现货白银日内跌幅达6.0%，报69.41美元/盎司。

Broadcom (NASDAQ: AVGO) stock closed down 12.6% yesterday, despite squeaking past analyst forecasts for Q2 2026 earnings. Shares of the specialty semiconductor maker continued to slide in Friday morning trading, and are down 4.2% through 9:45 a.m. ET. But does Broadcom stock deserve to get sold off so hard after an earnings beat ? Image source: Getty Images. Continue reading

继叮咚买菜牵手美团后，朴朴超市也成为了资本竞逐的目标。 近日，网传信息显示，朴朴超市正寻求出售，由于阿里、美团、京东三大互联网巨头争相出价，其估值从20亿美元（约合人民币135亿元）一路上涨至50亿美元（约合人民币339亿元）。 虽然针对上述传闻，京东、美团均予以否认，但据《晚点LatePost》报道，朴朴超市确实已引得巨头争抢，“（并购）谈判很长一段时间里，只有阿里一个买家，但其他平台在后期参与，抬高了价格，这让阿里和朴朴的谈判暂时没有明显进展。” 考虑到公司已回正现金流，朴朴超市称得上是生鲜电商赛道少有的优质资产。不过，对于互联网巨头而言，并购生鲜电商企业的核心战略目的并非获取短期利润，而是提升旗下即时零售业务的竞争力。 由于迟迟未能实现全国化扩张，朴朴超市的区域化特征十分明显。对于潜在收购方来说，朴朴超市既有价值，也有隐忧。 错失IPO窗口 与大部分生鲜电商企业相同，朴朴超市也成立于移动互联网爆发之初的2016年。不过朴朴超市的成长路径与同类企业截然不同。 彼时，在资本的助推下，盒马、每日优鲜、叮咚买菜等生鲜电商企业纷纷进行全国化发展。朴朴超市虽然也完成了数轮融资，但并未贸然开启规模化扩张，而是偏安华南市场。 事实证明，朴朴超市的选择颇有见地。由于前置仓运营成本高企，迟迟难以回正现金流，随着资本态度趋冷，过去几年，诸多高举高打的生鲜电商企业已轰然倒塌。 反观朴朴超市已成功打通商业闭环。据《商业观察家》报道，2024年，朴朴超市首次实现年度盈利，营收约300亿元，毛利率22.5%。 有鉴于每日优鲜、叮咚买菜等连年亏损的企业都已成功登陆资本市场，回正现金流后，朴朴超市也开始谋求冲击IPO。2025年5月，“华尔街见闻·信风”爆料称，朴朴超市正接触投行，计划赴港上市。 不过需要注意的是，朴朴超市已错失最佳的上市窗口期。为登陆国际资本市场，朴朴超市已搭好红筹架构。然而，近年来，为防范无序资本外流、筑牢数据主权，证监会对上市公司红筹架构的监管日趋严苛。 作为一家主营业务和控制权均在国内的生鲜电商企业，朴朴超市并无长期保留红筹架构的必要，很难快速推开资本市场的大门。 有鉴于拆除红筹架构耗时较长，并且IPO存在较大的不确定性，将朴朴超市出售给互联网巨头，对于公司的股东来说，无疑是更加现实的选择。 估值为何高达50亿美元？ 由于即时零售业务极度烧钱，卖身巨头，已成为生鲜电商企...

Key PointsCorning was founded in 1851 and has since manufactured glass for some of the world's most important products.

Meta (NASDAQ: META) is facing a heated debate among investors as AI spending climbs and Wall Street questions the payoff. But the company's core advertising business is still showing powerful signs of strength, with AI already improving targeting, engagement, ad impressions, and

Imagine a future where you can skip the gridlock of traffic below and soar high above the city as you're whisked away to your destination in the blink of an eye. This could be coming to a city near you in the next few years thanks to electric vertical takeoff and landing (eVTOL) aircraft, which could forever change urban transportation as we know it. Joby Aviation (NYSE: JOBY) and Archer Aviation (NYSE: ACHR) are two companies leading the way , making progress on key Federal Aviation Administration (FAA) certifications and laying the groundwork for the future of flying taxis, with massive upside potential. According to a 2021 report by Morgan Stanley, the total addressable market for urban air mobility could reach a staggering $9 trillion by 2050. If you're looking to capitalize on this growth, here are the key things you should know about buying Joby and Archer Aviation right now. Continue reading

Ferrari last won race at Mexican GP in 2024 Scuderia’s car should suit narrow streets of Monte Carlo Lewis Hamilton was circumspect about Ferrari’s chances in the buildup to the Monaco Grand Prix but, on paper at least, this weekend is perhaps his best shot at a first victory for the Scuderia to end their win drought that stretches back to the Mexican GP of 2024. Mercedes have dominated the season thus far, with Kimi Antonelli leading the championship by 43 points from his teammate George Russell, but the strengths of their car will be somewhat negated on the slow corners of the twisting street circuit in Monte Carlo, which should suit Ferrari’s SF26. Continue reading...

