帽子哥聊财经A

AI服务器PCB/电子布需求爆发，行业涨价
英伟达全新架构发布带动PCB用量增长2-3倍、价值量提升4-5倍，高多层背板对低介电、低膨胀特种电子布需求爆发。松下机电电子线路板提价通知，覆铜板+30%，玻璃布树脂夹层+15%。

海关数据：一季度中国电动汽车、锂电池出口分别增长77.5%、50.4%

川普不用睡觉的，忙碌了一个晚上，凌晨四点还在忙，真是一位笔耕不辍的好“耶稣”

在岸人民币对美元升破6.82关口，创2023年3月以来新高。

AI驱动存储芯片需求，闪迪股价续创新高
存储芯片巨头闪迪涨超11%，续创历史新高。在AI基础设施投资热潮的推动下，各个领域对快速、高效的存储芯片需求不断增长。今年以来，闪迪股价已累计上涨近260%。

英伟达GPU现货租赁价格大幅上涨
纽约数据提供商Ornn的数据显示，近几个月来，英伟达全系列GPU在云端数据中心的现货租赁价格均大幅上涨。英伟达最先进的Blackwell系列芯片单小时租金已达4.08美元，较两个月前的2.75美元上涨48%。

#a股##股票# 港股开盘，恒指开涨1.05％，科指开涨1.37％，科网股、有色金属板块高开。

#a股##股票# 三大股指高开，沪指涨0.46％，深成指涨0.74％，创业板涨0.88％。

川哥可能昨晚来帽子哥直播间了吧，教皇他还是有所忌惮的

Former U.S. Secretary of State Blinken: The issue of the Strait of Hormuz was created by Trump, and now the arsonist has gone to put out the fire himself.
Now that it’s clear we can't put out the fire, he simply adds more fuel to it. Iran has blocked the Strait of Hormuz and is not opening it, right? Then I will also block it, let’s all block it together, we can't just block it alone.

川大帝这是在千字长文怼教皇吗？厉害厉害，佩服佩服，真的勇气已经无所畏惧了

美伊这事，只能说拖吧拖吧，拖越久，慢慢大家都脱敏了，而真实通胀起来，我们现在通缩，看看最后反噬的是谁

#a股##股票# A股三大指数今日集体上涨，截至收盘，上证指数涨0.06%，深证成指涨0.69%，创业板指涨0.8%，北证50涨0.04%。板块题材上，能源金属、油气开采及服务、猪肉、电池、光伏、CPO、电力、pcb概念、硅能源、军工装备、汽车整车、st板块涨幅居前；游戏、中药、保险、教育、贵金属、机场航运板块跌幅居前。
全市场成交额21631亿元，较上日成交额缩量1745亿元，全市场超2300只个股上涨。

今儿不错，挺强，死鬼！

Trump: Will Begin Blockading the Strait of Hormuz
U.S. President Trump: (U.S.-Iran) talks are going well, most issues have reached a consensus, but the only truly important nuclear issue has not been resolved. Starting immediately, the U.S. Navy will begin to blockade any ships attempting to enter or exit the Strait of Hormuz.

Those who don't know might think I went hiking during spring break, but who would know this is my home? I've lived here for several years without properly appreciating it. It turns out spring is so wonderful; looking up is a sea of flowers, and in the distance is prosperity. Living in the mountains in Shenzhen is also beautiful...
No wonder I'm so reclusive and don't like to go out!

The main board risk warning stock price fluctuation limit ratio has been adjusted from 5% to 10%.\nThis means that the daily fluctuation limits for stocks marked with *ST and ST have been relaxed from the original ±5% to ±10%, aligning with the fluctuation limits for ordinary stocks on the main board.\nApplause with both hands [鼓掌][鼓掌][鼓掌][鼓掌][鼓掌] in favor, these restrictions will gradually be loosened in the future, no need to be overly protective, being too protective has made it foolish; if you like speculation, let it go, the sooner you die the sooner you will be reborn.

Today, the battery is the most outstanding star in the market, applause

#A-shares##stocks# The three major A-share indices collectively rose today. As of the close, the Shanghai Composite Index rose by 0.51%, the Shenzhen Component Index rose by 2.24%, the ChiNext Index rose by 3.78%, and the Beijing 50 rose by 1.66%. In terms of sectors, battery, energy metals, securities, two-wheeled vehicles, diversified finance, mobile payments, storage chips, CPO, photovoltaic equipment, and liquid-cooled server sectors led the gains; while precious metals, port shipping, airport shipping, pork, and optical fiber concept stocks led the declines.
The total market turnover was 23,376 billion yuan, an increase of 1,903 billion yuan compared to the previous day's turnover, with over 3,900 individual stocks in the market rising.

Today, it seems there are issues with the Wealth Management Cube's sprint, along with the 'Have Money and Leisure' vehicle launch and automatic following. I tried to input the minimum of 100 to operate, but in reality, no payment is deducted. Let's operate manually.
For specific inquiries, please find their investment advisor customer service in the upper right corner of the Wealth Management Cube APP, or call the customer service hotline: 4000808208 for assistance.