华见早安之声 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 上周五， 戴尔引爆AI交易狂欢、力挺三大美股指再创新高 ， 标普连涨九周 ，续 创两年多来最长连涨 ，纳指两个月累涨近25%；AI服务器营收激增的 戴尔涨超30% ，带动电脑硬件及服务股走高，IBM、慧与和超微电脑涨超10%；Snowflake和Okta业绩强劲推动软件股反弹， Snowflake财报后两日累涨近46% ；芯片股涨跌不一，美光反弹超5%至新高，但英伟达回落超1%；蓝色起源火箭发生爆炸、 航天股普跌 ，合作方AST SpaceMobile跌近15%。 特朗普发帖宣布将作伊朗战事最终决定 ， 原油下挫、美债跳涨、美元转跌 。特朗普发帖后，十年期美债收益率和美元指数创两周新低。 离岸人民币盘中逼近6.76 、连续 三日创三年新高 ；比特币盘中跌破7.3万美元至一个半月新低，特朗普发帖后一度反弹超2%。 原油 5月累跌近20% 、年内首度月跌， 布油创疫情初期以来六年最大月跌 ；黄金涨幅扩大、盘中涨超2%至两周新高，5月仍连跌三个月。纽铜跌落两周高位、5月仍涨超7%。 亚洲时段，创业板跌超2%，科创50重挫逾5%，电力、消费拉升，芯片半导体集体下挫，恒指涨近1%，联想集团再涨超20%。 周末的报道显示 美伊谈判生变数 ，周一亚太盘初，国际 原油 反弹 ，布油涨2.2%，美油涨2.5%。 要闻 中国 《求是》杂志 发表中共中央总书记重要文章《前瞻布局和发展未来产业》 ，指出要把准发展方向，在量子科技、生物制造等领域聚焦发力、精准施策。 李强 对做好安全生产工作作出重要批示 ：纵深推进安全生产治本攻坚三年行动，切实维护人民群众生命财产安全和社会大局稳定。 中国5月 经济总体产出保持扩张： 官方制造业PMI 环比略降至 50 ，受外需冲高回落影响， 非制造业PMI 回升至50.1 、经营活动重回扩张区间。 商务部 回应欧委会开展对华关系讨论： 如欧方执意单方面推出新贸易工具并采取歧视性限制，中方将坚决反制 ； 央视玉渊谭天 ：欧盟若执意推动“产能过剩工具”，中方必将反制。 海外 报道称 特朗普 大幅修改谅解备忘录提出更强硬条款 、试图施压伊朗加快谈判，美官员称伊方料需三天回应修改要求；美防长：特朗普对美伊谈判很有耐心，“达成任何交易都划算”； 特朗普 ： 美伊若无法达成协议，“战争部...

Modernisation bill would require GPs and hospitals in England to share data, reducing errors and duplication Sharing access to patients’ health data across NHS providers in England could result in 20,000 fewer A&E visits a year and save £20m annually, the government has claimed, before the second reading of the NHS modernisation bill on Monday. The bill, which would also abolish NHS England , sets out measures including single patient records (SPR) for every person receiving health and social care in England, requiring GPs and hospitals to securely share data as part of the government’s 10-year health plan. Continue reading...

Tony Popovic has brought discipline and structure as the Socceroos target their first knockout win in a World Cup This article is part of the Guardian’s 2026 World Cup Experts’ Network , a cooperation between some of the best media organisations from the 48 countries who qualified. theguardian.com is running previews from three countries each day in the run-up to the tournament kicking off on 11 June. Continue reading...

Micron Technology, Inc. (NASDAQ:MU) is one of the Best Undervalued Stocks to Buy According to the Financial Media. On May 28, DA Davidson lifted its price objective on the company’s stock to $1,500 from $1,000 and kept a “Buy” rating on the shares. The firm’s analyst compared the CPU and memory markets in a bid […]

Here’s Why Micron Technology (MU) Is One of the Best Undervalued Stocks to Buy According to the Financial Media Yahoo Finance

The focus of competition for Chinese electric vehicles (EVs) is shifting from prices to artificial intelligence capability, as carmakers try to manage weakening demand amid tightened regulations, according to Morgan Stanley. The push in AI would likely bring models with conditionally autonomous driving capability, or Level 3 (L3), to market, said Tim Hsiao, head of the Greater China auto and shared mobility research team at Morgan Stanley, in a recent interview with the South China Morning Post....

