国会通过债务协议前景仍不确定，三大美股指午盘均曾转跌。纳指连日收创九个月新高。英伟达一度涨超 7%。AI 概念股 C3.ai 涨 33%。美国债务协议达成后，6 月 6 日到期美债收益率继续回落，较上周高位回落 18 个基点。日本官员称有必要时采取行动后，一再创半年新低的日元反弹，美元指数跌落两月高位；曾逼近 7.11 的离岸人民币一度转涨。美油三周多来首次收盘跌穿 70 美元，盘中曾跌 5%。工业金属多数回落，伦铜跌落一周高位。黄金盘中转涨至一周高位。

道指回落，AI 继续燃爆力挺纳指，英伟达市值盘中破万亿大关，原油跌超 4%

May 30 (Reuters) - A Fidelity fund has marked down the value of its stake in Twitter for the third time since Elon Musk’s $44 billion takeover of the social media platform in October, a monthly disclosure by the investment firm showed on Sunday.

Fidelity marks down value of Twitter stake again

金融服务巨头富达表示，推特当前的估价只有当初马斯克收购该公司时所支付价格的 33%。马斯克此前表示，为推特的这笔收购多付了钱。在今年早些时候向公司员工提供的新的股权酬劳中，马斯克对推特公司的估值为 200 亿美元。

一路向南！推特估值仅剩马斯克收购价的 1/3

C3.ai 收涨超过 33.4%，领跑一众人工智能（AI）/ChatGPT 股票，该公司宣布其生成式 AI 在...

C3.ai 收涨超 30%，该公司生成式 AI 上架亚马逊 AWS

美国三大股指长周末归来首个交易日涨跌各异。标普日用消费品板块跌 1.2%，能源板块跌约 1%，科技板块则涨约 0.5%，可选消费板块涨 0.7%。英伟达涨超 2%，市值脱离 1 万亿美元。ENPH 和高通涨超 5%，特斯拉涨约 4%，奈飞和英特尔涨超 3%，拼多多则跌超 5%。

目前整体来看，新款 Model 3 作为一款换代车型变化还是比较大的，颜值进化，智能科技配置也有望更丰富。同时外界纷纷猜测，随着新车国产化，其价格也有望下调，预计售价不到 20 万元。

特斯拉又玩活，Model 3 全身大改！自动驾驶硬件升级…售价不到 20 万

标普大盘在过去 46 个交易日中有 36 天的涨跌幅度均不足 1%，创下自 2021 年 12 月以来最平静周期。有分析警告称，量化基金 “同时且同向” 的一致行为可能带来未来股市的急速抛售风险，特别是当债务上限协议无法通过国会而破裂之时。

为什么美股如此平静？答案和风险都可能来自量化基金

继湘财基金后，南方基金周二也公布自购，称四名基金经理购入各自管理的偏股混合基金合计 400 万元。今年内港股 ETF 资金总体保持净流入势头，截至周一，合计份额较年初增超 37%。

抄底资金汹涌：基金公司出手自购，港股 ETF 吸金 222 亿

人工智能的时代已经到来，那些生产旧芯片的厂商也未必会被抛弃在后。生产存储芯片和闪存芯片的厂商也将受益于 AI 大潮。

AI 拯救芯片业？英伟达或者不是唯一受益于 AI 的芯片公司

In this AI battle, Microsoft is not the only beneficiary. It is estimated that the market opportunity for artificial intelligence in the next 10 years will reach 800 billion US dollars.

Target price of $375! Wedbush: Microsoft is in a dominant position in the AI battle.

大摩指出，多数 PC 半导体供应商 Q2 或迎来强劲的业绩表现，许多零部件上半年都出现回暖迹象，但由于部分零部件库存可能在 Q2 回到正常水位，它们的 Q3 出货量仅会持平或环比小幅增长，状况将较先前预期还要疲弱。同时今年以来，终端需求尚未出现显著好转，不少企业仍预估 PC 出货量将迎来同比双位数降幅，伴随半导体供应充裕，PC 客户只会在真正有需求时才下订单，PC 半导体行业下半年能见度不高。

大摩：PC 终端需求未出现显著好转 PC 半导体下半年能见度不高

UBS has listed some stocks that they believe are the most worth betting on as artificial intelligence develops. Of course, most banks have given them a buy rating.

Under the drive of AI, UBS: Except for the Internet, costs in other industries will decrease!

