原油价格下跌，交易员评估需求减弱迹象以及在重开霍尔木兹海峡方面鲜有进展的美伊和平谈判。现货黄金抹去今年涨幅。基本金属普跌。 原油：油价下跌 市场评估美伊和谈进展与需求减弱迹象 原油价格下跌，交易员评估需求减弱迹象以及在重开霍尔木兹海峡方面鲜有进展的美伊和平谈判。 WTI下跌2.7%，收于每桶90美元上方；全球基准布伦特原油收于每桶93美元附近。 由于地缘政治不确定性抑制风险偏好，两大基准原油期货的未平仓合约数量呈下降趋势，从而放大了价格波动。 尽管伊朗支持的黎巴嫩真主党拒绝了美国斡旋的以黎停火协议，但美国总统唐纳德·特朗普表示与伊朗的谈判进展顺利。 黎巴嫩总统约瑟夫·奥恩在接受CNN采访时表示，伊朗在与美国谈判中把黎巴嫩当作“谈判筹码”，这是不可接受的。 交易员还在关注全球范围内需求遭到破坏的迹象，这源于价格上涨和库存下降。 多家主要能源预测机构已经预计，今年全球石油需求增速可能罕见下滑。 “全球需求破坏持续扩大，”BOK Financial Securities高级副总裁Dennis Kissler表示。“原油价格正试图在供应趋紧、需求减弱以及最终达成和平协议概率仍然较高之间寻找平衡点。” 7月交割的WTI跌2.7%，结算价报每桶90.54美元。 8月交割的布伦特跌2%，结算价报每桶93.09美元。 基本金属：全线下跌 基本金属普跌，强于预期的美国就业数据发布后，美元创12周来最大单日涨幅。 截至收盘，LME期铜下跌3%，报13519.5美元/吨。 LME期铝下跌2%，报3592美元/吨。 LME期镍下跌0.6%，报18581美元/吨。 LME期锌下跌1.6%，报3530美元/吨。 LME期锡下跌5%，报52935美元/吨。 LME期铅下跌0.6%，报2005美元/吨。 贵金属：现货黄金抹去今年涨幅 现货黄金抹去今年涨幅，强劲的美国就业数据提振市场对美联储今年可能加息的押注，而加息不利于这种贵金属。 在最新美国数据显示5月就业增长超过所有预期后，债券收益率和美元走高，现货金价周五一度下跌3.6%，至每盎司4，315.35美元，回吐今年以来涨幅。中东紧张局势推高能源价格之际，劳动力市场的强劲表现强化了市场对美联储官员加息的预期。加息通常不利于无息资产黄金。 “实际收益率上升和美元走强，给黄金带来双重阻力，”Brown Brothers Harriman & Co．全...

Macroeconomic concerns just spurred a massive sell-off for Navitas stock.

Key PointsGrowth stocks got crushed today in response to macroeconomic concerns.

有理有得傾｜中大醫院行政總裁鍾健禮

Given that control over energy reinforces superpower status, the contest of the century has morphed into an intense rivalry between China, a rising “electrostate”, and the United States, the world’s hydrocarbon hegemon safeguarding its position. China recognises that electricity drives its economy. Despite being a major producer of coal, crude oil and natural gas, China remains an importer of these hydrocarbons. However, with strategic patience, through its five-year plans, the country has been...

根据欧洲-地中海地震中心报告，当地时间5日14时55分，墨西哥西南部格雷罗州近海地区发生5.4级地震，震源深度32公里。目前暂无人员伤亡及财产损失报告。（央视新闻）

Goldman Sachs says global oil demand takes big hit, sees risks to price forecast Reuters

