格隆汇6月4日｜据Business Insider，Meta元宇宙部门Reality Labs迎来最新人事调整。自2025年10月起担任Meta元宇宙产品事业群负责人的Gabriel Aul已在今年2月决定退休。该职位由前Epic Games高管Saxs Persson接替。Aul的领英资料显示，他曾以顾问身份短暂留任，并于上月离开Meta。

格隆汇6月4日｜方正证券研报指出，卓胜微高端定制化模组持续放量，前瞻性储备光通信技术。6英寸滤波器晶圆生产线针对特种材料工艺进行平台建设，已具备较为完整的产品生产制造实力。公司以12英寸硅基技术平台生产线为基础，致力于异质材料及特种工艺的能力拓展。公司以前瞻性视野重点投资并构建了射频前端领域先进的封装工艺技术平台。算力中心高速互联领域的光电类核心技术，与射频前端所需工艺存在一定的同源性和共通基础。公司构筑“设计+工艺”双轮驱动的综合研发能力，持续夯实6英寸特种工艺、12英寸异质硅基工艺平台、先进异构集成三大工艺基石，L-PAMiD系列产品进入大规模批量出货阶段，前瞻性储备面向光通信等新兴领域的基础技术底蕴，发展前景广阔。维持“强烈推荐”评级。

Residents are advised to keep windows and doors closed as crews battle the fire in Port Talbot.

Astera Labs just got a boost from Evercore ISI. What to know. MSN

Rolling coverage of the latest economic and financial news SpaceX’s $1.75trn is ‘stratospherically high’, warns Michael Hewson , senior market analyst at iForex , which might put some investors off taking part in the IPO: In what looks set to be one of the most hotly anticipated IPOs in years, SpaceX is set to blast off on 12th June as it looks to raise up to $75bn from investors at $135 a share, which would value the company at an eye-popping $1.75trn. This eye watering valuation looks set to see the business included in the Nasdaq with many questioning how anyone can justify such a stratospheric valuation at this level of fixed price, even before the book building process has started. “We think the company has been significantly overvalued and investors will have opportunities to buy the stock at more attractive levels after the IPO.” 8.30am BST: Eurozone construction PMI for May 9am BST: UK new car sales data for May 9.30am BST: UK construction PMI for May 10.30am BST: US ‘Challenger’ jobs cuts data for May 1.30pm BST: US weekly ‘initial claims’ jobless data Continue reading...

Shutthiphong Chandaeng/iStock via Getty Images Performance Review For the three months ending March 31, 2026, the fund's Retail Class shares returned -2.75%, trailing the -1.17% return of the benchmark MSCI EAFE Index ((Net MA)). Like their domestic counterparts, international developed equity markets faced an uptick in volatility during the first quarter, especially in March, as the U.S. and Israel bombed Iran. However, the fund's benchmark finished with a more modest decline than the S&P 500®, primarily because of stronger performance by broad foreign benchmarks in January and February. This was attributable to more attractive valuations and further broadening of global markets beyond the "Mag 7" U.S. favorites. In particular, there was a large difference in the performance of the information technology sector of the benchmark (-1%) and that of the S&P 500® (-9%). Moreover, tech stocks in the latter index had a large weighting of 33%, on average, and so had a pronounced dampening effect on its overall return. Among the major regions within the benchmark, Asia Pacific ex Japan (+3%) delivered the best return, led by Hong Kong (+6%) and Australia (+4%). The U.K. and Japan (both +2%) also finished the quarter in positive territory. On the other hand, Europe ex U.K. (-4%) posted the weakest return, weighed down by Denmark (-14%), Ireland (-10%) and Germany (-8%), among others. Looking at sectors, energy (+40%) led the pack by a wide margin, aided by a roughly 50% rise in the price of crude oil, as measured by per-barrel Brent North Sea Crude. The next-best showings came from utilities (+11%) and materials (+7%). Notable laggards were consumer discretionary (-15%) and financials (-4%). Avoiding France-based TotalEnergies ( TTE ) (+44%) and the U.K.'s BP (+39%), two integrated energy providers in the benchmark, notably detracted in Q1. Both stocks were lifted by the robust gain in the price of crude oil noted earlier. In February, TotalEnergies reported fourth-quarter e...

騰訊控股(00700)出現大手買入1.2萬股，成交價$457.8，涉資549.36萬 AASTOCKS.com

据行业消息人士周四透露，英伟达CEO黄仁勋将于本周晚些时候访问韩国，与多家大型企业及研究人员举行一系列会议，此举或将为人工智能（AI）和机器人技术领域的更广泛合作铺平道路。 据消息人士称，黄仁勋将于周五下午乘坐私人飞机抵达首尔西部的金浦国际机场，开始为期四天的访问。 在访问期间，黄仁勋预计将与韩国商界高层人士以及游戏产业、人工智能和机器人初创企业、大学研究人员以及学生会面。 周五晚间，他计划前往首尔圣水洞的一家韩式烤肉店，与SK集团会长崔泰源、 现代汽车 集团会长郑义宣、LG集团会长具光谟以及NAVER集团会长李海珍聚餐会晤。 业内人士预计，与会者将讨论英伟达与韩国企业之间在多个潜在合作领域的广泛议题，包括高带宽内存（HBM）、人工智能数据中心、自动驾驶、机器人技术和物理人工智能。 据消息人士透露，黄仁勋周日将会见韩国游戏巨头 NC 集团（NCSoft）首席执行官金泽辰。 虽然会谈议程尚未对外披露，但双方预计将围绕游戏、人工智能领域合作展开磋商。 下周一，黄仁勋还将在首尔与韩国人工智能、机器人赛道初创企业高管举行闭门会议。 这也是已知黄仁勋首度在韩国会晤本土机器人初创企业创始人。 黄仁勋还计划到访首尔国立大学的人工智能研究院与机器人研究中心。 除既定参访行程外，据悉黄仁勋有意和在校大学生面对面交流。 据知情人士透露，黄仁勋还将会见热门游戏“绝地求生”开发商蓝洞（Krafton）的执行董事金秉洙及公司其他高管，但确切会晤日期尚未敲定。 双方大概率将围绕游戏业务合作展开洽谈，议题涵盖英伟达面向高端 Windows 笔记本打造的 RTX Spark 芯片，以及实体人工智能相关合作。 责任编辑：于健 SF069