金十数据 5 月 30 日讯，350 位 AI 行业的高管、研究人员和工程师日前签署了一封公开信，表示担忧 AI 技术将对人类带来生存威胁。这封信由位于非营利组织人工智能安全中心发布，其中仅有一句话：“降低人工智能带来的灭绝风险应该成为一个全球优先事项，与大流行病、核战争等其他社会规模的风险并列。” OpenAI 首席执行官 Sam Altman、DeepMind 首席执行官 Demis Hassabis、Anthropic 首席执行官 Dario Amodei 三位 AI 公司高管，以及 2018 年图灵奖得主 Geoffrey Hinton、Yoshua Bengio 已签署这封信。(纽约时报)

OpenAI 首席执行官 Sam Altman 等 350 名 AI 行业人士签署公开信 警告 AI 或给人类带来 “灭绝风险”

“日特估” 席卷全球，华尔街顶分析师们认为，创新高的日本股市并未与基本面脱节，当前日本经济正摆脱通缩向适度通胀过渡，日股还有上涨空间。

日股创 33 年新高  华尔街高呼 “还能涨”！

Nvidia's market value is expected to exceed $1 trillion for the first time tonight. UBS pointed out that GPUs account for about half of the cost of AI servers, and it is expected that AI will increase GPU demand by $10 billion to $15 billion within 1-2 years. Nvidia's data center annual revenue is expected to double.

Highest target market value of 1.6 trillion US dollars! Can NVIDIA rival Alphabet-C?

在与中国外长秦刚会面中，马斯克表示，特斯拉公司反对 “脱钩断链”，愿继续拓展在华业务，共享中国发展机遇。

秦刚会见特斯拉首席执行官马斯克

After meeting with the TENCENT management, Xiaomo is more optimistic about its growth prospects. It is expected that profit growth will accelerate this year, mainly due to strong growth in game revenue, the recovery of advertising revenue driven by short video users, and sustained cost benefits.

Big moves to watch | Is there a doubling space for MEITUAN-W and KUAISHOU-W? XPENG-W's target price has been significantly lowered!

英伟达盘前涨幅扩大至近 4％，股价突破 404 美元/股，总市值突破万亿美元。

英伟达盘前涨幅扩大至近 4％ 总市值突破万亿美元

Analysts say that as investors seek more exposure to AI and concerns about the debt ceiling ease, the decline in US bond yields will help boost valuations and provide support for large tech stocks.

The US stock market is excited, will the S&P 500 index accelerate its rise?

In the future, computing power will be equivalent to productivity, and there is no limit to AI's pursuit of computing power! From stunning quarterly reports to new chips, new AI supercomputers, and switches, the market's confidence in Nvidia and the entire computing power sector is constantly increasing!

After the performance, it rose nearly 30%! Why is Nvidia's recent "big move" worth paying attention to?

AMD and Intel rose nearly 3%, Microsoft and Alphabet-C rose over 1%, Tesla rose over 2%, Meta and Amazon rose 1.6%, Up Fintech Holding rose over 10%. PDD rose 2.5%, Trip.com Group surged over 18%, BILIBILI-W and LI AUTO-W rose over 1%, BIDU-SW rose 0.7%, XPENG-W fell over 1%.

Pre-market trading of US stocks | Nvidia breaks the $400 mark! Musk's private jet arrives in Beijing, and Gao Tu rises more than 18%.

Foreign investors are still selling, and hedge funds are using short positions to go long on the NASDAQ Composite Index by going long on Microsoft and Nvidia with their left hand and shorting Tencent and Meituan-W with their right hand.

Reduced to funding in the middle.

京东健康涨超 6%，万国数据、百度涨超 3%、蔚来、小鹏涨超 2%，京东、阿里、理想涨超 1%。

止步四连跌！港股午后转涨，汽车反弹，内房股翻红，快手涨超 6%

纳指期货涨幅扩大至 1%，标普 500 指数期货涨 0.5%，道指期货涨 0.2%。

How to form the &quot;Data-Model-Application&quot; flywheel is the key to the success of large model enterprises! Microsoft &amp; OpenAI's continuous investment in disruptive innovation is the deep reason for their current leadership; Alphabet-C has a deep accumulation of talent and technology, but has not formed a cohesive management structure; NVIDIA has formed a moat that other chip companies find difficult to surpass through the CUDA framework; Meta Platforms and others are fighting back through model open source.

Review | From Microsoft + OpenAI to NVIDIA! How are overseas AI large-scale model enterprises cultivated?

在经济形势尚不明朗的情况下，现金流强劲、收入增长前景良好的科技股具有十足的吸引力。

美股版 “弱现实，强预期”？投资者调查：衰退预期越强，科技股越要涨

乘 AI 热潮而起，Meta 大力押注 AI。

所有人都盯着英伟达，这家 “没落的巨头” 今年 “悄悄” 大翻身

If we exclude FAAMNNGT (Meta, Apple, Amazon, Microsoft, Nvidia, Netflix, Alphabet, Tesla), the return rate of the S&amp;P 500 is negative.

The rise depends entirely on FAAMNNGT! US stocks face sector rotation in the second half of the year.

今年以来，小鹏汽车股价下跌 18%，较去年同期下跌 64%。受此拖累，45 岁的小鹏汽车创始人何小鹏身价大幅度缩水。

小鹏汽车创始人何小鹏财富缩水 75%

In the second half of the year, there are still potential risk events overseas. Judging from the current gaming environment, it is recommended that investors focus on long-term high-certainty directions with performance support and policy catalysis.

Hong Kong stocks in the second half of the year: Valuations are very attractive, but liquidity is lacking, focusing on three main themes.

