南向资金净买入186.82亿港元 今天港股大跌，主要是昨天大涨的科技股集体回调，叠加高盛下调H股评级和腾讯给AI热点“泼冷水”等直接利空，共同浇灭了市场的做多热情。截止收盘，恒生科技指数跌幅最大，收跌2.74%，恒生指数、国企指数分别下跌1.56%及1.9%，恒指失守26000点。 盘面上，昨日暴涨的科网股全线回调大市承压明显，美团跌近6%，京东跌超4%；昨日走强的AI应用、应用软件集体低迷，航空股、港口及海运股承压，汽车股、内房股、内银股等纷纷下跌。另一方面，尽管大盘低迷，但半导体及AI硬件股逆势走强，澜起科技、兆易创新、中芯国际皆上涨，光通讯概念龙头长飞光纤光缆更是大涨10.65%。 具体来看： 昨日领涨大市的港股科网股集体回调，金蝶国际跌超7%，零跑汽车跌超6%，美团-W、小鹏集团-W、金山软件跌超5%。 加密货币概念重挫，国富量子跌超13%，蓝港互动、博雅互动跌超7%，金涌投资、OSL集团、国泰君安国际等跟跌。 消息面上，中东紧张局势持续带来的地缘风险，以及主要持币机构Strategy罕见的卖出动作加剧了加密货币市场的抛售潮。 港口及海运股集体弱势，中远海能跌超6%，乐舱物流跌超5%，中远海发、中远海控、东方海外国际等跟跌。 消息上，今日开盘后，集运指数（欧线）期货主力合约迅速下挫，盘中跌幅一度扩大至4%。集运欧线期货价格是海运市场景气度的先行指标，它的下跌往往会直接传导至股市，导致海运板块股价承压。期货市场反应的是投资者对未来的预期，当预期转弱时，相关股票会立即受到情绪冲击。 航空股走低，中国东方航空股份、中国国航跌超5%，中国南方航空股份、美兰空港跌超3%，北京首都机场股份、中银航空租赁跟跌。 光通信概念股表现强劲，曦智科技-P涨超16%，长飞光纤光缆涨超10%，剑桥科技涨超7%，华虹半导体、均胜电子等跟涨。 消息面上，迈威尔科技首席执行官马特·墨菲表示，继算力和存储业务的需求爆发式增长之后，数据中心连接(Connectivity)正成为AI增长的下一个主要瓶颈。对此，英伟达首席执行官黄仁勋表示，整个行业必须高度依赖先进的互连技术，这正是Marvell如此重要的原因。黄仁勋称，Marvell将成为下一个万亿美元市值的公司。黄仁勋还表示，未来5到10年，仍将大量使用铜缆，同时也会使用海量的光器件。 存储概念股走强，美光科技等多股再创历史新高，刺激港股存储概...

Britain's reliance on US tech group Palantir is an 'unacceptable weakness," report says Yahoo

“In the past I’ve loaned my brother over $12,000, which I’m sure I’ll never get back.”

Ford Motor Company 's (NYSE: F) electric vehicle (EV) ambitions fell far short of its goals. The EV division bled cash, leading to billions in losses and cancellations. It was one of the most costly failures in the history of the American car market. While many investors lost interest in Ford, I'm bullish on the stock, and not because of any new car or truck model. Ford is doing something unusual, but quite innovative and opportunistic. The automaker decided that instead of scrapping its battery infrastructure entirely, it could be repurposed. Ford Energy was born from this idea and is a wholly owned subsidiary of Ford that will focus on battery energy storage systems for data centers, industrial customers, and utilities. That's right, Ford is entering the artificial intelligence (AI) infrastructure game, and it's in a fortuitous position to do so. Specifically, Ford will reoutfit its EV battery facility in Kentucky as part of this pivot, giving the factory new life rather than abandoning it. Power demand from data centers is a rapidly expanding opportunity. The battery storage market is projected to grow to $161 billion by 2034. Continue reading

Broadcom (AVGO) Sees Pre-Market Gains Amid Market Uncertainty GuruFocus

格隆汇6月3日｜梅西百货(M.US)盘前涨3.83%报22.5美元。消息上，梅西百货将于美东时间6月3日盘前公布2026年第一季度业绩。在此前夕，市场情绪积极，部分资金提前入场布局“财报行情”。财报发布前，多家机构分析师上调了盈利预期。过去60天内，梅西百货的每股收益（EPS）预期被上调了17%。市场一致预期本季度营收为46.1亿美元，每股收益为0.028美元。

Earnings are the principal driver behind the breathtaking rallies achieved by Korean and Taiwanese benchmark indices in 2026, and Goldman Sachs thinks the market is still underestimating the longevity of the chip cycle.

