GokulHariharan的长期测算称，当前趋势指向Hyperscaler资本开支在2027年约1.4万亿美元，2030年升至约3万亿美元，并判断本十年内数据中心资本开支不会明显放缓。更关键的是融资结构：未来几年相关建设所需资金合计约5.5万亿美元，其中投资级债券市场需要承担约2.1万亿美元，是最大的单项外部资金来源。

CATL chairman Zeng Yiqun said in a video address to the 2026 World Power Battery Conference that domestic NEV sales exceeded 7.4 mln in 1H and automakers launched more than 600 new models—about three per day. He said OEMs are competing on speed, specifications and price and development cycles are shortening. He warned power batteries require very high precision and have very low tolerance, so small defects are amplified at mass-production scale; every process and parameter must be tightly controlled from the design stage and quality issues handled with zero tolerance.

ING chief market strategist Chris Turner said remarks from a hawkish Bank of Japan board member provided near-term support to the yen, but stronger hawkish Fed expectations are limiting appreciation, leaving USD/JPY likely to linger around 160–162. Turner said the BOJ could deliver a 50bps hike or two consecutive hikes — a bullish signal for the yen — but noted the speaker is one of a small hawkish minority, so the comments were not unexpected. ING says a September BOJ hike would imply faster tightening, though policymakers may prefer to wait until 2027 to assess domestic consumption before further moves. Turner added U.S. Treasury Secretary Bessent would not welcome a hawkish Fed that disadvantages the yen, but accepts the benefits of Fed independence.