戴爾(DELL.N)首席運營官傑夫·克拉克：公司的人工智能工廠客戶數量超過5000，涵蓋新雲、主權客戶和企業客戶的增長。

Former Bank of Japan policy board member Sakurai, who served 2016–21, said the BOJ is likely to raise rates next month and that the meeting will determine whether policymakers avoid falling behind inflation. He warned that failing to hike risks missing a tightening window and, given sustained uncertainty from the Iran conflict, could force an indefinite delay of further increases. The yen is trading near levels seen during last month’s official intervention, raising the risk that higher import costs will push inflation up. Tokyo CPI, a BOJ focus, rose 1.3% YoY in May—below forecasts and the smallest gain in four years—largely due to a temporary Tokyo water-bill cut; Sakurai called the print a technical distortion and said core inflation could reaccelerate later this year. Political risk remains: Sanae Takaichi is viewed as a potential restraint on tightening, but Sakurai said Bessent’s recent visit, which signaled broad support for further hikes, may allow political actors to defer to the BOJ’s judgment.

日本內閣官房長官木原稔：政府的立場一直是將就匯率採取適當行動。