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UGC:吃到AI最大红利,也是对抗AI的最终兵器?

36kr 📅 06/04 19:46 META.O
最近,来自律所机构Taylor Wessing的分析指出,虽然全球游戏业在2025年重回增长轨道,但全行业的繁荣并没有到来,寒气依然没有消减。 2025年,风险投资和私募股权资本对游戏业的投资下降了55%,新内容投资占行业净收入的比例降至七年来的最低点。裁员也在继续,尽管规模小于往年,但2025年仍有9000个工作岗位被裁撤,令四年来的裁员总数达到44000个。尽管玩家支出去年增加了40%,且厂商...

Broadcom AVGO sinks 15 as AI surge spurs margin fears - NAI500

Google 📅 06/04 19:46 AVGO.O
Broadcom AVGO sinks 15 as AI surge spurs margin fears NAI500

Marvell Keep Surging After Nvidia CEO Calls It the Next Trillion-Dollar Company

Yahoo 📅 06/04 19:45 NVDA.O
Jensen Huang has spent the last three years declaring various inflections, factories, and platforms, and the market has spent those same three years front-running every one of them. So when the NVIDIA (NASDAQ:NVDA) CEO reportedly called Marvell Technology (NASDAQ:MRVL) the next trillion-dollar company, traders treated the comment as gospel. Marvell shares have now shot up ... Marvell Keep Surging ...

五洋自控:拟6.81亿元收购东莞市柯斯宇液冷技术有限公司51%股权

同花顺 📅 06/04 19:45
五洋自控公告,公司与东莞市柯斯宇液冷技术有限公司股东时培培、王伟、刘松签署了股权收购协议,拟以现金方式收购柯斯宇51%的股权,交易对价合计为6.81亿元。本次交易不构成《上市公司重大资产重组管理办法》规定的重大资产重组,不构成重组上市,本次交易事项已经公司董事会审议通过。业绩承诺人承诺标的公司在2026年度实现的净利润不低于人民币0.9亿元,2027年度和2028年度实现的合计净利润不低于2.7亿...

Geodrill renews share buyback program for up to 2.38 million shares

Seeking Alpha 📅 06/04 19:45
Geodrill Limited (TSX: GEO) on Thursday said that the Toronto Stock Exchange had approved the renewal of its normal course issuer bid, allowing the company to repurchase up to 2,375,656 ordinary shares over the next 12 months. The share buyback program will begin on June 7, 2026 and expire on June 6, 2027. The maximum number of shares that may be repurchased represents about 5% of the company's is...

Palantir to Become Available on Google Cloud Marketplace Under New Partnership - Moomoo

Google 📅 06/04 19:45 PLTR.O
Palantir to Become Available on Google Cloud Marketplace Under New Partnership Moomoo

Mizuho cuts Veeva Systems stock price target on AI disruption risk

Investing 📅 06/04 19:45

Broadcom, CrowdStrike slump premarket; Orion Energy jumps

Investing 📅 06/04 19:45 AVGO.O

Cantor Fitzgerald raises CrowdStrike stock price target on AI demand

Investing 📅 06/04 19:45

Cantor Fitzgerald reiterates Microsoft stock rating on AI platform evolution

Investing 📅 06/04 19:45 MSFT.O

Mizuho cuts Five Below stock price target to $225 on valuation

Investing 📅 06/04 19:45

Canaccord cuts Veeva Systems stock price target on valuation

Investing 📅 06/04 19:45

Canaccord raises CrowdStrike stock price target to $675 on execution

Investing 📅 06/04 19:45

Mizuho raises Broadcom stock price target to $530 on AI growth

Investing 📅 06/04 19:45 AVGO.O

Mizuho raises CrowdStrike stock price target to $700 on strong guidance

Investing 📅 06/04 19:45

Israel, Lebanon Reach Ceasefire, Broadcom Tests AI Trade, More

Bloomberg 📅 06/04 19:45 AVGO.O
Source: Bloomberg, 0:00

Take-Two's Path to Profitability Is Coming in November

Nasdaq 📅 06/04 19:45
Key PointsWhile the world waits for GTA VI, the company's recurring revenue model is making the business more durable.

Five Below Plunges After Earnings Beat, Warns Consumer Boost From Tax Refunds Is Ending

Zero Hedge 📅 06/04 19:45
Five Below Plunges After Earnings Beat, Warns Consumer Boost From Tax Refunds Is Ending Five Below's core customer base is tweens, teens, and value-conscious households. That makes management's warning on Wednesday's earnings call particularly notable: the retailer is directly exposed to trends in low-end discretionary spending. " We're looking at the world that our customers are living in: with r...

