6月1日，“全栈智能产品ODM平台”华勤技术涨超20%创上市新高，黄仁勋此前预告“PC新时代”。
消息面上，英伟达将在6月1日至4日举办GTC Taipei 2026大会，黄仁勋将于6月1日发表主题演讲，揭晓驱动新一代AI的突破性技术进展。另外，5月30日，英伟达官方社交账号发出三字预告——"A new era of PC"（PC 的新时代），微软、Arm 的官方账号同步预热。
国金证券此前指出，华勤技术是全球智能硬件平台龙头，AI算力浪潮下的核心受益者。公司消费电子基本盘韧性凸显，ODM渗透率跃升驱动多品类份额扩张。此外，AI算力需求爆发式增长，数据中心业务成为业绩最强引擎。
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