The recent buyout proposal for a major casino operator highlights the immense underlying value of real estate and digital assets in the gaming sector today.

A new survey of 3,000 Americans reveals which historic Main Streets people most want revived and why downtown preservation still matters.

Oracle Fuel-Cell Deal Ties AI Data Centers To Cleaner Power And Valuation simplywall.st

S&P 500 Movers | Winners: MGM, CDW, DDOG | Losers: FDX, CBOE, QCOM Trefis

存储厂商铠侠表示，超大规模数据中心正寻求签订涵盖2029年乃至更远期阶段的NAND合约。

Hewlett Packard Enterprise shares rallied nearly 29% in premarket trade on Tuesday, as investors cheered ‌the AI server maker pulling forward its long-term financial ‌targets by two years, buoyed by strong AI infrastructure demand. HPE, which competes with ​Dell Technologies and Super Micro Computer in enterprise servers, is seeing sustained demand as large enterprises bring forward purchases to avoid supply risks amid surging memory chip prices. Hyperscalers including Alphabet and Amazon ‌are set to spend ⁠more than $700 billion on AI infrastructure this year, likely boosting demand for HPE's server and networking ⁠products.

Along the way, she will stop at football stadiums and hubs that have been a part of her life.

当地时间6月2日，欧洲议会国际贸易委员会投票通过欧美贸易协议。当天，欧洲议会国际贸易委员会以31票赞成、6票反对、3票弃权的结果通过了欧盟-美国贸易协议的立法文本相关临时协议。6月16日，欧洲议会将就相关立法文本举行全体投票，随后交由欧盟理事会批准。（央视新闻）

国家发展改革委、国家能源局发布关于在云霄直流开展输电权市场化交易的通知，自2026年6月1日起，按照《云霄直流输电权市场化交易方案（暂行）》，以月度及以内交易起步，在云霄直流通道开展输电权市场化交易。工作过程中，要坚持“安全为锚、稳妥为要、公平公开、竞争有序”的原则。国家电网公司、南方电网公司要在保障云霄直流通道安全稳定运行的基础上，落实好优先发电规模计划要求，保障福建、广东电力安全可靠供应，稳妥做好输电权市场化交易与已有交易机制的衔接，为各类经营主体平等参与交易、高效使用通道提供稳定预期。要利用输电权市场化交易积极促进可再生能源市场化消纳，扩大跨省跨区绿电消费规模。

Emily Thornberry criticises Israel’s ‘staggering’ sense of impunity and rebukes Donald Trump for abandoning Gaza The UK government has let the Palestinian people down and failed to make it economically impossible for Israel to continue to act with impunity in the West Bank and Gaza, the Labour chair of the foreign affairs select committee, Emily Thornberry, has said. She accused her own government of lacking ambition and wringing its hands on the Palestinian crisis, and she also chastised Donald Trump for declaring a ceasefire in Gaza and then walking away, leaving Gazans to live in rubble. Continue reading...

英美烟草 小幅上调电子烟等新型替烟产品的营收增长预期，但表示今年全球传统卷烟行业整体销量或将低于此前预期。 该股伦敦早盘交易下跌3.2%。 公司称，尽管美国市场卷烟、雪茄、斗烟等可燃烟草产品营收与利润保持增长，但受行业竞争加剧冲击，本土市场份额出现下滑；同时中东及非洲区域业务推进进度不及预期。 这家拥有好彩、健牌卷烟品牌的企业最新预计，今年全球卷烟行业销量同比下滑约2.5%，此前指引降幅为2%左右。 与此同时，随着非可燃烟草市场营收提速，英美烟草上调电子烟、尼古丁口含烟等新型烟草品类业绩预期。 公司现预计旗下新型烟草板块全年营收增速达15%左右区间，此前预期仅为低位两位数。 加拿大皇家银行 资本市场分析师在研报中表示：“可燃烟草业务表现疲软，新型烟草品类则增长亮眼。” 英美烟草仍预计全年业绩增速落在其中期指引区间下限，营收增速 3%–5%，调整后营业利润增速 4%–6%。 责任编辑：何云

