特朗普访华 CEO 团名单曝光：利好美股吗？

SG Visual Research 图解研报

特朗普本周将携 16 位美国企业高管访华，马斯克、库克在列，覆盖科技、金融、航空、支付、半导体等多个领域。

值得注意的是，英伟达 CEO 黄仁勋未获邀请，说明 AI 芯片等敏感议题可能仍不是这次代表团的主轴。

短期看，市场情绪可能偏正面；但中长期还是要看后续是否有实际协议落地。

你觉得这次 CEO 团访华，利好美股吗？

$苹果(AAPL)$ $特斯拉(TSLA)$ $英伟达(NVDA)$

特朗普政府邀请英伟达、苹果、艾克森首席执行官访华

特朗普政府正计划邀请英伟达、苹果、艾克森美孚、波音等大公司的首席执行官陪同特朗普总统即将访华。这一邀请也适用于高通、黑石、花旗集团和Visa的高管。这一消息对英伟达的股价产生了积极影响，报道发布后，英伟达的股价上涨了2%以上。白宫和这些公司尚未对此事发表评论。

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