The central bank conducted no seven-day reverse repurchase operations on Wednesday and Thursday. Photo: VCG The People’s Bank of China has halted daily short-term liquidity injections for two straight sessions, a technical move analysts say reflects ample cash in the banking system rather than a shift toward monetary tightening. The central bank conducted no seven-day reverse repurchase operations on Wednesday and Thursday, after cutting the size of such operations to 11 billion yuan ($1.6 billion) on Monday and just 200 million yuan on Tuesday. As earlier operations matured, the reductions resulted in net daily liquidity withdrawals of 247 billion yuan, 248.8 billion yuan, 177.6 billion yuan and 101.3 billion yuan over the four trading days.

A former police officer wrongly identified as being at the scene of Henry Nowak's arrest and death said she is scared for her safety.

Shares of EHang Holdings ( EH ) fell more than 6% after UBS downgraded the Chinese eVTOL developer to Neutral from Buy, citing slower-than-expected commercialization of its passenger-carrying aircraft and lowering its price target to $11.10 from $21.00. In a research note, UBS said two key issues prompted the downgrade. First, commercial operations for EHang's electric vertical takeoff and landing (eVTOL) aircraft in Hefei and Guangzhou remain dependent on government approvals, with no clear timeline for broader deployment. Second, EHang revised its 2025 revenue downward by ~RMB90M, or 18%, after reassessing revenue recognition for certain transactions. While UBS continues to view EHang as a leader in China's passenger eVTOL market, the firm cut its 2026-2028 shipment and revenue forecasts by 50% to 70%. The bank now expects the company to reach breakeven in 2029-2030, versus its previous forecast of 2026-2027, and estimates revenue projections remain 30%-50% below consensus expectations. UBS noted that China's eVTOL market could eventually reach RMB3B by 2030, driven primarily by sightseeing and tourism applications, and believes EHang could still capture more than 50% market share due to its first-mover advantage and regulatory certifications. Despite the downgrade, UBS highlighted progress overseas, including test flights in Thailand and plans to deliver 100 aircraft to 20 approved operating zones there in 2026. However, the firm said investor sentiment remains weak until commercial operations scale more meaningfully and regulatory approvals are secured. More on EHang EHang: From Bleeding On Paper To Thriving In Reality EHang Holdings Limited 2025 Q4 - Results - Earnings Call Presentation EHang Holdings Limited (EH) Q4 2025 Earnings Call Transcript EHang GAAP EPADS of $0.02 beats by $0.12, revenue of $34.9M beats by $6.86M Seeking Alpha’s Quant Rating on EHang

Apple's Next Siri May Run on Nvidia Chips via Google Cloud Deal

The Schwab U.S. Dividend Equity ETF (NYSEMKT: SCHD) , the Vanguard Dividend Appreciation ETF (NYSEMKT: VIG) , and the Vanguard High Dividend Yield ETF (NYSEMKT: VYM) have more than $280 billion in combined assets under management (AUM). That's half of all assets currently held in U.S. dividend ETFs. Everybody knows about these ETFs. A lot of people have them in their portfolios. But that also means some equally strong strategies can go unnoticed. One of those belongs to the WisdomTree U.S. Quality Dividend Growth ETF (NASDAQ: DGRW) . Continue reading

Dan Schulman, CEO at Verizon discusses AI-led transformation, customer growth and operational strategy with Bloomberg’s Tom Giles at Bloomberg Tech 2026 in San Francisco. (Source: Bloomberg)

