格隆汇5月22日｜韩国邮政（Korea Post）目前管理约157万亿韩元（约合1040亿美元）的储蓄与保险资金，是韩国最重要的长期机构投资者之一。在传统邮政业务持续亏损压力下，韩国邮政正加速转向高收益资产投资，重点布局AI数据中心、物流设施以及多户型住宅等欧美房地产资产，以提升整体投资回报率。韩国邮政已选定黑石和麦迪逊国际地产作为优先竞标者，共同管理一只规模约2.3亿美元的二级市场房地产基金。

The Brazilian head of a victims’ association for the 2009 crash of Flight 447 from Rio to Paris said that justice has yet to be served in France’s worst aviation crash after a Paris appeals court found Airbus and Air France guilty of manslaughter. Air France and Airbus, two of France’s most emblematic companies, said in separate statements that they would appeal Thursday’s ruling, potentially prolonging the legal battle for years. Brazilian Nelson Faria Marinho, who lost his son in the crash that killed 228 passengers and crew members, said he remained unsatisfied with the verdict. Advertisement The Paris appeals court on Thursday found Airbus and Air France guilty of manslaughter over the crash, and ordered the companies to pay the maximum fine of €225,000 (approximately US$260,000) each, according to Daniele Lamy, president of a French association of victims of the crash. Lamy, who lost her son Eric in the crash, was in the courtroom throughout this trial and the original trial, and welcomed Thursday’s verdict. Advertisement But Marinho said he wished to see prison sentences for the companies’ executives at the time, although the case has centred on institutional rather than personal responsibility.

An Iranian flag flutters in the wind as ships remain anchored on May 16, 2026 in the Strait of Hormuz near Larak Island, Iran. Majid Saeedi | Getty Images News | Getty Images The U.S. and Iran have signaled progress in talks to end the war, but the combatants remain at loggerheads over Tehran's enriched uranium stockpile and tolls on the strategically vital Strait of Hormuz. U.S. Secretary of State Marco Rubio on Thursday said there were "good signs" that an agreement to end the conflict is in sight, but warned any such deal would be "unfeasible" if Iran pursues measures to permanently control shipping through the Strait of Hormuz. "No one in the world is in favor of a tolling system. It can't happen [and] it would be unacceptable," Rubio told reporters in Miami, Florida. "If we can't get a good deal, the president's been clear he has other options," Rubio said, without elaborating. It comes shortly after Iran said the latest proposal from the U.S. had brought the two warring sides closer to a peace deal. The Islamic Republic is currently in the process of reviewing the views of the American side, with an ongoing exchange of messages based on Iran's original 14-point framework from several weeks ago. The latest proposal submitted by the U.S. "has narrowed the gaps to some extent," according to the semi-official Iranian Students' News Agency (ISNA), which reportedly said that "further reductions require an end to the temptation for war from Washington." Strait of Hormuz payment system Talks to bring an end to the Iran war have shown little progress in recent weeks, with both sides locked in an uneasy ceasefire, as Tehran blocks the Strait of Hormuz and Washington blockades Iranian ports. Asked about reported discussions between Iran and Oman, a U.S. ally, regarding the potential for the two countries to collaborate in building a payment system to control traffic through the Strait of Hormuz, U.S. President Donald Trump rejected the initiative. Trump said his administ...

科技媒体The Information今天（5月22日）发布博文，报道称OpenAI公司2026年第1季度营收为57亿美元（现汇率约合388.23亿元人民币），比Anthropic披露数字（48亿美元）高约10亿美元。 就在华尔街日报报道，Anthropic释放接近单季盈利（2026Q2）的信号后，OpenAI随即传出2026年第1季度营收达到57亿美元，双方的竞争已从模型能力延伸到营收、企业业务与上市节奏方面。 收入结构方面，根据该媒体披露的细节，ChatGPT仍是OpenAI最核心的消费级产品，但增长重心正在转向企业业务与编程助手Codex。OpenAI当前周活跃用户约为9.2亿，ChatGPT付费订阅用户从上年的4700万增至5500万。 不过报道称公司第一季度调整后营业利润率为负122%，意味着每获得1美元营收，经营层面亏损1.22美元，而且这一口径还未计入员工股权激励等项目。 文章认为，这也是OpenAI加快上市准备的重要背景。纽约时报援引消息称，OpenAI正与高盛、摩根士丹利处理相关材料，若申报顺利，首次公开募股最早可能在9月到来。

