Market Overview - US stock indices opened higher with the Dow Jones up 0.11%, Nasdaq up 0.63%, and S&P 500 up 0.19% [1] - Major US tech stocks mostly rose, with Quantum Computing stocks increasing over 13% [2] Technology Sector - Tesla rose over 2%, while Google and Nvidia both increased by over 0.5% [2] - Facebook, Apple, and Amazon saw gains of 0.4%, 0.28%, and 0.11% respectively, while Microsoft slightly declined by 0.09% [3] Chinese Stocks - The Nasdaq Golden Dragon China Index rose by 1.06%, with notable increases in stocks such as Jiyida up 8.73% and Bilibili up 8.07% [5] Commodity Prices - International gold prices increased, with London gold up 0.37% to $3335.08 per ounce and COMEX gold futures up 0.6% to $3363.5 per ounce [6][8] - International oil prices also rose, with NYMEX WTI crude up 1.97% to $66.26 per barrel and ICE Brent crude up 1.63% to $67.96 per barrel [9][10] Economic Data - US May CPI increased by 2.4% year-on-year, matching expectations, while core CPI rose by 2.8%, slightly below the forecast of 2.9% [10]

Market Performance - Quantum Computing Inc. (QUBT) experienced a significant increase of 27.96%, reaching a recent six-month intraday high, with a cumulative rise of 53.4% over the past five trading days [1] - The current stock price of QUBT is 19.47 USD, with a market capitalization of 2.571 billion USD [3] Industry Insights - NVIDIA CEO Jensen Huang discussed quantum computing, predicting that AI computing power in Europe will grow tenfold over the next two years [1]

Core Viewpoint - The article emphasizes the advancements in quantum computing and AI infrastructure, highlighting NVIDIA's role in these developments and the importance of AI factories in Europe [1][3][4]. Quantum Computing Developments - NVIDIA's CEO Jensen Huang stated that quantum computing is approaching a turning point, with predictions that the number of logical quantum bits will increase tenfold every five years and a hundredfold every ten years [1]. - NVIDIA has introduced CUDA-Q, an open-source quantum development platform designed for classical quantum computing, allowing parallel computation across GPU, CPU, and QPU resources [2]. AI Factory Concept - AI factories are described as "revenue-generating machines" that produce tokens for various industries, and they are becoming part of national infrastructure [3][4]. - Huang noted that European telecom and cloud companies are collaborating with NVIDIA to build AI infrastructure, with over 20 AI factories planned, including several gigawatt-scale facilities [4]. European AI Infrastructure - NVIDIA aims to increase AI computing capacity in Europe by tenfold within two years, addressing the GPU shortage faced by researchers and startups [4]. - Huang highlighted the potential of the UK in AI development, noting the lack of local sovereign AI infrastructure and indicating NVIDIA's intention to invest in the UK [4].

美股量子计算相关股票上涨，D-Wave Quantum涨超3%、IonQ涨超6%、Rigetti Computing涨超12%。此 前英伟达CEO黄仁勋称量子计算正在迎来拐点。 ...

Group 1 - The U.S. stock market opened higher with the Nasdaq up by 0.33% and the S&P 500 increasing by 0.17% following a lower-than-expected CPI for May [1] - Tesla's stock rose over 2% after Elon Musk expressed regret over recent comments related to Trump [1] - Quantum computing stocks surged, with Quantum Computing increasing by over 13%, as Jensen Huang indicated a critical turning point for the industry [1] Group 2 - The rare earth sector experienced a decline, with MP Materials falling by more than 6% [1]

Core Viewpoint - The article discusses the impact of the recent U.S. inflation data on financial markets, highlighting a lower-than-expected Consumer Price Index (CPI) and its implications for Federal Reserve interest rate decisions and market reactions [2][5]. Inflation Data Summary - The U.S. May CPI increased by 2.4% year-on-year, below the expected 2.5%, and a 0.1% month-on-month increase, also lower than the forecast of 0.2% [3][4]. - The core CPI, excluding volatile food and energy prices, rose by 2.8% year-on-year, matching the lowest level since March 2021, and a month-on-month increase of 0.1%, significantly below the expected 0.3% [4][5]. Market Reactions - Following the CPI report, traders increased bets on a potential interest rate cut by the Federal Reserve starting in September, raising the likelihood of a cut to 75% [5]. - Major U.S. stock index futures saw gains, with the Nasdaq 100 futures up by 0.53%, S&P 500 futures up by 0.38%, and Dow Jones futures up by 0.26% [5]. - The U.S. dollar index fell sharply to 98.76, while the yield on 10-year U.S. Treasury bonds dropped to 4.501% [6]. Economic Analysis - Analysts noted that the decline in automobile and clothing prices contributed to the lower-than-expected core CPI reading, with some predicting that tariff policies could exert upward pressure on future inflation [7][10]. - Goldman Sachs indicated that sectors like clothing, entertainment, and communication might experience cost pressures, forecasting a core CPI month-on-month increase of around 0.35% starting in June [10]. Nvidia's AI Factory Announcement - Nvidia's CEO Jensen Huang announced plans to build 20 new "AI factories" in Europe, aiming to increase AI computing power tenfold within two years [12][15]. - The announcement led to a surge in quantum computing stocks, with Quantum Computing Inc. rising over 12% in pre-market trading [15]. Quantum Computing Developments - Huang emphasized that quantum computing is reaching a critical turning point, with expectations that it will soon be capable of addressing significant global challenges [13][15]. - Nvidia's chips will support quantum computing, with the entire quantum algorithm stack being accelerated on the Grace Blackwell 200 chip [14][15].

