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China stays conspicuously quiet after Trump's TikTok deal declaration
CNBC· 2025-09-26 09:52
交易结构 - TikTok美国业务将拆分为两家独立公司 其中一家新合资公司负责监管TikTok在美国的业务、数据和算法[2][3] - 字节跳动在新合资公司中持股比例低于20% 满足美国国家安全法要求[3] - 另一家新设美国公司将负责电子商务、品牌广告管理及与TikTok国际业务的联络[4] 政府态度 - 中国官方媒体对交易保持沉默 社交媒体讨论有限[1] - 复旦大学教授通过官方关联微博账号评价该协议为"双赢"[1] - 特朗普声称已获得中国最高领导人的批准[2] 执行细节 - 字节跳动未出席总统令签署仪式 中国驻新加坡使馆未回应评论请求[2] - 交易具体细节仍不明确 部分信息源自未具名消息来源[2][4]
Fever to fatigue? Pop Mart is actually happy that Labubu resale prices are dropping
CNBC· 2025-09-26 04:48
核心观点 - Labubu玩具在二手市场经历价格剧烈波动 从溢价2000%到价格腰斩 但公司认为这种调整符合其长期战略目标 [1][2][3] 市场表现 - 夏季Labubu盲盒玩具二手转售溢价高达2000%以上 引发加州发生价值3万美元的抢劫案 [1] - 当前二手市场热度消退 黄牛恐慌性抛售导致价格下跌50%或更多 [2] 公司战略 - 公司声明产品是为真正热爱艺术的消费者设计 强调艺术普及的重要性而非投机获利 [2] - 公司主动放弃短期炒作模式 转向更稳定可持续的运营策略 [3] - 二手市场虽然短期提升产品热度 但长期会疏远真实客户群体 公司拒绝成为昙花一现的品牌 [4] 行业观察 - 行业专家指出公司初期默许二手溢价炒作以提升市场渴求度 [3] - 行业分析认为过度依赖转售市场存在长期健康风险 [4]
Trump slaps 25% tariffs on heavy trucks imports, starting Oct. 1
CNBC· 2025-09-26 00:27
In an aerial view, trucks line up to enter a shipping berth at the Port of Oakland on Aug. 26, 2025 in Oakland, California.U.S. President Donald Trump said Thursday night stateside that he would impose a 25% tariff on imported heavy trucks from Oct. 1, part of his broader push to boost domestic manufacturing."All 'Heavy (big!) Trucks' made in other parts of the world" will face the higher tariffs, Trump said in a post on Truth Social, attributing the move to protecting U.S. manufacturers from "unfair outsid ...
Jim Cramer points out a stark divide in the economy
CNBC· 2025-09-26 00:05
CNBC's Jim Cramer on Thursday suggested the current economy is divided into two parts — a strong segment spurred on by the artificial intelligence boom and a weaker consumer portion that needs a boost from interest rate cuts."The writing is on the wall for a big chunk of the economy if we don't get more rate cuts, things are going to keep sinking," Cramer said. "The other part, the AI part, is totally indifferent to rates — most of these companies will never need to raise money, and even if they do, it seem ...
YouTube TV, NBCUniversal warn of impending carriage dispute that could lead to network blackout
CNBC· 2025-09-26 00:01
INGLEWOOD, CALIFORNIA - NOVEMBER 17: A detail view of a NBC Sunday Night Football video camera during the first half between the Cincinnati Bengals and the Los Angeles Chargers at SoFi Stadium on November 17, 2024 in Inglewood, California.YouTube TV subscribers may soon be without "Sunday Night Football," "The Voice" and other NBCUniversal programming as the parties ramp up for a carriage dispute that could lead to a blackout at the end of the month.CNBC reported the two sides could be headed for a potentia ...
U.S. to impose 100% tariff on branded, patented drugs unless firms build plants locally, Trump says
CNBC· 2025-09-25 23:39
President Donald Trump announced Thursday that the U.S. will impose a 100% tariff on "any branded or patented Pharmaceutical Product" entering the country from Oct. 1.The measure will not apply to companies building drug manufacturing plants in the U.S., Trump added.He said that the exemption covers projects where construction has started, including sites that have broken ground or are under construction."There will, therefore, be no Tariff on these Pharmaceutical Products if construction has started," Trum ...
Oil giant BP quietly steps out of the takeover spotlight
CNBC· 2025-09-25 23:10
British oil and gasoline company BP (British Petroleum) signage is being pictured in Warsaw, Poland, on July 29, 2024.Five months ago, British energy major BP was firmly in the spotlight as a prime takeover candidate. Now, not so much.Shares of the London-listed oil giant have climbed more than 32% since early April, outperforming many of its U.S. and European rivals.The improving sentiment can be attributed to a range of factors, including BP's fundamental strategic reset, a leadership shake-up, progress o ...
Tesla's continuing sales slump in Europe weighs on stock price
CNBC· 2025-09-25 23:00
Elon Musk, CEO of SpaceX and Tesla, attends the Viva Technology conference at the Porte de Versailles exhibition center in Paris on June 16, 2023.Tesla shares fell more than 4% on Thursday after data out of Europe showed a continuing sales slump for the automaker, despite strong demand for fully electric vehicles in the region. Tesla EV registrations in Europe, a proxy for sales, fell by about 23% year-over-year in August, according to data from the European Automobile Manufacturers' Association (ACEA) on T ...
Jim Cramer says to take a 'wait and see' approach to homebuilders as interest rate cuts fail to bring down mortgage rates
CNBC· 2025-09-25 22:45
CNBC's Jim Cramer on Thursday reviewed recent earnings reports from major homebuilders Lennar and KB Home, expressing concern that the Federal Reserve's rate cuts won't help bring down mortgage rates."I think it's better to take a wait-and-see approach to the homebuilders, just in case we see a repeat of last fall, where the Fed started cutting and it didn't make a difference," he said. "If anything, it drove the bond market in the wrong direction and mortgage rates higher."The Fed lowered its benchmark bor ...
Shale oil execs say Trump policies are hurting investment, 'business is broken'
CNBC· 2025-09-25 21:28
U.S. President Donald Trump speaks during the 80th session of the United Nations General Assembly (UNGA) at the UN headquarters on Sept. 23, 2025 in New York City.Shale oil executives say President Donald Trump is hurting investment in the oil patch, and are giving a grim outlook for the future of the industry that turned the U.S. into the largest crude producer in the world.The executives' anonymous comments were published in a quarterly survey of oil and gas companies by the Federal Reserve Bank of Dallas ...