行情回顾 本周，美元指数整体区间震荡。美国最高法院推翻特朗普关税政策、白宫引入新进口税令市场反复评估贸易前景，美元多次冲高回落，整体缺乏方向。截至 发稿，美指报97.75。 现货黄金高位盘整。周初受关税不确定性及美伊紧张局势提振，金价重返5200美元上方并触及三周高点；随后因美元企稳及获利了结大幅回落，盘中一度跌 超100美元。此后多次冲击5200关口，整体维持高位震荡。白银振幅更大，多次突破90美元后回落，周五美国敦促公民离开以色列后白银急涨，站上92美元 关口。 主要非美货币走势分化。欧元和英镑兑美元以震荡整理为主，缺乏明确方向；日元整体走弱，美元兑日元延续上行；澳元在商品属性和央行预期支撑下相对 抗跌，表现略强于其他非美货币。 国际油价在六个月高位附近冲高回落。盘中一度涨约2%，但随着美伊谈判传出积极进展，以及欧佩克+释放增产预期，油价再度承压。周五，美伊紧张局势 带动国际油价急涨。 本周美股走势震荡明显。周初受AI担忧与关税风险升温影响，金融和软件股领跌，大盘回调；随后在AI龙头业绩预期推动下，科技股一度反弹、纳指走 强；但英伟达财报落地后市场情绪转谨慎，芯片与大型科技股回落拖累指数，板块轮动加剧，整 ...

来源：市场资讯 来源：美股财经社 人工智能芯片界的"三国杀"愈演愈烈！马克·扎克伯格除了四处砸钱吸纳顶尖人才之外，在硬件方面他 也"左右"重磅押注，刚刚与英伟达签下大单，又与AMD牵手成为其最大客户。AMD这边也是拿出自家 股票作赌注，力争吸引更多大客户。相比之下，英伟达就淡定许多。 然而，这更加加深了投资者对人工智能领域"循环"交易的怀疑。 吃到客户大单，AMD股价暴涨 周二，Meta Platforms Inc．与AMD达成了一项价值数十亿美元的芯片交易，同时还将让Meta获得AMD 10%的股份，这一消息推动AMD的股价飙升。 AMD盘中一度暴涨超过10%，最终收涨8.77%，报213.84美元/股，总市值达到3486亿美元。但投资者显 然对Meta疯狂烧钱的举动并不太感冒，Meta股价盘中一度跌超1%，收盘微涨0.32%，报639.3美元/股， 总市值1.62万亿美元。 Meta在AI芯片上"三面出击" 这项协议是Meta巨额支出计划的最新举措。小扎已将人工智能列为公司首要任务，承诺投入数千亿美 元"积极前期"建设计算能力。 小扎表示，他预计AMD将在未来很多年里成为"重要的合作伙伴"。 Meta表示 ...

Group 1 - The core point of the article highlights the performance of the Sci-Tech Innovation Artificial Intelligence ETF (589010), which is currently trading at 1.418 yuan, down 0.98%, with significant differentiation in stock performance within the sector [1] - Among the holdings, 25 stocks are rising while 8 are falling, with notable gainers including Hehe Information, Foxit Software, and Qi Anxin-U, each rising over 3%, while Lanke Technology, Lexin Technology, and Hengxuan Technology have seen declines exceeding 2% [1] - In terms of capital flow, there has been a cumulative net inflow of approximately 346 million yuan over the past five days [1] Group 2 - Oracle, a US software company, announced plans to launch cloud services powered by AMD's advanced AI chips, with an agreement to deploy 50,000 AMD MI450 chips by Q3 2026 and further expansion planned for 2027 and beyond [1] - This collaboration aims to address the growing demand for large-scale AI capabilities required by next-generation AI models [1] - According to a report from Galaxy Securities, there is a long-term positive outlook for the AI industry chain, emphasizing the necessity for domestic chip production [1] - The computing power sector is still in a performance realization phase, with relatively moderate valuation levels, and is expected to remain favorable for PCB, domestic computing power, IP licensing, and chip-related investments in the second half of the year [1] Group 3 - The Sci-Tech Innovation Artificial Intelligence ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index, covering high-quality enterprises across the entire industry chain [1] - The ETF benefits from high R&D investment and policy support, with a 20% price fluctuation limit and the elasticity of small and mid-cap stocks aiding in capturing the "singularity moment" of the AI industry [1]

Key Points - Chen Zhen apologized for a car accident, taking full responsibility and promising to cooperate in resolving the issue [2][5] - A platform was reported to have been involved in an illegal blind box project, leading to nearly 50 employees being imprisoned while the leadership fled [7] - Yu Donglai encouraged ex-convicts during job interviews, urging them not to feel inferior and to embrace their experiences positively [8] - Seres is reportedly advancing hardware upgrades for the 2024 Wanjie M9 car, with the factory completing the first batch of internal vehicle modifications [10][16] - Panasonic is calling for early retirement among older employees due to significant profit declines [22] - Huawei has open-sourced its SINQ AI quantization technology, which can reduce memory usage by up to 70% [13][14] - Pop Mart has filed a lawsuit in the U.S. against 189 merchants for selling counterfeit LABUBU products [12] - ARM's CEO criticized Intel for missing opportunities, making it difficult for them to catch up with TSMC [23] - Tesla plans to release a lower-priced Model Y to boost electric vehicle demand [22] - OpenAI is set to acquire a stake in AMD through a multi-billion dollar chip deal, which could challenge Nvidia's market dominance [26]