早报（05.27）| 以色列突发大规模进攻！标普纳指狂创新高，美光市值飙破万亿美元；美国公布月球基地建设路线图；十大热门股提示风险

格隆汇05-27

当地时间5月26日，伊朗总统佩泽希齐扬与卡塔尔埃米尔（国家元首）塔米姆通电话。佩泽希齐扬表示，伊朗已准备好达成一个“有尊严的”框架协议，以结束地区内正在持续的战争与紧张局势。伊朗外交部发表声明，强烈谴责美国在与伊朗停火后继续采取“非法和挑衅性行动”，美方相关行为已明显违反停火。稍早前，伊朗革命卫队称在波斯湾的伊朗领空击落一架美军MQ-9型“死神”无人机。同日，美国总统特朗普与以色列总理内塔尼亚胡...

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SK海力士发布iHBM冷却方案SK海力士正式发布iHBM解决方案，通过在封装内集成ICE散热元件，直击高带宽存储散热难题。该方案改变传统散热模式，可降低超30%热阻，保障产品高负载稳定运行。技术将应用于HBM5等新一代产品，适配AI算力场景，并依托WLP工艺实现规模化量产。8. Open AI CEO奥尔特曼：AI发展不会引发全球性“就业危机”OpenAI首席执行官奥尔特曼在澳洲相关会议上坦言，此前对AI引发大规模失业的判断存在失误。他表示AI不会造成全球性就业危机，对白领岗位的冲击远低于预期，职场人际互动等人性化工作内容难以被AI替代。同时他指出，当前AI技术能力领先落地应用，行业仍处于早期探索阶段，全新的人机协作模式尚待完善。9. 英特尔欲打造全球首座玻璃基板量产基地据科技媒体TrendForce援引福布斯报道称，英特尔拟以新墨西哥州里奥兰乔工厂为首个玻璃基板量产基地，并将搭载CPO技术的玻璃基板商业化目标定于2030年。与此同时，韩国Absolics预计年底率先实现商业量产，三星电机目标2027年后跟进，中国京东方亦与康宁展开合作布局，全球量产竞赛全面升温。10. 韩国法院驳回了暂停三星主要工会谈判的禁令请求韩国法院驳回了三星非芯片（DX）部门阻止薪资协议投票的申请。因半导体部门利润贡献巨大，其员工人均有望获约5.13亿韩元奖金，与DX部门形成超80倍的悬殊差距。该薪酬鸿沟导致DX工会人数激增，凸显三星在利润高度集中模式下面临的内部公平与治理挑战。1. 中巴发表联合声明中方和巴基斯坦发表联合声明，双方同意挖掘经贸、能源、数字经济、金融、科技创新、人工智能、信息通信、水利、海洋等领域合作潜力，加强人才培养，协商推进贸易自由化，共同维护产业链供应链稳定安全。中方赞赏巴方促成美伊临时停火并主办伊斯兰堡会谈。双方重申关于恢复海湾和中东地区和平稳定的五点倡议，愿继续为早日恢复中东地区和平稳定作出积极贡献。2. 深圳“十五五”规划纲要：2030年GDP超5万亿元深圳正式发布“十五五”规划纲要，搭建多维度量化指标体系，锚定2030年发展目标。纲要提出届时全市GDP超5万亿元，算力、新兴产业、金融业均设明确增长指标。同时，深圳将前瞻布局6G、量子科技等未来产业，壮大优势制造业，完善金融业态，全方位推动城市产业与科创高质量发展。3. 印度和美国签署关键矿产供应框架协议印度和美国签署了一项关于保障关键矿产和稀土开采及加工供应的框架协议，印度外交部长苏杰生与美国国务卿卢比奥在新德里签署了该协议。该框架旨在深化开采、加工、回收及相关投资领域的合作。4. 欧洲央行执委：6月加息势在必行欧洲央行执委施纳贝尔表示，6月加息势在必行；不再能对通胀飙升视而不见。最新数据表明通胀存在上行风险，经济增长存在下行风险。通胀冲击正逐渐蔓延至消费篮子的其他部分，迹象日益明显。5. 乌兹别克斯坦恢复黄金出口作为全球主要黄金生产国，乌兹别克斯坦在暂停黄金出口半年后，于今年4月全面恢复相关出口业务。该国统计数据显示，今年前四月非货币黄金出口总值约15亿美元，出口量多集中于4月。乌兹别克斯坦年产黄金约130吨，此前自去年9月暂停出口，期间其央行持续大量购入黄金，同期俄罗斯也加快了黄金销售节奏。1. 