NvidiaNVDA:NASDAQ$215.88 +0.81%🟢 便宜 PE 33.0/17.0
🟢 利好NVIDIA老卡调参神器升级！NPI最新测试版发布 - 驱动之家⚪ 中性NVIDIA杀入笔记本CPU市场！戴尔XPS确认搭载N1X - 驱动之家⚪ 中性苦等多年终于适配！NVIDIA GA100获主线内核支持 但还有大坑 - 驱动之家⚪ 中性国内厂商全GaN技术助力NVIDIA MGX生态实现高密度AI供电 - 搜狐网⚪ 中性Nvidia is investing billions into this emerging technology that could change the AI industry - CNBC🟢 利好黄仁勋评价华为半导体新突破："台积电和台湾领先10年" - RFI⚪ 中性NVIDIA 凭借 AI 工厂、机器人和智能汽车领域的创新荣获 COMPUTEX 2026 最佳选择奖 - 电子工程专辑🔴 利空CEOs Are Blaming AI for Layoffs. Nvidia’s Jensen Huang Says That’s a ‘Lazy’ Excuse. - entrepreneur.com⚪ 中性Nvidia Just Increased Its Holding by 95% in This AI Stock That's Climbed Nearly 50% This Year. - The Motley Fool⚪ 中性NVIDIA Vera CPU Is ‘Packing a Heavy-Hitting Punch’ Against Competition - NVIDIA Blog🟢 利好Nvidia’s Just Getting Started, It’s Time To Buy (Rating Upgrade) (NASDAQ:NVDA) - Seeking Alpha⚪ 中性NVIDIA MGX生态版图扩张背后：一场从800V到GPU核心的效率革命正悄然展开 - Moomoo🟢 利好At Computex, Nvidia and Taiwan's expanding role in AI infrastructure set to take centre stage - Reuters🟢 利好China Debuts First AI Chip Security List, Naming Huawei and Alibaba But Not ‘China's Nvidia’ - 一财全球Yicai Global🟢 利好New details on Apple-Google AI deal revealed, including Nvidia chips: report - 9to5Mac⚪ 中性Build high-performance generative AI systems with Strands Agents, NVIDIA NIM, and Amazon Bedrock AgentCore - Amazon Web Services (AWS)⚪ 中性Nvidia stock faces a key level that could make or break where it goes next - CNBC🟢 利好NVIDIA CEO 宣布与太空比特币挖矿初创公司合作 - Bitget⚪ 中性盼解決一大瓶頸 Nvidia為AI拚了 砸數十億美元投資「這項」技術 - 世界新聞網⚪ 中性How Nvidia’s US$3.2 Billion AI Optics Pact At Corning (GLW) Has Changed Its Investment Story - Yahoo Finance
GoogleGOOGL:NASDAQ$383.06 -1.60%🟡 合理 PE 29.1/26.4
⚪ 中性5月27日生效！Google Play规范开发者账号交接，私下买卖面临挑战 - Enjoy出海⚪ 中性人工智能编码代理需要优秀的软件工程师 - 新浪新闻_手机新浪网🟢 利好Google 在欧洲/巴西推出 ChatGPT 替代方案 – 葡萄牙居民 - Portugal Resident⚪ 中性Google AI搜索再更新三大功能强调内容可靠性- Google 谷歌 - cnBeta.COM🟢 利好Google DeepMind重磅突破：AI攻克人类56年未解难题，最低7.5美元解一道研究级数学题 - 智源社区🟢 利好A New Era of Innovation: Google Research at I/O 2026 - Research at Google🟢 利好Apollo Shops $36 Billion Debt Deal to Buy Google Chips for Anthropic - Bloomberg.com⚪ 中性Big Subsidies for Google, Limited Water for Locals: The Dilemma of AI in India - WSJ⚪ 中性LG Electronics' shares surge 24% after showing automotive innovations using Google tech - CNBC🟢 利好Google adjusts Gemini’s new usage limits in response to complaints - 9to5Google⚪ 中性How Online Sleuthing Helped Catch the ‘Google Insider’ on Polymarket - WSJ🟢 利好Workday and Google Cloud Expand Strategic Partnership to Bring AI Agents for HR