At NVIDIA's annual shareholder meeting, Jensen Huang told CNBC that questions about AI investment returns "already have answers." He described AI data centers as "token factories," saying tokens can become code, answers, designs, actions and services and that "each token is a unit of profit." Huang said NVIDIA's systems "may not be the cheapest, but produce tokens at the lowest cost, with the highest throughput and the most revenue." He flagged "physical AI"—robots, cars and factories that can s

US current account deficit widened to $226.8 bln in Q1, up $5.8 bln (2.6%) from a revised $221.1 bln in Q4, and rose to 2.9% of GDP from 2.8%. The increase was not trade-driven: the goods trade deficit narrowed and goods and services exports jumped $50 bln to $1.38 tln. The main drag was primary (investment) income, which swung from a Q4 surplus to a Q1 deficit, signalling changes in relative returns between US residents’ foreign assets and foreigners’ US assets and higher financing costs for an increasingly imbalanced international balance sheet. Annual revisions were large: Q4’s deficit was revised from an initial -$190.7 bln to -$221.1 bln, and the net international investment position was adjusted by nearly $6 tln.

【纽约期金跌破4000美元】纽约期金跌破4000美元关口，为去年11月以来首次，日内下跌3.5%。