財經閱讀 12/5

近日幾篇抓眼晴的報導和文章,閱讀時間大概30分鐘(斜體為報導文章內容):

中美貿易談判

Exclusive: China backtracked on almost all aspects of U.S. trade deal – sources (May 8, 2019)

In each of the seven chapters of the draft trade deal, China had deleted its commitments to change laws to resolve core complaints that caused the United States to launch a trade war: Theft of U.S. intellectual property and trade secrets; forced technology transfers; competition policy; access to financial services; and currency manipulation.

China isn’t ‘desperate’ for a trade deal with the US, former Australian leader says (May 9, 2019)

Beijing is unlikely to fold to Washington during the upcoming negotiations as China’s domestic politics will “not permit them to simply be inert in response," Rudd said.

“People often forget that, in one-party states like China, where you’ve got the Communist Party, there’s big internal politics at play here as well and President Xi Jinping can’t be seen to be weak," he told CNBC.

Donald Trump says trade deal with China may still happen after Xi Jinping sent him a ‘beautiful letter’ (May 10, 2019)

Dow stages 450-point comeback, ends the day higher after Trump says China trade talks to continue (May 10, 2019)

Stocks hit session highs after Trump’s late Friday tweet and closed near those levels. The president also noted that the trade talks with China were “candid and constructive." Trump said the new tariffs on $200 billion worth of Chinese goods “may or may not be removed" in the future.

U.S. Gives China a Month for Trade Deal as Talks Deadlocked (May 10, 2019)

Securing a trade deal is likely to get harder from here unless outside factors, such as an economic downturn, force a compromise, according to Ely Ratner, a China expert who served in the administration of President Barack Obama and is now director of studies at the Center for a New American Security think-tank.

Has Trump’s ‘Art of the Deal’ met its match in Xi Jinping’s long game? FBI’s former crisis negotiator breaks it down (May 9, 2019)

Trump’s claims of ‘$100 billion’ in Chinese tariff payments just don’t add up (May 10, 2019)

US blocks China Mobile from offering service in America over national security concerns (May 10, 2019)

Apple Inc. (AAPL)

Apple shares suffer worst week of 2019 as investors fear China trade turmoil threatens iPhone growth (May 10, 2019)

Cook warned in January that a weakening economy in China would hit Apple financially. The company lowered its 2019 revenue forecast accordingly to $84 billion. Apple blamed a variety of factors for the lowered guidance but especially focused on slowing revenue “primarily in Greater China," saying getting overseas customers to upgrade to newer iPhones was “not as strong" as Apple expected

Apple Not Yet Hurt by Tariffs – Here’s When It Could Be (May 10, 2019)

Tesla, Inc. (TSLA)

哩類熱門股的分析文章最有趣的不是文章內容,而是讀者留言。

No, Self-Driving Cars Won’t Make Tesla A $500 Billion Company And Here’s Why (May 7, 2019)

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