阿里巴巴上周五公布的最新财报显示，二季度Non-GAAP净利润同比下降18%，但核心业务展现出强大 韧性：云业务收入同比增长26%，达到三年以来的新高；淘宝闪购则成为驱动用户增长的最大亮点。值 得注意的是，过去四个季度，阿里巴巴已在AI基础设施及AI产品研发上累计投入超过1000亿元。 另外，有消息称阿里正开发一款功能更强大的新芯片，以填补英伟达在中国销售遇阻所留下的空白。 阿里巴巴(9988.HK)高开14.95%，报133港元，创3月以来新高；美股市场阿里巴巴上周五收涨12.9%， 报135美元，折算成港股市场价格为131.53港元/股。 ...

格隆汇8月19日｜1. 美国三大股指期货涨跌不一，纳指期货跌0.11%，标普500指数期货跌0.04%，道指 期货涨0.13%。 2. 欧股主要指数集体上涨，德国DAX指数涨0.34%，英国富时100指数涨0.35%，法国CAC指数涨 0.95%，欧洲斯托克50指数涨0.75%。 3. 标普全球评级确认美国主权信用评级维持"AA+/A-1+"，前景展望保持稳定。 4. 瑞银将2026年3月底的黄金目标价上调100美元至每盎司3,600美元。 5. 据报英伟达正为中国开发一款基于其最新Blackwell架构的新AI芯片，性能超越H20。 6. 特朗普政府考虑入股英特尔10%，或成最大股东；软银同意向英特尔投资20亿美元。 7. 特斯拉中国官网上线新款六座纯电SUV Model Y L车型，33.9万元起售，预计交付时间2025年9月。 8. 古尔曼：在印度首次实现包括Pro在内的iPhone17全系列机型本地化生产。 9. 星巴克宣布，北美地区所有月薪员工今年将获加薪2%。 10. Arm聘请亚马逊AI芯片总监Rami Sinno，以推进其自主开发完整晶片的计划。 11. 京东：已为15万外卖全职骑手缴纳五险一 ...

Group 1 - Trump threatens to impose a 50% tariff on the EU starting June 1, leading to a decline in the US stock market, with the S&P 500 index falling for four consecutive days and Apple shares dropping by 3% [1] - Following a call with Ursula von der Leyen, Trump extends the EU tariff deadline to July 9, while von der Leyen states that Europe is ready to advance negotiations swiftly and decisively [1] - Trump warns Apple CEO Tim Cook that Apple must manufacture iPhones domestically or face a 25% tariff, with analysts deeming this approach "absurd" as it may be more feasible for Apple to absorb the tariffs than to relocate production back to the US [1] Group 2 - Japan's Prime Minister Shigeru Ishiba communicates with Trump, indicating Japan's continued efforts to eliminate additional US tariffs [1] - Reports suggest that India and the US may reach a preliminary trade agreement within the next 7-10 days [1] - The US Customs' daily tariff revenue reaches a record high of $16.5 billion [1] Group 3 - Oracle plans to purchase 400,000 of Nvidia's latest GB200 chips, with a total value of $40 billion [1] - Nvidia is reportedly set to launch a new AI chip for the Chinese market based on the Blackwell architecture, with a significantly lower price than the H20, expected to start mass production by June [1] - A major restructuring deal in China sees chip giant Haiguang Information planning to acquire supercomputer leader Zhongke Shuguang for 300 billion yuan [1]