21 May 2026 UPDATE Groundbreaking health features available today on Apple Watch and AirPods Pro Apple Watch delivers sleep apnoea notifications and AirPods Pro provide a clinically validated Hearing Test feature to users in India Starting today, sleep apnoea notifications come to Apple Watch, adding to the many ways Apple Watch acts as an intelligent guardian for users’ health.1 Additionally, AirPods Pro 3 provide a clinically validated Hearing Test feature for users to test their hearing levels in the comfort of their own home.2 “At Apple, we believe technology should empower people to take control of their health, and that starts with giving users tools to detect conditions they may not even know they have,” said Sumbul Desai, M.D., Apple’s vice president of Health and Fitness. “From sleep apnoea notifications on Apple Watch to a hearing test with AirPods Pro, we’re excited to bring these meaningful capabilities to our users in India.” A Powerful Way to Detect Signs of Sleep Apnoea Sleep is an important area of health as it impacts a person’s overall physical and mental wellbeing. Sleep apnoea is a prevalent disorder in which breathing momentarily stops during sleep, preventing the body from getting enough oxygen. The condition is estimated to impact more than 1 billion people worldwide, and in most cases, goes undiagnosed.3 If left untreated, it can have important health consequences over time, including increased risk of hypertension, type 2 diabetes, and cardiac issues.4 Breathing Disturbances is an innovative new Apple Watch metric that uses the accelerometer to detect small movements at the wrist associated with interruptions to normal respiratory patterns during sleep. Every 30 days, Apple Watch will analyse breathing disturbance data and notify users if it shows consistent signs of moderate to severe sleep apnoea so they can speak to their doctor about next steps, including potential diagnosis and treatment. For more informed conversations with their healt...

格隆汇5月21日｜据塔斯社，当地官员表示，俄罗斯萨马拉地区发生无人机袭击，造成两人死亡。

格隆汇5月21日｜韩国KOSPI指数大涨8%，报7787.14点。三星电子涨7.4%、SK海力士涨11.2%、现代汽车涨12.5%。

Getty Images By Kevin Flanagan How many headlines can a bond investor handle at one time? Let’s see, at the present time, the money and bond markets have been juggling ongoing Middle East headlines, a return of inflation (both headline & core), better-than-expected jobs reports, new Treasury coupon auctions, etc., etc. Or better yet, how would you like to become the new Fed Chair right about now? That’s the situation new Fed Chairman Kevin Warsh finds himself in. Indeed, Warsh now enters the Eccles Building (Fed Headquarters) as the new leader, while also having a former Fed Chair, a.k.a. Jay Powell still sitting on the Federal Open Market Committee (FOMC) as an automatic voting member due to his retained stance as a Fed Governor. In terms of upcoming monetary policy, as we have written in a series of Warsh-related blogs this year, the new Chairman will follow the data, and at this point in time, that data is pointing to a Fed that appears to be done cutting rates and is on hold for the rest of 2026. I still don’t think the Fed is close to a rate hike, but for the upcoming June FOMC meeting, a shift in the language of the policy statement from an easing bias to one of a ‘balanced’ outlook seems to be the most likely scenario. However, the fed funds futures market has now fully priced in a rate hike for March 2027, a remarkable shift from its pre-war status of discounting almost three rate cuts for the same timeframe. Figure 1: U.S. Treasury Yields Source: St. Louis Fed, as of 5/15/26. The Inflation Trade The U.S. Treasury (UST) market has also shifted into a different mindset. Indeed, the ‘inflation trade’ has taken hold, whereby yield levels across the fixed coupon maturity spectrum have risen in a rather visible fashion since the end of February (see graph). Here are some highlights: The UST 10-year yield has increased by about 65 basis points (bps) during this timeframe. As of this writing, the yield had jumped to 4.60%, the highest reading since early 2025. Tech...

