Nvidia(US:NVDA) Hua Er Jie Jian Wen·2025-07-18 23:01Market Overview - Trump is pushing for higher tariffs on EU goods, with a potential minimum tariff of 15%-20% on all EU products, affecting up to 70% of imports from certain countries [3][10] - The U.S. consumer inflation expectations have improved, contributing to mixed performance in the stock market, with tech stocks supporting a slight rise in the Nasdaq [2] - The Federal Reserve's Waller supports a rate cut in July, indicating a potential shift in monetary policy [11] Economic Policy and Regulation - The National Committee of the Chinese People's Political Consultative Conference held a meeting to analyze macroeconomic trends and strategize for the "14th Five-Year Plan" [9] - The Ministry of Industry and Information Technology (MIIT) is focusing on phasing out outdated production capacity and promoting digital transformation in key industries [9] - The Chinese government is expected to introduce new policies to stimulate consumption and expand domestic demand [14] Cryptocurrency and Financial Markets - The global cryptocurrency market has surpassed $4 trillion for the first time, with stablecoins being viewed as a tool to enhance the strength of the U.S. dollar [3][13] - Ethereum's spot ETF has seen record inflows, attracting over $7 billion in a single day, indicating strong market interest [21] Company Developments - Nvidia's stock has shown signs of overheating, with analysts cautioning about potential corrections following significant price increases [12] - Barclays has compared Futu to a combination of Robinhood, Coinbase, and Fidelity, highlighting its growth potential in the Asian market [17] - Saab's Q2 earnings exceeded expectations, leading to an upward revision of its annual sales guidance, driven by increased military spending in Europe [23]