#数据 韩国据产业通商资源部数据显示，6月出口同比增4.3%，达到598.0亿美元，但略低于4.7%的预期中值。韩国5月出口下降1.3%。韩国6月对美国出口下降0.5%，连续第3个月减少；对中国出口连续第2个月下降，降幅为2.7%；对欧盟出口增长14.7%，对东南亚国家的出口增长2.1%。韩国半导体出口连续第4个月增长，增幅11.6%，但为近4个月以来最慢增长。 ...

June 30, 2025 04:03 AM GMT We thus expect real GDP to come down from 5%Y in 2Q to 4.5%Y in 3Q, given 1) fading exports front-loading to the US and cumulative tariff impact, and 2) muted stimulus in the late July politburo meeting given 2Q growth strength. We believe Beijing may introduce a modest Rmb0.5-1trn supplementary fiscal stimulus in late 3Q/early 4Q when it sees 2-3 months of weaker hard data. | M China Economics Asia Pacific Momentum | Morgan Stanley Asia Limited Harry Zhao Economist Jenny.L.Zheng@ ...

South Korea’s exports rebounded in June, providing a brief boost to the trade-dependent economy https://t.co/OYqMaFSKDI ...

The pipeline sector offers investors a nice mix of high yields, predictable cash flows, and solid growth. And with natural gas demand set to climb thanks to liquefied natural gas (LNG) exports and energy-hungry AI data centers, the midstream sector looks well positioned to deliver strong returns from here. My five favorite stocks in the pipeline space are: Energy Transfer (ET -0.36%), Enterprise Products Partners (EPD -0.31%), Western Midstream (WES 0.47%), The Williams Companies (WMB 0.29%), and Genesis En ...

China partially lifts ban on Japanese seafood imports https://t.co/bex1gnDluU ...

As Donald Trump brandishes US export controls on technology as a bargaining chip to wrest supplies of rare earth magnets from Beijing, China is showcasing what it can do without the most advanced American semiconductors https://t.co/cwg7eG55w4 ...

Australia cut its forecast earnings from commodity exports, as a meteoric rise in gold prices fails to offset weakness in iron ore and natural gas https://t.co/Rb3RGXOAbz ...

China said it will allow the import of some seafood products from Japan to resume, a partial lifting of the blanket ban imposed following Tokyo’s release of wastewater from a wrecked nuclear power plant in 2023 https://t.co/62EMjYvhzk ...

Tons of AI news. Let's get right into it. Deepseek R2 has been delayed according to the information. And the cause, US export controls. I didn't think those were actually going to work, but apparently maybe they are. And there are really two elements to this delay. First, the CEO of Deepseek isn't happy with the performance of Deepseek R2. And number two, even if it were good, they wouldn't have enough GPUs to run it. This is due to a shortage of Nvidia server chips in the country. According to employees of ...

Let's bring in Bernstein senior analyst Stacy Rasc. Stacy um you know when it comes to really I guess the marquee names the the sort of acknowledged leaders in uh the AI story Nvidia Broadcom it feels as if not much has changed over the last several months except for investors perception of how much risk there is to that story. That's exactly it.you you go back five or 6 months beginning of the year, especially around, you know, the deepseek moment. Um, people thought the AI trade was over, right. They thou ...