AMAZON - LAUNCHES SUPPLY CHAIN SERVICES FOR ALL BUSINESSES

Returns from the global AI-driven capital expenditure boom remain uncertain, CGS International analyst Lim Siew Khee said, noting markets are pricing in prolonged semiconductor capacity constraints despite the sector’s cyclical nature. US equities recently hit fresh highs on liquidity and tech momentum, with earnings revisions improving across Asia’s supply chain. However, potential inflation volatility from oil supply shocks could trigger rate swings and disrupt global equity valuations.

货币市场预计到6月欧洲央行加息的概率超过90%。