國際能源署發佈報告，強調在中東供應中斷背景下緩解消費者油價壓力的應對方案。

Daiwa analysts said Alibaba’s long-term outlook remains promising despite weaker-than-expected Q3 profitability. They are cautious on overall profitability but constructive on Alibaba Cloud’s medium-term AI monetization, highlighting the new Token Hub unit as a core engine for scalable token-based consumption. Food delivery losses stayed high in the December quarter but are expected to narrow next quarter. Daiwa maintains a buy rating but lowers the target price to HK$184 from HK$191.

高盛：對私募信貸的擔憂，包括承銷質量以及對可能受人工智能不利影響的軟件公司的敞口，提醒我們信貸週期並未終結。