格隆汇6月3日｜摩根士丹利发表报告，上调美光及闪迪收入及盈利预测，将美光目标价由520美元大幅上调至1050美元，闪迪目标价由1100美元上调至1750美元，评级同为“增持”。大摩称，记忆体芯片股在2025年表现强劲，并在2026年继续引领市场，但该行认为这波强劲表现尚未结束。大摩称，记忆体短缺并无快速解决方案。这将推动记忆体供应紧张的状况持续两至三年(或更长)。短缺在DRAM中最为严峻，但NAND Flash亦然。 该行认为两者股价可继续跑赢大市，因为基于近期预测的倍数仍然合理(两者2027财年预估市盈率均低于10倍)，且大规模股票回购可能于2027年启动、专用AI记忆体合约价格谈判走高，以及闪迪在数据中心市场的渗透率提高。在此背景下，市场对新的多年期供应协议关注甚多，该行认为长期协议应被视为“高增长持续更久”前景的结果而非原因，并且证明了超大型企业有意在未来几年继续扩大记忆体采购，并视承诺为确保供应的必要条件。该行认为市场将奖励这种隐含的持续性，但该行最关注的仍是供需状况。

Justin Sullivan/Getty Images News The US FDA has expanded the indication for Agilent Technology's ( A ) PD-L1 IHC 22C3 pharmDx test to aid in decision-making for patients with an additional four tumor types who may benefit from treatment with Merck's ( MRK ) Keytruda (pembrolizumab). The diagnostic can now be used in patients with esophageal squamous cell carcinoma, triple-negative breast cancer, cervical cancer, and gastric or gastroesophageal junction adenocarcinoma. The test was already approved for individuals with non-small cell lung cancer and head and neck squamous cell carcinoma. The PD-L1 IHC 22C3 pharmDx is used on the Dako Omnis platform. More on Agilent Technologies Agilent Technologies: A Solid Q2 Beat, But The Stock Remains A Hold Agilent Technologies, Inc. (A) Q2 2026 Earnings Call Transcript Agilent Technologies, Inc. 2026 Q2 - Results - Earnings Call Presentation These 10 large-cap U.S. healthcare companies carry the market's most expensive valuations Earnings Scoreboard: 11 of 12 firms smash EPS and revenue estimates and deliver Y/Y gains

格隆汇6月3日｜以色列总理内塔尼亚胡：特朗普希望与伊朗当前政权达成协议，但这并不意味着他希望政权继续存在。我相信最终伊朗的裂痕会扩散，政权将会垮台。

Meta正发力跳出广告业务框架，依托人工智能创收，眼下瞄准了火爆的AI智能体市场。 该公司周三宣布推出全新Meta企业智能体功能，可在WhatsApp、Messenger、Instagram等多款应用内落地使用，自动回复客户咨询、产品推介以及预约登记。 这项功能将纳入MetaOne面向企业的付费订阅套餐；Meta上周刚上线MetaOne，该产品整合了面向创作者与企业的各类增值服务。彼时Meta还透露，即将在旗下MetaAI移动端与网页端试水订阅服务。 Meta首席执行官马克・扎克伯格周三在伦敦举办的企业活动发言稿中表示：“今天我正式推出Meta企业智能体，无论规模大小，每家商户都能拥有专属智能体对接客户、协助日常经营。如今，伯明翰的服装店或是圣保罗的面包坊，都能和头部大品牌一样，全天候提供高度定制化的客户服务。” 自2007年Facebook开启精准广告投放业务以来，扎克伯格靠着线上广告打造出成熟盈利业务。目前广告收入仍占到Meta总营收的98%，多年来公司数次尝试售卖软硬件产品均收效不佳。人工智能虽已助力夯实主业，但扎克伯格在AI领域野心更大，力图在前沿大模型研发与商业化服务层面，和OpenAI、Anthropic、 谷歌 展开竞争。 扎克伯格称，Meta现阶段正在搭建智能自主运行能力，可完成高阶业务工作，例如为商户出谋划策、挖掘增长路径、提供竞品情报，以及实时复盘业务经营优劣。 他在发言稿中补充：“随着大模型迭代升级，智能体能够承接的工作会越来越多，最终实现全链路代管企业运营。” 早在去年10月，Meta就上线了该服务的免费测试版，当时命名为BusinessAI，仅在墨西哥、印度等部分国家开放试用。 当下AI智能体赛道竞争日趋白热化，Meta入局恰逢其时。 亚马逊 、 微软 近期接连发布同类智能工具；而英伟达CEO黄仁勋口中“人类史上最热门开源项目”——OpenClaw免费AI智能体平台，更是吸引海量用户涌入。 已经在用Meta旗下WhatsApp商业版的大型企业，新AI智能体功能将按实际消耗量计费，计费规则和商户在平台向客户逐条发消息的计价模式一致。 Meta表示，企业客户还可接入全新Meta企业智能体开放平台，对接Shopify、Zendesk等第三方数据源，依托用户常用的聊天软件，落地个性化客户服务。 责任编辑：江学思

