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预警 --马来西亚船用低硫重质燃料油（VLSFO）酚类化合物含量偏高VISWA5月23日发出的预警报告显示，2026年3月以来，全球船舶燃油检测机构卫赛化（VISWA）陆续收到3份马来西亚港口船用 VLSFO 燃油送检样品不合格，共性指标如下：密度均高于991 kg/m³，酸值超1.5 mg KOH/g；其中一份样品十六烷值（ECN）仅 8.7。（结合数据库参考值：传统高硫燃料油（HSFO）平均估
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点击蓝字 关注我们国际海事组织（IMO）于 5月22日闭幕的海上安全委员会第 111 届会议（MSC 111）上，正式批准针对气体运输船使用氨作为燃料的安全临时指南，为全球氨燃料船舶设计、建造与运营建立统一安全框架，标志着氨燃料从技术概念迈向规模化商用的关键一步，为航运业脱碳转型提供核心监管支撑。在全球航运业加速推进碳中和的背景下，氨（NH₃）因零碳燃烧、能量密度适中、可规模化生产等优势，成为继
![“在美国等绿卡”不再可行？美国最新移民政策调整引争议，科技行业最受伤]([{"img_address": "dwe_message/2026-05-27/4aa6296a164aa49f4c12a1f14b235a57.jpeg||||https://mmbiz.qpic.cn/sz_mmbiz_jpg/1NNic30RcBCJ0GtNBJzMKEYLL62TeE273AWWzDwnl4823ias0FKVicM0AdxEia6zyicHo8g7PyGCFBLjibPLj8icIxZIsAwLPMP6XfnIesK466ibZq0/640?wx_fmt=jpeg&from=appmsg"}, {"img_address": "dwe_message/2026-05-27/bf9ba7aae770f722a0456f8bfc9f3b7b.jpeg||||https://mmbiz.qpic.cn/mmbiz_jpg/YdnYFpsibnZVFYP70pAejNOzvupUxWvF5m2CUhhoDGmUIbFeoSp2kIiadAJodYAPuwF5kOyrVY0PNuLNwEAJOn6w/640?wx_fmt=jpeg"}, {"img_address": "dwe_message/2026-05-27/d5679fa8565d058cb09efca32e11065b.jpeg||||https://mmbiz.qpic.cn/mmbiz_jpg/75aM8OyvVZUibENODMTEF8HEMSJ0Yb9U8bGE9SobIKUiaXQok16XnDksQlr2nNdHAXBgLJicoJCx5lJLmoj5riauHA/640?wx_fmt=jpeg"}])
2026.05.26本文字数：2193，阅读时长大约4分钟作者 | 第一财经 程程“这个周末我接了好几个身边朋友的电话，都对这个政策非常担心。它的打击面非常广。”美国陆律师事务所（Law Office of Lu & Associates）的管理律师陆颖26日告诉第一财经。陆颖所说的政策指的是美国公民及移民服务局（USCIS）于当地时间5月22日发布的一项新的移民政策备忘录，其中要求除非特殊情况，
![精读华为“韬（τ）定律”论文：逻辑折叠、AI提速与投资转向｜甲子光年]([{"img_address": "dwe_message/2026-05-27/9294bef3e95aed422d3566ebe002bb13.png||||https://mmbiz.qpic.cn/mmbiz_png/58b2usHiaQI95PEPcJylLYbwJRaYHW5iajDg07OzNicJrkicWQicmjicLO7HW8jKVvmOFkzh6DhhJa7icxg3czhjEISYA/640?wx_fmt=png"}, {"img_address": "dwe_message/2026-05-27/bd3f67a65fb46468673ac0f6893d0e85.png||||https://mmbiz.qpic.cn/mmbiz_png/bFSTWKiaqt9ibeUzZjIylydgicazIUiaOJ1Qx6QNmI1H6ovoh52WzrUOogI0gicYofB5eXojVr6dhDYsGRByicKzyXemZ9Isy2TjPibP16c7M35Oms/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-27/126d6ff2059098c3f811e324b047ffe0.png||||https://mmbiz.qpic.cn/sz_mmbiz_png/bFSTWKiaqt98fWGWkwy21icNLm2RuZnFbgkNIwLibOSkickPUjWdgL6iaHYLRu2DBib66IKwNxXAgPgiaO3nyYLWVia8VyGdmIXscXY3BdneWgUkxvw/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-27/