Little Did We Know Wood, on Thursday, quoted a post on X that showed Tesla Board member Ira Ehrenpreis recreating a moment from the Tesla Model S launch in 2012. “Little did we know in 2012 that Tesla's Model S would lead not only to an energy storage revolution but also to the convergence of robotics, AI, and space exploration,” Wood said. She also outlined Musk and SpaceX’s push towards lunar and Mars exploration endeavors. “Always grateful to @elonmusk, and to @IraEhrenpreis who has been by his side,” she said. Tesla Model S, X Sunset SpaceX IPO, $28.5 Trillion Opportunity SpaceX also revealed a potential $28.5 trillion total addressable market (TAM) for the commercial space flight giant in its latest filings, with artificial intelligence comprising the biggest opportunity at over $26.5 trillion for SpaceX. Possible Impact On TSLA? Benzinga Edge Rankings show that Tesla scores well on the Growth and Quality metrics and offers a favorable price trend in the Long Term. Price Action: Tesla shares were up 0.43% at $419.66 during the overnight trading session after market close on Thursday. Check out more of Benzinga’s Future Of Mobility coverage by following this link. Photo courtesy: Shutterstock.com

A new company backed by International Business Machines Corp. (NYSE:IBM) is receiving a $1 billion U.S. government investment to establish America’s first quantum foundry, supporting Wall Street forecasts that IBM will be a central player in the global quantum industry. Validating The ‘Massive Upside’ This historic federal backing confirms Wedbush Securities analyst Dan Ives‘ thesis. Analyzing the tech sector’s trajectory, Ives told CNBC that IBM is a “sleeping giant” and praised its strategic direction, noting that IBM “continues to be one that has massive upside.” Ives forecasted this type of aggressive government intervention. Highlighting the technological “arms race” between the U.S. and China, he stated investors needed to watch the White House, predicting they were “going to continue to make stakes no different than Intel.” That foresight materialized flawlessly with this new CHIPS Act funding strategy. Read Also: D-Wave Quantum, IBM, Infleqtion, Rigetti Computing And Walmart: Why These 5 Stocks Are On Investors' Radars Today The $1 Billion Quantum Bet Through the CHIPS and Science Act, the Department of Commerce signed a Letter of Intent to award IBM $1 billion. The funds will establish Anderon, a new, standalone, pure-play quantum foundry located in Albany, New York. To solidify the initiative, IBM will match the federal funding with its own $1 billion cash investment. Secretary of Commerce Howard Lutnick championed the historic federal award, declaring that the administration is “leading the world into a new era of American innovation.” Anderon will specialize in producing 300-millimeter quantum wafers, creating a secure domestic supply chain for the nation’s critical infrastructure. Broadening The Tech Ecosystem IBM’s foundry win is the anchor of a broader $2 billion federal push into the technology. The administration is also allocating $375 million to GlobalFoundries Inc. (NASDAQ:GFS) and directing $100 million in equity-based awards to smaller firms su...

格隆汇5月22日｜美国商务部周四表示，将向9家量子计算公司提供总额20亿美元的拨款，其中IBM获10亿美元，成为此次政府拨款最大的受益者。

警務處智慧警政聯合人工智能(AI)實驗室啟用。 開幕儀式在數碼港舉行，警務處處長周一鳴等出席。實驗室聚焦人工智能技術，在提升網絡安全防禦、偵測科技罪案、影像分析、數據處理等領域的應用。 儀式上警務處與數碼港簽署合作備忘錄。同場又舉行多場主題演講及交流。警方期望運用數碼港超算中心的算力，提升智慧政府的運作效率，強化本港人工智能網絡安全生態，並培養相關警務人才。 警務處處長周一鳴說：「透過聯合實驗室，將和數碼港和業界夥伴，共同開展人工智能項目， 由概念驗證到實際應用，建立更完整的研發應用部署流程。現階段聯合實驗室已就反深偽技術，和網絡防禦技術，展開人工智能項目，應對新興數碼安全風險。今天儀式是里程碑，聯合實驗室不但是技術研發空間，而是智慧警政的生態系統的起點，代表警隊和創科業界，建立更緊密公私營合作夥伴關係，將創新科技轉化為守護香港，服務市民的力量。」

【中国证监会拟对老虎、富途、长桥依法严厉处罚】财联社5月22日电，中国证监会5月22日宣布，Tiger Brokers（NZ）Limited、富途证券国际（香港）有限公司、长桥证券（香港）有限公司的非法跨境展业行为，违反了我国证券基金期货法律法规，破坏了市场秩序，必须坚决予以打击。依据相关规定，证监会拟决定没收老虎、富途、长桥境内外相关主体全部违法所得，并依法严厉处罚。 (新华社)

