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Oracle (ORCL) Stock Analysis: $553B Backlog, AI Revenue Surge, and a $700B Bet on Cloud Infrastructure - FXLeaders

Google 📅 06/04 13:57 ORCL.O
Oracle (ORCL) Stock Analysis: $553B Backlog, AI Revenue Surge, and a $700B Bet on Cloud Infrastructure FXLeaders

广期所碳酸锂主力合约大跌6%

同花顺 📅 06/04 13:56
广期所碳酸锂主力合约大跌6%,报158320元/吨。

捕捉流动性拐点

财新 📅 06/04 13:56
一个看似微观的居民资产配置变化,开始影响银行负债结构、非银流动性、回购市场分层和债券市场定价 年初以来中债逆着全球通胀和海外利率走向,走出了一波典型的流动性驱动牛市。 而这一轮流动性再配置驱动的债牛,起点不在央行,也不是财政,而在居民资产负债表。 过去几年,居民把大量资金锁进高息定期存款;当这批定存集中到期、存款利率又明显下行时,居民开始重新选择资金去向。 钱没有离开金融体系,但资金形态发生变化:...

SpaceX Plans Mega IPO; Broadcom Weighs on Tech | The Asia Trade 6/4/2026

Bloomberg 📅 06/04 13:55 AVGO.O
Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Sydney with Haidi Stroud-Watts and Shery Ahn, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets. (Source: Bloomberg)

研报掘金丨开源证券:维持比亚迪“买入”评级,看好公司长期发展

格隆汇 📅 06/04 13:55 1211.HK
格隆汇6月4日|开源证券研报指出,比亚迪5月海外销量首破16万辆,国内销量环比增长19.8%。“全系可搭载智驾+闪充生态”逐步构建竞争壁垒,国内市场持续回暖可期。而到2026年底,公司计划在全国范围内建成2万座闪充站。在智驾技术密集上车、闪充生态持续完善的背景下,公司国内市场回暖可期。海外市场方面,随着公司在产品、渠道、海运、产能等方面的持续发力,海外月销从年初的10万辆迅速提升至5月的16万辆,...

Missing Mount Everest guide feared dead crawls back to Base Camp after 6 days

SCMP 📅 06/04 13:55
A Nepali climbing guide who went missing on Mount Everest for six days and was feared dead has been found alive after crawling back to Base Camp, officials said on Thursday. The experienced Hillary Dawa Sherpa vanished on the upper reaches of the world’s highest mountain early on May 30. He was found on Thursday morning close to Base Camp by the Sagarmatha Pollution Control Committee (SPCC), a Nep...

Columbia Mortgage Opportunities Fund Q1 2026 Commentary

Seeking Alpha 📅 06/04 13:55
Umnat Seebuaphan/iStock via Getty Images Fund performance ▪ Columbia Mortgage Opportunities Fund Institutional Class shares returned 0.73% for the three months ending March 31, 2026. ▪ The fund's benchmark, the Financial Times and the London Stock Exchange (FTSE) One-Month U.S. Treasury Bill Index, returned 0.91% for the same period. Market overview The first quarter of 2026 presented investors wi...

Alnylam, Inceptive Ink AI Drug Development Deal Worth Up To $2 Bln

Nasdaq 📅 06/04 13:54
(RTTNews) - Alnylam Pharmaceuticals, Inc. (ALNY) announced partnership with Inceptive Nucleics, Inc., an artificial intelligence-driven biotechnology company, in a deal valued at up to approximately $2 billion.

元件板块持续冲高,东山精密盘中创新高

同花顺 📅 06/04 13:54
元件板块持续冲高,风华高科、东山精密、江海股份、钧崴电子盘中创新高,铜峰电子、世运电路、艾华集团涨停,胜业电气涨超15%,中英科技、沪电股份、南亚新材、法拉电子、顺络电子跟涨。相关ETF方面,消费电子ETF易方达(562950)涨1.6%,成交额1.19亿元,消费电子ETF富国(561100)涨1.8%,成交额6834.72万元。

澳洲联储加息效应初显 楼市已经出现降温

格隆汇 📅 06/04 13:54
格隆汇6月4日|澳洲联储主席布洛克表示,澳洲联储已看到一些迹象表明其加息举措正开始在经济中发挥作用,并重申货币政策委员会将采取必要措施以实现其使命。澳洲联储今年三次会议均上调利率,将基准利率恢复至4.35%,试图遏制再度抬头的通胀。布洛克对中东冲突引发的能源冲击可能带来第二轮通胀效应的风险表示担忧。布洛克表示,利率调整往往能迅速产生影响的渠道之一是房地产市场,该市场的条件已经有所缓和,这部分反映了...

FTSE 100 Poised to Extend Decline as Equity Sentiment Sours

Bloomberg 📅 06/04 13:54

阿克曼:软件商须尽可能全面具备AI能力

格隆汇 📅 06/04 13:53
格隆汇6月4日|美股软件股今年一度捱沽,被誉为“华尔街之狼”的对冲基金经理阿克曼(Bill Ackman)在一个播客节目表示,需要对相关公司进行非常仔细的分析,又称自己会对赛富时(Salesforce)这样的公司感到担忧。如今作为一家软件公司,必须尽可能全面地具备AI能力。过去存在着一些从客户身上攫取类垄断利润的情况,比如有人开发了一款小众软件产品,每年就能向客户收费3万美元左右。这类公司现在真的...

