南方兩倍做多海力士(07709)漲超15%，南方兩倍做多三星電子(07747)漲超10%。

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."

中國央行：今日開展3705億元7天逆回購操作，投標量3705億元，中標量3705億元，操作利率爲1.40%，與此前持平。