中芯國際(00981)出現大手買入11.55萬股，成交價$76.05，涉資878.378萬 AASTOCKS.com

A股三大指数午后全线翻绿，创业板指此前一度涨超2% 2026-05-21 13:58:24 来源： 同花顺7x24快讯 分享 文章提及标的 创业板指 --

21世纪经济报道记者 倪雨晴 5月21日，英伟达公布了2027财年第一季度（按自然年，截至2026年4月26日）业绩，增长一如既往地超出预期。 财报显示，英伟达（NVIDIA）在本季度营收达到816亿美元，同比增长85%，净利润583亿美元，同比增长211%。其中，数据中心业务收入达到752亿美元，继续成为AI浪潮下最核心增长引擎。 （图源：英伟达官网） 与此同时，英伟达还给出了高达910亿美元的下一季度营收指引，明显超过华尔街此前约870亿美元的预期，再次强化市场对全球AI基础设施投入周期的信心。 财报发布后，市场反应却并非单边狂欢。虽然业绩与指引继续“炸裂”，但英伟达盘后股价一度震荡回落，最终收盘价为223.47美元/股，上涨1.3%，市值为5.41万亿美元。 2026年以来，英伟达股价上涨约20%，市场对英伟达的预期一直被推高，而英伟达一直在超越预期。财报发布前，多家华尔街机构就已经上调英伟达目标价。 英伟达创始人兼CEO黄仁勋继续看好AI的未来，他表示：“AI工厂的建设，是人类历史上规模最大的基础设施扩张，并且正以惊人的速度加速推进。” 与此同时，市场对本次财报的关注点也在发生变化，相比“只看增长”的阶段，投资者更在意“增长还能持续多久”。 一方面，Blackwell平台进入全面放量周期，Rubin正在路上，AI训练与推理需求能否继续高速扩张，将决定英伟达未来几个季度的增长斜率；另一方面，AI资本开支回报压力、ASIC定制芯片崛起、中国市场变数，都开始成为影响其长期估值的新因素。 不过，英伟达正在加强资本回报，并展示增长信心。公司宣布新增800亿美元股票回购，并将每股季度股息从0.01美元大幅提高至0.25美元。 数据中心猛增92%，业务框架大调整 从财报数据来看，Blackwell平台的全面放量，已经成为英伟达本季度最核心的增长 驱动力 。具体来看，英伟达数据中心业务收入则达到752亿美元，同比增长92%。 其中，Blackwell相关产品成为绝对主力。相比此前以H100为代表的训练型GPU时代，如今的Blackwell已经不再只是单纯的AI芯片，而是完整的AI基础设施平台。 下一代Vera Rubin将在第三季度到来。黄仁勋在财报电话会上表示，2027财年下半年开始出货的下一代AI计算平台Vera Rubin开局态势十分强劲，预计其“将比Grace Bl...

The Hartford ( HIG ) declares $0.60/share quarterly dividend , in line with previous. Forward yield 1.76% Payable July 2; for shareholders of record June 1; ex-div June 1. See HIG Dividend Scorecard, Yield Chart, & Dividend Growth. More on The Hartford The Hartford: Strong Cash Flows, But Not A Clean Growth Story The Hartford Insurance Group, Inc. 2026 Q1 - Results - Earnings Call Presentation The Hartford Insurance Group, Inc. (HIG) Q1 2026 Earnings Call Transcript Hartford outlines Business Insurance expense ratio below 30% by end of 2027 while planning 30 agency states by early 2027 The Hartford Q1 2026 Earnings Preview

Financial Institutions ( FISI ) declares $0.32/share quarterly dividend , in line with previous. Forward yield 3.65% Payable July 2; for shareholders of record June 12; ex-div June 12. See FISI Dividend Scorecard, Yield Chart, & Dividend Growth. More on Financial Institutions Financial Institutions, Inc. (FISI) Shareholder/Analyst Call Prepared Remarks Transcript Financial Institutions, Inc. (FISI) Q1 2026 Earnings Call Transcript Financial Institutions, Inc. 2026 Q1 - Results - Earnings Call Presentation Financial Institutions targets 5% loan growth and full-year net interest margin in the upper 360s Seeking Alpha’s Quant Rating on Financial Institutions

TrustCo Bank ( TRST ) declares $0.38/share quarterly dividend , in line with previous. Forward yield 3.02% Payable July 1; for shareholders of record June 5; ex-div June 5. See TRST Dividend Scorecard, Yield Chart, & Dividend Growth. More on TrustCo Bank TrustCo Bank Corp NY (TRST) Q1 2026 Earnings Call Transcript TrustCo signals 2026 recurring noninterest expense of $26.7M-$27.3M per quarter while prioritizing 2M-share buyback Dividend scorecard for TrustCo Bank Financial information for TrustCo Bank