香港機場二號客運大樓完成重建，離港設施下周三啟用。 機場快綫可以直達新大樓，離港大堂設8個行段，合共108個登記櫃檯，包括全新的自助登記區。15間航空公司將陸續遷入，為旅客辦理登機手續，香港航空「打頭陣」，第一日提供服務，下月3日到大灣區航空，至於香港快運，就會在下月10日遷入。 至於離港層，設有20個自助保安閘口。另外，29條機場巴士線會在二號客運大樓增設落客站。 機管局工程及設施維護管理執行總監梁景然說：「二號客運大樓，有很多自助登機櫃檯，行李的託運都會是全自動化或半自動化。在二號客運大樓做完登記的旅客，現階段帶到一號大樓乘飛機，在將來稍後時間，在二號客運大樓登機廊啟用後，就送往去二號登機廊。」 機管局機場運行執行總監姚兆聰稱：「我們估計首年處理800萬名出發的旅客，機場發展最重要有容量，我們疫情前已有每年7,000萬客人，其實已很接近整個一號大樓的設計容量，即在5月27日後，我們每年能處理逾1億位旅客，這對整個香港的競爭是非常重要。」

ETF Daily Report (May 22) | NVIDIA's (NVDA.US) Better-Than-Expected Q1 Earnings Drive Strong Performance in Consumer Electronics and Telecommunications ETFs Moomoo

ETF Daily Report (May 22) | NVIDIA's (NVDA.US) Better-Than-Expected Q1 Earnings Drive Strong Performance in Consumer Electronics and Telecommunications ETFs 富途牛牛

U.S. business representatives, including Nvidia CEO Jensen Huang, Apple CEO Tim Cook and Citigroup CEO Jane Fraser, arrive at the Great Hall of the People in Beijing on May 14. Photo: VCG U.S. President Donald Trump’s summit with his Chinese counterpart Xi Jinping in Beijing last week highlighted how deeply intertwined major American companies remain with the world’s second-largest economy despite years of geopolitical and trade tensions. The business executives accompanying Trump came from industries at the center of U.S.-China competition — including finance, semiconductors, artificial intelligence (AI), consumer technology, biotechnology and aerospace.

格隆汇5月22日丨据证监会，近日，证监会依法对Tiger Brokers (NZ) Limited（以下简称老虎）、富途证券国际（香港）有限公司（以下简称富途）、长桥证券（香港）有限公司（以下简称长桥）境内外相关主体在境内非法经营证券业务等行为立案调查并作出行政处罚事先告知。 老虎、富途、长桥境内外相关主体未经我会核准，未取得经营证券经纪业务许可、经营证券融资融券业务许可，在境内开展证券交易营销推广、处理交易指令等相关证券业务服务并获取相关收益，违反了《证券法》第一百二十条的规定，构成非法经营证券业务。此外，三家机构境内外相关主体还违反了《证券投资基金法》第九十七条、《期货和衍生品法》第六十三条的规定，构成非法从事公募基金销售业务、非法从事期货经纪业务。 上述非法跨境展业行为，违反了我国证券基金期货法律法规，破坏了市场秩序，必须坚决予以打击。依据《证券法》第二百零二条、《证券投资基金法》第一百三十六条、《期货和衍生品法》第一百三十二条的规定，我会拟决定没收老虎、富途、长桥境内外相关主体全部违法所得，并依法严厉处罚。拟对当事人实施的行政处罚，当事人享有陈述、申辩及要求听证的权利，我会将充分听取当事人意见后，依法作出行政处罚决定。 下一步，我会将继续坚决落实监管“长牙带刺”、有棱有角要求，严厉打击境外机构在境内非法经营证券业务等违法行为，全力维护资本市场秩序和稳定。

财联社5月22日讯（记者 高艳云） 整治非法证券期货基金经营活动，证监会等八部门联合行动了！ 根据5月22日监管发布，经国务院同意，中国证监会、工业和信息化部、公安部、中国人民银行、市场监管总局、金融监管总局、国家网信办、国家外汇局等八部门联合印发《综合整治非法跨境证券期货基金经营活动实施方案》。此外，证监会还发布多份相关重要文件通知。 实施方案的出台背景来看，在于境外机构未经批准，利用境内关联或合作主体在境内招揽客户，并通过网站、APP等向境内投资者提供美股、港股等开户和交易服务，严重扰乱我国金融市场秩序，危害投资者合法权益。 事实上，2022年12月30日，证监会已明确此类活动的非法性，依法开展对富途、老虎证券等境外券商非法跨境经营的整治工作，取缔境外券商增量非法业务活动，禁止其招揽境内投资者及发展境内新客户、开立新账户。老虎证券、富途证券、长桥证券等境外券商已停止境内违法开户服务，前期非法跨境展业风险蔓延的势头得到了有力遏制。 证监会等八部门在总结前期整治工作经验的基础上制定了《整治方案》，整治措施更加全面有力，进一步彰显了证监会加强金融监管，严打非法跨境经营活动的决心。 《整治方案》总体要求是经过2年集中整治，全面取缔境外机构非法跨境经营活动，实现“坚决取缔非法、稳妥清理存量”的整治目标。 以下为重点关注方向： 一是整治范围及对象。 首先是非法跨境经营证券期货基金业务活动的境外机构；其次是协助境外机构非法跨境经营的境内关联或合作主体，以及招揽、指导境内投资者证券期货开户并牟利的境内非法中介；第三是在境内违法违规发布营销信息、非法提供证券期货开户等交易服务的网站、APP等互联网平台，以及非法发布开户教程、经验分享等信息的境内网络自媒体。 二是2年集中整治期。 2年集中整治期内，禁止境外机构为存量投资者在境内非法提供买入交易、转入资金等服务，只允许单向卖出交易并转出资金。 三是整治行为界定。 实践中，境外机构跨境经营以证券经纪业务为主，具体包括营销招揽、开户、处理交易指令、资金划转等业务环节。境外机构及相关境内主体未取得境内证券业务经营资质，在境内从事上述任一业务环节，均构成非法证券经营活动。 四是投资者的财产安全保障。 本次整治工作针对的是境外机构非法跨境经营活动，投资者已开立的账户不会被强制注销，账户资金及股票、基金等资产不会被强制清理。投资者仍可通过港股通...

