美聯儲威廉姆斯：預計未來幾年人工智能將帶來更高的生產率增長。

Returns from the global AI-driven capital expenditure boom remain uncertain, CGS International analyst Lim Siew Khee said, noting markets are pricing in prolonged semiconductor capacity constraints despite the sector’s cyclical nature. US equities recently hit fresh highs on liquidity and tech momentum, with earnings revisions improving across Asia’s supply chain. However, potential inflation volatility from oil supply shocks could trigger rate swings and disrupt global equity valuations.

伊朗武裝部隊：那些只依賴現代武器的人已經證明，面對擁有精神和意識形態力量的戰士，他們無能爲力。