Set to be this year’s biggest blockbuster, The Odyssey’s cast has been selected to ‘represent the world’. Fair enough – except that one key country seems to have gone completely unrepresented … There are the American accents, gleaming body suits and a muddy Dunkirk palette. And then there is Lupita Nyong’o as Helen of Troy, a casting choice that recently drew racist attacks from the usual moaners of the internet , including Elon Musk, who complained it wasn’t authentic. Authenticity matters. He’s just focusing entirely in the wrong place. To many Greeks, what concerns us most about the first look at Christopher Nolan’s adaptation of Homer’s Odyssey is the whereabouts of Billy Zane. Zane, like other beloved members of the Greek diaspora in Hollywood, has recently appeared on “Alternative Odyssey” lists on the Greek side of social media, as well as over dinner table debates from Patras to Palmers Green. (Theo James, Jennifer Aniston, Hank Azaria, and Dave Bautista are among the other nominees.) Greek and Greek Cypriot media platforms are writing open letters . It’s a symptom of feeling left out by Hollywood, again and with no explanation, from our foundational mythologies and epics, with a cast list that features not even a token –opoulos, –edes, or –iannou. Not a single Greek. Continue reading...

南向资金今日净买入186.83亿港元。盈富基金、恒生中国企业分别获净买入约75.34亿港元、16.61亿港元；联想集团、长飞光纤光缆分别遭净卖出8.74亿港元、4.94亿港元。

Shy Balore explains the "Lifeboat Effect" in the software market, where investment is shifting from traditional SaaS companies to the agentic AI stack. He details how AI agents are repricing legacy software and driving growth in orchestration, security, connectivity, and data layers. The discussion includes specific companies like Palantir, Salesforce, CrowdStrike, Zscaler, Cloudflare, Snowflake, and MongoDB.

俄罗斯国防部6月3日通报称，过去一夜，俄防空系统在莫斯科州、别尔哥罗德州、布良斯克州等多地共拦截和击毁超过350架乌克兰无人机。 乌克兰空军6月3日通报称，2日18时至3日凌晨，俄军共向乌克兰发射198架无人机。截至3日早晨8时，乌军共击落和电子战压制其中近190架无人机。(央视新闻)

Nvidia (NVDA) Enhances Security with Infineon's Integration GuruFocus

美国提议对自印度进口的商品加征12.5%的额外关税，称印度是未能遏制强迫劳动产品进口的约60个经济体之一，此举可能使正在新德里进行的美印贸易谈判变得更加复杂。 美国贸易代表办公室（USTR）提出这一建议之际，印度贸易官员与由美国贸易代表助理Brendan Lynch率领的代表团举行为期三天的会谈进入了第二天。 该办公室周二在一份长达92页的报告中表示，印度“未能制定并有效执行禁止强迫劳动产品进口的措施”，并指责这个南亚国家的政策不合理，给美国商业造成了负担。 美国贸易代表格里尔（Jamieson Greer）表示：“我们最重要的贸易伙伴们未能解决使用强迫劳动生产商品的进口问题，这是不可接受的。” “这导致美国工人被迫在不公平的全球竞争环境中竞争。” 印度商务部尚未立即回应置评请求。 责任编辑：刘明亮

