市場消息：匈牙利將支持歐盟對俄羅斯制裁延長一年。

Tianfeng analyst Guo Mingchi said John Ternus, expected to become Apple’s next CEO, has approved scaling back Apple’s glasses roadmap—removing the Vision Pro line and reallocating resources to smart‑glasses with broader consumer appeal. Supply‑chain checks show AR/XR smart glasses with displays using waveguide optics delayed to 2029; non‑display AI glasses (Ray‑Ban Meta‑style) remain on track for 2027.

美國第一季度非農單位勞動力成本終值 1.8%，預期2.5%，前值2.30%。