港股部分醫藥股高開，康希諾生物(06185.HK)漲超10%，德琪醫藥-B(06996.HK)漲5.26%，昭衍新藥(06127.HK)漲近3%。

據美國財經媒體Semafor：紐約聯儲正在拜訪大型銀行，審查它們對私人信貸公司的貸款情況。美聯儲官員對摩根大通(JPM.N)、富國銀行、巴克萊(BCS.N)和摩根士丹利(MS.N)進行了詢問，關注其風險敞口、風險管理及抵押品質量。

BofA, CITIGROUP and MORGAN STANLEY have started syndicating $60 bln of debt to finance ANTHROPIC’s leasing of Google AI chips, the largest chip financing to date. About $42 bln is a Broadcom-backed senior secured loan whose syndication began Monday; a $18 bln subordinated tranche without Broadcom backing will be launched later, with Blackstone committed to roughly $9 bln. Proceeds will fund ANTHROPIC’s 2027 chip orders and lease payments will begin after delivery. Broadcom may also receive up to $42 bln of convertible notes to cover related lease fees. The transaction is being treated as a barometer of market appetite for AI-related debt.