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#预测NBA总冠军赢20,000U Taipei COMPUTEX Expo is in full swing, with Jensen Huang declaring that Marvell will be the next company to reach a trillion-dollar market cap, causing a collective surge in the optical interconnect sector. At the same time, the macro environment remains far from calm, with the Strait of Hormuz blockade reaching over 100 days, oil prices still stuck around $90, and the market holding its breath for the May CPI report to be released on June 13; meanwhile, SpaceX is about to go public with an estimated valuation of approximately $1.75 trillion, and Anthropic has also secretly submitted its filings. The liquidity landscape for the second half of the year is being reshuffled.