Soybeans closed Thursday with fractional to 8 cent losses. The cmdtyView national average Cash Bean price was down 7 3/4 cents at $10.61 1/2. Soymeal futures were mixed, down $1.00 to $1.80 higher on the day, with Soy Oil futures 65 to 88 points lower. USDA updated their weekly Export...

格隆汇6月12日｜韩国交易所启动临时停牌机制。KOSPI 200指数期货上涨5%后程序交易暂停5分钟。

SpaceX周四宣布其首次公开募股（IPO）定价为每股135美元。此举将促成史上规模最大的IPO，募资额约为750亿美元。 这也将使埃隆·马斯克的个人财富达到惊人的1万亿美元，成为全球首位达到这一里程碑的亿万富翁。 根据福布斯和彭博的富豪榜，马斯克此前已是全球首富。如果他带领 特斯拉 汽车公司达成特定里程碑，他还将获得万亿美元的薪酬。而SpaceX的IPO将使他更早成为全球首位万亿美元富翁，至少在账面上是如此。 根据 SpaceX 披露的信息，马斯克持有该公司大约一半的股份，其中包括他在未来可能因将数据中心发射到太空和在火星上建立人类定居点等成就而赚取的股份。按周四公布的IPO价格计算，马斯克持有的SpaceX股份价值约8670亿美元。 对SpaceX和特斯拉证券备案文件的计算显示，加上马斯克持有的特斯拉的大部分股份，他在两家公司的股份价值合计超过 1.1 万亿美元。 需求指出的是，尽管SpaceX授予了他大量公司股票，这些股票只有在他将公司价值推向史诗级高度，并且SpaceX实现其在火星上建立人类定居点的目标时才能兑现。如果排除这些股票，马斯克目前的身价仍略低于万亿美元。 但根据SpaceX公布的马斯克持股情况，他持有的特斯拉和SpaceX股票总价值是 微软 联合创始人比尔·盖茨净资产的十倍以上。 以1.1万亿美元的账面价值计算，马斯克现在的财富几乎相当于富豪榜上他后面四位的总和： 谷歌 创始人拉里·佩奇和谢尔盖·布林； 亚马逊 创始人杰夫·贝索斯；以及 甲骨文 公司创始人拉里·埃里森。 SpaceX在IPO前夕披露了巨额亏损，仅自2023年初以来就亏损了130亿美元，主要原因是其在人工智能领域的投资。马斯克从其公司获得的收入大部分并非传统意义上的薪水，而是与特斯拉等雄心勃勃的目标挂钩的股票期权，例如交付100万台人形机器人，这些股票期权的收入可能远远超过同等水平的高管。 SpaceX的股票将于周五向公众开放自由买卖。如果该公司的股价在周五上涨至140美元，即使不计入与火星和太空数据中心相关的股票，马斯克也将在账面上成为万亿美元富豪。 责任编辑：于健 SF069