6f229f1a52a580c00a14c81caaf2695e.png||||http://mmbiz.qpic.cn/mmbiz_png/05BqFZmkVdpiadXv5Ab8YibLicj1IyKNlZnV6Ed1S3oCJsqQlTzj6pHmAjZro0GPEh4ZK8K4Nb1toGswchCK9MKEA/640?wx_fmt=pngwxfrom=5wx_lazy=1wx_co=1"}, {"img_address": "dwe_message/2026-05-27/73561e914e25c2bbc85d2f771b5b44f8.png||||https://mmbiz.qpic.cn/sz_mmbiz_png/bFSTWKiaqt9icHZ1bnbGuBaaBp0NVbiclUjpePxZzS3DkWbyFhFtr9leRlxEeRn3lGcldG1O1hA1GScuZ4H6eVEfznRBDMDcOv2FFPbjSx7ARw/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-27/809b2e5b86afb49d178af05478240c62.png||||https://mmbiz.qpic.cn/sz_mmbiz_png/bFSTWKiaqt9icJatICyyLGZQpTXPquODmibPnempYDUsLPSc61MNQdFlRoCn0IXVM763ibWN2vpfSia2NUk5hUpBbNv4MWRtOQ3r9V04qUZV26RE/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-27/6a33387ce6d73c8a7e7d2156eaa01dd0.png||||https://mmbiz.qpic.cn/sz_mmbiz_png/bFSTWKiaqt98Dia32KbUmPhe1sZQx45GjQsUSKnticmGQbUKricDTOatXwWRPwVvyrQFYSgHxemhzPdduicQqBdqR1mdm0vK3AJAvIQQnQoPaEeU/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-27/da89dc8b05dceea5a57955da3d746b21.png||||https://mmbiz.qpic.cn/sz_mmbiz_png/bFSTWKiaqt983MULpibTuGzs9icMXG1exy4zd5Zxia8aszuju9M2bPJVLJbkia26auoJib9AfOafj6mbibWxFejEPpWu4iaQibIc09JGT523VNSwWYicU/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-27/71f9acf2b3de96406336690524cf179d.png||||https://mmbiz.qpic.cn/mmbiz_png/bFSTWKiaqt98udm5NtTCIjZPkG73KkCQfibbicdIX9IV2iapG4EqCxRPUzKSjtW0Det0DV0matCxs5icQvGTBCDdoJUflFPb6RHcG70Hiao8XT2RM/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-27/8507614c118122ef8915fd941e94941b.png||||https://mmbiz.qpic.cn/mmbiz_png/bFSTWKiaqt9ibIawFxCq44o3Tk90tfbSWMpD3R4gf92Fd1ZBdIiarVeAGl0ZWQdHibSfvyaq4btQ5IJNYgR0ZTlbPfOTWcTk9HCFOmiboDiac7ico8/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-27/7c8a9e29821473e8b39016431192d8b8.jpeg||||https://mmbiz.qpic.cn/mmbiz_jpg/bFSTWKiaqt98VqI91gxWMhdvv3ibiaia6p1Gf0RB97rO0XibJesoHo8reS21GCfHI5Wd6upMrwZEOiawTicvr5gib8zafbKeYleJso9VmaRywOZf2n4/640?wx_fmt=jpeg&from=appmsg"}, {"img_address": "dwe_message/2026-05-27/732f81226737d2c404e14f8ae9397072.png||||https://mmbiz.qpic.cn/mmbiz_png/bFSTWKiaqt98N4HeL2cA6wgcC3v4ONFw6xvD26zlFnwbTJLNbpIHkU6zNfmEEP1T8XXfjde1A5sjhTQWUxO2zNoIOAmiaXYu2Pliaia3TXDBI9M/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-27/a62bd78dcefb9e0d1d7da441d3ed0044.png