惠誉：沙特阿拉伯地缘政治风险高，但经济和公共财政在美伊战争中表现出韧性。

Morgan Stanley analysts wrote after an investor meeting with NVIDIA management that despite a large market cap and recent relative underperformance, NVIDIA is still their preferred semiconductor stock. They said AI hyperscale cloud providers—about half of current data‑center revenue—are exploring custom‑chip alternatives but NVIDIA "will retain a large portion of that business" and both standard and custom categories should still grow. Demand from Neocloud, industrial and sovereign data centers remains strong and the Vera Rubin chip is expected to ship on schedule. The analysts warned valuation multiples may be capped by NVIDIA's size and index weight but said they expect the valuation gap to close over time and wrote, "Our conviction remains strong."

Iran's supreme leader Mujtaba said in a written statement that avenging his assassinated predecessor and father is a requirement of the state and nation and will "certainly" be achieved.