沈哥财运UP

超微电脑公司推出人工智能基础设施产品，扩展数据中心构建模块解决方案（DCBBS）产品线，加深与英伟达、英特尔生态系统合作。
该公司推出围绕英伟达平台的DCBBS蓝图，为客户提供部署人工智能工厂框架；DCBBS产品提供端到端服务；还推出针对英特尔处理器优化的新服务器平台。
周一盘前，SMCI股票涨0.90%至46.51美元，纳斯达克期货涨0.35%，标普500指数期货涨0.29%。该股票处于短期上升趋势，但走势过度，相对强弱指数为78.60，处于超买区域。关键阻力位48.50美元，关键支撑位44.00美元。
2026年8月4日（预计）将公布盈利报告，每股收益预期69美分（同比从41美分上升），营收预期117.3亿美元（同比从57.6亿美元上升），市盈率24.3倍。
分析师给予“持有”评级，平均目标价31.90美元。近期瑞穗证券将目标价上调至36.00美元；巴克莱银行将目标价下调至34.00美元；罗森布拉特证券将目标价上调至40.00美元。声明：市场有风险，投资需谨慎。本文由AI大模型基于公开信息生成，不代表新浪财经观点。文中所有信息、数据及图表仅供参考，不构成任何形式的投资建议或决策依据，相关信息以实际公告为准。如有疑问，请联系：biz@staff.sina.com.cn。

Huang emphasized that 'useful AI' has arrived.
On June 1st, NVIDIA's CEO Jensen Huang, dressed in a sleek black leather jacket, delivered a keynote speech at COMPUTEX 2026 (Taipei International Computer Show). During this nearly 2-hour presentation, Huang proclaimed the arrival of the Agentic AI era, stating that tokens have become the unit of profit and AI is the 'generator' of profit and GDP: 'Computational power equals income, computational power equals profit.'
At the same time, the company officially entered the PC market, unveiling the RTX Spark superchip designed for Windows laptops and small workstations, based on Arm architecture (including the previously leaked chip codenamed 'N1X'), claiming it to be 'the most efficient platform ever.' Huang also mentioned that the Vera CPU, specifically built for AI agents, has entered full production, operating 1.8 times faster than x86 processors and capable of driving diverse workloads across various industries.

In May, major stock indices closed at all-time highs, thanks to strong tech stocks and inflation data coming in below expectations. The geopolitical landscape in June appears calmer due to constructive peace talks between the U.S. and Iran, with WTI futures closing down about 9% this week. A Polymarket contract on June 1 showed an 80% chance of the benchmark index opening higher on Monday and a 20% chance of it going lower.
Market focus has shifted from wartime volatility to corporate and macroeconomic fundamentals. On Monday, Nvidia's CEO Jensen Huang will speak at the Taipei International Computer Show, injecting optimism into the AI and tech sectors.
June has kicked off with bulls in control, as falling oil prices ease pressure on businesses and consumers, while Nvidia's AI showcase boosts market momentum. Palo Alto Networks, CrowdStrike, and Broadcom are set to release earnings later this week, providing support for the tech sector's leadership.

NVIDIA is officially diving into the PC chip market, launching a brand new processor aimed at breaking Intel's monopoly in this space and driving the demand for PC devices adapted to the AI era. NVIDIA's CEO Jensen Huang stated at the Taipei International Computer Show that starting this fall, mainstream PC brands like Dell and Lenovo will roll out laptops and desktops featuring the RTX Spark super chip. This product, co-developed by NVIDIA and MediaTek, integrates the processor and GPU and is capable of running Microsoft's Windows for Arm operating system.

Sila Resources has news that Tesla is pulling back on its intention to terminate the purchase agreement.
Disclaimer: The market is risky, and you should trade cautiously. This article is generated by an AI model based on publicly available info and doesn't represent Sina Finance's views. All info, data, and charts provided here are for reference only and do not constitute any form of investment advice or decision-making basis; actual announcements should be relied upon. If you have questions, please contact: biz@staff.sina.com.cn.

Economic Observer: After eBay's board rejected GameStop's $56 billion acquisition bid, the latter increased its stake in eBay to 7.8%, raising doubts in the market about the feasibility of the takeover.
Recent Events:
Following the rejection of the $56 billion acquisition proposal by eBay's board, GameStop (GME) continues to boost its stake in eBay to 7.8%. This move is interpreted by the market as potentially sparking a proxy battle, adding uncertainty to the company's future development.
Impact of the Event:
The market is generally skeptical about GameStop's debt financing plan of up to $20 billion (with a market cap far below eBay), and eBay's board believes that a merger could jeopardize growth and profitability. This kind of 'snake swallowing an elephant' acquisition uncertainty puts pressure on the stock price.

