随着市场对美伊战争导致的油价波动作出反应，美国国债抹去跌幅。早前的跌势一度将两年期国债收益率推至2026年新高。 美国盘前，随着中东冲突升级，伊朗和以色列交火，油价上涨，美国国债收益率也随之走高。但随后，随着停火消息传出，美债收益率回落至盘中低点。两年期国债收益率日间下跌约一个基点至4.14%，早前则一度接近4.20%这一2025年2月以来最高水平。 2月底美国袭击伊朗引发的油价飙升，仍然是美国国债收益率的主要驱动因素。油价飙升推高了美国通胀和通胀预期，并令市场普遍预期美联储政策将由低利率转向高利率。 与此同时，美国经济的韧性也令人愈发相信在新任主席凯文·沃什领导下的美联储到2027年中将提高利率。周五公布的5月份就业数据显示就业增长超过所有经济学家的预期，推动美债收益率走高。 交易员已恢复对美联储将在年底前加息25基点，且在2027年有约20%可能性再次加息的押注。在周五的就业数据公布之前，与美联储决策日期挂钩的互换合约价格已充分消化2027年3月加息的预期。 “劳动力市场的韧性使央行更容易捍卫因通胀上升而需要采取的政策收紧，” RBC Capital Markets驻新加坡的亚洲宏观策略总监Abbas Keshvani说道。 高盛 经济学家表示，由于劳动力市场强于预期，他们不再预计美联储今年将降息。此前预期美联储今年将维持利率在3.5%至3.75%区间内不变的法国 巴黎银行 分析师如今预测美联储12月起将加息三次，每次25基点。 摩根大通 预测，10年期国债收益率年底将走高至4.70%。 交易员也押注本周发布的通胀数据将显示消费者价格录得数年来最大涨幅，从而进一步增加美联储加息的理由。 策略师观点：目前报4.57%的美国10年期国债基准收益率本周可能继续走高，除非周三公布的美国CPI数据弱于预期。 责任编辑：丁文武

Intel Stock Jumps As AI Partnerships And Price Targets Rise timothysykes.com

Lululemon stock is down 43% so far this year.

Key PointsLululemon is growing its base in China, but sales in the U.S. continue to decline.

Shawn Williams Allstate ( ALL ) stock slipped 2.2% in Monday midday trading after Keefe, Bruyette & Woods downgraded the P&C insurer's stock to Market Perform from Outperform as its growth in auto policies slows from a peak in February. "It appears that its previously accelerating Y/Y personal auto PIF (policies in force) growth peaked in February, and intensifying personal auto rate competition will probably preclude significant reacceleration," analyst Meyer Shields wrote in a note to clients. He lowered his target price to $242 from $266. The company also said it will stop reporting monthly PIF numbers after its May data, "further suggesting that its successful return to positive PIF growth has mostly run its course," the analyst wrote. Allstate ( ALL ) will continue to report policies in force growth in its quarterly earnings reports. KBW's Market Perform rating on Allstate ( ALL ) aligns with the SA Quant rating of Hold and diverges from the average SA Analyst rating and average Wall Street rating of Buy. More on Allstate Allstate: Market Fears Of An Auto Crash Are Unfounded Allstate: The Turnaround Is Real, But The Story May Not Be Fully Priced In Know When To Hold 'Em And When To Fold 'Em Allstate estimates M/M fall in April catastrophe losses Allstate outlines $4B repurchase authorization as Q1 revenue reaches $16.9B

格隆汇6月8日｜以擅长收购并改造困境软件企业而闻名的意大利科技公司Bending Spoons已正式向美国纽约提交首次公开募股(IPO)申请。根据周一向美国证券交易委员会(SEC)提交的招股书，这家总部位于米兰的公司在2026年第一季度实现了强劲的业绩反转。报告期内，公司营收达到6.01亿美元，实现净利润2750万美元；而在去年同期，其营收为2.59亿美元，净亏损高达1.12亿美元。据知情人士透露，Bending Spoons此次寻求的IPO估值在200亿至220亿美元之间。