导语 2026年春天，在一场教育装备展上，一群围观者把展台围得水泄不通。场地中央，几台人形机器人正在完成自主移动、避障、协同互动，有学校老师举着手机录像，也有地方教育部门负责人反复询问课程和实验室方案。与此同时，另一边的展馆里，“具身智能实验室”“校园AI机器人平台”“人形机器人课程体系”等词开始越来越频繁地出现。 过去几年，人们已经见惯了AI学习机、智能课堂和数字人教师，但机器人突然开始大规模进入学校，依然是一件足够新鲜的事。 真正值得注意的，并不是“机器人教育”这件事本身，而是越来越多原本并不属于教育行业的机器人公司，正在集体把学校当成重要目标。从人形机器人企业到具身智能公司，从自动驾驶团队到机器人实验室，很多此前长期围绕工业、科研、自动化展开业务的企业，如今却开始密集推出校园实验室、K12课程体系、青少年科技项目和AI社团解决方案。 如果只从教育行业角度理解，这很容易被看成一轮新的“机器人教育热”。 但如果把视角放回整个AI产业，会发现事情远没有那么简单。 因为今天机器人公司真正争夺的，可能并不是教育市场本身，而是AI进入现实世界之后，最重要的早期入口之一。 而学校，恰恰是那个最特殊的场景。 机器人行业，开始进入“现实世界焦虑” 过去两年，AI行业最明显的变化之一，就是具身智能突然成为科技产业的新焦点。 相比过去主要停留在屏幕里的大模型，越来越多企业开始尝试让AI真正进入物理世界。它不仅要能够理解语言，还要能够移动、感知、操作、协同，甚至在复杂环境中完成实时决策。这也是为什么，人形机器人会在近两年突然成为资本市场和科技行业最热门的方向之一。 但随着行业迅速升温，一个更现实的问题也开始浮现。 对于大模型来说，训练数据可以来自互联网；而对于机器人来说，真正重要的数据却只能来自现实世界。机器人不仅需要“知道”，还需要“做到”——它需要理解空间、控制身体、识别障碍、与人互动，并在不确定环境里持续完成动作协同。这意味着，机器人真正缺少的，从来不是概念，而是长期真实环境中的训练能力。 也正因为如此，整个机器人行业正在进入一种明显的“落地焦虑”阶段。 过去行业竞争的是谁能让机器人站起来、跑起来，而现在更重要的问题变成了：机器人如何真正进入现实世界。工厂、仓储、医院、商场、酒店、家庭……几乎所有真实场景，都开始成为机器人公司争夺的对象，因为谁能够最早进入现实环境，谁就更有机会...

Key PointsThe consensus among Wall Street analysts says the healthcare and communication services sectors will beat the S&P 500 over the next year.

红星发展公告，公司股票交易于2026年5月29日、6月1日、6月2日连续3个交易日内日收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动。公司股票连续10个交易日收盘价累计涨幅75.30%，显著高于同期上证指数大盘整体的波动情况。公司最近10个交易日累计换手率133.06%，换手率明显偏高。2026年第一季度，公司实现营业收入4.73亿元，同比下降11.23%；实现归属于上市公司股东的净利润为2864.98万元，同比下降2.25%。

美銀證券：騰訊控股(00700)微信AI智能體可能最快第四季進行全面公測 支持估值重評 富途牛牛

美銀證券：騰訊控股(00700)微信AI智能體可能最快第四季進行全面公測 支持估值重評 富途牛牛

记者从多方渠道获悉，近期多地银行正按有关部门的关注和指导，适当加大信贷投放力度。部分受访银行人士透露，计划推动具备条件的分支机构通过经营贷、个人抵押贷款乃至票据融资等方式补充投放规模。对于信贷风险的把控，多位受访人士均向记者表示，目前并未出现明显放松风险标准的趋势。对于银行而言，扩大投放与控制风险仍需保持平衡。(蓝鲸新闻)

META stock inched higher in the premarket session on Wednesday afte three-sessions in the red.

Jensen Huang Praises Meta, Says ‘Nobody Uses AI Better’ – META Stock Rebounds In Premarket Yahoo Finance

