AI板塊主要的八家交易對手正同時涌入所有投資級債券市場。僅CoreWeave一家公司，就已經通過一項GPU融資安排、兩筆公司定期貸款、約50億美元的高收益公司債，以及可轉換債券進行了融資。甚至連開發商也開始出售自己持有的票據，以應對現金流短缺的問題。 其中一些公司實際上同時處於同一融資結構的兩端。例如，Meta負責支付支持Hyperion項目債券的相關服務費用，同時還爲這些債券背後的剩餘債務提供擔保。CoreWeave既是三次債券發行中的借款人，又是另一家發行人的核心租戶，其租賃付款爲對方的債券提供償債支持。英偉達也同時出現在這一融資網絡的多個環節。 幾乎所有這些融資活動，都有一個共同的目標貸款羣體。目前，保險公司持有約9萬億美元的美國投資資產。創紀錄的年金銷售額正在推動數千億美元的新資本流入這一市場。這些資金有着明確的投資需求：必須配置投資級債券。 如此龐大的資本供給，能夠恰好遇到規模同樣驚人的資本需求，實屬罕見。簡而言之，如此巨大的巧合從未發生過：借款人對資本的需求，與債券投資者的資金配置需求，竟然在規模上如此匹配。

據半島電視臺：也門政府軍表示在焦夫省首府哈茲姆市以東擊落一架胡塞武裝的無人機。

Ultra-large crude carriers are racing to the Middle East to capture elevated freight through the Strait of Hormuz, worsening a global ship shortage and pushing rates higher. Attacks on vessels persist, but recent weeks' volumes transiting the strait have rebounded to near pre-conflict levels. The freight surge has driven Gulf-to-East Asia voyage costs to more than six times pre-conflict norms. Shipping data provider Signal Ocean estimates that of about 850 VLCCs globally, over 40% are either in the Persian Gulf or within a few days' sailing distance. Georgios Sakellariou said: "The past months have been the best on record for the crude tanker industry. The main issue is inefficient ship-to-ship transfers outside the Strait of Hormuz, which has heavily drained local and regional vessel supply." A Persian Gulf-to-East Asia voyage takes roughly three weeks. Assessed VLCC rates hit a record near $1.4m/day on Wednesday, up about 540% versus pre-conflict; Brent has risen roughly 40% over the same period.