Exchange Income Corporation于周二在温尼伯举行的2026年度股东特别大会上宣布，所有提交审议的议案均获股东投票通过，包括11名董事的选举、审计机构续聘及股东权益计划的批准。 董事选举获压倒性支持 本次大会共投票20，472，856股普通股，占公司已发行股份总数56，326，169股的36.35%。所有提名董事均以高票当选，其中Polly Craik获得99.68%的赞成票，Barb Gamey以99.79%的支持率成为得票最高的董事人选。现任首席执行官Michael Pyle获得98.52%的赞成票，执行副总裁Duncan Jessiman获得93.28%的支持，而Melissa Sonberg则获得87.24%的赞成票。 其他议案均获通过 除董事选举外，股东还投票通过了以下事项：重新委任普华永道会计师事务所为公司的审计机构，任期至下届年度股东大会闭幕；批准第五次修订和重述的股东权益计划；以及在咨询基础上通过公司高管薪酬方案。 关于Exchange Income Corporation Exchange Income Corporation是一家多元化的收购型公司，专注于航空航天与航空以及制造两大业务板块。公司采用严谨的收购策略，寻找已实现盈利、现金流稳定、在利基市场运营且具备有机增长潜力的成熟企业。公司近期完成对Canadian North的收购，推动2026年第一季度营收同比增长30%至创纪录的8.67亿美元，调整后EBITDA增长28%至1.66亿美元。 公司总部位于温尼伯，在多伦多证券交易所上市，代码为EIF。 责任编辑：张俊 SF065

Progressive ( PGR ) said its April net premiums written increased 6% year-over-year to $7.28B. Net premiums earned rose 7% for the month to $7.11B. Net income per share available to common shareholders stood at $1.86, up 11% from $1.68 in April 2025. The property and casualty insurer reported gains of $402M, compared to a loss of $3M a year ago. The combined ratio stood at 90.2% for the month, up from 84.9% in April 2025. Total policies in force increased 8% during the month to 39.77M from 36.65M. More on Progressive The Progressive Corporation (PGR) Q1 2026 Earnings Call Transcript Progressive Stock Crash Explained: Strong Business, Falling Shares? Progressive: Sentiment Is Too Negative Given Underlying Results Progressive's Q1 earnings miss estimates as policies in force fall short of consensus Progressive Q1 2026 Earnings Preview

格隆汇5月20日｜据彭博，市场证明David Zahn是对的。一年多来，当其他基金经理在抛售潮后纷纷买入之际，他却一直回避英国国债。随着英国国债持续下跌，许多人可能已承受严重亏损。如今，30年期英国国债收益率逼近6%，Zahn正准备买入，而这是他自2025年初以来一直瞄准的水平。作为富兰克林邓普顿欧洲固定收益主管，他最担心的是，工党在本月选举结果不佳后将需要增加支出。 Zahn表示：“这正是我们看到的情况。似乎每个人都想花更多钱，而除非收益率进一步上升，否则我看不出这些钱会从哪里来。”英国长期借贷成本已升至1998年以来最高水平，本周触及5.86%。最新一轮上行的诱因是，大曼彻斯特市长伯纳姆可能进入议会并挑战首相斯塔默，这加剧了市场对英国财政状况以及伊朗战争带来通胀压力的担忧。

Elliott Investment Management hired former Blackstone Inc. executive Teresa Sweeney to run the roughly $80 billion hedge fund firm’s global research and data science group. Sweeney joined this month and is expected to build out artificial intelligence for the unit, which houses about 40 research members and three data scientists who handle due diligence and research for prospective deals, according to people familiar with the matter. Paul Singer ’s firm, known for its activist campaigns, aims to create a single repository that houses its data and research that can be accessed companywide and utilizes AI. It also plans to use AI to amplify the firm’s proprietary insights. A representative for West Palm Beach, Florida-based Elliott declined to comment. Elliott’s research and data science group works with expert networks, manages data procurement and third-party data sets and conducts background checks. Sweeney worked at Blackstone for about four years, overseeing strategy for its data science team and holding the title of chief operating officer for that group, according to her LinkedIn profile . She previously worked with private equity clients for consulting firm GLG . Like other hedge funds, Elliott is utilizing AI internally and betting on the technology, including making a multibillion-dollar investment in Synopsys Inc. with the goal of pushing for changes at the chip-design software maker.

