北水炒D乜｜淨流入46.57億元，買康方生物沽聯想集團 香港經濟日報HKET

北水炒D乜｜淨流入46.57億元，買康方生物沽聯想集團 香港經濟日報HKET

格隆汇6月1日｜有投资者在互动平台向先导智能提问，请问公司在手订单量如何？是否满负荷运行？先导智能回复称，目前公司在手订单储备充足，新签订单如期推进，并持续受益于国内外下游头部客户的扩产需求。公司结合订单情况合理规划排产，各项业务均有序推进。

格隆汇6月1日｜据上交所企业上市服务，本期（5月25日—5月31日）新增9家受理企业，其中上交所主板1家，科创板3家。深交所创业板4家，北交所1家。截至5月31日，今年新增44家受理企业。

格隆汇6月1日｜吉利汽车5月汽车销量237637辆，同比增长1%；5月纯电动汽车销量76633辆。

贝恩公司的最新大型企业全球调查显示，自动化帮助节约的成本总体上未达到预期 图：视觉中国

车桥企业美车轴密歇根工厂负责生产雪佛兰索罗德、GMC 塞拉皮卡的核心零部件 内容速览 美车轴近千名工人即将举行罢工， 通用汽车 皮卡核心零部件生产将陷入停滞。 密歇根州一家汽车零部件供应商的近千名工人计划发起罢工，导致通用汽车旗下中型及全尺寸皮卡的核心零部件生产中断。 美车轴位于密歇根州三河城的工厂，劳资双方就新劳动合同谈判陷入僵局。工人们表示，2008 年经济形势严峻时，为保住工厂运营，他们同意将薪资减半；如今依托通用皮卡热销，美车轴近年利润丰厚，但工人薪资始终未能恢复至当年水平。 全美汽车工人联合会主席肖恩・费恩于周日晚间直播宣布罢工决定：“18 年来，工人们为公司创造了巨额利润，却一直遭受不公对待。他们接受降薪、削减福利，全心投入工作。” 本次罢工自周一凌晨 0 点 01 分正式开始。 费恩补充道：“我们将持续罢工，直到公司正视问题，给予工人应有的尊严与尊重。” 美车轴暂未就此置评。通用汽车发言人表示，公司正密切关注这家供应商的动态，“我们正在评估潜在影响，并与内部团队保持同步沟通。” 该工厂主要为通用旗下重型款 雪佛兰索罗德 、 GMC 塞拉 皮卡，以及中型皮卡 雪佛兰科罗拉多 、 GMC 峡谷 生产车桥，同时还为轻型版索罗德与塞拉皮卡供应桥管部件。 除通用这一主要客户外，该厂也为其他汽配厂商及克莱斯勒帕西菲卡厢式车生产零部件。 此次罢工对通用而言时机颇为不利。目前竞争对手福特受铝材短缺影响，皮卡产能受限，通用本想借此机会抢占市场份额；同时它还要应对斯泰兰蒂斯集团带来的新一轮竞争。汽车行业分析机构汽车情报的数据显示，2026 年该集团旗下公羊皮卡销量同比大涨 23%。皮卡车型是通用利润最高的产品线之一。 通用正计划提升重型索罗德与塞拉皮卡的产量，然而负责配套车桥生产的工人却开启罢工。通用密歇根州弗林特皮卡组装厂计划在 6 月开始实行每周六天工作制。此外，该厂零部件还将供应通用加拿大安大略省奥沙瓦皮卡工厂，该基地同样负责组装重型索罗德皮卡。 拥有 24 年工龄、同时担任全美汽车工人联合会 2093 地方分会谈判委员会主席的乔希・耶格指出，双方劳动合同已于周日到期，公司从今年 1 月起就开始囤积车桥零部件，显然早有应对劳资纠纷的准备。他称，截至周日，通用手中的车桥库存大约可支撑两周生产。 耶格和厂里其他员工一样，在 2008 年经历了薪资腰斩：时薪从 29 美元...

