格隆汇6月9日｜伊以局势缓和，石油主题LOF今日大幅回调，嘉实原油LOF、原油LOF易方达、南方原油LOF均跌超7%，石油基金LOF、华宝油气LOF双双跌超4%，全球油气能源LOF跌超3%。

国防部新闻发言人张晓刚大校6月9日下午就近期涉军问题发布消息。记者：据报道，国防部长董军近期应邀访问南非。请问发言人如何评价中南（非）两军关系？张晓刚：此次董军部长应邀访问南非，是中国国防部长时隔12年再次访问，与南非国防和退伍军人部部长举行会谈，就持续深化全方位务实合作达成共识。“同志加兄弟”是中南关系的本色。中南两军将在两国元首战略引领下，加强战略沟通，完善机制建设，开展专业交流，深化教育培训，打造全球南方国家军事合作典范。（国防部）

Stop Sleeping on NVDA's IV Rank at 37 Moomoo

格隆汇6月9日｜上证指数收涨1.28%，收复4000点；创业板指大涨3.93%。半导体、算力硬件产业链大幅反弹，硅片、PCB、晶圆、光刻机方向领涨；锂矿、人形机器人、稀土永磁、光伏、AI应用概念股活跃。煤炭、油气板块走弱。 今日半导体、通信TMT、科创新材料、亚太跨境科技板块全线暴力拉升，半导体产业链成为全场绝对领涨主线，5G、港股科技同步走强： 半导体全产业链板块：中韩半导体ETF华泰柏瑞（513310）大涨9.99%，涨停领涨全市场，科创半导体ETF华夏（588170）上涨8.37%，半导体设备ETF国泰（159516）上涨8.23%，半导体设备ETF招商（561980）上涨6.71%，半导体材料、设备、跨境芯片题材集体爆发。科创高端材料板块：科创新材料ETF博时（588010）上涨7.47%，科创新材料赛道同步跟涨。通信&5G&TMT板块：5GETF博时（159811）上涨6.18%，通信ETF国泰（515880）上涨5.87%，TMTETF景顺（512220）上涨5.74%，通信设备、5G、全赛道科技传媒通信品种同步走高。跨境海外科技板块：亚太精选ETF南方（159687）上涨7.31%，港股通信息技术ETF华宝（159131）上涨5.77%，亚太、港股科技跨境T+0品种大幅上行。 今日油气、煤炭能源周期板块集体深度回调，红利、央企宽基小幅走弱，资源周期赛道成为盘面主要拖累： 海外油气&国内能源煤炭板块：标普油气ETF富国（513350）大跌6.48%领跌全市场，能源化工ETF建信（159981）下跌3.14%，能源ETF汇添富（159930）下跌2.82%，能源ETF广发（159945）下跌2.72%，石油ETF鹏华（159697）下跌2.34%，煤炭ETF国泰（515220）下跌2.09%，油气ETF汇添富（159309）下跌1.98%，石油ETF国泰（561360）下跌1.49%，海外油气、A股石油煤炭周期资源全线重挫。央企红利宽基板块：央企共赢ETF国泰（517090）下跌1.09%，港股红利低波ETF景顺（159569）下跌0.96%，高股息红利、央企宽基小幅调整。