周四发布的行业数据显示， 特斯拉 5月份连续第四个月位居韩国进口车销量榜首，主要得益于其Model Y车型的强劲销售。 据韩国汽车进口商与分销商协会（KAIDA）统计，上个月新注册的进口乘用车为29860辆，较去年同期增长5.9%。 特斯拉以10866辆的销量位居榜首，自2月以来一直保持第一的位置。 BMW YY> 宝马 上个月销量达6555辆，梅赛德斯-奔驰以3553辆位列第三。比亚迪销量为1032辆，排名第七。 特斯拉Model Y以8762辆的销量成为最畅销进口车型，紧随其后的是宝马5系，销量为2060辆，特斯拉Model 3以1301辆位列第三。 按燃料类型划分，电动汽车占比48.6%，销量达14520辆，其次是混合动力车型占40.4%，汽油车型占10.4%。 责任编辑：于健 SF069

理想汽車－Ｗ(02015)出現大手賣出9.24萬股，成交價$57.0，涉資526.68萬 AASTOCKS.com

理想汽車－Ｗ(02015)出現大手賣出9.24萬股，成交價$57.0，涉資526.68萬 AASTOCKS.com

中芯國際(00981)出現大手買入9.1萬股，成交價$82.05，涉資746.655萬 AASTOCKS.com

Nigeria plans to refinance high-cost debt and raise funds to to help plug its budget deficit, leveraging strong investor confidence amid elevated oil prices fueled by the US-Iran conflict. Finance Minister Taiwo Oyedele spoke to Bloomberg's Jennifer Zabasajja in London. (Source: Bloomberg)

Tesla, Inc. stock (US88160R1014): Flanders FSD testing approval and share price hover around USD 420 AD HOC NEWS

格隆汇6月4日｜韩国综合指数收盘下跌162.11点，跌幅1.84%，报8639.38点。三星电子收跌2.5%，SK海力士收跌2.63%，现代汽车收跌近4%，LG电子收跌超16%。

MSFT down 3.17% on the day, Build 2026 just dropped with a quantum chip announcement, 7 new AI models, MAI-Thinking-1, and a Mayo Clinic partnership that's genuinely mind-blowing. Moomoo

FinkAvenue Smith-Midland ( SMID ) said it received a notice from Nasdaq on May 29 stating that it is not in compliance with listing rule due to the delayed filing of its quarterly report for the quarter ended March 31, 2026. The company attributed the delay to changes in its accounting department following the resignation of a key accounting employee, which disrupted the quarter-end closing and review process. The stock price dropped about 5.5% on Wednesday; YTD shares lost ~18%. More on Smith-Midland Smith-Midland Still Deserves Caution Despite Continued Strong Growth Financial information for Smith-Midland

格隆汇6月4日｜日经225指数收盘下跌931.44点，跌幅1.36%，报67470.69点。

格隆汇6月4日｜花旗将哈里伯顿的目标价从47美元上调至52美元，维持“买入”评级。(格隆汇)

格隆汇6月4日｜瑞士5月CPI年率0.6%，预期0.8%，前值0.60%；月率0.2%，预期0.30%，前值0.30%。

The company said on Wednesday that it plans to list its shares at $135 each. The offering would value SpaceX at around $1.77tn (€1.56tn), making it one of the world's most valuable listed companies and potentially the largest IPO in history.View on euronews

格隆汇6月4日｜浙商证券研报指出，欣旺达限制性股票与股票期权计划落地，开启成长新篇章。将这次2026限制性股票与股票期权激励计划与过往2024和2022年的对比来看，首当其冲的亮点就是本次授予股份数的规模大幅超出以往；此外，过往两次的业绩考核目标主要落地在营收的稳健成长，这次则是聚焦于未来三年归母净利润与扣非归母净利润的持续高增长。在全球化产能布局方面，越南消费类电芯生产基地开工，泰国动力电池生产基地一期项目投产、二期项目筹备同步启动，进一步强化了区域供应链韧性与关键客户的市场响应能力。2026下半年大客户进入全新换机周期、AI端侧落地驱动公司高质量持续成长。预计公司2026-2028年营业收入分别为839亿元、998亿元和1252亿元，对应归母净利润分别为30.24亿元、41.76亿元和53.81亿元，当下市值对应的PE分别为13.73、9.94和7.71倍，维持“买入”评级。

格隆汇6月4日｜瑞典5月核心通胀率涨幅只是略高于分析师预期，这可能有助于缓解政策制定者对伊朗战争潜在后果的担忧。瑞典统计局周四发布的初步数据显示，不包括能源在内的通胀率5月升至0.5%，而前一个月为0%，接近三十年低点。调查分析师所得预测中值为0.3%，而瑞典央行3月份的预测为0.9%。欧洲各地的央行行长都在关注中东战争导致的能源价格上涨是否正在更广泛地推高其经济体的成本。与此同时，由于食品和燃料税削减帮助家庭免受价格飙升的影响，瑞典的通胀率在最近几个月已经回落。瑞典央行表示，预计短期内将维持利率在1.75%不变，同时等待更多有关前景的数据。该行还指出，它认为未来价格压力持续走高的风险仍然存在。