欧盟将提议简化税收领域的规则并扩大豁免范围，这是其最新一项削减官僚负担的举措。 欧盟委员会税收简化方案草案显示，作为欧盟执行机构的欧盟委员会希望通过修改税收规则，每年削减70亿欧元（81.7亿美元）的合规成本。 拟议中的措施包括：扩大预提税豁免范围，纳入更多企业；推出一项面向全欧盟所有企业开放的研发补贴；并对欧盟防务行业的借贷成本给予豁免。 欧盟委员会还主张，对中小企业以及大型企业豁免适用欧盟反避税规则中的部分条款。 这项税收简化提案将于6月24日公布，是欧盟委员会寻求简化多项法规的举措之一。 方案发布后，将由欧盟各成员国对法案进行修改并最终敲定。税收立法须经所有成员国一致同意才能获得通过。 欧盟委员会的一位发言人不予置评。 责任编辑：刘明亮

格隆汇6月1日｜印度煤炭公司5月份的产量减少了近12%，这一情况表明煤炭需求未能跟上供应的步伐，而且高库存状况仍令这家国有矿企感到担忧。该公司在周一提交的文件中称，自4月以来（这段时间里，持续的酷热天气将印度的电力需求推至新高），产量较上年同期下降了近11%，而出口量仅增长了1%。因此，过去一年里，未售出的库存一直保持在1亿吨以上，从而抑制了生产。在需求最为旺盛的几个月里产量下降，这凸显出印度煤炭公司在能源市场多元化进程中所面临的复杂挑战。该公司过去所享有的近乎垄断的地位已因一系列国有及私营生产商的出现而受到削弱，这些生产商正逐渐蚕食其市场份额。

A court has ruled the UK does not need to pay Rwanda after the UK pulled a deal between the two countries.

受中东局势推高能源进口成本影响，巴基斯坦通胀率升至两年新高。 巴基斯坦统计局周一公布数据显示，5月居民消费价格指数（CPI）同比上涨11.7%，低于经济学家调查得出的12.2%预期中值；4月通胀同比涨幅为10.9%。 中东冲突加剧了亚洲各燃油进口国的风险，能源价格走高进一步推升通胀、加剧国际收支压力，迫使各国政策制定者出台应急举措，以稳定本币汇率、缓解经济冲击。 巴基斯坦央行在今年4月上调基准利率，为近三年来首次加息。该行将于6月15日召开下一次利率决议会议。 自战事爆发以来，巴基斯坦已多次上调燃油价格。官方数据显示，目前汽油、柴油价格较战前分别上涨48%、38%。 责任编辑：刘明亮

Source: Bloomberg, 15:24

Michael Burry Calls Nvidia AI Spending ‘Fugazi’ - NVIDIA (NASDAQ:NVDA) Benzinga

Over the weekend, investor Michael Burry questioned the financial plumbing behind the artificial intelligence boom, arguing that complex financing arrangements may be masking how billions of dollars worth of Nvidia Corp (NASDAQ:NVDA) GPUs are funded and held across balance sheets. Michael Burry Calls Nvidia AI Boom ‘Fugazi' Burry, known for predicting the 2008 housing crash, pushed back against optimism around Nvidia after CNBC's Jim Cramer said the chipmaker remained a winner despite the stock

Key PointsOklo is developing small nuclear reactors.

记者获悉，当地时间1日，伊朗情报机构宣布，捣毁一个在伊朗境内活动的6人恐怖分子团伙。该团伙购买武器弹药并制造了炸弹，企图对伊朗安全设施、军事中心等目标发动袭击。该团伙在伊朗南部一个城市被情报部门逮捕。(央视新闻)

格隆汇6月1日｜天津市住房城乡建设委会同市市场监管委组织各区住建和市场监管部门召开专题会议，部署开展房地产交易和中介市场秩序整治工作。按照工作安排，计划利用2个月左右时间，聚焦人民群众反映强烈的难点和痛点问题，加大房地产市场秩序整治力度，打击房地产领域虚假宣传营销、经纪服务违规收费等违法违规行为，切实维护人民群众合法权益。这期间，市住房城乡建设委会同市市场监管委将组织各区完善信息共享、线索移送、联合执法等工作机制，周密部署安排，对涉及违法违规行为依法及时处理，形成有效震慑，推动房地产市场领域矛盾化解提质增效，促进房地产市场平稳健康发展。

Everyone's Arguing About NVDA Direction. I'm Profiting From Both Sides. Moomoo

NVIDIA (NASDAQ: NVDA) has announced a plan to do the unimaginable, particularly going back a year ago. It plans to put AI chips in almost every PC on the market. In the meantime, it could deliver a crushing blow to AMD and Intel (NASDAQ: INTC), which currently dominate this business. The NVIDIA RTX Spark will ... Nvidia Plans To Take Control Of The PC Market

