The UK prime minister has defended the government's defence spending plans and insisted he would fight to keep his job. In an interview with the BBC, Keir Starmer said defence would be his 'number one priority' in the next spending review. His remarks came a day after the defence secretary, John Healey, resigned. Asked about the prospect of a leadership challenge, Starmer replied: 'I will fight' ‘I’m not going away,’ says Keir Starmer despite defence secretary’s exit UK’s defence plan is underfunded and outdated, says Al Carns after resignation Continue reading...

Annaly Capital Management is raising its dividend for the second time in the last 18 months.

Key PointsAnnaly Capital Management is increasing its dividend by more than 7%.

格隆汇6月12日｜美股开盘，道指涨0.59%，标普500指数涨0.2%，纳指接近平盘。

专题：史上最大IPO本周来袭 马斯克旗下SpaceX拟募资750亿美元 纳斯达克 本次为SpaceX的IPO仪式布置十分简约。交易所身处时代广场，平日里游客络绎不绝，但现场没有布置任何标识牌或大型显示屏来烘托这场重磅上市活动。 一街之隔的 摩根士丹利 总部弥补了这份冷清，竖起巨型广告牌，画面以火星为主题，还打出倒计时标语：“SPCX蓄势升空”。 早上7点30分（北京时间19点30）左右，几名SpaceX高管从侧门快步走进交易所；一旁一小群摄影、摄像工作人员早已架好设备，等候抓拍一众知名高管的画面。 责任编辑：刘明亮

The big day is here as SpaceX (SPCX) prepares to go public on the Nasdaq via its historic IPO. Elon Musk's space operator raised $75 billion after pricing 555,555,555 shares at $135 each. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Trustless Media Founder Zack Guzman to discuss SpaceX's IPO pricing.

马斯克目前抵达纳斯达克交易所。(新浪财经)

专题：史上最大IPO本周来袭 马斯克旗下SpaceX拟募资750亿美元 北京时间6月12日晚，美股周五开盘涨跌不一。传美国与伊朗接近达成和平协议。伊朗官方媒体报道称和平协议将使霍尔木兹海峡重新开放。投资者关注SpaceX在 纳斯达克 的首秀。 道指开盘上涨287.29点，涨幅为0.56%，报51136.04点；标普500指数涨15.69点，涨幅为0.21%，报7409.99点；纳指跌6.38点，跌幅为0.03%，报25803.28点。 周五全球股市走高。日本日经225指数飙升2.8%，印度Nifty 50指数上涨1.3%，韩国Kospi指数上涨4.6%，上证综指涨幅超过1%。欧洲方面，斯托克600指数上涨1.7%。 据伊朗官方媒体报道，伊朗与美国谅解备忘录草案中包括美国承诺解除石油制裁，以及伊朗承诺重新开放霍尔木兹海峡。 据媒体周五援引知情人士报道称，美伊和平协议最早可能于周日在瑞士签署。 此前，得益于芯片股反弹以及美国总统特朗普暗示与伊朗的和平协议即将达成，周四股市已经出现上涨。 交易员同时关注埃隆-马斯克旗下SpaceX在纳斯达克的首秀。SpaceX将以股票代码SPCX上市，每股发行价定为135美元，公司估值将达到1.77万亿美元。 该公司计划发行5.556亿股，融资规模达750亿美元，将成为历史上规模最大的首次公开募股。这一规模是2014年 阿里 巴巴 220亿美元IPO的三倍多，后者是目前美国最大规模的IPO。 如果此次IPO按计划进行，可能成为周五股市的重要催化剂。但部分投资者担心，由于发行规模庞大，可能对市场造成压力。 即使市场能够消化这些SpaceX新股，IPO本身波动性较大，且周五的发行可能引发科技股领导地位的再次轮动，因为投资者需要筹措资金认购新股。 富国银行 投资研究所全球股票策略师道格拉斯-比思表示：“历史表明，大规模IPO发行发生在市场情绪强劲时期，但新增的股票供应可能导致消化不良。美国家庭股票配置已接近历史高位，这意味着他们可能卖出现有持仓来为这些新头寸融资。” “再加上持续的地缘政治紧张局势和即将到来的中期选举，这可能是市场在下半年表现出更大波动性的又一个原因。” 他补充道：“我们仍然看好人工智能主题和信息技术板块，但不会追涨这一波上涨。”他指出，截至5月29日，该板块自4月以来已上涨37%，而同期标普500指数涨幅为17%。 周四的上涨...