Oracle (ORCL) Has a Cloud-and-Backlog Setup That Looks Bigger Than a Typical Software Multiple Debate - AlphaStreet

Google 📅 06/04 19:44 ORCL.O
Oracle (ORCL) Has a Cloud-and-Backlog Setup That Looks Bigger Than a Typical Software Multiple Debate AlphaStreet

AI制药的两套账本

36kr 📅 06/04 19:44 MSFT.OGOOG.OAMZN.O
今年以来关注AI制药行业的人,会发现一组很有趣的数字: 18.39 VS 150-200 ——这是两家AI制药公司在一二级市场得到的估值,单位是亿美元。这背后是两套完全不同的定价体系。 在一级市场上,Isomorphic Labs拿下了21亿美元融资,刷新了全球 AI 制药领域的单笔融资纪录,也把自身估值提高到约 150亿至200亿美元 。而在二级市场,Recursion最新市值只有 18.39亿...

Economist Shah Says Texas Jobs Data Show Risks, Promise

Bloomberg 📅 06/04 19:44
Sonal Shah, an economist and former chief executive officer of the Texas Tribune, says job growth in the state is picking up in 2026 after a stagnant 2025. But temporary employment accounts for an outsize share of the gains, and the US immigration crackdown is crimping labor supply, she tells Bloomberg's Julie Fine. (Source: Bloomberg)

泰恩康:董事长郑汉杰提议以1亿元-2亿元回购公司股份

同花顺 📅 06/04 19:43
泰恩康公告,公司控股股东、实际控制人、董事长郑汉杰提议以1亿元-2亿元回购公司股份,回购价格上限不高于公司董事会审议通过回购股份决议前三十个交易日公司股票交易均价的150%。

潍坊市动力装备产业链“AI赋能·智造升级”协同发展推进会议召开

同花顺 📅 06/04 19:43
6月4日上午,全市动力装备产业链“AI赋能·智造升级”协同发展推进会议召开。会上,潍柴重机、富源增压器、秋辰机械、潍柴数字科技、市移动公司作了发言,市工信局发布了链上企业智能化改造需求清单,重点企业与人工智能服务商开展了供需对接。会后,与会人员到潍柴重机国家卓越级智能工厂参观调研。(潍坊发布)

Stocks Mostly Down Pre-Bell as Middle East Concerns Persist

Yahoo 📅 06/04 19:43 AVGO.O
US equity markets were mostly pointing lower before the opening bell Thursday as Middle East uncerta

Beijing’s point man on Hong Kong affairs visits Hengqin in push for integration

SCMP 📅 06/04 19:43
Beijing’s top official on Hong Kong and Macau affairs has visited the Hengqin cooperation zone in Zhuhai as part of a drive to help the two special administrative regions align with the nation’s 15th five-year plan. The four-day visit by Xia Baolong, director of the Hong Kong and Macau Affairs Office (HKMAO), was his third trip to the Greater Bay Area this year. During his trip from Monday to Thur...

UK car sales hit post-Covid high as Chinese EV makers gain ground

The Guardian 📅 06/04 19:43
Registrations are up 7% in May, with battery electric vehicles recording the fastest growth and Tesla jumping 45% British car sales rose in May to their strongest level for the month since before the Covid pandemic, driven in part by strong growth from the Chinese manufacturers BYD and Chery. Car registrations rose 7% to 160,662 during the month, according to figures from the Society of Motor Manu...

Futu to halt new positions for mainland China investors from June 12

Investing 📅 06/04 19:43

Stocks making the biggest moves premarket: Broadcom, Micron, Petco, Coinbase and more - CNBC

Google 📅 06/04 19:43 AVGO.O
Stocks making the biggest moves premarket: Broadcom, Micron, Petco, Coinbase and more CNBC

Transatlantique Private Wealth LLC Raises Stock Position in Astera Labs, Inc. $ALAB - MarketBeat

Google 📅 06/04 19:42 ALAB.O
Transatlantique Private Wealth LLC Raises Stock Position in Astera Labs, Inc. $ALAB MarketBeat

UK and France Finalize Postwar Hormuz Mine-Clearing Mission

Bloomberg 📅 06/04 19:42
The UK and France have finalized plans to lead a multinational mine-clearing mission in the Strait of Hormuz within days of an agreement between the US and Iran to reopen the waterway, according to people familiar with the matter. Shipping in one of the world’s most critical trade corridors remains at a near-standstill with the US and the Islamic Republic clashing in the Persian Gulf earlier this ...
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