格隆汇6月4日｜据华尔街日报，包括OpenAI创始人奥尔特曼在内的顶级人工智能首席执行官共同签署一封信件，呼吁制定法律以保护免受生物武器威胁。美国人工智能企业高管联合致信，呼吁国会通过法律强制对合成DNA和RNA购买者进行筛查。

Vertigo3d/iStock via Getty Images By Benjamin Schroeder , Senior Rates Strategist Geopolitics have left eurozone bond spreads wider and falling oil prices may no longer ease the pressure Geopolitics continue to drive volatility, and as conflicting signals dampen hopes for a quick solution to the conflict, oil prices have drifted higher, closer to the US$100/bbl threshold again. The resulting market volatility and more aggressive central bank pricing also feed into bond spreads. In eurozone government bond spreads, Italian spreads have suffered the most. The 10y spread over German Bunds had peaked towards 95bp by the end of March before easing lower to now stand at just above 70bp, still more than 10bp above levels observed just before the turmoil. Less impacted have been French spreads, but they also sit around 6bp wider compared to before the crisis. If we model the countries’ 10y OIS spreads since the end of January by just taking oil prices as input, we can already explain 83% of the Italian spread dynamic. Oil alone also explains close to 70% of French spread dynamics, but only about 23% of Spain’s. That, of course, is reflective of how much these economies are exposed to higher energy prices. Italy is reliant on gas imports, especially from the conflict region, while France is regarded as shielded to some extent by its higher nuclear energy share. We also see consensus 2026 GDP forecasts for Italy having been revised lower by around 0.3% to now 0.5% since the start of the crisis. We see a revision of similar magnitude for France, though, by 0.3% to 0.7%, whereas Spain has seen only a marginal downward revision to still stand at around expected 2.2% growth for this year. Deficit revisions since the crisis hit have been smaller, also given that fiscal responses overall have been quite limited in scale so far, with overall debt levels already strained in many cases. Our view is that downward potential for oil prices, even in a more benign outcome, remains limited ...

The fallout from the Henry Nowak case and the Prince of Wales' pledge to support pubs dominate Thursday's papers.

Earnings Call Insights: Broadcom (AVGO) Q2 fiscal 2026 Management View "In our fiscal Q2 2026, total revenue reached a record $22.2 billion, up 48% year-on-year, above our guidance on strength in AI semiconductors." (President, CEO & Executive Director Hock Tan) "During the quarter, bookings for AI semiconductors were over $30 billion against the $10.8 billion we shipped." (President, CEO & Executive Director Hock Tan) "For the full year 2026, we expect to achieve AI semiconductor revenue of $56 billion, up approximately 180% from fiscal 2025." (President, CEO & Executive Director Hock Tan) "Now we expect this momentum to continue into fiscal year 2027 and reiterate our AI semiconductor revenue guidance to be in excess of $100 billion." (President, CEO & Executive Director Hock Tan) "To deliver this vision, we are creating the AI XPV platform with Apollo and Blackstone and other leading investors to deploy more than 20 gigawatts of compute capacity through 2028." (President, CEO & Executive Director Hock Tan) "The first tranche of this platform valued at $35 billion is, in fact, currently being launched by Apollo." (President, CEO & Executive Director Hock Tan) "As we announced, Kirsten will be retiring June 12. And today, we have joining us our incoming Chief Financial Officer, Amy Tenner." (Director of Investor Relations Ji Yoo) "Free cash flow in the quarter was a record $10.3 billion and represented 46% of revenue." (CFO & Chief Accounting Officer Kirsten Spears) Outlook Q3 consolidated revenue guidance of "$29.4 billion" (CFO & Chief Accounting Officer Spears) vs. $28,469,233,940 (analysts’ estimate) "We forecast semiconductor revenue of approximately $20.5 billion" and "Q3 AI semiconductor revenue of $16 billion, up over 200% year-on-year." (CFO & Chief Accounting Officer Spears) "For Q3, we forecast software revenue to be approximately $8.9 billion, up 31% year-on-year." (President, CEO & Executive Director Tan) "As the proportion of AI revenue significantly ...

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格隆汇6月4日｜台股低开，台湾加权指数跌超1%，报45968.9点。

Johann Wadephul said it was "no secret" Russia had stirred up sentiment against Germany over its support for Ukraine.

