PM Images/DigitalVision via Getty Images War and Peace Following tense negotiations about Iran's nuclear program amid widespread street protests and brutal government repression, the United States launched Operation Epic Fury on February 28. In conjunction with Israel, the U.S. used a barrage of Tomahawk missiles, B-2 stealth bombers, and other weapons and aircraft to strike Iran's fortified ballistic missile facilities. At the same time, a regime "decapitation" strike was launched, killing Iranian Supreme Leader Ali Khamenei and many other high-ranking officials. While leadership in Iran is somewhat unclear, the country responded with attacks against both Israel and many of its Arab Persian Gulf neighbor states. Travel in and out of the region ground to a halt, as did nearly all transportation of oil, natural gas, and other products through the Strait of Hormuz. With this backdrop, the S&P 500 Index declined 4.3% in the first quarter, though the Russell 3000 Value increased 2.2%. Small cap stocks were mixed, with the Russell 2000 up 0.9% and the Russell 2000 Value gaining 4.9%. Day-to-day movements in stock prices have been driven almost completely by war developments. Oil The Strait of Hormuz is extremely important to global energy markets, with 20 million barrels of oil per day, or roughly 20% of global supply (and 20% of global LNG supply), flowing through the Strait. With the conflict raging, oil prices rose dramatically, causing Brent crude to climb from $61 per barrel at the beginning of the year to $127 at the end of the quarter (and $102 as of the writing of this letter). Other commodities also soared, with LNG prices rising from under $10 to $16 MMBtu, urea (an important agricultural chemical) increasing from ~$400 to ~$700 per metric ton, and gold rising to over $4,700 per ounce. How sustainable these price moves will be is presently unclear; when President Trump announced a two-week ceasefire to engage in negotiations on April 7, oil declined nearly 20%,...

Prediction: This will be Palantir's stock price in a year MSN

Nvidia, Nebius, and Meta Platforms all look primed to rise in June.

Key PointsNvidia is still delivering jaw-dropping results.

資金動向 | 北水掃貨港股46.57億，康方生物一股吸金超半數 Moomoo

首都在线公告，信息披露义务人天阳宏业科技股份有限公司因公司限制性股票归属使总股本增加，导致其持股比例被动稀释至4.9990%，不再为持股5%以上股东。

核心要点 日本 软银 计划未来五年向法国投入 450 亿欧元（合 530 亿美元） 建设人工智能基础设施，这是其欧洲布局的首期项目。 本次投资隶属于软银一项总规模 750 亿欧元（合 870 亿美元） 的计划，将在法国落地 AI 数据中心。 这是这家日本科技巨头在欧洲规模最大的一次 AI 基础设施投资。 欧洲能源价格高企，一直是当地在 AI 领域追赶中美两大经济体的主要阻碍。 2025 年 11 月 21 日，日本东京，软银集团总部大楼外的企业标识。受人工智能泡沫再起的担忧影响，当日软银股价一度暴跌 10.7%，东京市场芯片类个股也同步走低。 软银集团于周日宣布，计划在未来五年内向法国投资 450 亿欧元，用于建设人工智能基础设施。 这家科技巨头表示，该笔投资是其整体规划的一部分。按照总规模 750 亿欧元的方案，公司将在法国打造总装机容量达 5 吉瓦的 AI 数据中心。 据市场数据分析机构万得（FactSet）数据显示，软银目前市值已超越丰田，成为 日本市值最高的企业 。 软银透露，首期投资规划将在 2031 年前，于法国北部上法兰西大区落地总容量 3.1 吉瓦的 AI 数据中心，选址涵盖敦刻尔克、博 斯凯 尔、布尚等城市。 软银在声明中表示：“这是集团在欧洲开展的规模最大的 AI 基础设施投资。项目旨在通过扩充法国高性能算力资源，助力人工智能产业快速发展。” 软银总裁孙正义于周一同法国总统埃马纽埃尔・马克龙一同出席新闻发布会，正式确认 750 亿欧元的投资计划。他同时提到，若计入全产业链配套项目，整体投资体量接近 7500 亿美元 。 孙正义称，公司正在为该项目统筹筹措资金，已有多家大型云计算企业确定成为合作客户。 “这是一笔规模空前的投资。我们在美国市场已有成熟布局并持续扩张，依托现有经验，我们有能力将法国打造为欧洲 AI 核心枢纽，而欧洲也正亟需这类人工智能技术。” 他补充道：“当下形势不容迟疑。美国、中国的 AI 发展步伐飞快，欧洲、日本及整个亚洲都必须加速前行，避免被时代甩开。” 按照规划，软银将携手法国工程企业 施耐德电气 ，在敦刻尔克共建大型产业集群，作为本次基建落地的重要一环。 受 AI 基建投资有望带来高额回报的预期提振，软银股价周一上涨 14%；2026 年至今，其累计涨幅已超 70%。 软银的发展前景与人工智能热潮深度绑定：公司持有安谋（Ar...

