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On June 5, the head of asset allocation research at Goldman Sachs stated that the recent sell-off in the tech sector, following an increase in speculative positions, is a healthy signal. "This has been a very strong rally, significantly driving up these momentum stocks," said Christian Mueller-Glissman, referring to the rise in leveraged ETFs and options positions. "A bit of consolidation may not be a bad thing." After Broadcom issued a disappointing earnings outlook, Mueller-Glissman warned against generalizing the performance of the highly cyclical tech hardware and semiconductor industry. In his view, the biggest threat to the stock market would be if investors start to question the strong earnings growth that has driven the market up so far this year.

[Goldman Sachs Asset Allocation Research Head Views Recent Tech Stock Decline as Healthy Correction]On June 5, the head of asset allocation research at Goldman Sachs stated that the recent sell-off in the tech sector, following an increase in speculative positions, is a healthy signal. "This has been a very strong rally, significantly driving up these momentum stocks," said Christian Mueller-Glissman, referring to the rise in leveraged ETFs and options positions. "A bit of consolidation may not be a bad thing." After Broadcom issued a disappointing earnings outlook, Mueller-Glissman warned against generalizing the performance of the highly cyclical tech hardware and semiconductor industry. In his view, the biggest threat to the stock market would be if investors start to question the strong earnings growth that has driven the market up so far this year.

Goldman Sachs Asset Allocation Research Head Views Recent Tech Stock Decline as Healthy Correction

On June 5, Rob Arnott, founder of Research Affiliates, stated that mega IPOs from companies like SpaceX, Anthropic PBC, and OpenAI could divert hundreds of billions of dollars from existing stocks, potentially causing a prolonged drag on the broader stock market. This diversion effect may take time to manifest after S&P Dow Jones Indices decided not to quickly incorporate these large new stocks into the index. However, Arnott believes that as these companies gradually increase their weight in the index, their impact will naturally take longer to transmit to other parts of the market. Arnott, a pioneer in smart beta investing, has strategies adopted by institutions such as Pimco and Invesco. He remarked, 'This will disrupt capital markets, and it already is disrupting capital markets.' He is known for his research related to fundamental indexing, which determines index component weights based on metrics like earnings and cash flow.

[Founder of Research Affiliates: Mega IPO Wave May Weigh on U.S. Stock Market for Years]On June 5, Rob Arnott, founder of Research Affiliates, stated that mega IPOs from companies like SpaceX, Anthropic PBC, and OpenAI could divert hundreds of billions of dollars from existing stocks, potentially causing a prolonged drag on the broader stock market. This diversion effect may take time to manifest after S&P Dow Jones Indices decided not to quickly incorporate these large new stocks into the index. However, Arnott believes that as these companies gradually increase their weight in the index, their impact will naturally take longer to transmit to other parts of the market. Arnott, a pioneer in smart beta investing, has strategies adopted by institutions such as Pimco and Invesco. He remarked, 'This will disrupt capital markets, and it already is disrupting capital markets.' He is known for his research related to fundamental indexing, which determines index component weights based on metrics like earnings and cash flow.

Founder of Research Affiliates: Mega IPO Wave May Weigh on U.S. Stock Market for Years

On June 5, Nokia announced the completion of a €500 million senior unsecured notes issuance under its Euro Medium Term Note program. The notes will mature on June 5, 2032, with a fixed annual coupon rate of 3.625%, and have been applied for listing on the regulated market of the Euronext Dublin. Nokia stated that the net proceeds from this issuance will be used for general corporate purposes, including the early repayment of its existing €500 million notes, which have a coupon rate of 3.125% and are set to mature in May 2028, in accordance with the redemption terms.

[Nokia Issues €500 Million Senior Unsecured Notes for Refinancing]On June 5, Nokia announced the completion of a €500 million senior unsecured notes issuance under its Euro Medium Term Note program. The notes will mature on June 5, 2032, with a fixed annual coupon rate of 3.625%, and have been applied for listing on the regulated market of the Euronext Dublin. Nokia stated that the net proceeds from this issuance will be used for general corporate purposes, including the early repayment of its existing €500 million notes, which have a coupon rate of 3.125% and are set to mature in May 2028, in accordance with the redemption terms.

Nokia Issues €500 Million Senior Unsecured Notes for Refinancing

According to monitoring by Beating, Liquid AI has released ShieldFlow, a local privacy data de-identification tool. ShieldFlow supports the local operation of the built-in Liquid Foundation Model, which can automatically identify and mask sensitive data on the device, preventing privacy information from being sent to the cloud. During operation, ShieldFlow does not require GPU computing power and has very low memory usage, allowing it to run offline in real-time on the vast majority of standard personal computers. ShieldFlow was showcased as part of the Foundry Local program at the recent Microsoft Build 2026 Developer Conference. Additionally, at the Taipei International Computer Show (COMPUTEX 2026), ShieldFlow was demonstrated running on AMD laptops. Liquid AI has now opened early access applications for ShieldFlow.