格隆汇6月2日｜据英国金融时报，黄金已超越美国政府债券，成为全球第一大储备资产。根据欧洲央行周二发布的一份报告，截至2025年底，黄金在全球央行储备资产中的占比达到27%，高于一年前的20%。同期，美国国债的占比从25%降至22%。欧元计价储备资产的占比保持不变，为15%。储备资产是央行用于支持本币汇率、履行国际支付义务以及在金融动荡时提供流动性支持的高流动性资产。其构成的这一变化，反映出许多国家正试图寻找美元——这一事实上的全球储备货币——的替代品。自2022年美国因俄乌冲突爆发而使用制裁手段冻结其美元储备以来，各国寻求替代方案的努力明显加快。欧洲央行行长拉加德在周二的报告中写道：“地缘政治紧张局势继续推动央行对黄金的强劲需求。”

Clear Harbor Asset Management LLC Sells 8,015 Shares of Qualcomm Incorporated $QCOM MarketBeat

Qualcomm QCOM Stock Alert: Is It Time To Invest? Mount Dukono (q8ndoQFnEs) Mshale

Key PointsJerome Powell's final day as Fed chair was May 15, with Trump's handpicked successor, Kevin Warsh, officially being sworn in on May 22.

Hello Group press release ( MOMO ): Q1 Non-GAAP EPADS of $0.30 beats by $0.07 . Revenue of $345.9M (-5.3% Y/Y) beats by $4.63M . Net revenues from overseas increased by 44.1% year over year to RMB597.4 million (US$86.6 million) in the first quarter of 2026. For Momo app, total paying users were 3.7 million for the first quarter of 2026, compared to 4.2 million for the same period last year, and 3.9 million from last quarter. Tantan had 0.6 million paying users for the first quarter of 2026 compared to 0.8 million from the year ago period and 0.6 million from last quarter. Net cash provided by operating activities in the first quarter of 2026 was RMB158.9 million (US$23.0 million), compared to RMB239.7 million in the first quarter of 2025. Business Outlook: For the second quarter of 2026, the Company expects total net revenues to be between RMB2.45 billion and RMB2.55 billion, representing a decrease of 6.5% to 2.7% year over year. More on Hello Group Hello Group: A Value Trap In Secular Decline Hello Group: Searing Overseas Growth Likely To Maintain 'Higher Lows' Trend Hello Group Inc. (MOMO) Q4 2025 Earnings Call Transcript Hello Group Q1 2026 Earnings Preview Hello Group outlines RMB 3B 2026 overseas revenue target as global expansion accelerates

Qualcomm QCOM Stock Analysis: A Look At The Latest Investment Moves & Growth Prospects Tunnel (m7dxjmtnhP) Mshale

NVIDIA (NVDA) CEO Highlights Supply Strategy Amid AI Demand at C GuruFocus

以色列议会2日凌晨一读通过了一项解散议会的法案。根据以色列立法程序，一项法案需经议会三次审议和表决通过才能成为法律。若上述法案最终通过，以色列或提前举行议会选举。(新华社)

中指研究院消息，根据中指数据，5月20城二手住宅成交14.1万套，环比下降9.0%，同比增长19.3%，同比增幅较上月扩大6.3个百分点，5月二手房市场保持较高活跃度，市场热度持续性强于往年同期。核心城市二手房市场行情延续，多数城市成交量同比增幅继续扩大。一线城市中，北京二手住宅、上海二手商品房分别成交1.6万、2.8万套，同比分别增长12.1%，30.9%，连续两个月创近五年同期新高。

