Market Updates - The Shanghai Stock Exchange reported that Tianpu Co., Ltd. has experienced multiple abnormal fluctuations, prompting the company to issue risk warning announcements and urging investors to exercise caution [2][5] - Nvidia announced a $5 billion investment in Intel, aiming to co-develop multiple generations of customized data center and PC products [2][5] Policy and Regulation - The Shanghai Municipal Economic and Information Commission released a draft for public consultation on the "Implementation Rules for Promoting the Accelerated Development of High-Growth Enterprises," which includes support measures for high-growth companies [3][6] Industry Insights - The National Health Commission and the Ministry of Finance issued guidelines for a childcare subsidy system, ensuring timely and adequate distribution of subsidies [5] - The National Bureau of Statistics held a press conference to discuss the construction of comprehensive data element pilot zones, emphasizing support for local initiatives and collaboration [5] - The China Charging Alliance reported that from January to August, the increase in charging infrastructure reached 4.53 million units, a year-on-year increase of 88.5% [6] Financial Market Trends - The second batch of 14 Sci-Tech Innovation Bond ETFs was launched, with a total issuance scale exceeding 40 billion yuan, while the first batch of 10 ETFs saw a significant increase in scale [7] - The Federal Reserve announced a 25 basis point reduction in the federal funds rate target range to between 4.00% and 4.25%, interpreted as a "preventive" rate cut [9][10] Corporate Developments - Huawei announced its future plans for Ascend chips, with new models expected to be released between 2026 and 2028, indicating a shift towards a more integrated and open-source strategy [12] - Samsung has informed major clients of a price increase for DRAM products by 15% to 30%, driven by strong demand from North American internet giants and the expanding AI application market [13] - Neusoft Group received a notification from a major domestic automotive manufacturer, expecting a total supply amount of approximately 5.6 billion yuan for smart cockpit domain controllers [15] - Fulin Precision signed a prepayment agreement with CATL for 1.5 billion yuan to secure lithium iron phosphate supply [16] - Changan Automobile has fulfilled its commitment to a 60-day payment term and is exploring new technologies and products, including humanoid robots and flying cars [17][18] - Zhijiang Biology's monkeypox virus nucleic acid test kit has been included in the WHO emergency use list, indicating international recognition of the product [19]

来源：环球市场播报 欲览更多环球财经资讯，请移步7×24小时实时财经新闻 市场 收盘：三大指数与小盘股齐创新高 联储降息提振市场信心 9月18日美股成交额前20：英特尔大涨逾20%，英伟达将向其投资50亿美元 周四热门中概多数下跌，网易跌4.04%，腾讯音乐跌4.06% 周四油价下跌：美国经济担忧压倒美联储降息影响 现货黄金跌0.41% 纽约期金跌约1.1% 欧洲股市受美联储降息提振上涨 焦点转向美国就业数据 宏观 特朗普政府要求最高法院允许解雇美联储理事丽莎·库克 特朗普请求最高法院允许罢免美联储理事库克 美国政府停摆危机逼近 民主党高层考虑为医保硬杠共和党 特朗普：现在似乎不是要求普京停火的时候 特朗普：普京让我失望 呼吁盟友停止购买俄油 特朗普寻求加快大型电力项目，以满足AI需求 美联储隔夜逆回购协议使用量降至2021年4月以来最低 美国财政部发行10年期TIPS获得疲软需求 米莱政府压力日增 阿根廷美元债券跌至近一年低点 阿根廷央行周四抛售3.79亿美元以捍卫比索 美国移民海关执法局下属部门签署300万美元新合同，采购手机破解技术 以色列常驻联合国代表：以总理本月底将与特朗普见面 机构称英伟达投资英特 ...

