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]

以下文章来源于硅兔君 ，作者硅兔君 投资风向已从单纯的算法优化转向承载AI能力进化的硬件载体。 来源丨硅兔君 2025年，全球科技领域掀起了一场围绕AI硬件的深度变革：不再只是比拼谁的AI算法更聪明，而是谁能造出让AI真正"动起来"的硬件设备。 近期，谷歌在它的年度I/O大会上炫耀了一款超酷的智能眼镜原型——不仅能看，还能"懂你说话"；而OpenAI干脆收购了一家专做AI硬件的公司IVE，准 备从软件霸主变成硬件玩家。 硅兔君 . 50万创投人关注的硅谷科技风向标 将投中网设为"星标⭐"，第一时间收获最新推送 谷歌的AI眼镜正变得更轻、更聪明——它们用上了自己的Gemini大模型，还能搭配新的AndroidXR系统玩出新花样。与此同时，它和Meta、苹果等公司 也在AR（增强现实）领域展开正面交锋。 Meta已经宣布，2026年要推出可以识别人脸的AI眼镜；而苹果的AR秘密项目"Orion"也进入了研发芯片的冲刺阶段，目标是在2027年推出面向普通消费 者的终端设备。 与此同时，硅谷的投资人们也换了思路——从砸钱给算法，转向支持能承载AI的"终极硬件"。 红杉资本、IDG这些顶级风投开始关注真正能改变人机交互 ...

要闻提示 NEWS REMIND 1.3倍薪资挖人！曝京东"偷袭"飞猪携程去哪儿，转战酒旅平台 2.国内新势力车企毛利率一览：赛力斯第一，小米第二 3.长安、东风合并暂停，前者汽车业务成独立央企 4.王兴兴获新职务！首任杭州市具身智能产业联盟轮值理事长 5.小鹏、华为联合发布"追光全景"抬头显示系统，首搭小鹏G7 6.摩根士丹利：特斯拉具备"军工DNA"，有望成为国防科技巨头 7.高通已做好与苹果"分手"的准备！没有新合同也没关系 8.OpenAI创始人被解雇闹剧被改编成电影：暂命名为《人工智能》 今日头条 HEADLINE NEWS 3倍薪资挖人！曝京东"偷袭"飞猪携程去哪儿，转战酒旅平台 近日，有媒体爆料，京东正加速布局"酒店 + 机票"业务领域，且动作频频。据悉，京东正以3倍薪资从飞 猪、同程、携程等知名在线旅游平台挖掘相关人才。目前，京东酒旅出行业务已在小程序平台发布招聘信 息，涵盖产品经理、后端开发、航空运营、运营等多个关键岗位，为业务的开展积极储备人才力量。 在招聘要求方面，以酒旅业务系统架构师这一岗位为例，招聘要求中特意标注携程、美团等业内知名企业 从业者优先，尤其青睐有某块业务技术架构从0到1 ...

*特斯拉重挫逾14%，大盘承压收跌 *美国上周初请失业金人数连续第二周上升 中概股表现分化。纳斯达克中国金龙指数收涨0.54%。个股中，金山云涨超7%，百度涨超1%，蔚来则 跌超3%。 经济数据方面，美国劳工部当日公布的数据显示，截至5月31日当周，首次申领失业救济人数达24.7万 人，连续第二周上升，显著高于市场预期的23.6万人。尽管持续申领人数略有下降，但四周移动平均值 已升至2021年11月以来高位，显示短期就业动能趋缓。 与此同时，美国第一季度单位劳动力成本被上修至6.6%，显著高于初值及预期（5.7%）。同期劳动生 产率下降1.5%，降幅亦超出市场预估（-0.8%）。人力成本上升叠加效率下降，反映企业盈利空间受 压，也强化了就业放缓的结构性风险。 堪萨斯城联储主席施密德表示，关税可能在未来几个月对物价形成上行压力，短期内可能影响通胀路 径。 其他个股方面，宝洁公司宣布将在未来两年裁员7000人，约占员工总数6%，股价下跌1.9%。 *热门中概股涨跌不一 美股三大股指周四收跌，特斯拉股价重挫拖累大盘。投资者关注即将出炉的非农就业数据，以及由关税 与财政政策引发的中期通胀预期。 截至收盘，道琼斯工业平 ...

