在 AMD 公布超预期的第一季度财报及强劲的第二季度指引后， 高盛 、伯恩斯坦及交银国际等多家机构近期纷纷上调其评级与目标价，核心逻辑均指向Agentic AI驱动的CPU需求正成为公司新的增长引擎。 AMD第一季度财报显示，公司营收达102.5亿美元，每股收益1.37美元，分别超出华尔街预期的99亿美元和1.28美元。更令市场振奋的是，公司对第二季度的营收指引高达112亿美元，远高于市场预期的105亿美元。交银国际在研报中指出，此次业绩最大亮点在于管理层将2030年服务器CPU总潜在市场目标从18%的复合年增长率翻倍上调至35%以上，直指1200亿美元。 高盛分析师将AMD评级上调至“买入”，目标价从240美元大幅上调至450美元。其核心逻辑在于，Agentic AI正成为服务器CPU市场的“中期顺风”，AMD将是企业端采用浪潮中的“超额受益者”。伯恩斯坦同样将AMD评级上调至“跑赢大盘”，目标价由265美元上调至525美元，认为管理层对市场规模的预测正变得越来越具有可信度。 这一轮评级上调的背景，是业界对AI算力架构认知的根本转变。华泰证券在近期报告中指出，Agentic AI时代下，CPU在AI基建中的重要性显著增强，GPU/CPU配置比正从此前的4：1或8：1向1：1演进。AMD管理层在财报电话会议上明确表示，过去CPU和GPU的配比基本上是1：4或者1：8的头节点配置，现在这个比例正在向1：1靠拢。 从业务表现看，AMD数据中心业务第一季度营收达57.8亿美元，同比增长57%，在账面上持续超越 英特尔 。管理层预计随着第六代EPYC CPU Venice于下半年上线，数据中心CPU收入或在2026年下半年同比上升超过70%。与此同时，Instinct GPU系列正处于出货爬坡期，下半年MI450将进入大规模放量阶段，CPU与GPU双引擎正在协同放大公司的成长空间。 汇丰研究则在乐观中保持审慎，将AMD目标价从340美元上调至380美元，维持“持有”评级，认为2026年下半年因供应链产能限制，盈利仍存在一定下行风险。 责任编辑：张俊 SF065

Octave Intelligence plc press release ( OCTV ): Q1 GAAP EPS of $0.18. Revenue of $386.5M (+1.0% Y/Y). More on Octave Intelligence plc Protean Funds makes portfolio changes with additions and exits Historical earnings data for Octave Intelligence plc Financial information for Octave Intelligence plc

In between beef tallow fries, raw milk, and vaccine denialism, Make America Healthy Again figureheads have set their sights on another slice of life: our clothing. "The MAHA movement doesn't stop with what we EAT - It's also about what we WEAR," Secretary of Agriculture Brooke Rollins said in a post on X in late May. "For decades, America offshored textile jobs and allowed foreign synthetic, plastic-based materials to take over the clothing market." Rollins went on Fox News to promote a new Department of Agriculture campaign dubbed "the Great American Cotton Plan," an initiative that promises subsidies for American cotton farmers, revitaliz … Read the full story at The Verge.

