伊朗外交部发言人：沙特阿拉伯坚持要求原定在阿曼举行的伊朗与海湾国家会晤不应举行。

SemiAnalysis 指出，前沿大模型实验室的算力分配呈现出和行业整体趋势明显分化的特征：其总算力中训练端占比仍维持 60% 以上，推理仅占 30% 出头，并未随模型上线而把资源大规模倾斜到对外服务的推理业务；与此同时，训练内部的算力结构也发生明显迁移，资源投入重心正从传统基座预训练，逐步转向后训练与强化学习环节。

BNP Paribas SA expects the Fed funds rate to rise into Q1 2027, with three hikes between Sep 2026 and Jan 2027. The bank cites healthy growth, persistent fiscal deficits and a surge in very large corporate issuance as upward pressure on long-term yields, which should flatten the yield curve. Analysts say the small tightening cycle should peak in Q1 2027, after which markets will digest Fed credibility and push yields modestly lower from Q2 2027.