格隆汇6月3日｜京东推出JoyAI-Echo长音视频生成框架。据介绍，框架引入智能“导演助理”DirectorAgent，并内置了一个专门的记忆库，能在多镜头生成过程中，持续保存并调用角色的外观特征和说话人音色信息。

shaunl/iStock Unreleased via Getty Images Shares of Caterpillar ( CAT ) and Deere & Co. ( DE ) have climbed this week after the White House reduced tariffs on certain agricultural and industrial equipment, a move that investors viewed as potentially lowering costs across key manufacturing and farming sectors. Caterpillar ( CAT ) shares have gained about 5% over the past five trading sessions and are approaching their record high of $931.35 reached on May 7. Deere ( DE ) has advanced roughly 8.1% during the same period, although its shares remain about $90 below the all-time high set in February. With the continued buildout of AI data centers and supporting infrastructure, Caterpillar's ( CAT ) shares have risen about 170% in the past 12 months. The gains helped lift the broader industrials sector, while the materials sector also outperformed after the administration adjusted tariffs on metals and related products. Materials stocks have been supported by strength among steel producers following changes to duties on steel, aluminum and copper imports. For investors, the tariff revisions could provide relief for manufacturers that rely on imported components and metals, while potentially supporting demand for heavy machinery and farm equipment. The policy changes also signal a more targeted approach to trade restrictions, which could reduce uncertainty for industrial companies navigating global supply chains. President Donald Trump signed an executive order Monday lowering tariffs on agricultural equipment, including combines and harvesters, as well as heating, ventilation and air-conditioning systems, to 15% from 25%. The administration also expanded a category of industrial equipment eligible for a 15% tariff rate to include products such as bulldozers and forklifts imported from countries that maintain trade agreements with the United States. In addition, countries that source at least 85% of their steel or aluminum from metal that is melted and poured, or smelted a...

J Studios/DigitalVision via Getty Images Introduction The financial markets are currently reacting to Alphabet’s ( GOOG ) ( GOOGL ) massive announcement that it plans to raise $80 billion in equity offerings to fund its expanding artificial intelligence infrastructure. This capital raise includes a $10 billion private placement from Warren Buffett’s Berkshire Hathaway, split 50/50 between $5 billion in Class A common stock at $351.81 per share and $5 billion in Class C stock at $348.2 per share. When combined with a $30 billion underwritten public offering and a $40 billion at-the-market sale, the scale of that raised even bigger interest in already overheated technology and semiconductor sectors. I can’t say it came as a great surprise, as even on the Q1 earnings call , the company projected its total 2026 capital expenditures to land between $180 and $190 billion, with explicit guidance that 2027 spending will increase significantly compared to this year: Looking ahead, these strong results reinforce our conviction to invest the capital required to continue to capture the AI opportunity. As a result, we expect our 2027 CapEx to significantly increase compared to 2026. The $80 billion raised doesn’t mean the company plans to spend it all in one take tomorrow, or even this year, but investors love news like this and always react with incredible volatility. As a result, I decided to discuss which companies are going to benefit from Google’s spending and, in general, large CapEx from large enterprises this and the next year. The Market’s Rally As I already said, Wall Street is trigger-happy right now, especially about everything AI-related, so this piece of news has sent a wide range of data center infrastructure firms and semiconductor providers skyrocketing yesterday, and this positivity continues in the premarket as I’m writing this article. For example, Marvell ( MRVL ) was up by 31% on Tuesday, June 2nd, and is up another 13% today in the premarket on Wednesday. ...