PM Images/DigitalVision via Getty Images PORTFOLIO MANAGEMENT: Mario J. Gabelli, CFA, Kevin V. Dreyer, Christopher J. Marangi Investment Scorecard During the first quarter of 2026 (January 1 through March 31, 2026), the Gabelli Small Cap Growth Fund ( GABSX ) outperformed the Russell 2000 Index and the Lipper Small-Cap Core Funds Average, yet underperformed the S&P 600 SmallCap Index. The better-performing stocks in our portfolio included Modine Manufacturing Co. (1.1% of net assets as of March 31, 2026), Gorman-Rupp Co. (2.5%), and Dana Inc. (1.3%). Modine Manufacturing Co. ( MOD ) is a manufacturer and provider of thermal management solutions to diversified markets and customers. The company provides engineered heat transfer systems and heat transfer components for use in on- and off-highway original equipment manufacturer (OEM) vehicular applications, primarily in the United States. It offers powertrain cooling products, such as engine cooling assemblies, radiators, condensers, and charge air coolers; auxiliary cooling products, including power steering and transmission oil coolers. Gorman-Rupp Co. ( GRC ) designs, manufactures, and sells pumps and pump systems in the United States and internationally. The company offers self-priming, standard and magnetic drive centrifugal systems, as well as several types of boosters, diaphragms, bellows, and pumps. Its products are used in water, wastewater, construction, dewatering, industrial, petroleum, original equipment, agriculture, fire suppression, heating, ventilating and air conditioning, military, and other liquid-handling applications. The company markets its products through a network of distributors, manufacturers' representatives, third-party distributor catalogs, direct sales, retailers, and e-commerce. Dana Inc. ( DAN ) is a global leader in the design and manufacture of drivetrain, sealing, and thermal-management technologies for the automotive, commercial vehicle, off-highway and industrial markets. The comp...

HSBC massively revamps Broadcom’s stock price target thestreet.com

全市场344只QDII基金中已有约半数开启了申购限制，51只基金暂停申购，119只暂停大额申购 根据同花顺ifind数据，截止6月3日，全市场344只QDII基金中已有约半数开启了申购限制，51只基金暂停申购，119只暂停大额申购。图：视觉中国 【财新网】 “从每周定投500到每日定投100到每日定投10元，直到基金暂停销售显示定投失败”，一位美股投资者表示自己几乎已经无“基”可投。这是今年以来很多全球资产配置投资者投资过程的一个缩影。外汇管理局3月新增的53亿美元QDII额度已经迅速被市场消化。 额度紧缺的直接后果是大面积限购潮。根据同花顺ifind数据，截至6月3日，全市场344只QDII基金中已有约半数开启了申购限制，51只基金暂停申购，119只暂停大额申购。

格隆汇6月3日｜桥水基金创始人达利欧：人工智能泡沫最终会破裂。

美敦力 于6月3日宣布，已向美国食品药品监督管理局提交510（k）上市前通知申请，寻求将其Hugo机器人辅助手术系统的适应症扩展至普通外科（包括疝修补）及妇科手术领域。此次申请旨在显著拓宽该平台在美国的临床应用范围，满足这些高手术量专科对机器人辅助微创手术日益增长的需求。 与此同时，公司还宣布完成了Hugo系统用于妇科手术的“Embrace Gynecology”研究性器械豁免临床研究的患者入组工作。这项前瞻性多中心研究在美国五家医院共纳入70名患者，旨在评估该系统在机器人辅助妇科手术中的安全性与有效性。 在器械配套方面，美敦力已提交了LigaSure RAS Maryland器械与Hugo系统配合使用的510（k）申请。该血管闭合技术已在65个国家的超过3500万例手术中得到应用，旨在为外科医生在复杂手术的关键步骤中提供更大的信心和控制力。此外，公司还获得了FDA对ProGrip Advanced自固定聚丙烯补片用于机器人辅助腹壁疝修补手术的510（k）许可。ProGrip系列补片已应用于超过600万例手术，美国每年约开展47万例腹壁疝修补手术。 Hugo RAS系统于2025年12月获得FDA泌尿外科手术许可，并于2026年2月在克利夫兰诊所完成了美国首例商业手术。该系统已在全球超过35个国家拥有近五年的商业经验，完成了数万例手术。美敦力首席医疗官Matthew Kroh博士表示，随着越来越多的外科医生和患者选择机器人辅助手术，市场需要更多的技术途径和培训，而美敦力正以强大的实力提供这种选择。 责任编辑：张俊 SF065

