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On the eve of Trump's return, major American technology companies are reportedly urgently stockpiling electronic components from China.
① microsoft, hp inc, and dell and other technology companies are stockpiling electronic components from china due to concerns over increased tariffs after trump's rise to power; ② regarding trump's tariff threats, executives from the usa electronics industry warn that some of the tariff costs may be passed on to consumers, raising the prices of electronic products.
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A 47-year high! Global coffee prices surged 70% due to tight supply and EU regulations within the year.
①On Wednesday, Arabica coffee bean prices soared to their highest level in nearly 50 years, rising more than 70% year-to-date; ②The main reasons for the price increase are supply shortages, uncertainty over the EU Zero Deforestation Act, leading to a surge in panic buying; ③Trump's proposal to impose tariffs has also raised concerns among coffee roasters.
Elon Musk's XAI Plans To 'Make Games Great Again' With AI-Driven Game Studio — Can His Vision Reshape A Gaming Industry Dominated By Large Corporations?
Wang Xiao, partner at Qicheng Capital: In the era of consumer market stock, "competing on price" and "competing on value" are both important | Direct hit on the new consumption power conference.
1. Online retail has differentiated from shelf e-commerce to a type represented by pdd holdings, focusing on individual products and price mechanisms, as well as content e-commerce represented by Douyin. Both forms of e-commerce achieve precise matching of supply and demand through efficient algorithms and mechanisms. 2. In a market environment of stagnant or even declining volume, companies need to shift from opportunity-driven to capability-driven, from growth-first to efficiency-first, and from scale-oriented to value-oriented.
Nvidia Crushes Tesla In Stock Gains — Gary Black Explains Why The AI Chipmaker Occupies The No. 1 Position In Future Fund's Portfolio
The new treasury secretary of the usa has long had dealings with the Federal Reserve? Bowers had a complete victory over Powell back then.
① If looking back at the investment records of the past few years, Baird may have already had "encounters" with the Federal Reserve; ② In 2022, regarding the prediction of high inflation, Baird can be said to have "completely outperformed" Federal Reserve Chairman Powell.
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USA FTC initiates antitrust investigation against Microsoft, involving cloud computing, AI products, etc.
① The usa Federal Trade Commission (FTC) has launched an extensive antitrust investigation into microsoft, including its software licensing and cloud computing business. ② The accusations against microsoft include abusing market power, preventing customers from transferring data through punitive licensing terms, and clauses related to cybersecurity and ai products. ③ However, given the upcoming change in the usa government, the ultimate direction of this investigation remains uncertain.
The "bad news" for technology giants: Is Trump also anti-monopoly?
Reports indicate that Trump is considering appointing Slater as the head of the Justice Department's Antitrust Division, with analysts suggesting that this nomination means Trump will continue the tough enforcement stance advocated by the Biden administration.
Little K broadcasts the morning news | Shenzhen issues a document to promote high-quality development of mergers and acquisitions. The usa antitrust regulatory institutions have launched a wide-ranging investigation into microsoft.
① Seven departments: Explore the use of edge computing and quantum technology to break through the existing computing power bottlenecks, providing precise and efficient computing power support for the digitization of financial services transformation. ② China Academy of Information and Communications Technology: In October, the domestic market mobile phone shipment volume reached 29.674 million units. ③ Pony.ai officially listed on NASDAQ.
11/28 [Strong and Weak Materials]
[Bullish and Bearish Factors] Bullish factors: VIX index remains unchanged (14.10, 0) ; US long-term interest rates are declining ; Active share buybacks ; Requests from the Tokyo Stock Exchange for enhanced corporate value. Bearish factors: Nikkei average is down (38134.97, -307.03) ; Dow Jones Industrial Average is down (44722.06, -138.25) ; NASDAQ Composite Index is down (19060.48, -115.10) ; 1 dollar = 151.00-10 yen ; Chicago Nikkei futures are down (37810, -290) ; SOX index is down (48.
From AI, software to cloud, all in one go? Microsoft is reportedly facing a large-scale anti-monopoly investigation by the FTC.
The media reported that a key focus of the investigation is Microsoft's bundling of office productivity and security software with cloud products. If the news is true, it will be the US government's review of Microsoft's business practices again after the Microsoft breakup case at the beginning of this century, more than twenty years later.
Betsey Stevenson on Inflation, Trump Proposed Tariffs