英伟达(NVDA.US)最新指引显示出，两年的高速增长之后将出现放缓趋势，"AI信仰"受挫了? 全球市值最高的上市公司英伟达公司对当前财季的营收预测表现平平，这表明在人工智能领域投资经历 两年惊人增长之后，其增长速度正在放缓。该公司周三在一份声明中表示，本财年第三季度(截至 10 月)的销售额约为 540 亿美元。这一数字与华尔街的平均预期相符，但一些分析师此前预计的销售额会 超过 600 亿美元。该预测未包含来自中国的数据中心业务收入，即目前提供的指引不考虑任何对华H20 销售收入。 这一前景加剧了人们对人工智能系统投资速度不可持续的担忧。在中国市场方面遇到的困难也给英伟达 的业务带来了影响。尽管特朗普政府最近放宽了对某些人工智能芯片向中国出口的限制，但这一缓和措 施尚未转化为收入的回升。 智通财经APP了解到，该公司还批准了额外的 600 亿美元股票回购计划。截至第二季度末，英伟达此前 的回购计划下仍有 147 亿美元的剩余资金可用。 在截至 7 月 27 日的这一时期内，销售额增长了 56%，达到 467 亿美元，而平均预期为 462 亿美元。尽 管这一增长使季度营收较上年同期增加了超过 160 亿美元 ...

Core Viewpoint - TSMC has established itself as the absolute leader in the global foundry industry through integrated innovation, driven by demand, technology leadership, deep collaboration, and an ecosystem of mutual benefits [2] Group 1: Integrated Innovation System - TSMC's success is attributed to a demand-driven, technology-led, deeply collaborative, and ecosystem-oriented integrated innovation system that connects demand insights to value realization [2] - The company has created a diverse product supply capability by integrating customer needs through innovative business models and a customer-first strategy [3] - TSMC's "customer-first" strategy emphasizes growth and shared success with high-quality clients, exemplified by its partnership with Apple, where TSMC absorbed defect costs to support Apple's chip orders [4] Group 2: Technological Leadership - TSMC maintains its position as a technology leader by deeply researching and mastering processes, equipment, and materials, leading to significant advancements in wafer fabrication and packaging technologies [5] - The company has consistently outpaced competitors, achieving milestones such as the first 7nm process in 2018, 5nm mass production in 2020, and plans for 2nm production by 2025 [5] Group 3: Organizational Efficiency - TSMC has adopted a fluid organizational structure to break down departmental barriers, ensuring effective collaboration between R&D and production [6] - The company has implemented a "headquarters innovation + global production" strategy, allowing for efficient conversion of laboratory results into mass production [7] Group 4: Ecosystem Collaboration - TSMC fosters a multi-win ecosystem through investments, joint R&D, and platform integration with industry partners [8] - The company has engaged in strategic investments, such as acquiring a 15% stake in ASML to ensure priority supply of critical equipment and materials [10] - TSMC's establishment of the TSMC Alliance promotes collaboration among customers, partners, and suppliers, enhancing competitiveness and innovation within the semiconductor industry [11]

Group 1 - The U.S. government is considering acquiring equity in defense contractor Lockheed Martin, following its recent investment in Intel [1][2] - U.S. Commerce Secretary Gina Raimondo highlighted that 97% of Lockheed Martin's revenue comes from the U.S. government, indicating a close relationship between the company and the government [1] - In 2024, Lockheed Martin reported that 73% of its net sales would come from the U.S. government, with 65% specifically from the Department of Defense [1] Group 2 - Intel announced a deal with the U.S. government for an $8.9 billion investment, acquiring 9.9% of the company's common stock [2] - The funding for Intel's investment comes from previously allocated subsidies under the CHIPS and Science Act, totaling $5.7 billion, along with an additional $3.2 billion from government-funded projects [2] - Following the transaction, the U.S. government will become a major shareholder in Intel, with President Trump expressing interest in similar future investments [2]

Core Viewpoint - The U.S. government, under the Trump administration, is considering acquiring equity in defense contractors, specifically targeting Lockheed Martin, following a recent investment in Intel [1] Group 1: Government Interest in Defense Sector - U.S. Commerce Secretary Ross revealed that the government is interested in purchasing shares of defense contractors, with Lockheed Martin being specifically mentioned [1] - Lockheed Martin generates 97% of its revenue from the U.S. government, indicating a close relationship between the company and the government [1] - The discussion around funding for military procurement is ongoing, with further deliberations needed among defense officials [1] Group 2: Recent Investment in Intel - The U.S. government recently announced an investment of $8.9 billion in Intel, acquiring 9.9% of the company's shares [1] - The funding for this investment comes from $5.7 billion in subsidies granted to Intel under the CHIPS and Science Act, along with an additional $3.2 billion from government-funded projects [1] - Following this transaction, the U.S. government will become a major shareholder in Intel, with President Trump expressing a desire for more similar investments in the future [1]

