核心要点 英伟达官宣入局 PC 芯片赛道，华尔街嗅到竞争威胁， AMD 、 英特尔 、 高通 股价周一下挫； 英伟达 CEO 黄仁勋表态，将携手 微软 “重塑个人电脑”； 分析师认为，英伟达正从数据中心向外延伸至边缘端，终端设备可脱离云端、本地独立运行 AI 算力任务。 英伟达（NVDA）涨幅 3.07%，报 + 6.88 美元 2026 年 6 月 1 日，中国台北 Computex 电脑展同期英伟达 GTC 大会上，英伟达 CEO 黄仁勋发布 RTX Spark 超级芯片。英伟达借全新芯片进军 PC 市场，意在打破英特尔长期垄断，打造适配 AI 时代的新一代 PC 硬件 英伟达近些年的市值暴涨高度绑定数据中心 GPU 业务，如今这家芯片巨头正式杀入 PC 赛道，华尔街已警觉其带来的行业冲击。 周一在中国台北 Computex 电脑展主题演讲中，英伟达 CEO 黄仁勋宣布，英伟达将联合微软共同 重塑 PC 产业 。英伟达自研 PC 系统级芯片（SoC）的消息落地后，AMD、英特尔、高通盘中集体走低。 这标志着英伟达的 AI 布局正式跳出数据中心领域，发力 边缘计算 ：手机、电脑等终端设备依靠本机芯片，无需接入云端即可运行大型 AI 模型。 IDC 分析师汤姆・迈内利表示：“黄仁勋布局 PC 芯片，本质是想要以各种形式拿下 AI 全产业链每一环。” 受利空影响，PC 处理器、移动端芯片厂商股价普跌，英伟达单日大涨超 6%。当前英伟达市值约 5.4 万亿美元，稳居全球上市公司首位，市值较美国第二名企业高出近 1 万亿美元。 英伟达携手联发科推出 RTX Spark（内部代号 N1X） ，正式入局 PC 芯片；该芯片今年晚些时候首发落地，微软、 戴尔 、 惠普 、华硕、 联想 、微星将同步推出搭载这款芯片的全新 Windows 整机。 黄仁勋称：“本次 PC 产业革新的量级，堪比功能机进化为智能手机。未来新一代 PC 均可原生运行智能体 AI。” 英伟达坐拥雄厚资产负债表与行业景气红利，但想要撼动英特尔、AMD 长期把持的 PC 芯片双寡头格局并非易事。近两年来高通接连推出适配 Windows 笔记本的 SoC 芯片； 苹果 PC 市场占有率约 9%，自 2020 年起全面自研处理器。 英伟达此前依靠数据中心 GPU 实现腾飞，这类芯片依托机房充足供电、散热与空间，适配...

美團、騰訊、阿里一起回暖，恒生科技真要反轉了？ 富途牛牛

Key PointsYour AIME is the most important factor in determining how much you'll receive each month.

Getty Images Just like Dell ( DELL ) last week, server maker Hewlett-Packard Enterprise ( HPE ) crushed expectations for its second fiscal quarter on June 1, 2026 and significantly raised its financial outlook for FY 2026 amid strong order volumes and higher-than-expected sales of data center products. Hewlett-Packard Enterprise's shares soared more than 26% in the after-hours market after the hardware company submitted its results for the second fiscal quarter, highlighting strong investor enthusiams. I like HPE but tend to become a little bit more cautious once the mainstream fully appreciates the strength of the underlying investment thesis. I do see continual valuation upside to a Dell-like 20X forward P/E, however, at which point I would consider gradually decreasing my exposure to this AI server growth play. Previous rating I recommended Hewlett-Packard Enterprise in my last work on the hardware company as a 'Buy' because of accelerating momentum for AI-optimized servers that are needed in data centers in order to run specific AI workloads at scale: Strong AI-Led Growth Setup . Just like Dell, which crushed estimates last week amid a 757% year-over-year growth rate for its AI-optimized server business, I believe HPE is well-positioned to capitalize on growing server demand in a market that is going through a major ramp-up phase, driven by the increasing potency of generative AI models. The degree to which Hewlett-Packard Enterprise's guidance was raised is significant, and I am confirming my 'Buy' rating. Massive AI-driven growth Hewlett-Packard Enterprise published better-than-expected results for its second-quarter revenues and earnings, with strong demand for its AI-optimized servers driving significant year-over-year gains and Wall Street estimate outperformance: the server maker reported $0.79 per share in normalized earnings on June 1, 2026, which beat estimates by $0.26 per share. Revenues came in at $10.7B, beating analyst expectations by $918M. Seekin...

