尽管全球贸易紧张局势不断升级，美国三大股指在周四依旧延续涨势，其中标普500指数与纳斯达克综合指数双双创下历史新高，展现出强 劲的市场韧性与投资者对美国经济前景的持续信心。 标普500指数上涨0.27%，收于6,280.46点；科技股主导的纳斯达克指数上涨0.09%，报20,630.67点，亦为历史新高；道琼斯工业平均 指数则上涨192点，涨幅0.43%，收于44,650.64点。 巴西总统卢拉随后回应称，将根据本国"经济互惠法"对美国的新关税做出回应。受此消息影响，追踪巴西市场的iShares MSCI Brazil ETF （EWZ）当天下跌1.6%。 在宣布针对巴西的关税前，美国已向至少七个国家发出函件，明确新的关税税率；而在本周稍早，他也向包括日本、韩国在内的14个国家 发出类似通知。所有这些新关税措施预计都将自8月1日起生效。 尽管面临这一系列贸易摩擦的风险，美股却不仅收复了春季以来的回调跌幅，甚至进一步创出新高，显示出投资者已逐渐"免疫"于政策波 动所带来的短期情绪扰动。 "Horizon Investment研究与量化策略主管Mike Dickson指出："我们年初时并未预料估值会如此之高，尤其 ...

Group 1 - Nvidia's stock price reached a historic high, with a market capitalization surpassing $4 trillion for the first time, closing at $4.004 trillion [1] - This milestone occurred just one day after Nvidia became the first U.S. company to achieve a $4 trillion intraday market value [1] - Nvidia's stock has increased over 50% in the past three months, leading the market rebound following the tariff impacts in April [1] Group 2 - The demand for AI computing power is expected to continue growing explosively, providing strong momentum for Nvidia's future financial reports [1] - Nvidia's GPUs have become the standard configuration for AI training, highlighting its critical role in the rapidly evolving AI industry [2] - The overall semiconductor sector showed mixed performance, with AMD rising 4.2% while Broadcom fell 0.9% [2]

英伟达首席执行官黄仁勋被看到进入白宫。 ...

消息人士：特朗普和英伟达CEO黄仁勋的会议已经结束。 ...

Core Viewpoint - Nvidia's shares have shown strong performance, surpassing a market capitalization of $4 trillion, solidifying its position as the largest public company globally [1]. Group 1: Stock Performance - Nvidia shares increased by 0.7% to close at $164.10, with trading occurring between $161.63 and $164.49 [1]. - The stock traded on lighter-than-normal volume, with approximately 166 million shares exchanged compared to a 50-day average of about 215 million shares [3]. - Nvidia continues to demonstrate technical strength, trading above its 50-day moving average of $138.40 and 200-day moving average of $130.92 [3]. Group 2: Market Context - The S&P 500 and Dow Jones Industrial Average also finished positively, gaining 0.27% and 0.43% respectively [2]. - Competitors like Advanced Micro Devices (AMD) and Intel also saw gains, with AMD surging 4.2% to $144.16 and Intel rising 1.62% to $23.82 [2]. Group 3: Positive Catalysts - Recent positive developments include OpenAI reaffirming its preference for Nvidia GPUs and reports of Nvidia developing China-compliant Blackwell-based AI chips to address export controls [4]. - Goldman Sachs analysts initiated coverage with a "buy" rating and a price target of $185, highlighting Nvidia's sustained leadership in AI compute [4].

市场消息：目击者称英伟达CEO黄仁勋进入白宫。 ...

Market Performance - S&P 500可能创下新纪录，略高于 607935 点 [2][6][7] - 道琼斯工业平均指数上涨超过 190 点，涨幅约为 04% [6] - 纳斯达克综合指数上涨 20 点，涨幅为 01% [6] - Russell 2000 指数表现相对较好，上涨 05% [7] - S&P 500 指数中有 352 只股票上涨，149 只下跌，2 只未变 [8] Sector Dynamics - 航空股表现突出，航空公司作为一个整体上涨 11%，其中联合航空上涨 14%，达美航空上涨 12% [3][11] - 消费者非必需品是最大的增长点 [9] - 能源材料上涨 50%，原因是与美国国防部达成了数十亿美元的公私合作协议，将建造一座新的磁铁工厂，并通过 4 亿美元的股权和 10 亿美元的贷款承诺扩大稀土产能 [13] - Ramaco Resources 公司的股票上涨了约 30%，该公司完成了对怀俄明州布鲁克矿的初步经济评估，该矿也拥有稀土元素 [16] Risk Factors - 关税仍然是市场关注的问题，Kontagora 公司的盈利低于预期，这与关税直接相关，巴西受关税影响的股票也面临压力 [5] - Vertical Holdings 的股价下跌 6%，此前亚马逊的 AWB 构建了旨在冷却英伟达 Blackwell GPU 的新型设备，分析师担心该公司的增长可能会受到影响 [19][20] - 由于特朗普总统表示将对来自巴西的商品征收 50% 的关税，巴西航空工业公司 (Embraer) 的 ADR 下跌 47%，Jefferies 估计，美国关税将使巴西航空工业公司的一架喷气式飞机的成本增加约 35 亿美元 [21]

Core Insights - Nvidia has become the first company to achieve a market capitalization exceeding $4 trillion, surpassing Apple and Microsoft [2] - The meeting between Nvidia CEO Jensen Huang and President Trump is speculated to address the impact of export controls on Nvidia's AI chips [2][3] - Trump highlighted Nvidia's stock performance, noting a 47% increase since the implementation of tariffs, and claimed the U.S. is benefiting from significant tariff revenues [2] Group 1: Market Performance - Nvidia's stock rose slightly, achieving a market cap over $4 trillion, marking a significant milestone in the tech industry [2] - The company briefly touched the $4 trillion mark during trading on the previous day [2] Group 2: Export Controls and Market Access - Nvidia is facing export controls on its AI chips, particularly affecting sales to China, with an estimated $8 billion in planned orders at risk due to new licensing requirements [3] - The U.S. government has effectively closed the $50 billion Chinese market to U.S. companies, according to Huang [4] - The Trump administration has canceled a planned rule by the Biden administration regarding AI chip exports, indicating potential new restrictions on technology distribution [4]

Group 1: NVIDIA Corporation (NVDA) - NVIDIA's market cap reached $4 trillion, surpassing companies like Microsoft and Apple, with shares up 1.8% [1] - The stock has seen a 24% increase over the past year, benefiting from the generative AI hype following the launch of OpenAI's ChatGPT [2] - NVIDIA's sales grew by 69% year over year to $44.1 billion in the fiscal first quarter, driven by demand for its Blackwell chips [3][9] - The company holds over 80% of the graphics processing units (GPUs) market, providing a competitive advantage [10] Group 2: SoundHound AI, Inc. (SOUN) - SoundHound AI's share price surged 211.6% in the past year, driven by increasing demand for its voice AI solutions [4][9] - The company's first-quarter revenues were $29.1 million, reflecting a 151% year-over-year growth, with projected revenues for 2025 between $157 million and $177 million [6][9] - SoundHound AI incurred $188 million in losses over the past year, indicating financial challenges despite revenue growth [8][9] - The company lacks the competitive advantage that NVIDIA possesses, making it uncertain whether it will become the next major player in the AI industry [10]

Group 1 - The core point of the article is that NVIDIA's CEO Jensen Huang is scheduled to meet with U.S. President Trump [1]