数字资产在艰难的一周后继续遭受重创，以太币跌至逾一年来的最低水平。全球第二大加密货币以太币周五一度下跌逾10%，至1593美元，为2025年4月以来最低水平。比特币一度下跌4.9%，跌至略高于60,438美元的水平。随后两者均收复部分失地。规模较小的加密货币表现更差，其中所谓的隐私币尤其遭到重创。在有关潜在安全漏洞的消息传出后，Zcash在24小时内暴跌逾50%，创2021年5月以来最大跌幅，而Monero一度下跌17%。 此次下跌延续了比特币自8月以来最长的连跌走势，始于Strategy Inc.周一宣布自2022年以来首次出售少量比特币。与此同时，与加密货币市场相关的美国交易所交易基金持续遭遇资金流出，加之加密货币与屡创新高的科技股走势脱钩，进一步削弱了投资者信心。

加拿大航空培训及模拟技术领军企业CAE公司周五宣布，已获得监管机构批准，续订其常规股份回购计划。根据该计划，CAE将在未来12个月内回购并注销最多约1607万股普通股，占公司截至2026年5月29日已发行流通股总数约3.2146亿股的5%。 此次回购计划将于2026年6月10日正式启动，持续至2027年6月9日。CAE表示，该计划是其资本配置战略的重要组成部分，董事会认为回购股份符合公司最佳利益，是提升股东价值的 理想 资金运用方式。 根据多伦多证券交易所规则，基于CAE过去六个月日均交易量94.4万股的25%计算，公司在任何交易日内最多可回购约23.6万股。此外，CAE每周还可进行一次大宗交易，购买量可超过每日限额。 为保障回购计划在静默期内顺利执行，CAE已与道明证券签订自动回购协议。该协议允许指定经纪人在公司因监管限制或内部静默期通常无法交易期间，代表CAE进行股份回购。 在上一期回购计划中，CAE共回购约56.5万股普通股，成交量加权平均价格为每股35.44加元，总耗资约2000万加元。 CAE是全球航空培训领域的领导者，业务涵盖民用航空、国防安全以及医疗培训等多个领域。根据回购计划，所有购回的股份将被注销。 责任编辑：张俊 SF065

2 Off-Price Retail Titans: Which Stock Has More Upside in 2025?G-III Apparel Group (NASDAQ:GIII) reported first-quarter fiscal 2027 results that exceeded its own expectations, as stronger gross margins and growth in its go-forward brand portfolio helped offset the planned loss of

Two teenagers have been found guilty of the murder on a beach in Ayrshire last year.

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

Brand Engagement Network周五宣布，已完成对HighTide Energy旗下Accelevate Solutions的100万美元战略投资，获得该公司约10%的股权。这家企业级对话式人工智能提供商同时获得了投资者额外的100万美元股权资本承诺，以支持其后续扩张计划。 根据公告，Brand Engagement Network通过此次投资获得了可将持股比例提升至约20%的认股权证，并计划在未来六个月内行使该权证。为支持这一计划，公司已通过证券购买协议从投资者处获得100万美元股权资本承诺，将以每股17.82美元的价格购买公司普通股，该价格较2026年5月29日收盘市价溢价超过20%。资金将以每月分期付款方式持续至2026年11月到账。 Accelevate Solutions专注于为北美、拉丁美洲及非洲的商业运输运营商开发人工智能驱动的车队决策智能平台，涵盖运营、采购及车队规模优化等核心功能。通过此次合作，双方将整合对话式人工智能与车队智能领域的互补能力，在上述三大市场加速部署新一代运营解决方案。Accelevate的平台服务于这些市场的商业车队运营商，将有助于扩大Brand Engagement Network在快速增长中的运输技术领域的影响力。 Brand Engagement Network首席执行官Tyler Luck表示，公司已完成初始投资，获得了支持增持所有权权益的资金，并围绕商业化战略实现了双方组织的协同对齐。他强调，此次合作展示了人工智能应如何被部署——不是作为一项独立技术，而是作为现实世界运营效率和客户互动的驱动因素。通过将智能和互动带到更接近司机和消费者的地方，双方正在构建人、资产和数据之间更无缝的交互能力。 Brand Engagement Network总部位于特拉华州威尔明顿，其核心技术依托自主研发的Engagement Language Model，在安全的闭环环境中使用经批准的组织数据以及内置的治理和合规控制。Accelevate作为HighTide Energy旗下的一个业务部门运营，致力于帮助运输运营商在降低运营成本的同时实现营收增长。 责任编辑：张俊 SF065

Key PointsiShares U.S. Aerospace & Defense ETF offers a lower expense ratio of 0.38% compared to the 0.58% charged by Invesco Aerospace & Defense ETF

Investing.com --Investment bank Berenberg has downgraded cybersecurity leader CrowdStrike Holdings, Inc from Buy to Hold, arguing that the company's stock price already reflects much of its future growth potential despite strong business fundamentals.

