美國4月長期資本淨流入 1031億美元，前值由813億美元修正爲799億美元。

Huawei said it set the patent royalty for Wi‑Fi 7 devices at $0.5 per device. Licenses will be offered on FRAND terms via bilateral agreements or a patent pool. As of end‑2024, more than 1.2 billion consumer electronic devices had been licensed by Huawei in the Wi‑Fi field.

JP Morgan strategists led by Nikolaos Panigirtzoglou warn rising volatility in semiconductor shares, even as the sector hits record highs, could trigger portfolio VaR breaches that force investors to cut positions. Panigirtzoglou said an influx of VaR-sensitive investors heightens susceptibility to self-reinforcing, volatility-driven selling. The Philadelphia Semiconductor Index (SOX) fell more than 10% earlier this month on concerns of AI-driven overheating but has since recovered to record highs. A BofA survey this week found long chipmakers the most crowded trade among fund managers.