🇺🇸 美股盘后复盘US Close WrapCodex · 实盘不做把握 4/10标签:us_close_wrap不做原因:其他
北京时间·🕒 发布 06:08:45时区推断·⟳ 抓取 06:26:29·⚡ 决策 08-26 06:35:41 +9m12s·62.6 天前
加拿大9月8日起对美国钢铝、电子等商品加征最高50%反制关税，亚洲替代链条缺少可交易单名敞口
加拿大关税针对美国原产商品，非CUSMA及含中国钢铝规则限制替代；快照旧价不可入场且无订单外溢证据。
📄 原文US Close Wrap美股盘后复盘
# 美股盘后催化 11/11: 美加贸易争端升级，加拿大对美国钢铝、电子等商品加征50%反制关税 - 美股会话: 2026-08-25 - 方向: NEGATIVE；类型: 监管/政策；规划重大性: 4/10 - 映射模式: compet…
不做 宝钢股份（600019.SH）
加拿大关税针对美国原产商品，非CUSMA及含中国钢铝规则限制替代；快照旧价不可入场且无订单外溢证据。
不做 联想集团（00992.HK）
电子品主题相关但未核实美国原产对加拿大出口或替代受益量级；8月25日已涨3.91%、20日涨33.43%，追价无edge。
不做 日本製鉄（5401.JP）
钢铁替代逻辑存在，但加拿大配额和政策缓和风险高，未坐实短线订单增量。
不做 POSCO Holdings（005490.KS）
韩国钢铁可作替代候选但无加拿大订单迁移证据，8月24日至25日已连续上涨且无法归因本催化。
不做 鸿海精密（2317.TW）
关税针对美国原产电子，未证明鸿海受益；加拿大手机进口本已亚洲化，边际增量不足。
不做 纬创（3231.TW）
缺少客户、产地和加拿大收入敞口证据，股价涨幅更可能是电子beta而非本催化。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- 加拿大在美加谈判破裂后预告将对美国商品实施报复性关税，9月8日生效。市场反应:政策风险已提前传播。
- 官方清单列明美国原产商品的15%、25%、50%反制关税，钢铝和部分电子品在列。市场反应:替代供应逻辑需要逐商品、原产地和配额判断。
- 彭博盘后综述称加拿大将美国钢铝反制关税提高至50%，并覆盖奶制品、家具、服装、游戏机、智能手机和其他电子产品。市场反应:进入亚洲开盘前跨市场映射窗口。
关键理由
- 加拿大官方清单确认对美国原产钢铝、电子等商品征收15%至50%反制关税，事件新鲜但8月22日已有预告。
- 受益逻辑是非美国供应替代，但钢铁受加拿大非CUSMA配额和含中国钢铝规则约束，电子品则缺少美国原产被亚洲EMS替代的量级证据。
- 逐候选看，宝钢股份、联想集团、日本製鉄、POSCO Holdings、鸿海精密、纬创均没有同时满足敞口、方向、量级和入场边界。
主要风险
- 9月8日生效前美加仍可能恢复谈判、调整豁免或缓和清单。
- 本轮生产环境未暴露stock_tools MCP，内部KB、供应链和正式event_study无法实际调用；报价采用dossier authoritative_snapshot，关系证据以官方/Web核验为主，按fail-closed不做。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-08-25 · 影响 weakens
媒体与官方材料强调保护加拿大产业、削弱美国商品竞争力和政治施压，未给出亚洲上市公司订单转移证据。
检索:Canada counter tariffs US steel aluminum electronics Asian exporters benefit 原文 ↗ - 做多前查反向 · 来源 web · 日期 2026-06-03 · 影响 weakens
非CUSMA钢铁配额和含中国钢铝材料附加税限制亚洲钢材替代弹性。
检索:Canada steel aluminum tariffs non-CUSMA China surtax quota 原文 ↗ - 做多前查反向 · 来源 web · 影响 weakens
加拿大手机进口早已集中在亚洲产地，美国原产份额并非主导，关税冲击不形成明确台湾EMS增量。
检索:Canada smartphone imports United States China Vietnam Korea Taiwan 原文 ↗ - 做空前查反向 · 来源 web · 影响 none
本事件直接针对美国原产商品，未坐实上述亚洲公司存在公司级新增净损害；不满足做空红线。
检索:Canada tariffs direct negative Asian exporters Foxconn Wistron Lenovo POSCO Nippon Steel Baoshan
先例如何影响了这次决策
对本次决策的影响:缺少先例且个股敞口不扎实，确认全部AVOID。
