https://www.readjensen.com/news/2026-06-04/27yza5oj 读懂老黄 zh-cn 2026-06-04T13:52:58.000Z Palantir与谷歌云达成营销合作，股价上涨 https://www.readjensen.com/news/2026-06-04/fbegayd1 读懂老黄 zh-cn 2026-06-04T13:38:24.000Z Anthropic 将“最危险模型”商业化，向 150 家机构开放 https://www.readjensen.com/news/2026-06-04/iprfy4ay 读懂老黄 zh-cn 2026-06-04T13:29:30.000Z 英伟达CPU营收目标200亿美元，挑战英特尔与AMD双头格局 https://www.readjensen.com/news/2026-06-04/1qolc7nw 读懂老黄 zh-cn 2026-06-04T12:51:54.000Z 美股科技股盘前分化，Arm跌逾5% https://www.readjensen.com/news/2026-06-04/15trpm30 读懂老黄 zh-cn 2026-06-04T12:26:38.000Z AI监控创企Coralogix获2亿美元融资，估值达16亿美元 https://www.readjensen.com/news/2026-06-04/u6usaheq 读懂老黄 zh-cn 2026-06-04T12:23:05.000Z 博通财报、SpaceX估值与世界杯担忧：开盘前五件事 https://www.readjensen.com/news/2026-06-04/1ygwhc9i 读懂老黄 zh-cn 2026-06-04T11:26:38.000Z AMD Helios MI455X曝光，以太网互联或成性能瓶颈 https://www.readjensen.com/news/2026-06-04/2oaob8aq 读懂老黄 zh-cn 2026-06-04T11:20:52.000Z 腾讯与宁德时代或参投DeepSeek，跨界资本押注AI新枢纽 https://www.readjensen.com/news/2026-06-04/1id9tjod 读懂老黄 zh-cn 2026-06-04T11:20:29.000Z atNorth在挪威规划350MW数据中心园区 https://www.readjensen.com/news/2026-06-04/knv0z0vi 读懂老黄 zh-cn 2026-06-04T11:17:32.000Z OpenAI承认AI Token成本成巨大问题 https://www.readjensen.com/news/2026-06-04/2co5rkos 读懂老黄 zh-cn 2026-06-04T11:09:23.000Z 台积电CEO暗示AI芯片短缺短期无解，盘前股价下滑 https://www.readjensen.com/news/2026-06-04/f52sbxj7 读懂老黄 zh-cn 2026-06-04T10:49:17.000Z 道指期货走高科技股承压，SpaceX IPO定价与规模敲定 https://www.readjensen.com/news/2026-06-04/1l7ezhdm 读懂老黄 zh-cn 2026-06-04T10:07:00.000Z 何小鹏定下机器人量产时间表：2026年Q4量产 https://www.readjensen.com/news/2026-06-04/27xay8kk 读懂老黄 zh-cn 2026-06-04T10:03:00.000Z 帧跃科技获千万美金天使轮，主攻AI交互视频 https://www.readjensen.com/news/2026-06-04/29fcets0 读懂老黄 zh-cn 2026-06-04T09:42:34.000Z 英伟达发布首款全开放物理AI模型Cosmos 3 https://www.readjensen.com/news/2026-06-04/13fo8m46 读懂老黄 zh-cn 2026-06-04T09:33:47.000Z Palantir与律所Kirkland & Ellis签多年AI合作 https://www.readjensen.com/news/2026-06-04/1rliw0e0 读懂老黄 zh-cn 2026-06-04T08:49:06.000Z 台积电董事长押注AI增长，称“乐意”调涨芯片价格 https://www.readjensen.com/news/2026-06-04/h57j60ct 读懂老黄 zh-cn 2026-06-04T08:14:17.000Z 英伟达发布RTX Spark与Vera平台，AI PC与数据中心双线布局 https://www.readjensen.com/news/2026-06-04/lui5ojhs 读懂老黄 zh-cn 2026-06-04T08:06:16.000Z AI音乐公司Suno完成超4亿美元D轮融资，估值翻倍至54亿 https://www.readjensen.com/news/2026-06-04/e936j8ux 读懂老黄 zh-cn 2026-06-04T08:04:48.000Z xAI发布Grok Imagine 1.5：图片转720p视频 https://www.readjensen.com/news/2026-06-04/66pg1uun 读懂老黄 zh-cn 2026-06-04T07:58:00.000Z 黄仁勋点将Marvell：连接层或催生万亿美元巨头 https://www.readjensen.com/news/2026-06-04/vij7tydn 读懂老黄 zh-cn 2026-06-04T07:41:33.000Z A股Robotaxi投资通道开启 https://www.readjensen.com/news/2026-06-04/114rtmu5 读懂老黄 zh-cn 2026-06-04T07:35:00.000Z Anthropic计划大量采购Alphabet TPU https://www.readjensen.com/news/2026-06-04/19rbymxm 读懂老黄 zh-cn 2026-06-04T07:25:34.000Z Megaport获4.59亿澳元AI合同，拟融资8.27亿建推理云 https://www.readjensen.com/news/2026-06-04/2qf387el 读懂老黄 zh-cn 2026-06-04T07:02:58.000Z SK海力士称赴美上市获投资者强烈支持 https://www.readjensen.com/news/2026-06-04/iex89lfa 读懂老黄 zh-cn 2026-06-04T06:27:31.000Z 木头姐旗下ARK斥9600万美元大举增持谷歌 https://www.readjensen.com/news/2026-06-04/eh58ct06 读懂老黄 zh-cn 2026-06-04T05:31:53.000Z 思必驰二次冲刺科创板，IPO申请获受理 https://www.readjensen.com/news/2026-06-04/25kdiemj 读懂老黄 zh-cn 2026-06-04T05:17:30.000Z 台积电魏哲家：CoPoS量产还需两三年 https://www.readjensen.com/news/2026-06-04/172tkcjc 读懂老黄 zh-cn 2026-06-04T05:00:28.000Z Asprofin银行提议120亿美元在阿联酋建数据中心 https://www.readjensen.com/news/2026-06-04/6wls0dzi 读懂老黄 zh-cn 2026-06-04T05:00:26.000Z 博通Q2营收猛增48%，AI芯片销售暴涨143% https://www.readjensen.com/news/2026-06-04/bycn0ms9 读懂老黄 zh-cn 2026-06-04T04:57:29.000Z Meta推迟Muse Spark AI模型API发布 https://www.readjensen.com/news/2026-06-04/rxosny56 读懂老黄 zh-cn 2026-06-04T04:50:00.000Z Yahoo财经评论：D-Wave股价低于35美元，值得买入吗？ https://www.readjensen.com/news/2026-06-04/18qjeqbb 读懂老黄 zh-cn 2026-06-04T04:31:03.000Z Fluence 借 AI 储能合作暴涨后估值争议 https://www.readjensen.com/news/2026-06-03/y0w9i2on 读懂老黄 zh-cn 2026-06-04T03:16:39.000Z 超微推出Helios平台并签20亿美元AI基建大单 https://www.readjensen.com/news/2026-06-03/16lilscb 读懂老黄 zh-cn 2026-06-04T03:06:21.000Z 博通AI指引疲软叠加加息担忧，美股承压 https://www.readjensen.com/news/2026-06-03/16sm1j4r 读懂老黄 zh-cn 2026-06-04T03:00:27.000Z 印度马哈拉施特拉邦与AirTrunk签署210亿美元数据中心意向书 https://www.readjensen.com/news/2026-06-03/1x5kimt4 读懂老黄 zh-cn 2026-06-04T02:55:26.000Z 博通AI芯片营收指引低于预期，OpenAI成关键客户 https://www.readjensen.com/news/2026-06-03/p0f03msq 读懂老黄 zh-cn 2026-06-04T02:47:00.000Z 英伟达联手联发科进军PC芯片，高通股价承压 https://www.readjensen.com/news/2026-06-03/2690l9uk 读懂老黄 zh-cn 2026-06-04T02:22:03.000Z 台积电股东会：AI需求推升全年营收成长超30% https://www.readjensen.com/news/2026-06-03/1k3cmm8h 读懂老黄 zh-cn 2026-06-04T02:01:24.000Z 甲骨文5月股价飙升近40%，OpenAI合作成催化剂 https://www.readjensen.com/news/2026-06-03/28606o21 读懂老黄 zh-cn 2026-06-04T01:46:01.000Z 台积电股东会：AI需求无放缓迹象，展望乐观 https://www.readjensen.com/news/2026-06-03/1w4k39uw 读懂老黄 zh-cn 2026-06-04T01:36:43.000Z 现代汽车联手韩政府与英伟达洽建AI研发中心 https://www.readjensen.com/news/2026-06-03/2mqz9v73 读懂老黄 zh-cn 2026-06-04T01:30:00.000Z 戴盟机器人获亿元融资，视触觉传感器出货量行业居首 https://www.readjensen.com/news/2026-06-03/ipjwzq6e 读懂老黄 zh-cn 2026-06-04T01:23:00.000Z 英伟达联手联发科推AI PC芯片，直击英特尔与AMD腹地 https://www.readjensen.com/news/2026-06-03/2qmrhp12 读懂老黄 zh-cn 2026-06-04T00:53:44.000Z 博通发布2026财年Q2业绩电话会 https://www.readjensen.com/news/2026-06-03/oevznies 读懂老黄 zh-cn 2026-06-04T00:52:46.000Z 意法半导体上调数据中心收入预期，AI需求成关键推手 https://www.readjensen.com/news/2026-06-03/k2ybt38q 读懂老黄 zh-cn 2026-06-04T00:51:21.000Z 港股通调入文远知行与小马智行，自动驾驶双雄获南下资金通道 https://www.readjensen.com/news/2026-06-03/1m98vvl4 读懂老黄 zh-cn 2026-06-04T00:46:00.000Z Quantinuum IPO 定价每股 60 美元，周四挂牌 https://www.readjensen.com/news/2026-06-03/2bpqezqh 读懂老黄 zh-cn 2026-06-04T00:44:04.000Z 李飞飞提出世界模型新定义：渲染、模拟与规划走向融合 https://www.readjensen.com/news/2026-06-03/20ojwfp7 读懂老黄 zh-cn 2026-06-04T00:30:40.000Z 苹果Vision Pro系列被曝取消，DeepSeek首轮融资约500亿元 https://www.readjensen.com/news/2026-06-03/2i8y1ptn 读懂老黄 zh-cn 2026-06-04T00:00:02.000Z 亚马逊西雅图工程师抗议：一边砸钱建AI数据中心，一边裁掉3万人 https://www.readjensen.com/deep/nvidia-moat-custom-asic-siege 读懂老黄 zh-cn 2026-06-04T00:00:00.000Z 护城河在漏水？老黄的 GPU 帝国，正被一群「自己造芯片」的客户包围 https://www.readjensen.com/deep/nvidia-ai-gpu-price-war 读懂老黄 zh-cn 2026-06-04T00:00:00.000Z 护城河之四：英伟达的定价权松动了吗？AMD、Meta 大单与一场刚开始的价格战 https://www.readjensen.com/deep/nvidia-cuda-software-moat 读懂老黄 zh-cn 2026-06-04T00:00:00.000Z 护城河之二：CUDA 还守得住吗？