![债市观澜 ‖ 新世界再递延永续债分派；牧原食品获AAA评级等（5月28日）]([{"img_address": "dwe_message/2026-05-28/d6b2e64b63ae9e387d6e01edfc9a7bc5.png||||https://mmbiz.qpic.cn/sz_mmbiz_png/riapL0Nmld2Ct3MiaI6aoK0oDkliaehcuicBnS3MebVkOSlib1eq9gYOuibr8arIuDcm3Wdj94eDF371HEVdY1hJnvxQ/640?wx_fmt=png"}, {"img_address": "dwe_message/2026-05-28/86b4ca028596a2dd5a10821cdd6a8922.png||||https://mmbiz.qpic.cn/mmbiz_png/WxxdZneakSxtIfWnDjXiaTN9TpMLxsJRs8RB5atUglSJ8RSAaLLOtzUrpKsq0XyHTuicrMyLCqhAj0SZys6sePLC3D1fodwTPBUYItr6xsj0w/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/e612ee7abade8a6cb7e4824ff6e30fc6.png||||https://mmbiz.qpic.cn/sz_mmbiz_png/WxxdZneakSzSfLliaCx5GoM68zhveE4icn9qia19W8P55buFGibkqXMRHWClmcOdS9nXyftcia94nTfNEbRjtd0qGh0tppJrj7e5oRvmLp9uCbrs/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/137c9fb1eee67dfd1891c414f1d86ce0.png||||https://mmbiz.qpic.cn/mmbiz_png/WxxdZneakSzYicsY8Tg2ia8JtHQVNueq1vE7fzU3icPN4XyN1KOxksADQ6VpWLmwf8xhVg164CJAgYNCKLoyNnQXKl76BbhrY3l0vibKicwDbRVo/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/35b7f2c0ba958c89507e0fdd89798529.png||||https://mmbiz.qpic.cn/sz_mmbiz_png/WxxdZneakSwZaLeaPDvp3LicMxL5ogI9eA7DW3efSVCPk6LaZP0wth6kbicwXibtl92WQ5bKcXdTmhV2T3XZRNb7ey4BY9tLjCnraLu6GFiae3s/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/1328ad9d8e4e5d301866afe0243f7a4b.png||||https://mmbiz.qpic.cn/mmbiz_png/YGibfJWDZzx9DSkAuYPicUwAuRhDPbBRVvoiaxUgUDpYzWkV1BglvVwB2da1swafVTyZFDdxvvh8dAzZduyQeR2Zw/640?wx_fmt=other&wxfrom=5&wx_lazy=1&wx_co=1&tp=webp"}])
如需相关研究报告底稿，胜遇系统试用及债市相关咨询请联系：特别声明：本资料仅面向丝路海洋（北京）科技有限公司客户中的专业投资者客户。重要声明：本报告是丝路海洋信用研究团队产出。本报告所载的所有内容均不构成投资建议，任何投资者须对任何自主决定的行为负责。任何投资者因信赖本报告而进行的投资或其他行动并由此产生的任何损失，均由投资者自行承担，本公司不承担任何法律责任。1. 本报告所载的所有信息均以本公司认
材创佳绩奋勇争先哈工大第61届运动会圆满收官汗水铸就荣光拼搏书写辉煌经过激烈而精彩的角逐哈工大第61届运动会圆满落下帷幕本次运动会中材料学院的全体师生凝心聚力、奋勇争先先导方阵昂首亮相助威队伍声声不息运动健儿驰骋赛场让我们一起来看看吧——“真材实料，拼搏闪耀，材院健儿，夺冠称傲！”材料先导方阵踏风而来，气宇轩昂十六字口号气势磅礴，响彻全场队员们目光坚定、步履铿锵以整齐的步伐展现材苑学子的昂扬风貌以
