英特尔与英伟达在CPU市场的交锋，意味着新一轮AI基础设施主导权之争已提前展开。 6月1日，美股盘前，芯片板块出现明显分化。英伟达股价上涨2.4%，Arm一度涨超15%，而英特尔跌近6%，高通跌超7%，AMD跌逾3%。 消息面上，英伟达正加速切入PC生态，联合微软、Arm、联发科等合作伙伴推进基于Arm架构的AI PC布局。几乎同一时间，英特尔宣布了数据中心领域的最新进展，包括推出至强6+处理器、以太网E835控制器以及AI加速器迭代产品。 双方在CPU市场的交锋，意味着新一轮AI基础设施主导权之争已提前展开。 英特尔表示，作为采用英特尔 18A制程打造的首款数据中心CPU，至强6+在真实功耗限制下，能够满足新兴智能体AI对任务编排、并发处理与数据流动的严苛需求。目前，该芯片已在电信网络基础设施中完成测试，并开始部署于数据中心系统。 对英特尔而言，这是守住数据中心市场的关键战役。 过去二十多年，英伟达凭借GPU在数据中心领域建立了领先优势，而在AI时代，它的目标已不限于加速器市场，而是希望掌控整个计算平台。目前，英伟达正在推进Grace、Grace Hopper以及新一代Vera CPU等产品布局，将CPU、GPU、网络互连和CUDA软件生态深度整合。 这一战略如今进一步延伸至个人电脑市场。 随着AI模型开始向终端设备迁移，PC产业正经历自移动互联网时代以来最重要的架构调整。本地运行AI模型在延迟、隐私和成本控制方面的价值不断上升，处理器也因此重新成为产业竞争的焦点。 这一举动使得英伟达开始触及英特尔长期占据主导地位的核心阵地。如果未来相关产品能获得微软及软件开发生态的广泛支持，Windows PC市场或将形成英特尔、AMD、高通与英伟达“四强竞争”的新格局。与此同时，Arm也将因其指令集授权成为背后的最大受益者。 这也意味着芯片产业的竞争标准正在发生根本变化，谁能同时掌握CPU、GPU、互连网络及软件生态，谁就有更大机会主导下一阶段的AI计算市场。

Source: Bloomberg, 4:21

格隆汇6月1日｜道琼斯指数期货跌0.12%，标普500指数期货跌0.13%，纳斯达克100指数期货跌0.22%。

Nvidia has roiled the semiconductor sector with the launch of a PC chip. Nvidia late on Sunday unveiled its RTX Spark, which integrates Arm’s designs for a custom central-processing unit. Arm shares were up 10% in the premarket, having already more than tripled this year so far through Friday’s close.

格隆汇6月1日｜据央视财经，我国春播粮食面积占全年粮食面积的一半以上，产量占六成以上。农业农村部农情调度显示，目前，全国春播粮食已过九成，出苗质量良好。5月以来，春播区光温水较为匹配，土壤墒情适宜，东北等地抢抓有利条件加快播种进度。黑龙江、内蒙古春播作物超六成已出苗，辽宁、吉林出苗过九成，已出苗作物长势良好，一、二类苗比例95%左右。

Broadcom Inc. Hits Day High with 4.73% Surge in Stock Price Markets Mojo

Broadcom Inc. Hits New 52-Week High of USD 448.88, Surging 210% Markets Mojo

格隆汇6月1日｜惠丰钻石在惠丰数智产业园（二期）举行高导热金刚石粉体正式投产仪式。项目规模化投产后，年产可达20吨高导热金刚石复合材料及粉体的产能规模，将有力支撑公司“2245”战略中高导热金刚石及HPHT工艺板块的产能与技术布局。

'You know who you are,' declared the actress, at the end of her West End performance in Inter Alia.

The Guardian’s picture editors select photographs from around the world Continue reading...

