格隆汇6月1日｜天猫超市已进驻香港市场。香港消费者在天猫超市购买商品，将可享受“明日达”服务。淘宝香港站总经理丁镇财介绍，平台首批上架商品逾8万件。按照规划，年底前香港自提点将在现有约1200个的基础上增加四成，并引入无人自提点和自助取货模式。

英伟达CEO黄仁勋6月1日在GTC Taipei 2026大会上表示，全球3000万到4000万专业软件开发者都在以编程为生，在2023年应用AI编程的次数是3亿次，2024年4亿次，2025年5亿次，2026年的前几个月，这个数字已经几乎增长了两倍（至14亿次）。（财联社）

NVIDIA DSX enables up to 40% more GPUs within a fixed power budget Stock Titan

英伟达CEO黄仁勋：Vera Rubin架构现已投入全面量产。

Kuwaiti state media report sirens sounding across the country, as officials say air defences active over the country European leaders condemn Israel’s deepening incursion into Lebanon US central command (Centcom) has said that it struck targets in Iran over the weekend, in a statement that came just minutes after Kuwait announced it was under attack. Labelling their actions “ self-defence”, the US said it hit Iranian “radar and command and control sites for drones in Goruk, Iran and Qeshm Island”. The measured and deliberate strikes occurred on Saturday and Sunday in response to aggressive Iranian actions that included the shootdown of a U.S. MQ-1 drone that was operating over international waters. U.S. fighter aircraft swiftly responded by eliminating Iranian air defenses, a ground control station, and two one-way attack drones that posed clear threats to ships transiting regional waters.” Continue reading...

NVIDIA Vera Rubin Ramps Into Full Production NVIDIA Vera Rubin is ramping into full production, with Taiwan’s top server makers and global supply chain leaders manufacturing Vera Rubin-based systems at scale — fueling AI labs, cloud providers and hyperscalers to build tomorrow’s intelligence. News Summary: NVIDIA Vera Rubin is ramping into full production, with Taiwan’s top server makers and global supply chain leaders manufacturing Vera Rubin-based systems at scale — fueling AI labs, cloud prov

PM Images/DigitalVision via Getty Images Overview When I previously covered the BlackRock Debt Strategies Fund ( DSU ), I issued a hold rating due to the fund's uncertainty surrounding the outlook of interest rates. Since then, the share price has slightly retracted, but the distributions help to maintain a positive total return. Since that last coverage, the fund has released an updated annual report, and the macroeconomic environment has shifted a bit. Therefore, I wanted to reassess the overall appeal and value proposition for the fund going forward. I believe a lot of the same risks remain, but the outlook may have worsened as it appears that interest rate hikes have become more likely. The fund's valuation continues to be a bit tricky. For instance, DSU now trades at a small premium to NAV of 0.82%. Referring to the red line on the graph below, we can see that DSU continues to trade at the higher end of its price-to-NAV range for the last five years. For instance, the fund has traded at an average discount to NAV of 2.89% over the last five years. However, I believe the price-to-NAV relationship is being directly influenced by the fact that DSU continues to pay out a generous distribution. CEF Data DSU now offers investors a starting dividend yield of about 12.1% while issuing those payouts on a monthly basis. However, a review of the latest annual report indicates that DSU is paying out more than it actually earns. This dynamic is unsustainable over time and is one of the reasons why the fund's discount to NAV has seemingly disappeared, although the share price continues to suffer. I believe that a reduction in payouts will be needed to substantially improve the value proposition of the fund. Fund Strategy According to the latest fund overview , DSU now has total managed assets of $735.9M that are spread across ~1,310 different holdings. The fund's primary objective is to provide a high current income for investors, which it achieves by investing in a diversif...

