CNBC Daily Open: More tariff letters are out, but investors have their eyes on AI
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最新报道：Investors are shifting focus to AI advancements despite ongoing trade tensions, as major tech firms report breakthroughs in generative AI applications. Nvidia's latest chipsets demonstrate 40% faster processing for large language models, while Microsoft and OpenAI announce a joint venture to develop specialized AI hardware. Meanwhile, the U.S. and EU exchange new tariff letters targeting electric vehicle components, though market reactions remain muted. Analysts note AI-related stocks have gained 18% this quarter compared to 3% for traditional automakers, signaling where institutional money is flowing. The Fed's upcoming meeting minutes are expected to address AI's potential productivity impacts.
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