Bank of England Governor Bailey said he has not yet seen any impact from AI in macroeconomic data.

美國總統特朗普：村民樂團（Village People）歌手維克多·威利斯去世，享年74歲。他很喜歡我在集會上使用他的組合的歌曲《YMCA》。這首歌在原始發行30年後再次成爲一首“現象級”熱門歌曲。

Huatai Securities said South Korea's $1.3 trillion semiconductor strategy equals roughly 7.8x TSMC's $165 billion Arizona investment and could materially alter global industry competition and supply-demand dynamics. Under strong AI-driven demand, expansion of advanced nodes, HBM and advanced packaging capacity should sustain incremental equipment demand; semiconductor equipment vendors may receive long-term structural tailwinds from this decade-spanning investment cycle. Relevant overseas beneficiaries include leaders in lithography, deposition and etch, and coat/develop equipment, plus firms with high memory revenue exposure. Chinese beneficiaries noted include cleaning-equipment and thermal-processing suppliers with operations in South Korea.