--- title: "6.8 Pre-market Overview | Non-farm data strengthens interest rate hike expectations, OpenAI plans to transform into a \"super app\"" type: "News" locale: "en" url: "https://longbridge.com/en/news/288982243.md" description: "Non-farm payroll data strengthens the Federal Reserve's interest rate hike expectations, while the situation in Iran and the approaching World Cup suppress market risk appetite. NVIDIA deepens AI cooperation with SK Group, and Meta seeks substantial financing to support AI expenditures. Prices of automotive-grade memory chips soar, and components like MLCC are expected to increase in price. Strategically, it is advised to wait for technology stocks to stabilize and to pay attention to pullback opportunities where industry expectations have not worsened" datetime: "2026-06-08T01:10:41.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/288982243.md) - [en](https://longbridge.com/en/news/288982243.md) - [zh-HK](https://longbridge.com/zh-HK/news/288982243.md) --- # 6.8 Pre-market Overview | Non-farm data strengthens interest rate hike expectations, OpenAI plans to transform into a "super app" Core Summary: Last Friday, the market collectively realized profits and fled, with expectations for adjustments in the ChiNext index becoming consistent. Non-farm data strengthened interest rate hike expectations, while the World Cup and SpaceX IPO deadlines approaching suppressed risk appetite. NVIDIA and SK Group announced a partnership covering AI supercomputing, CPUs, and robotics. Automotive-grade memory chips surged by 180%. Strategically, wait for technology to stabilize; industry expectations have not worsened, and significant declines present opportunities to recover. \[Macro\] US-Iran Dynamics: Iran attacked Israel again after two months, while Trump urged Israel "not to retaliate"; Iran has drafted regulations for environmental service charges in the Strait of Hormuz. Federal Reserve: Strong non-farm data prompted traders to raise bets on interest rate hikes, with a 25 basis point increase expected by the end of January next year. Trump stated that rate hikes would be a mistake. Waller will host the first interest rate meeting on June 16-17. OPEC+: Starting in July, oil production quotas will be increased by 188,000 barrels per day, with a potential agreement for further production increases in July. China's Foreign Reserves: In May, foreign exchange reserves stood at $344.22 billion (up $31.7 billion month-on-month), with gold reserves increasing for 19 consecutive months. World Cup Effect: In the last five World Cups, the overall A-share market was weak in the first week of the tournament (down about 3%), but rebounded in the last week (up about 3%). South Korea: The Korean won fell below 1550 against the US dollar, hitting a new low since 2009; the South Korean president nominated a new prime minister; the OECD expects South Korea's potential economic growth rate to decline. Related ETF: A500ETF (560610) \[Artificial Intelligence & Computing Power\] NVIDIA and SK Group: Announced a cooperation plan on June 8, covering AI supercomputing, CPUs, new PCs, and robotics technology; reportedly securing multi-year DRAM and HBM supply, with SK Hynix receiving 40% of orders. Meta Financing: Following Google, Meta is considering raising hundreds of billions of dollars in stock financing to meet AI capital expenditures. SpaceX and Google: Reached a cloud service agreement worth $920 million per month. US Government: Considering taking stakes in AI companies, with discussions focused on voluntary transfers. Cloud Security: Approximately 57.4% of revenue for cloud network security service companies comes from AI and automation programs. MLCC/Inductor Price Increase: Murata and Taiyo Yuden are expected to raise inductor prices again starting July 1. TPU Shipment Volume: It is reported that potential shipments could exceed 35 million units by 2028, an approximately 8-fold increase from about 4.3 million units in 2026. CCTV Finance: "One kilowatt-hour costs 0.5 yuan, turning into a token sold for 10 yuan." OpenAI: Plans to transform ChatGPT into a "super application" that integrates programming tools and AI agents. NVIDIA Vera Rubin: Sellers claim the market misinterpreted its DRAM usage reduction by half. Prefabricated Computing Power Center: The world's first prefabricated computing power center base was officially launched in Qingdao, saving nearly 70% of the construction cycle compared to traditional methods. Related ETFs: Cloud Computing ETF (159890), ChiNext Artificial Intelligence ETF (159243), Sci-Tech Innovation 50 ETF (588300), Software ETF (159899) \[Semiconductors\] SK-NVIDIA collaboration: Jensen Huang and Choi Tae-won personally announced the cooperation plan on the morning of June 8; it is reported that they have secured long-term DRAM and HBM supply, with SK Hynix receiving 40% of the orders. Automotive-grade storage chips: Prices have surged by 180% in the past