kodda/iStock via Getty Images A ~$1B financing package for Transportadora de Gas del Sur's ( TGS ) massive project planned for Argentina's Vaca Muerta shale formation is being formed by lenders including Citigroup , Banco Santander and J.P. Morgan, Bloomberg reported Wednesday. The financing would help support the $3B NGL Project, one of the largest private-sector energy infrastructure developments underway in Argentina and expected by TGS ( TGS ) to generate ~$1.2B in annual exports once operational. The natural gas liquids project includes new gas processing facilities at an existing plant in Tratayen, near the Vaca Muerta shale basin, a 573-km pipeline to Bahía Blanca on Argentina's Atlantic coast, and export facilities. The project is a key buildout for Vaca Muerta because it would provide oil drillers with an outlet for the associated gas that comes out of the desert rock when they produce crude, helping to mitigate infrastructure bottlenecks that have plagued development. TGS ( TGS ) has said it plans to seek incentives under Argentina President Milei's RIGI investment regime, which offers tax and foreign exchange advantages for large projects. More on Transportadora de Gas del Sur Transportadora de Gas del Sur Q1 2026 Earnings Call Transcript Seeking Alpha’s Quant Rating on Transportadora de Gas del Sur

Good morning. Figures on Wednesday confirmed some clear economic and social trends. First, data-center investments in Australia are so prevalent they’re now cushioning a sharply slowing economy . Second, the explosion of illegal tobacco has led to a surge in domestic nicotine consumption . There are better signs for borrowers, with investors increasingly betting a cycle of interest-rate hikes is nearing an end . Overseas, SpaceX wants to raise $75 billion in a record IPO, the US and Iran clashed again overnight and President Donald Trump is trying to rebuild his tariff wall. — Angus Whitley, Global Business Reporter What’s happening now Australia’s economy decelerated last quarter, propped up by a massive surge in investment into data centers that helped cushion the early impact of higher fuel costs and rising interest rates. The central bank is likely to scrutinize the report ahead of its mid-June meeting to decide whether it has tightened policy enough to put inflation back on track. Investors are increasingly betting the Reserve Bank of Australia’s interest-rate hikes are nearing an end . Buyers on Wednesday sought more than four times the A$1 billion ($716 million) of Australian government bonds maturing in November 2033 that were on offer, suggesting growing confidence that the central bank is close to ending its tightening cycle. Nicotine consumption has surged in Australia as a result of a rapid rise in the sale of illegal tobacco products, undermining strict government measures such as high taxes and plain packaging that are designed to eradicate smoking. Some experts argue the draconian measures have fueled the black market for tobacco by driving smokers to buy cheaper products from illicit sources. One of Australia’s largest pension funds is snapping up completed apartment blocks rather than backing new developments. The pivot by Aware Super — which manages A$235 billion — reflects a broader shift in real estate markets globally, where elevated borrowing c...

AVGO stock drops after-hours after Q3 revenue outlook fails to impress MSN

“人工智能（AI）交易正重塑全球股市格局。”《华尔街日报》2日以此为题报道称，最近几周AI相关股票的强劲表现提振了美国市场，但要真正了解这场AI行情的规模，需要看看韩国：一段时间以来，三星电子和SK海力士股价大涨，带动韩国股市市值飙升。彭博社汇编数据显示，截至6月1日，今年在韩上市公司总市值飙升了86%，达到5万亿美元。韩国股市目前已跃升至全球第六大市值市场，超越印度。 据报道，三星电子和SK海力士，是韩国股市上涨的主要推手，它们凭借在AI存储芯片领域的主导地位，推动韩国KOSPI指数在2026年上涨了逾100%，总市值今年已陆续超过了加拿大、德国、英国和法国。具体来看，三星电子今年迄今上涨约191%，SK海力士涨幅更是高达263%。这两家巨头市值近期均已突破1万亿美元大关。(环球网)

It's rolling out a promising new product worldwide.

Key PointsMeta Business Agent is now widely available to enterprises with a presence on the company's platforms.

