Palantir(PLTR.N)预计全年营收81.5亿至81.6亿美元，此前预期为76.5亿至76.6亿美元。

德国DAX30指数8月3日（周一）收盘上涨386.44点，涨幅1.51%，报26017.22点； 英国富时100指数8月3日（周一）收盘下跌13.15点，跌幅0.12%，报10854.90点； 法国CAC40指数8月3日（周一）收盘上涨104.18点，涨幅1.22%，报8613.82点； 欧洲斯托克50指数8月3日（周一）收盘上涨72.34点，涨幅1.14%，报6430.35点； 西班牙IBEX35指数8月3日（周一）收盘上涨186.21点，涨幅0.94%，报19969.11点； 意大利富时MIB指数8月3日（周一）收盘上涨684.47点，涨幅1.31%，报52857.00点。

Monday's yen surge is unlikely to reflect fresh official FX buying; position rebalancing appears the primary driver. BOJ intervention typically drains yen liquidity and produces funding gaps that far exceed market forecasts; earlier suspected intervention showed that pattern. This time the BOJ's expected funding shortfall was ¥3.38 trillion versus prior market estimates of ¥2.32–2.60 trillion — a difference of about ¥0.8–1.06 trillion, too small to signal clear intervention and more consistent with routine flows or fiscal operations. BOJ money-market data suggest that when the funding gap does not materially overshoot forecasts, exchange-rate moves are likelier driven by market positioning than official buying. Markets have shifted from questioning whether there was intervention to fearing further action: confirmation of prior U.S.-Japan coordination can reduce USD/JPY long leverage and prompt yen short covering even without new purchases. Key trigger to watch is whether USD/JPY again approaches 160; that would increase the probability of verbal warnings being escalated to actual intervention.