格隆汇6月6日｜美国能源部长赖特：要确保霍尔木兹海峡的石油供应畅通，从而降低汽油和柴油价格，需要与伊朗达成解决方案。

【有線新聞】美國和伊朗的戰鬥持續，美軍擊落多架伊朗攻擊無人機，並轟炸其雷達設施；伊朗則攻擊美軍在波斯灣國家的基地報復。有德黑蘭高層接受美國傳媒專訪，稱兩國能否達成協議取決於華府會否解凍伊朗240億美元資產。 美軍中央司令部發布片段，轟炸伊朗戈魯克及格什姆島的海岸監視雷達站，防範伊朗的海上攻擊。較早前又聲稱擊落4架正前往霍爾木茲海峽的伊朗單向攻擊無人機，認為對區域交通構成直接威脅。美軍又稱成功攔截6枚伊朗向科威特和巴林發射的彈道導彈，餘下1枚未有擊中預定目標。科威特和巴林多處響起警報，伊朗革命衛隊宣稱以導彈攻擊美軍在科威特的兩個基地，以及在巴林美國海軍設施。 對於美軍指控伊朗攻擊無人機飛往霍爾木茲海峽，伊朗傳媒僅指當局在海峽附近水域開火，美伊和談未見突破，但美國總統特朗普續稱談判進展順利，無論如何戰事都已結束。特朗普：「無論如何，（戰爭）已經結束。不是用一紙協議結束，就是用更複雜的方式解決，雖然你也可以說用更簡單的方式解決，伊朗沒有海軍了。」 伊朗最高領袖穆傑塔巴的軍事顧問禮薩伊接受美國有線新聞網絡專訪，指伊美談判陷入僵局，能否達成協議取決於華府是否同意解凍伊朗240億美元資產主導權於特朗普手上，又指穆傑塔巴不會和他會面。德黑蘭政權已準備好應付談判破裂可能觸發的美軍地面行動，宣稱伊朗陸軍比導彈優秀得多。他又警告若美國重啟衝突，伊朗會將戰火蔓延至波斯灣以外地區，軍事行動或擴展到印度洋及地中海等地。

Key PointsDogecoin can generate quick profits, but investors must be able to predict when the next hype cycle will occur.

monsitj/iStock via Getty Images Gold futures fell below the $4,400/oz mark Friday, nearly erasing its gain for the full year, after the U.S. posted another month of strong job gains in May, reinforcing expectations that ‌the Federal Reserve will keep interest rates higher for longer amid inflation concerns prompted by the Middle East war. U.S. Treasury yields and the dollar jumped after the Bureau of Labor Statistics reported non -farm ⁠payrolls rose by 172K jobs in May, with a significantly upward revision of 179K jobs ​in April, topping all forecasts. "This is a hawkish jobs report: It supports a stronger dollar, higher yields, and pushes back against aggressive rate-cut expectations," Naeem Aslam, Chief Investment Officer at Zaye Capital Markets, said in a note. "Gold may come under pressure initially as yields and the dollar rise, unless geopolitical fears keep safe-haven demand alive." Markets are now pricing a ~72% chance of a Fed rate hike in December, according to CME Group's FedWatch tool, compared to ~50% before the release of the jobs data. Concerns over sustained disruptions to energy shipments through the Strait of Hormuz have supported higher oil prices and heightened inflation risks, strengthening prospects of higher-for-longer interest rates or potential hikes that would weigh on non-yielding assets such as gold. U.S. Comex gold ( XAUUSD:CUR ) fell for the fifth week of the past seven, with the front-month contract for June delivery finishing down 3.1% on Friday to $4,337.10/oz, its lowest settlement value since January 2, and front-month Comex June silver sank 6.5% to $68.943/oz, its lowest close since March 26. For the week, front-month gold and silver declined 4.9% and 8.8%, respectively; YTD, gold has now gained a mere 0.3%, while silver has slipped 1.7%. ETFs: ( GLD ), ( GDX ), ( GDXJ ), ( IAU ), ( NUGT ), ( PHYS ), ( GLDM ), ( AAAU ), ( SGOL ), ( DUST ), ( RING ), ( BAR ), ( OUNZ ), ( SGDM ), ( SGDJ ), ( SLV ), ( PSLV ), ( SIVR ), ( SIL ), ( SI...