Gargolas/iStock via Getty Images CMS Energy ( CMS ) is little changed in Thursday's trading as Jefferies downgrades the Michigan-based utility to Hold from Buy with a $74 price target, cut from $88, saying the surprise departure of CFO Rejji Hayes and other factors may weigh on investor confidence. CMS ( CMS ) said Wednesday that Hayes is retiring as CFO, effective immediately, to be succeeded by Senior VP Sri Maddipati, "represents a further headwind for shares working to return to a premium valuation," according to Jefferies analyst Julien Dumoulin-Smith. "The departure of a top-decile CFO leaves us less confident in the ability for CMS to regain its premium relative valuation," the analyst says, and "correctly or incorrectly, investors will view the CFO transition as leading to a higher probability of an unfavorable EPS rebasing with a potential NorthStar divestiture." "The unexpected departure comes at a very vulnerable time for the stock," Dumoulin-Smith says, with "investor confidence at a multi-year low with concerns on the absence of data center announcements, NorthStar potential asset sale/EPS reset, upcoming Michigan elections, and comparison to peer DTE on annual electric rate cases." More on CMS Energy CMS Energy: No Headlines, No Hype, Just 6-8% Growth And A $24 Billion Plan CMS Energy: Let This Utility Light Up Your Portfolio With Gains CMS Energy Q1 2026 Earnings Call Presentation

格隆汇6月5日｜据英国金融时报：美国国家安全局正利用Anthropic的“Mythos”模型实施网络攻击。

The US Education Department says hundreds of colleges face financial distress and many won't survive the decade. Under Secretary Nicholas Kent join Bloomberg Open Interest to explain why the administration wants to speed up college mergers, defend private capital's role in higher education, and use AI-driven efficiencies to help lower costs for students and families. (Source: Bloomberg)

Poke, the startup that lets people use AI agents through simple text messages, has become the first AI agent approved for Apple’s Messages for Business platform.

黎巴嫩真主党领导人拒绝以色列与黎巴嫩政府在美国斡旋下达成的最新停火协议，与此同时，以色列仍在黎巴嫩南部与东部持续针对这支武装组织展开军事攻势。 以色列军队数十年来首次大规模深入黎巴嫩腹地之后，美以黎三方于周三发布联合声明，公布这份由美国居间促成的停火协定，协议并未约定以色列撤军时限。 真主党领导人纳伊姆・卡西姆周四发布书面声明称，真主党要求以色列从黎巴嫩全境全面撤军；只要黎方村镇持续遭遇轰炸损毁、平民不断遇难，真主党就不会终止针对以色列的打击行动。 “我们只谋求通过全面停火终止所有侵略、促成以军撤离。只要领土仍被占领，我们不会向任何一方承诺放弃抵抗。” 卡西姆表示。在炮火逼迫下要求真主党武装撤出黎巴嫩南部，等同于 “投降与溃败，帮敌人实现战略目的”。 就在真主党官宣拒签协议之际，以色列持续空袭黎巴嫩南部，黎巴嫩地方当局通报空袭已造成至少 4 人丧生，一名联合国维和人员在交火中不幸殉难。以色列军方称，真主党向在黎南部执行任务的以军阵地发射多枚火箭弹，并将维和人员遇难归咎于真主党。 以色列国防部长卡茨周四表态，以方将继续在黎巴嫩南部的军事行动，短期内仍不允许黎巴嫩南部民众返乡。他还宣称，依托美国背书，以色列拥有空袭贝鲁特的行动权限，用以报复针对以色列本土城镇与国土的袭击。 责任编辑：江学思

