Trump Administration Considers New Tariffs on Semiconductors, Morgan Stanley Increases Stake in Zhongji Xuchuang to 8.23%

The Trump administration is considering imposing a new round of comprehensive tariffs on semiconductor products. Morgan Stanley has increased its long position in Zhongji Xuchuang's H-shares to 8.23%. CZ stated that Bitcoin will be more important than gold in the future, but the shift among major powers will take time. Bank of America maintains a "Buy" rating on SK Hynix, with a target price of $250. Bithumb won a preliminary ruling, ordering it to return approximately $145,000 in mistakenly sent Bitcoin sales proceeds to users. JPMorgan raised the target price for NVIDIA (NVDA.O) from $280 to $320. Strategy's MSTR daily trading volume surpassed Dell, exceeding several tech and financial giants. Huang Renxun stated that the best U.S. stock trading strategy in 2026 is to pay attention to whom he dines with. Market news indicates that Kioxia and SanDisk plan to invest $31 billion in Japan to expand their memory chip factories. Brother Ma Ji closed all positions in ENA just one hour after going long, reducing the overall position to approximately $117 million.

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