巴黎400年古蹟「新橋」變身巨型岩石洞穴 結合AR及音效 下月開放 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】法國知名街頭藝術家JR為巴黎400年歷史的「新橋」換新裝，裝設巨型藝術裝置。 JR的團隊周三晚起將岩石紋的充氣帆布覆蓋「新橋」充氣。加上橋身的紋理，「新橋」將會改造成120米長、約6層樓高的沉浸式岩石洞穴。稱為《新橋洞穴》的藝術裝置將於下月6日起開放三周，配以音效及AR擴增實境，讓行人感受穿越隧道過塞納河。 有法國Banksy之稱的JR表示，作品目的之一是向已故藝術家克里斯托夫婦致敬，他們在1985年曾用金色的布將新橋包著作為藝術裝置。

A judge has dismissed Elon Musk's case against OpenAI, and the company appears intent on moving ahead with its Wall Street debut. Bloomberg's Avril Hong reports on what is at stake. (Source: Bloomberg)

STORY: Nvidia on Wednesday forecast second-quarter revenue above Wall Street expectations, and assured investors that new customers would let it maintain blockbuster rates of growth. The world's most valuable company expects sales of around $91 billion, compared with estimates of about $87 billion. For the first quarter, Nvidia reported revenue of $81.6 billion, also beating forecasts. However, its shares dropped over 1% in extended trading, in a sign that investors believe Nvidia will face tougher competition. That could come from U.S. rivals Intel and AMD, which are finding new demand for their chips in AI applications. Nvidia CEO Jensen Huang told analysts his firm would grow faster than so-called "hyperscale" customers like Alphabet and Amazon. He pointed to a new segment of smaller customers in its data center business that includes AI-specific cloud firms. He added that the company's new "Vera" central processors give it access to a $200 billion market. Huang said Nvidia expects $20 billion in revenue from the new silicon by the end of this fiscal year, in addition to the $1 trillion for existing Blackwell and Rubin chips by 2027.

韩国综指涨幅扩大至8%，现报7787.14点。三星电子现涨7.4%、SK海力士现涨11.2%、现代汽车涨12.5%。 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。

美国联邦储备委员会5月20日公布的4月货币政策会议纪要表明，如果美国通胀持续高于目标水平，美联储可能采取一些收紧货币政策的措施。与会美联储官员认为，由于通胀持续高企，加上中东战事持续时长及其经济影响存在不确定性，美联储有必要把当前货币政策维持比预期更长时间。大多数与会官员强调，如果通胀持续高于2%，采取一些货币收紧政策可能是合适的。几乎所有与会官员都认为，中东战事可能长时间持续，即便冲突结束，石油等大宗商品价格仍可能在更长时间内处于高位。（央视新闻）

中芯國際(00981)出現大手賣出11.9萬股，成交價$78.15，涉資929.985萬 AASTOCKS.com

随着新经济崛起，需警惕所谓“无就业增长”现象，建议下一步政策目标淡化总量指标，更加直接关注内需和民生指标 资料图：贵州毕节，待业青年在电工培训班实操训练。图：视觉中国 【财新网】 2026年4月全国城镇调查失业率环比下降，但仍高于上年同期。分年龄段看，不含在校生的青年和农民工失业率从上月高位有所回落，25—29岁和30—59岁劳动力失业率则录得有统计以来的次高水平。 国家统计局5月20日公布的分年龄段失业率数据显示，4月16—24岁劳动力（不包含在校学生）调查失业率为16.3%，较上月下降0.6个百分点；25—29岁和30—59岁劳动力（不包含在校学生）调查失业率为7.4%和4.2%，分别低于上月0.3个和0.2个百分点。