Micron Slumps as AI Chip Selloff Sparks Sector-Wide Panic After Broadcom Shock

What's Going On With Micron Stock Today TradingView

草坪及高尔夫设备制造商Toro公司周四发布第二财季业绩报告，并上调全年业绩指引。公司现预计2026财年调整后每股收益为4.50至4.62美元，净销售增长率为4%至6.5%，均高于此前预期的4.40至4.60美元和3%至6.5%的增幅。 Toro董事长兼首席执行官Richard Olson在声明中表示，公司持续把握地下建造、园林承包商及高尔夫市场机遇，并成功执行利润率改善措施，这些因素支撑了全年指引的上调。 财报数据显示，截至5月1日的第二财季，Toro经调整每股收益为1.60美元，高于去年同期的1.42美元及分析师预期的1.51美元。总净销售同比增长8.1%至14.2亿美元，同样超出市场预期的13.9亿美元。 业绩增长主要得益于AMP生产力计划的持续推进。该计划于2024财年初启动，通过精益运营、战略设施关闭、非核心业务剥离等措施，持续推动成本节约和利润率扩张。第二季度经调整营业利润率达到14.4%，同比提升70个基点，创12个季度以来最高水平。 分业务板块来看，专业部门收入增长9.1%至11.1亿美元，主要受益于价格上调、Tornado Infrastructure Equipment收购带来的增量贡献，以及地下建造设备和零转弯半径割草机的强劲需求。住宅部门销售增长4.4%至3.104亿美元，但受雪地产品出货量下降部分拖累。 Toro预计AMP计划将在本财年末实现1.25亿美元的运行率成本节约，目前进展已超内部预期。公司还表示，自由现金流表现强劲，上半年通过股票回购和股息向股东返还了3.61亿美元。 Toro股价周四盘中一度上涨约6.5%至96.86美元，年内累计涨幅接近17%。 责任编辑：张俊 SF065

格隆汇6月5日｜据以色列i24News：以色列国防军上尉Eitan Shmuel Lemberg在黎巴嫩南部阵亡。

【有線新聞】國家主席習近平下周一起一連兩日國事訪問北韓。 中共中央對外聯絡部指，應北韓領袖金正恩邀請，習近平下周一起國事訪問北韓兩天，將會是習近平相隔近7年再度訪朝，雙方未有透露訪問詳情。習近平和夫人彭麗媛2019年6月國事訪問北韓兩天，期間習近平在平壤跟金正恩舉行雙邊會談。

I prefer going with the company with its hands in many different pots.

Key PointsAlphabet designing its own chips helps reduce its reliance on Nvidia, which is known to charge premium prices.

Key PointsThe stocks listed here have been facing adversity this year, but their long-term prospects remain strong.

Zelensky Pens Lengthy Letter To Putin: 'Enough Of War, I Am Proposing A Meeting' On Thursday Ukrainian President Volodymyr Zelensky proposed a face-to-face meeting with Vladimir Putin in a rare open letter sent to the Russian leader. It said Ukraine is also ready for a "full ceasefire." "Ukraine proposes ending this war through direct engagement between us - and you. I am proposing a meeting ," Zelensky said in the letter. "Ukraine is ready for a full ceasefire for the duration of the negotiations," he added. The letter, which is somewhat lengthy at one point says, "The choice is yours now. Enough of war " and then spells out that "Ukraine proposes to end this war." "This must be done honestly, with dignity, and with guarantees that the war will not be reignited," Zelensky added. And then interestingly, "We see that the United States is fully focused on the issue of Iran, and it would be wrong to simply wait until the war in Europe returns to the center of its attention . " via AP/The Hill The new letter was issued just Europe's most influential powers of Germany, France, and the United Kingdom are trying to again jump-start Ukraine war peace talks, collectively operating as the E3 group. They seek to implement a new framework aimed at engaging Russian President Vladimir Putin in direct negotiations to end the war. Reuters on Wednesday reports that "A window for dialogue is slowly opening between Russia and Europe on Ukraine, ​although it is likely to be months before talks can ‌begin, a German government official said at a briefing on Wednesday." It seems this window of opportunity is based to some degree on perceptions that the war tide and momentum is finally shifting in Ukraine's favor, given the increasing effectiveness of Ukraine's devastating cross-border drone attacks of late. European leaders apparently view the current battlefield and political dynamics as having strengthened Kiev's bargaining position, creating what they believe is the optimal moment to p...

