Core Insights - Nvidia and HPE announced a collaboration with the Leibniz Supercomputing Centre to build a new supercomputer named "Blue Lion" using Nvidia's next-generation "Vera Rubin" chips, which will be available to scientists in early 2027 [1] Group 1 - Nvidia's "Blue Lion" supercomputer project aims to leverage advanced computing capabilities for scientific research [1] - The collaboration highlights the growing importance of supercomputing in various scientific fields [1] - The project is set to utilize cutting-edge technology, indicating Nvidia's commitment to innovation in high-performance computing [1]

Core Viewpoint - Wells Fargo has issued an "overweight" rating for Dell Technologies (DELL.US) with a target price of $150, representing a 30% upside from the current stock price, despite recent concerns regarding potential cost-cutting measures by the U.S. federal government [1][2] Group 1: Financial Performance and Projections - Dell's projected total revenue from federal contracts in 2024 is approximately $3.04 billion, with 56% from defense contracts and 44% from civilian contracts, reflecting a 15% year-over-year increase from $1.82 billion in 2022 [1] - For the fiscal year 2025, Dell's commercial revenue is estimated at $43.89 billion, with about 70% derived from the U.S., and approximately 10% of U.S. commercial revenue related to federal government contracts, indicating a risk exposure of around $3 billion in personal computer business related to the federal government [1] Group 2: Market Position and Strategic Outlook - Wells Fargo's positive outlook on Dell is based on the company's execution of deleveraging and its shift towards capital return initiatives, including share buybacks and dividends [2] - The bank also views Dell's ability to leverage its supply chain economies of scale favorably, highlighting the attractiveness of its long-term risk/reward profile due to its diverse investment portfolio and depth in hardware and software [2]

Group 1 - HP has lowered its revenue forecast for the year due to rising tariff costs and a slowdown in hardware demand during a recent fiscal quarter [2] - In the second fiscal quarter ending April 30, HP reported revenue of $13.2 billion, a year-on-year increase of 3.1%, but earnings per share were 71 cents, below the market expectation of 81 cents [2] - To alleviate cost pressures, HP plans to raise prices on certain products and accelerate the relocation of production capacity, aiming to move nearly all products for the North American market out of China by the end of June [2] Group 2 - HP has been planning for capacity relocation, with reports from August 2024 indicating intentions to move over 50% of PC production out of China and establish a "backup" design center in Singapore [3] - HP has set an internal goal to ultimately produce 70% of its laptops outside of China, with at least five suppliers already building new manufacturing plants or warehouses in Thailand [3] - The Chief Supply Chain Officer of HP stated that the company will continue to invest in existing long-term operational factories while also relocating some production to create flexibility and reduce customer risk [3]

不知道你们在插笔记本 USB-C 接口的时候，有遇到过这样的疑问没？ 明明都是 USB-C ，为什么这个能充电不能传数据，那个能传数据不能接显示器？ 这怕是 PC 行业很经典的接口迷惑行为了吧。 最近有个好消息是，微软看不下去这场闹剧了。 其通过了 Windows 11 WHCP（ Windows 硬件兼容性计划）新规，宣布要终结 USB-C 接口的混乱局面，让所有接口都必须支持数据、充电和显示功能。 这意味着，未来你随便找个 USB-C 口插上就能用了。 其实理论上，一个 USB-C 接口就能搞定充电、数据传输和视频输出；但不同厂商对 USB-C 的实现方式五花八门。 例如，充电口只能充电，数据传输速度堪比蜗牛（ USB 2.0 的 480Mbps ）；数据口传文件飞快，但插上显示器就拉了； 全能口的话，价格贵不说，还习惯放在笔记本比较隐蔽的角落；甚至还有薛定谔接口，插上去之前你永远不知道它支持什么功能...... 这块微软有过 Windows 的诊断数据显示，27% 配备 USB4 的 PC 遇到过功能受限通知，用户明明插入了 USB-C 设备，但 PC 就是不买账。 而对于 PC 厂商来说，每个全功能 ...

