巴基斯坦总理：我们目前专注于结束伊朗与美国之间的敌对行动。

TrendForce says AI-driven demand reallocation is accelerating a structural reshuffle in the MLCC industry. Major Japanese and Korean producers are reallocating volumes away from consumer segments toward AI-application supply, while mainland Chinese suppliers — after expanding international supply chains — have successfully entered MLCC validation processes at tier-1 OEMs including Dell, HP, Asus and Acer.

UBS strategists Shahab Jalinoos and colleagues said latest data show speculative JPY shorts are "completely unwound." With carry-trade conditions still favorable and the US-Japan interest-rate differential remaining wide, investors have scope to rebuild JPY short positions, which could further weaken the yen.