Group 1 - US stock market closed lower, with Dow down 0.46%, Nasdaq down 0.38%, and S&P 500 down 0.3%. Notable declines included Meta Platforms down 2.46%, Tesla down 1.35%, Apple down 1.3%, and Amazon down 0.76%. Microsoft saw a slight increase of 0.01%, while Google A rose by 1.65% [1] - Trump issued a 10-day ultimatum for a Russia-Ukraine agreement, threatening to impose tariffs on Russia if not met, and stated he is not concerned about oil prices [2] - Nvidia has placed a new order for 300,000 H20 chips from TSMC, moving beyond just selling inventory [3] - AI startup Anthropic is set to raise up to $5 billion at a valuation of $170 billion, led by Iconiq [4] - OpenAI released a study on ChatGPT, highlighting its potential to revolutionize traditional education [5] - Microsoft is in deep negotiations for long-term access to OpenAI technology, with a potential agreement expected in the coming weeks [6] - The EU plans to purchase AI chips worth €40 billion as part of a trade agreement with the US [7] Group 2 - AstraZeneca reported strong sales of cancer drugs, with Q2 revenue increasing by 12% year-on-year, exceeding expectations [8] - Novo Nordisk's stock plummeted by 21% after appointing a new CEO and lowering its annual guidance, citing underwhelming sales of the weight-loss drug Wegovy [9] - Major events in China include US-China trade talks in Stockholm, with a 90-day extension on previously suspended tariffs [10] - The IMF raised China's economic growth forecast for this year by 0.8 percentage points, indicating resilience in the global economy but cautioning about fragile prospects [12] - The Hong Kong Monetary Authority is inviting applications for stablecoin licenses until September 30 [13] - The Chinese government allocated 350 million yuan for disaster relief efforts in nine provinces [14] Group 3 - The Hong Kong Stablecoin Regulation, effective August 1, aims to establish a comprehensive regulatory framework for fiat-backed stablecoins, with a focus on enhancing cross-border payment systems [17] - The AI industry is seeing a push for standardized performance metrics for large AI models, with a workshop planned to discuss the framework [18] - Nvidia's new order for H20 chips is driven by strong demand in China, leading to accelerated capital expenditures from major internet companies like ByteDance, Tencent, and Alibaba [19][21] - ByteDance plans to invest significantly in AI infrastructure, with a projected capital expenditure of 160 billion yuan by 2025, focusing on AI computing power and data center construction [22]
7月30日早餐 | 中美举行经贸会谈;英伟达向台积电追单H20