We recently published 10 Big Names Investors Are Dumping. Broadcom Inc. (NASDAQ:AVGO) is one of the worst performers on Wednesday. Shares of Broadcom Inc. declined for a second day on Wednesday, shedding 3.84 percent to end at $346.17 apiece as investor concerns lingered after China launched two investigations into the US chip sector. Last weekend, China’s Ministry of Commerce announced that it launched an anti-dumping probe into certain US-made analog IC chips following a complaint made by Jiangsu Semic ...

U.S. stock futures were higher this morning, with the Dow futures gaining more than 50 points on Monday.Shares of New Mountain Finance Corporation NMFC fell sharply in pre-market trading.B of A Securities analyst Derek Hewett downgraded New Mountain Finance from Buy to Underperform and cut the price target from $11.75 to $10.New Mountain Finance shares dipped 4.4% to $10.01 in the pre-market trading session.Here are some other stocks moving lower in pre-market trading.Kindly MD Inc NAKA shares tumbled 37.1% ...

美中贸易谈判进展 - 美国财政部长斯科特·贝森特与贸易代表詹姆森·格里尔同中国副总理何立峰及贸易谈判代表李成刚在西班牙马德里举行第四轮双边会谈[1][2][3] - 谈判进入第二天 重点讨论关税税率、出口管制及TikTok剥离期限等核心分歧点[1][3] - 双方在技术细节方面取得良好进展 接近就TikTok问题达成协议[3] 半导体行业动态 - 中国针对美国半导体行业启动两项调查：包括对美制模拟IC芯片的反倾销调查及对中国芯片行业反歧视调查[4] - 美国上周五将23家中国公司加入实体清单后触发中方调查行动[5] - 中国市场监管机构初步调查发现英伟达违反反竞争法 将对该芯片巨头开展进一步调查[5] 地缘政治博弈 - 美方谈判代表称中方提出"非常激进的要求" 明确表示不愿为社交媒体应用牺牲国家安全[4] - 行业分析人士指出英伟达已成为双方谈判筹码 中方延长调查是向美方展示强硬立场的谈判策略[6] - 此次马德里会谈是四个月内第四轮双边会议 此前五月双方曾同意暂停大部分高额关税并撤回部分相互限制措施[3]

China launched two investigations targeting the US semiconductor sector ahead of planned talks between the two nations on trade and other issues.The Ministry of Commerce said in a statement on Saturday that it’s opened an anti-dumping probe relating to certain American-made analog IC chips, the sort of products sold by Texas Instruments Inc. and Analog Devices Inc. At the same time, the ministry also kicked off an anti-discrimination investigation into US moves against the Chinese chip sector, according to ...

贸易摩擦升级 - 中国商务部宣布对美国模拟集成电路芯片展开反倾销调查 涉及德州仪器和亚德诺半导体等公司产品 [2] - 中国同时启动反歧视调查 针对美国对中国芯片行业采取的限制措施 [2] - 美国近期将23家中国公司列入实体清单 限制其获取美国技术 [3] 半导体行业博弈 - 美国已切断中国获取最先进人工智能加速器的渠道 [4] - 英伟达部分低性能硬件产品的许可被用作谈判筹码 [4] - 中国指控美国采取系列限制措施 包括301调查和出口管制 涉嫌遏制中国先进计算芯片和人工智能产业发展 [5] 双边谈判进程 - 美国财政部长贝森特与中国副总理何立峰将在马德里举行多日会谈 讨论贸易经济和国家安全问题 [3] - 谈判涉及TikTok运营问题 该服务被美方估值高达5000亿美元 [6] - 反洗钱合作也将列入会议议程 [6] 调查时间框架 - 反倾销调查预计持续约一年 必要时可延长六个月 [7] - 反歧视调查通常需要三个月完成 [7] - 中国首次使用反规避调查工具 导致美国光纤进口被征收反倾销税 [5]