隨著東亞市場的開放，比特幣（BTC）持平，交易超過8.4萬美元

上週末，商務部長霍華德·盧特尼克（Howard Lutnick）表示，白宮決定免除智能手機，計算機和將其免於關稅的半導體等物品的決定是一項臨時措施。

Crypto traders will be closely following the latest developments in the U.S.-China trade dispute, with the White House presenting mixed messages on semiconductor and technology component tariffs.

加密交易者將緊密遵循美國 - 中國貿易糾紛的最新發展，白宮在半導體和技術組件關稅上呈現混合信息。

President Trump’s administration has decided to exempt smartphones, computers and the semiconductors that power them from tariffs, but the rate for other items will be announced next week, the president said on Monday.

總統週一說，特朗普總統的政府已決定免除其免稅智能手機，計算機和半導體的關稅，但其他物品的速度將在下周宣布。

There will be “some flexibility” on the matter, Trump said at a press briefing on Monday.

特朗普在周一的新聞發布會上說，此事將有“靈活性”。

“The market saw a material rebound as popular consumer electronics categories were exempted from the 125% tariffs on China,” BTSE COO Jeff Mei told CoinDesk in a Telegram message.

BTSE COO Jeff Mei在一份Telegram消息中告訴Coindesk：“市場可以反彈，因為受歡迎的消費電子類別免於中國的125％關稅。”

“Even after Trump mentioned that they would simply be moving to another bucket of tariffs rather than exempted altogether, markets held their gain amidst rumors that business leaders were able to convince the Trump administration to peel back some of their highest tariffs.”

“即使在特朗普提到，他們將只是在另一桶稅率的關稅上而不是完全豁免，也是在謠言中宣布商業領袖能夠說服特朗普政府剝奪其一些最高關稅的謠言。”

“From our side, we believe there will be challenges to shift global supply chains away from China overnight and that low-end, low-margin manufacturing is most likely going to shift to other Asian countries after they broker trade deals. That being said, we do think that this rally looks temporary and that markets will continue to be volatile in the short term,” Mei added.

梅伊補充說：“在我們這方面，將全球供應鏈轉移到一夜之間的情況下，將全球供應鏈轉移到中國，低端，低利潤的製造業很可能會在經紀經紀交易後轉移到其他亞洲國家。也就是說，我們確實認為，這種集會看起來暫時，而且市場在短期內將繼續揮發性。”

Meanwhile, China has announced its own tariffs on semiconductors, hitting U.S.-origin chips with a 34% tariff. However, China counts origin as where the chip was fabricated, not designed.

同時，中國宣布自己對半導體的關稅，以34％的關稅擊中了US-Origin芯片。但是，中國將起源視為芯片的製造而不是設計的。

As the majority of U.S. chip companies, like AMD and Nvidia, don’t operate their own fabs and instead rely on Taiwan’s – which China counts as its own territory – TSMC, they would be effectively exempt from these tariffs.

由於美國大多數籌碼公司（如AMD和NVIDIA）不經營自己的工廠，而是依靠台灣（中國算作其自身領土）的台灣公司（TSMC），他們將有效免除這些關稅。

Analysts in China generally view the semiconductor tariffs as an opportunity to accelerate domestic innovation, localization and supply-chain restructuring, ultimately benefiting China’s semiconductor industry in the long run.

中國的分析師通常將半導體關稅視為加速國內創新，本地化和供應鏈重組的機會，從長遠來看，最終使中國的半導體行業受益。

Local media in Taiwan report that TSMC is accelerating the construction of another fab in Arizona in order to be able to provide more U.S. fabricated chips as a cloud of uncertainty hangs above the sector.

台灣的當地媒體報導說，TSMC正在加速在亞利桑那州的另一個工廠的建設，以便能夠提供更多的美國製造籌碼，因為不確定性的雲層懸掛在該行業上方。

Within China, equity traders seem to be waiting on the final tariff news in order to make their next move.

在中國在中國，股權交易員似乎正在等待最終的關稅新聞，以便採取下一步行動。

Shanghai’s SSE composite index is up 0.8%, while Shenzhen’s tech-heavy SZSE is up 0.9%. Hong Kong’s Hang Seng is up 2.4%.

上海的SSE綜合指數上漲了0.8％，而深圳高科技的SZSE上漲了0.9％。香港的Hang Seng上漲了2.4％。

Elsewhere in crypto, Hong Kong's Bosera HashKey Ether exchange-traded fund (ETF) has been approved to offer staking services. This comes after the city's market regulator, the Securities and Futures Commission, issued guidance on offering staking services in Hong Kong.

香港的Bosera Hashkey以太交易所基金（ETF）在Crypto的其他地方已被批准提供Staking Services。這是在紐約市的市場監管機構，美國證券和期貨委員會發布有關在香港提供Staking Services的指南。

Bloomberg ETF analyst Eric Balchunas noted on X that the market hasn't taken to ether ETFs very kindly. The best-performing ETFs on the market, he wrote, have been those that are short ether ETFs.

彭博ETF分析師埃里克·巴爾庫納斯（Eric Balchunas）在X上指出，市場並未非常友善地接受市場。他寫道，市場上表現最佳的ETF是那些短的ETER ETF。

Ether has been down 47% over the last year, according to CoinDesk market data, while CoinDesk 20 is up 14%.

根據Coindesk Market數據，去年的Ether在去年下降了47％，而Coindesk 20增長了14％。