格隆汇5月22日｜沪电股份(002463.SZ)今日涨停，股价逼近历史最高点，换手率16.54%，成交额291.63亿元。龙虎榜数据显示，深股通买入11.96亿元，卖出5.91亿元，净买入6.05亿元；五家机构买入9.23亿元，卖出3.53亿元，净买入5.71亿元；游资“歌神”位列卖三席位，净卖出1.03亿元。上榜席位全天买入25.25亿元，卖出10.62亿元，合计净买入14.63亿元。(格隆汇)

Critterz , a feature-length cartoon intended to showcase how OpenAI ’s video-generation capabilities could revolutionize filmmaking, has missed its planned Cannes Film Festival debut after the artificial intelligence company shut down its Sora tool, forcing its creators to look for a new AI partner. Co-director Chad Nelson, an OpenAI creative strategist, and producer James Richardson, said in an interview from the show that they’re planning to release the film in the first quarter of next year and spent this year’s festival looking for a distribution partner. The annual event in southern France, which acts as a showcase for new films and a market for their distributors, ends on Saturday. OpenAI’s Nelson originally penned and directed a short animation of the same name about talking forest creatures in 2023. The five-minute-long movie was made with OpenAI’s DALL-E, which generates static images from text prompts and predates Sora. The feature-length version was set to take advantage of Sora’s video-generation capabilities to tell a story about an animal’s hunt for her long-lost brother. Critterz is “an independent film created by its filmmakers, who are experimenting with OpenAI’s tools as part of their creative process,” a representative for OpenAI said. “OpenAI is neither the film’s financier nor its producer.” Using generative AI to create the scenes and characters means that the film can be produced more quickly and cheaply than a traditionally animated movie, Richardson said in an interview from the festival. “A film like this would have taken three years and maybe 300 people, or four years and 200 people, and we’re doing it in nine months with 15 people,” Richardson said. He declined to comment on the budget, because the filmmakers are still looking for distributors. Last year, the Wall Street Journal reported it was going to be made for less than $30 million. The budget for Walt Disney Co. ’s Toy Story 4 was $200 million. OpenAI announced in March that it woul...

Stephen Colbert's 'Late Show' ends with a swan song and a giant wormhole toggle caption Scott Kowalchyk/CBS ENTERTAINMENT Satirist Stephen Colbert ended the late night show he hosted for nearly 11 years on a whimsical and joyful note. During his finale, he invited his audience, his crew and famous friends to dance with him onstage as he sang Hello, Goodbye with former Beatle Paul McCartney. Joining them was singer Elvis Costello, and musicians Louis Cato and Jon Batiste, the current and former band leaders for Colbert's show. And in the end, Colbert and McCartney together switched off the lights at New York's Ed Sullivan Theater, where the Beatles made their American debut in 1964 and where the Late Show franchise was taped in front of audiences for close to 33 years. Sponsor Message YouTube Through the magic of visual effects, Colbert's entire show and the theater were sucked into a giant green interdimensional wormhole that at times looked like the CBS logo to this reporter. Joining Colbert for a bit earlier in the show were his late night host buddies Jon Oliver, Seth Meyers and the two Jimmies – Fallon and Kimmel – aka "Strike Force Five." "We came to say, we're going to miss you," Kimmel said. "Late night is not going to be the same without you." Meyers added, "Yeah, without you. Where will Americans turn to see a middle-aged white man make jokes about the news?" Last July, CBS canceled Colbert's top-rated late night show, saying it was "purely a financial decision against a challenging backdrop in late night." But his fans and friends say it was retribution for his continuous criticism of President Trump and his administration. The cancellation also came as Paramount Global – which owns CBS – sought Federal Communications Commission approval for its $8.4 billion merger with Skydance Media . The network gave Colbert months to wind down his show, and he never stopped roasting Trump during his monologues…. except for his last one, where he didn't mention politics...

上海电气公告，公司于2026年2月4日至4月8日在联交所公开挂牌转让所持上海电气国轩新能源科技有限公司47.4%股权，挂牌价格为1元。5月13日，确定受让方为南京国轩控股集团有限公司，5月21日签订《产权交易合同》，成交价格仍为1元，截至公告日，合同生效条件尚未达成。

