芯片股周五盘前延续跌势，此前一个交易日该板块因博通财报引发集体抛售。博通自身股价盘前再跌约1%，继周四大跌12.5%后继续承压。 AMD 盘前跌近3%， 英特尔 跌超2.5%，Arm跌约5%，英伟达表现相对抗跌，仅下滑约1%。 此番抛售的导火索是博通周三盘后发布的第二财季财报。尽管该公司当季业绩超出预期——非GAAP每股收益2.44美元，营收221.9亿美元，同比增长48%——但市场对其人工智能芯片业务的展望感到失望。博通预计第三财季AI半导体营收约为160亿美元，虽同比增长超过200%，但仍低于分析师普遍预期的172亿美元。此外，公司重申2027财年AI芯片营收目标为“超过1000亿美元”，未能如市场所愿大幅上调，引发投资者抛售。 博通的暴跌迅速蔓延至整个芯片板块。周四，费城半导体指数盘中一度重挫逾6%，最终收跌约2%。 美光 科技大跌近8%，Arm跌超4%，AMD跌逾3%， 高通 跌超2%。值得注意的是，资金并未完全撤离股市，而是从高估值的科技股轮动至金融、医疗保健等蓝筹板块，推动 道琼斯 工业平均指数大涨874点，收于历史新高。 华尔街对于此次回调看法分化。桥水基金创始人达利欧警告称，人工智能赛道已出现泡沫苗头，当前市场情绪指标逼近2000年互联网泡沫时期水平。但也有分析师认为此次下跌为短期修正，并非趋势逆转。期权市场数据显示，部分投资者正将此轮回调视为“逢低买入”的机会，通过卖出看跌期权布局芯片股。 摩根大通 在其年中展望报告中亦表示，AI超级周期才刚刚拉开序幕，市场情绪过度悲观。 责任编辑：张俊 SF065

Nuwellis, Inc. ( Nasdaq: NUWE ) on Friday said it priced a public offering expected to raise approximately $6 million in gross proceeds. The offering consists of 20 million shares of common stock, or pre-funded warrants in lieu thereof, with accompanying warrants, at a public offering price of $0.30 per share and accompanying warrants. The company said the offering includes Series C warrants to purchase up to 60 million shares of common stock and Series D warrants to purchase up to 20 million shares. Both warrant series have an exercise price of $0.30 and become exercisable following stockholder approval and the effectiveness of a reverse stock split. Nuwellis also said it entered into concurrent private warrant reprice transactions with certain existing warrant holders to reduce the exercise price of previously issued warrants to $0.30, subject to stockholder approval. Source: Press Release More on Nuwellis Nuwellis, Inc. (NUWE) Q1 2026 Earnings Call Transcript Nuwellis, Inc. (NUWE) Q4 2025 Earnings Call Transcript Nuwellis gains USPTO approval for dual-lumen catheter patent Quant snapshot: Avino Silver & Gold, Harmony Gold lead strong buys as Angel Studios, Exagen lag Seeking Alpha’s Quant Rating on Nuwellis