and Finance Into Employees' Daily Workflows - Google Cloud Press Corner⚪ 中性Telefónica and Google Cloud Partner to Deliver Sovereign Cloud Solutions for Spanish Organizations - Telefónica⚪ 中性Google Android users move closer to $135M settlement as key deadlines approach - MassLive⚪ 中性Announcing Apache Iceberg 1.11.0 - blog.google⚪ 中性Google employee charged with using confidential search data to make $1.2 million on Polymarket - AP News⚪ 中性Gemini for Google Home can now use your cameras to trigger automations - The Verge⚪ 中性'It's jarring': Google's $40 billion data center investment to transform Texas town - KTXS⚪ 中性震惊！安卓开发被Vibe Coding接管？谷歌大幅降低App开发门槛，一周狂造25万个 - eu.36kr.com🟢 利好Here's how AI is rebuilding the foundation of modern marketing. - blog.google
AppleAAPL:NASDAQ$310.02 -0.58%🟡 合理 PE 37.5/32.2
🟢 利好Apple to Overhaul iOS 27 Siri, AI Features: Here's a First Peek - Yahoo Finance🟢 利好Apple TV’s two most acclaimed shows return soon, here’s what’s coming - 9to5Mac⚪ 中性苹果最新冲突矿产报告与此前指控相矛盾- Apple 苹果 - cnBeta.COM⚪ 中性Apple WWDC 2026: What We Expect From This Year's Keynote and How to Watch - CNET🟢 利好Apple releases public beta for iPadOS 26.6, tvOS 26.6, and watchOS 26.6 - 9to5Mac⚪ 中性Apple TV unveils trailer for season two of neo-noir detective series “Sugar” - Apple⚪ 中性Report: Apple Plans to Make On-Device AI a Key WWDC Focus - MacRumors🟢 利好Studio Display XDR review: Apple’s pro display shines very brightly - The Guardian⚪ 中性Detroit’s rising developers are supported by the Apple Developer Academy and inspired by their city - Apple⚪ 中性最新消息：京东Apple产品全线开启重磅降价促销 优惠力度覆盖苹果全系产品 - 驱动之家⚪ 中性限时大促：京东Apple全系降价来袭 iPhone17系列至高优惠2000元 - 驱动之家⚪ 中性AI版的 Siri，可能长这样 - 36kr.com⚪ 中性Here's What Apple's Siri Overhaul For iOS 27 Could Look Like - Engadget⚪ 中性Amazon to Take Over Apple's 20% Stake in Globalstar as Part of Acquisition - PCMag⚪ 中性Apple makes its quantum-resistant encryption open source - Help Net Security⚪ 中性苹果返校促销要来了，今年送啥？ - 凤凰网科技🟢 利好苹果史诗级升级！iOS 27界面偷跑：相机和照片App全面接入AI - 驱动之家⚪ 中性Global Running Day Challenge coming to Apple Watch next week - 9to5Mac⚪ 中性苹果iOS 27版Siri曝料：视觉风格类似WWDC26宣传图|苹果全球开发者大会|Apple|ChatGPT|语音助手|界面_手机新浪网 - 新浪财经⚪ 中性苹果计划利用 WWDC 来重点展示其设备端的 AI 能力 - 新浪财经
BerkshireBRK-B:NYSE$475.06 -0.49%🟡 合理 PE 14.1/22.3