Shares of Hewlett Packard Enterprise (NYSE:HPE) are up 25% in early Tuesday trading, changing hands near $59 after a blowout fiscal Q2 2026 report. Super Micro Computer (NASDAQ:SMCI) stock is along for the ride, climbing 5% to around $49 on a sympathy bid. The move caps an extraordinary stretch for HPE stock, which entered the ... Hewlett Packard Enterprise Rockets 25%, Super Micro Computer Climbs 5% as AI Server Demand Lights Up Q2 Earnings

北京时间6月2日晚，美股周二早盘小幅下滑，道指下跌130点。交易员正在消化近期美股迭创新高的走势，同时关注美伊关系最新进展以及主要科技股的动向。 道指跌132.62点，跌幅为0.26%，报50946.26点；纳指跌13.61点，跌幅为0.05%，报27073.20点；标普500指数跌8.78点，跌幅为0.12%，报7591.18点。 Alphabet股价走低，此前该公司表示将通过出售股票筹集800亿美元，用于人工智能基础设施建设。其中包括来自伯克希尔-哈撒韦的100亿美元投资。 谷歌 在周一盘后交易中曾一度上涨，随后转跌。 Vital Knowledge的亚当-克里萨富利表示，Alphabet公司售股融资的消息“最终是利空的”。他指出：“如果说资本主义历史上最伟大的商业模式（就规模、增长、利润率和现金流而言）都无法靠自身内部运营来为人工智能提供资金，那还有谁能做到？” 科技股继续受到关注。英伟达在盘前交易中上涨。慧与科技的股价也飙升了25%，此前这家科技公司对本季度发布了乐观展望，并上调了全年业绩指引，远超华尔街预期。慧与科技第二季度的业绩也创下了自2018年以来的最大盈利超预期幅度。 美满电子科技股价也大涨逾21%，此前英伟达CEO黄仁勋表示，这家半导体公司可能成为下一个万亿美元市值的公司。 黄仁勋表示：“当你把一个计算问题分解成多个部分，并分布到整个数据中心时，连接性就变得至关重要。这就是为什么美满电子如此重要。” 主要股指周一创下历史新高，英伟达领涨科技板块。过去几周，对人工智能交易的热潮推动股市表现强劲。Fairlead Strategies创始人凯蒂-斯托克顿表示，尚无迹象表明股市反弹已经结束。 斯托克顿表示：“标普500指数已经连续九周上涨，这自然反映了积极的动能。短期、中期、长期的动能目前都是积极的，我们还看到了一系列旗形突破形态，即急剧上涨后伴随短暂盘整，然后进一步走高。”她指出， 戴尔 科技是最近的例子。 “这些上涨确实具有爆发性。不幸的是，这也意味着它们往往以戏剧性的方式结束，但目前我们还没有从超买超卖指标中得到任何确认的卖出信号，表明这轮上涨已经结束。” 周一油价也出现上涨，此前伊朗官方媒体报道称，该国谈判代表将停止通过中间人与美国交换信息。伊朗官方通讯社塔斯尼姆还表示，伊朗将采取行动全面封锁霍尔木兹海峡。报道还称，在以色列完全停止对黎巴嫩和加...

Tesla stock dipped early Tuesday as CEO Elon Musk reminded investors about where his EV company started and how far it’s come. The move came after Musk tweeted that Tesla’s IPO market cap was only 0.1% of its current market cap. The tweet also comes just ahead of SpaceX’s massive IPO, which is expected to raise a record amount of cash, and could value the rocket company at $2 trillion.

AbbVie, CVS Health, and Verizon Communications are all high-yielding stocks with attractive valuations and robust financials.

