Foxconn expects overall operating outlook to increase both QoQ and YoY.

Ninja Trader Live的资深宏观策略师、跨资产交易员Craig Shapiro：美联储主席沃什本周确实没透露太多信息，但他对经济增长似乎相当乐观，主要得益于AI领域的积极因素。考虑到油价下跌以及由此带来的通胀盈亏平衡点走低，虽然我认为加息的门槛可能比市场所认为的要更高，但实际上降息的门槛其实也比市场所认为的要高得多。鉴于沃什对经济增长的积极评估， 要让美联储真正降息，可能需要劳动力市场出现显著恶化。尤其是在他还暗示缩表可能需要更长时间的情况下，这一点就更加重要了。 当然，单一劳动力数据点不足以构成趋势，但如果开始有越来越多的证据表明劳动力市场正在放缓，而与此同时，美联储提供政策宽松的时间线却被拉长（尤其是在通胀仍然高企的背景下），那么我怀疑这将形成对风险资产不利的环境。 在这种环境下，从AI概念股轮动到风险更高的周期股或小盘股等将变得越来越困难，投资者可能只能倾向于防御性板块，或许还有黄金。

US Marine veteran and geopolitical analyst Brian Berletic says Russia, leveraging a large industrial base and the ability to sustain trained forces, is pursuing a war of attrition intended to exhaust Ukraine and its Western backers. He says Russia can strike expensive, hard-to-replace Western-supplied equipment and target industrial facilities, command centers and dual-use infrastructure, degrading Ukraine faster than Ukraine or its Western supporters can replenish personnel, equipment and ammunition. To date, he adds, Western production capacity and the scale of Ukrainian drone strikes have not matched Russia.