格隆汇6月2日｜港股科网股全线爆发，恒生科技指数涨超%报5165.38点。个股中，美团、腾讯涨超8%，比亚迪股份涨超6%，哔哩哔哩、蔚来、阿里巴巴涨超5%，中芯国际、京东、联想集团、腾讯音乐、快手、金蝶国际涨超4%，比亚迪电子、小鹏集团、阿里健康涨超3%，小米、百度涨超2%。

undefined The contribution of high value-added industries such as biomedicine to China’s total economic inputs dropped in May, with declines in labor and technology inputs, a Caixin index shows. The Caixin BBD New Economy Index (NEI) came in at 32.4, down 0.1 points from the previous month . That indicates new economy industries accounted for 32.4% of China’s overall economic inputs. China New Economy Gauge Slips Source: Caixin Insight Group Caixin BBD New Economy Index 25 30 35 May 32.4 The NEI uses big data to track the size of China’s new economy industries. It measures labor, capital and technology inputs in 10 emerging industries relative to those used in all industries.

European fintech firm Twinco Capital has raised a total of €165 million ($190 million) in a series B equity round and a securitization fund. The €15 million series B round was led by Dutch entrepreneurial development bank FMO and also involved Bankinter SA plus existing shareholders Quona Capital and Working Capital Fund, Twinco said in a statement Tuesday. The €150 million securitization fund was led by Banco Santander SA and will be dedicated to purchase order finance. Twinco says it finances suppliers early in the production cycle, before traditional invoice finance or supply-chain finance becomes available. “Global supply chains depend on suppliers having access to liquidity long before goods are delivered and invoices are issued,” Twinco co-founder and Chief Executive Officer Sandra Nolasco said in the statement. Twinco offers a “technology and risk platform capable of financing and managing performance risk from the moment purchase order is issued,” she said. The series B round will support Twinco’s international expansion and investment, including in artificial intelligence, added co-founder and Chief Operating Officer Carmen Marin.

据同花顺iFinD数据，沪深京三市成交额超2万亿元，较上日此时缩量1297亿元，预计全天成交金额约2.7万亿元。截至目前，沪市成交额9058亿元，深市成交额10801亿元，北证50成交额144亿元。

半导体板块震荡走高，裕太微20cm涨停，源杰科技、江丰电子、杰华特涨幅居前。

primeimages/E+ via Getty Images Bloom Energy ( BE ), a supplier to Oracle ( ORCL ) that’s seen its stock price double in the past two months, doesn’t see a need to sell shares to meet surging demand from data centers, its chief executive officer told Bloomberg. The company makes fuel cells that generate electricity from natural gas through a chemical reaction, rather than burning the fuel. Bloom can recover the cost of building a new factory in six months through sales, making it unnecessary to raise capital, KR Sridhar said in an interview on Monday. “If there is a need, obviously, we will go and raise money, but there is no reason to just go raise money for us right now,” Sridhar said. San Jose, California-based Bloom estimates it needs to spend about $100M to $150M for production of one gigawatt of fuel cells, which is equivalent to a traditional nuclear reactor. Bloom recently struck a deal with Oracle to supply as much as 2.8 gigawatts of fuel-cell power for the software company’s data centers. Sridhar said his firm’s modular power units can be used to scale up a data center more quickly with fewer emissions compared to gas turbines, as per the report. The company’s shares have risen by more than 200% since the start of the year on the back of investor enthusiasm over potential demand for its technology to power data centers. More on Bloom Energy Bloom Energy: Spare Capacity May Lead To Surging EPS Growth Bloom Energy: The Hype Has Gone Too Far Bloom Energy: The Business Can Survive The Cycle, The Valuation May Not Biggest stock movers Thursday: Quantum computing stocks, DE, WMT, and more Bloom Energy surges on agreement with Nebius worth up to $2.6B in fees

Investor Gary Black of The Future Fund LLC thinks that the upcoming SpaceX IPO could be behind the recent decline in Tesla Inc.‘s (NASDAQ:TSLA) stock price. SpaceX IPO Causing TSLA Decline? Sharing a screenshot of a post by influencer Sawyer Merritt on Monday, the investor weighed in on SpaceX’s amended S-1 filings. The screenshot showed a part of Merritt’s post, which said that SpaceX would issue “a significant amount” of equity for future acquisitions or transactions. Read Also: SpaceX IPO Cou