格隆汇5月22日｜港股三大指数今日高开高走，个股业绩叠加AI产业链股大涨共振，市场总体迎来强势反弹。截止收盘，恒生指数涨0.86%报25606点，国企指数涨0.89%，恒生科技指数涨幅最大，最终收涨2.11%。 具体盘面上，作为市场风向标的大型科技股集体反弹带动市场情绪回升，网易绩后涨近6%，百度、小米涨超1%，阿里巴巴、腾讯跟涨；半导体板块持续活跃，折射出市场对科技产业链的长期信心，其中兆易创新大涨近13%再创新高！中芯国际大涨超7%；国家发改委正在谋划出台加快人工智能落地的配套文件，AI应用概念股卷土从来集体大涨，智谱、五一视界均创历史新高；PCB概念股再度走强，建滔积层板大涨15%创历史新高，胜宏科技更是涨超16%；出口高增、盈利预期上修，汽车股继续反弹，机构看好行业中长期前景，连续下跌的黄金板块集体反弹。 另一方面，昨日拉升的中资券商股集体低迷，中信证券、广发证券、中信建投证券均跌超2%，餐饮股、体育用品股、家电股、内房股多数低迷，其中，金辉控股再度大跌16.89%。(格隆汇)

格隆汇5月22日｜近日，经国务院同意，中国证监会、工业和信息化部、公安部、中国人民银行、市场监管总局、金融监管总局、国家网信办、国家外汇局等八部门联合印发《综合整治非法跨境证券期货基金经营活动实施方案》。中国证监会有关部门负责人就《整治方案》回答了记者提问。一是禁止境外机构在境内非法开展证券期货基金业务相关营销招揽活动，包括在境内运营网站及交易软件、发布营销信息、推送投资资讯、开展返利营销活动、宣传推介和诱导认购境外股票等。禁止互联网平台在境内为境外机构非法跨境经营提供营销宣传、证券期货开户通道等便利。禁止网络自媒体账号在境内发布相关推介引流信息。二是禁止境外机构在境内提供非法证券期货基金业务相关开户、处理交易指令、资金划转等交易服务，包括通过网站、交易软件及配套服务器等跨境接收和传输开户申请及交易指令等。禁止任何单位和个人指导或协助境内投资者违规开户。三是禁止境内相关主体协助境外机构违法开展营销活动、非法提供交易服务，以及为境外机构非法跨境经营提供网站、交易软件开发运营、客户服务等支持服务。四是设置2年集中整治期清理非法存量业务。集中整治期内，禁止境外机构为存量投资者在境内非法提供买入交易、转入资金等服务，只允许单向卖出交易并转出资金。集中整治期满后，境外机构要全面关停境内网站、交易软件及配套服务器，禁止为存量投资者在境内非法提供交易等服务。

Key Points SpaceX just revealed its financials in its S-1. The company's growth is slowing, and its losses are widening. The stock looks significantly overvalued, and it could inflate valuations across the AI sector. These 10 stocks could mint the next wave of millionaires › Talk of an AI bubble has faded since late last year, when signs of weakness in some AI stocks and fears around circular deals triggered a sell-off in names like Nvidia. Since then, a shortage in memory chips and strong demand growth have sent AI stocks surging again, with major indexes hitting all-time highs following the dip over the Iran war. 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 » However, a bursting bubble is still a very real possibility. Semiconductors are historically cyclical, after all, and prone to price swings due to inventory gluts and shortages. That's especially true with memory. Now, the AI bubble could face its biggest test with the IPO of SpaceX, which just filed its S-1, showing key numbers ahead of its intended listing in June. What we just learned about SpaceX SpaceX has gotten a lot of attention because it's a unique company with leading positions in reusable rockets and satellite internet, and because it's led by Elon Musk, the visionary entrepreneur who has already built one trillion-dollar company, Tesla, and is set to take another one public, as SpaceX could fetch a valuation of as high as $2 trillion. However, we now have a clear view of SpaceX's financials, and they don't look like the typical $2 trillion company. In the first quarter, SpaceX's revenue grew by just 15.4% to $4.7 billion, and it reported a generally accepted accounting principles (GAAP) operating loss of $1.9 billion, compared to a profit of $27 million in the quarter a year ago. In 2025, revenue rose 33.2% to $18.7 billion, a...

