cherdchai chawienghong/iStock via Getty Images Maduro is the guinea pig for Donald Trump’s new world order. - The Conversation What is the Donroe Doctrine? The Donroe Doctrine is named after the Monroe Doctrine, which was a U.S. foreign policy announced in 1823 by then President James Monroe. In short, it contained three elements: 1. Europe should not create new colonies in the Americas or otherwise interfere. 2. In return, the U.S. would stay out of European conflicts. 3. Any European interference in the Americas would be seen as a threat. Now to the Donroe Doctrine. Named after Donald Trump, the term is used by the Trump administration and various media to describe a reinterpretation of the Monroe Doctrine, reasserting regional U.S. dominance. It contains two key elements: A. U.S. dominance of the Western Hemisphere; and B. limiting the global influence of key rivals ((i.e.)) China. The best example so far of the Donroe Doctrine in action is probably the capture of Venezuelan President Nicolás Maduro. Whatever Washington’s plans for governing Venezuela are, the show of U.S. force there looks like the first manifestation of the Donroe Doctrine. Having said that, how the strike against Iran and the ensuing war in the Middle East fits into this doctrine, Trump hasn’t been able to explain yet. An early assessment of the scoresheet Going back to the two key elements in the Donroe Doctrine listed above, it is probably fair to say that the Americans have taken firm control of the Americas if not the entire Western Hemisphere. And outliers, who are not willing to dance to his tune, seem to be facing the firing squad. Therefore, Cuba could very well be next in line. Before Trump goes there, he should probably sort out the rift with Europe, though. His anger that Europe declined to go to war with him in the Middle East has significantly worsened the relationship between the two continents, and a leaked Pentagon email in late April didn’t exactly improve the tone between the...

小米集團－Ｗ(01810)出現大手賣出20.84萬股，成交價$29.0，涉資604.36萬 AASTOCKS.com

騰訊控股(00700)出現大手賣出2.07萬股，成交價$471.2，涉資975.384萬 AASTOCKS.com

美團－Ｗ(03690)出現大手賣出8.35萬股，成交價$81.3，涉資678.855萬 AASTOCKS.com

美團－Ｗ(03690)股價下跌5.029%，現價港幣$81.2 AASTOCKS.com

Whistleblower Leaks Stanford's Private Foreign-Funding Records, Exposing CCP-Linked Donors Some of America's top universities have become soft targets for foreign espionage and influence operations, creating potential gateways for adversarial powers to access sensitive research, elite policy networks, and federally funded innovation pipelines. The latest report from The Stanford Review should be viewed as yet another warning about the urgent need to protect academic institutions from foreign funding channels, obscure overseas donor networks, and national security risks within the higher education bubble. The independent, student-run newspaper at Stanford University reports that a whistleblower has come forward with "non-public foreign funding disclosures of Stanford University" that, for the first time, reveal the names of Chinese state-backed entities and individuals funding the left-leaning university. INVESTIGATION: A whistleblower has leaked Stanford's private foreign-funding records to the Review, revealing millions in funding from Chinese state-linked entities and CCP donors. pic.twitter.com/RWQkaxvAft — The Stanford Review (@StanfordReview) June 1, 2026 According to the report, Stanford University accepted millions of dollars from Chinese state-linked firms, political elites, and entities tied to Beijing's political warfare and influence operations. This startling revelation is based entirely on disclosures the whistleblower provided to the student news organization. The report continued: Chen Yuan served as Vice Chairman of the National Committee of the Chinese People's Political Consultative Conference (CPPCC) from 2013 to 2018. He is the oldest son of former Vice Premier Chen Yun. Before chairing CAIFC, he served as president of the state-owned China Development Bank from 1998 to 2013, turning it into one of the world's largest policy lenders. Hoover also houses the diaries of Mao Zedong’s former secretary, Li Rui. The diaries contain commentary on senior ...

格隆汇6月3日｜加拿大电商公司Shopify董事会批准一项额外的30亿美元股票回购计划，使其总回购授权额度达到50亿美元。由于市场担忧人工智能对该行业构成生存威胁，引发了软件股抛售潮，Shopify今年迄今累计下跌超27%。此外 ，美伊战争导致成本上升，也威胁到企业对其产品的需求。公司首席财务官Jeff Hoffmeister在声明中表示：“稳定的经营现金流、面向长期发展的资产负债表以及季度接季度的强劲业绩——这些使我们能够优先开发推动商家成功的产品，同时向股东返还资本，尤其是在市场波动时期。”

Context for BYD after recent price moves BYD (SEHK:1211) has seen mixed share performance recently, with the stock up 6.6% in the past day and 3.3% over the past week, but down 5.6% over the past month. See our latest analysis for BYD. Looking beyond the latest move, the stock’s 90 day share price return of 1.8% contrasts with a year to date share price decline of 2.0%, while the 1 year total shareholder return is down 26.8%. This suggests that recent momentum is tentative rather than firmly...

