高盛總裁約翰·沃爾德倫：通脹可能是單一最大風險因素。

Global billionaires are trimming positions as equity indices hit record highs. In recent weeks they have sold more than $1bn of stock: a Viessmann heir sold about $750m of Carrier Global shares; Danish magnate Henrik Lind sold roughly $175m of ISS A/S stock; and Mineral Resources Ltd. founder Chris Ellison sold about 10% of his holding for A$122.5m (≈$87m), his first reduction in nearly a decade. The transactions signal wealthy private investors locking gains amid an AI-fueled rally and stronger corporate earnings, despite geopolitical volatility. Banks including Goldman Sachs still see upside, though some investors warn valuations look stretched.

U.S. officials say no U.S. aircraft were shot down near Bushehr, Iran, despite claims by Iranian state TV.