从五年前的技术炫技到今天的临床刚需，AI+医疗终于走过了“证明我能”的喧嚣，进入“解决痛点”的深水区。不做替代医生的空想，只做减轻负担的助手——这场对话告诉我们，AI医疗落地的第一步不是说服院长，而是赢得科室主任的信任；关键不是单点突破，而是多元数据联动形成闭环 圆桌对话直面AI进医院的真实卡点：系统对接难、医生怕麻烦、责任划不清。从左医科技深耕九年的实战出发，从协和到宁夏中卫，揭示了分层落地的差异化逻辑——三甲提效率，基层补人力。用病历生成这一通用痛点作为中枢，往前接分诊，往后连随访，让“黑科技”变成医生愿意每天打开的工具。 以下为圆桌演讲内容，经36氪整理编辑： 张戈丨华弋数智创始人&CEO（主持） 韩旭丨左医科技医学合伙人 张戈： 各位来宾和直播前的各位朋友大家好，我是本轮对话主持人华弋数智张戈，非常欢迎韩总的到来，今天会聊一个特别实在的话题，AI医疗到底是怎么落地的，首先请韩总给大家打个招呼，用30秒告诉我们一件事，左医现在做的跟五年前那波AI辅助医疗热潮有什么本质区别？ 韩旭： 谢谢张总，谢谢主办方的邀请，今天能在这儿跟大家做一个交流分享，左医科技从2016年开始深耕AI+医疗行业，我们也经历了AI医疗在国内发展的不同阶段，就我们理解五年前AI医疗更多的是技术和资本驱动的，大家想的是如何用AI技术来改造医疗甚至代替医生，做的东西更多是从技术角度出发，没有解决临床真正的问题，很难落地，现在更多是从临床真正的需求出发，关注的是医生每天日常工作中他们真正头疼的点是什么，想着用AI技术来降低医生的工作压力，提质增效，同时也让患者能够更顺畅地就医。 张戈： 从韩总的总结里我们感觉到医疗AI不断走深走实，首先我们非常关注场景落地的问题，AI医疗进入到医院，您觉得第一步要打通什么环节或者从什么地方入手，比如说要从上到下说服领导，还是培训医生，还是跟医疗的信息系统去进行对接，这里面哪个环节是卡点？ 韩旭： 从我们的经验来看，AI医疗进医院，第一步肯定不是去说服院长，也不是对接HIS、EMR系统、全员培训，第一步应该是深入到临床一线、科室，争取到科室主任包括骨干医生的支持，让他们愿意做试点，在这个过程中真正见到效果以后，才涉及到去做后续的推广，刚才说到去对接EMR HIS系统，有一定的技术难度，同时做多方协调，成本、时间周期都很高，一上来做系统对接很容易成为卡点。 医生培训...

格隆汇5月22日｜分析师Robert Cyran表示，马斯克的SpaceX准备以1.75万亿美元估值登陆公开市场，然而其招股说明书却深陷人工智能大话的“黑洞”之中，相当一部分问题来自xAI。xAI带来了极其庞大的资本开支需求，今年前三个月烧掉了77亿美元，较上年同期增长逾三倍，占SpaceX全部投资的四分之三以上，而一季度25亿美元的运营亏损足以拖累整个公司陷入亏损。此外，SpaceX与Anthropic达成了一项协议，后者正以每月约13亿美元的价格租用马斯克Colossus数据中心的闲置算力。考虑到xAI过去12个月收入仅略高于30亿美元，该部门主要业务实际上变成了出租闲置服务器。真正的问题在于，SpaceX核心AI业务并未获得明显进展，Grok在各类基准测试中落后于竞争对手，第一季度收入同比增长不足13%。与此同时，Anthropic预计单季度增长速度将达到前者的五倍。从某种意义上说，SpaceX确实是一艘“火箭飞船”。但从财务层面来看，它仍难以达到“逃逸速度”。

