隔夜美股全复盘(6.11) | 核能初创公司OKLO暴涨30%，与美国空军达成核电协议

Market Overview - US stock indices experienced volatility, with the Dow Jones closing flat, the Nasdaq down 0.5%, and the S&P 500 down 0.27% [1] - The VIX index rose by 1.83% to 17.26, indicating increased market fear [1] - The US dollar index fell by 0.41% to 98.65, while the yield on the 10-year Treasury bond decreased by 1.051% to 4.424% [1] - Spot gold increased by 0.98% to $3354.93 per ounce, and Brent crude oil rose by 5.02% to $69.91 [1] Industry & Stocks - In sector performance, energy, utilities, healthcare, and industrials saw gains of 1.45%, 0.06%, 0.05%, and 0.05% respectively, while the other six sectors of the S&P 500 declined [2] - Chinese concept stocks showed mixed results, with TSMC up 0.77%, Alibaba down 1.27%, and Pinduoduo up 0.75% [2] - Major tech stocks mostly declined, with Microsoft up 0.36% and Nvidia down 0.78% [3] - Nvidia's CEO Jensen Huang announced plans to launch CUDA-Q quantum acceleration applications on the Grace Blackwell 200 chip [3] - Tesla's stock rose by 0.1%, with Musk expressing regret over previous comments about Trump [3] Daily Focus - Jensen Huang stated that quantum computing is at a critical turning point, capable of addressing significant global issues in the coming years [4] - Oklo, a nuclear startup, is seeking to raise up to $400 million through a share offering, expected to complete by June 16 [4] - Nvidia plans to build over 20 large AI factories in Europe, aiming for a tenfold increase in AI computing power within two years [6] - Nvidia is collaborating with multiple European countries to establish the Blackwell AI infrastructure, which will support a cloud platform powered by 18,000 Grace Blackwell systems [7] Additional Insights - UBS reported a decline in smartphone purchase intent in the US, dropping from 50% to 37% over the next 12 months, which may impact global smartphone shipment growth forecasts [9] - The Zhejiang provincial government is supporting the international expansion of gaming companies, aiming to cultivate a competitive digital culture industry [9] - Labubu, a popular IP product from Pop Mart, has seen a surge in demand, leading to the emergence of counterfeit products in the market [10]