Prediction: Micron Stock Will Skyrocket After June 24 The Motley Fool

Justin Sullivan/Getty Images News Nvidia ( NVDA ) and several PC-related stocks moved higher in premarket trading Monday after the company said it’s entering the PC market with a new product, intensifying competition with established chipmakers. Nvidia shares rose +1.9% before the bell after announcing its new RTX Spark Superchip will begin shipping in laptops and desktop PCs this fall through major manufacturers including Dell Technologies (Dell), HP Inc. ( HPQ ), and Lenovo ( LNVGY ) ( LNVGF ). As a result, PC makers rose premarket, with Dell Technologies ( DELL ) +2.9%, Hewlett Packard Enterprise ( HPE ) +6.3%, and HP Inc. ( HPQ ) +4.1%. In Asia, Lenovo gained +5.1% in Hong Kong trading. Unveiled by CEO Jensen Huang at the Computex trade show in Taipei, the product is a combination of microprocessor and graphics chip, built with help from Taiwan’s MediaTek, that will run Microsoft’s ( MSFT ) Windows for Arm ( ARM ) operating system. MediaTek shares rose 5% in Taipei, while Nasdaq-listed shares of Arm Holdings ( ARM ) soared nearly 15% premarket. MSFT also rose 3%. Meanwhile, traditional PC processor leaders also came under pressure. Intel ( INTC ) slipped -6%, and Advanced Micro Devices ( AMD ) fell -5.2%, as Nvidia's entry adds a new competitor to a market long dominated by the two companies' x86-based processors. Nvidia’s ( NVDA ) new chip may also intensify competition for Qualcomm’s ( QCOM ) Snapdragon products that are used in Windows AI PCs. QCOM shares fell -7.8% premarket. More on Nvidia Nvidia: Subsidization Of Sovereign AI Backed By Washington And CPU Edge Nvidia: Data Centers Made It Great, Physical AI Could Make It Generational Nvidia At $5 Trillion Requires A Grid That Doesn't Exist Nvidia highlights agentic and physical AI, key partnerships at Computex Biggest stock movers Monday: TMHC, NVDA, and more

Justin Sullivan/Getty Images News Nvidia ( NVDA ) and several PC-related stocks moved higher in premarket trading Monday after the company said it’s entering the PC market with a new product, intensifying competition with established chipmakers. Nvidia shares rose +1.9% before the bell after announcing its new RTX Spark Superchip will begin shipping in laptops and desktop PCs this fall through major manufacturers including Dell Technologies (Dell), HP Inc. ( HPQ ), and Lenovo ( LNVGY ) ( LNVGF ). As a result, PC makers rose premarket, with Dell Technologies ( DELL ) +2.9%, Hewlett Packard Enterprise ( HPE ) +6.3%, and HP Inc. ( HPQ ) +4.1%. In Asia, Lenovo gained +5.1% in Hong Kong trading. Unveiled by CEO Jensen Huang at the Computex trade show in Taipei, the product is a combination of microprocessor and graphics chip, built with help from Taiwan’s MediaTek, that will run Microsoft’s ( MSFT ) Windows for Arm ( ARM ) operating system. MediaTek shares rose 5% in Taipei, while Nasdaq-listed shares of Arm Holdings ( ARM ) soared nearly 15% premarket. MSFT also rose 3%. Meanwhile, traditional PC processor leaders also came under pressure. Intel ( INTC ) slipped -6%, and Advanced Micro Devices ( AMD ) fell -5.2%, as Nvidia's entry adds a new competitor to a market long dominated by the two companies' x86-based processors. Nvidia’s ( NVDA ) new chip may also intensify competition for Qualcomm’s ( QCOM ) Snapdragon products that are used in Windows AI PCs. QCOM shares fell -7.8% premarket. More on Nvidia Nvidia: Subsidization Of Sovereign AI Backed By Washington And CPU Edge Nvidia: Data Centers Made It Great, Physical AI Could Make It Generational Nvidia At $5 Trillion Requires A Grid That Doesn't Exist Nvidia highlights agentic and physical AI, key partnerships at Computex Biggest stock movers Monday: TMHC, NVDA, and more

