康方生物：截至二零二六年五月三十一日止月份股份發行人的證券變動月報表 富途牛牛

摩根大通分析师在一份报告中指出，今年4月和5月，全球股票回购公告总额达到5330亿美元，创下同期历史新高。其中，科技行业的回购占据了增长的主要部分。考虑到市场对科技公司在人工智能资本支出方面投入规模的担忧，这一现象初看似乎令人费解。然而，分析师表示，过去几个季度，科技行业的融资需求方面出现了更为积极的信号，现金流增速相对于资本支出增长呈现出更强的上升趋势，这有助于扩大其融资盈余，从而支撑回购力度的加大。

电动航空和空中交通平台Surf Air Mobility Inc．周三宣布，公司联合创始人Liam Fayed将于6月4日出席Palantir Technologies在纽约举办的AIPCon大会，展示其首款商用AI软件产品BrokerOS及其他基于AIP平台开发的功能。 BrokerOS是一款专为Part 135航空包机经纪人设计的AI驱动软件产品，自2025年12月投入商业运营以来，已显著提升经纪人的工作效率。该软件能够简化和自动化飞机寻源、报价及行程管理等关键业务流程，使头部经纪人的预订量增加32%，报价到成交的周期缩短57%，平台支付处理量提升40%。 作为Palantir的合作伙伴，Surf Air Mobility通过双方的企业账户合作协议，致力于将SurfOS打造为Part 135航空市场的下一代AI操作系统，以取代现有的分散老旧软件系统。公司已制定清晰商业化路径：BrokerOS已在运营中； Opera torOS计划于2026年下半年推出；企业级解决方案正处于业务拓展阶段。 Surf Air Mobility近期财务表现改善明显。公司一季度财报显示，营收达2560万美元，同比增长9%，处于此前预期的高端；调整后EBITDA亏损为1230万美元，优于此前1350万至1550万美元的亏损指引。公司还将全年调整后EBITDA亏损指引从4000万至5000万美元大幅收窄至2500万至3000万美元，同时维持营收增长20%至30%的预期。 在电动航空领域，公司已与BETA Technologies签署协议，确认订购25架全电动ALIA飞机，并拥有增购75架的选择权，计划在夏威夷率先开展商业电动客运服务。 Surf Air Mobility总部位于洛杉矶，运营着美国按定期航班计算最大的通勤航空公司之一，同时提供私人包机服务。通过AI驱动的SurfOS软件平台，公司旨在推动航空运营现代化和下一代飞机的应用。 责任编辑：张俊 SF065

alexey_ds/E+ via Getty Images I am an income-oriented investor with very simple needs: A strong, stable, growing company A substantial, growing dividend. A bargain price. The first two are easy to find. The third one is not so easy in this volatile market. But bargains are there if you know how to look for them. The approach I use is Dividend Yield Theory (DYT), which begins with this premise: For stable, blue-chip dividend stocks with consistent business models, the dividend yield tends to revert to its historical mean over time. This article applies Dividend Yield Theory to Medtronic ( MDT ), and discusses Medtronic’s future in the context of recent performance and the FY2026 earnings report issued on June 3. Medtronic, plc Medtronic is in the healthcare equipment industry. It sells device-based medical therapies to healthcare systems, physicians, clinicians, and patients globally. It has three divisions: The Cardiovascular Portfolio, Neuroscience Portfolio, and Medical Surgical Portfolio. Revenue was $33.357 billion in 2024, distributed evenly between the US and international operations. It was founded in 1949 and is headquartered in Ireland. Initial Medtronic DYT analysis YCharts Intuit's yield is near a historic high, making it a good candidate for a DYT pick. Current share price: $78 Current dividend: $2.84 Current yield: 3.6% Historical mean yield since 2007: 2.2% Current yield is 64% above mean yield To return to the mean yield, the share price must increase 64%. 64 % of the current $ 78 price i s a gain of $ 50 and a final price of $ 128 /share. Total return also includes the dividends paid while the price recovery is in process. DYT is a long-term strategy, and four years is a typical time frame. Four years of the $2.84 dividend is $11.36 (expected dividend growth not included for simplicity).Therefore, the total gain expected is:$50 (price gain) + $11.36 (dividends) = $61.36. Total gain: 78.6 %, or 19.6 % a year. Other DYT considerations It would be quite...

