SlavkoSereda/iStock via Getty Images Crude oil futures rose Monday by the most in about a month after Iran said it would break off negotiations with the U.S. and move to fully close the Strait of Hormuz, purportedly as a protest against Israel's attacks in Lebanon. Oil prices dropped from their highs after President Trump said the growing conflict between Israel and Hezbollah in Lebanon will stop, following calls he held with Israeli Prime Minister Netanyahu and Hezbollah "through highly placed representatives." " There will be no troops going to Beirut," and the Iran-backed Hezbollah "agreed that all shooting will stop," Trump wrote on Truth Social, and then said in a follow-up post that talks were continuing "at a rapid pace" with Iranian leaders. Netanyahu said he told Trump on their call that "if Hezbollah does not cease attacking our cities and citizens, Israel will attack terror targets in Beirut" and that the Israeli military will continue to operate as planned in southern Lebanon. Monday's developments came after the U.S. and Iran exchanged strikes over the weekend, with the U.S. hitting radar and drone sites and Iran retaliating against targets in Kuwait. " Geopolitical developments remain unfavorable, with negotiations aimed at securing a prolonged ceasefire still unresolved," Spartan Capital's Peter Cardillo said in a note. "Elevated geopolitical risk is likely to keep energy markets volatile, with upside risks to oil prices remaining firmly in place." Analysts at Goldman Sachs said weak oil demand in China and ​Europe poses a major downside risk to ⁠its Q4 Brent crude forecast of $90/bbl and its WTI outlook of $83/bbl, although of course supply disruptions in the Middle East could push prices higher. April oil sales data from China and Western Europe jointly imply ~2M bbl/day of downside risk to the bank's "already low" demand estimates for the month, adding ~$10/bbl of downside risk to its Brent crude forecast, Goldman said. "We see significant upside p...

Nvidia (NVDA) believes the next battle will take place somewhere altogether different. At GTC Taipei, the firm unveiledRTX Spark, a new Windows platform designed for artificial intelligence agents. Rather than just helping users work faster, Nvidia envisions computers that can also reason through ...

华泰证券研报表示，感光干膜作为PCB制造的关键材料，有望伴随下游景气持续增长，AI等领域进一步带动高端干膜需求。当前感光干膜国产化率较低，伴随内资企业加速高端领域技术突破与产能扩张以及政策端支持，国产化率未来有望提高，行业头部企业有望受益。（第一财经）

据一位知情人士透露，专注于亚洲市场的对冲基金公司Arrowpoint Investment Partners正寻求在下半年将资本增加到25亿至30亿美元之间，且有更多团队将加入这家所谓的“多重经理人基金”（pod-shop）公司。 这位知情人士表示，在现有和新投资者的注资以及今年1-5月回报率达8.3%的帮助下，该公司资产已增至近20亿美元。由于涉及更公开资讯，知情人士要求匿名。 该人士表示，Arrowpoint已签约10个新的投资团队，这些团队将在今年剩余时间内开始运作，目前积极交易的团队数量约为20个。一位驻香港的合伙人Elizabeth Lo拒绝置评。 自2017年以来，聘雇多个团队的多策略公司持续吸引全球对冲基金业的大部分新增资金，满足了投资者对能够产生稳定回报的一站式服务需求。这加剧人才争夺战与资金竞争。 然而，这种竞争环境也令新成立的基金格外承压，要求其在创业初期便须成功招募优秀投资人才、持续创造绩效并建立稳定资金来源。成立不到两年的Jain Global最近就宣布，将把所有外部资金返还给投资人，转而专门为业界巨头Millennium Management管理资产。 Arrowpoint由前Millennium亚洲联席首席执行官Jonathan Xiong领导，于2024年7月开始交易，初始资金为5亿美元。投资者包括加拿大退休金计划投资委员会（Canada Pension Plan Investment Board）、 黑石 集团和新加坡淡马锡旗下的 Seviora Capital。 责任编辑：王永生

