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5月31日【盘前】长春高新-6%，资金占用担忧被ST；iPhone15降价；英伟达大跌，6.2有AI大会；AI助手腾讯元宝app；消费电子、AI应用；大基金减持北斗星通3亿；万科VS银行500亿贷款磋商；汛期到了；军工（造船）【存储芯片；AI；光刻机；半导体材料；卫星互联网；HBM；电子烟屏幕：JC科技】
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