The Trump administration is about to hand five equipment makers a margin gift, and the window to position is closing fast. I’ve been tracking this tariff-relief setup across the industrial complex for months, and per the Marketplace Morning Report’s Nova Safo, tariffs on imported agricultural and manufacturing machinery containing steel, aluminum, and copper drop from ... When Trump Cuts Tariffs on Farm and Construction Equipment, These 5 Stocks Win Big

Congo reports attack on Ebola burial team as cases rise Reuters

Bank7 ( BSVN ) declares $0.27/share quarterly dividend , in line with previous. Forward yield 2.5% Payable July 7; for shareholders of record June 19; ex-div June 19. See BSVN Dividend Scorecard, Yield Chart, & Dividend Growth. More on Bank7 Bank7 Starts Off 2026 With Impressive Q1 Bank7: Strong Performance From This Regional Bank Bank7 Corp. (BSVN) Q1 2026 Earnings Call Transcript Bank7 signals 4.40%-4.45% core NIM outlook as it targets moderate single-digit loan growth Seeking Alpha’s Quant Rating on Bank7

The Coinbase logo is displayed on a smartphone with stock market percentages on the background. Omar Marques | SOPA Images | Lightrocket | Getty Images Coinbase on Thursday unveiled a new product that lets customers get price exposure to private companies before they go public, starting with a perpetual futures contract –better known as a "perp" – tied to SpaceX. Pre-IPO perps give traders the ability to speculate on the value of a private company without owning shares. Coinbase's first offering is the SpaceX Pre-IPO Perp, a derivative settled in the USDC stablecoin that tracks the private-market valuation of Elon Musk's space company. The product is only available to traders outside the U.S. The unveil comes amid growing demand by retail investors for exposure to high-profile private companies before they reach public markets – an opportunity historically reserved for venture capital firms, private equity funds and accredited investors – at a time when companies are staying private for longer. Binance, the largest crypto exchange in the world, also entered the pre-IPO perps market with SpaceX last month. The launch also comes against the backdrop of a slump in crypto prices seeing new lows this week. The price of bitcoin Thursday slid to $61,340.71, its lowest level since Feb. 6. Pre-IPO perps give Coinbase a way to expand on its vision of an "Everything Exchange" that always offers something users want to trade even in down or quiet markets. The idea is that diversification in trading offerings will help the company keep generating revenue even when trading of spot crypto slows. Perps are a type of futures contract that let investors speculate on an asset's price without an expiration date and utilizing leverage, without ever owning the underlying asset. They're one of the most popular ways to trade in crypto, accounting for more than 70% of all the volume on centralized global crypto exchanges, according to CoinGecko. Coinbase says once SpaceX goes public — which...