Willis Towers Watson ( WTW ) declares $0.96/share quarterly dividend , in line with previous. Forward yield 1.51% Payable July 15; for shareholders of record June 30; ex-div June 30. See WTW Dividend Scorecard, Yield Chart, & Dividend Growth. More on Willis Towers Watson Willis Towers Watson Public Limited Company (WTW) Q1 2026 Earnings Call Transcript Willis Towers Watson Public Limited Company 2026 Q1 - Results - Earnings Call Presentation AI Disruption Fears Create An Opportunity In Willis Towers Watson Four insurance brokers upgraded to Buy at Citi Wtw narrows 2026 R&B outlook to mid-single digits while maintaining at least $1b in share repurchases

Crown Castle ( CCI ) declares $1.0625/share quarterly dividend , in line with previous. Forward yield 4.59% Payable June 30; for shareholders of record June 15; ex-div June 15. See CCI Dividend Scorecard, Yield Chart, & Dividend Growth. More on Crown Castle Crown Castle: The 2026 Reset Paves The Way For A Re-Rating Crown Castle Inc. 2026 Q1 - Results - Earnings Call Presentation Crown Castle Inc. (CCI) Q1 2026 Earnings Call Transcript Crown Castle reiterates 2026 outlook with ~$1B buyback plan and $65M annualized cost reduction Crown Castle Q1 earnings fall less than feared

Keurig Dr Pepper ( KDP ) declares $0.23/share quarterly dividend , in line with previous. Forward yield 3.2% Payable July 10; for shareholders of record June 26; ex-div June 26. See KDP Dividend Scorecard, Yield Chart, & Dividend Growth. More on Keurig Dr Pepper Keurig Dr Pepper: Good Dividend And Excellent Growth Prospects At A Bargain Price Keurig Dr Pepper: Valuation And Technical Opportunities Should Quench Your Gain Thirst Keurig Dr Pepper: A Beverage Portfolio Worthy Of Entry (Rating Upgrade) Coca-Cola posts best quarter in years, putting a spotlight on staples ETFs KDP reaffirms 2026 net sales of $25.9B-$26.4B while targeting separation readiness by end of 2026

图源ZuriQ 瑞士工程科技公司ZuriQ成立于2024年，公司致力于研发新型彭宁离子阱处理器。该处理器利用静电场和均匀磁场约束离子，实现芯片上方量子比特的自由移动和三维重构，可大幅增加离子阱量子计算机可处理的量子比特数量，极大增强其计算能力。 ZuriQ是苏黎世联邦理工学院的衍生公司，由Pavel Hrmo、Tobias Sägesser与Shreyans Jain共同创立。Pavel Hrmo为公司首席执行官，拥有帝国理工学院受控量子动力学博士学位，曾担任苏黎世联邦理工学院和因斯布鲁克大学博士后研究员，在离子阱、推进量子控制和扩展计算方面拥有10多年经验。Tobias Sägesser为公司首席技术官，拥有苏黎世联邦理工学院博士学位，曾在Sensirion从事研发工作。Shreyans Jain为公司首席科学官，拥有苏黎世联邦理工学院博士学位。 图源ZuriQ 离子阱技术一直是量子计算领域中最有效的技术之一。离子阱量子计算机使用带电原子（离子）作为量子比特（量子信息的基本单元），通过电场和磁场将离子束缚在特定位置，并经过激光控制离子进行计算。离子阱技术拥有量子比特质量高、相干时间长、门保真度高等优势，计算性能稳定且精确。但离子阱技术依赖具有一维结构的离子链来实现量子比特的存储，而一维链难以扩展，无法将量子比特扩展到数千量级。 图源ZuriQ ZuriQ研发了新型彭宁离子阱处理器，该处理器利用静电场和均匀磁场将离子约束在芯片上方，并能让其在二维与三维空间中自由重构和移动，从而极大增强离子阱量子计算机的计算能力。 量子比特是量子计算里的信息单位，其利用量子系统的量子态来存储和处理信息；能够被稳定控制的量子态，就可被用作量子比特。目前市场上主要使用射频振荡场进行离子捕获，将离子限制在一维链状结构中。 ZuriQ采用了均匀磁场和直流四极电场（称为彭宁阱）代替射频场，使离子可以排列成二维与三维结构，并能更灵活地在离子间交换量子信息。为了捕获离子，ZuriQ在芯片上放置电极以施加静电场，并将整个芯片置于平行于电极平面的均匀磁场中，这样离子会被捕获在电场和磁场共同作用形成的稳定势阱中，此时电场强度变为零；再通过控制电场，就可实现势阱位置在三维空间中的任意移动。由于离子带电，离子之间通过库仑力相互作用实现量子信息交换。为了在任意两个量子比特之间执行双量子比特门操作，ZuriQ缩...