日经225指数涨幅扩大至3%，现报66178.36点。

从"挖金子"到"卖铲子" SpaceX周五将 正式登陆纳斯达克，发行价135美元，目标估值1.77万亿美元。 但读完它的招股书，你会发现一件有趣的事： SpaceX 公司 最赚钱的新故事，不是Grok，不是AI模型，而是把数据中心租给竞争对手收租。 马斯克几个月前还在X上骂Anthropic"反人类且邪恶"，转头就签了一份每月12.5亿美元的租约。商业世界里没有永远的敌人，只有永远的地租。 从"挖金子"到"卖铲子" 理解SpaceX的算力地主逻辑，需要先理解一个尴尬的现实。 万得数据显示，SpaceX 2025年AI业务（xAI/Grok）收入为32.01亿美元，但该部门全年亏损约64亿美元。 自己做模型，亏钱；把算力租出去，年化收入260亿美元。 （万得AI Alice Space X成为 算力地主的逻辑 ， a lice.wind.com.cn ） 于是， SpaceX 做了一个务实的决定：把闲置算力整租出去，把沉没成本变成现金流。而另一部分算力则专注前沿模型训练，继续跑Grok 5的参数扩张。一个收租，一个自用，分工明确。 算力地主的收租清单 监管文件显示，SpaceX目前已签署两笔核心算力租赁协议，合计合同总价值逾700亿美元，具体见下图： （万得AI Alice 梳理spaceX的收租清单 ， alice.wind.com.cn ） 这笔生意的逻辑，对双方都成立： 算力饥渴的买家，遇上闲置产能的卖家。 Anthropic的算力缺口等不起：单季营收翻倍，亚马逊和谷歌承诺的数据中心要到今年底甚至2027年才能交付，而Colossus 1是市场上唯一能在一个月内交付300兆瓦算力的设施。 算力地主的护城河 SpaceX的算力竞争优势，不在于芯片，而在于建设速度： Colossus 1首个10万颗H100集群仅用122天上线；Colossus 2的11万颗GB200集群91天上线，11万颗GB300集群更是64天完工。 相比之下，行业基准是新建100MW数据中心约需两年。 （万得AI Alice 梳理spaceX的优势 ， alice.wind.com.cn ） 全球算力租赁市场正处于爆发期。 万得数据援引的行业报告显示，2025年全球算力租赁服务市场规模突破870亿美元，同比增长34.5%，预计2026年将超过580亿至870亿美元区间，2025至2030年复合...

Australian Financial Watchdogs Back New Powers To Curb Money-Laundering Via Crypto Authored by Rex Widerstrom via The Epoch Times , Australian crime-fighting and financial agencies are moving to prevent the use of cryptocurrency for money laundering, scams, and money-mule activities. Illustration of Bitcoin and Ethereum coins held together in front of diverses EURO banknotes in Paris, France, on June 5, 2026. Joao Luiz Bulcao/Hans Lucas/AFP via Getty Images The Australian Banking Association (ABA), Transparency International, and the regulator, AUSTRAC (Australian Transaction Reports and Analysis Centre), are backing a proposal to amend the Anti-Money Laundering and Counter-Terrorism Financing Act. The change means the CEO of AUSTRAC can limit or stop a "reporting entity" or institution from using a "high-risk mechanism," such as cryptocurrency, to transfer funds. The CEO must be satisfied that transferring funds has or will cause "significant harm to either the financial system, the Australian community, or both." Currently, there are around 19,000 reporting entities, including banks and credit unions; non-bank lenders and stockbrokers; gambling and bullion service providers; and remittance service and virtual asset service providers (VASPs). All are required to have processes and controls in place to protect their systems from criminal misuse. Yet that number will soon expand to over 100,000 when new sectors, including lawyers, accountants, conveyancers, real estate professionals, and dealers in precious metals and stones, come under Australia's anti-money laundering and counter-terrorism financing regime from July 1 this year. Sector-Wide Powers Needed, AUSTRAC Argues Senator Michaela Cash asked what evidence suggested AUSTRAC's current powers were inadequate. Daniel Mossop, the centre's national manager for policy rules, said current law mandated that the agency take a case-by-case approach, looking at individual businesses. "What we can't do is have a look at a...