Market News - US stock indices collectively rose, with the Dow Jones up 0.51%, Nasdaq up 0.81%, and S&P 500 up 0.58%. Notable tech stocks saw significant gains, with Broadcom rising over 3% and Nvidia up over 2%, surpassing Microsoft to become the world's most valuable company with a market cap of $3.445 trillion compared to Microsoft's $3.441 trillion [1] - International gold prices fell, with spot gold down 0.83% at $3352.885 per ounce, while COMEX gold futures dropped 0.60% to $3376.90 per ounce. In contrast, international oil prices rose, with WTI crude up 1.31% at $63.34 per barrel and Brent crude up 1.47% at $65.58 per barrel [1] - European stock indices also closed higher, with Germany's DAX up 0.67%, France's CAC40 up 0.34%, and the UK's FTSE 100 up 0.15% [1] Industry Insights - The National Medical Products Administration recently approved 11 new drugs for market, covering areas such as oncology and endocrinology, with several being the "first in China" or "first domestic" drugs. Among these, 7 are Class 1 drugs, representing the highest level of drug innovation in China's registration classification. This marks a significant acceleration in the R&D pipeline of innovative pharmaceutical companies in China [2] - The approval of new drugs indicates a maturing phase for China's innovative drug industry, with over 30 new drugs approved this year. The recent ASCO annual meeting showcased over 70 research results from Chinese pharmaceutical companies, highlighting the internationalization of domestic innovative drugs [2] - The innovative drug sector is expected to maintain its growth, driven by policy support and increasing global competitiveness. The recovery of overseas orders and performance, along with a potential domestic demand rebound by 2025, presents opportunities for the sector [2] - The quantum computing industry is at a critical turning point, transitioning from technology-driven to application-driven. The period from 2025 to 2030 is anticipated to be a golden window for commercialization, potentially reaching a market size of hundreds of billions [3] - The Ministry of Industry and Information Technology, along with other departments, launched the 2025 New Energy Vehicle (NEV) initiative, targeting underrepresented county-level cities for NEV promotion. This initiative aims to enhance the penetration rate of NEVs in lower-tier cities, which currently lags behind first and second-tier cities [4][5]

智通财经APP获悉，在戴尔科技(DELL.US)公布了好于预期的第一季度业绩和全年指引后，华尔街分析 师表示，该公司在应对关税相关问题方面表现出色，并在人工智能(AI)支出中获得了超出其应得份额的 收益。 富国银行分析师Aaron Rakers重申了对戴尔的"增持"评级和150美元的目标价，Aaron Rakers认为，戴尔 的第一季度业绩及前景指引支持了他关于戴尔在英伟达"Blackwell周期"中"处于有利地位"的判断。分析 师表示，戴尔在其供应链中的执行也非常出色，该公司正受益于商用PC的升级周期，且在持续产生自 由现金流并将现金返还给股东。 财报显示，在截至5月2日的2026财年第一财季中，戴尔的整体销售额同比增长5%至234亿美元，高于华 尔街分析师们平均估计的231亿美元;不包括某些项目的调整后每股收益为1.55美元，同比增长17%，分 析师平均预期则为1.69美元。该公司表示，用于运行人工智能训练/推理体系的AI服务器订单显著增 加。 摩根士丹利分析师Erik Woodring同样维持对戴尔的"增持"评级，目标价由126美元上调至135美元，理由 是AI服务器的增长势头持续强劲。不过，Erik ...

美股盘前，戴尔科技涨超2%，公司Q1 AI服务器订单远超预期，Q2营收展望亮眼。迈威尔科技盘前跌 超3%，公司财报显示，AI红利推动业绩爆发，但增长结构失衡加剧。 ...

智通财经APP获悉，聚焦于PC与高性能服务器产品组装与制造的美国科技公司戴尔(DELL.US)周四美股 盘后发布的业绩报告显示，其全财年的利润展望超出华尔街分析师普遍预期，并称用于运行人工智能训 练/推理体系的AI服务器订单显著增加。戴尔截至5月2日的季度的AI服务器订单价值甚至超越整个2025 财年AI服务器出货量带来的整体价值，戴尔预计其计算机、服务器和存储业务的盈利能力将持续大举 扩张，并加快了股票回购，共同推进每股利润增长。 戴尔周四在业绩声明中指出，预计截至2026年1月结束的下一财年，不包括某些项目的每股收益将约为 9.40美元，高于今年2月给出的业绩预测。该公司重申其大约1030亿美元的全年销售额预期中值(戴尔给 出的销售额区间为1010亿美元至1050亿美元)。根据机构汇编的分析师平均预期，华尔街分析师们平均 预期在1030亿美元销售额基础上，每股收益约为9.21美元，意味着戴尔给出的财年利润预期显著超越华 尔街预期。 在截至5月2日的2026财年第一财季中，戴尔的整体销售额同比增长5%至234亿美元，高于华尔街分析师 们平均估计的231亿美元。不包括某些项目的调整后每股利润为1.55美元，同 ...

