Taiwan will not agree to a deal with the United States for half of all semiconductor production to take place in the country, the island's top tariff negotiator said on Wednesday after returning home. ...

美国贸易政策框架 - 当前存在两种关税计划：互惠关税根据各国对美贸易顺差规模设定不同税率，例如部分国家为10%，中国最高[8]；部门关税针对对经济和国家安全至关重要的制造业领域，如钢铁、铝、汽车、制药和未来的半导体[9][10] - 两种关税不会叠加，若某商品同时适用两种关税，则仅按部门关税执行，例如近期签署的基于国家安全的木材关税[12][13] - 贸易政策被视为国内政策，核心目标是增加美国就业和回流制造业，尽管涉及他国也带有外交属性[14][15] 针对特定行业的关税措施 - 计划对制药征收100%关税，对厨柜征收50%，对重型卡车征收25%，对软体家具征收30%，具体生效时间待定[7] - 部门关税重点覆盖钢铁、铝、汽车、制药及未来半导体等行业，旨在保障关键供应链安全并推动制造业回流[10] - 部分国家如加拿大对好莱坞电影设限，要求美国电影公司将其30%收入投入当地电影制作，变相构成收入转移[2][4] 对华贸易关系 - 美国对华平均关税约为55%，远高于中国对美关税，今年对华贸易逆差已缩减30%[17][18] - 政策目标并非脱钩，而是寻求稳定、平衡的非敏感商品贸易，避免经济胁迫和意外干扰[18] - 近期在马德里与中方就TikTok交易进行谈判，已获得中方高层明确批准意向，美方对达成协议信心较强[16][19][20] 关税实施进展与影响 - 新关税措施尚未全面生效，需先完成调查评估，总统态度积极但未给出硬性时间表[5][6][7] - 年度关税收入约3000亿美元，但目前未观察到商品价格因关税明显上涨，部分领域甚至出现下降[21] - 与东南亚国家如马来西亚正推进市场开放协议，预计总统10月底亚洲之行期间签署部分协议[22][23] 法律与政策工具 - 若AIPA诉讼未获最高法院支持，将转向更耗时的232条款（国家安全）和301条款（不公平贸易）作为替代工具[24][25] - 当前232条款关税未受最高法院诉讼挑战，301条款对华关税已获联邦巡回法院支持，法律基础稳固[26]

Key Takeaways A Pending Government Shutdown Did Not Shy Away Market BullsJOLTS Numbers Came In Higher, Chicago Business & Consumer Confidence LowerNIKE Beats Q1 Earnings, Swings to Positive Revenue GrowthTuesday, September 30, 2025Three of the four top market indexes notched fresh all-time closing highs today on renewed exuberance for AI, with NVIDIA (NVDA) becoming the first company ever to reach a market capitalization of $4.5 trillion. Even the small-cap Russell 2000, which spent most of the session in t ...

An exchange-traded fund tracking trillion dollar assets, including tech and crypto-related companies and products, debuted on Tuesday, the latest ETF to give U.S. investors exposure to the fast-growing digital asset and AI space.  Miami, Florida-based Defiance ETFs' Defiance Trillion Dollar Club Index ETF, which trades as TRIL, tracks the performance of the BITA Trillion Dollar Club Index, or "trillion dollar club," an index made up of companies such as Nvidia, Tesla, Microsoft, Apple, Alphabet, Amazon, and ...

TD Cowen analysts cited a "dynamic of volatility and limited visibility,†saying there are cleaner narratives elsewhere in the chip sector. ...

AI glasses are coming for your smartphone… how to invest… a headwind and tailwind pushing on today’s market… why the crypto market has been sucking wind… the key “bull-or-bear?” level to watchVIEW IN BROWSERMETA is one of the Magnificent 7 and a nearly $2 trillion company.It could double from here…But if so, it won’t happen by selling more ads or tweaking a newsfeed. Instead, it’ll be a result of owning the next computing form factor – AI smart glasses.If CEO Mark Zuckerberg’s bet on these AI glasses pays o ...