格隆汇6月3日｜Quantinuum的美股IPO据悉获超过20倍超额认购。

Micron, SanDisk Seen Benefiting From Extended Memory Supply Tightness, Morgan Stanley Says Moomoo

In this article HXSCL HY9H-FF TSMC3'-BR SSNHZ SSU-FF NVDA Follow your favorite stocks CREATE FREE ACCOUNT Traders work at the New York Stock Exchange on May 28, 2026. NYSE Assets in leveraged ETF nearly doubled over two months, as investors scrambled for maximum exposure to the artificial intelligence trend. "Investors increasingly use leveraged instruments linked to the 'AI-trade' – assets in leveraged ETFs linked to AI and Tech themes have surged, with exposures in the US and Korea/Taiwan rising sharply- more than doubling in recent months," wrote Goldman's Christian Mueller-Glissmann in a note. Goldman cited data from EPFR tracking 573 leveraged U.S. equity ETFs, 52 ETFs on South Korea and 11 on Taiwan. The total net assets for leveraged equity ETFs on U.S. equities doubled in just two months, climbing to $84 billion end of May this year from $39 billion in April. Leveraged ETFs on South Korea and Taiwan also surged to $43.1 billion from $17 billion during the same period. The rise reflects the growing appetite of AI-driven stocks, but also raises a red flag that the rally may be partly fueled by money flowing into these risky funds. Leveraged ETFs use derivatives to provide daily returns double and even triple the return of certain indexes and stocks. There's risk that the money flowing in could reverse as, or even more aggressively if there's a pullback in the AI trade as investors face big losses in the funds. "It's not surprising investors are reaching for leverage given the extent of the mania happening in AI- a common behavior during all bull markets", says Adam Crisafulli, Vital Knowledge founder. But even though AI is driving enormous revenue growth for a wide swath of firms, it is only generating earnings/cash for a handful of companies, especially memory/chip companies, he notes. South Korea and Taiwan markets are particularly popular and have recently surged past several long-established Western countries. They also house some of the most important com...

Adobe Inc. is eyeing two internal leaders in its quest for a new chief executive officer and has hired a well-known search firm to find external candidates who could be suited to running the company in the AI era. David Wadhwani and Anil Chakravarthy , the heads of Adobe’s two main business units, are the leading in-house candidates to become the company’s next CEO, according to people with knowledge of the process. At the same time, the creative software maker has tapped search firm Heidrick & Struggles International Inc. to look for external candidates, particularly those who have experience developing or monetizing artificial intelligence products at scale, the people said. As part of the search, Microsoft Corp. Executive Vice President Charles Lamanna held discussions with Adobe about the role, but ultimately opted against continuing with the process, according to another person familiar with the process. Lamanna oversees a swath of product development at Microsoft, including efforts to weave AI into business applications. Adobe declined to comment on the CEO search. Microsoft declined to comment on Lamanna’s involvement. Heidrick & Struggles didn’t respond to requests for comment. The top maker of software for creative professionals, Adobe is facing mounting competition from AI-native tools. Along with software-as-a-service peers, the company has seen its valuation decline over fears of losing ground. The stock has dropped 59% from an early 2024 peak in an example of the so-called SaaSpocalypse. Shantanu Narayen , who has led the company for nearly two decades, announced in March that he would step down from his role after finding a successor. He will remain chairman of the board. Announcing a search publicly seemed to throw into question a long-standing view inside Adobe: that Wadhwani was its heir apparent. He leads the business unit with flagship creative tools, including Photoshop and Acrobat, which contribute about three-fourths of the company’s revenue — ...

亿万富翁投资者瑞·达利欧（Ray Dalio）表示，当前火热的人工智能（AI）市场已显现出泡沫迹象，且该泡沫最终必将破裂。 桥水基金创始人达利欧指出：“所有伟大的技术变革都会催生泡沫。没有人能做到绝对精准。你要么投入巨额资金去抢占市场份额，而不去计较是否投入过多；要么就是投入不足，从而失去市场份额。” 达利欧表示，当到了将投资变现的时候，泡沫就会破裂，他同时指出了市场对AI公司盈利能力的担忧。 “泡沫破裂的本质，就是将账面财富转化为实际资金的过程，”他说道。尽管AI是一项绝佳的技术，但当今由AI驱动的市场“正沿着这条路径发展”。（彭博电视）

