英偉達財報越亮眼，卻越暴露出這場繁榮的弱點！當美債收益率飆升撞上AI燒錢狂潮，英偉達還能再次帶飛AI板塊嗎？上游繁榮和下游壓力究竟會並存到何時？

On the 26th, Atomic Energy Organization of Iran chief Mohammad Eslami said the IAEA must obtain legal approval from the Iranian parliament and the issuance of corresponding security procedures before inspecting any nuclear facility that has been subject to military attack. He said all Iranian sites hit in attacks were previously registered with and inspected by the IAEA, and that the agency’s failure to condemn the strikes has called its capability and independence into question. The United States and Israel have pressed the IAEA to visit damaged Iranian facilities to assess the effects of their strikes. Iran will not accept IAEA inspection requests for those facilities until the parliament-mandated security regulations are issued.

道明證券：隨着供應衝擊減弱，美國通脹壓力正在緩解。