达拉斯——先进电池技术解决方案提供商Solidion Technology周五宣布，其持有的太空领域电池专利已超过30项，其中包含一项行业领先的、已获专利保护的锂金属阳极技术，该技术被视为解锁超高能量密度锂金属电池大规模商业化的关键。 这套拥有30多项专利保护的锂金属阳极平台，攻克了此前阻碍锂金属电池大规模应用的三项技术难题：电解质与锂金属之间的持续反应、可能穿透隔膜造成内部短路和热失控的锂枝晶，以及锂金属层与固态电解质之间损害电池性能的巨大间隙。 此技术进一步巩固了Solidion在为快速扩张的太空和月球经济提供动力方面的领导地位。公司的锂电池赋能平台将为卫星、近地轨道AI数据中心、载人航天器以及未来的月球基础设施提供可靠、高性能的储能方案。 值得注意的是，此项技术突破发布之际，正逢太空概念股因SpaceX即将进行的IPO而备受市场追捧。受此消息提振，Solidion股价在周四盘中一度飙升超过400%，多次触发熔断，成为华尔街当日最热门的个股之一。截至周五收盘，公司市值约为3900万美元，股价报5.04美元，较52周低点2.94美元仍高出约71%。 除了面向太空的应用，Solidion的平台同样适用于电动汽车、无人机、机器人以及AI数据中心的不间断电源系统。公司总部位于达拉斯，在俄亥俄州代顿设有试点生产基地，持有超过385项专利，涵盖硅阳极、生物质基石墨、锂硫及锂金属等电池创新技术。 责任编辑：张俊 SF065

Hoddinott Hall, Cardiff Works about infatuation and deep feeling were fitting choices with which the Ryan Bancroft bid a celebratory farewell to the BBC National Orchestra of Wales Back in 2018, Ryan Bancroft jumped in as a last-minute replacement for a BBC National Orchestra of Wales tour. By September 2020, the US-born musician was principal conductor. In his six-year tenure, he has always been a vibrant and quietly forceful presence on the podium, amply demonstrated in this, his last Cardiff concert in the role. He opened with Stravinsky’s Song of the Nightingale, the symphonic poem fashioned from music originally an opera and ultimately a ballet choreographed by Balanchine. Hans Christian Andersen’s story, set in imperial China, allowed Stravinsky to conjure exotic sounds, including gong and celeste. But it’s the poignancy of the emperor’s fate, symbolised by his infatuation first with a real nightingale – made suitably enchanting by Matthew Featherstone’s flute – who is then usurped in his affection by a mere mechanical version, that colours the score. Continue reading...

世界贸易组织5日发布报告说，尽管受到中东冲突持续的不利影响，2026年全球货物贸易仍保持韧性，与人工智能相关的电子元件需求上升是主要利好因素之一。 世贸组织发布的本年度最新一期《货物贸易晴雨表》显示，全球货物贸易景气指数当前为101.7，较1月份的102.3略有下降，表明货物贸易增长可能开始放缓。 根据全球货物贸易景气指数的编制规则，数值100为基准点，如果指数大于100，表示全球货物贸易增长高于预期水平，反之则表示增长低于预期水平。 报告说，货物贸易驱动因素显示，与人工智能相关的电子元件需求激增，或在一定程度上抵消了中东冲突带来的负面影响。 世贸组织在今年3月发布全球贸易展望报告中预计，2026年全球货物贸易增速为1.9%，相比2025年增速下滑较大。若原油和液化天然气价格持续走高，2026年全球货物贸易增速将降低0.5个百分点至1.4%。(新华社)

Mkango Resources press release ( MKA:CA ): Q1 total sales of $51.6K. The company recorded a net income of $87.7K for the quarter. Cash and cash equivalents decreased during the period, ending at $1.21M as of March 31, 2026 . The company experienced a negative cash flow from operating activities of $1.59M. The company reported a total working capital deficit of $10.04M, with total current assets at $1.67M and total current liabilities at $11.70M . More on Mkango Resources Mkango Resources Ltd. reports FY results Mkango secures £10M fundraise; trading to resume post halt Historical earnings data for Mkango Resources Financial information for Mkango Resources

Cai Qi, the fifth-ranked member in the Communist Party’s hierarchy, has been picked to head the Central Party School, the top training ground for cadres. Cai, 70, sits on the elite Politburo Standing Committee and is secretary of the party’s secretariat as well as director of the party’s general office. Responsible for daily operations of the party’s nerve centre, Cai is often referred to as President Xi Jinping’s chief of staff. His new post at the party school means that he will also oversee...