旧金山联储行长玛丽·戴利周四在彭博科技大会上发表讲话时，对人工智能的经济影响提出了一个耐人寻味的观察：尽管AI技术正在各行各业迅速普及，但宏观经济数据中仍未显示出相应的生产率增长。 “生产率提升似乎无处不在，唯独不在数据中，”戴利在回答关于AI对经济影响的问题时这样表示。她指出，官方统计数据显示，虽然过去十个季度的非农商业部门劳动生产率年化增长率达到约2.7%，高于50年长期平均水平的1.9%，但经济学家们至今难以将这些增长明确归因于AI技术。 戴利解释称，当前企业正在利用AI实现自动化和流程优化，但这些大多属于“一次性调整”，而非持续性的生产率增长。她以自动化生产线或AI辅助贷款审批为例，“你一次性地节省了成本，但这并不会带来持续的增长。我们寻找的是一项能持续带来生产率提升的技术，让所有行业都能大规模地变得更好。” 戴利将当前情况与1990年代计算机和软件普及时期进行了对比。她回顾道，时任美联储主席格林斯潘当年就认为生产率数据未能准确捕捉正在发生的技术变革，最终证明他是正确的。戴利表示，美联储现在需要做类似的工作：深入数据之下，与企业沟通，判断经济发展方向，以确定AI究竟能否带来像90年代那样的持续经济增长。 “目前多数宏观研究并未发现AI对生产率产生显著影响的充分证据，”戴利说。这可能是因为现在还为时过早，AI在经济层面的广泛转型需要更长时间才能显现。她强调，美联储必须深入研究AI的影响，才能做出正确的利率决策——如果AI确实能提升生产率，经济增速可能加快而不会引发通胀；反之，如果生产率增长乏力，经济增长则可能带来通胀压力，需要美联储采取更紧缩的政策回应。 戴利在2025年美联储政策决策中拥有投票权，她此前支持将利率维持在3.50%-3.75%区间不变。 责任编辑：张俊 SF065

当地时间4日，世界粮食计划署代理执行主任卡尔·斯考在纽约联合国总部记者会上表示，中东危机正在通过推高能源和食品价格，对全球粮食安全造成外溢冲击。他重申粮食署此前警告称，如果危机持续、油价到7月仍维持在每桶100美元以上，约4500万人将被推向饥饿。（央视新闻）

watch now VIDEO 3:14 03:14 Israel and Lebanon agree to implement U.S.-brokered ceasefire Squawk Box Europe Nearly 40 ships previously stranded in the Persian Gulf have exited through the Strait of Hormuz over the past three weeks as vessels quietly coordinate with the U.S. Navy, according to Lloyd's List Intelligence. Some shipowners are submitting their transit plans to the Naval Cooperation and Guidance for Shipping group in Bahrain, said Richard Meade, editor-in-chief of Lloyd's List, in a briefing Thursday. The assumption is that the U.S. Navy is providing limited assurances that it will intercept incoming threats against commercial ships, Meade said. The Navy is not providing actual escorts, he said. "Transit decisions remain solely with ship operators," Meade said. "Industry operators tell us that they are not being centrally coordinated." Ship transits through Hormuz still remain way below prewar levels. Traffic through the sea lane fell to the lowest point of the U.S.-Iran conflict in May, according to Lloyd's List. President Donald Trump in early May abruptly shut down a short-lived U.S. Navy mission, called Project Freedom , that sought to get traffic flowing by escorting ships stranded in the Gulf through Hormuz. Ships stuck in the Gulf risk attack by Iranian forces unless they receive Tehran's approval to transit a designated route through Hormuz. The vessels also risk U.S. sanctions if they cooperate with Iran. Clashes over ship transits U.S. and Iranian forces have clashed in and around Hormuz earlier this week, briefly spiking oil prices as investors worried that the ceasefire would collapse and full-scale war would resume. U.S. Central Command said Tuesday the exchange of fire started with Iran launching three attack drones toward "civilian mariners that were rightfully transiting regional waters." U.S. forces shot down those drones and carried out self defense strikes against Iranian forces on Qeshm Island, CENTCOM said. Iran then launched ballistic...