AI 大神 Andrej Karpathy 加入 Anthropic 的消息，来得很巧。 就在谷歌 I/O 2026 正式举办前几个小时，这位 OpenAI 创始成员、前特斯拉 AI 负责人官宣加入 Anthropic，Anthropic 还在继续强化自己在 AI 世界的技术和心智优势。 过去一年，Claude Code 已经成了很多开发者口中最接近「能干活」的 AI 编程工具。它没有特别复杂的界面，甚至一开始看起来更像一个终端工具，但正是因为它扎进了开发者最熟悉的命令行、代码库和本地工作流里，反而更早跨过了「演示」和「日常」之间的那道坎。 谷歌当然不可能看不见这个变化。 在凌晨举办的 I/O 大会上，谷歌正式推出了 Antigravity 2.0，回应了 Claude Code 和 Codex，没有继续把它做成一个 IDE 里的 AI 助手。 谷歌终于不想只做一个 AI IDE 了 在 1.0 时代，谷歌给 Antigravity 的定位还是「AI 时代的 Agent-First IDE」。说白了，它本质上仍然是一个 AI IDE，只是把 agent 放到了更核心的位置。开发者打开它，预期还是写代码、看文件、跑项目，AI 只是从旁边的助手变成了更主动的协作者。 但第一次打开 Antigravity 2.0，最明显的变化是，它已经不太像过去那个「加了 AI 的 IDE」，实际上更接近 OpenAI 的 Codex，或者 Anthropic 的 Claude Code。 简单来说，Antigravity 2.0 的界面干净了很多，左侧是项目列表，右侧是对话区，整体不再像一个传统 IDE，也不再把代码编辑器放在视觉中心。用户不是先进入代码窗口，再让 AI 辅助自己改代码，而是先进入一段对话，再让 AI 接手任务、理解项目、操作文件、给出结果。 图片来源：雷科技 这个变化很关键。 过去我们理解 Antigravity，更容易把它放在 Cursor、Windsurf、Trae 这类 AI IDE 的框架里讨论。但 Antigravity 2.0 更像是从「AI Coding Agent」升级成了一个通用个人助理，写代码只是它最重要、也最适合展示能力的场景之一。 这也是为什么它现在看起来和 Codex、Claude Code 越来越像。 三者的共同点是，都在把开发工具从编辑器...

格隆汇5月20日｜金螳螂发布异动公告，公司股票交易价格于2026年5月18日、2026年5月19日、2026年5月20日连续三个交易日内日收盘价格跌幅偏离值累计超过20%，根据深圳证券交易所有关规定，属于股票交易异常波动情形。公司目前未从事商业航天核心产业（含火箭研制、卫星制造、发射服务等），亦未开展数据中心算力运营业务。公司仅以装饰及机电主业为上述领域提供基础设施配套服务，目前仅承接少量商业航天发射场配套工程及数据中心施工项目，施工范围含办公楼、餐厅、公寓楼、机电工程等，合计占营收比例不足1%，对业绩无重大影响。

Douglas Rissing Stock index futures edged higher Wednesday as traders awaited Nvidia’s ( NVDA ) quarterly results. Here are the four stocks to watch on the day: Intel ( INTC ) rose 4.77% in premarket trading amid reports the semiconductor giant has asked PC makers to utilize chips built on its 18A production process. Wedbush Securities views the move as a sign Intel is prioritizing its margins, noting the strategy allows the company to focus higher-margin Xeon production on older nodes while leveraging its existing cleanroom space to bring newer production online. Bristol-Myers Squibb ( BMY ) gained 1.10% in premarket trading after announcing it is rolling out Anthropic’s flagship Claude AI platform to more than 30,000 employees. The collaboration expands the drugmaker’s use of artificial intelligence across research, clinical development, and corporate operations, moving beyond conversational tools toward agentic capabilities integrated into day-to-day workflows. Lowe’s ( LOW ) fell 2.00% in premarket trading despite a top- and bottom-line beat for the first quarter. Lingering softness in the housing market led the home improvement retailer to maintain its full-year outlook, including profit guidance that fell short of expectations . Additionally, operating income as a percentage of sales is expected to decline approximately 120 basis points from fiscal 2025 to a range of 11.2% to 11.4% in fiscal 2026. Nvidia ( NVDA ) shares will be in focus as the company reports quarterly results after the market close. Consensus estimates call for revenue of roughly $79 billion, above the company’s own $78 billion midpoint guidance, with investor attention expected to center on second-quarter guidance, Blackwell demand trends, and margin expansion. More related stories Nvidia Technical: Potential Mean Reversion Decline Below 236.54 As Earnings Loom Intel Corporation (INTC) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript Wall ...

