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[国元证券]传媒互联网行业周报:AI大模型密集迭代,关注暑期旺季传媒行业表现

东方财富 📅 06/09 00:00 700.HKAAPL.OGOOG.O
报告要点: 市场表现 周度涨跌情况(2026.6.1-2026.6.7,下同):传媒行业(申万)-2.64%,同期沪深300-1.54%,上证指数-1.00%,深证成指-1.67%,创业板指-1.98%,恒生科技指数-0.16%。细分行业来看,游戏/电视广播/影视院线/广告营销/数字媒体/出版,分别-1.02%/-4.10%/-5.01%/-5.01%/+2.51%/-2.32%。 行业重点数据及...

纽约联储调查:家庭对财务状况的担忧程度升至2022年7月以来最高水平

新浪 📅 06/08 23:59
要点 5月份,美国家庭对其财务状况的担忧加剧,认为自身状况比一年前“糟糕得多”的家庭比例触及近四年高点。 纽约联储的月度调查显示,通胀预期基本持平,但对经济状况的总体看法出现恶化。 根据纽约联邦储备银行的一项调查,美国家庭对其财务状况的担忧加剧,认为自身状况比一年前“糟糕得多”的家庭比例触及近四年高点。 尽管周一发布的央行月度《消费者预期调查》显示通胀预期基本持平,但受访者对经济状况的总体看法出现...

纽约联储调查:美国求职者前景预期恶化,通胀预期小幅回落

华尔街见闻 📅 06/08 23:59
根据纽约联邦储备银行周一发布的一项调查,美国人对劳动力市场的看法在五月转向悲观,人们对求职者的预期前景达到今年最低点;消费者的通胀预期与上个月相比基本保持不变。 调查显示,受访者认为未来12个月内失业的概率在5月上升0.5个百分点至15.1%,找到工作的概率则下滑2.3个百分点至43.7%,为去年12月以来最低水平。 与此同时,消费者1年期通胀预期从4月的3.6%小幅回落至3.5%,3年和5年期通...

Stocks Push Higher as Chipmakers and AI Companies Rebound

Nasdaq 📅 06/08 23:59
The S&P 500 Index ($SPX ) (SPY ) today is up +0.65%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.21%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.59%. June E-mini S&P futures (ESM26 ) are up +0.70%, and June E-mini Nasdaq futures...

Prediction: AMD Stock Will Trade at This Price in 2027 - AOL.com

Google 📅 06/08 23:59 AMD.O
Prediction: AMD Stock Will Trade at This Price in 2027 AOL.com

Japan Watchdog Seeks Penalties Against Futu’s Moomoo Unit

财新 📅 06/08 23:58
Futu Holdings’ Japanese brokerage unit, Moomoo Securities Co. Ltd., has recently been named by regulators in Japan. Photo: VCG Japan’s securities watchdog has recommended administrative penalties against Moomoo Securities Co. Ltd., the local brokerage unit of Nasdaq-listed Futu Holdings Ltd., citing compliance failures in its tax-free investment services, customer asset transfers and anti-money-la...

AI Entreprenuer Buys $4 Million Xometry Shares After Joining Board

The Motley Fool 📅 06/08 23:58
Xometry (NASDAQ:XMTR) is a digital marketplace for on-demand manufacturing that has seen its shares rally nearly 36% year-to-date Lukas Alexander Biewald, Director of Xometry, reported the open-market purchase of 47,058 shares for a transaction value of ~$4 million, according to a SEC Form 4 filing . Transaction value based on SEC Form 4 reported price ($85.00); post-transaction value based on Jun...

Why is Meta dragging NSO back to court? New WhatsApp threats raise alarm

Seeking Alpha 📅 06/08 23:57 META.O
Derick Hudson Meta Platforms ( META ) is escalating its battle against Israeli spyware maker NSO Group, seeking a federal court contempt order after detecting new phishing attempts targeting WhatsApp users despite a permanent injunction obtained last year. According to an official blog , WhatsApp recently disrupted spear-phishing campaigns linked to NSO, a company already blacklisted by the U.S. g...

穆迪:美国寿险公司持有8070亿美元流动性最差信贷资产

新浪 📅 06/08 23:57
穆迪公司 一项最新研究显示,去年美国寿险公司持有的流动性最差的固定收益工具规模约为8070亿美元,引发市场对该行业整体流动性以及资产集中度的担忧。 根据周一发布的报告,截至2025年底,此类资产占寿险行业4万亿美元固定收益投资组合的20%,高于前一年的18%。在进行数据测算时,所涉及的证券具有私募信用评级(PLR),但未获第三方机构的正式评级或无法通过可观察到的市场价格进行估值。 信用评级是保险业...

