全球最大的一些科技公司纷纷涉足发债发股进行融资，来支撑人工智能基础设施建设，硅谷企业均一改以往依靠自有现金进行投资的传统模式。Alphabet、亚马逊、微软和Meta都表示，AI支出不会放缓。科技巨头今年的合计支出预计将超过7000亿美元，高于此前预期的约6000亿美元。桥水基金2月的分析指出，AI热潮已进入更危险的阶段，实物基础设施投资呈指数级增长，企业对外部资本的依赖也日益加深。

Capital Economics senior Asia-Pacific economist Abhijit Suriya says slower May wage growth is unlikely to deter further Bank of Japan tightening. Preliminary data showed Japan's cash earnings growth slowed to 3.2% YoY in May from 3.6% in April. Suriya said core/base wage indicators remain well above their 2025 average and at historically high levels, and that the print is unlikely to alter the BOJ's view that the labour market remains tight. Capital Economics maintains its forecast that the BOJ will raise rates to 2% by end-2027.

Japanese 40-year bond yield rose 1.0 bp to 3.935%.