今日热点导览 OpenAI正考虑大幅下调产品价格，预判将与Anthropic展开用户之争 全球两大预测平台世界杯冠军合约成交额破20亿美元，有望刷新单项纪录 SK海力士设备供应商要求涨价 端午前机票价格跳水 SpaceX上市前夕，美股太空股提前狂欢 TOP 3 大新闻 SpaceX上市在即，马斯克或成全球首位万亿富翁 据报道，SpaceX将于美东时间6月12日在纳斯达克挂牌交易，股票代码SPCX。根据SpaceX 6月11日在官网发布的声明，公司此次IPO发行5.556亿股，发行价为每股135美元，募资总额达750亿美元。SpaceX此次IPO募资规模是沙特阿美2019年创下的294亿美元上市纪录的逾两倍。声明显示，SpaceX还授予承销银行超额配售权，可按发行价额外购买8330万股股票。若该权利全部行使，IPO融资规模将增至约860亿美元。若按135美元定价，叠加特斯拉约15%持股及其他资产，马斯克身价突破1万亿美元，成为全球首位万亿富豪。（新浪财经、三言科技） 钉钉换帅，92年技术极客陈宇森接任钉钉CEO 36氪获悉，6月11日，阿里巴巴宣布钉钉管理层调整：陈航卸任钉钉CEO，92年技术极客陈宇森接棒。接任钉钉CEO后，陈宇森成为阿里巴巴最年轻的事业部CEO。陈宇森生于1992年，是年少成名的技术极客，也是技术型连续创业者，入选福布斯亚洲“30 Under 30“榜单。他曾在国内外顶级计算机赛事中屡获冠军，22岁时创办的网络安全公司长亭科技被阿里云收购。他2025年在阿里云内部创业，带领研发了AI Agent产品MuleRun。 比尔·盖茨国会作证，称被爱泼斯坦用婚外情施压 美东时间6月10日，前世界首富、微软公司联合创始人比尔·盖茨结束了在国会众议院监督与政府改革委员会的闭门听证会。作证期间，议员们主要询问了两人的交往细节、财务往来，以及盖茨是否知晓对方的犯罪行为。盖茨否认参与爱泼斯坦的非法行为，重申后悔认识他，并再次为曾与爱泼斯坦互动向盖茨基金会员工致歉。盖茨在个人网站上公布了当天的证词。盖茨强调，期间爱泼斯坦暗示知晓自己的几段婚外情，并以此向自己施压，重新取得联系。爱泼斯坦希望借助与盖茨的交往来接触美国政商高层，搭建自身的权力关系网络。（中国新闻周刊） AI最前沿 OpenAI正考虑大幅下调产品价格，预判将与Anthropic展开用户之争 为从竞争对手An...

South Korean stocks jumped as risk appetite improved after President Donald Trump said the US was nearing an agreement with Iran to end the war. Chip stocks paced the gains in the benchmark Kospi Index, which surged as much as 8% early morning. Friday’s rally again demonstrated the wild swings that has become a hallmark of South Korea’s $4.3 trillion equity market. Korea Exchange briefly halted program buying in Kospi as futures surged. Korean stocks were among the biggest winners in the region on Friday after Trump abruptly pulled back threatened military strikes against Iran, sparking a rally in Wall Street and risk assets more broadly. Samsung Electronics Co. and SK Hynix Inc shares each surged more than 9% as investors returned to the stocks that are seen as the critical to the AI rollout. Market volatility has intensified in recent months as more than half of the Kospi’s market capitalization is concentrated in Samsung and SK Hynix. The growing popularity of leveraged exchange-traded funds linked to the two chipmakers, which amplify daily price moves, has also contributed to larger market swings. “The fundamental outlook and the structural strength of Korea’s tech suggest that the position of Korea’s role in memory semiconductors is hard to be replaced anytime soon,” said Indrani De , global head of investment research at FTSE Russell. “Samsung and SK Hynix dominate the high bandwidth memory market,” she added. Korea Exchange triggered market safeguards repeatedly this week, including a 20-minute circuit breaker on Monday, as Korean stocks lurched from one extreme to another.

