据CBS：一架载有美国国土安全部长马克韦恩·穆林和其他国土安全部高级官员的海岸警卫队喷气式飞机在华盛顿特区郊外紧急降落，原因是其中一台发动机发生故障。

美国第二季度非农单位劳动力成本终值 1.2%，预期1.3%，前值1.30%。

Morgan Stanley: Dell is a core beneficiary of the AI infrastructure cycle; current constraint is supply rather than demand. Q2 AI orders totaled $60.9bln with a $95.0bln backlog. Dell’s FY2027 AI-server guide of $74bln is conservative; Morgan Stanley forecasts ~ $96bln in FY2027 and ~$150bln in FY2028 — MS’s FY2028 estimate is ~75% above consensus. ISG operating margin widened to 15%, up 6.3 ppts YoY, driven by scale, price increases, richer configurations, supply tightness and higher‑margin storage. Server & networking revenue rose 108% YoY; storage +26%, indicating growth is not solely reliant on AI servers. MS sets a $499 target and keeps a Neutral rating, citing a large prior run-up in the share price and uncertainty how long elevated margins and pull‑forward procurement can persist. Key downside risk: demand may include channel pre‑buying; if supply normalizes pricing power may fall — MS assumes FY2029 revenue declines 4.7% YoY in its model.