最新数据显示，伊拉克与阿联酋高度依赖波斯湾航运，两国正加快推进输油管道扩建计划，以此弥补霍尔木兹海峡停运造成的运力缺口。 上周，伊拉克内阁批准方案，提速通过库尔德斯坦 — 土耳其管道网络的原油出口。该管道现有日输送量为 22 万桶，扩建后将增至 77 万桶，运力提升两倍以上。 这条运输线路经库尔德斯坦地区，连通土耳其地中海沿岸的杰伊汉港，可作为备选运输通道。世界银行数据显示，2025 年石油产业占伊拉克实际国内生产总值的 53%，石油经济对该国至关重要。该管道满负荷运转后，将有效缓解伊拉克的经济压力。 经济情报机构量化立方提供的数据显示，受地理区位限制、过度依赖霍尔木兹海峡影响，自战事爆发以来，伊拉克整体出口业务近乎停滞。 量化立方科技的监测指标统计了驶离伊拉克和阿联酋港口船舶的载重吨位，以此估算船舶所载货物的重量。 量化立方公司高级经济学家艾伦・勒芒南在接受美国消费者新闻与商业频道采访时表示：“伊拉克的处境要复杂得多，因为该国绝大部分（甚至全部）石油都需经霍尔木兹海峡外运。” 伊拉克于 5 月 16 日召开新闻发布会称，该国 4 月经霍尔木兹海峡出口石油 1000 万桶，而战前这一数值为 9300 万桶。 与此同时，阿布扎比正加快建设通往富查伊拉的全新东西向输油管道，力求提升石油出口能力，绕开霍尔木兹海峡这一航运咽喉。 该项目预计 2027 年投入使用，届时阿布扎比国家石油公司的石油出口能力将提升一倍。 5 月 15 日，阿布扎比王储要求加快这条管道的建设进度，以应对全球不断增长的能源需求。 阿联酋仍可通过其他港口出口石油，这在一定程度上缓解了霍尔木兹海峡停运带来的冲击。 勒芒南补充道：“受地理位置限制，且无法改换运输线路，伊拉克的处境明显比阿联酋和沙特阿拉伯更为艰难。” “阿联酋坐拥富查伊拉港口。即便该港口在冲突中受损，理论上其现有基础设施与运油船只，仍可支撑大规模石油出口。” 不过，现有的替代运输线路也并非高枕无忧。沙特东西输油管道在 4 月遭到袭击，富查伊拉港口也多次受到伊朗无人机攻击，导致原油出口码头的装油作业被迫中断。 国际能源署指出，沙特连接波斯湾沿岸炼油设施与红海出口枢纽的东西输油管道，以及阿联酋通往富查伊拉港的输油管道，合计日输油能力约为 350 万至 550 万桶。而沙特方面在 3 月称，其管道当前日输油量可达 700 万桶。 但即便两条管道全力...

MU Earnings Vol Crush — The Calendar Trade Moomoo

约70亿元服务业发展资金重点支持加快培育消费新增长点 中央财政一项专项转移支付将延期三年，以支持服务业发展，促进消费。 近日，财政部 商务部公开了修订后的《服务业发展资金管理办法》（下称《新办法》），明确了服务业发展资金实施期限至2028年。而根据此前的老办法（财建【2023】9号文），这笔资金在2025年到期。显然，根据财政部、商务部等评估后，这笔专项转移支付延期三年至2028年。 所谓服务业发展资金，是指通过中央财政安排的，立足畅通国内大循环和实施扩大内需战略，主要用于支持现代商贸流通和现代服务业发展及促进消费的专项转移支付。财政部数据显示，2025年服务业发展资金规模约73亿元，而2026年这一资金预算数约69亿元。 第一财经记者对比2023年老办法与《新办法》发现，修订后的新办法对服务业发展资金支持范围作出调整，侧重促进消费。 根据《新办法》列出的三项服务业发展资金支持范围，排在首位的是加快培育消费新增长点。这主要包括促进服务消费提质惠民、激发下沉市场消费活力、推动人工智能等新兴技术在消费领域的普及应用等。相比于老办法相关条款，这是一个新提法，体现了这笔资金支出重点正在调整。 今年1月底，国务院办公厅关于印发《加快培育服务消费新增长点工作方案》（下称《方案》），要求聚焦交通服务、家政服务、网络视听服务、旅居服务、汽车后市场服务、入境消费等重点领域，和演出服务、体育赛事服务、情绪体验式服务潜力领域，加快培育服务消费新增长点，促进服务消费提质惠民，为经济高质量发展提供有力支撑。 为此上述《方案》在强化财政支持上，要求统筹利用现有资金渠道支持发展服务消费、培育服务消费新增长点。显然，今年约70亿元服务业发展资金将重点支持培育服务消费新增长点。 在财政收支矛盾较大的当下，各地为了推动当地经济社会发展，都会积极争取服务业发展资金，而这笔资金分配方法备受地方关注。此次《新办法》对于这笔资金中引导地方统筹推进服务业优质高效发展的支持事项分配方法（因素法），做出了调整。 根据《新办法》，上述测算因素和权重包括服务业发展及相关工作开展情况（权重60%左右），预算执行与资金管理使用情况（权重30%左右），地区倾斜（权重10%）等。这不同于此前的老办法中相关测算因素和权重，即工作基础权重20%，发展指标权重30%，绩效考核结果或资金使用情况权重30%，其他相关因素权重20%。 另...