正海生物公告，近日取得国家药品监督管理局下发的《中华人民共和国医疗器械注册证》，公司产品自酸蚀粘接剂已通过延续注册审批。产品名称为自酸蚀粘接剂，注册证有效期至2032年2月10日，注册分类为第三类医疗器械。该产品预期用于光固化复合树脂与牙釉质、牙本质的粘接。上述医疗器械注册证的延续注册，有助于保障产品的合规与可持续性，对公司未来的经营发展具有积极影响。

Bowing to pressure ⁠from within its ranks, the Democratic National Committee released on Thursday its long-withheld “autopsy” of Kamala Harris’ loss to Donald Trump in the 2024 presidential race – only to quickly disavow it. The report found that Democrats have ceded ground to Trump’s Republicans through underfunding of state parties and a “persistent inability or unwillingness to listen to all ‌voters”. In particular, Democrats underperformed among male voters, non-college voters, irregular voters and rural voters, it said. The report was released less than six months before November’s midterm congressional elections. Advertisement In a statement accompanying the release, DNC Chairman Ken Martin said it “does not meet my standards, and it won’t meet your standards”, but he said it was being published to restore trust in the party. The 192-page document includes a disclaimer at the top of each page stating that it “reflects the views ⁠of the author, not the DNC”, and notes appended throughout highlight inaccuracies as well as conclusions offered without evidence. Advertisement The report was written ‌by Paul Rivera, a Democratic consultant, who could not immediately be reached for comment. It was completed late last year, and some Democrats were angry it was being kept secret.

Cullen Frost Bankers Inc. grew its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 52.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 5,342 shares of the semiconductor company's stock after purchasing an additional 1,832 shares during the quarter. Cullen Frost Bankers Inc.'s holdings in Taiwan Semiconductor Manufacturing were worth $1,623,000 as of its most recent SEC filing. Get TSM alerts: Sign Up Several other institutional investors and hedge funds also recently made changes to their positions in TSM. Oak Harvest Investment Services lifted its stake in Taiwan Semiconductor Manufacturing by 2.9% during the fourth quarter. Oak Harvest Investment Services now owns 1,106 shares of the semiconductor company's stock worth $336,000 after purchasing an additional 31 shares during the last quarter. Falcon Wealth Planning lifted its stake in Taiwan Semiconductor Manufacturing by 4.4% during the fourth quarter. Falcon Wealth Planning now owns 780 shares of the semiconductor company's stock worth $237,000 after purchasing an additional 33 shares during the last quarter. Drive Wealth Management LLC lifted its stake in Taiwan Semiconductor Manufacturing by 0.7% during the fourth quarter. Drive Wealth Management LLC now owns 4,997 shares of the semiconductor company's stock worth $1,522,000 after purchasing an additional 33 shares during the last quarter. Westfuller Advisors LLC lifted its stake in Taiwan Semiconductor Manufacturing by 2.2% during the third quarter. Westfuller Advisors LLC now owns 1,551 shares of the semiconductor company's stock worth $434,000 after purchasing an additional 34 shares during the last quarter. Finally, Sovereign Financial Group Inc. lifted its stake in Taiwan Semiconductor Manufacturing by 4.5% during the fourth quarter. Sovereign Financial Group Inc. now owns 793 shares of the semiconductor company's stock worth $241,000...

证监会有关部门负责人就《综合整治非法跨境证券期货基金经营活动实施方案》答记者问时表示，根据《中华人民共和国证券法》、《中华人民共和国期货和衍生品法》、《中华人民共和国证券投资基金法》、《证券公司监督管理条例》、《证券经纪业务管理办法》等法律法规规定，境外机构未经国务院证券期货监督管理机构批准，直接或通过其关联、合作主体在境内开展证券期货基金业务，构成非法经营活动。实践中，境外机构跨境经营以证券经纪业务为主，具体包括营销招揽、开户、处理交易指令、资金划转等业务环节。境外机构及相关境内主体未取得境内证券业务经营资质，在境内从事上述任一业务环节，均构成非法证券经营活动。据此，非法跨境经营境外机构及协助其非法跨境经营的境内相关主体均纳入整治范围。（证监会发布）