美国众议院预计将于本周对一项700亿美元的移民资金法案进行投票

新浪 📅 06/08 23:57 700.HK
要点 美国众议院预计将于本周对一项700亿美元的移民资金法案进行投票,历经数月辩论和拖延后,该法案可能送交总统唐纳德·特朗普签署。 参议院上周五早些时候以52票对47票通过了该法案。阿拉斯加共和党参议员丽莎·穆尔科斯基是唯一投反对票的共和党人。 该立法将为移民执法机构提供资金,直至特朗普总统任期结束。 2026年5月13日,众议院议长迈克·约翰逊(路易斯安那州共和党人)在华盛顿特区共和党全国委员会...

SpaceX IPO Fuels Space Economy Buzz

Bloomberg 📅 06/08 23:56
SpaceX is just days from Wall Street's biggest IPO ever. And as capital pours into the Space Economy, the opportunities go beyond rocketships. Space exploration yields critical infrastructure for plenty of Earth-bound industries, like agriculture and drug research. Ross Hamilton, the COO of Space Network and the author of "Everything is Flying" joined Bloomberg Open Interest to talk about how spac...

Monday Sector Leaders: Semiconductors, Apparel Stores

Nasdaq 📅 06/08 23:56
In trading on Monday, semiconductors shares were relative leaders, up on the day by about 5.8%. Leading the group were shares of Marvell Technology, up about 15% and shares of Applied Optoelectronics up about 13.3% on the day. Also showing relative strength are apparel stores

私募股权科技交易额暴跌70% AI担忧令投资者对估值越发谨慎

新浪 📅 06/08 23:56
贝恩公司报告显示,私募股权科技交易额自去年底以来大幅下滑,原因是投资者在人工智能(AI)时代对企业估值变得越发谨慎。 贝恩分析Dealogic数据在报告中表示,第一季度全球收购交易额下降70%,至200亿美元,因已完成的大型交易减少。该报告分析了Dealogic的数据。同期软件公司估值下降约8%,而所有其他行业下降0.3%。 私募股权公司几年来一直难以以高于买入价的价格出售资产,并向投资者返还资本...

Bitcoin’s $235 Billion Crash Masks a Bigger Shift Across Crypto

Bloomberg 📅 06/08 23:56
The easiest way to understand crypto used to be to look at Bitcoin . When the world’s largest cryptocurrency rose, money flooded into startups, venture funds, exchanges and thousands of speculative tokens. When it crashed, businesses disappeared, funding dried up and activity slowed across the industry. Bitcoin wasn’t merely the biggest digital asset. It was the center of gravity for the entire cr...

Monday Sector Laggards: Advertising, Cigarettes & Tobacco Stocks

Nasdaq 📅 06/08 23:56

格隆汇6月8日|特朗普证实封锁行动仍在持续,预测平台Kalshi市场参与者认为,霍尔木兹海峡航运受阻局面延续至2027年的概率为66%。

格隆汇 📅 06/08 23:55
格隆汇6月8日|特朗普证实封锁行动仍在持续,预测平台Kalshi市场参与者认为,霍尔木兹海峡航运受阻局面延续至2027年的概率为66%。

Broker Darlings of the Dow: NVIDIA Ranks As a Top 15 Analyst Pick

Nasdaq 📅 06/08 23:54 NVDA.O
A study of analyst recommendations at the major brokerages shows that NVIDIA Corp (Symbol: NVDA) is the #2 broker pick, on average, out of the 30 stocks making up the Dow Jones Industrial Average, according to ETF Channel. NVIDIA Corp is also a top tier analyst pick among the b

Analyst Favorites: Vale Ranks As a Top Metals Pick

Nasdaq 📅 06/08 23:54
A study of analyst recommendations at the major brokerages shows that Vale SA (Symbol: VALE) is the #8 broker analyst pick, on average, out of the 50 stocks making up the Metals Channel Global Mining Titans Index, according to Metals Channel. The Metals Channel Global Mining Ti

AMD to Invest up to £2B to Accelerate AI Innovation and Research in UK - HPCwire

Google 📅 06/08 23:54 AMD.O
AMD to Invest up to £2B to Accelerate AI Innovation and Research in UK HPCwire

A 20-Year Real Estate “Super Cycle” Is Beginning: Rabil

Bloomberg 📅 06/08 23:54
Kayne Anderson CEO Al Rabil joins Bloomberg Open Interest to explain why he believes housing, medical offices, senior housing, and industrial real estate are entering a 20-year super cycle. He argues supply constraints, aging demographics, and AI-driven efficiencies will create powerful tailwinds, while operational expertise, not just capital, will separate winners from the competition. (Source: B...