Key PointsThe stocks listed here pay between 2.9% and 5.9% in dividends.

hapabapa/iStock Editorial via Getty Images Twilio ( TWLO ) appears to have been deemed an AI winner. The company has seen growth accelerate while also delivering solid gains in profitability. The software sector has been beaten down as investors appear concerned regarding potential AI disruption over the long term. TWLO now trades at a notable premium to many software peers, the magnitude of which I find unjustified. In spite of the strong financial results, I am downgrading the stock to a sell rating. TWLO Stock Price I last covered TWLO in March where I recommended avoiding the stock due to valuation. The stock has soared over 60% since. Data by YCharts I suspect that I might prove early in my bearishness, but I think the market is not adequately pricing in the possibility that the growth ends up proving more cyclical than secular. TWLO Stock Key Metrics TWLO is an enterprise software company that allows developers to integrate communication features such as voice, text, video, and others, directly into their applications. The company had once seen top-line growth slow to the single-digit-range following the pandemic, but has since seen a pronounced resurgence in growth due to AI. In the most recent quarter, the company generated 20% YoY revenue growth to $1.4 billion, including a 16% organic growth rate. This exceeded guidance for around 15% revenue growth. That 20% growth rate represented a significant step up from the 14% growth rate posted in the fourth quarter. 2026 Q1 Presentation The company saw gross margins come in at 50%. This was in-line sequentially and I view this positively given that investors had previously been concerned about margin deterioration due to higher carrier fees. 2026 Q1 Presentation The company saw its dollar-based net expansion rate surge 700 bps YoY to 114%. Many software investors have been looking for acceleration in top-line growth as evidence of immunity from the so-called SaaS apocalypse. In this respect, TWLO appears to have d...

primeimages/E+ via Getty Images Investment Approach Fidelity® International Growth Fund ( FIGFX ) is a diversified international equity strategy with a large-cap growth orientation. Our investment approach targets companies with multiyear structural growth prospects, high barriers to entry and attractive valuations based on our earnings forecasts. Investment ideas typically fall into three main categories: structurally attractive growth themes, where investors may be underestimating the durability of growth drivers and long-term earnings power; cyclically out-of-favor companies with limited competition and pricing power, where investors may be focusing on near-term cyclical concerns and discounting long-term prospects; and companies with strong earnings potential whose share prices have fallen due to macroeconomic events. • We strive to uncover these companies through in-depth fundamental analysis, working in concert with Fidelity's global research team, with the goal of capturing market upside while limiting downside participation. PERFORMANCE SUMMARY Cumulative Cumulative Annualized Annualized Annualized Annualized 3 Month YTD 1 Year 3 Year 5 Year 10 Year/LOF 1 Fidelity International Growth Fund Gross Expense Ratio: 0.84% 2 -2.20% -2.20% 13.19% 9.85% 5.24% 8.70% MSCI EAFE Growth Index (Net MA) -4.66% -4.66% 12.87% 7.68% 3.70% 7.30% Morningstar Foreign Large Growth -4.01% -4.01% 12.49% 8.99% 2.82% 7.42% % Rank in Morningstar Category (1% = Best) -- -- 46% 42% 27% 27% # of Funds in Morningstar Category -- -- 382 359 332 225 Click to enlarge 1 Life of Fund (LOF) if performance is less than 10 years. Fund inception date: 11/01/2007. 2 This expense ratio is from the most recent prospectus and generally is based on amounts incurred during the most recent fiscal year, or estimated amounts for the current fiscal year in the case of a newly launched fund. It does not include any fee waivers or reimbursements, which would be reflected in the fund's net expense ratio. Past p...

J Studios/DigitalVision via Getty Images Job openings rose to 7.618M in April from 6.887M in the prior month (revised from 6.866M), against the consensus of 6.833M, according to data released by the Bureau of Labor Statistics on Tuesday. The number of job openings increased in professional and business services (+668K), but decreased in finance and insurance (-135K). Job openings rate ticked up to 4.6% from 4.2% in March, according to the BLS's Job Openings and Labor Turnover Survey. Over the month, hires and total separations decreased to 5.1M (-419K) and 5.0M (-399K), respectively. Hires were little changed in all industries, while separations decreased in retail trade (-136K). Quits rate was little changed at 1.9%, vs. 2.0% prior. Layoffs and discharges were little changed at 1.1%, with a notable decrease seen in retail trade (-88K). More on Jobs & Employment The AI boom is creating jobs, not destroying them, Apollo says Summer job crunch leaves teens facing toughest hiring market in decades Low unemployment streak revives debate over job market's new floor

