Market Overview - On August 7, US stock indices opened higher but the Dow Jones Industrial Average turned negative, down 44.17 points or 0.10% to 44148.95 [2][3] - The Nasdaq Composite rose by 173.95 points or 0.82% to 21343.37, while the S&P 500 increased by 19.19 points or 0.30% to 6364.25 [3] Semiconductor Sector - The semiconductor sector showed strength, with the Philadelphia Semiconductor Index rising over 2% at one point [5] - Notable performers included TSMC, which rose over 5%, AMD also up over 5%, and Micron Technology increasing by over 3% [5][6] - President Trump indicated new tariffs on semiconductors and chips may be announced soon, emphasizing the need for domestic manufacturing [6] Intel - Intel's stock fell over 3% following Trump's comments about the CEO's alleged conflicts of interest, calling for immediate resignation [7][8] Eli Lilly - Eli Lilly's stock dropped over 14%, marking its largest single-day decline since August 2000 [9] - The decline followed the release of disappointing phase three clinical trial data for an oral weight loss drug, which showed a 12.4% average weight loss after 72 weeks, lower than market expectations [11] Honda - Honda's stock fell over 2% after reporting a 50.2% year-on-year decline in net profit for the April to June period, attributed to US government tariff policies [12][14] - The company reported a net profit of 196.6 billion yen (approximately 96 million RMB) during this period [14]

Core Viewpoint - The article discusses the potential imposition of a 100% tariff on chips and semiconductors by the U.S. government, emphasizing the importance of domestic manufacturing and the implications for companies like Apple and Intel [2][4][5]. Group 1: Tariff Implications - President Trump announced that the U.S. will impose approximately 100% tariffs on chips and semiconductors, but companies manufacturing in the U.S. will be exempt from these tariffs [2][4]. - Companies like Apple, which have committed to significant investments in U.S. manufacturing, will not face these tariffs, as Trump indicated that they would be exempt due to their plans to build facilities in the U.S. [4][5]. - The tariffs are intended to hold companies accountable for not fulfilling commitments to manufacture in the U.S., with Trump stating that the tariffs will apply to all semiconductor products entering the U.S. [4][5]. Group 2: Corporate Responses - Apple CEO Tim Cook announced an additional investment of $100 billion in the U.S., bringing Apple's total investment commitment to $600 billion, which is seen as a strategy to avoid tariffs [4]. - Trump expressed confidence that many U.S. chip companies, including Intel, will return to domestic manufacturing, citing a trend of companies coming back due to his policies [5]. - Major semiconductor companies such as Intel, TSMC, Samsung, Texas Instruments, and Micron, which have committed to investing in U.S. facilities, will not be affected by the tariffs on their products manufactured domestically [5].

周四，台积电(TSM.US)涨近7%，报247.47美元。消息面上，美国总统特朗普8月6日表示，他计划对进 口芯片和半导体征收100%的关税，但将生产转移回美国的公司将获得关税豁免。中国台湾发展委员会 主任刘镜清表示，台积电因在美国设有工厂，因此获芯片关税豁免。至于其他可能受关税影响的中国台 湾企业，即使竞争对手面临同样的关税，他们"仍保持领先地位"。 ...

智通财经APP获悉，周四，台积电(TSM.US)涨近7%，报247.47美元。消息面上，美国总统特朗普8月6 日表示，他计划对进口芯片和半导体征收100%的关税，但将生产转移回美国的公司将获得关税豁免。 中国台湾发展委员会主任刘镜清表示，台积电因在美国设有工厂，因此获芯片关税豁免。至于其他可能 受关税影响的中国台湾企业，即使竞争对手面临同样的关税，他们"仍保持领先地位"。 ...

每经AI快讯，8月7日，美股半导体股多数走强，台积电涨超7%，美光科技涨超3%，AMD涨超3%，英 伟达涨超2%。英特尔跌近2%，特朗普称英特尔CEO必须立即辞职。 ...

