市場前幾天還在怕通脹，後幾天卻被AI財報嚇破膽，美債怎麼又成了避風港？用了八個月的公式突然不靈，問題可能不在結果，而在最前面那一環，點擊查看詳細拆解>>

Canadian government says there is currently no evidence that any government systems or information assets have been compromised.

JP Morgan global markets strategist Nikolaos Panigirtzoglou and his team say recent weakness in the semiconductor sector indicates most long positions, including momentum trades, have been liquidated, which may have capped further downside despite persistent short-term headwinds. They flag financing risk at new cloud companies as a market concern but judge it only a partial problem: intense compute demand could allow firms to pass higher financing costs to end customers, and even if external financing becomes constrained Panigirtzoglou does not expect capex-to-revenue timing mismatches to derail the sector's growth cycle.