格隆汇6月1日｜英伟达宣布推出NVIDIA DSX平台，为基础设施构建者提供创建AI工厂的完整行动指南。“我们不仅仅是在出货芯片——我们正在为每一个基础设施构建者提供建造AI工厂的完整指南，”英伟达创始人兼首席执行官黄仁勋表示，“借助DSX平台，你可以在不花一分钱的情况下对整个工厂进行模拟，在安装一个机架之前验证性能，并以生产级AI所需的可靠性进行运营。”

连续三个月成交量突破1.5万套并站稳荣枯线之上，连续两个月成交量均为五年来同月新高，北京二手房市场终于告别深度调整阶段，步入稳步复苏通道。根据北京市住建委数据统计，5月北京二手房网签量达15229套，同比上涨6.67%；网签面积约136.37万平方米，同比增长3.33%。在成交量稳步回升的带动下，二手房成交价格也逐步企稳。上海易居房地产研究院副院长严跃进表示，目前北京二手房市场已形成稳定规模，整体迈上新台阶。随着房价合理回调，核心城市二手房性价比凸显，优质资产属性进一步显现。与此同时，楼市相关政策成效持续释放，二手房市场活跃度显著提升。这一现象既是楼市企稳的重要信号，也指明了重点城市房地产市场的发展趋势。（北京商报）

海思科公告，公司全资子公司美国海思科于近日收到美国食品药品监督管理局（FDA）的上市批准通知，公司自主研发的环泊酚注射液在美国的新药上市申请获得批准，用于成人全身麻醉诱导。环泊酚注射液是中国首款获得FDA批准上市的自主创新静脉麻醉药物，对公司国际化发展具有积极意义。

格隆汇6月1日｜据北京商报，连续三个月成交量突破1.5万套并站稳荣枯线之上，连续两个月成交量均为五年来同月新高，北京二手房市场终于告别深度调整阶段，步入稳步复苏通道。根据北京市住建委数据统计，5月北京二手房网签量达15229套，同比上涨6.67%；网签面积约136.37万平方米，同比增长3.33%。在成交量稳步回升的带动下，二手房成交价格也逐步企稳。 上海易居房地产研究院副院长严跃进表示，目前北京二手房市场已形成稳定规模，整体迈上新台阶。随着房价合理回调，核心城市二手房性价比凸显，优质资产属性进一步显现。与此同时，楼市相关政策成效持续释放，二手房市场活跃度显著提升。这一现象既是楼市企稳的重要信号，也指明了重点城市房地产市场的发展趋势。

格隆汇6月1日｜英伟达CEO黄仁勋6月1日在GTC Taipei 2026大会上表示，全球3000万到4000万专业软件开发者都在以编程为生，在2023年应用AI编程的次数是3亿次，2024年4亿次，2025年5亿次，2026年的前几个月，这个数字已经几乎增长了两倍(至14亿次)。

Long known for mobile brick phones and traditional telecom infrastructure, Nokia (NYSE: NOK) is quietly in the middle of an exciting transformation. Back in October, Nvidia (NASDAQ: NVDA) made a $1 billion strategic investment in Nokia , marking a major turning point as the telecom provider pushed into artificial intelligence (AI). Since Nvidia's investment, Nokia's stock has climbed from roughly $6 to just below $15, reflecting growing investor excitement around the company's AI ambitions. Adding to this momentum is a flurry of insider purchases. Continue reading

百度集團－ＳＷ(09888)出現大手賣出8.35萬股，成交價$129.1，涉資1.078千萬 AASTOCKS.com

騰訊控股(00700)出現大手買入2.83萬股，成交價$436.0，涉資1.234千萬 AASTOCKS.com

格隆汇6月1日｜据伊朗媒体消息，伊朗革命卫队称，其打击了美军用于对伊朗南部锡里克岛上一座电信塔发动攻击所使用的一处空军基地。

格隆汇6月1日｜港A两市AIPC概念股集体走强，其中，龙旗科技AH股齐涨，A股涨停报37.91元，H股一度涨近19%报27.7港元。 消息面上，北京时间5月30日凌晨，微软、英伟达、Arm三方罕见联动，在社交媒体发布“PC的新时代”预告，并附上中国台北国际电脑展(ComputeX 2026)举办地的坐标。行业普遍预期，英伟达将在6月1日的主题演讲中正式发布其首款消费级Arm架构PC SoC芯片——N1/N1X。如果AI级GPU、低功耗CPU、Windows生态能够顺利整合，意味着AI算力版图正在从云端 GPU、AI 工厂，进一步下探到个人电脑这个端侧入口。 业内人士指出，龙旗科技是AIPC端侧算力变革中的核心硬件代工(ODM)与量产出货商，在AIPC领域已实现“双平台/多平台量产出货”，产品设计与技术能力已全面覆盖Intel、AMD、Qualcomm(高通Arm架构)等主流芯片平台。英伟达此次杀入消费级Arm PC芯片领域，龙旗科技凭借现有的Arm架构PC研发与量产经验，是其芯片端侧落地的最直接受益者。

