US MARCH OVERALL PCE PRICE INDEX +0.7% (CONSENSUS +0.7%) VS FEB +0.4% (PREV +0.4%)

美国白宫国家经济委员会主任哈塞特：新房建设可能将经济增长率提升至4%至5%。

Prices of Nvidia Corp.’s B300 AI servers in China have surged to about 7 million yuan ($1 million), nearly doubling from around 4 million yuan late last year, as a crackdown on chip smuggling curtailed grey-market supply, according to industry sources. The servers, priced about $550,000 in the US, face a scarcity premium amid tighter export curbs. Demand from Chinese tech firms remains strong, with some avoiding direct ownership due to sanctions risks and turning to rentals costing up to 190,000 yuan per month. The B300, featuring eight GPUs with 288GB memory and 14 petaFLOPS performance, is among the most powerful for AI inference. Delays in H200 shipments and rising AI usage—China’s share of global token usage reached 32% in March, per Morgan Stanley—have further driven demand, while rivals including Huawei seek to gain share.