*ST宝馨公告，2026年5月21日披露的控股股东江苏立青所持400万股公司股份（占其所持股份比例2.13%，占公司总股本比例0.56%）司法拍卖结果全部流拍。该批股份为首发后限售股，原定于2026年5月30日10时在阿里司法拍卖平台结束拍卖。现该批股份将由广东省江门市蓬江区人民法院继续执行司法程序，计划于2026年6月18日上午10:00整开始至6月19日上午10:00整（延时除外）在阿里司法拍卖平台进行二次拍卖。

More on Taylor Morrison Home, Berkshire Hathaway Berkshire Hathaway: The Fortress Is Getting Expensive To Defend Berkshire's New Era Begins: Why I'm Still A Buyer Berkshire's New Age Biggest stock movers Monday: TMHC, NVDA, and more Berkshire's homebuilder bet shines light on sector's highest- and lowest-rated stocks

丽珠集团公告，公司子公司珠海市丽珠单抗生物技术有限公司近日收到国家药品监督管理局签发的《药品注册证书》，批准重组人促卵泡激素注射液（商品名：丽优宝）注册。该药品规格为预充注射笔33μg（450IU）/0.75mL，注册分类为治疗用生物制品3.3类，批准文号有效期至2031年5月26日。适应症包括无排卵妇女及辅助生育技术中刺激多卵泡发育等。截至公告披露日，该药品累计直接投入研发费用约12169万元。

美国地质调查局5月31日公布的画面显示，美国夏威夷的基拉韦厄火山持续流淌出大量熔岩。该机构预测，当地时间6月1日，火山可能会出现更强烈的熔岩喷发活动，即“熔岩喷泉”。基拉韦厄火山位于夏威夷群岛最大岛屿，是夏威夷第二大火山，也是全球最活跃的火山之一。自2024年12月23日以来，该火山一直在间歇性地喷发。（CCTV国际时讯）

SpaceX-Tesla Merger Could Trigger Elon Musk's $1 Trillion Pay Package: Report Benzinga

随着行业激烈竞争态势有所缓和，美团称即时配送业务于第一季度取得稳健表现。 外卖行业停止补贴大战后，美团一季度的亏损情况有所好转。 6月1日，美团（股票代码：3690.HK）发布了2026年第一季度财报。财报显示，美团一季度收入910亿元（人民币，下同），同比增长5.6%。经营亏损由上季度的161亿元减少至64.7亿元。净亏损为68.3亿元，上个季度的净亏损为151.4亿元。 一季度，核心本地商业分部收入同比增长0.1%至641亿元，同时经营亏损环比大幅收窄至20亿元，上一季度亏损为100亿元，美团表示变化主要得益于即时配送业务亏损大幅减少。 美团同时表示，收入的韧性增长受到年度购买频率的增加以及公司不同服务之间交叉销售的推动，同时年度活跃广告商户数目亦有增长。随着行业激烈竞争态势有所缓和，美团即时配送业务于第一季度取得稳健表现。 此外，美团闪购核心用户购买频次进一步提升，00后年轻用户成为核心增长源。 新业务分部的收入同比增长21.3%至270亿元。该分部的经营亏损收窄至21亿元，经营利润率同比改善至负7.8%。 尽管受到关停“美团优选”的影响，但在食杂零售业务及海外业务扩张的推动下，收入持续稳步增长。 其中小象超市已覆盖55座城市，自有品牌占比不断提升。Keeta在中国香港和沙特市场的经营效率提升，在中东其他地区和巴西市场保持增长。 一季度，美团研发投入同比增长22%至70亿元，占总收入的7.7%。美团CEO王兴表示将持续加大AI投入力度，不断迭代AI Agent和大模型能力。 美团还透露无人机累计商业订单超90万笔。 一季度美团的销售成本由去年同期的541亿元增加20.2%至651亿元，占收入百分比由62.8%增加至71.5%。美团表示，增长是为了确保服务质量而提高骑手补贴及福利，以及食杂零售业务及海外业务的扩张。 从行业趋势看，今后外卖业会更加有序。6月1日，《网络餐饮服务经营者落实食品安全主体责任监督管理规定》将正式开始施行。据第一财经了解，新规除了对餐饮制作过程的细化之外，还重点强调将责任精确落实到人，用技术来固化流程。比如要求企业配备“食品安全总监”和“食品安全员”，明确责任人和岗位职责。

