连接解决方案提供商迪进国际（Digi International， 纳斯达克 代码：DGII）公司周二宣布推出全新的Digi Remote Reach服务。这是一项点对点远程访问能力，面向使用Digi IX25及其他2026年发布蜂窝设备的Digi Remote Manager（DRM）订阅用户，无需额外付费。 与依赖厂商云服务中转流量的传统远程访问工具不同，Digi Remote Reach采用与实时互联网通话相同的点对点协议，在用户浏览器和目标设备之间建立直接的加密隧道。迪进国际仅负责初始握手，随后便退出连接，没有客户数据经过迪进的云服务器。这种架构使得连接速度更快、安全性更高，且完全由客户控制。 迪进国际产品副总裁Landon Reese表示：“以往的远程访问工具要求客户信任厂商的云服务、为这种信任支付溢价并接受随之而来的延迟。Digi Remote Reach一次性解决了这三个问题。点对点架构是我们的差异化优势，而且它已包含在DRM订阅中。” Digi Remote Reach是同类产品中唯一能在单一界面同时支持企业IT协议和工业OT连接的远程访问解决方案。IT团队可通过RDP、SSH、VNC等协议访问服务器、交换机等IT基础设施；OT团队则可通过串口/COM连接PLC、RTU、 HM I等工业现场设备。这使得原本需要为IT和OT环境分别使用不同工具的组织能够整合到统一平台上。 值得注意的是，提供类似远程访问功能的竞品通常要求用户购买高级订阅套餐，其费用可能是基础价格的两到三倍。而Digi Remote Reach对DRM订阅用户免费开放，其点对点架构不仅技术更优，而且因客户数据不依赖厂商服务器，无需通过定价来回收带宽或计算开销，因此更具经济性。 Digi Remote Reach的推出正值迪进国际产品创新势头强劲之际。近期，该公司还发布了多项安全、连接和人工智能解决方案，包括DRM与Digi Ventus Genesis获得SOC 2 Type 2认证、所有基于DAL OS的解决方案获得FIPS 140-3验证加密模块、集成eSIM支持、推出全新工业路由器系列Digi IX25，以及发布DANI MCP服务器——使迪进成为首家通过模型上下文协议原生集成Claude、Microsoft Copilot和ChatGPT等AI工具的物联网连接供应商。 责任编辑：...

Kenya’s central bank left its benchmark interest rate unchanged for the second time in a row, as it monitors the impact of the ongoing conflict in Iran on the economy. The monetary policy retained the key rate at 8.75%, Governor Kamau Thugge said in an emailed statement Tuesday. That matched the forecast of all six economists in a Bloomberg survey . “The conflict in the Middle East has disrupted global supply chains and led to a sharp increase in energy prices and transportation costs, resulting in higher inflation and moderated global growth prospects.,” Thugge said. The US-Israeli war on Iran has forced emerging-market central banks including Indonesia, Turkey and South Africa to either pause or reverse their monetary easing cycles as surging oil prices and renewed currency pressure spawn higher inflation. Prior to holding rates at its last MPC meeting in April, the Kenyan central bank had lowered borrowing costs on 10 consecutive occasions by a cumulative 425 basis points. The annual inflation rate in the East African nation jumped to 6.7% in May from 5.6% in April, because of higher fuel costs. Core inflation was 3.2% in May, compared with 2.8% in April, reflecting second round effects from higher gasoline prices. Price growth is now at the upper end of the 2.5% to 7.5% range that the central bank targets. Diesel costs in Kenya have jumped 40% and gasoline prices 20% since the start of war, sparking protests in which at least 12 people have died. The inflation rate is now likely to breach the central bank’s target band, to a three-year high. Still, the Kenyan shilling has remained stable and stuck in a narrow range against the dollar, while the nation holds sufficient foreign-exchange reserves to cover almost six months of imports. The Next Africa newsletter runs every weekday. Sign up here for the newsletter, and subscribe to the Next Africa podcast on Apple , Spotify or anywhere you listen .