AVGO Stock Tests $500 Before Earnings: Breakout Signal or Sell-the-News? EBC Financial Group

South Korea’s ruling Democratic Party is on track to win a clear majority of key local offices in a nationwide vote, providing President Lee Jae Myung a boost as he enters his second year in office. The DP is projected to secure 11 of 16 major posts in elections held Wednesday for provincial governors and mayors, according to a joint exit poll by South Korea’s three broadcasters, KBS, MBC and SBS. The party is also leading in the race for mayor of Seoul, a position currently held by the opposition People Power Party. It will likely take hours until the vote is confirmed. The PPP, which took 12 of then 17 posts in the last election four years ago, is so far estimated to win just one post. Still, the votes for four positions, including mayor of Busan, are too close to call, according to the poll. Lee’s DP has been leading in many of the opinion surveys in the run-up to the election. Expanding his party’s control of regional posts will leave Lee with fewer hurdles at the local level to push ahead with his policy goals. His party already holds a majority in the parliament. “Conservatives are no longer the mainstream in South Korea,” said Kim Joonil, a political analyst, pointing to the continuing disarray in the opposition conservative party. “The People Power Party camp is increasingly left with only its most hardline supporters, and the ideological territory they occupy is becoming ever narrower.” The election results will “demonstrate the reality that, if conservatives continue on their current path, they will have little choice but to remain a long-term minority party,” Kim said. According to the poll, the DP is expected to take control of the Seoul metropolitan area, not just the capital, including the mayoral and governor posts in the nearby Incheon and the Gyeonggi Province. Together, about half of the country’s population live in the area. Since taking office a year ago, Lee has been riding a wave of support that has consistently hovered around 60% in opinion po...

A Hong Kong couple has drawn public scrutiny after refusing a DNA test for their baby’s registration following the infant’s birth at home, raising potential gaps in the city’s legal and child welfare system. The father, Tsang Wai-bong, and the mother, Kwan Pui-sin, were arrested on Tuesday on suspicion of child neglect, with the Social Welfare Department applying to the court for a protection order over the baby boy, Danny. The couple’s troubled history also triggered widespread concern about...

Shares of Taiwanese chip and photonics companies powered the Taiex past the 46000 milestone as AI enthusiasm got another jolt from a tech event in Taipei this week. Demand for AI-related chip and optoelectronic stocks was buoyed by remarks from Nvidia CEO Jensen Huang highlighting optical connectivity as a vital bottleneck for next-gen AI infrastructure.

The police response to a fatal stabbing in the UK has sparked outrage across the political spectrum and prompted protests outside a police station. Henry Nowak was handcuffed as he lay dying in December after his killer, Vickrum Digwa, falsely accused him of racism. In bodycam footage, the 18-year-old can be heard telling officers, "I've been stabbed," to which one officer responds, "I don't think you have." Prime Minister Keir Starmer said he felt "sick" after watching the footage, while Reform UK Leader Nigel Farage said the reaction to the case should be one of "pure, cold rage." Bloomberg's UK Politics Reporter James Woolcock joined Caroline Hepker and Stephen Carroll to discuss the political fallout and growing public anger over the case. (Source: Bloomberg)

‘It has always been more than just a team to me’ Driver currently third in this year’s standings Charles Leclerc has signed a new multi-year deal to remain driving for Ferrari, with the 28-year-old Monegasque extending his relationship with the team which began in 2019. He will continue to drive alongside Lewis Hamilton who also has a long-term contract with the team. Ferrari announced their decision to continue with Leclerc on the eve of his home grand prix at Monaco this weekend. He has been a staunch Ferrari driver for almost all of his career and has competed in 155 races for the Scuderia, a tally second only to Michael Schumacher’s enormously successful tenure with Ferrari between 1996 and 2006. Continue reading...

金龙汽车公告，2026年5月客车生产量4146辆，同比1.57%；其中大型1209辆，同比-18.31%，中型439辆，同比-41.07%，轻型2498辆，同比34.52%。客车销售量3509辆，同比-1.85%；其中大型1016辆，同比-27.84%，中型458辆，同比-16.27%，轻型2035辆，同比25.62%。本年累计生产19187辆，同比-3.37%，累计销售19074辆，同比4.63%。

鑫科材料公告，公司股票于2026年6月1日、6月2日和6月3日连续3个交易日内日收盘价格涨幅偏离值累计达到20%，根据《上海证券交易所交易规则》有关规定，属于股票交易异常波动情况。经公司书面征询公司控股股东及实际控制人，截至本公告披露日，不存在应披露而未披露的重大事项。