财联社5月22日讯，据证监会网站，为进一步防范和打击非法跨境证券期货基金经营活动，维护金融市场秩序和投资者合法权益，近日，经国务院同意，中国证监会、工业和信息化部、公安部、中国人民银行、市场监管总局、金融监管总局、国家网信办、国家外汇局等八部门联合印发《综合整治非法跨境证券期货基金经营活动实施方案》（以下简称《整治方案》）。《整治方案》聚焦取缔非法跨境证券期货基金经营活动，建立综合施策、标本兼治的长效机制，有利于净化资本市场生态，保障资本市场健康发展，也有利于引导投资者通过合法渠道开展境外投资，保护投资者合法权益。 《整治方案》总体要求是经过2年集中整治，全面取缔境外证券期货基金经营机构（以下简称境外机构）非法跨境经营活动，实现“坚决取缔非法、稳妥清理存量”的整治目标。一是整治对象包括非法跨境经营证券期货基金业务的境外机构、协助境外机构非法跨境经营的境内关联或合作主体、招揽境内投资者的非法中介、违法违规发布信息的互联网平台及网络自媒体等。对境外机构非法跨境经营活动依法予以取缔，对相关主体违反外汇管理、反洗钱、网络安全和信息管理、个人信息保护等法律法规规定的行为，一并纳入整治范围。二是取缔非法跨境经营活动的措施为禁止境外机构在境内开展证券期货基金业务相关营销招揽活动、提供相关开户、处理交易指令、资金划转等交易服务。禁止境内相关主体协助境外机构违法开展营销、交易服务，以及为其提供网站、交易软件开发运营、客户服务等。三是清理非法存量业务的措施为设置2年集中整治期，集中整治期内，禁止境外机构为存量投资者在境内非法提供买入交易、转入资金等服务，只允许单向卖出交易并转出资金。集中整治期满后，境外机构全面关停境内网站、交易软件及配套服务，禁止为存量投资者在境内非法提供交易等服务。 《整治方案》明确了整治主要任务：一是建立常态化协同监管机制，全面开展监测排查，通报重大问题线索，及时对非法跨境经营涉及的互联网平台、广告和信息等进行清理处置。二是约谈非法跨境经营境外机构等，督促其严格落实整治要求。对非法跨境经营机构，开展检查调查。对涉嫌犯罪的主体立案侦查。做好境内主体非法业务的剥离处置。三是约谈为境内投资者非法跨境证券期货基金投资提供账户服务的境内银行，监督境内银行加强外汇资金汇出的合规性审核，打击地下钱庄等非法跨境资金流出渠道。四是强化跨境监管协作，保障境内投资者财产安全，妥善处理投...

Former Malaysian economy minister Rafizi Ramli’s breakaway gamble is unlikely to bring down Prime Minister Anwar Ibrahim on its own, analysts say, but could still wound the ruling coalition by peeling away reformist voters who helped Pakatan Harapan (PH) take power in 2022. Rafizi and former natural resources and environmental sustainability minister Nik Nazmi Nik Ahmad announced on Sunday that they would quit Anwar’s People Justice Party (PKR), vacate their parliamentary seats and take over Parti Bersama Malaysia, a small party founded in Penang in 2016. The move came the same day that Anwar’s coalition tried to project discipline at a convention in the southern state of Johor, sharpening the sense that Malaysia is drifting into campaign mode before a general election that must be held by February 17, 2028. Advertisement The Election Commission on Wednesday said there would be no by-elections for Rafizi’s Pandan seat or Nik Nazmi’s Setiawangsa seat after lower house Speaker Johari Abdul informed it there was no requirement to fill the vacancies under Article 54(1) of the Federal Constitution. Rafizi Ramli (right) and Nik Nazmi Nik Ahmad model Bersama T-shirts. Photo: X/Rafizi Ramli Rafizi, once deputy president of Anwar’s PKR and widely seen as one of PH’s sharpest campaign strategists, built his political brand on data-driven attacks, viral messaging and bread-and-butter issues that spoke to urban voters frustrated with old-style politics. He rose as one of the coalition’s most recognisable reformist figures before falling out with the party establishment after losing the PKR deputy presidency last year.

格隆汇5月22日丨近日，经国务院同意，中国证监会、工业和信息化部、公安部、中国人民银行、市场监管总局、金融监管总局、国家网信办、国家外汇局等八部门联合印发《综合整治非法跨境证券期货基金经营活动实施方案》。中国证监会有关部门负责人就《整治方案》回答了记者提问。一是非法跨境经营证券期货基金业务活动的境外机构。二是协助境外机构非法跨境经营的境内关联或合作主体，以及招揽、指导境内投资者证券期货开户并牟利的境内非法中介。三是在境内违法违规发布营销信息、非法提供证券期货开户等交易服务的网站、APP等互联网平台，以及非法发布开户教程、经验分享等信息的境内网络自媒体。

全市场超3800股上涨 5月22日， A股三大指数集体走高，截至收盘，沪指涨0.87%报4112.9点，深证成指涨2.3%，创业板指涨2.84%。全市场成交额2.92万亿元，较前一交易日缩量5826亿元，超3800股上涨。 盘面上，PCB板块爆发，天承科技、强达电路等多股涨停；MLCC板块走高，利和兴、昀冢科技20CM涨停；玻璃板块走强，中材科技涨停；CPO概念活跃，景旺电子涨停；氟化工板块拉升，巨化股份涨停；培育钻石板块上行，四方达等多股涨停；被动元件、复合集流体及光纤概念等涨幅居前。另外，白酒、酒类股下挫，威龙股份跌停，皇台酒业跌逾9%；券商概念走低，同花顺领跌；生物制品板块走弱，君实生物跌逾5%；航空机场、油田服务及小家电等板块跌幅居前。 具体来看： PCB概念板块爆发 ，天承科技、强达电路等多股涨停，杰普特涨超18%，埃科光电、欧科亿等多股跟涨。 摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，其中PCB内容价值增幅最为显著，较GB300大涨233%。 超硬材料、培育钻石板块上涨 ，四方达等多股涨停，新锐股份涨超13%，沃尔德、力量钻石等多股跟涨。 开源证券指出，2026年首批搭载金刚石散热技术的服务器已完成商业化交付，标志着产业化落地节奏明显加速，2026年有望成为金刚石在AI领域应用的0—1产业化拐点之年 。 太阳能概念板块走俏 ，格林达、东材科技等多股涨停，扬杰科技涨超11%，斯达半导、岱勒新材等多股跟涨。 消息面上，据报SpaceX计划在美国德克萨斯州奥斯汀附近建设一座大型太阳能制造设施，这是马斯克为太空人工智能数据中心供电的宏伟蓝图的一部分。根据许可文件，该设施将包括两层楼，每层每年可生产5吉瓦的太阳能电池。 液冷概念股强势 ，利和兴等多股涨停，日联科技涨超13%，奕东电子、科创新源等多股跟涨。 消息面上，据TrendForce集邦咨询最新研究，AI数据中心液冷渗透率将从2024年的14%提升至2025年的33%，2026年进一步升至40%。 CPO板块走高 ，景旺电子、智立方等多股涨停，杰普特涨超18%，三环集团、联讯仪器等多股跟涨。 消息面上，据媒体报道，AI数据中心建设推动光纤价格一年涨6倍，G.652.D光纤现货价已破100元/芯公里，供需紧张持续。兴业证券指出，800G/1.6T光模块需求有望再超预期，AI算力扩...