5月158款游戏版号获批，腾讯网易新游在列国家新闻出版署发布2026年5月份网络游戏审批信息，共158款游戏获得版号，其中国产游戏154款，进口游戏4款；涉及腾讯、网易、三七互娱、恺英网络、莉莉丝游戏等公司新游。2. 工信部：完善汽车标准体系规划工信部发布2026年汽车标准化工作要点，启动汽车行业“十五五”标准体系建设。方案聚焦多维升级，完善新能源汽车安全、充换电、低碳及碳足迹相关标准，提速智能网联、自动驾驶标准落地。同时加速汽车芯片标准迭代，系统布局车用人工智能、大模型评测等前沿标准，助力汽车产业创新、安全、绿色高质量发展。3. 商务部：4月智能眼镜和人形机器人网零额分别增长175.2%和20.6%据商务部，2026年1至4月我国电商发展态势稳健，持续赋能实体经济。电商有效推动一二三产业数智升级，带动餐饮、文旅等服务消费增长，数字智能新品消费亮眼，4月份智能眼镜和人形机器人网零额分别增长175.2%和20.6%。网上零售对社零增长拉动显著，同时“丝路电商”稳步扩容，跨境电商进出口规模可观，1-4月重点监测跨境电商进口平台全球商品销售额增长4.3%。4. 信通院：4月国内市场手机出货量同比增2.8%中国信通院数据显示，2026年4月，国内市场手机出货量2573.3万部，同比增长2.8%，其中，5G手机2473.6万部，同比增长24.4%，占同期手机出货量的96.1%。2026年1-4月，国内市场手机出货量8653.8万部，同比下降8.6%，其中，5G手机8020.3万部，同比下降0.9%，占同期手机出货量的92.7%。5. 我国人形机器人全球市场占比超八成据海关统计，今年一季度，我国机器人产业海外市场拓展步伐加快。各类单独列名的“机器人”合计出口额达113.2亿元，产品远销至全球148个国家和地区。目前中国人形机器人整机企业超140家，年出货量1.44万台，全球占比84.7%，每10台人形机器人就有8台来自中国。数据显示，中国具身智能产业的市场规模预计在2030年达到4000亿元，并有望在2035年突破万亿元。6. 广州公积金“商转公”可贷额度提升至八成近日，广州召开楼市新政配套发布会，推出多项稳楼市举措。广州安居集团启动“卖旧买新”试点，试行至2026年底，市场化收购环城高速内、300万元以内、70㎡以下二手房，房源将用作保障房、人才公寓。同时广州放宽商转公政策，将可贷额度计算比例由70%提升至80%，切实减轻购房者利息负担，支持居民改善住房需求。昨日，A股方面，沪指跌0.17%，深证成指涨0.12%，创业板指涨0.54%，全市场成交额3.26万亿元。铝概念、PCB、磷肥磷化工等板块走强，算力概念、F5G概念、光纤概念等板块下挫。港股方面，恒生科技指数涨1.59%，国企指数涨0.3%，恒生指数微幅下跌0.03%。半导体股、铝业股、黄金股强势，锂电池股、家电股、餐饮股低迷。主力动向，南下资金净卖出约9.68亿港元，净买入联想集团7.81亿港元、中芯国际6.56亿港元、华虹半导体4.95亿港元，净卖出腾讯控股15.7亿港元、阿里巴巴-W13.4亿港元、南方恒生科技6.39亿港元。龙虎榜中，昨日净买入额前三为华天科技、泰豪科技、黄河旋风。涉及机构专用席位的个股中，净买入额前三为泰豪科技、华通线缆、天海电子。两市融资余额：截至5月25日，上交所融资余额报14808.57亿元，深交所融资余额报14136.83亿元，两市合计28945.40亿元，较前一交易日增加252.68亿元。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2638646529","isCrawlerRequest":true}

早报（05.27）| 以色列突发大规模进攻！标普纳指狂创新高，美光市值飙破万亿美元；美国公布月球基地建设路线图 ；十大热门股提示风险

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早报（05.27）| 以色列突发大规模进攻！标普纳指狂创新高，美光市值飙破万亿美元；美国公布月球基地建设路线图；十大热门股提示风险