BOJ Governor UEDA said Japanese domestic investment is expected to rise, but the extent of the increase is highly uncertain.

Sichuan Provincial Development and Reform Commission issued measures to boost private investment, prioritizing land support. The plan steps up marketing of commodity residential land to private firms and will update planned supply information promptly. It aims to lower industrial land costs by allowing industrial projects to pay land-transfer fees in installments under agreement; private projects on the province's key-project list may also pay land prices in installments as permitted. Private firms may raise floor area ratio on self-owned industrial land to build or expand production facilities without additional land charges, provided detailed planning is met and land use is unchanged. New construction planning will allocate at least 80% of new industrial land to private-investment projects; local authorities are directed to activate stock land and prioritize SMEs for productive-capacity projects, with provincial reallocation to cover shortfalls by year-end.

安联首席顾问埃尔埃利安：纳斯达克昨日遭遇自2020年3月以来最大跌幅，其对更广泛市场的影响再次提醒我们，市场在多大程度上押注于人工智能（AI）交易。这种押注既有合理的积极因素，例如生产力提升的潜力、庞大的投资规模以及IPO前景等；也存在不那么积极的一面，例如循环融资、融资主体之间相互依赖以及过度使用杠杆等。