SlavkoSereda/iStock via Getty Images Crude oil futures are higher Wednesday but pull back from earlier highs, as hostilities in the Middle East ‌erupted overnight in some of the most intense fighting since the ceasefire went into effect in April. Iranian drone and missile attacks on Kuwait killed one person, injured at least 63, and damaged the international airport, which suspended flights. Kuwait's military said it had tracked and intercepted 13 ballistic missiles and 17 drones in Kuwaiti airspace since dawn, and Bahrain's army said it had intercepted three missiles and several drones, as Iran said it had attacked the headquarters of the U.S. Fifth Fleet in the country. The U.S. and Iran had exchanged heavy fire the previous night, after the U.S. struck an empty oil tanker it said was attempting to breach its blockade. The attacks follow days of rising tensions, including over Israeli operations against Iran-backed Hezbollah militants in Lebanon, that threaten to derail U.S.-Iran talks about an interim peace deal that could reopen the Strait of Hormuz. "Market pessimism once again grows over the prospects of a U.S.-Iran deal that could pave the way for a reopening of the Strait of Hormuz," Saxo Bank analysts said in a note, adding that "for now, the risk premium continues to be partly offset by President Trump's repeated insistence that an interim agreement remains within reach." There are also worries that "Iran's proxy militant groups may turn to disrupting oil supplies in the Red Sea," which would be a "significant hit" to the oil market, as Saudi Arabia has been able to supply ~5M bbl/day via the route that avoids the Persian Gulf, ANZ analysts said. Front-month Nymex crude ( CL1:COM ) for July delivery gained 1.5% to $95.15/bbl, and front-month Brent crude ( CO1:COM ) for August delivery rose 1.4% to $97.32/bbl, after both benchmarks had jumped more than 2% earlier. ETFs: ( USO ), ( BNO ), ( UCO ), ( SCO ), ( USL ), ( DBO ), ( DRIP ), ( GUSH ), ( USOI ), ( XL...

Wheat is starting with a slight bounce in Wednesday morning. The wheat complex posted Tuesday losses across all three exchanges at the close. Chicago SRW futures were 1 ¼ to 5 3/4 cents lower at the close. Open interest was up 2,626 contracts on Tuesday. KC HRW futures were 5...

Live cattle futures were down 95 cents to $1.80 across the board on Tuesday. Open interest suggested a rotation of ownership, up just 40 contracts. Cash trade started to creep in this week at $255 in the south this week, near the $255-258 trade from last week. Feeder cattle futures...

纳斯达克100指数转涨，费城半导体指数涨超1.6%，生物科技指数反弹超0.7%。

Bank apologises after IT update caused problems with Lloyds, Halifax and Bank of Scotland apps Lloyds Banking Group has apologised after thousands of its customers were unable to make payments or send money due to another IT glitch. According to Downdetector, a website that lets people track real-time service issues and outages, customers started noticing problems shortly after 11am on Wednesday, with issues affecting many of the group’s brands: Lloyds Bank, Halifax, Bank of Scotland, Scottish Widows and MBNA. Continue reading...

Key PointsThe on-again, off-again peace talks in the Middle East have, once again, whipsawed oil prices.

PowerBank公司于6月3日宣布，其位于纽约州布法罗一座封闭式垃圾填埋场的3.1兆瓦NY-South Park社区太阳能项目，已获批通过纽约州能源研究与发展局的NY-Sun项目获得841，555美元激励资金。该项目预计还将额外获得730，234美元的激励，包括NY-Sun包容性社区太阳能附加补贴和零售储能激励计划，总资助额有望达到1，571，800美元。 该项目是PowerBank在纽约州持续推进的多个社区太阳能项目之一，此前公司已在Elmira、Jordan Rd 1、Jordan Rd 2及Geddes等项目成功获得NYSERDA资助。该项目预计建成后每年可为约388户家庭提供清洁电力。项目位于布法罗南公园区域的一座封闭垃圾填埋场，此前已在2026年3月获得所有市政许可，包括SEQRA负面声明、区域与用途变更以及分区地图修正，目前正在等待纽约州环境保护部的最终施工批准。 NY-Sun项目是纽约州推动太阳能产业发展、降低太阳能技术成本的公私合作项目。社区太阳能模式允许当地租户、 homeowners及企业通过订阅项目获得每月电费抵扣，无需安装屋顶太阳能板即可享受清洁能源带来的成本节约。 PowerBank总裁兼首席执行官Richard Lu博士表示：“NYSERDA的持续支持对我们推进纽约州清洁能源项目组合至关重要。布法罗项目是在垃圾填埋场上建设混合太阳能与储能系统的典范，既利用了未充分利用的土地资源，又为当地社区带来了可再生能源收益。” 这是PowerBank近期在纽约州获得的一系列NYSERDA激励中的最新一项。此前，公司为Geddes项目获得了147万美元的商业运营付款，并为Jordan Rd 2项目获得了超过110万美元的资助。公司目前在纽约州已宣布的九个太阳能项目合计容量超过42兆瓦。作为公司战略转型的一部分，PowerBank近期将人工智能计算基础设施和模块化数据中心开发定位为核心增长垂直领域，这一新业务直接依托公司不断增长的、已获许可并获激励支持的可再生能源资产组合。 责任编辑：张俊 SF065