格隆汇5月21日｜国海证券研报指出，景津装备利润持续修复，看好公司2026年业绩好转。2026Q1公司实现收入13.6亿元，同比-3.5%；实现归母净利润1.2亿元，同比-26%。盈利能力环比改善。2026Q1公司合同负债24.85亿元，较2025年底基本持平。有色CAPEX上行+锂电扩产（来源于中国能源报）有望拉动公司订单好转。首次覆盖，给予“增持”评级。

Hong Kong’s privacy watchdog has warned of a new scam in which fraudsters impersonate an electrical appliance retailer to offer compensation or product replacements, with losses totalling HK$17,000 (US$2,170) in one case. A spokesman for the Office of the Privacy Commissioner for Personal Data said on Thursday that it had received 24 complaints and seven inquiries in recent months related to such claims. All complainants were customers of the electrical appliance brand Built-in Pro. “Even if callers can allude to your personal data, you should think twice before disclosing any further personal data or making any payment to the callers if you are in doubt about their identities,” the spokesman said. Advertisement He told the South China Morning Post that the cases were recorded over the past six months, with complaints rising recently. All 24 complainants, who had previously made purchases from the brand, received calls from individuals claiming to be staff members of the retailer, alleging that the appliances were defective. The Office of the Privacy Commissioner for Personal Data has received 24 complaints and seven inquiries in recent months related to the scam. Photo: Jelly Tse The callers then offered compensation or product exchanges but asked customers to make immediate payments.

百度集團－ＳＷ(09888)出現大手買入4.28萬股，成交價$127.5，涉資545.7萬 AASTOCKS.com

中芯國際(00981)出現大手買入13.9萬股，成交價$76.3，涉資1.061千萬 AASTOCKS.com

中芯國際(00981)出現大手買入10.75萬股，成交價$76.3，涉資820.225萬 AASTOCKS.com

Editor's note: Seeking Alpha is proud to welcome Alexandru Dragut as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » jetcityimage/iStock Editorial via Getty Images In my view, the market is mispricing Charter Communications, Inc. ( CHTR ) because investors are treating the company as a declining broadband business rather than a network operator nearing the end of a temporary investment cycle. I believe Charter Communications is intentionally operating through an elevated capital spending period that should peak in 2026 before normalizing materially by 2027–2028. According to management commentary during Q1 2026 earnings call , the company is nearing completion of its network evolution and rural expansion programs, which together pressured free cash flow over the last several years. Once these projects are largely completed, I believe Charter could generate materially higher free cash flow even without meaningful revenue growth. Charter provides broadband internet, mobile, video, voice, and advertising services through its Spectrum brand across 41 states. According to the company’s latest annual filings , residential and SMB recurring subscription revenue still represents the overwhelming majority of the business. In my opinion, Charter is best understood as a highly leveraged network utility converting large upfront infrastructure investments into recurring subscription cash flows over decades. I believe the core misunderstanding is that current free cash flow reflects peak investment spending rather than normalized earnings power. Today, investors primarily focus on: elevated leverage, broadband subscriber losses , aggressive competition, and depressed free cash flow. However, I think the more important question is what Charter looks like after the CAPEX cycle normalizes. If operat...

駐京辦與商會合辦分享會 探討「十五五」及一帶一路機遇 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】香港駐京辦聯同中國香港（地區）商會舉辦分享會，圍繞「十五五」規劃以及在一帶一路建設中香港的機遇。署理駐京辦主任袁嘉諾指，活動有助介紹香港投資推廣環境。 署理駐京辦主任袁嘉諾：「我們現在的策略主要有以下幾方面，包括第一是主動招攬企業來港，第二是提供一些專業配對，尤其是今年4月貿易發展局已經正式推出一個叫做『出海全球通』的平台，是集合了8個界別的專業服務提供者，是可以為一些已經來到香港的內地出海企業，提供一些個人式專業的諮詢和支援，希望可以透過他們經過香港，可以有序地向外發展。」