继摩科瑞发起诉讼后， 道达尔 能源也考虑对波罗的海交易所采取法律行动。当下各类法律纠纷，正冲击原本联系紧密的石油航运行业。 霍尔木兹海峡近乎断航，令航运业用于全球油轮运输风险对冲的基准运价与衍生品合约陷入混乱。航运业内人士警示，相关商业纠纷或将持续数年之久。 其中最受关注的案件，是瑞士贸易商摩科瑞于4月30日向英国高等法院起诉波罗的海交易所。知情人士透露，道达尔能源旗下石油贸易子公司道达尔石油贸易公司，也拟就该交易所的相关裁决提起诉讼。波罗的海交易所负责评估并发布运价，诸多航运合约定价均以此为依据。 伊朗战事的影响持续波及航运与能源市场。海峡航运受阻导致大批货运订单取消、延期，石油买卖双方间诉讼案件激增。 一单中东原油货运违约，会顺着上下游交易链条层层传导，进而引发多起连锁诉讼。 责任编辑：江学思

财联社5月22日讯，市场震荡反弹，三大指数高开高走，创业板指、深成指均涨超2%。沪深两市成交额2.9万亿，较上一个交易日缩量5783亿。盘面上，市场热点快速轮动，全市场超3800只个股上涨，超百股涨停。从板块来看，PCB概念集体走强，宝鼎科技5天3板，华正新材3天2板，鹏鼎控股、山东玻纤、强达电路、方邦股份等多股涨停。MLCC概念爆发，风华高科、博迁新材4天2板。超级电容概念快速拉升，元力股份20CM涨停。机器人概念反复活跃，和泰机电、锋龙股份双双2连板。培育钻石概念表现活跃，四方达20cm涨停，黄河旋风、恒盛能源涨停。下跌方面，白酒概念集体调整，皇台酒业、金徽酒等纷纷下挫。截至收盘，沪指涨0.87%，深成指涨2.3%，创业板指涨2.84%。 板块方面 PCB全线爆发，铜箔、玻纤、钻针等方向均表现突出，宝鼎科技5天3板，鹏鼎控股、山东玻纤、生益科技、沪电股份、深南电路、方正科技等涨停。 站在OEM厂商角度，拆分BOM物料价值量，VR200机柜的出货价为780万美金，相较GB300机柜（390万美金）增长100%。其中VR200的机柜PCB价值量11.6万美金，较GB300的机柜PCB价值量（3.5万美金）翻3倍，同比增长233%。 国金证券同样表示，当前 AI 推理瓶颈迭代与架构演进，正推动 PCB 价值定位实现根本性跃升。Transformer 架构下大模型推理存在算力与带宽极端错配，英伟达解耦式推理架构对 PCB 提出高密度封装、高速互联、高功率供电散热等更高要求，PCB 技术门槛与认证周期对标半导体封装，单台服务器 PCB 价值提升超两倍，高端 PCB 供需失衡延续至2027年。 超级电容概念持续走强，元力股份20CM涨停，华发股份、法拉电子、东方钽业等涨停，宏达电子、新坐标、江海股份等涨幅居前。 消息面上，国金证券研报称，英伟达自GB300起将电解电容器集成至电源架，可使电网峰值需求降低约30%。该机构认为，超级电容已从实验室方案走向机柜级标配，2026年下半年Rubin平台放量将是相关产业链业绩兑现的关键窗口。 培育钻石概念表现活跃，四方达20cm涨停，黄河旋风、恒盛能源涨停。消息面上，据央视财经消息，金刚石一直被誉为“工业牙齿”，随着AI带动的算力基础设施发展，金刚石的散热应用爆发，从论吨卖的工业磨料，变成 论“片”卖的“芯片散热贴”。 整体来看，PCB...

Medline ( MDLN ) announced the pricing of an upsized secondary offering of about 72.6M Class A shares at $37 per share by selling shareholders affiliated with Blackstone ( BX ), Hellman & Friedman, and a wholly owned subsidiary of Abu Dhabi Investment Authority. The selling shareholders also granted underwriters a 30-day option to purchase up to an additional 10.8M shares. The offering is expected to close on May 28, subject to customary conditions. Medline is not selling any shares of Class A common stock in the offering and will not receive any of the proceeds from the sale. Medline ( MDLN ) shares closed at $37.1 on Thursday. MDLN +0.8% premarket on Friday. More on Medline Inc., Blackstone Prologis: Likely To Outperform Blackstone Industrial Funds Blackstone: Be Greedy When Others Are Fearful Medline Inc. 2026 Q1 - Results - Earnings Call Presentation Blackstone-backed AI enterprise services firm acquires Fractional AI Blackstone, Hellman & Friedman-backed holders selling Medline shares in offering

