AI浪潮持续席卷半导体产业链，近日英伟达和SK海力士宣布达成一项多年技术合作协议，双方将联手攻坚下一代内存技术，并将AI技术应用于半导体芯片设计与制造。叠加HBM4量产落地、高端存储需求爆发，全球存储芯片行情一路走高。业内判断，AI催生的结构性需求，或将推动存储行业开启数年高景气周期。 强强联手共拓AI新市场 根据双方的合作协议，SK海力士将为英伟达Vera Rubin AI超级计算机、Vera CPU、RTX Spark PC及Jetson Thor机器人计算平台协同开发专用内存，并进入英伟达正在开拓的AI基础设施、个人AI及物理AI等新市场。 在半导体制造领域，SK海力士将采用英伟达CUDA-X库及PhysicsNeMo框架加速芯片仿真和光刻计算工作流；同时借助英伟达Omniverse和cuOpt构建晶圆厂数字孪生，推动工厂自主化运营。 分析人士指出，相关技术还将拓展至半导体电子设计自动化与仿真生态，为芯片厂商、英伟达及电子设计自动化软件服务商开展三方合作创造条件。 英伟达创始人兼首席执行官黄仁勋表示，人工智能工厂是下一轮工业革命的引擎，而先进的内存技术对其性能至关重要。英伟达将与SK海力士共同开发下一代内存，并支持人工智能基础设施在全球范围内的加速扩张——从前沿模型训练到智能体人工智能和物理人工智能。 存储芯片行情持续走高 在此之前，英伟达已敲定下一代Vera Rubin人工智能算力平台的核心零部件HBM4供应商，三星电子、SK海力士、美光科技三大行业头部企业全部入选，目前已进入HBM4量产阶段，各家正在全力排产，保障Vera Rubin平台的供货需求。 受益于AI产业的持续火爆，存储芯片板块迎来强势行情，三星电子、美光科技、SK海力士近期相继突破万亿美元市值门槛，其中美光科技（MU）年内涨幅达到202.73%。业内人士表示，这一现象表明人工智能热潮从算力芯片向存储芯片扩展，数据存储作为AI系统的基础资源，正成为AI时代的重要支柱产业。 本轮存储产业行情走高，主要得益于AI高端存储需求的爆发式增长。当前AI高端存储产品需求激增、供需缺口扩大，推动存储芯片价格持续上行，资本市场也给出正向反馈。2026年以来，A股存储芯片板块累计涨幅达到51.77%，普冉股份（688766.SH）累计上涨211.59%，德明利（001309.SZ）累计上涨172.37%，佰维存储...

AMD investing £2bn in UK Electronics Weekly

tupungato/iStock Editorial via Getty Images Anyone who follows the telecommunications industry knows that it can often be boiled down to a customer acquisition battle. The churn rate of customers is known to be a major concern for every telecommunications company, as many customers feel that the services are more or less interchangeable. The customer just wants to get the best plan at a price point that they can afford. A blog on IBM's website details why it is so critical that every telecom company work diligently to treat its customers well: The entire telecommunications industry is subject to potential churn if companies don’t treat their customers right. They need to provide exemplary network service and offer the latest technologies, but they also need to listen to their customers' needs. They can provide exemplary customer service by proactively communicating, listening to criticisms and complaints and providing simple-to-use tools to manage their accounts. Knowing this, the first question that I concerned myself with when examining T-Mobile ( TMUS ) as a stock was where the company stood in terms of customer acquisition and churn rates. Industry-Leading Customer Acquisition and Incredibly Low Churn Rates If you saw nothing else in the T-Mobile Q1 2026 earnings report , you would at least want to note that the company reported a net gain of 217,000 postpaid account additions. This was up 6% YoY, and the average revenue per postpaid account came in at $151.93 for a YoY increase of 3.9%. These figures meant that T-Mobile was once again the industry leader in postpaid net accounts added throughout the quarter. This distinction is certainly notable, but it was not the only good statistic to emerge from their earnings presentation. Rather, the company also noted a postpaid account churn rate of just 1.04% for the quarter as well. What I took from all of this is that many new customers are being enticed to open accounts with T-Mobile even if they may have previously...

