For the US to attack effectively in the Atlantic, they will need some fleet, otherwise German subs will deny them landings. This would probably be the turn to build a carrier and destroyer for the Atlantic for that reason. I don’t like the idea of not spending in the Pacific but you might want to consider dropping a transport or two in the East so you can build a sub or two in the Pacific. Normally, my Pacific builds are going to be 1 transport + at least one carrier + subs and air and I don’t like to get behind the Japanese in Carrier builds. But Europe may require it and your strength in China can help contain Japan for a turn.
Another option (to get Gibraltar quickly) is to move the two carriers and a destroyer built in 10 to 89, land hte Hawaii fighters on them and then build a bunch of transports. You can build more navy and air for the pacific side too but threaten Gibraltar with 5 air and 8-12 land units. Building another bomber or two might be an option too. He probably can hold it, but he would have to leave most of the German air there. And the Italian fleet would then be exposed if it moved with a transport to strengthen Gibraltar as British subs and air could reach. At the very least this forces the Germans to focus on their West and may give the Soviets more room to maneuver and Egypt more time. And you might get Gibraltar back out of it next turn. The danger is what it does in the Pacific, but given that you are holding Yunnan, and that much of his fleet is too far away to stack caroline Islands, it may be worth it. The more I think about it, the more likely that this would be my choice, but I would want to think carefully about what happens in the Pacific and make sure I’m not setting up to lose Hawaii. I wouldn’t do Caroline Islands if I did this.
The British build I think is likely a factory in Persia and a carrier if possible along with inf in Cairo. And you can pull the fleet back to the Suez and bring as much air in range as possible. This might mean the UK air in China would go to the Caucasus even if it costs the bonus for a turn.