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早报 (07.12)| 险资入市重磅变化!引导长投、价投;美、加关税战缓和?特朗普称豁免“拭目以待”;黄仁勋身家赶超巴菲特
Ge Long Hui·2025-07-12 00:12

Group 1 - Nvidia's market capitalization reached $4.02 trillion, with CEO Jensen Huang's net worth surpassing $144 billion, ranking him ninth globally [2] - President Trump met with Jensen Huang to discuss a 50% import tariff on refined copper, effective August 1, aimed at boosting U.S. production in this sector [2] - The U.S. stock market saw declines across major indices, with the Dow Jones down 0.63%, Nasdaq down 0.22%, and S&P 500 down 0.33% [3][5] Group 2 - Major tech stocks showed mixed performance, with Google up 1.45%, Amazon up 1.24%, and Nvidia up 0.5%, while Apple fell 0.59% and Meta dropped 1.34% [3][5] - The Nasdaq Golden Dragon Index, which tracks Chinese stocks, fell 0.43%, with notable movements in companies like NIO and Li Auto [3] - Global asset performance was influenced by speculation regarding U.S. sanctions on Russian oil, leading to a rise in oil prices by over 2% [5] Group 3 - The U.S. fiscal year saw tariff revenues exceed $100 billion for the first time, with June's tariff revenue reaching $27 billion, a 301% year-over-year increase [22] - The Canadian government postponed retaliatory tariffs against U.S. aluminum and steel, extending negotiation periods until August 1 [8][9] - The demand for electricity from AI data centers has led U.S. power companies to seek significant rate increases, with applications totaling $29 billion, a 142% increase from the previous year [29]