The brutal AI selloff that rocked the market on Friday may end up being short-lived, judging by how chip makers were trading early Monday.

Broadcom, AMD, Super Micro, and More Stocks That Explain Today’s Market Barron's

The brutal AI selloff that rocked the market on Friday may end up being short-lived, judging by how chip makers are moving in premarket trading.

ASML Holding N.V. (NASDAQ:ASML) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy. Chip manufacturing equipment provider ASML Holding N.V. (NASDAQ:ASML) is one of the most consequential firms in the world. Its high-end EUV chip manufacturing machines are the only ones that allow firms to make the latest products. Consequently, ASML […]

博济医药公告，拟定增募资不超过4.47亿元，募集资金扣除发行费用后拟将全部用于以下项目：药物评价中心扩建升级项目、中药创新药研发项目、医药研发大数据智能一体化平台项目、SMO中心建设项目及补充流动资金。

永太科技公告，全资子公司永太新能源与宁德时代签订《电解液合作协议》，有效期至2028年12月31日。协议约定，2026年预计电解液采购量为7万吨±1万吨；2027年预计采购量15万吨±2万吨；2028年预计采购量25万吨±4万吨。

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy. Contract chip manufacturing giant Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the most important companies in the world. It is the only foundry capable of manufacturing high-end chips at scale and with stable yields. […]

Taiwan Semiconductor (TSM) Is A Top AI Stock In Billionaire Ken Fisher’s Portfolio Yahoo Finance

According to a recent SEC filing , Nan Fung Group Holdings Ltd reduced its position in Oculis (NASDAQ:OCS) by 163,957 shares during the first quarter of 2026. The estimated value of the trade was $4.3 million, based on the quarter’s average closing price. Oculis Holding AG is a clinical-stage biopharmaceutical company developing novel topical therapies for ophthalmic and neuro-ophthalmic diseases. Nan Fung's Q1 trim of its Oculis stake looks less like a vote of no confidence and more like routine portfolio rebalancing. But the context around Oculis has grown considerably more complicated since the end of Q1. Continue reading

伊朗与以色列时隔两个月再度爆发直接军事对抗，中东局势骤然升温，特朗普称双方正寻求停火。 据新华社，美国总统特朗普8日在社交媒体上表示， 以色列与伊朗“正寻求”立即停火。 据报道， 他补充称，最终谈判“正在进行，但可能因无知或愚蠢行为而受阻”。 特朗普还强调，在最终协议达成前，封锁措施将“全面且持续有效”。他同时表示：“事态应会迅速推进。” 周一稍早前，伊朗向以色列南部和中部发射导弹，以色列随即对伊朗本土军事目标发动空袭反击，伊朗随后再度对以色列空军基地实施新一轮打击。这是今年4月停火协议生效以来，伊以两国首次相互直接攻击，此前维系的脆弱平静就此打破。一名美国官员表示，美军未参与以方此次行动。 伊朗：已启动“纳斯尔”军事行动打击以色列 伊朗方面，已准备好与以色列长期对抗。CCTV国际时讯最新报道，据伊朗塔斯尼姆通讯社8日援引伊朗武装部队消息人士报道称， 伊朗已做好与以色列进行长期对抗的准备，并准备好再对地区内美国利益发动打击。 据伊朗塔斯尼姆通讯社8日报道，伊朗伊斯兰革命卫队当天发表声明说，已启动代号为“纳斯尔”的军事行动，打击以色列境内多处空军基地。声明说，伊朗伊斯兰革命卫队航空航天部队对以色列内瓦提姆和泰勒诺夫空军基地实施打击。声明强调，此次行动是对以色列此前对伊朗境内多处雷达设施发动导弹袭击的回应。本阶段行动强调快速反应和扩大打击目标范围。 声明说，伊朗伊斯兰革命卫队各作战单位已做好在各战线实施进一步行动的准备，并已根据不同情况制定预案。 以军称对伊朗战略防御系统实施大规模打击 据央视新闻，以色列方面8日消息，根据以色列国防军评估，与伊朗的战事预计可能将持续数日，以军正准备大规模预备役动员。以军官方尚未证实以上消息。 另有消息称，以色列特拉维夫附近的本-古里安机场今天清晨一度暂停航班起降。消息称，至少3架原定于当地时间6时左右降落的航班，在也门方向导弹来袭后被要求改道，随后获准返回机场并安全降落。本-古里安机场、以色列机场管理局以及以色列空军今天将就该机场的航班能否继续起降进行形势评估，目前尚不清楚多少航班可按计划执行。 当地时间8日，以色列国防军表示，当天稍早，在以军情报局的指挥下， 数十架以色列空军战斗机对伊朗境内战略防御系统实施了大规模打击。 以军称，伊朗近期在多地部署防御系统，试图恢复其在此前军事冲突中受损的探测和防御能力。以军表示，此次打击已摧毁这些系...

