高盛：（對鋁市的展望）將2026年供應短缺下調至10萬噸，並將2027年供應盈餘上調至約150萬噸。

SK Hynix expects net proceeds from its U.S. IPO to be about $28 billion.

BNY Mellon senior macro strategist Jeff said softer US labor data and improving inflation have reduced the urgency for further Fed tightening, but that does not resolve whether the growth slowdown is controllable or whether market policy expectations have overshot. He added the global narrative is fragmenting: in the US the question is whether the Fed can remain patient if inflation risks do not re-emerge; in Europe focus is shifting from emergency inflation fighting to growth, fiscal credibility and defense financing.