||||https://mmbiz.qpic.cn/sz_mmbiz_png/bFSTWKiaqt98uScBHMlGZFmuelk46sJXkb8Jwicl32bnK4jckVIgFzk2FdHbITPW8abDtiaCLoxOGd7VlicDHnqp4JcAjxWFKeYbtwS8CBs62YU/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-27/b5920c9d032f61acd5bb431e9185c846.gif||||https://mmbiz.qpic.cn/mmbiz_gif/58b2usHiaQIibel90ODUypzMWfaJ6VFmao9E9L4BZppwSxeOiaYbuosytWakdbNe7EYxggSiayPzN2sZSn5K5MicicibA/640?wx_fmt=gif"}, {"img_address": "dwe_message/2026-05-27/8b2a718707c3c27683599664902b6950.jpeg||||https://mmbiz.qpic.cn/mmbiz_jpg/58b2usHiaQIibGqOIMsOHRxmjw0LotL3q7wDp72Gyia7JylM0E2q5ea02py6w0WKQw0Www8PXicVdzjniaKxEQe3Qug/640?wx_fmt=jpeg"}])
下一个美元应该投向τ，而不是工艺节点。作者｜卫琳聪2026年5月25日召开的国际电路与系统研讨会上，华为公司董事、半导体业务部总裁何庭波正式提出“韬（τ）定律”，迅速成为业界焦点。在5月25日当天，何庭波还向中国科学院科技论文预发布平台提交了题为《A Time Scaling Theory for Multi-Layer Electronic Systems（多层电子系统的时间缩放理论）》的英文论
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奇绩创坛 2023 春季创业营校友企业、为物理 AI 构建数据和评测基础设施的「光轮智能」，完成新一轮融资。本轮由蚂蚁集团领投，建投投资、大湾区共同家园基金、森马方道基金、山东孚弘（工业富联参与管理产业基金）、芯能投资、临芯投资等知名国资、产业以及财务机构共同参与；同时，三七互娱、国方创新、道禾长期投资、鼎石资管等老股东超额跟投。光轮智能致力于为物理 AI 构建数据与仿真基础设施，持续面向具身智能
![金额约3.4亿元！沈阳人工智能计算中心算力服务能力提升项目开标]([{"img_address": "dwe_message/2026-05-27/cc5bad66e45932e5d70c7cff2c0b6700.png||||https://mmbiz.qpic.cn/mmbiz_png/1VxB0Pva1W39xHBltMpROliaVLAWyiaSKNVTxQPfnNjlCoXibwbL0fHUkibVesdQgtscS4BZ6bTUGNrRbgGCNtqj0A/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-27/21ac1e5e74e52ed0da6bbfb95401c837.png||||https://mmbiz.qpic.cn/mmbiz_png/BvvHTmVVkEVUvLMGbib9dvGtkTq71DS0ng5BMRpXrFWoXrSv5ZQdcJtclPb4m37xpmWgzAnkkLGdQgmtWTic35XNIWx4zPuWaqamh7KibabJ6s/640?wx_fmt=png&from=appmsg"}])
5月26日，沈阳新算运营管理有限公司发起的沈阳人工智能计算中心算力服务能力提升项目开标，沈阳军通智能工程有限公司中标，金额33997万元。根据采购公告，本项目采购总计540P（FP16 精度）国产化AI算力服务，包括但不限于：AI专用算力资源提供、运维保障服务等。合同估算价：34000 万元。公告显示，沈阳军通智能工程有限公司中标项目，中标价格33997万元。公开资料显示，沈阳新算运营管理有限公司
![手机赚钱养汽车！小米富贵在AI？]([{"img_address": "dwe_message/2026-05-26/12163ee8116ac0afb895a7ae71283d5e.png||||https://mmbiz.qpic.cn/sz_mmbiz_png/gPYAug5M7ibRKEkzH8iaThnwSReqahH81QiahMWkKcsyTgQEmm52gfcEKmWjz38gD85IdCiapeBeBiauC5cGL4dicmVHnFYiaKkIKfmh4HjNypO0bA/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-26/9cde832f9ae2424ebad347c80af57d7b.png||||https://mmbiz.qpic.cn/mmbiz_png/gPYAug5M7ibTdlSaN2lK7Jazx32IGENgaoj9WAAPRlnTPuxvxMMUlAXFE1FjmzS8YHIFyGo3YUEEboTtDpGDFFWfEzibywWJPm0JZJNyGhT34/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-26/f5d8268826a317094d09b1e65302dd79.png||||https://mmbiz.qpic.cn/mmbiz_png/gPYAug5M7ibSeiaWLBQ5v9EmicRuTzkqIiaGxFACVo6IqbOAm3S9WGQA4ibibmBtQSwpUBJicU0WYhJlDU9mgwHgZVhzXwFFXL6t4TCNm9d7bricj60/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-26/56f55c6727910fe3698b7082760a280d.png||||https://mmbiz.qpic.cn/mmbiz_png/gPYAug5M7ibQvMU8kibV3UhNcLTicABJjU91Zkbsbjayek1rYdYtnUyKQZdP0tlU3zcV9ynuYFNtN3WDb7CeWKeDrRiasXibcrdfvFQXh4N4Zm7M/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-26/8798aebe13fe2fa1f8f312327333831c.png||||https://mmbiz.qpic.cn/mmbiz_png/gPYAug5M7ibSyicjyjlvf73qE5dsAsDHjvpwBxSKJqysJmYalGo2r2OfJPm8rXeDqjCPkmtkZgDCjWcfSXCJxDy9FRVoBVZa2pXZ65AjFoyc8/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-26/e67679287be6a15fe3098d93f6d95f01.jpeg||||https://mmbiz.qpic.cn/sz_mmbiz_jpg/gPYAug5M7ibSLibUnNSHVWbibNicibG9PPPuhicocfsFrTgVYwqCpSB5Z3nibssw4Bf8H60H1TmKF7aEQHNBBstuxiagGJdQ84cdrbev6JAen7AiagZM/640?wx_fmt=jpeg&from=appmsg"}, {"img_address": "dwe_message/2026-05-26/161dfe5e68c26113e6b3e1bbc2b3e4e2.jpeg||||https://mmbiz.qpic.cn/mmbiz_jpg/gPYAug5M7ibSjzic5yPgX8xwe7Gr97a2PPkgralGlefCGV1NiafKZBiaSdub7gJ88r8kBd5v4fhCkcd0frIOOkJjzPSfdiaUnQ3ZdTyGW0O7FuUM/640?wx_fmt=jpeg&from=appmsg"}])
原创 | 作者：拿铁君看小米一季度财报其实挺有意思的。很多报道都说绝对值很高：991亿元营收，47亿元利润，60.72亿元经调净利，放在中国科技公司里是巨无霸级别，但同比下滑10.9%、56.5%、43.1%，这在很多媒体的报道中被选择性忽视了。雷军过去十几年最厉害的一点，就是总能在煤矿里挖出金子，用极低毛利硬件扩张用户，再用互联网服务赚钱，这套模式在智能手机时代几乎无往不利，今天依然行之有效：小
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2026.05.26本文字数：3233，阅读时长大约4分钟作者 | 第一财经 梁晓璇 当市场目光聚焦于科技牛股的狂飙时，证券公司作为“隐形赢家”的轮廓正逐渐清晰。2025年以来，一批科技企业密集登陆资本市场，券商也随之收获多重回报。一方面，作为中介机构，券商可以赚取保荐费用，并通过跟投获得可观收益；另一方面，部分券商通过旗下子公司进行早期投资，斩获“投资+投行+跟投”三份收益，甚至因押中“明星”企
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2026.05.26本文字数：2466，阅读时长大约4分钟作者 | 第一财经 周芳在AI科技行情催动下，2026年以来，A股市场城市市值格局正在发生深刻重塑。截至5月26日收盘，武汉A股上市公司总市值达1.74万亿元，较去年同期（0.85万亿元）近乎翻倍。这一轮爆发，核心驱动力来自“光谷七星”的集群式崛起。而放眼全国，苏州、杭州、成都、合肥等新一线城市，同样依托硬科技赛道跑出了一批千亿市值的“大牛
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46,000艘新船，3500万CGT产能！中国造船业的“黄金时代”真的来了？全球造船业，或许正在进入一个新的大周期。不久前，知名航运Arrow Shipbroking Group在上海参加行业论坛时给出一项引发广泛关注的预测：未来15年，全球大约需要建造46,000艘新船。几乎与此同时，韩国媒体援引行业研究测算称，中国船厂年产能正从2024年的约2000万修正总吨（CGT），加速增长至2028年的
