早报 (04.16)| 特朗普新动作!调查关键矿产进口、威胁哈佛!欧美贸易谈判陷僵局;英伟达利空突袭盘后“闪崩”!
NvidiaNvidia(US:NVDA) Ge Long Hui·2025-04-16 00:30

Group 1 - The U.S. government is investigating national security risks associated with reliance on imported critical minerals and their derivatives [2] - U.S.-EU trade negotiations are stalled, with the U.S. refusing to eliminate most tariffs and seeking higher drug prices from the EU [2] - Canada has announced the removal of some countermeasures on U.S. imported cars to support its domestic automotive industry [2] Group 2 - U.S. stock markets opened high but closed lower, with the Nasdaq down 0.05%, S&P 500 down 0.17%, and Dow Jones down 0.39% [3][5] - Major tech stocks showed mixed results, with Netflix up over 4% and Nvidia down over 6% after facing export restrictions [3][8] - Chinese concept stocks mostly declined, with Zeekr down 8.84% and Xpeng down over 6% [3] Group 3 - Nvidia's stock fell over 6% due to a $5.5 billion quarterly expense related to U.S. export restrictions on H20 GPUs [8] - The U.S. Treasury Secretary expressed hope for a significant trade agreement with Beijing, emphasizing the unsustainable nature of current tariffs [11] - Brazil has overtaken the U.S. as China's largest soybean supplier, with significant purchases made recently [12] Group 4 - Xpeng Motors plans to launch its first flying car, priced under $300,000, with a production target of 10,000 units annually [14] - Tesla's CEO announced an upcoming fully autonomous driving solution based on AI technology [15] - LVMH's Q1 sales fell 3% to €20.31 billion, leading to a drop in stock price and allowing Hermès to surpass it as the most valuable luxury brand [17]