方向:无可审计先例，不用先例放大方向。
涨幅量级:无量化幅度读出。
形态:清单公布前已有预告，边际信息和开盘追价价值有限。
原文全文
展开原文 · 11,043 字
# 美股盘后催化 11/11: 美加贸易争端升级，加拿大对美国钢铝、电子等商品加征50%反制关税
- 美股会话: 2026-08-25
- 方向: NEGATIVE；类型: 监管/政策；规划重大性: 4/10
- 映射模式: competitive
- 美股驱动（规划器初判，需独立核验）: 事实：Reuters和Bloomberg均提到美加贸易冲突升级；Bloomberg称加拿大将把美国钢铝反制关税翻倍至50%，并对美国牛奶、家具、服装、游戏机、智能手机和其他电子产品加征50%关税。推断：短期对北美钢铝、汽车和部分电子供应链形成成本与需求不确定性，但亚洲单名传导取决于替代出口、原产地规则和供应链绕行。
## 本催化相关美股真实收盘行情
- 规划器没有给出可取价的美股 ticker；必须联网核实具体 mover。
## 亚太映射假设（仅候选，必须查证）
- 鸿海精密 (待归一) [TW/供应商/mixed]: 北美电子贸易摩擦可能改变组装和物流路径，但影响需按客户、产地和终端市场拆分。；核验问题: 核实加拿大关税覆盖的电子品类、原产地规则和客户价格传导。
- 纬创 (待归一) [TW/供应商/mixed]: 智能手机和电子产品关税可能影响北美电子供应链定价和客户需求，具体取决于原产地和客户。；核验问题: 核实相关产品是否从美国出口至加拿大以及亚洲厂商是否有替代机会。
## 必答问题
- 加拿大关税的正式清单、执行日期和豁免条款是什么？
- 亚洲出口商会因替代美国供应受益，还是被北美需求下滑拖累？
## 原始证据全文（2 条）
### [E0002] Reuters Trading Day | 2026-08-25 21:19 UTC | 收盘后
TRADING DAY Oil, yields slide
URL: https://www.reuters.com/commentary/reuters-open-interest/global-markets-trading-day-graphic-2026-08-25/
Oil prices fell sharply on Monday, with Brent crude back below $90 a barrel, sparking a solid rise on Wall Street and strong rally in Treasuries, as investors digested recent news on U.S. bond buybacks and escalation of the U.S.-Canada trade war.
In my column today, I look at the resurgent trade spat between the U.S. and Canada, and why the world is watching nervously. Tit-for-tat tariffs cast a shadow over the whole USMCA trade agreement, but escalation also has wider implications beyond North America — none of them particularly positive.
If you have more time to read, here are a few articles I recommend to help you make sense of what happened in markets today.
Why the bond market may be resetting expectations about the US
Bessent's D-Day sanctions are more Anzio, but Iran response is key: Russell
The US fiscal hole has an AI problem at its core: Mike Dolan
Canada slaps retaliatory tariffs on US goods worth $20 billion as trade war intensifies
German GDP, business sentiment beat expectations in latest sign of momentum
Today's Key Market Moves
STOCKS: Japan +0.5%, Europe and UK +0.3%. S&P 500 and Dow +0.3%, Nasdaq +0.7%.