[Liquid AI Launches Local Data De-identification Tool ShieldFlow for Offline Use]According to monitoring by Beating, Liquid AI has released ShieldFlow, a local privacy data de-identification tool. ShieldFlow supports the local operation of the built-in Liquid Foundation Model, which can automatically identify and mask sensitive data on the device, preventing privacy information from being sent to the cloud. During operation, ShieldFlow does not require GPU computing power and has very low memory usage, allowing it to run offline in real-time on the vast majority of standard personal computers. ShieldFlow was showcased as part of the Foundry Local program at the recent Microsoft Build 2026 Developer Conference. Additionally, at the Taipei International Computer Show (COMPUTEX 2026), ShieldFlow was demonstrated running on AMD laptops. Liquid AI has now opened early access applications for ShieldFlow.

Liquid AI Launches Local Data De-identification Tool ShieldFlow for Offline Use

On June 5, according to CCTV International News, U.S. Secretary of State Rubio stated during a congressional hearing on June 3 that in the context of the Russia-Ukraine issue, 'the United States is not a neutral mediator, but is clearly taking sides.' In an interview on June 4, Russian Foreign Minister Lavrov responded to Rubio's remarks, pointing out that former U.S. President Trump had said, 'This is Biden's war,' and that 'if I were president at the time, this war would never have started.' However, now Trump has 'taken over this war' and 'wants the war to continue.'

[Russian Foreign Minister Says Biden's War Has Become Trump's War]On June 5, according to CCTV International News, U.S. Secretary of State Rubio stated during a congressional hearing on June 3 that in the context of the Russia-Ukraine issue, 'the United States is not a neutral mediator, but is clearly taking sides.' In an interview on June 4, Russian Foreign Minister Lavrov responded to Rubio's remarks, pointing out that former U.S. President Trump had said, 'This is Biden's war,' and that 'if I were president at the time, this war would never have started.' However, now Trump has 'taken over this war' and 'wants the war to continue.'

Russian Foreign Minister Says Biden's War Has Become Trump's War

On June 5, Citi raised its price target for Adobe from $253 to $264.

[Citi Raises Adobe Price Target from $253 to $264]On June 5, Citi raised its price target for Adobe from $253 to $264.

Citi Raises Adobe Price Target from $253 to $264

According to monitoring by Dongcha Beating, WeChat Pay is collaborating with the AI agent WorkBuddy to internally test an AI payment feature. This feature combines autonomous ordering by the AI agent with secure user confirmation by introducing a dedicated AI card in the WeChat balance. The internal testing mechanism is currently in the early testing phase within Tencent, marking the first implementation of dedicated funds and transaction confirmation for AI agents on a third-party payment platform. In the AI card interface within WeChat balance, users can transfer funds to and from the card. The spending limit of the AI card is entirely dependent on the balance loaded onto it. During the binding process, users must explicitly authorize and bind a specific AI agent. WeChat Pay indicates on the binding page that the AI card is a payment card exclusively for the AI agent, and even after activation and binding, user confirmation is still required before the AI agent can make payments. The specific transaction process is completed collaboratively by the AI agent and the user. For example, when purchasing Q coins, a test user can express their purchasing needs in the WorkBuddy chat window, and the AI agent will recommend and generate an order. When the order status shows 'in transaction' in the backend, the AI agent will invoke the AI payment tool to generate a confirmation link. After the user clicks the link, the WeChat payment confirmation page will appear on their mobile device, and the user must verify the amount and enter a password to complete the deduction.

[WeChat Pay Tests AI Payment Feature with Dedicated AI Card]According to monitoring by Dongcha Beating, WeChat Pay is collaborating with the AI agent WorkBuddy to internally test an AI payment feature. This feature combines autonomous ordering by the AI agent with secure user confirmation by introducing a dedicated AI card in the WeChat balance. The internal testing mechanism is currently in the early testing phase within Tencent, marking the first implementation of dedicated funds and transaction confirmation for AI agents on a third-party payment platform. In the AI card interface within WeChat balance, users can transfer funds to and from the card. The spending limit of the AI card is entirely dependent on the balance loaded onto it. During the binding process, users must explicitly authorize and bind a specific AI agent. WeChat Pay indicates on the binding page that the AI card is a payment card exclusively for the AI agent, and even after activation and binding, user confirmation is still required before the AI agent can make payments. The specific transaction process is completed collaboratively by the AI agent and the user. For example, when purchasing Q coins, a test user can express their purchasing needs in the WorkBuddy chat window, and the AI agent will recommend and generate an order. When the order status shows 'in transaction' in the backend, the AI agent will invoke the AI payment tool to generate a confirmation link. After the user clicks the link, the WeChat payment confirmation page will appear on their mobile device, and the user must verify the amount and enter a password to complete the deduction.