Exclusive: TSMC SoIC deepens AI chipmaker lock-in while Huawei hits process wall digitimes

格隆汇6月1日｜据央视，伊朗最高领袖军事顾问雷扎伊表示，美国与以色列发动战争企图重塑中东格局，而伊朗则打造出全新的作战体系进行对抗，并且伊朗已经做好了打破美国对伊朗海上封锁的准备。

【有線新聞】緬甸東北部一個存放採礦炸藥的倉庫爆炸，造成至少55人死亡，多人受傷，傷者包括一名中國公民。在北京，外交部指將會提供必要協助。 網上片段見到爆炸威力強勁，不少民眾在多處都拍攝到半空出現巨大蘑菇雲。現場是接壤雲南邊境的緬甸撣邦北部南坎鎮，由於當地反政府武裝組織持續與政府軍交戰，甚至有居民一度誤以為爆炸是空襲。事故發生在周日中午，控制當地的德昂民族解放軍證實一個存放採礦炸藥的倉庫爆炸，造成嚴重破壞和大量人員死傷。組織強調會徹查事故和追究責任，並向受影響人士發放救濟金。 倉庫所在的位置炸開一個巨大的深坑，滿布燒焦的殘骸和瓦礫，部分仍然有煙冒出。爆炸威力強勁更波及附近的村莊，多處民居及建築物損毀倒塌，有房屋只剩下支架，據報約有300間房屋受損。救援人員瓦礫中發現多具遺體，又出動挖土機移走大型瓦礫，以便搜索生還者，目前已有多名傷者被送往附近的醫院搶救。 在北京，外交部已向緬甸核實情況，確認一名中國公民在事故受傷。中方對遇難者表示哀悼，並要求緬甸當局全力救治受傷公民。中方將密切關注調查進展，並為事故的善後提供必要協助。

格隆汇6月1日｜红相股份(300427.SZ)今日一字板跌停，目前封单金额高达近4.5亿元，报7.29元创年内新低，总市值37亿元。消息上，5月29日晚，红相股份公告称，公司及实际控制人杨成因涉嫌欺诈发行证券案等，收到厦门市公安局《移送起诉告知书》，案件被移送厦门市人民检察院审查起诉。公司虽声明经营正常，但短期市场信心受重创，股票“20CM”跌停。投资者需密切关注案件进展及公司后续公告。

格隆汇6月1日｜A股三大指数早盘集体下跌，截至午盘，上证指数跌0.12%，深证成指跌0.6%，创业板指跌0.9%，科创50指数跌3.24%。全市场成交额19683亿元，较上日缩量1639亿元，全市场超3800只个股上涨。半导体、算力硬件产业链调整，CPO、PCB、GPU方向领跌；稀土、创新药、白酒、金融跌幅靠前。煤炭、油气、电力、文化传媒走强，AI应用、电商、网络安全题材活跃。 今日煤炭、软件、计算机、油气及海外市场板块逆势走强，相关ETF涨幅显著，与煤炭、油气、电力题材活跃的行情高度联动： 煤炭板块：煤炭ETF国泰（515220）大涨4.98%，领涨全市场，煤炭题材集体爆发。计算机与软件板块：计算机ETF南方（159586）上涨3.91%，软件ETF华安（561010）上涨3.84%，软件ETF嘉实（159852）上涨3.74%，创业板软件ETF华夏（159256）上涨3.68%，软件ETF国泰（515230）上涨3.52%，AI应用、网络安全题材集体走强，与文化传媒题材形成共振。油气与能源板块：能源ETF广发（159945）上涨3.16%，油气、能源题材同步活跃。海外市场板块：亚太精选ETF南方（159687）上涨4.59%，纳指ETF广发（159941）上涨3.31%，海外市场题材集体走强。消费板块：线上消费ETF工银（159725）上涨3.11%，电商、消费题材同步活跃。 今日半导体、科创芯片、算力硬件板块集体大幅下挫，相关ETF跌幅居前，与半导体、算力硬件产业链调整，CPO、PCB、GPU方向领跌形成联动： 科创芯片与半导体板块：科创芯片ETF嘉实（588200）大跌3.90%，领跌市场；科创半导体ETF华夏（588170）下跌3.63%，半导体设备ETF招商（561980）下跌3.57%，集成电路ETF国泰（159546）下跌3.40%，科创芯片设计ETF国联安（588780）下跌3.36%，芯片ETF华夏（159995）下跌3.29%，芯片ETF国泰（512760）下跌3.26%，半导体设备ETF国泰（159516）下跌3.23%，科创信息ETF摩根（588770）下跌3.22%，科创成长ETF易方达（588020）下跌3.54%，半导体设备、芯片、科创题材集体大幅回调。

