Asia-Pacific markets traded higher Tuesday, fueled by a tech rally on Wall Street after Nvidia announced a partnership with OpenAI, driving investor optimism about the future of artificial intelligence.Australia's ASX/S&P 200 rose 0.17%. South Korea's Kospi climbed 0.69%, while the small-cap Kosdaq added 0.28% at the open.Hong Kong's Hang Seng Index slipped 0.34% at the open. Hong Kong is bracing for a severe typhoon. The Hong Kong Observatory warned that conditions will begin to worsen later Tuesday, with ...

With President Donald Trump issuing a new $100,000 H-1B visa cost mandate, stock market mavens may wonder what impact the new visa rule will have on big tech companies and, in particular, on the Magnificent 7 stocks . Larger technology businesses have historically relied on less expensive, yet highly talented, labor from India and China (which comprise 71% and 12% of approved foreign workers in 2024, respectively) to drive their operations, especially in tech development. At $100,000 per foreign employee, ...

By Johann M Cherian and Kanchana Chakravarty (Reuters) -U.S. President Donald Trump imposed new fees on H-1B visas on Friday as part of his wide-ranging crackdown on immigration. Trump's executive order, which took effect at 12:01 a.m. EDT on Sunday (0401 GMT), hikes the fee for H-1B visa applicants to $100,000. It is a one-time fee applied only to new applicants and not holders of existing visas or those seeking renewals. WHAT IS THE H-1B VISA PROGRAM? Established under the Immigration Act of 1990, th ...

President Donald Trump’s former economic adviser said tariffs are raising the cost of doing business—and it may just be making your job search harder. Gary Cohn, who served as director of the National Economic Council during the first Trump administration, said businesses are feeling the insecurity of rising input costs thanks to tariffs. And because companies feel they can’t raise prices for consumers, they turn to what they can control. “The one lever they can pull to make sure they keep their margins ...

Indians account for more than 70% of all H-1B visas. A steep $100,000 entry fee, paid by employers, for every worker entering the US under the program will effectively gut it, forcing large What should worry Prime Minister Modi more is how the new rule is being implemented. Introduced as a travel restriction, it had the appearance of an economic sanction, an escalation of the punishment the US leader has meted out to a staunch ally in recent months.Also Read: H-1B visa jitters -- Indian techie spends $8,00 ...

Key TakeawaysForex Markets Show Divergence: The NZD/USD reached a two-week low, while EUR/USD extended losses below 1.1750 due to US Dollar strength and Eurozone political concerns. Conversely, GBP/USD posted modest gains above 1.3450 despite worries over the UK's fiscal health.Asian Equities Mixed: Indonesia's stock benchmark, the Jakarta Composite Index (JCI), saw a 0.4% gain at open, following earlier rate cuts that propelled it to a record high, while Hong Kong's Hang Seng Index (HSI) declined by 1% ami ...

政策变动核心内容 - 特朗普政府计划将H-1B签证申请费提高至10万美元 旨在保护美国就业和国家安全[1][2] - 新政策突然宣布且立即生效 最初未明确是否影响现有签证持有者 引发混乱[4] - 白宫后续澄清新费用仅适用于下一抽签周期的新申请人 但未能缓解恐慌情绪[4] 行业影响分析 - 科技巨头包括谷歌 苹果和Meta雇佣数千名H-1B签证持有者[7] - 大学和医院系统（如斯坦福和加州大学体系）依赖该签证招募讲师和研究团队[7] - 医疗保健行业受到特别严重冲击 非营利机构和医院难以承担高昂费用[13] - 初创企业和小型公司因成本压力无法负担签证申请[13] 人才供需现状 - 每年发放85,000个H-1B签证 其中20,000个预留美国高等学位持有者[8] - 2025财年抽签收到超过47万份申请 需求远超供应[8] - 商业团体对签证制度存在分歧 部分要求改革 部分主张扩大配额应对劳动力短缺[10] 企业应对措施 - 公司紧急评估招聘计划受影响程度[6] - 企业警告受影响员工立即返美并避免海外旅行[4] - 科技公司和大学出现人才争夺混乱局面[7] 个体案例表现 - 国际研究生视H-1B为留美关键途径 现有学生担心职业发展受阻[1][8] - 政府雇员薪资（约5万美元）与科技工作者存在显著差距 难以负担新费用[17][19] - 医疗从业人员因签证政策不稳定重新评估职业规划[20] 社会反应现象 - 移民群体出现社交媒体静默现象 担心网络言论影响签证 status[15] - 部分移民选择离开美国 已有数十人计划返回印度[15] - 移民转向YouTube和社交媒体意见领袖获取政策解读指导[16]