核心要点 全球生活成本持续上涨，消费者愈发追求高性价比，推动 Vinted 近年实现爆发式增长。 该个人对个人二手交易平台支持用户转售闲置服饰、电子产品、家具等商品，近期估值突破 90 亿美元。 Vinted 高速发展、百亿美元级估值，引发市场猜测其或将启动规模空前的 IPO 上市计划。 Vinted 平台业务负责人周一向 CNBC 表示，随着二手循环消费习惯逐步养成，这家线上二手转售应用见证了消费者行为的结构性转变。 Vinted 是个人对个人二手交易平台，用户可出售闲置衣物、电子产品乃至家具等各类物品。受全球生活成本攀升、消费者追求性价比的趋势带动，平台近年发展迅猛。随着持续开拓更多欧洲国家市场，平台去年成交商品总价值同比增长近 50%。 Vinted 市场业务首席执行官亚当・杰伊在 CNBC 采访中表示：“消费市场正在向二手商品发生根本性转变，而且这一趋势将长期延续。早在本轮经济下行、生活成本危机与通胀升温之前，Vinted 就已保持稳健增长；即便在经济承压、民众收入承压阶段，平台增长势头依旧不减。” 此番表态发布之际，Vinted 于 4 月末完成一笔价值 8.8 亿欧元（折合 10.2 亿美元）的二手股权交易，这家立陶宛初创企业估值突破 90 亿美元。 Vinted 的飞速扩张与百亿美元估值，令市场高度猜测其即将启动一场规模盛大的 IPO。 不过企业自身现金流为正，还能在私募市场完成近 10 亿欧元融资，财务状况稳健，短期内并无紧迫上市压力。 公司管理层虽暗示未来有上市规划，但尚未给出明确时间表。杰伊称，公司对现有投资方团队十分满意，但拒绝透露潜在 IPO 的时间与上市地点。 本次由 EQT 领投的二手股权转让引入了施罗德资本、 贝莱德 等新机构投资者，同时贝莱德・吉福德等原有股东增持股份。 Vinted 当时表示，本次交易引入了可同时布局私募与公开市场的长期机构投资者，既能为原有股东与员工提供股权流动性，企业本身并未通过该笔交易募集新增一级市场资金。 业务拓展：跳出服饰品类、走出欧洲市场 市场研究机构环球数据（GlobalData）数据显示，线上二手服饰赛道增速迅猛，整体增速是电商大盘的两倍。 杰伊表示，二手市场能实现爆发增长，核心在于对买卖双方形成双赢格局。“消费者已经养成二手消费习惯，同时二手交易具备显著社会价值与气候环保价值，多重优势共同构成了 V...

Existing-home sales in the US accelerated to their fastest pace of the year in May, with contract closings rising to an annualized rate of 4.17 million. Mike McKee reports on "Bloomberg Open Interest." (Source: Bloomberg)

香港特区政府9日公布《香港企业财资中心发展行动计划》（简称“行动计划”），提出针对性策略，以加强香港成为跨国企业财资中心主要枢纽的实力，将香港打造为企业财资中心的主要基地，进一步强化香港“引进来、走出去”的平台功能。 行动计划由特区政府财经事务及库务局、税务局、香港金融管理局和投资推广署共同编制。该计划聚焦两大目标：一是吸引更多跨国企业在香港设立企业财资中心；二是协助已在港营运的企业财资中心扩大规模，充分利用香港完整的金融生态系统。 行动计划明确提出，鼓励来自世界各地的跨国企业集中在香港管理资金、配置资产和管控风险。重点措施包括：革新税制、持续扩展全面性避免双重课税协定网络、开展针对性推广、加强人才培训及业界沟通。 特区政府财经事务及库务局局长许正宇表示，在国家金融强国建设的大背景下，香港推动企业财资中心发展，是助力国家实施“十五五”规划纲要、积极参与国家扩大高水平对外开放的重要一环。 许正宇说，行动计划为企业财资中心业务在香港发展勾画清晰路线。财库局与相关政府部门和业界将紧密合作，积极落实。该计划有利于协助企业把握香港独特金融优势，使香港成为内地企业出海的“战略母港”和海外企业进入内地乃至亚洲市场的理想门户，同时进一步推动香港资产管理行业的发展。(新华社)

格隆汇6月9日｜沪银主力合约跌超3%，现报15829元/千克。沪金主力合约跌近1%，现报940.46元/克。

Apple expands child safety tools as social media bans grow The Mercury News

Key PointsTower Semi delivered a beat-and-raise quarter.

