美国市场在减息和Nvidia-OpenAI交易后接近记录,但H-1B收费提案刺激全球技术销售。 U.S. markets near records after rate cuts and Nvidia-OpenAI deal, but H-1B fee proposal spurs global tech sell-off.

美国股市在美联储和加拿大银行削减利率和一项重大的Nvidia-OpenAI交易中几乎达到了创纪录的高点,尽管人们对即将到来的政府停业、创纪录的债务和拟议的100 000美元新的H-1B签证一次性收费越来越感到关切。 U.S. stock markets held near record highs amid Fed and Bank of Canada rate cuts and a major Nvidia-OpenAI deal, though concerns grew over a looming government shutdown, record debt, and a proposed $100,000 one-time fee on new H-1B visas. 作为特朗普政府更广泛打击移民的一部分,这项费用引发了印度信息技术库存的急剧下降,尼夫提信息技术指数下降了3.5%以上,因为企业面临更高的劳动力成本和人员配备挑战。 The fee, part of a broader immigration crackdown by the Trump administration, triggered sharp declines in Indian IT stocks, with the Nifty IT index dropping over 3.5%, as firms face higher labor costs and staffing challenges. 分析家警告该政策可能会提高工资、减少利润幅度、加速转向离岸外包工作或当地雇用。 While U.S. tech stocks showed little immediate reaction, analysts warn the policy could increase wages, reduce margins, and accelerate shifts to offshore work or local hiring. 这一举动引起了对长期人才短缺和创新风险的关切,一些投资者转而将黄金和同等重量的ETF作为套期保值。 The move has raised concerns about long-term talent shortages and innovation risks, with some investors turning to gold and equal-weight ETFs as hedges.