🟢 利好Why Berkshire Hathaway Is Now My Favorite Stock for 2026 and Beyond - Yahoo Finance🟢 利好Madison McCarthy, Cooper Calvert are Bianchi-Barbarotta Foundation top athletes - The Berkshire Eagle🔴 利空亿万富翁减持联合健康，华尔街却集体看涨 - NAI500⚪ 中性MIAA Playoff Brackets: Pittsfield baseball, Hoosac softball lead Berkshire teams into states - The Berkshire Eagle🔴 利空$Nocera (NCRA.US)$ 这只股票即使有利好消息也表现疲软，已亏损卖出。 应避免投资中国股票 - Moomoo⚪ 中性Williamstown manufacturer Steinerfilm to close, leaving 34 employees without jobs - The Berkshire Eagle⚪ 中性Pittsfield School Committee votes against releasing redacted PHS misconduct report - The Berkshire Eagle🔴 利空'Our voices will be heard:' South County students stage walkouts over layoffs, immigration enforcement - The Berkshire Eagle⚪ 中性Here’s a look at where Morningside students could go after school closure - The Berkshire Eagle🟢 利好Is Berkshire Hathaway (BRK.B) Still Attractive After Recent Flat Share Price Performance? - Yahoo Finance⚪ 中性三井物产正寻求液化天然气投资以满足数据中心的电力需求 - Moomoo⚪ 中性Is Berkshire Hathaway (BRK.B) Undervalued After Recent Share Price Weakness - simplywall.st🟢 利好June 5 First Fridays Artswalk - The Berkshire Edge⚪ 中性Community Development Corp. South Berkshire welcomes two board members - The Berkshire Eagle🟢 利好Wahconah Regional High School names graduation speakers - The Berkshire Eagle🟢 利好Martin Leonard Lewis, 76, of Great Barrington - The Berkshire Edge⚪ 中性Greylock Federal Credit Union promotes Tara McCluskey to senior VP, lending officer - The Berkshire Eagle⚪ 中性Former operator of Berkshire Mall store gets life sentence for sex trafficking - Reading Eagle🟢 利好Greg Abel Is Trying to Break Berkshire Hathaway’s Losing Streak on Airlines with New Delta Stock Bet - Barchart.com🟢 利好Berkshire Hathaway's First Annual Meeting Under Greg Abel Has Arrived. Here Are 3 Must-See Takeaways. - AOL.com
TSMCTSM:NYSE$418.87 -1.41%🟡 合理 PE 35.8/21.4
⚪ 中性黄仁勋为台湾送上1500亿美元投资大礼包“三星、海力士亮起红灯” - chinese.joins.com⚪ 中性台积电首次回应华为韬定律：概念早就有了芯片耗电量才是关键- TSMC 台积电 - cnBeta.COM⚪ 中性China doubts Musk’s Starship future; ex-TSMC chip prodigy returns: 7 highlights - South China Morning Post🔴 利空Huawei plans to narrow semiconductor gap with TSMC using novel chip architecture - Crypto Briefing🟢 利好ASML vs. TSMC: Better Semi Stock to Buy Right Now? - 24/7 Wall St.⚪ 中性MediaTek同时支持台积电和英特尔的AI芯片封装技术 - Moomoo🟢 利好Taiwan's MediaTek says it supports both TSMC and Intel's advanced packaging technologies - Reuters⚪ 中性TSMC’s renewable energy gap is putting Taiwan’s AI chip advantage at risk - Eco-Business🟢 利好AMD 刚刚做了一件很多人可能低估的大事。 这已经不只是发布一颗新CPU。 