Group 1 - Honor has announced multiple recruitment plans for robot-related R&D positions, indicating a pursuit of new growth avenues beyond smartphones [1] - This recruitment effort is expected to boost market expectations for innovation breakthroughs among domestic smart hardware giants and accelerate talent competition in related fields [1] Group 2 - State Grid Corporation is deepening the application of "AI + emergency repair," utilizing the Guangming Power model to enhance proactive repair service quality and improve power supply security [2] - The initiative aims to transition power repair services from passive to proactive and intelligent, significantly reducing customer wait times and enhancing user experience [2] - This marks a significant advancement in the application of AI technology in critical infrastructure operations, boosting confidence in the smart energy sector [2] Group 3 - Hangzhou is set to release the latest implementation plan for building an AI innovation hub, aiming for over 390 billion yuan in core AI industry revenue and more than 700 core AI enterprises by 2025 [3] - The city plans to establish an industrial fund for AI with a scale exceeding 100 billion yuan, leveraging its digital economy to gain a competitive edge in AI [3] - However, there are concerns about the risk of redundant construction and the need to convert e-commerce advantages into AI competitiveness, which will be crucial for observing the innovation landscape in the Yangtze River Delta [3]

Group 1: Policy and Platform Dynamics - The consumption stimulus policy for 2025 is significantly penetrating daily scenarios, with subsidies for home appliances, electric vehicles, and energy-saving products creating a dual leverage effect with e-commerce promotions [3] - Major platforms are simplifying rules and extending promotional periods, with the 618 sales event lasting 37 days, allowing for diverse consumption scenarios [3] - The shift in the burden of discounts from merchants to platforms is evident, as platforms like Douyin and Taobao are providing cash subsidies to merchants, indicating a transition from "traffic harvesting" to "ecosystem cultivation" [3] Group 2: Consumer Segmentation - The consumer structure is evolving into three main groups: new power consumers (Z generation and small-town youth), blue ocean consumers (silver-haired and middle-aged), and quality-focused consumers (urban white-collar and discerning mothers) [4][5] - Emotional value is becoming a key driver of consumption, with 40.1% of young consumers prioritizing emotional satisfaction in their purchasing decisions [5] Group 3: Technological Empowerment - The 618 event highlights three key areas of technological empowerment: smart home revolution, globalized duty-free consumption, and the industrialization of emotional consumption [6][7] - Smart locks are predicted to see sales exceed 1.3 million units, with advanced biometric technologies becoming increasingly popular [6] - Duty-free shopping is evolving into a major cross-border consumption scene, with significant growth in inbound tourism and duty-free store revenues [6] Group 4: Capital Market Dynamics - The secondary market is experiencing a revaluation of consumption investments, with new consumption entities like Pop Mart and Lao Pu Jin seeing significantly higher price-to-earnings ratios compared to traditional consumer stocks [8] - Traditional leaders are stabilizing, with a focus on cash flow and return on equity, while low-tier market consumption confidence is recovering [8] Group 5: Key Variables in June - Three critical variables will determine consumption performance in June: the balance of price and experience, the efficiency of emotional consumption conversion, and the multiplier effect of policies [9][10] - The average price of smart locks is rising, but enhanced features are helping to mitigate the impact of price increases [9] Group 6: Conclusion on Market Trends - The 2025 consumption market is characterized by differentiation, emotionalization, and technological advancement, with the true battleground shifting to consumer psychology [11] - The new consumption symbols are emerging, reflecting a shift in consumer values and preferences [12]

金十图示：2025年06月05日（周四）美股热门股票行情一览（美股盘初） @ JIN10.COM 金十数据 | 一个交易工具 135.96亿市值 81.30亿市值 76.99亿市值 3.59 18.42 17.00 -0.05(-0.29%) +0.15(+0.82%) -0.16(-4.27%) 新东方 TALHAN 好未来 唯品会 唯品会 都府吃 74.76亿市值 76.82亿市值 63.34亿市值 14.52 10.46 46.97 -0.03(-0.29%) +0.75(+1.63%) +0.14(+0.97%) MIN 名创优品 500 57.19亿市值 再鼎医药 C ) 奇富科技 zai ... 39.20亿市值 56.83亿市值 18.28 42.26 36.14 -0.17(-0.39%) +0.06(+0.17%) +0.11(+0.61%) 雾芯科技 金山区 == 34.48亿市值 29.37亿市值 25.89亿市值 12.54 24.80 2.13 +1.06(+9.23%) +0.20(+0.81%) +0.01(+0.24%) 陆金所控股 ion) 爱奇艺 tt Stim LU co ...