格隆汇6月12日｜韩国KOSPI指数涨幅扩大至7%。三星电子涨10%，SK海力士涨9%。日经225指数涨幅扩大至2.25%。

日经225指数高开1.5%，报65176.23点，全市场个股普涨。韩国综合股价指数（KOSPI）开盘上涨6.4%，至8263.85点。 责任编辑：王永生

机构认为，短期缩量震荡宜快进快出，中期关注AI科技主线。 【财经日历】 SpaceX在纳斯达克挂牌上市 上证50、科创50等指数样本调整于收市后生效 沪深300、中证500等指数样本调整于收市后生效 富途控股、老虎国际、长桥证券暂停境内新开仓及加仓交易 华为开发者大会2026(东莞松山湖，6/12-6/14) 第八届北京智源大会(6/12-6/13) 新股申购：惠科股份、臻宝科技 ►►李强主持召开国务院常务会议，研究2025年度中央预算执行和其他财政收支审计查出问题整改工作；听取关于贯彻落实全国科技大会精神情况汇报；审议通过《教育发展“十五五”规划》；审议通过《美丽中国建设“十五五”规划》；讨论《中华人民共和国道路交通安全法（修订草案）》。 ►►6月4日，国家数据局党组书记、局长刘烈宏主持召开“完善数据相关规则 赋能人工智能创新发展”座谈会。会上，首都医科大学、国家对地观测科学数据中心、高等教育出版社、中国政法大学、清华大学、对外经济贸易大学等单位的专家，DeepSeek、字节跳动、阿里云、腾讯等企业的代表，围绕完善数据基础制度、推动数据赋能人工智能创新发展提出意见建议。国家数据局党组成员、副局长夏冰出席会议。 大家一致认为，要坚持统筹数据发展和安全，坚持目标导向和问题导向，深入推进数据要素市场化配置改革，更好地适应人工智能发展的需要，更大力度地完善数据相关制度规则，更好地建设面向人工智能发展的高质量数据供给体系，进一步释放数据要素价值，推进数据要素赋能人工智能创新发展取得新成效。 ►►北京时间2026年6月11日15时30分，我国在文昌航天发射场使用长征五号运载火箭，成功将通信技术试验卫星二十五号发射升空，卫星顺利进入预定轨道，发射任务取得圆满成功。该卫星主要用于开展多频段、高速率卫星通信技术验证。此次任务是长征系列运载火箭的第650次飞行。 ►►市场监管总局会同中央网信办、国家铁路局，依法约谈携程、同程、去哪儿、飞猪、美团、智行火车票、高铁管家等7家第三方平台企业，针对其不当宣传“候补帮抢”及付费选座业务、不当诱导用户“买长乘短”或“买短乘长”、不当收集和使用平台用户个人信息等不规范经营问题，要求有关企业严格遵守《中华人民共和国反不正当竞争法》《中华人民共和国消费者权益保护法》《中华人民共和国电子商务法》《中华人民共和国个人信息保护法》等法律法规规定，落实主体责...

Qualcomm EVP, CFO & COO Palkhiwala sells $493k in QCOM shares Investing.com

Cardano 's (CRYPTO: ADA) community governance system is now fully operational, and so far, the community has voted to defund its own annual summit and starve a cybersecurity project of resources. Two of the chain's most prominent projects shut down within six weeks of each other. Founder Charles Hoskinson responded to the chaos by announcing he was "taking a break." At this point, the only thing Cardano holders seem to agree on is selling; the coin is down 74% in the past year. Hoskinson's prediction does not, in itself, constitute a reason to sell Cardano; people predict all sorts of things about the market all the time, and often for self-motivated reasons. But the factors that drove his prediction, when paired with other issues Cardano has, do constitute a reason to sell this coin, so let's take a look at what's going wrong. Continue reading

格隆汇6月12日｜MSCI亚太指数上涨1.6%至268.73点。

凤凰网科技讯 6月12日，据路透社报道，马斯克旗下SpaceX在周四创造了历史，完成了备受期待的首次公开招股(IPO)，成功募资750亿美元，达到其目标融资规模，估值达到1.77万亿美元。 根据SpaceX周四在其官网发布的一份声明，该公司在此次IPO中以每股135美元的价格发行了5.556亿股股票，募资750亿美元，是2019年沙特阿美公司294亿美元上市融资规模的两倍多。SpaceX还授予承销商超额配售权，允许其按IPO发行价额外购买8330万股股票。若该选择权被全部行使，此次IPO融资总额将增至约860亿美元。 此次IPO成为有史以来规模最大的一次，巩固了SpaceX作为全球最具价值公司之一的地位，其股票将于周五在纳斯达克正式开始交易。 与此同时，SpaceX的上市也让马斯克成为了全球首位万亿富翁。在本次股票发行之前，《福布斯》估计马斯克的净资产约为7800亿美元，远远领先于排名第二的Alphabet联合创始人拉里·佩奇(Larry Page)。 目前，马斯克的大部分财富都集中在SpaceX，他持有的股份价值约8660亿美元。根据《福布斯》和路透社基于公司文件的计算，当SpaceX股票在周五开始交易后，再加上其持有的特斯拉股票及其他资产，马斯克的净资产将超过1.1万亿美元。 不过，根据 彭博 亿万富豪指数的计算，按SpaceX每股135美元的发行价计算，马斯克的净资产将飙升约2750亿美元，达到9700亿美元，距离成为全球首位身家突破1万亿美元的富豪仅一步之遥。按该价格计算，其持有的SpaceX股份(含期权)价值约6880亿美元。(作者/箫雨)

