市场是同步指标，不是预测指标 87岁的杰里米·格兰桑（Jeremy Grantham），刚刚出版了一本回忆录，书名叫《"永久空头"的自白：在短视的世界里做长期投资》（The Making of a Permabear: The Perils of Long-Term Investing in a Short-Term World）。 " 永久空头 " ，这个标签带着几分自嘲。 毕竟格兰桑可不是真正的永久空头，他只是善于识别泡沫且喜欢大声喊出来。 他曾经识别并押注反对 1989 年的日本泡沫、 2000 年的互联网泡沫、 2008 年前的房地产狂热，每一次都在被嘲笑了相当长的时间之后，被历史证明是对的。 不参与泡沫的代价一度很大。互联网泡沫期间，他创立的 GMO 资产规模从 300 亿美元跌到 200 亿，而同行从 300 亿涨到了 500 亿。那些在泡沫最高点离开他的客户，一个都没有回来。 但泡沫破灭之后的四年， GMO 从 200 亿增长到 1650 亿。 这本书由他与金融史学家爱德华 · 钱塞勒共同写就。钱塞勒研究过几百年的金融投机史，两个人合写，一个用亲历提供素材，一个用历史提供刻度。 在最新与 Breakingviews 主编彼得 · 塔尔 · 拉森的这场对话里，格兰桑的判断和以往一样直接：我们现在就在泡沫里。 对话时的背景，标普 500 不断创新高， SpaceX 刚刚以 1.77 万亿美元估值定价，募资 750 亿美元即将上市，将成为史上最大 IPO ，基金经理们都争先恐后想要挤进去…… 格兰桑承认，这次泡沫和以往不一样。 2022 年市场已经开始下跌，照历史经验本可以把这轮走完。但 ChatGPT 打断了这个过程。 AI 带来的资本开支浪潮足够真实，托住了 " 七巨头 " 的盈利，也在某种程度上托住了整体经济。 这是事实。但他更关注的点在于，这些利润能维持多久？ 格兰桑的分析从垄断开始。 过去十年 " 七巨头 " 的超高利润率，本质上来自各自守着互不侵犯的垄断领地。而 AI 把这个格局打破了。 七家极具狼性的公司现在同时冲进同一个战场，砸下巨额资本开支，争抢同一个王座。 “ 历史上有哪个市场，所有主要玩家能同时赚取暴利？ ” 格兰桑叩问的方式还是很犀利。 就目前泡沫状况而言，他认为唯一可比的是铁路。技术是真实的，世界也确实被改变了，但投铁路的人大多数亏...

供需错配 2026年6月，电子产业链最不起眼的基础元器件MLCC（片式多层陶瓷电容器），正迎来近十年最强的涨价周期。 自 2月下旬启动行情以来，MLCC现货价格普遍上涨15%-20%，AI服务器用高容产品涨幅更是达到50%-60%，部分稀缺型号价格直接翻倍。 村田、太阳诱电、三星电机等全球头部厂商集体调价，高端产线稼动率突破90%，紧缺订单交期延长至4个月。 这不是一轮简单的库存反弹，而是 AI算力革命与新能源汽车升级共同驱动的产业级拐点。 涨价潮全面蔓延 本轮 MLCC涨价始于渠道补库，随后快速传导至原厂端，呈现出 “高端领涨、全线上行” 的特征。 2022年至2026年2月，MLCC行业经历了长达四年的去库存周期，渠道商普遍采取“零库存”策略，不敢囤货。 进入 2026年2月下旬，随着AI服务器订单爆发和新能源车需求回暖，渠道商判断价格拐点已至，策略从去库存转为补库存，优先囤积高容值、高价值的稀缺型号，直接引发现货市场抢货。 截至 5月底，普通标准品现货价格上涨15%-20%，AI服务器用10μF、20μF等高容产品平均涨幅达50%-60%，部分特殊型号价格翻倍。 原厂端的调价紧随其后，且力度不断加大： 3月下旬，村田宣布四大系列电感涨价15%-35%，被国巨收购的基美同步上调钽电容价格20%，这是基美一年内第三次涨价； 4月25日，日本第二大MLCC厂商太阳诱电宣布全系列产品涨价，其中车规、服务器用高容产品上调10%-30%，消费级标准品上调6%-13%； 5月底，台系厂商华新科技跟进，电感涨价10%，消费类MLCC涨价5%-15%； 进入 6月，三星电机已通知代理商暂停报价，市场普遍预计其将在近期对全产品线同步调价，台系和大陆厂商将在两周至一个月内跟进。 涨价的背后，是头部厂商产能的全面拉满。 目前村田高端车规、服务器产线稼动率已达 95%，接近满载，综合稼动率约88%；三星电机高容服务器产线稼动率90%以上，平均稼动率85%；太阳诱电高端产品稼动率同样突破90%。 大陆厂商方面，三环集团高容产线稼动率超 90%，综合稼动率86%；风华高科车规产品占比近15%，整体稼动率82%，较2025年同期提升7个百分点。部分紧缺订单的交期已从正常的6-8周延长至4个月，供需紧张态势可见一斑。 库存层面的低位运行，为涨价提供了坚实基础。当前渠道商库存仅为 1 到 1.5...

