美聯儲理事沃勒：我們至少需要收回此前三次預防性降息。

Investors returned to AI-related trades after last week’s selloff, sending Korea’s KOSPI up more than 5% intraday on Tuesday; Samsung Electronics and SK Hynix both rose over 5%. U.S. tech had posted gains on Monday; NVIDIA (NVDA.O) slipped but did not halt the rebound. The move was supported by falling oil prices and eased Middle East risk after Trump said no further strikes on Iran were needed. ANTHROPIC’s release of a new AI model ahead of its Wall Street IPO also boosted sentiment.

軟銀集團首席財務官後藤芳光：關於OpenAI最新一輪融資的正式公告很有可能在第三季度發佈。