刚刚，在中国台北英伟达 GTC 大会上，英伟达 CEO 黄仁勋再次将话题聚焦于 AI 产业的发展方向。 与两年前重点讨论生成式 AI 浪潮不同，这一次黄仁勋给出了一个新的判断： “生成式 AI 已经到来，实用 AI 已经到来。” 实用 AI 时代已经到来 在他看来，过去几年 AI 行业最大的变化，不是模型参数规模继续增长，而是 AI 已经开始成为真正的生产工具，并直接影响经济活动。 为了说明这一变...
刚刚，在中国台北英伟达 GTC 大会上，英伟达 CEO 黄仁勋再次将话题聚焦于 AI 产业的发展方向。 与两年前重点讨论生成式 AI 浪潮不同，这一次黄仁勋给出了一个新的判断： “生成式 AI 已经到来，实用 AI 已经到来。” 实用 AI 时代已经到来 在他看来，过去几年 AI 行业最大的变化，不是模型参数规模继续增长，而是 AI 已经开始成为真正的生产工具，并直接影响经济活动。 为了说明这一变化，黄仁勋首先展示了一组来自代码托管平台 GitHub 的数据。他指出，软件开发是生成式 AI 最早落地的领域之一，也是全球最庞大的知识工作者群体之一。目前全球约有 3000 万至 400 万名专业软件工程师依靠编程工作，此外还有数亿学生和业余开发者参与其中。 在他的演讲中，GitHub 代码提交量被作为衡量 AI 生产力变化的重要指标： 2023 年，代码提交量约为 3 亿次； 2024 年增长至 4 亿次； 2025 年达到 5 亿次； 而 2026 年前几个月的数据已经接近此前水平的数倍增长。 黄仁勋认为，这些数字反映出 AI 辅助编程工具正在显著提升软件开发效率。 “全世界的软件工程师创造着大约 3 万亿美元的薪酬价值。”他说，“而这些软件又进一步支撑着全球接近 100 万亿美元规模的经济活动。” 按照他的推算，如果 AI 能够将软件开发者的生产效率提升数倍，那么由此释放出的经济价值也将远远超出软件行业本身。 近年来，随着代码生成工具快速发展，“程序员是否会被 AI 取代”一直是行业争论的焦点。对此，黄仁勋在演讲中给出了明确回应。 他认为，AI 的发展并不会减少软件工程师数量，反而会刺激企业招聘更多开发者。逻辑很简单：如果一名工程师在 AI 辅助下能够创造更高的产出，那么企业更倾向于扩大研发投入，而不是削减研发团队规模。 “有人说 AI 会减少就业，那完全是胡说八道。”黄仁勋表示。 在他看来，真正决定就业规模的不是单位劳动力成本，而是单位劳动力创造价值的能力。当软件工程师能够借助 AI 完成更多工作时，市场对软件和数字化能力的需求也会进一步扩大。 黄仁勋随后把话题转向 AI 基础设施。他指出，随着 AI 从实验室走向实际生产环境，行业关注点已经从模型能力转向 Token 产出能力。 过去，Token 只是模型运行过程中的技术指标；而现在，Token 已经成为能够直接...
Super Micro Computer, Inc. (NASDAQ:SMCI) is one of the 8 Most Undervalued AI Stocks to Buy According to Hedge Funds. On May 27, 2026, Super Micro Computer, Inc. (NASDAQ:SMCI) reported that a leading European AI cloud provider, Verda, selected its NVIDIA GPU-accelerated, rack-scale systems to power AI cloud infrastructure across Europe. It is targeting customers […]
Super Micro Computer, Inc. (NASDAQ:SMCI) is one of the 8 Most Undervalued AI Stocks to Buy According to Hedge Funds. On May 27, 2026, Super Micro Computer, Inc. (NASDAQ:SMCI) reported that a leading European AI cloud provider, Verda, selected its NVIDIA GPU-accelerated, rack-scale systems to power AI cloud infrastructure across Europe. It is targeting customers […]
China’s home prices saw a modest recovery in May, adding to growth in March and April, as positive signs of a gradually stabilising property market continued to accumulate after five years of weakness, according to analysts. In May, the average price of newly built residential properties across 100 Chinese cities stood at 17,156 yuan (US$2,534) per square metre, edging up 0.16 per cent from a mont...
China’s home prices saw a modest recovery in May, adding to growth in March and April, as positive signs of a gradually stabilising property market continued to accumulate after five years of weakness, according to analysts. In May, the average price of newly built residential properties across 100 Chinese cities stood at 17,156 yuan (US$2,534) per square metre, edging up 0.16 per cent from a month earlier and 2.03 per cent year on year, data from the China Index Academy showed on Monday. The...