格隆汇6月3日｜据中科创达消息，6月2日，创通联达在第45届台北国际电脑展期间，正式发布全新一代边缘智能开发平台——TurboX C7790开发套件。该产品基于高通跃龙™ Q-7790（CQ7790S）处理器打造，提供高达24 TOPS的AI算力，集成量产级TurboX C7790 SOM、接口丰富的载板设计、Android/Linux 操作系统及主流AI工具链支持，为客户提供开箱即用的边缘AI开发平台，加速从概念验证（PoC）到产品量产的落地进程。可广泛应用于智能视频会议终端、智能相机、工业机器人、自主移动机器人（AMR）、协作机器人、配送机器人以及高端边缘计算网关等多种场景。

騰訊控股(00700)出現大手買入1.23萬股，成交價$471.6，涉資580.068萬 AASTOCKS.com

VelhoJunior/iStock Editorial via Getty Images The Campbell's Company ( CPB ) is offering a 7% dividend yield but this is a trap in a different way. This sector has been punished over the past year, so all their competitors have lower share prices and higher yield. The dividend payout is safe, in my opinion, but this is most likely not the bottom in share price. The Campbell's Company was originally founded in 1869, and went public in 1954. Below is the long term share performance: Data by YCharts Their brand portfolio is somewhat diverse with 16 brands totao, but their major standouts are Campbell's, Goldfish, Pepperidge Farms, and Rao's, all of which bring in over a billion dollars in sales. The current business model focuses primarily on North America, after shedding all international divisions in 2019. They employ over 13,000 people with over 23 production facilities. Below is the return profile for CPB and their competitors: Company Revenue 10-Year CAGR Median 10-Year ROE Median 10-year ROIC EPS 10-Year CAGR FCF 10-Year CAGR CPB 1.5% 14% 5% -5.6% -0.3% Kraft Heinz ( KHC ) -0.5% 5.3% 4.2% n/a 6.2% General Mills Inc. ( GIS ) 0.8% 13.5% 8.4% 3.8 3.4 Conagra Brands ( CAG ) 2.9% 9.6% 6.5% n/a 1.9% The JM Smucker Company ( SJM ) 1.1% 30.5% 10.9% n/a -3% Hormel Foods Corporation ( HRL ) 2.4% 14.2% 11% -6.3% -4.1% Click to enlarge Capital Allocation Let's see how capital has been allocated for the past decade: Year 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Revenue 7,961 5,837 6,615 8,107 8,691 8,476 8,562 9,357 9,636 10,253 EBIT 1,376 1,225 972 1,074 1,295 1,270 1,148 1,312 1,226 1,353 FCF 1,150 950 898 1,014 1,097 760 939 773 668 705 CAPEX 341 338 407 384 299 275 242 370 517 426 Acquisitions 6,781 47 11 2 1 13 2,646 144 Debt Repayment 8,923 8,492 10,007 6,998 7,408 1,501 997 4,315 5,676 3,346 Dividends 390 420 426 423 426 439 451 447 445 459 Repurchases 141 435 86 34 164 120 65 62 SBC 64 60 61 58 61 64 59 63 99 57 Click to enlarge Source I don't have much criti...

格隆汇6月3日｜据央视，国务院台办6月3日举行例行新闻发布会。发言人朱凤莲应询介绍，第十八届海峡论坛将于6月中旬在福建举办，6月13日举办论坛大会。论坛主会场设在厦门，福建有关设区市和平潭综合实验区将举办相关活动。

