美国总统特朗普：（谈数据中心）我认为任何拒绝人工智能的社区都在犯大错，因为你们的税收会大幅下降。有一场针对数据中心的运动。但如果看看数据，会发现一切都很好。由民主党人掌控的城市才是真正对国家的威胁。

CITIC Securities research says the "AI-eats-software" narrative is being gradually disproved. Leading vendors’ revenue and backlogs remain on robust growth paths and application-software fundamentals have not shown the structural slowdown markets feared. Model vendors are advancing enterprise adoption by embedding models into existing workflows such as CRM, ERP, ITSM and HCM. Traditional software firms’ data, industry expertise and client service remain core barriers to displacement. In the near term, rising model commoditization and a higher AI revenue mix at software companies are likely to support continued valuation re-rating in the U.S. software sector. Medium-term, whether the sector’s recovery becomes a fundamental turnaround depends on AI products driving overall revenue growth; the next one to two quarters are an important observation window.

Novo Nordisk (NVO.N) raised its full-year guidance for the second time this year, citing higher sales expectations for its obesity and diabetes medicines. Adjusted operating profit for Q2 2026 was DKK 33.389bn. The company now expects maximum declines in sales and profit of 6% this year at constant currency, narrowed from a prior worst-case of a 12% decline. Novo Nordisk said it is competing with Eli Lilly (LLY.N) in the obesity market, which it expects could reach about $120bn a year by 2030.