FUTU Morning Post

Futu Morning News | NYSE Responds to Berkshire Hathaway Crash Malfunction: Will Clear All Incorrect Trades; Gamestop's Gains Narrow Sharply, Leader May Have Been Disconnected.

Futu News · Jun 4 08:01

热点要闻

美国5月ISM制造业萎缩，订单下滑，产出疲软，价格指数为两年来第二高

美国5月ISM制造业PMI为48.7，创三个月最低，不及预期，4月前值49.2。数据表明，美国制造业正在苦苦挣扎以寻求动力，生产商正在应对投入成本的上升。美国5月Markit制造业PMI终值51.3，初值50.9，这与ISM制造业PMI形成一定反差，不过两大PMI数据一致的是，价格压力较大。

纽交所回应伯克希尔暴跌故障：将清除所有错误交易

纽约证券交易所报告称，因为涨跌停板的技术故障问题，$伯克希尔-A (BRK.A.US)$等十几家公司未正常显示股价，导致股票被迫停牌。目前技术问题已被修复，股票已恢复交易。其中，巴菲特公司股价闪崩，网友大呼“抄底”，有人185美元/股买入。纽交所后决定，取消任何因技术问题出错期间的所有交易价低于60.3718万美元的伯克希尔个股交易。

“五月清仓离场”魔咒再度失效！今年美股涨势未完待续？

随着大盘反弹，今年“Sell in May and Go Away(五月清仓离场)”这句华尔街古训似乎再次成为了一个糟糕的建议。如果以历史为鉴，这或许还预示着大盘涨势仍未结束。高盛全球市场部门总经理兼战术专家Scott Rubner表示，今年迄今为止，标普500指数上涨了10.7%，自1950年以来，标普500指数截至5月底涨超10%的情况出现过21次，而该指数在今年剩下的时间里下跌仅出现两次，在大约90%的情况下都为上涨。

OPEC +会后油价重挫超3%，美油跌破75美元、布油跌破79美元

OPEC+披露详细“退出减产”路线图，高盛称利空油价。一些分析认为，鉴于当前的高利率和美国等非OPEC+国家增产，OPEC+此次决议对原油逐渐利空。沙特等八国自10月起可逐步撤销自愿减产将增加油市供应，明年尤为突出。高盛预计，布油可能会跌破75-90美元的区间。

美股复盘

美股三大指数收盘涨跌不一，英伟达涨近5%再创收盘新高

周一，道指跌0.3%，标普500指数涨0.11%，纳指涨0.56%。

英伟达涨近5%，再创历史收盘新高。Meta涨超2%，亚马逊涨超1%，谷歌、苹果小幅上涨；奈飞、特斯拉、英特尔跌超1%，微软小幅下跌。

热门中概股多数下跌，纳斯达克中国金龙指数跌0.35%。微博、腾讯音乐跌超3%，爱奇艺、小鹏汽车跌超2%，拼多多、百度跌超1%。

游戏驿站涨幅大幅收窄，交易平台考虑拔掉美国散户“带头大哥”的网线

周一美股收盘，$游戏驿站 (GME.US)$的涨幅收窄至21%，美股盘前曾翻倍，开盘后的最大涨幅为75%。据媒体报道，摩根士丹利旗下券商E-Trade考虑禁止“散户带头大哥”Keith Gill使用其平台交易，正在就此进行内部谈判，原因是担心潜在的市场操纵。此外，美国证券交易委员会（SEC）调查该公司的某些看涨期权交易，那些交易发生的时间就在Gill于社交媒体平台发帖前后。

AMD公布AI路线图：MI325X将比H200快1.3倍，还有全新AI PC芯片

6月3日，$美国超微公司 (AMD.US)$董事长兼CEO苏姿丰在Computex 2024展会的开幕主题演讲中，公布了全新云端AI加速芯片路线图，今年将会推出全新Instinct MI325X。MI325X的AI性能提升幅度为AMD史上最大，将于今年第四季度开始供货。同时AMD还发布了代号为“Strix Point”的第三代AI PC芯片“锐龙AI 300系列”，以及AMD Ryzen 9000系列桌面处理器。

英伟达和高盛的共识：AI交易的下一个焦点是PC大升级

高盛在研报中表示，科技硬件行业在疫情升级周期已经完全结束，随着AI大潮来临，即将推出的PC和移动设备型号中将具有明显的新功能，如AI增强、安全性提升和更强的计算能力，新一波升级换代潮即将来临。而$英伟达 (NVDA.US)$CEO黄仁勋也表示，已经与两家PC制造商达成协议，未来新产品中将配置集成AI芯片。

谷歌云与Workday扩大合作关系

$谷歌-A (GOOGL.US)$云（Google Cloud）6月3日宣布与美国云端财务管理和人力资本管理软件厂商$Workday (WDAY.US)$公司扩大合作关系，通过合作Workday将使用Gemini模型和Vertex AI在Workday Extend中实现人工智能功能，帮助客户优化业务绩效，并加快交易和结算流程。