three months, prompting several new energy vehicle companies to raise prices or tighten discounts. Wuxi Semiconductor: Requires expansion of wafer manufacturing, enhancement of advanced packaging and testing, transformation of equipment materials, and tackling emerging fields. TC bonding machine: Expected to immediately benefit from the demand for HBF (High Bandwidth Flash). Related ETFs: Semiconductor Equipment ETF (561980), Sci-Tech Innovation and Entrepreneurship 50 ETF (588300) 【Robots】 Elon Musk: Will attend a closed-door technical seminar at ASML to share ideas on AI, robotics, aerospace, and semiconductor manufacturing. Masayoshi Son: The scale of AI will be 50 times that of the internet bubble, and the next trillion-dollar track is Physical AI and humanoid robots. Goldman Sachs: Has a significantly more positive outlook on the short-term order environment and long-term humanoid robot opportunities. V3 mass production rhythm: It is reported that SOP will begin in the second half of 2026, with trial production of about 50 units per week in July-August, monthly production exceeding 1,000 units from September, and approaching 3,000-5,000 units per month in Q4. The first suppliers of V3 will become core players for subsequent V4 and V5. Xiaomi Robot: May debut at the Xiaomi 17T launch event. Related ETFs: Robotics ETF (560770), Sci-Tech Innovation and Entrepreneurship 50 ETF (588300) 【Satellites】 SpaceX: Raised $75 billion in its IPO on June 12, setting a historical record; reached a $920 million monthly cloud service agreement with Google. Related ETFs: Satellite ETF (159218) 【Apple】 On June 9, Apple will hold the WWDC 2026 Global Developers Conference. Related ETFs: Consumer Electronics ETF (159779) 【New Energy & Automotive】 Automotive-grade storage chip prices have surged by 180%, prompting several new energy vehicle companies to raise prices or tighten discounts. The world's first prefabricated computing power center base has been put into operation in Qingdao. Related ETFs: New Energy Vehicle ETF (159183), Battery ETF (561910), Power ETF (560480) 【Consumption】 In 2026, the total box office of domestic films will exceed 16 billion yuan, with over 60 films locked in for the summer season. Subway China announced a target of opening 350 stores this year. Taobao Flash Sale has set a core target for the 2027 fiscal year, with a retail order target of 20 million orders per day. Related ETFs: Consumption ETF (510150), Food and Beverage ETF (159843), Shanghai-Hong Kong-Shenzhen Consumption Leader ETF (517550) 【Energy & Non-ferrous Metals】 Oil: OPEC+ will increase oil production quotas by 188,000 barrels per day starting in July; Iran's crude oil exports fell to the lowest level in at least six years in May. Gold: The People's Bank of China has increased its gold holdings for the 19th consecutive month; global central banks net purchased about 17 tons of gold in April. Related ETFs: Non-ferrous Mining ETF (159690), Oil ETF (159197) 【Market Related】 CSRC Chairman: Firmly curb issues such as gambling on tracks, style drift, and high-level issuance. Korean Stock Market: Market attention on leverage in the Korean stock market affects sentiment in A-shares. Trump: Tweeting to support the market. CITIC Securities: Emphasize the cost-effectiveness of new energy, chemicals, non-ferrous metals, and power equipment that have fallen. UBS Securities: Chinese assets are becoming a universal card in global investment portfolios. 【Strategy Observation】 Market Performance: Last Friday, the transaction volume was 3.07 trillion, an increase of 372.6 billion. After the index fell below support twice, momentum weakened, and funds reduced positions in advance. The World Cup and SpaceX IPO are this week, and the first FOMC meeting is approaching. Sectors and Themes: Leading Directions: Banks, commercial retail, and social services (collectively cashing out and running, relatively strong in coal). Technology: Attempted to reach new highs on Friday, triggering strong profit-taking; the "sell more as it rises before 611" strategy ended early. Korean Stock Market: Needs close attention, as it affects sentiment. Operational Thoughts: Reduce positions for absolute returns and wait for stabilization; ultimately, still need to scoop up technology. Industry expectations have not worsened; significant declines present buying opportunities. Observe which sub-sectors in technology are the strongest or which sub-sectors have fallen first and reached their targets. Related ETFs: Semiconductor Equipment ETF (561980), Cloud Computing ETF (159890), ChiNext Artificial Intelligence ETF (159243), Sci-Tech Innovation 50 ETF (588300), Robotics ETF (560770), Power ETF (560480) Risk Warning: The above content is only a summary of market information and does not constitute any investment advice. Mentioned individual stocks and ETFs are for analytical reference only and are not recommendations. 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