Market Performance - On May 29, US stock indices saw slight gains, with the Dow Jones up 0.28%, Nasdaq up 0.39%, and S&P 500 up 0.4% [1] Technology Sector - Most large tech stocks rose, with Amazon, Meta, and Tesla increasing by less than 1%, while Broadcom rose over 1%. The semiconductor sector led gains, with US Pixel up over 6% and Microchip Technology and STMicroelectronics up over 1% [2] - Nvidia experienced a significant rise, briefly increasing over 6%, surpassing Microsoft to become the highest-valued public company globally. By the close, Nvidia was up 3.25% at $139.19, with a market cap of $3.4 trillion, adding $106.8 billion (approximately 767.5 billion RMB) to its value overnight [2] Chinese Stocks - The Nasdaq Golden Dragon China Index rose by 1.44%, with popular Chinese stocks mostly gaining, including JD.com up over 4%, Xpeng Motors up nearly 4%, and Li Auto up over 2% [4] Commodity Market - COMEX gold futures rose by 0.61% to $3342.6 per ounce, while COMEX silver futures increased by 0.84% to $33.44 per ounce [7] - WTI crude oil futures closed at $60.94 per barrel, down $0.90 (1.46%), and Brent crude oil futures closed at $64.15 per barrel, down $0.75 (1.16%) [8] Economic Data - The US Bureau of Economic Analysis reported a revised annualized quarterly GDP decline of 0.2% for Q1, slightly better than the expected decline of 0.3%. Final sales for Q1 were revised to -2.9% from -2.5% [9] - The core Personal Consumption Expenditures (PCE) price index for Q1 was revised to an annualized quarter-on-quarter rate of 3.4%, slightly below the expected 3.5% [9] Federal Reserve and Economic Policy - On May 29, Federal Reserve Chairman Jerome Powell met with President Trump to discuss economic growth, employment, and inflation, emphasizing that monetary policy decisions will be based on economic data [11] - Trump criticized Powell for not lowering interest rates, calling it a mistake, while Powell maintained a neutral stance regarding his monetary policy outlook [12]

美联储表示，鲍威尔在会面中没有讨论对货币政策的预期，只是强调政策路径将完全取决于未来的经济 数据以及这些数据对经济前景的影响。鲍威尔强调，他本人及联邦公开市场委员会（FOMC）的同事将 根据法律规定，制定旨在支持最大就业和物价稳定的货币政策，并且 所有决策都将基于仔细、客观、 非政治化的分析。 白宫方面表示，特朗普在与鲍威尔自其就任总统以来的首次面对面会晤中，敦促鲍威尔降低利率。白宫 新闻秘书莱维特周四在简报会上表示， 特朗普对鲍威尔表示，他认为美联储主席未能降息是一个错误 的决策。 莱维特表示，这一决定让我们在经济上处于相对于其他国家的劣势，总统对此一直非常直言不讳，不论 是公开场合还是——现在我可以透露——私下场合也是如此。两人并未讨论特朗普是否会寻求罢免鲍威 尔的问题。 从美联储发布的通稿来看，面对特朗普降息的呼声，鲍威尔依然选择了坚守美联储的独立性。 美东时间周四，美股主要股指高开低走小幅收涨，截止收盘，道指涨0.28%，纳指涨0.39%，标普500指 数涨0.4%，大型科技股多数上涨，亚马逊、Meta、特斯拉涨幅不足1%，英伟达涨超3%，博通涨超 1%。半导体板块涨幅居前，美国像素涨超6%，微芯科技 ...