utah778/iStock via Getty Images The following segment was excerpted from Virtus SGA Global Growth Fund Q1 2026 Commentary. Largest Contributors Arm Holdings ( ARM ) Arm Holdings was a top contributor to returns during the quarter. Shares responded positively following strong fiscal third quarter results, with revenue and royalty growth exceeding expectations, driven by accelerating data center adoption, and rising penetration of Arm’s CSS platform in smartphone, automotive, and infrastructure segments. Importantly, management reiterated confidence in sustaining approximately 20% royalty growth longer term, reinforcing the market’s confidence in Arm’s structural growth profile. While near term concerns around smartphone unit softness due to higher memory costs persisted, company commentary highlighted that Arm’s royalty economics are increasingly skewed toward high end devices, where royalties per unit are significantly higher, allowing royalty growth even in a declining unit environment. In parallel, investor focus sharpened on Arm's expanding role in AI, particularly as CPUs take on a critical coordination role in agentic workflows. Growing adoption by hyperscalers, including broader use of Arm CPUs for AI adjacent workloads, reinforced this narrative. These developments reinforced our thesis that Arm is becoming a foundational architecture not only for mobile computing but also for AI driven data center, edge, and embedded applications. With strong pricing power, highly recurring revenues, and expanding royalty rates as Arm captures more value across the compute stack, we continue to view the company as a high-quality, long-term compounder well-positioned to benefit from the proliferation of AI and power efficient computing. Taiwan Semiconductor Manufacturing ( TSM ) Taiwan Semiconductor Manufacturing Company (TSMC) was a top contributor to performance during the quarter as its central role in AI-driven semiconductor demand continued. The company delivered margins...

“上周还在营业，现在围挡都搭起来了。” 近日，有网友发帖称，艺人薛之谦创立的“上上谦火锅”（下简称上上谦），最后一家位于上海的门店已经关闭。有工作人员向消费者证实称，“这是上海最后一家门店，关了就是没有了。”其同时表示，其他城市短期内无重启计划。 △图片来源：小红书截图 目前，该门店大众点评显示该店状态为 “歇业关闭 ”，品牌官方微信公众号最新推文停留在4月30日。 小红书官方账号则于5月21日发布了最后一篇内容——关于“好运吉祥物暂停发售”的致歉说明，提醒消费者“不要白跑一趟”。次日（5月22日），账号在评论区补充回复：“明天我们歇业整顿，请大家不要跑空。” △图片来源：上上谦火锅官方小红书 红餐网尝试拨打电话联系“上上谦”，但提示“电话无法接通”。截至发稿，官方尚未就上海门店关闭一事作出回应。 回溯品牌历程，上上谦从2012年创立至今，已走过了14个年头。 最初，薛之谦和朋友李渊林一起在上海开了第一家“上上谦串串香火锅店”。那时，品牌很大程度上受益于薛之谦的个人影响力，生意一度非常红火。据公开报道，鼎盛时期，上上谦在全国开出了8家直营店和约20家加盟店，门店遍布上海、广州、杭州等一线和新一线城市。 △图片来源：小红书截图 但近年来， 门店数量持续收缩，薛之谦本人与上上谦也在逐渐解绑 。 2019年2月，他就退出了品牌关联公司“上海上谦餐饮管理有限公司”的股东行列，由父亲薛良园接手相关股权。同年11月，薛良园和李渊林共同成立了新的公司“上海弘和餐饮管理有限公司”，注册资本2000万元，两人分别持股60%和40%。 2021年，上海上谦餐饮管理有限公司”启动了注销备案，同年7月，薛良园也退出了“上海弘和”的股东名单。 到2023年12月，全国只剩下两家门店——广州正佳广场店和上海南京东路步行街店。2025年底广州店关闭后，上海南京东路店就成了全国唯一还在营业的门店。 而如今， 这家最后的门店也已悄然停业。 △图片来源：小红书截图 上上谦的悄然离场，只是明星跨界做餐饮这个浪潮中的一朵浪花。 明星下场做餐饮的例子并不少见，品类涵盖火锅、西餐、面馆、奶茶咖啡、烘焙等。 在运营方式上，有明星将自己的个人IP与门店深度绑定。例如在店名上与自己的名字关联，或者在店内设计、运营层面，运用大量个人IP元素。 也有明星将餐厅全权交由专业操盘手运营，并借助加盟快速扩张。这类品牌往往一开...