财联社5月21日讯（编辑 刘靖怡） 国际金融协会（IIF）最新报告预测，受伊朗战争影响，阿联酋经济或在2026年小幅萎缩，但随着该国启动重大项目以提振原油和天然气产量，预计2027年经济将实现强劲反弹。 据IIF预测，在去年实现5.3%的强劲增长后，阿联酋GDP或在今年下跌0.4%，但在2027年恢复至增长5.2%、2028年增长6%。 该机构解释称，随着伊朗封锁霍尔木兹海峡这一关键航道导致海湾各国油气出口大幅下降、非油气活动放缓，该地区经济受到较大影响，其中阿联酋石油产业GDP预计下降约8.2%。 但它同时表示，该国未来两年的GDP反弹也将由石油领域的强劲复苏推动，预计石油产业GDP将在2027年增长约7.6%、2028年增长约10.8%。 IIF另外指出，雄厚的财政实力将为当局提供相当大的政策缓冲空间，以维持支出和支持金融流动性。从2027年起，地区局势趋稳、旅游和贸易复苏、能源产量上升以及资本流入恢复，预计将支撑经济逐步反弹。 由于霍尔木兹海峡关闭，阿联酋3月及4月的石油和天然气出口量急剧下降。 主导该国油气行业的阿布扎比国家石油公司（ADNOC）上周表示，正加快对其国内关键运输动脉——东西向输油管道的扩建工程。 据悉，扩建后该管道将直通富查伊拉港，无需穿越霍尔木兹海峡便可实现石油出口，预计将助力阿联酋石油出口量翻倍。 阿联酋拥有超过1000亿桶已探明的石油储量。在本周起退出欧佩克（OPEC）后，阿方表示其目标增至日产500万桶原油。 相关人士表示，除石油产量提高外，阿联酋的天然气产量也将增加，因为石油产量的增长将带动伴生天然气产量的增长。 IIF预测阿联酋原油生产能力可能在2027年及以后进一步增加，而天然气生产的扩大将同步支撑该国出口收入和国内能源安全。 此外，报告还显示，流入阿联酋的资本预计将从2025年的约1240亿美元降至2026年的1090亿美元，随后在2027年回升至1160亿美元。 然而，该机构指出，在伊朗对海湾各国持续发动袭击的不利情景假设中，油气出口可能进一步急剧下降，非油气部门的增长可能放缓至1%以下，私人投资也倾向于收缩。尽管阿联酋拥有大量缓冲储备，但长期中断将削弱增长势头并抑制资本流入，最终强化悲观前景。

(RTTNews) - Indian shares opened on a positive note on Thursday as global bond yields eased and crude oil prices fell sharply on improving optimism surrounding the ongoing U.S.-Iran negotiations to resolve the Middle East conflict. The benchmark BSE Sensex edged up by 310 points, or 0.4 percent, to 75,628 in early trade while the broader NSE Nifty index was up 119 points, or half a percent, at 23,778. Life Insurance Corporation of India, ITC, Nykaa, LG Electronics and GAIL India were moving higher ahead of their quarterly earnings results. Lenskart jumped nearly 2 percent despite reporting a decline in its Q4 net profit. Rail Vikas Nigam rose 1.3 percent on securing a contract worth Rs. 164.18 crore from East Coast Railway. Pace Digitek advanced 1.2 percent on bagging an advance work order valued at Rs. 264.65 crore from Bharat Sanchar Nigam. JK Cement climbed 2.6 percent after receiving the letter of intent from the Andhra Pradesh government for limestone mining. Ola Electric Mobility slumped 4.5 percent after reporting a net loss of Rs. 500 crore in Q4. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

中芯國際(00981)出現大手買入7.15萬股，成交價$79.0，涉資564.85萬 AASTOCKS.com

当地时间5月20日，美国纽约拉瓜迪亚机场的工作人员在进行例行检查时，发现一条跑道旁的滑行道路面出现塌陷。机场方面紧急关闭该跑道进行抢修，导致约400架次进出港航班取消或延误。该跑道将关闭至当地时间21日上午。据了解，调查人员正在排查路面塌陷的可能原因，其中包括一项燃油管线工程。（央视新闻）

