UK preliminary Q2 total business investment QoQ +1.7% vs -0.5% expected; prior quarter revised from 0.90% to 0.9%.

China International Capital Co says July US CPI (seasonally adjusted) rose 0.1% MoM, 3.4% YoY; core CPI rose 0.2% MoM, 2.5% YoY — broadly in line with expectations. Energy prices continued to fall in July, but international oil has rebounded since August, raising near-term energy-price uncertainty. Core inflation shows goods price strength and services softness; prices for IT products such as computers and software are climbing, which the report links to AI capex-driven demand and a supply–demand mismatch transmitting to consumers. CICC warns US inflation may be shifting from supply shocks (tariffs, oil) toward demand expansion tied to AI investment, which could extend the persistence of inflation. For the Fed, the print eases immediate rate-hike pressure but underscores that demand-driven inflation requires closer policy attention than supply-driven episodes.

联想首席执行官：得益于AI基础设施需求，今年剩余时间可保持增长势头。