【期貨盯盤神器專屬文章】中東局勢蓋過供需面？原油大漲帶飛美豆，今晚USDA報告能否再推一把？點擊閱讀。

OpenAI told investors its rapid expansion of computing capacity gives it an edge over Anthropic, arguing “compute is now a product constraint.” OpenAI said it reached 1.9 gigawatts in 2025 and expects up to 30 by 2030, ahead of Anthropic’s projected growth. Anthropic has faced service strains and is boosting infrastructure spending. CFO Krishna Rao said its Google-Broadcom partnership reflects a “disciplined approach.” CEO Dario Amodei said some rivals are “YOLO-ing.”

烏克蘭外長：我們將觀察停火何時開始生效，我們也準備好在我們這邊做出迴應。我們的立場是根本不需要恢復打擊。持久的停火將爲真正的外交鋪平道路，以結束這場俄羅斯永遠無法贏得的衝突，必須最終停止。我們相信，停火是推動外交努力的正確策略。