高盛：潛在機遇源於貨幣寬鬆、人工智能投資以及更爲均衡的美國監管體系等因素。

China has halted some exports of jet fuel, diesel, kerosene and fertilisers under guidance from the National Development and Reform Commission, aiming to preserve domestic energy and food supplies amid Middle East disruptions. Industry sources and analysts said shipments have been curtailed without formal announcements. Vietnam and Australia face rising fuel costs and potential shortages, while India and the Philippines assess alternative supplies. Hu Min Min of S&P Global Energy said waivers are “unlikely” without resumed Strait of Hormuz navigation, adding refiners will prioritise domestic inventories over exports.

FED'S BOWMAN: HOPES BANK RULE CHANGES WILL PULL MORE ACTIVITY BACK INTO BANKING SECTOR