中芯國際(00981)出現大手賣出7.6萬股，成交價$76.4，涉資580.64萬 AASTOCKS.com

记者今天从国家数据局了解到，广西南宁面向东盟区域的数据领域国际合作试点已正式启动，成为国家首批数据领域国际合作试点城市之一。国家数据局表示，支持南宁开展面向东盟区域的数据领域国际合作试点，希望广西充分发挥面向东盟开放合作的区位优势，在打造互联互通的数据基础设施、培育普惠高效的跨境服务生态、拓展多元赋能的数字合作场景等方面大胆探索，形成一批可复制、可推广的制度成果和实践案例，为全国数据领域国际合作提供示范借鉴。（央视新闻）

mikkelwilliam AMD ( AMD ) Thursday announced more than $10B in investments across the Taiwan ecosystem to expand strategic partnerships and scale advanced packaging manufacturing for next-generation AI infrastructure. Working with strategic partners in Taiwan and globally, AMD ( AMD ) is advancing leading-edge silicon, packaging, and manufacturing technologies that enable higher performance, greater efficiency, and faster deployment of AI systems. “As AI adoption accelerates, our global customers are rapidly scaling AI infrastructure to meet growing compute demand,” said Dr. Lisa Su , Chair and CEO, AMD. ODM partners, including Sanmina, Wiwynn, Wistron, and Inventec, are helping to build AMD Helios-based systems powered by AMD Instinct MI450X GPUs, 6th Gen AMD EPYC CPUs, advanced networking solutions, and the AMD ROCm open software stack, helping scale the platform from design to high-volume manufacturing. AMD is collaborating with Taiwan -based ASE and SPIL, as well as other industry partners, to develop and qualify next-generation wafer-based 2.5D bridge interconnect technology. EFB architecture increases interconnect bandwidth and improves power efficiency, supporting “Venice” CPUs. Additionally, AMD Helios rack-scale platform deployment is on track for the second half of 2026, the company said. More on AMD AMD's CPU Opportunity Changes The Entire AI Narrative AMD Has An Nvidia Problem AMD: Priced Like A Leader, Operating In Nvidia's Shadow SA analyst upgrades/downgrades: TSLA, AMD, HR, CRWV AMD CEO meets with Chinese Vice Premier

mikkelwilliam AMD ( AMD ) Thursday announced more than $10B in investments across the Taiwan ecosystem to expand strategic partnerships and scale advanced packaging manufacturing for next-generation AI infrastructure. Working with strategic partners in Taiwan and globally, AMD ( AMD ) is advancing leading-edge silicon, packaging, and manufacturing technologies that enable higher performance, greater efficiency, and faster deployment of AI systems. “As AI adoption accelerates, our global customers are rapidly scaling AI infrastructure to meet growing compute demand,” said Dr. Lisa Su , Chair and CEO, AMD. ODM partners, including Sanmina, Wiwynn, Wistron, and Inventec, are helping to build AMD Helios-based systems powered by AMD Instinct MI450X GPUs, 6th Gen AMD EPYC CPUs, advanced networking solutions, and the AMD ROCm open software stack, helping scale the platform from design to high-volume manufacturing. AMD is collaborating with Taiwan -based ASE and SPIL, as well as other industry partners, to develop and qualify next-generation wafer-based 2.5D bridge interconnect technology. EFB architecture increases interconnect bandwidth and improves power efficiency, supporting “Venice” CPUs. Additionally, AMD Helios rack-scale platform deployment is on track for the second half of 2026, the company said. More on AMD AMD's CPU Opportunity Changes The Entire AI Narrative AMD Has An Nvidia Problem AMD: Priced Like A Leader, Operating In Nvidia's Shadow SA analyst upgrades/downgrades: TSLA, AMD, HR, CRWV AMD CEO meets with Chinese Vice Premier

Scapia, an Indian startup that combines travel booking with co-branded credit cards and mobile payments, has raised $63 million in a funding round led by General Catalyst, with existing investors Peak XV Partners and Z47 also participating. The deal comes despite a broader slowdown in fintech dealmaking. The all-equity round values assigns the startup a post-money valuation of more than $500 million, according to a source familiar with the matter, more than doubling its valuation from around $200 million in April 2025. The four-year-old outfit has raised $126 million to date from investors. That General Catalyst, one of the most prominent U.S. venture firms, is leading the round suggests that India’s travel-focused fintech market is drawing serious attention well beyond its home region. The funding comes as investors globally grow more selective in fintech bets after years of aggressive funding. In India, fintech funding remained largely flat in Q1 2026, while the number of deals fell by more than half from a year earlier as investors concentrated capital into fewer, larger deals, per a recent report by Tracxn. By contrast, the U.S. saw fintech funding grow sharply, driven by large rounds for a handful of companies in areas including AI and crypto infrastructure. Investors are betting Scapia can benefit from growing demand among younger Indians for apps that combine payments and travel bookings. Founded in 2022 by former Flipkart executive Anil Goteti, the startup’s app combines co-branded credit cards, UPI-based payments, travel bookings, and commerce in one place. UPI — India’s government-backed real-time payments network and one of the most widely used digital payment systems in the world — is central to how younger Indians move money today. Over the past year, Scapia said flight bookings on its platform grew nearly six times, while hotel bookings increased about eightfold, with smaller Indian cities driving a growing share of demand. Customer growth also rose se...

