记者9日从国家发展改革委国家信息中心了解到，5月份，线下消费支付金额同比增长2.4%，增速较上月提高0.7个百分点，消费市场活力迸发；人工智能、人形机器人等前沿领域资本投资金额同比增长约5倍，产业发展向新向智，新兴产业拔节生长。线下消费大数据显示，5月份，线下消费支付金额同比增长2.4%。其中，商品消费、服务消费同比分别增长3.3%、1.2%，较4月分别提高0.6、0.8个百分点。分品类看，电子商品、餐饮服务、交通服务类消费增速较快，分别为9.7%、5.4%、4.8%。反映中小型商户活力的“收钱吧”实体商业活力指数为80.7，较4月增长1.9%，连续3个月回暖，其中商户经营健康指数、消费者活力指数较4月分别增长2.1%、1.6%。“得益于以旧换新补贴、促进服务消费等系列政策，叠加‘五一’假日消费带动，内需扩容势能稳步积蓄，商品、服务消费继续协同回暖，电子、餐饮、出行等重点消费板块表现亮眼，国内消费市场保持向好态势。”国家发展改革委国家信息中心大数据发展部副研究员邢玉冠说。5月份，人工智能、人形机器人等前沿领域的资本投资金额同比增长约5倍，算力、数据、网络等领域的基础设施项目中标金额同比增长106.9%。从产业看，5月份，半导体企业经营热度同比增长8.7%，增速较4月提高7.6个百分点；战略性新兴产业相关专利授权量同比增长19.7%，增速较4月提高2.2个百分点。(新华社)

企业必须从“临时救火”“点对点”的应对逻辑，转向一套覆盖全周期的防御体系——事前多源头预警，事中把握48小时黄金处置期，事后完成结构化复盘与组织学习 当前，地缘政治持续重塑，宏观经济波动加剧，抖音、微信公众号等现代媒介时刻将企业的一举一动置于公众审视下——危机早已不再是“黑天鹅”，而成为与企业日常经营相伴而行的常态背景。然而，现实中多数企业的风险管理工作，长期被管理层忽视，一是缺乏提前量的长远布局；二是未形成大争议解决视野下的危机思考与处理模式。 《哈佛商业评论》刊登的一份Ian I. Mitroff等人的研究指出，约3/4的《财富》500强公司，仅擅长应对自身曾经经历过的灾难类型。这也印证了绝大多数企业并未提前建立风控预警与危机管理系统。而那些真正做了万全准备的公司，财务表现更稳健，声誉更具韧性，生存周期也更长。这组对照揭示：极限压力之下暴露出的“组织失灵”与“应对失措”，其破坏力往往远超危机事件本身，足以在极短时间内将一家原本估值可观的企业推向倒闭清算。 推荐进入 财新数据库 ，可随时查阅宏观经济、股票债券、公司人物，财经数据尽在掌握。

氢能作为国家明确的未来产业，2026年热度持续攀升，政策与产业落地同步提速。截至2026年3月底，全国建成在建可再生能源制氢产能规模超过100万吨/年，其中，建成投运超25万吨/年，较2024年底增长超1倍。政策端，3月三部门启动氢能综合应用试点，目标2030年终端用氢价降至25元/千克以下。FCVC2026氢能大会（6月10日—12日）将至，行业关注度再升温。绿氢规模化、重卡等多场景渗透加速，氢能正从示范走向规模化发展关键期。企查查数据显示，我国现有超8600件氢能相关专利，2025年全年，我国累计申请1314件氢能相关专利，创近五年氢能相关专利申请量新高。截至6月9日，2026年我国已申请204件氢能相关专利。企业存量方面，截至2026年6月9日，我国现存3986家氢能相关企业。区域分布上，华东地区最多，占比34.0%，其次是华北地区，占比20.5%。（人民财讯）

