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美企苦高价AI久矣?DeepSeek登上趋势榜第一

36kr 📅 06/05 21:49 AAPL.OMSFT.OAMZN.O
AI成本居高不下,“烧不动钱”的美国企业客户,开始将目光投向中国大模型。 根据美国企业指出管理平台Ramp日前最新报告, DeepSeek登上“软件趋势榜单”第一。该榜单主要追踪的是企业向某软件供应商的首次采购情况,这也意味着DeepSeek成为该平台上增速最快的软件之一。 Ramp Economics Lab首席经济学家Ara Kharazian表示, 这或许可以说是一个最明显的信号,代表(美国...

Douglas Dynamics declares $0.295 dividend

Seeking Alpha 📅 06/05 21:49
Douglas Dynamics ( PLOW ) declares $0.295/share quarterly dividend , in line with previous. Forward yield 2.64% Payable June 30; for shareholders of record June 16; ex-div June 16. The company has now announced a dividend of $0.295 for fourteen consecutive quarters. See PLOW Dividend Scorecard, Yield Chart, & Dividend Growth. More on Douglas Dynamics Douglas Dynamics, Inc. (PLOW) Q1 2026 Earnings ...

中国光伏出口爆单

格隆汇 📅 06/05 21:49
格隆汇6月5日|据央视财经,近年来,我国光伏产品在国际市场上的需求保持增长,虽然今年4月份以来出口退税取消,但需求不减,尤其在东南亚市场,今年4月,单月组件出口量同比增长267%。海关数据显示,2026年1月到4月,中国光伏产品累计出口量同比增长约43%。在浙江义乌的一家光伏企业生产车间,电池片生产线繁忙有序,自动化设备高速运转,相关负责人介绍,这批产品将出口欧洲,目前企业的海外订单排产饱满,多个...

Indian Households Expect Inflation to Spike, Confidence Wanes

Bloomberg 📅 06/05 21:49
Indian households expect inflation to accelerate through the year, Reserve Bank of India surveys showed, highlighting concerns over the US-Iran war and below-normal monsoon predictions. Households’ current inflation perception rose 60 basis points in a survey conducted from May 2 to 11 in 19 major cities. Expectations for inflation three months ahead climbed 80 basis points, while the one-year out...

Nasdaq, S&P 500 Drop Again. The Dow Is Down, Too.

Yahoo 📅 06/05 21:49 AVGO.O
The Nasdaq fell again Friday amid ongoing struggles for AI stocks in the wake of Broadcom’s earnings earlier this week and ongoing concerns about spending among tech firms. The S&P 500 dropped 0.8%. The Dow fell 125 points, or 0.2%.

Turkey targets more defence sales as West rearms, alliances shift - Reuters

Reuters 📅 06/05 21:49
Turkey targets more defence sales as West rearms, alliances shift Reuters

美股AI芯片概念集体下挫,英特尔、AMD、高通跌超5%

格隆汇 📅 06/05 21:48 QCOM.OAMD.OINTC.O
格隆汇6月5日|美股AI芯片概念股集体下挫,其中,百度跌超6%,莱迪思半导体、英特尔、AMD、高通跌超5%,恩智浦、博通跌超4%,IBM、台积电、思科跌超3%,英伟达跌超2%。

Tech jobs grew in May despite AI layoffs

Yahoo 📅 06/05 21:48 META.O
The shift to AI is creating an uneven tech job market, driving major cuts even as overall hiring ticks up and in-demand skills evolve.

Don't expect to see SpaceX on the S&P 500 so soon after IPO

Yahoo 📅 06/05 21:47 TSLA.O
S&P Dow Jones Indices stated that it will not be changing its rules to fast-track SpaceX (SPAX.PVT) and other mega-IPOs into the S&P 500 index (^GSPC). Morning Brief Host Julie Hyman and Vanity Fair contributing editor Bethany McLean discuss SpaceX's valuation in the lead up to the space company's public launch a week from now. JPMorgan Chase (JPM) CEO Jamie Dimon hosted Elon Musk as part of Space...

