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早报(09.16)| 事关TikTok!中美双方达成基本共识;9月降息箭在弦上,特朗普再发声;谷歌总市值首次突破3万亿美元
Ge Long Hui· 2025-09-16 00:06
当地时间9月14日至15日,中美经贸中方牵头人、国务院副总理何立峰与美方牵头人、美国财政部长贝 森特以及贸易代表格里尔在西班牙马德里举行会谈。双方以两国元首通话重要共识为引领,就双方关注 的经贸问题进行了坦诚、深入、富有建设性的沟通,就以合作方式妥善解决TikTok相关问题、减少投 资障碍、促进有关经贸合作等达成了基本框架共识。双方将就相关成果文件进行磋商,并履行各自国内 批准程序。 中国商务部国际贸易谈判代表兼副部长李成钢15日说,关于TikTok问题,中国一贯反对将科技和经贸问 题政治化、工具化、武器化,绝不会以牺牲原则立场、企业利益和国际公平正义为代价,寻求达成任何 协议。中方将坚决维护国家利益和中资企业合法权益,依法依规开展技术出口审批。同时,中国政府充 分尊重企业意愿,支持企业在符合市场原则基础上,开展平等商业谈判。 美股方面,道琼斯指数涨0.11%,标普500指数涨0.47%,纳斯达克综合指数涨0.94%。标普500指数、纳 指创收盘新高。 大型科技股普涨,谷歌涨超4%并成为第四家市值超过3万亿美元的美股上市公司,特斯拉涨超3%,英 伟达则跌0.04%。热门中概股多数上涨,纳斯达克中国金龙指数收涨 ...
金十数据全球财经早餐 | 2025年9月16日
Jin Shi Shu Ju· 2025-09-15 22:54
男生普通话版 下载mp3 女声普通话版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 美国拟将更多钢铁和铝制品衍生品纳入关税范围 美国拟扩大战略铀储备,以减少对俄依赖并提振核能前景 印度与美国将于周二在新德里举行贸易谈判 特朗普宣布:美军在国际水域对委内瑞拉毒贩进行了第二次打击 特朗普呼吁不应再强制企业发布季报 马斯克单日购入逾250万股特斯拉股票 市场盘点 周一,交易员们正在为本周美联储降息做准备,并寻找今年进一步降息的线索,美元指数日内持续走低,最终收跌0.28%,报97.34。基准的10年期美债收益 率收报4.0440%,2年期美债收益率收报3.5450%。 现货黄金首次站上3680美元,再创历史新高,最终收涨0.98%,收报3678.89美元/盎司;现货白银最终收涨1.21%,报42.67美元/盎司。 由于乌克兰加大对俄罗斯石油基础设施的打击力度,油价周一收高。WTI原油最终收涨1.09%,报63.27美元/桶;布伦特原油最终收涨0.91%,报67.48美元/ 桶。 美股道指收涨0.1%,标普500指数涨0.47%,纳指涨0.94%,后两者续创收盘新高。特斯 ...
英伟达违反反垄断法市场监管总局依法决定实施进一步调查
Cai Jing Wang· 2025-09-15 21:57
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。 ...
英伟达69亿美元收购案遭反垄断调查,或面临最高85亿美元罚款
Sou Hu Cai Jing· 2025-09-15 15:51
Core Viewpoint - The National Market Regulation Administration of China has initiated further investigations into NVIDIA for allegedly violating the Anti-Monopoly Law and conditions set during the approval of its acquisition of Mellanox Technologies, indicating a serious breach of regulatory compliance [2][4][6]. Group 1: Investigation Background - NVIDIA is under investigation for a $6.9 billion acquisition of Mellanox Technologies, which was finalized in March 2019 at a price of $125 per share [7]. - The acquisition allowed NVIDIA to integrate Mellanox's technology, enhancing its capabilities in AI computing and networking, which has been pivotal in its recent market success [8]. Group 2: Regulatory Conditions - The acquisition was approved with specific conditions aimed at preventing anti-competitive practices, including a prohibition on forced bundling and ensuring fair supply to the Chinese market [9][10]. - The conditions were set to remain in effect for six years, after which NVIDIA could apply for their removal, contingent on market conditions [10]. Group 3: Potential Penalties - NVIDIA could face fines up to $8.5 billion if found in violation of the Anti-Monopoly Law, based on a percentage of its revenue in China [11][12]. - The regulatory scrutiny is part of a broader trend, as multiple semiconductor companies have faced similar investigations, indicating a tightening of market regulations in the industry [12]. Group 4: Market Impact - NVIDIA's stock fell nearly 3% following the announcement of the investigation, reflecting investor concerns over potential regulatory repercussions [6]. - The company has also faced challenges related to U.S. export restrictions, which have impacted its revenue from the Chinese market, further complicating its operational landscape [11][14].