Douglas Rissing Stock index futures edged higher Wednesday as traders awaited Nvidia’s ( NVDA ) quarterly results. Here are the four stocks to watch on the day: Intel ( INTC ) rose 4.77% in premarket trading amid reports the semiconductor giant has asked PC makers to utilize chips built on its 18A production process. Wedbush Securities views the move as a sign Intel is prioritizing its margins, noting the strategy allows the company to focus higher-margin Xeon production on older nodes while leveraging its existing cleanroom space to bring newer production online. Bristol-Myers Squibb ( BMY ) gained 1.10% in premarket trading after announcing it is rolling out Anthropic’s flagship Claude AI platform to more than 30,000 employees. The collaboration expands the drugmaker’s use of artificial intelligence across research, clinical development, and corporate operations, moving beyond conversational tools toward agentic capabilities integrated into day-to-day workflows. Lowe’s ( LOW ) fell 2.00% in premarket trading despite a top- and bottom-line beat for the first quarter. Lingering softness in the housing market led the home improvement retailer to maintain its full-year outlook, including profit guidance that fell short of expectations . Additionally, operating income as a percentage of sales is expected to decline approximately 120 basis points from fiscal 2025 to a range of 11.2% to 11.4% in fiscal 2026. Nvidia ( NVDA ) shares will be in focus as the company reports quarterly results after the market close. Consensus estimates call for revenue of roughly $79 billion, above the company’s own $78 billion midpoint guidance, with investor attention expected to center on second-quarter guidance, Blackwell demand trends, and margin expansion. More related stories Nvidia Technical: Potential Mean Reversion Decline Below 236.54 As Earnings Loom Intel Corporation (INTC) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript Wall ...

Richard Drury/DigitalVision via Getty Images Introduction Back when I last covered RLJ Lodging Trust ( RLJ ), I called them “One Of The Best High-Yield Opportunities In Today's Market,” highlighting their sustainable and attractive yield, robust balance sheet and no maturity until all the way in 2029 thanks to their recent refinancing, offering a very compelling buying opportunity. After a strong start to 2026 and despite the stock already returning about 15% since publishing the last article back in early March, I continue rating RLJ a Strong Buy, being among the most attractive REITs in the industry (and even beyond) and still offering an opportunity for long-term investors looking for a healthy and undervalued business that pays strong yields. Strong Start to 2026 RLJ Lodging Trust IR Despite the overall challenging macro landscape, RLJ reported a strong Q1, beating the market’s FFO and revenue estimates , with a solid 3.6% increase in revenue, 4.8% higher comparable RevPAR and a 5.4% increase in comparable hotel revenue, delivering margin improvements and an Adjusted FFO of $49.518 million ($0.33 per share; up 6.5% YoY), exceeding the company’s own expectations as well, which they attributed to improving fundamentals, strong performance, and the continued ramp-up of their renovations and conversions that I mentioned before (targeting two conversions per year). RLJ Lodging Trust IR RLJ also boosted the 2026 outlook, expecting RevPAR growth of 1.5% to 3.5%, with Adjusted FFO between $1.29 to $1.45 per share, with net interest expenses of $101 million to $103 million, CAPEX related to renovations of $80 million to $90 million, and estimating 150.8 million shares outstanding ( not including buybacks ) as they’re advancing their non-room revenue initiatives, potentially leading to even more solid performances especially since they have hotels in 9 of the markets that should see a boost from the World Cup, although I’ll mention more about that below. RLJ Lodging Trust...

Currently, option traders are betting that Nvidia’s (NASDAQ: NVDA) market cap could rise or fall by $355 billion based on earnings. Nvidia’s current market cap is $5.3 trillion. The stock is up 18% so far this year, compared to the S&P 500, which is up 7%. Nvidia has signaled to Wall St. what investors should ... Nvidia Earnings Don’t Matter This Time

Nvidia Earnings Don’t Matter This Time 24/7 Wall St.

港產航天員可能即將升空，在一個研討會上，有學者認為香港要重點培育航天產業人才。 全球繁榮峰會舉行第二日會議，國家「十五五」規劃，要積極發展新興太空經濟，有學者認為香港可以配合。 科大太空科學和技術研究院聯合院長高揚稱：「我非常支持香港政府考慮航天，作為『五年計劃』裡一個重要環節，香港可以趁這個機會充分發揮，它在科研創新方面的一些優勢，尤其是『AI+』航天這方面的領域，還有就是它在法律、金融，香港很多年積累的領域的一些優勢。」 不過有學者指出，香港缺乏相關領域人才。 亞洲衛星公司行政總裁唐舜康指出：「我們需要培養一批人才，才能進入航天產業，過去十年香港並沒有培養出很多優秀的工程師，因為人們似乎對工程行業敬而遠之，轉而投身金融或酒店業，但我們需要工程師，來了解產業發展方向，了解我們已建立的技術，能夠應用於哪些領域。」 主辦峰會的匯賢智庫，理事會主席葉劉淑儀指，本港應從多方面，積極參與航天科技發展。 匯賢智庫理事會主席葉劉淑儀指出：「香港扮演的角色不止上游，生產衛星火箭方面，而在下游提供服務，及現在衛星、特別遙感衛星，有大量數據未有人開發，香港可以為這些新型航天公司，提供金融、法律和仲裁服務，及做很多衛星數據分析，為青年人提供新的工作崗位。」 她又認同，建議特區政府成立航天經濟辦公室。

格隆汇5月20日｜瑞银重新将阿斯麦列为欧洲半导体板块的首选股，并将目标价从1600欧元上调至1900欧元，同时将2027年及2028年的盈利预测大幅上调至高于市场共识的水平。

