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Treasury Wine Flags Lower Earnings and Focus on Luxury Market

Bloomberg 📅 06/04 08:04
Australian vintner Treasury Wine Estates Ltd. is expecting lower earnings for the current financial year as it looks to focus on solidifying key markets and bolstering its position in the luxury portfolio. In a presentation to investors on Thursday, Treasury Wine, maker of the iconic Penfolds brand, said its earnings for the fiscal year ending June would be in the range of A$480 million ($342 mill...

Nvidia (NVDA) and Marvell Technology (MRVL) Shine at Computex wi - GuruFocus

Google 📅 06/04 08:03 NVDA.O
Nvidia (NVDA) and Marvell Technology (MRVL) Shine at Computex wi GuruFocus

别只看减亏,聊一聊美团的“物理AI”

36kr 📅 06/04 08:03 9988.HK3690.HK700.HK
短期减亏,修复的是基本盘。长期科技布局,才决定企业未来。 6月1日晚,美团交出一份市场松了口气的成绩单。 今年第一季度,美团营收910.39亿元;经营亏损从上季度的100亿收窄至20亿,比投行预期少亏了一半。小象超市、海外Keeta等新业务同步收窄,从46亿降到21亿。 但说实话,减亏,其实只是最表层的业绩信号。 外卖大战没有真正赢家。经历去年残酷贴身肉搏后,今年三大平台不约而同收手,补贴战压力缓...

Nvidia (NVDA) Set to Disrupt PC Market with New Chip Series - GuruFocus

Google 📅 06/04 08:03 NVDA.O
Nvidia (NVDA) Set to Disrupt PC Market with New Chip Series GuruFocus

Target hijacks Amazon to keep winning shoppers back

Yahoo 📅 06/04 08:03 AMZN.O
For the past year, many big retailers have been battling to attract the cash-strapped American consumers. Then there’s Target, which also faced a set of challenges of its own, stemming from several controversies and boycotts over its Pride collection and the scaling back of its DEI (diversity, ...

黄金市场虚惊一场?印度央行紧急澄清:没有出售

金融界 📅 06/04 08:02
印度央行周三(6月3日)否认有关其正在出售 黄金 的报道,称相关说法“并不正确”,并援引最新数据表示,印度央行持有的实物黄金库存仍保持不变。 印度央行在一份关于黄金持有量的澄清声明中表示,最新月度公报数据显示,4月实物黄金库存稳定在880.52公吨。印度央行称,截至目前,其实物黄金库存仍维持在这一水平。 这一表态意在回应市场有关印度央行可能出售黄金储备、转而增持外币资产的猜测。 印度央行:黄金库存...

Cathie Wood’s ARK buys Alphabet stock, sells AMD

Investing 📅 06/04 08:02 GOOG.OAMD.O

信達生物105億美元合作落地 Co-Co模式成中國創新藥出海新樣本 - Yahoo 財經

Google 📅 06/04 08:02 1801.HK
信達生物105億美元合作落地 Co-Co模式成中國創新藥出海新樣本 Yahoo 財經

强制会员风波背后:MINISO增长焦虑与消费自由的碰撞

金融界 📅 06/04 08:02
在中国快消零售竞争日趋激烈的当下,一家以“高性价比生活方式”闻名的零售品牌正陷入一场关于消费自由与商业策略边界的舆论风暴。近日,多地消费者反映,在MINISO线下门店,即便购买的是饮用水、文具或日用品等低价商品,也被要求先注册会员才能完成结账。这一现象迅速在社交媒体发酵,将这家全球扩张迅速的零售企业推上了舆论焦点。 从表面看,这似乎只是一次门店运营规则的执行偏差,但随着讨论扩散,它逐渐呈现出更复杂...

达利欧称美债已越过临界点,美联储或将人为压低利率

新浪 📅 06/04 08:01
桥水创始人瑞·达利欧表示,美国已经越过了一道无法回头的债务门槛,美联储可能很快就会被迫采取类似20世纪30年代那样的政策,即人为维持低利率水平。 在福布斯“颠覆者峰会”上,达利欧表示,美国联邦政府支出达 7 万亿美元,而收入仅为 5 万亿美元,这种状况正像“动脉中的斑块”一样严重地挤压着经济。 达利欧表示,美债长端收益率相对短端走高,这显然是债券持有者对低实际回报率感到不满的一个典型信号。他指出,...

Why we're raising our price target on Broadcom despite its post-earnings sell-off

CNBC 📅 06/04 08:01 MSFT.OGOOG.OMETA.O
Broadcom posted strong quarterly results after the bell on Wednesday, but didn't provide enough upside to its guidance to move the stock higher. Revenue in the fiscal second quarter of 2026, which ended May 3rd, was $22.19 billion, a slight miss versus the $22.27 billion consensus forecast, according to estimates compiled by LSEG. On an annual basis, revenue rose 48%. Adjusted earnings per share (...