Girl pulled from River Wharfe in Burnsall, Yorkshire, on Sunday, with temperatures dropping down to average on Monday A 13-year-old girl has died after going into a river and a boy is missing as the water-related death toll reached at least 15 amid a heatwave. The girl was pulled from the River Wharfe in Burnsall, near Skipton, North Yorkshire, on Sunday evening. She was airlifted to hospital where she was pronounced dead, North Yorkshire police said. Continue reading...

当地时间6月1日，以色列国防军表示，其部队近日在黎巴嫩南部、利塔尼河以北地区开展行动，以清除黎巴嫩真主党武装人员及拆除黎巴嫩真主党基础设施。以军称，此前5月31日，以军士兵在行动中发现3名黎巴嫩真主党武装人员正准备向以军士兵发射无人机。武装人员试图逃离后，以色列空军实施打击，将三人打死。以军随后在当地展开搜查，发现一处武器储存设施，内含已准备发射的火箭弹和无人机。（央视新闻）

特朗普撤换劳工统计局长可能造成了近200亿美元的损失 我们每个人都知道面对未来的不确定性时，最好是在拥有准确的信息前提下做决策，为此我们需要做到直面现实，毕竟“千人之诺诺，不如一士之谔谔”。在英语世界里，有一个流传甚广的词语叫作 “Don’t shoot the messenger（别迁怒于信使）”，就是说，当领导人或者指挥官听到不祥的恶兆或战败的坏消息时，不应该将怒火倾泻在那个认真负责跑来递送真实情报的信使身上。 然而，众多的心理学研究又表明，我们确实不仅本能地讨厌听到不符合预期的信息，还倾向于对那些传递坏消息的人持负面看法——即便这些人仅仅是无辜的信使而已，甚至习惯性地将恶意动机强加给信使，或者将那些传递坏消息的人视为能力不足者。而且这种负面效应似乎还具有极强的针对性，仅作用于那位具体负责传递消息的人，而当时在场的其他旁观者则不受波及。在坏消息出乎意料或显得似乎缺乏逻辑的情况下，这种效应表现得尤为强烈。因此在强势领导人的周围，往往就只有“诺诺”的千人，而缺乏“谔谔”的声音。 推荐进入 财新数据库 ，可随时查阅宏观经济、股票债券、公司人物，财经数据尽在掌握。

