美聯儲威廉姆斯：絕對沒有考慮改變2%的目標。

Goldman Sachs says if production outpaces expectations and high retail fuel prices keep demand recovery sluggish, Brent crude could fall to the roughly $60/bbl range by year-end.

BofA said technology-driven retirements of older fabs will limit South Korea's annual wafer capacity growth to under 10%, well short of the official 2030 doubling target. BofA estimates SK Hynix's incremental memory capacity through 2028 could be only one-sixth of its original plan. Construction and equipment-installation cycles for large new Samsung and SK Hynix wafer fabs in Gwangju and Jeollanam-do could stretch to as long as ten years.