14/05/2026
1. 油價持穩,市場關注美國總統 Donald Trump 與中國領導人 Xi Jinping 的會談。
同時,中東局勢持續緊張,伊朗衝突短期內仍看不到明確停火跡象,能源市場維持高度敏感。
2. Blackstone Digital Infrastructure Trust Inc. 在美國IPO募資17.5億美元。
市場對AI基礎建設需求依舊強勁,資金持續流向資料中心與算力相關資產。
3. Cerebras Systems Inc. 完成55.5億美元IPO募資。
AI晶片需求熱潮延續,投資人積極押注高效能運算與大型AI模型發展。
4. 中國兩大科技龍頭最新營收低於市場預期,顯示AI高投入尚未完全轉化為獲利。
不過,Alibaba Group Holding Ltd. 表示AI服務收入有望成長三倍,激勵股價與市場信心。
5. ASX Ltd. 任命來自 Euronext NV 的Anthony Attia擔任新執行長。
此人事案代表澳洲證交所正式啟動新階段改革與國際化布局。
6. 金價維持回落走勢,美國通膨再度升溫。
市場預期 Federal Reserve 將延後降息,高利率環境持續壓抑黃金表現。
7. Citadel 傳出因資料安全疑慮,已將部分研究人員撤出香港。全球金融機構對數據安全與地緣政治風險的敏感度正持續提高。
Oil steadied ahead of a meeting between US President Donald Trump and Chinese leader Xi Jinping, set against the backdrop of the Iran war that shows no signs of a near-term resolution.
Blackstone Digital Infrastructure Trust Inc. raised $1.75 billion in a US initial public offering, as investors’ appetite for artificial intelligence infrastructure shows no sign of easing.
Cerebras Systems Inc. raised $5.55 billion in its US initial public offering, as the artificial intelligence chipmaker seizes on the surging demand for semiconductors.
China’s twin technology leaders reported revenue that fell short of estimates, signaling the challenges in translating higher AI spending into profits. Yet investors piled into Alibaba Group Holding Ltd. after the company declared it’s on track to triple revenue from artificial intelligence services.
ASX Ltd. named Euronext NV executive Anthony Attia as its new leader, concluding a global search after Helen Lofthouse said earlier this year she would depart Australia’s main exchange operator.
Gold held a decline as a resurgence in US inflation reinforced bets the Federal Reserve will keep interest rates higher for longer.
Citadel has moved some of its researchers out of Hong Kong due to data security concerns, the Financial Times reported, citing people familiar with the matter.