Leading Market Players with their Product Listed in this Report are: Market drivers include the swift adoption of smartphones, AI-infused devices, and applications for edge computing around the globe. Growing consumer preference for superior camera functions, AI-driven virtual assistants, improved gaming experience, instant translation services, and better battery optimization will result in the rapid development of application processors of the next generation. Increased incorporation of neural processing units, AI accelerators, and 5G modems in application processors is generating a high replacement demand for premium and midrange phones. Apart from this, widespread use of software-defined cars, driverless car technologies, health monitoring wearable devices, and IIoT applications will increase the global demand for application processors. According to the SNS Insider, “ The Application Processor Market Size was valued at USD 40.79 Billion in 2025 and is expected to reach USD 62.3 Billion by 2035, growing at a CAGR of 4.47% during 2026-2035.” The U.S. Application Processor Market is projected to grow from USD 7.61 Billion in 2025 to USD 11.38 Billion by 2035, registering a CAGR of 4.10% during 2026–2035. Similarly, the Europe Application Processor Market is estimated at USD 7.42 Billion in 2025 and is expected to reach USD 10.84 Billion by 2035, growing at a CAGR of 3.87% during the forecast period. The growth of the market in both regions will be fueled by the increasing adoption of artificial intelligence (AI), graphical processing features, and 5G technology in consumer electronics and industrial electronics. In the US, the market is highly influenced by the presence of semiconductor players like Qualcomm, Apple, and Intel who make huge contributions to the production of chipsets used in mobile phones, laptops, and tablets. The A series processors for iPhones by Apple and the Mac series processors for Mac by Apple are some Story Continues Application Processor ...

Carl Albert, Chairman of the Board and Chairman Emeritus, effective on his July 24th retirement from the Board of Surf Air Mobility, said: "Shawn’s decade of extensive enterprise software experience at Palantir, direct involvement in establishing our relationship with Palantir to power SurfOS, and his time on the Company’s Board make him exceptionally well-qualified to lead the Board as Surf Air Mobility continues to develop, deploy, and commercialize SurfOS and executes its platform strategy. I am pleased to continue supporting the Company as Chairman Emeritus." Mr. Pelsinger has served on the Company's Board since October 2025. He is currently Chief Legal Officer and Chief Administrative Officer of Acrisure, a global fintech provider. Prior to Acrisure, Mr. Pelsinger served for ten years as an executive at Palantir as Global Head of Corporate Development & Senior Counsel, where he was instrumental in originating the strategic partnership between Palantir and Surf Air Mobility beginning in 2021. At Palantir, Mr. Pelsinger led major partnerships with Airbus, Korea Telecom, Fujitsu, Sompo, HD Hyundai, Credit Suisse, and Starlab Space, among others. He was also central to the creation of Skywise, a data platform for the commercial aviation industry developed through the Palantir-Airbus partnership. Mr. Pelsinger previously served on the Boards of Palantir Technologies Japan, K.K. and Palantir Korea, LLC. LOS ANGELES, May 20, 2026 --( BUSINESS WIRE )--Surf Air Mobility Inc. (NYSE: SRFM) ("Surf Air Mobility", the "Company"), a leading air mobility platform and developer of SurfOS™ software operating system powered by Palantir Technologies ("Palantir"), today announced the election of Shawn Pelsinger as Chairman of the Board of Directors (the "Board"), effective July 24, 2026, the date of the Company’s Annual Shareholder Meeting. Mr. Pelsinger’s election as Chairman, on the nomination of Carl Albert, follows Mr. Albert’s decision to retire from the Board at the end of hi...

USA Rare Earth NASDAQ: USAR is looking to fill a hole in the market born out of geopolitical uncertainty. Along with mining companies like MP Materials NYSE: MP, USA Rare Earth is aiding the United States in loosening China’s chokehold on rare earth elements (REEs). China controls the majority of the world’s REE mines, and 94% of permanent magnet production—the vital end product of REEs. USA Rare Earth Today USAR USA Rare Earth $22.31 +2.34 (+11.74%) 52-Week Range $8.00 ▼ $43.98 Price Target $35.40 Add to Watchlist This is a pressing issue, as permanent magnets are essential to building many modern-day technologies. This includes advanced weaponry, and the United States does not want to find itself in a position where China can cut off its production capabilities. Get USA Rare Earth alerts: Sign Up Ultimately, the goal of USA Rare Earth is to become a vertically integrated mine-to-magnet producer. Recently, USA Rare Earth delivered its latest earnings report, providing insight into how the firm is progressing toward its goal. USA Rare Earth Posts Beats, Government Funding Deal Sees a Delay As an early-stage company, showing operational improvements is far more important than near-term revenue or profit generation. However, that’s not to say the company’s financials don’t matter at all—investors certainly want to see it stay on budget and not burn cash unnecessarily. Luckily, in its latest quarter, the firm posted better-than-expected results. USA Rare Earth generated revenue of $5.7 million in Q1 2026. Note that it recorded no revenue a year ago. This figure solidly beat estimates of $4.2 million. The company also exceeded expectations on its bottom line. The company’s adjusted loss per share was 12 cents, significantly less than the 16-cent loss analysts had forecasted. However, it is important to note that loss per share can be a deceiving metric. Because USA Rare Earth issues a lot of stock, its loss per share can fall even if actual losses grow, which is exactly...