BlackRock Global Fixed Income CIO Rick Rieder says the US economy is tricky right now, comparing it to a three-month-old birthday cake where the icing tastes great but underneath isn't so good. Speaking with Matt Miller on "Bloomberg Open Interest," Rieder says AI will change the ecosystem and the Federal Reserve should pull back a bit to evaluate. (Source: Bloomberg)

US Employment Data Boosts Market Sentiment Amid Chip Stock Decli GuruFocus

Apple (AAPL) Prepares Major Siri Update Ahead of Developers Conf GuruFocus

Nvidia (NVDA) and Microsoft (MSFT) Upgraded Amid AI Optimism GuruFocus

Microsoft (MSFT) Faces CMA Investigation into Market Practices GuruFocus

Companies in The News Are: CMCO,LULU,AMD,LRCX

6月5日晚， 美股三大指数开盘后集体走低，截至21：45， 道琼斯指数跌0.17%，标普500指数跌0.74%，纳斯达克综合指数跌1.25%。 今晚盘前，美国最新就业数据出炉，5月美国非农就业人数增加17.2万人，预估为增加8.8万。数据发布后，黄金白银短线跳水。交易员加深了美联储进一步收紧货币政策的预期。 具体板块来看，美股芯片股全线下挫，费城半导体指数跌超5%，ARM跌超8%，迈威尔科技跌超7%，英特尔跌近6%，英伟达跌超2%，存储概念普跌，西部数据跌超7%，闪迪、美光科技跌超6%，希捷科技跌超5%。 光通信概念股集体下跌，Coherent跌超5%，诺基亚跌超7%，康宁跌超6%， Lumentum跌超2%， 热门中概股普跌，纳斯达克中国金龙指数跌超1.68%，百度集团、 阿特斯 太阳能 跌超6%，文远知行跌超5%，阿里巴巴、网易跌超1%。 今晚公布的美国就业数据显示，5月非农就业人数增加17.2万人，预估为增加8.8万，前值为增加11.5万。美国4月失业率为4.3%，连续第二个月持稳；预期4.3%，前值4.3%。据上海证券报，美国利率期货显示，就业数据公布后，12月加息概率升至63%，而数据公布前该概率为48%。交易员预计美联储将到明年1月底前加息，此前预期到明年3月底前。 大宗商品方面，黄金白银跳水，现货黄金跌超1%报4410.55美元/盎司；现货白银价格跌近4%。油价同样短线走低，美油跌超1%，布油跌超0.7%。 加密货币主要币种跳水，比特币跌至62000美元附近，过去24小时，全市场超24万人爆仓。 责任编辑：宋雅芳

A link to the highway that cuts travel times from hours to just minutes, and a symbol of a flow of investment that has provided unprecedented access to high-speed internet in this remote region. (Image credit: Ng Han Guan)

波士顿医疗技术公司Haemonetics周五宣布，将对其财务报告分部结构进行调整，由原来的三个分部整合为两个，以更好地反映公司管理业务和分配资源的方式。 根据公告，原有的血浆和血液中心两个独立分部将合并为一个新分部，命名为“单采”；原有的医院分部则更名为“医疗外科”。公司表示，新的分部名称更准确地反映了底层业务、所服务的技术和市场。Haemonetics将继续在财报材料中提供补充收入披露，其中单采分部将包含血浆及其他业务的补充信息，医疗外科分部则继续涵盖血液管理技术和介入技术两项业务。 此次调整正值公司业务组合持续优化之际。Haemonetics此前已通过一系列战略举措重塑业务版图：2025年1月剥离了全血产品线，2026年1月斥资1亿欧元收购爱尔兰血管闭合技术公司Vivasure Medical，以强化在结构性心脏病领域的产品布局。 公司将从2027财年第一季度起按新分部结构进行报告。为便于对比，公司已在投资者关系网站上发布了补充演示材料，内容包括2024、2025及2026财年各季度历史收入的重述数据，以及此前发布的2027财年收入指引的重述版本。 Haemonetics特别说明，对历史财务数据及指引的重述，仅用于使历史披露与指引披露与新的可报告分部结构保持一致，并不构成对此前发布的2027财年指引的重申或更新。相关更新将在公司2027财年第一季度业绩电话会议上另行提供。 回顾2026财年，Haemonetics在首席执行官Chris Simon的领导下完成了长期转型计划。公司全年实现调整后每股收益4.96美元，调整后毛利率扩大280个基点至60.3%，自由现金流达2.1亿美元。Simon表示，公司现已转型为一家业务更聚焦、投资组合质量更高、利润率更强、现金流更优的企业。 责任编辑：张俊 SF065

