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意大利财政部将在6月11日的拍卖中出售最多40亿欧元的债券。
2026-06-09
意大利财政部将在6月11日的拍卖中出售最多40亿欧元的债券。
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2026-06-08
NVIDIA says SK Telecom will partner to build AI infrastructure and deepen cooperation to deploy GPU clusters, aiming to accelerate AI innovation in South Korea and support semiconductor manufacturing and digital-twin applications.
NVIDIA says SK Telecom will partner to build AI infrastructure and deepen cooperation to deploy GPU clusters, aiming to accelerate AI innovation in South Korea and support semiconductor manufacturing and digital-twin applications.
2026-06-09
BofA Securities urged caution on U.S. equities, saying about 70% of its bear‑market signals have been triggered—on par with historical levels seen near market tops—in a June 5 report from a strategy team led by Savita Subramanian. Seventeen of 20 S&P 500 valuation metrics show statistically significant overvaluation; eight exceed tech‑bubble levels. High‑P/E names have strongly outperformed low‑valuation stocks, which the strategists flag as a sign of excessive speculation. Within tech, the spre
BofA Securities urged caution on U.S. equities, saying about 70% of its bear‑market signals have been triggered—on par with historical levels seen near market tops—in a June 5 report from a strategy team led by Savita Subramanian. Seventeen of 20 S&P 500 valuation metrics show statistically significant overvaluation; eight exceed tech‑bubble levels. High‑P/E names have strongly outperformed low‑valuation stocks, which the strategists flag as a sign of excessive speculation. Within tech, the spread between best and worst quintiles is the widest since February 2000, and the three‑month return gap between the top 10% and bottom 10% of S&P constituents is at its highest post‑pandemic level. Subramanian added that cash‑conversion has stalled, supply of investment‑grade bonds and equity issuance is rising, buybacks as a share of market cap have fallen, and hyperscale cloud firms’ capex is forecast to approach 100% of operating cash flow by year‑end (vs. 40% in 2023).
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