Pre-market Stock News Roundup: U.S. to Ban Import of Chinese New Data Center Components, Bezenth to Potentially Reach Agreement with Iran Tomorrow

BlockBeats News, August 4th, a summary of important pre-market news in the US stock market:

1. The Trump administration is drafting a ban on the import of new Chinese data center components. The Federal Communications Commission (FCC) plans to impose import restrictions on Chinese optical transceivers (used for high-speed data transmission in data centers) and hopes to announce the effectiveness within this year;

2. US Treasury Secretary Benson stated that tomorrow an agreement with Iran may be reached to open the Strait of Hormuz;

3. SK Hynix and SanDisk have released the first standard specification of HBF (High-Bandwidth Flash) through OCP, and showcased related AI memory solutions at FMS 2026 in Santa Clara, California;

4. Huawei Semiconductor's chief warning: NVIDIA's chip scale expansion is approaching the physical limit, and crossing the critical point will trigger a "avalanche";

5. The latest report from JPMorgan Chase indicates a continued positive view on the "Tech + Cyclical" stock allocation. It also recommends adding healthcare as a third investment theme to reduce overall portfolio correlation with macro factors;

6. Yesterday, the US spot Bitcoin ETF saw a net inflow of $170.1 million, while the spot Ethereum ETF saw a net outflow of $11.9 million.