世界銀行首席經濟學家吉爾：美國、印度等國在伊朗戰爭的影響下基本受到保護，但高債務水平的發展中國家面臨更大風險。

Airbus targets adjusted EBIT of about €12–13 billion in 2029.

UBS analysts, after an online roadshow with ASML CFO Roger Dassen, said ASML plans to raise semiconductor-equipment output in 2027 and 2028, signalling unusually long demand visibility. ASML is considering boosting EUV lithography output about 30% in 2027 and a further 30% in 2028 as customers have placed large orders. Analysts said the extended visibility reinforces the view that semiconductor demand may exceed supply for a prolonged period.