微软(MSFT.O)首席财务官：2026财年全年云收入超过2140亿美元，近90%来自非前沿模式公司的客户。

OpenAI Codex产品负责人Tibo：明天还将恢复五小时使用额度，此前在调查期间我们曾暂停该限制。

J. Safra Sarasin economist Louis Chua said Japan plans to cut the food consumption tax from 8% to 1% effective April 2027, a move by Sanae Takaichi’s government to allay mounting cost-of-living concerns that have weakened public confidence in inflation management. Chua expects retailers—especially supermarket operators, discount chains and food-focused drugstores—and restaurants with pricing power to be primary beneficiaries. The bank added that increased market volatility could, in the short term, accelerate flows out of technology into defensive and domestic-demand-focused stocks.