聯邦快遞：聯邦快遞與日本郵政擴大合作，以增強日本客戶的全球運輸選擇。

CITIC Securities says AI-driven acceleration since 2023 is prompting rapid optical-module tech upgrades—higher chip rates, silicon-photonics integration and CPO architectures—driving iteration in optical-module test equipment. Combined with fast expansion of AI compute infrastructure, this is lifting both volumes and prices for test equipment. International suppliers retain a lead in the 1.6T high-end segment, but Chinese firms are accelerating and narrowing the gap; CITIC is positive on long-term growth in China’s optical-module sector and on high-end test-equipment localization.

世界黃金協會：現在的美聯儲對通脹表現出強烈的厭惡，而且如今的消費者或許更難承受持續的價格上漲，因爲個人儲蓄率已接近歷史低點。因此，通脹再次飆升可能會導致政策收緊和經濟增長放緩，而不是像20世紀70年代那樣出現典型的通脹爆發。