La Copa Mundial de la FIFA está generando inquietud en ciudades como Nueva York o Seattle, donde se preguntan si realmente traerá el beneficio económico prometido. En Miami, sin embargo, ocurre todo lo contrario. En el sur de Florida, hogar de la superestrella argentina Lionel Messi , los organizadores del torneo aseguran que no tendrán problemas para llenar el Hard Rock Stadium y las zonas de aficionados destinadas a quienes no consigan entradas para los partidos. Las reservas de hoteles y alojamientos de corta estancia respaldan ese optimismo, incluso mientras muchas otras ciudades anfitrionas se quedan rezagadas. La ciudad, un imán constante para visitantes internacionales y con una enorme comunidad de aficionados latinoamericanos al fútbol, está recibiendo un impulso gracias a algunos de los partidos más atractivos de la fase inicial del Mundial. Pero asistir no será barato: las entradas en las gradas más altas para el partido entre Brasil, cinco veces campeón del mundo, y Escocia se venden por US$1.700. Para el encuentro entre Colombia y la Portugal de Cristiano Ronaldo, las entradas más baratas en sitios de reventa rondan los US$2.700. Suscríbase aquí al boletín CincoCosas y conozca nuestro canal de WhatsApp “Somos una comunidad obsesionada con el fútbol, y siempre lo hemos sido, especialmente por las raíces latinas de esta ciudad”, dijo Rob Barlick, responsable de gestión patrimonial privada para Florida y Latinoamérica en Goldman Sachs Group Inc. “La gente está increíblemente emocionada con el Mundial y, en particular, con los partidos que se jugarán aquí”. Diana Acero, una empresaria colombiana, planea asistir al partido de Portugal y gastar US$5.200 por persona en un paquete turístico para su familia de cuatro integrantes, que incluye una excursión en barco de ocho horas. Además, la familia visitará Nueva York antes del partido y luego tomará un crucero desde Miami. El entusiasmo en el sur de Florida contrasta con el ambiente mucho más moderado que se perc...

As investors wait for the SpaceX initial public offering (IPO), money is already flowing into space stocks. Year to date, shares of Rocket Lab (RKLB 6.54%) and Redwire (RDW +3.93%) are currently up over 78%, while Linde (LIN +1.55%) is up 20%. These companies cover launches and space systems, infrastructure and components, and industrial gases used for rocket propulsion. SpaceX is expected to fetch a valuation of anywhere from $1.7 trillion to $2 trillion at its IPO, expected on June 12. This would make it the largest stock market debut in history. A listing of that magnitude would spotlight both the industry's current and future value and likely lead to greater investor demand. Here's why Rocket Lab, Redwire, and Linde are the right stocks to ride the space boom. Rocket Lab SpaceX completes more rocket launches than anyone, according to The Motley Fool's research, but it's not the only game in town. Rocket Lab is growing quickly. It enjoys many of the same advantages as SpaceX by doing everything in-house, including spacecraft manufacturing and launches. As CEO Peter Beck noted, "This vertical integration means we control quality, schedule, and cost in ways that our competitors simply can't." Rocket Lab stock has soared this year, following a record first quarter. Revenue hit $200 million, up 63% year over year. The company booked more launches in the first quarter than all of last year. The backlog is over $2 billion, more than doubling year over year. Expand NASDAQ : RKLB Rocket Lab Today's Change ( -6.54 %) $ -8.78 Current Price $ 125.50 Key Data Points Market Cap $73B Day's Range $ 123.80 - $ 130.76 52wk Range $ 24.67 - $ 138.38 Volume 1.3M Avg Vol 24.2M Gross Margin 33.77 % The company has benefited from launching small satellites and offering space system solutions. However, Rocket Lab is gearing up to significantly expand its revenue potential. The catalyst is the launch of Neutron -- a medium-lift rocket that will increase its payload capabilities. The deve...

