TD COWEN：将Workday目标价从220美元下调至210美元。

美大豆日内涨幅扩大至1.00%，现报1250.25美分/蒲式耳。

MOODY'S rating analysts say heavy AI investment could weaken credit metrics at US hyperscale cloud providers, though large capital buffers should mitigate some pressure. With capex rising faster than operating cash flow, hyperscalers' free cash flow is forecast to fall in 2026-27. Increased bond issuance by Meta, Alphabet and ORACLE is likely to add leverage pressure. Still, substantial cash reserves plus revenue and EBITDA growth should allow these firms to absorb 12–24 months of elevated capex without materially impairing credit quality.