首席点 评 ： " 硅锂 " 有意， " 钢矿 " 无情 中国商务部国际贸易谈判代表：中美原则上达成协议框架。美国 5 月 CPI 同比增 2.4% ，核心 CPI 环比 增 0.1% 、连续第四个月低于预期。美国 5 月 CPI 数据全线低于预期，能源主导整体 CPI 的放缓，汽 车、服装价格均出现下滑，玩具、家电受关税影响更直接的品类价格上涨。特朗普对伊朗核谈判 " 信心 减弱 " ，美将减少驻伊拉克使团规模，布油涨超 5% 。特朗普表示，伊朗方面似乎在拖延。他强调，无 论协议是否达成，伊朗都不会拥有核武器。黄仁勋 GTC 大会表示，量子计算正迎来拐点，计划在欧洲 新建 20 家 " 人工智能工厂 "。 重点品种： 原油、股指、 玻璃 原油 ：夜盘油价上涨 3.37% 。特朗普表示对达成伊核协议信心减弱，以及伊朗方面警告可能打击美军 基地之际，美国方面在北京时间今日凌晨通知美国在中东的人员部分撤离。以色列官员称，以色列国防 军最近几天一直处于高度戒备状态，以防与伊朗的冲突可能升级。 EIA 报告： 06 月 06 日除却战略储 备的商业原油库存减少 364.4 万桶至 4.32 亿桶，降幅 0.84% 。 ...

首席点 评 ： " 硅锂 " 有意， " 钢矿 " 无情 中国商务部国际贸易谈判代表：中美原则上达成协议框架。美国 5 月 CPI 同比增 2.4% ，核心 CPI 环比 增 0.1% 、连续第四个月低于预期。美国 5 月 CPI 数据全线低于预期，能源主导整体 CPI 的放缓，汽 车、服装价格均出现下滑，玩具、家电受关税影响更直接的品类价格上涨。特朗普对伊朗核谈判 " 信心 减弱 " ，美将减少驻伊拉克使团规模，布油涨超 5% 。特朗普表示，伊朗方面似乎在拖延。他强调，无 论协议是否达成，伊朗都不会拥有核武器。黄仁勋 GTC 大会表示，量子计算正迎来拐点，计划在欧洲 新建 20 家 " 人工智能工厂 "。 重点品种： 原油、股指、 玻璃 原油 ：夜盘油价上涨 3.37% 。特朗普表示对达成伊核协议信心减弱，以及伊朗方面警告可能打击美军 基地之际，美国方面在北京时间今日凌晨通知美国在中东的人员部分撤离。以色列官员称，以色列国防 军最近几天一直处于高度戒备状态，以防与伊朗的冲突可能升级。 EIA 报告： 06 月 06 日除却战略储 备的商业原油库存减少 364.4 万桶至 4.32 亿桶，降幅 0.84% 。 ...

Group 1 - The core viewpoint of the article highlights the recent research conducted by Kangmand Capital on a listed company, Guodun Quantum, focusing on the fields of quantum communication, quantum computing, and quantum precision measurement [1] - The research discussed the challenges in quantum communication technology, such as high-efficiency low-noise single-photon detection, and the potential for operators to explore quantum functionalities in the 6G era [1] - Quantum communication devices are primarily project-based, offering customized solutions, and are expected to integrate with traditional encryption companies rather than disrupt them [1] Group 2 - The current state of quantum computers is that they can only solve specific problems, with applications in AI still in the early stages [1] - Quantum security strategies include quantum key distribution and post-quantum algorithms, with quantum computing chips being similar to classical semiconductor chips in processing but differing in technical principles [1] - The collaboration with the University of Science and Technology of China is noted for the company's chip development, and it is emphasized that quantum computers are not expected to become mainstream but rather serve as a complement to classical computers [1]