全市场超3800股下跌 6月2日， A股三大指数集体上涨，截至收盘，沪指涨0.43%报4075点，深证成指涨1.63%，创业板指涨2.66%。全市场成交额2.81万亿元，较前一交易日缩量837亿元，超3800股下跌。 盘面上，MLCC板块爆发，风华高科、深圳华强等多股涨停；CPO概念走高，亨通光电涨停，新易盛涨近10%创新高；光纤概念走强，长飞光纤等多股涨停；通信线缆、玻璃基板、PCB及培育钻石等板块涨幅居前。另外，文娱消费、体育产业股重挫，舒华体育、粤传媒等多股跌停；影视院线板块下挫，百纳千成跌近8%；盲盒经济板块走低，元隆雅图跌停；水产饲料、有机硅及美容护理等板块跌幅居前。 具体来看： MLCC、元件板块爆发 ，达利凯普、深圳华强等多股涨停，商络电子、鹏鼎控股等多股跟涨。 消息面上，摩根士丹利对英伟达下一代Rubin机架进行了BOM拆解，MLCC方面，摩根士丹利估算VR200每机架MLCC内容价值约为4320美元，较GB300的约1530美元增长约182%。高盛分析师Nelson Armbrust指出，在当前的AI服务器物料清单成本构成中，MLCC已赫然上升为第三大成本项，仅次于GPU和存储芯片。 CPO概念板块上涨 ，亨通光电等多股涨停，新易盛涨近10%创新高。 消息面上，6月1日，新易盛在投资者关系活动记录表中表示，公司预计2027年第二季度至第四季度整体情况将逐步向好。尤为关键的是，其1.6T光模块产品订单相对于去年增幅很大，预计今年呈现逐季快速增长趋势，与800G共同成为今年交付的主力产品 人形机器人板块走俏 ，阿莱德等多股涨停，利和兴涨超15%，英力股份、宜安科技等多股跟涨。 消息面上，据上交所官网消息，6月1日，通用机器人公司宇树科技科创板IPO申请通过上交所上市审核委员会审议。另外，就在宇树科技成功过会当天，英伟达首席执行官黄仁勋英伟达宣布与宇树科技联手，推出新一代人形机器人参考设计H2+，也即Isaac GR00T系统，以加速全球人形机器人行业创新。 光纤概念板块强势 ，长飞光纤等多股涨停，光库科技、长盈通涨超14%，源杰科技、凯旺科技等多股跟涨。 申万宏源研报指出，电信集团级集采启动，从部分省采投标限价由2500元/皮长公里(对应裸纤单价80+)上调至2600来看，需求弹性短期内仍强于量价博弈。在无人机+A驱动价格暴涨、供不应求后当前时点来看，...

Ashi Sae Yang Abivax ( ABVX ) plunged in premarket trading on Tuesday despite announcing positive Phase 3 maintenance trial results for its ulcerative colitis drug, obefazimod. The medicine met its endpoints of demonstrating a clinically meaningful efficacy and a remission rate of about 40% for both doses tested but also showed that there were cancer cases among patients taking the higher dose. ″[The] cancer signal complicates matters,” a Jefferies analyst told CNBC . “Even if unrelated noise, we think the overhang will be real, especially considering absence of other value-inflecting data events over the next [year].” In the study cohort, there was one reported case each of prostate cancer, breast cancer, and colonic dysplasia, which the company said were unrelated to treatment. There were also four cases of skin cancer on the higher 50 mg dose, of which two were deemed not or unlikely related to the drug, and the other two had a medical history of skin cancer, Abivax ( ABVX ) said . The Jefferies analysts said that “a reasonable explanation” for the cancer cases was plausible, but “doesn’t seem like an easily dismissed overhang.” The stock was last trading down over 32%. More on Abivax Abivax: Obefazimod's Strategic Scarcity Drives Optionality (Maintaining Buy) Abivax: Going It Alone At A Premium (Rating Downgrade) Abivax: Maintaining 'Strong Buy' On Buyout Speculation And Obefazimod Advancement Abivax CEO suggests no urgency for deal-making ahead of key trial readout Abivax reports FY results

