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How Chinese drink chains are testing the limits of soft power

SCMP 📅 06/06 00:01
Makeda George steps out of a Mixue store in downtown Brooklyn, New York, clutching a bubble tea as she weaves through a crowd of teenagers. The local resident says she had been eager to try the brand after noticing a surge of new outlets opening in recent months. “I decided to try the bubble tea. It was good,” she said, adding that she did not know it was a Chinese drink chain but figured it was A...

克利夫兰联储行长认为就业报告显示劳动力市场趋于平衡

新浪 📅 06/06 00:01
克利夫兰联储行长贝丝·哈马克表示,鉴于劳动力市场似乎处于平衡状态,很快可能适合上调利率。 “虽然我不会过度解读任何单一数据,但今天的就业报告再次表明,劳动力市场似乎大致处于平衡状态,”哈马克在意外强劲的5月就业报告公布后于社交媒体发文称。她还表示,维持在4.3%的失业率“基本符合我对充分就业的定义”。 哈马克表示:“就目前而言,鉴于经济前景存在不确定性,维持利率不变是合理的。但如果近期趋势持续,或...

Can AI and Robotics Revive Tesla? ETFs Worth Considering

Yahoo 📅 06/06 00:01 TSLA.O
A renewed focus on AI and robotics is reshaping Tesla's investment story. Here are a few Tesla-heavy ETFs that are worth considering.

Form 13F ODDO BHF ASSET MANAGEMENT SAS For: 5 June

Investing 📅 06/06 00:00

Kefi Gold and Copper schedules AGM for June 30

Investing 📅 06/06 00:00

Airbus in limbo over early launch of larger A220, sources say

Investing 📅 06/06 00:00

Wall St slides as chip stocks fall, jobs data fuels hawkish Fed fears - Reuters

Reuters 📅 06/06 00:00
Wall St slides as chip stocks fall, jobs data fuels hawkish Fed fears Reuters

Private credit boom cools as lending, flows slow sharply

Investing 📅 06/06 00:00

Why Xerox (XRX) Shares Are Sliding Today - TradingView

Google 📅 06/06 00:00 MU.O
Why Xerox (XRX) Shares Are Sliding Today TradingView

Form 6K DR REDDYS LABORATORIES LTD For: 5 June

Investing 📅 06/06 00:00

Sweden stocks lower at close of trade; OMX Stockholm 30 down 0.60%

Investing 📅 06/06 00:00

VTG: New Bond Fund From Vanguard

Seeking Alpha 📅 06/06 00:00
J. Michael Jones/iStock Editorial via Getty Images Thesis Vanguard is an asset management powerhouse, and as of late, they have been rolling out a number of generic funds with very low expense ratios to capture allocation flows. The Vanguard Total Treasury ETF ( VTG ) is such a name. The ETF was IPO-ed fairly recently, namely in mid-2025. By ETF standards, that is very new. In today's article, we ...

Form S-3ASR Southern For: 5 June

Investing 📅 06/06 00:00

AI infrastructure is multi-tiered, and HDDs are central to scaling AI, WD shares

SCMP 📅 06/06 00:00
[The content of this article has been produced by our advertising partner.] AI has long been caught in a paradox: AI workloads demand high performance storage, long associated with flash, but scaling at AI levels with all-flash is prohibitively expensive. Hard disk drives (HDDs), on the other hand, already store the majority of AI data cost-effectively at scale. They are the proven, cost-effective...

Finland stocks lower at close of trade; OMX Helsinki 25 down 1.12%

Investing 📅 06/06 00:00

Fifa expanding AI use at World Cup to reduce amount of abuse seen by players

The Guardian 📅 06/06 00:00
Social media protection service offered by Fifa English FA yet to confirm whether it will use service Fifa will expand the use of AI at the World Cup to reduce the amount of abusive messages that teams and players are exposed to on social media. World football’s governing body introduced a social media protection service after the 2022 World Cup in Qatar and has offered its moderation element for ...

How skeptical should investors be of these mega-IPOs?

Yahoo 📅 06/06 00:00 GOOG.O
As markets (^DJI, ^IXIC, ^GSPC) prepare for the public launch of SpaceX (SPAX.PVT) on June 12, should investors be skeptical of these mega-IPOs expected to sweep Wall Street? 9i Capital Group founder and CEO Kevin Thompson cites the circular investing occurring between Big Tech names and these pre-IPO companies — SpaceX, OpenAI (OPAI.PVT), Anthropic (ANTH.PVT). OpenAI and Anthropic have also filed...

Here's How Much the Estimated 2027 Social Security COLA Could Add to the Average 62-Year-Old's Benefit

The Motley Fool 📅 06/06 00:00
You signed up for Social Security this year, and you're already feeling the pinch from rising inflation. Your checks may not go as far as you expected, forcing you to fall back on your personal savings or a job to cover the rest. The 2027 Social Security cost-of-living adjustment (COLA) coming your way in January may make your life a bit easier. But even though it's expected to be an above-average...

Bank of Canada Still Set To Lean Dovish

Seeking Alpha 📅 06/06 00:00
JulieAlexK/iStock via Getty Images By James Knightley & Francesco Pesole Inflation and jobs data don't justify hawkish shift At the April Bank of Canada policy meeting, officials struck a dovish tone, saying they were prepared to "look through the war’s immediate impact on inflation." Assuming a relatively swift conclusion to the conflict, "a policy rate close to current settings looks appropriate...

