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In the past 24 hours, Nillion (NIL) saw a maximum surge of 149.54%, with its price spiking to $0.10799, breaking out against the trend in an overall weak market environment. The 24-hour trading volume rapidly expanded to about $1 billion, far exceeding the current circulating market cap level. Reasons for this include: (1) completion of the Ethereum (ERC-20) migration, enhancing the token’s utility; (2) Vol/Mkt Cap reaching as high as 632.41%, making it easier for capital to drive price swings quickly; (3) continued momentum of the AI + privacy computing narrative. In such market moves, the first sign of anomaly is often not price—volume expansion, address growth, and rising social media attention usually appear earlier than the “top gainers” charts. By using APIs, one can obtain real-time data on anomalous price surges, volume changes, contract holdings, capital flows, and social media popularity, which can help build automatic alert and hotspot monitoring systems to detect potential strong tokens even earlier.

The bank expects that the widespread adoption of enterprise AI agents will accelerate the overall potential market growth for server CPUs, and that AMD's x86 architecture has a unique advantage due to its compatibility with existing enterprise infrastructure. In addition, the bank believes that the deployment opportunity of Meta's 6GW will bring significant upside to the data center GPU business. With the expected increase in server CPU revenue and gross margin, the bank has raised its 2027 and 2028 earnings per share forecasts for AMD by 14%, to $13.5 and $18 respectively, which is about 20% higher than the market forecasts.

Glonghui, May 8｜Over the past six months, the prices of major personal computer components have risen across the board, with memory modules and solid-state drives seeing the largest increases. It is reported that all four major motherboard manufacturers have lowered their annual sales targets, with total shipments expected to shrink by 28%. The details are as follows: ① ASUS sold an estimated 15 million motherboards last year, but will ship only just over 5 million this year. The company may have difficulty reaching its 10 million sales target before the end of this year, a projected year-on-year decrease of 33%. ② GIGABYTE and MSI sold 11.5 million and 11 million motherboards respectively last year. Both companies have lowered their internal shipment forecasts for 2026 to 9 million and 8.4 million units, representing year-on-year decreases of 22% and 24%. ③ The most impacted motherboard producer, ASRock, expects motherboard shipments to fall by 37%, from 4.3 million units in 2025 to 2.7 million by the end of this year.