【期貨熱點追蹤】馬哈拉施特拉邦科爾哈普爾農會突發強硬通牒，並呼籲大幅上調甘蔗收購基準價，誓阻新榨季提前啓動！生產成本攀升與產業鏈利潤分配矛盾徹底激化。

據華爾街日報：博通(AVGO.O)爲OpenAI定製AI芯片尋求逾500億美元融資。

Barclays strategists Demi Hu and Anshul Pradhan say high U.S. Treasury yields do not necessarily mean Treasuries are cheap. If higher yields mainly reflect market expectations for short-term rates, investors earn less extra compensation for holding longer-duration instruments versus rolling into shorter maturities. They note a higher term premium raises compensation but also reflects greater uncertainty and duration risk. A reassessment of near-term monetary policy would mainly affect the front and mid-curve; a sustained rise in the term premium or in the long-run neutral rate would place greater pressure on the long end.