Formosa Chemicals & Fiber enters semiconductor supply chain Taiwan News

格隆汇6月9日｜德国DAX30指数跌0.24%，英国富时100指数跌0.28%，法国CAC40指数跌0.24%，欧洲斯托克50指数涨0.01%，西班牙IBEX35指数涨0.16%，意大利富时MIB指数涨0.18%。

格隆汇6月9日｜A股三大指数今日集体走高，截至收盘，上证指数涨1.28%报4010点，深证成指涨3.02%，创业板指涨3.93%，科创50指数涨4.17%。全市场成交额2.67万亿元，较前一交易日缩量1567亿元，超3300股上涨。 盘面上，玻纤制造板块走高，中国巨石、山东药玻等多股涨停；MLCC板块走强，利和兴等多股涨停；全球70%PPE树脂供应中断，PCB板块爆发，生益科技等十余股涨停；半导体设备、中芯概念、存储芯片板块活跃，富创精密、沪硅产业等多股20CM涨停；CPO概念拉升，天通股份涨停；蓝宝石、碳化硅及氦气概念等涨幅居前。另外，油气股走低，通源石油跌逾9%；煤炭股走弱，大有能源跌停；白酒、啤酒股震荡下行，金徽酒领跌；退税商店、肉鸡养殖及零售等板块跌幅居前。(格隆汇)

格隆汇6月9日丨国内商品期货多数收跌，焦煤跌超6%，燃料油跌超4%，BR橡胶、多晶硅跌超3%，原油、工业硅、烧碱、苯乙烯跌超2%。涨幅方面，碳酸锂、集运欧线涨超3%，氧化铝涨超2%，生猪、鸡蛋、淀粉涨超1%。

格隆汇6月9日丨日月光投控5月销售额630.3亿元台币，同比增长28.6%。

欧洲主要股指开盘多数下跌，欧洲斯托克50指数涨0.01%，英国富时100指数跌0.27%，法国CAC40指数跌0.24%，德国DAX指数跌0.23%。

Editor's note: Seeking Alpha is proud to welcome Income Retriever as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » Kirpal Kooner/iStock via Getty Images Investment Thesis NexPoint Residential Trust ( NXRT ) is currently trading well below its peers with a discount of around 40% to the NAV and a P/FFO of around 9-10x. Recent management presentations on the REITweek 2026 continue to show a substantial gap between market price and underlying asset value, supporting the view of a persistent NAV discount. While the pipeline of new completions in Sunbelt will decrease starting from 2026 onwards, NXRT's focus on the Value-Add program continues to deliver double-digit returns for newly purchased properties or existing ones. At the same time, NXRT is a highly cyclical REIT, since the current supply in Sunbelt is high, as well as the interest costs. But at least the supply of new apartments is decreasing in a meaningful way from 2026 to 2028. Due to the fact that the company mainly relies on floating interest rates and their hedging expires this year, leasing spreads are increasingly under pressure. So, the valuation discounts reflect these upcoming structural risks, but they also indicate a significant rerating potential. Sector and Company Overview NXRT is, for me, one of the most interesting but also one of the riskiest stocks in the Sunbelt residential market. The company owns 36 Class B properties with 13,305 units in different regions like South Florida or Las Vegas. Supported by strong employment growth, migration trends, and the affordability advantage over Class A properties, NXRT's structural position in the Sunbelt remains intact, although there currently is a significant surplus of housing in the region. With an average rent of 1.485 USD per unit and 93.5% occupancy, the operati...