摩根士丹利 在周二发布的研报中表示， 苹果 全新推出的人工智能版Siri，在其海量存量设备上将使用受限，原因是老旧iPhone机型无法支撑高阶AI功能运行。 这家券商称，超8.5亿部iPhone连基础的苹果智能功能指令都无法执行，另有超13亿部iPhone无法使用新版Siri高阶功能。 本次姗姗来迟的Siri全面升级，是苹果周一全球开发者大会的核心亮点。这家全球市值最高的智能手机厂商寄望于该功能，以此追赶奥本人工智能的ChatGPT、 谷歌 的Gemini以及Anthropic的Claude等竞品。 摩根士丹利提醒，依托软件优势拉动硬件销售并非易事，尽管AI体验已是推动用户更换新机的主要因素之一。 根据苹果官网信息，人工智能版Siri仅支持iPhone 15 Pro、iPhone 15 Pro Max以及iPhone 16及后续机型。 券商指出，新版Siri及各类AI工具的使用瓶颈，主要在于芯片架构与内存。由于苹果智能功能高度依赖端侧运算，想要运行Siri高阶功能，设备必须配备12GB统一内存。 责任编辑：江学思

The fund is diversified and has been an excellent performer, highlighting the advantages of a closed-end structure.

NIO targets positive non-GAAP operating profit in 2026, backed by disciplined R&D spending, higher efficiency and plans to improve operating leverage.

Key PointsOpenAI's IPO is confidential for now, so we don't know what kind of valuation the company is seeking.

格隆汇6月9日｜NUVEI正洽谈以约27亿美元收购Payoneer。

Wigmore Hall, London The quartet communicated intimately and naturally in a programme of music by Shostakovich, Ravel and Stravinsky A hushed chord sustained by the second violin, viola and cello. Fragments of a melody played as a distant memory by the first violin, which reached slowly upwards to a final crystalline harmonic. Pizzicato, diminuendo, silence. In this captivating performance by the Danish String Quartet , stillness settled over the closing portion of Shostakovich ’s String Quartet No 3 in F Op 73 like heavy snow. Bow changes became impossibly seamless. The quartet’s silken tone appeared to exude eerily, disconnected from the basic friction of hair on string. Such quiet control was all the more striking in the wake of jagged, impassioned solo interjections, deeply incised octave unisons and phrases pursued as if the musicians’ survival depended on it. There was articulation so spiky it was percussive – all contact, no resonance – and passages that sounded symphonic in their velveteen richness. Yet there were also moments of polite levity and luminous classicism. The atmospheric gearshifts were sometimes imperceptibly gradual, sometimes violent, but rarely visible: beyond describing itself as “relatively bearded” , the Danish String Quartet is not an ensemble given to choreographed spectacle. Continue reading...

格隆汇6月9日｜美国5月份的现有住房销售加速，达到今年以来的最高水平，这为开局平淡的春季销售季注入了一剂乐观情绪。最新发布的数据显示，5月成屋销售年化月率录得3.2%，销售总数年化达到417万户。美国房产经纪协会NAR首席经济学家Lawrence Yu表示：“越来越多的美国人正在搬迁，房屋销售量已升至去年12月以来的最高水平。这对住房市场和经济来说都是好消息。”

SA analyst upgrades/downgrades: AVGO, CAKE, ADBE, CCJ MSN

(RTTNews) - A report released by the National Association of Realtors on Tuesday showed existing home sales in the U.S. spiked by much more than anticipated in the month of May.

