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AI算力需求激增,存储行业格局生变

36kr 📅 06/09 16:38 NVDA.OMU.O
在全球AI算力发展持续深化的背景下,半导体存储从传统周期型产品,升级为支撑数字经济与AI产业的重要数据底座,行业需求呈现中长期扩张趋势。作为长期深耕半导体硬科技赛道的产业投资机构,凯联资本坚持以产业研究为基础,深度研判存储赛道结构性机遇,围绕国产替代与技术创新主线,持续跟踪存储、射频、光电等高壁垒硬科技领域的产业动态。 全球算力需求增长,正从底层重塑存储的市场格局与价值逻辑。据第三方权威机构信息:...

PANW vs CRWD vs AVGO: Morningstar Has A 'Top Pick' Trading At A 40% Discount After Earnings - Stocktwits

Google 📅 06/09 16:38 AVGO.O
PANW vs CRWD vs AVGO: Morningstar Has A 'Top Pick' Trading At A 40% Discount After Earnings Stocktwits

格隆汇6月9日|富时A50中国指数期货尾盘拉升,最终收涨1.07%。

格隆汇 📅 06/09 16:37
格隆汇6月9日|富时A50中国指数期货尾盘拉升,最终收涨1.07%。

Asian Shares Advance On Tech Rebound, Eased Middle East Tensions

Nasdaq 📅 06/09 16:37
(RTTNews) - Asian stocks advanced on Tuesday as geopolitical tensions eased and tech stocks rebounded on dip buying.

特朗普称美伊谈判进入“最后关头” 将在“两到三天内”达成协议

同花顺 📅 06/09 16:37
美国总统特朗普9日说,美国与伊朗的谈判已进入“最后关头”,将在“两到三天内”达成协议。特朗普9日在纽约肯尼迪国际机场接受记者采访时说,以色列和伊朗此前“来回交锋”,如今“同意停火”,“我们正处在最后关头,将达成一份非常、非常棒的协议”。当被问及谈判还需耗时多久,特朗普回答:“两到三天。”(新华社)

Where Will XRP Be in 3 Years?

The Motley Fool 📅 06/09 16:37
For years, XRP (CRYPTO: XRP) has been touted as an explosive, high-upside cryptocurrency. But that certainly has not been the case in 2026. XRP is down 40% year to date and is dangerously close to falling through the $1 price level. So, where will XRP be in three years? Will it finally fulfill its longtime promise, or will it continue to crater in value? Here are two possible scenarios. Image sour...

格隆汇6月9日|巴勒斯坦消息人士称,哈马斯可能在开罗签署一份协议,内容是同意将武器移交给加沙的巴勒斯坦安全机构。

格隆汇 📅 06/09 16:36
格隆汇6月9日|巴勒斯坦消息人士称,哈马斯可能在开罗签署一份协议,内容是同意将武器移交给加沙的巴勒斯坦安全机构。

杨国福旗下海南供应链管理公司增资至2亿 增幅19900%

格隆汇 📅 06/09 16:36
格隆汇6月9日|据天眼查,6月5日,海南省福福达餐饮管理有限公司发生工商变更,企业名称变更为海南省福福达供应链管理有限公司,同时,注册资本由100万人民币增至2亿人民币,增幅19900%。该公司成立于2023年4月,法定代表人为张帆,经营范围包括供应链管理服务、普通货物仓储服务、国内货物运输代理、装卸搬运等,由杨国福旗下上海煜百杰企业管理有限公司全资持股。

1 Growth Stock with Explosive Upside and 2 We Turn Down - StockStory

Google 📅 06/09 16:36 MSFT.O
1 Growth Stock with Explosive Upside and 2 We Turn Down StockStory

World Cup 2026 news: Olise dazzles in France friendly; Neymar ‘recovering well’; England latest – live

The Guardian 📅 06/09 16:36
Latest news as World Cup countdown continues Player guide | Bracketology | Wallchart | Mail Tom And another thing that we need, frankly, to feel righteously angry about is the denial of entry by US authorities to the Somali referee Omari Artan, who was refused entry to the country at Miami International Airport despite apparently having a valid travel visa. Fifa, so quick to deploy control-freaker...

Universal Technical Institute Continues To Teach That Upside Exists

Seeking Alpha 📅 06/09 16:36
Maskot/DigitalVision via Getty Images Earlier this year, I made the commitment to analyze companies in the for-profit education sector. Although I had touched briefly on the space in the past, it was always a segment of the market that I never really focused much on. Part of this was because I am ideologically opposed to the idea of for-profit education institutions for the most part. But with the...

科拓生物:首次回购0.2467%公司股份,成交总金额为人民币989.4万元

同花顺 📅 06/09 16:35
科拓生物公告,2026年6月8日,公司首次通过回购专用证券账户以集中竞价交易方式回购公司股份65万股,占公司当前总股本的0.2467%,最高成交价为15.54元/股,最低成交价为15.01元/股,成交总金额为人民币989.4万元(不含交易费用)。

鸡蛋价格暴涨:零售市场涨幅明显,食品加工企业称影响不大

第一财经 📅 06/09 16:35
“最近鸡蛋一直在涨价,这两周每斤涨了1元左右。相比往年夏天也涨了很多。”记者了解到,本轮鸡蛋涨价背后,是上游产能的周期性波动。 近日,“鸡蛋价格暴涨四成”的话题登上热搜,鸡蛋“一天一个价”“同比涨八成”等引发网友讨论。第一财经记者近期走访市场发现,今年4月初以来,鸡蛋价格持续上涨,近两周涨价节奏明显加快,呈现“淡季不淡”的趋势。鸡蛋涨价背后,是上游产能的周期性波动。 与消费者感受到明显涨价不同,一...