[中邮证券][京东方A]“1+4+N+生态链”战略发展

东方财富 📅 06/06 00:00 9618.HK
股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 000725 京东方A “1+4+N+生态链”战略发展 买入 首次 光学光电子 null

[中邮证券][东鹏饮料]补水啦战略升级,回购彰显公司信心

东方财富 📅 06/06 00:00
股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 605499 东鹏饮料 补水啦战略升级,回购彰显公司信心 买入 维持 饮料乳品 null

[中邮证券][菲沃泰]以纳米“膜”力赋能AI时代

东方财富 📅 06/06 00:00
股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 688371 菲沃泰 以纳米“膜”力赋能AI时代 买入 首次 电子化学品Ⅱ null

[东吴证券]AIDC电源系列02:SOFC主电源逻辑明朗,产业加速步入上行期

东方财富 📅 06/06 00:00
SOFC系统成本的34%左右,其中约48%为电池本体,连接体(金属双极板)/密封件/端板分别占比约6.4%/4.7%/8.4%; BE引领电解质方案步入商业化浪潮,三类方案本质殊途同归:SOFC技术路线可按照支撑体形式分为电解质/电极(主要为阳极)/金属支撑体三大类。其中电解质已步入大规模商用,龙头为BE,市场份额可达60-70%。 具体来看:1)电解质支撑体SOFC以厚电解质层换取电池刚性强度,...

[中国医药企业管理协会]医药工业发展形势及“十五五”展望

东方财富 📅 06/06 00:00
产业政策 2024年国务院常务会议审议通过《全链条支持创新药发展实施方案》,各部门、各地积极跟进;启动创新药物研发国家科技重大专项; 《国民经济和社会发展第十五个五年规划纲要》,培育壮大新兴支柱产业(生物医药)和未来产业(生物制造)。 医改政策 医保局、卫健委《支持创新药高质量发展的若干措施》 医保谈判持续推进以及商保创新药目录;第11批集采政策及1-8批集采药品接续采购政策优化; 药品价格治理:...

[华源证券][天华新能]氢氧化锂龙头,深度绑定大客户,锂资源加速布局

东方财富 📅 06/06 00:00
股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 300390 天华新能 氢氧化锂龙头,深度绑定大客户,锂资源加速布局 买入 首次 5.700 14.13 6.400 12.58 电池 null

[华源证券][赛英电子]功率半导体器件部件“小巨人”,受益于特高压和智算中心等下游多场景共振

东方财富 📅 06/06 00:00
股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 920181 赛英电子 功率半导体器件部件“小巨人”,受益于特高压和智算中心等下游多场景共振 增持 首次 2.300 46.66 3.050 35.19 半导体 null

[信达证券]专题报告:地缘反复下的资产分化

东方财富 📅 06/06 00:00
高油价已推升多个经济体通胀率。自美伊战争爆发以来,几经反复,截止6月初,冲突已僵持三个月,且双方尚未达成协议。在过去这段时间里,霍尔木兹海峡的航运通行量也持续处于低位,国际原油价格也一直处于高位运行,并通过能源成本传导至全球各经济体的通胀。除日本外,美国、欧洲、英国、加拿大的能源通胀均高于核心和整体通胀。这表明由于地缘政治引发的油价长期偏离基准中枢,已经对全球多个经济体的物价造成了较强的输入型通胀...

[华源证券]商业航天周报:SpaceX更新招股书,商业航天蓄势待发

东方财富 📅 06/06 00:00 700.HKTSLA.OAMZN.O
投资要点: 1.投资要点 1.1.SpaceX以1.77万亿美元估值冲刺纳斯达克,全箭复用叙事重塑商业航天估值锚。6月3日,SpaceX向美国证券交易委员会(SEC)递交的最新S-1/A招股说明书增补文件,SpaceX将于6月11日锁定IPO发行价,并于6月12日在纳斯达克交易所正式挂牌上市,股票代码定为“SPCX”。招股书披露,SpaceX本次计划发行约5.556亿股ClassA普通股,预计发行...

[东吴证券]2026年5月美国非农就业数据点评:5月非农:为夏季的“世界杯经济”预热

东方财富 📅 06/06 00:00
核心观点:5月美国非农就业再次大超预期,行业结构、居民端就业和失业结构数据健康;前值显著上修,带动3个月均就业增长达到2024年4月以来新高。其中,世界杯赛事拉动休闲餐旅行业就业增长,是本月就业数据的一大亮点。近期美国经济数据超预期的频次显著上升,5月市场对美国经济走向过热的概率预期上升。展望看,我们预计世界杯期间,赛事经济和旅游外需对美国服务业的提振,将带动美国经济阶段性过热,这意味着未来1-2...

[华源证券]海外核电行业点评:铀价重启上涨,核电产业链迎来三重催化

东方财富 📅 06/06 00:00 AMZN.O
投资要点: 5月铀长协价格创2009年以来新高,反映的是核燃料供需格局的持续收紧。6月初天然铀现货价格上涨至86.25美元/磅,而5月长协价格进一步升至94美元/磅,创2009年以来新高。我们认为,相较于短期现货价格波动,更值得关注的是长协价格持续上行所反映出的公用事业公司采购意愿增强。历史经验显示,核电运营商往往会在预期未来供应趋紧时提前锁定长期合同,而长协价格的持续上涨或意味着全球核燃料市场正...
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