Roman Tiraspolsky/iStock Editorial via Getty Images Shares of Intel ( INTC ) surged about 6% premarket on Thursday after BofA double upgraded the chipmaker's stock to Buy from Underperform. The firm also raised the price target on the stock to $135 from $96. Analysts led by Vivek Arya said they have a higher confidence in Intel's opportunity to help address industry constraints in leading edge wafers/packaging, plus supply into a much larger agentic CPU Total Addressable Market, or TAM. "Overall, we now see the total IDM CY30 EPS power of $6+ vs. $3-4 prior, though execution in both product/foundry remains key. We also point to the recent CDNS ‘14A node’ IP sign-up and Terafab engagements as additional supportive data points, helping build INTC’s longer-term visibility in external foundry with a more sustainable IP ecosystem," said Arya and his team. More on Intel Intel's AI Narrative Just Changed Intel: Potential Upside Exists Despite Stretched Valuation Multiples Wall Street Lunch: Intel Leads Chip And AI Rally On Google, Nvidia Foundry Report Trump believes AI companies will be 'giving back' stakes to public Cadence Design's deal with Intel's foundry is 'incrementally positive' for EDA firm: Stifel

Roman Tiraspolsky/iStock Editorial via Getty Images Shares of Intel ( INTC ) surged about 6% premarket on Thursday after BofA double upgraded the chipmaker's stock to Buy from Underperform. The firm also raised the price target on the stock to $135 from $96. Analysts led by Vivek Arya said they have a higher confidence in Intel's opportunity to help address industry constraints in leading edge wafers/packaging, plus supply into a much larger agentic CPU Total Addressable Market, or TAM. "Overall, we now see the total IDM CY30 EPS power of $6+ vs. $3-4 prior, though execution in both product/foundry remains key. We also point to the recent CDNS ‘14A node’ IP sign-up and Terafab engagements as additional supportive data points, helping build INTC’s longer-term visibility in external foundry with a more sustainable IP ecosystem," said Arya and his team. More on Intel Intel's AI Narrative Just Changed Intel: Potential Upside Exists Despite Stretched Valuation Multiples Wall Street Lunch: Intel Leads Chip And AI Rally On Google, Nvidia Foundry Report Trump believes AI companies will be 'giving back' stakes to public Cadence Design's deal with Intel's foundry is 'incrementally positive' for EDA firm: Stifel

Intel surges after double rating upgrade at BofA Seeking Alpha

中科曙光预告，6月15日，新一代高性能通用计算平台即将发布。（人民财讯）

Sundry Photography ASML ( ASML ) shares rose more than 3% in premarket trading on Thursday, ahead of the company's internal event known as the Technology Conference. The annual event is seeing increased attention this year, as Tesla ( TSLA ) and SpaceX ( SPCX ) CEO Elon Musk is set to speak to employees. Musk will speak later today at the event via video link, a source familiar with the matter told Seeking Alpha. The event was extended to Musk in relation to the ongoing Terafab project, which will see Tesla and SpaceX work together to build a semiconductor plant in Texas, the source added. ASML CEO Christophe Fouquet confirmed last month that he had discussions with Musk about the Terafab and that he considers the project a “serious endeavor,” the source explained. In May, SpaceX initially proposed spending $55B on the project, with the total cost increasing to $119B over time. The project would begin with a smaller advanced fabrication facility capable of designing and testing a wide range of chips, with ambitions to scale into a much larger operation. Musk has long argued that current chipmakers are not expanding fast enough to meet the demands of next-generation AI systems. Without the Terafab, “we don’t see a path to having enough” chips for AI given “the rate at which the industry is growing,” Musk told investors recently. The proposed fab would produce two main types of chips: lower-power processors for vehicles, robotaxis, and humanoid robots; and higher-performance chips designed for space-based computing. Musk envisions eventually supporting massive computing capacity both on Earth and in orbit, though he did not provide a timeline. Musk unveiled plans for the semiconductor venture in March. He is seeking greater control over chip supply for AI, robotics, and space computing. Last month, Musk said that the Terafab project would use Intel's ( INTC ) 14A manufacturing process in the plant. Some analysts have said the creation of the Terafab project, which is ...