SECTORS/SHARES: Seven sectors on the S&P 500 rise, four fall. Tech +1%, energy -1.7%. Moderna +14%, Super Micro Computer +10%. Nike -3%.
FX: Dollar slips, Bitcoin rises above $80k. USD/CNY 6.7195, lowest since February 2023.
BONDS: U.S. yields fall as much as 8 bps, 10-year yield's biggest fall in 2 months. Curves flatten. 2-year auction draws good demand from indirect bidders.
COMMODITIES/METALS: Oil down 3-4%, gold rises to 3-month high.
Today's Talking Points:
Make a new plan, Stan
U.S. Treasury Secretary Scott Bessent has faced plenty of criticism since his decision to increase long bond buybacks, a move he says is aimed at addressing liquidity issues but which most observers say is simply to lower yields. None of it will have stung as much as the public takedown from his former colleague Stanley Druckenmiller, who says markets were correct to view it as a "mistake".
Druckenmiller and Bessent worked together with George Soros in 1992, when Soros famously shorted sterling and "broke" the Bank of England. In later years, Druckenmiller worked closely with a certain Kevin Warsh, who became a partner at the billionaire investor's Duquesne Family Office. "Druck", one of the most revered investors in history, who has long warned of dangers of fiscal indiscipline, says Bessent's liquidity tools cannot be used to fix solvency issues. So far, no comment from Bessent or Treasury.
Mind the gap
Figures on Tuesday showed German growth in Q2 was faster than initially estimated, and business morale hit its highest level in a year in August. Europe's economic engine appears to be going up through the gears — GDP has expanded at almost 1.5% annual rate over the past three quarters, notes JPMorgan, driven by fiscal stimulus, strong exports, consumer spending and private sector capex. Deutsche Bank on Tuesday revised up its 2026 real GDP forecast to 1.0% from 0.5%.
Germany's momentum, together with strong growth in other countries like Spain, explains why Citi's European economic surprises index has surged to its highest in three and a half years. In contrast, the U.S. surprises index has tailed off recently, and the gap between the two is now the widest (in Europe's favor) since February 2023. With energy prices on the rise again, could the ECB accelerate the pace of anticipated rate hikes? Not according to sources cited by Reuters today.
Yuan to watch
Coincidentally, China's yuan is also trading at its strongest level against the dollar since February 2023, trading through 6.72 per dollar. A break through 6.70 to levels last seen four years ago seems a matter of "when", not "if". The PBOC is trying to cool the pace of appreciation though, administering daily fixings at levels weaker than market expectations — Beijing is still wedded to its export-driven growth model, as evidenced by its booming, $1 trillion trade surplus.
With the dollar coming under increasing downward pressure - in large part from concerns around Fed and, in particular, Treasury policy - the PBOC will probably have to continue leaning against yuan strength, drawing further criticism that it is 'manipulating' the exchange rate. Not a term used by the U.S. Treasury, of course. Not yet, anyway.
What could move markets tomorrow?
Australia CPI inflation (July)
U.S. durable goods (July)
U.S. GDP (Q2, second estimate)
U.S. Treasury sells $70 billion of 5-year notes at auction
Nvidia earnings (released after the market close)
Want to receive Trading Day in your inbox every weekday morning? Sign up for my newsletter here. Opinions expressed are those of the author. They do not reflect the views of Reuters News, which, under the Trust Principles, is committed to integrity, independence, and freedom from bias.
### [E0003] Bloomberg Markets Wrap | 2026-08-25 22:08 UTC | 收盘后
Asian Stocks Set to Gain as Oil Extends Declines: Markets Wrap
URL: https://www.bloomberg.com/news/articles/2026-08-25/asian-stocks-set-to-gain-as-oil-extends-declines-markets-wrap
Asian stocks were set to advance as falling oil prices eased inflation concerns and pushed bond yields lower, while traders awaited Nvidia Corp.’s earnings for fresh clues on the outlook for artificial intelligence.
