谷歌(GOOG.O)：Gemini应用的月活跃用户超过10亿，成为谷歌历史上增长速度最快的产品。

新加坡贸工部：将2026年GDP增长预期从之前的2.0%-4.0%上调至4.5%-5.5%。

Bernstein analysts say the rise of AI agents earlier this year should accelerate CPU demand and could make CPUs a new growth engine for TSMC. They forecast TSMC’s CPU-related revenue could reach the upper end of $30.0 bln in 2027, roughly the midpoint of a 10–20% share of total revenue, and judge CPUs may be as important for chip revenue by 2027 as AI accelerators (GPUs and ASICs). Bernstein raised its target on TSMC to NT$3,300 from NT$2,780 and said the stock remains cheap versus peers.