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机构论后市丨聚焦“科技轮动+防御配置”均衡布局策略;AI硬件小幅震荡后或占优

第一财经 📅 06/07 18:20
A股后市怎么走?看看机构怎么说。 沪指本周累计跌1%,深证成指跌1.67%,创业板指跌1.98%,科创综指跌2.18%。A股后市怎么走?看看机构怎么说: ①中国银河证券:聚焦“科技轮动+防御配置”均衡布局策略 中国银河证券认为,聚焦“科技轮动+防御配置”均衡布局策略。关注一,受益于产品涨价及业绩修复逻辑的方向,重点布局基础化工、石油石化、有色金属(小金属)、建筑材料、钢铁板块等。关注二,重视防御性...

Lab-grown aging eye model reveals early AMD markers in weeks - Medical Xpress

Google 📅 06/07 18:20 AMD.O
Lab-grown aging eye model reveals early AMD markers in weeks Medical Xpress

BA boss warns costly aviation taxes and rail tickets are stunting UK growth

The Guardian 📅 06/07 18:19
UK lagging behind rivals on tourism growth because of travel costs and lack of joined-up planning, says CEO Sean Doyle The cost of travel to and around the UK is keeping millions of tourists away and slowing economic growth, the boss of British Airways said, as he urged a rethink of aviation taxes. The airline’s chief executive, Sean Doyle, said the UK had some of the highest aviation taxes in the...

The Anthropic IPO Could Make These 5 AI Stocks Unexpected Winners - The Motley Fool

Google 📅 06/07 18:19 ALAB.O
The Anthropic IPO Could Make These 5 AI Stocks Unexpected Winners The Motley Fool

US Supreme Court poised to rule on gun laws and transgender athletes

Investing 📅 06/07 18:18

Hilarious or a nightmare? Exhibition displays the worst album covers ever

The Guardian 📅 06/07 18:17
Museum hosts the collection of Steve Goldman, who buys records based on the sheer awfulness of the sleeve “It is like the invasion of the bunny body snatchers,” says JT Thompson, the former lead singer of the 1970s US rock band Peter Rabbitt, as he looks at what is regarded as one of the world’s worst record covers. The 1979 album Roadstar shows all five members of the California rock band with th...

中信证券:接下来霍尔木兹海峡通航是A股非AI板块转机的临界点

格隆汇 📅 06/07 18:16
格隆汇6月7日|中信证券最新A股策略报告指出,市场情绪降温后,科技、周期、金融和消费板块各自有各自的驱动逻辑和节奏。科技:国产链看长鑫上市、北美链看Anthropic的ARR(年度经常性收入);周期:供需双弱、上下游博弈激烈,破局点还靠美伊停战和海峡通航;金融:关键转折点是大资金的减持进程,指数走弱后卖压或减小;消费:CPI交易大概率滞后于PPI交易,而目前PPI交易受阻未完成。AI板块有其自身的...

A 5.54 Percent KOSPI Crash Became a 12 Percent KF Disaster – Here’s Why the Closed-End Wrapper Doubled the Damage

Yahoo 📅 06/07 18:15 AVGO.O
A single share of The Korea Fund (NYSE:KF) was worth $74.49 on the close of June 4, 2026, and $65.53 the next afternoon, which works out to a 12% loss in one trading day. If you owned $50,000 of the fund on Thursday, you owned about $44,000 on Friday, and you watched it happen while ... A 5.54 Percent KOSPI Crash Became a 12 Percent KF Disaster – Here’s Why the Closed-End Wrapper Doubled the Damag...

格隆汇6月7日|据伊朗媒体Fars News,每艘通过霍尔木兹海峡的油轮将收取15万至200万美元的费用,部分船舶费用可能不是以现金支付,而是以商品或以物易物的形式进...

格隆汇 📅 06/07 18:15
格隆汇6月7日|据伊朗媒体Fars News,每艘通过霍尔木兹海峡的油轮将收取15万至200万美元的费用,部分船舶费用可能不是以现金支付,而是以商品或以物易物的形式进行。

3 Stocks Under $20 to Buy Before a Broader Market Rally

Marketbeat 📅 06/07 18:15
Market rotation into robotics, crypto infrastructure, AI data centers, and precious metals is creating opportunities in speculative stocks under $20, including SERV, BTBT, and CDE.

How Much More Could the 2027 Social Security COLA Put in Your Pocket?

Nasdaq 📅 06/07 18:14
Key PointsThe COLA amount is just the starting point. From that, taxes (for recipients who owe taxes on benefits) and Medicare Part B premiums must be deducted.

Petronas Seeks Access to Turkmenistan Gas Field, Bernama Says

Bloomberg 📅 06/07 18:13
Malaysia’s national petroleum company Petroliam Nasional Bhd is seeking access to a major gas field in Turkmenistan, Bernama reported , citing Prime Minister Anwar Ibrahim . A deal would require Anwar’s personal involvement in signing the agreement, but a trip to Turkmenistan may be politically tricky for the prime minister because of the upcoming state elections, according to the report. There is...

Explainer-How can retail investors buy shares in SpaceX’s IPO?