若冲突持续，化肥供应链的断裂将是压垮全球粮食市场的那根稻草。 联合国粮食及农业组织（粮农组织，FAO）最近发出警告，若霍尔木兹海峡航运持续受阻，而各国政府又未能及时采取行动，未来6至12个月内，全球可能面临严重的粮价危机。 FAO首席经济学家马克西莫·托雷罗（Máximo Torero）在接受第一财经记者专访时表示，冲突爆发以来的价格涨幅“主要由油价上涨驱动，并被充足的全球谷物供应所缓冲”，但这种表面上的韧性掩盖了更深层的结构性风险，若冲突持续，化肥供应链的断裂将是压垮全球粮食市场的那根稻草。 化肥短缺：六个月后的“定时炸弹” 霍尔木兹海峡封锁的影响在化肥市场格外刺眼。粮农组织报告显示，海湾地区提供了全球约30%至35%的尿素出口量，以及20%至30%的氨出口量。 此轮中东冲突爆发以来，卡塔尔拉斯拉凡液化天然气及化肥设施于3月2日遭导弹袭击，1120亿立方米液化天然气产能及相关氨生产随即中断；卡塔尔、阿联酋、沙特阿拉伯、伊朗及约旦的多家主要化肥工厂亦因安全威胁相继减产或停工。 在贸易端，正常情况下每年约1600万吨化肥途经霍尔木兹海峡；海峡封锁后，每月约300万至400万吨化肥无法抵达目的地市场。价格随即应声而涨：3月初，中东颗粒尿素价格较2月底单月暴涨约19%，升至每吨590美元以上；埃及尿素价格数日内飙升28%，达每吨625美元。 托雷罗向第一财经解释了这场化肥冲击对实体农业生产的滞后影响：化肥短缺对主粮产量的冲击预计将在未来6至9个月内显现，食品价格的涨价压力将在2026年底至2027年更为明显。 “时机至关重要，”他表示，“如果全球化肥供应链在未来2至3个月内无法恢复，2026年秋播小麦和2027年春播作物将面临严峻的化肥短缺或高不可攀的采购价格。” 世界银行最新一期《大宗商品市场展望》预计，今年全球化肥价格将上涨31%，其中尿素价格将跳升60%，化肥可负担性将降至2022年以来最低水平，农民利润空间受到压缩，未来农作物产量面临威胁。 一涨俱涨 托雷罗在采访中告诉第一财经，当前市场面临的最大风险并非单一商品价格走高，而是“跨商品价格传导效应”的叠加——当能源、化肥、运输和饲料成本同步上升，小麦、玉米、植物油与大米之间的替代需求将放大全球食品通胀，对依赖粮食进口的低收入国家冲击尤为严峻。 数据显示，粮农组织食品价格指数4月平均值升至130.7点，环比上涨1.6...

Alex Cristi /iStock via Getty Images Intertek Group Plc ( IKTSF ) accepted a takeover bid from EQT, the Swedish investment group which has all sorts of private market funds. Based on a possible comp like SGS ( SGSOY ) also in the certification markets, we think the current price is reasonable - as opposed to less sweet offers before . There is currently a 10% deal spread for Intertek. It appeared to be a deal with support from shareholders , and while there isn't a relative premium to standalone companies not subject to a total control takeover, the valuation is full enough where we don't expect too many issues in seeing the deal through, particularly as the stock hasn't been performing that well, and the offer is coming from a non-strategic sponsor. While it wouldn't be good for prices if the deal collapsed, it's not a bad asset to own in its own right. Data by YCharts Shortly on Intertek This is an ATIC company, providing certification and assurance services for corporates. The idea here is that if there are standards that need to be conformed to, for example environmental standards, Intertek can provide services in order to help customers meet standards and codes. Markets include things like supply chain sustainability consulting services and the like. We'd argue that the underlying forces supporting their business is growing regulation, particularly in emerging markets where heavy regulation isn't yet in place. Acquisitions (FY Pres) In line with that , the company has been doing acquisitions in geographies like Brazil. However, in some ways there are cycles to this business. World of energy segment was under pressure as the focus moves away from net-zero objectives to things that actually matter to the bottom line like cost reduction. In other words, the end market is focused on only necessary ATIC which is not a surprise when growth becomes constrained. Revenue performance (FY pres) As of the FY results, growth was clear across the board (except for in the wor...

Hong Kong film producer and actor Raymond Wong Pak-ming has been found guilty of sharing insider information with his sister to trade shares of an entertainment company he chaired in 2017, bringing her more than HK$1 million (US$127,650) in profit. Magistrate Ko Wai-hung of Eastern Court on Friday found Wong had made “absurd and illogical” explanations for his messages to younger sister Jenny Wong, ruling he had knowingly tipped her to buy shares in Transmit Entertainment, a television series production company previously known as Pegasus Entertainment Holdings, which he controlled in 2017. The magistrate found that the 79-year-old, who was in negotiations with a potential buyer to sell his shares, had transferred a total of HK$2 million to his sister and instructed her to bulk trade between August 25 and October 17, 2017. Advertisement Messages exchanged between the siblings were read out in court, with Wong telling his sister in one message: “Buy in as much as you can when it is under HK$0.2.” Prosecutors from the Securities and Futures Commission alleged the defendant sent similar messages to Jenny Wong on three occasions, to which she replied that she had bought additional shares afterwards. Advertisement During the trial, Raymond Wong denied informing his sister, claiming he was annoyed at her asking him multiple times about his company’s stock. He said he had been speaking to her in a “sarcastic way” when he asked her to go all in, because using irony had been their usual way of communication since childhood.