格隆汇6月3日｜今日半导体板块强势走高，科创芯片设计ETF天弘(589070)标的指数大涨3.78%，实时换手率达到14.83%，芯片ETF天弘(159310)标的指数飙涨4.17%。 科创芯片设计ETF天弘(589070)标的指数囊括50家科创板芯片龙头企业，覆盖芯片设计、半导体设备、材料、制造等科创板芯片产业链，瞄准半导体高景气度细分赛道，单日涨跌幅20%。 芯片ETF天弘(159310)跟踪覆盖更广的中证芯片产业指数，一键布局芯片设计、制造、封测、设备、材料等全产业链，前十大权重股囊括了中芯国际、北方华创、兆易创新、中微公司等，其场外联接基金(A类：012552，C类：012553)。 尽管市场短期波动，但半导体产业长期向好的基本面与创新催化依然强劲。 首先，全球AI硬件创新进入新阶段。在COMPUTEX 2026上，英伟达CEO黄仁勋发布了面向个人AI Agent的RTX Spark超级芯片。 其次，全球存储芯片的供需紧张格局同样严峻。韩国SK集团董事长崔泰源近日表示，全球存储芯片供应缺口可能持续至2030年，公司正加大资本支出以弥合供需失衡。其旗下SK海力士计划在未来五年将晶圆产能扩大一倍。 再者，行业景气度与国产替代逻辑持续强化。2025年3月以来，电子行业成交额占A股比例连续15个月居首，今年5月占比更是近28%，创历史新高。2025年电子行业净利润同比增长（可比口径）接近33%。同时，华为提出的“韬(τ)定律”以“时间缩放”原则指导产业发展，被市场认为是中国半导体产业实现换道超车的重要理论框架。

zhengzaishuru/iStock via Getty Images Investment Thesis In my November 2025 article on Surge Energy ( SGY:CA )( ZPTAF ), I argued the stock needed US$80 WTI or higher to outperform. When the oil was at US$60 WTI, Surge was generating almost no FCF above its dividend, with enormous downside at Does it mean that I was wrong? WCP vs SGY Performance Chart (Author's Research) In the same article, I stated that Whitecap Resources ( WCP:CA )( WCPRF ) offered better risk/reward for oil exposure. In the span of those seven months, Whitecap has outperformed Surge by ~8 percentage points. When a less oil-leveraged stock manages to beat the more leveraged one in a bull oil environment, I would say my call was correct. But the world has changed, and so has my new call. On February 28, the US and Israeli military struck Iran, which resulted in the closure of the Strait of Hormuz. WTI spiked from ~US$60 to above US$100 in a matter of weeks. The conditions I demanded for a Buy are now in place, and they have surpassed my expectations. On June 1, Surge had an announcement about expanding the H2 2026 capital program. That led to capex increasing from C$150M to C$175M, and exit production guidance raised from 23,000 to 24,000 boe/d. Also, full-year guidance was upgraded to C$335M at US$80 WTI. The incremental C$25M of capex is being split between another eight wells in Sparky and SE Saskatchewan (C$16M, targeting 6-month paybacks at the current strip) and also the speed-up of the Hope Valley waterflood (C$9M, a 75% increase in waterflood capital). Management is expecting that the incremental drilling will pay out within 2026 at strip prices, and it will contribute to incremental FCF into 2027. These are not marginal additions. At strip pricing (WTI US$85 in 2026, US$75 from 2027 onward), the 2026 FCF yield is 16.9%, and the stock is being priced by the market at an implied 17% discount rate against long-term US$75 WTI. My PV10 calculation result is C$19.5, 95% above today's price. I'm...

寧德時代(03750)出現大手賣出6400股，成交價$787.5，涉資504萬 AASTOCKS.com

格隆汇6月3日｜由于家庭面对燃油成本上升和利率上涨而减少开支，澳大利亚上季度经济增长放缓幅度超过预期。政府周三公布的数据显示，今年前三个月国内生产总值增长0.3%，低于预期，约为2025年第四季度增速的三分之一。2.5%的年增长率也低于预期。澳大利亚统计局国民账户负责人表示：“3月份季度经济增长放缓，家庭和公共部门支出温和，3月份利率上升和燃油成本显著提高可能创造了消费者行为更加谨慎的环境。”掉期交易员巩固了8月会议加息的可能性仅略高于50%的看法，并维持澳洲联储可能在年底前再加息一次的观点。

格隆汇6月3日｜东京电力控股株式会社：东京电力资源已与卡梅科公司及加拿大欧安诺达成协议，出售其所持雪茄湖铀矿项目的5%权益。

腾讯人士表示，目前无法确定微信AI智能体何时推出，其上线时间很大程度上取决于监管方对智能体的审批进度，微信14亿的用户体量，合规流程可能比其他产品更加严格。关于微信智能体，腾讯相关负责人表示暂无回应。此前有媒体报道称，微信AI智能体是目前腾讯内部“最高优先级的绝密项目”，至少从2025年上半年开始筹办。腾讯人士确认了这一消息。(财经杂志)