Why Did TSLA Stock Fall Overnight? Gary Black Says SpaceX Might Be The Culprit - Tesla (NASDAQ:TSLA) Benzinga

She kicks off a new reality series with husband Jamie. Plus: Strictly’s Amy Dowden makes shocking discoveries about her family. Here’s what to watch this evening 9pm, ITV1 After Rebekah’s wild Wagatha Christie case and Jamie’s bittersweet departure from Leicester, the Vardys are on a mission to bolster their brand as they invite cameras inside their move to Italy. Yes, Rebekah speaks out on losing her libel case: “Never ever will I apologise for something I didn’t do.” But then they’re going about their business like most couples: “He’s like my rock … and just like any rock, you occasionally get the urge to pick it up and throw it through the window.” Hollie Richardson Continue reading...

Enterprises across the Asia-Pacific region are investing heavily in artificial intelligence with limited evaluation of its effectiveness, driven largely by fears of being left behind, according to a survey released on Tuesday. Some 37 per cent of organisations in the region admitted to investing aggressively in AI with little assessment of outcomes – nearly double the global average of 20 per cent – according to the report by market consultancy International Data Corporation, commissioned by...

江西铜业触及涨停，成交额33.33亿元。

格隆汇6月2日丨据36氪，高通(QCOM.US)总裁兼CEO安蒙于COMPUTEX 2026（台北国际电脑展）发布开幕主题演讲。安蒙强调，智能体正成为AI词元（token）需求的核心来源，推动AI规模化落地，并将定义AI架构与经济模式。未来的智能体将能够主动代替用户运行计算，任务自动分配，充分利用全场景算力。

中芯國際(00981)出現大手賣出16.35萬股，成交價$83.15，涉資1.36千萬 AASTOCKS.com

A long-awaited change in U.S. federal marijuana law occurred in late April, when the Drug Enforcement Administation rescheduled marijuana from its high-risk Schedule I to a Schedule III designation, which is for drugs with accepted medical use and low potential for dependence. The move was initially seen as a historic change for the drug and the industry that's grown up around it. However, the impact thus far has been relatively muted. Nevertheless, the reform will make a difference to certain cannabis companies . Let's look at how it might -- or, more appropriately, might not -- affect one of Canada's top marijuana companies, Canopy Growth (NASDAQ: CGC) . Image source: Getty Images. Continue reading

格隆汇6月2日｜华福证券研报指出，蜂助手虚拟商品运营筑基，云终端与物联网两翼齐飞。公司深耕虚拟商品综合运营十余年，聚合、融合、分发三位一体，以通用流量运营为绝对主体。2025年数字商品运营收入达18.80亿元，贡献营收约90%，现金流属性突出，为新兴业务扩张提供坚实财务支撑。物联网流量运营及解决方案为翼，连接+场景双轮驱动第二曲线。云终端技术及云服务卡位算力入口，定增募资夯实"云-边-端"底座；定增夯实算力底座，战略聚焦算力中心、物联网终端升级及SoC芯片研发。采用可比公司估值法，2026年可比公司平均PE为82.57倍，当前公司2026年PE为60.14倍，首次覆盖给予"买入"评级。

