China's warehousing index rose to 50.3% in July, up 0.1 percentage point MoM and marking a second consecutive month above the 50 expansion threshold, the China Federation of Logistics & Purchasing said; the body said the sector remained in expansion despite seasonal and extreme weather disruptions.

据华尔街日报：美国参议员伊丽莎白·沃伦正敦促特美国商务部解释计划中的通胀数据调整。计划中的调整预计将导致通胀读数降低，这可能影响利率。沃伦表示，商务部有义务向公众解释相关调整背后的理由和流程。

JP Morgan (Aug. 5) says AI chips (GPU, CPU, memory, storage devices) will remain the primary bottleneck for AI compute infrastructure through most of 2026–27, but semiconductor capacity is accelerating and the industry retains high expansion flexibility with sufficient lead time. The bank warns that at some point in the next 18–24 months, delays in datacenter deployment and limits on power supply (grid and on-site/independent solutions) could supplant chips as the key constraint on AI compute. Although datacenter rollout has so far exceeded expectations and not impeded cloud AI deployment or token output, JP Morgan flags power and infrastructure bottlenecks as the market variables to watch in H2 2027 and 2028.