PLTR: Confirmed 3.2x Breakout Holding — But the Multi-Timeframe Bias Says the Trend is Against It. Overview PLTR at 131.72 presents a clean tension between price action and directional structure. On one hand, there's a confirmed 3.2x breakout with a 4.3% bounce off demand and only -1.4% retrace — the buyers are holding ground. On the other hand, the multi-timeframe bias reads Moderate BEAR at 41.3/58.7% with EMA bearish (2:5), Ichimoku bearish (5:9), C>T flipped bearish (6:8), and a bearish engulfing pattern. The breakout is real. The trend behind it is working against it. One of these signals is wrong — and the resolution will determine PLTR's next significant move. Price Structure PLTR trades at 131.72 with a confirmed breakout: 4.3% bounce at 3.2x magnitude, classified as Strong Breakout. The retrace is -1.4%, which is shallow relative to the bounce — buyers are defending the level with conviction. Price sits in a demand zone with 1 demand below and 8 supply zones overhead. The S/D imbalance is significant: 8:1 supply-over-demand means the breakout faces heavy layered resistance above. Each supply zone represents a prior selling level that will need to be absorbed for continuation. The breakout classification is important context. A confirmed 3.2x breakout means the bounce exceeds the retrace by more than 3x — this isn't a marginal recovery or a dead cat bounce. The price structure has validated the demand zone. The question is whether that validation can overcome the trend-level headwinds. Multi-Timeframe Directional Bias The bias reads Moderate BEAR (7.41% on the summary, 41.3/58.7% on the detailed breakdown). Total signal count: 26 bull : 37 bear out of 121 evaluated. The spread is 17.5%, classified as Moderate. Clarity at 48%. Close vs Tenkan: 6:8 bearish. This is a critical reading. On 8 of 14 active timeframes, price is closing below the Tenkan-sen. When C>T flips bearish, it means the short-term momentum across the majority of timeframes has turned against...

Data from Stocktwits shows that retail sentiment remained ‘extremely bullish’ on SPY and QQQ. Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Investors cheered the Trump administration’s $2 billion quantum computing push and stayed bullish on AI-linked trades. Quantum names, including Rigetti Computing, D-Wave Quantum, and Infleqtion, surged after receiving proposed federal grants, while IBM soared on a $1 billion quantum initiative. Traders are also watching consumer sentiment data and the leadership change at the Fed, due later today. U.S. stock futures climbed higher early Friday, driven by a massive $2 billion government funding injection into the quantum computing sector. The move added nearly $5 billion in combined market value across the quantum sector in a single session on Thursday. Crude oil prices resumed their rally after Tehran insisted on keeping its enriched uranium stockpile, stalling diplomatic progress despite U.S. Secretary of State Marco Rubio noting "some good signs" in ongoing peace talks. Read Next Loading... Loading... Investors are also keeping a close eye on Washington today as President Donald Trump is expected to officially swear in Kevin Warsh as the new Federal Reserve Chair, succeeding Jerome Powell. As of 4:30 a.m. ET on Friday: Nasdaq futures were 0.5% higher, S&P 500, Dow, and Russell 2000 futures were up 0.3%. Retail sentiment toward the SPDR S&P 500 ETF (SPY), an exchange-traded fund that tracks the S&P 500 Index, and the Invesco QQQ Trust (QQQ) ETF, which tracks the Nasdaq-100 Index, remains locked at ‘extremely bullish’. Trending Stocks To Watch International Business Machines Corp. (IBM): Shares rose another 4% in early premarket trade, extending gains from the previous session following a proposed $1 billion federal grant to support IBM's new venture as a major domestic manufacturer of quantum chips. ...

