IT - 钛刻 - 科技风向旗 - 深度刻画技术趋势,引领数字未来 - 第515页 - 钛刻科技

任天堂股价因Switch 2游戏前景不佳大幅下跌

5月11日，任天堂公司在东京股市股价下跌10%，跌至2024年8月以来的最低点，股价创下三个月来最大跌幅，此前该公司预测硬件和软件销量将下滑，这表明Switch 2尚未形成可持续的需求循环。据报道，任天堂表示，预计在截至明年3月的财年中，Switch 2的硬件销量将下降17%，

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任天堂将Switch 2在日售价提高至59980日元

任天堂将Switch 2在日售价提高至59,980日元，预计新财年Switch 2销量为1650万台。（财联社）

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宝马汽车第一季度销售额310.1亿欧元，预估319.8亿欧元

宝马汽车第一季度销售额310.1亿欧元，预估319.8亿欧元。宝马汽车第一季度EBIT20.0亿欧元，预估22.1亿欧元。宝马第一季度汽车业务息税前利润率为5%，预期为5.16%。（财联社）

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全球AI电源芯片龙头MPS：今年营收目标上调至同比增长85%

5月6日消息，全球电源芯片龙头MPS（Monolithic Power Systems）首席财务官在财报电话会上表示，受光模块和交换机电源需求拉动，公司将制造产能目标从40亿美元上调至约60亿美元。他提到，今年一季度后，管理层看到去年开始的强劲订单势头仍在延续，有信心把将今年的营

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Yusheng Holdings Limited向港交所提交上市申请书

36氪获悉，据港交所文件，Yusheng Holdings Limited向港交所提交上市申请书，独家保荐人为花旗。

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联合水务：股东UW Holdings Limited拟减持不超3%公司股份

36氪获悉，联合水务公告，公司持股5%以上股东UW Holdings Limited基于企业自身财务考量及LP投资回收需要，计划自2026年5月27日起至2026年8月26日止，通过集中竞价和大宗交易方式合计减持公司股份不超过1269.66万股，即不超过公司总股本的3%。其中，通

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巴斯夫第一季度销售额160.2亿欧元，预估160.3亿欧元

巴斯夫第一季度销售额160.2亿欧元，预估160.3亿欧元。巴斯夫第一季度调整后EBITDA 23.6亿欧元，预估22.4亿欧元；调整后每股收益1.32欧元，预估1.03欧元。（新浪财经）

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美国最大公寓业主AvalonBay与EQR商讨合并

知情人士透露，AvalonBay Communities Inc.与Equity Residential正考虑潜在的合并方案，这可能会重塑美国的公寓市场。这两家房地产投资信托基金（REITs）作为美国最大的公寓开发商，已就合并方案进行了初步探讨。目前，AvalonBay和Equi

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巴西零售商CVLB申请破产保护，旗下运营CASA&VIDEO和Le Biscuit

巴西零售商CVLB Brasil申请破产保护，称此举是为正在进行的债务重组过程“扩大范围并提供更大的法律稳定性”。该公司运营着CASA&VIDEO和Le Biscuit连锁店。作为破产保护申请的一部分，CVLB Brasil透露已获得一笔7500万雷亚尔的营运资金融资。声

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特斯拉称计划将FSD V14 Lite扩展到国际市场的HW3车辆

特斯拉在X上发布消息称，计划将 FSD V14 Lite 扩展到国际市场的 HW3 车辆，但前提是在美国市场推广完成后才会进行，而且没有给出具体时间表。特斯拉的帖子称：“继未来在美国面向HW3车辆推出FSD V14 Lite版本后，我们计划将V14 Lite扩展到更多国际市场。此

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阶跃星辰发布新一代图像生成编辑模型Step Image Edit 2

36氪获悉，4月29日，阶跃星辰宣布正式发布新一代图像生成编辑模型Step Image Edit 2。目前Step Image Edit 2已全量上线”阶跃星辰开放平台“和Step Plan。

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追觅硅谷发布会首日，火箭车Nebula NEXT 01 JET Edition亮相

36氪获悉，美东时间4月27日，追觅硅谷发布会启幕。发布会首日，追觅星空计划亮相产品“火箭车”——Nebula NEXT 01 JET Edition。该车搭载专属定制的双固体火箭助推系统，可实现150毫秒瞬时响应。

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亚洲数据中心运营商Digital Edge据悉权衡包括出售在内的各种选项

知情人士称，另类资产管理公司Stonepeak Partners投资的亚洲数据中心运营商Digital Edge正在探索包括出售在内的多种方案。知情人士透露，这家总部位于新加坡的公司正在与摩根大通合作，进行一项可能导致公司部分或全部出售的评估。知情人士还表示，相关交易对公司的估值

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美联航放弃收购竞争对手美国航空集团

美联航（United Airlines）首席执行官表示，与美国航空集团（American Airlines）的合并本可带来变革，但这笔交易已告吹，因为美国航空不愿接洽。（新浪财经）

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菜鸟拟发行公募 REITs，持续加大智慧物流建设

36氪获悉，菜鸟集团拟以旗下嘉兴物流园区项目作为底层资产申报发行公募REITs，目前其申报已向中国证监会及深圳证券交易所提交。自2020年REITs在我国试点启动以来，多家物流及相关领域企业已完成物流领域的REITs发行或处于项目推进阶段。

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Unity中国发布AI OS 3D空间智能座舱

36氪获悉，4月27日，Unity中国在北京车展发布AI OS 3D空间智能座舱。该产品面向整车厂商，提供空间感知与AI智能体交互的技术方案。

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配置占比近半，险资大举掘金机构间REITs

从业内获悉，近年来，随着持有型不动产ABS（即机构间REITs）的发行加速，机构间REITs逐渐受到更多保险资金的青睐，险资在机构间REITs市场的配置占比近半，成为名副其实的“大买家”。业内人士认为，机构间REITs投资期限长且可以提供稳定现金流，能够有效帮助险资实现资产负债匹

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人工智能初创公司Cognition AI进行融资谈判，估值达250亿美元

4月24日，据报道，知情人士透露，人工智能初创公司Cognition AI正就新一轮融资进行初步谈判，此轮融资将使其估值达到250亿美元。报道称，谈判仍在进行中，具体条款可能会有变动。（界面）

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特朗普称正考虑由美国政府收购Spirit Airlines

美国总统唐纳德·特朗普表示，他正在考虑让美国政府收购Spirit Airlines，表示这对联邦政府来说可能是一项不错的投资。特朗普发表上述言论之际，针对这家陷入困境的航空公司，政府已经在权衡一项潜在救助方案。（新浪财经）

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法国卫星企业Univity完成A轮融资，计划成为“欧洲最大”

获得法国政府资助的卫星互联网初创企业Univity23日宣布完成总额2700万欧元的A轮融资，将推进其发射数千颗卫星、成为欧洲规模最大卫星运营商的计划，帮助欧洲降低对美国卫星互联网服务的依赖。Univity计划向极低地球轨道部署多达3400颗卫星，一旦实现，它将成为欧洲最大的卫星

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IT - 钛刻 - 科技风向旗 - 深度刻画技术趋势,引领数字未来 - 第515页 - 钛刻科技 | TCTI.cn

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