Ex-Palantir executive Shawn Pelsinger to lead Surf Air Mobility board Stock Titan

China's President Xi Jinping welcomed his Russian counterpart Vladimir Putin with a lavish ceremony in Beijing complete with national flags, a marching band and cheering children. It comes after a visit from Donald Trump last week, which began with a near-identical welcome ceremony for the US president - despite Beijing's very different relationships with Washington and Moscow. The BBC's China correspondent Laura Bicker breaks down the diplomatic meaning behind the two warm welcomes.

JHVEPhoto Shares of TJX Companies moved higher in premarket trading Wednesday as bargain-seeking consumers helped drive solid first quarter performance, cushioning the impact of a weaker forecast for the current quarter. “I am extremely pleased with our first quarter performance. Sales, pretax profit margin, and earnings per share were all well above our plan,” said TJX CEO Ernie Herrman, adding that the above-plan results led the company to raise its sales and profitability guidance for the full year. Thanks to double-digit sales gains at its HomeGoods and Canadian locations, TJX generated $14.32B in sales in the first quarter, an increase of 9.2% year-over-year and $310M better than anticipated. Comparable store sales across its businesses exceeded expectations as well, with HomeGoods seeing comparable store sales more than double from a year ago and overall same-store sales climbing by 6% from 3% a year ago, topping 3.95% estimates. Increased sales across the company contributed to an adjusted profit of $1.19 per share, up 29% from the same quarter last year and $0.19 better than both the company’s expectations and Wall Street’s estimates. For the fiscal year, TJX now expects to earn a profit between $5.08 and $5.15 per share versus prior guidance of $4.93 to $5.02 per share, with a new midpoint of $5.12 per share meeting consensus estimates. The company’s comparable store sales outlook was also increased to a range of up 3% to 4% from a prior range of up 2% to 3%. This compares to estimates for an increase of 3.29%. Additionally, the pretax profit margin is now seen between 11.9% and 12%, from an earlier range of 11.7% to 11.8%, versus estimates of 11.9%. For the current quarter, TJX ( TJX ) is forecasting comparable store sales to increase by 2% to 3%, below 3.42% estimates, while EPS is seen between $1.15 and $1.17 per share, below the $1.19 consensus estimate. Pretax profit margin guidance of 11.4% to 11.5% is also below 11.6% estimates. TJX ( TJX ) is up mor...

据广东省江门市气象局消息，持续受季风云团影响，昨夜以来（19日20时至20日16时），广东省江门市普降暴雨到大暴雨局部特大暴雨，据气象水文监测，江门全市平均雨量86.1毫米，各县区最大降雨量：蓬江杜阮83.5毫米，江海外海93.4毫米，新会沙堆327.9毫米，鹤山双合115毫米，开平赤水151.5毫米，恩平那吉511.9毫米，台山白沙180.5毫米。据江门市应急管理局统计，截至20日17时，江门市全市共转移862人（鹤山市760人，恩平市102人）。江门市应急救援支队出动30人、5辆应急车，携带装备前往恩平那吉镇、大田镇执行救援排涝任务。鉴于当前防汛工作形势严峻，根据《恩平市防汛防旱防风防冻应急预案》，恩平市三防指挥部决定于5月20日18时30分将防汛Ⅲ级应急响应提升为Ⅱ级。（央视新闻）

据阿斯彭研究所的调查显示，近5年美国青少年参与体育的成本上涨46%。美国家庭平均每个孩子每个赛季的体育开销超过5000美元。为降低青少年体育的参与成本，一项针对私募资本投资青少年体育行业的法案近日浮出水面。 近年来，青少年体育行业备受私募资本青睐。 在国内，各路私募资本纷纷布局青少年体育领域，涵盖篮球、足球、冰雪、综合训练、场馆运营等细分赛道。去年4月份，中国人民银行、国家体育总局、金融监管总局以及证监会四部门联合印发《关于金融支持体育产业高质量发展的指导意见》，鼓励私募资本机构对创新性强、业态新颖、群众基础好、具有快速增长潜力的体育产业加大投入，进一步激发资本市场的投资热情。 而在美国，青少年体育产业早已是私募资本重点布局、深度渗透的成熟赛道。去年，体育大生意曾专门报道，成立于2024年度青少年体育公司Unrivaled Sports收获一笔1.2亿美元的融资，公司估值高达2.4亿美元。（延伸阅读：成立仅1年的青少年体育公司，估值2.4亿美元）而在今年，Unrivaled Sports旗下的Ripken Baseball也启动了全国性U12系列棒球锦标赛。此前领投的迪克体育（DICK’S Sporting Goods）成为这项赛事的首席赞助商，知名运动品牌安德玛为赛事提供装备支持。 安德玛与迪克体育联合赞助Unrivaled Sports旗下赛事图：安德玛官网 除此之外，知名私募资本公司殷拓集团旗下投资平台霸菱亚洲，在2023年与诺德安达教育集团则以12.5亿美元收购了美国知名的IMG学院。KKR集团在2024年以47.5亿美元收购美国校园体育用品公司Varsity Brands。私募资本在青少年体育产业的投资例子数不胜数。 据Youth Sports Business Report网站数据显示，全美青少年体育产业正以年均8%到10%的速度持续增长，2025年整体规模已经超过400亿美元。 然而，资本源源不断的涌入也让青少年体育行业暗流涌动。近日，一项针对私募资本投资青少年体育行业的法案近日浮出水面。5月13日，美国民主党参议员克里斯·墨菲、众议员克里斯·德鲁奇奥联合发起名为《the Let Kids Play Act》（让孩子参与体育法案，以下简称LKPA法案）由。该法案提议禁止私募资本投资青少年体育相关领域，涵盖青少年运动队、体育联赛、场地设施等，一时引发美国...