Javier Ruiz/iStock via Getty Images We are upgrading VNET ( VNET ) to HOLD from SELL on the back of solid 1Q26 results. Consistent with our industry thesis on GDS ( GDS ) (see: GDS Holdings: Navigating The Structural Time Lag Of China's AI Infrastructure Boom ), we believe that VNET is well-positioned for China’s AI capex momentum as the country attempts to grow under the constraints of US tech policy. However, we believe that our thesis has fundamentally shifted since we last published, as VNET’s revenue mix has changed significantly over the years (see: VNET: Riding AI Waves While Retail IDC Anchors The Ship ). We were negative on VNET largely due to its higher mix of retail legacy IDC business, which we viewed as insufficient to move the needle, given that retail IDC accounted for ~60% of VNET's revenue and was likely to remain a drag on VNET's revenue growth outlook given the weak retail demand profile. While we acknowledge management’s focus on scaling the wholesale business to offset the retail weakness, we were also concerned about potential higher capex risk and competition from other service providers. Over the years, this narrative has taken a turn in that wholesale IDC revenue has grown to account for roughly half of total IDC revenue, backed by growing capacity demand and utilization rate. More importantly, backlog growth has been healthy, indicating positive momentum as we head into 2H of this year and is supportive of our bullish industry view. The shift in VNET’s fundamentals gives us comfort in that the narrative is in a much better position than a year ago, driven by the resilient growth in the wholesale IDC business; hence, we upgrade the stock to HOLD from our prior SELL rating. Why not double-upgrade to BUY? Management maintained its 2026 guidance, unlike GDS, which guided no meaningful revenue growth until 2H27. Company presentation VNET spent 1.9bn in capex in Q1, and management guided 10bn-12bn in annualized capex for 2026, mostly allocated to...

$NVIDIA (NVDA.US)$ keep holding on~ Moomoo

The big year for stocks keeps on moving along.

In this article HPE Follow your favorite stocks CREATE FREE ACCOUNT Hewlett Packard Enterprise rings the Opening Bell at the New York Stock Exchange on Oct. 15, 2025. NYSE Shares of Hewlett Packard Enterprise surged 25% Tuesday, pacing for its biggest daily gain ever as the company posted its biggest earnings beat since 2018. The stock is looking to set a new intraday all-time high. Artificial intelligence-related demand in its server unit blew away analysts' expectations for second-quarter earnings. HPE reported adjusted earnings per share of 79 cents, versus 53 cents expected, and overall revenue soared to $10.68 billion versus an expected $9.79 billion. Server revenue alone, a sub-division of its cloud and AI unit, came in at $5.45 billion, topping the $4.66 billion analysts expected. In the wake of Dell's own AI-fueled earnings blowout, some analysts are getting cautious about how sustainable demand might be in the server space, as firms continue to buy and server prices climb. Bernstein increased their HPE estimates after better projections in the traditional server unit and took their price target to $62 from $35, writing that "a lot of the upside is already in the stock." The firm kept its rating at Market Perform. Morgan Stanley took their price target from $33 to $71. "Similar to DELL, HPE is seeing material upside to results from inelastic server demand and share capture, as servers become strategic, and those with supply take price," Morgan Stanley analysts wrote. "Durability of demand vs. peak earnings risk will be the key debate from here." Read more CNBC tech news Nvidia's new PC chips represent CEO Huang's bid to win at every layer of AI stack Amazon's four-day Prime Day event starts June 23, as shoppers battle inflation Blue Origin launchpad damaged in rocket explosion may not be restored until 2028, Isaacman says Microsoft and Google are late to AI coding, but 'absolutely critical' they compete for growth CNBC's Katie Tarasov, Kristina Partsinevelos...