What Is The Market Really Expecting From AVGO Stock? - Trefis

Google 📅 06/04 13:53 AVGO.O
What Is The Market Really Expecting From AVGO Stock? Trefis

What Is The Market Really Expecting From AVGO Stock? - Trefis

Google 📅 06/04 13:53 AVGO.O
What Is The Market Really Expecting From AVGO Stock? Trefis

Israel-Lebanon Ceasefire, House Votes Against Iran War, More

Bloomberg 📅 06/04 13:53
Source: Bloomberg, 0:00

Goldman Sachs raises CrowdStrike stock price target to $726 on AI security opportunity

Investing 📅 06/04 13:53

Integrum reports Q4 sales decline, posts record surgeries

Investing 📅 06/04 13:53

广期所碳酸锂主力合约大跌5%

同花顺 📅 06/04 13:53
广期所碳酸锂主力合约大跌5%,报160100元/吨。

European Shares Set For Cautious Open As Broadcom's AI Forecast Disappoints

Nasdaq 📅 06/04 13:52 AVGO.O
(RTTNews) - European stocks are seen opening lower on Thursday, with tech stocks likely to be in focus after Broadcom delivered a disappointing forecast for artificial intelligence chip revenue, raising fresh concerns about the durability of the artificial-intelligence rally that

寧德時代(03750)出現大手賣出1.03萬股,成交價$724.0,涉資745.72萬 - AASTOCKS.com

Google 📅 06/04 13:52 3750.HK
寧德時代(03750)出現大手賣出1.03萬股,成交價$724.0,涉資745.72萬 AASTOCKS.com

4名共和党人倒戈!美众议院第四次通过限制特朗普战争权力决议,后续如何

第一财经 📅 06/04 13:52
当天的投票结果在很大程度上被认为“只具有象征意义”。 据新华社报道,美国国会众议院3日通过一项限制总统战争权力的决议,要求总统特朗普结束对伊朗的军事行动,并在今后对伊朗采取军事行动前必须获得国会授权。 当天4名共和党人加入民主党阵营,投下赞成票。 这是自美以伊战争爆发以来,众议院第四次就限制总统战争权力的决议草案进行表决,也是众议院首次通过相关决议。 然而,当天的投票结果在很大程度上被认为“只具有...

NCR Atleos: June 30 Vote And Performance Update (Rating Downgrade)

Seeking Alpha 📅 06/04 13:52
Images By Tang Ming Tung/DigitalVision via Getty Images NCR Atleos: Investment Thesis In my Jun. 22, 2025 article, " NCR Atleos: Reports Of Death Of Cash Are Greatly Exaggerated ", and with the stock at $27.98, I rated the NCR Atleos ( NATL ) stock a Buy in recognition of the company's efforts to convert the provision of ATMs to an expanded service of ATM as a Service ("ATMaaS") affording retail b...

Bloomberg Daybreak Europe: Israel-Lebanon Ceasefire (Podcast)

Bloomberg 📅 06/04 13:52
Source: Bloomberg, 0:00

美團-W(03690)出現大手賣出7.83萬股,成交價$78.95,涉資618.178萬 - AASTOCKS.com

Google 📅 06/04 13:51 3690.HK
美團-W(03690)出現大手賣出7.83萬股,成交價$78.95,涉資618.178萬 AASTOCKS.com

云南曲靖市师宗县附近(北纬24.54度,东经104.30度)发生3.7级左右地震

同花顺 📅 06/04 13:51
中国地震台网自动测定:06月04日13时49分在云南曲靖市师宗县附近(北纬24.54度,东经104.30度)发生3.7级左右地震,最终结果以正式速报为准。(中国地震台网速报)

从国企副总“捞”到副省级 62岁浙江本土高官高兴夫将在江西宜春受审

财新 📅 06/04 13:51
深耕浙江37年,有28年企业任职经历,曾由省属企业掌门直升浙江副省长 【财新网】 官宣落马近10个月后,浙江原副省长高兴夫案再有新进展。据最高检4日消息,高兴夫涉嫌受贿一案,由国家监委调查终结,移送检方审查起诉。最高检以涉嫌受贿罪对高兴夫作出逮捕决定,并指定由江西宜春检察院审查起诉。近日,宜春检察院已向宜春中院提起公诉。 检方起诉指控:高兴夫利用担任浙江省建设投资集团有限公司副总经理、总经理、董事...

President Trump says he will nominate Todd Blanche to serve as attorney general

NPR News 📅 06/04 13:50
Trump said at a dinner at the White House that he plans to nominate Blanche formally, according to a video of the event posted on social media by a White House aide. (Image credit: Allison Robbert)

Foxconn unveils AI venture with Intel - Breakingthenews.net

Google 📅 06/04 13:50 INTC.O
Foxconn unveils AI venture with Intel Breakingthenews.net

騰訊控股(00700)出現大手賣出1.35萬股,成交價$459.0,涉資619.65萬 - AASTOCKS.com

Google 📅 06/04 13:49 700.HK
騰訊控股(00700)出現大手賣出1.35萬股,成交價$459.0,涉資619.65萬 AASTOCKS.com

阿克曼:市场正重蹈千禧年覆辙,追捧新事物无视优质股

格隆汇 📅 06/04 13:49
格隆汇6月4日|被誉为“华尔街之狼”的对冲基金经理阿克曼(Bill Ackman)在一个播客节目表示,投资者正像2000年互联网泡沫时期般疯狂追逐炙手可热的股票板块,形容市场历史正在重演,而且绝非吉兆。阿克曼指出,人们总是把目光投向所谓的“新新事物”。目前,芯片、半导体和能源就是这些新事物,短期资本正向其蜂拥而去,结果往往是真正优质的资产反遭冷落。 他认为,目前与2000年互联网泡沫的相似之处,归...
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