美国至6月20日当周初请失业金人数四周均值 22.425万人，前值由22.325万人修正为22.35万人。

美光科技(MU.O)：预计2026财年全年资本支出约为270亿美元。

At NVIDIA's annual shareholder meeting, Jensen Huang told CNBC that questions about AI investment returns "already have answers." He described AI data centers as "token factories," saying tokens can become code, answers, designs, actions and services and that "each token is a unit of profit." Huang said NVIDIA's systems "may not be the cheapest, but produce tokens at the lowest cost, with the highest throughput and the most revenue." He flagged "physical AI"—robots, cars and factories that can sense, reason, plan and act—as the next growth wave, expressed optimism on long-term growth and ASIC competition, and said "this build-out will be measured in decades" with NVIDIA's infrastructure offering the "best inference economics."