迈威尔科技股价暴涨，英伟达CEO黄仁勋称其可能“就是下一家万亿美元公司”。 当地时间6月2日，美股三大股指集体低开，随后道指转涨。截至发稿，道指涨0.17%，标普500指数跌0.09%，纳指跌0.28%。 纳斯达克中国金龙指数早盘大涨，截至发稿，该指数涨近2%。热门中概股普涨， 阿特斯 太阳能 、理想汽车涨超6%，亿航智能、小鹏集团、金山云涨超5%，阿里巴巴、京东涨超4%，百度、拼多多涨超2%。 经济数据方面，当地时间6月1日，美国5月ISM制造业PMI数据公布，该指数录得54，较4月份上升1.3点，为2022年5月以来的最高值，且已连续五个月处于扩张区间。 数据显示，此次PMI走高主要得益于新订单和生产量的双增，其中新订单增速加快至四个月以来的最高水平，工厂生产同步呈现上行态势。 受此影响，交易员进一步加码押注美联储的下一步利率行动将是加息。利率互换显示，交易员已完全消化了2027年3月前加息的预期，并认为最早在10月加息的可能性高达50%。 热门个股方面，迈威尔科技直线拉升，股价大涨超26%。消息面上，黄仁勋6月2日在COMPUTEX 2026演讲时表示，迈威尔科技将成为下一个万亿美元公司。 黄仁勋是在与迈威尔董事长兼首席执行官马特·墨菲进行对话时发表上述言论的。 黄仁勋解释，实用型AI已经到来，这正是迈威尔科技需求激增的原因，也是英伟达需求激增的原因。而让这一切成为可能的新型计算模式，叫做智能体（Agents）。这些智能体有一套特定的计算平台和计算模式——解耦式、分布式架构。当把一个计算问题拆解成很多部分，并分布到整个数据中心之后，连接性就变得不可或缺了，这正是迈威尔科技如此重要的原因。通过分布式和解耦式计算，让任务在这些庞大的集群中运行，从而能够聚合所有的计算能力、内存和带宽——而让这一切成为可能的，正是连接性。 迈威尔科技公司总部位于美国特拉华州，主要提供数据中心网络、交换芯片、光互联芯片以及存储解决方案等。 十年前，迈威尔科技数据中心业务营收占比不到10%，而上个季度，这一比例超过75%。基于最新财报指引，华尔街预期其明年营收将达到164亿美元。 为了应对极其复杂的网络架构需求，英伟达此前已向迈威尔科技战略投资了20亿美元，双方的合作正向光通信、硅光子及NV Link Fusion等多个维度拓展。 综合自：市场行情、券商中国、e公司等 责任编辑：宋雅芳

Sundry Photography/iStock Editorial via Getty Images Snowflake's ( SNOW ) partnership with Anthropic ( ANTHRO ) is driving up Claude adoption by enterprises through Snowflake Cortex AI, the companies announced today at Snowflake Summit 26 . The two companies initially announced the multi-year partnership in December 2025. "The rapid adoption of models like Claude through Snowflake Cortex AI reflects a broader shift in what enterprises expect from AI," said Christian Kleinerman , EVP of Product at Snowflake. "Customers want AI that works directly on their governed data, not in isolated systems. We're seeing strong demand across our AI products, with Snowflake Cortex Code becoming the fastest-growing product in Snowflake's history." Snowflake's Cortex Code now has more than 7,100 users, and enterprises adopting the company's AI solutions include Basis, Block, Carvana ( CVNA ), eSentire, Indeed, and Notion. "Snowflake brings the governed data environment enterprises already rely on, and Claude brings the reasoning to put that data to work," said Steve Corfield , Head of Global Business Development & Partnerships at Anthropic. "Together we're making it easy for organizations to use trusted AI on their most critical business data." More on Snowflake and Anthropic Snowflake: Escalating Agentic AI Catalyst Snowflake Just Signed A 5-Year Check To Its Biggest Competitor Snowflake Roars Back To Life On AI Growth, Earnings Beat. Still Looks Undervalued Is Alphabet's stock offering the sign of things to come for AI companies? Salesforce stake in Anthropic valued at nearly $5B: report

Cotton prices are up 60 to 93 points so far on Tuesday morning. Futures were up 36 to 62 points in most contracts on Monday. The US dollar index was $0.288 lower at $98.140. Crude Oil as up $5.26 at the close. The weekly NASS Crop Progress report showed 66%...

Lean hog futures are trading with losses of 75 cents to $1.12 at the close, with July 35 cents higher. Open interest suggested modest new selling interest, up 3,225 contracts. USDA’s national base hog price was reported at $93.86 on Monday afternoon, up 63 cents from the day prior. The...

Live cattle futures saw gains of 75 cents to $2.05 across the board on Monday. Cash trade felt softer last week to $255-258 across the country. Feeder cattle futures were $3.12 to $3.625 higher on the Monday session. The CME Feeder Cattle Index was back down $6.26 on May 29...

Soybeans are down 1 to 2 cents in the front months on Tuesday AM trade. Futures closed the Monday session with contracts down 1 to 6 cents. Open interest was up 5,207 contracts on Monday. The cmdtyView national average Cash Bean price was down 3 3/4 cents at $11.21 1/4....

