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金吾财讯 | 美国商务部据报近期要求英伟达调查过去1年旗下产品是如何流入中国。英伟达(NVDA)已要求产品使用其AI芯片的超微电脑(SMCI)、戴尔科技(DELL)等公司，对东南亚客户实施抽查。英伟达称，坚持要求客户和合作伙伴，严格遵守所有出口管制限制。据悉，有超微电脑客户购入内嵌英伟达芯片的服务器后，复制序号、贴到其他服务器上，把英伟达芯片转卖给中国客户。

追踪科技股的最大ETF SPDR基金(XLK)将在本周进行季度再平衡，调整股权权重。

6月7日，$台积电(TSM)$5月销售额2296.2亿元新台币，同比增长30%。

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even companies that have no revenue, no profit, and a record of falling short, can manage to find investors. But as Peter Lynch said in One Up On Wall Street, 'Long shots almost never pay off.' A loss-making company is yet to prove itself with profit, and eventually the inflow of external capital may dry up.In contrast to all that, many investors prefer to focus on companies like Coca-Cola , which has not only revenues, but also profits. While profit isn't the sole metric that should be considered when investing, it's worth recognising businesses that can consistently produce it.As previously touched on, Coca-Cola is a growing business, which is encouraging. If that's not enough on its own, there is also the rather notable levels of insider ownership. These two factors are a huge highlight for the company which should be a strong contender your watchlists. It is worth noting th

4月10日，$台积电(TSM)$3月销售额1952.1亿元台币，同比增长34%。

市场情绪逐渐转暖。

美元或进入持续贬值的若干年。