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外汇交易员· 2025-09-30 00:58
Trade Policy Changes - US to adjust import tariffs on wood, lumber, and processed wood products [1] - 10% ad valorem duty on softwood lumber and boards [1] - 25% ad valorem duty on certain upholstered wood products [1] - Intention to cap tariffs on wood products originating from the EU and Japan at 15% [1] - Wood national security tariff measures to take effect on October 14 [1]
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外汇交易员· 2025-09-29 23:42
Government Policy & National Security - The U.S government is considering equity investments in critical mineral producers to strengthen supply chains deemed vital to national security [1] - The U.S government is exploring quasi-equity investments, potentially including warrants to purchase company shares [1] - A forum hosted by the Australian Ambassador to the U.S attracted key officials involved in the Trump administration's critical minerals policy [1] International Cooperation - Over ten Australian mining companies met with U.S officials in Washington to discuss potential investments [1] - The discussions did not focus on specific transactions but explored financial techniques the government could utilize [1]
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外汇交易员· 2025-09-29 13:09
Trade Policy - US government is considering imposing a 100% tariff on all movies produced outside the United States [1] - The decision is motivated by concerns that the US film industry has been "stolen" by other countries [1] - The US Trade Representative is initiating the process for imposing the tariffs [2] International Relations - The US President suggests a trade deal may be reached this week, but the specific country involved is not identified [2] Industry Impact - The film industry in California is expected to be particularly affected by the proposed tariffs [1]
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外汇交易员· 2025-09-29 10:17
Model Release and Architecture - DeepSeek officially released and open-sourced the DeepSeek-V3.2-Exp model on September 29 [1] - The model introduces a sparse Attention architecture, effectively reducing computing resource consumption and improving model inference efficiency [1] Deployment and Infrastructure - The model is now available on Huawei Cloud's Model as a Service (MaaS) platform [1] - Huawei Cloud continues to use the large EP parallel scheme for DeepSeek-V3.2-Exp deployment [1] - The deployment leverages a context-parallel strategy with long sequence affinity based on the sparse Attention structure, balancing model latency and throughput performance [1] Pricing and Cost Reduction - DeepSeek has significantly reduced the cost of the new model service, leading to a corresponding decrease in official API prices [1] - Developers can expect a cost reduction of over 50% when calling the DeepSeek API under the new pricing policy [1]