恆指挫291點、科指跌1.7% 中芯國際下滑7.2% 大纪元

Torsten Asmus U.S. Treasury yields moved sharply higher on Friday following the release of a stronger-than-expected May employment report, as investors reassessed the outlook for economic growth and interest rates. According to the latest labor market data, U.S. non-farm payrolls increased by 172K jobs in May, significantly exceeding economists’ expectations for a gain of 85K. The stronger hiring figures pointed to continued resilience in the labor market, reducing concerns about an abrupt slowdown in economic activity. The unemployment rate remained unchanged at 4.3%, indicating that labor market conditions continue to hold steady despite elevated borrowing costs and ongoing uncertainty surrounding the Federal Reserve’s policy path. Following the report, investors moved out of government bonds, driving Treasury yields higher across the curve as bond prices and yields move in opposite directions. The most notable move occurred in shorter-dated debt, with the U.S. 2 Year Treasury yield ( US2Y ) rising 10 basis points to 4.14%. Meanwhile, the benchmark U.S. 10 Year Treasury yield ( US10Y ) advanced 6 basis points to 4.53%. Longer-term bonds also came under pressure, with the U.S. 30 Year Treasury yield ( US30Y ) climbing 4 basis points to 5.02%. The rise in yields reflects growing confidence in the economy and expectations that interest rates could remain elevated for longer than previously anticipated. Fixed Income ETFs: ( TLT ), ( TLH ), ( IEF ), ( IEI ), ( SHY ), ( SGOV ), ( SCHO ), ( BIL ), ( AGG ), ( BND ), ( VCIT ), ( MUB ), ( MBB ), ( JNK ), ( LQD ), ( HYG ), ( VTIP ), ( TIP ), ( SCHP ), ( STIP ), ( TIPX ), ( SPIP ), ( WIP ), ( GTIP ), ( LQDI ), and ( RINF ). More on markets AI-powered startup boom could bring major labor market shifts, Apollo says JPMorgan sees the bond yield surge fading in the second half of 2026 Evercore sees S&P 500 climbing to 7,750 on relentless AI demand The AI boom is creating jobs, not destroying them, Apollo says BofA highlights a co...

Gold may be becoming more cyclical than investors have traditionally assumed, according to Robin Brooks, Brookings Institution. Brooks argued that the metal's recent price action suggests a meaningful shift in how it trades during periods of market stress. He also pushed back against the idea that gold is replacing the U.S. dollar as a preferred reserve asset among central banks. He said last year's increase in the value of central bank gold holdings was largely driven by higher prices rather than a surge in purchases. "There's been no buying frenzy among central banks and no sign Western sanctions on Russia made gold more sought after," Brooks wrote. More notably, he argued that gold has not behaved like a traditional safe haven lately. "Whenever risk aversion spikes, gold falls these days, while it rallies whenever there's rumors of a peace deal," he said, describing the trend as the opposite of what investors would typically expect from a defensive asset. Brooks pointed to a growing correlation between gold and the S&P 500, a relationship that historically hovered near zero. He attributed the shift in part to the popularity of the “debasement” trade, the view that rising government debt and fiscal deterioration will ultimately weaken fiat currencies. "My sense is that the popularity of the 'debasement trade' permanently broadened gold's investor base, so this pro-cyclicality may be a new normal," he wrote. While Brooks remains bullish on gold over the long term, he cautioned that investors should view it as "a high-beta inflation hedge" rather than the low-volatility safe haven it has often been considered in the past. Here is a chart: Robins Brooks More on Gold Gold Market Commentary: Hiking Up A Volcano Commodities: Oil Slides Despite Stalled U.S.-Iran Talks Central Bank Gold Statistics: Central Banks Resume Net Buying In April Bitcoin slides, stocks rally, gold shines over the past year Gold still seen reaching $5,200 by year-end 2027, Commerzbank says

联合国人道主义事务协调厅5日发布修订版黎巴嫩人道主义援助呼吁，表示需要筹集约6.4亿美元援助资金，以应对持续冲突导致的人道主义危机。联合国今年3月呼吁筹集3.08亿美元援助资金，以支持黎巴嫩政府主导的人道主义应对行动，但截至5月底仅筹到约1.85亿美元。今年3月至5月底期间，这笔资金已为约68万人提供援助。联合国人道协调厅表示，还需额外筹集3.31亿美元。修订后的援助计划拟覆盖约140万人，约占黎巴嫩总人口的四分之一。（新华社）

