永泰运公告，持股5%以上股东王巧玲计划在本公告披露之日起15个交易日后的3个月内，通过集中竞价或大宗交易方式减持不超过297.93万股，占剔除公司回购专用证券账户股份后总股本比例3.00%。其目前持有公司600万股，占公司总股本5.78%，占剔除公司回购专用证券账户股份后总股本6.04%。减持期限为2026年6月12日至2026年9月11日，价格按市场价格及交易方式确定。

格隆汇5月20日｜阿布扎比国家石油公司首席执行官：霍尔木兹海峡的关闭是有史以来最严重的供应中断。

格隆汇5月20日｜亚马逊创始人贝索斯：目前美国低薪人群的税负过重。讨论我们是否希望拥有更具进步性的税制是“完全合理的政策辩论”。对富人的妖魔化是一种“转移视线”的行为。别假装对富人征收更高的税就能解决问题。

2026年，AI催生的热风吹到了光通信赛道。 第一季度，海内外的“沾光”企业更是用财报印证了这一点。 先看国内，中际旭创，一季度营收194.96亿元，同比增长192%，净利润57.35亿元，同比增长262%，单季度的利润就达到了2025年全年的53%。 新易盛一季度营收83.38亿元，同比增长106%，净利润27.80亿元，同比增长77%，800G光模块的市占率达到25%-30%；源杰科技一季度营收也同比增长了321%，净利润同比暴涨1153%。 再看海外，Lumentum2026财年三季度营收8.08亿美元，同比增长90%，光元器件业务营收同比增长77%，订单已经排到了2028年；同时，英伟达已与Coherent、Lumentum签署各20亿美元的光互联协议。 据悉，英伟达两个月内在光连接领域的承诺投资已超70亿美元，并投资推动“百年光纤巨头康宁”在美国本土将光连接制造产能提升10倍、光纤产量扩大50%以上。 随着铜缆时代的落幕，光连接的市场注定进一步扩大。高盛预测光互联可寻址市场将从当前的约150亿美元扩张至2027-2028年的约1540亿美元，增幅近10倍。 飞速增长的市场中，有些企业乘风而起，也有一些企业望洋兴叹。 “光”那么热，为何还有企业掉队？ AI时代，尽管光通信赛道看上前景一片大好，但“冰火两重天”在这一市场上演得格外生动。无论是最上游的光纤企业，还是中游的光模块，两大备受关注的细分领域里，头部企业与中小企业的差距都在越拉越大。 先看光纤端，这一赛道由于站在供应端，一度被誉为整个光通信行业迈入风口的“直接”受益者。2026年第一季度，“央视财报”报道，G.657.A2光纤价格从去年每芯公里32元暴涨至240元，涨幅高达650%。 这让无数光纤企业吃到巨大红利。 海外康宁、住友电工、藤仓的财报数据都可圈可点，其中，住友电工2026财年第一季度净利润同比增长90%。 国内的长飞光纤、中天科技、亨通光电也集体爆发。其中，长飞光纤2026年一季度同比增长27.70%，归母净利润4.95亿元，同比增长226.40%；亨通光电一季度营收177.91亿元，同比增长34.09%，归母净利润11.05亿元，同比增长98.53%。 然而，有人吃肉就有人“掉队”。比如曾经的“光纤五大厂”之一富通集团，2023 年亏 42.67 亿，2024 年亏 61.95 亿。202...

Lemon_tm Jefferies boosted its rating on C.H. Robinson Worldwide ( CHRW ) after visiting management at its headquarters. After six months of share price underperformance, analyst Stephanie Moore and her team see a compelling entry point. Moore said the firm has increased conviction on the stock on its view that a technology and productivity transformation is still in early innings. Moore also pointed to a post-Montgomery regulatory environment that structurally favors scaled brokers and a balance sheet that positions CHRW as a natural consolidator. "With the stock now trading at a relative discount to some best-in-class peers, investors are being offered exposure to a business that has structurally re-rated its cost structure, carries a clean path to significant earnings power expansion at cycle inflection, and now benefits from a regulatory catalyst that reinforces its competitive moat. We see risk/reward as skewed meaningfully to the upside," highlighted Moore. Jefferies assigned a price target of $195 to C.H. Robinson Worldwide ( CHRW ), representing 18% upside potential. Shares of CHRW were up 2.2% in premarket trading. More on C.H. Robinson Worldwide C.H. Robinson Worldwide, Inc. (CHRW) Q1 2026 Earnings Call Transcript C.H. Robinson Worldwide, Inc. 2026 Q1 - Results - Earnings Call Presentation C.H. Robinson: Transportation Brokering Is Too Expensive SCOTUS decision unlikely to stall C.H. Robinson's financial future—Citi Research SCOTUS decision leaves trucking brokers exposed to accident lawsuits; shippers see higher rates