美股收评:美伊炮火震动华尔街!标普九连涨戛然而止,股债油三杀拉响危险警报

金融界 📅 06/04 08:01 MSFT.ONVDA.OAVGO.O
美东时间周三(6月3日),伴随着美伊冲突急剧升级、国际油价与美债收益率双双飙升,美股全线承压,标普500指数遗憾止步于历史性的“九连阳”纪录。截至收盘,道指狂泻超620点,AI概念股遭遇全面清洗,英伟达、微软等巨头跌幅超3%。中东地缘局势的恶化直接推动WTI原油逼近96美元。与此同时,美国5月ADP就业数据意外超预期,加之联储最新褐皮书拉响通胀高企及中低收入群体“消费分化”的警报,彻底粉碎了市场的...

Singapore Bourse May Spin Its Wheels On Thursday

Nasdaq 📅 06/04 08:00
(RTTNews) - The Singapore stock market has finished higher in three straight sessions, collecting almost 150 points or 2.9 percent in that span. The Straits Times Index now sits just beneath the 5,140-point plateau although it may be stuck in neutral on Thursday.

美国301关税:第一只靴子已经落地

财新 📅 06/04 08:00
IEEPA关税被推翻,但新的section 301 关税马上要来了 当地时间2026年4月22日,美国新泽西州伊丽莎白市航运码头。图:视觉中国 该来的还是来了。 美国贸易办公室(以下简称USTR)6月2日公布了第一个section 301调查(“强制劳工”)的初步结论和征收新关税提议,第二个section 301(“产能过剩”)的调查结果预计也很快会公布。如业界所料,USTR正按计划加速推进调查,...

Form 144 Outset Medical For: 3 June

Investing 📅 06/04 08:00

2万亿美元灰飞烟灭!比特币以“惊人速度”惨遭腰斩,更大抛售风暴将至?

金融界 📅 06/04 08:00 TSLA.O
历经去年的史诗级疯狂后,全球加密货币市场在2026年6月初遭遇了一场历史性的流动性海啸。自去年10月触及4.4万亿美元的巅峰以来,加密市场总市值已以“令人惊恐的速度”蒸发近2万亿美元。比特币价格彻底失守70,000美元关键心理防线,较去年创下的126,000美元历史高点腰斩近50%,导致包括亿万富翁马克·库班(Mark Cuban)在内的多位大鳄临阵倒戈。贝莱德(BlackRock)ETF的意外撤...

Booking system considered to protect popular Hong Kong hiking trail from crowds

SCMP 📅 06/04 08:00
Authorities are considering a pilot booking system for one of Hong Kong’s most popular hiking routes and creating a new marine park at Sharp Island in Sai Kung, following bigger-than-expected crowds during mainland Chinese holidays. The proposals were outlined in a paper submitted to a Legislative Council ecology and tourism subcommittee ahead of a meeting on Monday. The Agriculture, Fisheries and...

Singapore’s Pritam Singh is facing cracks in his party. What does this say about the opposition?

SCMP 📅 06/04 08:00
Just over a year after consolidating its status as Singapore’s main opposition, the Workers’ Party (WP) is grappling with internal fissures as chief Pritam Singh’s role is being questioned by his own members. Singh, who has led the WP since 2018, is facing a special conference later this month called by 25 cadre members pushing for him to step down as secretary general for breaching the party cons...

Amazon engineers in Seattle slam employer for building AI data centers while laying off 30,000 staffers

CNBC 📅 06/04 08:00 MSFT.OGOOG.OMETA.O
In this article AMZN Follow your favorite stocks CREATE FREE ACCOUNT The Amazon headquarters in the South Lake Union neighborhood of Seattle, Washington, US, on Tuesday, Oct. 28, 2025. David Ryder | Bloomberg | Getty Images A group of Amazon engineers appeared at Seattle City Council hearings on Wednesday to throw their support behind efforts to regulate the development of giant AI data centers in...

RiverPark Long/Short Opportunity Fund Q1 2026 Commentary

Seeking Alpha 📅 06/04 08:00
franckreporter/iStock via Getty Images The RiverPark Long/Short Opportunity Fund ((the “Fund”)) declined 9.77% in the first quarter of 2026, compared to a decline of 4.33% for the S&P 500 Total Return Index. Markets opened the year on solid footing but turned sharply volatile as the quarter progressed. The dominant macro shock was the escalation of the conflict with Iran, which intensified in late...