本期，我们将目光投向一门百亿规模的甜生意——糖水。 从街边传统老铺到新中式社交空间，这个来自岭南地区的传统甜品，如今成为餐饮行业内的“下一个高增长红利区”。 但繁荣之下，糖水这个品类的真实情况也远比看上去更复杂。大量门店集中于广东一省，全国化突围路径狭窄；头部品牌影响力仍较小，品类于北方市场认知度仍较低，诸多问题摆在眼前。未来，糖水行业终将告别野蛮生长，迈入精细化、品牌化、全球化的发展新阶段。能穿越周期的品牌，必然是深耕产品本质、筑牢差异化壁垒、精准把握市场趋势的玩家。 五年翻三倍，糖水市场“杀疯了” 糖水市场正经历一场爆发式增长。 餐里眼大数据显示，糖水品类市场规模从2022年的242亿元，一路狂飙至2025年的621亿元，2026年预计直接冲破780亿大关。 这增速，放在整个餐饮大盘里是相当炸裂的存在。 这背后，是玩家的“疯狂进场”。天眼查数据显示，近五年新增糖水相关企业超 9000家 ，占行业总量的56.7%。特别是2025年，新增企业直接飙升至 3800+家 ，截至2026年5月，全国存续企业已达 1.6万余家 。 糖水这门生意，天生带着鲜明的“地域基因”，但如今的格局早已突破岭南边界。广东凭一己之力独占近三成市场，作为发源地，深厚的糖水文化底蕴让其在门店数量和消费频次上遥遥领先。 但真正的看点在第二梯队。浙江、江苏门店数占比分别达到了9%、8.5%，依托强劲消费力与高线城市氛围，主打“创新新中式糖水”快速起量。 从城市分布来看，新中式糖水高度集中于中高线城市。新一线城市以29%的占比成为绝对核心主力，二线城市占23%，一线城市占11%。这些区域消费能力强，消费者偏爱颜值高、款式新颖、主打健康国风的新式糖水，堂食休闲和社交打卡场景成熟，客单价和盈利水平普遍更高。 值得注意的是，下沉市场整体份额仅37%。其中三线城市占比18%，四线城市占13%稳步发展，五线及以下仅6%市场渗透率偏低。下沉赛道，将成为糖水行业未来拓店与业绩增长的核心突破口。 行业整体呈现小品牌扎堆、规模化连锁稀缺的格局。 目前，糖水行业有三股势力主导竞争： 一是糖水新势力品牌 ，其中麦记牛奶公司以1000+家门店成为年度扩张冠军；赵记传承凭借非遗姜撞奶工艺，以及广式创新糖水突围，门店超650家；宫小燕定位中高端女性养生市场，主打鲜炖燕窝与女性滋养热饮。 二是老牌甜品玩家 ，满记甜品约有250多...

当地时间6月1日，马尔代夫总统穆伊兹在新闻发布会上宣布，政府决定限制16岁以下青少年访问某些社交媒体平台，该规定将在一年内全面实施。马尔代夫政府表示，此举旨在保障儿童福祉和社区安全。目前，马尔代夫政府对针对青少年的网络诱骗、网络霸凌等内容的传播十分担忧。（央视新闻）

美国国防部官员宣布，五角大楼新闻办公室已改为保密区域，禁止媒体记者进入。此举引起了媒体界的关注和讨论。此前，五角大楼新闻办公室是开放区域，媒体记者可以在没有国防部人员陪同的情况下进出，五角大楼新闻官员也会在该处举行吹风会。现在，由于国防部长赫格塞思的讲话稿撰写人需要在新闻办公室写稿，而“他们经常接触保密材料”并且使用军方保密互联网，因而新闻办公室成为“敏感”区域，禁止媒体记者进入。（新华社）

港股恒生科技指数涨幅进一步扩大至4%，科网股全面爆发，腾讯控股、美团-W涨超8%，阿里巴巴-W涨超5%，哔哩哔哩-W涨超4%。

格隆汇6月2日｜据俄罗斯卫星通讯社，俄罗斯自然资源部部长亚历山大·科兹洛夫在圣彼得堡国际经济论坛前夕接受采访时表示，俄罗斯黄金、白银的储量年增长率超过开采量。他说：“我们每年可完全确保金银储量的再生产水平超过开采量。”他补充说，根据专家评估，2025年黄金开采量初步预计为480-485吨，白银为2600-2800吨。2026年黄金开采量预计为480-500吨，白银为2800-3000吨。圣彼得堡国际经济论坛将于6月3-6日举行。

ASUS today announced its latest AI infrastructure solutions showcase at Computex 2026, delivering end-to-end AI factory capabilities in collaboration with ecosystem leaders including NVIDIA, Intel® and AMD. Spanning rack-scale AI factories and POD architectures to ultrafast content memory storage solutions and enterprise-ready agentic AI applications, ASUS provides enterprise with a complete foundation for the entire AI lifecycle — from infrastructure design and deployment to large-scale token g