美国财政部长贝森特周三接受了美国媒体福克斯商业频道的采访。 他在采访中表示，即将向美国总统特朗普提交美联储主席候选人名单。他还批评美联储是一个不负责任 的机构。此外，他还否认了美国政府将入股英伟达。 美联储主席将在秋天揭晓 对于市场最关注的美联储主席候选人名单，贝森特表示，目前有11位"非常强劲"的候选人，而他将从下 个月开始对他们进行面试。贝森特说，他们还将接受其他白宫官员的面试，三到四名脱颖而出的候选人 将被推荐给特朗普。贝森特认为，特朗普知道这11人中的一些，但不是全部。他还说，美联储主席人 选"肯定"会在今年秋季揭晓。 对于美联储货币政策，贝森特认为，自2008年以来，美联储已偏离了其核心的货币政策目标（物价稳定 和充分就业）。他强调，美联储需要回归其核心使命。但贝森特也认为，白宫不会向沃勒和鲍曼发出该 做什么的指示。 在7月底美联储议息会议上，美联储理事沃勒和鲍曼是仅有的两位投票同意降息的票委。而其他票委均 投票维持利率不变。由于二人均为特朗普任命的美联储理事，因此被认为是"美国总统的人"。 美联储应该进行内部审查 在贸易和关税问题上，贝森特坦承谈判一切皆有可能。他透露，加拿大愿意加入二级关税，并重 ...

Core Viewpoint - The U.S. Treasury Secretary Scott Bessent stated that the U.S. government is not considering acquiring a stake in chip manufacturer Nvidia, asserting that the company does not require financial support [1] Group 1: Nvidia - The U.S. government is not considering a stake in Nvidia as it believes the company does not need financial assistance [1] - Scott Bessent emphasized that the acquisition of Nvidia is not on the table at this time [1] Group 2: Other Industries - Bessent mentioned the possibility of the U.S. government acquiring stakes in other industries, such as shipbuilding, which are currently being restructured [1] - The recent announcement by the Trump administration regarding acquiring nearly 10% of Intel's shares in exchange for chip subsidies indicates a shift towards government involvement in the semiconductor industry [1]

美联储投票情况 目前的美联储理事会成员包括沃勒和鲍曼，二人均是在特朗普第一任期内获得提名的。此外，特朗普已 提名白宫首席经济学家斯蒂芬 米兰填补美联储七人理事会中的一个空缺职位。 美国财政部长贝森特再次呼吁主席鲍威尔对美联储开展内部审查，并表示针对美联储理事会成员库克的 抵押贷款欺诈指控，理应纳入审查范围。 贝森特周三在接受采访时表示："我此前就鼓励鲍威尔主席在外部审查启动前，先开展内部审查。" 谈 及库克事件时，他指出："这类问题必须得到解决。" 此前，美国政府指控库克涉嫌抵押贷款欺诈，总统特朗普已于周一采取行动，试图将其从美联储理事职 位上解职。库克的律师则计划就这一举措提起诉讼。 "我们从未听到她表态'我没有做过'——她只是反复强调，总统无权将其解职，" 贝森特说道。他认 为，"如果美联储官员存在抵押贷款欺诈行为"，就不应继续在这一美国主要金融监管机构任职。"美联 储是一个缺乏问责机制的机构，它与美国民众之间的关系建立在高度信任之上，而此类事件会严重削弱 这种信任。" 当被问及解雇库克是否是特朗普为使其提名者在美联储理事会中占据多数席位而制定的计划之一时，贝 森特表示："所有美联储理事均保持独立性。" ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来 源 ：内容来自经济日报 。 中国台湾"经济部"投审会27日通过台积电100亿美元增资英属维京群岛TSMC GLOBAL LTD.，主 要是为降低外汇避险成本，将自有外汇转投资至TSMC GLOBAL LTD.，借以赚取银行定存及债券 投资孳息。 据一份声明，台积电董事会批准向其子公司TSMC Global注资不超100亿美元，以降低外汇对冲成 本。 核准于境内市场分批发行不超600亿元新台币无担保公司债，以支持其产能扩张及绿色计划。 批准分派2025年第二季现金股息每股5元新台币。 展望2026年，上述六大客户投片量将明显放大；到2027年，除AI GPU龙头NVIDIA外，亚马逊 （Amazon）旗下Annapurna、Google、Marvell、比特大陆等逾10家大厂将加入量产行列，带动 N2需求再升级。为配合客户时程，台积电同步上调新竹宝山厂（Fab20）与高雄厂（Fab22）月产 能规划，并受惠4/3纳米满载延续至2026年底，可望抵御关税、汇率与成本压力，2025、2026年获 利表现看佳。 虽外界对美国新政府政策、入股英特尔传闻与客户转单等杂音多所关 ...

