US APRIL IMPORT PRICE INDEX RISES 1.9% MOM, THE LARGEST INCREASE SINCE MARCH 2022

英国3月季调后商品贸易帐录得-272.18亿英镑，为纪录最大逆差。英国3月三个月GDP月率录得0.6%，为2025年3月以来最大增幅。英国3月GDP年率录得1.2%，为2025年7月以来最大经济增速。

The U.S. Commerce Department has approved around 10 Chinese companies—including Alibaba, Tencent, ByteDance and JD.com—along with distributors such as Lenovo and Foxconn, to purchase Nvidia’s H200 AI chips under licensing arrangements allowing up to 75,000 chips per customer. Despite the approvals, no shipments have been completed so far. Sources say Chinese firms have pulled back after informal guidance from Beijing and rising government scrutiny over reliance on foreign AI hardware, as China accelerates efforts to promote domestic chip alternatives like Huawei. The stalled rollout underscores ongoing U.S.-China tech tensions, even as Nvidia CEO Jensen Huang joins a U.S. delegation to Beijing in an effort to advance the deal and restore chip exports to China.