土耳其央行：地緣政治事態通過成本渠道對通脹前景、經濟活動及預期的影響正受到密切關注。

Mark Dowding at BlueBay Asset Management said in a report that as corporates are expected to ramp up debt issuance, the investment appeal of AI-related corporate bonds is weakening. He said the anticipated wave of AI-related bond and equity issuance may struggle to find sufficient demand, adding: "Investors will have to sell assets to make room for the large volume of new supply about to hit the market."

Blue Owl co-CEO said chip transactions involving companies like SpaceX will require additional capital support.