AvePoint (NASDAQ:AVPT) Chief Executive Tianyi Jiang outlined the company’s strategy around Microsoft 365, multi-cloud data protection and artificial intelligence governance during a D.A. Davidson discussion hosted by analyst Rudy Kessinger. Jiang said AvePoint, founded in 2001, began in the Microso

Taiwan's Critical Technologies at a Critical Moment thinkingtaiwan.net

From nearly dying on the pitch to scoring for Mexico at the World Cup - Raul Jimenez has completed a remarkable comeback.

格隆汇6月12日｜韩国综合股价指数（KOSPI）开盘上涨6.4%，至8263.85点；SK海力士涨8%，三星电子涨9%。日经225指数开盘报65176.23点，涨幅1.49%。消息面上，特朗普今天声称美国已经“结束了”与伊朗的战争，此前他宣称双方已同意达成一项“非常强有力的谅解备忘录”以停止战斗。

A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace deal announcement released the rate pressure that weighed on the sector all week.

布伦特原油失守89美元/桶，日内跌1.76%。

伊朗伊斯兰革命卫队海军消息人士说，霍尔木兹甘省锡里克地区海岸附近此前传出的爆炸声，与武装人员在霍尔木兹海峡同一艘船只发生冲突有关。该消息人士说，涉事船只是一艘油轮，在伊朗伊斯兰革命卫队海军发出警告后，该船已被强制遵守相关禁令。伊朗伊斯兰革命卫队海军公告提醒各船停留在锚地，切勿被美军蒙蔽而擅自通过霍尔木兹海峡。（新华社）

AMD and Qualcomm Shares Are Soaring, What You Need To Know Yahoo Finance

(RTTNews) - The Singapore stock market has finished higher in two of three trading days since the end of the three-day losing streak in which it had tanked almost 180 points or 3.5 percent. The Straits Times Index now sits just beneath the 4,990-point plateau and it's expected to

⚽️ Kick-off time: 8pm local/12pm AEST/3am BST/10pm EDT ⚽️ Player guide | Bracketology | Golden Boot | Mail Jonathan Hello everybody and welcome to live coverage of the second match of the 2026 World Cup between South Korea and Czechia. Kick-off in this Group A clash at Estadio Guadalajara is 8pm local time (10pm EST / 3am BST / 12pm AEST). Following Shakira’s shimmies, three red cards, and the fanatical hosts welcoming us all to the 2026 World Cup with a celebrated victory, the second of the tournament’s 104 matches looks set to be a more muted affair. It features two sides in indifferent form with modest expectations opening their campaigns during the graveyard shift at the competition’s second smallest venue. Continue reading...

Electric vehicles accounted for a record 66.7 per cent of new car sales in mainland China during the first week of June, the latest sign that the country’s battery-powered carmakers are benefiting from the global energy crisis. Two out of every three new cars sold on the mainland in the seven days ending June 7 were either pure electric or plug-in hybrid vehicles, according to data from the China Passenger Car Association (CPCA). The penetration rate climbed from 62.9 per cent in May as a wave...