电池板块短线拉升，湘潭电化涨停，杭可科技、豪鹏科技、德新科技、诺德股份、铜冠铜箔跟涨。

MP Materials (NYSE:MP) has secured major contracts with US clients, including the Department of Defense and Apple. The company is shifting away from exporting rare earth concentrates to China and focusing on domestic processing and magnet production. MP Materials is developing a new US magnet manufacturing facility, called "10X", and partnering on a rare earth refinery project in Saudi Arabia. MP Materials, trading at $72.24, sits at the center of a rare earths story that is increasingly...

Australia's BHP explores ship biofuel blend made from cooking oil, animal fat Reuters

2026年6月1日，财政部副部长廖岷在部内会见国际货币基金组织第四条款中期磋商团。双方就中国与国际货币基金组织合作、中国经济形势和财政政策等共同关心的议题交换意见。(财政部)

“价格越等越高，去年这个时候你再等等，还会等到降价，今年可不一样了。”中介小哥的口风悄然变了。 《每日经济新闻》记者（以下简称“每经记者”）向中介人员小张（化名）咨询上海浦东内环内某二手小区的价格情况时，获得的回复是：“小区里39平方米的房子，之前曾以170万元成交，现在190万元还不一定谈得下来。” 安居客上海数据显示，5月二手房成交量达到28023套，创下近6年来新高，仅次于2020年5月的3.05万套。 另据国家统计局公布的70城房价变动数据，2026年2月开始，上海二手房价格环比由跌转涨，并且涨幅不断扩大——2月上升0.2%，3月0.4%，4月0.7%。 对于这个超长楼市“小阳春”，58安居客研究院院长张波通过书面对每经记者分析指出：“上海这轮市场强势表现，本质是市场自身周期性触底后的修复反弹，叠加政策效应的持续释放。此前调整周期中，市区部分不少二手房价格已出现明显过度下行，市场本身就具备修复动力，这一动力是成交量基本面。春节后限购优化等政策，进一步打开了需求释放的闸门，带动市场热度连续三个月维持高位。” 有房东电话被打爆 记者注意到，二手房市场“红五月”的热度并不亚于3月和4月。 安居客上海对网上房地产的数据整理显示，5月共有8天单日成交突破1000套，其中3天超过1500套，5月10日单日成交更是达到1664套的新高。 “5月份老公房成交比较多，感觉整个市场都在买‘老破小’，一房、二房都卖得很好。”小张说。他举了个例子：“位于浦东大道内环内一套55平方米的二房，房东一开始同意230万元成交，一个星期之后，他说不卖了。一周内看的人太多，房东电话都被打爆了，现在我们谁家约他都不肯出来谈。” “实际上240万元—250万元是市场能接受的价格，他要是出来的话，有可能就240万元就卖掉了，但他坚持不卖，说要等等。”小张告诉记者，这一片的“老破小”由于价格调整充分，年租金大约5万元，房价170万元，租售比接近3%，因此有一拨人从2024年底开始买入，整个2025年在凌一到凌四小区陆续买入了几十套房子，只要房源价格够低，他们就要。 不过现在房价开始涨回来了，市场话语权发生了微妙的转变。 “不是哪个板块卖得好，是都好。”小张说，“现在板块成交量高不高，取决于业主是否愿意卖，而不再取决于买家了。而且最近二手房流速较快，现在如果价格合适的话，基本上挂牌几天就卖掉了。” 市区...

Beijing has condemned remarks by Philippine defence chief Gilberto Teodoro Jnr, saying the comments seriously damaged bilateral trust and showed a lack of gratitude for Chinese aid. China’s foreign ministry on Tuesday called on Manila to take action to prevent “a few clowns” from sabotaging bilateral ties through repeated political theatrics, as ties between the two neighbours remained strained. On the sidelines of the Shangri-La Dialogue in Singapore, Teodoro said during an interview with...

Masayoshi Son has been called a visionary and a reckless gambler, sometimes in the same sentence. He bet on Alibaba before anyone in the West had heard of it. He lost billions on WeWork. He turned Arm Holdings into the backbone of the AI chip industry. On June 1 in Paris, he made his most sweeping ...

腾讯控股(00700.HK)于2026年6月2日斥资1.04亿港元回购23.46万股 FX168财经