以色列国防军3日发表声明说，以军2日在加沙地带南部实施空袭，打死巴勒斯坦伊斯兰圣战组织（杰哈德）一名火箭弹发射小组负责人。声明说，被打死的武装人员名为艾哈迈德·阿布·穆盖西卜，曾参与策划针对以军士兵和以色列平民的袭击行动，并涉嫌参与向加沙地带走私。声明还说，以军当晚在加沙地带中部空袭数名巴勒斯坦伊斯兰抵抗运动（哈马斯）武装人员，打死其中一人。以军称，这些人员正在策划袭击行动，对以军构成“直接威胁”。以军表示，以军南方司令部部队目前仍按照停火协议部署在相关地区，并将继续采取行动，消除任何“即时威胁”。（新华社）

Autodesk Stock Rally: Why Momentum May Not Be Done YetAutodesk (NASDAQ:ADSK) Chief Financial Officer Janesh Moorjani said the company’s recent business model changes and planned acquisition of MaintainX are intended to position the design software maker for broader participation

近日，有网友在社交媒体晒出了自己的洞洞鞋和患病的脚，并称 “穿洞洞鞋得了角化型脚气”。 图｜ 微博@种草小小徐 评论区里，质疑声此起彼伏："这看着像是粗糙干燥的死皮，脚气有这样的吗？"还有人问，洞洞鞋看着不是很透气吗，怎么会引起脚气？ 实际上，脚气并非只有一种表现形式。角化型脚气的特点正是没有明显瘙痒，外表看起来像"老茧"或"死皮"， 容易被误认为是皮肤干燥或老化。而洞洞鞋使用不当是脚气的风险因素 ，同样是一个容易被忽视的事实。 潮湿、温暖的环境中，脚气高发 脚气，医学上称为“足癣”，是最常见的皮肤病之一。这种看似不起眼的疾病，实际上困扰着相当比例的人群，据统计， 全球大部分地区足癣的发病率都在18%～39%。 引起足癣的罪魁祸首是一类名为"皮肤癣菌"的真菌，它可以侵袭皮肤浅表层，造成指/趾间、手掌、足底及手足侧缘的感染。 皮肤癣菌可以通过直接接触传播，比如人与人之间的皮肤接触、动物与人之间的直接接触。此外还有间接接触传播， 比如混穿鞋袜，共用拖鞋、脚盆、毛巾，赤脚在受污染的地板、公共浴室、健身房、游泳池等场所活动。 另外一种常见但容易被忽视的传播途径是“自身传播”， 比如足癣患者在搔抓患处后，可能无意中将真菌带到身体其他部位 。最典型的例子就是从足部传播到手部，引发手癣。 皮肤癣菌对生存环境有着明确的偏好，喜爱潮湿、温暖的条件。这一特性也让足癣在湿热地区、高温季节更常见，比如我国南方地区由于气候湿热，足癣发病率明显高于北方，夏季足癣也比冬季高发。经常穿全包裹的鞋子、大量出汗也会增加患病风险。 至于新闻中提到的洞洞鞋，从外表上看它没有将脚部完全包裹，似乎通气性很好。 目前市面上的洞洞鞋大多采用EVA（乙烯-醋酸乙烯共聚物）泡沫材料制成，具有轻盈、缓冲性好等特点。但从材料学角度看，EVA本质上是一种闭孔聚合物。在生产过程中，EVA泡沫鞋通常会采用“闭孔泡沫”工艺——每一个气泡孔完全封闭，彼此不连通。这种特殊的结构赋予了EVA洞洞鞋“两面性”。 一方面， 闭孔结构让EVA材料不吸收水分，因此这种鞋子的防水性能极佳 。涉水之后水分不会进入鞋子内部，表面稍加冲洗就能清理干净，并且很快晾干。但另一方面，这种特性同样作用于鞋内环境， 当脚部出汗时，闭孔结构会阻碍汗液蒸发，导致鞋内（尤其是脚底）潮湿 ，长时间穿着可能增加足癣风险。 因此洞洞鞋是否会导致足癣，其实因人而异 。如果你...

