澳洲联储主席布洛克：委员会希望放缓经济增长，认为通胀存在上行风险。

Capital Economics Asia-Pacific senior economist Abhijit Surya says the RESERVE BANK OF AUSTRALIA has only marginally softened its hawkish tilt. The RBA reiterated it will take whatever measures it deems necessary to return inflation to target, including further increases in the cash rate, but attached that commitment to a condition—action would follow only if upside risks to inflation materialize. Surya adds that despite the committee's firm wording on inflation, Capital Economics does not expect another rate hike in this cycle.

花旗报告指出，企业AI使用成本正在下降，但底层算力价格并未同步走低。其跟踪的 usage-weighted Token Expenditures 较5月高点下降约37.5%，而Blackwell GPU租赁价格过去三个月反而上涨约15.2%。这意味着当前AI单位成本下降，并非主要来自GPU「降价」，而更多来自模型选择、智能路由和推理效率提升。 这一变化值得关注，因为它意味着AI商业化可能开始从「单纯堆算力」进入提高算力利用效率的阶段 ：企业可以根据任务复杂度调用不同模型，在底层算力仍偏紧的情况下压低每次AI服务的实际成本。英伟达近期也展示了通过量化等优化手段，在Blackwell架构上显著提高推理吞吐率、减少硬件占用，说明软件和模型层优化正在成为降低推理成本的重要来源。