-- 据《日经亚洲》周二报道，美国正试图通过与亚洲、欧洲和中东盟友建立供应链联盟来缓解全球存储芯片短缺问题。报道援引了美国负责经济事务的副国务卿雅各布·赫尔贝格的话。 报道称，这项名为“硅谷联盟”（Pax Silica）的倡议于去年12月启动，旨在保障半导体、人工智能和关键矿产的供应链安全，同时减少对中国的依赖。包括印度、日本、韩国、新加坡和菲律宾在内的14个国家已加入该联盟，挪威预计将于本周加入。 报道还指出，美国总统唐纳德·特朗普预计将于5月14日至15日访问北京，并可能与中国国家主席习近平讨论半导体和稀土出口管制问题。赫尔贝格表示：“无论会晤结果如何，像‘硅谷联盟’这样旨在降低供应链对中国依赖风险的倡议都将继续推进。” 美国国务院尚未回复的置评请求。 （市场动态新闻来源于与全球市场专业人士的对话。这些信息据信来自可靠来源，但可能包含传闻和推测。准确性无法保证。）
Price: $197.71, Change: $-0.83, Percent Change: -0.42%
3:00 Tuesday vs 3:00 Monday2yr 99-20 vs 99-19; 3.934% vs 3.962%5yr 99-04 vs 99-00+; 4.069% vs 4.093%10yr 97-23 vs 97-14+; 4.413% vs 4.447%30yr 96-13+ vs 95-23+; 4.980% vs 5.026%2/10 47.739 bps vs 48.280 bps5/30 90.966 bps vs 93.109 bps
Japan is accelerating talks on a yen-denominated energy loan for South Africa while promoting ammonia co-firing technology, Bloomberg said Tuesday, citing Japanese diplomatic officials.Japan will use the proposed loan to support South Africa's energy transition, though it did not disclose the amount, the report said, citing officials.Japan's initiative adds to about $10 billion in climate financing already pledged to South Africa by European countries under an existing energy transition agreement.Germany and Japan are expanding efforts to position their companies in South Africa, targeting opportunities in a market with strong solar and significant green hydrogen production potential.Leaders first discussed the loan during a meeting between President Cyril Ramaphosa and former Japanese Prime Minister Shigeru Ishiba in Yokohama in August, the report added.Japan is promoting ammonia co-firing, which replaces part of coal use at power plants with ammonia to reduce emissions while maintaining existing infrastructure.South Africa can produce green hydrogen using its solar and wind resources, then convert it into ammonia for easier storage and transport, supporting cleaner energy pathways.However, critics say ammonia co-firing could extend the life of coal plants, as South Africa still generates about three-quarters of its electricity from coal, the report noted.has reached out to South Africa's Department of Electricity and Energy for any comments.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)
Price: $78.25, Change: $+3.79, Percent Change: +5.09%