专题：史上最大IPO本周来袭 马斯克旗下SpaceX拟募资750亿美元 今天就是 SpaceX 正式挂牌的大日子。如果想预判后续行情走势，可以关注眼下期权交易员疯狂炒作的 关联替代标的 。 这位全球首富旗下企业迎来里程碑式上市，周五挂牌前夕，所有和 SpaceX 存在业务、股权关联的个股期权成交量全线暴涨。华尔街各界争论不休：这场估值 1.75 万亿美元的 IPO 究竟是估值严重虚高的资本泡沫，还是人类未来发展的核心载体。而交易员们正疯狂买入各类关联个股的看涨期权，指望借 SpaceX 热度获利。 科罗拉多州网络通信企业 回声星 通信持有约 3% 的 SpaceX 股份，该股周四大涨 11%；芝加哥期权交易所 LiveVol 数据显示，SATS 期权成交量达到近 30 日日均水平的 11 倍。AST 太空移动的卫星计划下周由 SpaceX 火箭发射，该股单日暴涨 12%，对应期权交易规模近 1.4 亿美元。 就连股价从高点暴跌 99% 的 维珍银河 ，期权交易也骤然火爆，看涨期权买入量是看跌期权的 3.5 倍。 派珀桑德勒期权交易主管丹尼・基施在电话采访中表示：“大量资金涌入这类个股的短期看涨期权，本质是借道做多 SpaceX。其中散户需求占一部分，但机构资金也在大举买入 SATS。” 周五盘前，回声星通信再度上涨 5%，AST 太空移动同样走高。 旧金山伊皮斯特罗菲资本研究首席市场策略师科里・约翰逊称，资金同步涌入航天主题 ETF，造成标的股票供给紧张，进一步推高了这些关联替代股的价格。 普罗库尔旗下太空 ETF 代码 UFO、迪法恩斯旗下航天 ETF 代码 JDI 过去一年分别上涨 119%、35%，两只基金均重仓 ASTS。 约翰逊在电话采访中说：“无法直接买到 SpaceX 股票、或是担心抢不到足额筹码的资金，全都涌入了这类 ETF。基金被动加仓，只能买入 AST、回声星通信、斯派尔卫星等标的。这波上涨和企业本身经营质量、产品需求、现金流毫无关系。” 有一点十分明确：SpaceX 个股期权将于下周二正式上线，市场需求大概率会达到天文数字级别的规模。本次 IPO 发行价定为每股 135 美元，这个价位对散户十分友好 —— 即便期权权利金溢价偏高，标的股价名义价格不算极端。 回声星通信、AST 太空移动周四收盘价分别为 128 美元、97.56 美元，隐含波动率...

MiniMax半年蒸发了2400亿港元。 年初上市的时候,它还是港股最靓的仔。3月触及1238港元的历史高点，市值冲破3800亿港元。短短三个月，画风全变了。6月9日，股价跌到464.4港元，较高点回落约65%。 市场上很快流行起一个说法，听着解气，是恒生科技指数害的。恒科5月22日宣布把MiniMax纳入，6月8日正式生效，跟踪指数的ETF被动建仓，结果“恒科刚建完仓，MiniMax就开始砸”，被动跟踪的资金成了高位接盘的冤大头，叫“制度性接盘侠”。 这个说法很有画面感，也很容易传播，但它把因果搞反了。 恒科调仓是机械执行规则，这里得先说清楚它怎么运作。所谓跟踪恒科指数的ETF，本质是一篮子按指数配比买入的基金，指数里有哪些成分股、各占多少权重，ETF就照着买，不做任何主观挑选。所以当MiniMax被纳入指数，这些ETF不是“看好它才买”，是“规则要求它必须买”。它们没得选。 这是程序，不是判断。正因为是程序，它不会去主动制造一只股票的下跌，它最多是叠加了一波被动买盘、放大了涨跌波动幅度。 把这种“规则强制的被动买入”说成“高位合谋接盘”，是给暴跌找了个解气的情绪出口，却掩盖了真正的问题。 MiniMax的大跌，本质原因是AI股挤泡沫，虚高的市值，本来就站在一个还没被验证的故事上。 两个数字，都不经查 2025年，MiniMax营收7900万美元，净亏损18.7亿美元。亏损是营收的20多倍，听着像个无底洞。 但这个数字有水分。翻开年报，2025年那18.7亿美元亏损里，有近16亿是“金融负债公允价值亏损”。这是个会计概念，简单说就是，公司上市前发给投资人的优先股，会随着公司估值上涨而被重新计价，估值涨得越多，账面上记的这个“亏损”反而越大。 MiniMax 2025年真正的经营性亏损，也就是它年报里披露的经调整净亏损，是2.5亿美元，和2024年基本持平。 换句话说，它的实际经营亏损没有扩大，账面那个18.7亿，大部分是“因为它变值钱了”才记上去的。 而且MiniMax根本不缺钱。截至2025年9月底,MiniMax手里还握着约11亿美元的现金储备。一家账上躺着11亿美元的公司，谈不上“急需资金”。 至于“恒科接盘侠”那个说法，也站不住。被动建仓是规则使然，不是MiniMax主动在高位把货甩给ETF，把这种制度性的被动跟踪说成“接盘”，是把因果搞反了。 把会计幻觉...

