商务部新闻发言人何咏前在例行发布会上表示，美方以国家安全为由滥用出口管制，严重损害中国企业正当权益，破坏国际经贸秩序，冲击全球半导体产业链供应链稳定。中方敦促美方纠正错误做法，停止歧视性措施，维护全球产业链供应链稳定。（新华社）

NVIDIA Corporation $NVDA Shares Purchased by 49 Wealth Management LLC MarketBeat

Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Avestar Capital LLC MarketBeat

49 Wealth Management LLC Purchases 2,156 Shares of Amazon.com, Inc. $AMZN MarketBeat

Advanced Micro Devices, Inc. $AMD Shares Acquired by Avestar Capital LLC MarketBeat

Allstate Corp Grows Stock Position in Meta Platforms, Inc. $META MarketBeat

Allstate Corp Grows Stock Position in Meta Platforms, Inc. $META MarketBeat

期货收评：截止收盘，国内期货主力合约跌多涨少，碳酸锂、沪锡跌超4%，钯、沪镍、多晶硅跌近4%，瓶片、沪银跌近3%，橡胶、红枣、不锈钢、PVC、氧化铝、苯乙烯、20号胶跌超2%。涨幅方面，焦煤涨超4%，菜籽、焦炭涨超2%。

格隆汇6月4日｜福布斯实时富豪榜今日数据显示，软银集团创始人兼CEO孙正义单日个人财富缩水13%，个人净资产一日蒸发132亿美元，最新身价回落至871亿美元，排名滑落至印度富豪安巴尼、阿达尼之后。与此同时，软银集团（SBG）股价于近三日内累计跌超18%，截至发稿报7377日元，总市值约42.14万亿日元，一度被存储巨头铠侠所超越，失去“日本市值第一”的席位。

假球最怕的从来不是禁令，而是公开的价格、流动的资金和无数双盯着赔率的眼睛 每逢世界杯，总有一种声音准时出现：比赛被操控了。 FIFA是黑幕，裁判是演员，博彩公司才是真正的赢家——你看到的每一个进球、每一次判罚，背后都有一只看不见的手在拨弄。 在很多人看来，赌球和假球，似乎天生就是一对。 真的是这样吗？ 赔率不是赌局，而是价格 首先，这里有个问题：如果世界杯真的被操控了，那些拿真金白银下注的人，为什么还要往里扔钱？ 这不是一个小问题，世界杯的投注规模极其惊人。 2018年俄罗斯世界杯，全球投注额就已经接近1600亿美元；到了2022年卡塔尔世界杯，赛前也有机构预计全球投注额可能超过1600亿美元。 推荐进入 财新数据库 ，可随时查阅宏观经济、股票债券、公司人物，财经数据尽在掌握。

Iranian oil slips to discount on poor Chinese demand despite tighter supply Reuters

Analysts Offer Insights on Technology Companies: Apple (AAPL), Aehr Test Systems (AEHR) and Shopify (SHOP) The Globe and Mail

The market is underestimating these companies' long-term prospects.

Key PointsBoth of these stocks are in the red this year.

近日，中国第六批赴阿卜耶伊维和直升机分队与中国第三批赴阿卜耶伊维和快反分队官兵一同走进任务区阿卜耶伊综合中学，开展助学捐赠、文化交流等人道主义援助活动，以实际行动践行联合国维和使命，传递中国维和官兵的温情与善意。阿卜耶伊综合中学有数千名师生，教学、文体及生活物资长期短缺。两支维和分队在完成空中巡逻、地面警戒等既定任务前提下，根据联合国阿卜耶伊临时安全部队人道主义援助计划，先期开展实地调研，摸清学校需求，筹措物资并制定联合帮扶方案。在捐赠仪式上，维和部队向校方移交学习用品、体育器材和基础生活用品共千余件。学校师生代表接受物资，校长对中国维和部队长期支持当地教育表示感谢。两支分队带队指挥员表示，助学帮扶是中国蓝盔履行人道主义义务的重要抓手。两支维和分队常态化联动开展助学、义诊、便民帮扶等活动，既是落实联合国维和授权任务，也是深化与阿卜耶伊民众友谊的务实举措。下一步，分队将持续跟踪校园实际需求，常态化开展定点帮扶，以点滴善举播撒和平种子，持续擦亮中国蓝盔和平使者名片。（新华社）

格隆汇6月4日｜国内商品期货多数收跌，碳酸锂、沪锡跌超4%，钯跌近4%，多晶硅、沪镍跌超3%，瓶片、沪银、红枣、不锈钢、氧化铝跌超2%。涨幅方面，焦煤涨超4%，焦炭涨超2%，菜油、原木、沥青涨超1%。

For Chinese parents worn down by exam pressure, the solution now being offered by many creators on RedNote is not another tutoring strategy but another country: Malaysia. On the Chinese lifestyle app, several mainland creators living in Malaysia are pitching the country as a softer landing for family life. They highlight international schools, Mandarin-speaking clinics, familiar food, and lower living costs in Malaysia, addressing the anxieties of their compatriots about schooling, affordability...

