On May 15, 2026, Granahan Investment Management, LLC disclosed it sold 1,593,143 shares of Zeta Global (NYSE:ZETA) in the first quarter, an estimated $29.50 million trade based on quarterly average pricing. According to a SEC filing dated May 15, 2026, Granahan Investment Management, LLC reduced its stake in Zeta Global (NYSE:ZETA) by 1,593,143 shares during the first quarter. The estimated transaction value was $29.50 million, based on the average closing price for the period. The fund’s quarter-end position value in Zeta Global declined by $36.96 million, a figure that includes both the impact of the share sale and changes in the stock’s price. Zeta Global is a technology company specializing in software applications for marketing automation and consumer data analytics. It leverages proprietary machine learning algorithms and a large opted-in data set to deliver actionable insights for enterprise customers. Its scalable cloud platform and integrated product suite position it competitively in the data-driven marketing technology sector. Continue reading

GoodLifeStudio/iStock Unreleased via Getty Images Yesterday, Booking ( BKNG ) CEO Glenn Fogel appeared at the JP Morgan Annual TMT Conference. On the same day, Brian Chesky from Airbnb ( ABNB ) released their annual summer release. Both companies are increasingly encroaching into each other’s territories, so it was interesting to hear them both on the same day. Both CEOs wanted to establish the long-term resilience of travel demand. It is a common observation among investors that travel demand is highly discretionary in nature and hence can be vulnerable to near-term macro uncertainties. It kind of reminds me of the common trap many investors find themselves in for companies that generate revenue from advertising. Haven’t we all heard how Google ( GOOG ) ( GOOGL ) and Meta’s ( META ) advertising revenues are “cyclical,” even though it can be really, really hard to see a “cycle” if you take a look at their financials? Never mind that the very nature of direct response advertising is fundamentally different from brand advertising from our grandparents days. Similarly, while travel demand can indeed be deeply affected in the near term by a multitude of macro factors (war, recession, oil price, pandemic… take your pick), one of the higher conviction predictions you can perhaps make about the next couple of decades is that the average number of trips per thousand people globally will keep increasing. Fogel reminded us that such a secular tailwind is still very much in place: “…long term, travel has always in the past, and I absolutely believe always in the future, will be a growth industry. No matter how you want to measure it, you can look back over a number of implements, you can go back and just look at any statistics about total spend on travel. It has exceeded global GDP by 1% to 2% for a very, very, very long time.And it’s obvious to see why. As people get wealthier, they generally want to travel more. You have the basics of people who are too poor to travel, enter...

港股異動| 中芯國際(00981)高開逾3% 發行股份購買中芯北方49%股權事項獲證監會同意註冊批覆 富途牛牛

格隆汇5月22日｜隔夜美股道指涨0.55%创新高，光通信、存储概念股大涨，亚太股市盘初集体上涨。昨日走弱的港股三大指数今日应声高开，恒指、国企指数均上涨1.01%，恒生科技指数涨1.57%。大型科技股全线上涨，阿里巴巴涨1.75%，百度涨1.58%，小米、美团、快手涨超1%；受美股存储股大涨带动，港股存储半导体股继续强势，澜起科技涨4.57%，兆易创新涨4%，昨日拉升的自动驾驶概念股持续上涨。另外，光伏股、濠赌股、香港本地地产股部分走低。(格隆汇)

恒生指數開高255點，報25,641點。 聯想集團開高百分之4.86。中芯國際開高百分之3.57。網易開高百分之3.49。

美軍據報下月在鹿兒島軍演部署中程導彈 外交部指佐證日本加速再軍事化 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】據報美軍計劃六月初與日本軍演期間，在鹿兒島縣部署堤豐中程導彈系統，結束後轉移至駐日美軍基地。在北京，外交部堅決反對美方做法，又指此舉佐證日本加速再軍事化，敦促日糾正錯誤做法 。 外交部發言人郭嘉昆：「長期以來包括日本在內的亞洲多國民眾反對聲音不絕於耳。中方敦促美方、日方正視地區國家呼聲，糾正錯誤做法，以實際行動為地區和平穩定，發揮正面作用。此舉也是日本加速再軍事化的又一佐證，種種跡象表明，日本右翼勢力正在謀求對軍事能力進行整體重構，為所謂長期戰爭做準備。」

From a grotesque 230% valuation gap to a ticking energy crisis, this unstoppable market is more fragile than it looks.