In April 2024, a company called Humane sold a brooch for $699, plus a $24 monthly subscription. It's called the AI Pin, founded by two ex-Apple employees, claiming to free you from your phone screen and let you take AI on the go, pinned to your chest.
Famous tech blogger MKBHD's review after testing it was: 'The worst product I’ve ever reviewed.' This pretty much reflects the feedback from most users.
In less than a year, Humane flipped the company to HP, the AI Pin has been discontinued, servers are shut down, and along with it, the Rabbit R1 and various neck pendants. At that point, 'AI hardware' became synonymous with 'dumb tax.'

　　AI发展客观需求下，玻璃基板量产预期愈发明确。
　　近日，印度政府宣布，芯片巨头英特尔与3D Glass Solutions(3DGS)将投资约33亿美元（约人民币223亿元），在位于该国东部的奥里萨邦建立一家半导体基板制造厂。
　　据悉，该工厂计划在五到六年内建成，拟建于布巴内斯瓦尔-库尔达地区，将重点生产用于先进封装技术的玻璃基板、高密度互连基板及其他相关半导体技术。印度政府承诺提供数十亿美元的补贴，或将创造超过1800个直接高技能工作岗位。
　　3DGS成立于2005年，是一家美国半导体技术公司，在2014 年后进入半导体先进封装领域，拥有集成无源器件(IPD)、玻璃基板3D封装（3DHI）技术。今年4月，该公司旗下由英特尔参与支持的封装工厂已在布巴内斯瓦尔（印度奥里萨邦的首府）破土动工，达产后预计年产5000万台玻璃基板3D封装单元。
英特尔对玻璃基板的布局并不局限于印度地区。
　　《科创板日报》日前报道显示，英特尔计划改造其位于新墨西哥州的里奥兰乔工厂，将其打造为全球首个玻璃基板量产基地。根据最新进展，公司已在亚利桑那州钱德勒（Chandler）园区建立了玻璃基板试验线，而里奥兰乔工厂凭借预留的扩建空间，将真正引入玻璃基板量产线，用于配套EMIB封装技术。
　　另据ETNews援引业界消息，英特尔目前正面向全球供应链合作伙伴推进大规模“材料、零部件、设备”采购订单，多项供应合同已签订完成。目前投资规模达数万亿韩元，将重点聚焦于扩大EMIB产能以及推进技术升级，包括融入玻璃基板封装方案。
　　放眼全球，巨头们正加速推进玻璃基板量产。
中泰证券指出，台积电CoPoS试验线将于今年启动，并在2028年底实现量产，英伟达或为首批客户；三星电机计划在2027年量产，预计2028年进入快速渗透期。2026年有望成为玻璃基板商业化元年。
东方证券表示，玻璃基板在先进封装领域的应用有望逐步成熟，且可用作HDD的记录介质。由于大容量储存的需求高张，固态硬盘中HAMR技术的占比有望持续提升。HAMR技术在每块磁盘上使用一种新型的介质磁技术，可使数据位变得比过去更小且密度更高，同时保持磁稳定和热稳定。而HAMR技术的高温特性，可能使得耐高温的玻璃基板成为取代传统铝碟片的重要选择。
　　国际半导体产业协会SEMII最新预测，随着人工智能和高性能计算(HPC)需求的增长，玻璃基板的初始生产可能在2028年左右开始。根据该报告，玻璃基板预计将于2028年左右进入早期生产阶段，用于特定的高性能应用，之后才会扩展到更广泛、更复杂的半导体封装结构中。2028年至2040年间，预计玻璃基板市场的复合年增长率(CAGR)将达到67.2%。

Novo Nordisk's Q1 sales surged by 32% when calculated at fixed exchange rates, reaching 96.8 billion Danish crowns, surpassing expectations and raising the performance guidance for 2026. While it hasn't returned to its former glory, the worst-case scenario has been ruled out.
The recent panic led to a significant drop in stock prices, but the Q1 performance exceeding expectations has provided some relief to the market, though confidence hasn't fully bounced back. Novo Nordisk is seeing expanded demand and is defending its product line advantage, but this quarter includes a $4.2 billion clause regarding U.S. government drug pricing, and with Eli Lilly's competing product hitting the market in early April, its unique position as the only oral weight-loss drug in the U.S. is no longer secure. Eli Lilly still holds the lead, with its stock price just 6.5% off its all-time high.