美股三大指数集体高开,特斯拉涨超6%
Market Overview - On September 15, US stock indices opened higher, with the Dow Jones up 0.21%, Nasdaq up 0.46%, and S&P 500 up 0.35% [1] Company News - Tesla CEO Elon Musk purchased over 2.57 million shares of Tesla stock on September 12, spending approximately $1 billion, with share prices ranging from $372.37 to $396.54 [3] - Hesai Technology signed a laser radar order worth over $40 million with a leading US Robotaxi company, planning to deliver the products by the end of 2026 [4] - Whirlpool raised concerns that competitors like Samsung and LG may be undervaluing imported goods to evade US tariffs, with Samsung declining to comment and LG asserting compliance with US laws [5] - BitMine increased its Ethereum holdings by 82,233 coins, bringing its total cryptocurrency and cash holdings to $10.8 billion, including 2,151,676 Ethereum and 192 Bitcoin [6] - Zeekr Technology's shareholders approved a merger agreement with Geely Automobile, with 94.2% voting in favor, after which Zeekr will become a wholly-owned subsidiary of Geely and will no longer be listed on the New York Stock Exchange [7] Regulatory News - Nvidia is under further investigation by China's State Administration for Market Regulation for allegedly violating antitrust laws related to its acquisition of Mellanox Technologies [2]
9月15日重要资讯一览
Group 1 - The State Administration of Foreign Exchange allows foreign investors to reinvest foreign exchange profits generated in China [2] - Nvidia is under further investigation by the State Administration for Market Regulation for violating antitrust laws [3] - The Ministry of Commerce opposes the U.S. request for G7 and NATO to impose tariffs on China based on its imports of Russian oil, labeling it as unilateral bullying [5] Group 2 - The Financial Regulatory Bureau, People's Bank of China, and China Securities Regulatory Commission launched a financial education campaign to enhance public understanding of financial rights [6] - The State Council emphasizes the need for online travel platforms to strengthen personal information protection and improve service quality [8] - Beijing's market supervision authority is investigating the ongoing controversy surrounding the pre-prepared dishes of the restaurant chain Xibei [9] Group 3 - Shanghai Construction Group clarifies that recent news regarding the Koka Gold Mine is not related to current information [11] - Longxin Zhongke has completed the development of its first GPGPU chip, expected to deliver within the third quarter [11] - Kanglong Chemical's subsidiary has passed an FDA inspection [11] - Shandong Jining's stock may face delisting risks due to prices falling below 1 yuan [11]
市场监管总局:对英伟达实施进一步调查
Sou Hu Cai Jing· 2025-09-15 12:43
2024年12月9日,市场监管总局曾发布消息称,因英伟达公司涉嫌违反《中华人民共和国反垄断法》及 《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》(市场监管总局公告﹝2020﹞第16号),市场监管总局依法对英伟达公司开展立案调查。 中国电子报2025-09-15 17:36:34 9月15日,记者从国家市场监督管理总局(以下简称市场监管总局)官网获悉,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。 作者 丨张心怡 编辑丨吴丽琳 美编丨马利亚 ...
