美联储副主席杰斐逊：如果人工智能基础设施建设和消费引发的需求效应先于人工智能带来的生产力红利显现，那么人工智能可能会给通胀带来上行压力。

Analyst Charles Shum said TSMC (TSM.N)’s upcoming earnings briefing will concentrate on its 2026 capex plans — specifically whether it can support a larger spending program amid persistent tightness in advanced-node and advanced-packaging capacity — and how it plans to respond to competition from Intel’s EMIB-T advanced packaging and Tesla’s Terafab project.

The National Development and Reform Commission, Ministry of Natural Resources and and Ministry of Water Resources issued a notice publishing the Seawater Desalination Industry Development Action Plan. The plan directs stronger planning and deployment to ensure key islands are covered by seawater desalination supply projects and calls for building centralized desalination plants on islands that cannot be served by conventional water networks in the near term. It supports construction of seawater desalination plants of no less than 1,000 tonnes/day on populated islands with mature network infrastructure, encourages county-level upgrades and standardization of existing desalination facilities with unified operation-and-maintenance, and urges fitting ocean-going fishing vessels and offshore platforms with desalination units while gradually raising domestic content to strengthen at-sea supply resilience.