Investing 📅 06/07 18:12

Peru votes in tight presidential run-off in test of Latin America’s rightward shift

Investing 📅 06/07 18:12

Quality Municipals Income Trust (VKFOIX) 最新股票消息和頭條新聞 - Yahoo 財經

Yahoo 📅 06/07 18:10
Quality Municipals Income Trust (VKFOIX) 最新股票消息和頭條新聞 Yahoo 財經

OpenAI Readies ‘Superapp’ Pivot Ahead of Planned IPO, FT Reports

Bloomberg 📅 06/07 18:08 MSFT.OGOOG.OMETA.O
OpenAI is readying a major platform overhaul ahead of its highly anticipated IPO later this year to better compete with rivals such as Anthropic, the Financial Times reported. The San Francisco-based company plans to transform ChatGPT from a standard question-and-answer chatbot into a comprehensive “superapp,” with changes set to roll out in the coming weeks, the newspaper reported, citing current...

Pope Leo tells 1.2 million crowd in Madrid that God stands with the poor

CNBC 📅 06/07 18:08
Pope Leo XIV walks along Alcala Street during the Corpus Christi procession following the Holy Mass held in the Plaza de Cibeles in Madrid on June 7, 2026. Pope Leo XIV is visiting Spain June 6-12 with stops in Madrid, Barcelona, and the Canary Islands, where he will meet with migrants and organizations dedicated to helping them. Cesar Manso | Afp | Getty Images Over a million people filled the st...

AXAIM29 A (AXAIM29A.MX) 最新股票消息和頭條新聞 - Yahoo 財經

Yahoo 📅 06/07 18:08
AXAIM29 A (AXAIM29A.MX) 最新股票消息和頭條新聞 Yahoo 財經

格隆汇6月7日丨美股上市药企Incyte即将以高达20亿美元的价格收购一家专注于血液疾病治疗的生物技术公司。

格隆汇 📅 06/07 18:07
格隆汇6月7日丨美股上市药企Incyte即将以高达20亿美元的价格收购一家专注于血液疾病治疗的生物技术公司。

如何看待美股黑色星期五?如何影响A股?

格隆汇 📅 06/07 18:07
后续AI行情怎么看? 一、如何看待美股黑色星期五?调整的本质是什么? 6月5日美股上演“黑色星期五”,科技股遭遇大面积调整。背后的触发原因,一是美股AI芯片龙头博通业绩不及预期,二是美国强劲的非农数据推升流动性紧缩预期。 由于近年来,无论是宏观还是产业层面,都是海外变化更大,随着外部因素对A股行情节奏、结构的影响加深,市场也愈发关注此次美股调整对A股的传导。 此次美股的调整,看似是宏观和产业逻辑出...

强非农刺破FOMO,周五美股全面爆破

格隆汇 📅 06/07 18:07 AVGO.O
强非农给全市场来了一记重拳 纳指单日跌超4%,创下2025年4月以来最大单日跌幅;热门AI硬件链几乎全线爆破:迈威尔科技下跌16.74%,DRAM下跌15.08%,美光下跌13.25%,SOXX下跌10.44%,博通下跌7.92%,七姐妹ETF下跌3.78%。 这不是普通回调,而是 强非农给全市 场来了一记重拳。 强就业把市场对美联储的预期从“降息还能不能来”,直接推到“会不会重新加息”。利率预期...

US troops, families adjust to new normal of Iran war

Investing 📅 06/07 18:06

Is It Too Late To Consider AMD (AMD) After Its 301% One Year Surge?

Yahoo 📅 06/07 18:06 AMD.O
Wondering if Advanced Micro Devices at around US$466 per share still offers value after such a strong run, or if most of the upside is already priced in. The stock is down 9.6% over the past week, up 2.5% over the past month, and has returned 108.7% year to date and 301.4% over the past year, which naturally raises questions about how much risk you are now taking for each extra % of potential retu...

Is It Too Late To Consider AMD (AMD) After Its 301% One Year Surge? - Yahoo Finance

Google 📅 06/07 18:06 AMD.O
Is It Too Late To Consider AMD (AMD) After Its 301% One Year Surge? Yahoo Finance

Is Skyworks (SWKS) Quietly Recasting Its Investment Story Around AI Connectivity And Balance Sheet Precision?

Yahoo 📅 06/07 18:06 NVDA.O
In late May 2026, Skyworks Solutions announced a fixed‑income exchange offer involving US$850 million of 4.375% senior notes due 2029 and US$700 million of 3.375% senior notes due 2031, while also reporting second‑quarter fiscal 2026 results that exceeded expectations on the back of strong Broad Markets demand in WiFi, data center, and automotive. These updates, combined with management’s comments...

STXG30TEC EUR P (SXG95P.Z) 最新股票消息和頭條新聞 - Yahoo 財經

Yahoo 📅 06/07 18:06
STXG30TEC EUR P (SXG95P.Z) 最新股票消息和頭條新聞 Yahoo 財經

Here's Why I'm Strongly Considering Selling XRP

Nasdaq 📅 06/07 18:06
Key PointsThe XRP Ledger has succeeded in attracting various forms of capital to the network.

BTBD 10-K/A及美國證券交易委員會申報文件 - Yahoo 財經

Yahoo 📅 06/07 18:04
BTBD 10-K/A及美國證券交易委員會申報文件 Yahoo 財經

CareDx Highlights 39% Q1 Growth, Naveris Oncology Push at Jefferies

Nasdaq 📅 06/07 18:03
CareDx (NASDAQ:CDNA) executives outlined the company’s growth strategy, first-quarter performance and pipeline priorities during a presentation at the Jefferies Healthcare Conference, emphasizing transplant diagnostics, specialty oncology and digital workflow integration. John H

OpenAI's Next Big Bet Before IPO? - Microsoft (NASDAQ:MSFT) - Benzinga

Google 📅 06/07 18:03 MSFT.O
OpenAI's Next Big Bet Before IPO? - Microsoft (NASDAQ:MSFT) Benzinga
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