![DRAM新一轮大涨季要来了；国产ArF光刻胶正式放量；DDR5再进化；晶圆代工龙头喊涨15%]([{"img_address": "dwe_message/2026-05-28/9778189836836335372f30af633636fb.gif||||https://mmbiz.qpic.cn/sz_mmbiz_gif/CDCQz2Lta2aCcGzxmw6loPejPa5Mza16dmHQU6BR6lPF8EzcPVUnRmCibjuDMyWdIe3AfZuV5hoR6CyfwuicDXrWBET4Dr3NlVloSUPjkuuxo/640?wx_fmt=gif&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/184528f0e4ed9eee1b3425d53466c7bb.png||||https://mmbiz.qpic.cn/sz_mmbiz_png/CDCQz2Lta2bQibkOjYTqODTciaupaSJ9uymiaBb47c6zI9tTcokIDOkl4spKdgyMlWz6VBAWFFCm1OnibydUcCbc6vsTOJns7oDpTEPKPGY8xKc/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/b4b9188a5c12e20aee32ac22ef58d304.jpeg||||https://mmbiz.qpic.cn/sz_mmbiz_jpg/CDCQz2Lta2YMjs60BB1Ono8Luu2hg5TRApTZBExbTQoXBB6P3suu99YTMBl1G2ffhSQM9ibjGZI2tVJnRca2ZMwPJGLRk4mrdWWyoQJ9Wkj0/640?wx_fmt=jpeg&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/b012b71561166f5a890500441a5d9c82.png||||https://mmbiz.qpic.cn/mmbiz_jpg/CDCQz2Lta2Yib04Wib3TPTAM9xFesMWy3OGIlu669BgoEyQhCxo7mbfjQGk1ibcB4dlIg5hl5BGV93wx6T3ThfyNr4iavqcrYicJUeWfUww464m8/640?wx_fmt=webp&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/6b73bdbc92b360cb68a73797ab06eea1.png||||https://mmbiz.qpic.cn/sz_mmbiz_png/CDCQz2Lta2YNQ7PmzlpyDyntuic83iclDV8oMa8219raA4bUjLm7lhbULIAVd3vBqF40LVZehEWsmfiaCUoDm3MibAB52XeGDPH2fnyxZ7Mplss/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/be9c45c783932187cb2fef5860c1949d.png||||https://mmbiz.qpic.cn/mmbiz_png/CDCQz2Lta2ZibHqgSaRwDxxBLichySUYOWxx895sZviasa8mOvhDJdicrM6nR0wUzibiabPiaLael3DiaIfibKWTPSicZ8MvAJQQaeX8yZcMsJjLLbOnE/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/cc1d118b514e2f96e808746af10a7825.png||||https://mmbiz.qpic.cn/mmbiz_png/CDCQz2Lta2aXrulaF9rvuwmV4UxlBTKSSElwORSNrKJnsUkgYzFbBqtQ9HVwDCDK2b53gRlIHrSdAoOg69ZibYhiak8GbZ9xtPMQ8dKRyIQks/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/0bc7b27733b9fc975a459829b90fa908.gif||||https://mmbiz.qpic.cn/mmbiz_gif/ria84D5vL9Fh2fSvcPyotYY1h2AWhg46xfFicGGqOH4ekM6D1OWywic0zfCKCpibqURCkk0eUhldJSVz8LQJjEWjMA/640?wx_fmt=gif&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/4f9ac27907b6708fe5ae78a3508ebe10.jpeg||||https://mmbiz.qpic.cn/mmbiz_jpg/ria84D5vL9Fg4FicnXRITN7c6zQ4iaBAJUgmjgibBINxbpex6kLeKZA8BWx0tEn3Kicft8nPs0KSdcvCLvQtkJqcbVw/640?wx_fmt=jpeg&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/f8047d94a49ca9ad1a06fac923a8ee9e.png||||https://mmbiz.qpic.cn/mmbiz_png/ria84D5vL9Fh2fSvcPyotYY1h2AWhg46xicwHlmyibTfDTGW33w0oZBp6zrgF8zDbo5vXKs97XvUVpFu6HYFUxqEw/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/ab91e3f11c0bb128f5b516a5009a402e.png||||https://mmbiz.qpic.cn/mmbiz_png/ria84D5vL9Fh2fSvcPyotYY1h2AWhg46xyfQQ8y14UWWib8nQh4ibdBTWWKRuczNt68SwsHdF15vjGGlOTzFuwMAQ/640?wx_fmt=png&from=appmsg"}])