英伟达最深的那堵墙，与正在凿墙的人 https://www.readjensen.com/deep/nvidia-inference-economics 读懂老黄 zh-cn 2026-06-04T00:00:00.000Z 护城河之三：一个 token 几分钱——AI 工厂的推理经济学，与英伟达的新战场 https://www.readjensen.com/news/2026-06-03/2j4l1p2k 读懂老黄 zh-cn 2026-06-04T00:00:00.000Z 工业富联股价新高背后：散户抱团与万亿市值的脆弱平衡 https://www.readjensen.com/news/2026-06-03/y3qkbrim 读懂老黄 zh-cn 2026-06-03T23:52:56.000Z Anthropic选定大摩高盛牵头IPO，最快10月上市 https://www.readjensen.com/news/2026-06-03/scbd3xst 读懂老黄 zh-cn 2026-06-03T23:23:40.000Z WSTS预测2026年全球半导体市场破10万亿人民币 https://www.readjensen.com/news/2026-06-03/1yx7ez0r 读懂老黄 zh-cn 2026-06-03T23:20:00.000Z Alphabet增发股权融资至847.5亿美元，DeepSeek传首轮估值590亿 https://www.readjensen.com/news/2026-06-03/1cp1ogw3 读懂老黄 zh-cn 2026-06-03T23:05:11.000Z 博通AI芯片需求“难以满足”，Q2营收创纪录并大幅上调展望 https://www.readjensen.com/news/2026-06-03/fn86t1lg 读懂老黄 zh-cn 2026-06-03T22:17:41.000Z 英伟达与微软联手打造Agentic AI全栈 https://www.readjensen.com/news/2026-06-03/acio20m6 读懂老黄 zh-cn 2026-06-03T22:07:30.000Z 博通AI营收暴增143%股价反跌，市场在担忧什么？ https://www.readjensen.com/news/2026-06-03/15wm9y21 读懂老黄 zh-cn 2026-06-03T21:01:55.000Z 博通与CrowdStrike盘后下跌；SpaceX IPO定价与规模敲定 https://www.readjensen.com/news/2026-06-03/1ah2kjl1 读懂老黄 zh-cn 2026-06-03T20:57:41.000Z CrowdStrike季报略超预期但股价跌9%，AI安全叙事遇冷 https://www.readjensen.com/news/2026-06-03/1q9xxwxh 读懂老黄 zh-cn 2026-06-03T20:51:14.000Z 博通二季报超预期，AI营收同比翻倍以上 https://www.readjensen.com/news/2026-06-03/1utjpoxa 读懂老黄 zh-cn 2026-06-03T20:33:52.000Z 博通财报软件收入不及预期，股价承压 https://www.readjensen.com/news/2026-06-03/14mtujy4 读懂老黄 zh-cn 2026-06-03T20:18:02.000Z 博通AI芯片需求强劲，Q3营收指引超预期 https://www.readjensen.com/news/2026-06-03/g3vmxv70 读懂老黄 zh-cn 2026-06-03T20:15:00.000Z 博通发布2026财年Q2财报与股息 https://www.readjensen.com/news/2026-06-03/2lf6voku 读懂老黄 zh-cn 2026-06-03T20:12:14.000Z AMD 称智能体 AI 带动芯片需求走强 https://www.readjensen.com/news/2026-06-03/17oow7k3 读懂老黄 zh-cn 2026-06-03T19:54:13.000Z 谷歌开源模型Gemma 4 12B：笔记本16GB内存跑多模态AI https://www.readjensen.com/news/2026-06-03/292abirp 读懂老黄 zh-cn 2026-06-03T19:38:32.000Z Alphabet 创纪录融资 850 亿美元加码 AI https://www.readjensen.com/news/2026-06-03/1wt1eivs 读懂老黄 zh-cn 2026-06-03T19:12:27.000Z “抛物线七雄”崛起，挑战美股七巨头地位 https://www.readjensen.com/news/2026-06-03/14eo7qns 读懂老黄 zh-cn 2026-06-03T19:10:03.000Z 谷歌发布Gemma 4 12B模型，16GB内存笔记本即可运行 https://www.readjensen.com/news/2026-06-03/1wwnrday 读懂老黄 zh-cn 2026-06-03T18:57:36.000Z 美国数据中心建设支出首超传统办公楼 https://www.readjensen.com/news/2026-06-03/1wn6gqdl 读懂老黄 zh-cn 2026-06-03T18:39:16.000Z 英伟达今秋进军AI PC芯片，搅动个人电脑市场 https://www.readjensen.com/news/2026-06-03/tmgk7jhd 读懂老黄 zh-cn 2026-06-03T18:34:36.000Z Ideogram 4.0 开源发布，原生 2K 分辨率与文字渲染提升 https://www.readjensen.com/news/2026-06-03/d90bhjd9 读懂老黄 zh-cn 2026-06-03T18:25:55.000Z Michael Burry 称 Palantir 为“沙堡”，股价应声下跌 https://www.readjensen.com/news/2026-06-03/2kq28igb 读懂老黄 zh-cn 2026-06-03T18:25:27.000Z Cathie Wood 加仓英伟达、减持 AMD https://www.readjensen.com/news/2026-06-03/7b3fecit 读懂老黄 zh-cn 2026-06-03T18:11:15.000Z 特朗普AI模型审查计划遇阻：DOGE裁撤安全团队削弱执行能力 https://www.readjensen.com/news/2026-06-03/jhhbso4l 读懂老黄 zh-cn 2026-06-03T17:47:00.000Z 汇丰大幅上调博通目标价，AI 定制芯片叙事升温 https://www.readjensen.com/news/2026-06-03/1fffhbw9 读懂老黄 zh-cn 2026-06-03T17:45:00.000Z 美光财报前夕：历史数据揭示6月24日前买入胜率 https://www.readjensen.com/news/2026-06-03/2evlda6d 读懂老黄 zh-cn 2026-06-03T17:22:13.000Z Palantir股价承压：知名投资人再发看空言论 https://www.readjensen.com/news/2026-06-03/27usdcf3 读懂老黄 zh-cn 2026-06-03T17:20:49.000Z Marvell 股价再涨，黄仁勋描绘万亿级 AI 未来 https://www.readjensen.com/news/2026-06-03/90mtmx7f 读懂老黄 zh-cn 2026-06-03T17:20:21.000Z 特朗普新行政令推动AI安全审查，企业可自愿提交模型 https://www.readjensen.com/news/2026-06-03/2yl0ra3j 读懂老黄 zh-cn 2026-06-03T17:17:04.000Z Anthropic冲刺IPO：Claude月烧5亿美元反成上市卖点 https://www.readjensen.com/news/2026-06-03/2rk6f8of 读懂老黄 zh-cn 2026-06-03T17:14:00.000Z AMD 逼近 52 周高点：数据中心需求激增下的多空博弈 https://www.readjensen.com/news/2026-06-03/1142hxnc 读懂老黄 zh-cn 2026-06-03T17:11:30.000Z 博通一年涨89%后还值得关注吗？ https://www.readjensen.com/news/2026-06-03/xa8hvd5q 读懂老黄 zh-cn 2026-06-03T17:06:06.000Z 费城半导体指数创新高，AMD与Marvell领涨 https://www.readjensen.com/news/2026-06-03/245ygrtb 读懂老黄 zh-cn 2026-06-03T16:56:02.000Z 博通股价在财报前徘徊于历史高点 https://www.readjensen.com/news/2026-06-03/1zl1eetu 读懂老黄 zh-cn 2026-06-03T16:51:38.000Z 谷歌签约虚拟电厂，为数据中心寻灵活电力 https://www.readjensen.com/news/2026-06-03/2hd2ypgq 读懂老黄 zh-cn 2026-06-03T16:44:50.000Z AI 重塑国防与网安：四只“新时代军工股”受关注 https://www.readjensen.com/news/2026-06-03/25wsmo3u 读懂老黄 zh-cn 2026-06-03T16:30:45.000Z 微软自研MAI-Thinking-1模型，完全从零训练对标Claude https://www.readjensen.com/news/2026-06-03/2r8sy19m 读懂老黄 zh-cn 2026-06-03T16:26:09.000Z MiniMax四年烧90亿，拟再冲A股 https://www.readjensen.com/news/2026-06-03/1tor78px 读懂老黄 zh-cn 2026-06-03T16:25:01.000Z Cramer 在 CrowdStrike 与博通财报前发表看法 https://www.readjensen.com/news/2026-06-03/a05hhpgn 读懂老黄 zh-cn 2026-06-03T16:20:19.000Z 英特尔承认18A制程节点“贪多嚼不烂”，CFO称14A仍按计划推进 https://www.readjensen.com/news/2026-06-03/1taj8dqk 读懂老黄 zh-cn 2026-06-03T16:13:22.000Z 博通财报或引发股价9%波动，500美元关口成焦点 https://www.readjensen.com/news/2026-06-03/18frelle 读懂老黄 zh-cn 2026-06-03T15:37:05.000Z 博通AVGO估值能否匹配其AI定制芯片增速？ https://www.readjensen.com/news/2026-06-03/1l34xxkn 读懂老黄 zh-cn 2026-06-03T15:30:51.000Z 三星展示首款HBM5样机，内置散热结构应对热挑战 https://www.readjensen.com/news/2026-06-03/90vk5u21 读懂老黄 zh-cn 2026-06-03T15:30:11.000Z Palantir 财报后一月涨 12%，市场在交易什么？ https://www.readjensen.com/news/2026-06-03/1dt0p7xq 读懂老黄 zh-cn 2026-06-03T15:19:17.000Z OpenAI CEO阿尔特曼赴华盛顿会晤议员与特朗普官员 https://www.readjensen.com/news/2026-06-03/2mtvncag 读懂老黄 zh-cn 2026-06-03T15:18:21.000Z 巴菲特买入全球最强势AI公司，半年后清仓 https://www.readjensen.com/news/2026-06-03/1oku54es 读懂老黄 zh-cn 2026-06-03T15:01:21.000Z 美银测算英伟达Vera CPU年销或破500亿美元 https://www.readjensen.com/news/2026-06-03/2n5g69c3 读懂老黄 zh-cn 2026-06-03T15:00:57.000Z 英伟达研究突破：机器人抓取与自动驾驶智能升级 https://www.readjensen.com/news/2026-06-03/g7j4ea31 读懂老黄 zh-cn 2026-06-03T15:00:35.000Z 英伟达发布物理AI代理技能，加速自动驾驶与机器人研发 https://www.readjensen.com/news/2026-06-03/27995n24 读懂老黄 zh-cn 2026-06-03T14:42:20.000Z BDx与印尼国电签1.2GW供电协议 https://www.readjensen.com/news/2026-06-03/gnd3k72s 读懂老黄 zh-cn 2026-06-03T14:30:28.000Z Lambda 展示英伟达 CPO 交换机，大幅省电提升算力效率 https://www.readjensen.com/news/2026-06-03/13p17i68 读懂老黄 zh-cn 2026-06-03T14:14:12.000Z 西门子推出100兆瓦AI工厂参考设计 https://www.readjensen.com/news/2026-06-03/6bfmppux 读懂老黄 zh-cn 2026-06-03T14:04:00.000Z 微软Build大会亮剑：自研推理模型与超级应用，AI战略走向独立 https://www.readjensen.com/news/2026-06-03/2peqqzga 读懂老黄 zh-cn 2026-06-03T13:40:00.000Z Meta 向全球 WhatsApp 商家推出 AI 客服，按用量收费 https://www.readjensen.com/news/2026-06-03/1n2zlegs 读懂老黄 zh-cn 2026-06-03T13:35:58.000Z Meta 的 AI 追赶战：内部努力与外部疑虑 https://www.readjensen.com/news/2026-06-03/20mg5s1l 读懂老黄 zh-cn 2026-06-03T13:15:00.000Z OpenAI 发布 GPT-Rosalind 新能力，强化生命科学推理 https://www.readjensen.com/news/2026-06-03/1dzy23mx 读懂老黄 zh-cn 2026-06-03T13:03:08.000Z 摩根士丹利将向AI代理开放万亿财富管理渠道 https://www.readjensen.com/news/2026-06-03/13xf4zq8 读懂老黄 zh-cn 2026-06-03T13:02:51.000Z AI监控公司Coralogix获2亿美元F轮融资 https://www.readjensen.com/news/2026-06-03/knbc63xc 读懂老黄 zh-cn 2026-06-03T13:01:22.000Z 