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重仓芯片股的QDII实现业绩突破 多只产品年内收益已超80%

格隆汇 📅 06/03 15:43
格隆汇6月3日丨截至6月1日,建信新兴市场混合(QDII)A的年内收益达87.68%,反超天弘全球高端制造混合(QDII)A成为主动型QDII年内收益第一名。该基金在今年一季度大举加仓韩国股市,对三星、SK海力士的持股环比大增121%、77%。国富亚洲机会股票(QDII)同样重仓韩国芯片股,年内收益达79.94%。天弘全球高端制造混合(QDII)A、华夏移动互联混合人民币虽然没有重仓韩国芯片股,但...

万亿赛道拐点:平安健康险“服务×保险”下的主动健康管理新样本

第一财经 📅 06/03 15:43
2026年,中国商业健康险行业站在高质量发展的关键路口。历经多年高速增长后,行业规模逼近万亿关口,传统以产品定价、保障额度为核心的竞争模式已触顶,健康服务同质化、形式化、实用性不足等问题凸显,单纯依靠费用比拼的粗放式增长难以为继。 当跑马圈地时代落幕,商业健康险不得不直面“灵魂拷问”:下一阶段的竞争力究竟在哪里?健康管理服务到底能不能变成核心价值? 平安健康险于5月21日正式推出的“活力百岁”平安...

一季度长江存储市场份额升至13% 全球NAND市场营收超2023年全年水平

财新 📅 06/03 15:43
若长江存储成功IPO并进一步扩产,有望成为全球第三大闪存厂商 【财新网】 存储供需失衡下,中国厂商正迅速赢得市场份额。2026年第一季度,全球NAND闪存存储市场营收达到460亿美元,同比增长约250%,环比也接近翻倍,这一季度营收数据甚至已经超过2023年全年营收总额,6月3日,市场调研机构Counterpoint披露上述数据。 Counterpoint指出,人工智能基础设施的部署以及向Agen...

Amazon.com, Inc. $AMZN is GCQ FUNDS MANAGEMENT PTY Ltd's Largest Position - MarketBeat

Google 📅 06/03 15:42 AMZN.O
Amazon.com, Inc. $AMZN is GCQ FUNDS MANAGEMENT PTY Ltd's Largest Position MarketBeat

Minister condemns riot but urges review of police anti-racism guidance following Henry Nowak death – UK politics live

The Guardian 📅 06/03 15:42 GOOG.O
Sarah Jones appeals for calm after rioting over the death of Nowak, who was handcuffed while dying from stab wound Yesterday Nigel Farage, the Reform UK leader, delivered what he called an “emergency address to the nation” on YouTube at around this time. In it, he claimed that the Henry Nowak case was proof that white people were treated unfairly in the UK. He said that George Floyd (whom he descr...

Desmond and Marni von Wilpert projected to advance in California’s 48th congressional district

Investing 📅 06/03 15:42

美国政府正式就退还关税裁决提起上诉

格隆汇 📅 06/03 15:42
格隆汇6月3日|据央视,美国政府6月2日正式对美国国际贸易法院下令美国海关与边境保护局退还关税的裁决提起上诉。上诉结果关系到特朗普政府向美国进口商征收的大约1660亿美元关税收入,已启动的关税退还进程可能受到影响。根据最高法院裁决,美国国际贸易法院法官于3月4日裁定,海关与边境保护局不得依据美国《国际紧急经济权力法》条款进行关税清算。这意味着,此前依据该法向进口商收取的关税需退还。据海关与边境保护...

Micron's HBM4 push signals bigger Nvidia supply role - digitimes

Google 📅 06/03 15:42 MU.O
Micron's HBM4 push signals bigger Nvidia supply role digitimes

Hong Kong’s $550 Billion Exchange Fund Mulls S&P 500 Allocation

Bloomberg 📅 06/03 15:42
Hong Kong’s Exchange Fund is looking for investment managers who can help it closely track the movement of the S&P 500 Index , according to people familiar with the matter. The HK$4.3 trillion ($550 billion) fund has been considering pitches in recent months but still hasn’t made a final decision, one of the people said. The Exchange Fund has asked for a so-called low-tracking-error approach, mean...