Deutsche Bank AG may set aside more money than analysts had expected for souring loans in the three months through June as it cleans up its balance sheet. Credit loss provisions in the quarter “will be lower sequentially, quarter over quarter, perhaps a little bit higher than consensus,” Raja Akram , the lender’s chief financial officer, said at an investor conference on Wednesday. The bank will take a hit of about €100 million ($116 million) to exit non-performing exposures, although the resulting positive effect on its capital ratio “way more than offsets” the drag from the provisions, Akram said at the event hosted by Goldman Sachs Group Inc. Deutsche Bank fell 5.4% as of 11:24 a.m. in Frankfurt. The war in Iran has complicated Deutsche Bank’s goal to raise profitability as higher oil prices threaten to curb economic growth and push up defaults. Still, Akram said that the underlying trends in credit quality are proving “pretty favorable” for the German lender and that clients are engaging in key businesses. The CFO said he is “super happy with how April and May started” for the investment banking and capital markets business. Akram said he expects to see growth in Deutsche Bank’s key fixed income and currencies trading and financing arms compared to a year earlier. Read More: JPMorgan, BofA CEOs Predict New Round of Trading Windfalls While most Wall Street firms benefited from the market volatility in the first quarter, Deutsche Bank’s fixed income trading declined slightly, reflecting the impact of a stronger euro and weakness in rates trading — an area that also blindsided Goldman Sachs. Deutsche Bank also couldn’t benefit from volatility in commodities and equities, which it exited years ago. Several large Wall Street banks have recently predicted another banner quarter for their trading desks.

A Malaysian power systems specialist has struck a deal with a Hong Kong battery storage firm to pursue large-scale projects aimed at helping the country prepare its electricity grid for more renewable energy. The two-year agreement between Mikro MSC Berhad and Hong Kong Cospower Technology Co Ltd (HKCT) makes the company HKCT’s exclusive strategic partner in Malaysia for utility-scale battery energy storage system (BESS) projects. Such battery systems are meant to address one of solar power’s...

With mutual fund companies having to adhere to investment mandates as part of the regulatory revamp of the 40 trillion yuan (US$5.9 billion) industry, Chinese money managers may find it difficult to improve fund performance. China Asset Management and E Fund Management, the industry’s biggest players, and 10 of their peers recently unveiled separate plans as a response to the new regulatory requirements, pledging to stick to the investment scopes in prospectuses and set better benchmarks for...

Sarah Wynn-Williams would have risked possible sanctions from tech firm for even nodding her head.

中芯國際(00981) 暫停辦理過戶登記手續或更改暫停辦理過戶日期 信報網站

Source: Bloomberg, 0:00

騰訊控股(00700.HK)6月3日耗資1.27億港元回購27.55萬股 Moomoo

騰訊控股(00700)6月3日耗資約1.27億港元回購27.55萬股 富途牛牛

騰訊控股(00700)6月3日耗資約1.27億港元回購27.55萬股 富途牛牛

US stocks struggled to build on record gains as growing strains on the ceasefire between the US and Iran sent oil prices higher for a third straight day. The cautious mood follows flare-ups in the Middle East that are testing a fragile truce between Washington and Tehran, with US forces intercepting ballistic missiles and drones aimed at neighboring countries and striking an Iranian command center in response. The US is proposing new tariffs of at least 10% on imports from 60 trading partners in President Donald Trump’s biggest move to rebuild his protectionist wall since his earlier levies were struck down by the US Supreme Court. The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie. (Source: Bloomberg)

格隆汇6月3日丨美国资产管理公司股价盘前下跌，因瑞士的Partners Group限制了86亿美元私募基金的赎回。KKR集团下跌3.9%，黑石集团下跌3.7%，Blue Owl下跌1.5%，Ares Management下跌2.2%，Carlyle Group下跌1.1%。

At least 21 people were killed when a fire ripped through a hotel in New Delhi on Wednesday, police said, in one of the deadliest blazes in the Indian capital in recent years. Building fires are common in India due to a lack of firefighting equipment and routine disregard for safety regulations. The fire broke out in the morning at Flourish Stay, a bed-and-breakfast in a congested neighbourhood in the south of the city, Delhi Police said in a statement. “It is with profound sorrow that 21...