韩国TvN电视台周二宣布，英伟达CEO黄仁勋将在即将到来的首尔之行中亮相韩国热门综艺节目《You Quiz on the Block》。 据业内人士透露，这将是黄仁勋首次亮相韩国综艺节目。他预计将于本周访问韩国，与各大企业集团负责人会面，并就人工智能和机器人技术展开讨论。 《You Quiz on the Block》是韩国收视率最高的脱口秀节目之一，由人气喜剧演员刘在石主持。 微软 联合创始人比尔·盖茨去年8月访韩时就曾作客这档节目。 TvN的运营商CJ ENM表示，黄仁勋将与刘在石探讨这位英伟达CEO的人生历程，以及他对人工智能和社会未来的看法。 黄仁勋出场的这期节目预计将于本月晚些时候播出。 责任编辑：于健 SF069

baileystock New registrations of Tesla ( TSLA ) vehicles increased across several European markets in May, extending the recovery in the EV maker's regional sales. Tesla registrations, ‌a proxy for sales, increased year over year by 655% to 5,446 vehicles in France and 29% in Norway, to 3,345 vehicles, figures from Norwegian compiler OFV and French car body PFA showed on Monday, as per Reuters . Growth came also from ​smaller markets with a 136% rise from last year to 1,750 vehicles in Denmark, 113% ​to 1,690 vehicles in Spain, 349% to 1,463 vehicles in Portugal and 71% to 858 ⁠vehicles in Sweden, data from bilstatistik.dk, ANFAC, ACAP and Mobility Sweden showed, the report said. Tesla's ( TSLA ) sales in Italy fell by 23.5% ​from last year to 654 vehicles but rose more than 15% in the first five months ​of the year from 2025. Registrations of electrified vehicles in Europe rose about 21% in April from the prior year, making up more than two-thirds of total registrations, driven by policy support, subsidies and higher fuel costs pushing ​buyers toward lower-emission cars, data from European auto lobby ACEA showed. More on Tesla Houston, We Have A Problem: SpaceX, Tesla, And The xAI Bailout Nobody Voted On Tesla's Major Growth Engine Just Took A Hit Tesla's Own Auditors Say The Growth Narrative Is Currently 'Not Probable' Tesla facing consumer lawsuit in China over FSD claims: report Tesla snaps six straight sessions of gains

baileystock New registrations of Tesla ( TSLA ) vehicles increased across several European markets in May, extending the recovery in the EV maker's regional sales. Tesla registrations, ‌a proxy for sales, increased year over year by 655% to 5,446 vehicles in France and 29% in Norway, to 3,345 vehicles, figures from Norwegian compiler OFV and French car body PFA showed on Monday, as per Reuters . Growth came also from ​smaller markets with a 136% rise from last year to 1,750 vehicles in Denmark, 113% ​to 1,690 vehicles in Spain, 349% to 1,463 vehicles in Portugal and 71% to 858 ⁠vehicles in Sweden, data from bilstatistik.dk, ANFAC, ACAP and Mobility Sweden showed, the report said. Tesla's ( TSLA ) sales in Italy fell by 23.5% ​from last year to 654 vehicles but rose more than 15% in the first five months ​of the year from 2025. Registrations of electrified vehicles in Europe rose about 21% in April from the prior year, making up more than two-thirds of total registrations, driven by policy support, subsidies and higher fuel costs pushing ​buyers toward lower-emission cars, data from European auto lobby ACEA showed. More on Tesla Houston, We Have A Problem: SpaceX, Tesla, And The xAI Bailout Nobody Voted On Tesla's Major Growth Engine Just Took A Hit Tesla's Own Auditors Say The Growth Narrative Is Currently 'Not Probable' Tesla facing consumer lawsuit in China over FSD claims: report Tesla snaps six straight sessions of gains

