市場消息：Asylon與英偉達宣佈達成合作，通過推出DroneIQ Overwatch™進一步推進機器人安防領域中的“物理AI”發展。

WITKOFF, KUSHNER, VANCE COULD REPRESENT US AT TALKS: AXIOS

Goldman Sachs raised the likelihood of a U.S. recession in the next 12 months to 30%, up 5 percentage points, citing surging oil and gas prices, tighter financial conditions from the Middle East conflict, and fading effects of Trump’s tax law. Chief Economist Jan Hatzius projects unemployment will reach 4.6% by year-end. The bank expects sub-trend GDP growth of 1.25–1.75% in H2 and anticipates Fed rate cuts in September and December. Goldman also raised its oil forecast due to ongoing Strait of Hormuz disruptions.