Qualcomm's ex-dividend date is June 4, 2026, with management raising the quarterly dividend from $0.89 to $0.92 per share, resulting in an annualized dividend of $3.68. They also approved a $20 billion stock buyback plan. However, their stock price has fallen over 36% from its 52-week high.
Dividends are increasing alongside stock buybacks, and recent operational performance supports dividend safety. Q2 revenue hit $10.6 billion, with an adjusted EPS of $2.65. They returned $3.7 billion to shareholders, while QCT's automotive business revenue reached a record $1.3 billion, up 38% year-over-year, with an annualized revenue exceeding $5 billion.
The market anticipates a significant drop in earnings for Q1, with EPS expected to be around $1.83, potentially dipping as low as $1.46 in some scenarios, and full-year earnings expectations have been lowered by approximately 15%. However, management suggests that the mobile business may bottom out by Q3 2026, with a potential recovery on the horizon.

(Source: China Business News)
Transferred from: China Business News
The three major U.S. stock indices continue to hit new highs!
On May 29, Eastern Time, the three major U.S. stock indices all closed in the green, continuing to set historical highs. The Dow rose 0.72% to 51,032.46 points, the S&P 500 gained 0.22% to 7,580.06 points, and the Nasdaq increased by 0.2% to 26,972.62 points, all reaching new records.
This week, the S&P 500 index accumulated a gain of 1.43%, marking its ninth consecutive week of increases, the longest winning streak since 2023. In May, the Dow climbed 2.78%, the S&P 500 rose 5.15%, and the Nasdaq surged 8.36%.
Dell Technologies, the AI server producer, saw an astonishing 32.82% surge on Friday, marking its best single-day performance ever. This followed the company reporting its fastest revenue growth since its relisting in 2018. The quarterly revenue skyrocketed nearly 88% year-over-year, with AI server revenue alone soaring 757% year-over-year to $16.1 billion.

Palantir Technologies' stock price surged on Friday, leading the charge in the software sector. With the demand for artificial intelligence heating up, investors are reassessing the growth prospects of this data analytics giant.
This spike wasn't driven by any specific fundamentals from the company, but rather coincided with a collective rebound in the software sector. Peers like Microsoft and Salesforce also saw substantial gains, indicating a clear uptick in market sentiment.
The core logic propelling this rebound is that Wall Street is starting to reevaluate the software industry, especially those companies deeply tied to artificial intelligence. Palantir, with its AI platform, has achieved rapid expansion among both government and commercial clients. The company's recently released Q1 earnings report showed that revenue from its U.S. commercial business grew by over 40% year-over-year, a growth rate that stands out among large-cap software stocks.

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Source: Global Tiger Finance App
On May 29, Yandong Micro pulled back from its highs, but the monthly gains are still locked in at 70%, with a staggering 270% surge over the past 10 months. The biggest winner in this capital feast is its 'brother' BOE, sitting pretty with a floating profit of 5.733 billion yuan from an initial investment of 1 billion yuan.
On May 29, Yandong Micro closed at 72.27 yuan per share, with a daily drop of 7.56%. The company's total market cap has fallen back to 103.174 billion yuan. Just the previous trading day, the stock had hit the ceiling with a 20% gain, closing at 78.18 yuan.

　　5月29日热门中概股涨跌不一，纳斯达克中国金龙指数（HXC）收跌0.48%。
　　上涨个股（按市值从高到低）：台积电涨0.50%，日月光半导体涨3.92%，网易涨0.08%，联电涨1.96%，百度涨1.65%，中国新城农村涨4.08%，满帮涨2.79%，唯品会涨0.48%，万国数据涨3.98%，BOSS直聘涨0.97%，亚朵集团涨0.83%，小马智行涨2.26%，名创优品涨0.80%，奇景光电涨0.82%，微牛涨1.77%，欢聚涨0.73%。
　　下跌个股（按市值从高到低）：阿里巴巴跌1.27%，拼多多跌4.13%，京东跌2.35%，中华电信跌0.48%，携程跌1.53%，贝壳跌1.61%，中通跌1.11%，理想汽车跌1.52%，小鹏汽车跌0.15%，富途控股跌4.82%，腾讯音乐跌1.30%，蔚来跌3.31%，华住酒店集团跌0.53%，慧荣科技跌0.89%，新东方跌1.60%，哔哩哔哩跌1.99%，WSP控股跌1.30%，金山云跌3.81%，禾赛科技跌3.59%，世纪互联跌0.84%。
　　美股周四收高，三大股指均再创历史新高。科技股重新领涨。市场正在权衡有关美国和伊朗谈判代表达成延长停火协议的报道。
　　道指涨24.69点，涨幅为0.05%，报50668.97点；纳指涨242.74点，涨幅为0.91%，报26917.47点；标普500指数涨43.27点，涨幅为0.58%，报7563.63点。
　　领涨中概股列表：
　　领跌中概股列表：
　　（截图来自新浪财经APP 行情-美股-中概股热门板块）下载新浪财经APP