格隆汇6月4日｜截至2026年06月03日，全球最大的白银ETF iShares Silver Trust持仓量为15036.17吨，较前一个交易日持平。

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6月3日共有3469只个股获融资资金买入，有584股买入金额超亿元。其中，中际旭创、新易盛、兆易创新融资买入金额排名前三，分别获买入65.44亿元、47.48亿元、46.51亿元。

(RTTNews) - The China stock market has moved higher in back-to-back sessions, advancing more than 25 points or 0.6 percent along the way. The Shanghai Composite Index now sit just above the 4,080-point plateau although the rally may stall on Thursday.

Minimal gains on battlefield as Kyiv largely halts Moscow’s spring-summer offensive; Ukraine missile maker tests homegrown Patriot alternative. What we know on day 1,562 Russia’s failure to advance on the battlefield is why it is escalating its air raids on major Ukrainian cities , analysts say. The Institute for the Study of War (ISW) thinktank said the strikes were also aimed at distracting from the impact of Ukrainian long-range attacks into Russia . The Finnish Black Bird Group’s latest data shows, according to Reuters, that Russian monthly territorial gains have fallen sharply compared with the same period last year. Ukrainian open-source group DeepState this week said Russian troops in May saw their smallest monthly gains since October 2023 – 14 sq km – despite a 37.5% spike in assaults by Russian forces. “Ukrainian forces have largely halted the Russian spring-summer 2026 offensive so far , and Russian forces in May 2026 have gained a presence in only a fraction of the territory they did in May 2025,” said an ISW assessment . This year, Ukrainian forces have also recaptured territory. John Helin, Black Bird Group analyst, said: “If the Russians can’t find ways to pick up momentum significantly, the goal of capturing Donbas this year is slipping out of their reach fast .” Mathieu Boulègue of the US-based Center for European Policy Analysis said Moscow’s war machine was also grappling with shrinking industrial capacity due to western sanctions , as well as dwindling stocks of nearly all weaponry. “They are really slowly, I think, changing the cost-benefit calculus of the Kremlin ,” he said of Russia’s appetite for continuing the war. Ukraine’s Fire Point, a missile and drone maker, said it had test-flown a ballistic missile meant for air defence as Kyiv wrangles with a dearth of ammunition for foreign-supplied missile shield systems such as Patriot. The Fire Point CEO, Iryna Terekh, said “a fully controlled manoeuvring flight of the FP-7.X missile” took place a...

富时中国A50指数期货在上一交易日夜盘收跌0.41%的基础上低开，盘初跌0.45%。

In June 2022, India’s cricket board was preparing to auction the media rights to the Indian Premier League tournament, and expectations in Mumbai were stratospheric. Bankers and broadcasters were bracing for a bruising bidding war, and the board itself was counting on one company above all to push prices higher: Amazon.com Inc. Executives who favored the deal argued that cricket, one of India’s most potent cultural and commercial properties, would cast a halo over the Amazon brand and further the company’s ambition of becoming the biggest e-commerce operation in the world’s most populous nation. Then hours before the auction, Amazon pulled out — ceding the rights to Walt Disney Co. and India’s Reliance Industries Ltd. The decision was jarring at the time because Amazon had been scooping up rights for soccer, rugby and tennis around the world. But in retrospect, it heralded a major shift in emphasis. Andy Jassy , just finishing up his first year as chief executive officer, was beginning to lower the curtain on the Jeff Bezos era, when Amazon was prone to making big bets that might not pay off for many years. By walking away from the cricket rights, which cost Disney and Reliance $6.2 billion , Jassy was sending an implicit message to his team: India remained a priority, but the years of heavy spending and cash burn were over. “It certainly does look like they’ve taken their foot off the gas,” Bernstein analyst Mark Shmulik said in a recent interview. Amazon’s global expansion has long rested on a simple conviction: capital, logistics and patience could overwhelm local rivals and political friction. Lose money early. Build scale. Dominate later. The strategy has had mixed results — largely paying off in Japan, Germany and the UK but sputtering in China. India, vast, fast-growing and democratic, was supposed to be the ultimate proof that the model would succeed outside the US and a handful of smaller industrialized countries. Thirteen years later, it’s clear the model ...