In this article US10Y US2Y US30Y @CL.1 @LCO.1 Follow your favorite stocks CREATE FREE ACCOUNT U.S. Treasury yields rose on Monday after the U.S. and Iran again exchanged military strikes, further clouding the prospects for a deal to end the conflict. The 10-year Treasury yield— the key benchmark for mortgages, auto loans and credit card debt — was up more than 1 basis point in early trade at 4.4729%. Yields on the 2-year Treasury note, which often move in reaction to short-term Federal Reserve rate decisions, were more than 2 basis points higher, at 4.0390%. The 30-year bond yield, meanwhile, held steady at 4.9958%. One basis point equals 0.01%, or 1/100th of 1%, and yields and prices move inversely to one another. Borrowing costs edged higher after U.S. and Iranian air strikes over the weekend, with each side exchanging fire close to the strategically important Strait of Hormuz shipping channel. Bond yields had steadied on Friday as traders closed out the month with an eye on geopolitical developments, amid signs that the U.S. and Iran were nearing a ceasefire extension. But fresh uncertainty over the direction of the conflict pushed oil prices higher on the first day of June. Prices of West Texas Intermediate futures jumped more than 4% to $90.92% early Monday, while Brent crude , the international oil price benchmark, was up 3.6% at $94.37. Later, the Institute for Supply Management will release its latest manufacturing index for May, as investors continue to probe data for signs of rising costs within the U.S. economy. The ISM's manufacturing PMI is expected to come in at 53, according to consensus forecasts, up from April's 52.7 print, which itself was unchanged from March — the highest level since April 2022. Elsewhere, former Federal Reserve chair Jerome Powell warned in a speech that moves by the Trump administration to push the central bank towards lower interest rates risk damaging the public's faith in the institution's independence. Choose CNBC as your p...

海螺水泥公告，2026年 6月 1日，公司通过上海证券交易所交易系统以集中竞价交易方式首次回购 A 股股份 60万股，占公司总股本的比例为 0.0113%，回购最高价格人民币 20.33元/股，回购最低价格人民币 20元/股，已支付的总金额为人民币 1207.94万元（不含交易费用）。

格隆汇6月1日｜有投资者在互动平台向华大九天提问，请问贵公司在存储业务来往有多大？华大九天回复称，公司存储电路设计全流程EDA工具系统，经过头部存储芯片企业的设计和生产验证，已经被大规模应用于存储芯片的设计和制造中。该系统不仅有力支撑了国内存储芯片企业的长期健康发展，也将成为公司的一个重要的业务板块。此外，公司与海外头部存储企业也建立了良好的业务合作关系。

A group of bondholders of La Financiere Atalian SAS is set to take control of the French company as part of a debt restructuring. The facilities-management firm and its controlling shareholder reached an agreement with an ad hoc group of investors holding about 60% of Atalian’s €919 million ($1.1 billion) of notes due in 2028, according to a filing Monday. Under the deal, creditors will convert roughly two-thirds of the group’s liabilities into a majority equity stake in the company, while the remaining debt will be extended to 2031. The investors have also committed up to €140 million of new super-senior financing to refinance existing debt and strengthen liquidity. The restructuring follows a difficult period for Atalian, which has been hit by contract losses that weighed on operating performance last year. Management has launched a transformation plan aimed at improving efficiency, though the benefits have yet to show up in earnings. The creditor group had already provided €50 million of super-senior financing earlier this year to support the company while negotiations were ongoing. Turnaround Plan Atalian is now seeking support from bondholders outside the ad hoc group and aims to complete the transaction by Sept. 30. The company is also seeking to go beyond a balance-sheet fix to achieve a more lasting turnaround. While results are expected to remain under pressure this year due to the carryover effects of last year’s performance, management said it expects to start to see improvements in 2027 as cost savings and operational changes take hold. The deal would also reshape governance. Sophie Pécriaux, wife of founding-family member Franck Julien, currently controls the majority of Atalian’s equity. Following completion of the restructuring, the company is expected to be overseen by a new board made up primarily of independent directors, with Bernard Gault set to become chairman.

National Pension Service Makes New $39.15 Million Investment in Astera Labs, Inc. $ALAB MarketBeat

(RTTNews) - After a weak start, Germany's equity benchmark DAX moved modestly higher Monday morning amid cautious moves by investors. Worries about Middle East tensions and higher crude oil prices weighed on sentiment.