Shipping Turmoil Remains Largely Contained To Gulf, For Now The world's most critical maritime energy chokepoint has now been closed for 12 weeks, leaving seaborne energy supply chains heavily disrupted. Still, one UBS analyst points out that the shock has yet to meaningfully spill over into broader global shipping outside the Gulf area, suggesting the disruption remains largely contained for now. " It looks like non-energy related global shipping traffic is running just 4% below normal in May - a bit better than April ," UBS analyst Arend Kapteyn wrote in a note to clients Thursday morning titled "The State Of Global Shipping Disruption." Kapteyn continued: Limited signs of spillovers to non-energy shipping (so far) In our April 30 note, we showed how global oil/gas shipping traffic had fallen by 13% from pre-Middle East conflict levels—closely matching the disruption through the Strait of Hormuz—and how the various regions were trying to reroute ships to find alternative energy supplies. Today's chart examines whether that energy shock is spilling over into broader shipping activity. A key question is whether fuel shortages are beginning to weigh on overall trade flows, providing an additional transmission channel to global supply chains. PMI delivery times have already lengthened by around 1¾ standard deviations, but it remains unclear how much reflects product shortages versus shipping constraints. The chart shows our "momentum" measure of global shipping traffic—defined as tonnes of cargo multiplied by nautical miles traveled per day. We've aggregated the daily data at a monthly frequency (May is the average of the daily data month-to-date), and standardize using z-score over the full sample. Oil and gas shipping has continued to deteriorate, now around 4 standard deviations below normal. By contrast, non-energy shipping weakened through April (-2 standard deviations) but has partially recovered in May (now around -0.7 standard deviations). In level terms, non-...

AMD has announced plans to invest more than $10 billion across its Taiwan-based ecosystem, aiming to strengthen partnerships and increase advanced packaging capacity for next-generation artificial intelligence (AI) infrastructure. The company said the investment will focus on expanding collaboration with manufacturing and technology partners in Taiwan and globally, supporting the development of advanced silicon, packaging and system designs needed to meet rising demand for AI computing. AMD chief executive Dr Lisa Su said the move reflects accelerating adoption of AI across industries. “As AI adoption accelerates, our global customers are rapidly scaling AI infrastructure to meet growing compute demand,” she said. “By combining AMD leadership in high-performance computing with the Taiwan ecosystem and our strategic global partners, we are enabling integrated, rack-scale AI infrastructure that helps customers accelerate deployment of next-generation AI systems.” A central element of the investment is the development of new packaging and interconnect technologies designed to improve performance and energy efficiency. AMD is working with Taiwan-based partners including ASE and Siliconware Precision Industries (SPIL) to advance wafer-based 2.5D bridge interconnect technology. Known as EFB architecture, the approach is intended to increase bandwidth while reducing power consumption, supporting future processors such as the company’s “Venice” CPUs. The company also confirmed a milestone with packaging firm PTI, having qualified what it described as the industry’s first 2.5D panel-based EFB interconnect. This technology is designed to enable large-scale deployment of high-bandwidth systems while improving overall efficiency and cost-effectiveness. These developments build on AMD’s existing work in chiplet architectures, high-bandwidth memory integration and 3D hybrid bonding, which underpin many modern AI systems. The company said such innovations are essential for deliver...

格隆汇5月22日｜雅诗兰黛(EL.US)盘前涨10.5%，报87.21美元。消息面上，雅诗兰黛和西班牙美妆集团Puig终止合并谈判。此前，双方拟议的合并本将打造一家高端美妆巨头，使其更有能力与行业领头羊欧莱雅展开竞争。投资者对这项潜在交易的终止表示欢迎。分析师此前警告称，该交易可能会增加整合风险，加剧公司资产负债表的压力，并分散管理层对长达数月的扭亏为盈计划的注意力。(格隆汇)

“来123走！” 一声短促有力的打板口令，打破了河内午后的闷热。 2026年5月， 第一财经联合渣打银行推出的出海系列节目“征程“ ，把镜头推进了这个与中国山水相连的国家。车子从机场驶出，窗外的摩托车洪流不知疲倦地涌动，路边招牌挤挤挨挨，中越文字混在一起，像一部抒情的老电影。空气里是潮湿，是尘土，是某种说不上来的焦灼——一切都在提醒你：这是越南。炎热，陈旧，却又生机勃勃。每一寸土地都像在发酵，像在酝酿着什么。 那么，中国的中小企业出海越南，真的像邻居串门那样顺水推船？ 渣打银行（中国）有限公司副行长、财富管理及零售银行业务总经理、全球华人业务集团主管李峰 引用了渣打银行的一句老话—— “Here for good” 。他把它翻译成一种态度，或者说，一种选择： “用最大的确定性，来应对充满不确定性的世界。” 这些话放在越南，不是空泛的哲学。在我们整个征程的采访中，这些道理被一遍又一遍地验证。那些在越南站住了脚的企业，几乎都经历过同一个认知陷阱：把跨国当成了跨省。他们后来才明白，把产能搬出来只是第一步。真正的挑战，是在异乡扎根——并且，把根传下去。 这片土地，正在成为中国中小企业出海的“压力测试场”。 一、越南：“第一公里”的热度与代价 越南国家统计局的数字印证了这波热潮。2026年一季度，越南吸引外商直接投资达152亿美元，创下近七年单季度新高，同比增速高达42.9%；前四个月，外资实际到位资金达74亿美元，同比增长9.8%，为近五年同期最高水平。其中，加工制造业实际到位资金61.2亿美元，占比82.7%。富士康、比亚迪电子等巨头近期已大手笔增资数亿美元，扩建越南产能。 对中国制造业企业而言，越南拥有多重吸引力：人口红利——越南人均年龄仅约27岁，劳动力充沛；地缘红利——受益于东盟内部零关税及欧美市场的关税优惠；还有发展阶段的共振——越南正经历中国十几年前走过的工业化进程，天然具有熟悉感与认同感。 然而，热度背后是不断攀升的成本与门槛。 我们“征程“采访过程中，很多企业都和我们说，现在去越南不便宜。北宁省的熟练技术工人月薪基本在2200-3500元之间，旺季加班岗位薪资可突破4000元，已接近中国中西部地区水平。而从劳动效率看，越南工人仅为中国同类岗位的80%。 与此同时，工业用地成本也在飙升。越南北部工业用地平均租金从2020年的每平方米3.2美元上涨至2025年的...