今日热点1. DRAM新一轮大涨季要来了2. 台积电3nm下半年喊涨15％3. 国产ArF光刻胶正式放量4. 英特尔18A正式进入量产验证期5. DDR5再进化，9600MT/s杀入消费市场01 DRAM新一轮大涨季要来了Counterpoint Research最新报告显示，2026年第一季度全球DRAM市场营收达到970亿美元，环比增长80%、同比大增260%，创下历史新高。市场爆发主要受AI
![飞书终于支持Markdown了，这个最弱的格式却赢下了整个AI时代。]([{"img_address": "dwe_message/2026-05-28/7f4bc9d8a6dba686b93c06effed1daef.png||||https://mmbiz.qpic.cn/mmbiz_png/2jjfQoZLoqWhR3AjdrZwib25bjzS7Qfic09xoG2VicUXaWFNqe3vJutYowZltlhRq2oqDpFiaicFAyq4iaOSmev6J0IV4ZicLzkYWkL8jo9Q6ic4v2s/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/b277a5203003bdde73f309c3e1a9ce3e.png||||https://mmbiz.qpic.cn/mmbiz_png/2jjfQoZLoqUuYdvQyVjFrY92J3hnJJM0rwDF3oHP2IBP6lN0pg92B35KteUH35YMaNzRODSPAaicnSsVnnUDNz8fVG95vhI7BGibYyErf2rl0/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/ecc8f71d44fe0ecb45b7d9144c4b717b.png||||https://mmbiz.qpic.cn/mmbiz_png/2jjfQoZLoqWwBQVKK9gAfKax3h53KsyjOT1s4frl23Dl9HS8ickax6NSwicOsx4D0XDSh9vzzcOibtz0qwbauGyTzLnBW9x5CPZFVxULPibBwsw/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/20719042fb5d477e782196b24dbbe985.png||||https://mmbiz.qpic.cn/sz_mmbiz_png/2jjfQoZLoqUGWUSLAyQ6rUrgI9ziazTzC63hiaO21ibQ9Qw6B6erRtZvpro0oNUzHC6qxzMD09OjurBLiceEForAMEw8sd247ZMic2CGg6Jiaq0MU/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/1d5b126a1827c21224d8ec9529083949.png||||https://mmbiz.qpic.cn/mmbiz_png/2jjfQoZLoqVqkFgZzgo1vMZMWr23bdbaQObjbW9q303rTz81mlribZfAIPNcvsfvNAP4icib04N8Ok1oxAdibCDTuOMlRjzd2WjyuZbzgT7aUxU/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/b3e149e341c9f588a60dfb610e2c8f9a.png||||https://mmbiz.qpic.cn/mmbiz_png/2jjfQoZLoqVicb3QAZCHXUVkibGyYOs6rY5Q0Py3rOEqNBbgww3BGJNAV853FzibGNJiacEic61OCf8YEHKNYsKfloLt24iafreNIyKFSDyqFjBibo/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/6d0321a699b3800c452f493b822ed468.png||||https://mmbiz.qpic.cn/sz_mmbiz_png/2jjfQoZLoqUFI2pcEpZk5bZ18xjrZrxV4n1KQa4e8lqMSDVHleNuVHiazr8KrXILEEztuSAl6WJwPR1JCT0eOgY4gyDOkmzFn1lNzDZqMiaTo/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/7d0d85d858e150fd0227422e