騰訊控股(00700)出現大手賣出2.61萬股，成交價$439.0，涉資1.146千萬 AASTOCKS.com

格隆汇6月1日｜据大河财立方，5月31日，知名投资人段永平在投资平台上分享了他对FSD的看法。此前，5月21日，特斯拉官方宣布监督版FSD的最新布局，其中提到监督版FSD可以在中国使用，同时近日特斯拉中国发布多个与智能驾驶测试相关的招聘岗位，引发行业对其FSD加速落地中国市场的相关猜测。 对此，段永平建议找机会去试驾一下。他表示，“自己用FSD，觉得很好用，所以建议关注我的人去试驾一下。我不是试车员，没有试过别的，因为这个已经很好用了。”段永平还分享了他的一段经历。段永平称：“从湾区开到pebble beach就有一段一号公路的。我啥都没注意，在车库里设好地址然后按自动驾驶就好了，还试过一次中间不小心睡着了40分钟。我现在已经很久没开过别的车了。”他还表示知道不应该睡觉，但戴了墨镜不小心睡着了。FSD什么级别他不知道，但除了停车外几乎没接管过。

Khanchit Khirisutchalual/iStock via Getty Images At a glance Performance The Portfolio returned -3.09% (gross) and the 80% MSCI ACWI Net/20% Bloomberg US Agg returned -2.55%. Contributors/detractors Both equity and fixed income investments detracted from relative performance, although exposure to U.S. value stocks was a positive offset. Outlook While volatility has increased with the onset of conflict, financial markets have proven relatively resilient. Portfolio management Adam Hetts, CFA Oliver Blackburn, CFA Investment environment Global financial markets were relatively stable in the first two months of 2026, supported by resilient economic growth and hopes for central bank rate cuts. Volatility increased in March, after the outbreak of war in the Middle East led to surging oil prices, increased inflation fears, and reduced expectations for rate cuts. The U.S. benchmark 10-year yield rose to the highest level since mid-2025, while yields on core 10-year government bonds in the UK, Germany, and Japan also increased. Against this backdrop, fixed income investments delivered mixed performance, with corporate bonds outperforming sovereign debt. Most broad equity market indices ended the period with negative performance, while investors rotated from cyclical stocks into energy shares. Value stocks outperformed growth stocks. Portfolio review Equity holdings weighed on relative performance against a backdrop of increased market turbulence. The portfolio held an overweight position in U.S. equities. Those holdings detracted from relative performance, due to stock selection. However, exposure to value stocks helped to partially offset weakness in other equity investments. The portfolio held a modest underweight in international equities, and those investments also detracted from relative performance. The portfolio held an overweight allocation to international fixed income. Those investments were slight detractors from relative performance. The portfolio's underweight a...

NVIDIA DSX Gives Infrastructure Builders the Playbook for AI Factories NVIDIA Newsroom

Former US Federal Reserve chair Jerome Powell used one of his first major public appearances since leaving office to defend independent institutions while accepting an award Sunday honouring his efforts to preserve the central bank’s independence. Speaking at the John F. Kennedy Presidential Library, Powell called universities, courts, Congress and the central bank “the foundation and the embodiment of our democracy” and argued that the Fed’s independence was a “priceless asset” that must be...