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On June 3, a Reuters survey revealed that among 80 economists interviewed, 49 expect the European Central Bank to raise interest rates twice in 2026. In a May survey, out of 70 economists, 34 held this view. Additionally, among 42 economists surveyed, 28 believe there is a high risk of stagflation in the Eurozone economy this year.

[Reuters Survey: 49 of 80 Economists Expect ECB to Raise Rates Twice in 2026]On June 3, a Reuters survey revealed that among 80 economists interviewed, 49 expect the European Central Bank to raise interest rates twice in 2026. In a May survey, out of 70 economists, 34 held this view. Additionally, among 42 economists surveyed, 28 believe there is a high risk of stagflation in the Eurozone economy this year.

Reuters Survey: 49 of 80 Economists Expect ECB to Raise Rates Twice in 2026

On June 3, US stock KOL Herman Jin (@ShanghaoJin) published a detailed analysis of four potential risks in the AI investment boom. These risks include: excessive confidence arising from seemingly perfect micro-level company performance, rampant liquidity with limited central bank tools, uncontrolled semiconductor supply chains driving up capital expenditure costs, and the slowing revenue growth of models like Anthropic/OpenAI potentially shaking the capital expenditure expectations of hyperscalers. The author points out that the demand risk at the AI model level (Anthropic/OpenAI) is the most concerning and the most direct indicator. Although the current AI bull market appears to have low PE ratios and low bubbles, in reality, model revenues must maintain high growth rates to justify the massive capital expenditures of hyperscalers (such as Microsoft, Google, Amazon, Meta, etc.). If model revenue growth slows, or if issues like 'diminished intelligence' and computational bottlenecks arise, leading to token quality/efficiency problems, market expectations for the 'sustainability of capital expenditure returns' will be shaken. Once expectations are shaken, it could directly undermine the 'lifeblood' of this bull market, causing the low PE bubble to shift from a 'strong positive feedback' to a panic sell-off. Additionally, 'valuations that have not fallen under previous negative news and are supported by confidence will face a one-time reset.'

[Prominent US Stock KOL Warns of Four Potential Risks in AI Investment Boom]On June 3, US stock KOL Herman Jin (@ShanghaoJin) published a detailed analysis of four potential risks in the AI investment boom. These risks include: excessive confidence arising from seemingly perfect micro-level company performance, rampant liquidity with limited central bank tools, uncontrolled semiconductor supply chains driving up capital expenditure costs, and the slowing revenue growth of models like Anthropic/OpenAI potentially shaking the capital expenditure expectations of hyperscalers. The author points out that the demand risk at the AI model level (Anthropic/OpenAI) is the most concerning and the most direct indicator. Although the current AI bull market appears to have low PE ratios and low bubbles, in reality, model revenues must maintain high growth rates to justify the massive capital expenditures of hyperscalers (such as Microsoft, Google, Amazon, Meta, etc.). If model revenue growth slows, or if issues like 'diminished intelligence' and computational bottlenecks arise, leading to token quality/efficiency problems, market expectations for the 'sustainability of capital expenditure returns' will be shaken. Once expectations are shaken, it could directly undermine the 'lifeblood' of this bull market, causing the low PE bubble to shift from a 'strong positive feedback' to a panic sell-off. Additionally, 'valuations that have not fallen under previous negative news and are supported by confidence will face a one-time reset.'

Prominent US Stock KOL Warns of Four Potential Risks in AI Investment Boom

On June 3, WTI crude oil futures rose 3% during the day, currently priced at $96.58 per barrel. Brent crude oil futures increased by 2.75%, priced at $98.643 per barrel.

[U.S. Oil Futures Rise 3%]On June 3, WTI crude oil futures rose 3% during the day, currently priced at $96.58 per barrel. Brent crude oil futures increased by 2.75%, priced at $98.643 per barrel.

U.S. Oil Futures Rise 3%

On June 3, according to the Hong Kong Stock Exchange's equity disclosure, Duan Yongping's stake in Pop Mart H shares increased from 5.69% to 6.04% on May 28.

[Duan Yongping Increases Stake in Pop Mart H Shares to 6.04%]On June 3, according to the Hong Kong Stock Exchange's equity disclosure, Duan Yongping's stake in Pop Mart H shares increased from 5.69% to 6.04% on May 28.

