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大外交|马克龙欲为东南亚提供“第三条道路”,但“可靠伙伴”人设难掩困局
Xin Lang Cai Jing· 2025-05-27 08:28
据央视新闻报道,当地时间5月25日,法国总统马克龙抵达越南首都河内开始为期三天的国事访问。这 是法国总统自1973年两国建交以来第五次访问越南,也是马克龙就任总统以来首次访问越南。 当地时间 2025年5月26日,法国总统马克龙与越南国会主席陈青敏在河内国会大厦会晤。视觉中国 图 越南是马克龙此次东南亚之行的首站。据法新社报道,5月25日至5月31日,马克龙将先后对越南、印度 尼西亚和新加坡进行访问,并出席在新加坡举行的香格里拉对话会。法国《西南报》报道,马克龙此行 旨在将法国塑造为东盟国家"可靠、尊重主权与独立"的合作伙伴,为该地区国家提供有别于中美的"第 三条道路"。 上海国际问题研究院东南亚研究中心主任周士新在接受智通财经(www.thepaper.cn)采访时表示,在当 前国际形势发生如此剧烈变动的情况下,马克龙此访一方面为加强法国和欧洲与东南亚国家的经贸关 系,在全球经济形势不确定的情况下,为法国经济发展提供信心。同时,马克龙也希望能够加强和东南 亚国家的安全合作,增强法国在东南亚的"存在度"和"影响力"。 复旦大学中欧关系研究中心主任简军波告诉智通财经(www.thepaper.cn),越南、印尼 ...
5月27日电,港股中核国际高开15%,昨日收涨129.78%。
news flash· 2025-05-27 01:26
智通财经5月27日电,港股中核国际高开15%,昨日收涨129.78%。 ...
晚报 | 5月27日主题前瞻
Xuan Gu Bao· 2025-05-26 15:11
Group 1: Flash Memory Market - TrendForce predicts a 10% quarter-on-quarter increase in NAND flash prices by Q3 2025, driven by AI demand and enterprise SSD growth [1] - Major NAND flash manufacturers, including Samsung and SK Hynix, have reduced production by 10%-15% in Q2 2023 to address oversupply [1] - The storage price trend shows a rebound in Q2 2023, with DRAM and NAND flash contract prices expected to rise by 3%-8% [1] Group 2: Star Flash Technology - Huawei's WATCH5 series will be the world's first smartwatch to support Star Flash technology, which is expected to disrupt the short-range wireless communication market [2] - Star Flash technology is projected to reach a global market size of over $6 billion by 2025, with a compound annual growth rate of 117.2% [2] Group 3: Nuclear Power Industry - The U.S. government plans to construct 10 large nuclear power plants by 2030 and quadruple nuclear power capacity by 2050, aiming to reform the nuclear energy sector [3] - Domestic projects related to nuclear fusion are accelerating, with significant achievements in high-temperature plasma research [3] Group 4: AI Computing Power - Huawei has launched the Ascend Super Node technology, which is the largest scale interconnection in the industry, enhancing AI computing capabilities [4] - The demand for computing power in North America is creating growth opportunities for the AI industry and related supply chains [4] Group 5: Humanoid Robots - The first global competition featuring humanoid robots took place in Hangzhou, marking a significant milestone for the robotics industry [5] - The humanoid robot sector is expected to accelerate development, with increased policy support and market participation from various industry players [5] Group 6: 5G Satellite Communication - The International Telecommunication Union has approved a detailed specification for 5G satellite radio interfaces, enhancing the integration of satellite and terrestrial communication systems [6] - The development of 5G non-terrestrial networks (NTN) is expected to enable seamless global coverage and low-latency communication [6]
A股的重要判断发生改变了吗?!
格兰投研· 2025-05-26 14:09
先说个大事。 有位汽车业的大佬爆料,说 "汽车界的恒大已经存在了,只是还没爆雷"。 各路群众开始吃瓜模式,开始猜测含沙射影到底在说谁。很多人在那猜,说的是迪子,毕竟他俩互相锤 过。 负债方面,2020 年的时候,比亚迪的总负债还只有 1366 亿人民币,当时还有很多人质疑这个电池起家的 公司能否在汽车界立足, 四年过去了,比亚迪负债翻了 4.4 倍,尤其是 2023 年,债务增长直接飙升到 75%, 比亚迪的负债扩张速度极快。 能说比亚迪负债这么多,就有"恒大式"的风险了吗? 那就比较外行了。 因为跟恒大不一样,比亚迪欠的,都是没有利息的钱。比亚迪只有5%的负债要付利息。 讲白了,负债大,单纯是比亚迪的规模太大了。 他手上的负债,都是正常的供应链的垫付款(占42%)、和卖车的合同负债(钱收了,还没交车),它的财务结构中 95%都是这种没有利息的负债。 供应链这块,虽然迪子为了追求压降成本,争议很大,但从财报上看,应付账款的周转日期是127天,比行业标准的 150天还短,至少说明资金还是比较健康的。 所以,真正需要付利息的,类似银行贷款这种负债,比亚迪一共才200多亿,而比亚迪手上光现金就将近1200亿。 而把 ...