美團匯豐七甲熊D.P (53431)討論區- 股票評論- 股吧交流社區 Moomoo

格隆汇6月11日｜华特气体(688268.SH)公告称，公司股东厦门华弘多福、华和多福、华进多福通过大宗交易合计减持公司股份239.99万股，占公司总股本1.88%，减持计划完成。其中，华弘多福提前终止减持计划，减持115.99万股，减持总金额1.76亿元；华和多福减持68万股，减持总金额1.03亿元；华进多福减持56万股，减持总金额8474万元。

1、《习近平外交文选》第一卷、第二卷出版发行； 2、电视专题片《续写中朝传统友谊崭新篇章——习近平总书记访问朝鲜纪实》今晚播出； 3、李强主持召开国务院常务会议； 4、赵乐际就日本前众议长河野洋平逝世向遗属致唁电； 5、【树立和践行正确政绩观】实干担当促发展 推动学习教育见行见效； 6、我国开展东西部协作30年 成效显著； 7、前5个月我国工程机械海内外市场快速增长； 8、【党旗在基层一线高高飘扬】徐淙祥：多种粮 种好粮； 9、【一线调研】筑牢地下管网 让城市“里子”更扎实； 10、第10届中国—南亚博览会开幕； 11、2025年企业数据产品和服务交易额同比增长39.8%； 12、四部委实施创业模式引领行动； 13、两部门启动人形机器人与具身智能实景实训专项行动； 14、2026消费名品全国行启动； 15、我国质量认证国际互认机制覆盖全球经济总量超95%区域； 16、上海启动人工智能文创产业基地建设； 17、美军称完成对伊朗新一轮打击 伊朗称打击美军基地重要目标： （1）伊朗称全面关闭霍尔木兹海峡； （2）国际油价上涨 金价大跌； 18、以军袭击黎南部 黎真主党袭击以军人员； 19、欧洲智库调查显示视美国为盟友人数下降； 20、美国5月CPI同比涨幅达3年来最高。（央视新闻）

英伟达持续布局医疗领域，此番携手面向医生打造AI病历记录应用的初创企业Abridge，联合训练一款医疗专用人工智能模型。 两家企业表示，该模型专为临床沟通场景打造，将独家应用于阿布里奇的平台，优化临床决策支持、医疗文书记录等工作。英伟达同时也是阿布里奇的投资方。 英伟达医疗健康副总裁金伯利・鲍威尔介绍，这款医疗模型将基于英伟达Nemotron 系列开源模型进行训练。开源模型通常允许用户免费下载和二次修改；而完全开源的模型，还会向使用者开放全部训练数据与代码。 鲍威尔表示：“如今我们有机会在模型研发早期，就融入临床专业知识，对现有模型进行针对性优化。”这家初创企业联合创始人兼首席执行官希夫・拉奥博士表示，双方合作期间，阿布里奇将利用脱敏临床数据，对Nemotron系列模型开展进一步训练与定制优化。 鲍威尔称，本次与阿布里奇的合作，是英伟达开源模型落地医疗与生命科学领域的典型案例。这家芯片巨头的开源模型还可按需定制，适用于药物研发、医疗设备、数字医疗等多个场景。 她补充道：“英伟达一直致力于与全行业各类 AI 企业开展合作。” 这家初创企业联合创始人兼首席执行官希夫・拉奥博士表示，双方合作期间，阿布里奇将利用脱敏临床数据，对Nemotron系列模型开展进一步训练与定制优化。 拉奥称：“通用模型性能强劲，但临床专业能力仍需专项训练、针对性打磨，并结合真实应用场景完成效果评估。这也是我们团队与内摩创团队现阶段的主要试验与工作内容。” 公司应用科学主管梁戴维斯表示，这款全新 AI 模型预计今年晚些时候正式投入使用，未来会成为支撑平台运行的多款模型之一。他介绍，此前由于第三方模型无法适配医院场景与专业医疗用语，阿布里奇已自主训练语音识别模型。 梁戴维斯坦言，选择基于英伟达开源模型开展合作，成本考量也是重要原因。轻量化专用开源模型相比闭源商用模型成本更低，且可部署在阿布里奇自有硬件设备上。 责任编辑：江学思

Bawan Harwe is jailed for a series of child abuse offences against girls aged 12 to 16.

