墨西哥央行副行长：明年可能会降息。

德银在2026年科技大会后指出，半导体企业管理层与投资者之间出现明显分歧。多数参会公司仍对行业基本面保持乐观，处理器、广义半导体、半导体设备等多个子行业均反馈需求稳定，受益于下一代处理器架构和更高内存需求的供应链公司尤其积极，部分管理层还强调利润率改善和EPS增长空间。但投资者情绪相比上半年已经明显降温，“周期见顶”成为高频担忧，主要压力来自DRAM价格持续上涨可能造成需求破坏，以及新技术突破“内存壁垒”后削弱当前内存景气度。半导体设备领域也出现类似分化：投资者开始质疑WFE支出还能否继续上修，而企业反馈显示，新晶圆厂建设仍基本符合计划，并指向2027—2028年的强劲增长。

ECB Governing Council member and Bundesbank president Joachim Nagel said the ECB will raise rates next week but remains cautious about subsequent hikes. In a Wednesday interview he said markets currently assign a better-than-95% probability to a rate increase at the September meeting and that market pricing is broadly accurate. He declined to provide guidance beyond the September meeting, citing volatile oil and gas prices, turbulent financial markets and high uncertainty. Inflation remains far above the medium-term target; June projections show inflation would only return to 2% in the medium term if rates are higher.