格隆汇7月9日｜A股市场半导体股迎来全线大爆发，其中，艾森股份、有研硅、上海合晶20CM涨停，甬矽电子、长光华芯、沐曦股份-U涨超14%，长川科技涨超13%，澜起科技、摩尔线程-U、华海诚科、沪硅产业涨超12%，汇成股份、盛合晶微、中芯国际、臻宝科技涨超11%，恒坤新材、神工股份、颀中科技、概伦电子、晶合集成涨超10%，华天科技、太极实业、晶方科技、有研新材、兆易创新、雅克科技、长电科技、通富微电等10CM涨停。 据金融投资AI助手扣子APP分析，规模级IPO为今天的半导体行情提供了催化剂。长鑫科技正式官宣定于7月16日进行新股申购。这不仅是科创板历史上规模第二大的超级IPO项目，也是中国存储芯片产业链具有里程碑意义的事件，直接点燃了整个半导体板块。另外，还有消息称苹果正为在华销售设备测试长鑫DRAM内存，也对板块构成明显利好。

7月8日，美联储公布了今年6月16日至17日召开的联邦公开市场委员会（FOMC）货币政策会议纪要。纪要显示，美联储内部就未来利率走势存在严重分歧，多位决策官员分别就加息或降息提出了不同主张。在美联储新任主席凯文·沃什（Kevin Warsh）主持的首场政策会议上，全体货币政策委员一致投票决定，将联邦基金目标利率区间维持在3.5%至3.75%不变。 纪要指出，美联储官员对美国通胀潜力的评估存在对立观点。部分与会者认为通胀可能进一步放缓，从而为降息创造空间；但另有部分与会者预计，价格上涨压力仍将保持高位，并可能导致美联储不得不采取加息举措。根据个别委员利率预期的“点阵图”显示，决策层倾向于今年内再加息一次，并在随后两年各降息一次。 针对当前通胀形势，与会官员表示，受前期特朗普政府关税政策、伊朗冲突以及霍尔木兹海峡关闭引发的供应链中断影响，美国通胀在过去一年持续上升。尽管近期能源价格有所回落，但多数与会者判断通胀在上半年仍将维持高位，通胀前景面临的上行风险依旧突出。此外，会议首次关注到人工智能（AI）领域对供应链及能源市场的压力。纪要强调，对AI基础设施的持续强劲需求，可能对科技产品及电力价格构成长期上行牵引。 值得注意的是，本次会议纪要及此前公布的政策声明在篇幅上均大幅缩减，体现了新任主席沃什一贯主张缩减“前瞻性指引”和减少与市场常规沟通的政策风格。美联储在声明中删除了此前暗示倾向放宽货币政策的表述。纪要显示，多数与会者明确表示倾向于不再重复此类前瞻性表述，并赞同大幅精简美联储政策声明的结构与文字。沃什在会后新闻发布会上将此次政策辩论形容为一场“家庭内部争论”，并重申未来的货币政策调整将完全取决于后续公布的经济数据。 市场分析人士普遍指出，这份纪要明确传递出美联储内部决策的模糊性与不确定性。面对复杂的宏观经济图景，美联储正试图在多种假设场景中寻求平衡，在获得足够清晰的数据支持之前，短期内难以对特定货币政策路径做出明确承诺。当日纪要公布后，美股盘前指数维持跌势，美债收益率出现小幅上行，金融市场整体反应相对平稳。 责任编辑：龙运翔

Aimei Health Technology ( AFJK ) watched its stock slide after announcing the termination of its business combination agreement on Wednesday with United Hydrogen Group, effective immediately. The blank-check company delivered the termination notice on July 7, after the two entities failed to consummate the merger on or prior to their agreed-upon outside deadline, according to a statement . AFJK shares tumbled over 30% in extended trading. “Although we were unable to complete the proposed business combination with United Hydrogen within the required timeframe, we remain confident in our ability to identify and execute a compelling transaction in the future," Aimei Health ( AFJK ) CEO Xie Junheng said. More on Aimei Health Technology Co., Ltd Aimei Health receives Nasdaq notice over delayed quarterly filing Financial information for Aimei Health Technology Co., Ltd