研报掘金丨山西证券:首予盛科通信“买入-B”评级,SCALEUP超节点需求正在爆发

格隆汇 📅 06/03 15:42
格隆汇6月3日|山西证券研报指出,盛科通信是以太网交换芯片国产替代先锋,SCALEUP超节点需求正在爆发。2025年实现归母净利润-1.5亿元,同比-119.7%;2026年一季度实现归母净利润-0.2亿元,同环比分别-12.1%、+89.3%。公司是国内领先以太网交换芯片设计企业,园区、数据中心产品线齐全,对标博通、Marvell 等海外头部厂商。受益于AI 资本开支大幅增长和国产方案导入,公司...

巴克莱上调英特尔目标价至100美元

格隆汇 📅 06/03 15:41 INTC.O
格隆汇6月3日|巴克莱将英特尔的目标价从65美元上调至100美元,维持“持股观望”评级。(格隆汇)

深圳楼市新政满月:新房成交涨五成,首个“日光盘”诞生

同花顺 📅 06/03 15:41
深圳市住房和建设局消息,“4·29”楼市新政实施以来,房地产市场持续火热,新建高品质楼盘受追捧,二手房市场成交活跃度显著提升,呈现量价齐升趋势。4月30日—6月2日,深圳新建商品住宅和二手住宅网签量分别达5035套、6191套,同比分别增加约50%、30%。公积金贷款方面,新政实施以来累计受理公积金贷款4404笔,涉及金额68.2亿元,笔均金额155万元,较新政前增长21%,居民购房压力显著减轻。...

Tenzing Global Management, LLC's Meta Platforms Inc(META) Holding History - GuruFocus

Google 📅 06/03 15:41 META.O
Tenzing Global Management, LLC's Meta Platforms Inc(META) Holding History GuruFocus

Codex 加入,ChatGPT变成“打工bot”

36kr 📅 06/03 15:40 MSFT.OAMZN.O
昨晚23:30的OpenAI直播没有发布新模型,但把Codex推到了更靠前的位置。 这场名为《工作中的智能》的直播中,OpenAI集中展示了Codex面向企业和知识工作的最新更新。其中最值得关注的有以下四点: 一、 Codex将更深入ChatGPT。 未来几周,OpenAI会把Codex能力接入ChatGPT,让用户在更熟悉的入口里直接调用它完成任务。 二、 Codex新增了6个面向具体岗位的插件...

Trump inks executive order for vetting advanced AI models

Seeking Alpha 📅 06/03 15:40
Anna Moneymaker/Getty Images News President Donald Trump has signed an executive order to increase AI oversight, directing companies to provide the government access to advanced models for cybersecurity tests up to 30 days before public release. The executive order directs the departments of Treasury, Homeland Security, Defense and other agencies to design a voluntary framework with AI ​developers...

Midstream: Robust Gas Backlogs Drive Growth Visibility

Seeking Alpha 📅 06/03 15:40
Sergei Chuyko/iStock via Getty Images By Kyle Richards North American natural gas demand is poised for a historic increase driven by growth in liquefied natural gas (LNG) exports and the demand for power, which includes data centers. This backdrop is driving unprecedented opportunities for natural gas-focused midstream companies. Learn more about the drivers of upsized midstream backlogs, some maj...

