巴克莱：将AMD(AMD.O)目标价从500美元上调至665美元。

Indian bond yields have scope to rise further as investors weigh tighter policy and growing fiscal worries; foreign outflows and a weaker rupee have added pressure. The benchmark 10-year yield is up roughly 34bp to 7% since the outbreak of conflict in Iran three months ago. IndusInd Bank forecasts the 10-year at 7.45% by end-2026; Kotak Mahindra sees a trading range of 6.8–7.4% through March. The Reserve Bank of India faces pressure to tighten at Friday’s meeting after higher oil costs and currency weakness lifted inflation risks, although most economists expect a hold. Derivatives show more aggressive pricing: five-year interest-rate swaps have risen over 60bp since the conflict began. Shorter-dated government bonds led the sell-off, with the five-year yield up 54bp. Market participants will watch for any hawkish shift; Tata AMC and Bandhan AMC expect about 75–100bp of hikes in this cycle.

Huawei Terminal said the 2026 Developer Conference will run June 12-14 in Dongguan’s Songshan Lake, showcasing ecosystem partner innovation cases, developer content, and new HarmonyOS features and AI capabilities.