长鑫、长存的市场份额增长，几乎可以说是近年全球存储格局中最受瞩目的变化。 海外存储企业市值5月创下新高，将资本市场对存储的关注度拔到历史高位。先是韩股三星电子市值突破万亿美元，成为达成这一里程碑的第二家亚洲公司，SK海力士市值也一度突破9000亿美元。 国内存储原厂近日向IPO迈进一步，再次引发资本市场高度关注。长鑫科技5月17日更新招股书后，长存集团5月19日开启IPO辅导，并将于5月27日上会，从而引发关于中国版SK海力士、三星电子登陆二级市场、成为存储“双星”的想象。 分析这两家存储原厂的业务特点和发展历程，它们的成长既是地方产业发展的故事，也是国内厂商在前沿半导体领域进行技术和产能追赶的故事。 安徽发展战略研究会副会长林斐对第一财经记者表示，合肥、武汉能够跑出国产存储“双龙头”的根本原因是两地既有较强科创基础和科研转化能力，又有长期产业投入能力。两地充当产业长期合伙人，抢占未来产业制高点，重塑城市发展能级。 存储原厂叙事带到A股 长鑫科技和长存集团，一家站在DRAM（动态随机存取存储器）领域，一家站在NAND闪存领域。这两个领域生产了目前全世界绝大多数存储产品。 投资者此前已经看到不少AI带动海外存储大厂业绩增长的故事。随着招股书数据更新，长鑫科技将存储晶圆厂业绩增长的叙事带到了国内。 长鑫科技原本预计2026年或2027年公司实现盈利，但去年提前实现了年度扭亏为盈。今年第一季度，该公司更是录得营收增长7倍至508亿元、归母净利润247.62亿元。 虽然跟季度营收动辄数千亿元的海外大厂还不在一个级别，但长鑫科技营收和盈利规模已然不少。晶圆制造领域，国内最大的两家晶圆代工厂中芯国际、华虹公司今年第一季度营收共200多亿元，不到长鑫科技营收的一半。 这两家公司的市场份额增长，几乎可以说是近年全球存储格局中最受瞩目的变化。 据市场研究机构Counterpoint今年3月发布的数据，去年第四季度，三星、SK海力士在NAND闪存市场中共占近一半份额，长江存储市占率也从去年第一季度的8%一路上扬，第四季度达到11%，成为一匹黑马。研究机构Omdia数据则显示，按DRAM销售额计算，长鑫科技全球市占率从去年第二季度的3.97%提升至第四季度的7.67%。 两家国内厂商已被认为能影响供应格局。招商证券研报预测，2026年长鑫科技三厂产能全部达标，产能规模有望继续提升。有消息...

Perion Network (PERI) came out with quarterly earnings of $0.11 per share, beating the Zacks Consensus Estimate of $0.06 per share. This compares to earnings of $0.11 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +83.33%. A quarter ago, it was expected that this digital media company would post earnings of $0.49 per share when it actually produced earnings of $0.49, delivering no surprise. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Perion Network, which belongs to the Zacks Internet - Content industry, posted revenues of $90.37 million for the quarter ended March 2026, missing the Zacks Consensus Estimate by 4.3%. This compares to year-ago revenues of $89.34 million. The company has topped consensus revenue estimates three 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. Perion Network shares have added about 11.4% since the beginning of the year versus the S&P 500's gain of 7.4%. What's Next for Perion Network? While Perion Network has outperformed 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 revi...

