文章提及标的 盈透证券 -- 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。

三峰环境公告，控股股东重庆德润环境有限公司基于对公司未来发展前景的信心，计划自2025年5月22日起12个月内增持公司股份。截至2026年5月22日，德润环境已通过集中竞价交易方式累计增持公司股份2577.78万股，占公司总股本约1.54%，累计增持金额2.17亿元，本次增持计划已实施完毕。本次增持后，德润环境持有公司股份7.62亿股，占公司总股本约45.57%。

美股盘前，老虎证券跌幅扩大至逾40%，富途控股跌超30%。 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。

yujie chen/iStock Editorial via Getty Images With some companies, you need to keep very tight targets - the company that we're going to talk about today is one of those companies. It's been about 2 months since my last article on Erste Bank Group ( EBKDY )( EBKOF ), a bank that I've been covering and also investing in for some time, but also then selling at a higher share price. Thus far, I've rotated the bank once. My last article, which you can find here, did not, in fact, consider the company to be a "HOLD", but instead a "BUY". In retrospect, I managed to target the "dip" in valuation quite perfectly - though I was not so lucky with the valuation for the upswing some weeks later, which you can see below. Seeking Alpha Erste Group RoR So, a return that is barely good enough. But I could have sold at a fairly compelling price some months back, but I missed out on it. The company has dipped down again and is now above my price target, but not close enough to my fair value target to necessarily justify a rotation suggestion. The appeal for Erste Group lies in its fundamentals - the CEE exposure. Finding quality CEE exposure is very hard to do. Western European banks, including Scandinavian banks, have increasingly suffered signs of slower and slower growth. Each year, eking out those fee increases or NII growth becomes harder. It's obvious to me that, between digital pushes, higher costs, attempts to save money, and interest rates, many of the larger banks are struggling. The valuations for all of the banks that I previously covered and invested in, such as Swedbank ( SWDBF ), Nordea ( NRDBY ), Handelsbanken ( SVNLF ), SEB ( SVKEF ), and others, are all experiencing significant inflation - I consider them at this time to be basically uninvestable. The same is true for most of the German, French, BeNeLux and UK-based banks. This makes central European banks basically a No-go - Swiss banks are tricky in their own right, I don't consider any of them all that attractive...

据《商业内幕》21日报道，SpaceX正为AI部门大举招聘工程师和物理学家。 随着SpaceX推进可能成为史上最大IPO之一的上市计划，埃隆 · 马斯克表示，自己将亲自审核通过“基本理智筛选”的求职申请。他表示，求职者不一定需要AI从业经验，但必须通过邮件提交三条要点，证明自己“具备卓越能力”。“聪明的人很快就能学会这些东西。如果你曾让一个极其复杂的系统真正运转起来，并产生实际价值，那会是非常重要的加分项。” 这种招聘风格也延续了马斯克一贯的方式：要求简单直接，更看重实际成果，而不是传统履历。今年1月，马斯克为特斯拉 AI芯片 团队招聘时，也曾要求候选人用三条要点说明自己解决过哪些“最困难的技术问题”。 SpaceX此次招聘动作，再次反映出科技行业AI人才竞争依然激烈。当地时间周二，特斯拉前AI总监、OpenAI早期核心成员安德烈·卡帕西宣布加入Anthropic，被视为Anthropic在AI人才争夺中的一次重要胜利。 对于已经并入SpaceX的xAI，马斯克今年3月曾表示，在多名联合创始人离开后，他会重新翻查公司过去的面试记录。据IT之家此前报道，马斯克计划再次联系那些有潜力的候选人。 SpaceX已于周三递交S-1上市申请文件，正式IPO预计将在6月启动。SpaceX计划融资750亿美元至850亿美元（现汇率约合5108.23亿元至5789.32亿元人民币），公司估值预计将达到1.5万亿美元至2万亿美元（现汇率约合10.22万亿元至13.62万亿元人民币），有望成为历史上规模最大的IPO之一。