Equity-index futures for Australia, Japan and South Korea all gained after a rebound in chipmakers snapped Nvidia’s seven-day losing streak ahead of its results later Wednesday. US stock futures were steady after the Nasdaq 100 Index closed 0.6% higher and the S&P 500 Index rose 0.3%.
US crude extended losses in early Asia trading following hopes for a revival of energy flows through the Strait of Hormuz after Iran and Oman discussed an interim framework. Lower oil prices helped push 10-year Treasury yields down seven basis points on Tuesday, while a gauge of dollar strength declined.
The retreat in oil is offering some relief to markets after persistent inflation and elevated yields have weighed on risk appetite. Investors are now looking to Nvidia’s results and Federal Reserve Chair Kevin Warsh’s Jackson Hole speech for signals on whether the AI rally can regain momentum and where interest rates are headed.
“This week is providing a better backdrop for yields to respond positively to the Treasury’s buyback plans as lighter-than-expected economic data and sinking oil prices lift momentum in the fixed-income complex,” said José Torres, senior economist at Interactive Brokers.
Analysts estimate Nvidia’s revenue nearly doubled from a year earlier to $92 billion last quarter, more than any of its rivals generate in a full year. The results will offer a key test of whether the AI boom can sustain the earnings expectations underpinning technology valuations.
“Nvidia is operating on all cylinders and they’re doing absolutely everything correctly at this point,” said Mark Malek at Siebert Financial. “We’re anticipating good news here, but so is everybody.”
Attention will then shift to the annual Jackson Hole Symposium on Friday, where Warsh will deliver his first major speech as Fed chair. Investors will be looking for greater clarity on his assessment of the economy and the path for monetary policy.
Data Tuesday showed US consumer confidence fell to a seven-month low in August as the outlook for business conditions and the labor market deteriorated. The Conference Board’s gauge declined 0.8 point to 89.4 after the prior month was revised lower.
“Consumers are optimistic about today but increasingly nervous about tomorrow,” said Jeffrey Roach, chief economist at LPL Financial. “Although employment conditions remain solid, fading expectations for income growth may act as a headwind to spending.”
Elsewhere, Canadian Prime Minister Mark Carney matched new tariffs imposed by President Donald Trump and announced support for businesses hurt by the escalating trade dispute with the country’s largest trading partner.
Trade talks between the two sides collapsed Friday, and Carney said Monday it had become clear that US officials were seeking to undermine key Canadian industries including steel, aluminum and auto manufacturing.
Canada will double existing counter-tariffs on US steel and aluminum products to 50%. American-made milk, furniture and clothing will also face new 50% duties, along with video-game consoles, smartphones and other electronics.
Corporate Highlights:
OpenAI said its new Jalapeno chips performed better than Nvidia’s current lineup during testing, underscoring progress developing AI processors in-house. SpaceX plans to build a new $100 billion launch site for its Starship rocket on the southern coast of Louisiana, allowing the company to expand operations of the behemoth vehicle that’s critical to its future. Apple Inc. announced upgraded Mac mini and Mac Studio desktop computers, giving the in-demand machines major processor upgrades. Lambda Inc., an AI cloud-computing provider backed by Nvidia, is in talks to raise as much as $3 billion in a round that could tee it up to go public next year, according to people familiar with the efforts. Dick’s Sporting Goods Inc. sank after the Foot Locker chain it acquired last year continued to struggle, raising doubts about the broader sneaker market.
For a list, click here.
Some of the main moves in markets:
Stocks
Hang Seng futures rose 0.4% as of 7:04 a.m. Tokyo time S&P/ASX 200 futures rose 0.3% Nikkei 225 futures were little changed
Currencies
The euro was little changed at $1.1677 The Japanese yen was little changed at 159.21 per dollar The offshore yuan was little changed at 6.7175 per dollar The Australian dollar was little changed at $0.7162
Cryptocurrencies
Bitcoin rose 0.5% to $78,626.82 Ether rose 0.2% to $2,441.64
Commodities
Spot gold was little changed West Texas Intermediate crude fell 1.5% to $81.12 a barrel
This story was produced with the assistance of Bloomberg Automation.