da-kuk/E+ via Getty Images U.S. equities are partying at all-time highs, but BTC can't break out of the $80,000 range, sitting 35-40% below last October's peak. This week: $635 million pulled from spot ETFs in a single day, $500 million in longs liquidated at the 200-day MA, and a new Fed Chair whose first move remains unknown. Yet beneath the surface, JPMorgan quietly tripled its Bitcoin ETF position, and perpetual shorts have hit record levels. Will Bitcoin stay stuck? U.S. Equities Rally to ATH. Why Hasn't Bitcoin Followed? U.S. equities are deep into a risk-on rally. The S&P 500 and Nasdaq continue to print record highs, with the Dow reclaiming the 50,000 level. AI momentum, strong corporate earnings, and optimism around U.S.-China cooperation following the Beijing summit are fueling aggressive equity inflows. Yet, Bitcoin ( BTC-USD ) remains range-bound near $80,000, roughly 35-40% below its October 2025 all-time high above $126,000. Source: @TheBTCTherapist The disconnect has become one of the most discussed questions among investors this week. Two factors explain the divergence: 1 - Bitcoin may have already priced in its risk cycle ahead of equities. As a 24/7 globally traded asset, Bitcoin reprices geopolitical shocks, liquidity shifts, and weekend headlines in real time, while equities wait for the next session open. When BTC hit $126,000 last October, leverage and greed were at extremes, followed by mass liquidations. That was crypto's version of peak risk appetite. U.S. equities, driven by AI trades and the China thaw, appear to be entering a similar euphoric phase now. Bitcoin is not lagging; it may have front-run this cycle. 2 - The real constraint is liquidity. Bitcoin is highly sensitive to global liquidity conditions. Rate cuts, QE expectations, and loose financial conditions drive crypto inflows. The current macro environment offers none of that. April CPI came in at 3.8% YoY, the highest since May 2023. The PPI print was even more striking: 1.4% Mo...

The space sector has been one of the most exciting areas of the market in 2026, and the excitement is only building. Reports that SpaceX could file its prospectus as soon as this week, ahead of a potential June IPO, have injected fresh momentum into a sector already generating compelling stories of its own. A potential SpaceX listing at a rumored valuation of $1.75 trillion would be one of the largest IPOs in history. And in the lead-up to that moment, capital is flowing into space infrastructure names that stand to benefit most from the sector's continued expansion. Three names in particular are worth paying close attention to right now. Get Intuitive Machines alerts: Sign Up Intuitive Machines: The Lunar Infrastructure Play Intuitive Machines NASDAQ: LUNR is one of the most established names in commercial lunar services. The company provides end-to-end lunar mission capabilities through NASA's Commercial Lunar Payload Services program. Intuitive Machines Today LUNR Intuitive Machines $33.11 +0.65 (+2.01%) 52-Week Range $7.78 ▼ $38.55 Price Target $29.65 Add to Watchlist It is building what could become critical cislunar infrastructure through its $4.82 billion Near Space Network Services contract. That contract alone, first announced near the end of 2024, represents multi-year recurring revenue visibility at a scale few space companies can match. More recently, on May 18, the company announced that it had won a $20 million NASA contract for the Lunar Reconnaissance Orbiter Camera and ShadowCam. The stock is up 100% year to date, driven by both sector excitement and genuine fundamental progress. Q1 2026 revenue came in at $186.73 million, with a record backlog of $1.1 billion. Management has guided 2026 revenue of up to $1 billion. Investors should be clear-eyed about the setup, however. Q1 results missed both revenue and earnings per share (EPS) estimates, and the stock’s consensus rating is Hold across 13 analysts, with a price target of $28.45, implying downside...

格隆汇5月20日｜日本政府观光局20日公布数据显示，4月中国内地访日游客数量同比下降56.8%，连续第五个月同比下降。今年头四个月，中国内地访日游客数量同比下降55.1%。自日本首相高市早苗发表涉台错误言论以来，中国内地赴日游客数量持续走低，日本零售、住宿、餐饮等多个行业承压。 除中国内地外，欧洲和中东地区的访日游客也明显减少。受中东局势延宕影响，多条航线航班缩减、机票涨价，来自中东的游客同比下降21.4%。欧洲主要国家中，意大利、西班牙、德国的访日游客分别同比下降34.2%、21.6%和15.2%。

