重要新闻 1. 美国零售销售月率意外负增长，美联储在2027年中期之前加息多于一次的概率下降。 2. 白宫宣布对进口无人机及零部件征收关税。 个股新闻 1. SpaceX(SPCX.O)宣布与Cursor合并于8月14日生效。 2. Reddit(RDDT.N)盘前涨11%，公司将被纳入标普500指数。 3. 据悉苹果(AAPL.O)告别纯“借力”，携手阿里训练中国市场专属大模型。 4. LG将发布基于英伟达(NVDA.O) ISAAC GR00T平台打造的下一代类人机器人。 5. 小马智行(PONY.O)与Uber(UBER.N)扩大合作，计划在欧洲5城部署超2000辆Robotaxi。 6. 闪迪(SNDK.O)盘前续涨超6%，公司宣布将通过长协机制将存储需求拉向可持续增长预期。 7. 晶圆制造设备供应商泛林集团(LRCX.O)宣布，公司计划在未来五年向其研发实验室网络投资30亿美元。

White House on Aug. 14 said President Trump has authorized the US Navy to construct ships overseas and ordered the Navy to abandon the electromagnetic aircraft-launch system (EMALS) on new carriers, reverting to steam catapults. A national security memorandum directs a design change to the fourth Ford-class carrier to drop EMALS used on the first three ships; the change is estimated to cost several hundred mln dlr.

Nomura forecasts India’s 2026/27 fiscal deficit target of 4.3% could deviate by about 20bp (0.2pp) under its baseline. It expects the Reserve Bank of India to refrain from raising rates through the end of next year. Nomura says fiscal risks have eased since the peak of Iran-related tensions but still anticipate the ~0.2pp miss in the baseline scenario. Nomura projects FY growth at 6.6%; stronger Apr–Jun activity could lift GDP above that. Market sentiment has improved versus last year—greater confidence in growth, fiscal metrics and current-account resilience, and reduced concerns about US trade friction. Some supply-side pressure is emerging but Nomura sees no sign of broad-based inflation.