Global Retirement Partners LLC boosted its stake in shares of Intel Corporation (NASDAQ:INTC - Free Report) by 28.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 171,717 shares of the chip maker's stock after purchasing an additional 38,150 shares during the quarter. Global Retirement Partners LLC's holdings in Intel were worth $6,336,000 at the end of the most recent reporting period. A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. Vanguard Group Inc. boosted its position in Intel by 3.5% during the 4th quarter. Vanguard Group Inc. now owns 404,522,308 shares of the chip maker's stock valued at $14,926,873,000 after purchasing an additional 13,692,624 shares during the period. Capital World Investors boosted its position in Intel by 32.5% during the 3rd quarter. Capital World Investors now owns 86,503,121 shares of the chip maker's stock valued at $2,902,180,000 after purchasing an additional 21,230,715 shares during the period. Van ECK Associates Corp raised its stake in Intel by 18.3% during the 3rd quarter. Van ECK Associates Corp now owns 55,521,741 shares of the chip maker's stock valued at $1,862,755,000 after acquiring an additional 8,569,812 shares in the last quarter. Invesco Ltd. raised its stake in Intel by 0.7% during the 3rd quarter. Invesco Ltd. now owns 47,658,924 shares of the chip maker's stock valued at $1,598,957,000 after acquiring an additional 312,485 shares in the last quarter. Finally, Legal & General Group Plc raised its stake in Intel by 0.9% during the 3rd quarter. Legal & General Group Plc now owns 33,589,413 shares of the chip maker's stock valued at $1,126,925,000 after acquiring an additional 288,828 shares in the last quarter. Institutional investors and hedge funds own 64.53% of the company's stock. Get Intel alerts: Sign Up Insider Activity at Intel In other news, EVP Boise April M...

格隆汇5月22日｜诺基亚(NOK.US)美股盘前涨3.6%报14.69美元。消息上，自2026年5月21日起，诺基亚在美国加州正式启用了全新的AI网络创新实验室，这被市场视为其AI战略从概念走向落地的重要一步。此次布局是诺基亚此前一系列动作的自然延伸，并且已体现在财报中，2026年第一季度，面向AI和云客户的销售额同比增长了49%，已占其总营收的8%。今年以来，诺基亚股价累计涨幅已超100%，反映出市场对其AI转型战略的高度认可。

爱施德公告，董事长黄文辉因个人原因申请辞去公司法定代表人、董事、董事长、董事会战略委员会委员、提名委员会委员职务。黄文辉辞职后将不再担任公司及控股子公司任何职务。其辞职申请自送达公司董事会之日起生效。截至本公告披露日，持有股份398.5万股。公司董事会将尽快完成董事长的选举及法定代表人变更登记工作。在新任董事长选举完成之前，公司副董事长周友盟暂时代行董事长职权。

向上融科（老虎证券）、富途控股美股盘前跌幅进一步扩大 2026-05-22 16:37:54 来源： 同花顺7x24快讯 分享 文章提及标的 老虎证券 -- 富途控股 --

当前，美国试图建立超级人工智能的碾压优势、获取新的美元霸权，但石油美元旧体系的枯竭，也意味着算力美元新构想的空悬 按照特朗普政府的设想，美国要成为全球人工智能算力的出口国，并让美元在汇率浮动中保持强势。图：视觉中国 对石油美元体系的研究，往往更多关注“石油换安全”假说、强制美元结算安排等传统叙事。笔者试图从该体系下美国和中东石油生产国事实上构建起的“美元货币区”出发，作为研判石油美元体系未来走向、审视算力美元体系可能性的新视角。20世纪70年代初布雷顿森林体系的瓦解，英镑受到的挫败甚于美元，“英镑区”的解体也标志着石油英镑体系的终结。此后，海合会六国货币融入浮动与弹性汇率制度的国际主流不过昙花一现，随即很快回归挂钩美元的固定汇率安排。尽管存在对美巨额贸易顺差，但因中东石油生产国货币汇率盯住美元不升反降，美国获得了长期廉价的石油供应。本轮美以伊冲突不仅动摇了石油美元的根基，也让伊朗展示了将关键资源“武器化”对抗美国的意外效果。作为需要集成更多资源、依赖更广泛的国际分工合作的人工智能产业，未来面临的此类风险挑战将远胜于此，美国以算力美元替代石油美元、继续货币霸权的战略，也事实上走到了如当年的英国苏伊士运河危机一样的历史转折点。 推荐进入 财新数据库 ，可随时查阅宏观经济、股票债券、公司人物，财经数据尽在掌握。

