NVIDIA is essentially a hardware company, while other trillion-dollar club members use software to attract a large number of end users to their ecosystems.

Now Nvidia is comparable to Tesla at its peak market value: it's out of control!

Sam Altman 指出，目前 OpenAI 的客户最不满的便是 API 的可靠性和速度，在让 GPT-4 更便宜且更快的过程中，遇到的最大瓶颈便是 GPU 短缺。

更快、更便宜！Sam Altman 最新访谈透露 OpenAI 下一步计划，目前 GPU 短缺是最大瓶颈

On Wednesday, tech stocks fell, with Tesla and Apple call options accounting for over 60% of the trading volume. Nvidia fell nearly 6%, while call options for Intel accounted for 80% of the trading volume. Call options for Sofi accounted for 79% of the trading volume. The most active call option traded was for Amazon, with a strike price of $110 and expiration one year from now.

US Stock Options | Amazon's forward put deals are active, Intel and Sofi options trading surges fourfold.

Technology giants have laid out a comprehensive plan in four areas: models, computing power, platforms, and applications. For example, Alibaba's &quot;Tongyi Big Model + Feitian Intelligent Computing Platform + Motu Community + Industry Applications&quot;, Tencent's &quot;Hunyuan Big Model + HCC Computing Cluster + Taiji Machine Learning Platform + Industry Applications&quot;, and BIDU-SW's &quot;Wenxin Big Model + Kunlun Chip + PaddlePaddle Platform + Industry Applications&quot;, and so on.

Unfolding the Big Model: Alibaba, Tencent's AI Ambition

与英伟达 GH200 超级芯片类似，AMD 在 2023 下半年即将推出的 MI300 也将采用 CPU+GPU 架构，同样发力于 AI 训练市场。 英伟达的高算力 GPU 一直是 AI 训练的首选，但随着谷歌 TPU、AMD MI300 及云厂商自研芯片等的强势涌入，AI 训练的市场格局变化苗头渐生。

AI 掀起 “算力革命”：英伟达之后，AMD 也要放大招！

历史经验显示，美国债务上限危机对美国股债、港股市场都存在负面影响，且这种影响在 “X 日期” 快要到来时最显著！当债务上限危机解除之后，市场风险偏好会迎来修复。

警惕！港美股投资者为何必须关注美国债务上限危机？

懂男人的男人，到了懂男人的平台，罗永浩能给京东直播带来多大能量？

罗永浩能救京东直播吗？

Three major positive news, Hang Seng TECH Index rose by 2%! MEITUAN-W rose nearly 5%, TENCENT rose 3%, Alibaba rose 2%, KUAISHOU-W and BIDU-SW rose 2%, CLOUD MUSIC rose 1%, BILIBILI-W fell more than 1%.

Hong Kong tech stocks finally rebound: JD.com rose as much as 5%, while MEITUAN-W, TENCENT, and Alibaba are all up!

国产创新药连续 “闪崩” 追踪：一天蒸发近 60 亿的贝达药业是否被错杀

君实生物收到 FDA 现场检查反馈，这也意味着决定君实近年来最重要的转折点很快要出结果了。

君实 PD-1 出海再进一步 | 见智研究

中国 5 月财新制造业 PMI 50.9，预期 49.5，前值 49.5。

美国众议院投票通过债务上限协议。

如何避免 AI“胡说八道”？让它形成类似人类的思维链！

解决 AI 落地的最大障碍，OpenAI 找到办法了？

美国 4 月 JOLTS 职位空缺数暗示用工需求强劲，两位今年 FOMC 票委支持 6 月暂停加息，市场下调加息预期，美股跌幅收窄，英伟达跌近 6% 创三个多月最大跌幅。两年期美债收益率一度跌 14 个基点，5 月累涨 36 个基点。5 月美油跌 11%、布油跌 9%、欧洲天然气跌超 30%。美元两个半月新高，黄金三个月里首次月线收高，伦铜 5 月跌超 6% 徘徊半年低位。

美股跌，AI 概念股多回调，但纳指 5 月累涨近 6%，油价盘中跌 3%

TrendForce 集邦咨询统计，纯电动车方面，一季度特斯拉的市占率接近 22% 位居第一，比亚迪和五菱分列第二和第三；在混电车中，比亚迪市占率达 37%，稳居榜首，理想汽车升至第二。

全球 Q1 新能源车销量激增 28%，特斯拉比亚迪 “双雄争霸”

京东 618 晚 8 点火爆开场：10 分钟破亿品牌数同比增长 23%，近五成中小商家成交额增长超 200%。

618 火爆开场，京东平台 3C 数码仍为主力， 淘宝天猫为 “好货好价” 提供更多展示机会

Bernstein analyst Mark Shmulik has raised Amazon's target price from $125 to $140 and maintains an &quot;outperform&quot; rating.