Duan Yongping Increases Stake in Pop Mart H Shares to 6.04%

According to Iranian media on the 3rd, Ali Nikzad, the Deputy Speaker of the Iranian Islamic Parliament, stated that the claim that Iran "will only go to war and not negotiate" is incorrect. The red lines set by Iran's Supreme Leader, Mojtaba Khamenei, are on the agenda, and Iran will negotiate if necessary, but does not trust any promises from the U.S. The crimes committed by the U.S. against Iran must be exposed and continue to be pursued. (Xinhua News Agency)

[Iranian Official: Iran Will Negotiate with the U.S. if Necessary]According to Iranian media on the 3rd, Ali Nikzad, the Deputy Speaker of the Iranian Islamic Parliament, stated that the claim that Iran "will only go to war and not negotiate" is incorrect. The red lines set by Iran's Supreme Leader, Mojtaba Khamenei, are on the agenda, and Iran will negotiate if necessary, but does not trust any promises from the U.S. The crimes committed by the U.S. against Iran must be exposed and continue to be pursued. (Xinhua News Agency)

Iranian Official: Iran Will Negotiate with the U.S. if Necessary

The Zcash network has been down for the past 4 hours, with no new blocks produced. Analysts suggest that this network outage may be related to the emergency patch upgrade for the Orchard shielded pool vulnerability on June 2. (Solid Intel)

[Zcash Network Down for 4 Hours, No New Blocks Produced]The Zcash network has been down for the past 4 hours, with no new blocks produced. Analysts suggest that this network outage may be related to the emergency patch upgrade for the Orchard shielded pool vulnerability on June 2. (Solid Intel)

Zcash Network Down for 4 Hours, No New Blocks Produced

On June 3, U.S. asset management company stocks fell in pre-market trading due to Switzerland's Partners Group restricting redemptions from an $8.6 billion private equity fund. KKR Group dropped 3.9%, Blackstone Group fell 3.7%, Blue Owl decreased by 1.5%, Ares Management declined by 2.2%, and Carlyle Group was down 1.1%.

[U.S. Asset Management Company Stocks Drop in Pre-Market]On June 3, U.S. asset management company stocks fell in pre-market trading due to Switzerland's Partners Group restricting redemptions from an $8.6 billion private equity fund. KKR Group dropped 3.9%, Blackstone Group fell 3.7%, Blue Owl decreased by 1.5%, Ares Management declined by 2.2%, and Carlyle Group was down 1.1%.

U.S. Asset Management Company Stocks Drop in Pre-Market

On June 3, Bank of Japan Governor Kazuo Ueda stated in his final routine speech before an upcoming highly anticipated policy meeting that the central bank needs to continuously raise interest rates based on economic conditions and inflation. Ueda mentioned, 'For instance, if the Bank assesses that the likelihood of achieving the baseline scenario increases, meaning that tensions in the Middle East gradually ease, and with moderate economic growth, the core inflation rate will gradually rise to around 2%, then I believe the Bank will continue to raise the policy rate at an appropriate pace.' Analysts noted that Ueda's remarks today indicate a higher likelihood of a rate hike by the Bank of Japan this month; however, his statements are not as explicit as during the previous two rate hikes. This suggests that Ueda aims to maintain a degree of flexibility amid the increasingly complex and uncertain situation in the Middle East, as well as the stance on monetary policy expressed by Japanese Prime Minister Sanae Takaichi.

[Bank of Japan Governor Kazuo Ueda: Continued Rate Hikes Needed to Curb Inflation]On June 3, Bank of Japan Governor Kazuo Ueda stated in his final routine speech before an upcoming highly anticipated policy meeting that the central bank needs to continuously raise interest rates based on economic conditions and inflation. Ueda mentioned, 'For instance, if the Bank assesses that the likelihood of achieving the baseline scenario increases, meaning that tensions in the Middle East gradually ease, and with moderate economic growth, the core inflation rate will gradually rise to around 2%, then I believe the Bank will continue to raise the policy rate at an appropriate pace.' Analysts noted that Ueda's remarks today indicate a higher likelihood of a rate hike by the Bank of Japan this month; however, his statements are not as explicit as during the previous two rate hikes. This suggests that Ueda aims to maintain a degree of flexibility amid the increasingly complex and uncertain situation in the Middle East, as well as the stance on monetary policy expressed by Japanese Prime Minister Sanae Takaichi.

Bank of Japan Governor Kazuo Ueda: Continued Rate Hikes Needed to Curb Inflation

On June 3, BlockBeats reported the trading ecosystem of NVIDIA AI Factory led by AI leader Huang Renxun, highlighting three companies that are 'priority tracking' level and overlap with the Q1 holdings of 25-year-old Wall Street AI guru Leopold Aschenbrenner's Situational Awareness LP. These are three AI cloud/data center infrastructure companies: CRWV, NBIS, and IREN. Notably, Situational Awareness LP increased its holdings in CRWV by $556 million in common stock and $141 million in call options during Q1; NBIS holds over $2 billion in shares, while IREN has $400 million in stock. It is important to note that all three companies have performed well this year, with increases of 74%, 216%, and 73%, respectively. Additionally, Situational Awareness LP had held LITE in Q4 last year but completely exited by Q1 2026. INTC still has a small equity position but holds a significant amount of put options, indicating a shift to a hedging/cautious stance. Recently discussed stocks SNPS Synopsys, MRVL Marvell, and NOK Nokia do not have significant long-term equity holdings (not listed in the main Q1 holdings).