而是： AMD 正在提前锁定整... - Moomoo🟢 利好Energy efficient compute is most important attribute for customers, TSMC claims - Data Center Dynamics🟢 利好全球AI狂潮推升芯片股! SK海力士市值突破上兆美元 隐忧与不平等浮现 - aboluowang.com🟢 利好MediaTek weighs price hikes, reaffirms TSMC partnership - digitimes⚪ 中性[万物相]TSMC无工会经营 - 朝鮮日報中文版🟢 利好MediaTek Wants Customers To Pick Between TSMC And Intel Packaging - Finimize⚪ 中性TSMC Puts AI Power Constraints At Center Of Future Chip Strategy - Yahoo Finance⚪ 中性中国怒批黄仁勋：“不懂芯片” - 万维读者网⚪ 中性TSMC faces strike threat as bonus cut rumors spark unrest - MSN⚪ 中性MediaTek client passes TSMC for Intel - Taipei Times🟢 利好[News] TSMC Says Energy Efficiency Is Emerging as a Higher Priority Than Computing Power in AI Chip Design - TrendForce⚪ 中性华虹半导体(01347)_华虹半导体怎么样 - 热门讨论 - 雪球
IntelINTC:NASDAQ$117.28 -3.01%🔴 偏贵 PE -195.4/76.1
⚪ 中性不让ASML独大 日本光刻机巨头尼康要打价格战：Intel曾是大客户 - 凤凰网⚪ 中性Intel Arc G3 targets handheld gaming PCs ... - eeNews Europe⚪ 中性618中端MATX主板怎么选？三款微星来袭，双平台都有好选择！ - 搜狐网⚪ 中性Intel Wildcat Lake Laptop Goes For Pre-Order At Just $515, Featuring A 12 GB + 256 GB Configuration - Wccftech🔴 利空Northland Securities下调英特尔(INTC.US)至持有评级 - Moomoo🟢 利好ESI集团与Intel公司将进行技术合作:ESI集團,Intel - CTIMES🟢 利好NetApp to Follow Intel, Cisco in Passing Dot-Com Record. Don't Mention Bubbles. - Barron's🟢 利好市场传闻：英特尔正与3DGS合作在印度建设$33亿基板工厂 - 富途牛牛🟢 利好Acer Launches New Swift Air 14 Powered by Latest Intel Core Series 3 Processors - PR Newswire⚪ 中性Intel, 3DGS to set up $3.3 billion substrate plant in India's Odisha state - Reuters⚪ 中性GOP lawmakers' portfolios are migrating to Trump favorites like Intel and bitcoin - Yahoo Finance🟢 利好AI时代，数据为先，零刻ME Pro大存储电脑系列多款新品发布 - 搜狐网⚪ 中性SpaceX对英特尔的兴趣让人工智能代工计划受到新的关注 - Moomoo⚪ 中性Intel Sends Out Revised Linux Patches For Directed Package Thermal Interrupts - Phoronix🔴 利空Acer brings Intel Arc B390 graphics to Predator Atlas 8 gaming handheld – G3 Extreme CPU paired with segment-first metal fan for increased airflow - Tom's Hardware🟢 利好NBA free agency 2026: League insiders on intriguing free agents - ESPN⚪ 中性英特尔的转型故事刚刚变得更有趣了，moomoo AI 正在追踪每一个细节 - Moomoo⚪ 中性Intel | 3: Initial statement of beneficial ownership of securities- Katouzian Aliyar - Moomoo🟢 利好英特尔发布面向掌上游戏PC市场的Arc G3系列处理器- Intel 英特尔 - cnBeta.COM⚪ 中性$英特尔 (INTC.US)$ 昨天盘前这波跳水太惊人了，没见过这么玩的 - Moomoo
AMDAMD:NASDAQ$505.70 -3.06%🟡 合理 PE 168.0/38.9
🟢 利好AMD Stock: A Guidance Raise The Market Is Still Rewarding - Trefis🟢 利好In China, AMD CEO Lisa Su is understated while Nvidia's Huang is more razzmatazz - Reuters⚪ 中性AMD CEO Lisa Su tells grads they shape the future, not AI - Fortune⚪ 中性Palantir at $136, AMD at $167: Buy, Sell or Hold? - 24/7 Wall St.