Target price of $140! Analyst: Amazon is the first choice for internet stocks.

After the rebound of Hong Kong stocks in the future, they may encounter resistance or new risks and fall again. The bottom of the Hong Kong stock market this year may appear in the second half of the year.

Hong Kong Stock Strategy: Use Mid-Term Estimation to Defend Against Big Drops, Wait for Tech and Internet Stocks to Rebound

In the past five years, Ford Motor's market value has been higher than that of General Motors only about 14% of the time.

Longbridge Dolphin will cooperate with Tesla, and its market value will surpass that of General Motors! Wall Street upgrades Ford Motor's rating and target price.

金十数据 5 月 31 日讯，5 月 30 日，Apple 授权专营店在美团闪购开启首场官方直播，开播 1 小时，销售额破亿。这场直播，来自美团闪购 “超级门店购物节” 的手机品类日活动。

美团闪购：“超级门店购物节” 首场直播 1 小时 iPhone 销售额破亿

As of this month, Nvidia has surged 44%, TSMC has risen 20%, while Intel has fallen 3%.

Nvidia to collaborate with Intel? TSMC and Samsung Electronics may not be pleased

Wedbush firmly believes that Microsoft's first step is Azure/Office 365, and the next step is the monetization of ChatGPT/artificial intelligence in the consumer and enterprise fields, which will increase Microsoft's total market value per share by $40 to $50.

Big Moves | Microsoft + OpenAI, at least a $40 increase in market value? Netflix target price gets raised!

恒大财富：自 2021 年 9 月以来，公司全力推动资产处置筹措兑付资金，共完成 20 期兑付，并于今日进行本月兑付。因公司资金回笼情况不理想，本月可用兑付资金不足，无法按原标准兑付。公司将继续推动资产处置，努力筹措兑付资金。

恒大财富：本月可用兑付资金不足 无法按原标准兑付

金十数据 5 月 31 日讯，花旗集团策略师 Chris Montagu 表示，科技股今年 31% 的涨幅有逐渐消退的风险。纳斯达克 100 指数期货的多头头寸处于三年高位，利润水平也有所提高。目前科技股的仓位水平在很大程度上倾向于获利了结，这可能给科技股涨势的持续带来压力。然而，与 Montagu 的观点相反，巴克莱策略师 Emmanuel Cau 认为，随着投资者 “屈服于” 错失投资良机的担忧，科技股还有进一步上涨的空间。Cau 维持对科技板块的增持建议，并表示尽管科技股大涨，整体股市敞口 “最多为中性”。

科技股后续涨势如何？花旗与巴克莱策略师持相反意见

瑞银发布报告表示，美股估值仍然高企，升势仅由少数股票推动。瑞银表示，标普 500 指数的远期市盈率为 18.5 倍，比过去十年的平均水平高出约 14%，这与该机构的观点相一致，即股票近期的上行空间仍然有限。此外，追踪纽约证券交易所交易量最高的头 10 家公司的 FANG+ 指数，今年迄今大幅上涨 60%，显示涨势是由少数股票推动，而标普 500 指数中规模最大的七只股票，几乎占了该指数今年的全部升幅。

瑞银：美股估值仍然高企

苹果与印度，一场漫长的游戏。

苹果 “脆弱” 的印度野心，Copy 中国能成功吗？

Faraday Future Intelligent Electric rose 6%, HP fell 4.5%, Alibaba rose 0.8%, PDD fell 0.7%, iQiyi and Bilibili-W fell more than 1%, BEKE-W fell nearly 1%, BIDU-SW fell nearly 1%, NIO-SW rose more than 1%. Nvidia, AMD, and TSMC fell 1.5%.

Pre-market US stocks | Nvidia, AMD, TSMC fall 1.5%, the House of Representatives will vote on the debt ceiling agreement tonight, and Faraday Future Intelligent Electric releases FF 91 2.0 version.

为了满足超级富豪们日益增长的投资需求，摩根大通成立了一个专注于服务 “超级富豪” 的资管部门——23 Wall，各大投行间的超级富豪争夺战或许已经打响。

瞄准 “超级富豪”！摩根大通成立新资管部门，专门服务 “拥有 4.5 万亿美元的 700 个家庭”

NVIDIA has performed far better than the market this year, with its current stock price more than 100% above its 200-day moving average! Typically, the stocks of many industry leaders will peak when their stock prices exceed the 200-day moving average by 70%-100%.

Technical Analysis | Why is Nvidia, which costs $400, already profitable to liquidate?