核心要点 过去一年，多家头部 AI 企业宣布在伦敦大规模扩张，行业争相抢夺核心人才、开拓商业化营收。 近几个月，OpenAI 与Anthropic均表态将扩充伦敦团队人员规模。 分析师向 CNBC 表示，能够吸纳顶尖技术与商业化人才，是企业布局伦敦的核心驱动力。 大批美国大型科技与人工智能企业正加速布局伦敦扩张，意图依托当地完善人才储备，推进前沿技术研发与商业化落地。 近数月，Anthropic与 OpenAI 先后宣布在伦敦租用更大办公场地。代码开发平台 Cursor 本周公布计划，将于今年夏季设立伦敦总部； 谷歌 则称，未来数月将陆续把多支团队迁入国王十字区一栋全新 11 层办公楼。 达美睿思、 赛富时 等其他美国头部软件企业，也在伦敦扩招员工、扩建办公园区。电动汽车厂商里维安与数据分析企业帕兰提尔则在 2025 年下半年披露，同样将扩大伦敦团队规模。 英国地产商 British Land 园区负责人迈克・怀斯曼在 CNBC 采访中表示：“一切的核心都是人才。伦敦历经多年沉淀，搭建起成熟完善的科技产业生态。若企业计划国际化扩张，全球仅有少数城市能够承载如此大规模的业务增长，伦敦便是其一。” 丰厚的顶尖人才储备 怀斯曼称，后疫情时代沉寂一段时间后，科技企业对伦敦办公场地的需求再度回暖，背后推手是一批数年前还名不见经传的新兴科技企业。 过去两年，全球 AI 行业融资额屡创新高，资本争相押注人工智能研发企业，带动行业高速扩张。投融资机构 Dealroom 数据显示，今年全球初创企业融资总额已达 3921 亿美元，远超 2025 年 2159 亿美元的历史峰值。 猎头公司海德思哲合伙人弗雷德里克・格鲁索莱斯向 CNBC 表示，伦敦已成为美国本土以外前沿 AI 人才储备最雄厚的城市之一。 “依托深度思维、各大顶尖科研实验室与一流高校十余年持续投入，伦敦培育出覆盖 AI 算法研究、工程开发、商业管理全链条的成熟人才梯队。” 深度思维 2010 年创立于伦敦，2014 年被谷歌收购，但始终在伦敦保留庞大研发团队。如今谷歌深度思维不仅打造出 Gemini 系列大模型，还接连实现多项人工智能技术突破。 今年 4 月，Anthropic官宣伦敦扩张计划，新办公区可容纳 800 名员工，约为现有伦敦团队规模的四倍。公司欧洲北部区负责人皮普・怀特明确表示，当地顶尖 AI 人才储备是本次...

格隆汇6月11日｜美股核电股Oklo盘前涨超5%。消息面上，美国能源部爱达荷州运营办公室已批准其旗下Aurora发电站在反应堆试点计划下的初步安全分析报告。

Guggenheim maintained its $400 price target for Oracle shares with a ‘Buy’ target, implying an upside potential of nearly 100% from Wednesday’s closing price.

ORCL Stock Tumbles 10% Despite Earnings Beat, But Wall Street Recommends 'Aggressive' Buying On Selloff Yahoo Finance

ORCL Stock Tumbles 10% Despite Earnings Beat, But Wall Street Recommends 'Aggressive' Buying On Selloff TradingView

菲律宾国防部长特奥多罗多次发表涉华谬论，损害中方正当利益，破坏中菲两国关系。为维护中国国家主权、安全、发展利益，中方决定，禁止特奥多罗及其配偶、子女入境中国内地和香港、澳门，禁止中国境内的组织、个人与特奥多罗及其配偶、子女进行任何交易、合作等活动。(外交部网站)

Welcome to our guide to the commodities driving the global economy. Today, reporter Will Wade digs into a milestone achieved by an American nuclear startup. The Trump administration has been hailing the “rebirth of America’s nuclear industry” after a reactor startup reached a key milestone . Antares Nuclear Inc. is developing the new and unproven technology for small nuclear power plants, which could be used much more widely than traditional large-scale facilities. They are of particular interest to power-hungry AI data centers. Last week, Antares achieved a self-sustaining fission reaction known as “ zero-power fueled criticality .” It shows the company’s design can produce a steady release of energy — enough for a single LED light bulb for now. But it will be quite some time before this tiny flow of energy can be scaled up to fulfill the US Department of Energy’s boast of a “nuclear renaissance.” “It’s different from proving commercial viability,” says Chris Gadomski, chief nuclear analyst at BloombergNEF. “They’re not going to be creating power tomorrow.” The US nuclear industry has been stagnating for decades. The country has added just three traditional reactors this century. No new commercial-scale projects are under construction today despite great interest from President Donald Trump and several states. The US hasn’t managed to commercialize the small modular reactors, or SMRs, that have tantalized hyperscalers with their potential to provide clean round-the-clock power for AI data centers. No such power plants are installed in the country today. In this context, Antares has taken an unequivocally important step for US efforts to revive its nuclear industry. It is the first company to achieve criticality under an Energy Department program initiated last year after Trump returned to the White House. The goal is to get two more firms to achieve the same thing with their SMR designs by July 4. Oklo Inc., a next-gen nuclear company that includes OpenAI’s Chief E...

