以下文章来源于大胡子财研社 ，作者湾区区长 所有和科技板块相关的概念，都迎来大涨。 比如 芯片和半导体 ，这两天就迎来了涨停潮，主力净资金流入就超过了150亿元。 比如 CPO光 模 块 ，上周光指数就上涨了10%； 比如 AI算力、PCB概念 ，热门票连续涨停。 大胡子财研社 . 独到的财经观点，深度的金融分析，助你抓住最新财富机会，实现资产稳步增长！ 最近这一 波 行情，涨 得最猛的就 是 科技板块 。 比如 人形机器人 ，整个板块也出现过涨停潮； 再比如蹭到一点科技概念的 消费电子 ，涨幅都已经超过一般的板块。 而且最重要的是，这些科技的板块和个股，一旦涨起来就基本上都是连着上涨，持续逼空，买家 根本没有补票上车的机会。 因此，其实很多人在这一轮科技行情中是踏空的。 也有一些朋友，认为这一波科技涨得那么高了，股价有了泡沫，所以会认为接下来科技板块很快 就会迎来调整甚至大幅度的下跌。 但是我的观点不一样，我认为这一波科技牛，还远远没有结束。 我有几个理由。 第一，大A每一次牛市，其实都是依靠科技拉动行情的。 这一点是有历史可查的。 2005-2006年那一波牛市，靠的是当时的科技股。 比如恒生电子，当年那 ...

牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ 昨夜开盘上演史诗级暴涨的科技巨头甲骨文， 最终以单日 36% 涨幅收盘，股价创下历史新 高，同时创下 1992 年来最大单日涨幅。 昨夜 芯片和半导体板块跟随大涨，英伟达、台积电等个股纷纷飘红。 美联储降息方面，刚出炉的美国 8 月 PPI 意外大幅降温，美联储 9 月降息 50 个基点概率上 升至 8% ，维持利率不变概率为 0% 。 今日美股盘前将出炉美国 8 月 CPI 。市场认为，这是美联储下周作出利率决策前的最后一个 重要数据。此外，对于此前法官阻止罢免美联储理事库克，特朗普政府选择了火速上诉。 美国纳指和标普均创新高 美东时间 9 月 10 日，美国三大股指涨跌互现，纳指和标普 500 指数均创新高。 科技巨头甲骨文盘初大涨 40% ，受到全球关注，最终以单日 36% 涨幅收盘，股价创下历史 新高，同时创下该公司 1992 年来最大单日涨幅。 截至收盘，甲骨文股价报 328.62 美元 / 股，最新市值超 9200 亿美元，一举超过沃尔玛、 摩根大通。 消息面上，甲骨文云业务爆发式增长。 ...

Core Points - The Trump administration's aggressive trade policies are pushing the U.S. into a new phase of protectionism, creating uncertainty for the global economy and raising concerns about inflation and financial market impacts [1] - The new tariff policy has raised the average tariff rate in the U.S. from 2.3% to 15.2%, with specific countries facing individual rates and a 40% transit tax for goods rerouted through third countries [1][2] - Financial analysts warn of potential market corrections, with major institutions predicting short-term declines in the S&P 500 index [1] Tariff Details and Global Supply Chain - The framework for new tariffs has been established, but key details remain unresolved, causing ongoing uncertainty in global supply chains [2] - Many countries have committed to investing billions in the U.S. in exchange for lower tariff rates, but specific agreements, especially regarding automotive tariffs, are still pending [2] - Countries like Switzerland have failed to negotiate lower tariffs, and additional tariffs have been imposed on goods from India in response to its oil imports from Russia [2] Economic Impact and Employment - The Trump administration claims that high tariffs will reduce the trade deficit and bring manufacturing back to the U.S., but critics argue this could lead to inflation and product shortages [4] - Recent economic data shows a significant downward revision in U.S. job growth, with consumer spending slowing and economic growth decelerating in the first half of the year [4] - Although unemployment remains low and prices stable for now, experts warn that this situation may not last, with rising costs likely to lead to price increases [5] Tariff Revenue and Manufacturing - Despite challenges, the Trump administration touts record tariff revenues of $113 billion over nine months, suggesting potential tax rebates for Americans [6] - There is a fundamental contradiction in the administration's goals, as increasing tariff revenue and manufacturing job growth may not be simultaneously achievable [6]

Group 1 - The U.S. President Trump announced a plan to impose approximately 100% tariffs on chips and semiconductors, while stating that no fees would be charged for products manufactured in the U.S. [1] - Trump indicated that the U.S. would initially impose "small tariffs" on imported drugs, with plans to increase the rate to 150% within a year and potentially to 250% thereafter, although the initial tariff rate was not disclosed [1] - The market reacted calmly to the news, with several companies reporting that tariffs are not expected to significantly impact their performance this year; Pfizer's stock rose over 5%, while stocks of companies like Eli Lilly and Johnson & Johnson saw slight declines [1] Group 2 - Analysts estimate that a 15% tariff on drugs imported from the EU could increase costs for the pharmaceutical industry by up to $19 billion annually [1] - Trump has previously sent letters to 17 pharmaceutical companies, including major players like Eli Lilly, Johnson & Johnson, and Pfizer, urging them to lower drug prices in the U.S. [1]