JHVEPhoto/iStock Editorial via Getty Images Yesterday, Nvidia's ( NVDA ) CEO - Jensen Huang - mentioned that Marvell ( MRVL ) could become a $1 trillion company . Over the last 5 days, Marvell is up 52%. Broadcom Inc. ( AVGO ) is not exactly the same as Marvell; there are important differences, such as a good portion of revenue being tied to software, but both compete in some industries, such as certain parts of chips and ASICs (application-specific integrated circuits, or in a simplified way, custom chips). But while Marvell rose substantially over the last 5 days, AVGO is up "only" ~15%. So it is something that seems a bit strange at first glance. Broadcom is larger than Marvell, with large partnerships such as Alphabet's ( GOOGL , GOOG ) TPU, and still has prospects to grow at the same pace or even faster than Marvell next year. In other words, either the market is too excited (and should either be less excited about Marvell or more excited about Broadcom) or there is some other reason, such as the market pricing that Marvell may perhaps take some market share from Broadcom. I think part of the explanation lies in the fact that Broadcom is already a $2.2 trillion company, while Marvell is a ~$250 billion company. By the way, I would like to have a discussion and try to answer by the end of the article: Until a few years ago, it seemed difficult to be a $1 trillion company; it required massive revenue, extraordinary margins, and a lot of predictability in revenue to the point that the market would accept paying a premium. Examples: Microsoft ( MSFT ) and Apple ( AAPL ). Now, it seems that several companies, even with revenue substantially lower than these, can reach $1 trillion or $2 trillion. And note, I am not saying that Broadcom is a bad company, but is it really a company that deserves a $2.2 trillion market cap (even after the considerable 12% post-earnings drop), or is the market too excited? Of course, since this is an earnings review, I will also analyze ...

JHVEPhoto/iStock Editorial via Getty Images Yesterday, Nvidia's ( NVDA ) CEO - Jensen Huang - mentioned that Marvell ( MRVL ) could become a $1 trillion company . Over the last 5 days, Marvell is up 52%. Broadcom Inc. ( AVGO ) is not exactly the same as Marvell; there are important differences, such as a good portion of revenue being tied to software, but both compete in some industries, such as certain parts of chips and ASICs (application-specific integrated circuits, or in a simplified way, custom chips). But while Marvell rose substantially over the last 5 days, AVGO is up "only" ~15%. So it is something that seems a bit strange at first glance. Broadcom is larger than Marvell, with large partnerships such as Alphabet's ( GOOGL , GOOG ) TPU, and still has prospects to grow at the same pace or even faster than Marvell next year. In other words, either the market is too excited (and should either be less excited about Marvell or more excited about Broadcom) or there is some other reason, such as the market pricing that Marvell may perhaps take some market share from Broadcom. I think part of the explanation lies in the fact that Broadcom is already a $2.2 trillion company, while Marvell is a ~$250 billion company. By the way, I would like to have a discussion and try to answer by the end of the article: Until a few years ago, it seemed difficult to be a $1 trillion company; it required massive revenue, extraordinary margins, and a lot of predictability in revenue to the point that the market would accept paying a premium. Examples: Microsoft ( MSFT ) and Apple ( AAPL ). Now, it seems that several companies, even with revenue substantially lower than these, can reach $1 trillion or $2 trillion. And note, I am not saying that Broadcom is a bad company, but is it really a company that deserves a $2.2 trillion market cap (even after the considerable 12% post-earnings drop), or is the market too excited? Of course, since this is an earnings review, I will also analyze ...

《诸病源候论·小儿杂病诸候·痫候》：「其发之状或口眼相引而目睛上摇，或手足掣疯，或背疹强直，或颈项反折。」 脑痫是大脑神经元突发性异常发电，导致的短暂性功能障碍。 基督教联合那打素社康服务注册中医师张浪说：「普遍人认为典型的脑痫的发作，他也突然意识不清楚，昏倒在地、抽搐、牙关紧闭，发作的时间通常是一至三分钟，我们称为强直阵挛发作；没有动作的发作，我们称为失神发作，最典型的发作，这突然间放空、发呆，然后翻白眼，眼睛上视，嘴唇有时候有的颤动。」 任何年纪的人都有机会脑痫发作，但以初生婴儿、儿童、长者的风险较高。 张浪称：「一种主要的原因就是遗传引起的，先天性因素引起的脑痫，这个还有一些症状性的脑痫，譬如说脑部的损伤，脑外伤、车祸、中风，然后发高热、高烧，损伤到大脑、病毒的感染，甚至有了寄生虫，都会影响到脑部的功能。」 中医认为脑痫发病，涉及心、肝、脾、肾四个脏腑，并把脑痫分类为惊痫、风痫、瘀痫和痰痫等，当中以痰痫是临床上常见的一种脑痫发作。 张浪指出：「脑痫的主要根本内在的因素是身体里面有痰，痰导致蒙蔽脑窍，所以引起了脑痫发作，我们主要用‘涤痰汤’来做治疗。有橘红、半夏、石菖蒲、远志、枳实和竹茹。这个来化痰、清痰、涤痰，来让大脑的功能恢复正常，我们称为开窍。」 另外亦可以采用针灸疗法，改善大脑供血及异常放电的情况。 张浪表示：「常常会选用百会穴，然后人中穴，也称为水沟，我们颈后面有一个风池穴，在身体的部位我们常选用合谷穴，还有一个内关穴，然后脚上的穴位我们常常选用足三里、丰隆穴。」 另外，医师推荐一款「六君子汤」，有助健脾，预防脑痫发作。 材料： 太子参 15克 白术 10克 茯苓 10克 姜半夏 9克 陈皮 6克 石菖蒲 10克 远志 9克 山药 15克 煮法：可用作煲汤或煲粥饮用。 点击观看节目重温