WeChat Pay Tests AI Payment Feature with Dedicated AI Card

On June 5, Strive CEO Matt Cole stated that the sale of 32 Bitcoins by Strategy is a necessary transformation. 'The goal should be to maximize total returns. Saylor will be net buying Bitcoins every month in the future. Shareholders should be pleased with this, as it helps them achieve better long-term gains.'

[Strive CEO: Selling 32 Bitcoins is a Necessary Transformation]On June 5, Strive CEO Matt Cole stated that the sale of 32 Bitcoins by Strategy is a necessary transformation. 'The goal should be to maximize total returns. Saylor will be net buying Bitcoins every month in the future. Shareholders should be pleased with this, as it helps them achieve better long-term gains.'

Strive CEO: Selling 32 Bitcoins is a Necessary Transformation

On June 5, the China Academy of Information and Communications Technology (CAICT) recently led the submission of two standard proposals, titled "Service Framework for AI in Broadband" and "Service Requirements for AI Agents in Broadband Networks," in collaboration with over ten domestic and international telecom operators, equipment manufacturers, and research institutions, including China Unicom, China Mobile, Vodafone, and Huawei. These proposals were officially approved at the Broadband Forum's Spring 2026 Member Meeting. This marks a significant advancement in the international standardization efforts in the integration of artificial intelligence and broadband networks in China.

[China's CAICT Leads Two International AI Broadband Standards Projects]On June 5, the China Academy of Information and Communications Technology (CAICT) recently led the submission of two standard proposals, titled "Service Framework for AI in Broadband" and "Service Requirements for AI Agents in Broadband Networks," in collaboration with over ten domestic and international telecom operators, equipment manufacturers, and research institutions, including China Unicom, China Mobile, Vodafone, and Huawei. These proposals were officially approved at the Broadband Forum's Spring 2026 Member Meeting. This marks a significant advancement in the international standardization efforts in the integration of artificial intelligence and broadband networks in China.

China's CAICT Leads Two International AI Broadband Standards Projects

火币HTX报道，6月4日，TrendForce集邦咨询最新研究指出，随着英伟达于Computex正式发表RTX Spark平台搭配N1与N1X处理器，AI笔记本市场有望从目前以NPU功能展示为主的阶段，进一步迈向以Agent与本地端模型运算为核心的新发展阶段。RTX Spark平台的意义不仅在于新增Windows on Arm阵营的重要成员，更首次将CUDA生态系延伸至Windows笔记本市场，预估将快速提升AI笔记本渗透率，由2025年的19.3%与2026年的37.5%提升至2029年的84.9%。

【机构：英伟达加入Windows on Arm阵营或推升AI笔记本渗透率达34.2%】火币HTX报道，6月4日，TrendForce集邦咨询最新研究指出，随着英伟达于Computex正式发表RTX Spark平台搭配N1与N1X处理器，AI笔记本市场有望从目前以NPU功能展示为主的阶段，进一步迈向以Agent与本地端模型运算为核心的新发展阶段。RTX Spark平台的意义不仅在于新增Windows on Arm阵营的重要成员，更首次将CUDA生态系延伸至Windows笔记本市场，预估将快速提升AI笔记本渗透率，由2025年的19.3%与2026年的37.5%提升至2029年的84.9%。

机构：英伟达加入Windows on Arm阵营或推升AI笔记本渗透率达34.2%

VVV Surges Over 10x This Year, Is the Base Ecosystem the Last Hope for Crypto AI?

Bitcoin Correction Pushes 580,000 BTC Into Loss Territory

One Article Deconstructs the Investment Methodology of 'Stock God Serenity'

Deconstructing the Investment Methodology of the 'Stock God Serenity' in One Article

Sharplink CEO: Ethereum's Future Is Playing Out Now

Kalshi and Coinbase Receive CFTC Approval, Ushering in the Most Regulation-Friendly Era for the Crypto Industry?

Weekly Token Unlocks: HYPE Unlocks $650M Worth of Tokens

A $300 Used Mining Rig Mined a $230,000 Bitcoin Block

Over $1 Billion in Cryptocurrencies Forced to Liquidate, Bitcoin Plunges 6% Below $67,000

Bulls Approach the Ceiling

Article

Goldman Sachs: SpaceX AI Revenue Expected to Increase 100-Fold by 2030

zest currently trades at 0.266193 USDT, up 78.91% in 24h, according to HTX market data.

机构：英伟达加入Windows on Arm阵营或推升AI笔记本渗透率达34.2%

Penafian：Konten diatas tidak merepresentasikan posisi HTX.，HTX tidak memberikan rekomendasi perdagangan apa pun.。

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