Nvidia "重新定义"芯片延伸软件反弹，Arm、IBM、惠普联袂大涨

Arm, IBM and Hewlett Packard soar as Nvidia chip 'reinvention' extends software rally

Shares in software compares surged ahead of Monday's opening bell.

美债收益率小幅走高，因美伊在霍尔木兹海峡附近交火

Treasury yields edge higher as U.S. and Iran exchange strikes

Treasury yields rose Monday after the U.S. and Iran exchanged fire near the Strait of Hormuz.

零售Q1"惊人强劲"背后的真相：税收优惠退潮与消费韧性测试

Retail had a 'surprisingly robust' first quarter, but the real test is ahead as tax refunds dry up

The retail industry saw strong first-quarter sales and profits, but high tax refunds and buy now, pay later helped mask…

鲍威尔警告特朗普的政治"压力测试"将损害央行公信力

Fed's Powell warns Trump's political 'stress test' will wreck public trust in central bank

Jerome Powell said White House pressure on the Fed will damage public trust in the U.S. central bank.

高盛称日本涨势在 TOPIX 破纪录后仍有运行空间

Goldman Sachs says Japan rally still has legs after record TOPIX run

Japanese stocks still have room to run even after this year's blistering rally, according to Goldman Sachs.

特朗普批评"叽叽喳喳"的批评者——美伊和平谈判陷入僵局，中东局势再度紧张

Trump hits out at ‘chirping’ critics as Iran peace talks enter new month at impasse

Trump's Truth Social post comes as air strikes between the U.S. and Iran resumed over the weekend.

英伟达携Arm架构芯片进军PC市场——对冲基金视角下的半导体格局重估

Nvidia jumps into PCs with new Arm-based chip debuting in laptops from Microsoft, Dell, HP

Nvidia CEO Jensen Huang unveiled a long-awaited Arm-based PC chip, breaking into PCs for the first time on new laptops b…

Nvidia选择中国初创企业Unitree作为仿人机器人平台：中国AI生态扩张的战术信号

Nvidia picks Unitree for humanoid robot platform as Chinese startup eyes IPO

The U.S. chipmaker's first publicly available humanoid robotics system will use humanoids from Chinese startup Unitree.

英伟达投资的AI公司宣布伦敦大规模扩张计划

Nvidia-backed $5 billion AI company tells CNBC it's launching major expansion in London

Runway follows U.S. AI giants including Anthropic and OpenAI in announcing big London growth plans.

中国5月私营制造业PMI超预期，但官方数据仍疲软——经济复苏非均衡性创造跨资产套利窗口

China’s factory activity beats forecasts in May, private survey shows, despite softer official data

以色列扩大黎巴嫩军事行动致油价飙升2%，动摇停火希望

Oil jumps 2% as Israel expands Lebanon offensive, rattling ceasefire hopes

Oil prices surged on Monday after Israel instructed troops to push deeper into Lebanon amid renewed clashes with the Ira…

巴菲特继任者Abel首个重大战略：68亿美元收购Taylor Morrison的宏观交易信号拆解

Berkshire Hathaway makes $6.8 billion housing bet with Taylor Morrison deal

The acquisition marks one of the first major strategic deals under Warren Buffett's successor Greg Abel, who took over a…

亚太市场开盘涨跌互现：特朗普对伊朗协议态度暧昧，地缘风险溢价持续困扰能源市场

Asia-Pacific markets set to open mixed as Trump signals no rush on Iran agreement

Asia-Pacific markets were set to open mixed on Monday as investors monitored lingering uncertainty around U.S.-Iran nego…

泰国啤酒帝国女继承人的领导力宣言：缺乏交易催化剂的家族传承叙事

The daughter of Thailand's beer billionaire says she never doubted women belonged at the top

Thapanee Techajareonvikul reflects on family, succession and leadership inside the billionaire empire behind Chang beer,…

日本国债收益率创40年新高——预算压力与首相Takaichi的"红色警报"令市场神经紧绷

Japanese bond yields are the highest in 40 years. The budget and a 'red flag' from PM Takaichi have markets nervous

Japanese bond yields have reached the highest levels in 40 years. The budget and a `red flag' from Prime Minister Takaic…

标普500指数在历史高位附近横盘，6月首个交易日夜盘期货走势平稳：实时动态追踪

Stock futures are flat in overnight trading as June trading begins near record highs: Live updates

Stocks wrapped up a strong May, with all three major indexes posting solid gains.

伯克希尔哈撒韦以85亿美元收购美国住宅建筑商Taylor Morrison：并购套利与跨资产传导分析

Berkshire Hathaway to buy U.S. homebuilder Taylor Morrison for $8.5 billion

The offer represents a premium of about 24% to Taylor Morrison's closing stock price of $58.50 on Friday.

美国采取行动阻止英伟达AI芯片向中企境外子公司发货

U.S. takes step to halt Nvidia AI chip shipments to Chinese firms outside China

The unexpected guidance suggests that the U.S.'s best AI chips may have been making their way to the subsidiaries of Chi…

SpaceX、OpenAI与Anthropic的IPO实战指南——包括我最想买入的那一只

My guide to the IPOs of SpaceX, OpenAI and Anthropic — including the one I really want to buy

These three expected deals will define 2026 and maybe even 2027. Here's my advice on how to play them.

美伊未达成停火协议——特朗普称"不急于"达成并威胁军事行动的地缘风险分析

U.S. and Iran still without deal to end war after Trump says he's not in a 'hurry'

Trump threatened further military action if negotiations break down and the U.S. does not receive the concessions from I…

前巴克莱CEO Jes Staley同意于7月23日就Jeffrey Epstein问题接受监督小组采访

Former Barclays CEO Jes Staley agrees to July 23 interview about Jeffrey Epstein by Oversight panel

Microsoft co-founder Bill Gates is scheduled to be interviewed about his relationship to the sex offender Jeffrey Epstei…