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Trump’s China visit brings a super-sized gift, and the U.S. may relax restrictions on chipmaker ASML’s lithography machines—could the myth of memory shortages be shattered?
If China gets access to lithography machines, not only could global memory prices instantly become dirt cheap, but graphics cards could also fall in an instant 📉
What would Trump trade to secure this major advantage?
After this black swan event, U.S. stocks opened sharply lower, and a total of $300 billion in market value vanished instantly!
The S&P 500 fell 0.45%, wiping out $270 billion
The Nasdaq dropped 0.95%, wiping out $285 billion
The latest CPI data is out: 3.8%, higher than the expected 3.7%, the highest since May 2023!
The market’s pricing for a Federal Reserve rate hike in 2026 has risen to 35.2% 📉
#美股 #CPI #美联储 #Inflation