Mitsubishi UFJ analyst Lee Hardman said the AUD was the worst-performing G10 currency overnight despite being the best YTD. Selling in AI-related chip names and renewed doubts about semiconductor technology progress revived risk aversion and pressured the AUD. Bullock’s remarks contained no near-term hawkish signal, further weighing on the currency, though markets still price one rate hike later this year.

The Shanghai municipal government office issued the Implementation Plan for Building the Yangtze River Delta Inland Shipping High-Quality Development Pilot Area and Inland Water Transport System Connectivity Project (2026–2030). The plan calls for development of new-energy and clean-energy vessels: scale up battery propulsion for small-to-medium ships and short-to-medium distance routes, and build/upgrade charging and battery-swap infrastructure; pilot methanol propulsion and other new-energy/clean-energy technologies in inland shipping; and progressively establish shore-based and waterborne new-fuel bunkering capacity.

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。