## 研究交付要求
这是一条已经从整场材料语义拆出的独立催化，不要重新把它压回大盘总评。核实美股异动原因和传播时序；用结构化供应链、内部 KB 与公司披露坐实每个亚洲候选；逐腿查真实行情和本地市场 price-in；候选不成立也要逐条给出有证据的 AVOID。
- 美股会话: 2026-08-25
- 方向: NEGATIVE；类型: 监管/政策；规划重大性: 4/10
- 映射模式: competitive
- 美股驱动（规划器初判，需独立核验）: 事实：Reuters和Bloomberg均提到美加贸易冲突升级；Bloomberg称加拿大将把美国钢铝反制关税翻倍至50%，并对美国牛奶、家具、服装、游戏机、智能手机和其他电子产品加征50%关税。推断：短期对北美钢铝、汽车和部分电子供应链形成成本与需求不确定性，但亚洲单名传导取决于替代出口、原产地规则和供应链绕行。
## 本催化相关美股真实收盘行情
- 规划器没有给出可取价的美股 ticker；必须联网核实具体 mover。
## 亚太映射假设（仅候选，必须查证）
- 鸿海精密 (待归一) [TW/供应商/mixed]: 北美电子贸易摩擦可能改变组装和物流路径，但影响需按客户、产地和终端市场拆分。；核验问题: 核实加拿大关税覆盖的电子品类、原产地规则和客户价格传导。
- 纬创 (待归一) [TW/供应商/mixed]: 智能手机和电子产品关税可能影响北美电子供应链定价和客户需求，具体取决于原产地和客户。；核验问题: 核实相关产品是否从美国出口至加拿大以及亚洲厂商是否有替代机会。
## 必答问题
- 加拿大关税的正式清单、执行日期和豁免条款是什么？
- 亚洲出口商会因替代美国供应受益，还是被北美需求下滑拖累？
## 原始证据全文（2 条）
### [E0002] Reuters Trading Day | 2026-08-25 21:19 UTC | 收盘后
TRADING DAY Oil, yields slide
URL: https://www.reuters.com/commentary/reuters-open-interest/global-markets-trading-day-graphic-2026-08-25/
Oil prices fell sharply on Monday, with Brent crude back below $90 a barrel, sparking a solid rise on Wall Street and strong rally in Treasuries, as investors digested recent news on U.S. bond buybacks and escalation of the U.S.-Canada trade war.
In my column today, I look at the resurgent trade spat between the U.S. and Canada, and why the world is watching nervously. Tit-for-tat tariffs cast a shadow over the whole USMCA trade agreement, but escalation also has wider implications beyond North America — none of them particularly positive.
If you have more time to read, here are a few articles I recommend to help you make sense of what happened in markets today.
Why the bond market may be resetting expectations about the US
Bessent's D-Day sanctions are more Anzio, but Iran response is key: Russell
The US fiscal hole has an AI problem at its core: Mike Dolan
Canada slaps retaliatory tariffs on US goods worth $20 billion as trade war intensifies
German GDP, business sentiment beat expectations in latest sign of momentum
Today's Key Market Moves
STOCKS: Japan +0.5%, Europe and UK +0.3%. S&P 500 and Dow +0.3%, Nasdaq +0.7%.
SECTORS/SHARES: Seven sectors on the S&P 500 rise, four fall. Tech +1%, energy -1.7%. Moderna +14%, Super Micro Computer +10%. Nike -3%.
FX: Dollar slips, Bitcoin rises above $80k. USD/CNY 6.7195, lowest since February 2023.