7c65ac4a.jpeg||||https://mmbiz.qpic.cn/sz_mmbiz_jpg/2jjfQoZLoqWHP0wZEd9BMhIoAsqicg0JwlQcITSVKXyx2Jz5SLS9Y1g1779hYzt6CIZH2eXFn9wFIVIz7zQYP9MSxYwut1Gzxg4XcnfKic65c/640?wx_fmt=jpeg&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/1f0ac9ca1c0fcc895260baa52aa1880f.png||||https://mmbiz.qpic.cn/mmbiz_png/2jjfQoZLoqWnl2fQj1989a2kYPkiaRzlibTzBMXG5BrQxCqZpllGuFQiaPO6kdqh6ARzBAJUibcU87Et7ljKdbptAs7dib5ZxYHQpMgocQjqlBYg/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/975b4e91c991cd89a59a66b772b3db75.png||||https://mmbiz.qpic.cn/mmbiz_png/2jjfQoZLoqXO2o2oTEiaLpIlpuSvDWjnvvVuIpbua0KJlz6lLm6VpER0VbD73EPKyrESVibEdSzCjMqR0AibuPJsJNTY9GibD0kicpicZ3q7VElMY/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/2a73671de02504e79ab6aac9905e8801.png||||https://mmbiz.qpic.cn/sz_mmbiz_png/2jjfQoZLoqWViaqkm0PxU9Gv5Hx0ib2lpBbjP9zdxY8ZsM9Mf04YE8eibMYWyiahiaON3TuTnOSwTt1cSVL8Ad7q5RCjuojAw7B1XvO3B9t0Ktrk/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/e9cb567dcfa728f3c0b41918251f8ec9.png||||https://mmbiz.qpic.cn/mmbiz_png/2jjfQoZLoqXgUf2C43QcZv5xaf0LuA6wd0YhAfgg6KEwgZWbkYsicekXD4f3a4dzn1AnTjicpUjadYuNkEIS6EyESa8Zgic6Xgl6md3Xz1NIXU/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/c9d12cd592de42e45c34ddc133d05f40.png||||https://mmbiz.qpic.cn/mmbiz_png/2jjfQoZLoqWruia3HRuYMmRibESWOCRk8ysXlgUycaUw2pGW0tmGuAhwlN8kUrV88eJDiaFbsVpPUAO9kFica673m0DNUHyPe33z65ulWlCV4fo/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/367e33d890669db6e2bb4d660b0da034.png||||https://mmbiz.qpic.cn/sz_mmbiz_png/2jjfQoZLoqWWpbRLe1HeL1GibedmrHVUnsFcT5ZHicqpaIxuns14uCwD5ibia9ng09NLLBjAnz1q23oHbicXSXKv2kCRr5VrrxV50LuqI8Yyw0t0/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/849e8a6dd3d3e4343c4d52c4d6afddf2.png||||https://mmbiz.qpic.cn/sz_mmbiz_png/2jjfQoZLoqVvrXjzA4WJpVhrZNsJ8EUdQ0WhNE1X9lsadVbjWmQzjohXWs1fXvBaRwy9LPzxHJovfYyP1q2Mv1X34hicjhH4tw9HRicwb38gg/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/5a1a9ce7b9dc142eb2fc732fd9ed14c0.png||||https://mmbiz.qpic.cn/sz_mmbiz_png/2jjfQoZLoqVu3LbNpCD2tbeos5EFkfz5S8UKBJPWiamlm725MZXr4dBibIwLpZWv7SVnA0jrTj8QhrnfOibbm1UicytVG6niclPxxgH92IG1qfBg/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/deab76ea1cfcafee0e52962f9dc78935.png