Amazon.com, Inc. (NASDAQ:AMZN) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy. eCommerce and cloud computing giant Amazon.com, Inc. (NASDAQ:AMZN)’s shares are up by 22% over the past year and by 12.2% year-to-date. It is one of the major players in the cloud computing industry and targets the needs of the […]

Amazon.com (AMZN) Is A Top AI Stock In Billionaire Ken Fisher’s Portfolio Yahoo Finance

龙佰集团公告，截至2026年6月5日，公司通过股份回购专用证券账户以集中竞价方式累计回购公司股份5370.32万股，占公司目前总股本的2.2524%，最高成交价为20.06元/股，最低成交价为14.32元/股，成交总金额为9亿元（不含交易费用）。公司实际回购时间区间为2025年7月1日至2026年5月28日。本次回购方案已实施完毕。

Jensen Huang's South Korea visit wasn't all business. The Nvidia CEO met esports legend Faker, dined with tech titans, drew crowds like a rockstar, and even threw out the ceremonial first pitch at a baseball game. (Source: Bloomberg)

Investors pivoted away from skyrocketing tech stock as the Nasdaq fell more than 4% in a single session on Friday. Today I’m breaking down why I think the market’s meteoric rise is still rational, and how the software sector proves that investors are grounded in reality. The question came one day after Marvell Technology stock added 33% in its best single trading session ever, boosted by public comments from Nvidia CEO Jensen Huang that the company would someday be worth $1 trillion.

Why Micron Technology Stock Skyrocketed 87.8% Last Month But Is Falling in June The Globe and Mail

Alphabet Inc. (NASDAQ:GOOGL) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy. Technology giant Alphabet Inc. (NASDAQ:GOOGL)’s shares are among the top performers in Fisher Investments’ portfolio. They are up by 121% over the past year and by 18% year-to-date. The firm started June on a strong note after it announced […]

杭州高新公告，2026年度向特定对象巨融伟业发行A股股票的定价基准日由公司第五届董事会第二十次会议决议公告日调整为发行期首日，发行价格调整为不低于定价基准日前二十个交易日公司股票交易均价的80%，募集资金总额不超过1.5亿元（含本数）。巨融伟业为公司控股股东，持有公司2410.59万股股份，占公司总股本的19.03%，本次发行构成关联交易。

杭州高新公告，公司拟与无锡海曜芯能投资合伙企业（有限合伙）、无锡清源壹号创业投资合伙企业（有限合伙）、无锡新聚同创企业管理合伙企业（有限合伙）共同投资设立控股子公司无锡新聚信息技术有限公司。合资公司注册资本5000万元，其中公司以货币出资2000万元，持有40%股权；海曜芯能出资1200万元，持股24%；新聚同创出资1500万元，持股30%；壹号创投出资300万元，持股6%。

美国总统特朗普今天（6月8日）在社交媒体平台再次发帖称，“以色列和伊朗都在寻求立即停火。”特朗普在帖文中称，“有关‘和平’的最终谈判正在进行中，除非遭到无知或愚蠢行为的横加阻挠。在达成‘最终协议’之前，（美国对伊朗的海上）封锁将继续维持，并保持全面、绝对的效力。事态应当会迅速推进。”（CCTV国际时讯）

Apple Inc. (NASDAQ:AAPL) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy. Consumer electronics giant Apple Inc. (NASDAQ:AAPL)’s shares are up by 53% over the past year and by 14% year-to-date. The firm was at the center of coverage from several analysts in May. For instance, Melius Research raised the share […]