电子签名巨头DocuSign股价周四盘后下跌约4%，尽管公司第一季度财报超出市场预期，但其对第二季度的业绩展望未能令华尔街感到振奋。 根据财报数据，DocuSign第一季度营收同比增长9%至8.302亿美元，高于市场预期的8.232亿美元。调整后每股收益为1.09美元，同样超出分析师普遍预期的1.00美元。公司首席执行官Allan Thygesen表示，第一季度看到了对DocuSign人工智能原生IAM平台的持续增长需求，已有约4万名客户投资于公司的产品路线图。 然而，引发股价下跌的主要原因在于公司略显保守的业绩指引。DocuSign预计第二季度营收将在8.65亿至8.69亿美元之间，这一区间的中点与分析师预期的8.66亿美元基本持平。对于部分期待公司能够超预期的投资者而言，这样的展望难以令人满意。 多家华尔街机构在财报发布后调整了对该股的评级和目标价。 富国银行 将DocuSign的目标价从60美元下调至55美元，维持“同等权重”评级，分析师指出第一季度业绩喜忧参半，增长虽有改善但整体变化不大。Needham则维持“持有”评级，表示在等待增长加速的更多切实证据。不过，杰富瑞将目标价从45美元上调至50美元，仍维持“持有”评级。 尽管短期指引保守，DocuSign小幅上调了全年预期。公司预计2027财年全年营收将在34.9亿至35.02亿美元之间。管理层对IAM业务的持续增长以及成本管控带来的盈利能力提升仍保持信心。今年以来，该股已累计下跌约23%，而同期标普500指数上涨逾10%。 责任编辑：张俊 SF065

专题：美国5月非农新增17.2万人，大超预期 美国劳工统计局周五公布数据：5 月美国就业岗位意外大幅增长，劳动力市场延续全年稳健扩张态势。 经季节性调整后， 非农就业新增 17.2 万人 ；4 月数据上修至 17.9 万人，本月环比小幅回落，但远高于 道琼斯 经济学家一致预期的 8 万人。失业率持平于预期，保持在 4.3%。 此前市场预期偏谨慎，美国用工市场整体处在 “低招工、低裁员” 的平稳环境。新增就业集中在少数行业，裁员规模整体温和，但已有迹象显示人工智能正在冲击用工岗位数量。 5 月就业扩容覆盖面改善，多个行业实现稳健新增用工： 休闲酒店行业领跑全行业，新增 7 万个岗位，大幅高于过去一年每月 1.4 万的均值；地方政府新增 5.5 万个岗位；长期用工主力医疗行业新增 3.5 万人，和历史月度均值基本持平；社会救助行业新增 1.2 万人。 薪资数据：当月平均时薪环比上涨 0.3%，同比涨幅 3.4%，两项数据均符合华尔街市场一致预期。 近几日美联储官员对就业形势看法趋于乐观，政策重心重新落脚于棘手的通胀问题，受通胀牵制，美联储进一步降息的可能性基本落空。美联储在 2025 年下半年累计降息 75 个基点后，2026 年全年货币政策进入观望停滞阶段。 美联储决策层普遍表态，将静观全年经济数据演化，再敲定后续货币政策走向。 经济基本面表现稳健：据亚特兰大联储测算，美国一季度 GDP 年化增速 1.6%，二季度现阶段预估年化增速可达 3%。 责任编辑：郭明煜

格隆汇6月5日｜机构分析师Anstey评美国非农：考虑到美联储的使命是维持物价稳定和实现充分就业，仅凭这些数据来看，似乎很难认为当前就业市场需要帮助。另一方面，通胀率已远高于美联储2%的通胀目标。预计下周的CPI数据显示，核心通胀率将升至2.9%，而总体通胀将同比飙升4.2%（与美国5月平均每小时工资年率3.4%的增长相比，有点糟糕）。如果美联储政策制定者不进一步暗示2026年可能加息，那将是令人意外的。

Citi revisits Broadcom stock price target after post-earnings selloff thestreet.com

The space economy stock is going through major ups and downs along with the rest of the industry.

Key PointsPlanet Labs is roaring along with the rest of the space economy.

Tottenham complete the signing of Scotland captain Andy Robertson as he leaves Liverpool at the end of his contract.

Key PointsA new program next year gives low-income retirement savers access to a $1,000 federal Saver's Match.