[Music] Welcome back to past market here on Schwab Network. Nvidia notching a new all-time high today. It comes after a couple of analysts become more bullish on the king of AI.Key bank is raising its price target to 250 while maintaining the equivalent of a buy rating, adding to the bullish sentiment. City is also boosting its price target on Nvidia. It's increasing it to 210, noting that it is more positive on Nvidia's product ramp up and competitive positioning shares right now higher by more than 2 and ...

BREAKING: Futures Fall Slightly After Dow Sets Record Close Get instant access to exclusive stock lists, expert market analysis and powerful tools with 2 months of IBD Digital for only $20! IBD Videos Get market updates, educational videos, webinars, and stock analysis. Get Started Learn how you can make more money with IBD's investing tools, top-performing stock lists, and educational content. The major equity indexes didn't move much in the stock market Tuesday, but there were plenty of big movers below t ...

市场整体表现 - 美股主要股指在第三季度末收高，道琼斯指数上涨约90点，标普500指数上涨0.4%，纳斯达克指数上涨0.3% [1] - 9月份标普500指数、纳斯达克综合指数和纳斯达克100指数均创下自2010年以来最佳9月表现，第三季度为2020年以来最佳 [21] - 罗素2000小型股指数近期创下历史新高，9月份表现创2007年以来最佳，第三季度表现创2009年以来最佳 [21] 板块与个股表现 - 科技(XLK)和通信服务(XLC)板块在9月份表现领先，跑赢标普500指数 [22][23] - 公用事业和非必需消费品板块表现良好，必需消费品、材料、能源、房地产和金融板块表现落后 [23] - 纳斯达克100指数中，特斯拉9月份大涨33.2%，Alphabet上涨14.2%，苹果上涨约10% [24][25] - 道琼斯指数成分股中，IBM 9月份上涨近30%，卡特彼勒上涨14%，联合健康上涨超10% [25] - 半导体板块表现强劲，西部数据9月份上涨近50%，美光科技上涨40%，英特尔上涨近40%，应用材料和ASML上涨超30% [28] 宏观经济与政策影响 - 市场似乎未受潜在的美国政府关门影响，表现相对乐观 [2][6][7] - 市场动态显示投资者更关注个股特质风险，而非宏观因素，隐含相关性降至约10% [8][9] - 若政府关门持续30-35天，可能对GDP产生经济影响，但市场当前更关注增长和生产率 [9][10] 企业盈利与资本支出 - 企业盈利增长预期为7%至10%，通胀处于目标区间上端有利于名义增长和盈利 [13] - 人工智能和生产力主题推动企业资本支出大幅增加，但投资者未来可能关注资本回报 [12][15][16] - 估值处于高位可能意味着未来3-5年回报率将处于预期下半部或下四分位 [17] 耐克公司业绩分析 - 耐克第一财季营收达117.2亿美元，超过预期的110.2亿美元，同比增长约1% [31][32][33] - 批发营收增长7%至68亿美元，直接面向消费者的耐克直营营收下降4%至45亿美元 [33][34] - 毛利率下降320个基点至42.2%，受平均售价降低、促销减少和北美关税影响 [35][36] - 公司正执行"立即取胜"战略，优先发展北美批发业务和跑步产品计划 [35] - 晨星公司分析师认为耐克股票被低估，公允价值估计为104美元 [48] 行业竞争与展望 - 运动服装市场竞争加剧，耐克面临来自On、Hoka、New Balance、Brooks和阿迪达斯等品牌的竞争 [46][47] - 耐克计划通过2026年2月奥运会和夏季世界杯等重大活动进行推广 [41][42] - 公司正在探索重新谈判亚洲制造商和供应链合同，并可能对100美元以上的高端产品提价5-10美元 [44][45]

NVIDIA Corporation (NASDAQ:NVDA) is among the 10 Best Money Making Stocks to Invest In. The company has recently launched a joint research lab in the UAE, in partnership with Abu Dhabi’s Technology Innovation Institute (TII), to focus on the development of next-gen AI models and robotics platforms. NVIDIA Corporation (NVDA), Abu Dhabi’s Technology Innovation Institute Launch Joint AI and Robotics Lab in UAE This is the company’s first AI Technology Center in the Middle East. According to a statement by T ...