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外汇交易员· 2025-09-02 13:04
Government Regulations & Policy Impact - US government revokes authorization for TSMC to freely ship necessary equipment to its major chip manufacturing base in mainland China, potentially weakening production capacity at its older-generation plant [1] - US to cancel TSMC's Nanjing factory's "Verified End User" (VEU) status [1] - US previously revoked VEU status for Samsung Electronics and SK Hynix's China factories, with exemptions expiring in approximately four months [1] Market Reaction - TSMC's US stock (美股) plunges 7% in pre-market trading [1]
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外汇交易员· 2025-09-02 09:37
Financial Performance - NIO's Q2 2025 revenue reached 1901 billion RMB, a year-over-year increase from 1745 billion RMB [1] - NIO experienced a net loss of 5141 billion RMB in Q2 2025, nearly the same as the 5126 billion RMB net loss in the same period last year [1] Production and Delivery - NIO anticipates Q3 deliveries to range between 87000 and 91000 vehicles [1] Market Reaction - NIO's stock experienced a significant pre-market drop of 17% [1]
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外汇交易员· 2025-09-02 09:07
Yield Trends - French 30-year government bond yield rose 6 basis points to 451%, a new high since June 2009 [1] - Spanish 30-year government bond yield increased 55 basis points to 43%, a new high since November 2023 [1] - Italian 30-year government bond yield climbed 5 basis points to 466%, a new high since April this year [1] Market Sentiment - Eurozone long-term government bond yields continue to rise, with the French 30-year government bond yield exceeding 45% for the first time since 2011 [1] - The spread between French and German bond yields has reached nearly 80 basis points, hovering at its widest level since April [1] Political Factors - France's political situation is weighing on the performance of French government bonds [1] - French Prime Minister Borne's minority government faces the risk of being ousted in a vote of confidence on September 8 [1]