Compare his response, or lack of, to three murders over the past decade – Jo Cox, Sarah Everard and Henry Nowak Which murder victim’s ambulance does the would-be statesman chase? Can you be said to “speak for England” if there are other times you wimp out on speaking at all, either out of self-preservation or moral smallness, or just not actually giving much of a toss? The questions arise after Nigel Farage moved himself into pole position with an explicitly incendiary speech in the wake of the appalling murder of Henry Nowak. The good news for Nigel is that he has struck political gold: increased numbers of people saying “I don’t like him, but I agree with him on this”. The less good news for the nation he’d like to lead is that, when dealing with murders that rightly horrify and outrage the country, you can’t be sure which Nigel Farage will turn up. If, indeed, he turns up at all. Today, I’d like to look at three murders spread evenly over the past decade – all of which caused national outrage – and how Farage conducted himself in the wake of each. Marina Hyde is a Guardian columnist Continue reading...

Oualid/iStock via Getty Images I still remember May 19, the day when the U.S. 30-year Treasury yield hit 5.2% (its highest point since 2007), pretty well. Since then, the narrative has gradually shifted from the spectacular Q1 earnings season in the S&P 500 (particularly in tech/semis) to inflation worries as the 4-6 week operation in the Middle East is taking longer than initially planned. This week, the ISM services prices index hit 71.3% in May, its highest reading since August 2022. As I discussed recently, I am increasingly concerned that the inflation in energy is starting to spill over to other pockets of the economy, and the recent data (see core PCE below) shows early signs of this. Personal Consumption Expenditures Price Index, Excluding Food and Energy I’m now starting to take a little bit more seriously the words “rate hike,” even though my base case for interest rates is leaning toward no change this year. CME Group | Fed target probabilities for December 9, 2026 In fact, this week, Kansas City Fed President Jeffrey Schmid said the Fed’s policy choice was between patience and rate hikes. Add to that the fact that the May ADP private employment data was the strongest since January 2025, and the case for rate cuts is even more complicated. Haver Analytics Given recent developments, I’m increasingly concerned about a broadening of the rally outside of tech. You may remember what happened with the S&P 500 between late October 2025 and mid-February this year, when the rally was broadening beyond tech. Guidance Terminal | SPY I’ll explain why below (although the image above depicts it quite well), but before that, I want to start with a quick overview of the main headlines out of the Middle East. Middle East De-Escalation I won’t try to predict the end of the war, as I’m heavily fatigued by the now-classical cycle of positive news, followed by 180-degree turns, followed by more positive news, and so on. It is my view that the markets are doing a great job ign...

大公司： 首关15亿元，英诺科创三期基金持续聚焦早期科技投资 36氪获悉，6月5日，英诺基金宣布旗下英诺科创三期基金完成首轮关账，规模15亿元。该基金聚焦早期科技投资，重点布局前沿科技及人工智能领域。 比特币“金库”公司市值蒸发620亿美元 比特币本周下跌约14%，至四个月低点附近。随着加密货6月5日下午，追觅科技创始人俞浩在公司内部大群发文，表示未来将继续心无旁骛做实业，坚持技术创新，去啃全球最难的市场。（界面）币整体滑坡，数字资产“金库型”公司的股票也持续下挫，其中许多的跌幅远远超过它们所持有的加密货币本身。Artemis的数据显示，这些比特币金库公司的完全稀释股票总市值，已从去年10月初的近期顶点近1340亿美元，降至约720亿美元，也就是减少了620亿美元。Tokenize Capital管理合伙人Tokenize Capital表示：“随着价格回落，数字资产金库公司正面临一个严峻选择：是债务违约，还是出售资产。被迫抛售已经粉碎了对它们会持续扮演‘买入并持有’投资者角色的预期。”（财联社） 俞浩内部发文：未来将继续心无旁骛做实业 6月5日下午，追觅科技创始人俞浩在公司内部大群发文，表示未来将继续心无旁骛做实业，坚持技术创新，去啃全球最难的市场。（界面） 高德地图在杭州成立新公司 36氪获悉，天眼查App显示，近日，杭州高行蓝隼智能科技有限公司成立，法定代表人为刘书鹏，注册资本800万人民币，经营范围包括软件开发、软件销售、人工智能基础软件开发、汽车销售等。股东信息显示，该公司由高德软件有限公司旗下北京利通出行科技有限公司全资持股。 投融资： 上海机电灵巧智能成立灵机壹动公司# 注册资本1亿 36氪获悉，天眼查App显示，近日，灵机壹动（上海）科技有限公司成立，法定代表人为周骏麟，注册资本1亿人民币，经营范围包括电子元器件与机电组件设备制造、人工智能硬件销售、人工智能应用软件开发、软件开发等。股东信息显示，该公司由上海机电、浙江灵巧智能科技有限公司共同持股。 新产品： 腾讯云发布WorkBuddy企业版 36氪获悉，6月5日，腾讯云在京召开AI产业应用大会，腾讯正式发布WorkBuddy企业版（WorkBuddy Enterprise）及办公智能体套件Agent Suite。WorkBuddy企业版及办公智能体套件，是行业内首套“AI原生组织进化解决方案”。作...