格隆汇7月9日｜中邮证券研报指出，物产环能热电联产稳健增长，积极布局新能源。2025年公司归母净利润6.4亿元，同比-13.6%；2026Q1归母净利润1.7亿元，同比+11.7%。2025年公司煤炭贸易、热电联产、新能源三大板块营收分别为341.8/29.2/1.7亿元，同比分别为-17.6%/-6.8%/+200.1%；三大板块毛利率分别为2.8%、29.9%、14.4%，同比+0.2/+5.3/-16.8pcts。公司基于混合储能的多能耦合智慧低碳供能示范项目已于2025年12月完成首次熔盐供汽；此外积极布局储能设备研发制造，并自主研发“1.44MW/3.343MWh移动储能充电系统”，形成大型储能与移动式储能两大品类，云南瑞丽400MWh储能项目和甘肃玉门400MWh储能项目顺利实施。考虑到热电联产业务稳健增长+积极布局新能源，同时煤炭流通业务有望回暖。上调评级，给予“买入”评级。

私募排排网数据显示，截至2026年6月30日，有业绩展示的1236只指数增强产品，上半年平均收益率达16.25%。（人民财讯）

格隆汇7月9日｜科创50指数大涨7%，创业板指涨幅扩大至4%，深证成指涨2.48%，沪指涨0.96%，全市场超1800只个股上涨，半导体产业链全线走高。

President Trump capped a NATO summit in Turkey meeting Ukrainian President Volodymyr Zelenskyy, and saying that the U.S. will give Ukraine a license to make Patriot air defense systems. (Image credit: Alex Brandon)

科创50指数持续拉升大涨7%，成份股中仅5只个股下跌。中芯国际、华海清科、华虹宏力等股大涨超10%。

创业板指大涨4%，深成指涨超2.4%，沪指涨近1%。

NicoElNino/iStock via Getty Images The following segment was excerpted from Fundsmith Equity Fund 2026 Semi-Annual Letter To Shareholders. Atlas Copco ( ATLKY ) – Organic growth has been anaemic over the last two years, which in our view does not justify a <3% FCF yield which has resulted from the shares rising sharply over the past year. Coloplast ( CLPBF )– Organic growth has fallen from a long term average of 8% to 6%. Not coincidentally there have also been a couple of high-profile screw-ups involving acquisitions. EssilorLuxottica ( ESLOF ) – The lower margins on smart glasses forced the company to abandon its long-term profit targets. It is still a very interesting company with the rise in wearables and smart glasses, but increased competition in this segment is inevitable. Intuit ( INTU ) – Although we only recently repurchased Intuit we were sensitive to the way in which they have reacted to the poor Mailchimp acquisition as this is why we sold the shares in the first place. The fact that they have now taken to giving results ex Mailchimp both shows how bad the acquisition was but also worries us about a continuing state of denial. LVMH ( LVMHF ) – The key China market seems unlikely to recover until the property market does. Family succession plans are also an increasing concern. Magnum Ice Cream Co. ( MICC ) – The company is too small and illiquid for us to build a meaningful position. Mettler-Toledo ( MTD ) – Underlying growth so far this year is only 1%, which isn’t enough to justify its traditionally premium valuation. Nike ( NKE ) – It is clear that any turnaround from new CEO Elliott Hill after the damage done in the pandemic period will take longer than we’d initially expected, especially as China and Converse continue to be problems. Novo Nordisk ( NVO ) – Parlayed a market leading position in the biggest drug discovery in decades into an investment disaster. Otis ( OTIS ) – The growth in maintenance and modernisation of lifts hasn’t been fast enoug...

(RTTNews) - Gloo Holdings, Inc. (GLOO), a vertical technology platform, on Wednesday priced its previously announced underwritten public offering of 7 million Class A common shares at $3.25 per share.

格隆汇7月9日丨据伊朗国家媒体，伊朗军方表示，其无人机袭击了科威特的美国“爱国者”防空系统、卡塔尔的一座卫星天线以及巴林的美军燃料储存设施。

Nocera ( NCRA ) has filed a registration statement to allow a selling stockholder to resell up to 7,500,000 shares of common stock, representing an aggregate market value of ~$15M. NCRA shares fell ~8% in extended trading. More on Nocera Financial information for Nocera

After its blockbuster IPO, SpaceX (NASDAQ: SPCX) is now one of the largest money-losing businesses the world has ever seen. According to SpaceX's IPO prospectus , the company lost $4.94 billion on $18.7 billion in revenue. Data for the first quarter of 2026 suggests that losses are accelerating. So far in 2026, the company has lost $4.28 billion on $4.7 billion in revenue. Scaled up to an entire year, the company is on track to lose around $17 billion on roughly $19 billion in sales. Net losses, it seems, are accelerating even faster than revenue growth. Keep in mind, however, that the company did eke out a $756 million profit in 2024 off $14 billion in sales. Continue reading

