截至23:00收盘，国内期货主力合约涨多跌少，焦煤、纸浆、豆一、玻璃、纯碱涨超1%，胶版纸涨近1%。跌幅方面，20号胶、PTA跌超1%，低硫燃料油（LU）、橡胶跌近1%。

日本7月国内企业商品物价指数年率 7.2%，预期7.4%，前值7.10%。

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.