Core Viewpoint - The article discusses the impact of rising trade tensions and tariffs on the U.S. stock market, particularly focusing on the recent actions by President Trump against Canada and the implications for major companies like Nvidia and the cryptocurrency market. Group 1: Trade Tensions and Stock Market Impact - Following Trump's announcement of a 35% tariff on Canada, the U.S. stock market experienced a decline, with the Dow Jones dropping over 300 points and the S&P 500 index falling approximately 0.3% [2][4] - Trump's justification for the tariffs is linked to the fentanyl crisis, and he indicated that further increases in tariffs could occur if Canada retaliates [3] - Market analysts suggest that despite the heightened rhetoric around trade, the overall impact on the market has been limited, although a correction was anticipated due to high valuations [4][5] Group 2: Nvidia's Performance - Nvidia's stock reached a new high of $167.89, with a total market capitalization of $4.07 trillion, driven by investor confidence in its leadership in the AI sector [9][12] - CEO Jensen Huang sold approximately $36.4 million worth of Nvidia shares as part of a pre-arranged plan, which has been ongoing since March [10][11] - Nvidia's market capitalization milestone reflects its significant growth amid the ongoing AI boom, with Huang's personal wealth also seeing a substantial increase [11][13] Group 3: Cryptocurrency Market Developments - Bitcoin surged to a new high, contributing to a broader increase in cryptocurrency stocks, as the market anticipates favorable regulatory developments during the upcoming "Crypto Week" [15][16] - The U.S. House of Representatives is set to discuss three major cryptocurrency bills, which could provide a long-awaited regulatory framework for the industry [17] - Bitcoin's price increased by 4% to $118,865, marking a 26% rise year-to-date and a nearly 41% increase over the past three months, reflecting growing institutional confidence [19][20]
今夜!创新高!
中国基金报·2025-07-11 16:04