海正生材公告，信息披露义务人中国石化集团资本有限公司于2026年5月11日至2026年5月21日通过集中竞价交易方式减持公司无限售条件流通股65.43万股，占公司总股本的0.32%。权益变动后，中国石化资本持有公司股份1013.39万股，占公司总股本的5.00%。

格隆汇5月22日｜马来西亚通信监管机构22日表示，将从6月1日起推出新措施，减少青少年在网络平台上接触有害内容。马来西亚通信与多媒体委员会在一份声明中指出，新规将要求网络服务提供商设置保护机制，限制16岁以下用户注册及拥有账户，并强化平台的内容治理。

记者5月22日从国家税务总局获悉，多地税务在当日集中曝光一批利用私人账户收款隐匿收入、偷逃税款的典型案件，涉及医疗门诊、家庭装修、公用服务、加油站等多个与民生紧密相关的终端消费行业。 从通报的案件情况看，不法分子都是通过私人账户构建资金“体外循环”链条，隐匿真实销售收入，进行虚假纳税申报偷逃税款。 如内蒙古伊东集团西乌素煤炭有限责任公司在2019年至2023年间，通过员工及其亲属私人账户收款、在账簿上少计收入等方式隐匿收入，偷税2.17亿元；沈阳国民口腔门诊部有限公司在2021年至2023年间，通过公司股东私人账户收款、现金结算不入账、篡改数字化门诊管理软件数据等方式隐匿收入，偷税206.4万元；秦皇岛城市人家装饰工程有限公司在2020年至2023年间，通过实际控制人等私人账户收款的方式隐匿收入，偷税570.58万元。 专家介绍，税收征管法明确规定，从事生产经营的纳税人，应持税务登记证件在银行或其他金融机构开立基本存款账户和其他存款账户，并将全部账号向税务机关报告。通过私户收款隐匿收入、进行虚假纳税申报等方式偷逃税，属于税收征管法明确的违法行为。 国家税务总局相关部门负责人表示，广大经营主体应依法开立、使用对公银行账户，依法开具发票，依法申报销售收入。广大消费者应主动索取发票，如发现私户收款相关涉税违法线索，可依法向税务部门进行检举。(新华社)

财联社5月22日讯（编辑 马兰） SpaceX即将公开上市，但其人工智能业务的前景却越来越让人怀疑。 据2025年联邦机构的综合库存记录显示，超过400个已公开、且指明具体供应商的政府人工智能应用案例中，仅有3个案例涉及xAI或Grok。 相比之下，234个案例涉及OpenAI模型的技术，包括ChatGPT、Codex和Microsoft Copilot；33个案例涉及Gemini或其他Alphabet产品；26个案例涉及Anthropic公司的Claude，该模型今年早些时候还被特朗普政府列入黑名单。 作为xAI的最大客户，美国政府对Grok模型的冷待，凸显出该公司面临的市场困境，甚至意味着Grok在商业领域也可能遭到客户抛弃的现实。 人工智能软件公司Egnyte的联合创始人兼首席执行官Vineet Jain对媒体表示，这表明Grok缺乏联邦层面要求的安全性和严谨性，这对一些企业买家来说将是一个危险信号。如果没有政府的支持，SpaceX高达1.75万亿美元估值与其说是下限，不如说是一个很高的上限。 Grok使用率困境 Grok是美国政府采购的人工智能模型之一，其以每机构42美分的价格向联邦政府提供服务。同时参与该交易的公司还包括微软、OpenAI、亚马逊、Anthropic、谷歌和Meta。 Grok在政府机构中的采用情况无疑令人担忧，如果该模型无法从Claude或ChatGPT等领先者手中夺取人工智能市场份额，那么SpaceX勃勃的雄心就可能失去合理性。 在周三公布的招股书中，SpaceX预计其人工智能业务的市场机遇最大为26.5万亿美元，为此该公司正在以每年超百亿美元的速度投资于该领域。 文件显示，Grok在美国人事管理办公室以及美国卫生与公众服务部被用于一些低级任务，例如生成文档初稿或发布社交媒体内容。而其他更具雄心的应用场景中，几乎没有Grok的踪迹。 不在该文件统计中的美国国防部也是xAI的重要客户之一。但消息人士称，许多工作人员更喜欢Grok竞争对手的人工智能工具，比如五角大楼的研发机构DARPA使用谷歌的Gemini进行工程分析，而Anthropic的Claude则更常用于编码、写作和研究。 网络流量监控公司Netskope还指出，Grok的企业使用率已从峰值的每千名用户5人降至每千名用户2人。即使是使用Grok的员工，与聊天机器人互动的时间也比其他...