核心要点 5 月成屋销量同比上涨 3.2%。 5 月成交成屋价格中位数为 429300 美元，同比上涨 1.3%。 5 月房屋待售库存环比上涨 3.3%，总量达 155 万套。 受 4 月抵押贷款利率小幅回落影响，美国 5 月二手房成交回暖，涨幅超出市场预期。 美国全国房地产经纪人协会（NAR）数据显示，经季节调整年化计算，5 月成屋成交量环比 4 月上涨 3.2%，折合年化 417 万套；经济学家此前预期涨幅不足 1%。同时销量同比去年上涨 3.2%，创下去年 12 月以来最高月度成交水平。 该统计口径以房屋过户交割为准，对应购房合同大多签订于 4 月。此前 3 月初受美伊冲突影响，房贷利率大幅飙升，4 月利率有所回落。 协会首席经济学家劳伦斯・云在公告中表示：“购房可负担性改善助推市场热度回升。尽管当前房贷利率较今年年初小幅走高，但仍低于去年同期，基本贴合长期历史均值。全美多数地区居民收入涨幅小幅跑赢房价涨幅。” 5 月房屋待售库存环比增加 3.3%，共计 155 万套，库存同比小幅上涨近 1%。按当前成交速度计算，库存去化周期为 4.5 个月；行业公认 6 个月库存是买卖供需均衡的标准线。 市场房源供给依旧偏紧，房价延续上涨态势。5 月成交成屋价格中位数 429300 美元，同比上涨 1.3%，创下历年 5 月房价新高。 劳伦斯・云补充道：“仅有 1% 的房屋交易涉及法拍房或资不抵债房产（房屋售价不足以覆盖剩余房贷），可见美国房主整体财务状况稳健。” 高端房源成交表现持续领跑市场：高端房源库存更充足，购房者对房贷利率波动敏感度更低。售价 100 万美元以上住宅销量同比上涨 11%；而 10 万至 25 万美元刚需住宅销量同比下滑 5%。 首次置业买家重回市场，成交占比升至 35%，高于 4 月的 33%、去年同期的 30%。房屋挂牌平均成交周期 29 天，较 3 月的 32 天有所缩短，但长于 2025 年 5 月的 27 天。全款购房交易占总成交量约四分之一，占比较去年小幅回落。 责任编辑：郭明煜

Mesut Dogan Oracle ( ORCL ) is expected to report a healthy fourth-quarter print on June 9, before markets open, with earnings seen climbing 15.3% Y/Y. The consensus EPS Estimate is $1.96 , while revenue is likely to jump around 20.1% Y/Y to $19.09B. The tech giant is expected to show strength in its cloud computing unit and a greater focus on return on invested capital, according to analysts at Citi . The brokerage sees in-line but accelerating IaaS growth this quarter. “While investor concerns linger on financing/execution of capacity buildouts, we believe ORCL remains on track to deliver one of the strongest revenue/EPS accelerations in tech as large AI contracts ramp,” Citi analyst Tyler Radke wrote in a note to clients. Meanwhile, BNP Paribas expects the company to increase its capital spending forecast. Stefan Slowinski, who has a $283 price target on Oracle, said that capex guidance for fiscal 2027 could be anywhere between $80B and $100B as the company accelerates the development of some Stargate campuses and spends additional money on Nvidia ( NVDA ) GPUs. The AI infrastructure business will likely remain front and center, Seeking Alpha analyst Justin Purohit noted. He believes investors’ key focus to be around capacity expansion, backlog conversion, and whether demand still continues to outpace supply. The analyst will also be watching out for the management’s commentary on its remaining performance obligations. “ORCL’s remaining performance obligations ballooned to over $500B previously, so from my lens, I’ll want clarity around how quickly that backlog can realistically convert into revenue,” Purohit noted. Over the last 3 months, EPS estimates have seen 20 upward revisions and 12 downward. Revenue estimates have seen 12 upward revisions and 15 downward, reflecting a neutral stance among analysts. Over the last 2 years, ORCL has beaten EPS estimates 50% of the time and has beaten revenue estimates 38% of the time. More on Oracle Oracle: Earnings Could Re...