Dell Technologies Inc. introduced a redesigned XPS 13 laptop, positioning the device as a direct answer to Apple Inc.’s popular MacBook Neo , which stunned the budget PC market upon its debut in March with its features and price. The new Dell machine, hitting the market in time for back-to-school shopping, offers a premium design that includes a high-resolution touch display and a backlit keyboard. Those advantages mean Dell hasn’t been able to fully match Apple when it comes to price: The XPS 13 begins at $699 — students can purchase it for $599 — while the MacBook Neo costs $599 and drops to $499 for education buyers. Still, Dell’s laptop includes 512 gigabytes of storage in the base model, which matches the stepped-up $699 MacBook Neo with Touch ID. It measures 12.7 millimeters thick and weighs 2.2 pounds, lighter than the 2.7-pound Neo. Like Apple’s device, the XPS 13 has an aluminum outer shell that looks and feels sleeker than many other laptops in its segment. “I’ll give them credit. It’s a good product, and it validates the market we’ve been talking about,” Jeff Clarke, Dell’s chief operating officer, said of the Neo in a media webcast announcing his company’s latest hardware. “The difference is we’ve built something better.” Dell’s product allows for more configuration, with up to 32GB of memory compared with the Neo’s nonupgradeable 8GB of unified memory. Its display can also produce a wider spectrum of colors and supports refresh rates up to 120 hertz, while Apple reserves its best screens for the pricier MacBook Pro line. The inclusion of a backlit keyboard should allow for easier typing in dark conditions. Dell has also tossed in other nice-to-have upgrades over the Neo like more robust Wi-Fi 7 wireless networking. As for battery life, Dell is touting “up to 17 hours of streaming” versus a comparable 16 hours on the Neo. Still, the XPS comes with compromises of its own: Unlike the Neo, there’s no built-in headphone jack, which means owners will need to ...

Asking for a Trend Host Josh Lipton previews several of the biggest stories to come for the week of June 1, including fresh labor market data and quarterly results from consumer, retail, and AI sectors.

The AW3426DW familiar specs, updated design language, and a bunch of QD-OLED enhancements. | Image: Alienware Alienware is taking to this year's Computex 2026 in Taipei to announce some cool gaming monitors, most notably two exciting OLED options that are coming at different points this year. First off, the company is debuting the successor to its very first QD-OLED gaming monitor from 2022 with a refreshed design and high-end specs that's coming in July (price hasn't yet been shared). The AW3426DW is a 34-inch curved 3,440 x 1,440 resolution with an 1800R curve, just like its predecessor. But the new model has the latest QD-OLED Penta Tandem screen tech that boosts the peak brightness to 1,300 nits from 1,000 nit in the previous version. Its refre … Read the full story at The Verge.

Dell is aiming for students like Apple did with the MacBook Neo. | Image: Dell Dell is making good on its tease from CES and finally announcing a new XPS 13. The XPS 13 returns as a budget-friendly option, launching in July at a promotional student price of $599 - though that introductory deal only runs until September for back-to-school shopping; it'll start at $699 for everyone else. The $599 promo exactly matches up with the MacBook Neo's starting price, but students can actually get Apple's budget laptop for $100 less. That means Dell has its work cut out proving that the XPS 13 is worth the extra money. This will be Dell's thinnest and lightest XPS to date, measuring 0.5 inches / 12.7mm thick and weighing just 2. … Read the full story at The Verge.

US Commerce closes an AI chip export loophole, likely pressuring Nvidia and AMD shares when Monday markets open.

