U.S. Considers Banning Chinese Data Center Components; Benoit Predicts Iran Deal Tomorrow

HuoXing Finance report: On August 4, key pre-market news in the U.S. stock market is as follows: 1. The Trump administration is drafting a ban on importing new Chinese data center components; the U.S. Federal Communications Commission (FCC) plans to impose import restrictions on Chinese optical transceivers (used for high-speed data transmission in data center fiber optics) and aims to announce and implement the measure this year; 2. U.S. Treasury Secretary Bessent stated that an agreement with Iran to open the Strait of Hormuz may be reached tomorrow; 3. SK Hynix and SanDisk, through the Open Compute Project (OCP), have released the first standard specification for HBF (High-Bandwidth Flash) and demonstrated related AI memory solutions at FMS 2026 in Santa Clara, California; 4. Huawei’s semiconductor chief warned that NVIDIA’s chip scaling is approaching physical limits, and surpassing the critical threshold could trigger a “domino effect”; 5. J.P. Morgan’s latest report maintains a favorable outlook on the “technology + cyclical” stock allocation mix and recommends adding healthcare as a third investment theme to reduce overall portfolio correlation with macroeconomic factors; 6. Yesterday, U.S. spot Bitcoin ETFs saw net inflows of $170.1 million, while spot Ethereum ETFs experienced net outflows of $11.9 million.