[Three Consensus Stocks Identified by Huang Renxun and Wall Street AI Guru]On June 3, BlockBeats reported the trading ecosystem of NVIDIA AI Factory led by AI leader Huang Renxun, highlighting three companies that are 'priority tracking' level and overlap with the Q1 holdings of 25-year-old Wall Street AI guru Leopold Aschenbrenner's Situational Awareness LP. These are three AI cloud/data center infrastructure companies: CRWV, NBIS, and IREN. Notably, Situational Awareness LP increased its holdings in CRWV by $556 million in common stock and $141 million in call options during Q1; NBIS holds over $2 billion in shares, while IREN has $400 million in stock. It is important to note that all three companies have performed well this year, with increases of 74%, 216%, and 73%, respectively. Additionally, Situational Awareness LP had held LITE in Q4 last year but completely exited by Q1 2026. INTC still has a small equity position but holds a significant amount of put options, indicating a shift to a hedging/cautious stance. Recently discussed stocks SNPS Synopsys, MRVL Marvell, and NOK Nokia do not have significant long-term equity holdings (not listed in the main Q1 holdings).

Three Consensus Stocks Identified by Huang Renxun and Wall Street AI Guru

2 июня компания Sivers Semiconductors (SIVE), лидер в области совместно упакованных оптических решений (CPO), в которую активно инвестировал 'Новый Бог фондового рынка' Serenity, увидела, как ее цена акций выросла более чем на 56%, достигнув 95,45 шведских крон. Serenity заявила сегодня, что объявление SIVE о стратегическом партнерстве с GlobalFoundries (GFS) является самым решающим событием в ее истории. Лазеры SIVE стали функциональным отраслевым стандартом для CPO, Pluggables и SiPH (кремниевая фотоника), что напрямую приносит пользу гигантам по производству ИИ-чипов, использующим соответствующие фабрики, включая NVDA, AVGO, AMD и MRVL. После сегодняшнего объявления о стратегическом партнерстве с GFS лазерные массивы SIVE будут интегрированы в платформу кремниевой фотоники GF и эталонные проекты оптического двигателя SCALE, поддерживая оптические решения для центров обработки данных ИИ, такие как CPO и LPO, с целью достижения рынка подключаемой оптики стоимостью 25 миллиардов долларов к 2030 году. Этот шаг позиционирует лазеры Sivers как стандартный источник света в экосистеме кремниевой фотоники GlobalFoundries, значительно увеличивая плотность пропускной способности и энергоэффективность, а также предоставляя стандартизированные высокопроизводительные лазерные решения для производителей ИИ-чипов на downstream.

[Новая акция Бога фондового рынка Serenity подтверждена, так как лазеры SIVE становятся стандартным источником света для кремниевой фотоники, увеличившись более чем на 56%]2 июня компания Sivers Semiconductors (SIVE), лидер в области совместно упакованных оптических решений (CPO), в которую активно инвестировал 'Новый Бог фондового рынка' Serenity, увидела, как ее цена акций выросла более чем на 56%, достигнув 95,45 шведских крон. Serenity заявила сегодня, что объявление SIVE о стратегическом партнерстве с GlobalFoundries (GFS) является самым решающим событием в ее истории. Лазеры SIVE стали функциональным отраслевым стандартом для CPO, Pluggables и SiPH (кремниевая фотоника), что напрямую приносит пользу гигантам по производству ИИ-чипов, использующим соответствующие фабрики, включая NVDA, AVGO, AMD и MRVL. После сегодняшнего объявления о стратегическом партнерстве с GFS лазерные массивы SIVE будут интегрированы в платформу кремниевой фотоники GF и эталонные проекты оптического двигателя SCALE, поддерживая оптические решения для центров обработки данных ИИ, такие как CPO и LPO, с целью достижения рынка подключаемой оптики стоимостью 25 миллиардов долларов к 2030 году. Этот шаг позиционирует лазеры Sivers как стандартный источник света в экосистеме кремниевой фотоники GlobalFoundries, значительно увеличивая плотность пропускной способности и энергоэффективность, а также предоставляя стандартизированные высокопроизводительные лазерные решения для производителей ИИ-чипов на downstream.

Новая акция Бога фондового рынка Serenity подтверждена, так как лазеры SIVE становятся стандартным источником света для кремниевой фотоники, увеличившись более чем на 56%

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Clause de non-responsabilité：Le contenu ci-dessus ne représente pas les positions de HTX.，HTX ne fournit pas de recommandations de trading.。

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