瑞·达利欧：AI将影响方方面面。图片来源：Jemal Countess/Getty Images for TIME 瑞・达利欧（ Ray Dalio ）是一位作家、全球经济学家，也是全球最大对冲基金桥水联合基金（ Bridgewater Associates ）的创始人、首席投资官导师。 译者：朴成奎 在财富Plus，网友们对这篇文章发表了许多有深度和思想的观点。一起来看看吧。也欢迎你加入我们，谈谈你的 想法。今日其他热议话题： 在我看来，我们已经到达了一个新时代的边缘。在这个新时代，机器思维将在很多方面补充甚至超越人 类思维，就像在工业时代，机器补充甚至超越了人类的劳动力那样。随着计算工具的发明，靠人脑来进 行数学运算和存储记忆的重要性变得大大降低。现在我们查找信息会用谷歌这种搜索引擎，而不是用更 传统的方式。同样，或许用不了多久，当我们在各种情境下需要进行理性决策时，我们也会寻求计算机 的指引，因为它能给出比我们自己的大脑更快、更好的指导。 未来五年，我们将会见证大多数领域的显著进步。创造AI只是应用AI的第一步。我和桥水公司专业从 事AI投资已经有几十年了，我们现在正在发掘的机会，在普通人看来简直难以置 ...

Core Insights - Nvidia's CEO Jensen Huang stated that quantum computing is reaching a turning point and will soon be powerful enough to help solve significant global issues [1] - Following Huang's comments, quantum computing stocks in the U.S. saw pre-market gains, with D-Wave Quantum up nearly 4%, IonQ Inc up over 5%, Rigetti Computing up nearly 7%, and Quantum Computing up over 10% [1] - Huang emphasized that technology companies have been developing quantum computing for decades, and systems are expected to become "more robust, higher performance, and more resilient" [1] Industry Overview - The quantum computing industry aims to leverage the unique properties of subatomic particles to process data at speeds faster than traditional semiconductor devices [1] - Due to high technical difficulty and the expensive cost of building practical systems, the field has remained in the experimental stage [1] - Major companies like Microsoft and Alphabet's Google are actively exploring the practical applications of quantum systems [1] Nvidia's Role - Nvidia's chips will support quantum computing, with the company's entire quantum algorithm stack being provided and accelerated on its Grace Blackwell 200 chip [1] - Quantum computers have the potential to significantly accelerate the performance of large language models and create more powerful artificial intelligence [1] Future Predictions - Huang's latest prediction indicates a shift in his stance, as he previously stated in January that "very useful" quantum computers might take decades to materialize [2] - He noted that quantum computers can process information and solve problems much faster than traditional computers due to their ability to perform parallel computations [2] - Huang anticipates that, similar to Moore's Law, the number of logical qubits in quantum computing could increase tenfold every five years and a hundredfold every ten years [2]

Key Points - The U.S. Consumer Price Index (CPI) for May recorded a year-on-year rate of 2.4%, which is lower than the market expectation of 2.5% [1] Company News - Tesla plans to launch a trial operation of 10-20 autonomous vehicles this week, with plans to expand the fleet in the coming months [2] - Starbucks is set to promote its generative AI assistant developed in collaboration with Microsoft's Azure OpenAI platform in 35 stores this month [2] - General Motors announced a $4 billion investment in three U.S. assembly plants, planning to shift production of two key models back from Mexico to the U.S. [2] - Nintendo's new gaming console, Switch 2, sold over 3.5 million units within just four days of its launch, marking the highest sales record for a new console in eight years [2] - KeyBanc issued a downgrade rating for Zoom, setting a target price of $73, while Wells Fargo raised its target price for Zoom from $75 to $80, maintaining a hold rating [2] - Morgan Stanley indicated that Rolls-Royce's nuclear business is expected to reach a scale of £10 billion in the coming years [3] - Google has offered voluntary severance packages to employees across several departments, including knowledge and information, core engineering, and marketing, research, and public relations teams [3] - NVIDIA's CEO Jensen Huang announced the launch of CUDA-Q quantum acceleration applications on the Grace Blackwell 200 chip [3] - Lockheed Martin's stock fell pre-market after reports that the U.S. Air Force proposed to halve the procurement quantity of F-35 fighter jets in its request to Congress [3] - Starbucks CEO Brian Niccol stated the company plans to sell a portion of its stake in its China business, with several potential buyers expressing interest [3]

Core Insights - Huang Renxun, CEO of Nvidia, emphasized the collaboration between Quantum Processing Units (QPU) and Graphics Processing Units (GPU) for next-generation computing [1][3] - Quantum computing is approaching a critical turning point, with significant advancements in logical qubits and error correction [1][3] - Nvidia's CUDA-Q platform allows for hybrid programming, enabling parallel computation across GPU, CPU, and QPU resources [3][4] Quantum Computing Developments - Huang predicts that the number of logical qubits in quantum computers will increase tenfold every five years and a hundredfold every ten years, improving error correction and performance [3] - Nvidia has developed CUDA-Q, an open-source quantum development platform designed for classical quantum computing, which can run on Nvidia's Grace Blackwell chips [3][4] AI Factory Concept - The concept of AI factories, which run AI algorithms and generate tokens, is becoming integral to national infrastructure, with Nvidia actively engaging with global leaders on this topic [4][5] - Nvidia is collaborating with various companies to build AI infrastructure in Europe, with over 20 AI factories planned, including several gigawatt-scale facilities [5] European AI Infrastructure - Nvidia aims to increase AI computing capacity in Europe by tenfold within two years, addressing GPU shortages for researchers and startups [5] - The company is working with 77 countries to establish AI technology centers, focusing on collaboration with startups and ecosystem development [5]