美国8月密歇根大学预期指数初值 50.6，预期55.2，前值55.4。

At the US open, the Dow fell 0.1%, the S&P 500 rose 0.1% and the Nasdaq rose 0.16%. SanDisk (SNDK.O) rose 7% after saying it expects fiscal 2028-2030 revenue to grow in the mid-to-high double digits. Western Digital Corp (WDC.O) and Micron (MU.O) gained about 4%. Applied Materials (AMAT.O) fell about 5% after reporting results.

U.S. oil companies are trimming domestic shale capital spending and redirecting windfall from high oil prices into shareholder returns and debt repayment rather than accelerating production. Company filings show Chevron and ConocoPhillips cut U.S. 48-state capex by about 10% in H1, while Occidental cut Permian spending roughly 20% over the same period; APA, Matador Resources and HighPeak Energy expect drilling and fracking spend materially below year-ago levels. Firms say gains in drilling and completion productivity mean more oil per dollar, so lower capex does not automatically translate into lower volumes as operators sustain or grow output via efficiency. The shift is weighing on U.S. crude supply growth and is drawing political pressure as Trump criticizes refiners and producers for not cutting retail gasoline prices faster.