現貨白銀日內漲幅達3.00%，現報61.30美元/盎司。

Token支出價格指數進一步跌至1.3136，延續5月末以來下行趨勢，繼續刷新3月初以來新低，暗示AI企業燒錢速度持續放緩。該指標目前回吐年內相當一部分漲幅，逐步接近去年年底的水平。 注：出售Token是目前AI產業的重要變現源頭，其價格是衡量目前算力供需狀況的信號之一，若Token價格保持在高位，雲服務商就有動力增購更多GPU、DRAM內存並擴建數據中心，反之就要小心AI企業“消費降級”，成爲本輪硬件狂歡週期結束的領先指標。Token價格數據來源於OpenAI、Anthropic、DeepSeek等全球頂尖AI模型。

Honda raised its fiscal-year operating-profit forecast to ¥650bln from ¥500bln after quarterly results, citing yen weakness and stronger-than-expected US demand for hybrid vehicles. The company now sees full-year sales of ¥24.15tln versus prior guidance and analyst estimates of ¥23.2tln; analysts’ average profit forecast is ¥676bln. Honda said it expects a profit rebound this fiscal year driven mainly by FX tailwinds and US hybrid sales, while it works to restructure an underperforming auto unit. The company booked a ¥2.5tln impairment in March that produced its first annual loss since 1948 and said a previously uncompetitive model lineup left it behind in the shift to advanced battery EVs.