美国总统特朗普任命联邦住房金融局局长威廉・普尔特出任国家情报总监办公室代理负责人。 特朗普此番选用普尔特，意在启用一名心腹盟友；此前普尔特已提请对多名特朗普的政敌提起诉讼，指控其涉嫌抵押贷款欺诈。普尔特将接替上月离任的图西・加巴德。 特朗普在其社交媒体平台发文称：“威廉在美国处理各类高度敏感事务、维护市场稳健运行方面经验深厚，还执掌 房利美 与房地美规模超10万亿美元的相关业务，该体量较12个月前大增，同比涨幅远超一年前。任职期间，他将继续兼任联邦住房金融局局长、房利美与房地美董事长。祝贺普尔特局长履新！” 此番人事提名存在多处反常之处。普尔特早年经营建筑企业与私募股权公司，从未有过国家级高层国安履职履历。 特朗普同时透露，拟任命其以代理职务出任该岗，这也意味着普尔特大概率难以通过参议院提名表决，无法正式就任国家情报总监一职。 美国国家情报总监统筹监管情报体系下辖十余个机构，按惯例，就任该情报系统最高长官者，几乎不会同时兼任其他联邦机构一把手，一人身兼多职的安排十分罕见。 普尔特曾指控多名特朗普眼中的政敌涉嫌抵押贷款欺诈，涉案人员包括美联储理事莉萨・库克、加州民主党联邦参议员亚当・希夫、前加州民主党联邦众议员埃里克・斯沃尔韦尔、纽约州民主党总检察长莉蒂希娅・詹姆斯。 责任编辑：陈钰嘉

Pfizer (NYSE:PFE) is one of those names where the headline narrative (COVID hangover, patent cliff) keeps overshadowing what is actually a defensive cash machine trading at a single-digit forward multiple. After running the numbers, my view leans constructive, and the 24/7 Wall St. price target reflects that. PFE stock trades at $26.18, and our 24/7 ... Why Pfizer’s Current Price May Be Too Cheap to Ignore

陈立武表示，过去四周已有多位企业首席执行官直接向他提出增加CPU供货的要求。 6月2日，英特尔首席执行官陈立武（Lip-Bu Tan）在台北电脑展（Computex 2026）上表示，企业对CPU的需求正在显著增长，部分产品供应已出现紧张迹象，过去四周已有多位企业首席执行官直接向他提出增加CPU供货的要求。 陈立武表示，代理AI（Agentic AI）系统在强化学习、任务编排以及多模型协同运作过程中，对CPU资源的依赖程度高于外界预期。 “CPU的重要性正在上升。随着代理AI的发展，我们需要新的系统架构，而CPU在强化学习和编排层面扮演着关键角色。”陈立武表示，“有很多CEO亲自给我打电话，希望获得更多CPU供应。” 近年来，市场焦点主要集中于用于训练大型语言模型的图形处理器（GPU），但随着AI应用逐渐从模型训练转向推理、执行和自动化任务管理，业内越来越多企业开始关注CPU在数据处理、工作流协调以及系统控制层面的作用。 在当天的主题演讲中，陈立武进一步明确了英特尔面向AI时代的战略定位。他表示，英特尔每年出货数亿颗SoC，与合作方构建覆盖芯片、系统和软件的完整生态体系，并在四大核心计算领域创造价值，包括个人电脑（PC）、边缘与代理AI（Agentic AI）、基础数据中心以及新兴的智能中心（Intelligence Centers）。 “每一个生态系统都代表着一代人的产业机遇。”陈立武表示，未来英特尔将针对不同工作负载和应用场景，提供专用CPU、GPU以及ASIC解决方案。 在数据中心市场，陈立武重申英特尔对x86架构的长期投入。他表示，x86架构已支撑全球数据中心近50年，根据IDC预测，到2030年全球每10台服务器中将有8台基于x86平台运行。 值得注意的是，在人工智能基础设施需求快速增长之际，CPU市场竞争也正在加剧。长期以来由英特尔和AMD主导的服务器CPU市场，正吸引包括英伟达、高通在内越来越多的厂商进入。随着AI推理、智能代理和自动化工作流逐渐成为企业部署重点，围绕CPU、GPU及定制ASIC协同计算的新一轮竞争正在展开。 陈立武认为，未来竞争将不再局限于单一芯片性能，而是围绕完整AI生态系统展开。英特尔希望凭借其覆盖芯片设计、制造、系统平台及软件生态的全栈能力，在AI时代重新确立自身的核心地位。 “这是英特尔的转型之年，不会停留在过去。我们正在打造...