南向资金净买入超180亿港元

同花顺 📅 06/03 15:39
据同花顺iFinD数据,截至目前,南向资金净买入超180亿港元,其中港股通(沪)买入超149.38亿港元,港股通(深)买入超32.68亿港元。

Apple Inc. $AAPL Shares Acquired by Falcon Wealth Planning - MarketBeat

Google 📅 06/03 15:39 AAPL.O
Apple Inc. $AAPL Shares Acquired by Falcon Wealth Planning MarketBeat

BW Gestao de Investimentos Ltda. Purchases New Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat

Google 📅 06/03 15:39 TSM.N
BW Gestao de Investimentos Ltda. Purchases New Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM MarketBeat

Amundi Trend Bond (AT0000706593.VI) 最新股票消息和頭條新聞 - Yahoo 財經

Yahoo 📅 06/03 15:39
Amundi Trend Bond (AT0000706593.VI) 最新股票消息和頭條新聞 Yahoo 財經

日本首相:随时根据需要对外汇市场采取适当措施

格隆汇 📅 06/03 15:39
格隆汇6月3日|日本首相高市早苗:在外汇问题上加强国际合作(尤其是与美国的合作)至关重要。随时根据需要对外汇市场采取适当措施。

More Hong Kong airlines cancel flights as Typhoon Jangmi bears down on Tokyo

SCMP 📅 06/03 15:38
More Hong Kong carriers including Cathay Pacific Airways and Hong Kong Airlines cancelled or rescheduled flights to Japan on Wednesday as Typhoon Jangmi headed towards Tokyo. Cathay, the city’s flag carrier, cancelled six scheduled flights between Hong Kong and Japan, affecting routes to and from Tokyo, Osaka, and Nagoya on Wednesday. The airline said it had notified all affected customers and reb...

OECD cuts global growth outlook to 2.8% on U.S.-Iran war

Seeking Alpha 📅 06/03 15:38
bombermoon The Organisation for Economic Co-operation and Development (OECD) lowered its global growth outlook and cautioned that a prolonged U.S.-Iran war could inflict far greater damage on the world economy unless a durable peace settlement is secured quickly. In its June Economic Outlook , the OECD said global growth is now expected to slow to 2.8% in 2026 from 3.4% in 2025, before recovering ...

花旗上调通用汽车目标价至131美元

格隆汇 📅 06/03 15:38
格隆汇6月3日|花旗将通用汽车的目标价从108美元上调至131美元,维持“买入”评级。(格隆汇)

港股評級彙總:中信證券維持比亞迪股份買入評級 - 富途牛牛

Google 📅 06/03 15:37 1211.HK
港股評級彙總:中信證券維持比亞迪股份買入評級 富途牛牛

India's fuel demand outlook hit by price hikes, slowing industrial activity - Reuters

Reuters 📅 06/03 15:37
India's fuel demand outlook hit by price hikes, slowing industrial activity Reuters

博威合金:GB300液冷板材料已小批量供货 关于下一代Rubin架构的液冷板提供了铜金刚石、3D打印

同花顺 📅 06/03 15:37
博威合金发布投资者关系活动记录表公告,公司供应GB300液冷板材料,产品验证已通过。现在已小批量供货,后续根据客户的具体需求出货。关于下一代Rubin架构的液冷板,公司提供了铜金刚石、3D打印、微通道等多种方案,微通道是工艺上比较可行且具有性价比的一种方案。

Earnings call transcript: Inditex Q1 2026 sees stock rise on strong sales

Investing 📅 06/03 15:37

Perplexity首席执行官:算力产出效率决定AI企业胜负

新浪 📅 06/03 15:37 AAPL.OMSFT.OGOOG.O
Perplexity首席执行官Aravind Srinivas周三在接受采访时表示:能依托AI算力创造最高经济效益的企业,最终将收获最高估值。 Srinivas提出,未来行业赢家是能实现‘单位功耗、单用户下变现价值最大化’的公司。 他说道:“企业唯有平衡精度、响应延迟、使用成本、隐私安全与智能能力,实现这一核心指标的最优表现,才能笑到最后,构筑长期竞争壁垒。” Token是AI模型处理信息的基础数...

Morgan Stanley downgrades Chipotle stock rating on growth outlook

Investing 📅 06/03 15:37
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