美国总统特朗普：（关于乌克兰与导弹问题）我认为这绝对不会发生。

Deutsche Bank strategist said Microsoft’s strong results triggered a global tech rebound, lifting the Nasdaq and semiconductor stocks and helping the S&P 500 record its best single-day performance in seven weeks despite weak breadth. Amazon’s robust cloud growth offset disappointing guidance from Apple. South Korea’s composite stock index (KOSPI) jumped 16.4% and Japan’s Nikkei Index rose more than 4%. Microsoft surged 15.51% after reporting the prior evening — its biggest one-day gain since 2008 — adding roughly $450bn to market value, the largest single-day market-cap increase on record and larger than the total market value of any European company except ASML.

OpenAI将GPT-5.6 Luna输入价格下调约80%；Amazon披露AWS的AI业务与自研芯片业务合计年化收入已达250亿美元；Google同时发布Gemini Robotics 2。今天的主线，是AI能力正在更快转化为价格竞争、云收入和真实世界执行能力。