以色列调查分析软件公司Cognyte周二宣布，与亚太地区一家长期合作的顶级国家安全机构签署了约500万美元的升级协议，为其调查分析环境引入最新AI能力。 深化长期合作伙伴关系 该客户是一家负责反恐和打击严重犯罪的一级国家安全机构，与Cognyte保持着长期合作关系。根据协议，Cognyte将为该机构升级调查分析平台，集成更先进的AI驱动能力，以支持其在日益复杂和碎片化的情报环境中开展行动。 Cognyte首席营收官Efi Nuri表示：“我们与该客户的长期合作关系，充分体现了他们从我们的调查分析平台中持续获得的实际价值。通过现代化其调查环境，该客户正在加强应对日益复杂的国家安全挑战和作战需求的能力。” “落地扩张”战略持续验证 Cognyte首席财务官David Abadi指出，来自现有客户的后续商机仍是公司业务增长的重要驱动力。他表示：“这项协议证明了我们通过值得信赖的合作伙伴关系、持续创新和运营价值交付，与现有客户共同成长的能力。” 这是该亚太国安机构继2026年2月签署五年期订阅协议后的又一次重要追加投资。此前协议初始年价值约150万美元，总潜在价值超过2000万美元。此次升级订单进一步验证了Cognyte“落地扩张”战略的有效性，客户在使用其平台获得切实运营价值后持续扩大投入。 业务势头强劲 Cognyte专注于为执法、国家安全和军事情报机构提供以软件为核心的调查分析技术，广泛运用AI与数据分析。过去12个月公司营收达4亿美元，同比增长14%，毛利率维持在72%的高位。近期已有三位分析师上调对公司的盈利预期，该股在过去六个月内录得约25%的涨幅。 责任编辑：张俊 SF065

Sundry Photography ASML ( ASML ) was in focus on Wednesday as UBS upped its price target on the Dutch semiconductor equipment maker and reinstated it as its top sector pick. Shares rose 2.8% in premarket trading. The firm raised its price target on ASML to €1,900 from €1,600 and reiterated its Buy rating. “Capacity concerns have come into focus, with fears ASML could constrain semiconductor supply,” UBS analyst François-Xavier Bouvignies wrote in a note to clients. “Our analysis suggests ASML's 2027 capacity can support >50% y/y growth in leading-edge wafer output (logic & memory) vs. ~25-30% demand, with ~20% of this uplift driven by underappreciated throughput gains from Low NA. 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.” Additionally, Xavier Bouvignies said that if the current strength in memory is to last, ASML would be a beneficiary. “Supported by a constructive memory outlook over the next two years, the supply chain is positioned to benefit—particularly participants with exposure to rising WFE intensity—as node shrinks drive ~30% higher dies per wafer (1b to 1c), increased lithography intensity, and an additional 1-2 EUV layers at 1d ('27/28E),” Xavier Bouvignies added. “ASML is the most memory-exposed semi-cap name (~30-35% of revenues by 2026 vs. ~25-30% peers), reflected in stronger growth (23% memory CAGR 2020-25 vs. ~6%) and rising litho intensity (11% in 2020 to ~15% in 2025 and ~15-20% by '27/28E).” More on ASML Holding ASML: The Question Is Whether Its Monopoly Can Outrun Its Premium Valuation ASML: Potential Bull Trap As AI Super Cycle Continues - Reiterate Hold ASML: Strong Play On The AI Boom Micron, Nvidia, AMD climb as Samsung strike risk threatens chip supply ASML's new High-NA machine-created chips to arrive in few months

格隆汇5月20日｜亚马逊创始人贝索斯：人们之所以害怕人工智能会夺走工作岗位，是因为很多“聪明人”都在这么说，这些人错了。我们的经济将会有极高的生产力。不应对AI过早实施过多监管。