Wall Street's median target price says the S&P 500 (SNPINDEX: ^GSPC) will increase to 8,698 over the next year. That implies 14% upside from its current level of 7,615. Meanwhile, analysts estimate the healthcare and communication services sectors will return 21% over the same period. Investors who want direct exposure to those sectors should consider buying shares of the Vanguard Health Care ETF (NYSEMKT: VHT) and Vanguard Communications Services ETF (NYSEMKT: VOX) . Here are the important details. Image source: Getty Images. Continue reading

专题：聚焦美股2026年第一季度财报 中东冲突抬升成本、消费信心走弱，服装零售商普遍承压 ZARA 母公司Inditex（ITX）股价上涨 5.73%。公司表示，尽管中东战事推高原材料与物流运费、服装行业整体经营环境严峻，上月公司营收增速仍出现提速。 这家西班牙时尚巨头旗下还拥有玛西莫・杜蒂、波丝卡等服饰品牌。公司周三披露：5 月 1 日 —6 月 1 日期间， 固定汇率口径 销售额同比大涨 11.5%，较截至 4 月 30 日一季度 8.8% 的营收增速显著抬升；其一季度总营收 87.5 亿欧元（折合 101.8 亿美元），Visible Alpha 汇总的分析师一致预期为 87.2 亿欧元，业绩小幅优于预期。 受波斯湾地缘冲突带来的成本上涨、居民消费意愿下滑双重冲击，全球服装零售商经营普遍承压。 Inditex称：“全品类开支均执行精细化管控，成本管控成效向好。” 公司一季度净利润由去年同期 13.1 亿欧元增至 13.8 亿欧元。 公司展望 2027 财年（截至次年 1 月）毛利率保持平稳，波动区间控制在正负 0.5 个百分点以内。 责任编辑：郭明煜

Johnson tells BBC documentary he played tennis in early 2016 with then prime minister to discuss EU referendum UK politics live – latest updates David Cameron offered Boris Johnson a senior Cabinet position in return for campaigning for the UK to remain in the EU during the 2016 referendum, it has been revealed In the event, and with four months to go before the vote, Johnson transformed the terms of the debate by announcing in February 2016 that “after a huge amount of heartache” he was throwing his weight behind the campaign to take Britain out of the EU. Continue reading...

注册会计师、税务师、人工智能专业技术人员等符合条件可“入伙”。 上海拟立新规，允许满足特定条件的部分律所，可吸收注册会计师、人工智能专业技术人员等非律师成为合伙人，引发律界关注。 据上海人大网消息，5月29日，《上海市律师事务所特别合伙人若干规定（草案）》（下称《草案》）向社会公开征求意见。 《草案》最受关注的规定，是明确注册会计师、税务师、注册造价工程师、专利代理师、人工智能专业技术人员这五类没有取得律师执业证书的专业人员，可以入伙成为律师事务所的特别合伙人，前面所列专业人员应当具有连续五年以上相关从业经历，并且没有受过刑事处罚、行业主管部门行政处罚或者行业自律组织行业惩戒。 根据《草案》，吸收特别合伙人的律师事务所应当符合这些条件：经市司法行政部门批准设立满五年；采用特殊的普通合伙形式设立；有三十名以上专职执业的律师；五年内未受过司法行政机关行政处罚或者律师协会行业惩戒。 上述规定极大限缩了可吸收特别合伙人的律所范围。根据律师法，律师事务所可以由律师合伙设立、律师个人设立或者国家出资设立，合伙律师事务所可采用普通合伙或者特殊的普通合伙形式设立。据公开消息，截至2023年9月17日，上海市有特殊普通合伙律所95家。 《草案》公开后，在律界引发不小反响，主要在于《草案》打破了以往律师法等规定的“律师才能做律所合伙人”的行业铁律。 不过，上海不是第一个进行此尝试的地方。此前，海南经济特区和陕西均在地方的律师条例中增加了非律师担任律所合伙人的相关规定，但对比相关条款的丰富程度，有律师认为上海方案的意义有所不同。 《草案》的出现也并不突然，早在2021年上海市司法局发布的《上海司法行政“十四五”时期律师行业发展规划》中，上海已经提出支持引导注册会计师、注册税务师、注册造价工程师、专利代理人等其他专业人员担任律师事务所特别合伙人。 据上海人大网公布的对《草案》征求意见的说明，该《草案》的制定背景是为推进上海在法律服务领域的改革开放，精准对接高端法律服务需求，根据中央决策部署和有关规定，司法部积极支持上海市实施律师事务所特别合伙人制度，将相关非法律专业服务人员吸收为律师事务所合伙人。 《草案》公开后，律师们讨论最多的问题是，《草案》是否释放出了鼓励资本入场的信号？ 有一种观点认为，把“特别合伙人”理解为资本、咨询公司、技术公司进入律所控制权结构的通道是“误读”，《草案》是为跨...

