Tariff shocks hit the market, US Treasury yields reach new highs this year, S&P almost sees five consecutive declines, NVIDIA rises sharply after earnings reports, Chinese companies make a strong push, Alibaba is up nearly 4%, and Bitcoin continues to plu
Super Micro Computer rose by 12%, leading the S&P; Apple fell nearly 3%, leading the Dow; AppLovin dropped 12%. The pan-European stock index reached a historical high. After Trump mentioned tariffs, the Mexican peso, Canadian dollar, and euro turned to rise briefly, setting a new daily high. Bitcoin fell by over $7,000 during the session, dropping below the 0.083 million threshold. Crude Oil Product continuously hit new lows for the year. Gold turned to rise after approaching a one-week low.
Goldman Sachs: In the era of intelligent driving, each car in China is equipped with 5 cameras this year, and in 5 years, each car will be equipped with 10 cameras.
Goldman Sachs expects that the vehicle camera shipments in China will reach 0.126 billion by 2025 and increase to 0.343 billion by 2030. In addition to the increase in quantity, Goldman Sachs also anticipates that the trend of intelligent driving will drive upgrades in vehicle camera specifications, with cameras of 8MP (8 million pixels) and above accounting for 14% and 59% of total shipments in 2025 and 2030, respectively.
The mobile phone and Autos circles are eagerly "embracing" DeepSeek while Tesla, Xiaomi, and others remain "inactive".
① Mainstream smartphone manufacturers and over 20 Autos manufacturers have already integrated the DeepSeek large model. ② Manufacturers, including "Weixiaoli" and Xiaomi, prefer to develop their own technology, and there is a viewpoint suggesting that later on, integration with DeepSeek is not ruled out.
U.S. stocks closed: S&P reversed at the end of the day to close at a new high, with Intel and Super Micro Computer surging.
① Intel rose by 16%, accumulating a 40% increase this month; ② Meta fell nearly 3%, ending a 20-day growth streak; ③ WeRide rose by 28%, and Xpeng rose nearly 5%; ④ Trump: A tariff of around 25% will be imposed on imported Autos.
Chinese Tech Outpaces Asia in 2025: Citi Downplays Overheating Fears After 17% Rally
U.S. stock market close: Powell stated that there is no rush to cut interest rates, three major Index fluctuated.
① Most large Technology stocks fell, with Apple rising over 2%; ② Most China Concept Stocks declined, with the Nasdaq China Golden Dragon Index dropping by 1.66%; ③ Apple and Alibaba are reportedly collaborating to develop AI features for iPhone users in China.