Eugene Zvonkov/iStock via Getty Images Credo Technology Group Holding Ltd ( CRDO ) is down around 4% in pre-market, up from being down around 15% in extended trading on Monday following the company’s Q4 '26 earnings report. Seeking Alpha It seems as though investors rushed to buy the dip, even before market open. The print wasn’t necessarily a disappointment, but it seemed as though the market sold the news post-print, as the stock had run up north of 25% over the past month, over 57% year-to-date, and over 150% quarter to date. Seeking Alpha At that point, good enough results, paired with a double beat , were not enough, and we saw that reflect in the stock movement rather fast. I’m maintaining the stock with a Buy at these levels, and think the Monday pullback, along with the after-hours flush, is a sentiment reset rather than a fundamental one. Nothing in the actual print broke the thesis, but before I get into that, here’s the earnings rundown. Earnings rundown: Credo closed out fiscal 2026 with a Q4 that beat on both lines. Revenue came in at $437.0 million, up 157% year over year and 7.4% sequentially, clearing the $433.3 million consensus by $3.7 million, while non-GAAP EPS of $1.16 topped the $1.03 estimate by $0.13. Profitability remained exceptional, with non-GAAP net income of $226.7 million for the quarter, a 51.9% non-GAAP net margin, and a non-GAAP operating margin of 49.6%. For the full year, revenue reached $1.34 billion, up 206% year over year and more than tripling off the roughly $437 million FY25 base, with the quarter alone matching all of last year. Full-year non-GAAP net income came in at $662 million, more than five times the prior year as well. Guidance is where the story turns. For the first quarter of fiscal 2027, Credo guided revenue to $465 million to $475 million, a $470 million midpoint that sits about $5.3 million above the $464.67 million consensus. The company sees GAAP gross margin of 66.9% to 68.9% and non-GAAP gross margin of 67%...

Alphabet isn’t the only one selling shares of the Google parent: The company was on track to shed $208 billion in market cap. Alphabet shares were down 3.5% after the company announced massive plans for stock sales to fund AI spending and shore up the firm’s balance sheet.

Enterprise ERP modernization in 2026 is being driven by the need for greater operational resilience, faster decision-making, and tighter coordination across finance, supply chain, manufacturing, procurement, and service operations. Organizations are increasingly evaluating ERP platforms based on their ability to improve execution speed, surface operational risks earlier, and support more connected business processes across complex global environments.

格隆汇6月2日｜6月1日，由中泰证券担任牵头主承销商、簿记管理人的江西省财政投资集团有限公司2026年面向专业投资者公开发行公司债券（第一期）成功发行。本期债券发行规模16亿元，期限5年，全场认购倍数达4.99倍，最终票面利率1.74%，刷新江西省5年期公司信用类债券发行利率历史最低纪录。

MF3d/E+ via Getty Images Balancing Growth and Resilience Last month I wrote two articles on emerging market ETFs using a two-dimensional Z-score analysis for growth and resilience. The first article highlighted the JPMorgan ActiveBuilders Emerging Markets Equity ETF ( JEMA ), as an actively managed, superior proxy for owning a broad-market benchmark fund. The second article discussed the outperformers for each dimension of the Z-Score. The iShares Emerging Markets Dividend ETF ( DVYE ) was identified as the most resilient and the Nomura Focused Emerging Markets Equity ETF ( EMEQ ) had the highest growth, with the Freedom 100 Emerging Markets ETF ( FRDM ) getting an honorable mention. I did not discuss the ETF that has the best combination of growth and resilience in either article. This is the iShares Emerging Markets Infrastructure ETF ( EMIF ), which I will discuss in detail in this article. However, for reasons that will become clear, it is not appropriate to allocate 100% to EMIF despite its excellent performance. Having identified several EM ETFs that have useful properties, but having no single ETF that provides the perfect combination of growth and resilience, in this article we tackle this portfolio optimization problem. However, instead of simply choosing two or three of the ETFs based on our analysis of their characteristics with some arbitrary weighting, we return to the entire original universe of 40 ETFs and use Python to create optimal portfolios based on Z-Scores by testing over 200,000 combinations. Letting the algorithm make the decisions is a good way to keep our biases in check, but we don't solely rely on the quantitative analysis and apply discretionary filters derived from fundamental insights. We steer the algorithm to produce three portfolios for three investor inclinations: Balanced, Aggressive and Defensive. I refer the reader to the JEMA article for a full explanation of the Z-score methodology, but the main aspect to realize is the Z-Scor...