From a grotesque 230% valuation gap to a ticking energy crisis, this unstoppable market is more fragile than it looks.

格隆汇5月22日｜中国央行：今日开展1530亿元7天逆回购操作，投标量1530亿元，中标量1530亿元，操作利率为1.40%，与此前持平。因今日有5亿元7天期逆回购到期，当日实现净投放1525亿元。本周，中国央行开展3045亿元7天期逆回购操作，因本周有30亿元7天期逆回购到期，本周实现净投放3015亿元。

导读： ①大盘冲高回落全线大跌，沪指失守 4100 点，后续修复力度成观察要点；②半导体板块集中获利兑现跳水，本轮反弹核心品种静待止跌企稳；③人形机器人赛道逆势走强，能否接力成为市场新领涨方向值得关注；④玻璃基板题材异动，资金或转向低位具备预期差的 AI 细分领域。 昨日市场冲高回落，午后更是呈现单边下挫走势，三大指数均跌超2%，沪指失守4100点。当短线风险充分释放后，后续市场的修复力度或成为值得关注的重点。 盘面上，半导体芯片产业成为盘中跳水的主力，东芯股份、利扬芯片、华特气体、富创精密、欧莱新材等跌超10%，中芯国际、寒武纪、海光信息、拓荆科技等权重冲高回落收出放量长阴。在连续多日的上涨后，半导体设备方向累积了较多的获利盘，所以昨日受消息面刺激再度冲高后短线情绪趋于高潮，遭遇了短期集中兑现的情形。但作为本轮市场反弹周期的核心，何时能够止跌企稳，依旧是后市关注的重点。 机器人方向昨日逆势活跃，消息面上，5月21日，特斯拉最后一批Model S/X车型下线，这条产线将很快改造为特斯拉人形机器人的产线。作为通用化程度高、高度集成和智能化的机器人，人形机器人既需要极强的运动控制能力，也需要强大的感知和计算能力。产业链涉及AI、机械制造、运动控制、传感器等诸多先进技术和创新，软件和硬件的有效融合，实现机器人的功能和性能优化。后市能否接棒AI硬件与半导体成为市场领涨新核心或是值得关注的重点。 此外玻璃基板同样于昨日盘中有着亮眼表现，引爆这一题材的核心在于京东方与康宁签署合作备忘录，双方将围绕玻璃基封装载板、可折叠玻璃、钙钛矿玻璃基板、光互连相关应用等重点领域开展合作。预计随着AI硬件权重在高位陷入整理，后续资金对于AI产业炒作重心或更为偏向那些位阶较低，且具一定预期差的新细分方向。

Samsung workers begin voting on pay deal, some non-chip employees to oppose it Reuters

港股开盘，恒生指数高开1.01%，恒生科技指数高开1.57%。网易-S高开3.49%，财报显示，2026年第一季度网易净收入为306亿元，同比增加6.1%。蔚来-SW高开2.75%，一季度实现经营利润6,680万元，连续两个季度盈利。

央行开展1530亿元7天期逆回购操作 2026-05-22 09:21:43 来源： 同花顺7x24快讯 分享 央行公告，2026年5月22日，中国人民银行以固定利率、数量招标方式开展了1530亿元7天期逆回购操作，操作利率为1.40%，投标量与中标量均为1530亿元。(央行)

Smith, in a televised address, said the question being put to Albertans this coming autumn will be be: "Should Alberta remain a province of Canada or should the Government of Alberta commence the legal process required under the Canadian Constitution to hold a binding provincial referendum on whether or not Alberta should separate from Canada?"