据韩联社援引英伟达首席执行官黄仁勋的讲话称，如果韩国方面有意，他将可以在韩国举办英伟达GTC大会。这是该公司专注于人工智能和新兴技术的旗舰会议。 黄仁勋本周晚些时候将访问首尔；预计他将与SK集团Chey Tae-won、LG集团Koo Kwang-mo、Naver创始人Lee Hae-jin等人会谈。 黄仁勋指出，机器人技术是韩国一个潜在的投资领域。 责任编辑：王永生

fengdr/iStock via Getty Images Investment Thesis and Recommendation As with most BDCs, K ayne Anderson BDC ( KBDC ) is predominantly used as an income investment with the possibility of some capital appreciation. KBDC invests primarily in first-lien senior secured loans (93% of the portfolio at fair value). The majority of these are private equity portfolio/sponsored companies. As a result of this income focus, the primary focus of analysis is the portfolio income generated and the quality of the underlying portfolio. The Bearish Case: Portfolio quality has declined meaningfully over the past six quarters. Non-accruals rose to 4.1% of amortized cost in Q1 2026, up from 1.6% at year-end 2024 — a near-tripling in 18 months. In fair value terms, non-accruals have increased from 1.3% to 2.5% during the same period. In Q1 2026 alone, two new names (Score Sports and the last-out tranche of Regiment Security Partners) were added to non-accrual status, pushing non-accrual fair value from $31M to $53.7M in a single quarter. Numbers sourced from the 10Q . The watch list — a leading indicator — expanded from $78.2M (3.6% of FV) in Q2 2025 to an estimated ~$133M (~6.0% of FV) in Q1 2026, with the number of companies on the watch list rising from 7 to 9 during Q4 2025 alone. Numbers sourced from the 10Q . NAV has declined in five of six consecutive quarters, from $16.70 to $16.23/share (a 2.8% drop, which, in this environment, could also be bullish). Portfolio yield has compressed from 10.7% in Q4 2024 to 10.2% in Q1 2026, absorbing much of the benefit from rising leverage (0.72× to 1.05× D/E). PIK has increased from 1.1% as of 12/31/24 to 7.5% as of 3/31/26. The company further clarified the increase in the earnings call : "Of this $2.2 million, or 3.9%, was related to PIK interest from Arborworks that had not been accrued since the fourth quarter of 2023." Arborworks was on non-accrual and is now on PIK, which does not mean "quality PIK," in my opinion. The Bullish Case: NII c...

澳大利亚政府周二表示，由于化肥成本高企以及部分地区干旱，澳大利亚即将到来的小麦收成将是三年来最低的，这将导致种植面积减少和产量下降。 澳大利亚是小麦和其他农作物的主要出口国。产量下降将减少全球供应，从而推高价格。由于美国农作物歉收，上个月澳大利亚小麦价格已达到两年来的最高水平。 澳大利亚农业与资源经济科学局（ABARES）在其季度作物报告中指出，澳大利亚今年晚些时候的小麦产量预计将达到2670万吨。 数据显示，这将比上个种植季减少约900万吨，比过去五个种植季的平均产量减少约800万吨。 自伊朗冲突导致海湾国家断供以来，化肥价格飙升。澳大利亚农业资源经济局表示，高价化肥可能导致农民减少施肥，从而降低作物产量潜力。 与此同时，澳大利亚东部大部分地区已连续数月降雨量偏低。5月份的大范围降雨改善了作物生长状况，但该国气象局仍预测未来几个月将出现厄尔尼诺现象，降雨量将低于平均水平。 南非农业资源经济局（ABARES）表示：“充足的化肥供应和适时的降雨对于实现目前的产量预期至关重要。” 该机构估计，小麦种植面积将比上季下降12%，至1090万公顷，为2019/20年度以来的最低水平。 大麦（需肥量低于小麦）的种植面积预计将比上季增加4%，达到500万公顷，但产量仍将下降15%，至1410万吨。 油菜籽（需肥量大，但比小麦更有价值）的种植面积预计将下降6%，至350万公顷，但产量将减少20%，至620万吨。 澳大利亚的播种期即将结束，收获工作预计将在年底进行。 责任编辑：于健 SF069

(RTTNews) - The Japanese stock market has climbed higher in consecutive trading days, jumping almost 2,250 points or 3 percent in that span. Now at a fresh record closing high, the Nikkei 225 sits just above the 66,930-point plateau and it may add to its winnings on Tuesday.