Caldwell Trust Co decreased its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 3.2% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 323,722 shares of the computer hardware maker's stock after selling 10,682 shares during the period. NVIDIA makes up 5.4% of Caldwell Trust Co's holdings, making the stock its 2nd largest position. Caldwell Trust Co's holdings in NVIDIA were worth $60,374,000 as of its most recent SEC filing. A number of other institutional investors have also made changes to their positions in the stock. Joule Financial LLC grew its position in shares of NVIDIA by 2.2% during the 3rd quarter. Joule Financial LLC now owns 2,308 shares of the computer hardware maker's stock worth $431,000 after buying an additional 50 shares during the period. Presidio Capital Management LLC raised its position in shares of NVIDIA by 0.4% in the 4th quarter. Presidio Capital Management LLC now owns 15,137 shares of the computer hardware maker's stock valued at $2,823,000 after acquiring an additional 53 shares during the period. Vision Financial Markets LLC boosted its stake in NVIDIA by 1.2% during the 3rd quarter. Vision Financial Markets LLC now owns 4,640 shares of the computer hardware maker's stock worth $866,000 after acquiring an additional 53 shares during the last quarter. IMG Wealth Management Inc. boosted its stake in NVIDIA by 1.4% during the 3rd quarter. IMG Wealth Management Inc. now owns 3,820 shares of the computer hardware maker's stock worth $713,000 after acquiring an additional 54 shares during the last quarter. Finally, Cyr Financial Inc. grew its holdings in NVIDIA by 0.7% during the third quarter. Cyr Financial Inc. now owns 7,737 shares of the computer hardware maker's stock valued at $1,444,000 after purchasing an additional 54 shares during the period. 65.27% of the stock is owned by institutional investors and hedge funds. Get NVIDIA alerts: Sign Up Analysts Set New Price Target...

Cadence Bank trimmed its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 3.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 203,697 shares of the computer hardware maker's stock after selling 7,569 shares during the quarter. NVIDIA makes up 2.2% of Cadence Bank's investment portfolio, making the stock its 10th largest position. Cadence Bank's holdings in NVIDIA were worth $37,990,000 at the end of the most recent quarter. A number of other institutional investors and hedge funds have also recently modified their holdings of NVDA. Opus Capital Group LLC increased its holdings in NVIDIA by 15.3% in the fourth quarter. Opus Capital Group LLC now owns 9,224 shares of the computer hardware maker's stock valued at $1,720,000 after buying an additional 1,225 shares during the last quarter. United Community Bank raised its stake in NVIDIA by 6.6% in the fourth quarter. United Community Bank now owns 21,970 shares of the computer hardware maker's stock valued at $4,097,000 after buying an additional 1,352 shares in the last quarter. Boyer Financial Services Inc. purchased a new stake in NVIDIA during the 4th quarter worth about $810,000. KTF Investments LLC acquired a new position in shares of NVIDIA during the 4th quarter worth about $34,489,000. Finally, Urban Wealth Management LLC acquired a new position in shares of NVIDIA during the 4th quarter worth about $6,359,000. Institutional investors and hedge funds own 65.27% of the company's stock. Get NVIDIA alerts: Sign Up Analyst Ratings Changes Several brokerages have recently weighed in on NVDA. Fundamental Research set a $218.00 target price on NVIDIA in a research report on Thursday, February 26th. Deutsche Bank Aktiengesellschaft reaffirmed a "hold" rating and issued a $255.00 price target (up from $220.00) on shares of NVIDIA in a report on Thursday. Benchmark reissued a "buy" rating and set a $335.00 price obj...

