今日关注 央视新闻：当地时间9月14日至15日，中美双方经贸团队在西班牙马德里举行会谈。李成钢说，过去两 天，中美双方积极落实两国元首通话重要共识，充分发挥中美经贸磋商机制作用，在相互尊重、平等协 商的基础上，就双方关注的经贸问题进行了坦诚、深入、建设性的沟通。中美双方就以合作方式妥善解 决TikTok问题、减少投资障碍、促进有关经贸合作等达成了基本框架共识。 宏观经济 1、中国汽车工业协会发布《汽车整车企业供应商账款支付规范倡议》。不利用大企业优势地位侵害供 应商利益，致力于构建"整车—零部件"协作共赢发展生态。在支付与结算环节，整车企业支付账期自供 应商交货并通过整车企业验收合格之日起计算，最长不超过60个自然日。比亚迪、小米等17家车企先后 发表声明，表示将以实际行动落实倡议要求，共同推动汽车产业高质量发展。 2、国家外汇局深化跨境投融资外汇管理改革，取消外商投资企业境内再投资登记，允许外商直接投资 项下外汇利润境内再投资。取消资本项目收入不得用于购买非自用住宅性质房产限制。 3、中国8月经济数据公布。8月份，全国规模以上工业增加值同比增长5.2%、环比增长0.37%，服务业 生产指数同比增长5.6%， ...

央视新闻：当地时间9月14日至15日，中美双方经贸团队在西班牙马德里举行会谈。李成钢说，过去两 天，中美双方积极落实两国元首通话重要共识，充分发挥中美经贸磋商机制作用，在相互尊重、平等协 商的基础上，就双方关注的经贸问题进行了坦诚、深入、建设性的沟通。中美双方就以合作方式妥善解 决TikTok问题、减少投资障碍、促进有关经贸合作等达成了基本框架共识。 1、中国汽车工业协会发布《汽车整车企业供应商账款支付规范倡议》。不利用大企业优势地位侵害供 应商利益，致力于构建"整车—零部件"协作共赢发展生态。在支付与结算环节，整车企业支付账期自供 应商交货并通过整车企业验收合格之日起计算，最长不超过60个自然日。比亚迪、小米等17家车企先后 发表声明，表示将以实际行动落实倡议要求，共同推动汽车产业高质量发展。 2、国家外汇局深化跨境投融资外汇管理改革，取消外商投资企业境内再投资登记，允许外商直接投资 项下外汇利润境内再投资。取消资本项目收入不得用于购买非自用住宅性质房产限制。 3、中国8月经济数据公布。8月份，全国规模以上工业增加值同比增长5.2%、环比增长0.37%，服务业 生产指数同比增长5.6%，社会消费品零售总额同 ...

Losing steam in recent weeks, Nvidia (NVDA)  stock has now dipped 4% from a 52-week peak of $184 a share, which it hit in early August. Monday’s report of an antitrust probe in China weighed on Nvidia stock in early morning trading, extending a slight decline over the last few weeks that stemmed from Broadcom’s (AVGO)  quarterly report showing the company is becoming a credible challenger to other dominant AI chip leaders.Amid increased demand for Broadcom’s custom XPU chips, more pressure is potentially mo ...

Group 1 - Nvidia is under further investigation by the State Administration for Market Regulation for violating China's Anti-Monopoly Law and related regulations regarding its acquisition of Mellanox Technologies [1] Group 2 - Dongguan is promoting the construction of low-altitude demonstration traffic routes, offering subsidies for drone logistics routes and providing significant financial incentives for eVTOL aircraft certification [2] Group 3 - TrendForce reports a severe shortage in Nearline HDDs due to increased AI inference demand, predicting a potential explosive growth in QLC SSD shipments by 2026 [3] Group 4 - Shanghai's government has issued an action plan to promote the high-end medical device industry, aiming for over 500 new domestic Class III medical device registrations and 100 new overseas approvals by 2027 [4] Group 5 - The People's Bank of China in Shanghai emphasizes enhancing financial support for stabilizing foreign trade and investment, reporting a total cross-border RMB payment of 18.83 trillion yuan in the first seven months of the year [5] Group 6 - The Global Supply Chain Development and Stability Xiamen Initiative has been launched, focusing on building a resilient supply chain and integrating technologies like AI and big data [6] Group 7 - Hunan has launched its first low-altitude economic internet platform, allowing users to book drone services similar to ride-hailing apps, focusing on various applications such as logistics and emergency rescue [7][8] Group 8 - The National Data Bureau has announced a list of 140 pilot units for high-quality data set construction, aiming to enhance data management and promote technical exchanges [9] Group 9 - Guangzhou has issued a work plan for becoming a national pilot city for vehicle-to-grid (V2G) applications, targeting significant infrastructure development and energy management by 2027 [10] Group 10 - A multi-functional suborbital manned pre-research project has been approved, focusing on key technologies and system development for commercial suborbital vehicles [11]