Group 1: Smart Glasses Market - The global smart glasses shipment is expected to reach 12.8 million units by 2025, representing a year-on-year growth of 26% [3] - The Chinese market is projected to exceed 2.75 million units, with a staggering year-on-year growth of 107%, making it the largest market globally [3] - The smart glasses market is experiencing explosive growth, with transaction volume increasing over 8 times year-on-year [3] Group 2: Automotive Industry - Major automotive companies, including BYD, Xiaomi, and others, have committed to keeping supplier payment terms within 60 days to enhance cash flow and supply chain stability [2] - A total of 15 leading manufacturers have made this pledge to promote high-quality development in the automotive industry [2] Group 3: Bubble Mart - Bubble Mart has expanded its production capacity since the beginning of the year to meet the surging consumer demand driven by the popularity of its IP [4] - The company faces challenges as demand significantly outpaces the supply chain's response speed, leading to operational pressures [4] Group 4: Gaming Industry in Zhejiang - The Zhejiang provincial government has issued measures to support the international expansion of gaming companies, aiming to cultivate a competitive gaming export market [5] - The initiative includes fostering partnerships with international gaming distribution platforms and promoting cultural exports [5] Group 5: Artificial Intelligence in Liaoning - Liaoning province aims to achieve a computing power scale of over 5000 PFLOPS by 2027, with a target of developing a core AI industry worth 100 billion yuan [6][7] - The plan includes establishing a collaborative innovation ecosystem across various sectors, enhancing AI applications, and creating influential AI models [7] Group 6: Company Developments - Haiguang Information is set to merge with Zhongke Shuguang, enhancing its capabilities in high-end chip design and computing systems [7] - Junshi Biosciences has received acceptance for a clinical trial application for its JT118 injection, aimed at preventing monkeypox virus infections [8] - Nanjing Light has solidified its position as the sole certified LCD backlight module supplier for Nintendo's Switch 2, focusing on high-margin gaming products [8]

大家早上好！这里是今天的早报，每天早上，我都会在这里跟你聊聊昨夜今晨发生了哪些大事儿。 本 栏目由虎嗅出品。 热点追踪 【韦东奕称已受舆论影响不想再做回应】 【特朗普：如果没派兵，洛杉矶恐已烧成废墟】 据央视新闻，当地时间6月11日，美国总统特朗普在其社交平台"真实社交"上发文称："如果我们的军队当时没 有进入洛杉矶，这座城市恐怕现在已经被烧成废墟，就像他们许多房屋那样被焚毁。洛杉矶的伟大人民非常幸 运，因为我做出了派兵协助的决定。" 美国加利福尼亚州州长加文·纽森10日表示，特朗普政府的执法重点并未放在无证移民中的犯罪分子身上，而 是在推动大规模驱逐出境。他批评称，特朗普在应对洛杉矶抗议活动时部署国民警卫队，实际上是"选择了作 秀，而非维护公共安全"。 回应来了 据红星新闻，不想再做任何回应，这波舆论已经对其产生了影响——这是韦东奕向记者表达的两个态度。 北大官网显示，韦东奕所在部门为数学科学学院的微分方程教研室，职称为研究员，从2019年底开始担任助理 教授。本学期有一门"双曲方程"的课程，上课时间分别是周一和周三。 目前，上述课程已结束。近日，在韦东奕的办公室，记者见到了韦东奕本人。韦东奕有独立的办公室 ...

【头条要闻】 此外，多家组织计划6月14日——即华盛顿特区举行阅兵式之际，发起同步抗议。 目前已有两个组织联手筹划抗议活动，覆盖纽约、宾夕法尼亚、威斯康星、田纳西、佛罗里达、亚拉巴 马、佐治亚、得克萨斯、加利福尼亚等多个州。另有独立抗议活动将在得克萨斯州奥斯汀举行，该州州 长表示已准备好部署州国民警卫队。 两天深入沟通，双方表示取得进展，中美经贸磋商达成措施框架 当地时间6月9日至10日，中美经贸中方牵头人、国务院副总理何立峰与美方牵头人、美国财政部长贝森 特及商务部长卢特尼克、贸易代表格里尔在英国伦敦举行中美经贸磋商机制首次会议。双方进行了坦 诚、深入的对话，就各自关心的经贸议题深入交换意见，就落实两国元首6月5日通话重要共识和巩固日 内瓦经贸会谈成果的措施框架达成原则一致，就解决双方彼此经贸关切取得新进展。消息传出，亚洲股 市普遍上涨。香港韩礼士基金会贸易政策主管黛博拉·埃尔姆斯告诉卡塔尔半岛电视台，经过两轮"激 烈"的谈判，中美双方似乎都重申了避免局势进一步升级的意愿，并开始使未来前进道路更加清晰，但 相关谈判绝非易事。日本《日经亚洲》引述哈佛大学肯尼迪政府学院高级研究员安德鲁·科利尔的话强 调，虽然伦 ...