药物开发、非临床发展与安全试验服务供应商查士利华（Charles River Laboratories International， Inc．，股票代码：CRL）今日宣布，公司管理团队将出席本周举行的两场重要投资者会议，并就公司的战略重点、业务发展及最新行业趋势进行介绍。 根据公司发布的日程，查士利华将于中部时间6月2日上午10点出席William Blair第46届年度成长股会议，并于6月3日上午9点55分出席Jefferies全球医疗健康会议。两场会议的现场网络直播均可在公司官网投资者关系栏目观看，每场演示结束后将提供回放，并保留约两周时间。 查士利华近日刚刚完成首席执行官交接。Birgit Girshick于5月初正式接任CEO，并确立了名为“Pathway to Purpose”的新战略框架，聚焦于运营现代化、强化科学组合、深化客户关系及提升盈利能力。公司此前于5月6日完成了向GI Partners出售CDMO和Cell Solutions业务的交易，并计划于5月完成部分欧洲发现服务场地的出售，以进一步优化业务组合。 查士利华成立于1947年，总部位于美国马萨诸塞州威尔明顿，是全球领先的受托研究机构，也是最大的药物开发、非临床发展与安全试验服务供应商之一。 公司通过研究模型与服务、发现与安全评估以及制造解决方案三大部门开展业务，过去五年支持了超过80% FDA批准上市新药的研究和/或开发。财务方面，查士利华第一季度实现营收9.958亿美元，同比增长1.2%。剔除汇率及资产剥离影响后，有机收入下降1.5%。非GAAP每股收益为2.06美元，同比下降12%。公司重申了2026年全年指引，预计有机收入下降0.5%至1.5%，非GAAP每股收益为10.80至11.30美元。管理层预计利润率改善将主要集中在下半年实现。 责任编辑：张俊 SF065

格隆汇6月1日｜现货黄金失守4490美元/盎司，日内跌1.10%。

Wise says it is working with the Brussels prosecutor's office but that "no specific findings have been shared with us to date".

Purfect Network USD (PUR-USD) 最新股票消息和頭條新聞 Yahoo 財經

查看最新行情 巴里·迪勒旗下商业集团人物公司（People） 正筹备收购博彩巨头美高梅度假村，本次交易估值超180亿美元。 目前收购方案仍在最终敲定阶段，存在延期或终止的可能。若交易落地，这将是迪勒对原IAC集团完成重组后，又一次重大战略转向。 人物公司计划以每股48.30美元的现金价格，收购美高梅度假村剩余73.9%的股份。 该报价较美高梅度假村上周五收盘价溢价近10.6%，较其过去90日成交量加权平均价高出30%。 美高梅度假村本就是人物公司的重要资产。迪勒旗下企业目前已持有其26.1%股份，并占据两个董事会席位，其中一席由迪勒本人出任。 除美高梅外，人物公司的核心业务还包括大型数字媒体板块，旗下同名杂志是该板块主力。过去一年，原IAC集团已剥离多项业务，其中就包括居家服务平台安吉（Angi）和家政服务网站Care.com。 目前尚不确定本次收购邀约是否会引发其他资本竞购。不过人物公司现有的持股比例，足以形成强有力的防御壁垒，抵御竞争对手介入。 迪勒押注美高梅的原因 迪勒在今年4月致股东的信件中，这样评价美高梅度假村： 美高梅度假村实力出众，旗下坐拥一众地标度假目的地、可规模化运营的数字平台与高端品牌，全球业务版图持续扩张；在首席执行官比尔·霍恩巴克的带领下，公司还拥有一支顶尖管理团队。拉斯维加斯大道40%的产业归属美高梅，这片娱乐核心区在全球范围内都无可复制。 迪勒写道，在当下变化莫测、节奏飞快的市场环境中，美高梅的重实体资产搭配人物公司的数字媒体业务，构成了绝佳的风险对冲组合。 今年以来，美高梅度假村股价累计上涨超19%。分析人士认为，随着拉斯维加斯文旅产业回暖，公司业绩有望持续向好。 迪勒多年来一直看好美高梅，最早在2020年疫情封控期间开始建仓。这位商界大佬长期深耕旅游休闲领域：“9·11”事件后他收购在线旅游平台Expedia，并于2005年将其分拆独立，这笔投资也成为他职业生涯中最成功的案例之一。 如今美高梅也面临全新挑战。旗下线上博彩业务BetMGM虽实现盈利增长，但需直面DraftKings、FanDuel等线上博彩平台的竞争。与此同时，Kalshi、Polymarket等热度攀升的预测交易平台，也在分流博彩用户。 责任编辑：刘明亮

