特朗普与马斯克关系据悉已部分修复，但永远无法回到从前
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Trump suggested that Vance run alongside Rubio in the 2028 presidential election.
According to BlockBeats, on June 4th, US President Trump, in an interview with the New York Post podcast, expressed his hope that Vice President Vance and Secretary of State Rubio would form a running mate for the 2028 US presidential election, stating, "If they run together, I don't know how anyone could beat them." Trump stated that both men are extremely talented, have a very good relationship, and would form "a fantastic team," but ultimately, it requires their mutual agreement. He did not specify who should run for president or vice president. Due to constitutional restrictions, Trump will be ineligible to run in the 2028 election after his second term. Currently, Vance and Rubio are widely considered potential successors within the Republican Party. Recent polls show their support among Republican voters is neck and neck, and Rubio has previously hinted that he might step aside if Vance decides to run for president.
White House: Trump signs executive order to promote advanced AI innovation and security
According to BlockBeats, on June 2nd, the White House announced that US President Trump signed an executive order to promote innovation and security in advanced artificial intelligence. (Jinshi)
Goldman Sachs research report ignites MLCC sector: Murata, Samsung Electro-Mechanics, and Fenghua Advanced Technology all surge.
BlockBeats reported on June 1st that Goldman Sachs recently released a research report on Murata Manufacturing, the world's largest passive component manufacturer, maintaining a "buy" rating. The report is optimistic that AI will become the largest and longest-lasting growth engine in the history of the MLCC (multilayer ceramic capacitor) industry. Goldman Sachs believes that Murata's outstanding technology and competitiveness will allow it to capture a significant share of the AI-related MLCC market. Currently, the AI industry is in the expansion phase towards edge/physical AI, and Murata's advantages in small and lightweight devices will be fully realized, indicating that the industry is still in its early stages of growth. According to Bitget market data, MLCC concept stocks have performed strongly recently, including: Murata Manufacturing (OTC: MRAAY): With a global MLCC market share of approximately 40%, its stock price recently hit a new high, rising over 186.2% since April; Samsung Electro-Mechanics (009150.KS): The world's second-largest MLCC supplier, second only to Murata, has surged over 100% in the past two weeks, ranking among the top five in market capitalization in the South Korean stock market; A-share listed company Fenghua Advanced Technology (000636): China's leading MLCC manufacturer, boosted by AI servers and high-end transformation, has seen three limit-up days in five trading days and a 112% increase in the past three weeks. For more details, please see BlockBeats' previous report, "Illustrated Explanation of Murata's 35% Price Increase: A Capacitor That Will Make the AI Empire Catch a Cold."
"New Stock Market Guru" Serenity predicts AI hardware investment opportunities: Foxconn's CPO switches will ship in Q3, and Xunxin will be responsible for its advanced optics business.
According to BlockBeats, on May 30th, "new stock market guru" Serenity published an article interpreting the latest news from Foxconn's shareholder meeting and strongly recommending its subsidiary, Xunxin Technology Holdings. The shareholder meeting revealed that CPO (co-packaged optical) switch products have been confirmed to begin shipping in Q3, with a target of 10,000 units shipped by 2026, aiming to become the world's number one, and expecting explosive growth next year. Serenity specifically mentioned that Xunxin Technology Holdings Co., Ltd. is Foxconn's subsidiary responsible for advanced optics business. These exponentially increasing shipments are not yet fully reflected in the financial statements, but are likely to become apparent in the second half of the year. This is positioning itself in advance for the next super cycle, representing the next major opportunity in AI hardware. BlockBeats Note: Serenity is a highly influential senior trader on the Reddit forum WallStreetBets (WSB), with a cumulative investment return of over 38 times this year. His core research findings are always made freely available. His research framework focuses on key supporting links in NVIDIA's AI chip supply chain. By deeply analyzing the indispensable "cogs" in chip manufacturing and packaging, he accurately identifies key bottlenecks in the supply chain and uses these to identify upstream targets with scarcity and pricing power for investment. SIVE (Sivers Semiconductors) is the stock Serenity mentions most frequently, having previously shill it 190 times. Since his first public shill on March 16, 2026, it has surged 19.6 times.
US SEC Chairman: Working with CFTC to advance Project Crypto, supporting the US as a global crypto hub
According to BlockBeats, on May 30th, Paul Atkins, Chairman of the U.S. Securities and Exchange Commission (SEC), stated in his speech at the 2026 Reagan National Economic Forum that the SEC is pushing forward with President Trump's goal of "making the U.S. a global crypto hub" and is working with the Commodity Futures Trading Commission (CFTC) to advance Project Crypto, aiming to improve the regulatory framework for on-chain financial markets. Atkins stated that the SEC has issued guidance on digital asset classification, clarifying which digital assets are securities and which are not, and is advancing an innovation exemption policy for tokenized securities, while also exploring how on-chain trading systems can be integrated into the existing regulatory framework. He pointed out that the past U.S. regulatory environment was hostile to the digital asset industry, leading to a significant outflow of innovation and companies overseas. Now, the SEC and CFTC are strengthening regulatory coordination to end long-standing regulatory ambiguities and provide market participants with a clearer compliance path. Furthermore, Atkins announced that the SEC has proposed rescinding the climate information disclosure rules introduced by the previous administration and will continue to promote reforms such as reducing the regulatory burden on listed companies and encouraging companies to go public.
Vance: The US and Iran are close to reaching a preliminary agreement, but details still need to be finalized.
According to BlockBeats, on May 29th, CCTV News reported that regarding reports that "US and Iranian negotiators have reached a preliminary consensus on extending the ceasefire for 60 days and starting negotiations on the Iranian nuclear issue, but still need to await US President Trump's approval of the memorandum of understanding," US Vice President Vance told the media on May 28th, local time, "Negotiations are making progress, but many details still need to be finalized." Vance stated, "It's not done yet, but we are very close." He also emphasized that any agreement "must include a verification mechanism to ensure Iran's compliance." Earlier, Iran's Tasnim News Agency reported that reports from Western sources claiming a memorandum of understanding between Iran and the US had been reached were untrue. Iran has not yet notified the Pakistani mediators that the text has been finalized; once finalized, Iran will announce this to the Pakistani mediators and the public.