非遺六月|下周六辦「非遺雅宴」 蛋撻涼茶舞獅融入菜餚 盼市民日常發掘非遺文化

i-cable 📅 06/04 07:59
【有線新聞】第二屆「非遺六月」下周六舉行「非遺雅宴」,推出以香港非物質文化遺產技藝為主題的菜單。 「非遺雅宴」活動與西九故宮文化博物館內中菜廳合作,由廚師及學者設計的菜單融入蛋撻、涼茶、舞獅及石獅子等非遺元素,下周六舉辦約20圍晚宴,邀請學者和非遺業界人士參與。飲食集團會保留菜單半年,鼓勵市民在日常生活發掘香港非遺文化。 「非遺六月」主席劉智鵬:「非遺來自生活。我們生活都很瑣碎的,我們平時見到的非...

达利欧重磅警告:AI狂热终将破裂!市场正重演2000年互联网泡沫

金融界 📅 06/04 07:59 NVDA.O
全球最大对冲基金桥水基金(Bridgewater Associates)创始人瑞·达利欧(Ray Dalio)近日对当前席卷全球资本市场的 人工智能 投资热潮发出警告称,AI革命虽然拥有巨大的长期潜力,但历史经验表明,重大技术变革往往伴随着资产泡沫,而这些泡沫最终都会破裂。 达利欧周三(6月3日)接受 Bloomberg TV 采访 时表示,当前AI投资狂潮已经显现出典型泡沫特征,包括估值高企、投...

Cattle Face Wednesday Weakness, as Possible Screwworm Case Emerges

Nasdaq 📅 06/04 07:59
Live cattle futures ended the Wednesday session with contracts down $1.05 to $2.42 on the day. Cash trade started this week at $255, creeping up to $256 on Wednesday afternoon. The Wednesday Fed Cattle Exchange showed sales of $257 on 70 of the 1,256 head offered, with other bids of...

Cotton Posts Mixed Action on Wednesday

Nasdaq 📅 06/04 07:59
Cotton futures posted weakness in the front months of 3 to 31 points, with deferred contracts steady to 26 points higher on Wednesday. The US dollar index was up $0.301 at $99.785. Crude Oil was another $2.44 higher to $96.20. The Seam reported sales on 137 bales on Tuesday at...

Soybeans Fall into Wednesday’s Close

Nasdaq 📅 06/04 07:59
Soybeans broke to the downside on Wednesday, with contracts down 8 ½ to 11 ¼ cents at the close. The cmdtyView national average Cash Bean price was down 11 1/4 cents at $10.95 1/2. Soymeal futures were 60 cents to $5.40 lower, with Soy Oil futures 30 to 71 points...

Hogs Post Strength on Wednesday

Nasdaq 📅 06/04 07:59
Lean hog futures closed the midweek session with contracts up 35 cents to $1.15. USDA’s national base hog price was reported at $94.36 on Wednesday afternoon, down $1.21 from the day prior. The CME Lean Hog Index was back up 14 cents on June 1 at $91.65. USDA’s pork carcass...

Visa和万事达的信用卡撤出古巴市场

格隆汇 📅 06/04 07:58
格隆汇6月4日|在美国的压力下,有更多企业正撤离古巴。据古巴国家媒体援引该国中央银行的一份声明报道,受美国总统特朗普最新制裁措施的影响,Visa(V.N)和万事达(MA.N)在该国的交易业务将自本周末起暂停。在此之前,美利亚国际酒店集团已宣布,该品牌将撤出古巴,并立即终止其在古巴15家酒店的运营协议。尽管这家西班牙企业并未明确提及美国的制裁措施,但该公司表示,做出这一决定是出于对古巴“地缘政治、社...

Rupiah Near 18,000 Level Has Markets on Guard for Intervention

Bloomberg 📅 06/04 07:57
The Indonesian rupiah is closing in on a key psychological level, putting market watchers on watch for a stronger response from the central bank. The local currency is less than 0.3% away from hitting the 18,000-per-dollar level after touching a new low Wednesday. BNP Paribas SA, MUFG Bank Ltd. and PT Mega Capital Sekuritas expect Bank Indonesia to step up market intervention measures, while furth...

“历史正在重演,而且不是好事”!华尔街巨鳄阿克曼:AI狂热像极了2000年互联网泡沫前夜

金融界 📅 06/04 07:57 MSFT.OMETA.OAMZN.O
亿万富翁投资者、潘兴广场资本管理公司(Pershing Square Capital Management)创始人兼首席执行官比尔·阿克曼(Bill Ackman)警告称,当前市场正在重演2000年互联网泡沫时期的部分特征,而这并不是一个积极信号。#洞见2026# 阿克曼在周三(6月3日)发布的“All In”播客节目中表示,投资者正在追逐当下最火热的股票板块,包括芯片、 半导体 和能源,而一些真...

Why we're raising our price target on Broadcom despite its post-earnings sell-off - CNBC

Google 📅 06/04 07:57 AVGO.O
Why we're raising our price target on Broadcom despite its post-earnings sell-off CNBC
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