Goldman Sachs says if ETF inflows resume and current elevated long-call option positions persist, dealer hedging could mechanically amplify a rebound and push gold prices well above its forecasts.

特朗普承诺，若共和党赢得中期选举，将向美国成年人发放5000美元支票。宾大沃顿预算模型负责人Kent Smetters估算，全面发放将耗资约1.35万亿美元；即使把家庭收入上限设为40万美元，成本仍约1.15万亿美元。若领取者在半年内消费其中约4000亿美元，未来一年通胀率最高可能被推高0.5个百分点。

China's Ministry of Industry and Information Technology issued an implementation plan for an AI+Software special action, setting milestones for 2028 and 2030. By 2028 the plan targets a significant rise in intelligence across the software and IT services sector, development of advanced intelligent programming tools and development platforms, application rollout to 20,000 large software firms, implementation of 100 software enterprise intelligent-upgrade projects, and delivery of 100 benchmark agent-software applications in key industries; it also aims to advance open, collaborative open-source communities and incubate more than five high-quality open-source projects. By 2030 the plan seeks comprehensive intelligent upgrades of key software, to establish intelligent programming, agent software and intelligent services as new industry growth poles, to build several internationally influential open-source communities and industry clusters, and to push China's software and IT services up the global value chain.