根据本周发布的政府数据，美国航司5月份在喷气燃料上的支出达到66.6亿美元，这是连续第二个月燃料成本超过60亿美元。 5月份的燃油支出比去年同期高出84%。美国交通统计局表示，航空公司4月份在燃料上的支出为64.7亿美元。 燃料支出的上升主要由航空燃油价格上涨推动，而不是因为航空公司的燃油消耗量显著增加。美国航司5月份的燃油消耗量为16.27亿加仑，较2025年5月下降0.6%。4月份的消耗量也略低于去年同期。 美国交通统计局表示，5月份航空公司支付的燃油平均价格为每加仑4.09美元，略低于4月的4.11美元，但比2025年5月的2.21美元高出85%。 全球航空公司已因燃油价格飙升而上调票价和附加费用，并缩减航班时刻。燃油通常是航空业最大的运营成本之一，使航空公司尤其容易受到能源价格波动的影响。 最新数据显示，自今年中东冲突爆发并导致霍尔木兹海峡航运中断以来，能源成本急剧上升，对全球经济仍持续产生影响。霍尔木兹海峡是全球原油和燃料供应的重要通道。 美国与伊朗达成临时停火协议后，燃油价格已从春季高点回落，为航空公司带来了一定缓解，但停火局势仍十分脆弱。 据英国军方称，周二有三艘油轮在霍尔木兹海峡遭到炮弹袭击，美国已撤销了此前允许伊朗根据协议销售石油的许可。 达美航空将于周五公布其第二季度的财务业绩，这将拉开美国航空公司一系列财报发布的序幕。业内人士预计，航司高管们将讨论近期燃油价格下跌可能对行业未来财务状况带来的影响。 责任编辑：于健 SF069

记者从甘肃省兰州市榆中县防汛抗旱指挥部办公室了解到，受暖湿气流和冷涡底部冷空气共同影响，预计7月9日夜间至12日上午，榆中县将出现持续性降水过程，南部及北部有暴雨，累计降雨量可达60～80毫米，个别站点超过100毫米，其余地区累计降雨量30～50毫米。降水以对流性开始，主要对流时段为9日23时至10日8时，最大小时雨强30～50毫米；10日9时起转为稳定性降水。本次降水过程持续时间长、累计雨量大、对流性强，极易诱发滑坡、崩塌等地质灾害，同时引发中小河流洪水、山洪、城乡积涝，防汛安全形势十分严峻。依据《榆中县防汛抗旱应急预案》相关规定，县防汛抗旱指挥部经会商研判，决定自2026年7月9日11时起，全县启动防汛抗洪Ⅲ级应急响应。（央视新闻）

(RTTNews) - Fletcher Building Ltd. (FRCEF, FBU.AX, FBU.NZ) Thursday said it now expects continuing operations EBIT before significant items for fiscal 2026 to be in the range of $400 million to $403 million. This is around 6.4 percent higher than the earlier given outlook and inc

Good morning . An escalation of violence threatens efforts to reach a permanent US-Iran peace deal. Volkswagen CEO Oliver Blume’s restructuring plan faces a big test. And investors are still riding high on AI share sales. Listen to the day’s top stories . — Jill Disis Market Snapshot S&P 500 futures 7,546.75 +0.2% Nasdaq 100 futures 29,550.50 +0.3% WTI crude oil futures $73.54 +0.0% Market data as of 01:57 AM ET. Data is subject to provider delays. The US military struck Iran for the second straight day . American forces hit about 90 military targets “ to further degrade ” Tehran’s ability to attack commercial shipping in the Strait of Hormuz. Iran — whose parliamentary speaker earlier had warned the nation would retaliate — launched missiles and drones at US bases in Kuwait and Bahrain, according to state-run Press TV. Oil climbed after the attacks . Government bonds in Japan, Australia and New Zealand fell, extending a global selloff as traders increase bets the Federal Reserve will raise interest rates . Check out our Markets Today live blog for all the latest news and analysis relevant to UK assets. Donald Trump told NATO leaders he was feeling the love, but his actions were more directed toward those who appeal to his political instincts. Syria’s Ahmed Al-Sharaa, a former jihadist, won sanctions relief . Volodymyr Zelenskyy’s rehabilitation was rewarded with a Ukraine air-defense dea l. And Recep Tayyip Erdogan gave a jubilant thumbs up upon hearing that Turkey might be in line to buy F-35 fighter jets . Volkswagen’s Oliver Blume will today try to convince the company’s warring factions that more cost cuts are needed. The supervisory board of Europe’s biggest carmaker will consider Blume’s plan for a sweeping restructuring that could ultimately eliminate as many as 100,000 jobs and close four German factories. A handful of tech companies are still attracting heavy investor interest despite persistent worries about whether the AI rally has gone too far . Memory ...

