據悉特朗普致電普京與澤連斯基，力求重啓陷入停滯的和平談判，並主動提出在土耳其北約峯會之前，協助斡旋俄烏問題的解決方案。

卡塔爾能源：已達成協議，規定了評估和分配碳氫化合物、天然氣、電力及相關資源的條款，以支持下游工業投資。

Nomura says the global storage industry’s core imbalance is a severe supply shortage and AI-driven structural demand growth has not yet peaked. Investor fears of an imminent supply glut are materially overblown, and recent market weakness could offer a window to reassess storage valuations. Nomura notes semiconductor capex-to-capacity conversion is very slow; a Korean investment plan of about 4,800 trillion won will take at least 5–10 years to translate into actual capacity. High-margin HBM (high-bandwidth memory) is crowding out general-purpose memory capacity, further tightening supply. Nomura adds Meta’s recent decision is not an inflection point for weaker AI hardware demand; Meta bringing compute to market may help stabilise and push down per-token prices that have risen amid current compute shortages.