美国通胀数据扰动金融市场。 6月11日，美国劳工统计局公布的5月消费者价格指数(CPI)报告显示，美国5月CPI同比增长2.4%，环比增长 0.1%；美国5月核心CPI同比增长2.8%，环比增长0.1%，均低于市场预期。受此影响，交易员加大对美联储降 息的押注，美股三大期指集体拉升，美元指数则直线跳水。 有分析称，美国核心CPI环比增长0.1%表明通胀较上月有所放缓，这对于经济学家来说，是一个很大的意外。 但有华尔街机构警告称，关税政策可能会给未来月度通胀带来更大推动，预计核心CPI将从6月起可能出现更 显著上行。 与此同时，英伟达GTC 2025大会也引发市场关注。英伟达CEO黄仁勋在会上发表演讲时宣布，计划在欧洲新 建20家"人工智能工厂"。他还指出，量子计算正迎来关键拐点，未来几年将强大到足以"解决一些有趣的全球 性问题"。受此影响，美股量子计算概念股盘前全线爆发，Quantum Computing一度飙涨超 12 %。 美国CPI数据出炉 北京时间6月11日晚间，美国劳工统计局公布了5月CPI报告，其中显示，美国5月CPI同比增长2.4%，低于预期 的2.5%，前值为2.3%；美国5月CPI环比增长0 ...

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 ...

黄仁勋的最新预测意味着其立场发生了转变，他曾在今年1月份表示"非常有用"的量子计算机可能还需 要几十年的时间才能问世。 量子计算机处理信息和解决问题的速度比传统计算机快得多，因为它们可以并行计算，而不是顺序计 算。 黄仁勋表示："正如摩尔定律一样，我完全可以预见，每五年逻辑比特量子的数量就能增加10倍，每十 年就能增加100倍。" 智通财经APP获悉，英伟达(NVDA.US)首席执行官黄仁勋周三表示，量子计算正在达到一个拐点，未来 几年将强大到足以帮助全球"解决一些有趣的问题"。受黄仁勋言论的影响，美股量子计算股盘前走高， D-Wave Quantum(QBTS.US)涨近4%，IonQ Inc(IONQ.US)涨超5%，Rigetti Computing(RGTI.US)涨近 7%，Quantum Computing(QUBT.US)涨超10%。 黄仁勋在巴黎VivaTech大会上表示，科技公司已经开发了几十年的量子计算即将腾飞，系统将迅速变 得"更加稳健、性能更高、更具弹性"。 量子计算行业旨在利用亚原子粒子的独特特性，以比传统半导体电子器件更快的速度处理数据。由于技 术难度高且构建实用系统的成本高昂，该 ...

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]

Core Insights - AI technology is fundamentally reshaping the future of computing and industry, marking the arrival of a new industrial revolution driven by "AI factories" [1] - Traditional data centers are evolving into AI factories that generate "intelligent tokens," providing power across various industries [1] - NVIDIA's new architecture, Blackwell, is designed to meet the increasing inference demands of AI models, achieving a significant performance leap [1] Group 1 - Huang Renxun predicts the next phase of AI, termed Agentic AI, which will understand tasks, reason, plan, and execute complex tasks, with robots as its physical embodiment [2] - The demonstration of a robot named "Greg" showcased the ability to learn and interact within a digital twin environment before being deployed in the physical world [2] - Major companies like BMW, Mercedes-Benz, and Toyota are utilizing Omniverse to create digital twins of their factories or products [2] Group 2 - NVIDIA has made significant progress in quantum computing, viewing it as a pivotal moment, and plans to connect quantum processors (QPU) with GPUs for enhanced computational tasks [2] - The entire cuQuantum quantum computing algorithm stack is now capable of accelerating on the Grace Blackwell system [2] - Huang Renxun emphasized deep collaboration with European partners, including the establishment of a large AI cloud with French company Mistral and partnerships with Schneider Electric for future AI factory design [2] Group 3 - NVIDIA is establishing AI technology centers in seven different countries to promote local ecosystem development and collaborative research [3] - A new computing era has begun, with NVIDIA providing a full-stack platform from chips to software and AI models to empower global developers and enterprises [3]

