金十数据7月11日讯，美股周五收盘，道指初步收跌0.63%、纳指跌0.22%，标普500指数跌0.33%。英特 尔(INTC.O)跌1.64%，苹果(AAPL.O)跌0.59%，英伟达(NVDA.O)涨0.5%。纳斯达克中国金龙指数收跌 0.43%，百度(BIDU.O)、哔哩哔哩(BILI.O)跌近2%。 美股收盘：三大股指集体收跌 ...

We did have though the Russell 2000 posting its ninth day of gains in 10 S&P and NASDAQ coming off record highs and Steph you have the president talking about and threatening more tariffs and UBS really hits the nail on the head today. The remarkable resilience of the US equity market persists and that's what the story is and that's what the story remains. The question is can it continue to do that.It can tell tell our viewers why you think so. Yes, the market is resilient despite the noise with regards to ...

英伟达涨超1%，股价续创历史新高。 ...

Do you guys remember when Navitas (NASDAQ: NVTS ) was a $2 stock? It took a big venture prospect with Nvidia ( NVDA ), which boosted the stock to the $6.50 mark we see today. AtI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve around is ...

英伟达涨超1%，股价再创新高。 ...

Market Overview & Trade Tensions - Market futures indicate a negative trend due to President Trump's tariff agenda, including a 35% tariff on Canadian imports and potential tariffs on the EU [2][3][4] - The Canadian dollar initially fell 0.6% against the US dollar following the tariff announcement, while the euro also declined, heading for a weekly decline of approximately 0.9% [5] - The dollar index is down around 9% this year, reflecting concerns about the impact of recent policy decisions on the US economy [6] Cryptocurrency Market - Bitcoin reached a new record high of $118,047.96, with Ethereum also experiencing a significant jump of 5.7% [7] - Bitcoin is becoming a less volatile asset, signaling a bullish trend, with developments in stablecoin and tokenization of stocks contributing to the crypto industry's growth [9][10] - Congress is expected to review three different crypto-related bills, potentially acting as a catalyst for further Bitcoin growth [10] Trending Stocks & Sector Performance - Car maker Stellantis is down over 2% in pre-market trading due to its exposure to Canadian tariffs, with the stock down nearly 15% this year [11][13] - Lionus Rare Earths surged as much as 16% as Western countries aim to reduce reliance on China, with the US government guaranteeing a price roughly double the current price offered by China [14][15] - Levi Strauss shares rose in pre-market after beating quarterly expectations, revising revenue forecasts to 1-2% growth despite tariffs [16][17] - The XLI industrials sector has quietly outperformed this year, driven by AI and aerospace, with Boeing and Airbus up over 30% year-to-date [17][19] Earnings Season & Economic Indicators - Levi and Delta reported solid earnings, with Delta reinstating guidance and shares rising around 12% [30][40] - Initial jobless claims declined by approximately 5,000 versus the prior week, indicating a relatively solid economic footing [33][43] - JP Morgan CEO Jamie Diamond is pricing in a higher probability of higher interest rates (40-50% chance) compared to the market's 20% [34][45] Apple's Challenges & Copper Market - Apple's stock is down 15% year-to-date, leading to discussions about potential CEO replacement due to struggles in AI [46][55] - A 50% tariff on copper has created a trade opportunity, with US copper prices surging 13% after the announcement and being roughly 28% higher than London Metal Exchange prices [58][59]

智通财经7月11日电，英伟达(NVDA.US)周五涨逾1%，报165.94美元，股价一度触及166.6美元，再创历 史新高，总市值达4.06万亿美元。 英伟达涨逾1% 股价再创新高 ...

Group 1 - Nvidia CEO Jensen Huang sold approximately $36.4 million worth of stock, totaling 225,000 shares, as part of a prearranged plan to unload up to 6 million shares by the end of the year [1][2] - Huang's previous stock sales included a $15 million sale in June and about $700 million worth of shares sold last year under a similar plan [2] - Nvidia's stock price increased by about 1% on the day of Huang's recent stock sale [2] Group 2 - Huang's net worth has increased significantly, rising by over 25%, or approximately $29 billion, since the beginning of 2025, reaching $143 billion [3] - As of the latest analysis, Huang's net worth positions him closely with Warren Buffett, with Huang at $143.7 billion and Buffett at $142.1 billion [4]

Core Insights - Nvidia's stock price reached $164.10, with a market capitalization of $4 trillion, making it the first company to surpass this milestone [2][3] - The rapid growth of Nvidia has significantly impacted the global tech industry and financial markets, with many QDII funds benefiting from heavy investments in Nvidia [2][3] QDII Fund Performance - As of the end of Q1 2025, 56 QDII funds held Nvidia shares, totaling 14.77 million shares with a market value of approximately 11.49 billion yuan [4] - The average return for these funds over the past year was 12.73%, with the highest performer, 华夏港股前沿经济A, achieving a return of 41% [4][6] - Over a three-year period, 26 of these funds reported an average return of 70%, with 8 funds exceeding 100% [6][7] Individual Fund Holdings - The top QDII fund by Nvidia holdings is 广发纳斯达克100ETF, with 1.93 million shares valued at approximately 1.5 billion yuan [4][5] - Other notable funds include 景顺长城纳斯达克科技市值加权ETF and 博时标普500ETF, holding 1.22 million and 1.17 million shares respectively [4][5] Market Dynamics - Nvidia's success is largely attributed to the rise of generative AI, with strong demand for its advanced AI chips from major clients like Microsoft and Google [9] - Analysts predict further growth potential for Nvidia, with target prices set as high as $250, which would elevate its market cap to $6 trillion [9][10] Investment Considerations - Investors are advised to be cautious when investing in Nvidia through QDII funds, considering market dynamics, company performance, and personal risk tolerance [10] - It is important to monitor fund premium situations and avoid high premium purchases [10]

We've been talking a lot about the explosion of interest in private markets. President Trump's spending bill could have a big uh impact. Joining us to discuss, Ben Narrison, founder of Tenacity, a venture capital, a ste a seedstage investment firm, which I can't believe Tenacity wasn't taken.There's another Tenacity out of India and sometimes people get confused, but such a good name, but uh you were able to to grab to grab that. Not everybody knows uh about what what's in the OBB. Uh for you the way readin ...