Economic Growth and Development - Hubei's economic total has surpassed 6 trillion yuan, achieving an average annual growth rate of 7.1% since the 14th Five-Year Plan, with three years of leading growth in the central region [1] - The economic share of Hubei in the central region increased from 19.5% at the end of the 13th Five-Year Plan to 20.9% in 2024, indicating a strong economic performance [1] Technological Innovation - Hubei has made significant advancements in technology, producing the world's first high-precision Beidou chip and other cutting-edge technologies in the first half of the year [3] - The establishment of a nationally influential technology innovation center in Wuhan has improved its global ranking in technology clusters from 29th to 13th [4] - The province has 45 national key laboratories and 164 national innovation platforms, with a technology achievement conversion rate of 66.5% [4] Employment and Entrepreneurship - Hubei has focused on high-quality employment, with over 900,000 new jobs created annually for four consecutive years, and over 400,000 jobs for college graduates in the last three years [5] - The province has implemented various policies to stabilize employment, including support for industries with strong employment capabilities [5][6] - Hubei promotes entrepreneurship through a comprehensive policy package and a three-tiered entrepreneurial platform [6][7] Consumer Market and Tourism - Consumption has become a new engine for Hubei's economic growth, with significant sales in the automotive and home appliance sectors, generating over 160 billion yuan in consumption [8] - Hubei's tourism sector is thriving, with 8.73 billion visitors expected in 2024, a 13.23% increase year-on-year, and tourism revenue projected at 901.16 billion yuan, an 18.8% increase [9] - The province is actively developing a robust cultural and tourism industry, with 1,124 planned and ongoing projects totaling nearly 500 billion yuan in investment [9]

Group 1 - Luo Yonghao's podcast achieved over 20 million views within 24 hours of its launch [2] - Shenzhen Happy Valley has suspended a controversial performance due to concerns over inappropriate content [2] - Apple has scheduled a major product launch event for September 10, expected to unveil the iPhone 17 series [2] Group 2 - Starbucks responded to an incident where a customer verbally abused a staff member for about 10 minutes, leading to the employee's distress [3] - Travel app Hanglv Zongheng's new delay insurance product has been criticized for its stringent payout conditions, likened to gambling [3][4] - Hema NB reported a revenue of approximately 8 billion yuan in the first half of the year, with a significant increase in store count [4] Group 3 - Yonghui Supermarket has registered multiple "Fat Yonghui" trademarks, with plans to open more stores [5] - YouTube has threatened to remove Fox channels from its platform if an agreement is not reached [6] - Korean Air has ordered 103 Boeing aircraft, with a total investment of approximately 50 billion USD [6] Group 4 - The White House announced an investment of 8.9 billion USD for a 9.9% stake in Intel, primarily funded by previous subsidies [7] - Douyin has taken action against a former bank executive who gained attention for sharing his criminal past on social media [8] - US stock indices rose collectively, with NIO shares increasing by over 10% [8] Group 5 - NetEase Cloud Music clarified that it does not have a "visitor record" feature, emphasizing user privacy [9] - Taobao plans to reduce compensation for logistics delays, with a new policy effective from September 5 [9] - SpaceX's Starship test flight was canceled again due to weather conditions [10] Group 6 - Anta and Li Ning responded to rumors regarding a potential acquisition of Puma, stating no substantial negotiations have taken place [10] - Heytea has entered into partnerships with multiple delivery platforms, marking a shift in its online strategy [11] Group 7 - Elon Musk's xAI has filed a lawsuit against Apple and OpenAI, alleging anti-competitive practices in the AI market [11] - Xiangpiaopiao reported a net loss of approximately 97.39 million yuan in the first half of the year, with a revenue decline [12] - China Film announced a net loss of 110 million yuan in the first half of the year, a significant drop from the previous year's profit [12] Group 8 - Nongfu Spring reported a profit of approximately 7.62 billion yuan in the first half of the year, reflecting a 22.1% year-on-year increase [13] - Nvidia launched its new robot "brain" chip, Thor, with a starting price of 3,499 USD, targeting the robotics and autonomous driving markets [14]