文远知行港股被纳入港股通 https://www.readjensen.com/news/2026-06-03/1u33dn4l 读懂老黄 zh-cn 2026-06-03T12:54:05.000Z 欧洲推出技术主权一揽子计划，强化芯片与云计算自主 https://www.readjensen.com/news/2026-06-03/tnmewg13 读懂老黄 zh-cn 2026-06-03T12:44:14.000Z AMD 首席财务官称代理式 AI 推动 CPU 需求激增 https://www.readjensen.com/news/2026-06-03/1xnibyac 读懂老黄 zh-cn 2026-06-03T12:37:00.000Z 英特尔股价终结五连跌，CPU实力重获市场认可 https://www.readjensen.com/news/2026-06-03/1m8bihfg 读懂老黄 zh-cn 2026-06-03T12:35:38.000Z 三里岛核电站重启获FERC豁免，Constellation扫清关键障碍 https://www.readjensen.com/news/2026-06-03/2d40ht4r 读懂老黄 zh-cn 2026-06-03T12:23:51.000Z 谷歌首创虚拟电厂交易，为 PJM 电网注入 100 兆瓦灵活容量 https://www.readjensen.com/news/2026-06-03/2noeny20 读懂老黄 zh-cn 2026-06-03T12:19:40.000Z 微软发布Project Solara：专为AI Agent打造的芯片到云平台 https://www.readjensen.com/news/2026-06-03/1qvq72ar 读懂老黄 zh-cn 2026-06-03T12:14:18.000Z 亚马逊在印第安纳州规划九栋数据中心园区 https://www.readjensen.com/news/2026-06-03/nz81qood 读懂老黄 zh-cn 2026-06-03T12:10:00.000Z 特朗普签署新AI行政令，转向加速产业主导 https://www.readjensen.com/news/2026-06-03/zkxsg5pm 读懂老黄 zh-cn 2026-06-03T12:09:26.000Z AI数据安全独角兽Cyera再获3亿美元融资，估值飙至120亿 https://www.readjensen.com/news/2026-06-03/18f2ugkk 读懂老黄 zh-cn 2026-06-03T12:00:00.000Z Wasmer 借助 Codex 与 GPT-5.5 打造边缘 Node.js 运行时 https://www.readjensen.com/news/2026-06-03/qsovhvbu 读懂老黄 zh-cn 2026-06-03T11:50:49.000Z 特朗普签署AI行政令：要求前沿模型发布前30天向政府开放访问 https://www.readjensen.com/news/2026-06-03/c1a0im4w 读懂老黄 zh-cn 2026-06-03T11:21:11.000Z AI音乐公司Suno估值翻倍至54亿美元 https://www.readjensen.com/news/2026-06-03/1y8jx6wn 读懂老黄 zh-cn 2026-06-03T11:04:00.000Z 英国银行获准接入OpenAI GPT-5.5，却被Anthropic拒之门外 https://www.readjensen.com/news/2026-06-03/1xnxriwb 读懂老黄 zh-cn 2026-06-03T11:00:28.000Z 微软推出Cobalt 200芯片预览版VM，Maia 200已量产 https://www.readjensen.com/news/2026-06-03/xckext5s 读懂老黄 zh-cn 2026-06-03T10:49:55.000Z 谷歌联手Voltus押注虚拟电厂，为数据中心扩张解锁电力 https://www.readjensen.com/news/2026-06-03/182zejkt 读懂老黄 zh-cn 2026-06-03T10:48:19.000Z 微软 Build 2026 发布七款自研 AI 模型，图像生成领先谷歌 https://www.readjensen.com/news/2026-06-03/1foy5kus 读懂老黄 zh-cn 2026-06-03T10:12:15.000Z 奥尔特曼认错并押注算力需求，Stargate 数据中心动工 https://www.readjensen.com/news/2026-06-03/22zt160i 读懂老黄 zh-cn 2026-06-03T10:01:44.000Z 字节跳动与甲骨文成为Arm AGI芯片客户 https://www.readjensen.com/news/2026-06-03/1ql9cllm 读懂老黄 zh-cn 2026-06-03T09:54:18.000Z 跨维智能超越谷歌，登顶世界模型排行榜 https://www.readjensen.com/news/2026-06-03/277jzznp 读懂老黄 zh-cn 2026-06-03T09:35:42.000Z 英伟达Computex 2026发布物理AI全家桶，开源Cosmos 3并联合宇树推机器人参考设计 https://www.readjensen.com/news/2026-06-03/jfyv4td2 读懂老黄 zh-cn 2026-06-03T09:32:51.000Z Shy Balore谈软件市场“救生艇效应”：资金从传统SaaS涌向AI代理堆栈 https://www.readjensen.com/news/2026-06-03/15x09n9k 读懂老黄 zh-cn 2026-06-03T09:19:45.000Z 晨星估值：SpaceX仅值IPO目标价一半 https://www.readjensen.com/news/2026-06-03/2o6sfkzx 读懂老黄 zh-cn 2026-06-03T09:12:29.000Z AI热潮再起：台股加权指数突破46000点 https://www.readjensen.com/news/2026-06-03/1v7pyxiz 读懂老黄 zh-cn 2026-06-03T08:45:48.000Z 英国裁定：谷歌须允许出版商退出AI搜索功能 https://www.readjensen.com/news/2026-06-03/1dxkmbn0 读懂老黄 zh-cn 2026-06-03T08:20:02.000Z 伯恩斯坦与美银维持台积电看多，目标价上调至430美元 https://www.readjensen.com/news/2026-06-03/2e9m084m 读懂老黄 zh-cn 2026-06-03T07:56:59.000Z Alphabet 800亿美元股票发行，高盛称华尔街步入'前所未有'境地 https://www.readjensen.com/news/2026-06-03/1o9mn0ii 读懂老黄 zh-cn 2026-06-03T07:26:14.000Z Anthropic启动IPO，通用人工智能资本化大幕拉开 https://www.readjensen.com/news/2026-06-03/dusxcdyg 读懂老黄 zh-cn 