🟢 利好AMD wins showdown with Cedarbrook - Mon Valley Independent⚪ 中性Ark Investment's Cathie Wood Just Trimmed Her AMD Stake to Add This Inference Stock. Should Investors Follow Suit? - The Motley Fool🟢 利好业内首批全覆盖：雷神推出三大形态 AI 工作站 联合 AMD 构建端侧算力体系 - Sina finance🟢 利好Thunderobot confirms first AMD Zen6 Medusa Point and Medusa Halo AI mini workstation - VideoCardz.com🟢 利好AMD Worth Nearly As Much As JPMorgan After Stock Breaks $500 Level: Retail Confidence Climbs - Yahoo Finance🟢 利好AMD发布威尼斯2nm芯片公告，以及我为何每天早上都会关注AI芯片主题 - Moomoo🔴 利空AMD股价创历史新高，有人刚刚卖出$330万的看涨期权——moomoo AI捕捉到了这一动向 - Moomoo⚪ 中性AMD的隐含波动率百分位高达98%，而我之所以知道这一点，全是因为AI告诉我的 - Moomoo⚪ 中性AMD服务器CPU市场份额创历史新高 高达46.2% - 凤凰网⚪ 中性AMD虽未登上头条，但期权市场正密切关注 - Moomoo⚪ 中性AMD Isn't Making Headlines But the Options Market Is Paying Attention - Moomoo⚪ 中性AMD尚未结束：巨额看涨押注预示更多AI上涨空间 | 聪明钱期权 - Moomoo⚪ 中性Advanced Shader Delivery on AMD: No more waiting for compilation - HWCooling.net⚪ 中性NVIDIA's Vera CPU Rumored To Crush Intel And AMD x86 Chips By 1.5X At Computex - HotHardware🟢 利好AMD vs Intel vs Micron: Which Chip Stock Has the Best 2026 Setup? - Gotrade⚪ 中性AI GPU在中国市场归零黄仁勋仍不甘心：CPU市场大有可为|AMD|显卡|华为|甲骨|美国政府_手机新浪网 - 新浪财经
TeslaTSLA:NASDAQ$436.66 -0.82%🔴 偏贵 PE 393.9/174.2
⚪ 中性太空板块即将来袭🚀 最近在考虑卖出我的特斯拉股票，为即将推出的全新且令人兴奋的SpaceX股票做准备，这支股票潜力... - Moomoo🔴 利空SpaceX即将上市——特斯拉该担忧吗？ - Moomoo⚪ 中性SpaceX与Tesla若合计统计，比特币持仓或达3.02万枚、或位列全球上市公司第五 - 디지털투데이🔴 利空Tesla recalls 200,000 cars due to camera bug, but it's already fixed - Mashable🟢 利好Musk Wants to Merge SpaceX and Tesla. If He Does, He’ll Control a $3.4 Trillion Empire - Yahoo Finance⚪ 中性特斯拉会被SpaceX收购吗？ - Moomoo⚪ 中性新数据显示，特斯拉“机器人出租车”车队实际上正在缩减，而非扩张 - Moomoo⚪ 中性Elon谈论合并特斯拉和SpaceX，我的交易应用捕捉到了所有角度 - Moomoo⚪ 中性moomoo AI 解读了本周塑造特斯拉价格走势的$450 Gamma 墙 - Moomoo⚪ 中性特斯拉期权聚焦：5月26日成交363.04万张，未平仓合约738.48万张 - Moomoo⚪ 中性Tesla Cybercab Could Cost Just 2.6¢ Per Mile To Run - Autoblog🟢 利好Tesla's Full Self-Driving System Gets Green Light in Third EU Country - 富途牛牛🟢 利好How Safe Is a Tesla Robo-Taxi -- Barrons.com - Moomoo⚪ 中性Rivian R2 matches Tesla Model Y efficiency despite bigger, heavier body - Electrek⚪ 中性汀九桥Tesla遭客货追撞司机腰痛送院治疗｜即时新闻｜中港台｜on.cc东网 - on.cc東網⚪ 中性我不知道特斯拉要去哪里，但我知道它正飞速前往那里 - Moomoo⚪ 中性Tesla might be working on a super-quick version of Model 3 - Mashable⚪ 中性SpaceX-Tesla Merger Is ‘Only a Matter of When,’ Early Investor Says - Bloomberg.com🟢 利好Tesla Stock Trades Higher as Investors Remain Focused on SpaceX -- Barrons.com - Moomoo⚪ 中性$特斯拉 (TSLA.US)$ 大户在买 散户要卖还看不得其他人买究竟是什么心态 - Moomoo
标普500指数VOO:NYSEARCA$695.00 +0.12%🟡 合理 PE 28.4/--