格隆汇6月1日｜富国银行：将西部数据(WDC.US)目标价从500美元上调至575美元。

sitox/E+ via Getty Images I first invested in ASML Holding ( ASML ) in late 2022. I have to admit, I had to be patient with ASML to see some actual results. Because the stock price wasn't increasing too much for quite some time. But I see that everything has changed recently. Data by YCharts I see that Mr. Market finally appreciates ASML. I'm sure you are aware of broad supply shortages in the semiconductor field. Especially the likes of Micron Technology ( MU ) benefit from that. Memory shortages are significant. And Micron has a favorable supply-to-demand going for itself. And the same thing applies to ASML. But I think it applies in an even better way. If you've read some of my articles before, you probably remember how I like to call the likes of Nvidia ( NVDA ). I see NVDA as a shovel-maker in the gold rush. And I've always realized that this saying works even better for ASML. Why is that? It makes equipment so shovel-makers can make shovels. I like how ASML described its business . I agree with them. I often heard from my friends or some investors in comments that they like ASML because it produces chips. But it's not the case. In my eyes, their market position is even more attractive: ASML is one of the world’s leading manufacturers of chip-making equipment. It’s a common misconception that we make chips, also called microchips or integrated circuits (ICs), but we actually design and manufacture the lithography machines that are an essential component in chip manufacturing. Our customers are companies such as Intel, who use our machines in ‘fabs’ – microchip manufacturing plants – to create microchips that are eventually used in many electronic devices, including smartphones, laptops and much more. Business Looks Better Than Ever I'm happy to say that ASML scored revenue in line with its guidance. That means a 13%+ revenue increase on a y/o/y basis. Is that a lot? Well, I don't like sugarcoating. It was a great quarter by ASML's standards - by its history, I ...

投资者开展对外投资及其相关活动，应当遵守法律法规和国际惯例。 为了推进高水平对外开放，有效实施对外投资管理，《国务院关于对外投资的规定》（下称《规定》）6月1日公布，自7月1日起施行。 《规定》明确，国家支持投资者按照市场化原则开展对外投资活动，积极参与国际合作竞争。投资者依法享有对外投资自主权，自主决策、自担风险、自负盈亏。 迫切需要高位阶专门立法 据新华社报道，司法部、国家发展改革委、商务部负责人近日就《国务院关于对外投资的规定》答记者问时表示，党的十八大以来，我国对外投资规模稳居世界前列，参与国际产业分工合作不断深化。随着百年变局加速演进，地缘政治风险上升，国际竞争日益激烈，长期以来主要依据部门规章、规范性文件等实施对外投资管理服务的模式已不符合现实需求，迫切需要高位阶专门立法将长期施行的有效措施上升为法律制度，更好对接国际高标准经济贸易规则，明确对外投资服务、管理、保护等方面的制度措施，以有效保护投资者及其对外投资合法权益，维护国家主权、安全和发展利益，在法治轨道上推进对外投资高质量发展。 基于长期的实践经验，《规定》称，对外投资即境外投资，是指投资者以投入资产、权益或者提供融资、担保等方式，直接或者间接获得其他国家（地区）的企业、资产等所有权、控制权、经营管理权以及其他相关权益的活动。投资者包括中国境内的企业、其他组织和居民个人。对投资者在香港特别行政区、澳门特别行政区、台湾地区投资的管理，参照本规定执行。 “从海外经验看，对外投资是一个经济体发展到一定阶段的必然结果。加大对外投资，有利于拓展一个国家的经济边界，参与并主导国际投资规则的制定，以及推动产业链供应链的国际合作。”上海财经大学公共政策与治理研究院首席专家杨畅告诉第一财经，在这样的背景下，《规定》对投资者开展对外投资活动提出了明确的规则指引，即需要履行相关手续，确保对外投资的平稳有序。 上海社会科学院经济研究所副所长、研究员詹宇波对第一财经表示，《规定》的出台正是为了配合中企出海潮，为其提供行为规范和制度支撑，从而填补国家层面支持企业出海的制度空白，更好地满足了对外投资规模扩张的需求。 近年来，中企出海趋势明显。詹宇波认为，海外市场空间巨大，对于在本国培育了高水平竞争力的企业而言意味着大量的增长点和盈利空间。与之前国企出于战略考量对外投资不同，这一波出海中民企尤其是中小型民企成为了主力军。而这些企...

(RTTNews) - Lanvin Group Holdings Limited (LANV), a luxury fashion company, said on Monday that it has appointed Xi Luo as chief financial officer, with effect from June 1.

格隆汇6月1日｜富国银行：将英特尔(INTC.US)目标价从85美元上调至110美元。

Source: Bloomberg, 7:18

格隆汇6月1日｜富国银行：将微软(MSFT.US)目标价从625美元上调至650美元。