美國總統特朗普剛剛抵達北卡羅來納州，稍後其將在一場集會上發表講話。

Axios reports NVIDIA CEO Jensen Huang has been promoting AI across Europe ahead of his keynote at NVIDIA’s flagship Berlin conference, a move that could reassure investors. He says the next wave of AI spending will be driven by governments treating AI as a national priority rather than a speculative bet. That dynamic could leave nations seeking technological independence increasingly dependent on a single US company, NVIDIA.

Morgan Stanley said even if current war-related disruptions ease, the refined products market may remain tight through mid-2027 as an unusually large wave of refinery maintenance constrains global supply.