Nvidia President and CEO Jensen Huang speaks to the media as he arrives for a meeting with the Senate Banking Committee on Capitol Hill on December 3, 2025 in Washington, DC. Anna Moneymaker | Getty Images Nvidia’s stock fell in premarket trading Monday after reports emerged that the chipmaker’s plans to invest $100 billion into

鞏旻提到，近數周中國電動車出口迎來多項利好消息，包括加拿大向中國電動車提供每年4.9萬輛的進口配額，配額內僅需繳付6.1%的最惠國關稅，不再徵收100%的附加稅；另中國與歐盟據稱亦接近就設定最低銷售價格達成協議，從而取消此前加徵的17%至35%反補貼關稅。瑞銀認為，中國近期下調或取消電池及光伏面板的增值稅出口退稅，亦有助於推動此類協議的達成。 在汽車進口方面，瑞銀認為中國具備進一步降低關稅的條件。鞏旻指出，中國上一次下調汽車進口關稅是在2018年，當時關稅由25%降至15%，當時燃油車佔市場份額約95%，中國品牌僅佔乘用車市場約40%。目前電動車已佔內地市場一半以上，中國品牌市佔率亦升至約70%，顯示行業競爭力顯著提升，可以取消關稅保護。他亦提到，歐盟與印度近期達成的貿易協定中，印度將於5年內把汽車關稅由110%大幅降至10%，認為中國亦可能考慮進一步下調現行15%的進口關稅。 就行業影響而言，瑞銀認為，若中歐協議進一步改善出口關稅環境，將有利中國汽車製造商。相較內地市場競爭激烈、利潤率偏低，最低售價承諾有助保障出口業務的盈利能力。若中國下調汽車進口關稅，短期內亦可為長期承受零甚至負新車銷售利潤的汽車經銷商，提供一定的利潤緩衝。隨着雙向關稅同步下降，瑞銀預期行業內的受益者或多於受損者。 其他報道 新地老將馮秀炎據悉因上海商場項目短期離職 逾半年無現身公司公開活動 調查：去年第四季中小企認為銀行收緊貸款佔比降 巴拿馬港口裁決 中國外交部：堅決維護中方企業合法權益 野村上調今年香港GDP增長預測0.6個百分點至3.3% 港股二月開局失守27000點 恒指跌611點 兩日累跌逾1190點 亞博館：馬術比賽吸大量家庭、年輕觀眾及海外旅客參與 花旗料2月賭收按年增4%至205億元 特斯拉人形機械人將亮相 料年產百萬個 二月開門黑 滬深三大指數齊跌逾2% 渣打維持今年本港GDP增長預測在2.5% 全球不確定性構成風險 恒指午後瀉逾800點科指插4% 金價失守4600美元 高息定存丨虛銀續推開戶高存息優惠 1個月定息最高15% 金管局已完成穩定幣發行人牌照初步審核 3月底前發牌 首批數目不多 黃仁勳：投資OpenAI千億美元從非承諾　將逐輪評估 首程控股投資華夏中核清潔能源REIT 恒指半日跌656點失守27000點 恒科指挫3.7% 黃金股續跌 紫金插水6.6％ 新世界瀉13% 新世界一度插水逾13% 上周澄清潛在投資者無意提全購 滬深三大指數半日跌逾1% 金管局：上周五匯豐手機銀行中斷初步不涉網絡攻擊 余偉文：今年香港經濟料穩步增長 樓市首數周交投活躍 金管局今年上半年擬容許全數28間零售銀行參與銀行間訊息交換 加強防騙 瑞浦蘭鈞盈喜 料去年扭虧賺最多7.3億人幣 阿里千問App斥30億推新春推廣優惠   Source link

大型科技股偏軟，，阿里巴巴（9988）跌3.49%，收報163.3元；騰訊（0700）跌1.24%，收報598.5元；美團（3690）跌2.42%，收報94.85元；小米（1810）跌1.24%，收報35.06元；百度（9888）收報146.7元，跌3.99%；快手（1024）收報77元，跌3.93%；京東（9618）跌1.69%，收報110.5元；網易（9999）跌3.46%，收報197.9元。 國際金價下跌，拖累黃金股捱沽，中國黃金國際（2099）收報188.9元，跌7.94%；靈寶黃金（3330）收報21.2元，跌8.7%；紫金礦業（2899）收報39.56元，跌5.58%；紫金礦業（2899）收報39.56元，跌5.58%；山東黃金（1787）收報38.7元，跌12.56%；赤峰黃金（6693）收報35.04元，跌12.18%。 汽車股全日表現低迷，比亞迪（1211）跌6.91%，收報91元，是跌幅最大的藍籌；吉利（0175）收報15.85元，跌1.49%；廣汽集團（2238）收報3.54元，跌3.54%；蔚來（9866）收報36.88元，跌4.51%；理想（2015）收報64.45元，跌2.27%；小鵬（9868）收報66.8元，跌6.77%；零跑（9863）收報40.18元，跌5.28%。 澳門1月博彩收入勝預期，濠賭股逆勢向上。金沙中國（1928）升4.05%，收報17.72元，是升幅最大的藍籌；銀娛（0027）升1.56%，收報40.42元；美高梅中國（2282）收報12.69元，升1.52%；澳博（0880）收報2.41元，升0.42%；永利澳門（1128）收報5.84元，升0.86%。 新世界發展（0017）母公司周企稱，潛在投資者無意全購新世界，該股收報10.02元，跌11.95%。 內地電訊服務對應增值稅稅率由6%調整為9%，三大電訊商開市受壓，聯通（0762）收報7.45元，跌6.29%；中移動（0941）收報78元，跌2.26%；中國電信（0728）收報5.11元，跌5.02%。 其他報道 特斯拉人形機械人將亮相 料年產百萬個 二月開門黑 滬深三大指數齊跌逾2% 渣打維持今年本港GDP增長預測在2.5% 全球不確定性構成風險 恒指午後瀉逾800點科指插4% 金價失守4600美元 高息定存丨虛銀續推開戶高存息優惠 1個月定息最高15% 金管局已完成穩定幣發行人牌照初步審核 3月底前發牌 首批數目不多 黃仁勳：投資OpenAI千億美元從非承諾　將逐輪評估 首程控股投資華夏中核清潔能源REIT 恒指半日跌656點失守27000點 恒科指挫3.7% 黃金股續跌 紫金插水6.6％ 新世界瀉13% 新世界一度插水逾13% 上周澄清潛在投資者無意提全購 滬深三大指數半日跌逾1% 金管局：上周五匯豐手機銀行中斷初步不涉網絡攻擊 余偉文：今年香港經濟料穩步增長 樓市首數周交投活躍 金管局今年上半年擬容許全數28間零售銀行參與銀行間訊息交換 加強防騙 瑞浦蘭鈞盈喜 料去年扭虧賺最多7.3億人幣 阿里千問App斥30億推新春推廣優惠 甲骨文今年擬股債齊發籌最多3900億元 用於雲基礎設施擴容 Ａ股三大指數開市個別走 上證指低開近1% 恒指低開289點 黃金股捱沽 三大電訊商齊挫 聯通跌逾7% 花旗上調香港今年GDP增長預測3.2% 開市焦點 伊朗局勢 留意貴金屬股波動 特步發5億元可換股債 同步購回今年到期債券 越秀地產擬發17.3億人幣綠色票據 渣打中國行長魯靜稱人民幣為國際貨幣體系提供新選擇 中國建材發盈警