Diogo Jota's widow urges Scotland captain Andrew Robertson to carry his former Liverpool team-mate "in your heart" when he plays at the World Cup.

Igor Suka/E+ via Getty Images Ooma ( OOMA ) is one of the cloud-based communication technology companies I have been following for a while alongside the likes of RingCentral and 8x8 ( EGHT ). As a business, OOMA provides VoIP-based communication services and products for residentials and businesses, as well as the likes of enterprise UCaaS (unified-communication-as-a-service) platforms. It generates revenue through subscription fees for its services and the sale of its communication hardware. Overall, share performance has been rather underwhelming since the IPO in 2015. Having traded around $11 per share around its IPO time and gone through a quite volatile, yet upward journey to reach an all-time high of $24 in mid-2021, the stock experienced a significant downtrend to reach almost $7 per share just two years ago. Nonetheless, OOMA appears to have seen some rebound and then positive momentum as of late, rallying roughly 29% from a 1-year standpoint, driven by around 54% share appreciation just YTD. Currently, OOMA trades around $17 per share. I initiate my coverage with a buy rating. My 1-year price target analysis suggests that OOMA could reach a 16.5% share price upside within the next twelve months. Financial Reviews As of its latest quarterly release in Q1 2027, overall operational fundamentals appear to have been solid, which may have explained the recent momentum. company presentation To start with, OOMA saw a revenue growth of 25% YoY to $81 million in Q1, a solid performance overall. More importantly, the growth was boosted by core subscriptions and services, which are a recurring and therefore a high-quality revenue stream, in my opinion. The raised revenue guidance for FY 2027, further, supports an overall view of a sustained demand outlook. company presentation Bottom-line performance is also equally solid, in my opinion. I believe the fact that OOMA has been able to maintain a subscription gross margin at a rather steady 72% in the past two years sugge...

Astera Labs Insider Sold Shares Worth $3,551,679, According to a Recent SEC Filing Moomoo

In this article LLY BMY MRK PFE UTHR RDW XBI Follow your favorite stocks CREATE FREE ACCOUNT The highly anticipated SpaceX mega-IPO is part of a space frenzy that is moving beyond satellite connectivity, launch vehicles, and aerospace defense to the pharmaceutical sector. A growing number of companies are heading to lower Earth orbit to make medicines in zero gravity. The range of commercial opportunities is expanding as foundational aerospace industries set the necessary infrastructure. Morgan Stanley predicts the space economy could surpass $1 trillion by 2040 , and while industries from semiconductors to fiber-optic cables stand to benefit, medicine could see the most immediate disruption. Last year, space and defense technology company Redw ire formed a dedicated subsidiary, SpaceMD, to commercialize pharmaceutical products developed in space. It has spent years developing orbital bioprinting but sees its most commercial opportunity in creating ways to administer drugs to patients. The most successful technology is the PIL-BOX, a new drug formulation technology, SpaceMD CEO John Vellinger told CNBC. SpaceMD has already flown 54 PIL-BOX units – specialized, automated micro-laboratories designed to crystallize proteins in orbit – and has tested 37 drug compounds, he said. "We've worked with Eli Lilly , Bristol Myers Squibb , other pharma companies, and we've shown them these new crystal forms, and they want to continue to bring us new drug candidates," Vellinger said. Why are drugs being made in space? On Earth, pharmaceutical formulation is constantly disrupted by gravity via mechanisms like sedimentation, where heavy particles sink to the bottom of a test tube, and convection, where hot fluids rise and cold fluids sink. In space, the absence of gravity means that scientists can grow more uniform and higher-quality crystals, said Phil Williams, professor of biophysics at the University of Nottingham. Crystals grown in low Earth orbit are therefore more predictabl...