格隆汇6月4日｜招商证券研报指出，联讯仪器是光通信测试国产龙头，打破是德、安立等海外厂商长期垄断格局，绑定海内外头部光模块企业，深度受益AI算力高景气，基本盘业绩增长确定性强。公司由单点走向平台化布局，半导体、存储打开中长期第二成长曲线，已形成“光通信打底+功率半导体提速+存储芯片突破”的三层产品矩阵，从单一细分龙头转型综合性高端测试仪器平台，成长边界持续拓宽。看好公司的长期发展，预计公司2026-2028年收入为28.6、45.1、62.6亿元，同比增长140%、58%、39%，归母净利润为5.2、8.4、12.5 亿元，同比增长199%、61%、49%，首次覆盖，给予“增持”评级。

Brazilian players from a Rio de Janeiro favela find hope and opportunities thanks to soccer Idaho Press

格隆汇6月4日｜A股三大指数今日集体走低，截至收盘，上证指数跌0.64%报4057点，深证成指跌0.27%，创业板指跌0.83%。全市场成交额2.78万亿元，较前一交易日缩量3740亿元，超4100股下跌。 盘面上，MLCC板块活跃，振华科技20CM涨停；工业气体板块走高，中船特气等多股涨停；DRAM大宗价格半年涨至3.5倍，存储芯片板块走强，大为股份等多股涨停；PCB板块拉升，奕东电子等多股涨停；煤炭、玻璃基板及半导体材料等板块涨幅居前。另外，超市百货股下挫，中百集团、中央商场跌停；白酒、啤酒股走低，金徽酒跌逾7%；工业金属板块走弱，中国铝业跌逾9%；石油、钛白粉、锂电池及化妆品等板块跌幅居前。(格隆汇)

SK Hynix told investors this week it received "tremendously positive" feedback on its proposed U.S. listing as the chipmaker benefits from strong demand for advanced ‌memory semiconductors needed to run AI data centers, a source familiar with the matter said on ‌Thursday. SK Hynix told some investors this week that it had "tremendously positive" feedback ‌from stockholders to its U.S. listing ⁠plan given AI demand and the company's competitive position in the memory-chip market, the person said. The company, a major supplier to Nvidia, expects a U.S. listing to broaden ⁠its investor base, as some U.S.-based institutional investors invest in U.S.-listed stocks only due to internal mandates, the person said.

jetcityimage/iStock Editorial via Getty Images Uber ( NYSE: UBER ) has committed nearly $500 million to self-driving startup Nuro, according to a Reuters report citing sources familiar with the matter, signaling a massive financial bet as the ride-hailing giant solidifies its role as a launchpad for commercial robotaxis. According to sources directly aware of the matter, the investment includes an unreported follow-on capital injection that significantly exceeds Uber's initial funding in Nuro's $203 million round . A portion of the newly disclosed funds has already been released after Nuro met its first few development targets on time , one of the sources told Reuters . The remaining capital is strictly tied to upcoming performance milestones, including driverless testing and early passenger deployment in the San Francisco Bay Area slated for later this year, with plans to ramp up the service next year , the source said. Nuro has already made regulatory headway for this phase, having secured California permits to test its vehicles without a safety driver, alongside a separate clearance to carry passengers in testing with drivers present. This capital heavily backs a blockbuster three-way alliance between Uber ( UBER ), Nuro, and electric vehicle maker Lucid Group ( LCID ). The partnership aims to deploy a fleet of 35,000 robotaxis leveraging Lucid’s Gravity SUVs, its upcoming midsize vehicle platform, Nuro’s autonomous software stack, and Uber’s dispatch network. For Nuro—which also counts Nvidia and SoftBank among its high-profile backers—the funding secures a crucial financial runway following its 2024 strategic pivot from manufacturing delivery bots to licensing autonomous vehicle software. Both Uber and Nuro declined to comment to Reuters regarding the investment. More on Uber Uber Technologies, Inc. (UBER) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript Uber: Scaling For Profitability And Consolidation In Deliveries Uber Technologies...

