President Donald Trump in an interview on Sunday said that if the Supreme Court rules that his tariffs are unconstitutional, the U.S. will struggle economically for years. Trump appeared on Fox News' "Sunday Morning Futures" and said Gaza could be rebuilt as a "freedom place" that would be "paid for by the wealth of the wealthiest countries," but warned that the Supreme Court striking down his tariffs could hurt the U.S. economy over the long term."If we win the tariff case, which hopefully we will, it's vi ...

Traders on prediction platforms Kalshi and Polymarket are betting that the federal government shutdown will last about six weeks, as partisan gridlock shows little sign of easing. While odds on these markets don’t serve as formal forecasts, they do provide a real-time snapshot of trader expectations.According to Kalshi’s market data, traders on average expect the shutdown to continue for roughly 44 days. GOVERNMENT SHUTDOWN 101: WE'VE BEEN HERE BEFORE, HERE'S WHAT HAPPENS NEXT Traders are pricing in a 44% p ...

Merck on Monday announced the groundbreaking of its new Virginia pharmaceutical manufacturing facility, a cornerstone of the company’s $70 billion U.S. investment strategy. The 400,000-square-foot site in Elkton, Virginia, is expected to create 500 full-time positions once operational and generate roughly 8,000 construction jobs during development.As one of the largest pharmaceutical investments of President Donald Trump’s second term, Merck’s push comes as the administration is prioritizing making pharmace ...

行业需求与预测 - 霍尼韦尔预测未来10年将交付8500架新公务机，总价值2830亿美元，为34年预测历史中的最高水平，年均增长率为3% [2] - 需求激增源于经济增长、分时所有权需求增加以及新飞机开发和技术升级的稳定节奏 [3] - 20%的全球运营商表示他们至少有一架飞机确认订单，高于一年前的17% [5] 驱动因素分析 - 《2024年减税法案》恢复了100%的奖金折旧政策，允许企业在资产投入使用的当年全额抵扣成本，而非分多年摊销，极大地刺激了购买活动 [8] - 税收政策在2022年后逐步取消，但今年恢复后，客户购买咨询激增 [9] - 包机需求在第二和第三季度持续增长，并且预计这一趋势将继续 [10] 市场活动与运营商观点 - 运营商提高了飞机使用率，制造商相应增加产量以满足需求 [5] - 行业参与者观察到包机需求翻倍，实际需求强度可能超过霍尼韦尔的预测 [13] - 私人航空行业整体需求提升，市场表现强劲 [11]

公司动态 - 英伟达与台积电合作在美国制造出首块Blackwell晶圆 这是该公司历史上最先进的AI芯片基础材料[1] - 英伟达成为首家市值达到4万亿美元的公司[12] 行业趋势与前景 - 公司CEO认为世界正处于由人工智能驱动的"工业革命"开端[1] - 人工智能将影响所有行业 并彻底改变每个行业[5] - 预计未来三到四年内 美国将制造和安装价值约5000亿美元的AI超级计算技术[4] - 人工智能将无处不在 被每家公司使用[5] 生产与供应链 - 首次在美国制造出全球最先进的AI芯片[2] - 需要建造用于芯片、封装和AI超级计算机的"宏伟工厂" 以及生产数字智能的工厂[9] - 这些工厂的建设需要大量熟练技工 包括管道工、电工、技术人员和网络技术人员 需求量可能达到数十万甚至数百万[9] 政策影响 - 前总统特朗普的关税政策是促成在美国快速实现先进芯片制造的关键推动因素[2] - 特朗普的"再工业化美国"意愿和亲能源政策为行业增长提供了必要条件[2][5][8]

Ford Motor Company issued the most safety recalls among automakers in 2025, with more than 103 alerts, according to a report from Kelly Blue Book. With a third of the year remaining, Ford has already surpassed the previous annual record of 77 recalls, according to the report.If a vehicle fails to meet Federal Motor Vehicle Safety Standards due to a safety-related defect, manufacturers are required to notify consumers of the issue. These recalls are intended to address safety problems before they cause harm. ...

公司业绩与产品表现 - 全球最大资产管理公司贝莱德管理的资产规模达10万亿美元[1] - 公司数字资产交易所交易产品和主动型ETF从几乎为零增长至超过1000亿美元和800亿美元[2] - 旗舰产品iShares比特币ETF成为最大的加密货币ETF，资产规模曾突破1000亿美元[4] - iShares以太坊ETF资产规模约为160亿美元[5] - IBIT和ETHA是交易所交易产品行业资金流入量前五的产品[6] - 公司股价年内上涨14%[8] 数字资产市场动态 - iShares比特币信托最新价格60.47美元，下跌1.56%[4] - 比特币市值在2025年10月6日达到历史高点126,272.76美元，随后跌至110,000美元以下[4] - 以太坊从2025年8月24日高点4,955.23美元跌至3,800美元水平[6] - 比特币和以太坊年内均上涨约14%，略高于标普500指数13%的涨幅[7] - 美中紧张局势升级影响数字资产市场情绪，同时黄金创下每盎司4,280.20美元的历史新高[5]

Novo Nordisk's blockbuster diabetes and weight loss-related drug Ozempic is set to see a price cut, according to President Donald Trump.  Trump said this week during a White House event on fertility treatments and drug pricing that the price reduction will come after swift negotiations with the drugmaker."They'll be much lower," Trump told reporters.  TRUMP'S QUEST TO REDUCE DRUG PRICES IS HEATING UP. BUT WILL HE BE ABLE TO DO IT?Novo Nordisk is the maker behind Ozempic and Wegovy, which have the same activ ...

最高法院关税案 - 特朗普总统可能出席下月最高法院关于关键关税案的口头辩论 此举将使其成为首位亲自出席最高法院辩论的现任总统 [1] - 特朗普称此案为"国家历史上最重要的案件之一" 若败诉将使国家在未来多年陷入财政困境 [4] 关税收入表现 - 8月和9月连续两个月关税收入创下纪录 合计达626亿美元 [4] - 2025财年关税总收入攀升至2152亿美元 数据来自财政部9月30日发布的"关税及特定消费税"报告 [5] 贸易政策立场 - 特朗普政府将关税作为纠正多年贸易失衡的工具 贸易是其经济议程的基石 [5] - 特朗普称美国曾是关税问题的"被坑之王" 点名中国和欧盟27国等利用美国 并强调此情况已改变 [7]

Federal Reserve Governor Stephen Miran downplayed the economic impact of President Donald Trump's sweeping trade measures, saying there’s little evidence the new tariffs are weighing on growth or stoking inflation. Miran, who spoke at Semafor’s World Economy Summit on Thursday, said there have been "no real material signs of growth drags, no real material signs of an inflation spike." Pressed on whether consumers would end up paying more as companies pass along higher costs, Miran maintained that such a sce ...