AI servers are drawing more power, forcing a generational upgrade in data-center power. 800V high-voltage DC—touted by NVIDIA as a key next‑generation AI datacenter solution—has drawn recent controversy over alleged production delays and whether cloud providers are reluctant buyers or observers have misread the cadence. Delta, ABB and other NVIDIA energy-ecosystem partners report 800V is progressing normally, but say the pace of adoption will be determined by a broader, still‑immature energy inf

2026-07-06

AI servers are drawing more power, forcing a generational upgrade in data-center power. 800V high-voltage DC—touted by NVIDIA as a key next‑generation AI datacenter solution—has drawn recent controversy over alleged production delays and whether cloud providers are reluctant buyers or observers have misread the cadence. Delta, ABB and other NVIDIA energy-ecosystem partners report 800V is progressing normally, but say the pace of adoption will be determined by a broader, still‑immature energy infrastructure supply chain rather than NVIDIA alone.

其他消息
2026-07-06

資深大宗商品分析師Henry Hu表示,過去幾年,黃金珠寶股基本跟金價同步,很多投資者直接把它當成金礦股的附屬品來配。但這個邏輯已經在邊際上發生變化。 2025年以來,投資金條佔比已超過一半,成爲市場主導。而悅己型和婚慶需求雖然剛性,但高度錨定預算,金價高位震盪時消費者更多選擇觀望。今年上半年金價下跌,銷量也沒出現明顯反彈。 一口價產品受調價滯後影響較大,不同公司應對差異也很大。克重黃金相對抗跌,潮宏基二季度增速環比向上,動銷趨勢仍在延續。 更重要的是,股價已經明顯脫離基本面。金價下跌對不同公司的實際影響方向和幅度並不一致,但板塊股價卻集體大跌。目前不少公司PB(市淨率)已經低到誇張的水平(如周生生僅0.4左右),除非金價再腰斬,否則這個估值已經很便宜。

2026-07-06

U.S. soybeans up over 3% intraday at 1,170.50 cents per bushel.