Mesut Dogan Oracle ( ORCL ) is expected to report a healthy fourth-quarter print on June 9, before markets open, with earnings seen climbing 15.3% Y/Y. The consensus EPS Estimate is $1.96 , while revenue is likely to jump around 20.1% Y/Y to $19.09B. The tech giant is expected to show strength in its cloud computing unit and a greater focus on return on invested capital, according to analysts at Citi . The brokerage sees in-line but accelerating IaaS growth this quarter. “While investor concerns linger on financing/execution of capacity buildouts, we believe ORCL remains on track to deliver one of the strongest revenue/EPS accelerations in tech as large AI contracts ramp,” Citi analyst Tyler Radke wrote in a note to clients. Meanwhile, BNP Paribas expects the company to increase its capital spending forecast. Stefan Slowinski, who has a $283 price target on Oracle, said that capex guidance for fiscal 2027 could be anywhere between $80B and $100B as the company accelerates the development of some Stargate campuses and spends additional money on Nvidia ( NVDA ) GPUs. The AI infrastructure business will likely remain front and center, Seeking Alpha analyst Justin Purohit noted. He believes investors’ key focus to be around capacity expansion, backlog conversion, and whether demand still continues to outpace supply. The analyst will also be watching out for the management’s commentary on its remaining performance obligations. “ORCL’s remaining performance obligations ballooned to over $500B previously, so from my lens, I’ll want clarity around how quickly that backlog can realistically convert into revenue,” Purohit noted. Over the last 3 months, EPS estimates have seen 20 upward revisions and 12 downward. Revenue estimates have seen 12 upward revisions and 15 downward, reflecting a neutral stance among analysts. Over the last 2 years, ORCL has beaten EPS estimates 50% of the time and has beaten revenue estimates 38% of the time. More on Oracle Oracle: Earnings Could Re...

Microsoft (MSFT) Partners with KPMG to Enhance AI Implementation GuruFocus

， 摩根大通 计划在今年晚些时候推出新一代人工智能智能体。相较于现有版本，这类智能体的自主运行时长将大幅提升，这也标志着企业人工智能应用再迎一座里程碑。 摩根大通首席分析官德里克・沃尔德伦在接受采访时表示，人工智能智能体正在迭代升级：从原本只能完成单一任务的工具，转变为可跨多流程、对接各类软件系统、统筹全工作流的数字化员工。 “我们如今已迈入长时自主智能体时代。”沃尔德伦说道，“这意味着智能体不再只是执行人的指令、运行两三分钟就结束任务，而是能够持续工作一到两个小时。” 过去一年里，长时运行智能体已逐步走入大众视野，安索皮克的克劳德代码助手、Open Claw等产品都引发广泛关注。而摩根大通此番落地计划，也表明这项技术基本攻克了阻碍大型企业落地应用的安全与合规管控难题。 摩根大通自2006年起由杰米・戴蒙担任首席执行官，是美国资产规模最大的银行，每年科技投入预算接近200亿美元。 沃尔伦称，当下业内讨论生成式AI时，大多聚焦于模型本身的智能水平，但科技管理者们愈发关注另一个核心问题：人工智能系统能有效运转多久才需要人工介入？ 他将这一能力定义为逻辑连贯性。随着AI模型推理能力不断优化，这一性能得到显著提升，智能体也从“普通执行者”转变为“团队管理者”。 “和人类团队运作模式类似，管理者可以拆解问题、分配任务，让整套系统长时间运转，处理更复杂的工作。”他解释道。 他还补充，代码编写、网页操控、直接对接桌面软件等新功能，也进一步赋能智能体完成复杂作业。 沃尔伦表示，受安全风险制约，长时运行智能体目前尚未全面投入企业正式场景，但落地已近在眼前：我们将在2026年正式推出相关应用。 他认为，未来人工智能智能体的逻辑连贯运行时长还会持续突破，从数小时逐步延长至数日、乃至数周。 人工智能带来的效率提升，此前主要体现在软件开发及后台事务类工作中，而沃尔德伦表示，如今它正逐步赋能创收类岗位。 以私人银行业务为例，AI系统可在夜间自动监测市场动态、客户持仓并整理研报，让理财顾问能将精力集中在客户对接上。 他称，借助这类工具，该行总销售额提升了20%，并预计未来单个理财顾问的客户服务范围有望扩大50%。 戴蒙此前已明确表态，部分岗位会被人工智能替代，银行正着手对受影响员工开展培训并进行岗位转配。 沃尔德伦补充道，不少企业最初仅将AI视作降本工具，如今却愈发意识到其增收潜力。 “企业想要...