Union Investment - UniEuroRenta (UI3R.SG) 最新股票消息和頭條新聞 Yahoo 財經

Hitachi, Ltd. and Intel Corporation Announce Strategic Collaboration to Accelerate Ai Transformation Across Key Industries marketscreener.com

It’s hard to believe that we’re now just days away from the biggest IPO to touchdown on the public markets. It’s T-minus seven days until the big moment, and it feels like there’s no stopping the massive rush of market orders before day one. If space-based (orbital) data centers weren’t enough to get you excited ... Days Before Its IPO, SpaceX Just Got FAA Approval On a New Product That Could Change Space Forever

运动休闲服饰零售商Lululemon Athletica股价周五暴跌13%，此前该公司以面临逆风为由下调了全年盈利和收入预期，同时当季业绩指引也低于市场预期。 Lululemon目前预计2026财年全年每股收益将在10.95美元至11.15美元之间，显著低于此前预期的12.10美元至12.30美元。全年收入预期下调至110亿美元至111.5亿美元，而此前的预测为113.5亿美元至115亿美元。 更令市场担忧的是公司对当前季度的展望。Lululemon预计第二季度每股收益仅为1.76美元至1.81美元，远低于分析师普遍预期的2.68美元。第二季度收入预计在24.5亿美元至24.8亿美元之间，同样不及华尔街预期的26亿美元。 尽管第一季度业绩略超预期——每股收益1.69美元（预期1.68美元），收入24.7亿美元（预期24.3亿美元）——但公司管理层在财报电话会议上坦承面临多重挑战。临时联席首席执行官兼首席财务官Meghan Frank表示，公司正在经历销售放缓趋势，主流及社交媒体上关于品牌的负面评论激增，已对客流量和整体收入造成冲击。她同时承认，部分新品上市表现未达预期。 数据显示，Lululemon在核心市场的疲软态势仍在延续。第一季度美洲区净收入下降3%，同店销售额下滑5%。与此同时，国际市场表现亮眼，净收入增长22%，其中中国大陆市场同店销售额实现了20%的增长。 今年以来，Lululemon股价已累计下跌约40%。公司正面临北美消费支出疲软、来自Alo Yoga和Vuori等新兴品牌的竞争加剧，以及管理层交接等多重压力。新任首席执行官Heidi O’Neill将于9月正式履新。 责任编辑：张俊 SF065

The Guardian’s picture editors select photographs from around the world Continue reading...

Shoppers turning to online options also affects BHF, which has carried out review of retail arm The British Heart Foundation is to close about 150 shops and cut jobs, as rising costs and the shift to online shopping makes about a quarter of the charity’s high street locations commercially unsustainable. The charity carried out a review of its retail arm, which employs almost 3,700 staff, after net profit across its 640 UK stores plunged from £18.8m in 2024 to £3.6m in the year to 31 March 2025. Continue reading...

AI Sales Generate Record Revenue for Broadcom Yahoo Finance Singapore