外汇交易员
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外汇交易员· 2025-10-21 12:22
Government & Regulatory Actions - The Dutch Ministry of Economic Affairs is collaborating with Chinese officials to address issues related to Nexperia [1] - China's Ministry of Commerce has imposed export restrictions on Nexperia's products in China, effective October 4th [2] Company Response & Strategy - Nexperia is actively engaging with Chinese authorities to seek exemptions from the export restrictions [2] - Nexperia is deploying all available resources and communicating with relevant government bodies to mitigate the impact of the export restrictions [2]
X @外汇交易员
外汇交易员· 2025-10-21 07:35
IPO Plans - ChangXin Memory plans to IPO in Shanghai in Q1 of next year [1] - The company aims to raise between 20 billion to 40 billion RMB through the IPO [1] - The IPO could value ChangXin Memory at up to 300 billion RMB [1] - The prospectus may be released to investors as early as November [1] Market & Competition - ChangXin Memory is investing heavily to catch up with market leaders like SK Hynix and Samsung [1] - The company is focusing on high-bandwidth memory (HBM) [1]
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外汇交易员· 2025-10-21 06:55
CNN消息称，特朗普与普京的会面可能受阻。一位白宫官员表示，美国国务卿鲁比奥原定本周与俄罗斯外长拉夫罗夫之间的会谈已暂时搁置。目前尚不清楚会谈取消的原因，但其中一位消息人士称，鲁比奥与拉夫罗夫就如何终结俄乌战争的预期存在分歧。消息人士称，鲁比奥目前不太可能建议特朗普与普京下周举行会晤。外汇交易员 (@myfxtrader):特朗普表示，与普京已同意举行另一场峰会，讨论如何结束乌克兰战争。特朗普表示，他和普京可能在未来两周内在布达佩斯举行会晤，之前他与普京进行了超过两小时的电话交谈，并称此次通话“富有成效”。克里姆林宫证实了会晤计划，但双方均未透露具体日期。 ...
X @外汇交易员
外汇交易员· 2025-10-21 05:43
Geopolitical Stance - The report indicates a confrontational stance towards China, defining it as a fundamental "economic and strategic threat" to Japan [1] - The report highlights the need to monitor China to protect Japan from danger [1] Economic Security and Cooperation - The report suggests strengthening cooperation with Taiwan in semiconductors, energy, and AI to build a "non-red supply chain" [1]
X @外汇交易员
外汇交易员· 2025-10-21 03:50
Tourism Industry Outlook - The Tourism Authority of Thailand projects a 6% year-over-year decrease in foreign tourist arrivals this year [1] - This decline marks the first annual decrease in a decade, excluding the pandemic period [1] - Safety concerns and a strong Thai Baht are factors suppressing tourist demand from key markets like China [1] Currency & Economic Impact - Analysts suggest that weak Thai tourism demand and sluggish merchandise exports will limit the appreciation potential of the Thai Baht [1]