文章提及标的 网易-S -- 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。

中芯國際(00981)出現大手賣出7.2萬股，成交價$76.85，涉資553.32萬 AASTOCKS.com

立法會全體議員7月赴京研修考察7天 預算開支至少140萬元坐經濟客位 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】立法會安排全體議員7月19至25日到北京研修考察，七天行程包括拜訪港澳辦，參與關於國家五年規劃等專題講座，考察航天、人工智能等產業，人均預算開支15,600元。 立法會議員歷來首次全體組團到北京，參加國家事務研修考察。立法會文件說，活動旨在讓議員更好掌握中央的治國理念及發展策略戰略，了解國家五年規劃制定。 7天行程中，會拜訪港澳辦等重要機構，參與專題講座，涵蓋國家五年規劃、國際地緣政治格局等，亦會考察不同新產業，例如航天、新能源交通、人工智能等，亦會了解中國共產黨歷程、全國人大立法過程等。 至於今次考察的預算開支，每位議員15,600元，包含來回機票、旅遊保險、住宿、膳食、交通等費用，其中機票開支預計每人3,700元。文件註明由於航程少於4小時，所有參與者將獲安排坐經濟客位。 如果90名議員全體參與，預算開支至少達140萬元，內會星期五將審議考察建議，如果獲批准，開支將會記入議員在香港以外地方職務訪問的帳目。根據《內務守則》，每位議員的帳目有55,000元，可以在4年任期內使用，如果超出金額，議員須自行承擔。

AMD将在中国台湾投资100亿美元以拓展战略合作伙伴关系。（彭博） 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

格隆汇5月21日｜经纬天地(2477.HK)(新)股价暴跌，盘中一度跌超84%至0.77港元，股价创2025年1月以来新低，截至目前成交额放大至近34亿港元。该股一度在4月20日创出历史新高价7.085港元，目前价格较最高价回调89%。该股早前宣布拟将股份1拆4。与股份拆细生效后，公司的法定股本将为1000万元，分为80亿股经拆细股份，其中40亿股经拆细股份将为已发行及悉数缴足或入账列作悉数缴足。股份拆细与2026年4月21日(星期二)生效。

ALLEKO/iStock via Getty Images When I started to cover Pizza Pizza Royalty Corp. ( PZRIF ) ( PZA:CA ) from July to January , its value had gradually and steadily increased by 5.6%. It even increased to its one-year high of $16.74 in March. But on the next day, its value started to drop and went into a correction. I cannot blame the investors for this adverse reaction considering the market fears brought upon by wars, accelerating inflation, skyrocketing oil prices, and stiff competition among pizza chains. All this may have contributed to its softer performance, which also softened market expectations during the quarter. And more recently, its fundamentals reveal more weaknesses, which justify the downtrend. Now, its new valuation using price ratios shows that PZA is already at its correct level, but upside potential stays limited. Meanwhile, technicals are already oversold, but bearish tendencies are still strong. PZA Q1 2026: Challenges Intensified The restaurant market has faced a lot of challenges in the past year. From stubborn inflation and intense competition to softer discretionary spending, the impact on sales and margins of many players has been evident. Even those operating in a low-cost business model like Pizza Pizza Royalty Corp. felt the impact as headwinds intensified in recent months. Before I proceed, note that all numbers will be in CAD. In Q1 2026, its operating revenue or royalty income amounted to $9.39M , down by -3.5% YoY from $9.74M. This was much weaker than in my previous coverage, which had positive YoY growth. In fact, this was its weakest performance ever since I started covering PZA, and the first time it had negative change in revenue since Q4 2024. This reflected the mounting impact of inflationary headwinds and competition among pizza chains. Income Statement (Seeking Alpha ) Its royalty income dropped because the sales of restaurants within its royalty pool dropped to $145.83M versus $151.32M. This was a -3.6% YoY decrease despite ...

国债期货走弱 30年期主力合约跌超0.3% 2026-05-21 13:50:17 来源： 同花顺7x24快讯 分享 国债期货走弱，30年期主力合约盘中跌0.30%，现报113.010元。10年期跌0.15%，现报108.96元。5年期跌0.08%，现报106.48元。2年期跌0.02%，现报102.66元。