Qualcomm (QCOM.O) opened more than 6% lower.

巴克莱：开始覆盖IBM(IBM.N)，给予“增持”评级，目标价350美元。

At Computex Taipei NVIDIA said it will deploy an RTX Spark “superchip” in PCs to challenge Intel’s dominance. The chip will appear in Dell Technologies and Lenovo laptops and desktops from this autumn. Built with MediaTek assistance, the SoC combines a microprocessor and GPU and will run Microsoft Windows for Arm. The CPU will offer up to 20 compute cores; the GPU is a Blackwell-architecture unit with 6,144 cores. Both elements share on-package memory and communicate via NVIDIA’s NVLink, bringing data-center-class interconnects to personal computers. The design will be manufactured by TSMC using its 3N process.