Meta Platforms(META.O)：在此次調查期間，我們當然會與Ofcom合作。

Mizuho Securities economists say AI-related demand since early 2026 has significantly lifted Japanese corporate goods prices, but because cost increases affect only a subset of durable consumer goods, even full pass-through to consumers would likely have a limited impact on CPI. They add that likening AI-driven inflation risk to that from elevated energy prices or yen depreciation overstates the case. Bank of Japan Governor UEDA on Tuesday reiterated that AI demand, higher oil prices and yen weakness are among factors pushing up Japan’s inflation.

JP Morgan raised its PT for ConocoPhillips (COP.N) to $139 from $134.