William Barton/iStock Editorial via Getty Images GSK ( GSK ) has agreed to acquire U.S. biopharmaceutical company Nuvalent ( NUVL ) in a deal valued at approximately $10.6B. Under the agreement, GSK will launch a tender offer within ten business days to acquire all outstanding Nuvalent Class A and Class B shares for $124 per share in cash, representing a 40% premium to Nuvalent's closing price on Monday and a 26% premium to its 30-day volume-weighted average price. After accounting for Nuvalent's cash balance, GSK expects its net investment in the transaction to be approximately $9.4B (£7.1B). The acquisition adds three lung cancer assets to GSK's oncology pipeline, including late-stage investigational therapies zidesamtinib and neladalkib, which target ROS1- and ALK-positive non-small cell lung cancer (NSCLC), respectively. Both candidates are currently under FDA review, with potential U.S. approvals expected in 2026. GSK said the acquisition aligns with its strategy of acquiring companies with validated drug targets and therapies that address efficacy and tolerability limitations of existing treatments. The company expects the deal to be accretive to sales and core operating profit in 2027 and to core EPS by 2029, including anticipated synergies and portfolio optimization benefits. There is no change to GSK’s 2026 full-year guidance range of 7-9% core operating profit and core EPS growth. GSK will account for the transaction as a business combination. GSK will also assume Nuvalent’s existing revenue-sharing arrangements of low-single-digit royalties payable to Royalty Pharma and Deerfield. More on GSK, Nuvalent GSK plc (GSK) Presents at Jefferies Global Healthcare Conference 2026 Transcript GSK plc (GSK) Discusses Bepirovirsen Phase III Data and Advances in Hepatitis B Treatment Transcript GSK plc (GSK) Discusses Bepirovirsen Phase III Data and Advances in Hepatitis B Treatment - Slideshow GSK in talks to buy Nuvalent for over $9B - report Three studies used to ju...

Amazon (AMZN) Stock; Holds Steady but Weakens as $10B Canada Bond Deal Fuels Debt Streak CoinCentral

ETF收盘涨跌不一，科创新材料ETF（589180）领涨11.49%，中韩半导体ETF（513310）涨9.99%，半导体设备ETF（560780）涨8.39%，标普油气ETF（513350）领跌6.48%，标普油气ETF（159518）跌5.49%，能源化工ETF（159981）跌3.14%。

格隆汇6月9日｜中邮证券研报指出，昆仑万维业绩高增延续，短剧、AI贡献新增量。2025年归母净利润-15.93亿元，同比减亏0.13%。2026Q1归母净利润-8.87亿元，同比增长15.34%。展望后续，随着Opera主业稳健增长、短剧业务收入规模扩大，以及AI相关产品逐步实现商业化落地，公司前期投入的边际拖累有望逐步减弱，整体盈利能力具备修复空间。AI业务进入商业兑现阶段，多模型能力突破有望加速价值释放。受益于前瞻布局及领先技术水平，公司业务有望持续高速增长，按6月5日收盘价测算，对应PE分别为938/421/160倍，维持“增持”评级。

期货收评：截止收盘，国内期货主力合约跌多涨少，焦煤跌超6%，燃料油跌超4%，焦炭、合成橡胶跌近4%，多晶硅跌超3%，低硫燃料油、原油跌近3%，工业硅跌超2%。涨幅方面，集运欧线、碳酸锂涨超3%，氧化铝涨超2%，生猪、鸡蛋、淀粉涨超1%，原木涨近1%。

