台积电(TSM.N)：人工智能相关需求极其强劲。

China International Capital Co research says the China food & beverage sector is in a bottoming recovery with structural divergence. Valuations have fallen to historical lows, offering a healthy margin of safety. Consumption trends favor better quality-for-price, functional and health-oriented products. Channel growth is expected from snack bulk sales, membership supermarkets and instant retail. Into H2, as new consumption scenarios emerge, the firm expects a gradual sector valuation re-rating to take hold.

瑞士央行：各项调查显示，2027年的工资增长预期呈现适度增长势头。