【热点导读】 SpaceX据悉打算在IPO过后30天收购初创公司Cursor 实现高性能AI芯片的必由之路，先进封装厂商景气度高企 月之暗面Kimi融资获国资加持，机构称近期AI资本化加速 亚太光储市场交流会即将举办，储能需求高景气开启扩产新周期 半导体生产制造的“关键耗材”，掩膜版国内市场空间达百亿元量级 推理环节相比训练拥有数倍空间，推动算力行业供需持续紧张 【主题详情】 SpaceX据悉打算在美国IPO过后30天收购初创公司Cursor 据知知情人士透露，SpaceX预计将在其正式挂牌上市（IPO）满30 天后，推进对人工智能编程初创公司Cursor的收购案。这笔潜在交易将强力注能SpaceX的AI自动化编程实力。如果这笔交易最终未能达成，马斯克的SpaceX将需要向Cursor支付高达100亿美元的现金巨额反向分手费。 AI编程海外头部产品Cursor在2025年6月获得由Thrive、Accel等参与的新一轮融资，总额9亿美元，此轮融资过后，Cursor公司估值已达99亿美元，年度经常性收入（ARR）已突破5亿美元。信达证券认为，AI编程直接作用于核心的开发环节，有望成为最具价值的AI应用之一；在海外的广泛应用和产品爆发验证其优秀潜力；技术层面上大模型编程能力大幅跃进，核心技术赋能AICoding工具；开源生态和企业付费双轮驱动AI编程商业化。 上市公司中， 卓易信息 凭借在IDE领域的自主研发及智能开发领域的技术积淀与创新实力，两款产品形成“双轮驱动”，其中核心AI编程产品EazyDevelopQ1收入2583.7万元，占公司Q1总营收的30%。在运营指标方面，2026年Q1公司AI编程产品单日Token消耗量突破200亿。 金现代 在AI编程领域已展开双重布局：一方面应用DeepSeek、千问等大模型，训练适配自身业务的垂直领域低代码模型；另一方面通过引入阿里通义零码编码工具，推进与公司轻骑兵代码开发平台的融合，持续提升平台智能化水平。 普元信息 低代码开发平台面向企业级复杂业务场景，在AI时代，公司低代码开发平台已集成先进大模型能力，为开发者提供智能化助手，包括智能化数据模型推荐、代码生成、智能化提取文本多语言翻译、向量化知识检索等。 实现高性能AI芯片的必由之路，先进封装厂商景气度高企 据群智咨询报告显示，AI需求持续传导，先进封装供应百花齐放：全...

财联社5月20日讯（编辑 冯轶） 财联社为您带来今日港股重要公告 1）公司要闻 特海国际(09658.HK)： 一季度收入2.26亿美元，同比增加14.2%；净利润408.9万美元，同比减少65.75%。期内海底捞餐厅整体平均翻台率达到4.0次/天，同店销售额同比增长4.0%。 三一国际(00631.HK)： 一季度收入66.51亿元，同比增加13.2%；盈利5.09亿元，同比减少19.8%。 亚博科技控股(08279.HK)：发盈警，截至2026年3月31日止年度亏损将不超过4500万港元。同比收窄。 知行科技(01274.HK)： L4级自动驾驶域控制器 iDC700正式量产交付 斩获新定点项目，预期销售金额有望达到人民币7.5亿元。 国泰航空(00293.HK)：4月载客量较2025年同月增加17%，载货量增加8%。 佰泽医疗(02609.HK)：与微联微通、明悦医疗达成战略合作，将在医疗领域开展全面合作。 2）融资、回购动态 迈富时(02556.HK)： 完成发行合共1233.34万股，净筹约4.997亿港元，用于投资智算基础设施建设及运营。 腾讯控股(00700.HK)：斥资5.01亿港元回购109.6万股，回购价453.6-462港元。 友邦保险(01299.HK)：斥资约3.73亿港元回购441.3万股，回购价84.2-85.55港元。 小米集团-W(01810.HK)：斥资约9999.61万港元回购331.86万股，回购价30.04-30.22港元。 中远海控(01919.HK)：斥资3128.95万港元回购208万股，回购价格为14.51-15.3港元。 文远知行-W(00800.HK)：斥资2997.18万港元回购168.15万股，回购价17.23-18.09港元。

深圳发布暴雨红色预警信号 2026-05-20 20:42:55 来源： 同花顺7x24快讯 分享 过去3小时，广东深圳珠江口和宝安区(西乡、福永、航城、福海街道)累计雨量已达60毫米左右，预计未来2小时还将出现40-60毫米降水，广东深圳市气象台5月20日20时28分在上述区域发布暴雨红色预警信号，同时将分区暴雨黄色预警信号扩展至深圳全市。深圳全市进入暴雨紧急防御状态，请迅速做好防御工作，远离低洼易涝等危险区域，上述区域山洪风险很大，注意防御暴雨及其引发的内涝、山洪、滑坡、泥石流、地面塌陷等灾害。(央视新闻)