2026-06-03T06:55:00.000Z 机构观点：5万亿市值的英伟达仍被低估 https://www.readjensen.com/news/2026-06-03/2bgqvgfx 读懂老黄 zh-cn 2026-06-03T06:49:15.000Z DeepSeek首轮融资近完成，腾讯与宁德时代成最大外部股东 https://www.readjensen.com/news/2026-06-03/gs04slnp 读懂老黄 zh-cn 2026-06-03T06:43:00.000Z 千问APP开放第三方Agent，瑞幸肯德基等首批接入 https://www.readjensen.com/news/2026-06-03/ocsgr6qm 读懂老黄 zh-cn 2026-06-03T05:38:45.000Z 博通Q2财报在即，营收增速或创九年新高 https://www.readjensen.com/news/2026-06-03/16o1iw83 读懂老黄 zh-cn 2026-06-03T05:30:26.000Z 火山引擎MaaS营收目标急调至150亿，Seedance 2.0单月收入破10亿 https://www.readjensen.com/news/2026-06-03/15t2p6eg 读懂老黄 zh-cn 2026-06-03T05:03:01.000Z 软银在法国投建3.1GW AI数据中心 https://www.readjensen.com/news/2026-06-03/dtrsd2kk 读懂老黄 zh-cn 2026-06-03T04:36:46.000Z Gary Black：定制AI芯片赢家博通与Marvell https://www.readjensen.com/news/2026-06-03/va2dbdrr 读懂老黄 zh-cn 2026-06-03T04:31:23.000Z 获英伟达投资与AI光互连订单，Coherent股价大涨逾11% https://www.readjensen.com/news/2026-06-03/oglgbhgu 读懂老黄 zh-cn 2026-06-03T04:21:18.000Z DeepSeek首轮融资拟募70亿美元，腾讯宁德时代领投 https://www.readjensen.com/news/2026-06-02/2qns67yd 读懂老黄 zh-cn 2026-06-03T03:19:00.000Z 中国世界模型登顶全球评测，原创架构超越巨头 https://www.readjensen.com/news/2026-06-02/nycepr1x 读懂老黄 zh-cn 2026-06-03T03:16:18.000Z Alphabet 股价走低：AI 烧钱模式引发市场担忧 https://www.readjensen.com/news/2026-06-02/2ayfz720 读懂老黄 zh-cn 2026-06-03T03:08:43.000Z 工业富联市值突破1.65万亿 首超贵州茅台登顶A股 https://www.readjensen.com/news/2026-06-02/3ehq2rj1 读懂老黄 zh-cn 2026-06-03T02:43:26.000Z AI 热潮推动 Marvell、博通与慧与股价齐创 52 周新高 https://www.readjensen.com/news/2026-06-02/17xwqczm 读懂老黄 zh-cn 2026-06-03T02:36:07.000Z 黄仁勋呼吁“该用光就用光”，光通信股集体飙升 https://www.readjensen.com/news/2026-06-02/13zf69iq 读懂老黄 zh-cn 2026-06-03T02:34:20.000Z 腾讯AI应用大会将发布系列智能体新品 https://www.readjensen.com/news/2026-06-02/2pmdqflv 读懂老黄 zh-cn 2026-06-03T02:01:02.000Z 具身大脑公司“星源智”获新融资，累计吸金10亿 https://www.readjensen.com/news/2026-06-02/a68ai3uc 读懂老黄 zh-cn 2026-06-03T01:36:00.000Z 传Anthropic秘密提交上市申请 估值剑指万亿美元 https://www.readjensen.com/news/2026-06-02/2mh9kmp2 读懂老黄 zh-cn 2026-06-03T01:30:00.000Z 星尘智能完成超10亿B轮融资，估值破百亿 https://www.readjensen.com/news/2026-06-02/i5ex5ci0 读懂老黄 zh-cn 2026-06-03T01:23:47.000Z 黄仁勋点名 Marvell 为顶级 AI 芯片股，股价创历史新高 https://www.readjensen.com/news/2026-06-02/16amgyz4 读懂老黄 zh-cn 2026-06-03T00:56:00.000Z 谷歌再借800亿，行情“续杯”还是泡沫“试金石”？ https://www.readjensen.com/news/2026-06-02/9fhghq8e 读懂老黄 zh-cn 2026-06-03T00:50:00.000Z AI芯片双雄激辩：博通回报反超，英伟达王座动摇？ https://www.readjensen.com/news/2026-06-02/sbn2lpce 读懂老黄 zh-cn 2026-06-03T00:38:00.000Z 传智谱AI拟回A股上市，港股关联标的曾涨16倍 https://www.readjensen.com/news/2026-06-02/2fcqyi5j 读懂老黄 zh-cn 2026-06-03T00:29:20.000Z 早报：Alphabet融资800亿砸向AI基建，腾讯云模型价格再跳水 https://www.readjensen.com/news/2026-06-02/z8olafns 读懂老黄 zh-cn 2026-06-03T00:27:00.000Z MiniMax发布M3模型：性能领跑，信任裂痕待修复 https://www.readjensen.com/news/2026-06-02/24ti236y 读懂老黄 zh-cn 2026-06-03T00:23:43.000Z 微软Build 2026重磅连发，英伟达RTX Spark携手杀入PC市场 https://www.readjensen.com/news/2026-06-02/2krup0ke 读懂老黄 zh-cn 2026-06-03T00:15:15.000Z 博通股价创历史新高，AI多重利好共振 https://www.readjensen.com/news/2026-06-02/y9patdrj 读懂老黄 zh-cn 2026-06-03T00:13:23.000Z 黄仁勋Computex演说引AI芯片长周期预期，供应链股集体飙升 https://www.readjensen.com/news/2026-06-02/vtzk22wu 读懂老黄 zh-cn 2026-06-03T00:00:19.000Z Ayar Labs加入英伟达NVLink Fusion生态 共封装光学落地AI工厂 https://www.readjensen.com/news/2026-06-02/24l7qx28 读懂老黄 zh-cn 2026-06-02T23:58:48.000Z 宇树回应英伟达合作：H2+人形机器人下半年亮相 