中芯国际联合首席执行官赵海军：下半年，人工智能产生的产业推动与溢出效应还将继续为集成电路制造带来广泛需求

Spain July harmonized CPI (HICP) final YoY 3.9% vs 3.8% expected; June final 3.8%.

Marginal demand drivers for industrial metals are shifting away from real estate and traditional infrastructure toward data centers, power-grid expansion and electrification. UniCredit says copper should benefit from structural supply constraints and electrification-led demand, while aluminium is set to gain mainly from grid buildout, lightweighting and recycling. The IEA forecasts global electricity demand to rise about 3.6% annually in 2026–2030, with AI and data centers a key incremental load; meeting that new load would require roughly 50% higher global power-grid investment by 2030 versus current levels.