Certuity LLC boosted its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 1.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 951,652 shares of the computer hardware maker's stock after purchasing an additional 11,144 shares during the quarter. NVIDIA comprises about 8.0% of Certuity LLC's holdings, making the stock its 3rd biggest position. Certuity LLC's holdings in NVIDIA were worth $177,483,000 as of its most recent filing with the Securities and Exchange Commission. A number of other large investors have also bought and sold shares of NVDA. Norges Bank acquired a new stake in NVIDIA in the second quarter worth $51,386,863,000. Capital Research Global Investors grew its holdings in NVIDIA by 16.1% in the third quarter. Capital Research Global Investors now owns 165,377,852 shares of the computer hardware maker's stock worth $30,855,564,000 after purchasing an additional 22,896,705 shares during the period. Laurel Wealth Advisors LLC grew its holdings in NVIDIA by 15,496.1% in the second quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker's stock worth $3,454,534,000 after purchasing an additional 21,725,326 shares during the period. Danske Bank A S acquired a new stake in NVIDIA in the third quarter worth $3,180,313,000. Finally, Massachusetts Financial Services Co. MA raised its stake in NVIDIA by 25.0% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 71,720,593 shares of the computer hardware maker's stock worth $13,381,628,000 after buying an additional 14,358,048 shares during the period. 65.27% of the stock is currently owned by institutional investors and hedge funds. Get NVIDIA alerts: Sign Up Insider Buying and Selling In other news, Director Aarti S. Shah sold 19,000 shares of the stock in a transaction dated Thursday, March 19th. The shares were sold at an average price of $176.71, for a total valu...

Boyer Financial Services Inc. bought a new position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 4,290 shares of the computer hardware maker's stock, valued at approximately $810,000. NVIDIA comprises about 0.9% of Boyer Financial Services Inc.'s investment portfolio, making the stock its 23rd biggest position. Other hedge funds also recently bought and sold shares of the company. Norges Bank bought a new stake in NVIDIA during the 2nd quarter valued at about $51,386,863,000. Capital Research Global Investors grew its holdings in shares of NVIDIA by 16.1% during the third quarter. Capital Research Global Investors now owns 165,377,852 shares of the computer hardware maker's stock valued at $30,855,564,000 after buying an additional 22,896,705 shares during the last quarter. Laurel Wealth Advisors LLC increased its position in shares of NVIDIA by 15,496.1% during the second quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker's stock valued at $3,454,534,000 after acquiring an additional 21,725,326 shares in the last quarter. Danske Bank A S purchased a new position in NVIDIA in the 3rd quarter worth approximately $3,180,313,000. Finally, Massachusetts Financial Services Co. MA raised its holdings in NVIDIA by 25.0% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 71,720,593 shares of the computer hardware maker's stock worth $13,381,628,000 after acquiring an additional 14,358,048 shares during the last quarter. Hedge funds and other institutional investors own 65.27% of the company's stock. Get NVIDIA alerts: Sign Up Analyst Ratings Changes NVDA has been the topic of several recent analyst reports. New Street Research cut their target price on NVIDIA from $307.00 to $275.00 and set a "buy" rating on the stock in a research note on Tuesday, March 31st. Weiss Ratings r...

Chapman Investment Management LLC decreased its holdings in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 45.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,422 shares of the social networking company's stock after selling 4,437 shares during the quarter. Meta Platforms makes up approximately 2.6% of Chapman Investment Management LLC's holdings, making the stock its 15th largest holding. Chapman Investment Management LLC's holdings in Meta Platforms were worth $3,579,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Vanguard Group Inc. raised its stake in Meta Platforms by 3.8% during the fourth quarter. Vanguard Group Inc. now owns 199,995,630 shares of the social networking company's stock worth $132,015,115,000 after purchasing an additional 7,269,279 shares during the period. State Street Corp raised its stake in Meta Platforms by 1.9% during the second quarter. State Street Corp now owns 86,925,674 shares of the social networking company's stock worth $64,158,971,000 after purchasing an additional 1,650,435 shares during the period. Capital World Investors grew its position in Meta Platforms by 0.7% during the third quarter. Capital World Investors now owns 39,247,690 shares of the social networking company's stock valued at $28,823,375,000 after acquiring an additional 278,180 shares during the period. Invesco Ltd. raised its holdings in Meta Platforms by 0.8% in the third quarter. Invesco Ltd. now owns 17,153,754 shares of the social networking company's stock valued at $12,597,374,000 after buying an additional 142,229 shares during the period. Finally, Legal & General Group Plc raised its holdings in Meta Platforms by 4.1% in the third quarter. Legal & General Group Plc now owns 14,332,168 shares of the social netw...

