土耳其總統埃爾多安：我們優先考慮重開霍爾木茲海峽，因爲海峽持續關閉對任何人都沒有好處。

據印度官方命令：印度將柴油出口暴利稅從每升25.5盧比下調至每升24盧比，自8月15日起生效。

Broadcom shares fell nearly 7% intraday on Friday as investors flagged risks in the financing model for its AI infrastructure expansion. BofA analysts estimate the financing vehicle for Broadcom’s AI‑chip customers could accumulate up to $370bn of senior debt by mid‑2029, with about $150bn of new issuance in 2027, assuming a 20 GW data‑centre buildout. The debt would sit on the platform rather than Broadcom’s balance sheet, but Broadcom has provided lease‑payment guarantees for some customers; the first guaranteed transaction is about $29bn. The financing structure began in June, when Apollo Global Management and Blackstone led a $35bn funding package for Broadcom’s AIXPV platform; initial proceeds will support Anthropic’s build of more than 1 GW of compute and the platform targets over 20 GW by 2028. Market attention will focus on Broadcom’s potential future guarantee exposure as AI infrastructure scales.