世界杯来了。 场上的热度正在发酵，梅、罗双骄“最后一舞”，姆巴佩、亚马尔、贝林厄姆谁能“封王”，共同构成了这个夏天球迷最关切的话题。 而品牌的“暗战”同样热闹。阿迪达斯北美营销副总裁克里斯·墨菲放话“投入规模与声势超过往任何一届世界杯”。 虽然中国队未能参与，但中国品牌已经战力拉满： 瑞幸先后官宣成为西班牙、葡萄牙国家队中国区赞助商，长安汽车成为葡萄牙国家队全球官方合作伙伴，度小满则成为阿根廷国家队中国区官方合作伙伴；追觅邀请C罗担任全球品牌代言人；王老吉官宣代言人哈兰德；蒙牛、B站、联想等先后宣布和本届世界杯唯一中国籍主裁马宁达成合作；联想作为国际足联官方技术合作伙伴，配合世界杯研发了一整套AI工具；海信也连续第三届赞助世界杯，并为赛事国际转播中心、助理裁判执法提供设备。 这一系列动态，再次印证了世界杯在品牌心中的特殊分量。 背后原因不难理解。一方面，这是改制后的首届世界杯，48队参赛、赛程长达39天、横跨三国，品牌纷纷押注背后的“不确定性红利”，希望赛事热度能再创新高。另一方面，过去几年的体育运动热一浪高过一浪，世界杯作为全球覆盖最广、号召力最强的顶级体育IP，依然是链接大众情绪、实现品牌破圈的最佳载体。 然而，变化多意味着更大的风险和压力；赛程长、涉及国家多、文化环境复杂不确定性就更高。当传统营销手段逐渐失效，品牌究竟该如何突破瓶颈？ 纵观本届世界杯营销布局，传统逻辑似乎正在失效，品牌们正呈现出“反常识”的五大全新趋势。 场景营销落地：从场内到场外，用户参与感很重要 最直观的变化，来自球迷的心态和诉求。 新生代球迷的观赛需求早已迭代，看球不仅是关注赛果本身，还追求沉浸式的观赛氛围与专属仪式感： 比起球场上的胜负，和同好相聚、互动、分享情绪的体验过程同样重要。 事实上，过去几年各大品牌和赛事IP的场景化联动已十分成熟，也培养了稳定的观赛习惯。比如青岛啤酒和中超联手打造的“球迷嘉年华”、“球迷共创计划”等活动，每年组织超过200场线下观赛派对，逐步实现了品牌与赛事场景的深度绑定，“青岛啤酒欢聚时刻”的口号也愈发深入人心。 青岛啤酒中超观赛派对 有了这些经验，品牌得以精准抓住用户体验需求，努力完善线上-线下完整观赛场景。 有的品牌更侧重线下沉浸场景搭建， 比如阿迪达斯在洛杉矶、休斯顿、多伦多、纽约等多个城市推出线下球迷实景互动，牢牢锁定球迷注意力。 也有品牌采取 “...

钜泉科技公告，公司2025年度利润分配方案拟每10股派发现金红利3元（含税）不变，派发现金分红总额由3455.45万元（含税）调整为3467.82万元（含税）。此次调整原因为公司发生限制性股票归属登记事项，致使可参与权益分派的股份数量发生变动。公司拟维持每股分配比例不变，对2025年度利润分配方案的分配总额进行调整。

华特气体公告，股东厦门华弘多福、厦门华和多福、厦门华进多福2026年5月14日至6月11日通过大宗交易合计减持239.99万股，占公司总股本1.88%，完成此前披露不超240万股占2%的减持计划；其中华弘多福减持115.99万股，华和多福减持68万股，华进多福减持56万股，华弘多福提前终止减持。

英伟达持续布局医疗领域，此番携手面向医生打造 AI 病历记录应用的初创企业Abridge，联合训练一款医疗专用人工智能模型。两家企业表示，该模型专为临床沟通场景打造，将独家应用于阿布里奇的平台，优化临床决策支持、医疗文书记录等工作。英伟达同时也是阿布里奇的投资方。英伟达医疗健康副总裁金伯利 鲍威尔介绍，这款医疗模型将基于英伟达Nemotron 系列开源模型进行训练。开源模型通常允许用户免费下载和二次修改；而完全开源的模型，还会向使用者开放全部训练数据与代码。鲍威尔表示：“如今我们有机会在模型研发早期，就融入临床专业知识，对现有模型进行针对性优化。”这家初创企业联合创始人兼首席执行官希夫 拉奥博士表示，双方合作期间，阿布里奇将利用脱敏临床数据，对Nemotron系列模型开展进一步训练与定制优化。拉奥称：“通用模型性能强劲，但临床专业能力仍需专项训练、针对性打磨，并结合真实应用场景完成效果评估。这也是我们团队与内摩创团队现阶段的主要试验与工作内容。”(新浪财经)