大涨!马斯克出手,特斯拉涨超8%;英伟达违反反垄断法,被进一步调查【美股盘前】
Mei Ri Jing Ji Xin Wen· 2025-09-15 12:16
Market Overview - Dow futures rose by 0.22%, S&P 500 futures increased by 0.09%, while Nasdaq futures fell by 0.06% [1] Chinese Concept Stocks - Most popular Chinese concept stocks saw gains, with Alibaba up by 2.28%, JD.com up by 1.48%, Li Auto up by 2.12%, Xpeng Motors up by 2.25%, and NIO up by 3.53% [1] Company-Specific News - Nvidia's stock fell by 2.51% following an announcement from China's State Administration for Market Regulation that the company is under further investigation for violating antitrust laws [1] - Google's Gemini app surpassed ChatGPT in downloads, becoming the top free app in the US App Store, with Google shares rising by 1.09% [1] Pharmaceutical Developments - Merck announced that its new non-nucleoside cytomegalovirus (CMV) inhibitor, Letermovir Tablets (II), has been approved in China for preventing CMV infection in certain patients [2] - AstraZeneca's stock fell by 2.8% after reports that the company has paused a £200 million expansion plan at its Cambridge research center, which was expected to create 1,000 jobs [5] Automotive Sector - Tesla shares rose by 8.37% after news that the company's German factory plans to increase production due to strong sales data, alongside Elon Musk purchasing over 2.5 million shares [2] Technology Sector - Hesai Technology's stock increased by 4.1% after announcing a $40 million lidar order with a leading US Robotaxi company, with plans for delivery by the end of 2026 [5]
违反反垄断法,英伟达在中国被进一步调查
3 6 Ke· 2025-09-15 11:19
受该消息影响,英伟达美股周一盘前跌超2%。 | 178.595 今 开 201 177.820+ 最高 | 177.770 | | --- | --- | | 最低 176.450 昨 收 177.170 +0.650 +0.37% | | | 成交额 222.02亿 市盈率TTM 50.66 总市值 · 4.32万亿 | | | 成交量 1.25亿股 市盈率(静) 60.48 总股本 | 243.00亿 | | 0.53% 市净率 1 43.15 流通值 换手率 | 4.18万亿 | | 52周最高 184.470 委 比 | 235.02亿 | | 52周最低 86.609 量 比 == 0.66 振 幅 -- | 1.21% | | 历史最高 184.470 股息TTM == 0.040 平均价 177.744 | | | 历史最低 0.031 股息率TTM 0.02% 每 手 | 1 HR | | beta系数 1 2.162 | | 9月15日,市场监管总局发文称英伟达公司违反反垄断法,依法决定对其实施进一步调查。 市场监管总局在公告中指出,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》 ...
【美股盘前】英伟达跌超2%,违反反垄断法,被进一步调查;马斯克买入超250万股,特斯拉涨超3%;禾赛科技涨超4%,与美国头部Robotaxi公司签订40...
Mei Ri Jing Ji Xin Wen· 2025-09-15 10:43
Market Overview - Dow futures rose by 0.22%, S&P 500 futures increased by 0.09%, while Nasdaq futures fell by 0.06% [1] Chinese Concept Stocks - Most popular Chinese concept stocks saw gains, with Alibaba up by 2.28%, JD.com up by 1.48%, Li Auto up by 2.12%, Xpeng Motors up by 2.25%, and NIO up by 3.53% [1] Nvidia Investigation - Nvidia's stock dropped by 2.51% following an announcement from China's State Administration for Market Regulation that the company is under further investigation for violating antitrust laws related to its acquisition of Mellanox Technologies [1] Google Gemini Performance - Google's Gemini app surpassed ChatGPT in downloads, becoming the top free app in the US App Store, contributing to a 1.09% increase in Google's stock [1] Merck's Drug Approval - Merck announced that its new non-nucleoside cytomegalovirus (CMV) inhibitor, Letermovir Tablets (II), has been approved by China's National Medical Products Administration for use in certain patients [2] Tesla Stock Movement - Tesla's stock rose by 3.39% after news that Elon Musk purchased over 2.5 million shares and the company's German factory plans to increase production due to strong sales data [2] Hesai Technology Order - Hesai Technology's stock increased by 4.1% after signing a $40 million lidar order with a leading US Robotaxi company, with plans for delivery by the end of 2026 [2] AstraZeneca Expansion Halt - AstraZeneca's stock fell by 2.8% after reports that the company has paused a £200 million expansion plan at its Cambridge research center, which was expected to create 1,000 jobs [3]