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》。 综合整治非法跨境证券期货基金经营活动实施方案 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， 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》 、 《 中华人民共和国 网络安全法》 、 《 中华人民共和国 个人信息保护法》 、 《 中华人民共和国 反洗钱法》 、 《证券公司监督管理条例》 、 《 中华人民共和国 外汇管理条例》等法律法规规定，现制定本方案。 一、总体要求 坚持依法依规严厉查处非法跨境证券期货基金经营活动，通过个案打击强化警示震慑。坚持部际央地协作，健全各司其职、齐抓共管、协同高效的工作机制，强化跨境监管协作。坚持稳妥推进 ， 精准施策 ， 加强政策宣传解读和风险 提示 ，保护投资者财产安全。坚持举一反三，建立长效防范打击机制，强化源头治理，筑牢 非法 跨境经营风险防波堤防浪堤。 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，坚决查处严重违法机构，形成严打高压态势。 围绕非法展业全链条开展整治，分阶段逐步压降 非法 存量境内投资者账户及资产规模，实现“坚决取缔非法 、 稳妥清理存量”的整治目标。 二、整治政策要求 （一）整治对象 1.非法跨境经营证券期货基金 业务 活动的境外机构。 2 . 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。 3. 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、应用程序（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）整治业务范围 境外机构未经国务院证券监督管理机构批准，在境内经营证券期货基金业务，构成非法跨境经营活动，应当依法予以取缔。相关主体在跨境经营和投资活动中违反外汇管理、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。 （三）取缔非法跨境经营 活动 相关工作要求 1.禁止境外机构在境内 非法 开展证券期货基金业务相...

$NVIDIA (NVDA.US)$ dont invest just keep shorting this and you will make millions Moomoo

格隆汇5月22日｜富国银行将Okta的目标价从76美元上调至85美元，维持“持股观望”评级。(格隆汇)

过去两年，整个行业在算力军备竞赛中的标准动作只有一个：买更多GPU，建更大集群，堆更高算力。 但现在，这条路径正在被重新审视。 近日，智谱首次公开了一项在生产集群中验证过的架构创新——ZCube组网架构。 其中一组数据是：GPU一张没加，服务器一台没换，连应用代码都一行没动，集群推理吞吐直接提升了15%，TTFT（首Token响应时间）P99尾延迟下降了40.6%。这些数字是在真实生产流量中跑出来的，不是实验室的仿真推演。 对一家服务上百万开发者的大模型API平台来说，这意味着同一套硬件基础设施，每秒能多扛15%的并发请求，流量洪峰下的排队等待时间大幅缩短。而P99尾延迟的40%降幅，直接决定了终端用户感知到的“卡顿感”能减少多少。 更让行业内部关注的，是成本结构的变化。 据智谱披露，ZCube架构所需的交换机和光模块数量比原有方案少了三分之一。 规模越大，这笔节省的绝对值就越可观。在推理需求持续高增长、算力供给整体偏紧的市场里，这种“不动硬件、只动组网”的效率挖潜，等于是对存量算力资产进行了一次极低成本效率重估。 不是只有智谱一家在抠算力 智谱这次公开的技术细节有限，但核心逻辑已经足够清晰：当集群里数千甚至数万张GPU同时处理推理请求，每一次KV Cache的跨卡传输、每一次数据同步，都要穿越GPU之间的互联网络。这个网络的效率上限，直接决定了GPU本身能发挥出多少真实算力。ZCube的思路，就是从拓扑设计上重新规划这张“路网”，从根源上消除拥塞——而不是等堵了再去疏导。 几乎在同一时间窗口，另一件事让这个方向的判断有了更重的分量。 OpenAI联合NVIDIA、AMD、Intel、Microsoft、Broadcom五大巨头，正式发布了MRC（多路径可靠连接）网络协议。这是一套面向超大规模AI集群的开放网络协议，目前已经部署在OpenAI所有最大规模超算集群中，包括位于德克萨斯州Abilene的Oracle超算和微软Fairwater超算，用于训练ChatGPT等前沿模型。 两件事放在一起看，指向的判断是一致的：当GPU集群从万卡级向十万卡级跃进，网络早已不是那个被动的“连接件”，而是制约整体效率的核心变量。 但它们的技术路径截然不同。MRC在协议层优化“交通规则”；ZCube则在架构层重构“路网”——从拓扑设计上消除拥塞产生的结构性根源。一软一硬，殊途同归。 ...