欧洲股市大涨!黄金跳水,一度跌破3330美元
21世纪经济报道· 2025-05-26 11:55
作 者丨娄世艳 王应贵 美元指数继续走弱,截至5月26日19:45,美元指数最新报99.0539,跌0.07%。 美国国债市场面临较大风险 编 辑丨和佳 金珊 5月26日,欧股开盘普遍高开,德国DAX指数涨1.76%,法国CAC40指数涨1.32%,欧洲斯托克50指数涨1.64%。截至19:45, 德国DAX指数涨 1.70%,法国CAC40指数涨1.18%,欧洲斯托克50指数涨1.50% | 英国富时100 | 法国CAC40 德国DAX | | --- | --- | | 8717.97 | 7825.35 24030.29 | | -21.29 -0.24% | +90.95 +1.18% +400.71 +1.70% | | 意大利MIB | 俄罗斯MOEX 欧洲STOXX50 | | 39987.16 | 5406.43 2712.81 | | +511.80 +1.30% | -57.29 -2.07% +80.12 +1.50% | 消息面上,据新华社消息,5月25日,美国总统特朗普说,在与欧盟委员会主席冯德莱恩通电话后,他同意将对欧盟征收50%关税的起征时间 从6月1日延至7月9日。 与此同时 ...
揭秘涨停 | 资金抢筹核聚变龙头
Zheng Quan Shi Bao· 2025-05-26 10:49
Core Viewpoint - The article highlights the significant trading activity in stocks related to nuclear energy and digital economy sectors, with a focus on the top performers in terms of trading volume and market interest on May 26. Group 1: Nuclear Energy Sector - Rongfa Nuclear Power leads the trading volume with 650,900 shares and a total capital of 403 million yuan, benefiting from its involvement in key nuclear projects like the Huaneng Shidaowan High-Temperature Gas-Cooled Reactor demonstration project [2][3][5]. - Other notable stocks include Shangwei Co. and Hongbo Co., with trading volumes of 289,000 shares and 118,700 shares, respectively, and capital amounts of 216 million yuan and 203 million yuan [2][3][5]. - The sector is experiencing a boost due to recent U.S. administrative actions aimed at reforming nuclear energy regulations, which may accelerate the development of nuclear fusion technology [4]. Group 2: Digital Economy Sector - Stocks such as Zhongke Information and Hongbo Co. are gaining traction, with Zhongke Information focusing on smart governance and urban development, contributing to the digital transformation of traditional industries [7]. - The digital economy segment is also represented by companies like Xiangyou Technology, which supports the postal industry's digital needs, indicating a broader trend towards technological integration in various sectors [7]. Group 3: Trading Activity Insights - A total of 16 stocks had capital exceeding 100 million yuan in trading volume, indicating strong investor interest [3]. - The article notes that institutional investors are actively participating, with significant net purchases in stocks like Xinbang Intelligent and Xingchen Technology, reflecting confidence in these sectors [8].
美银:带你走进核聚变反应堆!不产生钚或浓缩铀,强大到举起航空母舰的超导磁体!
智通财经网· 2025-05-26 10:18
Core Insights - The recent State Council meeting approved the "Manufacturing Green Low-Carbon Development Action Plan (2025-2027)", which is expected to boost nuclear energy, environmental protection, and photovoltaic sectors [1] - Trump's announcement of a new nuclear policy aims to initiate the construction of 10 large nuclear power plants by 2030 and quadruple the U.S. nuclear power capacity by 2050, leading to a surge in nuclear-related stocks [1] - Bank of America organized a field trip to leading nuclear fusion research centers in France, including the CEA and ITER, to provide investors with insights into the latest developments in nuclear fusion technology [1][4] Nuclear Fusion Research - Nuclear fusion is considered a key to decarbonization and is viewed as the "holy grail" of energy transition, offering a safe and sustainable path for clean energy [2] - The ITER project, with a budget of $22 billion, aims to demonstrate the feasibility of large-scale nuclear fusion power generation and is a multinational collaboration involving several countries [3][7] - The CEA's WEST tokamak recently set a world record by maintaining nuclear fusion plasma at 50 million degrees Celsius for 22 minutes, contributing to the testing of components needed for ITER [3][20] Technical Challenges and Innovations - Achieving nuclear fusion requires creating plasma at temperatures ten times hotter than the sun, which presents significant engineering challenges, particularly in material science [2][11] - The ITER project aims for a 10:1 energy gain ratio, which will be achieved by scaling up the machine size compared to existing reactors [12] - Key challenges include developing materials that can withstand extreme temperatures and neutron damage, effective heat management, and ensuring the self-recycling of tritium fuel [13] Economic and Geopolitical Aspects - The ITER project involves seven participating countries, sharing costs and intellectual property, highlighting the importance of international cooperation despite geopolitical tensions [8] - The potential for nuclear fusion to provide zero-carbon energy and serve as a heat source for industrial processes could significantly enhance energy security [6] Future Prospects - The timeline for ITER's full operation has been pushed to 2039 due to technical and regulatory delays, but the project is expected to create commercial potential for various technologies [16] - The construction of superconducting magnets for ITER is underway, with the capability to generate a magnetic field strong enough to lift an aircraft carrier [14] - The operational power demand for ITER during peak plasma operation is projected to be between 110 MW and 620 MW, with significant energy consumption for cooling and low-temperature systems [15]
一度飙涨超180%!可控核聚变概念,大爆发
今日,A股小幅震荡,主要股指涨跌互现,北证50临近收盘快速拉升涨近2%,创业板指险守2000点大关,上证50则跌破2700点,创2周新低。上涨个股远 多于下跌个股,成交额萎缩至1万亿元以下,创1个多月来新低。 | 代码 | 名称 | * ● 取新 | 涨幅% | 金额 | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3346.84 0 | -0.05 | 4005.27亿 | | 399001 | 深证成指 | ● 10091.16 | -0.41 | 6094.34亿 | | 399006 | 创业板指 | · 2005.26 | -0.80 | 2686.96亿 | | 000016 | 上证50 | 0 2699.42 | -0.46 | 599.25亿 | | 000300 | 沪深300 | · 3860.11 | -0.57 | 2088.77亿 | | 000688 | 科创50 | C 982.26 | 0.17 | 161.84亿 | | 899050 | 北证50 | 0 1396.59 | 1.94 | 241.00亿 | | 00 ...
万亿巨头凶猛杀跌!比亚迪再掀价格战,带崩整个板块!股价大跌9%,市值蒸发超千亿!大摩:价格战加剧或令投资者更趋悲观
雪球· 2025-05-26 07:42
A股三大指数今日集体调整,截至收盘,沪指跌0.05%,深成指跌0.41%,创业板指跌0.80%,北 证50指数涨1.94%。全市场成交额10339亿元,较上日缩量1487亿元。全市场近3800只个股上 涨。 盘面上,可控核聚变、游戏、饮料制造板块领涨;创新药板块跌幅居前。 市值超万亿的"迪王"跳水大跌9%,发生了什么?一起来看最新的情况。 01 突然跳水,万亿比亚迪跌9% A股、港股汽车板块集体杀跌,A股亚迪跌近6%,截止发稿,港股比亚迪股份跌近9%,此外,赛 力斯、长城汽车、上汽集团,港股吉利汽车、领跑汽车等纷纷走低。 消息面上,近期,比亚迪官方宣布启动"618"限时促销活动。王朝网、海洋网共计22款智驾版车 型加入降价阵营,最高直降5.3万元,部分车型起售价下探至5.58万元。乘联分会秘书长崔东树表 示,比亚迪22款车型近期降价,对当下的车市价格战会产生一定的影响。 此外,近日长城汽车魏建军关于汽车行业的言论可能也引发了业界的担忧。他在接受媒体采访时 表示,汽车产业安全正遭遇威胁。 可控核聚变概念逆势领涨 可控核聚变概念逆势领涨,合锻智能、永鼎股份、哈焊华通、保变电气、旭光电子等多股涨停。 消息面上,据央 ...
整理:每日全球大宗商品市场要闻速递(5月26日)
news flash· 2025-05-26 06:47
Energy - Vietnam has signed a nuclear energy cooperation agreement with France [1] - Russia is in deep discussions with Bahrain regarding a liquefied natural gas supply agreement [1] - The US has invited officials from Japan and South Korea to Alaska to discuss cooperation, including a large natural gas pipeline project [1] - HSBC expects OPEC+ to announce an acceleration in supply increases in July, similar to May and June, with a pause in production increases expected in Q1 2026. The forecast for Brent crude oil prices is $68.5 per barrel in 2025 and $65 per barrel in 2026, with increasing downside risks [1] - Egypt's Ministry of Petroleum announced the arrival of a floating storage and regasification unit, ENERGOS POWER, from Germany with a capacity of 174,000 cubic meters, and plans to lease two additional units [1] Precious Metals and Mining - The Democratic Republic of the Congo aims to reach a mineral agreement with the US regarding eastern rebellion by the end of June [2] - The Turkish Finance Minister stated that the country has over $400 billion in unregistered gold reserves, which are not reflected in the banking system and reserves [2] - Citigroup has raised its 0-3 month target price for gold to $3,500 per ounce due to new tariff escalations, expecting gold prices to consolidate between $3,100 and $3,500 per ounce. The target prices for platinum and palladium remain unchanged at $1,050 and $900 per ounce, respectively [2] Agriculture - Japan's Ministry of Agriculture, Forestry and Fisheries announced a new government rice reserve release plan, moving away from bidding to direct contracts with large retailers, with a pre-tax price of 10,700 yen for 60 kilograms of brown rice, which is 47% cheaper than the most recent bid price [2]