股价表现 - 腾讯控股2025年初以来股价累计上涨55.76% 9月17日收盘价661.50港元/股创近四年新高 市值达6.06万亿港元[4][9][11] - 阿里巴巴同期股价累计上涨97.75% 9月17日收盘价161.60港元/股创近四年新高 市值达3.08万亿港元[4][10][11] - 百度集团9月17日单日大涨15.72%至131港元/股创两年新高 年初以来累计涨幅达59.01%[5][11] 研发投入 - 腾讯控股2024年研发投入706.86亿元 较2018年229.36亿元增长超2倍 2025年上半年研发投入391.61亿元同比增长18.83%[7][16] - 阿里巴巴2024年研发投入571.51亿元 百度集团同期研发投入221.33亿元占营业收入比重16.63%[7][16] - 百度集团过去10年研发投入累计超1800亿元[16] 技术突破 - 腾讯云全面适配主流国产芯片 通过腾讯云开放AI落地能力 超700个业务场景应用AI技术[7][14][17] - 百度自研昆仑芯P800芯片训练文心大模型 在中国移动AI服务器集采项目中获得70%-100%份额[7][14] - 阿里巴巴自研AI芯片被指比肩英伟达H20芯片[1][7] 业绩表现 - 腾讯控股2024年营业收入6602.57亿元同比增长8.41% 归母净利润1940.73亿元同比增长68.44%[16][18] - 腾讯控股2025年上半年营业收入3645.26亿元同比增长13.69% 归母净利润1034.49亿元同比增长15.56%[16][18] - 百度集团2024年净利润237.60亿元同比增长16.96% 2025年上半年净利润150.39亿元同比增长37.52%[19] 市场评价 - 高盛给予腾讯控股"买入"评级 目标价701港元 将阿里巴巴港股目标价从158港元上调至174港元[12] - 腾讯控股与阿里巴巴市值年内合计增加约3.47万亿港元[12]

U.S. stocks surged to fresh record highs after the Federal Reserve cut interest rates for the first time in nine months and hinted at more easing ahead.The S&P 500, Nasdaq 100, Dow Jones, and Russell 2000 all closed at all-time highs.On the corporate front, Meta unveiled two new smart glasses at its Connect 2025 event, while Nvidia and Intel announced a major partnership to jointly develop future data center and PC products.See Also: Trump To Seal US-UK Tech Pact On AI, Chips And Quantum Computing During Lo ...

特斯拉H-1B签证诉讼 - 特斯拉因涉嫌系统性偏好H-1B签证持有者而非美国工人被提起集体诉讼 声称构成"工资盗窃"并违反联邦民权法 [2] - 2024年特斯拉在解雇6000多名美国工人同时雇佣约1355名H-1B签证持有人 原告称因不需要签证赞助而被拒绝就业机会 [3] - 案件结果可能为科技公司使用签证计划树立先例 影响行业招聘实践特别是公平薪酬和机会平等 [3] 印度赴美旅游下降 - 8月印度赴美游客同比下降15% 连续第三个月下降 6月降8% 7月降6% 夏季整体减少约10% [4] - 预计美国企业今夏游客支出损失约3.4亿美元 原因包括地缘政治紧张和签证延迟平均达四个月 [4][5] - 印度是快速扩张的出境游市场 预计到2030年国际旅行年支出达1440亿美元 [5] 加拿大木材行业面临关税 - 加拿大630亿美元木材行业面临特朗普政府贸易保护主义 特别是拟议的25%对美出口关税 [6] - 加拿大经济高度依赖对美贸易 76%出口(约占GDP20%)输往美国 关税可能降低竞争力导致经济衰退和失业增加 [7] - 对美国房屋建筑商而言 关税可能导致原材料成本上升 进一步影响建筑行业 [7] 欧盟排除大型科技公司 - 欧盟计划根据《数字市场法》将Alphabet、亚马逊、苹果、字节跳动、Meta和微软等"守门人"科技公司排除在新金融数据共享系统之外 [9] - 此举旨在防止科技巨头对新兴开放金融市场获得不当控制 确保公平竞争和保护欧洲金融数据 [10] - 行业团体批评该排除"不成比例" 可能抑制创新并损害消费者 最终谈判定于2025年6月恢复 [10] 洛克希德·马丁推出新型无人机 - 洛克希德·马丁推出Vectis隐形无人机 一种新型模块化协同作战飞机 专为多任务角色设计 [11] - 该无人机设计用于与F-22和F-35等先进战斗机无缝集成和编队 采用AI架构增强人机协作 [12] - 公司正进行大量投资 专注于实际飞行测试 将无人机与现有战斗机平台整合 确保未来几十年空中优势 [12]