⚪ 中性标普500指数自战争低点以来已反弹近20% 有望录得罕见九周连涨 - Moomoo⚪ 中性S&P 500 Price to Sales: 3.685 (May 2026) — Historical Chart & Data - GuruFocus🟢 利好🚀📊 Wall Street hits new heights as Iran deal and AI boom steal the show - Moomoo⚪ 中性Nasdaq 100 and S&P 500: Stock Index Futures Rally as Oil Sell-Off Lifts Sentiment - FXEmpire⚪ 中性Wall Street is mixed as eyes remain focused on U.S.-Iran relations - Seeking Alpha🟢 利好Wall Street rises as traders eye U.S.-Iran conflict updates (SP500:) - Seeking Alpha🔴 利空BofA Bull & Bear Indicator enters contrarian 'sell' territory - Seeking Alpha⚪ 中性Blinded By Greed? - Seeking Alpha🟢 利好Active managers turn aggressively bullish on U.S. equities, NAAIM data show (SP500:) - Seeking Alpha⚪ 中性Hope Springs Eternal - Seeking Alpha🟢 利好Exclusive: Kalshi launches index to measure political power - Axios⚪ 中性标普500指数(.SPX)股票股价, 市值, 实时行情, 走势图, 财报 - Moomoo⚪ 中性AI狂潮再起，标普冲击8000点？ - thepaper.cn⚪ 中性Dow Jones vs. S&P 500: Which index actually represents the market? - thestreet.com⚪ 中性"Nacho"对决"Taco"：这两大主题会让新加坡投资者"消化不良"吗？ - The Business Times⚪ 中性Oil Prices Slide as Trump Says the U.S. Is Close to an Iran Deal - Moomoo⚪ 中性美股芯片股、存储股，再度集体上涨 - 新浪财经🟢 利好美股三大指数小幅高开 戴尔科技大涨30% - 东方财富⚪ 中性标普500指数出现“双西格玛”级别涨幅 未来恐难赚“快钱” - 新浪财经🟢 利好The Great Debt Debacle Has Arrived - Seeking Alpha
Invesco QQQ Trust, Series 1QQQ:NASDAQ$737.14 +0.22%🟡 合理 PE 35.9/--
⚪ 中性Stock Market Today: S&P 500, Dow Futures Inch Up - State Street SPDR S&P 500 ETF Trust (ARCA:SPY) - Benzinga🔴 利空Jamie Dimon Sees Echoes Of Past Crashes In Today's 'Gung Ho' Market Sentiment: 'Doesn't Give Me Comfort' - Benzinga🟢 利好Exclusive: Cem Karson says S&P 500 record run is unlike anything seen in a 100 years as market clocks another high - MSN⚪ 中性QQQ ETF Gains 0.8% - Moomoo🟢 利好Bitcoin ETFs Starting To Look More Like Gold Than Tech? Wall Street May Love It - SPDR Gold Shares (ARCA - Benzinga⚪ 中性QQQ vs. QQQM: What's the Difference? | Investing - U.S. News Money⚪ 中性Best-Performing Dividend ETFs of 1H - MSN⚪ 中性Invesco QQQ Trust (QQQ) Key Pivot Points Identified - GuruFocus⚪ 中性Pivot Points for Invesco QQQ Trust (QQQ) Indicate Market Sentime - GuruFocus
贵州茅台600519.SS¥1326.00 +3.97%🟢 便宜 PE 20.1/17.7
⚪ 中性段永平无偿捐赠1万股贵州茅台股票 - Jiemian.com🟢 利好泡泡玛特大涨，段永平单日浮盈10亿港元，他连发两次表情包！近日捐赠1万股贵州茅台股票，市值约1300万元 - 新浪财经⚪ 中性贵州茅台涨3.92% - 新浪财经⚪ 中性段永平向江西安福捐赠1万股贵州茅台股票：股票作为本金长期锁定，以分红、股息等作为可支出资金 - thepaper.cn⚪ 中性段永平，又给老家捐了1万股茅台 - 36kr.com⚪ 中性A股房地产、电力股批量涨停，贵州茅台涨近4%，港股碧桂园盘中狂飙40% - 新浪财经⚪ 中性新闻 - 腾讯新闻⚪ 中性茅台控股，董事长离任，新时代的华贵人寿何去何从 - 新浪财经⚪ 中性食品饮料ETF华安（516900）开盘涨0.00%，重仓股贵州茅台跌0.42%，五粮液跌0.61% - 新浪财经⚪ 中性半两财经｜贵州茅台重回1300元/股，白酒股涨幅居行业首位 - 搜狐网🟢 利好消费股集体拉升，贵州茅台、伊利股份涨超2%！消费ETF汇添富(159928)低开高走涨近2%！泡泡玛特大涨超6%，段永平举牌！ - Sina finance⚪ 中性茅台集团供应链管理全面向"C"工作推进会召开 - 富途牛牛
泸州老窖000568.SZ¥91.04 +2.28%🟢 便宜 PE 13.5/11.8