SpaceX accounts for 16.2% of DXYZ’s portfolio, while VCX holds Anthropic at 20.7%, OpenAI at 9.9% and SpaceX at 5%. Traders work on the floor of the New York Stock Exchange during morning trading on April 13, 2026 in New York City. (Photo by Michael M. Santiago/Getty Images) Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Polymarket traders currently see the highest odds for a SpaceX IPO valuation between $2 trillion and $2.5 trillion. Kalshi traders currently place 92% odds on an OpenAI IPO this year and 69% odds on an Anthropic IPO. Deutsche Bank said projected IPO valuations appear stretched compared with Berkshire Hathaway, which generated over $350 billion in annual revenue last year. Retail investors are piling into Destiny Tech100 (DXYZ) and Fundrise Innovation Fund (VCX) as prediction market traders bet upcoming IPOs from SpaceX, OpenAI and Anthropic could debut at valuations rivaling or surpassing Tesla and Meta Platforms. On Thursday, DXYZ surged 27%, while VCX jumped 18%. Read Next Loading... Loading... Traders Bet On Massive SpaceX, OpenAI And Anthropic Debuts The speculation accelerated after SpaceX officially filed to go public on Nasdaq earlier this week, while OpenAI could also reportedly confidentially file for an IPO as soon as Friday. The excitement quickly spilled into publicly traded funds offering indirect exposure to late-stage private tech firms, particularly DXYZ and VCX, both of which hold stakes in the companies planning to go public. Prediction markets are increasingly pricing in a blockbuster SpaceX IPO that could rank among the largest public debuts in history. According to Polymarket, the single most likely outcome for SpaceX’s first-day closing valuation currently falls between $2 trillion and $2.5 trillion, with traders assigning a 37% odds to that range. Another 22% probability is attached to a valuation be...

Chicago Partners Investment Group LLC increased its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 4.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 294,046 shares of the iPhone maker's stock after acquiring an additional 12,002 shares during the quarter. Apple comprises approximately 1.8% of Chicago Partners Investment Group LLC's investment portfolio, making the stock its 6th biggest holding. Chicago Partners Investment Group LLC's holdings in Apple were worth $72,935,000 at the end of the most recent reporting period. Other hedge funds and other institutional investors have also bought and sold shares of the company. Vanguard Group Inc. raised its holdings in Apple by 0.4% in the first quarter. Vanguard Group Inc. now owns 1,400,790,809 shares of the iPhone maker's stock worth $311,157,662,000 after purchasing an additional 5,005,297 shares during the period. State Street Corp raised its holdings in Apple by 0.9% in the second quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker's stock worth $123,358,461,000 after purchasing an additional 5,224,229 shares during the period. Geode Capital Management LLC raised its holdings in Apple by 1.4% in the second quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker's stock worth $72,506,336,000 after purchasing an additional 4,942,638 shares during the period. Norges Bank acquired a new stake in Apple in the second quarter worth $38,942,255,000. Finally, Northern Trust Corp grew its stake in Apple by 13.3% in the fourth quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker's stock valued at $42,918,365,000 after acquiring an additional 20,079,472 shares during the period. Institutional investors own 67.73% of the company's stock. Get Apple alerts: Sign Up Apple Price Performance AAPL stock opened at $304.99 on Friday. The stock has a 50-day moving av...

Cardinal Capital Management bought a new stake in Amazon.com, Inc. (NASDAQ:AMZN) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 4,332 shares of the e-commerce giant's stock, valued at approximately $1,000,000. Several other hedge funds have also recently made changes to their positions in AMZN. Brighton Jones LLC increased its stake in shares of Amazon.com by 10.9% in the fourth quarter. Brighton Jones LLC now owns 4,036,091 shares of the e-commerce giant's stock worth $885,478,000 after acquiring an additional 397,007 shares during the period. Revolve Wealth Partners LLC increased its stake in shares of Amazon.com by 4.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant's stock worth $5,495,000 after acquiring an additional 986 shares during the period. Bank Pictet & Cie Europe AG increased its stake in shares of Amazon.com by 2.8% in the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,016,869 shares of the e-commerce giant's stock worth $442,481,000 after acquiring an additional 54,987 shares during the period. Highview Capital Management LLC DE increased its stake in shares of Amazon.com by 5.5% in the fourth quarter. Highview Capital Management LLC DE now owns 28,975 shares of the e-commerce giant's stock worth $6,357,000 after acquiring an additional 1,518 shares during the period. Finally, Liberty Square Wealth Partners LLC acquired a new stake in shares of Amazon.com in the fourth quarter worth $2,153,000. 72.20% of the stock is owned by institutional investors and hedge funds. Get Amazon.com alerts: Sign Up Amazon.com Stock Up 1.3% Shares of AMZN opened at $268.46 on Friday. The company has a current ratio of 1.18, a quick ratio of 1.01 and a debt-to-equity ratio of 0.27. Amazon.com, Inc. has a 12 month low of $196.00 and a 12 month high of $278.56. The stock's 50 day moving average is $238.43 and its tw...