Source: Bloomberg, 0:00

格隆汇5月22日｜WTI原油期货涨幅扩大至2%，报98.291美元/桶。

美團－Ｗ(03690)出現大手賣出32.28萬股，成交價$83.1，涉資2.682千萬 AASTOCKS.com

百度集團－ＳＷ(09888)出現大手賣出16.89萬股，成交價$128.5，涉資2.17千萬 AASTOCKS.com

“We Must Leap Forward Into New Energy” - Canaccord’s Inaugural Nuclear Nexus Conference A new report from Canaccord Genuity captures the main threads from the firm’s first Nuclear Nexus conference, where fission and fusion developers, academics, and investors gathered to confront the practical barriers to scaling nuclear power. The event highlighted a shared recognition that surging electricity demand from AI data centers “finds itself bottle-necked by the physical reality of the grid ”, forcing a hard look at fuel supply chains, regulatory timelines, and technology choices that can actually deliver power this decade. The forum set out to connect the established track record of fission with the still-developing promise of fusion. Participants framed the two paths as complementary: one centered on controlled separation to release energy at scale, the other on forcing materials together under extreme conditions to achieve the same goal. Canaccord’s summary presents this tension as more than rhetoric, noting that Western nuclear deployment has lagged for decades, while Asia and Russia have moved ahead, driving up costs and exposing fuel vulnerabilities . Oklo CEO Jacob DeWitte outlined the company’s Aurora Powerhouse , a liquid sodium-cooled fast reactor drawing on proven EBR-II technology and a build-own-operate model. He stressed the importance of securing a domestic HALEU supply chain through Idaho National Laboratory and Centrus , with longer-term options that include spent fuel reprocessing and access to government plutonium reserves suited to fast reactor designs. The discussion tied directly into broader concerns about Western dependence on foreign enriched uranium sources . MIT professor Jacopo Buongiorno highlighted how the lack of recent construction experience in the West has roughly doubled nuclear build costs compared with earlier decades. He noted that small modular reactors are more likely to provide financing flexibility than dramatically lower electric...

格隆汇5月22日｜Take-Two互动软件(TTWO.US)夜盘涨超6%，报252.51美元。消息面上，Take-Two互动软件公布第四财季业绩，营收同比增长6.3%至16.8亿美元，超过分析师预期，净预订额15.8亿美元；每股亏损收窄至0.32美元，分析师普遍预期每股亏损0.57。Take-Two正式确认《GTA6》将于2026年11月19日在PlayStation 5和Xbox Series X|S平台发售。公司首席执行官Strauss Zelnick在电话会上称《GTA6》可以说是有史以来最受期待的娱乐产品，并宣布营销活动将于今年夏季正式启动，6月下旬将全面铺开预热，定价与预购信息预计同期公布。(格隆汇)

(RTTNews) - The Hong Kong stock market has moved higher in consecutive trading days, improving more than 380 points or 1.4 percent along the way. The Hang Seng Index now rests just above the 26,160-point plateau and it may open higher again on Monday. The global forecast for the Asian markets is upbeat on optimism over the outlook for interest rates. The European and U.S. markets were up and the Asian bourses are expected to follow that lead. The Hang Seng finished modestly higher on Friday following gains from the financial shares and technology stocks, while the properties were mixed. For the day, the index gained 192.17 points or 0.74 percent to finish at 26,160.15 after trading between 26,063.99 and 26,239.96. Among the actives, Alibaba Group fell 0.17 percent, while Alibaba Health Info rallied 2.25 percent, ANTA Sports and Hang Lung Properties both gained 0.23 percent, China Life Insurance climbed 1.22 percent, China Mengniu Dairy dropped 0.42 percent, China Resources Land shed 0.20 percent, CITIC added 0.43 percent, CNOOC improved 0.50 percent, CSPC Pharmaceutical plummeted 3.90 percent, Galaxy Entertainment soared 2.58 percent, Haier Smart Home jumped 1.36 percent, Henderson Land advanced 0.94 percent, Hong Kong & China Gas sank 0.28 percent, Industrial and Commercial Bank of China collected 0.17 percent, JD.com perked 0.08 percent, Lenovo spiked 2.31 percent, Li Auto stumbled 2.07 percent, Li Ning tanked 2.05 percent, Meituan expanded 0.60 percent, New World Development eased 0.13 percent, Nongfu Spring slumped 0.92 percent, Techtronic Industries surged 3.01 percent, Xiaomi Corporation tumbled 1.75 percent and WuXi Biologics accelerated 2.14 percent. The lead from Wall Street is strong as the major averages opened solidly higher on Friday and remained well in the green throughout the trading day and all hit fresh record closing highs. The Dow jumped 472.52 points or 1.01 percent to finish at 47,207.12, while the NASDAQ rallied 263.07 points or 1.15 percent t...