BONDS: U.S. yields fall as much as 8 bps, 10-year yield's biggest fall in 2 months. Curves flatten. 2-year auction draws good demand from indirect bidders.
COMMODITIES/METALS: Oil down 3-4%, gold rises to 3-month high.
Today's Talking Points:
Make a new plan, Stan
U.S. Treasury Secretary Scott Bessent has faced plenty of criticism since his decision to increase long bond buybacks, a move he says is aimed at addressing liquidity issues but which most observers say is simply to lower yields. None of it will have stung as much as the public takedown from his former colleague Stanley Druckenmiller, who says markets were correct to view it as a "mistake".
Druckenmiller and Bessent worked together with George Soros in 1992, when Soros famously shorted sterling and "broke" the Bank of England. In later years, Druckenmiller worked closely with a certain Kevin Warsh, who became a partner at the billionaire investor's Duquesne Family Office. "Druck", one of the most revered investors in history, who has long warned of dangers of fiscal indiscipline, says Bessent's liquidity tools cannot be used to fix solvency issues. So far, no comment from Bessent or Treasury.
Mind the gap
Figures on Tuesday showed German growth in Q2 was faster than initially estimated, and business morale hit its highest level in a year in August. Europe's economic engine appears to be going up through the gears — GDP has expanded at almost 1.5% annual rate over the past three quarters, notes JPMorgan, driven by fiscal stimulus, strong exports, consumer spending and private sector capex. Deutsche Bank on Tuesday revised up its 2026 real GDP forecast to 1.0% from 0.5%.
Germany's momentum, together with strong growth in other countries like Spain, explains why Citi's European economic surprises index has surged to its highest in three and a half years. In contrast, the U.S. surprises index has tailed off recently, and the gap between the two is now the widest (in Europe's favor) since February 2023. With energy prices on the rise again, could the ECB accelerate the pace of anticipated rate hikes? Not according to sources cited by Reuters today.
Yuan to watch
Coincidentally, China's yuan is also trading at its strongest level against the dollar since February 2023, trading through 6.72 per dollar. A break through 6.70 to levels last seen four years ago seems a matter of "when", not "if". The PBOC is trying to cool the pace of appreciation though, administering daily fixings at levels weaker than market expectations — Beijing is still wedded to its export-driven growth model, as evidenced by its booming, $1 trillion trade surplus.
With the dollar coming under increasing downward pressure - in large part from concerns around Fed and, in particular, Treasury policy - the PBOC will probably have to continue leaning against yuan strength, drawing further criticism that it is 'manipulating' the exchange rate. Not a term used by the U.S. Treasury, of course. Not yet, anyway.
What could move markets tomorrow?
Australia CPI inflation (July)
U.S. durable goods (July)
U.S. GDP (Q2, second estimate)
U.S. Treasury sells $70 billion of 5-year notes at auction
Nvidia earnings (released after the market close)
Want to receive Trading Day in your inbox every weekday morning? Sign up for my newsletter here. Opinions expressed are those of the author. They do not reflect the views of Reuters News, which, under the Trust Principles, is committed to integrity, independence, and freedom from bias.
### [E0003] Bloomberg Markets Wrap | 2026-08-25 22:08 UTC | 收盘后
Asian Stocks Set to Gain as Oil Extends Declines: Markets Wrap
URL: https://www.bloomberg.com/news/articles/2026-08-25/asian-stocks-set-to-gain-as-oil-extends-declines-markets-wrap
Asian stocks were set to advance as falling oil prices eased inflation concerns and pushed bond yields lower, while traders awaited Nvidia Corp.’s earnings for fresh clues on the outlook for artificial intelligence.
Equity-index futures for Australia, Japan and South Korea all gained after a rebound in chipmakers snapped Nvidia’s seven-day losing streak ahead of its results later Wednesday. US stock futures were steady after the Nasdaq 100 Index closed 0.6% higher and the S&P 500 Index rose 0.3%.
