$NVDAB $AAPLB $NVDA.US US government notice: On September 15, 2026, reports from Caixin and other outlets said the US government has taken stakes in more than 30 companies, covering semiconductors, quantum computing, critical minerals, energy, and more. Among them are 17 listed companies; 14 of them have current share prices below the closing price of the next day after the White House announced the transaction. When compared with the average price over the 10 trading days prior to the announcement, 11 have already fallen below that level. Most of those who entered early are at a loss. Intel is one of the few examples that increased: after the US rare earths announcement, it surged more than 80% within 5 days, then within weeks gave back all the gains; buyers who bought at the peak are trapped.

Analysts believe that the government taking equity is a one-off event stimulus that is unlikely to change corporate capacity, orders, costs, or competitive pressure. As the hype fades, valuations will return to fundamentals. This model also faces controversies such as legal lawsuits, political transitions, and future selling-down that may weigh on share prices. Supporters say it can help fill gaps in the industrial chain and has long-term industrial value; opponents argue the government lacks professional investment expertise or may interfere with corporate governance. In the short term, share price performance cannot determine success or failure; long-term validation is needed. #美联储加息是否已成定局 #以太坊跌破2400美元 #美参议院否决CLARITY法案