布倫特原油向下觸及96美元/桶，日內跌幅1.88%。

Plato Investment Management’s head of long-short strategies David Allen said Thursday’s selloff reflected investors confusing AI’s transformative potential with whether related investments will produce returns; the Nasdaq 100 plunged as investors sold US tech amid speculation congressional Democrats will tighten AI regulation. Allen said hyperscale cloud providers are locked in a survival competition and that midterm election results served as the immediate catalyst for the decline. Antipodes Partners portfolio manager Vihari Ross said the selloff is a market-led reassessment of the practical constraints on the next phase of AI investment — heavy debt financing (making funding costs and interest rates critical), the need for large, reliable power supplies, and whether end demand can sustain current assumptions.

Honda will invest BRL 3.3 billion in Spain between 2026 and 2030.