智通财经网·2025-09-22 07:04Core Viewpoint - The new regulation signed by President Trump significantly increases the costs for companies applying for H-1B visas, raising the fee to $100,000 per year, which is expected to impact major tech companies heavily reliant on foreign talent [1][4]. Group 1: Impact on Stock Market - Following the announcement, U.S. stock index futures declined, with Dow futures down 0.14%, S&P 500 futures down 0.13%, and Nasdaq futures down 0.14% [2]. - The additional costs and potential project slowdowns may negatively affect short-term profitability for large tech companies, which are already facing high valuations in the U.S. stock market [6]. Group 2: Company Responses - Major tech companies like Amazon, Google, and Microsoft have advised H-1B visa holders to remain in the U.S. and delay any travel plans to avoid complications due to the new policy [4]. - The White House clarified that the new fee applies only to future visa applicants and does not affect current visa holders or renewals, which contrasts with earlier statements [4]. Group 3: Financial Implications - The new fee could lead to an additional annual cost of $40 billion for employers, considering there are approximately 400,000 H-1B visa holders in the U.S. [5]. - Companies may consider adjusting compensation structures, potentially replacing stock options or performance bonuses with the new visa fees, while still offering competitive salaries to attract talent [6]. Group 4: Long-term Considerations - The regulation may force large tech companies to establish training programs to develop domestic talent, as hiring foreign workers becomes more expensive [8]. - The Trump administration's ongoing restrictions on H-1B employment may lead to further challenges for companies in the future if the desired outcomes are not achieved [8].