美国5月非农就业远超预期,年底加息概率大增

财新 📅 06/05 21:47
这是沃什上任美联储主席后收到的首份就业报告,强劲的就业形势足以让美联储继续关注通胀 【财新网】 美国5月非农就业新增17.2万个岗位,大幅超出预期的8.8万个,与此同时,3月和4月的非农就业合计大幅上调9.3万个。5月失业率维持4.3%,连续三个月保持不变。 当地时间6月5日早上8点半,美国劳工部发布了5月数据。数据发布后,美国国债收益率直线拉升,10年期国债收益率上行5.91个基点,现报4.53...

Growth ETFs: VONG Has Delivered Excellent Returns, But VBK Provides More Diversification

The Motley Fool 📅 06/05 21:47
The choice between Vanguard Russell 1000 Growth ETF (NASDAQ:VONG) and Vanguard Small-Cap Growth ETF (NYSEMKT:VBK) hinges on whether an investor seeks exposure to established large-cap technology giants or smaller growth companies. Both funds serve as core growth-building blocks, but they operate at opposite ends of the market capitalization spectrum. While the Vanguard Russell 1000 Growth ETF trac...

Man jailed over 2003 Salford rape for which Andrew Malkinson was wrongly imprisoned

The Guardian 📅 06/05 21:47
Paul Quinn, 52, to serve 24 years for attack that led to one of worst miscarriages of justice in modern British history A man who evaded justice for nearly two decades has been jailed for 24 years for a “savage” rape for which Andrew Malkinson was wrongly imprisoned. Paul Quinn, 52, was found guilty of the 2003 attack in Salford after a fresh forensic analysis found traces of his DNA on the victim...

Advanced Micro Devices Inc Stock (AMD) Opened Down by 3.88% on Jun 5: Drivers Behind the Movement - TradingKey

Google 📅 06/05 21:47 AMD.O
Advanced Micro Devices Inc Stock (AMD) Opened Down by 3.88% on Jun 5: Drivers Behind the Movement TradingKey

Taiwan Semiconductor Manufacturing Co Ltd Stock (TSM) Opened Down by 3.23% on Jun 5: What Investors Need To Know - TradingKey

Google 📅 06/05 21:47 TSM.N
Taiwan Semiconductor Manufacturing Co Ltd Stock (TSM) Opened Down by 3.23% on Jun 5: What Investors Need To Know TradingKey

Micron Technology Inc Stock (MU) Opened Down by 5.08% on Jun 5: What Investors Need To Know - TradingKey

Google 📅 06/05 21:47 MU.O
Micron Technology Inc Stock (MU) Opened Down by 5.08% on Jun 5: What Investors Need To Know TradingKey

SA analyst upgrades/downgrades: NVDA, UNH, MSFT, LULU

Seeking Alpha 📅 06/05 21:47 MSFT.ONVDA.O
Luis Alvarez Nvidia ( NVDA ) and Microsoft ( MSFT ) have received upgrades as analysts grow more optimistic about their leadership in AI infrastructure and margin resilience. Analysts Ritabrata Das and Kevin George highlight the importance of Blackwell architecture and AI-driven product launches in their recent updates. Meanwhile, UnitedHealth ( UNH ) and lululemon ( LULU ) have been downgraded du...

SA analyst upgrades/downgrades: NVDA, UNH, MSFT, LULU - Seeking Alpha

Google 📅 06/05 21:47 MSFT.ONVDA.O
Luis Alvarez Nvidia ( NVDA ) and Microsoft ( MSFT ) have received upgrades as analysts grow more optimistic about their leadership in AI infrastructure and margin resilience. Analysts Ritabrata Das and Kevin George highlight the importance of Blackwell architecture and AI-driven product launches in their recent updates. Meanwhile, UnitedHealth ( UNH ) and lululemon ( LULU ) have been downgraded du...

Broadcom Inc Stock (AVGO) Opened Down by 3.62% on Jun 5: Key Drivers Unveiled - TradingKey

Google 📅 06/05 21:47 AVGO.O
Broadcom Inc Stock (AVGO) Opened Down by 3.62% on Jun 5: Key Drivers Unveiled TradingKey

從科技投資佈局,看美團的AI機會 - 富途牛牛

Google 📅 06/05 21:47 3690.HK
從科技投資佈局,看美團的AI機會 富途牛牛

费城半导体指数跌幅扩大至5.2%

同花顺 📅 06/05 21:46
费城半导体指数跌幅扩大至5.2%,纳斯达克综合指数跌1.42%。英伟达股价下跌2.32%,台积电股价下跌3.8%,博通股价下跌4.14%,美光科技股价下跌5.68%,超威半导体股价下跌5.31%,阿斯麦股价下跌4.24%,英特尔股价下跌5.66%,ARM下跌8.49%。