法国生物技术公司Abivax（股票代码：ABVX.PA）2日早盘股价重挫30%，成为欧洲斯托克600指数（STOXX 600）中跌幅最大的个股。此前，该公司公布了其实验性炎症性肠病药物奥贝法齐莫德（Obefazimod）的晚期临床试验数据，尽管该疗法显示出强劲的临床疗效，但试验中出现的癌症病例引发了市场对该药物安全性的高度担忧。 奥贝法齐莫德是一种用于治疗慢性溃疡性结肠炎的在研口服药物。在一项为期44周的维持治疗研究中，服用25毫克和50毫克剂量患者的临床缓解率分别达到50.8%和51.3%，而安慰剂组的缓解率仅为10.4%。数据显示，两种剂量均达到了试验的主要终点，经安慰剂校正后的缓解率分别为39.3%和40.3%，这也是迄今为止在同类大型研究项目中报告的最高疗效数据之一。 然而，在服用50毫克剂量的患者中，分别出现了一例前列腺癌、一例乳腺癌和一例结肠上皮内瘤变病例。尽管Abivax在周一发布的研究报告中强调，相关研究人员认为上述恶性肿瘤病例与药物治疗并无直接因果关系，但依然引发了资本市场的剧烈震荡。截至目前，Abivax公司尚未就此作出进一步评论。 市场分析人士对此普遍持谨慎态度。杰富瑞（Jefferies）分析师指出，无论最终成因如何，这些癌症病例都将对投资者情绪、公司的战略选择权以及未来的商业化推广蒙上阴影。Truist Securities的分析师同样认为，尽管该药的疗效令人印象深刻，但因果关系尚存争议的安全问题必然会导致股价短期内剧烈波动。 不过，也有部分业内专家持有不同观点。投行Laidlaw & Company高级董事总经理耶鲁·詹（Yale Jen）表示，从整体临床数据来看，该药物的研发成果堪称“极具突破性”，当前的股票抛售潮很可能是市场对安全性担忧的过度反应。 责任编辑：龙运翔

Fitch Ratings' Angelina Valavina discusses the outlook for the oil market, saying the firm's current assumption is for the Strait of Hormuz to reopen in July. She speaks on Bloomberg Television. (Source: Bloomberg)

The incoming chairman of Tokyo Electric Power Co. said he is open to forming alliances with companies outside of Japan as the nation’s largest utility seeks to restructure its operations and fund the massive cost of cleaning up the Fukushima nuclear disaster. “We would not rule out an alliance simply because it’s foreign,” said Keisuke Yokoo , who was nominated as Tepco’s next chair in April, with his formal appointment expected later this month at the annual shareholders’ meeting. His remarks to reporters on Tuesday come as the utility pushes ahead with a business plan unveiled in January, which includes a search for partnership proposals to secure investments and help turn its business around, as well as the sale of some assets. Since Tepco is a public utility, which supplies electricity to Japan’s most populous region, any potential partnership that involves restructuring the firm with a foreign entity could get more scrutiny from the government than an alliance with a domestic firm. Yokoo did not state a preference for domestic or non-Japanese partners. “What truly matters is what businesses Tepco should pursue in order to increase cash flow and achieve growth in the first place,” he said. “That’s the discussion I want to have with the execution side. If we conclude that an alliance is needed to achieve that direction, then we will proceed with one.” Read More: JPMorgan Selected as Adviser in Tepco’s Business Partner Search Yokoo, who spoke at a media conference in Tokyo, will join Tepco from the government-backed Japan Investment Corp. , where he is chief executive officer. His leadership will likely be tested on whether he can secure partners that can both enhance corporate value and help offset financial burdens such as the decommissioning of the Fukushima Dai-ichi Nuclear Power Plant, the facility that suffered a meltdown after the 2011 earthquake and tsunami. Tepco booked a ¥903 billion ($5.7 billion) charge last year for its decommissioning efforts at Fuku...