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摩根大通 将英伟达目标股价从265美元上调至280美元；杰富瑞将其目标股价从275美元上调至300美元；梅利厄斯研究院将英伟达目标股价从380美元上调至400美元。此前英伟达业绩财测均超预期，并宣布800亿美元股票回购计划。 芯片巨头英伟达（ Nvidia ）周三公布了创纪录的销售额和利润，得益于对数据中心计算需求的激增以及人工智能（AI）智能体的迅猛崛起。 截至4月的财季，该公司销售额达到816亿美元，较上年同期增长85%，比FactSet调查的分析师预测的789亿美元高出3.4%。当季净利润为583亿美元，达到上年同期的三倍多，比分析师预测的429亿美元高出36.5%。 “需求呈几何级数增长，”首席执行官黄仁勋（Jensen Huang）在与分析师的电话会议上表示。“原因很简单：智能体化AI的时代已经到来。” 该公司还宣布了两项对股东有利的举措：一项800亿美元的股票回购计划，并将季度现金股息从每股1美分提高到25美分。首席财务官科莱特．克雷斯（Collette Kress）在电话会议上表示，该公司计划今年将50%的自由现金流返还给股东。 责任编辑：王永生

Getty Images My analysis has been focussed on the tech sector, as many of you may know. In recent times, there are few areas that are hotter than the memory space. Mid last month, I reiterated my strong buy rating on Micron ( MU ), but surprisingly, I haven't yet initiated coverage on Sandisk Corporation ( SNDK ). As you can see in the stock price chart below, the stock has surged an eye-popping nearly 3500% in the past 52 weeks. The memory giant reported their latest earnings results on the final day of April, and today I have decided that it is time for me to start covering one of the most important global NAND suppliers. Seeking Alpha Below, it is shown that their fiscal third quarter was highly robust. Growth is accelerating at an extraordinary pace, and margins are exploding as a demonstration of their immense pricing power. Sandisk also provided promising Q4 guidance, and despite some risks that will be discussed, the outlook seems secure at this point due to the continuing buildout of AI infrastructure. While some may point to the 3500% stock rally as an indication of a bubble forming, I would say that a look at the valuation shows that the company is actually still undervalued right now based on the fundamentals. Therefore, I have decided to initiate Sandisk at a buy rating. Growth is Breathtaking Sandisk Q3 Presentation For their FY2026 Q3, top line results were truly breathtaking and show just how strong the tailwinds are right now for their business. For the company as a whole, Sandisk generated revenues of $5.95 billion, up 251% YoY or 97% QoQ. Either way, there has been an incredible amount of acceleration from the results in their Q2, and so momentum is clearly strengthening for their business. The company also obliterated analyst expectations as they beat them by $1.22 billion. This is a mind-blowing amount of outperformance and shows that we are witnessing something truly extraordinary. In terms of performance by end market, there is little question ...

From TACO to FOMO: How retail traders turned Trump-driven volatility into a playbook Reuters

Amazon (AMZN) Climbs 2.1% on AI Push and AWS Momentum, but Heavy Spending Raises Questions Amazon (AMZN) stock rises 2.1% on AWS AI momentum and Trainium chip growth, but surging capex and weak cash flow raise risks. Written by: Arslan Butt • • 3 min read • Quick overview AMZN shares rose over 2% as investors shifted focus to AI and cloud infrastructure, closing at $265.01. Amazon Web Services (AWS) announced OpenAI-compatible API support for SageMaker, enhancing its position in enterprise AI. Despite concerns over rising capital expenditures and declining free cash flow, Amazon's retail margins and advertising revenues are improving. The company's long-term strategy emphasizes AI infrastructure, with significant investments in custom chips and logistics automation. Shares of AMZN rose more than 2% Wednesday as investors continued rotating into mega-cap AI and cloud infrastructure names. The stock closed at $265.01, near session highs, as optimism around Amazon Web Services (AWS), AI investments, and improving retail margins outweighed concerns about surging capital expenditures and weakening free cash flow. The latest catalyst came from AWS announcing OpenAI-compatible API support for Amazon SageMaker AI endpoints — a move aimed at making it easier for developers to build and deploy generative AI applications on AWS infrastructure. The announcement reinforces Amazon’s increasingly aggressive push to position AWS as one of the central platforms powering enterprise AI adoption. AWS and AI Are Becoming Amazon’s Core Growth Story Amazon’s investment narrative is rapidly shifting away from traditional e-commerce and toward AI infrastructure, cloud computing, and enterprise software. AWS remains the company’s most important profit engine. The cloud unit continues benefiting from: Generative AI demand Enterprise cloud migration AI model deployment Custom AI chip adoption Large-scale data processing One key area drawing attention is Amazon’s Trainium AI chips. The company ...