昨日A股大幅回调，韩国投资者却逆势买入多只证券，开启抄底模式。韩国投资者昨日净买入金额最多的证券为华夏中证机器人ETF，买入金额为321.11万美元，卖出金额为0；净买入金额排名第二的证券为PCB细分领域龙头企业兴森科技，买入金额为275.76万美元，卖出金额为2.37万美元。此外，韩国投资者还净买入华夏中证电网设备ETF、科创综指ETF、华夏国证半导体芯片ETF等多只ETF，也抄底立讯精密、中天科技、德明利等多只科技股。（财联社）

格隆汇5月22日｜土耳其法院罢免反对党领袖，引发当地金融市场全线暴跌。据交易员称，土耳其国有银行抛售约60亿美元外汇，以捍卫里拉汇率，当中约一半发生在法院推翻主要反对党领导层选举结果后不久。土耳其里拉日内曾跌至45.6557兑每美元，创历史新低，其后回稳。本次干预是今年3月以来规模最大一次，当时由于伊朗战争引发全球抛售新兴市场资产，里拉承受巨大压力，安卡拉当局出手稳定汇率，土耳其外汇储备当月骤降434亿美元，创下史上最大单月跌幅。土耳其伊斯坦布尔证券交易所全国100指数收市跌6.1%，报13163点。土耳其美元债创下6周新低。土耳其一家法院作出一项具有里程碑意义的判决，宣布罢免全国最大反对党领袖，可能进一步加强总统埃尔多安对国家权力的绝对掌控。

Astera Labs, Inc. (NASDAQ:ALAB - Get Free Report) COO Sanjay Gajendra sold 280,000 shares of the stock in a transaction dated Tuesday, May 19th. The shares were sold at an average price of $249.19, for a total value of $69,773,200.00. Following the transaction, the chief operating officer directly owned 615,000 shares in the company, valued at approximately $153,251,850. This represents a 31.28% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Get Astera Labs alerts: Sign Up Sanjay Gajendra also recently made the following trade(s): On Monday, May 18th, Sanjay Gajendra sold 95,444 shares of Astera Labs stock. The shares were sold at an average price of $225.02, for a total value of $21,476,808.88. On Thursday, May 7th, Sanjay Gajendra sold 49,361 shares of Astera Labs stock. The shares were sold at an average price of $199.21, for a total value of $9,833,204.81. On Thursday, May 7th, Sanjay Gajendra sold 230,639 shares of Astera Labs stock. The shares were sold at an average price of $198.22, for a total value of $45,717,262.58. Astera Labs Stock Up 3.6% Shares of ALAB stock traded up $10.36 during mid-day trading on Thursday, reaching $297.84. The stock had a trading volume of 6,992,013 shares, compared to its average volume of 6,122,091. The firm's 50 day simple moving average is $166.74 and its 200 day simple moving average is $158.75. Astera Labs, Inc. has a one year low of $84.78 and a one year high of $298.36. The firm has a market cap of $51.05 billion, a PE ratio of 201.24, a P/E/G ratio of 3.81 and a beta of 3.35. Astera Labs (NASDAQ:ALAB - Get Free Report) last announced its quarterly earnings data on Tuesday, May 5th. The company reported $0.61 EPS for the quarter, topping analysts' consensus estimates of $0.54 by $0.07. Astera Labs had a return on equity of 18.49% and a net margin of 26.72%.The compa...