据美国“阿克西奥斯新闻网（Axios）”当地时间6月8日报道，美国总统特朗普在接受其采访时称，他曾警告以色列总理内塔尼亚胡：“如果与伊朗再开战，以色列可能陷入孤立无援的境地。”特朗普在采访中称，中东有5个国家曾致电请他施压内塔尼亚胡停止军事行动。报道援引美国官员的话称，当地时间6月7日晚、也就是伊朗向以色列发射导弹后，特朗普与内塔尼亚胡通话，要求他“不要采取报复行动”。(CCTV国际时讯)

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中韩半导体ETF(513310)触及涨停，韩国综合指数涨幅达8.18%，溢价率为19.35%，成交额101.03亿元，近1月份额增加5400.00万份，该基金支持T+0交易。

Robert Way Apollo ( APO ) and Blackstone ( BX ) have finalized a $35B private credit financing package for AI startup Anthropic ( ANTHRO ), the Financial Times reported. This, one of the largest private credit financing deal will fund Anthropic's ( ANTHRO ) purchase of AI chips developed by Alphabet ( GOOG ). A special-purpose vehicle established by Apollo's ( APO ) Atlas SP Partners raised both debt and equity capital, with the transaction backed by long-term lease agreements tied to the AI chips. Those lease payments provide the cash flows supporting the value of the financing, the report added, citing people familiar with the matter. The project, dubbed 'Big Sky,' divided the financing into three debt tranches, with Broadcom ( AVGO ) providing support for interest payments on the two senior portions. Broadcom ( AVGO ), which manufactures Google's ( GOOG ) tensor processing units or TPUs, agreed to cover interest obligations if Anthropic ( ANTHRO ) misses a payment, significantly lowering borrowing costs. The senior debt included about $6B of A1 notes sold to banks at a spread of 1 percentage point above U.S. Treasuries and $24B placed with asset-backed credit investors at a 5.75% yield. The remaining $4.5B junior tranche, which lacks Broadcom's ( AVGO ) backing and therefore carries greater exposure to Anthropic's ( ANTHRO ) credit risk, was priced at an 8.5% interest rate. Investors in the junior debt also received an original issue discount, purchasing the notes at 98 to 99 cents on the dollar depending on size. Investors evaluating the deal were not granted early access to Anthropic's ( ANTHRO ) financial information ahead of a potential IPO, according to the report. More on Apollo Global Management, Blackstone, etc. Anthropic: A Strong Buy And Not As Expensive As Many Think Apollo Global Is Attractive Despite Private Credit Headlines 5 Things To Consider Ahead Of Anthropic's IPO OpenAI confidentially files draft IPO to SEC one week after Anthropic OpenAI want...

Mesut Dogan/iStock Editorial via Getty Images Oracle Corp. ( ORCL ) is set to report Q4 and full-year fiscal 2026 earnings on Wednesday, June 10, with analysts expecting another strong quarter of cloud-led growth. Analysts expect Q4 revenues of $19.1 billion, up 20% year-on-year. For the full year, revenues are projected to grow 17% to $67.3 billion, driven by continued momentum in the software maker’s Cloud Services offerings. Visible Alpha consensus shows continued strength in the company’s AI-driven backlog expansion, which is expected to support the outlook. Remaining performance obligations (RPO), a key gauge of contracted future revenue, are estimated at $600 billion for the full year, up 335% from last year, reflecting robust AI-related demand from large enterprise customers. Cloud has become the centerpiece of Oracle’s business. Analysts expect cloud revenue to climb 39% to $34.1 billion in 2026, accounting for roughly 51% of total sales. That marks a decisive shift from a decade ago, when Oracle was largely defined by its on-premise database business. As recently as last year, cloud contributed 43% of revenue; analysts now project that by 2030 the share could reach as high as 86%, transforming Oracle into a predominantly recurring, infrastructure-driven business. Within cloud, infrastructure-as-a-service (IaaS) is emerging as the standout performer. Oracle has positioned its cloud infrastructure as a lower-cost, high-performance alternative for enterprise AI workloads, competing with hyperscale leaders. IAAS revenues are projected to be up 76% in 2026 to $18 billion, while software-as-a-service (SaaS) revenue is forecast to rise by a relatively modest 12% to $15.9 billion. Original Post Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors.

