今天的平台币表现太耀眼了 bnb bgb okb gt 通通十几个点。

今年以来戴尔、诺基亚、联想、思科、英特尔、德州仪器和美光科技今年平均涨幅达158%，合计市值增加约1.7万亿美元。

On May 31, Jin10 reported that a research note from Founder Securities highlighted ongoing developments in AI and investment opportunities in HALO assets. According to Jin10, the report emphasized the continued evolution of AI-driven technology growth, with a focus on the repatriation of domestic computing power from overseas. Investors are advised to consider strategic investments in core targets during market dips, particularly in sectors like AI power shortages, new technology, and materials. The report also noted that HALO assets have undergone significant adjustments, with a clear upward trend in the Producer Price Index (PPI). Despite U.S. Treasury yields at 4.6% showing limited upward momentum, the strengthening of key resource supply chains and rising energy prices provide a backdrop for strategic investments in core resources such as non-ferrous metals and chemicals, as well as broad energy sectors like coal, electricity, and petrochemicals. Additionally, the report suggests monitoring the upcoming June meeting led by Fed Governor Kevin Warsh, which may correct the market's aggressive rate hike expectations. Investors might also consider the potential easing of U.S.-China relations, with tariff reduction expectations boosting exports to the U.S. and increasing market activity. The report highlights thematic stocks with potential for short-term gains, particularly in areas where policy and news resonate, such as electric power coordination, commercial space ventures, and robotics.

Ukraine's military has announced an attack on Rosneft PJSC's Saratov oil refinery located in southwestern Russia, alongside an assault on an oil-pumping unit in another location. Bloomberg posted on X, detailing that local authorities have reported fires caused by drones overnight. These incidents mark a significant escalation in the ongoing conflict between Ukraine and Russia, highlighting the strategic targeting of energy infrastructure. The attacks come amid heightened tensions and ongoing military engagements in the region.

According to Jin10, a report by BOC Securities on May 31 indicated that the market has experienced sustained high volatility this week. Structurally, the previously strong technology sectors are facing pressure, prompting a rebalancing of funds between high and low certainty sectors. On the driving factors, oil prices remain high, and expectations of overseas liquidity tightening have recently intensified. This is compounded by the formal appointment of Kevin Warsh as the new Chair of the Federal Reserve, which has heightened market expectations of a hawkish U.S. monetary policy. Currently, there is a noticeable increase in expectations for a Fed rate hike within 2026. The combination of high oil prices and high interest rates has significantly constrained the potential for easing in the global liquidity environment. On the industrial front, the anticipated peak in summer electricity demand is catalyzing the power sector, while reduced coal supply is driving prices higher. During this period of increased market volatility and weak fundamental signals, funds are placing greater emphasis on dividend returns and the relative safety margin of lower-positioned assets.

HYPE reached a new all-time high of $68.64 on May 30, following approximately 50% gains over the month. According to NS3.AI, this surge occurred after the Commodity Futures Trading Commission (CFTC) approved KalshiEX's BTCPERP contract, marking the first Bitcoin perpetual futures product cleared for listing on a U.S.-regulated exchange. By May 29, Bitwise's BHYP and 21Shares' THYP had accumulated $136 million in net inflows over 13 trading sessions. ICE CEO Jeffrey Sprecher commented that Hyperliquid's trading activity is "bigger than Nasdaq."

Investors are gradually withdrawing from Bitcoin and gold markets as signs of easing tensions in the Middle East emerge, according to ChainCatcher. JPMorgan analysts, including Nikolaos Panigirtzoglou, have observed that the 'devaluation trade' driving demand for these assets is losing momentum. Over the past two weeks, both Bitcoin and gold-related ETFs have experienced significant outflows, and institutional positions in CME futures markets have weakened. This trend indicates that investors are moving away from macro hedging trades that were popular due to inflation concerns and global instability. The decline in demand is affecting both asset classes simultaneously, rather than Bitcoin funds shifting to gold. Since the Iran conflict, Bitcoin has been a primary representation of the 'devaluation trade.'

Circle是我最为关注的股票，我一直认为需要跨界的玩家才能更好地理解这个公司。

而这走的正是苹果Apple Silicon的垂直整合路径，目标却是整个Windows阵营。

入局不足一年，法国半导体公司 Sequans 清仓比特币储备，宣布回归半导体主业。

西联也做稳定币了：它为何可能亲手终结自己的汇款高毛利？

今天看到一条短视频，字幕很抓人：美国财长说，美国没收了伊朗 10 亿美元加密资产，有些人甚至还不知道自己的钱包已经被拿走了。

2026年人形机器人行业进入量产与交付阶段，34款主流机器人百花齐放。

一场横跨 30 多条链的 USDC 换锁工程，Circle 准备怎么做？

芯片,美股,人工智能,美股“芯片万岁”行情什么时候结束 金色财经,AI热潮未结束，但进入精细化分化阶段。