Source: Bloomberg, 0:00

格隆汇6月8日｜伊朗议会议长卡利巴夫： 我们打破了纸面停火协议屡遭现场破坏的局面。 只要你们无意真正建立互信，伊朗的回应就会始终如此。

欧盟理事会8日发布公报称，欧盟当天以“威胁中东地区航行自由”的名义，批准对伊朗个人和实体实施制裁。公报称，伊朗伊斯兰革命卫队海军一名指挥官、与伊朗能源出口行业组织有关的一名人士以及伊斯兰革命卫队海军下属一个地方司令部被列入制裁名单。相关制裁措施包括冻结资产，禁止向其提供资金或其他经济资源，禁止相关人员前往或途经欧盟领土等。（新华社）

Apple (AAPL) is kicking off its annual Worldwide Developers Conference on Monday in Cupertino, CA. While investors and iPhone customers will be tuning in this week to hear the newest features for Apple devices, will AI be one of them? Morning Brief Host Julie Hyman and Barron's Investor Circle Newsletter editor Josh Schafer discuss Apple's lack of an "AI problem" as its Big Tech peers rush to adopt the technology.

LAS VEGAS, June 08, 2026--Pegasystems Inc. (NASDAQ: PEGA), the enterprise AI software company for mission-critical work, today at PegaWorld® announced new capabilities that enable enterprises to use their custom-built AI agents to drive essential business processes without sacrificing governance, compliance, or cost controls.

Over the last few years, Nvidia (NASDAQ: NVDA) transformed itself from a niche graphics chip designer into the undisputed king of artificial intelligence (AI) compute. Currently, the company's market capitalization is $5.3 trillion -- making Nvidia the most valuable company in the world . Growth investors are constantly hunting for the next AI candidate capable of delivering Nvidia-style returns. Given shares have already tripled so far this year, some eyes are turning to Marvell Technology (NASDAQ: MRVL) as the next Nvidia. Can Marvell ride the AI infrastructure boom to a similar height as Nvidia? Let's find out. Continue reading

Unusual Options Activity: UNM, AVGO and Others Attract Market Bets, UNM V/OI Ratio Reaches 769.2 Moomoo

Warren Buffett has a great deal to worry about at Berkshire Hathaway (NYSE: BRK-B). Among them is that his net worth has dropped by $5 billion this year to $146 billion, placing him behind Steve Ballmer and Jim Walton, both at $147 billion. He is one of the few people on the Bloomberg Billionaires list ... Will Warren Buffett Return As Berkshire Hathaway’s CEO?

Corning shares jumped Monday after the glass and optic fiber cable maker announced a new multi-billion dollar deal with Amazon.

以色列国防部长在声明中表示，针对伊朗支持的黎巴嫩真主党的任何进一步跨境袭击，以色列将打击贝鲁特的真主党作为报复，回绝了伊朗有关重启导弹袭击以声援黎巴嫩的威胁。 以色列国防部长卡茨表示：“任何试图将黎巴嫩与伊朗袭击以色列联系起来的伊朗行动都将遭到强力回应，就像昨天发生的那样。”他指的是以军此前对黎巴嫩首都贝鲁特发动空袭，该行动随后引发伊朗向以色列目标发射导弹。 卡茨表示，如果真主党袭击以色列北部社区，“将导致对Dahieh的打击”。他所指的是贝鲁特郊区的一处真主党势力据点。 责任编辑：丁文武

Is Micron Technology, Inc. (MU) A Good Stock To Buy Now? Insider Monkey

Is Amazon.com, Inc. (AMZN) A Good Stock To Buy Now? Insider Monkey

格隆汇6月8日｜英国竞争监管机构周一宣布，将对eBay以12亿美元从Etsy手中收购专注于Z世代的时尚转售平台Depop一事展开调查。该交易于今年早些时候宣布，预计将助力Etsy进一步聚焦其核心的手工制品和复古商品市场，以期实现业务扭亏为盈。

Astemo Americas, Inc. (hereafter "Astemo Americas"), is collaborating with NVIDIA as a Hyperion Tier-1 partner developing dual NVIDIA DRIVE AGX Thor electronic control units (ECUs) for automotive OEMs, expanding its role in the NVIDIA DRIVE Hyperion ecosystem and supporting the industry's move from Level-2 to software-defined Level-4-ready vehicles.

