Market sources: Israeli Prime Minister Netanyahu has arrived at Joint Base Andrews, Maryland, and is scheduled to meet President Trump on Tuesday local time.

图中显示，Alphabet、亚马逊、Meta、微软和甲骨文一季度合计回购约90亿美元，降至近十年低位，较2021年约500亿美元的峰值减少逾80%。其中Meta一季度回购归零，而上年同期回购127.5亿美元；彭博统计显示，在Alphabet、亚马逊、Meta和微软四大AI支出者中，仅微软仍实施回购。 这反映科技巨头的资本配置正从股东回报转向数据中心、芯片和网络设备。五家公司的年度资本开支预期已由年初约4850亿美元上调至约7300亿美元，短期自由现金流和回购空间同步被压缩。 回购减少不会直接决定股价下跌，但意味着减少流通股、抵消股权激励稀释和承接卖盘的稳定力量正在减弱，科技股估值将更依赖AI收入与现金流能否及时兑现。

Reserve Bank of Australia Governor Bullock said inflation remains too high and the RBA cannot rule out further rate increases. She said the bank is prepared to act as needed to meet its policy goals, including raising the cash rate. But the RBA is not rushing to hike and prefers to assess the impact of the Middle East conflict and whether the three rate rises earlier this year will be sufficient to curb price pressures. Bullock added that demand growth may need to slow further for inflation to sustainably return to target and that global conditions and the economic outlook are more uncertain, while the RBA’s objectives of price stability and full employment remain unchanged.