Shares of ASML (NASDAQ: ASML) were on the move last month as the maker of extreme ultraviolet lithography (EUV) equipment rode a bullish wave in the semiconductor industry , as most sector stocks posted double-digit gains. There wasn't much news out on the Dutch semicap company, but it signed a new customer, and the tailwinds in the sector helped propel it up 13%, according to data from S&P Global Market Intelligence . As the chart below shows, the stock was volatile last week, but managed to finish with solid gains by the end of the month. Continue reading

AI算力需求日益增长，加上新能源汽车、储能产业持续高景气，铜箔产业正迎来新一轮景气上行周期。记者近日采访获悉，多家铜箔企业的高端PCB铜箔和锂电铜箔均满产满销，且两类产品价格均有不同程度的上涨。 据了解，铜箔行业刚走出上一轮下行周期，行业整体扩产意愿较为谨慎。与此同时，受技术门槛、扩产壁垒及资本开支等影响，高端铜箔扩产存在较高瓶颈。业内人士对记者分析称，由于扩产速度不及需求增速，高端铜箔供求错配、价格上涨的情况或进一步催化。（上证报）

央行公开市场再现“零操作”。6月3日，央行7天期逆回购操作量降至零，由于当日有1776亿元逆回购到期，公开市场实现净回笼1776亿元。多位机构人士认为，央行公开市场逆回购操作量为零，并不意味着货币政策转向，而是跨月扰动消退后，央行根据一级交易商需求进行的技术性回笼。当前资金面仍处于偏宽松状态，存单利率低位运行，6月资金面大幅收紧的概率不大。（上证报）

近期，科技板块走势强劲，推动科技主题基金净值上涨，并吸引大量资金流入。在这种情况下，不少相关绩优基金发布“限购令”，防止短线资金追高买入。从基金经理最新观点看，AI产业仍处于资本开支投入阶段，科技巨头的算力基础设施投资是当前主线，依然看好科技板块后市机会，但在近期涨幅较大的背景下，应关注短期调整的风险。（上证报）

△韩国首尔（资料图） 据韩国方面4日消息，根据初步开票结果，韩国执政党共同民主党在3日举行的第九届地方选举中锁定胜局，赢得多数道、市、郡、区等各级政府的行政长官职位。 消息称，截至4日凌晨，在本次选出的16个道知事和广域市市长职位中， 共同民主党已在京畿道、仁川等13地取得胜利或保持领先 ，而最大在野党国民力量党预计仅能拿下大邱、庆尚北道和庆尚南道三地。 在14个席位的国会议员补选中，共同民主党候选人也在大多数选区领先。 这次地方选举是在李在明政府成立一年之际举行的首次全国性选举。韩国方面消息指出，随着这次大胜，在掌握立法权和行政权后，执政党将进一步掌握地方权力，在执政第二年获得更强劲的施政动力。 韩国地方选举为每四年一次，选出道、特别市、广域市和市、郡、区自治政府的领导人，以及各级地方自治区域的教育监、教育议员和地方议会议员。 责任编辑：丁文武

△伊朗外交部长阿拉格齐（资料图） 据伊朗方面3日消息，伊朗外交部长阿拉格齐近日重申对黎巴嫩的支持，称 如果以色列继续侵略黎巴嫩首都贝鲁特，伊朗武装部队将重新开战并打击以色列境内目标 。 阿拉格齐说，伊朗已明确告知美国，如果以色列对贝鲁特发动军事行动，将被视为停火全面破裂，伊方“绝不容忍”，伊朗武装部队将作出回应。 他表示，除向美方传递相关信息外，伊朗也已告知地区伙伴，由于以色列的行动，战争或将再次爆发。他说，在地区国家共同施压下，相关军事行动最终被阻止，避免局势进一步升级。 谈及伊美谈判进程，阿拉格齐表示， 与美方的沟通并未中断，但没有任何实质性进展 。重返谈判桌的条件是保障伊朗民族权益、结束黎巴嫩战事并停止地区紧张局势。他说，“美国已在近期冲突中充分认识到伊朗的能力与影响力”。 伊朗伊斯兰议会议长、伊美谈判伊方代表团团长卡利巴夫1日在与黎巴嫩议会议长纳比·贝里通话时表示，如果以色列对黎巴嫩相关军事行动继续进行，伊朗不仅会停止当前谈判进程，还将“站出来对抗以色列”。 责任编辑：丁文武

