Core Points - The new H-1B visa regulation imposes a one-time fee of $100,000 for new applications, significantly impacting Indian IT outsourcing giants like Infosys and Wipro, and raising concerns among U.S. tech companies and employees [1][4][12] - The regulation is seen as part of a broader anti-immigration trend and may exacerbate tensions in U.S.-India relations, especially as an Indian delegation visits the U.S. for trade negotiations [4][12][13] - The increase in costs could lead U.S. companies to expand their Global Capability Centers (GCC) in India, countering the intended goal of protecting domestic jobs [4][14][17] Company Impact - Infosys and Wipro are expected to face significant profit reductions due to the new fee, with Infosys alone potentially incurring an additional cost of at least $250 million for the 2024 fiscal year based on its 2,504 initial H-1B approvals [12][13] - The stock prices of Infosys and Wipro fell by 3.4% and 2.1% respectively following the announcement of the new regulation [12] - Major U.S. companies like Microsoft, Amazon, and Google, which heavily rely on H-1B visa holders, have advised their employees to remain in the U.S. to avoid the new fees [9][10] Industry Trends - The H-1B program, established in 1990, has been crucial for U.S. tech companies and IT outsourcing firms, with Indian nationals making up 72.3% of H-1B beneficiaries as of September 2023 [8][12] - The new regulation may push U.S. companies to accelerate local hiring and expand their delivery centers in India, as they seek to mitigate the impact of increased operational costs [14][17] - The Indian IT industry, valued at over $283 billion, derives approximately 57% of its revenue from the U.S., making it particularly vulnerable to changes in U.S. immigration policy [12][13]

摘要今日周一（9月22日）亚盘时段，黄金期货目前交投于840附近，截至发稿，黄金期货暂报841.98 元/克，涨幅1.49%，最高触及843.48元/克，最低下探829.86元/克。目前来看，黄金期货短线偏向看涨走 势。 今日周一（9月22日）亚盘时段，黄金期货目前交投于840附近，截至发稿，黄金期货暂报841.98元/ 克，涨幅1.49%，最高触及843.48元/克，最低下探829.86元/克。目前来看，黄金期货短线偏向看涨走 势。 【要闻速递】 美国总统特朗普对H-1B签证设定的天价费用恐将破坏印度科技公司的美国项目，并迫使总理莫迪再次 应对"美国优先"政策的冲击。 特朗普上周五签署的命令要求H-1B申请者支付10万美元费用，这将损害印度外包商的利润，这些企业 依靠该计划向客户派遣工程师。这对印度2800亿美元的IT服务行业是一个打击，该行业本已因地缘政治 紧张而增长乏力。 签证政策的变化加剧了印度与美国关系的紧张，此时正值印度团队访问华盛顿寻求贸易谈判突破的前 夕。这也加剧了全球反移民运动的浪潮，这些运动已经影响了这个人口最多的国家。 在截至2023年9月的美国财年中，印度裔工人占所有H-1B受益人的7 ...

Group 1 - Best Buy plans to increase its workforce at its technology center in India by approximately 40% in the coming months due to the growing talent pool in the country [1] - The company currently employs about 350 staff in its Bangalore technology center, which is expected to grow to between 500 and 550 employees [1] - The global capability centers (GCCs) have evolved from low-cost outsourcing hubs to providing various services including daily operations, finance, and R&D for their parent companies [1] Group 2 - Best Buy is actively recruiting for positions such as AI engineers, software engineers, and product managers in India [1] - The expansion in India aligns with a trend where many multinational companies are increasing their operations in the country, with Costco also planning to open its first GCC there [2] - The domestic GCC market in India is projected to grow to approximately $105 billion by 2030, up from $64.6 billion in the fiscal year 2024 [2]