Trane Technologies董事会周五宣布，已批准向普通股股东派发每股1.05美元的季度现金股息。按此计算，年化股息为每股4.20美元。该股息将于2026年9月30日支付，股权登记日为9月4日。 Trane Technologies是一家全球气候创新企业，旗下拥有Trane和Thermo King两大战略品牌，致力于为建筑、住宅和交通领域提供高效可持续的气候解决方案。公司业务主要分为设备销售以及服务和备件销售，截至2025年底在全球拥有38个生产基地。从地域分布看，美洲市场贡献了80.6%的营收，欧洲、中东和非洲地区占13.1%，亚太地区占6.3%。 自2020年3月以来，Trane Technologies已累计将季度股息提高了超过98%。公司自1919年以来持续派发连续的季度现金股息，而年度股息的派发历史更可追溯至1910年，至今已逾百年。 当前TTM股息收益率为0.90%至0.93%，派息率约为28.71%，处于健康水平。公司的除息日为2026年6月5日，意味着在此日期前持有股票的投资者将有资格获得此次股息。 责任编辑：张俊 SF065

Electric toothbrushes promise healthier teeth and gums and can transform your oral hygiene. We put 29 models to the test • How to make your toothbrush last longer If you grew up using a conventional toothbrush – essentially a stick with bristles on the end – you may be surprised to learn just how long the electric toothbrush has been around. The first was designed in the late 1930s, but that model was a long way from the sleek, feature-packed and Bluetooth-enabled beasts you can buy today. There are now dozens of ultra-advanced versions on the market, but which ones are worth your cash? To help answer that question, my teeth have become figurative guinea pigs. Over the past 18 months, I’ve put 29 electric toothbrushes from the likes of Oral-B, Philips, Suri, Ordo, Silk’n and Foreo through their paces to separate the best from the rest. Here are my conclusions. Best electric toothbrush overall: Laifen Wave Pro Best budget electric toothbrush: Odonta PowerPlus Continue reading...

Any US military attack on Cuba would most likely take place this summer, according to a Chinese defence technology company closely tracking US military movements around the island. The assessment by Jingan Technology, a civilian start-up founded in 2021 in Hangzhou, Zhejiang province, said that if the US were to use force against Cuba, it would most likely take the form of a rapid “decapitation and paralysis” operation aimed at regime change, rather than a large-scale invasion. The company uses...

China is ramping up its bets on space-based artificial intelligence computing with the launch of a state-backed research institute in Beijing, accelerating a frontier tech race with the US just as Elon Musk’s SpaceX eyes a record-shattering US$75 billion market debut to fund its own orbital AI ambitions. The establishment of the Beijing Space Intelligent Computing Research Institute marks a major step in the superpowers’ AI rivalry, which is increasingly extending beyond Earth as terrestrial AI...

The decision not to test all men and only screen the most at risk, including black men, is fact-based. Yet it’s been called ‘two-tier’ – and labelled as misandry If the country seems to be slipping away from reason and trust in science, blame usually falls on modern phenomena such as social media and its fantastical influencers. Or on the US health secretary Robert F Kennedy Jr’s bizarre anti-vaccine, anti-fluoride, anti-evidence lunacy. But campaigns against the UK national screening committee’s decision to limit prostate cancer testing have been run by British bastions of the sort laying claim to “common sense”. They include two Tory ex-prime ministers, David Cameron and Rishi Sunak (who see themselves as sensibles, unlike Boris Johnson and Liz Truss), joined by their Tory/ Reform media, especially the Mail and the Telegraph, plus a host of distinguished campaigners such as Stephen Fry, fount of QI knowledge. The national screening committee (NSC) has for a long time resisted a call for universal testing of all men for prostate cancer, though it kills 12,000 men a year in the UK. I was on the committee in the 1990s, and it was besieged by demands for screening for prostate cancer and numerous other conditions. These were often refused for unreasonable cost, but this decision is about harm to men, not about money. Polly Toynbee is a Guardian columnist Continue reading...