AMETEK Moves Up In Analyst Rankings, Passing Avery Dennison

Nasdaq 📅 06/08 23:54
In a study of analyst recommendations at the major brokerages, for the underlying components of the S&P 500, AMETEK Inc (Symbol: AME) has taken over the #71 spot from Avery Dennison Corp (Symbol: AVY), according to ETF Channel. Below is a chart of AMETEK Inc versus Avery De

S&P 500 Analyst Moves: AME

Nasdaq 📅 06/08 23:54
The latest tally of analyst opinions from the major brokerage houses shows that among the components of the S&P 500 index, AMETEK is now the #71 analyst pick, moving up by 1 spot. This rank is formed by averaging the analyst opinions for each component from each bro

Hungary MPs back plan to cut their own salaries by 40 per cent

SCMP 📅 06/08 23:54
Hungarian lawmakers unanimously voted to slash their incomes and allowances on Monday, as Prime Minister Péter Magyar seeks to reduce administrative costs. Critics had previously accused Magyar’s predecessor, nationalist premier Viktor Orban, of providing high salaries in an attempt to placate opposition deputies. Magyar, whose party filled with political newcomers won the April 12 elections by a ...

CEO Sells $2.4 Million of NPK International Shares

Nasdaq 📅 06/08 23:54
Key PointsLanigan sold 167,375 shares directly on June 3, 2026, totaling ~$2.42 million based on a weighted average sale price of around $14.43 per share.

欧洲债市:德债和英债小幅走低 中东局势推升油价

新浪 📅 06/08 23:53
德国国债全线下跌,因市场继续关注中东和平前景,油价维持小幅上涨。 货币市场预计欧洲央行周四将加息25个基点,并且年内加息70个基点,与上周持平。 以色列与伊朗的冲突升级一度推动油气价格跃升,但涨幅在美国总统特朗普表示两国“正在寻求”立即停火后收窄。 英国国债全线下跌,交易员加大对英国央行加息的押注,目前预计英国央行年内加息48个基点,高于上周五预计的45个基点。 市场: 德国国债收益率涨2个基点,...

格隆汇6月8日|受关税政策提振美国本土产能影响,2026年美国钢材进口量下降30%。

格隆汇 📅 06/08 23:53
格隆汇6月8日|受关税政策提振美国本土产能影响,2026年美国钢材进口量下降30%。

Dow Analyst Moves: NVDA

Nasdaq 📅 06/08 23:53 NVDA.O
The latest tally of analyst opinions from the major brokerage houses shows that among the 30 stocks making up the Dow Jones Industrial Average, NVIDIA is the #2 analyst pick. NVIDIA is also a top tier analyst pick among the broader S&P 500 index components, claiming the #7

SpaceX在纳斯达克的IPO认购远超预期

同花顺 📅 06/08 23:52
SpaceX在纳斯达克的IPO认购远超预期。

AMD: Flirting With A Potential First Peak In The AI Multiboom (NASDAQ:AMD) - Seeking Alpha

Google 📅 06/08 23:52 AMD.O
undefined undefined/iStock via Getty Images Since my last Advanced Micro Devices, Inc. ( AMD ) analysis , the stock has gained 30% in price. I think it's fair to say that we are likely near the first peak in the AI multiboom. I decided to exit pure semiconductor names recently, citing overvaluation and speculation. That said, I maintained AI exposure and have applied trailing stops to AI value nam...

Carré携手可口可乐推出足球主题联名系列

新浪 📅 06/08 23:52
a.k.a. Brands旗下街头品牌Carré日前与 可口可乐 达成合作,共同推出独家足球主题联名系列。该系列将Carré的当代街头美学与可口可乐标志性的全球品牌传统相融合,致敬足球运动的历史性时刻。 联名系列的设计灵感源于足球与街头文化的交汇点,主打单品包括超大网眼球衣、做旧复古图案T恤和帽款,以及赛后运动套装。整个系列以现代手法致敬体育、时尚与文化融合的怀旧记忆,让人 联想 到帕萨迪纳玫瑰碗...
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