Politico有關特朗普半導體關稅的報道，讓市場再次聚焦半導體領域。英偉達最新財報電話會上的警告言猶在耳：“就目前而言，人工智能的蓬勃發展仍在持續擴大。然而，內存短缺可能會持續到2028年。” 在供應趨緊和需求更加強勁的背景下，擬議的半導體關稅會對企業利潤率構成問題，將對人工智能領域造成更大打擊，至少從結構和供應角度來看是如此。英偉達的主要客戶（大型科技公司）在關鍵時刻將受到更嚴格的審查。 至於內存製造商和半導體公司，雖然也會面臨挑戰，但它們的議價能力更強，這些挑戰都可以通過將成本轉嫁給下游來解決。

An IRGC spokesman said foreign warships must remain at least 400 km from the Strait of Hormuz and that, from a military and territorial standpoint, no vessel can transit the waterway without Iran’s permission and control; he said sea lanes off Oman are entirely under IRGC control.

As of the 23:00 close, China's commodity futures main contracts were mixed. Rapeseed meal and LPG rose about 2%; Soybean No.2, soybean meal and asphalt gained more than 1%; fuel oil and soybean oil were up about 1%. On the downside, soda ash and ethylene glycol fell more than 2%; PET bottle chip, polyester staple fiber, methanol and paraxylene dropped over 1%; caustic soda and metallurgical coke fell about 1%.