现货黄金日内跌超100美元，现报4348.33美元/盎司，跌幅2.26%。

South Korean media report Samsung's memory division has allocated roughly 70% of its capacity through 2031 to long-term agreements (LTAs), with major clients including NVIDIA, Microsoft and Google. An AI-driven surge in HBM demand is crowding out traditional DRAM supply and intensifying shortages; even large LTA customers reportedly cannot secure their full contracted volumes, sending spot HBM prices sharply higher.

UK BRC shop price index rose to 1.5% year-on-year in August from 0.9% in July.