Mesut Dogan/iStock Editorial via Getty Images Oracle Corp. ( ORCL ) is set to report Q4 and full-year fiscal 2026 earnings on Wednesday, June 10, with analysts expecting another strong quarter of cloud-led growth. Analysts expect Q4 revenues of $19.1 billion, up 20% year-on-year. For the full year, revenues are projected to grow 17% to $67.3 billion, driven by continued momentum in the software maker’s Cloud Services offerings. Visible Alpha consensus shows continued strength in the company’s AI-driven backlog expansion, which is expected to support the outlook. Remaining performance obligations (RPO), a key gauge of contracted future revenue, are estimated at $600 billion for the full year, up 335% from last year, reflecting robust AI-related demand from large enterprise customers. Cloud has become the centerpiece of Oracle’s business. Analysts expect cloud revenue to climb 39% to $34.1 billion in 2026, accounting for roughly 51% of total sales. That marks a decisive shift from a decade ago, when Oracle was largely defined by its on-premise database business. As recently as last year, cloud contributed 43% of revenue; analysts now project that by 2030 the share could reach as high as 86%, transforming Oracle into a predominantly recurring, infrastructure-driven business. Within cloud, infrastructure-as-a-service (IaaS) is emerging as the standout performer. Oracle has positioned its cloud infrastructure as a lower-cost, high-performance alternative for enterprise AI workloads, competing with hyperscale leaders. IAAS revenues are projected to be up 76% in 2026 to $18 billion, while software-as-a-service (SaaS) revenue is forecast to rise by a relatively modest 12% to $15.9 billion. Original Post Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors.

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格隆汇6月9日｜东吴证券研报指出，比音勒芬盈利有望底部修复，高管及董事增持彰显信心。2024年、2025年公司营收同比增长、归母净利润同比下滑，主要系公司逆势投入建设品牌。从盈利指标来看，2025年归母净利润率为历史最低水平。2024、2025年存货周转天数分别为324、352天，处于2019年以来偏低水平，说明公司运营情况较为稳健健康。伴随Q1服装消费整体回暖，公司业绩实现显著修复，同时基于前期费用投放逐步释放效果，盈利水平基本企稳。经过2024、2025年主品牌及新品牌逆势投入，26Q1业绩有所回暖，且盈利水平企稳，结合管理层增持体现发展信心，判断26年起公司运营有望步入恢复区间。维持“买入”评级。

designer491/iStock via Getty Images Fund Commentary The first quarter was defined less by realized macroeconomic outcomes than by a reassessment of risks. Economic momentum entering the quarter was reasonably constructive, and published consensus estimates for trend-like global growth and manageable inflation largely remained intact by quarter-end. However, sentiment shifted as the Iran war moved into its second month, biasing expectations toward weaker growth and higher inflation. The effective closure of the Strait of Hormuz disrupted the flow of a meaningful share of global commodity supply, including oil, natural gas, fertilizers, and other inputs. While strategic stockpiles provided a buffer, each day without a definitive path to resolution increased the risk of supply depletion and a more pronounced global energy shock. The potential economic implications varied across regions, with net energy importers in Europe and Asia facing greater scrutiny than the U.S. Oil futures pointed to a baseline scenario of easing tensions, consistent with expectations for a manageable global economic impact. Still, mixed headlines exiting the quarter tempered confidence that a resolution was imminent, leaving investors to contemplate the risk of a more prolonged disruption. While it remained too early to assess the conflict's impact in economic data, central bank expectations responded more rapidly during the quarter. Futures markets now price multiple rate hikes this year from both the Bank of England and the European Central Bank. Markets also dialed back easing expectations from the U.S. Federal Reserve, shifting from two cuts to a hold this year. Despite a strong start, a challenging March led to weak 1Q financial market returns. Global equities declined 3%, while fixed income returns were slightly negative with headwinds from both rates and credit spreads. Brent crude oil prices surged above $100 per barrel, leaving the energy sector as the standout winner in the equity spa...