Bogdan Nicolaescu/iStock via Getty Images There's no sugarcoating it. Wall St. and I saw potential in Here Group ( HERE ), but the market isn't waiting for the IP flywheel —even with the JV with Enlight Media announced a few quarters ago. To date, the call has been a clear miss. But is it still worth pursuing this triple-digit upside even with the market trading it as an ' IP fad '? I mean, Here Group may not become a Pop Mart ( PMRTY ) like many people were imagining, but at this point they're trading at very low multiples and sitting on $97 million in cash. And remember, Here develops the largest chunk of its IPs in-house. No risk of paying a lot of money for licensing like Funko ( FNKO ) and other pop toy makers. But look, I'm not saying the double-digit dip after earnings was irrational. The company cut its guidance by ~25%, WAKUKU lost sales momentum (-20% quarter-over-quarter), and XIAO AO (my hope in the last article co-authored by Chinese star Wang Yibo) didn't make that much of a difference in the end. Is there any angle to reach that triple-digit upside (~225% to $5.80) that Wall Street is aiming for? Seeking Alpha Maybe the Rubble Isn't So Bad After All First of all, I think it's fair to say that this isn't the weakest quarter since QuantaSing became Here Group. Even so, I think it was the most disappointing of them all. As you can see, revenue was RMB 164.7 million, ~7.1% lower than the last quarter. Since the transformation into pure-play pop-toys happened in Q4 FY 2025, we don't yet have good comparisons. Earnings Presentation Even so, Q3 FY 2026 was the second-best quarter in terms of sales. And that was probably expected, since they continued expanding pop-up stores across China (including new robotic vending terminals) and partnerships like the one with MINISO ( MNSO ). But I think what weighed most heavily here was WAKUKU's sales falling to RMB 102.4 million. There are a few ways to look at this. For example, while WAKUKU (flagship IP) weakened, SI...

A股三大指数今日集体上涨，截至收盘，上证指数收涨1.28%，深证成指涨3.02%，创业板指涨3.93%，北证50涨1.64%，科创50指数涨4.17%。全市场成交额26667亿元，较上日成交额缩量1567亿元，全市场超3300只个股上涨。板块题材上，电子化学品、半导体、存储芯片、元件、PCB概念、能源金属板块涨幅居前；油气开采及服务、煤炭开采加工、白酒、电机、房地产、零售板块跌幅居前。盘面上，半导体板块爆发，全天震荡走高，沪硅产业、宏微科技、富创精密、杰华特等十余股涨停，上海合晶、江丰电子、有研硅涨幅居前。PCB概念板块亦表现强势，同宇新材、利和兴、金安国纪、生益科技、中材科技等二十余股收获涨停，南亚新材、容大感光、国际复材涨幅居前。能源金属板块午后快速拉升，盛新锂能、博迁新材涨停，永兴材料、赣锋锂业、融捷股份纷纷上扬。油气开采及服务板块全天低迷，通源石油、潜能恒信、中曼石油领跌板块。煤炭开采加工板块亦表现疲软，大有能源跌停，郑州煤电、安泰集团、陕西黑猫跟跌。

After helping to shock Italy in the playoffs, the Bosnia and Herzegovina captain is out to upset co-hosts Canada in their opening match on Friday “Sometimes there is an end for all of us, maybe mine is coming soon,” says Edin Dzeko, though first there is the small matter of captaining Bosnia and Herzegovina at only their second World Cup, lessons learned. “When I was 17, 18, people were telling me: ‘Experience is something you get by playing for so many years,’” he says, screwing up his face a little, “when you think like a 17-year-old.” A smile unravels on Dzeko’s face. “But when you arrive at this age you know experience is fundamental.” When he was sold by the Sarajevo-based Zeljeznicar to the Czech team Teplice as a teenager, few envisaged him forging an elite career that has taken him to Europe’s best leagues and the biggest stages in the game. He is one of seven fortysomethings who could feature at the tournament this summer, along with Cristiano Ronaldo and Luka Modric and, just like those two, inevitably much of the intrigue in Dzeko is rooted in longevity. To cut to the chase, what are the secrets to his success? Continue reading...