Group 1 - The A-share market showed a collective rise on June 5, with the Shanghai Composite Index up 0.23% to 3,384.10 points, the Shenzhen Component Index up 0.50% to 10,203.50 points, and the ChiNext Index up 1.17% to 2,048.62 points, indicating a structural market where capital is actively competing [1] - The technology sector, particularly the computing power hardware, emerged as a core driver of the market, with stocks like Qingyun Technology hitting the daily limit and others like Shengyi Electronics and Dekeli seeing gains over 15% [2] - The military and industrial sectors experienced a surge, driven by the restructuring concept of the "Zhongbing System," with multiple stocks hitting the daily limit, highlighting these sectors as key areas for short-term capital allocation [2] Group 2 - Policy incentives are a primary catalyst for market momentum, with the Ministry of Industry and Information Technology releasing the "Computing Power Interconnection Action Plan" on May 30, aiming to accelerate the integration of public computing resources [4] - Continuous breakthroughs in the industry are boosting market confidence, exemplified by Nvidia's Q1 earnings report, which reaffirmed the high demand for computing power, and significant advancements in domestic technology, such as Huawei's training of a large-scale model [4] - The focus of capital allocation is shifting towards technology, with margin financing exceeding 1.8 trillion yuan, indicating strong investor interest in tech stocks, while new funds are being launched to inject additional capital into the market [5]

A股三大指数今日集体上涨，截至收盘，沪指涨0.23%，深成指涨0.58%，创业板指涨1.17%，北证50指 数跌0.29%。全市场成交额13170亿元，较上日放量1395亿元。全市场2600只个股上涨。 板块题材上，兵装重组、算力产业链、足球、稳定币板块领涨；美容护理、食品加工制造板块跌幅居 前。 盘面上，兵装重组概念领涨，建设工业（002265）、东安动力（600178）、湖南天雁（600698）涨停。 体育产业概念股涨幅居前，金陵体育（300651）3连板，共创草坪（605099）、冰山冷热（000530）、 元隆雅图（002878）涨停。AI硬件端午后活跃，生益电子、青云科技、剑桥科技（603083）涨停。稳 定币概念回流，恒宝股份（002104）、翠微股份（603123）涨停，大消费板块调整，曼卡龙（300945） 跌超15%，拉芳家化（603630）、周大生（002867）、水羊股份（300740）跌幅居前。 这几只票暗盘资金正在偷偷流入，立即查看>> 涨停天梯榜： 【4连板】 共创草坪。 【3连板】 金时科技（002951）、金陵体育、南华期货（603093）、菲林格尔（603226）。 消息面： ...

Group 1 - The recent surge in technology stocks is primarily driven by favorable developments in the computing power sector, including the release of the "Computing Power Interconnection Action Plan" by the Ministry of Industry and Information Technology on May 30 [2] - The Shanghai Stock Exchange's Sci-Tech Innovation Board Composite Index (000680) rose by 0.94% as of June 5, 2025, with significant gains in the computing hardware sector, including a 19.66% increase in Shengyi Technology and a 17.41% increase in Dekoli [1] - The Huaxia Sci-Tech Innovation Index ETF (589000) has shown a 2.51% increase over the past week and a 1.06% increase on June 5, 2025, indicating strong investor interest [1] Group 2 - Global trends show Nvidia's Q1 financial results released on May 28 indicate sustained high growth, validating the ongoing demand for AI computing power [2] - Domestic developments include the restructuring of Haiguang and Shuguang, which is expected to enhance competition among domestic computing power leaders and concentrate market share among top companies [2] - Huawei's introduction of the Pangu Ultra MoE model, featuring 718 billion parameters, demonstrates significant advancements in domestic AI infrastructure and boosts confidence in the industry's development [2] Group 3 - As of May 30, 2025, the top ten weighted stocks in the Sci-Tech Innovation Board Composite Index account for 22.3% of the index, with companies like Haiguang Information and Cambricon leading the list [3] - The Huaxia Sci-Tech Innovation Index ETF closely tracks the performance of the Sci-Tech Innovation Board Composite Index, reflecting the overall performance of eligible listed companies [2][3]