Daiwa Securities economist Kento Minami said the Bank of Japan may still view policy rates as far below neutral, noting the BOJ reiterated after Tuesday's hike that financial conditions remain accommodative. Minami said the BOJ's basic policy stance has been largely unchanged since April, but added the BOJ now judges core consumer inflation could exceed its 2% price-stability target—implying a faster pace of rate hikes if upside risks materialize. Investors generally expect roughly one rate incr

China's AI boom is driving exponential demand for computing power; national compute capacity now ranks second globally, the National Data Administration's deputy director Li Jianguo said. He said recent integration of a supercomputing internet and domestic intelligent-compute clusters is accelerating an autonomous, virtuous computing ecosystem; next steps will focus on onboarding broader societal compute demand to the network and encouraging more scheduling-service providers to join platform operators. Direct investment in the computing network, including information equipment and civil engineering, will reach the tln-yuan scale, and coordinated planning of computing and electricity (compute-power coordination) will become a new investment growth pole.

Iranian foreign minister Araghchi said the war cannot end unless Israeli forces withdraw from territory they occupied during the conflict.