Alice Weidel, co-leader of the Alternative for Germany (AfD), said no previous chancellor has been as unpopular as Chancellor Merz and that he has become a major burden hindering Germany's development.

週末至今，OpenAI稱已實現“自動化研究實習生”目標，瑞銀把AI熟練度納入2027屆招聘；TCS規劃最高1GW印度算力園區，Anthropic據報推進150億美元循環信貸。模型端，AA更新評測口徑，Astra在KiloBench取得79.3%完成率，MiniMax與Step模型仍有較高調用熱度。

Alain Bokobza, head of global asset allocation at Societe Generale, says the US 10-year yield at 5.5% is a critical threshold: higher borrowing costs would outstrip earnings growth and begin to press equity valuations. He notes sizable global earnings upgrades this year have so far prevented a collapse in equity risk premia and that equities are not pricier than at the start of the year, but 5.5% is the level where further earnings revisions would likely be insufficient to sustain current valuations. Bokobza expects forthcoming Fed and ECB hikes to be modest and not aggressive enough to break the cycle or fully allay inflation concerns. J.P. Morgan’s Grace Peters and Barclays’ Emmanuel Cau have flagged a 5% 10-year yield as a psychologically significant level that could prompt stress in equity markets.