据路透调查：74位经济学家中有52位预计欧洲央行将在2026年再加息一次。

英镑兑美元GBP/USD日内涨幅扩大至1.00%，现报1.3525。

Omdia says wafer foundry capacity tightness and rising upstream semiconductor manufacturing costs are driving up display driver IC (DDIC) prices. The firm expects market demand in H2 2026 to be weaker than H1, but sustained cost pressure will continue to support further DDIC price increases; some foundry prices may still rise in H2 2026. Foundry services account for 60–70% of DDIC production cost, with wafer cost about 40%, implying foundry price moves will directly affect DDIC makers’ cost structures and pricing/margin dynamics.