Nvidia NVDA Stock Jumps on PC Super-Chip Push, but Valuation and Costs Keep Investors Cautious FXLeaders

当地时间6月1日，欧美股市走势分化。欧洲三大股指全线下跌，美股三大股指小幅收涨并续创收盘新高，纳指、标普500指数均实现八连涨。 美股科技股走势分化， 芯片股多数上涨， ARM涨超15%， 英伟达 、美光科技 涨超6%。中概股多数上涨，纳斯达克中国金龙指数涨超1%。 由于市场对中东局势紧张担忧加剧，国际原油期货价格全线上涨，美国WTI原油期货盘中最大涨幅一度超8%，布伦特原油期货最高至97美元/桶。贵金属价格集体下跌，伦敦现货黄金、COMEX黄金期货均跌超1%，COMEX黄金期货盘中一度跌破4500美元/盎司。 美股三大股指续创收盘新高 当地时间6月1日，欧洲三大股指收盘全线下跌。Wind数据显示，截至收盘，德国DAX指数跌0.40%，法国CAC40指数跌0.45%，英国富时100指数跌0.68%。 美股三大股指均小幅收涨， 续创收盘新高 。截至收盘，道指涨0.09%，纳指涨0.42%，标普500指数涨0.26%。 美股大型科技股涨跌不一，万得美国科技七巨头指数涨0.03%。英伟达涨超6%，微软涨逾2%；META跌超5%，特斯拉跌逾4%，亚马逊跌超3%，苹果、谷歌母公司ALPHABET跌超1%。 芯片股多数上涨，费城半导体指数涨1.06%。 ARM涨超15%，迈威尔科技涨逾7%，美光科技涨超6%，台积电涨超4%，博通涨近3%。此外，高通跌超8%，英特尔、德州仪器跌超4%，恩智浦半导体跌逾3%。 美股能源股集体上涨，西方石油涨超4%，埃克森美孚涨超2%，雪佛龙、康菲石油涨超1%。 中概股多数上涨，纳斯达克中国金龙指数涨1.47%。 热门中概股方面，声网涨超15%，逸仙电商涨超10%，高途集团、金山云涨超8%，小马智行涨逾7%，蔚来、虎牙涨超6%，哔哩哔哩涨6%，禾赛科技涨5.98%。 国际油价大幅冲高 由于市场对中东局势紧张的担忧加剧，国际原油期货价格全线上涨，布伦特原油期货价格一度站上97美元/桶。 截至北京时间5：46，美国WTI原油期货主力合约涨5.85%，报92.47美元/桶，盘中最高至94.78美元/桶，涨幅一度超8%；布伦特原油期货主力合约涨5.07%，报95.74美元/桶，最高至97.79美元/桶，涨幅一度超7%。 据新华社援引伊朗媒体1日报道，伊朗和“抵抗阵线”计划彻底封锁霍尔木兹海峡，并在曼德海峡等其他“战线”开启行动。 另据伊朗塔斯尼姆通讯社1日报...