Group 1: Chip Stocks Performance - Chip stocks showed strong performance with Intel rising over 22%, Applied Materials and ASML increasing over 6%, and Micron Technology up over 5% [1] - Nvidia's stock price reached $176.24, up 3.49%, with a market capitalization of $4.28 trillion, adding $144.6 billion (approximately 102.85 billion RMB) to its market value overnight [1] Group 2: IPO and Market Trends - Cybersecurity company NetSkope saw an 18% increase on its first day of trading in the U.S. IPO market [1] - The Nasdaq Golden Dragon China Index fell by 1.79%, with notable declines in stocks such as NetEase (over 4%), Bilibili (over 3%), and others like Weibo, Li Auto, and Alibaba (over 2%) [2] Group 3: Federal Reserve Interest Rate Decision - The Federal Reserve announced a 25 basis point cut in the federal funds rate target range to between 4.00% and 4.25%, marking the first rate cut of the year and following three cuts last year [5] - Fed Chairman Jerome Powell highlighted the challenge of balancing rising inflation with a weak labor market, indicating a "dual risk" scenario [7][9] Group 4: Economic Implications of Rate Cuts - Analysts suggest that the Fed's rate cut is primarily driven by downward pressure from weak employment, with a shift in focus towards job stability as a core concern [8] - The rate cut is expected to lower borrowing costs, potentially stimulating demand and supporting employment, although external factors like tariffs and immigration policies may negatively impact consumer and business confidence [9]

Group 1 - US stock markets closed higher with the Dow Jones up 0.27%, Nasdaq up 0.94%, and S&P 500 up 0.48% [5] - Chip stocks performed strongly, with Intel rising over 22%, Applied Materials and ASML up over 6%, Micron Technology up over 5%, and Nvidia up over 3% [5] - The Nasdaq Golden Dragon China Index fell by 1.79%, with notable declines in stocks like NetEase down over 4% and Bilibili down over 3% [5] Group 2 - The international gold futures fell by 1.07%, settling at $3678.2 per ounce, while silver futures dropped by 0.12% to $42.1 per ounce [6] - International oil prices saw a slight decline, with WTI crude oil down 0.61% at $63.31 per barrel and Brent crude down 0.71% at $66.98 per barrel [7] Group 3 - The Chinese Ministry of Commerce urged the EU not to weaponize tariffs and to eliminate market barriers, emphasizing the importance of fair competition in the electric vehicle sector [10] - The Ministry of Science and Technology reported that China's R&D investment exceeded 3.6 trillion yuan in 2024, a 48% increase from 2020, with a research intensity of 2.68% [10] Group 4 - Huawei's rotating chairman announced that the Atlas 950 SuperPoD, with a computing power of 8192 cards, is expected to launch in Q4 2025, claiming it will be the strongest computing node globally [19] - Nvidia announced a partnership with Intel, where Intel will customize x86 CPUs for Nvidia, which will invest $5 billion in Intel shares at $23.28 per share [18] Group 5 - Alibaba's market capitalization returned to 3 trillion HKD, with reports of Jack Ma's increased involvement in the company, potentially impacting its business strategy [21] - Cambricon Technologies reported a staggering revenue increase of 4347.82% year-on-year for the first half of 2025, driven by demand for AI chips [23]

美国芯片行业在周四经历剧烈震动。英伟达(NVDA.US)意外宣布收购英特尔(INTC.US)5%股份，引发华 尔街高度关注，而美国政府成为此次交易中最大的赢家。 根据最新披露的数据，美国联邦政府上月以每股20.47美元的价格购入4.33亿股英特尔股票，总投资额约 为89亿美元。截至周四收盘，英特尔股价一度冲高至32.38美元，最终收于30.57美元，单日暴涨 22.77%。这意味着，短短一个月时间，政府账面浮盈已接近50%，即44亿美元，持股市值突破130亿美 元。 英伟达股价在消息公布后同样上涨，收涨3.49%至176.24美元，带动美股主要指数走高。标普500指数上 涨0.48%，纳指上涨0.94%。 Gordon Haskett分析师Don Bilson表示："虽然这次收益不及国防部投资稀土矿商MP Materials(MP.US)带 来的账面增长，其意义依然重大。"国防部今年7月曾以每股30美元购入MP Materials约2500万股，旨在 保障美国军方稀土磁体供应，该笔投资目前价值已翻倍，账面盈利接近10亿美元。 近年来，美国政府逐步加大对关键产业的直接投资，这一趋势令投资者颇感复杂。过去，政府通 ...

