博通(AVGO.O)预计将比预期更快地部署OpenAI芯片。

BofA Global Research raised its year‑end targets for Japanese equities, flagging stronger‑than‑expected AI demand, a higher probability the Strait of Hormuz stays open and improving corporate ROE. It lifted its Nikkei 225 year‑end target to 76,000 from 67,000 and its TOPIX target to 4,400 from 4,200. BofA said ROE gains to date were mainly driven by margin improvement, but as the manufacturing cycle recovers leverage expansion is likely to become the new driver.

美国财长贝森特：不能让他人用人工智能监管措施拖我们后腿。