年轻人对于“老登白酒”的态度，取决于酒企是真心改变，在口感、沟通方式上做颠覆，还是又一次“旧瓶装新酒”的营销轮回。 这届618，茅台老大哥带头“变小”。 日前，茅台、五粮液、汾酒、泸州老窖、洋河、古井贡酒、郎酒、贵州习酒、剑南春九大品牌联合推出50ml“小酌瓶”系列。舍得酒业也在京东、淘宝上线125ml的“智慧舍得·短歌行”。 小瓶酒并非新鲜事物。2022年茅台推出100ml“小可爱”，2021年五粮液推出100ml“小五粮”。再往前追溯，江小白、小郎酒、劲酒靠小瓶酒都火过一把，小郎酒成长为10亿级大单品，江小白业绩一度飙到30亿。 如今旧潮回流。这波小酒热潮，能否解决酒企的“新难题”，真正让年轻人爱上“老登白酒”吗？ 小酒的风又吹回来了 小酒的风潮再度回归，从消费端到企业端，热度正在多个层面同步升温。 在消费端，小瓶酒在线下渠道的陈列已越发普遍。 酒周志注意到，在KKV、物美、盒马的酒水区域，小郎酒、洋河、五粮液、江小白等白酒品牌有单独的小酒瓶陈列，价格区间从9.9元到199元不等；部分门店将小瓶酒与小瓶洋酒并列摆放，供顾客挑选。 小瓶酒走俏，最活跃的当属年轻消费者。他们开始用小瓶白酒作为基酒进行DIY调酒，并在社交平台上分享配方。美团数据显示，过去一年，美团闪购50ml以下的小容量白酒销量同比增长超过140%。 除了即饮消费，小瓶酒还因其造型精致，吸引了不少人专门收藏。在小红书、抖音等平台上，关于小酒收藏的讨论十分活跃，很多网友在评论区晒出自己的小酒版白酒柜；#小瓶酒收藏#、#小瓶酒推荐#、#小瓶酱香型白酒#、#收藏小瓶名酒#等话题累计播放量接近百万。 从企业端来看，白酒企业已集中布局小酒赛道。 此前，酒鬼酒为顺应白酒消费趋势的变化，逐步推进“二低一小”战略，其中在小酒方面，企业着力进行口感培育；水井坊也曾公开表示，公司在线上及新零售渠道试点推出小包装产品，拓展新兴消费群体与消费场景是战略重点，将持续推动产品和活动创新。 古井贡酒推出老瓷贡光瓶酒，共有三种规格，除了500毫升和1升的大瓶装外，还有125毫升的迷你版；京东超市也与洋河合作，推出211毫升的洋河大曲高线光瓶小酒。 从单兵作战到集体出击，小酒热潮正被推向新高度。 此次行业层面的集体行动中，中国酒业协会与美团闪购联合九家头部企业， 将茅台飞天、五粮液普五、汾酒青花汾30、泸州老窖国窖1573、洋河M6+...

A Labour led UK parliamentary committee has urged the government to remove Palantir Technologies from the £330m NHS Federated Data Platform contract. The committee cites privacy, national data security, and a perceived mismatch with British values, and recommends using a 2027 break clause to seek alternative providers. This move raises questions around Palantir’s position in sensitive government data projects, particularly in healthcare. Palantir Technologies (NasdaqGS:PLTR) is in focus...

Palantir Faces UK Privacy Backlash What It Means For NHS Contract Risk Yahoo Finance

Google has caved to regulatory pressure to let websites block the search giant from using their content in its AI overviews feature.

BEIJING, China, June 03, 2026 (GLOBE NEWSWIRE) -- Zhihu Inc. (“Zhihu” or the “Company”) (NYSE: ZH; HKEX: 2390), a leading online content community in China, today announced its unaudited financial results for the quarter ended March 31, 2026.

英特尔美股盘前涨超4%，现报112.25美元。

格隆汇6月3日｜瑞穗将Okta的目标价从110美元上调至125美元，评级则从“跑赢大市”下调至“中性”。(格隆汇)

*ST新元公告，公司因与贵州省广播电视信息网络股份有限公司福泉市分公司、贵州省广播电视信息网络股份有限公司、贵州润泉实业有限公司存在施工合同纠纷，公司向贵州省福泉市人民法院提起诉讼，涉案金额为7261.7万元及利息。该诉讼案件已立案，但尚未开庭审理。目前，该诉讼事项对公司本期利润或期后利润的具体影响尚存在不确定性。

Amancio Ortega moved into 10th place on the Forbes real-time billionaires list after the retailer he co-founded, Inditex, reported accelerating sales in the current quarter.