Market Performance - Major US indices including the Dow Jones, Nasdaq, S&P 500, and Russell 2000 reached all-time highs following the Federal Reserve's announcement of a 25 basis point interest rate cut [1] - The Dow Jones increased by 124.10 points (0.27%) to 46,142.42, Nasdaq rose by 209.40 points (0.94%) to 22,470.73, S&P 500 gained 31.61 points (0.48%) to 6,631.96, and Russell 2000 climbed 59.317 points (2.46%) to 2,466.662 [1] European Market - The German DAX30 index rose by 343.44 points (1.47%) to 23,690.39, while the UK FTSE 100 increased by 17.53 points (0.19%) to 9,225.90 [2] - The French CAC40 index gained 67.63 points (0.87%) to 7,854.61, and the Euro Stoxx 50 index rose by 91.65 points (1.71%) to 5,461.35 [2] Commodity Prices - Light crude oil futures for October fell by $0.48 to $63.57 per barrel (0.75% decrease), while Brent crude for November dropped by $0.51 to $67.44 per barrel (0.75% decrease) [2] - Spot gold decreased by 0.42% to $3,644.4, with long-term bullish sentiment on gold prices due to factors like US fiscal deficits and central bank purchases [4] Employment Data - A technical error led to a significant underreporting of unemployment claims in North Carolina, with the correct number expected to increase by approximately 20,000 once adjusted [5] - The reported number for the week ending September 6 was only 205, while the actual figure should have been around 19,355 [5] Corporate News - ExxonMobil plans to focus on long-term growth in fossil fuels, expecting stable energy demand through 2050, and aims to double LNG sales by 2030 [7] - Google is integrating its Gemini AI model into the Chrome browser, enhancing user experience by providing explanations and information consolidation [7] - Nvidia's unexpected investment in Intel has led to a significant stock price increase, with the US government's stake now valued at approximately $14 billion, reflecting a paper gain of $4.9 billion [8]

Economic Overview - The U.S. stock market indices reached new highs, buoyed by the Federal Reserve's interest rate cut and Nvidia's investment in Intel, which sparked a rally in chip stocks [1] - The latest data from the U.S. Labor Department indicated a decrease in initial jobless claims, but the overall labor market is showing signs of cooling, with weakened demand and supply for labor [1] - The Federal Reserve cut the federal funds rate by 25 basis points and is expected to maintain a steady rate cut pace through 2025 to support the labor market [1] Market Dynamics - The Dow Jones increased by 124.10 points (0.27%) to close at 46,142.42, the Nasdaq rose by 209.40 points (0.94%) to 22,470.73, and the S&P 500 gained 31.61 points (0.48%) to 6,631.96 [3] - Among the 11 sectors of the S&P 500, 7 sectors saw gains, with the information technology sector up by 1.36% and the financial sector up by 0.6% [3] Company News - Nvidia's stock rose by 3.49%, while Intel surged by 22.77%, marking its best single-day performance in nearly 38 years after Nvidia announced a $5 billion investment in Intel for joint development of PC and data center chips [4] - Microsoft announced plans to invest over $7 billion to build the "world's strongest AI data center" in Wisconsin, with an initial investment of $3.3 billion for the first data center and an additional $4 billion for a second [7] - Google integrated its self-developed AI model, Gemini, into the Chrome browser, enhancing user experience by providing explanations of web pages and integrating with other Google services [7] Sector Performance - Small-cap stocks, represented by the Russell 2000 index, rose by 2.4%, reaching a record high, benefiting from a low-interest-rate environment [1] - The cybersecurity sector saw significant gains, with NetSkope's IPO rising by 18.37% and CrowdStrike increasing by 12.8% after multiple investment banks raised their target prices [4][5]