https://www.readjensen.com/news/2026-06-02/17lws137 读懂老黄 zh-cn 2026-06-02T23:50:00.000Z 市场紧张中的机会：亚马逊与Meta被指为首选股 https://www.readjensen.com/news/2026-06-02/2bhnmk29 读懂老黄 zh-cn 2026-06-02T23:49:23.000Z Semtech 受 HPE 强劲业绩带动单日涨逾一成 https://www.readjensen.com/news/2026-06-02/1ke386wc 读懂老黄 zh-cn 2026-06-02T23:49:03.000Z 公募回流港股互联网，AI投资转向业绩确定性 https://www.readjensen.com/news/2026-06-02/1vjqcpns 读懂老黄 zh-cn 2026-06-02T23:41:23.000Z 黄仁勋Computex演讲提振，Lattice股价涨4.5% https://www.readjensen.com/news/2026-06-02/1m91ot0b 读懂老黄 zh-cn 2026-06-02T23:20:00.000Z AI日报：DeepSeek降价、英伟达硅光子量产 https://www.readjensen.com/news/2026-06-02/85f8mc8m 读懂老黄 zh-cn 2026-06-02T23:17:23.000Z 黄仁勋 Computex 演讲重估 AI 芯片周期，应材、光罩股价大涨 https://www.readjensen.com/news/2026-06-02/dm5hu05t 读懂老黄 zh-cn 2026-06-02T23:12:15.000Z OpenAI发布Codex三项更新，编程智能体向9亿ChatGPT用户渗透 https://www.readjensen.com/news/2026-06-02/1ac6cny7 读懂老黄 zh-cn 2026-06-02T22:54:39.000Z 黄仁勋强调AI基建角色，Marvell股价大涨 https://www.readjensen.com/news/2026-06-02/1f3cd7kl 读懂老黄 zh-cn 2026-06-02T22:17:57.000Z 澳大利亚 Megaport 签四份 AI 基建合同，拟融资 5.94 亿美元 https://www.readjensen.com/news/2026-06-02/i30su335 读懂老黄 zh-cn 2026-06-02T22:17:00.000Z 美银在关键行业活动后调整英伟达股价预测 https://www.readjensen.com/news/2026-06-02/14cg10nc 读懂老黄 zh-cn 2026-06-02T22:07:00.000Z Susquehanna上调博通目标价却下调AI收入预期 https://www.readjensen.com/news/2026-06-02/1f5ff6l7 读懂老黄 zh-cn 2026-06-02T21:22:10.000Z AI芯片股力挺标普500再收纪录高位 https://www.readjensen.com/news/2026-06-02/1h0m9ldn 读懂老黄 zh-cn 2026-06-02T21:20:00.000Z 评论称三只AI股估值过热 建议远离 https://www.readjensen.com/news/2026-06-02/1us72wer 读懂老黄 zh-cn 2026-06-02T21:04:34.000Z AMD称智能体AI将服务器CPU机遇翻倍，MI450渐近 https://www.readjensen.com/news/2026-06-02/14qx2mhn 读懂老黄 zh-cn 2026-06-02T21:01:23.000Z 博通涨逾5%：财报前抢筹叠Anthropic IPO传闻 https://www.readjensen.com/news/2026-06-02/742byaph 读懂老黄 zh-cn 2026-06-02T20:47:54.000Z 微软Solara项目曝光：专为AI Agent打造的Android OS https://www.readjensen.com/news/2026-06-02/1hy8ylpb 读懂老黄 zh-cn 2026-06-02T20:33:52.000Z Alphabet宣布800亿美元融资，伯克希尔出资百亿美元参与 https://www.readjensen.com/news/2026-06-02/2juvogce 读懂老黄 zh-cn 2026-06-02T20:26:04.000Z Alphabet拟售800亿美元股票为AI基建融资 https://www.readjensen.com/news/2026-06-02/10q6vf6z 读懂老黄 zh-cn 2026-06-02T20:25:00.000Z 黄仁勋称Marvell或成万亿AI巨头，股价飙涨30% https://www.readjensen.com/news/2026-06-02/fmm8m5h8 读懂老黄 zh-cn 2026-06-02T19:58:59.000Z 道指走高思科领涨，英伟达逆势回落 https://www.readjensen.com/news/2026-06-02/2pvvivjn 读懂老黄 zh-cn 2026-06-02T19:43:26.000Z 格芯完成收购新思ARC处理器IP业务 https://www.readjensen.com/news/2026-06-02/1xtm13pl 读懂老黄 zh-cn 2026-06-02T19:29:04.000Z Marvell 因英伟达万亿预言股价飙升 https://www.readjensen.com/news/2026-06-02/12rjgqdo 读懂老黄 zh-cn 2026-06-02T19:24:59.000Z Palantir股价因特朗普AI行政令承压走低 https://www.readjensen.com/news/2026-06-02/1wdoosqv 读懂老黄 zh-cn 2026-06-02T19:23:52.000Z 微软Build 2026：七大AI重磅发布亮相 https://www.readjensen.com/news/2026-06-02/10agp15s 读懂老黄 zh-cn 2026-06-02T19:19:52.000Z 超微电脑接获20亿美元AI大单，Computex联手Arm发布新品 https://www.readjensen.com/news/2026-06-02/2qvmduph 读懂老黄 zh-cn 2026-06-02T19:19:30.000Z 道指AI概念股卡特彼勒与台积电闪现买入信号 https://www.readjensen.com/news/2026-06-02/2dt0v8zy 读懂老黄 zh-cn 2026-06-02T19:14:14.000Z Oppenheimer在博通财报前发布AI看涨评论 https://www.readjensen.com/news/2026-06-02/butdhead 读懂老黄 zh-cn 2026-06-02T19:00:08.000Z 英伟达微软联手推出代理AI统一堆栈 https://www.readjensen.com/news/2026-06-02/28mi7wlr 读懂老黄 zh-cn 