||||https://mmbiz.qpic.cn/mmbiz_png/2jjfQoZLoqVJ0A1tXHfGcQfHHnW3sS1SwiabckYtaASHqGdtLAttuvRwrNibYe0HHQSKKic32pIR22UEhww5vsYaTIJTH4hQR0K3e2iaQJy8ibBY/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/f91363e2a2945e5abc112940f2aa1360.jpeg||||https://mmbiz.qpic.cn/sz_mmbiz_jpg/2jjfQoZLoqVo5WYxWRJ2TZycxPpormicaotrbV8VufNZOic9bWCpJqsmra65iaYIRMpEj3WZtj2krCgVCJCiaZsFJTRrPj1FTYflmn2OT9icVib2g/640?wx_fmt=jpeg&from=appmsg"}])
这两天看到飞书的一个很有意思的更新。很小，但是我觉得意义非常的大。就是飞书的云文档，可以直接下载为Markdown格式了。这个小功能，如果飞书和AI用的多的朋友，都知道它带来的体验会有多好。社区喊了无数遍了，飞书终于加上了。之前想把飞书文档导出成Markdown格式的.md文件，要么手搓一个插件，要么用第三方开源工具，折腾半天。现在官方直接给加在菜单里了，甚至文档里的图片都能被正确读取，因为飞书把
![光模块厂商Top10榜单发布]([{"img_address": "dwe_message/2026-05-28/c4abdfdff1f71844259b67eec30724ff.png||||https://mmbiz.qpic.cn/sz_mmbiz_png/XYYzqCarwS4zIsRtISJbPbibTLvc5dzUyE2oBRzu8aZXBDHictARmp8FW3oLibicDRG0xBaBm54ctQy8Jjg1dAicyUWW9TUp2DRrgkOW1LgRU77w/640?wx_fmt=png&from=appmsg"}])
LightCounting发布2026年5月《光器件市场格局报告》及光模块供应商TOP10榜单2025年，头部云厂商由AI驱动的资本支出超出了所有预期，并将于2026年再创新高。除了为整个行业注入大量资金之外，AI热潮还加速了酝酿数十年的产业链变革。多数变革所花的时间都比预期的要长。多年来，一切似乎毫无变化，直到某个时刻，行业格局突然焕然一新。我们现在就正处于这样一个时刻。硅光技术的应用就是一个例
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Meta CEO马克·扎克伯格。图片经由AI处理文丨博阳编辑丨徐青阳美国当地时间5月27日，Meta 2026年度股东大会在线上召开。92%以上拥有投票权的股东或亲自出席大会，或派出代表参会。会上，股东们对两项董事会提案和十项股东提案进行了投票表决。投票初步结果显示，董事会提名的12位董事全部连任，安永的审计委任获得超过99%的支持率。而10项股东提案全部被否，支持率最高的一项只有27%。随后，马
![亲戚每家凑5元钱，姑姑捡了一个月红麻根，为他凑齐了60元学费和路费！中国科学院海洋所杨红生研究员问水牧渔40余载]([{"img_address": "dwe_message/2026-05-28/84766efaf55ae31606efd87783154ec6.jpeg||||https://mmbiz.qpic.cn/sz_mmbiz_jpg/xUZcRxJJgpkM4PUdq2Ex5ttruogHSzJxzhyj3kqYUntibbyBt5RPpxozxeS5JkBE9D40pbf0ovH5tpybyNA7eh9dl1UOicdIzKJ0wDepxEtAg/640?wx_fmt=jpeg&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/3a86a11095ebcd13383b7ad6897bec5c.jpeg||||https://mmbiz.qpic.cn/mmbiz_jpg/xUZcRxJJgpnkpQL9UVhycOXLt2XlmbnJ5vM7hSS3T7z3wb5KOvgFexTjhu1puOY7bfmP57icV9VC250xOA4t1ayTlDeqbbNlMzPGlwwwbgkY/640?wx_fmt=jpeg&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/e0abc686e7160c608c60e5a44b7496fc.jpeg||||https://mmbiz.qpic.cn/mmbiz_jpg/xUZcRxJJgpkNKUDNGEXBJYorv16r35wWY6KtYjib1L3ZtV5UDcs6hd9ibzWkZSxrEQLnrqrwtG4xCWWkK6jHGu7RdsURJR5HSlA5qdMqrWgoY/640?wx_fmt=jpeg&