高盛：对私募信贷的担忧，包括承销质量以及对可能受人工智能不利影响的软件公司的敞口，提醒我们信贷周期并未终结。

花旗：将闪迪(SNDK.O)目标股价从750美元上调至875美元。

Surging global oil prices driven by the Iran war are poised to end China’s record producer price deflation earlier than expected, though the economic benefit remains uncertain. Before Donald Trump’s recent actions, economists forecasted China’s producer prices would continue their three-and-a-half-year negative streak through 2026. With energy costs climbing sharply, Wall Street banks including Citigroup Inc. and Goldman Sachs Group Inc. now project factory prices could rebound as soon as this month, while consumer prices are already rising.