随着东亚市场的开放，比特币（BTC）持平，交易超过8.4万美元

上周末，商务部长霍华德·卢特尼克（Howard Lutnick）表示，白宫决定免除智能手机，计算机和将其免于关税的半导体等物品的决定是一项临时措施。

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.

加密交易者将紧密遵循美国 - 中国贸易纠纷的最新发展，白宫在半导体和技术组件关税上呈现混合信息。

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.

总统周一说，特朗普总统的政府已决定免除其免税智能手机，计算机和半导体的关税，但其他物品的速度将在下周宣布。

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

特朗普在周一的新闻发布会上说，此事将有“灵活性”。

“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消息中告诉Coindesk：“市场可以反弹，因为受欢迎的消费电子类别免于中国的125％关税。”

“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，他们将只是在另一桶税率的关税上而不是完全豁免，也是在谣言中宣布商业领袖能够说服特朗普政府剥夺其一些最高关税的谣言。”

“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.

梅伊补充说：“在我们这方面，将全球供应链转移到一夜之间的情况下，将全球供应链转移到中国，低端，低利润的制造业很可能会在经纪经纪交易后转移到其他亚洲国家。也就是说，我们确实认为，这种集会看起来暂时，而且市场在短期内将继续挥发性。”

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.

同时，中国宣布自己对半导体的关税，以34％的关税击中了US-Origin芯片。但是，中国将起源视为芯片的制造而不是设计的。

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.

由于美国大多数筹码公司（如AMD和NVIDIA）不经营自己的工厂，而是依靠台湾（中国算作其自身领土）的台湾公司（TSMC），他们将有效免除这些关税。

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.

中国的分析师通常将半导体关税视为加速国内创新，本地化和供应链重组的机会，从长远来看，最终使中国的半导体行业受益。

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.

台湾的当地媒体报道说，TSMC正在加速在亚利桑那州的另一个工厂的建设，以便能够提供更多的美国制造筹码，因为不确定性的云层悬挂在该行业上方。

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

在中国在中国，股权交易员似乎正在等待最终的关税新闻，以便采取下一步行动。

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综合指数上涨了0.8％，而深圳高科技的SZSE上涨了0.9％。香港的Hang Seng上涨了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。这是在纽约市的市场监管机构，美国证券和期货委员会发布有关在香港提供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分析师埃里克·巴尔库纳斯（Eric Balchunas）在X上指出，市场并未非常友善地接受市场。他写道，市场上表现最佳的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%.

根据Coindesk Market数据，去年的Ether在去年下降了47％，而Coindesk 20增长了14％。