金十数据 5 月 31 日讯，据 Display Supply Chain Consultants 首席执行官 Ross Young，苹果的 AR/VR 头显将配备两块 1.41 英寸的 Micro OLED 屏幕，每块 4,000PPI，亮度将超过 5,000 尼特，以及 4K 分辨率。市场普遍预计苹果将在 6 月 5 日开幕的全球开发者大会上展示这款可能被称为 “Reality Pro” 的 AR/VR 设备。

苹果 AR/VR 头显可能配备 “不可思议” 的高端屏幕

微博盘中一度跌超 9%，美团、网易、哔哩哔哩跌近 5%，美团跌至 52 周新低。

恒生科技收跌 2%，微博跌近 7%，石油煤炭、内房股领跌

南向资金合计净卖出 3.87 亿港元。其中，港股通净买入 2503 万港元，港股通净卖出 4.12 亿港元。

南向资金合计净卖出 3.87 亿港元

Buffett likes to increase his holdings in Western Petroleum at a price below $60 per share, with an average cost of around $50 per share.

Buffett Increases Stake in Western Petroleum Again! Berkshire Hathaway Holds Nearly One-Quarter of Shares

英伟达盘前小幅下挫，现跌 1.3%，周二市值一度破万亿美元，并创收盘新高。

港股收盘，恒指收跌 1.94%，恒生科技指数收跌 2.04%，大型科技股、石油股领跌，网易跌 4.95%，中国海洋石油跌 4.23%。

热门中概股美股盘前普跌，爱奇艺跌 2.8%，哔哩哔哩跌 2.3%，百度跌 1.3%。

知名苹果爆料人 Mark Gurman：预计苹果 WWDC 2023 将有三项重点内容：几款 Mac 新品、首款混合现实头显、新操作系统。因为需要展示新的软件硬件，苹果这场发布会时间很可能超过 2 小时，时长将刷新纪录。

HP CEO Enrique Lores said that artificial intelligence will fundamentally change the PC industry, especially for HP itself. HP is developing AI-supported PCs.

HP's performance is poor, but it is embracing artificial intelligence!

苹果、微软、亚马逊、谷歌、Meta、特斯拉、英伟达！除了沙特阿美之外，“万亿精英” 全是美股上市科技股！

从苹果到英伟达！一图看懂全球 8 位万亿美元市值俱乐部精英

“很容易理解为什么公司的高管们会选择以 SPAC 方式上市，这并不是因为这是一项更好的上市方式，而是因为这对他们来说更有利。”

美国 SPAC 借壳热背后的 “猫腻”：高管和内部人士套现 220 亿美元，留下投资者一地鸡毛

&quot;The call spread&quot; strategy is a favorite of many professional traders because the potential return can be huge, and the capital required for the strategy is less than simply buying a call option.

Like Nvidia but Don't Want to Buy Its Stock? Try This Options Strategy

On Tuesday, the trading of bullish options was relatively active among tech giants. Bullish options trading accounted for 66.3% and 68% of Tesla and Apple, respectively. The call options with a strike price of 410/420 US dollars for Nvidia were the most active. Options trading for Ford and Qualcomm increased three to four times.

US Stock Options | Bullish bets on Tesla rising to $220, options for Nvidia and Palantir Tech double in volume.

凯茜•伍德周三表示，软件供应商将是下一个搭上由英伟达推动的人工智能热潮的人。

AI 热潮不只有英伟达木头姐：软件股是下一个目标

日本朝日啤酒集团计划重返中国市场，希望重振在这个全球最大啤酒市场的投资。

时隔数年 日本最大啤酒酿造商朝日啤酒拟重返中国市场

特斯拉将于 7 月在泰国开设首个服务中心。

* 高盛引述美团料至 2025 年到店业务利润率可达 35% 与抖音各有业务重点

SHANGHAI, May 31 (Reuters) - Chinese search giant Baidu Incwill set up a venture capital fund of 1 billion yuan ($145 million) to back start-ups focused on content generated by artificial intelligence applications, it said on Wednesday.

China's Baidu launches $145 million venture capital AI fund

3D、矿卡、移动构架、人工智能，老黄带着英伟达，踏准了一个个风口，笑到了最后。

“万亿大佬” 黄仁勋，做对了什么？

今年以来，包含 Meta、苹果、亚马逊、Netflix、微软、谷歌、特斯拉、英伟达、Snowflake 和 AMD 这十只股票在内的 NY Fang+ 指数已上涨超过 60%！科技股已经超买，下一步是再创新高？

FANG+ 大涨！美股复刻 2020 年夏日科技股狂欢？

“木头姐” 认为英伟达现在的定价过高，大空头 Chanos 说 “华尔街非常擅长创造供给以满足需求”，与此同时，英伟达的市盈率远超苹果、微软等其他科技巨头。