Adobe跌8.1%，创下2018年2月以来的盘中最低水平。

美股三大指数开盘涨跌不一，道指涨0.59%，标普500指数涨0.2%，纳指接近平盘。美股太空概念股多数上涨。Rocket Lab涨超3%，回声星通信涨超2%。Adobe跌8%，创下2018年2月以来的盘中最低水平，公司Q2营收超预期，业绩指引上调，但CFO离职引担忧。

Royal Opera House, London Prodigal son Paul Lightfoot returns with Sol León for their first performance by a British dance company. The result is impressively choreographed, if in need of more heart Paul Lightfoot is a prolific, multi-award-winning British choreographer, more than 35 years in the industry, making dance as a duo with his former wife Sol León. Yet this is the first time their work has been performed by a British dance company. Seems hard to believe. The pair spent their careers at Nederlands Dans Theater (NDT), as dancers and choreographers, then Lightfoot was artistic director from 2012 to 2020. But Cheshire-born Lightfoot trained at the Royal Ballet school, so this is a bit of a prodigal son situation, the Royal Ballet dancing an evening of the duo’s work: one two-decades-old piece revived, another that originated in lockdown that’s been dramatically recreated especially for this company. The style of dance is so distinctive (influenced by that of NDT’s longtime director Jiří Kylián). It’s full of steps, exclamations, exaggerations and quirks. It is ultra specific, with constant switches of tone and timbre. The Royal Ballet’s dancers are used to demanding, ultra-contemporary movement but you can see how challenging it is to completely absorb a new style, and it’s interesting to see dancers play against type, like Vadim Muntagirov, a classical prince, now an ultra-serious, starkly angled figure in 2006’s Shoot the Moon. He’s one of five protagonists on a clever rotating set where different rooms and relationships come into view. Not so much a story as a set of (moderately opaque) situations. The style can be a bit Marmitey: Euro arthouse angst, well-dressed people in crisis to Philip Glass. Always a beautiful crisis, though. The dancer most impressively invested in the work is Lauren Cuthbertson, almost reinvented for this piece. At one point there’s a live camera feed on stage and we see a closeup of Cuthbertson on screen, facial expressions as fran...

Getty Images Thesis Summary Tesla, Inc. ( TSLA ) has spent the last two years transforming itself into an AI company, and it may have finally succeeded. This week, CEO Elon Musk claimed Tesla's upcoming AI6 chip might set a record for the most usable intelligence produced from a single silicon wafer once manufacturing yield is factored in. The key thing to understand here is that raw performance is not the goal. The goal is lower cost per unit of deployed compute. I highlighted the importance of Tesla's chip ambitions months ago, and we now have some encouraging signs. The implications are huge for Tesla itself, especially lined up against SpaceX ( SPCX ) and xAI, which already are real customers of the company and potentially future parts of it. The Silicon Is Real In April 2026, Tesla finished the design of AI5, its fifth-generation AI chip, and sent it off for manufacturing. According to Musk , one AI5 matches Nvidia's ( NVDA ) H100 for the work Tesla needs done, and two together match Nvidia's newest Blackwell chips, at a fraction of the cost and power. How exactly is this possible? Because Tesla's chip only has to do one job, while Nvidia builds for thousands of customers, and its chips are built for general purposes. Tesla ripped all the unnecessary elements out and kept only what its own software uses. Most importantly, Tesla skipped high-bandwidth memory, or HBM, the exotic, ultra-fast memory every Nvidia chip depends on, and the single scarcest part in the AI supply chain, in favor of ordinary memory that's cheap and available everywhere. Now, the AI6 takes the idea further. Musk says it doubles AI5's performance in the same compact size, with a huge slice of the chip devoted to onboard memory sitting right next to the processors, making data access roughly ten times faster than fetching it from external memory. Smaller chips make for better connectivity and cheaper production. For example, Nvidia's larger chips need more die in manufacturing. Tesla's are h...

