Intel and Advanced Micro Devices have raised CPU prices by up to 20% in 2026, with consumer chips up 5–10% in the past month and server CPUs rising 10–20% since March. Intel has already implemented two hikes, while AMD plans additional increases for server chips in Q2 and Q3 totaling about 16–17%. Tight supply is driven by AI demand and competition for Taiwan Semiconductor Manufacturing Co. 3nm capacity, including from Nvidia Corp.. Lead times have extended to up to six months for Intel and 8–12

原油系期货涨幅扩大，低硫燃料油（LU）主力合约日内大涨5.86%，现报4681元/吨。燃料油主力合约日内上涨4.17%，现报4000元/吨。SC原油主力合约日内涨幅超2.00%，现报641.8元/桶。

The offshore yuan is on track to become the second-most traded currency against the US dollar in the foreign-exchange options market, overtaking the yen, according to LCH. The euro-dollar pair is expected to remain the most traded when the BIS releases its 2028 triennial survey. LCH’s ForexClear head said banks trading euro-dollar and dollar-yen options would welcome clearing yuan options. The yuan accounted for 8.5% of global FX transactions in the latest BIS survey, up from 7% in 2022, compared with 89% for the US dollar, 28.9% for the euro, 16.8% for the yen and 10.2% for the pound. LCH said it plans to expand clearing services for offshore yuan derivatives and add Chinese government bonds denominated in offshore yuan as collateral by early Q3 2026, with potential settlement through CMU OmniClear in Hong Kong next year.