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/82936be614c2ef531d9eabd2ca2240e1.jpeg||||https://mmbiz.qpic.cn/sz_mmbiz_jpg/xUZcRxJJgplx2yyoyzQtcMTVibSE4L8hIgqog04xEVD1JwYcq1Xibn9nPtXePnKYOdD3iayYkP8OHAu7pWibIkvaRfS7pCq0CMt9sybXG5QiaDrw/640?wx_fmt=jpeg&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/cbf73a53f1ceeb639f96bee29d0460ac.jpeg||||https://mmbiz.qpic.cn/sz_mmbiz_jpg/xUZcRxJJgpnicvajDOmlclFzbgIOricTrfGWCN7Sy9MQHafvs6zx8aYuYKB9PRbpyJp0a84hluLLCYzCKtoxRXBUWQ1wY943Lrvx3mAFD62icY/640?wx_fmt=jpeg&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/75888b4b8b1d40f22f5fa2d41710f4ef.jpeg||||https://mmbiz.qpic.cn/mmbiz_jpg/xUZcRxJJgpn3NfFffLH7tVLCaw0TdzoMeIrmic5lw11m0lxy7e5OLdOxibUO7vumxArD1JwXQIn9F10NJAfv0GvKgYKIicKgwcPbr0QJuwnrEs/640?wx_fmt=jpeg&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/0045322ca575dc3b57dec6fee0bd20fb.jpeg||||https://mmbiz.qpic.cn/sz_mmbiz_jpg/xUZcRxJJgpk4LF3gZvgynvhhufCu7jdArIMf1rJ6n41sCFaOPB0gTpoBwCgA4g6MIZYc51A4ZKPnqWHsFic8n9sfgAdVJic7Iib3ibUhoKmShHI/640?wx_fmt=jpeg&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/c2f6808c8d2eee85d7ac2161ee232e82.jpeg||||https://mmbiz.qpic.cn/sz_mmbiz_jpg/xUZcRxJJgpkwlY6QEDMqvElibW3CNQkYqHyjqXU00GVeVgDD5HXtHRYAund1Z7G3qT9aYNvXbaKhhTfV2z07WMx1KepnCpxramD2PZegw3hc/640?wx_fmt=jpeg&from=appmsg"}])
4月28日，北京。中华全国总工会召开庆祝“五一”国际劳动节暨全国五一劳动奖表彰大会，中国科学院海洋研究所研究员杨红生的名字出现在获奖名单上。此时，他正在西沙，这位62岁的科学家，依然保持着几十年如一日的奔波节奏。消息传回青岛，熟悉他的人并不意外。近30年来，他在海洋牧场建设与海参遗传育种方面取得了一系列突破性成果：培育出国审刺参新品种“东科1号”，主持制定我国首个海洋牧场建设国家标准，出版专著15
![半导体、存储器、PCB方向，集体下跌]([{"img_address": "dwe_message/2026-05-28/305315faff2bb06ea4b6e23e09e5469f.gif||||https://mmbiz.qpic.cn/mmbiz_gif/1NNic30RcBCIqza3T8UWhIpRQXhoH4rBx1G0x2JzZsZB76YpZibL3GuKO7oYIeBice2AibP1MPXMluP3qGEK6LEwlfEKVBGeXlPfxuHErKxDZ04/640?wx_fmt=gif&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/6bec04fd31288c50fcd95162ce6a7319.png||||https://mmbiz.qpic.cn/sz_mmbiz_png/1NNic30RcBCKPZKA1gs76olib0FG9Hic4luy9iaxgD0FTBJhbhkhD2HHhn5rcWZenHKtaBJBXhMdpGC4QERO3DBSjSu6zjYhe7eQFXIVIu5uu4w/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/0847c02c26c7590bc4254c2ba8249791.png||||https://mmbiz.qpic.cn/sz_mmbiz_png/1NNic30RcBCI6Dnr9q7kLVNhv49XIyL7r4aDVS64icUfqzic3tdMic08q6x2Pia95zWH7ROMgGjWR2Q1JQhNxu0knhXAJPxHnsQKBicjtvDPBACAU/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/3cd330a5deb2f9de868243e1798ce386.jpeg||||https://mmbiz.qpic.cn/mmbiz_jpg/75aM8OyvVZVvpNIgtsbMqN9GplSfSic0d8D0MxcRSdyzJUe4I1GDiaNIA8Uzz8yvDqIDKpuyqkCdKd6sSIGJ1XkQ/640?wx_fmt=jpeg&from=appmsg"}])
