贝恩公司报告显示，私募股权科技交易额自去年底以来大幅下滑，原因是投资者在人工智能（AI）时代对企业估值变得越发谨慎。 贝恩分析Dealogic数据在报告中表示，第一季度全球收购交易额下降70%，至200亿美元，因已完成的大型交易减少。该报告分析了Dealogic的数据。同期软件公司估值下降约8%，而所有其他行业下降0.3%。 私募股权公司几年来一直难以以高于买入价的价格出售资产，并向投资者返还资本，而AI对软件公司尤其构成颠覆性威胁，加剧了这些困境。 贝恩全球私募股权业务负责人Rebecca Burack在采访中表示，这个刚刚摆脱美国总统唐纳德·特朗普贸易战影响的行业，进入今年却又遭遇所谓的“软件即服务末日”（SaaSpocalypse）冲击、私募信贷担忧以及伊朗战争推动的油价飙升。 “我们有点像是连续第二年陷入‘土拨鼠日’般的循环，”她表示。 “我们仍然不认为市场从根本上出了问题，”Burack表示，她指出，尽管受到冲击，经济仍在继续扩张。她说，股市强劲，债务融资供应充裕，私募股权公司也有大量待投资金。 “我们不存在资本问题，”Burack表示，“我们更多是信心问题。” 贝恩在报告中表示，收购公司需要适应AI带来的威胁，研究如何保护现有投资，同时在评估新投资时将这项技术纳入考量。 报告显示，私募股权在清理近年积压的退出项目方面进展甚微。报告称，该行业的分配额占净资产价值比例仍处于纪录低位，越来越多公司“实际上被困在投资组合中”。 Burack称，资产持有期已从私募股权黄金时期的三到四年延长至六到七年。她表示，过去该行业通常需要在持有期内实现每年约5%的盈利增长，才能获得2.5倍回报；但现在这一要求已达到约12%。 质量较高的资产能够找到买家，但那些持有时间较长、未来表现和高估值存在疑问的资产仍然难以出售。 贝恩表示，由于有限合伙人（LP）对这类交易审查趋严，即便是延续基金也面临压力 —— 这类交易越来越受欢迎，可让私募股权公司将企业从现有基金转移到新基金。 Burack表示，投资者需要经济环境更加稳定，才会开展交易。 责任编辑：丁文武

The easiest way to understand crypto used to be to look at Bitcoin . When the world’s largest cryptocurrency rose, money flooded into startups, venture funds, exchanges and thousands of speculative tokens. When it crashed, businesses disappeared, funding dried up and activity slowed across the industry. Bitcoin wasn’t merely the biggest digital asset. It was the center of gravity for the entire crypto economy. Now, some of the industry’s fastest-growing businesses are moving according to a different logic. The coin is down sharply. On Friday, it fell below $60,000, extending a decline that has erased around half its value from last year’s peak. The selloff has been fueled by money leaving exchange-traded funds , the AI boom competing for retail attention and growing questions about whether the large corporate buyers that helped drive the previous rally can continue accumulating. Much of the altcoin market is suffering an even deeper downturn that predates Bitcoin’s latest slide. The market value of altcoins, tokens other than Bitcoin, peaked at $431 billion in November of 2021, and is currently languishing around $170 billion, according to TradingView. Entire ecosystems that once promised to reshape finance are shrinking, consolidating or quietly disappearing. Yet at the same time, some of the industry’s most commercially important businesses are growing faster than ever. Read more: There Are Millions of Crypto Tokens. Almost None Have Any Value Stablecoins are becoming part of the global payments system , adding up to about $390 billion in annual transactions, per McKinsey & Co. and Artemis Analytics. Wall Street firms are racing to tokenize stocks, bonds and money-market funds. Banks that once dismissed blockchain technology are experimenting with it. Payment companies are integrating digital dollars. Prediction markets are attracting mainstream users. The digital infrastructure is spreading even as many of the assets built on top of it struggle. “The Bitcoin pric...

