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June 1 (Monday) NVIDIA GTC Taipei Keynote: Jensen Huang delivers the keynote speech, focusing on AI PC, Blackwell/Rubin architecture, and AI infrastructure. ★★★★★ AMD, Intel and other AI giants arrive in Taipei, fueling early COMPUTEX hype. June 2 (Tuesday) COMPUTEX 2026 Officially Opens (June 2-5): Major AI hardware event with NVIDIA, AMD, Intel and others showcasing new products. ★★★★★ US May ADP Private Employment report released. Microsoft Build 2026 Developer Conference opens, focusing on AI applications. June 3 (Wednesday) Major Earnings: Broadcom (AVGO) and CrowdStrike (CRWD) report after the bell. ★★★★★ COMPUTEX + Microsoft Build continue, driving AI sentiment. June 4 (Thursday) SpaceX begins IPO roadshow (potentially one of the largest in history). COMPUTEX continues. Earnings: Ciena (CIEN) before market, Planet Labs (PL) after market. New listing: Quantinuum (QNT) debuts on US stock market. June 5 (Friday) US May Nonfarm Payrolls (NFP): Market focus on job growth, unemployment rate, and wage growth. ★★★★★ This Week’s Key Themes: NVIDIA Keynote + COMPUTEX, Microsoft Build, AVGO/CRWD earnings, and May Nonfarm Payrolls will dominate. AI sector volatility is expected to rise significantly.  

Boston Consulting Group (BCG) has officially released the "2026 Global Wealth Report." The report indicates that in 2025, the total global financial wealth grew by 10.7% to a record $333 trillion, marking the fastest growth rate since 2021. When including tangible assets, global net wealth reached as high as $550 trillion. However, the report also reveals a cautionary fact: more than 80% of industry revenue growth was driven by market performance, rather than by inflows from new investors. In other words, wealth management institutions are largely "riding the market's coattails" rather than creating value through their own capabilities. This growth model means that, once the market shifts, the industry's underlying vulnerability will be exposed. BCG has also, for the first time, categorized global financial wealth into two major types: financial assets and real assets. Among real assets, gold stood out the most—physical gold surged by 44% over the year, reflecting deep concerns among global high-net-worth individuals about the fiat currency system.

According to official sources cited by Odaily, Cango has announced its unaudited financial results for the first quarter of 2026. During the reporting period, the company achieved a total revenue of $102 million, of which the Bitcoin mining business contributed $98.4 million. A total of 1,266 Bitcoins were mined this quarter. Due to non-cash accounting treatment related to the decline in the market price of Bitcoin, the net loss was $261.1 million. In addition, the company's long-term debt fell from $557.6 million at the end of 2025 to $30.6 million, a decrease of 94.5%. As of the end of the quarter, the company held 1,026 Bitcoins as digital asset reserves. At the same time, the company launched the new commercial platform EcoHash, officially expanding into the AI computing power field, and reached a strategic cooperation with Hong Kong-listed company DL Group.