2026-06-02T19:00:00.000Z 微软与NVIDIA联手推出Windows端AI代理开发工具 https://www.readjensen.com/news/2026-06-02/1t6s4nhh 读懂老黄 zh-cn 2026-06-02T18:57:03.000Z 分析师盘点Computex AI芯片赢家：英伟达、英特尔与Marvell https://www.readjensen.com/news/2026-06-02/2l6yudxd 读懂老黄 zh-cn 2026-06-02T18:55:18.000Z 微软推自研AI模型，降低对OpenAI依赖及开发者成本 https://www.readjensen.com/news/2026-06-02/2b2c99oz 读懂老黄 zh-cn 2026-06-02T18:44:46.000Z 英伟达开源物理模型Cosmos 3，补齐Agent工具 https://www.readjensen.com/news/2026-06-02/2dwx54g1 读懂老黄 zh-cn 2026-06-02T18:34:15.000Z OpenAI 为 Codex 添加职业插件，瞄准非开发者通用办公场景 https://www.readjensen.com/news/2026-06-02/1b15hn4g 读懂老黄 zh-cn 2026-06-02T18:33:42.000Z 特朗普签行政令推AI模型发布前自愿审查 https://www.readjensen.com/news/2026-06-02/1pvbkg4w 读懂老黄 zh-cn 2026-06-02T18:27:28.000Z 英伟达 vs. 博通：退休收入组合的AI芯片取舍 https://www.readjensen.com/news/2026-06-02/2cbmae55 读懂老黄 zh-cn 2026-06-02T18:22:00.000Z 半导体股5月劲扬，涨势能否贯穿夏季？ https://www.readjensen.com/news/2026-06-02/14vu3d6z 读懂老黄 zh-cn 2026-06-02T18:18:50.000Z 英特尔Computex发布机架级AI创新 https://www.readjensen.com/news/2026-06-02/1lyo2wtf 读懂老黄 zh-cn 2026-06-02T18:12:44.000Z 微软发布首款高级推理模型 MAI-Thinking-1 https://www.readjensen.com/news/2026-06-02/11lre53o 读懂老黄 zh-cn 2026-06-02T18:11:16.000Z DriveNets融4.1亿美元D轮，加码AI以太网与异构基础设施 https://www.readjensen.com/news/2026-06-02/2l82zs62 读懂老黄 zh-cn 2026-06-02T18:04:03.000Z Anthropic提交IPO申请 生成式AI迈向企业化成熟 https://www.readjensen.com/news/2026-06-02/zm8dlkw7 读懂老黄 zh-cn 2026-06-02T18:01:00.000Z 低费率先锋ETF重仓五大芯片股 有望连续四年跑赢标普500 https://www.readjensen.com/news/2026-06-02/271yzv5x 读懂老黄 zh-cn 2026-06-02T18:00:00.000Z 微软发布AI助手Scout：深度整合365，剑指个人助理市场 https://www.readjensen.com/news/2026-06-02/1gfcdyl7 读懂老黄 zh-cn 2026-06-02T17:38:34.000Z 黄仁勋铜缆优先论点燃光通信股 https://www.readjensen.com/news/2026-06-02/1hrxdkt0 读懂老黄 zh-cn 2026-06-02T17:33:00.000Z 巴克莱下调AMD目标价：AI算力叙事正从GPU向ASIC转移 https://www.readjensen.com/news/2026-06-02/258bq9t7 读懂老黄 zh-cn 2026-06-02T17:12:01.000Z Truist：英伟达GTC台北发布具显著增长潜力 https://www.readjensen.com/news/2026-06-02/1ww8w87d 读懂老黄 zh-cn 2026-06-02T17:10:00.000Z 软件反弹暂歇，AI硬件与模型再成资金焦点 https://www.readjensen.com/news/2026-06-02/rib7wxv8 读懂老黄 zh-cn 2026-06-02T17:10:00.000Z Palantir AI 基建动能强劲，PLTR还能买吗？ https://www.readjensen.com/news/2026-06-02/1h4uhb0i 读懂老黄 zh-cn 2026-06-02T16:51:29.000Z 黄仁勋宣布 Rubin 全面投产，史上最强 CPU 同步亮相 https://www.readjensen.com/news/2026-06-02/1l4kl5q7 读懂老黄 zh-cn 2026-06-02T16:27:55.000Z 布鲁克菲尔德追投100亿欧元加码法国AI数据中心 https://www.readjensen.com/news/2026-06-02/kazzij20 读懂老黄 zh-cn 2026-06-02T16:23:08.000Z 特朗普签署宽松版AI监管行政令,仅要求自愿审查 https://www.readjensen.com/news/2026-06-02/1qz40ahn 读懂老黄 zh-cn 2026-06-02T16:16:37.000Z Google在瑞典霍恩达尔破土动工建设自营数据中心 https://www.readjensen.com/news/2026-06-02/1b5y3e9n 读懂老黄 zh-cn 2026-06-02T16:13:29.000Z EDF选定软银与Eclairion合作改造法国旧电站为AI数据中心 https://www.readjensen.com/news/2026-06-02/zn13dmfe 读懂老黄 zh-cn 2026-06-02T16:00:00.000Z OpenAI推出Codex新工具，瞄准白领办公场景 https://www.readjensen.com/news/2026-06-02/jjt5d93l 读懂老黄 zh-cn 2026-06-02T15:58:36.000Z 特朗普签署AI行政令，要求企业提前向政府开放模型访问 https://www.readjensen.com/news/2026-06-02/ooy6aokm 读懂老黄 zh-cn 2026-06-02T15:50:16.000Z MiniMax M3实测轻松识别老黄74个Logo https://www.readjensen.com/news/2026-06-02/1f1gtzca 读懂老黄 zh-cn 2026-06-02T15:45:00.000Z Marvell 发布 102.4 Tbps AI 网络交换芯片 https://www.readjensen.com/news/2026-06-02/1ggm5aw9 读懂老黄 zh-cn 2026-06-02T15:36:59.000Z Oppenheimer 看好博通财报，认为有望超预期