Workflow
人工智能网络芯片
icon
Search documents
盘前必读丨新能源汽车下乡活动开展;四维图新与阿里云达成战略合作
Di Yi Cai Jing· 2025-06-03 23:38
Market Overview - The US stock market saw an increase on Tuesday, driven by strong performance in chip stocks, with the Dow Jones Industrial Average rising by 214.16 points to close at 42519.64, a gain of 0.51% [4] - The S&P 500 index increased by 34.43 points to 5970.37, up 0.58%, while the Nasdaq Composite rose by 156.35 points to 19398.96, reflecting a gain of 0.81% [4] - The technology sector led the market, with the information technology sector up by 1.5%, and notable gains from chip leaders like Nvidia, which rose by 2.9%, and Broadcom, which increased by 3.2% to reach a record closing high [4] Commodity Market - International oil prices experienced an upward trend, with WTI crude oil futures rising by 1.42% to $63.41 per barrel, and Brent crude oil increasing by 1.55% to $65.63 per barrel [4] - Gold futures faced downward pressure, with COMEX gold futures declining by 0.59% to $3377.1 per ounce [4] Company News - Siwei Map announced a strategic cooperation framework agreement with Alibaba Cloud, focusing on deep collaboration in areas such as large model applications, assisted driving, and smart transportation over a five-year period [8] - Guangkang Biochemical disclosed plans by major shareholders to reduce their holdings by up to 6% of the company's shares, with specific plans to sell up to 222,000 shares, representing 3% of the total share capital [9] - Baili Electric stated that its revenue from controlled nuclear fusion-related business is minimal and will not significantly impact the company's overall performance, with related income accounting for less than 1% of total revenue in 2024 [10] - Seres reported that the cumulative sales of its Wanjie M9 model reached 50,500 units from January to May, marking a year-on-year increase of 19.46%, with May sales alone at 36,450 units, up 13.19% year-on-year [11] Regulatory Developments - The State Development and Reform Commission and the National Energy Administration issued opinions to enhance the "electricity access" service level, aiming to create a modern business environment for electricity by 2029 [5] - The "Regulations on Government Data Sharing" were announced, set to take effect on August 1, 2025, aimed at improving government digital governance and service efficiency [5]
英伟达重夺全球市值第一头衔,美三大股指全线收高
Di Yi Cai Jing· 2025-06-03 22:59
Group 1: Market Performance - US stock market rose on Tuesday, driven by strong performance in chip stocks, with the Dow Jones Industrial Average up 214.16 points to 42519.64, a gain of 0.51% [1] - The S&P 500 index increased by 34.43 points to 5970.37, a rise of 0.58%, while the Nasdaq Composite index climbed 156.35 points to 19398.96, up 0.81% [1] - The information technology sector led the market with a 1.5% increase, highlighting the strength of technology stocks [1] Group 2: Nvidia's Market Position - Nvidia regained its title as the world's most valuable publicly traded company, with a market capitalization of $3.45 trillion, surpassing Microsoft's $3.44 trillion [2] - Nvidia's stock rose approximately 3% to $141.40, with a cumulative increase of nearly 24% over the past month, despite uncertainties related to export controls and tariffs [1][2] - Nvidia's Q1 revenue grew by 69% year-over-year to $44.06 billion, significantly exceeding market expectations [1] Group 3: Economic Indicators - In April, US job openings increased to 7.391 million, indicating a cautious approach to hiring by businesses, as layoffs also rose during the same period [2] - Factory orders in the US fell by 3.7% month-over-month in April, attributed to the waning effects of previous "pull-forward" purchasing [2] - Investors are awaiting the upcoming non-farm payroll data to assess the impact of trade uncertainties and policy expectations on the economic fundamentals [2] Group 4: Other Notable Stocks - Wells Fargo shares rose by 1.2% and further increased by about 2% in after-hours trading after the Federal Reserve lifted the asset cap imposed on the bank [3] - In the commodities market, WTI crude oil futures rose by 1.42% to $63.41 per barrel, while Brent crude increased by 1.55% to $65.63 per barrel [3] - Gold futures faced downward pressure, with COMEX gold futures declining by 0.59% to $3377.1 per ounce [3]