中国汽车工业协会今天（9日）公布的最新数据显示，今年1至6月份，我国新能源汽车市场产销量、出口量均呈现稳定增长态势。其中，新能源汽车产销量分别完成743.8万辆和744.6万辆，同比分别增长6.7%和7.3%；6月新能源汽车新车销量达到汽车新车总销量的近60%。 在出口方面，1至6月份，汽车出口509.6万辆，同比增长65.3%。其中新能源汽车出口235.5万辆，同比增长1.2倍。 中国汽车工业协会副秘书长陈士华表示，今年以来，新能源汽车出口成为拉动汽车出口增长的核心动力。出口的快速增长，是我国汽车产业转型升级、国际竞争力提升的集中体现。（央视）

Reputation for frumpiness is over as M&S wins over younger audience with shows at Silverstone, Ibiza and now LFW This autumn’s London fashion week boasts plenty of familiar labels, from Burberry to Alexander McQueen, ready to show off their wares. But on Wednesday there was an unexpected addition: Marks & Spencer is joining the luxury lineup. The British high-street retailer will celebrate its 100th anniversary in the fashion industry by staging a catwalk show in September highlighting its latest women’s and menswear collections. Continue reading...

Bishop Auckland is abuzz with culture and family fun, thanks to the vision of Auckland Palace’s owners – and the new Kynren show featuring birds of prey, Viking raids and mythical beasts, which opens next week Booming Hans Zimmer-style cinematic music reaches a crescendo, shaking my bones. Two turquoise macaws swoop within an inch of my hair and join a sky filled with nearly 250 birds. Hawks, kites, pelicans, and an owl soar and swoop around a pagan-looking wooden circle. Peacocks fuss at the makeshift river below, coaxed by two actors telling the story of humans’ relationship with nature. Grey clouds roll in, dark with rain. After all, we are risking an open-air performance in north-east England. I’m at a preview of Kynren: the Storied Lands, the latest gloriously unrestrained project in the market town of Bishop Auckland, 12 miles south of Durham. I grew up near Bishop Auckland, which was once an important coal-mining and railway town. Last time I was here, its centre was dominated by discount stores. If, in 2003, you’d told teenage me that the high street would become an ode to art, history and culture, I would have laughed. Well, I would have grunted and turned up the Nu metal on my MP3 player. Continue reading...

A young boy and his two siblings stay with their aunt in the West Country, in this haunting debut set over the long, hot summer of 1976 The summer of 1976 calls to my generation of novelists. We don’t remember it, but we remember the textures of daily life in that era, and a heatwave puts daily life under the kind of pressure that fuels fiction. In Guardian journalist Charlotte Edwardes’s first novel, Trouble Was, the scene is set by that heatwave with its attendant, escalating water shortage; the escalating marital and mental health crisis of the mother of three young children; a remote farm in the West Country. Though in some ways the pace is slow– not a criticism, the pace of school holidays with nowhere to go and nothing to do is also slow – the novel’s engines thrum from the first page. Edwardes has taken the risk of a first-person child narrator, primary-aged Frank. Such figures are necessarily precocious – there’s a reason full-length novels by nine-year-olds are rarely written and never published – and tend to make demands on our suspension of disbelief, but in this case it’s convincing and compelling from the outset. The use of past tense helps, allowing both strikingly immediate observation and the feeling that the prose is in the steady hands of a remembering adult. Through the gap between Frank and the reader’s comprehension, the book conveys what the reader needs to understand about the adults’ lives. We know that most of the adults are also adulterers, that his mother’s mental illness is hereditary as well as situational, and that her efforts to fob off social services are just about adequate. Continue reading...

The South African photographer, whose images arise from being embedded in queer and rural communities, has been named the winner of the James Barnor prize Continue reading...

现货黄金站上4090美元/盎司，日内涨0.41%。纽约期金站上4100美元/盎司，日内涨0.66%。