格隆汇6月8日｜特朗普证实封锁行动仍在持续，预测平台Kalshi市场参与者认为，霍尔木兹海峡航运受阻局面延续至2027年的概率为66%。

A study of analyst recommendations at the major brokerages shows that NVIDIA Corp (Symbol: NVDA) is the #2 broker pick, on average, out of the 30 stocks making up the Dow Jones Industrial Average, according to ETF Channel. NVIDIA Corp is also a top tier analyst pick among the b

A study of analyst recommendations at the major brokerages shows that Vale SA (Symbol: VALE) is the #8 broker analyst pick, on average, out of the 50 stocks making up the Metals Channel Global Mining Titans Index, according to Metals Channel. The Metals Channel Global Mining Ti

AMD to Invest up to £2B to Accelerate AI Innovation and Research in UK HPCwire

Kayne Anderson CEO Al Rabil joins Bloomberg Open Interest to explain why he believes housing, medical offices, senior housing, and industrial real estate are entering a 20-year super cycle. He argues supply constraints, aging demographics, and AI-driven efficiencies will create powerful tailwinds, while operational expertise, not just capital, will separate winners from the competition. (Source: Bloomberg)

In a study of analyst recommendations at the major brokerages, for the underlying components of the S&P 500, AMETEK Inc (Symbol: AME) has taken over the #71 spot from Avery Dennison Corp (Symbol: AVY), according to ETF Channel. Below is a chart of AMETEK Inc versus Avery De

The latest tally of analyst opinions from the major brokerage houses shows that among the components of the S&P 500 index, AMETEK is now the #71 analyst pick, moving up by 1 spot. This rank is formed by averaging the analyst opinions for each component from each bro

Hungarian lawmakers unanimously voted to slash their incomes and allowances on Monday, as Prime Minister Péter Magyar seeks to reduce administrative costs. Critics had previously accused Magyar’s predecessor, nationalist premier Viktor Orban, of providing high salaries in an attempt to placate opposition deputies. Magyar, whose party filled with political newcomers won the April 12 elections by a landslide, was among those highly critical of the practice. All 189 representatives present in the...

Key PointsLanigan sold 167,375 shares directly on June 3, 2026, totaling ~$2.42 million based on a weighted average sale price of around $14.43 per share.

德国国债全线下跌，因市场继续关注中东和平前景，油价维持小幅上涨。 货币市场预计欧洲央行周四将加息25个基点，并且年内加息70个基点，与上周持平。 以色列与伊朗的冲突升级一度推动油气价格跃升，但涨幅在美国总统特朗普表示两国“正在寻求”立即停火后收窄。 英国国债全线下跌，交易员加大对英国央行加息的押注，目前预计英国央行年内加息48个基点，高于上周五预计的45个基点。 市场： 德国国债收益率涨2个基点，至3.05%； 德债期货跌20个点，至125.33； 意大利10年期国债收益率涨2个基点，至3.82%； 意大利-德国国债利差变化不大，报77个基点； 法国10年期国债收益率涨2个基点，至3.83%； 10年期英国国债收益率涨3个基点，至4.93%。 责任编辑：丁文武

格隆汇6月8日｜受关税政策提振美国本土产能影响，2026年美国钢材进口量下降30%。

The latest tally of analyst opinions from the major brokerage houses shows that among the 30 stocks making up the Dow Jones Industrial Average, NVIDIA is the #2 analyst pick. NVIDIA is also a top tier analyst pick among the broader S&P 500 index components, claiming the #7

SpaceX在纳斯达克的IPO认购远超预期。

undefined undefined/iStock via Getty Images Since my last Advanced Micro Devices, Inc. ( AMD ) analysis , the stock has gained 30% in price. I think it's fair to say that we are likely near the first peak in the AI multiboom. I decided to exit pure semiconductor names recently, citing overvaluation and speculation. That said, I maintained AI exposure and have applied trailing stops to AI value names that have now turned into speculative excess. I recommend doing something similar if you own semiconductor stocks, and I would be very careful about buying semiconductor stocks right now, as they are de facto presenting extremely overvalued, speculative, and excessive euphoria. There are exceptions, potentially Nvidia ( NVDA ), though it's too correlated to the AI complex to call that for certain. AMD is de facto overvalued. Data by YCharts AMD has a forward P/E non-GAAP ratio of 65 and a TTM P/E GAAP ratio of 155. The only valuation metric that growth and momentum investors have to stand on is the forward PEG ratio, which sits with a -19% discount to the sector. Growth is good, undeniably, but the core concern that makes the valuation tenuous is the durability of this growth. Those bidding up AMD's price are essentially saying, "AI-era hypergrowth compounding will last for decades and arguably be exponential, without interruption or cycles." We know this reasoning is happening en masse because of the massive multiple expansion we are currently witnessing. Perhaps more wisely, you should be expecting multiboom or multiwave growth. In other words, cycles within a supercycle. In reality, only about one year of pricing future EPS growth makes sense. If you understand these dynamics, you can see the future that the market is underwriting. Investors believe that AI semiconductors are creating a new autonomous utopia, and that it will all happen very fast indeed. This is not so different from some of the speculative statements that were witnessed during the dawn of the Interne...