华尔街历史性的周度连涨告一段落。科技股抛售以及债券收益率走高冲击美股，早前发布的强劲就业报告推高了对美联储下一步利率动作将是加息的押注。 对估值的担忧日益加剧，推动标普500指数收跌2.6%，未能实现连续第十周上涨。 该指数11个板块中有5个日间上涨，消费必需品和公用事业板块领涨。 标普500指数中的信息科技板块重挫5.8%， 瑞银 一篮子受益于人工智能的股票猛跌7.0%，NuScale Power、Oklo Inc．和美满电子跌幅最大。 露露乐蒙收跌8.6%，北美业务表现恶化导致这家运动服饰公司下调了全年预期。 纳斯达克 100指数收跌4.8%，创2025年4月以来最大跌幅。 一项衡量芯片制造商的指标下滑10%。 Meta Platforms Inc．下跌5.5%，《金融时报》报道称该公司正在考虑大规模出售新股。 Nationwide的Mark Hackett表示，科技股抛售潮发生在人工智能公司亮眼的财报季之后，原因是投资者质疑其增长率是否已经见顶。 “我们正面临科技股的又一次强力回调。”资深策略师Louis Navellier表示，“这看起来是半导体板块获利了结所致。此外，今天冲击市场的还有利率上升因素。原因在于就业数据非常强劲，降低了市场对美联储降息的预期”。 Renaissance Macro Research的Neil Dutta表示，市场可能将今天强劲的经济数据解读为对股价不利的消息，但这只是债市重新对美联储路径定价带来的一种膝跳反应。 “归根结底，如果美联储加息是因为就业扩张，我并不一定会认为这对股市前景不利，”Dutta表示，“滞胀对股市不利，但通胀繁荣则不然”。 截至收盘，标普500指数下跌2.6%，报7383.74点； 道琼斯 工业平均指数下跌1.4%，报50866.78点； 纳斯达克综合指数下跌4.2%，报25709.43点； 罗素2000指数下跌3.5%，报2833.501点。 责任编辑：丁文武

Cullinan Metals ( CMTNF ) plans to change its name to Automata Rare Earth. The company has reserved the new trading symbol AREE with the Canadian Securities Exchange, pending final exchange approval. Management said the rebranding reflects its strategic focus on rare earth elements, copper, and other critical minerals tied to electrification, AI infrastructure, defense, and renewable energy. The name change is expected to become effective on or about June 10, 2026. More on Cullinan Metals Corp. Cullinan Metals names Christopher Huggins as CEO Financial information for Cullinan Metals Corp.

Oracle (ORCL) Set to Raise Capital Expenditure Guidance Amid AI Investment Surge GuruFocus

Microsoft (MSFT) Explores Potential Government Stake in OpenAI GuruFocus

The dollar index (DXY00 ) on Friday rallied to a 1.75-month high and finished up by +0.66%. The dollar recovered from early losses on Friday and surged on the stronger-than-expected US May payroll report, bolstering speculation that the next Fed move will be an interest rate increase. Also, Friday's stock...

Marvell Technology is set to join the benchmark S&P 500 index, S&P Dow Jones Indices said on Friday, ‌sending the chipmaker's shares up 6% in extended trading. The company ‌will join the benchmark index later this month, after it recently cleared a key profitability ​hurdle riding a blistering AI-fueled rally. The stock will replace swimming pool equipment distributor PoolCorp on the benchmark index before the start of trading on June 22.

Astera Labs(ALAB.US) Director Sells US$4.55 Million in Common Stock Moomoo

Never miss an episode. Follow The Big Take daily podcast today. By many metrics, Meta is falling behind in the AI race. So CEO Mark Zuckerberg is building one of the largest data centers in the world — a facility the size of about 3,000 football fields in one of the poorest regions in the US. On today’s Big Take podcast, host Sarah Holder sits down with Bloomberg reporter Riley Griffin, who traveled to Richland Parish, Louisiana, to hear from residents about the risks and opportunities they see as Meta comes to town. Will they reap the benefits? Or trade in one uncertain economy for another? Read more: Meta Goes Big on the Bayou We have a special Bloomberg subscription offer for podcast listeners at Bloomberg.com/podcastoffer. Listen and follow The Big Take on Apple Podcasts , Spotify or wherever you get your podcasts. Terminal clients: Visit NSUB to subscribe. This episode was produced by: Julia Press; Editors: Aaron Edwards; Fact-checker: Laura Newcombe and Rachael Lewis-Krisky; Sound Design/Engineer: Alex Sugiura; Senior Producer: Naomi Shavin; Senior Editor: Elisabeth Ponsot; Deputy Executive Producer: Julia Weaver; Executive Producer: Nicole Beemsterboer.

阿波罗资管和黑石集团已为Anthropic敲定350亿美元的融资方案，用于扩建其AI基础设施。（财联社）

United States Steel Corp stock (US88160R1014): valuation focus as Nippon Steel deal remains pending AD HOC NEWS

Key PointsThe iShares Morningstar Small-Cap Value ETF offers a significantly lower expense ratio and higher dividend yield than the iShares Russell 2000 Value ETF.

Oracle (ORCL) Anticipated to Increase Capital Spending Ahead of Earnings Report GuruFocus