日本央行：多个地区表示出口风险急剧下降，产出已略有下降。

Trump's push to let Ukraine indigenously produce Patriot air-defense systems and Tomahawk cruise missiles signals a shift in US support from direct fiscal aid to a tech-transfer plus supply-chain-export/outsourcing model. The change forces a re-evaluation of defense contractors' commercial logic: licensing of systems, supply of key components and long-term maintenance contracts can expand overseas revenue and convert one-off government orders into steadier global ecosystem income. It also signals US preparation for a more protracted security commitment, supporting a sustained lift in European defense spending and defense-sector investment. For markets, geopolitical risk is moving from episodic shocks toward structural industry and fiscal shifts; investors may reprice European security assets, the defense sector and energy/resource-linked defensive exposures accordingly.

市场消息：“大空头”迈克尔·伯里买入DraftKings和Flutter股票，押注预测市场未来将面临更严格监管，两大体育博彩公司有望受益。