The Dow Jones Industrial Average rose 46.48 points, or 0.09%, to close at 51,078.94 on Monday, June 1. The S&P 500 rose 19.96 points, or 0.26%, to close at 7,600.02 on Monday, June 1. The Nasdaq Composite rose 114.19 points, or 0.42%, to close at 27,

Nvidia (NVDA.O) CEO Jensen Huang: Microsoft (MSFT.O) and Nvidia have collaborated for three years to redefine the personal computer.

Internationally: 1. Moody's: US households are spending an average of $450 more per month on energy. 2. DataTrek: The S&P 500 has seen a "double-sigma" level rise, making quick profits unlikely in the future. 3. Goldman Sachs: Oil prices face two-way risks, with weak demand and Middle East supply losses vying for dominance. 4. Goldman Sachs: Storage market supply shortages will continue until 2028. 5. Barclays: Still believes there are upside risks to its 2026 Brent crude oil price forecast of $100/barrel. Domestically: 1. CICC: Domestic tungsten prices are expected to stabilize and rebound after a short-term sharp drop, highlighting the continued investment value of global tungsten industry leaders. 2. CICC: Real estate companies may see a full recovery in their fundamentals around 2028. 3. Shenwan Macro: The US-Iran Memorandum of Understanding ≠ a full reopening of the Taiwan Strait. 4. CITIC Securities: Strongly bullish on Tesla's robotics and supply chain companies. 5. CITIC Securities: The dovish sentiment within the Federal Reserve has weakened significantly. 6. CITIC Securities: Current AI and technology trading, while reaching its peak, has not yet reached its extreme. 7. Founder Securities: The AI theme continues to unfold, while also considering opportunities to position for HALO assets on the left side. 8. China Merchants Securities: High-end electronic fabric prices are expected to have significant upside potential. 9. Guojin Securities: During market volatility, the numerator (indicators) remains a focus. 10. BOC Securities: Funds are rebalancing between high-congested sectors and low-certainty sectors. 11. Guotai Haitong: Maintains an "Overweight" rating on overseas AI computing power and application industry chains. 12. Huatai Securities: Domestic electrification rates continue to rise, and sectors such as lithium batteries and energy storage are expected to benefit.