Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

最高法院对特朗普关税合法性裁决的潜在影响 - 最高法院同意就特朗普全球关税合法性作出裁决 并加速审理此案 将于11月第一周安排口头辩论 预计年底前作出最终裁决 [1] - 若最高法院裁定关税非法 可能退还高达1000亿美元的关税 这一数字代表美国2025年迄今征收的额外关税 [2] - 若关税被裁定非法 约一半关税需要退还 对企业利润将产生相当大的提振作用 相当于一种刺激措施 [1][2] 对美股市场的预期影响 - 策略师认为若最高法院做出不利于关税的裁决 美国股市将会上涨 [1] - 关税退款将增加对2026年股市看涨的理由 [2] - 若高关税保持不变 利润率本来就很低的公司可能受到不利影响 [2] 政府应对策略与法律替代方案 - 政府高级官员预计最高法院将支持使用《国际紧急经济权力法》证明关税合理性 但必要时将采取其他法律手段 [3] - 替代方案可能启用1930年《斯姆特-霍利关税法》第338条款 允许对歧视美国商业的国家进口产品征收高达50%的关税 [3] - 该法案几十年来基本处于搁置状态 但允许快速征收关税 [3] 市场环境与企业面临的不确定性 - 特朗普在关税方面的潜在法律挫折可能意味着进一步的不确定性 企业和投资者正在等待政府回应 [3] - 2023年剩余时间将处于不确定的贸易环境中 企业需要应对这种环境 [3] - 本周通胀数据预计将显示关税的进一步传导效应 尤其对生产商的影响 [3]

US Secretary of the Treasury Scott Bessent speaks as US President Donald Trump signs executive orders in the Oval Office of the White House in Washington, DC on September 5, 2025.Treasury Secretary Scott Bessent said Sunday that he is "confident" that President Donald Trump's tariff plan "will win" at the Supreme Court, but warned his agency would be forced to issue massive refunds if the high court rules against it.If the tariffs are struck down, he said, "we would have to give a refund on about half the t ...

来源：金投网 隔夜，现货黄金连续第五个交易日上涨，飙升至逾四个月高点，盘中最高触及3489.78美元，距离历史高点3500美元关口仅咫尺之遥，最终收报 3476.08美元。今日欧市盘中，黄金一度突破3500美元至3508.49美元，目前在3483美元附近徘徊。 华尔街疯狂唱多！ 当地时间9月1日（周一），受美国劳动节假期影响，美股休市一日。 消息面上，美联储降息预期飙升。 另外，关于下一任美联储主席的遴选，美国财长贝森特在最新的讲话中透露，美联储主席的"几位"候选人还是填补央行理事会两个空缺席位的人 选。他和美国总统特朗普已经"详细讨论了候选人应是什么样的人以及他们的资格"。 对此，经济学家们也集体发出警告称，金融市场尚未充分反映美国总统特朗普对美联储攻击所带来的风险，其中包括更高的通胀以及投资者对美 国国债信心的丧失。 据一项对来自美国和欧洲的94位经济学家的调查，他们中的许多人担心，一旦现任美联储主席鲍威尔的任期结束，这些攻击可能会导致美联储永 久性地转向优先考虑就业和降低政府借贷成本。 几乎所有受访经济学家都警告称，这场纷争已损害美联储的公信力。 此外，特朗普关税也有了新进展。 9月1日晚间，美国总统特 ...

核心观点 - 美股第二财报季呈现科技巨头受益于AI热潮与零售巨头受关税冲击的"冰火两重天"分化局面 [1] - 特朗普关税政策导致零售行业成本上升 企业通过提价转嫁压力 消费者面临通胀加剧风险 [2][4] 关税影响 - 沃尔玛、塔吉特和百思买等零售商确认关税已推动杂货、家居用品和电子产品价格上涨 [2] - J M Smucker公司因关税导致美国咖啡利润暴跌22% 旗下品牌包括福尔杰咖啡、唐恩都乐和Café Bustelo [2] - 荷美尔食品公司报告大宗商品投入成本大幅上升 季度业绩低于预期 股价下跌12% [2] - 联邦上诉法院驳回特朗普全球进口关税裁定 但关税政策在上诉期间保持不变 加剧行业不确定性 [2] 成本传导机制 - 沃尔玛首席执行官表示成本每周增加 预计第三和第四季度将持续以关税后价格水平补充库存 [4] - 零售商将不可避免地把关税带来的成本压力转嫁给消费者 [4] - 高收入消费者推动经济发展 低收入消费者受通胀关税挤压 形成K型经济分化 [4] 消费者端影响 - 密歇根大学消费者信心调查显示8月信心较7月下降近6% 较上年同期下降逾14% [4] - 消费者对明年通胀预期从4 5%上升至4 8% 耐用品购买力降至一年最低水平 [4] - 价格焦虑普遍存在于各年龄、收入和财富阶层人群 [5]