*Other Operating Data Consensus Source: Bloomberg More on TJX The TJX Companies Q1 Preview: Expecting Slower Growth, Shares Fairly Valued The TJX Companies: Too High Price For An Off-Price Retailer TJX Companies: Premium Will Fade As Retailers Compete More On Price TJX beats top-line and bottom-line estimates; gives Q2 and raises FY26 outlook TJX Q1 2027 Earnings Preview

有9只ST股在5月内跌停次数达到10次及以上。 5月以来，A股市场呈现冰火两重天格局。一边是半导体龙头迭创新高，另一边则是绩差股、问题股集体崩盘。ST板块成为重灾区，*ST闻泰（600745.SH）连续11个跌停，巨力索具（002342.SZ）本周跌近27%，ST洲际（600759.SH）更是在12个一字跌停后上演“地天板”。 第一财经记者统计显示，5月以来超过126只ST股集体下挫，其中逾30只个股跌幅超过20%，*ST益通（300430.SZ）、ST信源（300352.SZ）、*ST清越（688496.SH）等10余只个股跌幅更是超过50%。 记者注意到，5月内跌停天数超过10个交易日的ST股，涉及的股东户数累计超过110万户，这些投资者在流动性枯竭中难以脱身。市场用脚投票的背后，是2024年退市新规的严格执行，会计师事务所审计尺度趋严，导致一批长期存在经营能力孱弱、财务造假、内控失效问题的公司集中暴露风险。 超110万股东5月被埋10个以上跌停 5月的A股市场，ST板块成为投资者避之不及的"雷区"。从数据来看，*ST元道（301139.SZ）以67.83%的跌幅位居榜首，*ST益通、*ST清越紧随其后，跌幅分别达到65.73%和64.13%。 连续跌停成为部分个股的常态，共计9只股5月跌停次数达到10次及以上。其中，*ST闻泰、*ST瑞茂（600180.SH）的表现尤为惨烈，两只股已分别连续跌停11日、12日。*ST威领（002667.SZ）、ST万邦（002082.SZ）、ST海龙（000677.SZ）等7只个股连续跌停后，5月内跌幅均超过35%。 据记者梳理的股东数据显示，这9只ST股合计涉及股东114.08万户。其中，ST洲际股东户数最多，达36.83万户；*ST闻泰的股东户数为25.57万户；ST海王（000078.SZ）以18.51万户的股东数位列第三。若以个股股价表现来看，*ST闻泰从5月初的26.71元跌至16元，跌幅达43.1%。 值得一提的是，5月20日，ST洲际呈现出资金剧烈博弈的现象，在连续12个一字跌停后，该股早盘低开跌停，随后被巨量资金快速拉升，最终封死涨停，收盘报2.94元，上演“地天板”行情。但此前的连续跌停已让投资者损失惨重，ST洲际的股价从4月28日的5.18元跌至2.8元，跌幅达45.9%，市值蒸发近百亿元。值得注意的是，今...

格隆汇5月20日｜美国国务卿鲁比奥指责古巴领导层导致电力、食品和燃料短缺。

Is Palantir stock a buy? MSN

这项国标第一次回答了一个产业级问题，那就是AI 大模型从云端走向终端，究竟应该按照什么样的硬件能力、端云架构、场景效果和工程交付标准来执行。 它的落地也意味着，AI硬件不能再靠“接入一个大模型”“发布会演示几个功能”“堆几个算力参数”就蒙混过关。未来，一台设备能不能被称为AI终端，要看它在真实办公、学习、创作、交互、座舱、家庭等场景中，能否交付可验证、可持续、可规模化的智能能力。 过去两年，AI手机、AI PC、AI眼镜、AI音箱、AI电视、AI座舱密集登场，几乎所有消费电子新品，都试图给自己贴上AI标签。 但在这场热闹背后，一个更关键的问题开始浮出水面，那就是当AI大模型从云端走向物理世界，到底需要什么样的硬件来承载？ 一台设备，究竟是本地能跑模型才算AI终端，还是只要接入云端大模型也算？漂亮的算力参数，是否等于真实可用的智能体验？发布会上的精修demo，又能不能代表用户在办公、学习、创作、交互、座舱、家庭等场景中，每天都能稳定使用的能力？ 这些问题看似是在讨论产品定义，本质上却关系到AI能否真正从“模型能力”转化为“现实生产力”。因为云端模型再强，最终也必须进入手机、电脑、眼镜、汽车、电视、耳机这些具体硬件，才能真正进入用户的工作流和生活场景。AI要落地，终端硬件首先要成为合格的“物理容器”。 不过，对于这个问题， 行业在过去很长一段时间里，并没有一套统一的答案。 厂商各说各话，机构各定标准，消费者只能在厂商营销话术中自行判断。 直到最近，这一局面迎来了变化。 5月8日，工业和信息化部、商务部、市场监管总局等部门，联合启动实施了《人工智能终端智能化分级》(GB/Z 177—2026)系列国家标准（以下简称：国标）。 这项国标第一次回答了一个产业级问题， 那就是AI 大模型从云端走向终端，究竟应该按照什么样的硬件能力、端云架构、场景效果和工程交付标准来执行。 它的落地也意味着，AI硬件不能再靠“接入一个大模型”“发布会演示几个功能”“堆几个算力参数”就蒙混过关。未来，一台设备能不能被称为AI终端，要看它在真实办公、学习、创作、交互、座舱、家庭等场景中，能否交付可验证、可持续、可规模化的智能能力。 站在这个节点上，更多问题也需要被重新回答，比如国标究竟改写了哪些产业规则？为什么偏偏在此时落地？它将如何重塑AI终端产业链？当标准把门槛拉清楚之后，又会为AI技术真正落地...