Labour accuses Badenoch of wanting to ‘turn clock back’ with plan to scrap public sector equality duty – UK politics live

The Guardian 📅 06/09 16:35
Technology secretary says legal requirement that protects women, older people and others from workplace discrimination is ‘really important’ Volodymyr Zelenskyy has said the decision by some Reform UK councils to take down the Ukrainian flag was the kind of “small mistake that can break a big friendship”. The Ukrainian president made the comment in an interview with Pippa Crerar and Luke Harding ....

Why is Oxford Instruments stock sliding today?

Investing 📅 06/09 16:35

Anthropic's AI Just Found a Bug That Sent Zcash Down 40% in 1 Day. Here's Why That's Bearish for Ethereum.

Nasdaq 📅 06/09 16:35 AMZN.O
Key PointsA newly released AI model found a serious vulnerability in Zcash's code.

These 3 Stocks Lowered Their Share Counts Drastically in Q1

Marketbeat 📅 06/09 16:35
Pinterest, Southwest Airlines, and United Therapeutics each executed significant share repurchases in Q1 2026, reducing their outstanding share counts by 16%, 5%, and 3.2%, respectively.

格隆汇6月9日|布伦特原油跌2%,现报92.36美元/桶。

格隆汇 📅 06/09 16:34
格隆汇6月9日|布伦特原油跌2%,现报92.36美元/桶。

华尔街基金巨鳄直言:英伟达市值仍被低估

格隆汇 📅 06/09 16:34 NVDA.O
格隆汇6月9日|亿万富翁投资者、华尔街对冲基金大鳄Dan Loeb认为英伟达的估值被低估了,其盈利能力被投资者忽视。他进一步解释称,英伟达的庞大规模已经成为投资者心中的一道心理障碍,尤其是对于对冲基金以及多空策略投资者而言。由于其巨大的估值,他们本能地认为该股“顺理成章”就应该成为做空目标。

Intesa CEO Says Monte Paschi Could Open Path to European Deals

Bloomberg 📅 06/09 16:33
Intesa Sanpaolo SpA Chief Executive Officer Carlo Messina said a successful takeover on Banca Monte dei Paschi di Siena SpA would position his bank to engage in deals across Europe. A successful deal “is a starting point also to look at the consolidation in Europe in a position of total strength in comparison to all the other peers,” Messina said in a Bloomberg TV interview on Tuesday. Messina on ...

Broadcom Stock Pulls Back to Support – Smart Entry? - Trefis

Google 📅 06/09 16:33 AVGO.O
Broadcom Stock Pulls Back to Support – Smart Entry? Trefis

Societe Generale cuts stake in Entain below 5%

Investing 📅 06/09 16:33

PANW vs CRWD vs AVGO: Morningstar Has A 'Top Pick' Trading At A 40% Discount After Earnings

Yahoo 📅 06/09 16:32 AVGO.O
Morningstar called AVGO one of its top tech picks, forecasting nearly $200 billion in AI revenue by fiscal 2028.

PANW vs CRWD vs AVGO: Morningstar Has A 'Top Pick' Trading At A 40% Discount After Earnings - Yahoo Finance

Google 📅 06/09 16:32 AVGO.O
PANW vs CRWD vs AVGO: Morningstar Has A 'Top Pick' Trading At A 40% Discount After Earnings Yahoo Finance

PANW vs CRWD vs AVGO: Morningstar Has A 'Top Pick' Trading At A 40% Discount After Earnings - TradingView

Google 📅 06/09 16:32 AVGO.O
PANW vs CRWD vs AVGO: Morningstar Has A 'Top Pick' Trading At A 40% Discount After Earnings TradingView

Molten Ventures shares rise 8.6% on ICEYE valuation increase

Investing 📅 06/09 16:32

报告:欧元信用债违约保护成本保持平稳

格隆汇 📅 06/09 16:32
格隆汇6月9日|随着地缘政治紧张局势缓和,为欧元信用债提供违约保险的成本保持平稳。Tickmill Group的Patrick Munnelly在一份报告中表示,以色列和伊朗达成停止相互攻击的协议,减轻了“对更深层次地区冲突和更具破坏性能源冲击的直接担忧“。标普全球市场财智数据显示,欧元投资级信用违约掉期的iTraxx Europe Main指数持平于54个基点。欧元高收益信用违约掉期的iTrax...

美卫生部长警告:不健康饮食是“国家安全问题”,“约77%美国青少年不符合服兵役条件”

格隆汇 📅 06/09 16:32
格隆汇6月9日|据美国广播公司(ABC)等美媒,美国卫生与公众服务部长小罗伯特·弗朗西斯·肯尼迪当地时间6月8日在一场发布会上宣布了多项推进营养学教育的新政策。他警告称,不健康饮食“不仅是一个公共卫生挑战,更是一个国家安全问题”,“约77%的美国青少年已经不符合服兵役的条件”。

Tesla, Inc. $TSLA Shares Acquired by Focus Partners Advisor Solutions LLC - MarketBeat

Google 📅 06/09 16:32 TSLA.O
Tesla, Inc. $TSLA Shares Acquired by Focus Partners Advisor Solutions LLC MarketBeat

Linden Rose Investment LLC Purchases New Shares in NVIDIA Corporation $NVDA - MarketBeat

Google 📅 06/09 16:32 NVDA.O
Linden Rose Investment LLC Purchases New Shares in NVIDIA Corporation $NVDA MarketBeat
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