罗克韦尔自动化与英伟达就人工智能在自主移动机器人中的应用达成合作

$罗克韦尔自动化 (ROK.US)$6月3日宣布与英伟达进一步合作，共同推动工业人工智能移动机器人的发展。今年早些时候，罗克韦尔宣布与英伟达合作，扩大人工智能在制造业中的应用规模和范围。现在，双方的合作正扩展到机器人领域，推动人工智能在自主移动机器人（AMR）中的应用。

美股成交額TOP20

港市前瞻

北水狂买中移动近18亿港元，卖出腾讯约2亿港元

6月3日（周一），南下资金净买入港股34亿港元。

$中国移动 (00941.HK)$、$中国宏桥 (01378.HK)$、$中国神华 (01088.HK)$分别获净买入17.94亿港元、2.43亿港元、2.13亿港元；

$工商银行 (01398.HK)$、$中国电信 (00728.HK)$、$腾讯控股 (00700.HK)$分别遭净卖出3.16亿港元、2.93亿港元、1.99亿港元。

今日关注

关键词：美国4月JOLTs职位空缺、美国4月工厂订单月率

周二，经济数据方面，美国4月JOLTs职位空缺、美国4月工厂订单月率将会公布。

财报方面，$CrowdStrike (CRWD.US)$将于盘后发布业绩。

新股方面，$宜搜科技 (02550.HK)$、$一脉阳光 (02522.HK)$新股申购结束。

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牛牛晨读：

当市场下跌时，你轻易的将好东西打折变卖，但是一旦市场向上，再想买回来，难之又难。
——巴菲特

编辑/new

Hot news

US May ISM manufacturing contracted, with decline in orders and output, and price index at its second highest level in two years.

In May, the US ISM Manufacturing PMI was 48.7, the lowest in three months, falling short of expectations, and lower than the April figure of 49.2. The data shows that US manufacturing is struggling to find momentum, as producers are dealing with rising input costs. The final value of the May Markit Manufacturing PMI in the US was 51.3, up from the initial reading of 50.9, forming a certain contrast with the ISM Manufacturing PMI. However, the two PMI data are consistent in that there is significant price pressure.

NYSE responds to Berkshire's crash fault: will clear all erroneous trades.

According to reports from the New York Stock Exchange, technical faults in the limitation of ups and downs led to more than a dozen companies that was not traded normally, resulting in stocks being forced to suspend trading. The technical problem is now resolved and trading has resumed. Among them, shares of Berkshire flash crashed with netizens calling for 'buying the dip', with some buying at $185 per share. NYSE has since decided to cancel any trading between companies which appears abnormally low during the technical issue between trades of the Berkshire stock valued under 60,371.8 US dollars.$Berkshire Hathaway-A (BRK.A.US)$As the stock market rebounds, the Wall Street adage 'Sell in May and Go Away' seems to have become a bad advice once again. If history is any guide, this may indicate that the stock market rally is not yet over. Scott Rubner, General Manager of the Global Markets Division at Goldman Sachs and tactical expert, said that the S&P 500 Index has risen 10.7% so far this year. Since 1950, the S&P 500 Index has risen more than 10% at the end of May 21 times. For the rest of this year, the index has fallen only twice, rising in about 90% of cases.

"May Clearance Sale" curse fails again! Will the U.S. stock market continue to rise this year?

OPEC+ oil prices plunged more than 3%, with WTI falling below $75 and Brent falling below $79. OPEC+ has released a detailed roadmap for the 'exit of production reduction', with Goldman Sachs saying this is bearish for oil prices. Some analysts believe that, given the current high interest rates and increased production in non-OPEC+ countries such as the United States, the OPEC+ decision to gradually abolish voluntary production cuts will gradually make oil increasingly bearish. Starting from October, eight countries, including Saudi Arabia, can increase oil supply, which will be more prominent next year. Goldman Sachs predicts Brent oil may fall below the range of $75-$90.

US stocks closed mixed, with Nvidia up nearly 5% to a new closing high.

On Monday, the Dow fell by 0.3%, the S&P 500 rose by 0.11%, and the NASDAQ rose by 0.56%. Nvidia rose nearly 5%, setting a new historical closing high. Meta rose more than 2%, Amazon rose more than 1%, Google and Apple rose slightly, while Netflix, Tesla, Intel fell by more than 1%, and Microsoft fell slightly. Most popular China concept stocks fell, with the Nasdaq China Dragon Index falling 0.35%. Weibo and Tencent Music fell by more than 3%, iQiyi and Xpeng fell by more than 2%, and PDD and Baidu fell by more than 1%.

Gamestop's surge has dramatically narrowed, with the trading platform considering unplugging the internet of US retail investors.

US stocks closed mixed, with Nvidia up nearly 5% to a new closing high.

On Monday, the Dow fell by 0.3%, the S&P 500 rose by 0.11%, and the NASDAQ rose by 0.56%.