US crude extended losses in early Asia trading following hopes for a revival of energy flows through the Strait of Hormuz after Iran and Oman discussed an interim framework. Lower oil prices helped push 10-year Treasury yields down seven basis points on Tuesday, while a gauge of dollar strength declined.
The retreat in oil is offering some relief to markets after persistent inflation and elevated yields have weighed on risk appetite. Investors are now looking to Nvidia’s results and Federal Reserve Chair Kevin Warsh’s Jackson Hole speech for signals on whether the AI rally can regain momentum and where interest rates are headed.
“This week is providing a better backdrop for yields to respond positively to the Treasury’s buyback plans as lighter-than-expected economic data and sinking oil prices lift momentum in the fixed-income complex,” said José Torres, senior economist at Interactive Brokers.
Analysts estimate Nvidia’s revenue nearly doubled from a year earlier to $92 billion last quarter, more than any of its rivals generate in a full year. The results will offer a key test of whether the AI boom can sustain the earnings expectations underpinning technology valuations.
“Nvidia is operating on all cylinders and they’re doing absolutely everything correctly at this point,” said Mark Malek at Siebert Financial. “We’re anticipating good news here, but so is everybody.”
Attention will then shift to the annual Jackson Hole Symposium on Friday, where Warsh will deliver his first major speech as Fed chair. Investors will be looking for greater clarity on his assessment of the economy and the path for monetary policy.
Data Tuesday showed US consumer confidence fell to a seven-month low in August as the outlook for business conditions and the labor market deteriorated. The Conference Board’s gauge declined 0.8 point to 89.4 after the prior month was revised lower.
“Consumers are optimistic about today but increasingly nervous about tomorrow,” said Jeffrey Roach, chief economist at LPL Financial. “Although employment conditions remain solid, fading expectations for income growth may act as a headwind to spending.”
Elsewhere, Canadian Prime Minister Mark Carney matched new tariffs imposed by President Donald Trump and announced support for businesses hurt by the escalating trade dispute with the country’s largest trading partner.
Trade talks between the two sides collapsed Friday, and Carney said Monday it had become clear that US officials were seeking to undermine key Canadian industries including steel, aluminum and auto manufacturing.
Canada will double existing counter-tariffs on US steel and aluminum products to 50%. American-made milk, furniture and clothing will also face new 50% duties, along with video-game consoles, smartphones and other electronics.
Corporate Highlights:
OpenAI said its new Jalapeno chips performed better than Nvidia’s current lineup during testing, underscoring progress developing AI processors in-house. SpaceX plans to build a new $100 billion launch site for its Starship rocket on the southern coast of Louisiana, allowing the company to expand operations of the behemoth vehicle that’s critical to its future. Apple Inc. announced upgraded Mac mini and Mac Studio desktop computers, giving the in-demand machines major processor upgrades. Lambda Inc., an AI cloud-computing provider backed by Nvidia, is in talks to raise as much as $3 billion in a round that could tee it up to go public next year, according to people familiar with the efforts. Dick’s Sporting Goods Inc. sank after the Foot Locker chain it acquired last year continued to struggle, raising doubts about the broader sneaker market.
For a list, click here.
Some of the main moves in markets:
Stocks
Hang Seng futures rose 0.4% as of 7:04 a.m. Tokyo time S&P/ASX 200 futures rose 0.3% Nikkei 225 futures were little changed
Currencies
The euro was little changed at $1.1677 The Japanese yen was little changed at 159.21 per dollar The offshore yuan was little changed at 6.7175 per dollar The Australian dollar was little changed at $0.7162
Cryptocurrencies
Bitcoin rose 0.5% to $78,626.82 Ether rose 0.2% to $2,441.64
Commodities
Spot gold was little changed West Texas Intermediate crude fell 1.5% to $81.12 a barrel
This story was produced with the assistance of Bloomberg Automation.
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