，今年前4个月中国第一大税种国内增值税为27806亿元，同比增长5.9%，这一增幅连续3个月提高，主要受工业服务业持续增长、工业生产者出厂价格逐月回暖等因素带动。 其次，今年以来资本市场成交活跃也带动相关税收增长。 比如，财政部数据显示，今年前4个月，证券交易印花税935亿元，同比增长74.8%。另外，前4个月第四大税种个人所得税6031亿元，同比增长12.2%。个税保持较快增长与股息红利、财产转让所得相关个税收入保持较快增长有关。 另外，前4个月中国货物贸易进出口保持较快增长，也带动进口货物增值税、消费税保持两位数增长。今年对新能源汽车恢复征收车辆购置税后，也带动了车购税收入保持两位数增长。而近期企业利润较快增长，也带动第二大税种企业所得税收入降幅快速缩窄。而企业合规纳税意识不断增强，税务部门强化征管，也是带动税收增长的一个因素。 不过受楼市低迷影响，房地产相关税收收入表现依然低迷，拖累税收增长。 比如，根据财政部数据，今年前4个月，土地增值税收入同比下降...

在北京，國台辦批評民進黨的賴清德，鼓吹兩岸「互不隸屬」言論，是煽動兩岸對立對抗。 中美元首上周會晤時，國家主席習近平表明，台灣問題是中美關係中最重要的問題，處理不好，兩國就會碰撞甚至衝突，要求美國慎之又慎處理台灣問題，美國總統特朗普之後明確表示，不希望台灣「獨立」。 在北京，國台辦回應指，維護台海和平穩定，是中美雙方最大公約數。 國台辦發言人朱鳳蓮稱：「美方了解中方的立場，重視中方的關切，同國際社會一樣，不認同也不接受台灣走向『獨立』。」 在台灣，民進黨賴清德發表就職兩周年講話，再次宣稱兩岸互不隸屬，並渲染「大陸軍事威脅」，國台辦回應，指其講話是升高兩岸對立對抗。 朱鳳蓮指出：「不管賴清德說甚麼、做甚麼，都掩蓋不了其冥頑不化的『台獨』本質，賴清德所謂談話，充斥謊言與欺騙，敵意與對抗、偏執與狂妄，無視國際社會反對『台獨』的立場，掩耳盜鈴、虛張聲勢，妄圖蒙蔽台灣民眾、欺騙國際輿論，充分暴露其色厲內荏、狡詐卑劣的本質。」 國台辦又批評賴清德無底線賣台，罔顧島內民生福祉，大搞「綠色恐怖」，遭到彈劾是島內民意體現。

At $221.51, NVDA is sitting right on the 0.382 Fibonacci support level at $221.45 as it consolidates within a steeply rising channel with RSI slipping to 48 to 56 and diverging higher. A big earnings surprise is not really in play as NVDA earnings beat is fully priced in here. What NVDA investors want to see tonight in terms of stock-moving news is what? Nvidia (NASDAQ: NVDA ) is set to release its fiscal Q1 2027 financial results after the market closes today (May 20), with the entire artificial intelligence (AI) infrastructure trade on display under a market cap exceeding $2.5 trillion. Wall Street expects the company to hit $78 billion in revenue, $65 billion-plus in Data Center revenue, and non-GAAP gross margins above 74%. Bank of America's $320 price target is premised on Nvidia delivering what the bull case scenario would look like given tonight's report. #1: The management team could report that Nvidia Blackwell is ramping even faster than expected. Management previously has stated that the company is seeing strong pre-orders for Blackwell at major AI customers including Microsoft, Meta, Google, Amazon, Oracle, as well as at a number of sovereign AI projects around the world. Wall Street has already priced in a strong Blackwell ramp. What would cause NVDA stock to spike even higher is a signal that Nvidia Blackwell is actually constrained by customer demand for it as opposed to supply-side constraints; this can happen if there is commentary that Blackwell is actually virtually sold-out into 2027. Any type of production yields or timing issues, even in the most minor ways, would be Nvidia's biggest downside catalyst for NVDA stock tonight. #2: A new second-quarter and/or full-year revenue and earnings forecast would be required to make NVDA stock move 10% to 15% higher after earnings. One quarter of earnings is not a surprise at this point. It's when NVDA stock moves higher after earnings results that NVDA beats and raises guidance, specifically, when NVDA Q2...

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法国国防企业泰雷兹与 谷歌 云于周三宣布达成合作，将在德国推出全新欧洲云服务，该服务在运营与法律层面均独立于谷歌体系。 欧盟一直大力推动发展本土技术方案，力求降低对海外服务商的依赖，尤其是在被美国大型企业主导的云计算领域。 泰雷兹将在德国成立全新本土机构，人员配置与日常管理均全权交由德国本土团队负责。 此次推出的云服务，可满足德国公共部门机构对于数字主权及各类监管合规的相关要求。 专属云基础设施将由泰雷兹全资持有并全权管控。 该云服务目前已开启内测试用，预计2026年底正式全面上线。 新合资企业名称将于未来数月正式公布。 其技术架构与运营模式，将与泰雷兹旗下法国本土云服务S3NS保持一致。 责任编辑：江学思

India’s largest agricultural exchange has introduced its first weather derivatives, allowing investors to hedge against monsoon-related risks. The futures contracts, which will start trading from June 1, will be anchored to rainfall levels measured at two weather stations run by the India Meteorological Department in Mumbai, The National Commodity & Derivatives Exchange Ltd. said on Tuesday. “India has lived with monsoon uncertainty for centuries,” NCDEX Managing Director and Chief Executive Officer Arun Raste said at the launch in Mumbai. The new product, called RAINMUMBAI, “provides every stakeholder with a regulated, scientific tool to manage this uncertainty.” The product comes at a time of heightened weather risk for India, with the IMD forecasting a weaker than normal monsoon, and expecting the onset of the ocean warming pattern El Niño to suppress the rains. Traders are watching for impacts on the country’s largely rainfed farms, which employ about 45% of the workforce and account for 15% of the GDP. Read More: El Niño Threatens Indian Monsoon, Raising Crop Output Risks NCDEX’s contracts will pay out based on how far actual rainfall deviates from the 30-year average of 2,206 millimeters. A buyer hedging against a weak monsoon would profit if rainfall falls short, while a seller profits if it doesn’t. Unlike most existing weather insurance frameworks, a claimant will not need proof of loss to trigger the settlement. The offering is underpinned by an earlier decision by the market regulator Securities and Exchange Board of India that notified weather as a tradeable good, ending years of regulatory stasis. Whether such a product will become mainstream remains to be seen, NCDEX’s Executive Vice President Arun Yadav said, adding that the exchange has already engaged with several participants.

4连板达实智能发布股票交易异常波动公告，公司股票5月15日、18日、19日、20日连续四个交易日出现两次异常波动，涨幅明显高于同行业平均水平。经核查，公司近期生产经营情况正常，内外部经营环境未发生且未预计将要发生重大变化。目前市场热议的AIoT、液冷、智能机器人等概念中，公司与之相关的营业收入占公司2025年度的营收比例低，且2025年AIoT平台及AI应用签约金额为7847.14万元，尚不足以对公司2026年度收入和利润造成重大影响。此外，公司不涉及液冷及机器人相关元器件的生产、制造等。敬请广大投资者理性判断、谨慎投资，注意投资风险。