美股三大指数涨跌不一，标普500指数涨0.14%，道指涨0.59%，纳指跌0.1%。大型科技股方面，超威半导体涨1.77%，谷歌A涨1.08%。中概股方面，理想汽车涨5.52%，小鹏集团涨2.25%，京东涨2.25%，蔚来涨1.43%，网易涨1.24%。

格隆汇6月12日｜Redfin的一份新报告称，凭借通过SpaceX IPO创造的财富，假设现有和前员工将资金汇集起来，估计可以买下圣安东尼奥40%的房屋。圣安东尼奥是距离该公司位于得克萨斯州星际基地总部最近的美国主要大都市区。另外几个假设情景是：员工们估计可以买下休斯敦15%的房屋，休斯敦是全国最大的住房市场之一；或者买下得克萨斯州McAllen的每一套房屋。报告补充说，McAllen比其他市场小得多，但距离星际基地仅80英里，而且员工们还会剩下约740亿美元。

British Prime Minister Keir Starmer on Friday ⁠rejected the ⁠idea that he had ⁠lost authority in his role, and said he would fight to keep his job, adding that anyone who wanted to replace him would have to deal with the same financial ‌constraints. The comments come a day after Defence Minister John Healey delivered a fresh blow to the prime minister’s already weakened leadership by quitting and accusing Starmer of being unable to commit the resources needed to keep the country safe, in a dig...

Idest Inversiones SICAV (IDESTINVERSI.BC) 最新股票消息和頭條新聞 Yahoo 財經

Stocks are sky-high, but us contrarians are looking for dividend deals. And we found them in one forgotten corner of the Wall Street world. Here, we're going to bank yields between 11% and 13%.

Summer is approaching, which means it's time to enjoy some gloriously warm weather beside the grill. But let me pitch you on an alternative: Instead of the usual burgers, hot dogs, and kebabs, what if you made pizza? I've been doing this for a few years now, and while I still love to grill, it no longer compares to pulling pies from my Ooni Fyra 12. A pizza oven previously seemed to me like something reserved for staunch enthusiasts. I never would have considered buying one myself, because for many years I believed that I hated pizza - the British food landscape wasn't exactly rife with good options during my childhood, in my defense. But a … Read the full story at The Verge.

Discover how long-term dividend growth has stacked up against inflation, why payouts can swing sharply in recessions, and what that means for income and total-return strategies. Watch the video below to see how dividends may fit into a diversified portfolio. *This video was published on May 29, 2026. Continue reading

SpaceX's landmark public debut shatters global capital raise records, validating orbital infrastructure and space-based AI as new investable mega-trends.

Family members of victims visited the crash site, carrying portraits of the loved ones they lost last year.

Source: Bloomberg, 3:49

格隆汇6月12日｜据悉汇丰银行对陷入困境的阿联酋公司IFFCO有4亿美元的风险敞口。

格隆汇6月12日｜深交所公告，本周共对175起证券异常交易行为采取了自律监管措施，涉及盘中拉抬打压、虚假申报等异常交易情形；共对8起上市公司重大事项进行核查，并上报证监会1起涉嫌违法违规案件线索。

以色列总理内塔尼亚胡12日发表声明说，只要他还担任以色列总理，“伊朗就决不会拥有核武器”。他在声明中说，就上述问题，他同美国总统特朗普的“立场完全一致”。美国总统特朗普11日表示，鉴于美国和伊朗即将达成协议，他已取消原定针对伊朗的打击。据美国媒体报道，特朗普作出这一表态前，没有提前知会内塔尼亚胡，令其“猝不及防”。以色列总理办公室11日证实内塔尼亚胡与特朗普通电话。内塔尼亚胡方面表示，虽然以色列不是备忘录签署方，但对特朗普承诺在最终协议中限制伊朗核计划与导弹能力表示支持。（央视新闻）

格隆汇6月12日｜长三角智能航运网络提升与融合应用座谈会上介绍，长三角三省一市正推动数字经济与海洋经济融合发展，计划在未来5年分阶段推动区域智能航运高质量发展，建成全国智能航运创新发展先行区、示范区和策源地。长三角三省一市通信、海事主管部门介绍，上海已建成涉海5G基站2300余个，沿海5G覆盖率显著提高，洋山港自动驾驶、国产大型邮轮5G+卫星互联网协同部署等一批标杆项目落地。