Klaus Vedfelt U.S. PMI Composite Index was revised to 51.5 from 51.7 in the initial May reading, according to data released by S&P Global on Wednesday. The print compared with April's final reading of 51.7. Employment fell at the quickest pace in six years, while confidence in the outlook was at a 13-month low, S&P Global said. "Cost pressures remained elevated, with inflation strengthening to the most pronounced in a year," the report added. Services PMI was 50.7 vs. the 50.9 flash reading and 51.0 in the prior month. Developing… Check back for updates. More on the US Economy Energy Shock Looms, But Q2 GDP Still Looks Surprisingly Strong War And New Tariff Threat Strengthen The Dollar U.S. private sector adds 122K jobs in May, roughly in line with consensus: ADP jobs report

bfk92/E+ via Getty Images Since Last Coverage The last time I wrote about DHT Holdings ( DHT ) was all the way back in November last year. As you can see from the image below, the returns have been great. 38.81% when accounting for the dividend as well, which is far above the S&P 500’s return during the same period. I’ve covered shipping companies for a while now, and this has been one of the top performing ones. I should have written an update earlier, but better late than never. This time though, it gets an upgrade to a Strong Buy. Previous Coverage (Seeking Alpha) Part of the reason for the surge has been dayrates surging as a result of the disruption caused by the Strait of Hormuz closing earlier this year. a fair assumption would be that spot rates are averaging 15% higher next year, somewhere around $52,900. This is not unreasonable, seeing as spot rates hit $48,700 in Q2 FY2025 and averaged $47,200 during FY2024 . At the time it seemed like a conservative but still reasonable assumption for the rates. I was proven wrong in the best way possible as the rates surged well past my earlier assumptions. In Q1 this year, DHT reported $91,700 for vessels on the spot market and $61,300 for vessels on time charters. This brought the average to $78,800 per day and has seriously raised the distribution potential for the company this year. The FWD yield, now sitting at 15.69%, makes this an incredibly attractive income play in the markets. Fleet Update - Now Operating At Much Higher Rates We also anticipate 1,025 spot days for the quarter, of which 88% have already been booked at an average rate of $168,300 per day. That’s where the guidance is sitting for the quarter. It represents a QoQ change of 83.5%. That so much of the fleet has already been booked is quite impressive as well. The fact we haven’t seen demand destruction even after rates going this high suggests that there might even be more upside or that these levels will continue for longer. Fleet Overview (Author...

现货黄金失守4430美元/盎司，日内跌1.28%。

Micron Technology (MU) bullish path targets $1400 FXStreet

格隆汇6月3日｜在长寿举行的第二届重庆绿色低碳环保产业推介会现场，15个重点项目集中签约，签约总金额近65亿元，涵盖固废资源化利用、绿色能源供给、再生资源循环、高端绿色制造、智慧市政建设、特色生态产业等多个领域。其中，AI+固废智能化全连续低温热解技术项目总投资5亿元，将在两江新区建设年处理14万吨混合废旧塑料的低温无氧热解样板工厂，通过自研核心技术将废塑料转化为高价值能源产品，实现无废水、废渣、二噁英排放。

This quantum computing stock set a new high-water mark last quarter.

Marvell Technology (NASDAQ:MRVL) shares continued their remarkable advance on Wednesday, rising another 13% in premarket trading after delivering a record-breaking 32. 5% gain in the previous session.

Advanced Micro Devices Inc Stock (AMD) Opened Up by 3.41% on Jun 3: Facts Behind the Movement TradingKey

Linen scarves, cotton aprons and dishtowels adorn the entrances to souvenir shops, many of which are run by Bangladeshis whose home country shares Portugal's rich tradition of textile manufacturing.