人事观察|陕西常委增员 “70后”副省长李钧履新

财新 📅 06/05 21:46
李钧曾先后在农行、农发行、进出口银行工作,2024年升任陕西副省长 【财新网】 再有来自金融系统的“70后”副省长“入常”。6月5日,陕西日报微信公众号发布消息,日前,中共中央批准:陕西省副省长李钧任陕西省委委员、常委。 李钧曾先后在中国农业银行、中国农业发展银行、中国进出口银行工作,2024年1月升任陕西省副省长,至今“入常”。此外,曾任职中行、建行的甘肃“70后”副省长 王兵 ,近日也履新甘肃...

现货黄金跌超2%

同花顺 📅 06/05 21:46
现货黄金跌超2%,现报4384.9美元/盎司。

Unit Corporation declares $1.25 dividend

Seeking Alpha 📅 06/05 21:45
Unit Corporation ( UNTC ) declares $1.25/share quarterly dividend , in line with previous. Forward yield 15.05% Payable June 26; for shareholders of record June 16; ex-div June 16. The company has now announced a dividend of $1.25 for ten consecutive quarters. See UNTC Dividend Scorecard, Yield Chart, & Dividend Growth. More on Unit Corporation Unit Corporation: Warrant Litigation Proceeds Unit Co...

Nvidia's Huang arrives in South Korea with 'surprises', bets on robotics

Yahoo 📅 06/05 21:45 NVDA.O
Nvidia chief executive Jensen Huang arrived in Seoul Friday for a packed schedule of meetings with tech leaders, promising "some surprises" for South Korea while predicting robotics will be the country's next major growth sector.Huang said robotics would be the "next major sector here in South Korea", and that the country is "extraordinary at manufacturing, mechatronics, and also artificial intell...

南向資金追蹤|本周累計買入約228億港元 大舉加倉中芯國際及泡泡瑪特 - hstong.com

Google 📅 06/05 21:45 981.HK
南向資金追蹤|本周累計買入約228億港元 大舉加倉中芯國際及泡泡瑪特 hstong.com

資金動向 | 北水狂買騰訊、小米,大拋中芯國際近28億港元 - hstong.com

Google 📅 06/05 21:45 981.HK
資金動向 | 北水狂買騰訊、小米,大拋中芯國際近28億港元 hstong.com

格隆汇6月5日|俄罗斯总统普京:目前俄罗斯出口结算业务中卢布所占比例约为65%。

格隆汇 📅 06/05 21:45
格隆汇6月5日|俄罗斯总统普京:目前俄罗斯出口结算业务中卢布所占比例约为65%。

These 4 Dividend Stocks Generate $19,200 Tax-Free Inside a Roth

Yahoo 📅 06/05 21:45 NVDA.O
High earners in the 32% federal bracket holding ordinary-income dividend payers in a taxable brokerage account face a math problem that most never run on paper. If your $60,000 in dividend income is taxed as ordinary income at the 32% bracket, you owe $19,200 to the IRS, leaving $40,800 in net income. The same $60,000 ... These 4 Dividend Stocks Generate $19,200 Tax-Free Inside a Roth

Erste Group Upgrades Broadcom(AVGO.US) to Buy Rating - 富途牛牛

Google 📅 06/05 21:45 AVGO.O
Erste Group Upgrades Broadcom(AVGO.US) to Buy Rating 富途牛牛

SpaceX“完美风暴”降临:这是三大对冲策略!

华尔街见闻 📅 06/05 21:45 TSLA.OMETA.O
SpaceX即将启动的IPO不仅是一场融资盛宴,更是一次对全球股票市场流动性的系统性压力测试。 据悉,SpaceX此次IPO拟募资最高860亿美元,估值达1.78万亿美元,将成为全球历史上规模最大的IPO。法国巴黎银行(BNP Paribas)在最新研究报告中警告, 围绕此次上市产生的多股资金流向高度同向叠加,可能在未来数周内引发美国股市剧烈波动。 BNP Paribas估计, 被动资金将为Spa...
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