Amazon.com (AMZN) agreed to a multibillion-dollar deal with specialty glass maker Corning (GLW) to s

US Steel said investments to upgrade its Mon Valley operations in Pennsylvania could total as much as $2.5 billion, more than double Nippon Steel Corp. ’s minimum commitment as part of its takeover offer for the American company. Nippon Steel, which completed its acquisition of US Steel a year ago, initially committed at least $1 billion to Mon Valley in August 2024. Updated projections now indicate the modernization project could be between $2 billion and $2.5 billion, US Steel said in a Monday statement . The upgraded complex would improve yields, reduce energy consumption and expand the range of products it can supply to automakers and other manufacturers. The investment in an area where founder Andrew Carnegie built his first mill in the 1870s suggests Nippon Steel sees a long-term future for US Steel’s Pittsburgh-area operations despite growing competition from newer mills. “The Nippon Steel and US Steel teams evaluated the facility closely post partnership close, and it resulted in expanded scope of the project and related infrastructure,” a company spokesperson said in response to Bloomberg questions. The project centers on construction of a new hot strip mill at the Edgar Thomson plant in Braddock, replacing an 87-year-old facility at the nearby Irvin plant that would be decommissioned as part of the modernization effort. The expanded investment shows how Nippon Steel’s ownership is reshaping US Steel’s capital spending plans, with the Japanese company betting that a larger-scale modernization program can strengthen the competitiveness of one of America’s oldest steelmaking regions. Nippon Steel Closes Acquisition of US Steel to End 18-Month Saga Nippon Steel Boosts M&A Case With $1.3 Billion Spend at US Mills Nippon Steel Plans $39 Billion Investment Push Over 5 Years

Darren415 The U.S. economy continues to power ahead despite the ongoing conflict in the Middle East. Economist Dario Perkins of TS Lombard wrote in a Monday note that the reacceleration thesis his firm outlined in November is now firmly on track. U.S. data have consistently beaten consensus forecasts, with GDP tracking 3% growth in Q2 and the revival extending to both manufacturing and employment sectors. TS Lombard Several factors are driving the momentum, including the lagged effects of 150 basis points of Federal Reserve easing, fading impacts from Liberation Day tariffs, reduced trade policy uncertainty, tax cuts and rebates implemented from Q1, and continued strong AI-related capital expenditure. The labor market has shown particular resilience, with private payroll gains averaging 170K per month—a figure Perkins describes as robust given the labor force has stopped growing. TS Lombard Perhaps most surprising is how the economy has absorbed the energy ( USO ) ( BNO ) shock. Rather than cutting spending, American households have reduced their savings rate to a new cycle low of 2.6%, effectively smoothing consumption through the turbulence. “This is just consumption-smoothing,” Perkins wrote. “Save less when energy prices surge and save more when they revert lower.” With corporate margins intact and business sentiment holding steady, Perkins notes that energy market conditions would have to deteriorate significantly to derail the current economic momentum. More on the U.S. Economy Inflation Signal With 87% Hit Rate Is Flashing Again Monthly Macro Monitor: Nothing To See Here There's Trouble Brewing In The Treasury Market US2Y hits a fresh 52-week high, extending the sharp 2026 yield rally Volatility markets see little recession risk

波罗的海干散货运价指数续跌，受海岬型船和巴拿马型船运价跌势拖累。波罗的海干散货运价指数较前一交易日下跌65点，或2.18%，报2916点。海岬型船运价指数下跌174点，或3.6%，至4719点。海岬型船日均获利下降1576美元，至39295美元。巴拿马型船运价指数下降18点，至2218点。巴拿马型船日均获利下降155美元，至19966美元。超灵便型散货船运价指数上涨8点，至1596点。灵便型船运价指数上涨1点，报865点。