Walter Serrano, a 39-year old nurse, does a routine check of his solar installation in Manila, Philippines, May 12, 2026. Photographer: VEEJAY VILLAFRANCA

Beijing could conduct military operations, bolster its electronic warfare strength and roll out trade sanctions in response to Tokyo and Manila’s deepening defence cooperation, according to Chinese experts. Last week, Manila and Tokyo announced they would launch negotiations on the maritime boundary of their exclusive economic zones and continental shelves around Taiwan, a move that Beijing called “completely illegal and invalid”. In a report on Wednesday, the Beijing Lande Information...

As artificial intelligence steps out of the digital realm and into the real world, the race to build the embodied “brains” powering next-generation robots has become the newest battleground in tech competition between China and the United States. Two days after US chip giant Nvidia launched its Cosmos 3 model – designed to help physical AI “think before it acts” – a Chinese start-up stole the spotlight. On Wednesday, Hangzhou, Zhejiang province-based Spirit AI said its foundation model for...

Residents of a city in central China have come to the aid of a poor 19-year-old student who works more than 10 hours a day as a food delivery rider to earn money to cover his tuition fees. Tang Wei, from Xinhuang county in Hunan province, was admitted by a technical college in Changsha, the capital city of the province, the Changsha Evening News reported. He will kick off his college life in September. In early May, Tang left his hometown, heading to Changsha and hoping to find a temporary...

期市早盘开盘，国内期货主力合约多数下跌。跌幅方面，钯跌超3%，沪镍、沪银、铂跌超2%，铝合金、沪铝、多晶硅、20号胶、碳酸锂等跌超1%。涨幅方面，焦煤涨超3%，焦炭、菜油涨超2%。

Cooler Master, a global leader in thermal solutions, and Spingence, a premier Taiwanese AI architecture developer, jointly announced their global AI manufacturing transformation achievements at NVIDIA GTC Taipei 2026. The partners have successfully deployed the NVIDIA three-computers for physical AI across four major production bases in Taiwan, China, Vietnam, and the United States. By deeply integrating AI visual inspection agents, thermal physics simulation, digital twins, and enterprise knowl

(RTTNews) - The Australian market is trading notably lower on Thursday, reversing the gains in the previous session, following the broadly negative cues from Wall Street overnight. The benchmark S&P/ASX 200 is falling well below the 8,750 level, with weakness across most sectors

johnkellerman/iStock via Getty Images This article is part of a series that provides an ongoing analysis of the changes made to TCI Fund Management's 13F portfolio on a quarterly basis. It is based on their regulatory 13F Form filed on 05/15/2026. Please visit our Tracking Chris Hohn's TCI Fund Management 13F Portfolio article for an idea on their investment philosophy and our last update for the fund's moves during Q4 2025. This quarter, TCI Fund Management's 13F portfolio value decreased from $53.65B to $45.17B. The number of positions remained steady at 9. The top three holdings are at ~63%, while the top five are close to ~84% of the 13F assets: GE Aerospace, Visa, Moody's, S&P Global, and Canadian Pacific. Note: In May 2025, during an interview with Chris Hohn, it was disclosed that they hold significant stakes in Safran SA ( SAFRY ) and Aena SME SA ( ANYYY ). Stake Increases Visa Inc. ( V ) : The ~20% of the portfolio stake in Visa was built in 2020 at prices between ~$147 and ~$219. H2 2021 had seen a ~64% stake increase at prices between ~$196 and ~$249, while in the next quarter there was a ~14% reduction at prices between ~$191 and ~$235. The first three quarters of 2023 also saw a ~18% trimming. There was a ~15% stake increase during Q2 2025 at prices between ~$299 and ~$376. That was followed by a ~47% stake increase during the next quarter at prices between ~$329 and ~$360. There was a ~10% further increase this quarter at prices between ~$294 and ~$359. The stock is now at ~$312. Moody's Corp. ( MCO ) : MCO is a top three ~14% position that has been in the portfolio since their first 13F filing in Q2 2015. At the time, the stake was already fairly large at 3.9M shares. Recent activity follows. H1 2022 saw a ~25% stake increase at prices between ~$254 and ~$386. That was followed with a similar increase in the two quarters through Q1 2023 at prices between ~$235 and ~$330. Q4 2023 saw a ~16% further increase at prices between ~$302 and ~$392. The stock ...