俄副外长里亚布科夫在一次专访中表示，俄美对话并未放缓，两国高层仍保持开展建设性工作的意愿，但主要挑战是美方对俄的全面遏制、削弱和地缘政治包围。美方不仅保留了2014年以来所有的对俄制裁，还增加了新制裁，包括试图禁止伙伴购买俄能源、禁止其他领域对俄合作。里亚布科夫表示，俄美关系要取得进展并非不可能，但需要双方展现政治意愿、清醒地看待现实。（央视新闻）

美股盘前，老虎证券跌幅扩大至逾33%，富途控股跌超25%。 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。

国际油价走高 2026-05-22 16:35:07 来源： 同花顺7x24快讯 分享 文章提及标的 布伦特原油 -- 原油 -- 布伦特原油站上106美元/桶，日内涨3.66%。WTI原油涨超3%，现报99.4美元/桶。

Motorists cutting back on petrol and fuel purchases at the steepest rate since the Covid pandemic in 2020 drove retail sales in Great Britain to their biggest monthly decline in a year. The Office for National Statistics (ONS) said the overall volume of retail sales plunged by 1.3% in April compared with the previous month, the biggest contraction since May last year and worse than the -0.6% forecast. Fuel purchases plunged more than 10% month on month, the biggest slide since November 2020, when monthly sales fell 14.8% as pandemic protocols put households into a second national lockdown. “After strong growth last month, motor fuel sales fell in April, with evidence suggesting motorists were conserving fuel after stocking up in March,” said Grant Fitzner, the chief economist at the ONS. “These subdued fuel purchases contributed to a sizeable monthly fall for total retail sales in April.” The ONS slightly revised down its initial estimate of retail sales growth in March from 0.7% to 0.6%. That rise was driven by a 6.1% increase in fuel sales volumes – and a 12% rise in the value of fuel sales, the biggest monthly increase since November 2021 – as the Iran war prompted “panic at the pumps” and a rush to stock up amid the biggest jump in fuel prices for more than three years. The ONS said that when excluding the impact of the dramatic fall in fuel purchases, total retail sales fell by 0.4% month on month. Fitzner said there were “strong and sustained” sales at beauty product and computer and tech shops in April. However, sales at retail stores fell by 0.4% versus March, with clothing stores taking the brunt as sales declined 2.4%. That was the lowest level since June last year, amid variable weather conditions and lower demand as shoppers worried about rising prices. Jacqueline Windsor, the head of retail at PwC UK, said: “April 2026 will be remembered as the first month that the impact of the Middle East conflict first hit British consumers. We already saw consumer s...

Key Points SpaceX is expected to go public on June 12 amid growing investor interest in the space industry. Rocket Lab, Redwire, and Linde are meeting growing demand for space infrastructure and operations. Linde is building a plant near SpaceX headquarters to supply industrial gases for rocket launches. 10 stocks we like better than Rocket Lab › As investors wait for the SpaceX initial public offering (IPO), money is already flowing into space stocks. Year to date, shares of Rocket Lab (NASDAQ: RKLB) and Redwire (NYSE: RDW) are currently up over 78%, while Linde (NASDAQ: LIN) 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. 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 » 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 ov...

