沪银主力合约涨超3%，现报14678元/千克。

TrendForce’s latest memory-price survey says some chipmakers had already reflected increases in their 2Q26 quotes, while several US cloud service providers have signed multi-year LTAs that limit vendors’ ability to raise prices for those accounts. TrendForce estimates Server DRAM contract prices will rise 13–18% QoQ in Q3. Persistent supply tightness, however, could still prompt suppliers to compete by lifting quotes further.

Fed's Williams said the Fed's ample-reserves framework is designed to be flexible and can accommodate the effects of stablecoins.