onurdongel/iStock via Getty Images Super Micro Computer, Inc. ( SMCI ) can't seem to please the stock market despite constantly reporting strong growth. The AI server company announced a massive capital raise, causing the stock to collapse, but the company completely undersold the details on an insane level of orders. My investment thesis remains ultra Bullish on Super Micro after this plunge in the stock following the big equity offerings. Source: Finviz Big Offering Super Micro announced the following stock offerings to raise capital : $5.0 billion underwritten public offerings, consisting of: (1) 45,454,545 shares of common stock at a public offering price of $27.50 per share; (2) 75,000,000 depositary shares, each representing a 1/20th interest in a share of newly issued 7.0% series A mandatory convertible preferred stock at a public offering price of $50 per share. At-the-market offering: up to $1.25 billion at-the-market, or ATM, offering program for common stock, expected to begin no earlier than Q3'26. Also, the company issued underwriting grants of 6,818,181 additional shares of common stock and 11,250,000 additional depositary shares. In total, Super Micro will raise nearly $5.5 billion in these initial offerings. The company only had a fully diluted share count of 692 million shares outstanding for Q1 '26, so these equity raises are very dilutive. Naturally, the hope is the ATM is only executed at much higher prices and the mandatory converts have an offering price of $50. The depository shares are mandatory convertible preferred stock to trade under the symbol "SMCIP." Michael Youngworth, the head of global convertible and preferred strategy at BofA Securities, explained mandatory converts as follows: Mandatories are effectively yield-enhanced common stock. They have a high delta to the shares and no bond floor since holders are required to convert to shares at maturity—no option to get par back, like in a traditional convert. Investors are compensated f...

当地时间6月11日，美国总统特朗普突然宣布取消对伊朗的军事打击并透露双方即将达成重大协议，这一消息瞬间扭转了此前弥漫的恐慌情绪，美股三大股指全线飙升，道指单日暴涨超900点，芯片板块迎来报复性反弹，国际油价则应声大跌，贵金属与加密货币同步走强。 美股三大指数齐升，道指单日怒涨930点 截至收盘，道指涨929.97点，涨幅 1.86% ，收于 50848.75点 ；纳指涨640.16点，涨幅 2.54% ，收于 25809.66点 ；标普500指数涨127.31点，涨幅 1.75% ，收于 7394.30点 。衡量市场恐慌情绪的VIX指数当日大跌超12%，"解除警报"的交易印记清清楚楚。 权重股构成第一层推力。特斯拉收涨 4.60% ，英伟达涨 2.22% ，苹果涨1.39%，亚马逊涨1.47%，谷歌涨0.39%；微软（-1.77%）和Meta（-0.45%）逆势走弱，但不足以抵消大盘的动量。万得美国科技七巨头指数当日收涨1.14%，30只成分股中5家上涨、2家下跌。 但真正点燃全场的是 芯片板块的报复性反弹 。 费城 半导体 指数（SOX）收盘暴涨 7.91% ，创2025年4月以来最大单日涨幅，30只成分股 全部收涨 ——这本身就说明问题：这不是 某 个细分赛道的基本面催化，而是系统性风险溢价被抽走后的"全面解压"。iShares半导体ETF（SOXX）收涨 8.39% ，同样印证了这一点。 个股层面，涨幅榜几乎被存储与设备股包揽：闪迪飙涨 超14% ，美光科技收高 11.66% ，应用材料、Arm Holdings涨超 11% ，迈威尔科技涨超 11% ，英特尔涨 9.27% （美银当日将其评级上调至"买入"亦助其一臂之力），阿斯麦涨超9%，AMD涨 7.97% ，高通涨超6%。美股航空股同样全线大涨——油价下跌直接改善成本预期，联合大陆航空、美国航空涨超9%，西南航空涨超7%，波音涨超6%，美股 航空公司 指数单日升 7.66% 。 油价跳水，金银"反常"同涨 地缘溢价最直观的蒸发口在原油。WTI原油7月合约结算价报 87.71美元/桶 ，当日跌 2.58% ；布伦特8月合约收于 90.38美元/桶 ，跌 2.92% ；油价一度跌破90美元关口，触及4月以来最低水平。特朗普明确暗示"几乎没有意愿升级战争"，霍尔木兹通航预期一旦做实，每日数百万桶的供应中断风险溢...

China’s ports continued to dominate global efficiency rankings in 2025, with seven Chinese trade hubs placing in the top 10, according to a study by the World Bank and S&P Global released on Wednesday. The latest edition of the annual report comes at a time when ports are playing a more vital role in the global economy than ever, as facilities strive to handle intense disruptions to global supply chains amid the aftermath of the Red Sea crisis and the ongoing fallout from the US-Israel war on...