Maersk shares fell 2.5% after the company announced its MECL service will transit via the Red Sea.

Iranian security sources warned that if the United States launches any attack, Iran would close the Strait of Hormuz and retaliate against enemy targets at no less than twice the scale of the strike. US President Trump said on the 8th at the NATO summit in Turkey that he was unhappy with Iran, that US forces "may hit Iran hard again tonight," and that Washington might reimpose a maritime blockade.

进入AI时代，自由现金流正在从“买算力的人”流向“卖算力的人”。美国银行预测，2025-2027年期间，大量资金将以前所未有的速度从互联网巨头流入半导体公司。 当然这不是说亚马逊、微软、谷歌这些公司突然不赚钱了，而是因为它们正在疯狂投入数据中心、GPU等AI领域，他们就是“买算力的人”。因此即使经营业务还很强，只要AI资本开支暴增，自由现金流也会被压下去。