亚马逊 近日宣布在南非正式推出Prime会员服务，南非由此成为全球第27个享有该完整会员权益的国家。这一举措标志着这家电商巨头在进军南非市场两年后，进一步深化其在非洲大陆的业务布局，并直接加剧了与Takealot、Shein及 沃尔玛 支持的本地平台之间的竞争。 此次推出的南非版Prime服务以具有竞争力的价格入市。新用户可享受30天免费试用，试用期后会员费为每月59兰特或每年399兰特，选择年费方案相当于节省了44%的开支。作为对比，美国Prime会员月费为14.99美元，此次定价也体现了亚马逊对南非市场的针对性投入。 在核心权益方面，南非Prime会员将享受显著的物流提速。居住在开普敦、约翰内斯堡和比勒陀利亚的会员，在中午12点前下单可享无限次免费当日达，且无最低消费门槛；全国范围内的Prime订单均可享无限次免费次日达服务。此外，该会员还捆绑了Prime Video流媒体服务，除侠探杰克等国际热门剧集外，还特别收录了如崛起：西娅·科利西的故事等南非本土内容。随会员权益一同到来的还有亚马逊云游戏服务Luna，包含霍格沃茨之遗和堡垒之夜等热门游戏。 为配合Prime服务的落地，亚马逊还确认首届南非Prime Day会员日将于2026年6月23日至29日举行，届时会员将享受为期一周的独家促销活动。亚马逊撒哈拉以南非洲地区总经理罗伯特·科恩表示，此次发布是在南非业务基础上的又一重要里程碑，旨在通过更便捷、优惠和娱乐的体验，成为南非消费者日常生活中不可或缺的一部分。 责任编辑：张俊 SF065

AMD's Frank Azor pushes back against claim that FSR 4.1 won't be ported to RDNA 3.5 GPUs — says 'no such decision' has been made Tom's Hardware

在传统百货行业持续洗牌的背景下， 梅西百货 凭借一份多年未见的亮眼财报证明了自己的韧性。公司一季度业绩全面超预期，并随即上调了全年指引，股价应声大涨，而其主要竞争对手科尔士百货和迪拉德的增长势头则相对乏力。 根据财报，梅西百货一季度总营收达到46.8亿美元，高于市场预期的46.1亿美元，归母净利润6300万美元，同比大增65.79%。更令投资者振奋的是，其同店销售额同比增长3%，创下近四年来一季度的最高增速。受此利好消息刺激，梅西百货股价在周四大涨约8%，盘中一度触及23.60美元的52周高点。公司表示，业绩增长主要依托于200家已完成升级改造的焕新门店，管理层正在通过增加人手、引入Rodd & Gunn等新锐品牌来优化购物体验。 与此同时，竞争对手的表现则显得黯然失色。科尔士百货一季度净销售额下降1.7%，同店销售下滑1.1%。尽管这一数据已是其四年多来最佳表现，且亏损低于市场预期，但管理层坦言核心消费者仍面临财务压力，并维持了较为保守的全年业绩展望。与之对比，高端连锁迪拉德虽然一季度每股收益高达16.04美元远超预期，但整体零售市场贫富分化的趋势也越发明显。 在行业寒冬中，梅西百货正在通过宏伟蓝图战略进行断臂求生。公司此前宣布计划在2026年前关闭约150家业绩不佳的门店，通过剥离低效资产，专注于核心盈利业务和数字化体验。分析指出，随着美国零售业面临持续的门店关闭潮，梅西百货的成功转型表明，通过关店提效和体验升级双管齐下的策略正在帮助老牌巨头在电商时代找到新的生存空间。 责任编辑：张俊 SF065

