Kansas City Fed President Schmid said the Fed needs tighter monetary policy to return inflation to its 2% target and that the current stance is not restrictive. He warned inflation remains too high and should not be ignored even if driven by supply shocks, that recent relief in energy prices may be temporary, and that investment in artificial intelligence is pushing up inflation.

截至23:00收盘，国内期货主力合约跌多涨少，乙二醇（EG）跌超5%，瓶片、丙烯跌超3%，液化石油气（LPG）、低硫燃料油（LU）跌近3%，纯苯、聚丙烯、燃料油跌超2%。涨幅方面，焦煤涨超1%。

At the Future Memory & Storage conference in Santa Clara on Aug. 4, Samsung Electronics introduced a V10 Bonding V‑NAND (BV‑NAND) prototype with more than 400 layers using a new wafer‑bonding architecture. Samsung says BV‑NAND increases storage density about 58% versus its V9 NAND while improving read, write and I/O performance to address AI system demand for higher‑capacity, more energy‑efficient memory. The company also presented concept models for zHBM and zNAND‑O that vertically stack memory on top of AI accelerators rather than beside them, shortening data paths, boosting bandwidth and improving power efficiency. Samsung says its wafer‑bonding approach could deliver more than 10x the density of conventional HBM5, roughly 3x the energy efficiency and over 50% lower thermal resistance.