A股油氣股震盪上揚，博邁科漲停，通源石油、首華燃氣、藍焰控股、科力股份、中曼石油跟漲。

JP Morgan chief portfolio manager Sylvia Sheng said higher policy rates will not derail the US economy because a strong AI-driven capex cycle is largely rate‑insensitive. She added financial conditions remain supportive, credit spreads are tight and corporate fundamentals are intact. JP Morgan is constructive on equities, citing robust nominal growth, lower recession risk and a sustained AI capex and earnings cycle. The firm continues to overweight US equities, saying the US offers the broadest and most durable exposure to AI capex and applications and that earnings momentum is spreading beyond early AI beneficiaries; JP Morgan sees further room for AI-related capex expansion.

挪威財政大臣斯托爾滕貝格：目標是進一步削減所得稅。