Featured

Lead report
China Opposes Pentagon's Inclusion of Alibaba, Baidu, NIO on Military List; US-Listed Chinese Stocks Under Pressure
China's Ministry of Commerce strongly opposes the U.S. Defense Department's addition of Alibaba, Baidu, NIO, and other top Chinese firms to its 'Chinese military companies' list. Analysts say this heightens uncertainty for US-listed Chinese stocks, but long-term fundamentals remain intact; investors should monitor compliance progress and earnings reports.
Nvidia Pitches New Vera CPU to Chinese Clients, Orders Expected in August: US Chip Stocks in Focus
Nvidia is marketing its next-generation Vera CPU series to Chinese customers, with orders anticipated to start in August, signaling strategic adaptation amid export controls. US chip stock investors should monitor developments.

Tesla Delivery Miss Sparks Wall Street Downgrades Amid Intensifying Competition in China
Tesla's third-quarter delivery numbers fell short of expectations, prompting Wall Street firms to lower ratings and price targets. Intensifying competition in China is a key drag, but long-term potential remains.