Fans of the Hollywood icon set a new world record as 1,034 people descended on the California desert town to celebrate what would have been her 100th birthday. It was the largest ever gathering of people dressed as Marilyn Monroe Continue reading...

vVardis Holding AG , a Swiss dental startup, is working with banks for a US initial public offering that could come this year, according to people familiar with the matter. The company, which was founded by sisters Haley and Goly Abivardi, has brought on JPMorgan Chase & Co. and Goldman Sachs Group Inc. , the people said, asking not to be identified because the matter is private. Zug, Switzerland-based vVardis was valued at more than $1 billion in a funding round in April and will likely seek a higher valuation than that in an IPO, the people said. vVardis hasn’t made a final decision on an IPO and its plans, including the timing, could still change, the people said. Representatives for vVardis, JPMorgan and Goldman Sachs declined to comment. The company makes a treatment that addresses early stage cavities without the need for drilling. Its flagship Curodont technology — the first commercially available therapy of its kind — is a liquid that penetrates the tooth’s enamel, enabling minerals in the patient’s saliva to repair the tooth from within. It can be particularly effective with children’s cavities and can be used instead of dentists waiting for smaller cavities to increase in size before being treated. The Abivardi sisters, who hold a roughly 70% stake in the company, are both dentists and ran dental clinics in Switzerland before selling the chain and acquiring the intellectual property that underpins the company. EQT AB had backed the Abivardi sisters last company, Swiss Smile, which was eventually sold to Jacobs Holding in 2017. Investor interest in vVardis surged after JPMorgan CEO Jamie Dimon praised it at the bank’s San Francisco conference in 2025. Apollo Global Management Inc. invested earlier this year . An IPO could likely to help boost the company’s expansion into markets outside of Europe, research & development and marketing spend. It’s currently in 20% of US dental offices, Haley Abivardi has previously said, but many dentists still don’t know abo...

蔡昉提出，一方面要前移教育起点、延长义务教育年限，可将早期儿童发展纳入基本公共服务等；另一方面，要推动教培一体化和终身学习 【财新网】 人工智能可能强化当前结构性就业矛盾，让“一老一小”弱势群体更受冲击。政府需要为此承担更多支出责任，加大教育及培训投入。在近日由北京大学社会科学部、北京大学国家发展研究院主办的“数智跃迁与经济转型”数字·人文高端对话活动上，中国社会科学院学部委员蔡昉提出了上述观点。 蔡昉分析，中国当前按年龄分布的就业率呈现为一条倒U字形曲线，中间年龄段就业率高，两头的年轻和大龄劳动者就业率相对低。原因在于，年轻人虽受教育程度高，但工作经验不足；50岁以上的大龄劳动者虽然有一定的工作经验，但受教育年限不够高，加之技术发展迅速，面临巨大的数字鸿沟。因此这两个群体在人力资本技能上都存在缺陷。

Key PointsConcorde Asset Management initiated an FTSL stake of 73,167 shares last quarter.

【有線新聞】小一統一派位結果原定明日公布，教育局因系統設定問題，今早錯誤向家長發短訊公布結果。局方為引起不便致歉，呼籲家長毋須理會短訊，明早會發出正式派位結果，又說系統沒遭黑客入侵。 有家長在社交平台反映，星期二早上收到教育局短訊，通知小一統一派位結果，但訊息顯示為「2025年度」，列明到學校註冊的日期同樣是2025年。不少家長表示遇上同樣情況，質疑短訊真假。 教育局其後再向家長發訊息，解釋出現技術問題，家長毋須理會早前收到的訊息，而派位正式結果會按原定時間在周三早上發出。 教育局發聲明，說高度重視事件，對引起家長不便深表歉意，事故源於設定系統發送程序時出現偏差，致短訊錯誤提早發放，強調系統沒有受網絡攻擊或黑客入侵。局方已經立即核查全部學生派位資料，並已即時成立危機處理小組跟進和全面檢視，如發現人員疏忽或程序出錯定必嚴肅跟進。 教育界議員鄧飛表示，留意到家長群組有家長擔心訊息真假，認為事件不理想。鄧飛：「當家長收到派位訊息，發現不是太理想，不是符合自己首三志願，如果家長因為恐慌走去叩門，尋找心儀學校叩門，被叩門的學校又不知道訊息真假，偷步提早去派叩門申請表，整個系統就會很混亂。現在六月份就是小一派位，七月就到中學，即將就下一輪，這個技術故障不可以再犯，否則會令家長和學校很疑慮。」他說教育局要檢討技術故障成因，日後操作亦要檢查清楚，避免誤會。