Key Takeaways
The U.S. Commerce Department announced on Thursday that the core Personal Consumption Expenditures (PCE) price index for April rose 0.2% month-over-month and 3.3% year-over-year; the market had previously expected a 0.3% month-over-month increase and a 3.3% year-over-year increase.
While the year-over-year data met expectations, the month-over-month increase showed signs of weakening, which could indicate that last month's price surge is starting to cool off. The Commerce Department also revised down the first quarter Gross Domestic Product (GDP) growth rate to an annualized 1.6%, below the initial estimate of 2%.
The latest price data from Thursday shows that inflation in April continues to exert pressure on consumer spending, and the Fed is likely to keep interest rates steady in the short term until this inflationary wave subsides.

(Source: 巨潮WAVE)
Editor | Yang Xuran
"Long-term homogenized supply will only stifle the innovation drive of merchants."
This statement from Zhao Jiazhen, Executive Director and Co-CEO of Pinduoduo Group, highlights, to some extent, the core contradiction between supply and demand in the current e-commerce sector.
In recent years, the e-commerce sector seems to revolve around price wars, but when you look deeper, the supply is becoming increasingly similar. A plethora of merchants are circling the same pool of demand; what sells well today, and tomorrow, a bunch of similar products flood the market; someone tweaks the color, changes the packaging, and suddenly, we're off to another round of low-price competition.

5月28日，阿里巴巴达摩院?“敏迭”求解器（MindOpt）正式发布GPU版本，充分利用GPU并行加速特性，引入新算法突破“长尾效应”难题。针对约2000个通用算例的测试显示，敏迭可将99%以上的问题类型稳定求解至高精度，更能支持传统上“不可解”的亿级变量线性规划问题。

Source: Securities Daily
Hey, so check it out! Recently, we've seen a steady rise in diabetes cases here in China. Type 2 diabetes is tangled up with issues like being overweight and obesity, making it a major challenge in our efforts to manage chronic diseases. At the national level, they're pushing for comprehensive prevention strategies and health initiatives like the 'Weight Management Year.' The clinical management approach is shifting too; it's not just about monitoring blood sugar levels anymore. Now, there's a greater focus on metabolic benefits, slowing down disease progression, and improving long-term health outcomes.
In this context, figuring out how to intervene more actively and effectively in the early stages of the disease is becoming a hot topic in the endocrinology and metabolism fields. The goal is to help patients hit their blood sugar targets sooner and improve their weight and metabolic status.

Micron Technology's stock price is poised for its best monthly performance since 1987 in May, driven by the extraordinary demand for memory in the AI era.
Author | Huang Junzhi
Micron Technology's stock is on track to achieve its best monthly performance since 1987, but analysts still view it as a value stock, meaning that relative to its current earnings, the stock price is still undervalued.
Recently, the insane demand for memory in the AI era has pumped up Micron Technology's stock price. This past Tuesday, Micron closed up a whopping 19.29%, with its market cap finally breaking the $1 trillion mark, making it one of the 13 trillion-dollar companies currently on the planet. Over the last 12 months, the company's stock price has skyrocketed 8 times.

On Wednesday local time, Amazon announced that Snowflake has committed to purchasing Graviton general-purpose chips and GPUs for AI from AWS over the next five years.
Author |? Zhang Zhen
On Wednesday, Amazon stated that Snowflake has pledged to procure $6 billion (around 406.81 billion RMB) worth of services and technology from AWS over the next five years, including Arm architecture-based Graviton general-purpose chips and GPUs for artificial intelligence.
Word on the street is that this is the biggest investment since Snowflake's inception. Founded in 2012, it’s the largest cloud-native data warehouse and AI data cloud platform in the game. Specifically, their main product bundles data warehousing, data sharing, and AI analytics into one slick online service.