周三，美股真正的“命运判官”要来了

Group 1 - The core focus of the market is on Nvidia's upcoming earnings report, which is expected to significantly influence market trends due to its substantial weight in the S&P 500 index, close to 8% [1][2] - Nvidia's market capitalization has surpassed $4 trillion, with its stock price increasing nearly 34% year-to-date, outperforming the S&P 500's 9.5% gain [2] - Analysts are monitoring key technical levels for Nvidia, including a 50-day moving average around $167 and a short-term resistance level at $184 [3] Group 2 - Intel's recent government stake, valued at approximately $11 billion, poses risks to its business, particularly if specific manufacturing thresholds are not met, potentially increasing government ownership to 15% [4][5] - The intervention by the Trump administration in Intel's operations has raised concerns about the impact on the company's agility and the broader business environment, drawing comparisons to unprecedented government actions during the 2008 financial crisis [5]