高盛 周四将Plains All American Pipeline的股票评级从“卖出”上调至“中性”，并将目标价从18美元大幅上调至24美元，理由是该公司的增长前景正在温和改善，同时原油市场环境趋于有利。此次上调评级后，Plains All American及其关联实体Plains GP Holdings的股价均录得上涨。 高盛分析师指出，尽管该公司在2026至2030年间的EBITDA复合年增长率预计仅为3%左右，在同行中仍处于相对落后的位置，但其强劲的自由现金流以及行业整合背景下的并购潜力值得关注。此次评级上调反映了该行认为公司的基本面正在企稳，有望从一段表现欠佳的时期中逐步恢复。 在运营层面，Plains All American近期展现了稳健的财务表现。根据公司5月发布的第一季度财报，其调整后EBITDA达到7.3亿美元，并已将2026年全年的调整后EBITDA指引上修至28.8亿美元，较此前预期提高了约1.3亿美元。公司还预计2026年将产生约18.5亿美元的自由现金流，这笔资金将主要用于偿还债务和支持资本回报计划。 此外，公司正积极推进其战略转型。Plains计划将加拿大NGL业务出售给Keyera Corp，预计交易将在本月内完成，净收益约为33亿美元。这笔交易将使公司的杠杆率从4.1倍降至约3.5倍，同时推动Plains转型为一家纯粹的原油中游企业，其资产网络从加拿大延伸至美国墨西哥湾沿岸。尽管该交易正面临加拿大竞争局的审查，但公司表示这不会阻止交易的完成。 管理层同时强调，公司正按计划推进到2027年实现1亿美元成本削减的目标，其中5000万美元预计将在今年内完成。尽管近期天气因素和监管不确定性带来了一定的短期压力，但高盛认为，随着公司通过资产出售优化资产负债表以及自由现金流的持续增长，其长期发展轨迹正在改善。 责任编辑：张俊 SF065

History suggests SpaceX will struggle to reward investors buying the stock at an astronomical valuation.

由于通胀和股市波动给家庭财务带来压力，近一半美国人仍依赖父母提供经济支持，其中甚至包括33%的X世代人士。 根据西北互助人寿保险公司的一份报告，42%的美国人表示自己在经济上依赖父母。更引人关注的是，20%的美国人认为自己可能永远无法实现经济独立。尽管年龄、职业阶段和财务状况各不相同，这一现象在各个世代中都存在。该保险公司将“经济依赖”定义为依靠父母承担个人生活方式中的大部分开支。 西北互助私人财富顾问Kurt Rupprecht表示，通胀和生活成本上升，尤其是住房成本上涨推高日常支出，使人们更难实现经济独立。与此同时，裁员以及人工智能可能冲击就业市场的担忧，也让部分美国人更难找到工作，从而促使更多人依赖父母提供经济支持。 Rupprecht在接受采访时表示，储蓄者应当把重点放在增强财务韧性上，而不是一味追求某一种投资结果。他指出，太多人以“完美规划”的心态看待退休，而不是专注于稳步取得进展，这使他们在现实情况不如预期时变得更加脆弱。 Rupprecht表示，这种情况在X世代身上尤其令人担忧。X世代指1965年至1980年出生的人群，他们已逐渐接近退休年龄，却仍然依赖“爸妈银行”。他说，这一代人中有太多人仍需要父母资助房屋翻修或子女教育等支出。 责任编辑：丁文武

First Test: England 140; New Zealand 61-6 Paceman’s stunning return gives England the edge It took two years for Ollie Robinson to force his way back into the England set-up and then about five minutes to win over their supporters. Steaming in from the Nursery End, Robinson produced a devastating three-wicket first over – and four overall – to cap an absurd opening day against New Zealand. Some 16 wickets fell across only 60 overs of rain-affected play and, if this Test was being played in Australia, the groundsman might be feeling twitchy about having to give a press conference on Saturday. The pitch may ease up before then, even if the quicks on both sides will be hoping it stays just as fruity. Continue reading...