据路透社6月1日报道，相关文件显示，欧盟计划针对关键政府公共采购项目中的云计算服务出台严苛准入标准，此举或将把亚马逊、微软与谷歌三大美国科技企业排除在相关项目之外。据报道，该提案是欧盟委员会《云计算与人工智能发展法案》的组成内容。欧盟数字事务专员亨娜·维尔库宁将于6月3日正式公布该提案的内容及配套政策。据悉，该提案的核心目标是降低欧盟对美国科技产品的依赖并扶持本土企业发展。（央视新闻）

Key PointsThe upcoming SpaceX IPO could be the biggest ever, with a valuation of almost $2 trillion.

算力硬件大爆发，光模块、光通信、光芯片全线大涨，推动创业板、科创50指数强势拉升，6月1日，英伟达CEO黄仁勋宣布Vera Rubin全面量产，并首次推出专为Agent设计的Vera CPU，AI基础设施正式从训练时代迈向Agent时代。 6月2日，A股全天震荡上涨，沪指探底回升，午后进一步上涨，深成指、创业板走势较强，创业板午后一度大涨超3%，万得微盘股指数跌超2%。算力硬件爆发，光通信、光模块、光芯片等方向集体大涨。AIPC概念继续活跃，AI应用、零售等板块调整。 港股全天高开高走，恒指、恒科指双双走强，恒科指狂涨超4%，科网股普遍暴涨，腾讯涨超10%，美团大涨超9%，阿里巴巴涨超6%。债市方面，国债期货多数上涨。商品方面，国内商品期货多数品种走高，沪锡涨超5%，集运指数、碳酸锂跌幅居前。 A股 ：截至收盘，沪指涨0.43%，深成指涨1.63%，创业板指涨2.66%。 盘面上，个股跌多涨少，沪深京三市约3900股飘绿，今日成交2.81万亿。沪深两市成交额2.77万亿，较上一个交易日缩量近900亿。板块方面，算力硬件产业链爆发，CPO、光纤方向领涨，超硬材料、GPU、PCB、存储器题材活跃。AI PC概念股持续发酵，有色金属板块走强。AI应用、短剧游戏、风电、零售概念股走低。 港股 ：截至收盘，恒生指数收涨2.52%，恒生科技指数大涨4.72%。 科网股集体大涨，腾讯控股大涨逾10%，美团涨逾9%，蔚来涨逾8%，阿里巴巴、比亚迪股份、小鹏集团、京东集团等多股涨逾6%。 债市 ：国债期货多数走高，截至收盘，30年期主力合约持平，10年期主力合约涨0.06%，5年期主力合约涨0.04%，2年期主力合约涨0.01%。 商品 ：国内商品期货多数品种上涨，截至收盘，基本金属涨幅居前沪锡涨5.19%；贵金属多数上涨，钯金涨2.43%；能源品全部上涨，低硫燃料油涨2.15%；化工品多数上涨，沥青涨1.98%；黑色系多数上涨，不锈钢涨1.82%；农副产品多数上涨，苹果涨1.52%；油脂油料涨跌参半，棕榈油涨0.65%；航运期货跌幅居前，集运指数(欧线)跌4.88%；新能源材料全部下跌，碳酸锂跌3.91%；非金属建材全部下跌，玻璃跌1.14%。 恒生科技股集体猛拉，腾讯暴涨超10% 港股科技股集体猛拉，腾讯涨超10%、美团涨超9%、比亚迪股份、阿里巴巴涨超6%。 消息面上，腾讯AI...

当地时间6月2日，乌克兰武装部队总参谋部通报称，乌国防力量于1日夜间至2日凌晨，对俄罗斯境内多处重要目标实施打击。本次打击覆盖多处关键设施与军事装备，位于俄罗斯克拉斯诺达尔边疆区的伊利斯基炼油厂遭袭后起火，具体损失情况仍有待核实。此外，乌方还打击了俄方“铠甲-S1”弹炮合一防空系统、一艘军用舰船等目标。俄罗斯方面对此暂无回应。（央视新闻）