Accenture plc (NYSE:ACN) is one of the 8 Most Undervalued AI Stocks to Buy According to Hedge Funds. On April 27, 2026, Reuters reported that Microsoft is bringing out its Copilot 365 AI assistant to roughly 743,000 Accenture plc (NYSE:ACN) employees. This marks what it calls the biggest enterprise deal for the chatbot as it […]
Accenture plc (NYSE:ACN) is one of the 8 Most Undervalued AI Stocks to Buy According to Hedge Funds. On April 27, 2026, Reuters reported that Microsoft is bringing out its Copilot 365 AI assistant to roughly 743,000 Accenture plc (NYSE:ACN) employees. This marks what it calls the biggest enterprise deal for the chatbot as it […]
Businesses around the world are confronting a painful – and potentially long-lasting – rise in costs amid the US-Israel war on Iran, as global shipping firms introduce steep price increases to offset a mounting fuel crisis. In Shanghai, one of the world’s busiest ports, the price of shipping a container has already surged dramatically since the start of the war, according to the Shanghai Container...
Businesses around the world are confronting a painful – and potentially long-lasting – rise in costs amid the US-Israel war on Iran, as global shipping firms introduce steep price increases to offset a mounting fuel crisis. In Shanghai, one of the world’s busiest ports, the price of shipping a container has already surged dramatically since the start of the war, according to the Shanghai Containerised Freight Index – a gauge tracking spot rates across 13 global trade lanes out of the city. The...
UK factories grew at the fastest pace in four years as the industry sought to get ahead of price increases and supply strains triggered by the Middle East conflict, a key survey found. S&P Global said its manufacturing PMI index rose to 53.9 in May, up slightly from 53.7 the previous month. Any reading above 50 signals growth in the sector. The pickup is nonetheless likely to be short-lived given ...
UK factories grew at the fastest pace in four years as the industry sought to get ahead of price increases and supply strains triggered by the Middle East conflict, a key survey found. S&P Global said its manufacturing PMI index rose to 53.9 in May, up slightly from 53.7 the previous month. Any reading above 50 signals growth in the sector. The pickup is nonetheless likely to be short-lived given it was largely driven by businesses bringing forward purchases, S&P said. Firms are ordering what they need now to beat expected future price increases and delivery delays. Still, it means the sector has diverged sharply from the rest of the economy since the war in Iran darkened the outlook. Domestic uncertainty may also begin to feed into consumer and business spending decisions with Prime Minister Keir Starmer facing the ongoing threat of a leadership challenge. The growth spurt in factories could help cushion an expected slowdown in the UK economy after a healthy first quarter saw growth pick up to 0.6%. Economists expect quarterly growth to ease to the more pedestrian levels that have dogged Britain in recent years, as households grapple with another spike in living costs caused by the war. There were also signs that inflationary pressures are continuing to build in the pipeline. Average selling prices rose at the fastest pace since July 2022, with the pickup in the inflation rate the second-largest on record. The survey found that costs are rising for a range of products including raw materials, energy and electronics. S&P said supply chains “remained under significant duress” with delivery times lengthening as the Middle Eastern conflict delays shipping in the region.
BEIJING, China, June 01, 2026 (GLOBE NEWSWIRE) -- Li Auto Inc. (“Li Auto” or the “Company”) (Nasdaq: LI; HKEX: 2015), a leader in China’s new energy vehicle market, today announced that it delivered 33,350 vehicles in May 2026. As of May 31, 2026, Li Auto’s cumulative deliveries reached 1,702,792. Since March this year, monthly deliveries of Li i6 have consistently exceeded 20,000 units. In May, t...
BEIJING, China, June 01, 2026 (GLOBE NEWSWIRE) -- Li Auto Inc. (“Li Auto” or the “Company”) (Nasdaq: LI; HKEX: 2015), a leader in China’s new energy vehicle market, today announced that it delivered 33,350 vehicles in May 2026. As of May 31, 2026, Li Auto’s cumulative deliveries reached 1,702,792. Since March this year, monthly deliveries of Li i6 have consistently exceeded 20,000 units. In May, the Company launched and commenced deliveries of the all-new Li L9, initiating a fresh product update
Micron Technology, Inc. (NASDAQ:MU) is one of the 8 Most Undervalued AI Stocks to Buy According to Hedge Funds. On May 26, 2026, Reuters reported that Micron Technology, Inc. (NASDAQ:MU) briefly surpassed a $1 trillion market value with shares jumping 17.4% to $881.6 after rising as much as 19.3% intraday. The surge came after UBS […]
Micron Technology, Inc. (NASDAQ:MU) is one of the 8 Most Undervalued AI Stocks to Buy According to Hedge Funds. On May 26, 2026, Reuters reported that Micron Technology, Inc. (NASDAQ:MU) briefly surpassed a $1 trillion market value with shares jumping 17.4% to $881.6 after rising as much as 19.3% intraday. The surge came after UBS […]
Airline’s shares hit highest level in three months as investment group Castlelake says it is considering offer Business live – latest updates EasyJet has called a potential £3bn bid by a US investment group “highly opportunistic”, as shares in the budget airline shot up to their highest level in three months on the takeover interest. The US private credit firm Castlelake said on Friday it was cons...
Airline’s shares hit highest level in three months as investment group Castlelake says it is considering offer Business live – latest updates EasyJet has called a potential £3bn bid by a US investment group “highly opportunistic”, as shares in the budget airline shot up to their highest level in three months on the takeover interest. The US private credit firm Castlelake said on Friday it was considering a takeover offer for the airline. On Monday, it said it had already bought a 2.14% stake in the business and its offer would value easyJet at least at 403p a share, or about £3bn overall. Continue reading...