6月伊始，工商银行、民生银行等多家银行便在手机App个人养老金专区增设了储蓄国债购买入口。 根据财政部、中国人民银行去年联合发布的《关于储蓄国债（电子式）纳入个人养老金产品范围有关事宜的通知》，开办机构应当自2026年6月起，为在该机构开立个人养老金资金账户的养老金投资者，提供购买储蓄国债（电子式）的相关服务。 记者了解到，长期以来，我国个人养老金产品池涵盖存款、理财、基金、保险四大品类，均存在不同程度的风险敞口或额度约束，缺少无风险、收益确定且由国家信用背书的标准化资产，难以适配低风险偏好群体的养老投资需求。 “储蓄国债纳入个人养老金产品池，实质性地完成了养老第三支柱风险谱系的最后一块‘拼图’，构建起从零风险到高风险的完整投资光谱，是个人养老金制度走向成熟的标志性举措。”南开大学金融学教授田利辉对记者表示。（上证报）

Three options-overlay ETFs are quietly paying double-digit annual distribution rates on a monthly (or weekly) schedule, and most income investors have never touched them. YieldMax Ultra Option Income Strategy ETF (NYSEARCA:ULTY) is throwing off roughly 50% annualized through weekly checks. NEOS Nasdaq-100 High Income ETF (NASDAQ:QQQI) and NEOS S&P 500 High Income ETF (CBOE:SPYI) sit ... Most Income Investors Have Never Heard of These 3 ETFs Paying Over 10 Percent Monthly

A “dispersion trade” is being fueled by rising volatility for individual stocks while index volatility is falling — suggesting the risks of a selloff are rising

6月2日，邮储银行发行规模为200亿元的永续债；6月3日，兴业银行发行规模为300亿元的二级资本债；本周内，还有两只、规模总计500亿元的商业银行二永债计划发行……步入6月，二永债发行热度延续。 专家表示，二永债6月延续发行热潮，是低利率融资窗口、政策“补血”赋能等多重因素共振的结果。在流动性宽松延续、市场仍保持对二永债较高需求下，二季度二永债配置价值显现。（中证报）

House Passes Dem Resolution to Block U.S. Military Action Against Iran In Narrow Vote The U.S. House of Representatives passed a resolution on June 3 directing the withdrawal of U.S. troops from armed hostilities with Iran, in a closely divided 215–208 vote. Four Republicans joined Democrats in supporting the measure, which invokes the 1973 War Powers Resolution to require President Donald Trump to either end the operations or seek explicit congressional approval to continue them. The resolution comes amid ongoing tensions in the region. Although Washington and Tehran announced a ceasefire on April 7, U.S. forces have enforced an armed blockade of Iranian ports, leading to several exchanges of fire. On June 2, U.S. forces struck an oil tanker, prompting Iranian missile and drone attacks on U.S. positions in Kuwait and Bahrain. Mixed Reactions and Political Context House Speaker Mike Johnson (R-La.) argued that the timing of the resolution was problematic, as it could interfere with President Trump’s ongoing efforts to negotiate a lasting peace agreement with Iran. “The president is now in the process of concluding a peace agreement, and we have to allow him the latitude to do that,” Johnson said. “ I think a war powers resolution right now is very untimely .” In contrast, Rep. Rosa DeLauro (D-Conn.) said Congress should have acted sooner to pull back U.S. forces. She expressed hope that more Republicans would support the measure, stating, “I’m hoping that they will see the light.” This marks the second attempt in recent weeks. A similar resolution failed on May 14 in a 212–212 tie. Republican leadership had previously postponed a scheduled May 21 vote. The measure now moves to the Senate, where passage is uncertain, and it would likely face a veto from President Trump if approved. The vote reflects deepening divisions in Congress over the scope and authorization of U.S. military involvement in the Iran conflict, which began escalating in late February. Supporters of...

2026年第二季度，A股市场频现算力大单，十亿级、百亿级大额协议与长期合同成为市场主流，且不乏新能源、文娱等传统行业上市公司跨界进入算力赛道。算力项目批量落地、跨界企业集中入局的背后，是产业生态、市场需求、顶层政策的多重共振。当前国内算力行业已摆脱概念炒作，迈入规模化落地、规范化发展的质变阶段，行业格局加速分层迭代，高质量发展特征愈发凸显。 (上证报)

Source: Bloomberg, 9:37

(RTTNews) - Meta Platforms Inc. (META) is scaling back its plans to keep tabs on employees' computer activity following some serious pushback from within the company regarding a program aimed at gathering workplace data for AI training.

Details of his final moments were captured by CCTV, bodycam footage, and the 999 call made to police by Vickrum Digwa's brother.

Shares of social network operator Meta Platforms (NASDAQ:META) jumped 3.2% in the morning session after sentiment improved following an enterprise AI product launch, and an analyst upgrade.