美聯儲理事米蘭：美聯儲持有資產規模的縮減取決於準備金需求的變化。

A two-day selloff in memory-chip stocks highlights a split in the AI trade, with Google’s “TurboQuant” breakthrough affecting certain storage types. Flash memory makers like Kioxia Holdings saw losses, while leaders in high-bandwidth memory (HBM) for Nvidia AI accelerators, such as Samsung and SK Hynix, stabilized. Analysts say TurboQuant improves AI efficiency by reducing memory usage but doesn’t impact demand for core memory like HBM.

美元兌日元USD/JPY短線小幅走低，現報159.56。