该人工智能工厂将按照英伟达Omniverse蓝图中突出显示的框架进行建设，用于人工智能工厂的设计和运营。作为该蓝图的一部分，Cadence的现 实数字孪生平台将被用于在物理上精确的虚拟环境中模拟和优化整个人工智能工厂，使工程团队能够建造一个更智能、更可靠的设施。 英伟达计划打造全球首个工业人工智能云平台，助力欧洲制造业发展。 6月11日，英伟达举行GTC大会。CEO黄仁勋在会上发表演讲。他宣布，计划在欧洲新建20家"人工智能工厂"。欧洲的AI算力将在两年内增长10 倍。 黄仁勋表示，计划中的多个数据中心将是"超级工厂"，将配备10000个图形处理单元（GPU），包括英伟达DGX B200系统和英伟达RTX PRO服务 器，并助力欧洲的工业领军企业加速所有制造应用，涵盖从设计、工程和仿真到工厂数字孪生和机器人技术的各个环节。 在人工智能时代，每个制造商都需要两个工厂：一个用于制造产品，另一个用于创造驱动这些产品的智能。 通过打造欧洲首个工业人工智能基础设施，我们正在助力该地区的领先工业企业推进以仿真为先导、人工智能驱动的制造模式。 英伟达将在欧洲建立全球首个工业人工智能云 英伟达正在德国助力打造一个支持欧洲制造 ...

A股复盘 | 以退为进 / 2025.06.11 今天一大早， 跟昨天跳水完全相反的剧情出现了， 不但没有谈崩，还谈得不 错，大致是框架方案出来了，要给各自老大过目审核！ 中国商务部国际贸易谈判代表兼副部长李成钢当地时间6月10日向记者表示，经 过2天的谈判， 中方与美方团队已经在原则上达成了一个协议框架。 美国商务部长霍华德·勒特尼克（Howard Lutnick）周二在伦敦为期两天的激烈 谈判结束时表示，中美官员已就一项框架协议达成一致，以使双方的贸易停战重 回正轨， 并解决中国对稀土矿物和磁体的出口限制问题。 勒特尼克在记者会上表示，该框架为上个月在日内瓦达成但因中国对关键矿产出 口的限制而陷入僵局的削减报复性关税协议"增添了实质内容"。他说， 该协议 还将取消美国最近实施的部分出口限制。 "我们已经就落实日内瓦共识以及两国元首通话的内容达成了一个框架，"勒特尼 克说。"我们要回去跟特朗普总统沟通，确保他批准。如果批准了，我们就会开 始实施这个框架。" Lutnick表示，预计特朗普将最快在周三或周四批准该协议。 看中国的通稿！ 5月12日（日内瓦）：会谈是坦诚、深入和建设性的，取得了实质性进展，达成 ...

据报道，英伟达首席执行官黄仁勋表示，他越来越看好量子计算，预计量子计算将在未来几年开始解决 现实世界中的问题。 ...

Group 1 - The London tech ecosystem has seen its value surge 8.8 times over the past decade, from $70 billion in 2014 to $621.5 billion in 2023, becoming a significant magnet for capital [1] - London Tech Week, initiated in 2014, has evolved into a key event for observing global tech capital flows and future industry landscapes, featuring over 650 sessions and attracting more than 30,000 attendees from 128 countries [1] - The event's agenda focuses on pressing topics such as generative AI, quantum computing, digital infrastructure, tech regulation, and green technology [1] Group 2 - A prominent feature of London Tech Week was a red, fully electric double-decker bus manufactured by Chinese company BYD, symbolizing London's commitment to sustainability and openness to non-Western technology solutions [2][4] - Laura Citron, CEO of London & Partners, highlighted the importance of storytelling for Chinese companies entering the European market, emphasizing the need for authentic narratives about founders and company culture [5][7] Group 3 - Citron noted that a clear founder story is crucial for brand establishment in Europe, as it connects consumers to the mission behind the company [8] - Employee culture stories are equally important, as they help attract talent in a competitive job market [9] - The emotional aspect of branding is vital, as consumers often seek products that resonate with their identity and aspirations [13] Group 4 - Citron emphasized the significance of transparent communication regarding sustainability efforts for companies entering the UK market, warning against "greenwashing" [14][15] - The red double-decker bus was chosen as a symbol of London's identity and a representation of the city's commitment to climate change and electrification [16] Group 5 - Chinese companies are recognized for their advanced capabilities in green technology, particularly in electric vehicles, batteries, and renewable energy [17] - Opportunities exist for collaboration between Chinese firms and London universities in various fields, including sustainable food development [19] Group 6 - Citron expressed that "Made in China" is increasingly associated with high technology and competitive pricing in the UK market [20] - The current global trade environment presents the UK as a stable and predictable option for Chinese tech companies looking to expand [21][22] Group 7 - The London Growth Plan, a ten-year economic strategy, prioritizes climate sustainability and innovation, with green technology as a key focus area [23] - Citron highlighted the potential for collaboration between leading London universities and Chinese tech companies, particularly in the realm of cutting-edge research and innovation [23] Group 8 - The highlight of this year's London Tech Week was the presence of top AI company founders and discussions on AI infrastructure, providing significant learning opportunities [24] - Frequent exchanges between London and China are ongoing, with plans for further visits and participation in international events [25]