今日，证监会宣布，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。老虎方面独家回应蓝鲸新闻记者称，“公司已注意到相关通知，将严格按照监管要求积极配合相关工作，目前公司各项业务运营正常。老虎始终将合规置于首位，并持续与监管机构保持密切沟通。”（蓝鲸新闻）

Prediction market traders currently see the highest odds for a SpaceX debut valuation between $2 trillion and $2.5 trillion. Elon Musk waves as he arrives for a state dinner at the Lusail Palace on May 14, 2025, in Doha, Qatar. (Photo by Win McNamee/Getty Images) Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... The Model Y recalls are due to missing vehicle weight certification labels that regulators said could increase crash risk from overloading. Retail traders remained focused on SpaceX and Elon Musk’s upcoming IPO plans rather than the recall news. Traders speculated Tesla shareholders could eventually benefit from the SpaceX IPO, citing Musk’s past comments about rewarding TSLA holders. Shares of Tesla, Inc. (TSLA) rose nearly 1% in premarket trading on Friday, even after the EV giant recalled over 14,000 Model Y SUVs in the U.S., as investors largely brushed aside the safety issue and instead focused on Elon Musk’s blockbuster SpaceX IPO and the possibility of future benefits for Tesla shareholders. TSLA stock rose marginally on Friday to end at $417.85, but shares are poised to record their second straight weekly loss. Read Next Loading... Loading... Retail Shrugs Off Model Y Recalls The National Highway Traffic Safety Administration (NHTSA) said on Friday that Tesla is recalling 14,575 Model Y vehicles due to missing certification labels showing vehicle weight specifications. According to NHTSA, the absence of the label could lead owners to unintentionally overload the vehicles, “increasing the risk of a crash.” Tesla said it will inspect affected vehicles and install the missing labels. Regulators added that there were no reported crashes, injuries, or fatalities linked to the issue. The SpaceX IPO Bull Case Despite the recall headlines, Tesla traders continued speculating on their role in SpaceX’s massive IPO plans after the space ...

核心要点 美国与伊朗均释放信号，表明旨在结束中东冲突的谈判取得进展。 但华盛顿与德黑兰在伊朗浓缩铀库存、霍尔木兹海峡通行费等关键问题上仍存在分歧。 美国国务卿马尔科・鲁比奥周四对记者表示：“世界上没有任何国家支持收费制度。” 2026 年 5 月 16 日，伊朗霍尔木兹海峡拉拉克岛附近，一面伊朗国旗迎风飘扬，多艘船舶锚定海面。美伊两国围绕开放这条关键水道的谈判基本陷入停滞；2 月 28 日美以联合对伊朗发动军事打击引发战争后，双方均拒绝了对方提出的停战方案。 美国与伊朗释放信号，表明结束战争的谈判取得进展，但交战双方在德黑兰的浓缩铀库存、战略要地霍尔木兹海峡通行费问题上仍僵持不下。 美国国务卿马尔科・鲁比奥周四表示，结束冲突的协议出现 “积极迹象”，但他警告，若伊朗采取永久管控霍尔木兹海峡航运的措施，任何此类协议都将 “无法达成”。 鲁比奥在佛罗里达州迈阿密对记者称：“世界上没有任何国家支持收费制度。此举绝不可行，也无法被接受。” 他补充道：“若无法达成一份好协议，总统已明确表示，他另有应对方案。” 但未进一步说明细节。 此前不久，伊朗方面称，美国最新提案推动交战双方距离和平协议更近一步。伊朗目前正评估美方立场，双方基于伊朗数周前提出的 14 点框架持续交换意见。 伊朗半官方的伊朗学生通讯社（ISNA）称，美方最新提案 “在一定程度上缩小了分歧”，并表示 “进一步弥合分歧，需要华盛顿摒弃战争冲动”。 霍尔木兹海峡收费机制 近几周，伊朗战争停战谈判进展寥寥，双方处于不稳定停火状态：伊朗封锁霍尔木兹海峡，美国则对伊朗港口实施封锁。 有报道称，伊朗正与美国盟友阿曼磋商，拟合作搭建管控海峡通航的收费机制。对此，美国总统唐纳德・特朗普明确否决该提议，称美方对这条水道拥有 “完全控制权”。 特朗普周四对记者表示：“我们希望它开放、自由通航，反对收取通行费。这是一条国际水道。” 霍尔木兹海峡位于阿曼与伊朗之间，是全球最重要的石油运输咽喉要道之一。 战前，全球约 20% 的石油与液化天然气经此运输；但自 2 月 28 日美以联合对伊朗发动军事打击以来，海峡航运基本陷入停滞。 浓缩铀库存争端 美国总统还誓言要收回伊朗的浓缩铀库存。 该问题始终是谈判的主要障碍：华盛顿要求德黑兰交出浓缩铀，担忧其用于制造核武器；伊朗则拒绝相关要求，称其核库存仅用于和平目的。 路透社周四援引伊朗消息人士报...

