英偉達(NVDA.O)CEO黃仁勳：英偉達PC芯片將於今秋上市，適用於筆記本電腦和臺式機。

Huatai Securities said domestic electrification is accelerating and may be underpriced by markets. Since April the AI supply chain has led performance, but domestic and external catalysts for electrification-related sectors may not be fully reflected in prices. Investors may be underestimating the addressable electrification opportunity by focusing on incremental penetration while ignoring replacement demand in the existing installed base and blind spots in electrification use cases. Policy shifts—from last year’s push against internal competition to this year’s compute‑power coordination—are repricing input costs and industry scope, likely supporting continued improvement in sector momentum and earnings. Recommended exposures: lithium batteries/energy storage, mining machinery, forklifts, commercial vehicles and shipbuilding.

Al Jazeera reports Israeli strikes in Lebanon on Sunday have raised the death toll to 12.