2025/4/17
Since his second inauguration, U.S. President Donald Trump has rolled out a series of tariff measures. As of April 16, 2025, his administration has announced a 90-day suspension of the reciprocal tariff policy unveiled last week. However, negotiations with China remain inconclusive, with effective tariffs on certain Chinese imports now totaling up to 245%. The article outlines a comprehensive timeline of Trump’s tariff actions since reentering office, as well as the current international structure of U.S. trade policy. Despite some reversals, Trump’s overall tariff strategy can be broadly categorized into three main segments: North American trade partners, China, and other countries.
2025/4/9
On April 2, President Donald Trump announced a sweeping new trade policy: starting April 5, the U.S. will impose a 10% baseline tariff on all trade partners. Countries deemed to have unfair trade practices will face reciprocal tariffs ranging from 10% to 50%, effective April 9. Taiwan's rate is set at 32%, while China faces a staggering total tariff burden of 104%, including previously implemented levies. This article breaks down the complete tariff schedule, including region-specific rates, product exemptions, and future planned tariffs on key sectors. It also analyzes the global market response, with U.S. stocks tumbling—particularly in the energy sector—and heightened volatility across oil, gold, and other commodities amid escalating trade war fears and rising risk-off sentiment.
2025/4/7
Over the past two weeks, international crude oil prices have fallen by approximately 8–9%. Although the U.S. intensified sanctions on Venezuela and Iran—temporarily increasing supply risks and pushing oil prices upward—these gains were quickly reversed as the U.S. announced substantial tariff hikes. This triggered retaliatory measures from major trading partners, dampening global economic sentiment and weakening oil demand expectations. Simultaneously, OPEC+ announced a significant and unexpected expansion of its production plan, further aggravating the supply-demand imbalance and accelerating the drop in oil prices.
2025/3/25
As the world’s leading GPU provider, NVIDIA’s success lies in its fully integrated software-hardware ecosystem and its highly scalable business leverage model. This article will dive deep into how NVIDIA has built a powerful, closed GPU ecosystem through its proprietary CUDA technology, securing a leading position across verticals such as gaming, artificial intelligence (AI), data centers, and autonomous driving. This article also systematically introduces NVIDIA’s product lineup, core competitive strengths, and technical comparisons with peers such as AMD and Intel. It also highlights the latest technologies and future directions revealed at the GTC conference. As AI technology continues to evolve rapidly, cost-performance is expected to become a critical factor shaping the market landscape. Investors should closely monitor trends in real-world applications and carefully assess the potential risk of an AI bubble to seize long-term investment opportunities.
2025/3/24
Over the past two weeks, international oil prices have fluctuated under the combined influence of economic data, geopolitical tensions, and supply-side factors. Weak U.S. economic data has heightened expectations of interest rate cuts, while slower builds in crude inventories have eased supply pressures, offering support to oil prices. Rising geopolitical risks in the Middle East and the intensification of the Russia-Ukraine conflict have contributed to market volatility. Meanwhile, U.S. sanctions on Iran and OPEC+’s production cut plans have further alleviated concerns over excess supply, ultimately pushing oil prices slightly higher.