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。 记者5月22日从中国证监会获悉，近日，经国务院同意，中国证监会等8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》，明确经过2年集中整治全面取缔境外证券期货基金经营机构非法跨境经营活动。 根据方案，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。 前些年，一些境外证券期货基金经营机构未经批准，利用境内关联或合作主体在境内招揽客户，并通过网站、App向境内投资者提供境外股票等开户、交易服务，严重扰乱我国金融市场秩序。 实际上，2022年12月30日，中国证监会就曾明确此类活动的非法性，依法开展对富途证券、老虎证券等境外券商非法跨境经营的整治工作，取缔增量非法业务活动，禁止其招揽境内投资者及发展境内新客户、开立新账户。 对于本次整治，各方十分关注存量投资者合法权益如何保护。对此，方案强调，投资者的财产安全不受整治影响。 证监会有关部门负责人说，方案明确了诸多保障存量投资者合法权益的措施。例如，设置2年集中整治期分阶段停止境外机构相关境内服务。要求境外机构做好与在境内受整治措施影响的投资者的沟通联系及其账户处置安排，保障客户财产安全等。 此外，投资者可能还会有疑问：整治工作是否会切断投资者投资港股等境外市场股票的渠道? 市场人士认为， 本次整治针对的是境外机构非法跨境展业活动，并不会影响现有的合法渠道，投资者仍可以通过港股通、合格境内机构投资者(QDII)及跨境理财通等合法渠道开展境外投资。 同时，方案采取分阶段停止境内服务的方式引导投资者处理存量账户和资产，并未限制境外机构向位于境外的境内投资者提供交易服务，对境外市场的影响总体可控。 本文来源： 新华社 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...

FREDERICA ABAN/iStock via Getty Images Annualized Returns Annualized Returns Annualized Returns Annualized Returns 1Q2026 YTD One Year Three Year Five Year Since Inception 10/1/2016 Pzena International Small Cap Focused Value Composite – Gross -5.2% -5.2% 20.4% 13.5% 11.1% 9.6% Pzena International Small Cap Focused Value Composite – Net -5.5% -5.5% 19.2% 12.4% 10.0% 8.6% MSCI World ex USA Small Cap Index -0.4% -0.4% 29.2% 13.8% 5.4% 7.7% MSCI World ex USA Small Cap Value Index -0.1% -0.1% 30.8% 16.0% 8.1% 8.1% Click to enlarge Past performance is not indicative of future results. Periods greater than one year are annualized in USD. Returns could be impacted, positively or negatively, by currency fluctuations, where applicable. Gross rates of return are presented gross of investment management fees and net of the deduction of transaction costs. An investor's actual return will be reduced by investment management fees. Net Returns are derived using a model fee applied monthly to Gross returns. Pzena uses the highest tier fee schedule, excluding performance fees, to illustrate the impact of fees on performance returns. As product fees change, the current highest tier schedule will be in effect. International equity markets declined during the quarter, as the war in Iran and the resulting energy shock weighed on growth expectations and investor sentiment. Small-cap stocks outside the U.S. underperformed, with fading risk appetite pressuring returns. Our portfolio also declined and trailed its benchmark. Industrials, consumer discretionary, and materials were the largest detractors. Samsonite, a luggage manufacturer, declined as travel-related concerns and input cost uncertainty drove the stock lower, despite solid earnings and pricing power. Ibstock, a UK brick manufacturer, and Fletcher Building, a New Zealand building products company, were impacted by weak housing and construction activity in both markets. Performance was also negatively affected by the portfolio's z...

格隆汇5月22日｜办公管理软件制造商Workday(WDAY.US)盘前涨12.31%，报136.853美元。消息面上，Workday公布了好于预期的第一季度业绩，帮助缓解了市场对该公司可能被人工智能(AI)颠覆的担忧。财报显示，该公司第一季度销售额同比增长13.5%至25.4亿美元，好于分析师普遍预期的25.2亿美元；调整后的每股收益为2.66美元，同样好于分析师普遍预期的2.52美元。(格隆汇)

格隆汇5月22日｜美股盘前，富途暴跌超30%，老虎暴跌超40%，盈透涨超8%。消息面上，中国证监会宣布，老虎、富途、长桥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。

