阿聯酋阿布扎比國家石油公司首席執行官蘇爾坦·賈比爾表示：無論以何種形式將霍爾木茲海峽武器化，都絕不能容忍，這將爲全球樹立危險的先例。

Goldman Sachs Asset Management recommends investors focus on the “picks and shovels” of AI, including semiconductor and cybersecurity companies, as capital expenditure accelerates despite geopolitical risks from the Iran war. Brook Dane, GSAM co-head of public tech investing, said compute capacity remains constrained, supporting a multiyear investment cycle. He highlighted Marvell Technology for its strong vendor ties and growth potential, and noted that AI advances are increasing demand for cybersecurity solutions. Dane emphasized that the AI investment cycle is early to mid-stage, with durable opportunities ahead.

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