The Sri Lankan rupee surged against the dollar, snapping a nine-day losing streak to become Asia’s best-performing currency on Friday. The rupee strengthened as much as 2.7%, its biggest gain since March 2023, reversing losses from Thursday when it slid to a three-year low . Sri Lankan authorities have been signaling potential measures to stabilize the currency. The government has already imposed an import duty surcharge on private vehicles, while the central bank previously said it intervenes in currency markets to curb volatility. The rupee continues to be Asia’s worst performer this month, having come under pressure from elevated oil prices and dollar gains. Higher dollar yields and some speculative trading have exacerbated the currency’s depreciation, Deputy Minister of Finance and Planning Anil Jayantha Fernando said Friday. Sri Lanka’s central bank has taken various steps to maintain financial stability, Fernando said without elaborating. The nation’s authorities may take more measures to protect the rupee, he said earlier on Thursday. “The Central Bank of Sri Lanka is likely to raise rates by 50 basis points to 8.25% on May 26,” according to Bloomberg economist Ankur Shukla . “Higher rates could support the currency.”

Source: Bloomberg, 0:00

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格隆汇5月22日｜摩根士丹利将慧与科技的目标价从25美元上调至33美元，维持“持股观望”评级。(格隆汇)

格隆汇5月22日｜5月21日，华赢集团(AXG.US)联合创始人兼行政总裁朱皓康博士率领旗下人工智能基础设施服务平台——华赢智能科技有限公司的团队高管赴安徽省芜湖市镜湖区进行深度考察交流。芜湖市镜湖区区委书记鲁先贵等区委、区政府领导热情接待了华赢集团考察团。双方围绕在镜湖区落地“AI+OPC孵化园区”、共同培育区域数字经济新动能等核心议题，展开了深入且富有建设性的座谈。

Barclays said Friday it left its 2026 average Brent crude oil price forecast unchanged at $100 per barrel, while noting that risks remain tilted to the upside. "Inventory trends are signaling a 6-8 (million bpd) ‌deficit ⁠with the U.S. inventories within reach of the lowest levels since 2020," the bank said, as per Reuters. Barclays said that even if the Strait of Hormuz ​were to ​fully reopen ⁠today, the starting point for inventories even in the most optimistic scenario ​will be roughly 20 million barrel ​below ⁠the tightest level in recent history. Meanwhile, demand remains largely resilient and any weakness in the end ⁠uses linked ​to industrial activity will ​likely recover strongly if supply normalizes quickly, the bank added. Brent futures ( CO1:COM ) were up 2.3% to $104.94/bbl at press time, as investors ​doubted the prospects of a breakthrough ​in U.S.-Iran peace talks, while the key Strait ⁠of Hormuz stayed closed. WTI crude ( CL1:COM ) added 1.8% to $98.05. ETFs: ( USO ), ( BNO ), ( UCO ), ( SCO ), ( USL ), ( DBO ), ( DRIP ), ( GUSH ), ( USOI ), ( UNG ), ( BOIL ), ( KOLD ), ( UNL ), ( FCG ), ( XLE ) More on Crude Oil Futures, Brent Futures, etc. Commodities: Lingering Iran Uncertainty Has Oil Prices Oscillating WTI Technical Analysis - The Deal Is Still Quite Unsure, Crude Oil Back Above $100 Commodities: Oil Drops As Hopes For Persian Gulf Resolution Grow Crude oil adds to losses as market remains sensitive to U.S.-Iran headlines Big 2022-style energy bailouts unlikely, TS Lombard says