U.S. AI Chip Export Clampdown Likely to Pressure Nvidia and AMD Shares at Open BeInCrypto

Chinese consumers are showing signs of a renewed appetite for high-end beauty and fashion products, a rare bright spot for global luxury brands after years of weak demand and margin-eroding discounts in their most important growth market. Results from companies including L’Oréal SA , LVMH Moet Hennessy Louis Vuitton SE and Ralph Lauren Corp. , along with industry data compiled by Bloomberg News, suggest affluent consumers are starting to spend more again, helped in part by a Chinese equities rally that’s boosting wealth and sentiment. It’s also adding to signs that the cycles of discounting that underpinned the sector in recent years are slowing, as shoppers increasingly splash their cash. LVMH-owned Louis Vuitton and Burberry Group Plc saw sales at their Chinese brick-and-mortar stores return to growth during the first quarter, while Kering SA -owned Gucci’s shops narrowed declines and Tapestry Inc. ’s Coach accelerated gains, according to Chinese data and research firm BigOne Lab. The beauty sector is also showing early signs of a high-end revival. On Alibaba Group Holding Ltd. ’s e-commerce platforms Tmall and Taobao, combined sales of the top 10 labels that retail for more than 200 yuan ($29) rose 39% in the first four months of the year, according to Hangzhou Zhiyi Tech data. In contrast, lower-priced brands posted slight declines. “Encouraging signals are showing in China’s consumption for the first time in several years,” said Daniel Zipser , a senior partner at consultancy McKinsey & Co. in Shenzhen. “It’s pointing in the right direction.” Burberry declined to comment on the BigOne data, while LVMH referred to earlier comments on its improving China performance. Gucci and Coach didn’t respond to requests for comment. ‘Wealth Effect’ China’s consumer confidence has been closely tied to the the property market, which has long accounted for the bulk of household wealth. But a persistent real estate downturn has seen the share of Chinese household savings alloca...

U.S. AI Chip Export Clampdown Likely to Pressure Nvidia and AMD Shares at Open Yahoo Finance

格隆汇6月1日｜黄金价格小幅回落，市场正等待美伊和平协议草案取得进展。该协议若达成，将重新开放霍尔木兹海峡，并缓解市场对通胀高企与利率上行的担忧。本周伊始，金价交投于每盎司4535美元附近。尽管双方持续进行外交磋商，但未见美国总统特朗普上周五暗示的“最终定论”迹象。与此同时，以色列对黎巴嫩发动了25年来规模最大的入侵行动，而伊朗在该地区最强大的盟友真主党，则加大了对以色列北部的袭击力度。

格隆汇6月1日｜据半岛电视台：阿拉伯联盟秘书长谴责以色列对黎巴嫩的“残酷侵略”，敦促立即停火。

5月交易落幕，A股医药生物板块月内累计下跌7.33%，恒生医疗保健指数、生物科技指数月度跌幅分别为8.85%、9.31%，均跑输大盘 【财新网】 创新药行情持续围绕行业BD（商务拓展）演绎，本周（5月25日—29日），A股医药板块整体走弱，创新药一度连跌，细分方向中仅偏向防御属性的中药板块跌幅较小。 本周累计，医药生物跌去2.64%，表现在31个申万一集行业板块中排名中游。同期，上证指数累计跌幅1.08%，沪深300指数累计上涨0.97%。 医药二级板块再度全线收跌，其中医疗服务、生物制品周跌幅超过3%，医疗器械周跌幅亦接近3%。此外，化学制药、医药商业周跌幅超过2%；仅中药较为抗跌，本周累计下跌0.06%。

戴尔公司当地时间周日发布了旗下价格最低的XPS 13笔记本电脑。这家个人电脑厂商希望凭借该产品吸引学生及年轻职场人群，从苹果MacBook Neo手中抢夺市场份额。戴尔表示，这款XPS 13起售价为699美元；开学季期间，16岁及以上学生可享优惠价599美元。产品力求带来优于MacBook Neo的使用体验。在存储芯片供应趋紧、市场对价格敏感度攀升的行业环境下，戴尔推出低价机型大举进军PC市场，此举借鉴了苹果的策略，意在进一步拓宽受众范围。据介绍，XPS 13是戴尔目前最轻薄的笔记本产品，重量比苹果MacBook Neo轻约0.5磅，同时配备更大尺寸的屏幕。

The requested changes are related to the Strait of Hormuz and the removal of highly enriched uranium, according to US media.