The batter is primed to take advantage of the home T20 tournament – she is determined to create memories for the nation Given how composed Alice Capsey has recently looked in an England shirt, it’s hard to imagine her getting nervous – but with only days to go until England’s World Cup opener on Friday against Sri Lanka, she admits she is struggling. “I doubt I’ll sleep very well [on Thursday],” she says. “I think it might take me a little while to wind down and switch off from all the nerves and excitement.” Capsey has been through a lot since she first came to public attention five years ago at the age of 16 by scoring a blazing half-century at Lord’s in the Women’s Hundred: this will be her fourth World Cup. But she is acutely aware that a home tournament brings pressure on a whole different scale. “This is a once-in-a-career opportunity,” she says. “We’ve got an amazing opportunity as a team to create some really special memories, not only as a group, but for the nation.” Continue reading...

Sources say much delayed Dip is close to sign-off but only after some of the Labour government’s worst infighting Cabinet relations have been left badly damaged by the protracted row over the defence investment plan (Dip), according to Whitehall sources who say the standoff has led to some of the worst infighting since Labour took power. Ministers are putting the final touches on the plan, which is expected to be published in the coming weeks after departments agreed to cut their capital budgets by about 1% to pay for additional military spending. Continue reading...

From Curaçao and Cape Verde to Morocco and Turkey, fans reflect Dutch city where loyalties are shared, not divided Three hours before their team’s opening World Cup match on 14 June, about 4,000 football fans are expected to pack into a giant former concrete grain store in Rotterdam that is one of the Dutch city’s best-known nightclub venues. However, the flags will be blue, not orange, and the aroma of arros moro will fill the air as the room pulsates to the beat of conga drums and ritmo kombina . The Maassilo has been booked to host the watch party for Curaçao, the least populous country to qualify for the World Cup and a constituent nation of the Kingdom of the Netherlands. Many Dutch supporters will be cheering along with them. All but two of Curaçao’s squad were born in the Netherlands; 12 of them play for clubs in the Eredivisie or the second-tier Keuken Kampioen Divisie. The team are managed by the longtime Dutch coach Dick Advocaat. The Dutch king and queen are planning to attend at least one of the Blue Wave’s group matches. Continue reading...

His toxic Henry Nowak intervention fits a pattern. Vance has hard-right views, a disdain for European society – and he may yet become president Immigration is falling in Britain . It’s falling so fast and so hard – net migration to the UK nearly halved between 2024 and 2025 – that before long we could conceivably be a shrinking population , with more people leaving the country than coming here. (And no, that’s not because of an exodus of bright young Britons fleeing overseas, though you wouldn’t blame them given how hard they’re finding it currently to get jobs: the rise, as the Institute for Government’s Sam Freedman helpfully points out , is mainly in foreign students and foreign workers going home.) Even small-boat crossings are down on last year. We have, in short, finally made ourselves as unattractive to the rest of the world as leave voters always wanted – which means that, sooner or later, populists who built their careers on railing against supposedly uncontrolled immigration are going to be needing another scapegoat to explain why taking back control hasn’t magically solved all the country’s problems. And with a grim inevitability, they’re finding it in turning on migrants who are already here. That’s the background to two hand grenades lobbed aggressively into British politics from across the Atlantic last week, causing enough concern in Downing Street to prompt a rare public rebuke. The claim from the US vice-president, JD Vance, that “righteous anger” was “ the only response ” to the murder of 18-year-old Henry Nowak would have been provocative enough, given its pointed echo of Nigel Farage’s now widely condemned call for “ pure, cold rage ”. Continue reading...