【有線新聞】美國再解密一批UFO等不明物體、現象的檔案及影音，包括首次公開太空人描述在太空和月球看到不明現象的錄音。 1972年12月，阿波羅17號飛船載著3名美國太空人探月，亦是至今最後一次登月，除了歷史性意義，這次任務亦與太空的不明現象扯上關係。 美國阿波羅17號太空人埃萬斯：「我們有些很亮的粒子或碎塊，或甚麼東西在飛船機動時飄過。（收到，明白）」 施密特：「我窗外有一堆大點的光，朗（埃萬斯）那扇窗如獨立日煙花般。」 埃萬斯：「對，現在你可看到它們某些形狀，凹凸不平又起角的碎片在滾下來。(收到，是某種流體般嗎？)我不覺得，像一塊塊甚麼東西。(收到)它們很光，這些碎片大致上不是或是以很慢的速度滾下，我嘗試以不同設定拍下數張相片，你們便至少可知道形狀是像甚麼。」 他們與控制中心的對話記錄在月初解密的文件已完整公開，對所見的描述亦已流傳多時，這次公開錄音便可讓大家聽到他們的親身說法。 新解密的檔案亦繼續有其他UFO、UAP的影音，例如這段2022年8月的影片是在伊朗附近水域拍攝，可看到有數架快艇同時畫面下方出現，速度更快，似乎在水上飄過的物體。2022年8月則有一段不明物體以不規則方式飛行的影片，是在美軍歐洲司令部負責的某個地區拍攝。

在美国阵亡将士纪念日假期出行高峰来临之际，加利福尼亚州州长加文·纽森（Gavin Newsom）及其办公室因油价飙升问题，公开呼吁居民在假期周末避免前往 雪佛龙 （Chevron）加油站加油。此举标志着加州政府与跨国石油巨头围绕高油价责任归属的博弈进一步升级。 加州州长办公室通过社交媒体平台发布声明称，无品牌加油站的燃油与知名品牌产品源自相同的炼油厂、储油罐和管道，且符合相同的加州清洁标准。声明指责大型石油公司通过地缘政治冲突获取暴利，并呼吁消费者不要为品牌溢价过度买单。加州能源委员会的一项分析数据显示，雪佛龙的汽油零售价平均比无品牌替代品每加仑高出60至80美分。 作为反击，雪佛龙公司近期在加州各加油站张贴告示，将高油价归咎于加州政府实施的碳减排和气候政策。告示指出，加州政客的选择导致了对海外原油的依赖、本地就业岗位的流失以及生产成本的上升。雪佛龙发言人罗斯·艾伦（Ross Allen）重申，该宣传旨在让消费者了解加州政策对能源价格的实际影响。美国汽车协会（AAA）数据显示，加州当日平均油价为每加仑6.14美元，比美国全国平均水平高出1.58美元。加州能源委员会证实，加州对每加仑汽油征收约70美分的税款，税负水平位居全美之首。 责任编辑：龙运翔

5月22日03:23，一艘挂伊朗船旗的液体散货船“DALIA”驶出霍尔木兹海峡，但尚未突破美军封锁 当地时间2026年5月12日，阿曼马斯喀特阿拉伯海海域，民众在海滩休闲，远处可见等待穿越霍尔木兹海峡的船只。图：视觉中国

格隆汇5月22日｜有投资者在互动平台向佳驰科技提问：公司电磁材料、产品或技术可应用于半导体领域吗？有无形成收入？佳驰科技回复称，公司电磁材料、产品或技术主要应用于国防军工领域和民用电子信息领域，暂未涉及半导体领域。