阿贝尔完成任内首笔收购。 手握重金的伯克希尔・哈撒韦终于出手。 这家总部位于奥马哈的综合企业集团周一宣布，通过私募方式向谷歌母公司 Alphabet 追加投资100亿美元。在此之前，公司上周日以68亿美元全现金收购住宅建筑商泰勒・莫里森（Taylor Morrison），进一步整合房地产业务。 押注AI基础设施 据报道，Alphabet与伯克希尔达成协议，分两部分私募发行：A类股50亿美元，单价351.81美元。C类股50亿美元，单价348.20美元。交易完成后，伯克希尔对Alphabet的持仓将进一步抬升，这也是其近三年最大单笔科技投资之一。 回顾历史，2025 年三季度伯克希尔首次建仓Alphabet（C 类股），约43亿美元，成为第十大持仓。今年一季度大举加仓204%，持仓市值升至156亿美元，升至第七大持仓。本次追加投资被视为延续对 AI 算力与基础设施的战略押注，Alphabet拟总计融资800亿美元，重点投向AI 数据中心、全球算力扩张。 周一伯克希尔A类股收跌0.81%，报705160美元。自2025年5月巴菲特宣布卸任首席执行官以来，公司股价整体表现疲软，近一年跑输标普500指数近四十个百分点。 如今阿贝尔已经接手掌管伯克希尔大部分普通股投资组合。截至2026年第一季度，伯克希尔·哈撒韦已连续14个季度净减持股票，上季度公司净抛售约81亿美元，‌主要交易中苹果持仓未动‌，同时清仓亚马逊、Visa、联合健康等。 在上月举行的伯克希尔股东大会上，阿贝尔首度阐释了自己对公司庞大股票投资组合的管理思路，强调将采取集中持仓策略，以少数核心重仓股为基石。阿贝尔将“四大核心持仓”：苹果、美国运通、穆迪以及可口可乐定义为伯克希尔股票投资的根基。与此同时，集团在日本五大商社的大额持仓，是投资组合的另一大支柱，并强调对这些企业将秉持长期持有、坚定布局的态度。除上述核心底仓外，阿贝尔还列举了其他重要持仓，包括美国银行、雪佛龙与谷歌。 阿贝尔表示会动态主动管理投资组合，适时加仓或优化调整持仓规模。他还补充，自己在投资决策上一定会与巴菲特保持协作沟通。 值得一提的是，巴菲特对当前投资大环境并不满意，“就伯克希尔配置现金、出手投资而言，眼下并不是我们理想的市场环境。”巴菲特把当下市场比作一座附带赌场的教堂，以此区分传统价值投资，与如今市场热衷短期期权交易、以及热度渐增的预测市场...

An independent mediator has found that Amazon was responsible for the breakdown of first-contract bargaining at YVR2, its only unionized fulfillment centre in British Columbia. The mediator sided with the union and recommended the dispute be resolved through binding mediation-arbitration.

