亞馬遜和英特爾業績引發人工智能成本擔憂，新雲板塊股票盤前下跌，Coreweav跌5.9%，Nebius跌6.8%，Iren跌5.7%。

Guoyuan Securities said in a research note demand for machine tools is rising and the global market is expanding. The sector retains a pyramid structure with Germany and Japan at the apex; 2024 data show China remains the world’s largest machine-tool producer and consumer. Domestic players are numerous and operating steadily, and China’s import-export mix is shifting toward higher-value trade, weakening the traditional low-end-export/high-end-import pattern.

Bank of Japan says Middle East conflict, expanding AI-driven demand and exchange-rate volatility warrant monitoring for their impact on economic activity and inflation.