下一步有关部门将约谈违规展业的跨境券商、以及为其提供服务的中介。 针对跨境互联网券商的监管全面升级，未持牌机构在内地展业将被全面禁止。 5月22日，证监会等八部门联合发布《综合整治非法跨境证券期货基金经营活动实施方案》（下称《方案》）明确，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。 同时，为保护投资者权益，新规设置2年过渡期，存量投资者可在期间单向卖出并转出资金。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。 随着新规出台，未持牌的境外券商将被明令禁止在内地展业。 记者从监管部门了解到，下一步有关部门将约谈违规展业的跨境券商、以及为其提供服务的中介，要求上述主体制定整改方案，落实《方案》相关要求。 随着跨境券商展业被叫停，投资者炒港股、美股的渠道是否将被切断？对此，有业内人士称，现有的合法投资渠道不会受影响，投资者仍可通过港股通、合格境内机构投资者（QDII）及跨境理财通开展境外投资。 境外券商境内展业被叫停 随着跨境证券业务监管趋严，老虎证券等屡屡被“点名”要求进行整改。上述《方案》发布当天，证监会披露，拟对老虎、富途、长桥3家机构非法跨境展业作出行政处罚。 早在2021年10月底，中国人民银行金融稳定局局长孙天琦公开表示，跨境券商属于“无照驾驶”。2022年底，证监会开展对老虎、富途等境外券商非法跨境经营的整治工作。此后，富途控股、老虎证券开始限制“增量”业务，不允许开立内地用户账户。 虽然跨境券商开户持续收紧，但这类机构违规揽客“死灰复燃”等情况偶有发生，监管持续出重拳整治。 去年6月，有媒体报道称，老虎港股跨境开户“死灰复燃”。证券监管部门进一步要求相关境外券商对规避整治要求、变相非法展业的问题进行整改。 记者了解到，在监管部门高压严打态势下，老虎、富途、长桥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也得到了及时有力遏制。 如今《方案》出台，跨境互联网券商监管再度升级，并从“遏制增量”转向“清理存量”。 对于此次的监管升级，前述知情人士告诉记者，此前仍有部分机构在开户时打“擦边球”。这类操作往往缺乏实质核查，本质上属于违规新增业务。 “之前针对跨境券商非法展业的监管，多是‘发现一起、整治一起’的个案处置，未来这类机构的展业将被全面纳入非法范畴、严令禁止。”他说。 ...

艾可蓝公告，股东ZHU QING此前计划自2026年3月20日披露起15个交易日后的三个月内，以集中竞价和大宗交易方式合计减持不超236.22万股（占剔除回购股份后总股本3.00%）。本次减持计划已实施完毕，ZHU QING于2026年4月14日至5月21日通过集中竞价和大宗交易方式累计减持236.17万股，占总股本2.95%，占剔除回购股份后总股本3.00%。减持后，ZHU QING持有公司634.4万股，占总股本7.93%。期间，ZHU QING权益变动触及1%整数倍。

Broadcom (AVGO.US), Meta (META.US), and three other tech giants have jointly invested $125 million with UCLA to establish an AI semiconductor center, aiming to address the critical shortage of chip talent. Moomoo

Broadcom (AVGO.US), Meta (META.US), and three other tech giants have jointly invested $125 million with UCLA to establish an AI semiconductor center, aiming to address the critical shortage of chip talent. 富途牛牛

财联社5月22日讯（编辑 卞纯） 由于英伟达“全面超预期”的财报引爆AI乐观情绪，周五，日本科技投资巨头软银集团的股价上涨了11.9%，延续了此前一日的涨幅。 该股周四上涨20%， 过去两天市值累计增长超过610亿美元（约合4144亿元人民币） 。 软银集团将其投资重点放在以人工智能为中心的产业，涵盖半导体、机器人、数据中心和能源基础设施等领域。 软银旗下控股子公司Arm Holdings股价大幅攀升，也助推软银股价走高。隔夜美股市场上，Arm股价上涨超16%，前一交易日亦涨逾15%。Arm的芯片架构被广泛应用于由英伟达系统驱动的AI服务器和数据中心。 英伟达周三公布的财报进一步强化了市场对AI基础设施和数据中心领域的投资将持续下去的信心，从而推动了Arm股价大涨。 瑞银私人银行（UBP）高级股票顾问Vey Sern Ling表示：“软银集团的股价反映了其部分持股的变动，包括股价一直飙升的Arm，以及可能在未来几周提交IPO申请的OpenAI。” AI聊天机器人开发商OpenAI即将进行的IPO有望为软银释放巨大价值。作为OpenAI最大的支持者之一，软银已向OpenAI投资超过300亿美元。该公司上周表示，截至3月末，其对OpenAI的投资价值达796亿美元，较初始投资累计获利450亿美元。 软银集团上周还公布，随着对ChatGPT的投资取得丰硕成果，该公司2025财年利润大幅飙升。具体来看，软银2025财年净利润达5万亿日元（约合317亿美元），远高于市场预期的3.33万亿日元，是2024财年1.15万亿日元净利润的4倍多。 Futurum Group的半导体与基础设施主管Rolf Bulk表示：“对投资者而言，软银是一个极具吸引力的渠道，既能布局数据中心CPU的爆发式增长（这是AI半导体中增长最快的细分领域），又能提前布局OpenAI的IPO。”