Group 1 - Disney and Universal Studios have filed a copyright lawsuit against Midjourney, accusing the AI company of unauthorized use of their copyrighted characters to generate numerous copies [2] - This lawsuit highlights the legal challenges posed by AI technology in the copyright domain, especially in the context of the rapid development of generative AI [2] Group 2 - Meta has launched a new open-source model called V-JEPA 2, which enhances AI's understanding of 3D environments and the physical world's operations [3] - The development of V-JEPA 2, involving Meta's chief AI scientist, indicates the company's ongoing investment and innovation in the AI sector, potentially advancing applications in robotics and automation [3] Group 3 - NVIDIA's CEO Jensen Huang stated that quantum computing is at a turning point, with plans for collaboration with quantum computing companies worldwide [4] - Huang mentioned that future supercomputers will integrate quantum processors (QPU) connected to GPUs, indicating a significant direction for the fusion of quantum and classical computing [4] Group 4 - Oracle reported better-than-expected results for Q4 of fiscal year 2025, with management forecasting over 70% growth in cloud infrastructure revenue for fiscal year 2026 [5] - The company plans to increase capital expenditures to $25 billion, following a threefold increase in the previous year, and announced a partnership with IBM in cloud computing and consulting services [5] Group 5 - U.S. Senate Democrats have expressed concerns regarding Meta's plans for stablecoins, prompting CEO Mark Zuckerberg to potentially revive the issuance of a private currency similar to stablecoins [6] - Meta's ambitions in the digital currency space remain strong, with a possibility of advancing stablecoin projects within regulatory frameworks [6]

Group 1 - The S&P 500 index halted a three-day rally, while quantum computing stocks surged, with Oracle seeing an after-hours increase of 8% [1] - U.S. Treasury yields rose, and crude oil prices increased by over 5% during the session [1] - The U.S. Consumer Price Index (CPI) for May rose 2.4% year-over-year, with core CPI increasing 0.1% month-over-month, marking the fourth consecutive month below expectations [1] Group 2 - The U.S. Federal Appeals Court has extended the deadline for Trump's tariffs, with a key hearing scheduled for the end of July [1] - The U.S. Treasury Secretary described the inflation data as "very good," and warned that failure to pass spending bills in Congress would be a "disaster" [1] - Huang Renxun announced at the GTC conference that quantum computing is reaching a turning point, with plans to establish 20 new "AI factories" in Europe [1] Group 3 - The volcanic engine showcased ByteDance's AI capabilities, with the new model Doubao 1.6 supporting multimodal thinking and a daily token usage surge of 137 times [1]

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]

Core Viewpoint - The U.S. stock market experienced a decline as traders assessed preliminary trade agreements and recent inflation data, with major indices closing near previous levels [1][4]. Group 1: Stock Market Performance - The S&P 500 index fell by 0.27% to 6,022.24 points, ending a three-day rally [1]. - The Nasdaq Composite index decreased by 0.5% to 19,615.88 points [1]. - The Dow Jones Industrial Average slightly dropped by 1.1 points to 42,865.77 points [1][2]. Group 2: Inflation Data - The U.S. Consumer Price Index (CPI) for May rose by 0.1% month-on-month, lower than the expected 0.2% [4][7]. - Core CPI, excluding food and energy, also increased by 0.1%, indicating a significant easing of inflationary pressures [4][7]. - Year-on-year CPI stood at 2.4%, while core CPI was at 2.8%, both below market expectations [7][8]. Group 3: Economic Insights - Analysts noted that the low inflation figures suggest that recent trade barriers have not immediately driven up prices, possibly due to companies still digesting inventory or being cautious about demand [4][8]. - The housing cost, a major component of CPI, saw its year-on-year growth rate drop to 3.9%, the lowest since late 2021 [8][9]. - The actual purchasing power improved as nominal wage growth outpaced inflation, with real average hourly earnings rising by 0.3% month-on-month [8]. Group 4: Market Reactions and Future Outlook - The market is expected to focus on employment data, corporate earnings, and future monetary policy directions, with the potential for interest rate cuts if inflation remains controlled and economic growth slows [5][9]. - The ongoing trade negotiations and their implications for technology decoupling are seen as significant factors influencing market sentiment [4][9].