Pradeep Thomas Thundiyil/iStock Editorial via Getty Images May’s flash PMI survey data show the eurozone economy taking an increasingly severe toll from the war in the Middle East. Output has now contracted for two successive months, job losses have become more widespread, and the region’s supply shock from the war is intensifying. Supply shortages threaten not only to constrain growth in the coming months but also have the potential to add further upward pressure to inflation, which the survey price gauges already hint at rising sharply in the coming months. Combined with the growing signs of the region slipping into an economic downturn, the coming inflation spike creates a deepening dilemma for policymakers. Output falls at fastest rate since October 2023 The Eurozone PMI, compiled by S&P Global, has moved deeper into contraction territory in May, according to the early ‘flash’ estimate. The PMI posted 47.5, down from 48.8 in April and below the 50.0 no-change mark for a second successive month. The latest reading signalled the sharpest downturn for just over two and a half years and indicates that the euro area economy looks set to contract by 0.2% in the second quarter. French firms signalled a particularly marked reduction in output during May, reporting the largest drop in output since November 2020, but business activity also decreased in Germany and across the rest of the eurozone as a whole. Service sector contracting at steepest rate since 2021 The service sector is being hit especially hard by the surge in the cost of living created by the war, notably via the demand-sapping impact of higher energy prices. However, consumer-oriented sectors such as travel and tourism are also being affected by the war, and financial services firms have noted the damaging impact of higher interest rate expectations. May consequently saw service sector activity decrease at the fastest pace since the COVID-19 disruptions in February 2021. Manufacturing aided by stockpiling ...

MF3d/iStock via Getty Images Animal spirits have been soaring in the area of artificial intelligence (AI), and the surge in spending has shown up in the figure above. It shows the fixed investment in information technology equipment and software as a percentage of GDP (ends in 2026Q1). The last two quarters of data saw a surge of about 0.4% of GDP. This is certainly impressive, although the impact on GDP may be less than what the above figure suggests due to the associated rise in imported silicon chips - buying foreign equipment to invest locally improves the capital stock but does not represent a rise in domestic production. (The exporting country is producing the goods.) This relates to one of the perennial online economics debates: do imports subtract from GDP? In addition to the statement “imports subtract from GDP” being mathematically correct, the cancellation of domestic spending does matter: there is a financial cost associated with buying foreign goods, and that financial cost can displace spending that would have been made on domestic production. For more information, the article , Tracking AI’s Contribution to GDP Growth, by Hannah Rubinton and Bontu Ankit Patro of the Saint Louis Federal Reserve, gives a more detailed breakdown of the effects of AI spending on growth. From a quick survey of publicly available research, there are arguments that the AI boom added 1% to American GDP growth, which is consistent with the linked paper (and the chart above). This helped insulate the U.S. economy from tariff shenanigans. I have no real expertise nor interest in forecasting the future of the AI industry relative to other sectors of the economy. My interests are on the macro side, and my feeling has been that this has been a sectoral boom. This matters a lot to the people, firms, and investors involved, but the number of people involved is a limited slice of the population. This is different from the 2000s housing boom - there are a lot of homeowners, and constru...

Key Points These two biotechs have important clinical catalysts on the horizon. Although their shares could soar over the next few years, they are fairly risky stocks. 10 stocks we like better than Abivax Société Anonyme › The famously volatile biotech industry can help investors earn substantial returns in relatively short periods, so long as they pick the right companies. Take Abivax (NASDAQ: ABVX) and Viking Therapeutics (NASDAQ: VKTX), two biotechs that have grown in prominence in recent years. These two drugmakers could see their shares double over the next four years -- for a compound annual growth rate of about 19% -- provided they can make significant headway with their leading pipeline candidates. Here's the rundown. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » 1. Abivax Abivax is a clinical-stage biotech developing a promising product called obefazimod. This drug could enter the market for ulcerative colitis (UC) medicines if it earns approval. Although it is a highly competitive area, obefazimod has shown tremendous potential so far. Unlike some traditional immunosuppressants used to treat UC, which leave patients vulnerable to various infections, obefazimod does not broadly weaken the immune system. Obefazimod aced a phase 3 clinical trial in patients with moderate-to-severe UC, about 47.3% of whom had had inadequate responses to prior therapies. These results highlight the fact that obefazimod could be just as effective as its competitors (or even more so) while limiting side effects. That's why it looks so promising. But could Abivax's shares really soar by 2030, especially considering they have already gained significant value over the past two years? Potentially, yes, and that will depend on upcoming clinical and regulatory milestones. Abivax should release data from a phase 3 m...