现货黄金向上触及4720美元/盎司，日内涨0.63%。

Microsoft may reconsider its ambitious 2030 goal to match 100% of hourly electricity use with renewables as it scales energy-intensive AI data centers. The company is debating whether to delay or abandon the target, though no final decision has been made. A spokesperson said annual renewable matching remains a focus, but the stricter hourly goal is under review. Rising AI energy demands have made natural gas more attractive, highlighting tension between rapid data center expansion and pre-AI climate commitments. Big Tech’s clean-energy pledges now face feasibility challenges.

马士基：仍预计本财年全球集装箱贸易增长2%至4%。