截至收盘，ETF两市成交额报4336.14亿元，分类型来看，股票型ETF成交额1383亿元，债券型ETF成交额2008.76亿元，货币型ETF成交额187.59亿元，商品型ETF成交额62.26亿元，QDII型ETF成交额449.86亿元。其中，成交额最高的非货币型ETF分别是中韩半导体ETF（513310）、科创芯片ETF（588200）、中证A500ETF（159338），成交额分别为：89.41亿元、46.15亿元、45.39亿元。

ETF收盘涨跌不一，科创半导体设备ETF（589020）领涨4.96%，科创半导体ETF（588170）涨4.79%，科创新材料ETF（589180）涨4.62%，有色ETF（159168）领跌3.66%，有色金属ETF（159157）跌3.6%，工业有色ETF（560860）跌3.52%。

格隆汇6月4日｜大和将戴尔科技的目标价从170美元上调至465美元，维持“跑赢大市”评级。(格隆汇)

Spain's April industrial output rises 2% year-on-year Reuters

Robert Way/iStock Editorial via Getty Images Taiwan's Foxconn ( FXCOF ) announced a collaboration with Intel ( INTC ) to jointly develop and deploy next-generation AI infrastructure and intelligent computing platforms, aiming to deliver end-to-end AI solutions. "By combining Intel’s strengths in processor architecture, silicon technologies, and software ecosystem with Foxconn’s global manufacturing scale, system integration expertise, and AI data center deployment capabilities, the two companies will explore comprehensive AI solutions spanning silicon, rack, system, and application layers." Foxconn ( FXCOF ) said . The announcement builds on discussions held this week at Computex 2026 in Taipei, where Intel ( INTC ) CEO Lip-Bu Tan highlighted the company's AI infrastructure strategy and deeper collaboration. Intel ( INTC ) described the initiative as part of its push to deliver chip-to-rack AI solutions, addressing growing demand for inference and agentic AI applications. Besides, Foxconn ( FXCOF ) and South Korea's SK Group ( HXSCL ) agreed to deepen cooperation in AI infrastructure, with both sides jointly exploring opportunities in AI servers, AI data centers, and energy-related solutions. SK Group ( HXSCL ) contributes expertise spanning energy and next-generation AI memory tech. More on Intel, Foxconn Technology Co., Ltd., etc. Intel Corporation (INTC) Presents at Bank of America 2026 Global Technology Conference Transcript Intel Corporation (INTC) Presents at COMPUTEX Forum TAIPEI 2026 Prepared Remarks Transcript Nvidia Eats Intel's Lunch: Downgrade To Sell Intel options heat up as CPU demand sends stock surging Biggest stock movers Wednesday: GME, MRVL, INTC, and more

Robert Way/iStock Editorial via Getty Images Taiwan's Foxconn ( FXCOF ) announced a collaboration with Intel ( INTC ) to jointly develop and deploy next-generation AI infrastructure and intelligent computing platforms, aiming to deliver end-to-end AI solutions. "By combining Intel’s strengths in processor architecture, silicon technologies, and software ecosystem with Foxconn’s global manufacturing scale, system integration expertise, and AI data center deployment capabilities, the two companies will explore comprehensive AI solutions spanning silicon, rack, system, and application layers." Foxconn ( FXCOF ) said . The companies also said they would explore collaboration on custom chip development and system integration solutions. Other financial details of the collaboration were not provided. The announcement builds on discussions held this week at Computex 2026 in Taipei, where Intel ( INTC ) CEO Lip-Bu Tan highlighted the company's AI infrastructure strategy and deeper collaboration. Intel ( INTC ) described the initiative as part of its push to deliver chip-to-rack AI solutions, addressing growing demand for inference and agentic AI applications. Besides, Foxconn ( FXCOF ) and South Korea's SK Group ( HXSCL ) agreed to deepen cooperation in AI infrastructure, with both sides jointly exploring opportunities in AI servers, AI data centers, and energy-related solutions. SK Group ( HXSCL ) contributes expertise spanning energy and next-generation AI memory tech. More on Intel, Foxconn Technology Co., Ltd., etc. Intel Corporation (INTC) Presents at Bank of America 2026 Global Technology Conference Transcript Intel Corporation (INTC) Presents at COMPUTEX Forum TAIPEI 2026 Prepared Remarks Transcript Nvidia Eats Intel's Lunch: Downgrade To Sell Intel options heat up as CPU demand sends stock surging Biggest stock movers Wednesday: GME, MRVL, INTC, and more