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企查查APP显示，近日，广东科恒稀土新材料有限公司成立，经营范围包含：稀土功能材料销售；新材料技术研发；半导体器件专用设备销售；半导体器件专用设备制造等。企查查股权穿透显示，该公司由科恒股份全资持股。（人民财讯）

(RTTNews) - U.S. construction trade group Associated Builders and Contractors or ABC announced that it has partnered with Facebook-parent Meta Platforms, Inc. (META) to launch a $115 million workforce training program aimed at addressing a shortage of data center construction tec

格隆汇6月9日｜自伊朗爆发战争以来，德国工业生产首次实现增长，这为欧洲最大经济体正在经受能源价格飙升冲击带来了希望。德国统计局周二公布的数据显示，4月份工业产出环比增长0.4%，主要受建筑业拉动。3月份的数据经过向上修正，目前显示为小幅下降0.1%，而非初步报告的下降0.7%。与此同时，4月份的出口和进口均出人意料地出现增长。这些数据与此前更为悲观的数字形成对比。那些数据表明，即便在中东战事的全部冲击显现之前，德国经济就已存在潜在疲软。周一的数据显示，4月份工厂订单降幅超过预期，汽车行业和电气设备领域出现明显下滑。

格隆汇6月9日｜日经225指数收涨2.17%，报65416.63点。

6月9日，第九届中国—亚欧博览会新闻发布会在北京举办。商务部欧亚司副司长张栋介绍了接下来商务部将整体推进中国—中亚经贸合作的措施。一是加强发展战略对接。我们将推动共建“一带一路”倡议同中亚各国发展战略对接，落实好与中亚各国签署的政府间经贸合作规划，探讨建立贸易投资自由化便利化制度性安排，推动构建更紧密的经济伙伴关系。二是推动贸易提质增效。我们将继续巩固能源、矿产等大宗商品贸易，支持中亚各国积极参加“共享大市场 出口中国”系列活动，扩大对华出口非资源商品和农产品。拓展服务贸易、数字贸易、跨境电商等新业态，加快中国—中亚贸易畅通合作平台建设，打造中国—中亚贸易新的增长点。三是持续深化产供链合作。我们将加强绿色矿产合作，推进“探产供储销”全产业链协同。深化新能源、数字经济、人工智能、装备制造、现代农业等领域合作，促进贸易投资一体化发展。我们将用好中国—中亚股权投资合作基金等投融资工具，助力中亚国家产业升级，共同打造可持续、有韧性、更畅通的区域产供链体系。(澎湃新闻)

华海清科自主研发的国内首台510*515mm尺寸全自动板级CMP量产装备Master-P510APEX成功获得先进封装领域重要客户订单，将按计划进入客户端产线投入量产应用。公司表示，该装备将成为国内首台进入产线的国产全自动板级CMP装备，为我国先进封装乃至半导体产业自主可控补齐关键一环。此次突破也是华海清科CMP装备技术从晶圆级向板级延伸的重要里程碑。(人民财讯)

格隆汇6月9日｜内存芯片制造商引领韩国股市反弹，韩国综合指数收涨8.18%报8096.93点，创5月21日以来最大单日涨幅。三星电子收涨近9%，SK海力士收涨近16%。

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韦德布什证券（Wedbush Securities）最新报告称，英伟达的Grace Blackwell系统（包括GB300和B300）的需求还在持续高涨，因为一些客户表示这些产品越来越难采购。“自Ampere/Hopper以来，我们不记得英伟达加速器周期后期出现过如此严重的供应紧张状况，这一结果表明需求增长速度比之前预期的要快。”他们写道。韦德布什还补充称，尽管供应限制，尤其是内存方面的供应限制，仍然是造成供货问题的主要原因，但就目前的供应链定位而言，英伟达“在整个技术生态系统中处于最佳地位”。(蓝鲸新闻)