tadamichi/iStock via Getty Images I began covering FSK in early March with a hold rating: FS KKR Shareholders Waiting For An Activist . I was clear that FSK equally fit the prospect of a long-term value trap (a sell) and an Activism candidate (a speculative buy). Yes, I got one quarterly for the speculation of buying early. It is time to upgrade to buy, as Activism is now far less speculative. Around $11, FSK trades at a 41.6% discount to its recently reduced $18.83 Net Asset Value ("NAV") and yields 15.5% at market due to that market discount. I expect Saba Capital Management to File Activist Form 13D on FSK in 2026 Well-known Closed End Fund (“CEF”) Activist, Saba Capital Management went from no position at year-end to disclosing a $40 million starter position in April . Although Saba is not yet observed by the marketplace as an Activist in FSK (it has not filed a 13D), FSK's Board has clearly taken notice. A 13D is not required by the SEC until Saba passes 5%, and the discount is unlikely to narrow meaningfully until then. But there have been "hints" in publicly available resources that Saba will pursue their typical CEF Activism at FSK. Saba's Founder and CIO, Boaz Weinstein, first casually mentioned FSK as a reference point for permanent capital and what was then (March 19) an approaching IPO for PSUS during the 9th minute of Bloomberg’s “Money Stuff” podcast. Boaz went on to mention FSK several times, finishing with a very well-articulated exchange in which Boaz cites an external analyst's pointing to some rather obvious opportunities to serve shareholders. Boaz's concluding idiomatic phrase may give insight as to whether Saba's position is motivated by an assessment that FSK is a good product "as is" or that Saba has activist intentions in FSK. My opinion is that a 13D Activist filing from Saba is likely to occur in 2026 based on the pace of Saba’s purchases in Q1 and the ongoing nature of FSK’s large magnitude discount to NAV. FSK has oscillated above and be...

Maks_Lab/iStock via Getty Images By Jennifer Nash The Institute for Supply Management (ISM) manufacturing purchasing managers' index (PMI) came in at 54.0 in May, marking the fastest expansion for the index since May 2022. The latest reading was higher than the 53.3 forecast and is the index's fifth straight month in expansion territory. Here is an excerpt from the latest report : Spence continues, “In May, U.S. manufacturing activity remained in expansion territory, growing at a faster pace compared to the month before. Of the five subindexes that make up the PMI ® , the New Orders index indicated faster growth compared to the previous month, the Supplier Deliveries index stayed the same, the Production Index grew at a faster rate, and the Employment and Inventories indexes remained in contraction, though both improved. “In May, 25 percent of the comments were positive and 69 percent negative, with a 1-to-2.7 ratio of positive to negative sentiment. Among comments, the Iran war was mentioned in 42 percent and tariffs in 18 percent; 57 percent of the panelists mentioned pricing volatility as an issue for their companies. “Three of four demand indicators (the New Orders, Backlog of Orders, and New Export Orders indexes) were in expansion. The Customers’ Inventories Index remains in ‘too low’ territory, contracting at a slower rate. A ‘too low’ status for the Customers’ Inventories Index is usually considered positive for future production. “Regarding output , the Production Index is in expansion for the seventh month in a row, and the Employment Index increased by 2.2 percentage points but remained in contraction. Among panelists, 50 percent indicated that managing head counts remains the norm at their companies, while 50 percent are hiring. “Finally, inputs (defined as supplier deliveries, inventories, prices and imports) were mostly improved month over month. With the same reading as in April, the Supplier Deliveries Index stayed at its highest level since May 2022...

中国入境游增速快于全球，但规模与旅游大国仍有差距 2026年6月1日，携程全球旅居大会现场，携程董事会主席梁建章发表主旨演讲。图：视觉中国 【财新网】 携程继续发力入境游。6月1日，携程集团（NASDAQ：TCOM/ 09961.HK）联合创始人、董事局主席梁建章在于广西桂林举行的入境游前瞻讨论会上表示，未来五年，将在入境游品牌宣传上投入约150亿元，包括品牌广告代言、KOL推广、线下营销活动等。 梁建章同时再次强调，携程未来五年目标引入2亿入境游人次，并推动中国成为全球入境游第一目的地。（详见财新网报道《 携程梁建章：未来五年引入2亿人次入境游，让中国成为世界旅游第一目的地 》）

