Market Overview - US stock market saw mixed results with the Dow Jones down 0.21%, while the Nasdaq rose 0.72% and the S&P 500 increased by 0.1% [1] - The VIX index rose by 2.2% to 18.62, indicating increased market volatility [1] - The US dollar index increased by 0.08% to 101.06, while the yield on the 10-year Treasury rose to 4.544% [1] - Spot gold prices fell by 2.23% to $3177.32 per ounce, and Brent crude oil decreased by 1.1% to $65.81 [1] Industry & Stocks - In the sector performance, technology, communications, and semiconductors saw gains of 0.65%, 0.52%, and 0.48% respectively, while other sectors like healthcare and energy experienced declines [4] - Chinese concept stocks showed mixed results with KWEB up 1.56% and Alibaba rising 1.82%, while JD.com fell by 4.08% [4] - Major tech stocks mostly rose, with Nvidia increasing by 4.16% and Tesla by 4.07%, while Apple and Amazon saw slight declines [4] - SMCI surged by 15.71% following a $20 billion partnership with DataVolt, and AMD rose by 4.68% after announcing a $6 billion stock buyback plan [5] Daily Highlights - Boeing secured its largest order ever from Qatar, with a deal for 160 aircraft valued at over $200 billion [6] - AMD announced a new $6 billion stock buyback plan, increasing its total buyback authorization to approximately $10 billion [10] - China has issued export licenses to four rare earth manufacturers, marking the first approvals since export restrictions were implemented [10] - The US is reportedly reducing tariffs on small packages from China to a minimum of 30%, easing trade tensions [11] Future Outlook - Analysts predict a surge in Chinese exports over the next 90 days due to reduced tariffs and increased demand from US importers [13]

特朗普宣布重大订单。 14日，美股开盘后，三大指数窄幅震荡，其中超微电脑一度大涨超19%。消息面上，超微电脑宣布与沙特数据 中心公司DataVolt建立多年期200亿美元的合作协议。 与此同时，波音公司也迎来利好消息。美股盘中，美国总统特朗普宣布，波音公司拿下历史最大订单。美国白 宫表示，卡塔尔同意购买160架波音飞机。受此影响，波音股价直线拉升，一度大涨超3%。 另外，美联储官员们的最新讲话也是市场关注的焦点。美联储副主席杰斐逊在最新的讲话中警告称，由于新关 税政策的威胁可能推高物价，美国通胀前景已变得不那么确定。美国芝加哥联储主席也警告称，在不确定的环 境下，消费者和企业有收紧支出和投资计划的风险。 大涨 北京时间5月14日晚间，美股开盘后，三大指数强势震荡，截至23:30，道指涨0.1%，纳指涨0.55%，标普500指 数涨0.1%。 美股科技股多数上涨，超微电脑一度大涨超19%。消息面上，超微电脑与一家总部位于沙特阿拉伯的数据中心 企业DataVolt达成一项多年期合作协议。 超微电脑宣布，这项价值200亿美元的协议预计将"加快为DataVolt位于沙特阿拉伯和美国的超大规模人工智能 园区交付超高密度 ...

沙特阿拉伯数据中心公司DataVolt与这家陷入困境的美国芯片制造商签署了一份多年期合作协议，超微 电脑声明称，该协议将"加快向DataVolt位于沙特阿拉伯王国和美国的超大规模AI园区交付超高密度 GPU平台和机架系统"。DataVolt在声明中表示："这笔价值200亿美元的交易深化了两家公司之间的战略 合作关系，标志着一个重要的里程碑，也标志着其对人工智能和数据中心解决方案的承诺。" ...