Market Overview - The market experienced a rebound with the ChiNext Index rising over 1% and significant strength in the consumer sector, particularly in gold jewelry, beauty care, and food and beverage, with several stocks hitting the daily limit [1] - The total trading volume reached 1.18 trillion [1] Key Sectors Computing Power - The computing power sector saw a strong rebound, with stocks like Kangsheng Co., Derun Electronics, and Zhongdian Xindong hitting the daily limit [4] - Nvidia's stock rose nearly 3% to $141.22, reclaiming its position as the world's most valuable publicly traded company, while CoreWeave's stock surged over 25% to a record high of $150.48, with a market cap exceeding $72 billion (approximately 510 billion RMB) [4] - The computing power leasing industry is entering a high-quality development phase, shifting focus from price competition to multi-dimensional capability competition, with a potential market size of 260 billion RMB by 2026 [6] Solid-State Batteries - The solid-state battery sector became active again, with stocks like Baihehua and Keheng Co. hitting the daily limit [7] - Upcoming conferences related to solid-state batteries are scheduled, indicating a growing interest in the sector [7] - The demand for solid-state electrolytes is expected to reach 210 billion RMB by 2030, driven by the increasing need for solid-state batteries [9] Consumer Sector - The consumer sector remained active, with notable gains in gold jewelry and beer segments, as stocks like Laishen Tongling and Lehui International hit the daily limit [10] - The domestic ancient gold market is projected to reach 421.4 billion RMB by 2028, with a compound annual growth rate of 21.8% [11] - The beer and beverage sector is expected to see increased investment opportunities as it enters the peak season, with favorable conditions for sales [12]

一、行情 6月4日，算力概念多股大涨，德润电子、润建股份等涨停，英特科技、德科立等涨幅超10%。 1）CoreWeave公司成立于2017年，于2019年转型运营数据中心租赁业务，向第三方出售云训练和推理算力和方案。公司共经历13轮 融资，总融资额达134亿美元，并于2023年获英伟达投资，确立其作为英伟达GPU云服务商的市场定位。 英伟达长期向CoreWeave提供资本与技术支持，形成深度绑定。公司早期依赖英伟达GPU挖掘以太坊，并通过GPU抵押实现资本扩 张，在23年上半年-24年上半年间累计融资约127亿美元。（华泰证券） 2）英伟达业绩超预期和Coreweave的股价快速上涨表明，推理端对高性能计算的需求快速释放，AI算力景气度持续验证。 3）国内方面，阿里巴巴集团官方表示未来三年，阿里将投入超过3800亿元人民币，用于建设云和AI硬件基础设施。腾讯"计划在 2025年进一步增加资本支出，并预计资本支出将占收入的低两位数百分比。"腾讯今年的Capex将达到千亿级别。H20被禁，下游客 户将转向算力租赁和国产算力来满足旺盛的算力需求。 二、事件： 1）6月3日，英伟达股价上涨近3%，达141.22美元， ...