Goldman Sachs stands to benefit from a big IPO push, so it's not shocking that its CEO is upbeat about investor demand for now.

Key PointsGoldman Sachs CEO David Solomon recently spoke to CNBC's Leslie Picker about upcoming IPOs.

Homes in Rancho Cucamonga, California, US, on Saturday, May 9, 2026. Kyle Grillot | Bloomberg | Getty Images More frustrated home sellers were giving up, right in the midst of the all-important spring market, according to new data. Nationwide, 5.8% of all home listings were pulled off the market in April, according to Redfin, a real estate brokerage. That ties with December for the highest share of homes delisted since March 2020, when the pandemic hit and the housing market froze. Delistings in April were up 3.8% compared with March. The increase comes as higher mortgage rates, elevated gas prices and weaker consumer confidence take their toll on housing demand. Sellers are no longer in the driver's seat and aren't getting the prices they want. Atlanta saw the highest share of homes come off the market in April, with one in 10 delisted. San Jose, California, followed with roughly 9% pulled, then Los Angeles (7.8%), Dallas (7.8%) and Seattle (7.7%). Mortgage rates had been falling at the start of this year, with the 30-year fixed briefly touching the 5% range at the end of February, according to Mortgage News Daily. They then jumped sharply when the war with Iran started and have remained elevated since then. "Buyers know they have negotiating power, often offering under the asking price and completing inspections, but some sellers just won't budge," said Patricia Ammann, a Redfin agent, in a release. Home prices have been easing, but are still higher than they were a year ago and have even begun to strengthen more recently. "Markets that depend more heavily on traditional mortgage financing and rate-sensitive buyers are seeing prices stay relatively flat," said Selma Hepp, chief economist for Cotality, in a release. "Overall, fewer markets posted year-over-year price declines in April than in prior months, pointing to continued stabilization across the housing market." Get Property Play directly to your inbox CNBC's Property Play with Diana Olick covers new and evo...

EIA数据显示，美国至5月29日当周EIA战略石油储备库存减少799.3万桶至3.571亿桶，降幅2.19%，库存为2024年1月19日当周以来最低。

Amir Levy/Getty Images News Israeli Prime Minister Benjamin Netanyahu downplayed reports of tensions with President Donald Trump, saying the two leaders have only "tactical disagreements." Speaking to CNBC on Wednesday, Netanyahu declined to comment on reports that Trump called him “effing crazy” during a recent phone call. "I'm not going to get into details," Netanyahu said when asked about the remarks. The comments come after Trump confirmed in a podcast interview that he had sharply criticized Netanyahu over Israel's continued military operations in Lebanon, saying he was “perturbed” by the fighting even as the two leaders continued to work well together. The disagreement has surfaced as Washington pursues diplomatic engagement with Iran while Israel remains focused on confronting Tehran and its regional allies. Iran has said a ceasefire in Lebanon remains a key condition for any broader agreement with the U.S. Despite the recent friction, Netanyahu emphasized the broader alignment between the two allies, arguing that Israel and the United States remain united in their opposition to Iran. "We're fighting for the good guys," Netanyahu said, describing Iran as a threat to both Israel and the United States. "When we fight Iran and its proxies, we're not only fighting our war, we're fighting your war, and frankly, Europe's war as well." More on Iran war Iran: It Ain't Over 'Til It's Over The US-Iran War: Deal Unlikely, Brace For Inflationary Shock Commodities: Oil Trades Lower As U.S.-Iran Deal Noise Grows Oil slips 6% on US-Iran peace hopes; Carlyle warns of ‘tank bottoms’ in Asia

美国至5月29日当周EIA原油库存录得减少797.4万桶，降幅录得2026年2月13日当周以来最大，为连续第6周下降，原油库存降至2025年5月以来最低水平。

Billionaire hedge-fund manager Bill Ackman says investors are ignoring Microsoft and other Big Tech names for the sake of the “new new thing,” like chip stocks.