Sirius XM Holdings ( SIRI ) will replace Masimo ( MASI ) in the S&P MidCap 400 effective prior to the opening of trading on Thursday, June 11. S&P 500 & 100 constituent Danaher Corp. ( DHR ) is acquiring Masimo in a deal expected to be completed soon pending final conditions. Sirius XM Holdings ( SIRI ) rose 3.7% in extended trading on Monday. More on Sirius XM Holdings Inc. Sirius XM: Time To Take Some Profit Sirius XM Holdings Inc. (SIRI) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript Sirius XM Holdings Inc. (SIRI) Q1 2026 Earnings Call Transcript iHeartMedia falls on report that talks with Sirius XM have stalled Mid-Cap communication services stocks ranked by quant ratings after earnings season

Amazon.com, Inc. $AMZN Shares Purchased by Blue Bell Private Wealth Management LLC MarketBeat

小米集團－Ｗ(01810)出現大手買入24.02萬股，成交價$27.32，涉資656.226萬 AASTOCKS.com

小米集團－Ｗ(01810)出現大手買入24.02萬股，成交價$27.32，涉資656.226萬 aastocks.com

格隆汇6月9日｜中邮证券研报指出，华策影视内容主业储备丰富，看好算力业务持续业绩兑现。2025年归母净利润1.91亿元，同比下滑21.36%；2026Q1归母净利润0.81亿元，同比下降11.78%。优质内容集中释放带动25年业绩高增，26Q1项目节奏放缓拖累短期表现。考虑到行业供给修复仍需时间，政策红利向业绩端传导存在一定滞后性，基于审慎假设，适度下调公司2026~2028年营业收入为30.24/33.49/36.54（新预测）亿元。但公司积极拓展算力服务等高附加值业务，叠加费用管控持续优化，预计将推动整体利润率稳步提升，上调公司2026~2028年归母净利润预测至3.51/4.08/4.72（新预测）亿元，对应EPS为0.19/0.22/0.25元。按2026年6月5日收盘价计算，对应PE为40/34/30倍，维持“买入”评级。

格隆汇6月9日｜港股新消费概念股沪上阿姨(2589.HK)拉升大涨超12%。

PM Modi inaugurates Micron Technology’s Semiconductor plant at Sanand in Gujarat News On AIR

騰訊控股(00700)出現大手買入2.22萬股，成交價$457.6，涉資1.016千萬 AASTOCKS.com

騰訊控股(00700)出現大手買入2.03萬股，成交價$457.8，涉資929.334萬 AASTOCKS.com

騰訊控股(00700)出現大手買入2.03萬股，成交價$457.8，涉資929.334萬 aastocks.com

騰訊控股(00700)出現大手買入2.22萬股，成交價$457.6，涉資1.016千萬 aastocks.com

第五艘卡塔尔液化天然气油轮已离开霍尔木兹海峡。

海关总署9日发布数据显示，今年前5个月，我国货物贸易进出口总值20.68万亿元，同比增速继续上行至15.3%，较前4个月加快0.4个百分点。其中，5月单月进出口4.45万亿元，同比增速较上月扩大2.7个百分点至16.9%。对于我国外贸表现，海关总署统计分析司司长吕大良用“延续稳定增长”来评价。他说，今年以来，在元首外交战略引领下，我国积极深化和全球经贸伙伴的务实合作，为国际经贸运行注入稳定力量。截至5月，月度进出口已连续3个月超过4万亿元，保持良好运行态势。（新华社）

Alphabet Inc. $GOOG Stake Lowered by Act Two Investors LLC MarketBeat

NVIDIA Corporation $NVDA Shares Bought by Allstate Corp MarketBeat

Annis Gardner Whiting Capital Advisors LLC Buys 7,993 Shares of NVIDIA Corporation $NVDA MarketBeat

Allstate Corp Grows Holdings in Amazon.com, Inc. $AMZN MarketBeat

Arnhold LLC Reduces Stock Position in Amazon.com, Inc. $AMZN MarketBeat

NVIDIA (NVDA) Stock Rebounds to $208 in 2026 — AI Partnerships & Earnings Power Growth FXLeaders

全市场超3300只个股上涨，超百股涨停。 6月9日，四大股指集体收涨，上证指数报收4010.03点，涨1.28%，深成指报收15268.71点，涨3.02%，创业板指报收3961.75点，涨3.93%，科创综指报收2029.96点，涨3.82%。 盘面上，半导体、算力硬件产业链大幅反弹，掀涨停潮；稀土永磁、光纤概念、固态电池板块活跃，锂矿概念走强。油气、煤炭、白酒、房地产、零售板块走低。 具体来看，存储芯片概念股强势反弹，沪硅产业、利和兴等多股涨停。 下跌方面，石油板块跌幅明显，通源石油、中国石油等多股跌逾5%。 沪深两市成交额2.64万亿，较上一个交易日缩量1524亿。盘面上，市场热点快速轮动，全市场超3300只个股上涨，超百股涨停。