a.k.a． Brands旗下街头品牌Carré日前与 可口可乐 达成合作，共同推出独家足球主题联名系列。该系列将Carré的当代街头美学与可口可乐标志性的全球品牌传统相融合，致敬足球运动的历史性时刻。 联名系列的设计灵感源于足球与街头文化的交汇点，主打单品包括超大网眼球衣、做旧复古图案T恤和帽款，以及赛后运动套装。整个系列以现代手法致敬体育、时尚与文化融合的怀旧记忆，让人 联想 到帕萨迪纳玫瑰碗球场举办的那场经典决赛——足球运动上一次在美国土地上进行的最后一场比赛。 a.k.a． Brands全球品牌负责人表示，团队创造了一个真正致敬足球传承的系列，同时提供了顾客喜爱的街头美学。系列产品线上已通过美国官网和Culture Kings拉斯维加斯旗舰店发售，并将在澳大利亚和新西兰的Culture Kings门店及线上平台正式上架。 为庆祝此次合作，Carré与可口可乐已于5月30日在拉斯维加斯举办了店内活动，将约14000平方英尺的门店打造成充满活力的联名系列体验空间。活动邀请了DJ Drewbyrd现场表演，并提供VIP酒吧体验和足球模拟游戏等互动环节。6月13日，双方还将在洛杉矶好莱坞罗斯福酒店举办Culture Kings夏季启动活动，届时将由Donavan‘s Yard提供现场音乐。 此次联名与2026年FIFA世界杯的足球热潮相呼应，为球迷和时尚爱好者提供了兼具运动精神与潮流态度的穿搭选择。 责任编辑：张俊 SF065

Sir Jeffrey Donaldson has pleaded not guilty to 18 sex abuse charges and his wife, Lady Eleanor Donaldson, denies five charges related to aiding and abetting.

First American Mortgage Solutions公司近日宣布，其ACI Sky™ Workbench平台已获得 房利美 和房地美的正式认证，确认该平台符合统一评估数据集3.6规范的技术要求。这一认证意味着评估师可立即采用该平台准备新一代评估报告，并确保满足即将于2026年11月2日生效的强制合规要求。 UAD 3.6是房利美和房地美自2018年起联合推进的评估数据标准改革的最新成果，旨在以更加结构化、数据优先的报告框架取代传统的静态评估表格，从而提升抵押贷款生态系统中评估数据的一致性、准确性和可用性。新规要求评估数据须符合MISMO v3.6行业标准，并引入全新的统一住宅评估报告格式，适用于所有房产类型和估值方法。 First American贷款部门总裁表示：“UAD 3.6从根本上改变了评估数据的采集、结构和交付方式。ACI Sky Workbench在开发过程中采纳了数百名评估师的反馈意见，打造了一个覆盖从现场勘查到报告提交全流程的一体化云平台。获得房利美和房地美的认证，使评估师能够放心地立即采用Workbench，并使用为新一代评估报告量身定制的平台，同时完全符合UAD 3.6规范。” 通过此次认证，ACI Sky Workbench已正式列入房利美的集成供应商名单和房地美的软件提供商名单。该平台提供一体化云工作流，从物业检查、数据录入到最终报告生成均在同一环境中完成；平台集成了评估任务从现场勘查到报告提交全程所需的工具，并根据评估师的持续反馈不断优化，以提升灵活性、效率和易用性。 根据房利美和房地美联合发布的时间表，2026年1月26日起已进入广泛生产期，贷款机构可自愿提交UAD 3.6格式的评估报告；自2026年11月2日起，所有提交至统一抵押品数据门户的新评估报告将强制执行UAD 3.6标准。随着过渡期限的临近，获得双认证的评估软件将成为行业刚需，目前多款主流评估软件正在陆续接受GSE的合规验证。 责任编辑：张俊 SF065

格隆汇6月8日｜据知情人士透露，SpaceX首次公开募股认购额度已大幅超额，市场对这场有望创下历史纪录的上市交易需求高涨。负责本次IPO的投行预计将在纽约股市周三下午4点收盘后，停止接收机构投资者的认购订单。本次发行共计5.556亿股，每股发行价135美元，募资规模约750亿美元，公司整体估值约1.8万亿美元。

The crypto market faces a hard question this morning. Can a single initial public offering, even one of historic scale, pull enough capital out of digital assets to bend their price action? Bitcoin (CRYPTO:BTC) is trading near $63,800, up 2.8% over the past 24 hours, yet the multi-week chart tells a different story. Despite today’s ... Is the SpaceX IPO Crashing the Crypto Market?