Group 1 - The U.S. stock market saw all three major indices close higher, with the Dow Jones up 0.27%, Nasdaq up 0.94%, and S&P 500 up 0.48%, marking new closing highs [3] - Chip stocks performed strongly, with Intel rising over 22%, Applied Materials and ASML up over 6%, Micron Technology up over 5%, and Nvidia up over 3% [3] - Chinese concept stocks mostly declined, with the Nasdaq Golden Dragon China Index down 1.79%, and notable declines in companies like NetEase and Bilibili [3] Group 2 - International precious metal futures generally fell, with COMEX gold futures down 1.07% at $3678.2 per ounce, and COMEX silver futures down 0.12% at $42.1 per ounce [4] - International oil prices slightly decreased, with WTI crude oil down 0.61% at $63.31 per barrel, and Brent crude oil down 0.71% at $66.98 per barrel [5] Group 3 - The European stock indices all closed higher, with Germany's DAX up 1.35% at 23674.53 points, France's CAC40 up 0.87% at 7854.61 points, and the UK's FTSE 100 up 0.21% at 9228.11 points [6] Group 4 - The Chinese Ministry of Commerce expressed hope that the EU would not weaponize tariffs and called for the elimination of market barriers, emphasizing the importance of fair competition in the electric vehicle sector [8] - The Chinese Ministry of Science and Technology reported that national R&D investment exceeded 3.6 trillion yuan in 2024, a 48% increase from 2020, with a research intensity of 2.68% [9] Group 5 - The National Health Commission and the Ministry of Finance issued new regulations on childcare subsidies, streamlining the application process and emphasizing online applications [10] - The Shanghai Education Commission reported issues with school lunches supplied by a specific company, indicating ongoing investigations and quality control measures [10] Group 6 - The Hong Kong police arrested 13 individuals in connection with a gold theft case, recovering approximately 65 kilograms of stolen gold valued at around 50 million HKD [11] - Beijing announced the social insurance contribution limits for 2025, with a maximum monthly contribution base of 35,811 yuan and a minimum of 7,162 yuan [7] Group 7 - The film "731" achieved a single-day box office of over 3 billion yuan, setting two records in Chinese film history [13] - The U.S. vetoed a UN Security Council resolution regarding a ceasefire in Gaza, with 14 votes in favor and the U.S. voting against [13] Group 8 - Nvidia announced a partnership with Intel, where Intel will customize x86 CPUs for Nvidia, which will integrate them into AI infrastructure platforms [16] - Huawei's Xu Zhijun stated that the Atlas 950 super node will surpass Nvidia in computing power, with a scale of 8192 cards expected to launch in Q4 of this year [17][18] Group 9 - Alibaba's market value returned to 3 trillion HKD amid reports of Jack Ma's increased involvement in the company, which may positively impact its business strategy [19] - Cambrian Technology reported a staggering revenue increase of 4347.82% year-on-year, driven by AI chip products and partnerships with leading tech firms [20] Group 10 - DeepSeek issued a statement warning users about scams involving impersonation and fraudulent activities related to their services [21] - The pre-prepared food controversy continues to affect the restaurant industry, with notable establishments removing claims of serving freshly made dishes [23] Group 11 - Nestlé Group has experienced significant management changes, including the dismissal of its CEO and the appointment of a new chairman, raising concerns about strategic execution [24] - The trial of former executives from Zhongzhi Enterprise Group for illegal public deposit collection commenced, highlighting ongoing legal issues in the corporate sector [26]

(本文来自第一财经) 美股周四收盘，道指收涨0.27%、标普500指数涨0.48%，纳指涨0.94%，均创下历史收盘新高。英特尔 (INTC.O)涨22.7%，英伟达(NVDA.O)涨超3%，特斯拉(TSLA.O)跌2%。纳斯达克中国金龙指数收跌 1.79%，阿里巴巴(BABA.N)跌超2%，网易(NTES.O)跌4%。 ...

Group 1 - The Trump administration is requesting the Supreme Court to allow the dismissal of Federal Reserve Governor Lisa Cook, following a lower court's ruling that blocked her removal [4][6] - Cook participated in the Federal Open Market Committee meeting where a decision was made to lower the benchmark overnight lending rate by 0.25 percentage points [4] Group 2 - The U.S. government is approaching a shutdown crisis, with Democratic leaders considering strategies to counter the Republican agenda, particularly regarding healthcare [8] - This marks a significant shift for the Democrats, who previously agreed to a temporary funding bill under pressure from the Trump administration [8] Group 3 - Google is adding Gemini to its Chrome browser to enhance AI search capabilities, aiming to compete with startups like OpenAI and Perplexity [10][11] - The new feature will assist users in understanding webpage content and performing tasks across tabs, while maintaining Chrome's speed and security [11] Group 4 - NVIDIA and Intel are collaborating to develop products, with NVIDIA becoming one of Intel's largest shareholders after a significant investment, leading to a 23% surge in Intel's stock price [13] - The partnership will focus on joint development of PC and data center chips, although Intel's foundry services will not produce chips for NVIDIA [13] Group 5 - The Bank of England's Governor Andrew Bailey indicated that the interest rate cut cycle is not over, citing risks from a cooling labor market [17][18] - The Monetary Policy Committee voted to maintain the interest rate at 4%, with ongoing concerns about inflation and labor market conditions [17]