近日，经初步调查，英伟达公司违反《中华人民共和国反垄断法》和《市场监管总局关于附加限制性条 件批准英伟达公司收购迈络思科技有限公司股权案反垄断审查决定的公告》，市场监管总局依法决定对 其实施进一步调查。 ...

CoreWeave披露获得来自英伟达的至少63亿美元订单，这份新订单是基于双方在2023年达成的一项协议。 9月15日，CoreWeave在一份文件中表示，根据协议条款，英伟达有义务购买CoreWeave截至2032年4月的剩余未售算力容 量。CoreWeave表示将在公布第三季度财报时披露完整协议副本。 据媒体报道，CoreWeave发言人在一封电子邮件中表示： 该协议反映了CoreWeave在加速全球人工智能创新方面发挥的规模、信任和关键作用。 今年3月以来，CoreWeave从IPO价格40美元一度飙涨390%至187美元，随后股价大幅回落、曾跌至90美元下方。周一股价 盘中涨逾8.4%，最终收涨7.6%，公司市值接近590亿美元。 英伟达扮演双重角色 CoreWeave的商业模式在很大程度上依赖英伟达，它通过采购数十万个英伟达图形处理单元（GPU），再将其算力租赁给 客户。 这种依赖关系在其IPO招股说明书中曾被列为风险因素，当时其基础设施中的所有GPU均来自英伟达。 与此同时，英伟达也是CoreWeave的早期支持者。截至6月30日，英伟达持有CoreWeave约7%的A类股。这种紧密的伙伴关 系也 ...

[Chart courtesy of MarketWatch.com][Chart courtesy of MarketWatch.com]Moving the marketThe major indexes tried to add to last week’s gains today, driven by upbeat headlines from the latest U.S.-China trade talks and traders bracing for the Fed’s big meeting on rates.Both the S&P 500 and Nasdaq even climbed to new record highs, powered by strong showings in the tech sector and hints from President Trump that discussions with China were “going well.”U.S. and Chinese officials wrapped up another round of talks ...

And right now we are 2 minutes away from the end of the trading day. Romaine Bostick alongside Katie Greipel taking you through to that closing bell with a global simulcast. It starts now.Carol Massar and Tim Stenovec in the radio booth. Welcome to our audiences across the globe out here. I know she's just turned around like you're surprised at the same time every day.Carol Massar Yeah, but this day is different, right. It's this day is different. What did you say.Happy anniversary to Carol. Happy anniversa ...

As the market awaits the FOMC decision on Wednesday, the US stocks are cheering on the prospects for a cut, and visions of other cuts between now and year-end. The gains today were led by the NASDAQ index which closed at another record. The S&P index was also higher and it too closed at a record.Tesla shares closed higher by 3.62%Alphabet cracked 3 trillion market capitalization, rising 4.53% in the process. It now joins Microsoft, Apple and Nvidia with a market capitalization of over $3 trillionNvidia shar ...

Let's now bring in a Tesla shareholder, CNBC contributor, San Hills Global Advisors, Brenda Vanello. Brenda, this is a scenario where a lot of folks have been looking for some kind of catalyst for Tesla to resume a sustained trend higher. Is this the one.>> I think it's one of many catalysts that are out there, but I think it's definitely a great vote of confidence. I mean, there was so many questions about whether Elon was really focused on Tesla for a period of time and whether the work that he was doing ...