HK, US stocks top stories
The White House announced a 25% tariff on certain semiconductors and other productsReminder: Please pay close attention to the following (all times are in Beijing time)Federal Reserve Beige Book: Overall economy has improved, employment levels remain largely unchanged in most regions, and prices have risen moderately in most areasThe Federal Reserve's 2026 voting members maintain a cautious stance, while the 2025 voting members emphasize that independence is crucial in combating inflationGlobal Times Commentary: The U.S. "Allows" H200, Reflecting China's Technological Self-Reliance and StrengthWhat does NVIDIA's inference context memory storage mean for NAND?