欧盟委员会即将发布预警，受能源成本高企、产业结构调整与绿色转型多重因素拖累，未来数年欧盟多国或将出现大规模失业潮。 据报道提到的数据显示，这些内容收录于欧盟春季经济政策审议文件，这份文件定于周三正式发布，内含欧委会面向欧盟各国的经济与政策建议，相关数据凸显布鲁塞尔方面对欧盟经济困境的担忧持续加剧。 欧盟委员会分管就业技能的执行副主席罗克萨娜・明扎图表示：“欧洲竞争力不能只依靠技术、资本与金融监管构筑，归根结底要依托人力、劳动者掌握的技能，以及我们创造的就业机遇，让民众充分参与经济社会建设。” 受美以对伊朗战事持续扰动国际油价影响，欧委会测算，2026年能源价格上涨或将威胁56万个工作岗位，建筑业、冶金、化工、交通运输是受冲击最严重的领域。 经济走弱促使欧盟下调就业预期：去年秋季欧委会预测2026、2027两年欧盟失业率分别为5.9%、5.8%，如今修正为连续两年维持6%。 同时各国政府财政压力抬升，欧盟27国整体财政赤字占GDP比重，由2025年的3.1%扩大至2026年3.5%，2027年或将进一步升至3.6%。 这份政策文件将重心转向劳动力议题，提出：若无法缓解劳动力短缺与技能断层问题，欧洲提升整体竞争力的规划无从落地。 与此同时，欧盟全境企业持续招工难。 欧委会数据显示，2023年68%中型企业遭遇技能人才缺口；2024年已有77%企业表示，用工短缺、技能错配阻碍企业投资扩产。 各项调研结论印证本次春季文件核心观点：经济体抗风险能力越来越取决于人力资本投入。 欧盟本次配套政策首次把基础教育、职业培训、成人继续教育、理工科技能培育、在职人员再培训，纳入欧盟经济治理核心框架。 责任编辑：陈钰嘉

核心要点 诺和诺德 于阿联酋推出减肥口服药维格维（Wegovy）。 这是该款药片在美国本土之外的首个上市市场。 这家丹麦药企周三宣布，减肥口服药维格维正式登陆阿联酋，这也是该药品首次在美国以外地区上市。 诺和诺德国际业务执行副总裁埃米尔・康肖伊・拉尔森表示，公司海外落地药品将综合参考患者用药需求、医护人员配套筹备情况、当地医疗与线上问诊基建完善度三大因素。 “阿联酋在上述各项条件上均表现亮眼，未来数月我们还计划陆续在其他精选国家推出维格维口服药。” 阿联酋药品监管机构阿联酋药品管理局于本周初获批该药物，适应症包含体重管控，以及降低高危人群心血管发病风险。 拉尔森上月在 CNBC 采访中表示，诺和诺德全力推进维格维口服药海外商业化，该产品蕴藏巨大市场机遇。 减肥药全球竞争白热化，诺和诺德重仓口服版维格维 诺和诺德当前正面临减肥药物市场份额萎缩压力，机构预测 2030 年全球减肥药市场规模或将突破千亿美元。尽管诺和诺德是 GLP‑1 类肥胖治疗药物的先行者，但 礼来 旗下蒙扎罗（Mounjaro）已于 2025 年二季度超越诺和诺德的诺和泰（Ozempic），登顶全球销量最高的 GLP‑1 制剂。 目前美国市场仍包揽诺和诺德与头号竞品礼来过半营收，礼来近期也推出自研减肥口服药 Foundayo。 诺和诺德在 5 月初发布一季报时曾透露，在取得各国药监审批后，将于 2026 年下半年在部分海外国家上市这款口服减肥药，当时未披露具体落地国家。 责任编辑：郭明煜

中芯國際：暫停辦理股份過戶登記- Futubull 富途牛牛

格隆汇6月3日｜软件开发平台GitLab(GTLB.US)盘前跌6.25%报29.83美元。消息上，尽管公司刚发布的2027财年第一季度财报营收和利润双双超预期，但市场关注的焦点似乎完全落在了另一件事上——公司宣布了一项大规模重组计划，包括裁员14%并退出22个国家。简单来说，这份财报和重组的组合拳，让市场陷入了“短期业绩喜人，但长期战略生变”的纠结中，避险情绪暂时占了上风。