数据显示过去几年，外国投资者持续减持美债和机构债，与此同时美国股票和公司债流入的资金大幅增加。 股票的12个月滚动净买入已经接近9000亿美元，处于历史极高水平；公司债净买入也明显回升。相反，美国国债净买入从2022—2023年的高位快速下降，机构债则接近零附近。 这种变化暗示海外资金不看好美国政府债务的风险收益比，但仍看好美国优秀企业的发展前景，股票和公司债提供的就是“美国企业信用”。

A U.S.-backed consortium is negotiating an investment of roughly $500–600m to develop the Kabanga nickel project in Tanzania as the Trump administration pushes to secure critical metal supplies. The group, formed in October and backed by the U.S. International Development Finance Corporation (DFC) and Abu Dhabi’s L'imad Holding, would have Orion CMC acquire a stake in Kabanga Nickel, the Lifezone Metals unit that holds the project; one source said the amount is closer to $500m.

CloudWalk Technology reported 1H 2026 revenue of CNY100m, down 40.67% YoY, and a net loss attributable to shareholders of CNY78.77m versus a CNY230m loss a year earlier. The company said the revenue decline mainly reflected a high base in 1H 2025 when multiple compute-capacity construction projects were completed and recognized; fewer such project completions and revenue recognitions occurred in the current period.