美国贸易代表格里尔：美国仍从加拿大获取所需的石油、天然气和钾肥。

Timothy Moe, head of Asia-Pacific equity strategy at Goldman Sachs, says AI-related stocks remain attractive despite rising government bond yields and that the firm is in the "longer-for-longer" camp on rates. He cites ultra-scale cloud providers' planned capex of about $800bn this year, rising to roughly $1.2trn by 2027, as a key demand signal for the Asian AI hardware supply chain. Asian equities trade at about 10x PE, near the low end of their historical range, which Moe says adds valuation support while corporate earnings growth should help buffer a high-rate environment. He expects market volatility to persist into the U.S. midterms, with high energy prices and geopolitical risks adding downside pressure, but sees a potential year-end rally driven by earnings and valuation recovery once that phase passes.

U.S. natural gas futures rose 6.00% intraday to $3.343 per MMBtu.