财联社5月20日讯（编辑 牛占林） 美国零售巨头塔吉特周三公布的最新财报显示，公司第一季度营收和利润均超出华尔街预期。在经历持续数个季度的销售低迷后，这家零售商正逐步重新赢回消费者。受此消息提振，塔吉特股价在盘前交易中小幅上涨。 财报显示，一季度调整后每股收益(EPS)为1.71美元，高于预期的1.46美元；一季度营收为254.4亿美元，高于预期的246.4亿美元。 塔吉特表示，一季度同店销售额增长5.6%，这是连续五个季度以来首次实现正增长。 公司称，各主要商品品类均表现强劲，门店与数字平台总客流量同比增长4.4%。其中，数字渠道可比销售额增长8.9%，主要受益于Circle 360会员体系提供的当日达配送服务。 塔吉特首席执行官Michael Fiddelke在与记者的电话会议上表示：“尽管目前已经取得初步进展，但我们清楚地知道，相关工作才刚刚开始。我们相信公司正走在正确道路上，因为消费者已经开始对我们重点投入和推动变革的领域作出积极反馈。” 他表示，塔吉特不仅在商品本身上强调“时尚感、设计感与性价比”，同时也在销售方式上进行优化，以打造独具特色的消费体验。 值得注意的是，公司非商品类收入同比大增近25%，主要受会员收入以及塔吉特+电商平台业务强劲增长推动。与沃尔玛、亚马逊类似，塔吉特也在持续扩大这些业务板块，以提升消费者便利性并增强盈利能力。 公司表示，六大核心商品品类销售均实现增长，其中健康与保健、玩具以及婴儿用品表现尤为突出。一季度公司新开7家门店，目前还有超过100个门店改造项目正在推进。 在公布超预期业绩的同时，塔吉特还上调了全年营收指引。公司预计，2026财年净销售额将同比增长4%，较此前预期上调2个百分点；同时，公司预计全年每股收益将接近此前7.50至8.50美元指引区间的上限。市场分析师此前平均预期为8.14美元。 不过，Fiddelke也强调：“尽管我们上调了业绩指引，但鉴于未来仍有大量工作需要推进，同时宏观经济环境依旧存在不确定性，因此公司仍将保持谨慎态度。” Fiddelke透露，本季度塔吉特表现最强劲的领域之一是婴幼儿及儿童用品业务。在季度后半段，该业务销售增速较前半段提升超过5个百分点。此外，健康与保健品类新增产品也推动相关业务实现两位数销售增长。 此前，塔吉特一直面临如何结束销售疲软、重新赢回消费者品牌忠诚度的压力。当前华尔街尤其关注...

今日聚焦 【赛意信息：拟采购高性能算力服务器 合同总金额预计不超8.33亿元】 赛意信息(300687.SZ)公告称，公司拟向供应商采购高性能算力服务器，并签署相关采购合同，合同总金额预计不超过8.33亿元。本次购买资产主要用于为客户提供云算力服务，是公司基于“算力筑基，模型致用”的业务战略，拓宽“算力底座+行业模型+业务智能体”全栈AI产品及解决方案能力边界的重要实践。本次交易不构成重大资产重组，亦不构成关联交易。 【德方纳米：拟合计87亿元建设锂电新材料及磷基新能源材料项目】 德方纳米(300769.SZ)公告称，公司拟与禄劝彝族苗族自治县人民政府签订投资协议，投资新建“禄劝德方纳米绿色磷基新能源材料产业链一体化项目”，项目新建年产30万吨磷酸盐正极材料项目及年产27万吨硝酸配套项目，计划总投资金额63亿元。项目建设周期24个月，资金来源为自有和自筹资金。本次投资不构成关联交易，尚需提交股东会审议。此外，公司拟与曲靖市沾益区人民政府签订投资协议，在曲靖高新技术产业开发区投资新建“德方纳米锂电新材料一体化项目”，主要建设20万吨/年磷酸盐新材料生产线，预计总投资约24亿元。项目计划于2026年5月启动，建设周期24个月。本次投资不构成关联交易或重大资产重组，预计短期内不会对公司业绩产生重大影响。 【4连板达实智能：不涉及液冷及机器人相关元器件的生产、制造等】 达实智能(002421.SZ)公告称，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。 【三连板诚邦股份：芯存电子目前半导体存储器相关业务规模较小 近两年利润处于较低水平】 诚邦股份(603316.SH)发布股票交易风险提示公告，公司下属控股子公司东莞市芯存诚邦科技有限公司（简称芯存电子），主要从事半导体存储器的研发设计、生产和销售，目前业务规模较小，近两年利润处...

格隆汇5月20日｜亚马逊创始人贝索斯：太空数据中心的想法“非常现实”。2到3年可能有点过于雄心勃勃。太空数据中心“将会实现”。受益于能源成本；可通过太阳能供电。