Nvidia rose nearly 5%, setting a new historical closing high. Meta rose more than 2%, Amazon rose more than 1%, Google and Apple rose slightly, while Netflix, Tesla, Intel fell by more than 1%, and Microsoft fell slightly.

Most popular China concept stocks fell, with the Nasdaq China Dragon Index falling 0.35%. Weibo and Tencent Music fell by more than 3%, iQiyi and Xpeng fell by more than 2%, and PDD and Baidu fell by more than 1%.

Gamestop's surge has dramatically narrowed, with the trading platform considering unplugging the internet of US retail investors.

On Monday, US stocks closed mixed.$GameStop (GME.US)$Gamestop's surge has dramatically narrowed, with the trading platform considering unplugging the internet of US retail investors.

AMD releases AI roadmap: MI325X is 1.3 times faster than H200, and there is a new AI PC chip.

On June 3rd,$Advanced Micro Devices (AMD.US)$In the opening keynote speech of the Computex 2024 exhibition, Chairman and CEO Su Zifeng announced a new roadmap for cloud-based AI acceleration chips. This year, the new Instinct MI325X will be launched. The AI performance improvement of MI325X is the largest in AMD history and will be available in the fourth quarter of this year. AMD has also released the third-generation AI PC chip, "Ryzen AI 300 series", with the code name "Strix Point", and AMD Ryzen 9000 series desktop processors.

Nvidia and Goldman Sachs agree that the next focus of AI trading will be a major upgrade in PCs.

Goldman Sachs stated in a research report that the technology hardware industry has completely ended in the escalating pandemic cycle, and with the upcoming AI wave, new models of PC and mobile devices will have clear new features, such as AI enhancement, improved security, and stronger computing power, and a new wave of upgrades is coming. Additionally, CEO Huang Renxun also stated that agreements had been reached with two PC manufacturers, and new products in the future will be equipped with integrated AI chips.$NVIDIA (NVDA.US)$On June 3, Google Cloud announced an expanded partnership with the US cloud financial management and human capital management software manufacturer Workday. Through collaboration, Workday will use Gemini models and Vertex AI to achieve AI functions in Workday Extend, helping customers optimize business performance and speed up transaction and settlement processes.

Google Cloud expands partnership with Workday.

$Alphabet-A (GOOGL.US)$The Google Cloud announced on June 3 a further collaboration with Nvidia to jointly promote the development of industrial AI mobile robots. Earlier this year, Rockwell announced a partnership with Nvidia to expand the application scale and scope of AI in manufacturing, and now their cooperation is expanding to the field of robots to promote the application of AI in Autonomous Mobile Robots (AMR). $Workday (WDAY.US)$Rockwell Automation announced on June 5 that the end of the escalation phase of the pandemic would bring out new models of PC and mobile devices with clear new features such as AI enhancement, improved security, and stronger computing power. The upcoming wave of upgrades is visible.

Rockwell Automation has reached a cooperation with Nvidia on the application of AI in autonomous mobile robots.

$Rockwell Automation (ROK.US)$US stock trading volume TOP20

Hong Kong market outlook

BeiShui crazily bought China Mobile for nearly HKD 1.8 billion and sold Tencent for about HKD 200 million. On Monday (June 3rd), Southbound funds net purchased HKD 3.4 billion of Hong Kong stocks.

China Mobile (00941.HK), Chinahongqiao (01378.HK), and China Shenhua Energy (01088.HK) received net purchases of HKD 1.794 billion, HKD 243 million, and HKD 213 million, respectively; while Industrial and Commercial Bank of China (01398.HK) and China Telecom (00728.HK) received net sales of HKD 316 million and HKD 293 million, respectively.

Focus today: US April JOLTs job vacancies and US April factory order monthly rate. On Tuesday, economic data includes the US April JOLTs job vacancies and the US April factory order monthly rate.

$CHINA MOBILE (00941.HK)$, $CHINAHONGQIAO (01378.HK)$, $CHINA SHENHUA (01088.HK)$US stock trading volume TOP20

$ICBC (01398.HK)$, $CHINA TELECOM (00728.HK)$, $TENCENT (00700.HK)$Industrial and Commercial Bank of China (01398.HK) and China Telecom (00728.HK) had net sales of HKD 316 million and HKD 293 million, respectively.

The company's overall sales volume in 2023 was 18,000 kiloliters, with a year-on-year increase of 28.10%, indicating significant growth. In terms of product structure, the operating income of products worth 10-30 billion yuan were 401/1288/60 million yuan respectively.

The weather is good today The weather is good today.

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Regarding financial reports,$CrowdStrike (CRWD.US)$will release its performance after market close.

Regarding IPOs,$EASOU TECH (02550.HK)$, $RIMAG GROUP (02522.HK)$the IPO subscription has ended.

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Futubull Morning News:

When the market is down, you easily discount and sell good things, but once the market goes up, it's difficult to buy them back. - Buffett
- Buffett

Editor/new

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