2026.05.28本文字数：571，阅读时长大约1分钟作者 | 一财阿驴5月28日，A股四大指数集体低开，沪指跌0.33%，深成指跌0.29%，创业板指跌0.09%，科创综指跌0.36%。盘面上，半导体、算力硬件产业链回调，存储器、先进封装、PCB方向领跌；AI应用、短剧游戏、光伏题材走弱。电力、算力租赁、消费电子概念股走强。市场逾3000股下跌。个股方面，雄韬股份低开超8%，公司澄清：华为公司
![LNG船+VLGC+油轮，一家船厂包揽！]([{"img_address": "dwe_message/2026-05-28/6c97ab8a98c2f4da8baf5e0765399702.gif||||https://mmbiz.qpic.cn/sz_mmbiz_gif/O57VQUj7lp7Ng8A6Hh3MJlOmQeXuAjwoQz3adxzY3HRsLBcgvydr7Bv3UoAEr5ibVtIoqDhDvOnibNib62bM443MQ/640?wx_fmt=gif&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/a9d0f64d5593b735cd1c0b1e503ba140.gif||||https://mmbiz.qpic.cn/sz_mmbiz_gif/O57VQUj7lp4TzTvDnrribMuVFkDGyODHWXtclcqrKWiag1Z6IXY6mQsYxfr4ibIkluILkvt2BeUyF1pf2gZZHmI9g/640?wx_fmt=gif&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/19716c9d26406bd31e0ef8b9fba5a5f5.gif||||https://mmbiz.qpic.cn/sz_mmbiz_gif/jprMONpSSUQIoWVjNulaxsspsTtpRPibLkeBJhW1VQHZO3AmySic4EJj5ZxEVJysXmoqWMKCIQd5WyL3w8A5fQicosrYTzKzDhkLc6LFpxQcGo/640?wx_fmt=gif&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/404cd926713d325b94241578fea087ec.png||||https://mmbiz.qpic.cn/sz_mmbiz_png/O57VQUj7lp6bYicLC3ay0Fay4dVMVTma98vlRic9SLb5T92PkvwqXN2QajrSOMAFicibyZ75GuWlbHdoAFu6ia77nXw/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/939835e6c6d8d3bddd4a7c59ad2a5345.png||||https://mmbiz.qpic.cn/sz_mmbiz_jpg/jprMONpSSUQr3gx3juB0KXSbkm8A7dChTMbQOsJWficlTABLY9YicrgNAOadiaWkRfzibZmBa6YO5efedLibFXNWmMKGCuFZVGoU4WOfAKicQdSF4/640?wx_fmt=webp&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/cbb75d7c0ada4364bdff6a9b9c4b00bc.png||||https://mmbiz.qpic.cn/mmbiz_png/jprMONpSSUQice68ibibJ7dRfkzewnMHnfU5P0PN9le6mjlGXybbVicIgkTR3L6vSVqicgAOFeKLJ5p3Ur76lLOKbV5sgo2d7F6dReZqK7KJIrAc/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/aa89b6327b80ac9adda324015d9d5874.gif||||https://mmbiz.qpic.cn/sz_mmbiz_gif/jprMONpSSURBia5Dum3H1rcuN28icTasXsISnhpEJ61jicP8ZYNfwKGeLejics2sQTiaL9krrWY4lwNHOcD3kZdP8qBwAjjdZhHH1rhzefghtjGI/640?wx_fmt=gif&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/127cdf6b3b2afa15904d404bd4ef29dc.gif||||https://mmbiz.qpic.cn/sz_mmbiz_gif/O57VQUj7lp4JhUc59GqicG3mezdWrYbSMWryTNkFswBULtH2u3UbQAJ3gXoMW6CY6geTl4NKlzW0N8rReJfpxkg/640?wx_fmt=gif&from=appmsg"}])
