美国5月核心PCE物价指数月率 0.3%，预期0.30%，前值由0.20%修正为0.3%。

China State Planner and the National Energy Administration issued the New Energy System Construction "15th Five-Year" Plan, accelerating R&D and equipment development for small modular reactors (SMRs) and Gen‑IV reactors; ultra‑high‑head large‑capacity impulse turbines; deep‑offshore wind; advanced PV and concentrated solar; next‑generation coal power; heavy gas turbines; flexible DC transmission; and smart microgrids. The plan also targets unconventional oil and gas, unmanned intelligent coal mining, oil‑rich coal utilization, hydrogen and other green fuels. It elevates theoretical research and technology innovation for controlled nuclear fusion, space‑based solar power, high‑temperature superconducting transmission, wireless power transfer and polar/deep‑sea energy. The plan mandates coordinated siting of large renewable bases with national computing hubs to build "energy + digital" clusters, promoting mutual support between power and compute to ensure high‑quality electricity for big data and AI. It further directs rollout of smart mines, smart power plants, digital oil and gas fields, and digitalisation of grids and pipelines.

高通(QCOM.O)：到2029财年，手机业务预计将占其核心半导体业务部门收入的约三分之一。