IPO之后，马斯克或将成为全球首个万亿富翁。 史上最大IPO要来了。美东时间周三，SpaceX 正式向美国证券交易委员会（SEC）提交了 S-1 招股书。该公司的融资目标为750亿美元，估值有望冲击1.75万亿美元至2万亿美元。如果顺利上市，这意味着SpaceX将直接空降全球科技巨头市值前列，并打破沙特阿美石油公司保持的全球最大IPO 纪录。 招股书中，SpaceX声称已锁定“人类史上最大的可服务市场”，潜在总价值高达28.5万亿美元。 很快，又一枚“重磅炸弹”抛出。据知情人士透露，OpenAI已全面加速上市进程，最快将于本周五提交秘密招股书，目标直指 9月份进行万亿美股大盘的超级上市。 两家AI时代超级公司的IPO“撞车”，预计将拉开一场抢夺全球机构资本的大战。 当前的AI竞争已不仅是技术之争，更是资本与叙事之战。SpaceX投资人、Fusion Fund创始人张璐在接受第一财经记者采访时表示，这将是一场史无前例的资本“虹吸”，如果SpaceX能抢先一步完成IPO，将对其他冲击上市的AI对手OpenAI、Anthropic等形成打击。 当天，美股太空探索板块、商业航天板块均走高，涨幅分别为2.52%、2.4%。国内方面，5月21日A股商业航天概念股开盘后震荡。 星链是“印钞机”，AI最烧钱 如今的SpaceX已经不再只是传统意义上的航天公司。今年2月，马斯克宣布旗下 SpaceX 正式收购人工智能初创公司 xAI。当时张璐对第一财经记者表示：马斯克或许希望在OpenAI上市之前抢先上市。合并不仅是商业节奏的考量，也隐隐透着马斯克与OpenAI 创始人山姆·奥尔特曼之间微妙的竞争关系。 对于SpaceX的上市计划，她对记者说：“马斯克要讲述的，是一个从地面智能到太空智能、从算力到数据的全链条故事。而且过去他也一直擅长打造系统级生态。” 从招股书看，SpaceX业务主要包括太空、连接以及人工智能三大板块，也就是外界熟知的航天、星链以及AI业务。其中，真正支撑现金流的业务并非火箭发射，而是卫星互联网业务星链。 文件显示，SpaceX 在 2023 年、2024 年和 2025 年的营收分别为103.87亿美元、140.15亿美元、186.74亿美元，净利润分别为-46.28亿美元、7.91亿美元、-49.37亿美元。到了今年第一季度，该公司收入46.94亿美元，同比增长...

TD Cowen Maintains NVIDIA(NVDA.US) With Buy Rating, Maintains Target Price $275 富途牛牛

Jamie Dimon said interest rates may climb much higher from current levels, a warning to bond investors at a time when yields have touched multi-year highs. “They could be much higher than they are today,” the chairman and chief executive of JPMorgan Chase & Co. said in an interview with Bloomberg Television. “We may have gone from a saving glut to not enough savings.” Dimon’s view comes as long-dated bonds have come under pressure on concern that higher oil prices may compel central banks to raise interest rates. Add in worries over government spending in Japan, the UK and the US, as well as an artificial intelligence boom supporting growth in the world’s biggest economy, and investors have been seeking greater compensation to own longer-maturity debt. “We do not know when the world gets too scared about that, when inflation makes it where people don’t want to hold long-term duration securities,” he said. “It is going to hit.”