6月2日，通用磨坊公司（纽约证券交易所代码：GIS）正式宣布，已与包含柠季在内的投资者集团达成最终协议，将其在中国内地的哈根达斯门店业务整体授权给这一集团。 作为交易的受让方，柠季将获得通用磨坊的独家许可，在中国内地的冰淇淋门店及礼品业务中独家使用哈根达斯品牌 ；通用磨坊则继续拥有并运营哈根达斯在中国的零售和餐饮业务。该交易预计在2026年日历年内完成交割，尚需获得必要的监管批准并满足其他惯例条件，财务条款未予披露。 也就是说，哈根达斯的母公司通用磨坊，把旗下“哈根达斯”品牌在中国内地的两项业务（冰淇淋门店、礼品业务）的独家使用权，授权给了另一家公司柠季。但通用磨坊自己仍然保留了该品牌在中国内地的另外两项业务（零售、餐饮）的经营权。 具体如下： 授权给柠季的业务（柠季可以独家使用哈根达斯品牌）： 冰淇淋门店：比如哈根达斯的专卖店、甜品店、冰淇淋柜台等线下实体店。 礼品业务：比如做成礼盒、礼篮形式的哈根达斯冰淇淋产品。 通用磨坊自己保留的业务（不授权给柠季）： 零售业务：指通过超市、便利店、电商平台等渠道销售的盒装、杯装哈根达斯冰淇淋。 餐饮业务：指供应给餐厅、酒店、电影院等场所的哈根达斯产品（比如作为餐后甜品）。 这意味着柠季获得了哈根达斯在中国内地的线下门店的运营权，以及未来继续 开店 的权利。 哈根达斯品牌于1961年在美国创立，1996年在上海开设首店，是最早进入中国的高端冰淇淋品牌之一，占据了国内购物中心、高端商圈的大量黄金铺位。 根据欧睿国际的数据，以2025年餐饮交易额计算，哈根达斯在中国冰淇淋有限服务餐厅品牌中排名第三，仅次于野人先生和DQ。 柠季2021年创立于长沙，凭借柠檬茶这一细分品类迅速成长，并在一年内完成两轮融资，投资方包括 字节 跳动、顺为资本和腾讯。 壹览商业 数据显示，截至2026年5月28日，柠季已在国内218座城市开出1985家门店，近10个月净增长率达到13.17%。 从规模看，柠季虽势头不错，但与头部茶饮品牌仍有明显差距。同期蜜雪冰城在国内的门店数已超过3.7万家， 古茗 、沪上阿姨也已破万；即使在同一柠檬茶赛道上，LINLEE林里也拥有1880家门店，与柠季几乎并驾齐驱。 随着行业门店数量增加，合适的优质点位日益稀缺，茶饮品牌普遍面临同质化竞争和坪效增长放缓的压力。 而哈根达斯的门店点位具有相当高的稀缺价值，这些门店多位于核心...

Russian air attacks on major Ukrainian cities such as Kyiv, Dnipro and Kharkiv killed at least nine and wounded more than 60 early on Tuesday, authorities said, following days of warnings that Moscow was planning a major assault. Russia has targeted Ukraine’s power supply and infrastructure while Ukraine has stepped up attacks this year on Russian ‌oil facilities in a war now more than four years old, sometimes causing casualties, but both deny targeting civilians. Five people were killed and 25...

AI行业，正在诞生新的超级IPO。 6月1日，据多家媒体报道，Anthropic已正式向美国SEC秘密递交IPO申请文件。 就在3天前，这家公司刚刚完成650亿美元H轮融资，投后估值达到9650亿美元（约6.9万亿元人民币）。这一数字，首次超过OpenAI。 Anthropic也因此成为全球估值最高的AI公司。如果IPO顺利推进，它可能成为近几年全球规模最大的科技IPO之一。 而更夸张的是：这家公司成立仅5年，创始团队只有7个人，7人全部来自OpenAI。 按当前估值计算，7位联合创始人的身家同样惊人。但由于实际持股比例较低（普遍在1%以下），不同机构的测算口径有所不同。 彭博社援引内部股权结构估算，每人持股约0.83%，身家约为80亿美元（约570亿元人民币），7人合计约560亿美元（3800亿元）。 单日制造7位亿万富豪，这在彭博亿万富豪指数创立以来，是单家公司创下的最高纪录。 而Anthropic最疯狂的地方，可能还不是估值。而是：它正在让整个AI行业第一次真正看到——AI，已经开始接管高薪劳动市场。 9650亿美元，接近"国家级公司" 很多人对9650亿美元没有概念。换一种方式，Anthropic当前估值已经超过：AMD、英特尔、Uber、Salesforce、高通，接近整个德国DAX指数部分科技公司的总和。而Anthropic成立时间仅5年。 更恐怖的是增长速度。2025年9月，Anthropic估值还只有1830亿美元，而现在9650亿美元，8个月暴涨约5倍。如果把时间再拉长，2024年初Anthropic估值仅约60亿美元，一年多时间增长超过150倍。这可能是全球大型科技公司历史上最快的估值增长纪录之一。 平均下来，Anthropic每天理论新增估值约20亿美元，相当于每天涨出一家独角兽。 资本市场为什么敢给出如此疯狂的价格？答案只有一个：收入。 Anthropic融资历程（2021-2026）；数据来源：Crunchbase / 《财经》杂志 27个月收入暴涨5400倍 真正撑起9650亿美元估值的，不是概念，而是Anthropic近乎失控的收入增长。 据CEO Dario Amodei披露，Anthropic自获得第一笔收入以来，几乎每年增长约10倍。 公开数据显示：2022年ARR约1000万美元，2023年ARR约1亿美元，2024年底ARR约...