格隆汇6月1日｜一项最新调查显示，日本鸡肉价格近期持续上涨，创2003年开始相关统计以来新高。不少炸鸡店、烤串店经营成本激增，生意受到影响。

Kenneth Cheung/iStock Unreleased via Getty Images SoftBank Group Corp. ( SFTBY ), newly crowned “Japan’s most valuable company,” is a holding company with a portfolio comprising Arm Holdings ( ARM ) (40%), OpenAI ( OPENAI ) (25%), its telco arm Softbank Corp ( SOBKY ) (6%), and three major funds (Vision Fund 1, 2, and Latin America), among others. SoftBank For context, Softbank, under the leadership of current Chairman/CEO Masayoshi Son, made its name off successful domestic telco forays and dotcom bets, most notably Alibaba ( BABA ), which remains one of the “greatest ever” investments. All this culminated in a track record that, through 2017, equated to an eye-popping +44% rate of return. SoftBank Since launching its two megafunds, Vision Fund 1 (2017) and Vision Fund 2 (2019), however, the group has been better known for high-profile wipeouts; for instance, Greensill (insolvent), Wirecard (fraud), WeWork (bankruptcy). A record $23bn quarterly loss in 2022, and CEO Masa Son's subsequent admission that “looking back at myself now, I am quite embarrassed and remorseful” only worsened Softbank’s perception within the investor community. SoftBank But, as I’ve highlighted in my prior coverage ( here and here ), every asset has a price. For Softbank, the key price gauge has always been its discount to net asset value (NAV) – an overly wide NAV discount, usually a signal of peaking pessimism, tends to be a great entry point. Today, the inverse is true, thanks to leveraged AI bets at the app level (OpenAI) and across the supply chain (Arm, SB Energy). Prima facie, a compressed NAV discount is a “take profit” signal. But there is also fundamental backing that shouldn't be ignored - Softbank is coming off an earnings report that saw the company post its “highest ever NAV,” as well as the “highest ever profit in Japanese corporate history” for fiscal year 2025. Given the push-pull, it’s as a good a time as any, in my view, to revisit the thesis. SoftBank A Record Year but AI...

Research Alert: CFRA Maintains Strong Buy Opinion On Shares Of Nvidia Corporation Moomoo

Rick_Jo/iStock via Getty Images I posted two articles on Sea Limited ( SE ) in 2024, both a buy-low effort in February (at $43) and then a sell-high suggestion in October (at $96). During 2025 the stock would continue to rise on robust underlying business growth, before fading in late 2025 and falling further in early 2026, all the way back under my sell article price point. Well, in recent weeks, the trading pattern appears to be bottoming. Plus, the valuation story appears to be mirroring the bullish setup of late 2023 into early 2024. I bought a stake in the upper-$80s in May, as the stock quote seemed to absorb a mixed earnings/guidance report rather well weeks ago. From here, SE could be primed to rise the rest of 2026, perhaps building on those gains in 2027. Wall Street analyst estimates for growth remain excellent (around +30% annually for EPS), as Sea Limited is basically the Amazon ( AMZN ) of Southeast Asia (outside of mainland China). If you believe online ordering of goods and delivery to your location remains a high-growth business model with a bright future, now could be an intelligent moment to consider adding shares. (Q1 2026 sales breakdown: Shopee retail marketplace 71%, Garena gaming 12%, Monee financial services 17%.) Seeking Alpha Table - Sea Limited, Wall Street Analyst Forecast 2026-28, May 29th, 2026 As a consequence, I am upgrading my view to Buy for a 12-month outlook. Let's review some of the fundamental valuation data and technical trading movements in the stock. I would label the SE opportunity as a top growth-at-a-reasonable-price [GARP] and price-to-earnings-growth [PEG] pick in the market today. Sea Website Homepage - May 30th, 2026 Sea Website Homepage - May 30th, 2026 Sea Website Homepage - May 30th, 2026 Sea Website Homepage - May 30th, 2026 Sea Website Homepage - May 30th, 2026 Lowest Valuation Maybe Ever On basic financial ratio analysis of operating fundamentals, you can make the argument that SE is now on a par with the last 2...

An Australian man has been detained in Vietnam’s coastal city of Da Nang after allegedly going on a shirtless late-night rampage through a cafe, causing extensive damage and forcing frightened customers to flee. The incident unfolded at Ge Cafe on Le Hong Phong Street in central Da Nang shortly before midnight on Friday, according to a detailed account posted by the cafe on its social media account. Local news outlet Tuoi Tre reported that ward police had identified the man as an Australian...