Dell on Sunday unveiled its most affordable laptop, XPS 13, as the PC maker aims to capture ‌market share from Apple's MacBook Neo by attracting students and young professionals. Starting ‌at $699 and a reduced $599 for students aged 16 and older during the back-to-school season, the ​XPS 13 seeks to offer a superior experience compared to the MacBook Neo, Dell said.

格隆汇6月1日｜现货黄金日内转涨，站上4540美元/盎司。

康方生物(09926)：多款創新藥物共計40餘項臨牀研究成果於2026 ASCO發佈 作者 智通財經 Investing.com 香港 - 股市報價& 財經新聞

格隆汇6月1日｜国际要闻： 1、本周大事提醒：ComputeX大会、宇树IPO上会、美团博通财报 2、上周五美股三大股指全线收涨续创新高，戴尔大涨近33%，超微电脑涨超11% 3、美股5月收官：AI行情引爆美股！三大股指月线两连涨续创新高！戴尔股价翻倍，美光飙升逾87% 4、布伦特原油期货5月跌超16% 5、丹麦养老基金将SpaceX列入黑名单：治理状况堪忧 估值严重过高 6、首批搭载英伟达芯片的Windows PC据悉将于本周亮相 7、英伟达、微软、Arm三方罕见联动 黄仁勋预告“PC新时代” 目标整个Windows阵营 8、时隔两个月 意法半导体再度涨价 9、普京：有理由认为俄乌冲突临近收尾 大中华区要闻： 1、中国5月官方制造业PMI为50 2、离岸人民币5月累涨约680点 3、丁向群任国家金融监督管理总局党委书记 4、央广网：做多中国 正成为穿越短期波动、配置长期未来的国际共识 5、《求是》杂志评论员：推动平台经济创新和健康发展 6、康方生物肺癌药物据报显著延长患者生存期 7、AI玩具全球爆单 中国千亿AI玩具赛道崛起 8、存储器产品出口量稳价升 物流企业称单笔过亿大单增多 9、我国成功发射卫星互联网技术试验卫星 10、MiniMax：拟于科创板上市 11、今日A股金戈新材申购 12、公告精选︱电投绿能：拟投资建设纳雍县居仁桃园10万千瓦风电项目；合锻智能：不涉及AI算力业务

Most investors think of it as a mutual fund, but its individual stock holdings are only a small piece of what makes Berkshire such a compelling long-term prospect.

Key PointsBerkshire Hathaway’s stock picks are closely monitored by investors and the financial media.

Shares of Dell Technologies (NYSE: DELL) soared about 33% on Friday, marking the stock's best day ever after the computer and server maker reported its fiscal first quarter of 2027 (the period ended May 1, 2026). The move did more than reward Dell's shareholders. It lit up a swath of stocks tied to artificial intelligence (AI) infrastructure, from server makers to enterprise software. For more than a year, the best way to bet on the AI build-out was to own the chipmakers. Friday was a reminder that the money flowing to those chips has to land somewhere: in the servers that house them and the software that puts all that compute to work. Here's a look at three companies riding that broadening. Continue reading

China’s Stealth Pipeline For NVIDIA And AMD Chips Now On The Chopping Block, As Washington Targets Foreign Subsidiaries Headquartered In Beijing Wccftech

格隆汇6月1日｜现货白银向下跌破75美元/盎司，日内下跌0.37%。

格隆汇6月1日｜中央气象台6月1日06时继续发布台风蓝色预警：今年第6号台风“蔷薇”的中心今天（6月1日）早晨5点钟位于琉球群岛那霸市南偏西方向约255公里的西北太平洋洋面上，就是北纬24.0度、东经127.2度，中心附近最大风力有12级（33米/秒），中心最低气压为975百帕，七级风圈半径为350—430公里，十级风圈半径为140—160公里。预计，“蔷薇”将以每小时15—20公里的速度向偏北方向移动，强度变化不大，将于今天晚上穿过日本冲绳岛那霸市，进入东海东南部海面，之后转向北偏东北方向，逐渐向日本南部沿海靠近，强度逐渐减弱。