Philippine finance minister says he hopes to sign a Pax Silica framework agreement with the United States within the year.

据华尔街日报：消息人士称，OpenAI、Anthropic和谷歌正向初创企业提供价值数十万美元的算力资源及其他优惠，以争取新的企业客户。

JP Morgan Asset Management global markets strategist Raisah Rasid said robotics and autonomous-driving firms could be the next winners in AI-driven trades as large-scale adoption accelerates, particularly in generative AI. She said AI gains are spreading beyond hyperscalers and that earnings growth — especially in hardware — has been a key driver of major market returns. Rasid added KOSPI’s triple-digit 1H rally is unlikely to repeat in H2, with growth set to moderate as companies may struggle to sustain strong pricing power in hardware.