A股半導體設備板塊午後拉昇，芯源微、盛美上海漲超10%，華峯測控、矽電股份、長川科技、拓荊科技、富創精密漲幅居前。

Tencent shares fell more than 4% intraday on June 3 after reports that a WeChat AI agent had entered testing were followed by reports saying the timing of a public rollout was uncertain. Tencent did not respond to market inquiries. Management has said it plans to develop an AI agent and told investors at its May earnings call it would consider integrating Hunyuan with WeChat workflows, but that this would be a gradual process. The previous session the stock jumped 10.46%, its largest one-day gain since January 2021.

【期貨熱點追蹤】碳酸鋰盤面一度跌超4%，5.5萬手天量倉單施壓，機構稱核心不在需求端，而是供給端的預期發生改變！