Nvidia(US:NVDA) Tai Mei Ti A P P·2025-10-08 23:26Global Trade Outlook - The World Trade Organization (WTO) has significantly lowered its global goods trade growth forecast for 2026 to 0.5%, down from 1.8% predicted in August, due to weak global economic recovery and U.S. tariff policies [2] - The report also predicts a decline in global service export growth, with rates dropping from 6.8% in 2024 to 4.6% in 2025 and further to 4.4% in 2026 [2] Trade Resilience and Risks - WTO economists emphasize that trade restrictions and policy uncertainties are spreading across more economies and sectors, posing major downside risks [3] - Despite strong headwinds from unilateral tariff measures and trade policy uncertainties, global trade shows some resilience, supported by the stability provided by the multilateral trading system [3] Domestic Companies - Alibaba's Tongyi Qianwen model leader announced the establishment of a small team focused on robotics and embodied intelligence, indicating a shift towards foundational intelligent agents capable of long-horizon reasoning [4] - BYD reported a 5.52% year-on-year decline in September sales of new energy vehicles, totaling 396,300 units, with exports reaching 71,256 units [4] - Monster Charging's board has formally rejected a premium privatization offer from Hillhouse Capital, opting to proceed with its original privatization plan with a consortium led by CITIC Capital [5] International Companies - Tesla has launched a new version of the Model Y priced at $39,990, making it more affordable in response to the cancellation of U.S. electric vehicle subsidies [6] - Elon Musk's xAI is expected to raise $20 billion, exceeding initial plans, with NVIDIA as one of the equity investors [7] - OpenAI is exploring partnerships in Canada to enhance its artificial intelligence capabilities and infrastructure [8] Renewable Energy and Policy - The International Energy Agency forecasts strong growth in global renewable energy capacity, predicting an increase of 4,600 GW from 2025 to 2030, primarily driven by solar photovoltaic installations [10] - The National Development Bank of China has issued 978.1 billion yuan in special loans for urban village renovations since the start of the 14th Five-Year Plan [11] Stock Market and IPOs - Hong Kong Stock Exchange leads global IPO financing with over 180 billion HKD raised in the first three quarters of the year, attracting many Shenzhen companies [15] - The Hang Seng Index Company announced that certain companies, including Juewei Food, will be removed from the Hang Seng Index series due to their classification as ST stocks [16][17]