+ ↺ − 16 px Intel, Micron, and Sandisk stocks extended their recovery on Wednesday, bouncing for a second consecutive day as semiconductor shares regained momentum ahead of Nvidia’s quarterly earnings report. Intel (INTC), Micron (MU), and Sandisk (SNDK) all advanced in trading, while AMD (AMD), Marvell (MRVL), and Arm Holdings (ARM) also posted gains in premarket activity, News.Az report, citing Yahoo Finance. The sector’s rebound comes as investors position themselves ahead of Nvidia’s (NVDA) earnings release later on Wednesday, with shares of the AI chip leader also rising by more than 1% after recent volatility. Semiconductor stocks had previously fallen amid a broader market sell-off driven by rising bond yields and renewed inflation concerns. Memory and storage-related firms such as Micron and Sandisk had also seen pullbacks following strong earlier gains. Despite recent volatility, the semiconductor sector has been one of the key drivers of the broader market rally to record highs. Investors are now focused on Nvidia’s results, which are widely seen as a key indicator for the artificial intelligence industry. Market participants will be watching for signs that major cloud computing companies continue to invest heavily in AI infrastructure, that Nvidia can meet sustained demand, and that its profit margins remain strong. News.Az

格隆汇5月20日｜印度央行：将通过长期美元兑印度卢比买入/卖出掉期拍卖注入流动性。

Micron Technology (MU) Gains Amid Samsung Labor Dispute GuruFocus

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日本政府观光局20日公布数据显示，4月中国内地访日游客数量同比下降56.8%，连续第五个月同比下降。今年头四个月，中国内地访日游客数量同比下降55.1%。自日本首相高市早苗发表涉台错误言论以来，中国内地赴日游客数量持续走低，日本零售、住宿、餐饮等多个行业承压。(新华社) 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

Althom Lowe’s ( LOW ) is trading defensively ahead of Wednesday’s open despite a top- and bottom-line beat for the first quarter, as lingering softness in the housing market led the company to maintain its full-year outlook, including profit guidance that was less than expectations. Additionally, operating income as a percentage of sales is expected to decline by ~120 basis points from FY25 to a range of 11.2% and 11.4% in FY26. The home improvement retailer continues to expect to earn an adjusted profit of $12.25 to $12.75 per share, with the $12.50 midpoint below the $12.59 per share consensus estimate. On an unadjusted basis, earnings are expected to be within a range of $11.75 to $12.25, less than the $12.44 estimate. For FY26, Lowe’s ( LOW ) sees comparable store sales for the year unchanged to up 2% compared to the prior year, while total sales are expected to increase by 7% to 9% to be within a range of $92B to $94B, straddling the consensus estimate of $93.07B. For the reported quarter, the home improvement retailer earned an adjusted profit of $3.03 per share, up 3.8% year-over-year and 6 cents better than expected. On an unadjusted basis, however, a $96M pre-tax charge tied to its Foundation Building Materials and Artisan Design Group acquisition eroded profits by 2 cents from a year ago. While comparable store sales were up less than 1% during the first quarter, buoyed mostly by demand for appliances and home services, the company’s revenue improved by 10.4% to $23.1B, beating estimates by $220M. Lowe’s ( LOW ) underwhelming outlook for the year is dragging shares down by more than 2% in premarket trading, weighing on rival Home Depot ( HD ). More on Lowe's Lowe's: Approaching Fair Value Amid Housing Weakness (Upgrade) Lowe's: Focus On Pro Opportunities - Richer Margins Deserve Upward Re-Rating Lowe's Or Home Depot? Former Still The Better Choice Two Quarters On Lowe's beats top-line and bottom-line estimates; reaffirms FY26 outlook Lowe's Q1 2027 earning...