五菱宏光 MINIEV 所置身的 A00 电动车市场正在萎缩，而今年持续的价格战也正在让其失去核心竞争力。

“神车” 五菱走下神坛

昨日，英伟达创始人黄仁勋在 COMPUTEX 2023 现场发布了重磅产品超级计算机 DGX GH200。   据介绍，DGX GH200 共链接 256 个 Grace Hopper 超级芯片，能够提供 1exaflop 的性能、具有 144TB 的共享内存，相较 2020 年推出的上一代 DGX A100，内存容量扩大了近 500 倍。   台湾经济日报今日报道指出，DGX GH200 系统将推动内存需求大爆发，DRAM 龙头南亚科及爱普、群联等内存相关厂商将显著受益。

英伟达超算内存容量扩大 500 倍！“算力推动存力” 逻辑兑现？

英伟达 CEO 黄仁勋：将在下半年推出 “大量” H100 芯片。

高通：自研 CPU“Oryon” 商用设计将于 2024 年发货。

国盛证券认为，超算中心内部通信能力的木桶效应将进一步被放大，市场普遍忽略了交换网络的重要性。

CPO 关键配套，交换机或成英伟达新超算短板

在接受调查的 492 名市场参与者中，约 41% 的投资者表示，今年的最高回报将来自于买入专注于盈利能力的优质股票。

美股科技股涨势未止？ 衰退担忧愈烈，苹果等科技股人气越旺

新加坡股市 29 日报：泰国酿酒成交量暴增

金十数据 5 月 30 日讯，中银国际发表报告指，美团首季收入按年增长 26.7%，高于市场和该行预期。非国际财务报告准则净利润为 55 亿元人民币，较市场预期高出 182%。该行预计消费复苏将在第二季持续，相信美团营运效率将持续提高，重申买入，并将目标价由 194 港元上调至 203 港元。

中银国际：上调美团-W 目标价至 203 港元 评级买入

据彭博新闻报导，印尼最大的出租车运营商 PT Blue Bird 将向比亚迪采购其电动车队中 80% 的车辆，同时评估特斯拉订单，因为低成本车型在该国胜出。

MEDIA-比亚迪战胜特斯拉，赢得印尼最大出租车运营商大笔采购订单 -- 彭博新闻

金十数据 5 月 30 日讯，里昂发表报告指，小鹏汽车 季度业绩低于预期，录得盈利 40.3 亿元人民币，按季跌 21.5%，亏损达 23.4 亿元人民币。公司预料次季汽车交付量达 2.1 万辆至 2.2 万辆，其收入介乎于 45 亿元人民币至 47 亿元人民币之间。该行指，随着公司就 G6 产能扩大作好准备，预料其月均交付量于第四季有较好表现。该行将其目标价由 55 港元下调至 39 港元，维持其评级为买入。

里昂：下调小鹏汽车目标价至 39 港元 评级买入

英伟达股价共经历 2016-2018 年、2020-2021 年、2022 年 9 月以来的三轮快速增长！在这些阶段，英伟达究竟做了什么？

7 年 33 倍！英伟达发展史 + 股价变化一览

恒生国企指数从 1 月份高点下跌 20%，进入技术性熊市

恒生指数、恒生科技指数双双跳水转跌。

Previously, the overall market risk appetite was suppressed, and the stock prices did not fully reflect the solid fundamental performance of large technology stocks. After the quarterly report, TENCENT's full-year revenue growth rate and profit margin rebounded in resonance, with considerable potential profit elasticity and expected medium- to long-term growth; MEITUAN-W's stock price is at a historically relative low level, and it is recommended to pay close attention.

Hong Kong stocks may rebound! Will TENCENT, MEITUAN-W, and KUAISHOU-W lead the way?

盘面上，汽车、半导体、生物制药等涨幅居前，软件、大金融、房地产等跌幅居前。

恒生科技涨幅扩大至 1%，汽车反弹，阿里、腾讯涨超 1%

这或许是 OpenAI 官方第一次详细阐述其大模型内部原理和 RLHF 训练细节。

State of GPT: OpenAI 大神 Andrej Karpathy 揭秘大模型原理和训练全过程

港股开盘，恒指涨 0.12%，恒生科技指数涨 0.56%。快手开涨 1.37%，阿里巴巴开涨 1.4%，京东开涨 0.9%

“日特估” 交易背后，日本东京证交所正对上市公司的经营和估值提出更高要求，投资者也在呼吁对公司治理结构进行优化。

“日特估” 下的经典案例：投资者要罢免丰田 CEO！

Nvidia announced the provision of customized AI model manufacturing services for games. Nvidia CEO Huang Renxun stated that the era of CPU expansion has ended and accelerated computing is the way forward for technology. Nvidia and WPP are developing a new AI engine. Musk is expected to visit China this week and visit the Shanghai factory. Li Kaifu stated that the AI 2.0 era has arrived and large AI models are an absolute historical opportunity that cannot be missed. Goldman Sachs believes that &quot;Zhongtegu&quot; has a future upside potential of 20% to 50%.