The trade war with China was tough on Nvidia Corp. (NASDAQ: NVDA) investors. ...

SAN FRANCISCO (AP) — Apple delivered financial results during its summertime quarter that exceeded analyst projections, despite being caught in the crosshairs of a global trade war at the same time the trendsetting company is scrambling to catch up to its Big Tech peers in the artificial intelligence race. The performance announced Thursday was driven largely by strong initial demand for its iPhone 17 lineup that went on sale last month. Although the iPhone 17 lacks the AI wizardry featured in rival devi ...

Nvidia Corp. Chief Executive Jensen Huang has become a familiar face in Washington, D.C., this year as his company finds itself at the center of the Trump administration's trade war with China. ...

公司业务与定位 - 公司设计、制造和服务商用飞机、国防系统、卫星以及太空探索技术 [2] - 公司还提供维护、培训和数字解决方案 [2] 投资观点与催化剂 - 公司被认为是贸易战中最明显的赢家，贸易伙伴为缩小贸易逆差可能需要购买飞机等大额商品 [1] - 公司股价在放弃大部分涨幅后，提供了一个接近底部的买入机会 [2] - 公司因计提非现金费用后，预计将呈现有限度的积极因素，推动股价上涨 [1] - 公司首席执行官被评价为非常出色的人选 [2]

Key Points U.S. and Chinese negotiators have struck a framework agreement to end the trade war and permit rare earth exports to the U.S. MP Materials has received U.S. government support to mine and refine rare earths in the U.S. Increased supply of rare earths from China -- and perhaps Malaysia, too -- could undercut MP's profits. 10 stocks we like better than MP Materials › MP Materials (NYSE: MP) stock, arguably the bellwether for the rare earths mining industry in the U.S. today, and a direct ...

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股市表现与宏观背景 - 股市表现超出预期并创下新纪录 尽管贸易战风险重燃且美国宏观经济表现不稳[1]

The stock market is defying all expectations and hitting fresh new records, despite a resurgence in trade war risks plus a shaky U.S. macroeconomy. In spite of this, now is hardly the time for complacency: in my view, thereWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seek ...

Accessible version FX Viewpoint USD: Maintaining a bearish bias amid growing 2-way risks Key takeaways Home, home in the range Despite steady market-relevant news flow and growing two-way risks, the DXY remains within its tightest range in more than a decade. FX positioning has moderated and conviction in the "short USD trade" has waned. The shutdown-induced data void is not helping. Global developments take FX market's eye off the Fed French and Japanese developments captivated the FX market for about a we ...

中美贸易战影响 - 中美贸易战对英伟达公司投资者造成困难 [1]