中国资产闪耀，纳斯达克中国金龙指数涨1.5%。 *三大股指尾盘上扬，标普500指数逼近7600点； *中长期美债收益率上扬，2年期美债报4.05%； *贵金属市场承压，黄金再度失守4500美元。 周一美股全线走高，市场关注美伊谈判最新走向，英伟达全新电脑芯片亮相点燃科技股。截至收盘，道指涨46.42点，涨幅0.09%，报51078.88点，纳指涨0.42%，报27086.81点，标普500指数涨0.26%，报7599.96点。 【热门股表现】 个股方面，英伟达发布面向个人电脑的RTX Spark超级芯片，AI PC成新风口，股价大涨6.25%，戴尔、惠普紧随其后，分别大涨超10%与8%；而长期主导PC芯片市场的英特尔和高通分别下挫4.67%和8.78%。 明星科技股喜忧参半，微软涨2.28%，谷歌和苹果跌超1%，亚马逊、特斯拉和Meta跌超3%。 费城半导体指数涨1.10%，迈威尔科技涨7.04%，台积电涨4.11%，博通涨2.95%。 存储板块表现不俗，美光科技涨6.56%，股价突破1000美元，希捷科技涨4.71%，闪迪涨3.92%，西部数据涨2.82%。 软件股从今年早些时候因 “AI颠覆”担忧引发的大跌中反弹，软件服务ETF指数上涨5.94%，其中ServiceNow 上涨9.26%，IBM上涨7.6%。 纳斯达克中国金龙指数涨1.47%，百度跌2.15%，网易涨0.37%，京东涨0.90%，阿里巴巴涨0.95%，拼多多涨3.32%。 【市场概述】 中东局势一波三折，据新华社，伊朗媒体6月1日报道，鉴于以色列在黎巴嫩的持续军事行动，伊朗谈判团队暂停通过中间人同美国的对话。伊朗和“抵抗阵线”计划彻底封锁霍尔木兹海峡，并在曼德海峡等其他“战线”开启行动。伊朗官员表示，以色列必须立即停止在黎巴嫩和加沙地带的军事行动，并从黎巴嫩撤出。在此要求得到满足前，伊朗不会举行任何谈判。 据央视新闻报道，美国总统特朗普在社交媒体“真实社交”上发文表示，他与以色列总理内塔尼亚胡进行了一次富有成效的通话，现已确定不会有任何部队前往贝鲁特，凡是此前正在途中的部队，均已奉命撤回。 消息人士称，以色列应美国的要求推迟了原定对黎巴嫩贝鲁特的空袭计划，并补充说，美国正在推进一项停火倡议，并要求以色列等待。随后美股企稳回升。 冲突升级推动原油价格飙升，市场担忧冲突长期化或加速通胀。“局势扑朔迷...

通用磨坊（General Mills）将出售其在中国大陆的哈根达斯（Häagen-Dazs）冰淇淋店。 该投资者群体包括Ningji，这是一家经营着数千家快餐式茶饮零售店的中国公司。这些投资者将获得通用磨坊的独家许可，可在中国使用哈根达斯品牌经营冰淇淋店和礼品业务。 通用磨坊表示，将继续在中国运营哈根达斯的零售和餐饮服务业务。 该拟议交易预计将于今年完成。财务条款未予披露。 通用磨坊表示，该交易符合其将产品组合专注于高增长机会的战略。 责任编辑：王永生

Source: Bloomberg, 12:00

格隆汇6月2日｜据央视，当地时间6月2日，乌克兰首都基辅市内传出连续的剧烈爆炸声。当天稍早前，基辅拉响防空警报。

The mother of a boy who died after a severe allergic reaction in school is pressing for new legislation to protect pupils in NI schools.

韩国消费者通胀加速至两年多来的最快水平，在中东冲突对经济产生连锁反应之际，这进一步巩固了央行倾向于提高利率的立场。 韩国政府周二公布的数据显示，5月份消费者物价指数同比上涨3.1%，创下2024年3月以来最大涨幅。彭博对经济学家调查的预期中值为上涨2.9%，4月涨幅为2.6%。 剔除波动较大的食品和能源价格后的核心通胀率为2.5%，表明随着总体通胀率的上升，核心价格压力也开始扩大。最新数据进一步支撑了韩国央行近期向鹰派立场的转变，决策者预计伊朗战争导致能源价格上涨和通货膨胀加剧，同时科技行业推动经济增长加速。 责任编辑：王永生

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