近日，宗馥莉的KELLYONE在停摆近一年之后，以果汁汽水的方式、一瓶3块钱的售价悄悄回来了。没有发布会，没有代言人，没有铺天盖地的小红书投流……而这，本身就说明了问题。 停摆两个字 近日，一款叫果然啵啵的混合果汁碳酸饮料，悄然出现在江浙沪的叮咚买菜、小象超市和街角便利店货架上。300毫升约3元，600毫升约6元。 如果不是瓶身上赫然印着“宏胜集团出品”几个字，没有消费者会意识到，这是宗馥莉沉寂近一年之后，在品牌战线打出的又一张新牌。 时间回到2025年初。彼时，KELLYONE抖音、小红书、微信公众号多个账号相继停更。当年7月，淘宝旗舰店与抖音店铺已下架所有商品。曾有媒体记者致电客服，对方答：是无货状态，停不停产我们不清楚。 换言之，该品牌内部停摆到什么程度，连客服都不知道。 据公开信息，KELLYONE在抖音平台2024年全年销售额仅为8.1万元。一个曾经烧过顶流代言费、搞过音乐节快闪店、拍过系列广告片的品牌，在快消行业重要的电商渠道上，只卖出了一家普通便利店一个月的流水。 这个数字，宏胜那边没有主动澄清过，没有发过任何声明，就任其挂在第三方数据平台上，被所有人看见。 要搞清楚KELLYONE为什么会烂到这一步，得先看宗馥莉在这期间到底在忙什么——因为她确实很忙，只是重点完全不在这里。 那一年，她忙着折腾一场更大的局。 2025年9月，宗馥莉辞去娃哈哈集团法定代表人、董事长等所有职务，转而在宏胜集团另起炉灶，宏胜系内部下发文件：自2026销售年度起，所有产品更换为全新品牌娃小宗。这是一次宣战。宗馥莉的逻辑是：既然娃哈哈商标的控制权因股权结构无法单方面拿下，那就干脆不要了，自己搭一套新体系。 结果是，截至2025年10月17日，全国50多个大区市场，仅沪苏一地完成了保证金任务。经销商不买账，因为他们的利润来自AD钙奶和纯净水，来自娃哈哈这三个字，没有人愿意陪着一个零知名度的新品牌从头赌。 41天之后，宏胜系销售各分公司接到通知：2026年继续使用娃哈哈品牌，不会出现其他品牌。娃小宗就这样无声无息地退场，比它出场还要安静。 这场折腾，代价不小。 采购部门不敢大量备货，乳粉等关键原料只能少量采购，成本比之前高了不少；原本计划的产能扩张项目也暂时搁置。经销商不敢打钱，保证金回款进度整体落后于往年。折腾了一圈，什么都没得到，供应链和渠道反倒被折腾出了一身伤。 就是在这个狼...

We have selected seven stories from the SCMP’s coverage of Asia over the past week that resonated with our readers and shed light on topical issues. If you would like to see more of our reporting, please consider subscribing. 1. Russia’s military activity has Japan fearing a dual-front war Japan’s call to maintain “impeccable” defences on its northern frontier reflects Tokyo’s deepening concern over growing Russian military activity in the region, analysts say. 2. Rising costs in Singapore spur...