财联社5月22日讯（编辑 史正丞） 9个月前，咖啡连锁品牌星巴克雄心勃勃地宣布，在北美地区所有自营门店上线AI库存盘点工具—— 员工只需要用平板电脑对着货架拍照，AI就能自动统计货架上的各类牛奶、糖浆库存，并自动生成补货订单 。 星巴克当时在官网公告（目前已经被删除）中写道，这项技术结合了计算机视觉、三维空间智能和增强现实，能够快速、精准地进行库存盘点，几分钟内即可识别可用商品、标注低库存项目。 这意味着告别人工清点——迎来更智能、更顺畅的运营。 上线9个月后，公司宣布与这个AI工具挥手告别。 据媒体报道，星巴克本周在一份内部通知中写道：“ 从今天开始，自动盘库存（Automated Counting）功能被取消。今后，饮品配料和牛奶将与门店其他库存商品一样，采用统一方式进行盘点。 ” 作为背景，这个AI工具是星巴克CEO布莱恩·尼科尔为解决门店库存短缺问题所作的努力之一，他曾将供应链问题列为拖累销售的原因。 不过“AI盘库存”工具上线数月后，今年2月有媒体报道称， AI经常会犯错，例如混淆外包装相似的牛奶或者完全漏计 。当时公司还回应称，该工具已经改善了门店商品的可得性。 事实上，在去年9月公司自己发布的宣传片中，就被网友们发现这个AI工具在盘点库存时 “漏”了一瓶糖浆 。 在周四发送给媒体的声明中，星巴克确认该AI项目已经终止。 公司表示，此举是为了“在持续聚焦大规模运营一致性与执行效率的过程中，统一各门店的库存盘点方式”。 公司还向媒体展示了据称是员工评价该系统的截图。其中一条留言写道：“感谢取消自动盘库存！这个想法很棒， 但执行起来确实有困难 。” 目前尚不清楚星巴克的AI为何连品类有限的牛奶、糖浆瓶子都数不清楚。 不过根据公开资料，这套系统是星巴克和AI应用公司NomadGo合作开发，在现任CEO尼科尔于2024年底接任前就存在，多年来一直处于测试阶段。 对于星巴克下线这一应用，NomadGo在一份声明中表示，公司“持续从客户和用户反馈中学习”，以改进其产品。

Amazon (NASDAQ: AMZN) founder Jeff Bezos pushed back on Wednesday against the persistent claim that he personally orchestrated the company’s acquisition of the Melania Trump documentary, calling the narrative a “falsehood that will not die” during an interview on CNBC’s Squawk Box. Bezos, who stepped down as Amazon’s chief executive in 2021 and currently serves as executive chairman, told host Andrew Ross Sorkin that he had no involvement in the decision to acquire the film and that he continued to see it cited incorrectly as his initiative. Amazon MGM Studios paid approximately $40 million to license the documentary, directed by Brett Ratner, with total spending including marketing estimated by some outlets to have reached $75 million. The film follows 20 days in First Lady Melania Trump’s life in the run-up to her husband’s January 2025 presidential inauguration, offering what the studio described as unprecedented access to private conversations, critical meetings, and the behind-the-scenes logistics of a White House transition. Melania was released in theaters on 30 January 2026 and earned $16.6 million at the global box office, a result that fell short of the acquisition cost but was followed by what Bezos described as strong streaming performance on Amazon Prime. In the CNBC interview, Bezos called the acquisition “a very wise business decision,” adding that the streaming numbers justified the investment even if the theatrical performance was modest. He denied that the project was a vehicle for currying political favour, and stated that both he and Melania Trump’s office had formally rejected that characterisation. The controversy around the film intensified in March when a group of Democratic lawmakers including Senator Elizabeth Warren and Representatives Hank Johnson, Dan Goldman, and Ben Ray Luján sent a letter to Amazon chief executive Andy Jassy questioning the extraordinary price paid for the documentary and raising concerns about whether the deal consti...