周一，美股云计算服务商概念全线走强。NEBIUS 盘中涨约19%，创历史新高。CoreWeave涨近16%，赛富时涨超10%，ServiceNow涨9%，甲骨文涨超6%。
消息面上，6月1日，英伟达CEO黄仁勋的最新演讲释放清晰信号：AI算力基础设施需求并未出现从高位退潮的任何迹象，而是在从AI GPU/AI ASIC单点AI加速器算力需求扩张为数据中心CPU、GPU、网络基础设施、存储芯片、数据中心电力链条、液冷系统等等全栈AI算力基础设施层，甚至还在加速向围绕AI Agent(即AI智能体)的企业级AI软件运维/经营体系、PC、智能手机、智能眼镜等端侧AI终端芯片以及人形机器人等物理AI平台底层AI算力领域的系统性扩张。
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