5月27日，三星重工宣布已与百慕大航运公司签订3型5艘新船订单，总价值1.0018万亿韩元（约6.67亿美元/约合人民币45.2亿元）。具体而言，该笔订单包括1艘液化天然气（LNG）运输船、2艘超大型液化气运输船（VLGC）、2艘原油运输船，均由同一船东订购，预计将于2028年10月前交付。虽然三星重工未披露船东信息，但据市场人士透露，该批新船与美国银行业巨头摩根大通（JPMorgan）有关。至此
![大摩:全球人形机器人约90%来自中国]([{"img_address": "dwe_message/2026-05-28/177835c9ad263dbadb359634497933eb.gif||||https://mmbiz.qpic.cn/mmbiz_gif/KQs1Gpmr2Stvgy2QakQTH57oB7vXuoHwcdiaichzsfNGYn1ApZwufQ8eeLE7XDw9vxeTshHHYl2HJOYrNDlibkAMw/640?wx_fmt=gif&wxfrom=5&wx_lazy=1&tp=webp"}, {"img_address": "dwe_message/2026-05-28/37c95650cbb890effc0ceed83666cbd2.png||||https://mmbiz.qpic.cn/sz_mmbiz_png/DeCbbib7N7VPMF8PHuibYFw6bZnMwwkzYLVtkgmxCy8Qe7vwIdqv5p9bukFs1quYuicCtaEdVEibxzs48z6S5Libk8sXcD78PAoht4aLYBG4Oviaw/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/30425300916bf588ccef678f499ec400.png||||https://mmbiz.qpic.cn/mmbiz_png/DeCbbib7N7VPaGCmK7oia4Nb9uzawkx7BdC0ZDEH4Wmq04HGibXv8nF5JA2SknLN0CEGX3trvPZUA48VmMZ2ynAZfvSpgx1lU2dXNmAVdkxDOk/640?wx_fmt=png&from=appmsg"}, {"img_address": "dwe_message/2026-05-28/e04a9ac73d6bdea7f1cb9ed0f0e243d0.png||||https://mmbiz.qpic.cn/mmbiz_jpg/UAnVcw0cYJKLzu6yCoJDbNHbhglGJEDry33ufVGSxjqIBEicwdTOtbP9dUHgZR9eNXo474KJ8Tch0TQC5MQznkA/640?wx_fmt=other&wxfrom=5&wx_lazy=1&wx_co=1&tp=webp"}, {"img_address": "dwe_message/2026-05-28/4336284916a6767b342fe3332961f478.gif||||https://mmbiz.qpic.cn/mmbiz/QKDxrVYehicf22iciaokr6C5pnqsEKJvlbdwiahhKvpwVjGQ0e0w6uP07jFl9KBjtn9P7j8SyGaVaVj0zMaic5z6iaIg/640?wx_fmt=gif&wxfrom=5&wx_lazy=1&tp=webp"}, {"img_address": "dwe_message/2026-05-28/1c231bbfec26309d674f62fc978fa8f9.png||||https://mmbiz.qpic.cn/mmbiz_jpg/UAnVcw0cYJLUJ5CMQIUGQCnn3TbmW7HW2VVg3WJYG21doGOQ19SmNfn2LXplXAWqeXXKPoicHIadGpkSiaGicNFrQ/640?wx_fmt=other&wxfrom=5&wx_lazy=1&wx_co=1&tp=webp"}])
? 一、核心判断：中国正在复制十年前电动车的崛起故事5月26日，摩根士丹利发布研报，给出一个明确判断：中国凭借在人形机器人领域的大规模投入与先发优势，正复制十年前电动车产业的崛起路径。关键数据：指标数据2025年全球人形机器人出货约1.3万至1.6万台其中中国制造占比约90%美日等国状态仍主要停留在原型机阶段一句话总结：全球人形机器人市场，中国已经不是参与者，是主导者。? 二、出口份额将从15%升