全球在线印刷与定制产品巨头Cimpress plc近日宣布，公司投资者关系及可持续发展副总裁Meredith Burns将出席于2026年6月11日在纽约举行的第16届东海岸创意大会，并发表主题演讲。 根据公司公告，Burns的演讲定于当地时间6月11日上午10点35分进行，时长35分钟。届时，演讲将通过Cimpress投资者关系网站进行网络直播，重播链接将在该网站保留至2027年6月11日。 Cimpress旗下拥有VistaPrint、Pens.com、BuildASign等十余个知名品牌，专注于为中小型企业提供小批量、高品质的定制印刷和促销产品。公司近期宣布，计划于2030年实现碳中和，并在制造过程中增加可再生电力采购比例，以响应全球对可持续发展的关注。 在财务方面，Cimpress近期表现强劲。该公司5月中旬公布的2026财年第三季度财报显示，调整后EBITDA首次在第三季度突破1亿美元，达到1.005亿美元，同比增长11%。公司还连续第二个季度上调了全年指引，预计2026财年全年营收增长9%至10%，调整后EBITDA至少达到4.65亿美元。 此外，Cimpress近期在战略布局上也动作频频。公司在4月完成了两笔小额收购，分别收购了西班牙印刷公司Truyol 85%的股权以及Mixim 50%并取得控制权的股权。公司还签署了收购德国SAXOPRINT及viaprinto的最终协议，进一步扩大其欧洲市场版图。在人工智能应用方面，公司表示正将生成式AI用于营销活动、产品开发和质量测试，预计AI将成为推动效率提升和实现2028年调整后EBITDA至少6亿美元目标的重要助力。 Cimpress的股价近期表现亮眼，在强劲财报和战略布局的推动下，股价于5月下旬一度触及52周高点104.97美元，过去一年累计涨幅超过135%，目前市值约23亿美元。市场关注即将举行的东海岸创意大会上，管理层是否会就AI战略整合、近期收购的协同效应以及中长期财务目标等关键议题释放更多信息。 责任编辑：张俊 SF065

P's Q1'27 revenue growth meets AI-driven supply chaos. Its April customer letter pledges shared cost pain. Will transparency lock in loyalty?

格隆汇6月4日｜现货白银突破75美元/盎司，日内涨3.18%。

Microsoft (MSFT) Unveils Majorana 2 Quantum Chip, Shares Rise GuruFocus

Palantir Technologies (PLTR) Partners with Google Cloud to Enhan GuruFocus

全球电子交易平台运营商 Tradeweb Markets Inc．近日公布2026年5月交易业绩，当月总交易量达到62.3万亿美元，日均交易量为3.0万亿美元，同比增长18.3%。 在利率产品方面，美国政府债券日均交易量同比增长19.8%至2827亿美元，欧洲政府债券日均交易量同比增长26.3%至639亿美元。机构交易和批发业务的强劲表现是增长的主要驱动力，其中机构交易量创下历史第二高单月纪录。 抵押贷款相关产品日均交易量为2575亿美元，同比增长11.8%。待公布交易活动增长主要来自政府资助企业、原始机构账户以及对冲基金的交易增加。 在利率衍生品领域，一年期及以上利率互换及互换期权日均交易量同比增长23.8%至6092亿美元，利率衍生品总日均交易量增长26.6%至1.1万亿美元。报告指出，全球通胀前景不确定性、主要央行政策预期变化以及地缘政治发展推动了风险交易活动增加。 信用产品方面，全电子化美国信用产品日均交易量同比增长20.4%至100亿美元，欧洲信用产品日均交易量增长25.5%至30亿美元。投资组合交易和AiEX自动化智能执行工具的持续采用推动了增长。Tradeweb在完全电子化美国高等级市场的份额达18.9%，高收益市场份额为8.2%。 股票ETF交易表现强劲，美国ETF日均交易量同比增长23.0%至108亿美元，国际ETF日均交易量增长28.8%至43亿美元。 货币市场方面，回购协议日均交易量创下历史新高，近9000亿美元，同比增长15.5%。美联储资产负债表缩减的持续影响以及逆回购工具余额接近为零为美国市场增长提供了支撑。 责任编辑：张俊 SF065

