特朗普周二在白宫会见穆罕默德王储时对记者表示："我们正在就此努力。"总统称，该协议将涉及"特 定级别的芯片"。一位知情人士透露，批准的芯片数量预计将达到数万颗半导体，但拒绝进一步具体说 明。 特朗普在维持这些限制措施的同时，也在推动涉及大规模芯片销售的中东人工智能重大协议——对沙特 而言，其承诺在美国投资数千亿美元的承诺为谈判提供了助力。 尽管如此，今年早些时候美沙之间的人工智能谈判仍弥漫着美国对中国与海湾国家关系的担忧，尽管两 国在特朗普五月访问中东时宣布了一系列企业合作。目前尚不清楚沙特在最新协议中具体做出了哪些承 诺——不过几位熟悉协议的知情人士强调，协议确实包含安全条件。 美国的批准将标志着英伟达(NVDA.US)和AMD(AMD.US)等一些世界最大半导体公司的胜利，这些公司 一直寻求供应中东市场。Humain首席执行官塔雷克·阿明上个月表示，该公司计划到2030年部署多达40 万颗人工智能芯片。 美国商务部负责监督半导体出口管制的工业与安全局拒绝置评，Humain也同样不予置评。 阿明上个月告诉媒体，Humain正在等待涉及英伟达、AMD、高通公司以及加州芯片初创公司Groq的芯 片出口许可。 这 ...

Core Viewpoint - The Chinese government opposes the politicization and weaponization of technology and trade issues by the U.S., emphasizing the need to protect the legitimate rights and interests of Chinese citizens [1] Group 1: U.S. Actions - The U.S. Department of Justice has charged two Chinese citizens with violating export restrictions by exporting advanced AI chips manufactured by NVIDIA to China [1] Group 2: Chinese Government Response - The Chinese Foreign Ministry spokesperson, Guo Jia Kun, stated that the U.S. should ensure the legitimate rights and interests of Chinese citizens are protected [1]

郭嘉昆： 中方一贯反对美方将科技和经贸问题政治化、工具化、武器化，对中国进行恶意封锁和打压。 美方应切实保障中国公民的正当合 法权益。 据外交部网站，8月7日，外交部发言人郭嘉昆答记者问。 彭博社记者： 美国司法部称， 两名中国公民被指控违反美出口限制，向中国出口英伟达公司制造的先进人工智能芯片。外交部对此有何评 论？ （路透社亦问及） ...

Group 1 - The report indicates that the market is expected to continue its high-level volatility, with monetary policy leading the way and subsequent focus on external trade, consumption, and real estate policies to counterbalance pressures on both internal and external demand [4][15][23] - April's export data showed resilience, with a year-on-year growth of 8.1%, although future pressures from tariffs are anticipated to increase, leading to a potential decline in export growth in May [16][19] - The report emphasizes the importance of financial sector investments, particularly in banks and insurance, while gradually shifting towards growth technology sectors such as electronics, computing, media, and communications [5][34] Group 2 - The military industry has seen significant gains, driven by geopolitical events such as the India-Pakistan conflict, which raised expectations for increased domestic military exports. However, the report suggests that the sustainability of this growth is limited due to the short-term nature of such geopolitical catalysts [25][29] - The communication sector has also experienced an uptick, influenced by the potential easing of AI chip export restrictions by the U.S., which has provided a temporary boost to communication equipment stocks. However, the report warns that this growth may not extend to the broader technology sector [30][31] - The report highlights that the current market environment favors a balanced investment strategy between stable financial stocks and growth-oriented technology stocks, particularly after significant corrections in the growth technology sector [34][32]

2025.05. 08 据央视报道，美国与英国达成一项新的贸易协议，部分取消双方部分商品的关税。白宫声明指出，每 年自英国出口至美的前10万辆汽车将按10%的额外关税征收，超出部分则为25%；英国将下调或取消 对美方部分农产品及工业品的非关税壁垒。英国方面表示，自美进口乙醇的关税也将降至零。 据中国基金报，特朗普表示，如果贸易协议与减税措施得以实现， "你最好现在就去买股票" 。就在 特朗普呼吁人们"现在去买股票"之后，美国股市迅速攀升至当日高点。 机构Certuity驻马里兰州波托马克的首席投资官斯科特·韦尔奇（Scott Welch）指出，"市场确实对与 英国达成协议的消息做出了积极回应。特朗普向来善于制造谈判氛围，因此声称日内瓦即将举行的会 谈将是'实质性的'，但结果仍待观察。" 本文字数：1040，阅读时长大约2分钟 作者 | 第一财经 胡弋杰 周四，美国股市上涨，受美英达成新贸易协议提振，投资者风险偏好回升，主要股指均录得连续第二 日上涨。 截至收盘，道指上涨254.48点，或0.62%，报41,368.45点；标普500指数涨32.66点，涨幅0.58%，报 5,663.94点；纳指上涨189.9 ...

Group 1: Market Performance - US stock market rose on Thursday, driven by the US-UK trade agreement, with major indices recording gains for the second consecutive day [1] - Dow Jones Industrial Average increased by 254.48 points, or 0.62%, closing at 41,368.45 points; S&P 500 rose by 32.66 points, or 0.58%, to 5,663.94 points; Nasdaq Composite gained 189.98 points, or 1.07%, ending at 17,928.14 points [1] - The Russell 2000 small-cap index surged by 1.9%, reaching its highest level since the tariff announcement on April 2 [1] Group 2: Sector Performance - Non-essential consumer goods, industrials, and energy sectors led the gains, while healthcare and utilities lagged [1] - The Philadelphia Semiconductor Index (SOX) continued its rebound, rising by 1% after a previous increase of 1.7% [1] Group 3: Trade Agreement Impact - The US-UK trade agreement includes a tariff exemption for aircraft parts produced by Rolls-Royce, leading to a collective rise in airline stocks, with the S&P 500 passenger airline index up by 5.4% [2] - Boeing's stock rose by 3.3% following the announcement that the UK will purchase $10 billion worth of Boeing aircraft [2] - The agreement also involves the US imposing a 10% additional tariff on the first 100,000 cars exported from the UK annually, with a 25% tariff on excess [2] Group 4: Commodity Market - Gold prices fell over 2% due to reduced risk aversion, with COMEX gold futures settling down by $85.9, or 2.53%, at $3,306 per ounce [3] - International oil prices saw significant increases, with light crude oil futures rising by $1.84, or 3.17%, to $59.91 per barrel, and Brent crude oil futures up by $1.72, or 2.81%, to $62.84 per barrel [3]