日本政府的經濟政策藍圖顯示，日本政府目標是確保年實際經濟增長超過1%。

馬斯克：基於我們1.5萬億參數的V9基礎模型、並在補充訓練中加入Cursor數據的Grok 4.5，現已在SpaceX和特斯拉進入內測階段。

China International Capital Co said the AI rally is showing signs of diffusion and market repricing is shifting toward upstream picks‑and‑shovels suppliers. A‑shares have delivered a pronounced structural rally YTD: ChiNext and STAR 50 are up 30.9% and 51.2%, with AI as the core theme. Since Q2 AI-sector volatility has increased; previously leading semiconductors, optical modules and PCBs face historically high trade crowding, and recent flows are moving into less crowded upstream materials and infrastructure — notably minor metals, electronic fabrics and optical fiber. CICC judges that with the AI trend intact, the market is more likely to display style diffusion than a systemic style rotation, making select upstream sub-sectors the current focus.