Victor Golmer/iStock Editorial via Getty Images A Lufthansa Boeing ( BA ) 787-9 Dreamliner was damaged Thursday after its nose landing gear collapsed while the aircraft was parked at a gate at Frankfurt Airport, according to press reports. Airport officials said no passengers were on board when the incident occurred. Photos circulating on social media showed the aircraft resting with its nose lowered to the tarmac as emergency crews responded at the scene. Lufthansa ( DLAKF )( DLAKY ) said it has established a team to investigate the cause of the incident. The airline has not determined whether the collapse resulted from a mechanical issue, maintenance activity or human error. The aircraft, which entered service earlier this year, had been scheduled to operate a flight from Frankfurt to Los Angeles. The incident sidelined one of Lufthansa's newest long-haul jets and is likely to require extensive inspections and repairs before it can return to service. Lufthansa has been gradually adding Boeing 787 aircraft to its fleet after delays tied to certification of its new Allegris cabin products. The carrier currently operates a growing fleet of Dreamliners and recently ordered additional Boeing 787s alongside Airbus A350 aircraft as part of its fleet renewal program. More on Boeing Boeing: The Comeback Is Real, But Weak Spots Remain Boeing's Turnaround Is Real, But The Stock Already Knows It The Boeing Company (BA) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript Boeing says Ghost Bat completes stealth validation testing Boeing wins $528.3M contract modification for multi-branch military support

Micron Stock Soars 271% YTD: Is the Memory Chip Maker Still a Buy? Zacks Investment Research

格隆汇6月4日｜燃油跌2.79%，原油跌2.48%，苯乙烯跌逾2%，pta跌1.98%，液化气跌1.93%，沪银涨1.08%，沪金涨0.98%，焦煤涨0.91%。

根据Revelio Labs网站表格的数据显示，美国5月份非农就业人数环比增加约123,700人。 责任编辑：李安桐

Semiconductor stocks declined as Broadcom's forecast weighed down the broader complex.

Intel, AMD, Micron shares sink as Broadcom results spark semiconductor sector sell-off Yahoo Finance

Semiconductor stocks declined as Broadcom's forecast weighed down the broader complex.

Roman Tiraspolsky/iStock Editorial via Getty Images Blackstone's ( BX ) private credit fund is the latest to curb redemptions after a surge in withdrawal requests during the second quarter. Blackstone Private Credit Fund, or BCRED, said in an investor letter that its repurchase requests came in at ~10% of shares outstanding, and the fund will fulfill requests representing ~5% of shares outstanding. The $82B private credit fund had increased the repurchase cap above the 5% level to fulfill the 7% requests during Q1. Capital inflows were ~2% of NAV in Q2, resulting in a net outflow of about 3% of NAV, consistent with Q1. BCRED said it is well capitalized, and repayments and inflows have outpaced shares repurchased. Additionally, the fund maintains substantial available liquidity of over $15B comprised of cash and undrawn borrowing capacity. BX shares were +2.01% to $112.50 during pre-market trading on Thursday. More on Blackstone Prologis: Likely To Outperform Blackstone Industrial Funds Blackstone: Be Greedy When Others Are Fearful A Rare Chance To Buy Blackstone's $1.3 Trillion Empire At A Deep Discount Private credit names decline as Cliffwater's Q2 redemption requests cast fresh doubts on industry health Blackstone, Nippon Life Insurance partner on private credit, real estate

格隆汇6月4日｜伯恩斯坦最新月度追踪报告显示，DRAM与NAND合约价格在5月继续环比走高，综合指标均指向2026年第二季度(2QCY26)将录得约60%的环比涨幅，略超该机构此前预测。然而，随着消费端需求破坏效应逐步显现，价格涨势预计将在第三季度(3QCY26)明显放缓。 据伯恩斯坦分析师Mark Li等人于6月2日发布的报告，5月DRAM合约价格较4月进一步上涨，加权平均数据显示2QCY26传统DRAM合约价格将较1QCY26上涨64%，高于该机构此前模型预测。与此同时，NAND方面，受移动NAND及SSD价格强劲支撑，2QCY26混合均价涨幅预计约为60%，同样略超预期。 上述价格走势对存储板块相关个股具有直接提振意义。伯恩斯坦目前对三星电子、SK海力士、美光及闪迪均维持"跑赢大市"评级，对铠侠维持"跑输大市"评级。报告同时警示，进入下半年后，消费端需求疲软将成为价格涨势的主要制约因素，投资者需关注涨价节奏切换带来的预期差风险。