The seemingly unstoppable artificial intelligence boom is facing a significant reality check after Nvidia, the world's most valuable company and the sector's bellwether, issued a tepid revenue forecast. The announcement has raised concerns that the staggering two-year boom in AI spending may be decelerating, while new developments in global trade add to market uncertainty.
Nvidia Signals a Slowdown
Nvidia projected sales of approximately $54 billion for its fiscal third quarter, a figure that, while in line with Wall Street's average estimate, fell short of more bullish projections that reached over $60 billion. The more conservative outlook immediately sparked concerns about the sustainability of the current pace of AI investment.
The forecast suggests that "growth is decelerating after a staggering two-year boom in artificial intelligence spending," adding to concerns that the pace of investment in AI systems is unsustainable.
This news underscores the market's sensitivity to any signs of weakness in the high-flying AI sector, which has been a primary driver of stock market gains.
Mexico's Tariff Shift Shakes Up Trade
In a significant move impacting global supply chains, the Mexican government plans to increase tariffs on Chinese goods. This decision is part of its 2026 budget proposal and aims to achieve two key objectives:
- Protect Domestic Industry: Shelter Mexican manufacturers from what it views as subsidized, cheap Chinese competition.
- Satisfy US Demands: The move aligns with a long-standing demand from former US President Donald Trump, potentially easing trade friction with its largest trading partner.
This protectionist turn from Mexico could accelerate the "nearshoring" trend but also introduces new complexities and potential cost increases for businesses reliant on Chinese imports.
Geopolitical Maneuvering
Beyond tech and trade, the geopolitical landscape remains active. Secret letters between Chinese President Xi Jinping and Indian leaders have reportedly revived ties between the two Asian giants, suggesting a diplomatic thaw.
Meanwhile, the situation in Ukraine remains fluid, with conflicting signals on high-level talks. While some reports from Europe have downplayed the possibility, the White House has stated that planning for a meeting between Presidents Putin and Zelenskiy is "underway," leaving the international community watching for any concrete developments. These events, combined with France's ongoing political crisis, create a complex and uncertain environment for global investors.
标题： 英伟达增长预警撼动AI行业，墨西哥计划对中国征收新关税
摘要： 英伟达谨慎的营收预测给人工智能市场带来了一股寒意，预示着该行业爆炸性增长的势头可能放缓。与此同时，墨西哥准备提高对中国商品的关税，为全球贸易和供应链增添了新的复杂性。
正文： 在人工智能领域的领头羊、全球市值最高的公司英伟达发布了平淡的营收预测后，看似势不可挡的人工智能热潮正面临一次重大的现实考验。这一消息引发了人们的担忧，即长达两年的惊人人工智能支出热潮可能正在减速，而全球贸易的新发展也加剧了市场的不确定性。
英伟达预示增长放缓
英伟达预计其第三财季的销售额约为540亿美元，这个数字虽然符合华尔街的平均预期，但低于一些超过600亿美元的更乐观预测。这一较为保守的前景立即引发了对当前人工智能投资步伐可持续性的担忧。
该预测表明，“在经历了两年的惊人人工智能支出热潮后，增长正在减速”，这加剧了人们对人工智能系统投资步伐不可持续的担忧。
这一消息凸显了市场对高歌猛进的人工智能行业任何疲软迹象的敏感性，该行业一直是股市上涨的主要驱动力。
墨西哥的关税转变震动贸易格局
在一项对全球供应链产生重大影响的举措中，墨西哥政府计划提高对中国商品的关税。这一决定是其2026年预算提案的一部分，旨在实现两个关键目标：
- 保护国内产业： 保护墨西哥制造商免受其认为是 subsidized 的、廉价的中国竞争。
- 满足美国要求： 此举符合美国前总统唐纳德·特朗普的长期要求，可能缓解与这个最大贸易伙伴的贸易摩擦。
墨西哥的这种保护主义转向可能会加速“近岸外包”的趋势，但也为依赖中国进口的企业带来了新的复杂性和潜在的成本增加。
地缘政治博弈
除了科技和贸易，地缘政治格局依然活跃。据报道，中国国家主席习近平与印度领导人之间的秘密信件恢复了两大亚洲巨头之间的联系，预示着外交关系的解冻。
与此同时，乌克兰局势仍然动荡，关于高层会谈的信号相互矛盾。尽管一些来自欧洲的报道淡化了可能性，但白宫表示，普京总统与泽连斯基总统会晤的计划正在“进行中”，这让国际社会密切关注任何具体进展。这些事件，加上法国持续的政治危机，为全球投资者创造了一个复杂且不确定的环境。