财联社5月22日讯（编辑 潇湘） 当地时间周四(5月21日)，美国总统特朗普推迟签署了一项本将赋予政府对AI行业更多监管权的行政命令，他表示不希望采取任何可能会拖慢美国在AI竞赛中步伐的行动。 在原定于周四举行的、计划邀请行业高管出席的签字仪式开始前几小时，特朗普在白宫椭圆形办公室宣布了这一行动的推迟。他对记者表示，该行政命令原本将要求人工智能公司向联邦政府预先展示其模型，此举将使美国在与世界其他国家的AI竞争中处于劣势。 “我确实认为这可能会成为阻碍，而我希望确保不会如此，” 他在提到AI技术正在创造的就业岗位数量时说道，“我不希望做任何可能阻碍这一领先优势的事情。” 此举是白宫在AI政策上存在分歧的最新例证。 随着Anthropic公司的Mythos等强大模型的发布，政府官员一直在努力加强网络安全，但一些AI顾问担心这些措施可能会减缓新人工智能工具的开发，从而在政府内部形成了就技术议程争执不休的两个阵营。 值得一提的是，特朗普做出这一举动前数小时，民主党籍的加州州长加文·纽森刚刚发布了一项州行政令，要求该州制定政策以应对人工智能造成的失业和经济混乱 ——这些问题正引发公众对AI技术日益强烈的抵制。 “亲AI”阵营的暂时胜利 特朗普的决定对以商业为导向的顾问们来说是一场胜利，其中包括风险投资家大卫·萨克斯(David Sacks)。自特朗普第二任期开始以来，萨克斯一直推动采取对行业友好的AI政策。萨克斯等人认为，AI模型的经济效益大于风险。 一位政府高级官员最近曾暗示，白宫正在考虑制定与美国食品和药物管理局(FDA)批准药品所用系统相似的AI监管规则。 对此，萨克斯近日在其联合主持的一场播客中表示，特朗普及高级官员不希望对AI采用类似FDA的审批流程，而硅谷也对该设想感到担忧，因为这可能会延缓模型开发。 “这里存在一种非常本能的负面反应，因为我们知道这会对创新造成多大的损害，”他说。 萨克斯现任总统科技顾问委员会联席主席，此前曾担任人工智能与加密货币事务负责人，也就是外界俗称的“AI沙皇”。 AI安全防控刻不容缓 然而，不少业内人士目前依然警告，对AI安全的防控措施已刻不容缓。 在此之前，由于Anthropic旗下的Mythos模型令白宫高层官员和商界领袖感到担忧——他们担心这些模型在识别软件漏洞方面过于精准，甚至可能被用于网络攻击——本届政府正考虑加强监管。Op...

格隆汇5月22日｜据印尼气象、气候和地球物理局发布的报告，当地时间5月22日8时05分，印尼北苏拉威西省东南124公里海域发生5.8级地震，震源深度26公里。预计不会有海啸风险。

【韩国投资者昨日抄底A股 大举买入机器人ETF、PCB龙头等】财联社5月22日电，昨日A股大幅回调，韩国投资者却逆势买入多只证券，开启抄底模式。据韩国证券存托结算院官方公布的数据显示，韩国投资者昨日净买入金额最多的证券为华夏中证机器人ETF，买入金额为321.11万美元，卖出金额为0；净买入金额排名第二的证券为PCB细分领域龙头企业兴森科技，买入金额为275.76万美元，卖出金额为2.37万美元。此外，韩国投资者还净买入华夏中证电网设备ETF、科创综指ETF、华夏国证半导体芯片ETF等多只ETF，也抄底立讯精密、中天科技、德明利等多只科技股。（财联社记者李迪）

格隆汇5月22日｜人民币兑美元中间价报6.8373，下调24点；上一交易日中间价6.8349，上一交易日官方收盘价6.7960，上日夜盘报收6.7960。

格隆汇5月22日｜恒指期货日盘开盘涨0.89%，报25615点，高水219点。