In this article RAND-NL Follow your favorite stocks CREATE FREE ACCOUNT Female apprentice engineer working with CNC machine in factory Witthaya Prasongsin | Moment | Getty Images The days of going to college to secure a lucrative career are over, as skilled trade workers have seen a 30% wage bump in the past few years, the CEO of the world's largest recruitment firm told CNBC. Sander van't Noordende, CEO of Dutch staffing giant Randstad , recommended the skilled trades career track to young people in an interview on CNBC's "Squawk Box Europe" on Wednesday. "I would say the days of going to college and doing something in an office, they are over," Noordende said. "You've got to be smarter than that. I think technology, any kind of technology, is still a good career trajectory. "The skilled trades are coming up rapidly. I would say you can make a good career and good money in skilled trade. That's definitely a career track," he added. How the red-hot AI data center boom is igniting demand for a new, lucrative career path: Trade workers Specialized skilled trade roles are now offering salaries that compete with traditional office jobs, with wage growth up 30% in the U.S. in the past four years, up 21% in the Netherlands, 18% in Germany, and 9% in the U.K, according to Randstad's latest data shared with CNBC. Mechanics now earn an average of $79,000 in the Netherlands and $76,600 in Germany, while in the broader housing and construction sector in the U.K., average salaries reach over $78,500. The number of data centers — specialized facilities powering the AI boom — is growing rapidly, and it requires a large physical workforce, including skilled trade workers, to support it. This has caused demand for trade workers to surge in recent years. watch now VIDEO 5:10 05:10 Global data center deals hit record $61 billion in 2025 Squawk Box Europe "The digital revolution requires a massive physical foundation," Noordende previously told CNBC in March. "The debate around AI's i...

格隆汇5月20日｜阿斯麦(ASML.US)盘前涨幅扩大至2.7%。公司CEO表示，预计数月内就能看到首批采用新款高数值孔径(High-NA)光刻机生产的产品。

核心要点 今夏将启动《美墨加协定》（USMCA）法定联合复审，民主党参议员团体拟向美国贸易代表詹米森・格里尔提出一系列要求。 由威斯康星州民主党参议员塔米・鲍德温牵头、15 名民主党人联名的信件，在周三正式递交前由 CNBC 独家披露；信中强调 任何修订后的协定，必须为美国工人带来切实、可衡量的利益 。 要求涵盖中国投资问题 —— 该议题在特朗普近期访华期间亦被提及。 威斯康星州民主党参议员塔米・鲍德温（左），美国贸易代表詹米森・格里尔 民主党参议员团体将在今年夏季《美墨加协定》（USMCA）法定联合复审前，向美国贸易代表詹米森・格里尔提出一系列要求。 由威斯康星州民主党参议员塔米・鲍德温牵头、共 15 名民主党人联名的信件，在周三晚些时候正式递交前已独家交由 CNBC 披露。信中要求格里尔 “必须确保：任何修订后的协定，都要为美国工人带来 实质性、可量化的收益 ”。 特朗普第一任期内签署的《美墨加协定》，将于 7 月 1 日 启动首次联合复审。特朗普最初称其为 “我们签署过最公平、最平衡、最有利的贸易协定”，但第二任期内态度明显转向，甚至对墨、加两国加征关祱。 格里尔本人在去年 12 月国会听证会上也表示： “对协定简单盖章通过，不符合美国国家利益” 。这意味着：要么对协定进行重大修改后再批准，要么不予批准、进入 逐年复审 的循环。 民主党要求在协定中新增劳工条款相关内容，呼吁格里尔借此次复审之机，“确保加拿大与墨西哥全面履行劳工承诺，实现各方共赢”。 信件明确了希望在复审中解决的七大优先事项，首要问题是 企业向墨西哥转移产能 。信中指出，《美墨加协定》未能有效阻止企业外流，根源在于墨西哥制造业工资过低，由此形成的薪资差距导致产业持续外迁。 “墨西哥汽车与电子制造业工人时薪仅 3 至 5 美元，甚至低于中国制造业薪资水平，美国企业正以惊人速度向外转移产能，并以此为筹码压低美国本土工资。” 参议员们在信中写道。 议员们还敦促格里尔推动墨西哥严格执行本国劳工法。他们表示，墨方执法不力 “既损害墨西哥工人权益，也持续拉大墨美薪资差距，进一步加剧产业外迁”。 民主党同时要求格里尔探索新机制，强化 强劳禁令 的执法力度，称目前三方均未有效落实该禁令。 “本次联合复审应明确三方可采取的具体执法行动，包括定期公开执法数据、建立支撑执法行动的情报共享机制。” 信中写道。 责任编辑...