Centerbridge co-founder Jeff Aronson says private credit is not a systemic risk to the US economy, despite growing concerns about the sector. He also discusses how AI is reshaping investing, while arguing that it won't replace human judgement. Aronson reflects on his journey from lawyer to distressed debt investor and explains how he went on to launch Centerbridge in 2005. Aronson sits down with David Rubenstein for the premiere episode of Bloomberg Wealth Season 6. This interview was recorded April 21 in New York. (Source: Bloomberg)

据一位了解奥特曼行程、获匿名授权透露相关安排的知情人士消息，OpenAI 首席执行官萨姆・奥特曼将于周三到访华盛顿，分别会晤白宫高级官员与国会两党议员。 此番特朗普政府刚出台一份人工智能相关行政令，奥特曼便赶赴华盛顿。该政令搭建自愿参与机制，要求前沿人工智能模型在正式对外发布前，需经过政府为期 30 天的审查。此前白宫曾撤回这份行政令草案，美国总统特朗普已于周二签署修订后的版本。 据一位了解奥特曼行程、获匿名授权透露相关安排的知情人士消息，OpenAI 首席执行官萨姆・奥特曼将于周三到访华盛顿，分别会晤白宫高级官员与国会两党议员。 此番特朗普政府刚出台一份人工智能相关行政令，奥特曼便赶赴华盛顿。该政令搭建自愿参与机制，要求前沿人工智能模型在正式对外发布前，需经过政府为期 30 天的审查。此前白宫曾撤回这份行政令草案，美国总统特朗普已于周二签署修订后的版本。 责任编辑：江学思

Impax Asset Management, an investment management firm based in London, specializing in sustainable investing, released its first-quarter 2026 investor letter for its “Impax Global Environmental Markets Fund”. A copy of the letter is available to download here. The Fund stood resilient in the quarter by outperforming its primary benchmark, the MSCI ACWI index. The stock […]

Microsoft (MSFT) Slid Despite Top and Bottom-Line Beats Yahoo Finance

6月2日，据多家媒体报道，微信即将上线一个AI助手。用户在主界面右滑就能进入聊天窗口，输入指令即可调用微信里的数百万个小程序。 打车、订餐、买菜、订票……理论上，微信生态里任何一个长尾服务，都可以被一句话调起来。 这是微信十五年来，第一次把AI智能体放到与“消息”几乎平起平坐的位置。 过去一整年，这个产品是腾讯AI叙事里最大的悬念。外界都想知道，坐拥十四亿月活的微信，会不会让一个AI智能体跑进自己的聊天界面。 直到6月2日早上，这个答案才第一次开始浮现。 而就在不到三周前，2026年5月13日，腾讯股东大会上，有人问马化腾，腾讯的AI是不是落后了。 马化腾的回答后来被广泛引用。他说，一年前以为上了船，后来发现船漏了；现在感觉站上去了，还坐不下去，希望船速能再快一点。 说这话时，腾讯的AI助手元宝，在2026年春节10亿现金红包活动之后，月活也回落到了4000万出头。根据QuestMobile数据，这个规模与字节的豆包之间，差距约六倍。 按腾讯过去二十年的路径——后发，然后用产品体验和分发能力慢慢追上——这种局面本来不该出现。 但更让外界关注的，是它接下来的动作。 它没有继续加注元宝。今年4月，腾讯发布了几乎被重新构建的自研大模型混元3.0。主导者是腾讯从OpenAI请回的青年科学家姚顺雨，据公开报道，他直接向总裁刘炽平汇报。一个多月前的3月，腾讯撤销了成立整整十年的AI Lab，人员并入混元体系。 一家擅长应用的公司，在应用产品上节奏放缓之后，没有去追产品，反而回头去修一个用户根本看不见的底层模型。 5月13日的那番坦诚表态，与6月2日浮现的微信AI助手，中间这二十天里发生的事，几乎是腾讯过去一年多AI战略的全部缩影。 补地基、想清楚要打哪场仗、然后开始试探最难的那一关。 AI第一阶段，腾讯找节奏 腾讯几乎从来不是第一个掌握底层技术的公司。 QQ不是中国第一个即时通讯软件，微信不是第一个移动社交产品，游戏业务里相当一部分是代理。它真正擅长的，是另一件事。 等一项新技术、一个新场景慢慢长出形状，然后用流量、关系链和股权投资三件套，把它收进自己的生态。 2015年春节的微信红包，是这套打法最干净的一次演示。当时移动支付几乎是支付宝的天下，腾讯没有发明任何新技术，只是用一个红包功能，借社交关系链把微信支付带到了更多用户面前。 腾讯的应用驱动思维，在马化腾很早期的判断里就写...

