美国贸易代表格里尔：最终的301调查报告应在不久后发布。

Hong Kong-listed airline shares fell: China Eastern Airlines (00670.HK) down 5.6%, Air China (00753.HK) down more than 4%, China Southern Airlines (01055.HK) down 3.8% and Cathay Pacific Airways (00293.HK) down more than 3%.

TrendForce’s latest memory-price survey says some chipmakers had already reflected increases in their 2Q26 quotes, while several US cloud service providers have signed multi-year LTAs that limit vendors’ ability to raise prices for those accounts. TrendForce estimates Server DRAM contract prices will rise 13–18% QoQ in Q3. Persistent supply tightness, however, could still prompt suppliers to compete by lifting quotes further.