据Punchbowl：美国副总统万斯今日将出席参议院共和党午餐会。预计万斯将在会上讨论政府资金安排、SAVE法案等立法议题。

A senior ruling-party LDP official said Japan's BOJ ETF holdings could be used to help fund a planned cut in the food consumption tax, signaling the central bank's large equity holdings are becoming a political target. Prime Minister Takaichi has ruled out financing the tax cut with new debt and seeks non-tax revenue to fill an estimated annual shortfall of about 5 trillion yen (≈$31.7bn). Daishiro Yamagiwa, deputy head of the LDP tax research council, said proceeds from selling the BOJ's roughly 37 trillion yen of ETF holdings could be considered. At the BOJ's current disposal pace of about 330 billion yen a year, Yamagiwa noted it would take roughly a century to liquidate the position and suggested accelerating sales while equity prices are high. The BOJ says it is selling ETFs gradually to avoid disrupting the stock market.

西部数据(WDC.O)预计2027财年第一季度营收同比增长42%至49%。