NCR Voyix公司周一宣布，其执行副总裁兼首席财务官Brian Webb-Walsh将出席2026年 RBC 资本市场全球金融科技会议，并发表主题演讲。该会议将于6月9日周二上午9点45分（东部时间）在纽约市举行。 NCR Voyix是一家以平台为驱动力的全球统一商务领导者，专注于为购物和餐饮行业提供数字化商业解决方案。公司业务涵盖零售和餐饮两大板块，提供包括基于API的销售点零售软件平台、硬件终端、自助服务机（含自助结账）、支付处理及商家收单解决方案等全方位服务。 本次演讲的现场网络直播及后续回放将在NCR Voyix投资者关系网站提供。NCR Voyix公司总部位于佐治亚州亚特兰大，业务遍及全球35个国家，通过灵活智能的平台与端到端支付能力相结合，帮助零售商和餐饮企业加速优化运营、提升客户体验并改善业务成果。 责任编辑：张俊 SF065

以色列总理内塔尼亚胡8日发表声明说，在伊朗停止对以色列开火后，以色列暂时停止对伊朗的袭击，但他警告说，如果伊朗恢复袭击以色列，以色列将予以强力回应。（新华社）

国家数据局6月8日发布了《数字中国发展报告（2025年）》全文。报告从发展基础、赋能效应、发展环境三个方面系统总结了2025年数字中国建设重要进展和工作成效，并展望2026年数字中国发展的形势和前景。报告指出，我国算力基础设施建设集聚发展。截至2025年底，全国在用算力设施机架数超过1373万标准机架，建成万卡智算集群42个，智能算力规模达到159万PFlops（FP16），位居全球第二。报告数据显示，截至2025年底，我国网民规模达11.25亿人，互联网普及率达80.1%；用人工智能来解答问题、生成图片视频、作为生活助手的用户规模，分别达4.57亿人、2.88亿人和1.84亿人。生成式人工智能正逐渐融入我国各类群体的日常生活中，中青年、高学历用户是核心群体。在所有生成式人工智能用户中，40岁以下中青年用户占比达74.6%。（新华社）

Key PointsMarvell is emerging as a hot chip stock amid booming investments in AI infrastructure.

据伊朗伊斯兰共和国通讯社8日报道，伊朗民航组织发布航行通告说，伊朗全国各机场所有航班暂停运行，恢复时间另行通知。 通告提醒旅客在主管部门发布恢复正常运行通知前不要前往机场，避免出现拥堵和不必要的混乱。有关航班恢复及后续调整的信息，将通过官方媒体和相关信息平台对外发布。（新华社）

My friends and I were keen to meet regularly, but couldn’t agree on what to read. Then we found an excellent solution There comes a point in every friendship ecosystem when someone suggests starting a book group. It’s a beautiful moment, the platonic modern equivalent of the 1950s “shall we go steady?” It means you want to see one another at least every six weeks, preferably on a fixed day in the calendar, so that when someone tries to pinch that day for another, less interesting thing, you can in perpetuity reply: “I can’t, I have book group.” Since nobody ever disbands a book group, it is adult‑speak for “friends for ever”, which, if you stare at it hard enough, is almost tearjerking. So, anyway, this poignant moment arrived with my newish friends R and S, then immediately hit the road hump that none of us wanted to read a book. Nothing against books, guys, it’s just I am generally reading something weird that I wouldn’t want to impose on you. S suggested a poem group; R nixed that. I said maybe we could read Poems on the Underground while we were on the underground on our way to the poem group. That was nixed, too. Continue reading...

Readers respond to an article on how early intensive rehabilitation after a stroke or head injury is crucial for recovery Rather like Ian Sample himself trying to read Orlando Swayne’s book, I was nervous reading his article, braced for half-digested truths or oversimplifications on neurotherapy ( The doctor who mends broken brains: why there is room for hope after a stroke or head injury, 3 June ). But he paints an accurate picture of the way brains retain neuroplasticity and the reality of the postcode lottery around therapy and rehabilitation services. I am a speech and language therapist specialising in stroke and neurorehabilitation, and I can attest to what he and Dr Swayne state in the article – that sadly, for some people, the damage caused by neurotrauma cannot be recovered from, but for others, the vital neuroplasticity continues for months and, in some people I have seen, years at a time. Continue reading...

Amazon (AMZN) Partners with Corning (GLW) for Multi-Billion Doll GuruFocus