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2026年6月美股大事梳理 6月美股事件密集，整体波动会比较大，主要围绕AI硬件、宏观数据、FOMC以及SpaceX上市等展开。 关键时间节点 1️⃣6月1-5日（AI硬件周）：NVIDIA黄仁勋在台北 keynote（6/1），博通AVGO重磅财报（6/3），加上5月非农数据（6/5）。核心是验证AI硬件链的定价权。 2️⃣6月8-12日（宏观+事件周）：苹果WWDC大会（重点看Siri端侧AI表现）、6月10日CPI（本月第一个大雷点）、6月12日SpaceX预计上市。这周事件最集中，CPI+SpaceX+WWDC三件事叠加。 3️⃣6月16-19日（最重要一周）：FOMC会议（6/16-17），新主席Warsh首次亮相，市场会重点看点阵图和对通胀、油价的态度。同时有零售销售数据和股指期权到期。 4️⃣6月24-26日（收尾周）：英伟达股东大会、美光MU财报、GDP修正值，以及Russell指数重构（小盘股被动调仓）。 投资者最需要注意的事 最危险窗口是6月10-18日（CPI + FOMC重叠），这段时间不建议重仓追高，仓位最好放轻一点，保持灵活。 重点跟踪5条主线： 1️⃣FOMC + CPI（利率预期核心） 2️⃣AI硬件链验证（NVIDIA、AVGO、MU等） 3️⃣SpaceX上市的情绪影响 4️⃣苹果WWDC的AI进展 5️⃣下旬Russell重构带来的小盘股异动 6月整体以“事件驱动”为主，通胀数据若偏热，成长股尤其是AI板块会承压；数据降温则可能继续冲。 建议提前做好仓位管理，重点事件前后避免冲动操作，小盘股在Russell重构前后容易有非基本面波动。

Don't miss the livestream of NVIDIA CEO Jensen Huang's keynote at #NVIDIAGTC# Taipei. Hear Jensen unveil the breakthroughs in physical AI, scaling infrastructure, science, and more — and what's driving the next generation of AI. It all starts here. 📍 Monday, June 1 | 11 a.m. Taipei Time 📍 Sunday, May 31 | 8 p.m. Pacific Time 🎥 Tune in for one of the biggest moments of GTC:

明天的@beyondtechexpo，除了10:35am的keynote，2:30pm我还会参加一场关于AI的panel。 Bitget今年最重点押注的几个方向，UEX、AI、RWA，全部都会聊到。 会场见啦 👋 （需要门票可以用两张海报右下角的邀请码换领～）

Kye-hyun Kyung, Samsung Electronics Senior Advisor: "Memory prices to fall in H2 next year… Korea must cultivate deep-tech manufacturing" Kye-hyun Kyung, Senior Advisor and former head of Samsung Electronics' Device Solutions (DS) Division, forecast that memory semiconductor prices will decline starting in the second half of next year, and urged Korean industry to prepare in advance. Delivering the keynote at the 285th NAEK Forum, hosted by the National Academy of Engineering of Korea (NAEK) at L-Tower in Seocho-gu, Seoul on the 18th, Advisor Kyung said, "Chinese players are aggressively expanding production capacity (CAPA)," adding that "as memory supply surges, the market could shift starting in the second half of next year or the first half of 2028." Citing global market research firms, Kyung projected that memory prices will fall from H2 next year, when global memory CAPA is expected to surge to 6 million wafers per month. "If Big Tech's return on capex deteriorates, there is a possibility that investment could be scaled back," he said, also warning that memory demand itself could contract from 2028 onwards. While Korean industry, led by Samsung Electronics and SK Hynix, is currently enjoying unprecedented growth by capturing Big Tech's memory demand, the former head of Samsung's semiconductor business argued that Korea must prepare in advance for the post-boom period. Advisor Kyung pointed out, "Korea holds nearly 70% share of the DRAM market, but only 1.5% of the fabless market, and unlike Taiwan, Korea lacks a full-stack semiconductor ecosystem that includes fabless." He went on to advise that "Korea must leap forward as a deep-tech-based manufacturing nation." The point is that Korea should independently build advanced technology capabilities—not only in memory but also in fabless-based system semiconductors and sovereign AI—and actively apply them to its existing strength in manufacturing. He added, "It is difficult for Korea to compete simultaneously with the U.S. and China in both hardware and software," and that "it is important for Korea to do what it does well, and to that end, we must seriously consider how to deploy AI."

Gemini 3.2 Flash leaks: fast and cheap seems to be the focus - Gemini 3.2 Flash looks focused on making AI much faster and cheaper without sacrificing too much quality - According to my sources, Google may rename it to Gemini 3.5 Flash - It may perform close to Gemini 3.1 Pro level while keeping very low latency with sub-200ms responses rumored for many queries - Pricing leaks point to around $0.25 input / $2 output per 1M tokens, though honestly that still feels too cheap to fully trust right now - Google is using stronger distillation and sparsity techniques to compress larger model capabilities into a lightweight version - Knowledge cutoff is said to be updated to January 2026 - Google also seems focused on grounding + search reliability to reduce hallucinations in real-world workflows - Expected around Google I/O, possibly 1-2 days before the keynote

Noland Arbaugh’s life has been completely transformed “I can control a computer with my thoughts” As the first human to receive a Neuralink brain implant, the man who was once paralyzed after a diving accident is now: • Playing video games for hours using only his mind • Earning a 4.0 GPA while studying neuroscience in college • Running his own business • Building a thriving speaking career with paid keynotes and global appearances He’s traveling the world, inspiring audiences, and even writing a book - all powered by a brain chip What used to be science fiction is now reality Neuralink is not just restoring lost abilities - it’s unlocking the next chapter of human potential

I started using the concept in 2016 (e.g. in my NIPS 216 keynote, in which I called it a "world simulator"). I published papers on video prediction in 2016. This was meant to be a key step to train world models. Ha&Schmi appeared in 2018. The slide below is from a talk I gave at Brown in Nov 2017. Full deck here: We were hoping to train world models through video prediction. At the time, we were using generative architectures. We tried latent-variable models and GAN-style training. But never quite worked on natural video. Around 2021, I realized that predicting at the pixel level was not a good idea. That's when the JEPA concept emerged: find an abstract representation within which predictions are performed.

想起去年跟个大哥聊天，他说现在搞金融跟十年前炒房一个逻辑——看不懂的人觉得是赌博，看懂的人早偷偷上车赚麻了。 现在新金融的风比当年的房地产还猛，AI、区块链已经颠覆传统了，普通人想喝汤都找不到门，所以一定要听听大佬们是怎么看的。 #BYBIT交易# @Bybit_Official 的 CEO @benbybit Ben 29号下午四点亲自下场开直播！ #Bybit# 刚拿了阿联酋首张虚拟资产平台运营商牌照，合规拉满，现在CEO出来揭秘，大概率是要有好消息，可能是新玩法、可能是政策、也可能是普通人能蹭上的红利。 注册就送50 USDT，直播间 10000 USDT大奖池，分享、互动、投票、提问全有奖励，红包雨下不停，边听行业内幕边捡钱。 这种级别的CEO直播，平时根本听不到，现在免费开放还送钱，千万别错过。 #KeynoteWithBen# 直播链接：