The S&P 500 Index ($SPX ) (SPY ) today is down -0.90%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.85%. June E-mini S&P futures (ESM26 ) are down -1.07%, and June E-mini Nasdaq futures...

格隆汇6月5日｜美元指数拉升，金银价格跳水。现货黄金跳水跌2.48%至4364.39美元/盎司，创3月26日以来新低；现货白银跳水跌超6%报69.38美元/盎司，创3月31日以来新低。美元指数拉升涨0.29%报99.741，创4月7日以来新高。 消息面上，美国5月非农高于预期，市场定价美联储进一步收紧货币政策。美国利率期货数据显示，美联储12月加息的概率从之前的48%上升至63%。 机构分析师Anstey评美国非农：这无疑将彻底推翻美联储未来几个月降息的任何理由。如果沃什在本月的政策会议上开始主张降息，那他看起来就会显得格格不入。

It’s big news as the buzz gets louder surrounding the most publicized IPO in years. CNBC reporter Robert Frank reported on June 5 that SpaceX’s IPO is set to price next Friday, June 12, at $135 per share. The deal would potentially lift Tesla (NASDAQ:TSLA) CEO Elon Musk’s net worth past $1 trillion, crowning him ... SpaceX’s IPO is Set to Make Elon Musk a Trillionaire. Here’s 4 Key Figures That Will Become Billionaires.

你最近为 AI 工具花过多少钱？ 可能是一个转写会员，一张录音时长卡，一个大模型订阅，或者某个能帮你整理会议纪要的工具。 AI 进入职场后，很多变化还没落到公司流程里，却已经先出现在个人账单上。 AI 耳机的走红，恰好撞上了这笔外溢出来的效率支出。 抛开遥远的入口想象，AI耳机更容易被用户理解的地方，落在职业人每天都要处理的声音任务里：听不懂、记不全、说不清。 这些需求不性感，但足够贴近日常。 AI 耳机借用原本就存在的佩戴习惯，把 AI 放到声音发生的现场，也因此露出了一个更容易被验证的购买理由。 这也把问题推向下一层：当这些基础能力慢慢变成标配，AI耳机接下来更值得看的，是它能不能顺着一段声音，走进后面那串更长的工作。 01 想象退潮后，留下的是可验证的声音能力 当所有硬件都在试图重塑交互入口，AI耳机的热闹，已经不需要靠概念来撑场。 2025 年第一季度，全球 TWS 耳机出货量达到 7800 万台，同比增长 18%；同一时期，洛图科技监测到国内主流电商平台 AI耳机销量达到 38.2 万副，同比增长 960.4%，销量规模已经超过 2024 年全年。传统音频品牌、手机厂商、翻译设备公司甚至互联网大厂，都在赶着往耳朵里塞 AI。 但拨开热闹的表象，真正 值得看的变化反而更克制。 AI耳机没有变成发布会里那个无所不能的耳边超级助理。它最先跑通的能力，反而高度集中在翻译、转写、降噪这几个具体任务上。 这不是偶然。 耳机能在通话和会议发生时立刻介入，放到真实工作里，AI耳机最先接住的，其实是三类声音麻烦： 先要跨越的， 是“听懂”的语言时差。 实时翻译是耳机天然适合切入的场景。时空壶、讯飞等品牌长期瞄准国际会议、商务谈判和外贸展会。Timekettle 在 W4 Pro 的产品介绍里，也已经把场景延伸到电话、音视频和线上会议，翻译结果还能进一步生成会议摘要与回看记录。这些产品押注的，不是“翻译”技术本身有多新，而是跨语言沟通里那些细小但致命的损耗。听不懂会漏掉需求，慢半拍会断掉节奏。把翻译拽到耳朵边，本质上是在抢回沟通现场的时间差。 图源：Timekettle 紧接着被接住的， 是“记下”的会后苦工。 访谈转写、会议纪要、待办提取，构成了一天中最繁琐的声音任务。viaim 这类产品的定位很清楚：直接面对会议和电话，把录音转成文本，再生成摘要和待办。它的核心变化，不是...