Taiwan Semiconductor Manufacturing looks like an AI top performer. The boom in artificial intelligence (AI) looks like it is just beginning and could continue to ramp up over the next decade. Famed investor Cathie Wood’s Ark Invest recently predicted that AI data center spending could triple from around $500 billion to $1.4 trillion by 2030.

An electronic trading board at Woori Bank headquarters in central Seoul shows the benchmark KOSPI closing at 5,224.36 points, Friday, up 3.11 points, or 0.06 percent, from the previous session. Yonhap Top conglomerates in Korea are rushing to buy back large quantities of their own shares, a measure that has been gaining ground and has

Image source: Getty Images Will we see a stock market crash this month? It’s always possible. Shares can crash at any time, so it makes sense to be prepared. Sometimes, a crash comes out of the blue. That’s pretty much what happened on Black Monday in 1987, when automated trading strategies turned a dip into

There are plenty of strong growth and value stocks available to buy right now. If you’ve got $500 sitting around, there are shares of a few companies that you can scoop up. If you don’t have access to fractional shares at your brokerage, this task may be a bit more difficult. However, all of the

Sandisk stock increased 16x in the past year as demand for artificial intelligence infrastructure led to a severe supply shortage in memory chips and storage devices. Semiconductor company Sandisk (SNDK +6.85%) is one of the hottest artificial intelligence (AI) trades on the market. The stock led the S&P 500 higher in 2025, its price increasing

Image source: Getty Images Microsoft (NASDAQ:MSFT) stock has a lot to answer for. Its last quarterly report, while beating on earnings and revenue, pushed software stocks into a bear market — this is typically defined as a drop of 20% or more from recent highs. Microsoft shares fell as much as 13% on Thursday. So

A couple of historical data points are painting a worrisome picture for Wall Street. For the better part of President Donald Trump’s first term in the White House, the stock market was unstoppable. By the time he left office in January 2021, the ageless Dow Jones Industrial Average (^DJI 0.36%), benchmark S&P 500 (^GSPC 0.43%),

It’s important for investors to understand the market’s current state. With an historical average annualized total return of 10%, the S&P 500 index (^GSPC 0.43%) has proven itself to be a wonderful tool for people to build wealth. However, its gains in the past decade have been significantly higher than most observers probably would’ve predicted.

These Vanguard funds won’t necessarily keep you from losing money if the market crashes. But they can help cushion the blow. Investors may be getting spoiled. The S&P 500 (^GSPC 0.43%) has delivered double-digit gains for three consecutive years, with returns in two of those years topping 23%. The idea of a stock market crash

Artificial intelligence is still a major market theme in 2026. With the first month of 2026 nearly over, there are some themes starting to take shape. First, investors are still skeptical that artificial intelligence (AI) spending is real. However, if you paid attention to Taiwan Semiconductor Manufacturing‘s (TSM 2.65%) fourth-quarter results, then you know that

The recent share price drop in Microsoft stock looks like an overreaction. The share price of Microsoft (MSFT 0.74%) sank despite the tech giant reporting strong quarterly results for its fiscal 2026 second quarter. The drop appears to be largely attributed to higher operating expense guidance and its dependence on OpenAI. The stock is now

The market’s focusing on the wrong details of this bold but admittedly expensive acquisition effort. There’s never a bad time to invest in a good company. Stepping in while its stock is down, however, is certainly a better time than the alternative. If you’re looking for a place to put some money to work for

There are several fantastic stocks to buy right now. If you’ve got $5,000 sitting around and are looking for some stocks to invest in, I can find few better options than these three. Taiwan Semiconductor Manufacturing (TSM 2.65%), Broadcom (AVGO +0.15%), and The Trade Desk (TTD 2.90%) all look like great bargains in this market,