市场消息：金银交易商表示，印度黄金折扣因关税驱动的价格飙升，创下每盎司超过200美元的历史新高。

UKRAINE, LITHUANIA SIGN DRONE DEAL, ZELENSKIY SAYS

Short seller Culper Research disclosed a short position in Nvidia, alleging more than 20% of the company’s FY2026 compute revenue remains tied to China despite US export restrictions. The report claims Nvidia-linked products were diverted through Southeast Asian intermediaries including Megaspeed and Malaysia-based Speedmatrix, with alleged connections to Alibaba-backed procurement channels. Culper also alleged Nvidia had the ability to detect diversion activity and questioned CEO Jensen Huang’s relationship with Megaspeed-linked executives. The firm argued Nvidia’s China business is now facing structural decline as Beijing increasingly favors domestic AI hardware alternatives.