摩根士丹利分析截至8月13日当周的资金流向数据后发现： 1、对冲基金当周净买入全球股票，主要由多头推动，新增多头规模约为新增空头的3倍，需求几乎全部集中在美股；美股多空净杠杆自7月底47%的低点回升至58%，总杠杆升至209%。 2、资产组合重新加杠杆已从AI扩散至更广领域，同时AI内部继续买入半导体和超大规模云服务商；全球存储板块出现7月去杠杆以来首次真正的多头需求，尤其来自非TMT的综合型基金（TMT指科技、媒体和通信）。（上述观点来自摩根士丹利8月14日报告）

Sichuan provincial government office issued implementation opinions to accelerate integration of corridor, logistics and data networks and to orderly expand unmanned logistics across urban-rural delivery, trunk transport, park short‑haul, warehousing/sorting and loading operations. The plan promotes air‑ground smart coordination scenarios combining unmanned vehicles and drones and mixed manned‑vehicle/drone operations. It prioritises supply chains for lithium batteries, PV modules and new‑energy vehicles and calls for government‑market collaboration to build carbon emissions accounting and carbon‑footprint management systems, guiding firms to establish carbon‑asset management and participate in carbon trading to drive green transformation across production, distribution and consumption.

美国高评级公司在八月份发行了1452亿美元债券。