现代牧业公告，公司此前披露拟通过购股协议收购中国圣牧有机奶业有限公司的待售股份并提出强制有条件现金要约。本次公告显示，购股协议已于2026年5月22日完成，现代牧业收购1.07亿股中国圣牧股份，代价总额为现金3752万港元。紧随购股协议完成后，现代牧业及其一致行动人士合计持有中国圣牧已发行股本总额的31.26%，触发强制要约，中信里昂证券将代表现代牧业按每股0.35港元提出要约，综合文件将于2026年5月29日或之前寄发。

Zhang Yaoxue Seven months after Chinese authorities announced an investigation into Zhang Yaoxue, the former president of Central South University has been expelled from the Communist Party and dismissed from public office, with his case transferred to prosecutors. China’s top anti-corruption bodies said Thursday that Zhang, a computer scientist and member of the Chinese Academy of Engineering, had used his authority to benefit others in personnel appointments, the granting of academic titles and honors and other matters, accepting money and valuables in return. The statement accused him of helping foster “unhealthy practices and corruption” in academia.

Zhang Yaoxue Seven months after Chinese authorities announced an investigation into Zhang Yaoxue, the former president of Central South University has been expelled from the Communist Party and dismissed from public office, with his case transferred to prosecutors. China’s top anti-corruption bodies said Thursday that Zhang, a computer scientist and member of the Chinese Academy of Engineering, had used his authority to benefit others in personnel appointments, the granting of academic titles and honors and other matters, accepting money and valuables in return. The statement accused him of helping foster “unhealthy practices and corruption” in academia.

格隆汇5月22日｜安联研究表示，欧洲需要在人工智能应用方面采取协调行动，以避免对外国基础设施提供商的依赖。这包括动员主权财富基金和开发银行，以及实施统一的框架。该机构表示：“法国和瑞典的Mistral AI和主权计算能力项目等举措是有希望但规模适中的制衡力量。”安联研究称，如果不采取果断措施，欧洲不仅可能失去市场份额，还可能失去对其经济数字基础设施的战略自主权。

聯想集團全年度收入創新高，突破800億美元。管理層指，目標於未來兩年內，提升至1,000億美元。 聯想集團主席兼首席執行官楊元慶說：「我們強勁的第四季及全年業績是最佳證明，對於我們致力於混合型人工智能創新與卓越營運。基於這個基礎，我們的長期目標是，達到1,000億美元的收入。其實這個目標並不遙遠，我們希望在兩年內達成。我們將繼續擴大我們的利潤率，提升至更為可觀的水準。」

Source: Bloomberg, 0:00

(RTTNews) - Cencora Inc. (COR), a pharmaceutical company, announced that it has raised the lower end of its fiscal 2026 adjusted earnings outlook. Further, the company said its Board of Directors, on May 20th, authorized additional up to $2.0 billion share repurchase program. Under the new guidance, the company now expects adjusted earnings per share to be in the range of $17.70 to $17.90, up from the previous range of $17.65 to $17.90. According to the firm, the outlook was updated as a result of recent opportunistic share repurchases, which were completed in May in line with its expectation of repurchasing $1 billion of the shares by the year-end. As of May 21, the company had $382 million remaining under its share repurchase program previously authorized in May 2024. In the after-hours trading on the NYSE, the shares gained 1.3% to $268.82, after closing Thursday's regular trading 0.3% higher. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

亞太區主要股市向好。 日本股市破頂，突破63,000點關口，綜合全星期，累積上升逾百分之3。 南韓股市連升兩日，全周升幅逾百分之4。 台灣股市創收市新高，全星期升逾百分之2。 澳洲股市亦連升兩日，全周計亦靠穩。