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Alphabet's Google unit is launching a new line of AI-powered smart glasses with real-time translation and voice navigation features. The glasses are being developed in partnership with eyewear brands including Warby Parker and Gentle Monster. This marks Google's return to the consumer wearable space with Gemini-powered hardware beyond laptops and smartphones. For investors watching NasdaqGS:GOOGL, this move into AI smart glasses adds another hardware angle to a business that is still mostly associated with software and cloud services. The stock last closed at $388.91 and has gained 23.4% year to date and 131.5% over the past year, with a very large 3 year and 5 year return profile. Those returns indicate that the market has already priced in a significant amount of optimism around Alphabet, so fresh hardware initiatives may draw extra attention. The renewed push into wearables also extends the Gemini ecosystem into everyday accessories that people already wear. As Meta and Apple step up their own AI hardware efforts, Google’s partnerships with established eyewear brands could be important for adoption, design quality and consumer trust. Investors may want to watch how quickly these glasses reach shelves and whether they start to feature meaningfully in Alphabet’s reported hardware segment over time. Stay updated on the most important news stories for Alphabet by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Alphabet. NasdaqGS:GOOGL Earnings & Revenue Growth as at May 2026 📰 Beyond the headline: 1 risk and 2 things going right for Alphabet that every investor should see. Alphabet’s AI-powered smart glasses partnership is another step in taking Gemini out of phones and laptops and into everyday life. Working with Warby Parker, Gentle Monster and Samsung gives Googl...

格隆汇5月21日｜摩根大通将英伟达的目标价从265美元上调至280美元。

Borr Drilling press release ( BORR ): Q1 GAAP EPS of -$0.09 misses by $0.05 . Revenue of $247M (+14.0% Y/Y) misses by $5.36M . First Quarter Adjusted EBITDA1 of $88.5 million, a decrease of $16.7 million or 16% compared to the fourth quarter of 2025. The company's cash and cash equivalents as of March 31, 2026 were $246.0 million, compared to $379.7 million as of December 31, 2025. Net cash provided by operating activities for the first quarter of 2026 was $48.1 million. More on Borr Drilling Borr Drilling: Recent Pullback Provides Buying Opportunity (Rating Upgrade) Borr Drilling Limited (BORR) M&A Call Transcript Borr Drilling: Share Price Is Not Supported By Future Revenues Borr Drilling Q1 2026 Earnings Preview Borr Drilling to raise $250M via convertible notes offering due 2033

格隆汇5月21日｜巴基斯坦KSE-100指数开涨1.2%，报167,069.80点。

P/E is a common yardstick for profitable companies because it links what you pay for the stock directly to the earnings it is currently generating. It helps you see how many dollars investors are willing to pay today for each dollar of current earnings. Our Discounted Cash Flow (DCF) analysis suggests Meta Platforms is undervalued by 18.6%. Track this in your watchlist or portfolio , or discover 51 more high quality undervalued stocks . Pulling these projections together, the DCF model arrives at an estimated intrinsic value of $742.94 per share. Compared with the current share price, this implies Meta Platforms stock trades at about an 18.6% discount to that estimate. On this cash flow view, the shares appear to be trading below the model’s estimate of intrinsic value. For Meta Platforms, the model uses a 2 Stage Free Cash Flow to Equity approach based on cash flow projections. The latest twelve month free cash flow is about $64.50b. Analyst estimates and extrapolations from Simply Wall St project free cash flow reaching about $78.00b by 2030, with a series of annual projections in between, all converted into today’s value using a discount rate. A Discounted Cash Flow model takes estimates of a company’s future cash flows and discounts them back to today’s dollars, aiming to show what those cash flows might be worth right now. Right now, Meta Platforms holds a valuation score of 4 out of 6 , and the sections ahead will break that down using different valuation approaches, before finishing with a framework that can help you put all those methods into a bigger picture. Recent headlines have focused on Meta Platforms' ongoing investment in AI infrastructure and new product features across its social platforms. This has kept attention on both future growth optionality and spending needs. At the same time, market commentary has highlighted regulatory scrutiny and competition in digital advertising, which can influence how investors think about risk around the stock. The...