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Global rollout of multi Emmy Award winning lifestyle series Staycation International on Apple TV. Streaming on Apple TV is scheduled to begin on May 24, 2026. Expansion underscores Apple’s focus on premium lifestyle and travel programming within Apple TV. News is material for Apple’s media and services strategy alongside its hardware business. Apple, traded as NasdaqGS:AAPL, is adding Staycation International to Apple TV at a time when media and technology groups are competing for user attention across devices and platforms. Lifestyle and travel shows are a common way streaming services aim to reach broad, repeat audiences, and this type of content often ties naturally into Apple’s broader ecosystem of services and devices. For you as an investor, this move sits within the longer term shift at Apple toward higher-margin services, including video streaming. While individual shows rarely move the needle on their own, a growing library of recognizable franchises can support engagement, retention, and perceived value of Apple TV for subscribers over time. Stay updated on the most important news stories for Apple by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Apple. NasdaqGS:AAPL Earnings & Revenue Growth as at May 2026 📰 Beyond the headline: 1 risk and 3 things going right for Apple that every investor should see. Quick Assessment ⚖️ Price vs Analyst Target : At US$298.97, Apple trades about 3% below the US$308.07 analyst price target, which sits well within the 10% band. ❌ Simply Wall St Valuation : Shares are trading about 29% above the estimated fair value, which screens as overvalued. ✅ Recent Momentum: The stock is up 10.6% over the last 30 days, showing solid short term momentum. There is only one way to know the right time to buy, sell or hold Apple. Head to Simply Wall St's company report f...

格隆汇5月20日｜美国国务卿鲁比奥：美国总统特朗普准备开启美古新关系。美古建立新关系的唯一障碍，是控制古巴的那些人。美国将(向古巴)将提供1亿美元的食品和药品，仅限天主教会或其他慈善团体分发。

北约秘书长马克·吕特表示，随着霍尔木兹海峡受阻引发的经济担忧加剧，盟国正非正式讨论这个军事联盟在该水道可能发挥的作用。 吕特周三在布鲁塞尔对记者表示：“这些是非正式讨论，但情况是动态变化的。”他还说，自己一直在思考“北约能否发挥积极作用”。 这些表态反映出北约对霍尔木兹海峡立场的变化。这条海峡是燃料运输的重要通道，自2月底美国和以色列开始袭击伊朗以来，伊朗一直将其封锁。 长期以来，北约盟国一直表示，在战事停止前不愿卷入其中。但随着能源价格飙升，海峡持续关闭正拖累各国经济。媒体周二报道称，如果霍尔木兹海峡到7月初仍未恢复通航，北约正讨论协助船只通过海峡的可能性。 伊朗局势将笼罩北约外长周四和周五在瑞典举行的会议。尽管盟国目前尚未形成启动霍尔木兹任务所需的一致意见，但北约最高军事指挥官Alexus Grynkewich周二表示，他“绝对”在考虑这一问题。 盟国还将评估，特朗普对于欧洲在伊朗战争问题上的表现所表达的不满情绪是否已经缓和。 责任编辑：江学思

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...