Live cattle futures were in rally mode on Thursday with gains of $2.55 to $4.80. Limits are expanded to $12.75 for today following the limit gains in feeders for Thursday. Open interest suggested a rotation of ownership, up just 86 contracts. Cash trade has crept up to $256-257 the week,...

Lean hog futures posted 30 to 70 cent losses on Thursday. Open interest dropped 672 contracts. USDA’s national base hog price was reported at $95.66 on Thursday PM, up $1.30 from the day prior. The CME Lean Hog Index was up 60 cents on June 2 at $92.25. Export Sales...

Corn prices are down another 1 to 2 cents so far on Friday morning after a week of losses. Futures continued their death spiral liquidation from the last few weeks, with contracts down another 5 to 8 1/4 cents at the close. Preliminary open interest was up 7,393 contracts on...

Cotton price action is down 35 to 55 points. Futures closed the Thursday session with most contracts 136 to 216 points lower on the day. The US dollar index was down $0.080 at $99.425. Crude Oil Crude oil losses of $3.11 added some pressure. USDA’s Export Sales report from Thursday...

Wheat is trading higher on Friday AM trade, with the three exchanges posting gains. The wheat complex extended the weakness on Thursday, with losses across the three markets. Chicago SRW futures fell 5 1/2 to 7 1/2 cents on Thursday. Open interest was down 1,699 contracts, mainly in the July...

Soybeans are relatively steady on Friday AM Trade after the Thursday collapse, with contracts fractionally mixed. Futures fell 20 to 27 cents across most contracts on Thursday, as product values added some pressure. Long liquidation was noted with preliminary open interest was down 12,475 contracts. The cmdtyView national average Cash...

据港交所文件：FJD Inc.向港交所提交上市申请书。

京東豪租香港灣仔3萬尺商鋪 開設線下首店 hstong.com

The stock market has been a wild ride in 2026, but when it comes to investing, I am not searching for stocks that will be up in a week. Instead, I am constantly looking for stocks that can compound over years. As such, in today's video I will go through 3 stocks that I believe could in fact double over the course of the next few years. One of those stocks is one I have recently doubled my position in and that is ServiceNow (NYSE: NOW) . Watch this short video to learn more, consider subscribing to the channel, and check out the special offer in the link below. Continue reading

Jeff Bezos said Blue Origin has a path to resume launches this year after last month’s New Glenn explosion, a positive development for AST SpaceMobile, Amazon and supplier Karman.

Key PointsVanguard Russell 1000 Growth ETF focuses on large-cap technology leaders like NVIDIA and Apple, while Vanguard Small-Cap Growth ETF targets a broader set of small-cap companies

Planet Labs (NYSE: PL) stock is getting hit with a big pullback following the company's recent quarterly report. The space-tech specialist's share price was down 18.7% as of 10 a.m. ET. The S&P 500 was down 1% at the same point in the daily session, and the Nasdaq Composite was down 2.1%. Planet Labs published its first-quarter results after the market closed yesterday and actually posted sales and earnings that topped Wall Street's forecasts, but space tech stocks are now seeing some bearish reversal on the heels of big gains this year. Investors are also broadly adopting risk-off positioning in response to concerns that the Federal Reserve could raise interest rates this year. Image source: Getty Images. Continue reading

格隆汇6月5日丨据彭博调查显示，5月份欧佩克原油产量下降至数十年来的最低水平，因为美国对伊朗的封锁以及波斯湾地区的动荡持续抑制了生产。欧佩克石油日产量在5月份下降了122万桶（伊朗占了一半），降至每日1633万桶，为至少37年来最低水平。该数据未包含阿联酋，后者上个月后退出了欧佩克。调查显示，伊朗的石油日产量上月骤降至234万桶，创下五年来最低水平，降幅达71万桶。美国中央司令部仍在执行对进出伊朗港口所有海上交通的封锁。