As billions of dollars leave Bitcoin and Ether funds, money is flowing into a corner of crypto that promises something investors have long struggled to find in digital assets: a clearer path from economic activity to token value. The strongest sign is the HYPE token linked to the booming crypto exchange Hyperliquid. While Bitcoin, Ether and smaller altcoins have stumbled in this year’s market downdraft, HYPE has climbed to records. The token reached an all-time high of $75.50 on Monday and has risen about 180% this year, lifting its market value above $16 billion and pushing it into the top 10 digital assets by market capitalization, according to CoinGecko data. The move stands out in a market otherwise marked by fading risk appetite. US Bitcoin and Ether exchange-traded funds have posted net outflows of about $3.4 billion and $674 million, respectively, since May. By contrast, two newly listed funds from Bitwise Asset Management and 21Shares, tracking HYPE, have gathered about $180 million in assets within three weeks of launch. The inflows are modest compared with the rush that greeted spot Bitcoin ETFs. But they stand out at a time when money is leaving many of crypto’s largest investment products, suggesting investors are becoming more selective about where they want exposure. Rather than buying the asset class as a broad macro trade, they are backing tokens linked to specific trading platforms, revenue streams and operating performance. “The institutional era for crypto has resulted in more disciplined capital allocation decisions and a focus on fundamentals,” said Zach Pandl , head of research at Grayscale Investments , which debuted a Hyperliquid ETF on Wednesday. “The success of the HYPE token ultimately depends on the fee revenue of the platform, just like any other financial technology.” For most of its history, crypto traded as a single story. Bitcoin was digital gold. Ether was a wager on blockchain adoption. Smaller tokens were higher-risk versions of a...

Bernstein took a negative view on the packaged food sector with downgrades on Campbell's ( CPB ), Conagra Brands ( CAG ), General Mills ( GIS ), and Kraft Heinz ( KHC ) to Underperform from Market Perform. The firm also shifted its rating on Simply Good Foods ( SMPL ) to Market Perform from Outperform. Analyst Alexia Howard noted that within the broad sector, those traditional packaged food companies are more heavily exposed to headwinds, including sustained inflation in oil prices, SNAP benefit reductions, health, and wellness trends driven by GLP-1 drugs and the MAHA agenda, and a strained consumer environment and social risks. "We don't see it getting easier anytime soon. Top lines continue to face pressure; the MAHA agenda, SNAP program reductions, and increasingly vulnerable low-income consumers with low geopolitical tensions continue to prop up oil and (hence fertilizer, freight, agricultural, and packaging) commodity prices. New litigation risks out of San Francisco also present a new headwind," wrote Howard. More on the food sector The Campbell's Company: Dividend Is Solid, Growth Is Not Kraft Heinz: Undervalued And Fighting For Market Share General Mills: Strong Dividend, Tough Questions Consumer staples short interest skewed toward packaged foods; Freshpet tops list These 10 mid-cap U.S. stocks carry the market's most attractive valuations

Maravai LifeSciences ( MRVI ) announced on Wednesday that its subsidiaries signed a new credit agreement including a $150M term loan facility and a $30M revolving credit facility. The company used the new loan and about $98.5M in cash to repay debt under its previous credit agreement due in October 2027. The refinancing cuts the company's long-term debt to $150M from about $242.9M and extends the maturity to June 2032, while keeping additional liquidity available for future growth. Source: Press Release More on Maravai LifeSciences Holdings Maravai LifeSciences: Better Earnings Drive Gains That Ought To Be Sustainable Maravai LifeSciences Holdings, Inc. (MRVI) Q1 2026 Earnings Call Transcript Maravai LifeSciences Holdings, Inc. 2026 Q1 - Results - Earnings Call Presentation Maravai LifeSciences Holdings GAAP EPS of -$0.02 beats by $0.07, revenue of $65.8M beats by $12.8M Maravai LifeSciences Holdings Q1 2026 Earnings Preview