A Small Win For Free Speech In UK Authored by Steve Watson via Modernity , South Wales Police has shelved plans to record instances of "anti-Muslim hostility" that strayed beyond what officers considered "legitimate" discussion of Islam. The force paused the policy after the Free Speech Union threatened judicial review and Shadow Equalities Minister Claire Coutinho referred it to the Equality and Human Rights Commission. Critics had warned the guidance functioned as a de facto blasphemy law in a country that scrapped such statutes 18 years ago. The climbdown represents a tangible check on efforts to police speech through vague, subjective rules that empower authorities to decide what counts as acceptable criticism of one religion. ?? FSU Victory!! The Free Speech Union has just heard from South Wales Police that it has withdrawn its guidance on "anti-Muslim hostility". The force had effectively adopted its own Islamic blasphemy law, instructing officers to record any conversation that went beyond... pic.twitter.com/aEHeGGuxr5 - The Free Speech Union (@SpeechUnion) June 9, 2026 Earlier this month, South Wales Police directed staff to log comments about Islam that exceeded the force's view of legitimate discourse. Anything beyond that line risked classification as an anti-social behaviour incident - the rebranded term for non-crime hate incidents. Those records could then appear in enhanced DBS checks, affecting employment prospects for teachers, carers and others in regulated roles. The approach effectively "gold-plated" the UK government's March definition of anti-Muslim hostility. While ministers included explicit free speech safeguards stating the definition was not meant to inhibit criticism of Islam or Islamic practices, South Wales Police added its own subjective layer. Officers gained discretion to judge speech on the spot. Free Speech Union General Secretary Lord Young highlighted the danger at the time: "Our concern is that police forces and other public bod...

The largest-ever Canadian corporate bond deal pushed spreads wider and prompted investors to sell existing high-grade debt.

Pre-Market Stock Futures: Futures are trading higher after a dreadful day on Wall Street, when all the major indices traded lower, and we saw the same pattern that has developed over the last week. The “Buy the Dip” traders come in, briefly get an uptick, and a move higher, and the sellers swarm in to ... Here Are Thursday’s Best Wall Street Analyst Research Calls: Callaway Golf, Chewy, CME Group, Danaher, General Dynamics, Intel, SpaceX, Rocket Lab, Toast, and More

Apollo Global Management Inc. is assessing every new investment opportunity in the software industry for AI disruption risk, as asset managers try to quell investor concerns that rapid advances in the technology could make businesses obsolete. Rob Bittencourt , head of thematic investing at the firm, said the firm developed a new framework for assessing risk last year, dividing software into 12 to 14 categories, and ranking them by susceptibility to AI disruption. “We also went through our existing portfolio and overlaid that framework on top of our existing portfolio last year to determine where we might want to move on and minimize our risk,” Bittencourt said on a Bloomberg Intelligence podcast released Thursday. Apollo’s move follows similar efforts by other asset managers to quantify and cut AI-related risk after investor concerns about heavy exposure to software companies dragged shares lower and fueled outflows from the $1.8 trillion private credit industry. Ares Management Corp. in April said it hired an outside consultant to examine software-oriented investments in its largest publicly traded private credit fund. Blackstone Inc. and Blue Owl Capital Inc. conducted internal evaluations of their investments. Bittencourt, who described advances in AI as “probably the most profound platform shift that the industry has ever faced,” said that businesses with workflows easily managed by AI are most at risk. He pointed to data visualization as an example. Apollo also screened businesses that are protected from the threat of AI. Healthcare, for example, is heavily regulated, making it harder for businesses in that industry to adopt AI, Bittencourt said. He said Apollo’s framework also took into account companies’ management and spending on research and development, and the firm looked for managers with “strategic urgency to adapt.” “Are they acting and articulating a strategic vision that has enough urgency that reflects the pace of change that’s occurring in the und...

Bespin Global US, a leading cloud managed services and solutions provider, announced today that CRN®, a brand of The Channel Company, has recognized Bespin Global US at #396 on the 2026 CRN Solution Provider 500 list.