臺積電(TSM.N)：產能非常吃緊。

China's economy is becoming more dependent on external demand despite strong performance, says Zichun Huang, economist at Capital Economics. China's 1Q GDP growth accelerated to 5.0% from 4.5% in the previous quarter. While there has been some tentative improvement in domestic demand growth, the main source of strength has been exports, Huang says, adding that the acceleration in 1Q GDP growth was driven by construction and industry. The Middle East conflict could further strengthen this trend, as higher fuel prices could drag on domestic demand, while boosting China's green tech exports, she adds.

美國財長貝森特：一直在與中東地區對口官員就伊朗石油危機進行會談。中東對口官員表示，一旦霍爾木茲海峽開放，他們可以立即開始運輸石油。