美股开盘，三大指数集体上涨，纳指涨0.73%，标普500指数涨0.5%，道指涨0.6%。 苹果涨2.1%，追加1000亿在美投资额并启动"美国制造计划"，缓解市场对关税影响的担忧。 英伟达涨1.1%，高盛将英伟达的目标价从185美元上调至200美元，维持"买入"评级。 台积电涨5.8%，美国总统特朗普宣布将对进口半导体芯片"征收100%关税"，台积电有望获豁免。 英特尔跌超2%，美国总统特朗普称英特尔首席执行官存在严重的利益冲突，必须立即辞职。 礼来跌9.8%，口服减肥药Orforglipron在后期试验中使受试者体重下降近12%，低于华尔街预期的 13%-15%。 (格隆汇) ...

据央视新闻，特朗普周三宣布将对半导体和芯片进口征收100%关税，但为在美国建厂的公司提供豁 免。这一针对价值超6000亿美元关键行业的政策威胁引发市场广泛关注，但分析师敏锐指出，关键细节 仍不明确。 特朗普表示，关税政策将不适用于"在美国建厂"的公司。台积电、三星等已在美投资数千亿美元建厂的 主要芯片制造商股价周四上涨，市场预期这些公司可能获得豁免资格。 据报道，韩国贸易特使表示三星和SK海力士将免于100%关税，推动两家公司股价走高。分析师认为， 该政策可能进一步巩固大型芯片制造商的市场份额。 然而，政策的具体实施范围、豁免标准以及对复杂半导体供应链的影响仍存在诸多不确定性，为投资者 和行业参与者带来挑战。 大型厂商或成赢家 市场最关注的问题之一是企业需要在美国投入多少制造产能才能获得关税豁免资格。 台积电等在美国有重大投资的亚洲主要芯片公司股价在特朗普宣布后的周四上午交易中上涨。台积电今 年早些时候宣布将在美投资扩大至1650亿美元。 韩国三星和SK海力士的股价也在上涨，两家公司都已承诺在美国投资建厂。据报道，韩国贸易特使称 这两家公司将免于100%关税。 豁免范围仍不明确 除豁免问题外，潜在关税政策的许 ...

Group 1 - Financial instruments are designed to achieve specific tasks, necessitating a deeper understanding of their mechanics [1] - Tim Worstall is identified as a wholesaler of rare earth metals and an expert in scandium, contributing to various media outlets [1] Group 2 - The article does not provide any investment recommendations or advice, emphasizing that past performance does not guarantee future results [2] - Seeking Alpha clarifies that its analysts are third-party authors, which may include both professional and individual investors without necessary licenses [2]

来源 | 硬AI 软银集团正在加码人工智能硬件投资，大幅增持英伟达和台积电股份，这是孙正义抢占AI产业链核心环节的最新举措。 8月5日，据报道，监管文件显示，截至今年3月底， 软银对英伟达的持股价值从上一季度的10亿美元增至约30亿美元，同时新增约3.3亿美元台 积电股份和1.7亿美元甲骨文股份 。 这些押注正值英伟达市值突破4万亿美元、台积电接近万亿美元市值的关键时点。英伟达自4月初低点以来市值飙升约90%，台积电涨幅超 40%，为软银带来可观账面收益。 分析师预计， 软银将在周四公布的第二季度财报中实现净利润转正，主要受益于其重仓的AI相关资产强劲表现 。 与此同时，软银股价上月创下历史新高，投资者看好其通过与OpenAI合作的5000亿美元Stargate数据中心项目、收购芯片公司Ampere Computing以及对OpenAI追加300亿美元投资等举措，在AI竞赛中抢占先机。 这包括 软银与OpenAI、甲骨文和阿布扎比投资基金MGX合作的5000亿美元Stargate数据中心项目 ，以及他正在 游说台积电等公司参与的1万亿 美元亚利桑那州AI制造中心计划 。 重 仓 A I 硬 件 巨 头 押 注 ...

Good morning to you Dom and and that's a great question. There's a lot to unpack here. What we know is that President Trump has said that companies committed to building the US won't have that tariff charge. What we don't know is is the following.Will the tariffs apply to the raw chip itself or the end product like the phone or the laptop that's uh the chip is inside. How much investment will firms need in the US to avoid the tariffs. And how much of the product actually needs to be made in the US given the ...