US Q2 nonfarm productivity (final) 1.4%; expected 1.4%; prior 1.40%.

2026-09-03

US Q2 nonfarm productivity (final) 1.4%; expected 1.4%; prior 1.40%.

其他消息
2026-09-03

TrendForce expects memory prices to enter a super upcycle from H2 2025. It says Apple will adopt a moderate repricing for the iPhone 18 series, limiting increases to roughly 10-20% while offering modest concessions to defend market share. TrendForce forecasts the first Fold foldable will start at $2,099-$2,299, with higher configurations potentially exceeding $3,000.

2026-09-03

美国7月私人建筑支出仍有1.61万亿美元;其中数据中心建筑升至超过750亿美元的年化水平,同比增速接近60%,但占私人建筑总额仍不足5%。但非AI建设并未消失,但下行已经扩散:独栋住宅支出同比下降6.5%,制造业建筑下降21.7%。AI正在抵消部分高利率与制造业扩建退潮造成的缺口,却不足以扭转整体建筑支出同比下降3.8%的趋势,反映美国投资增长正进一步集中于少数AI项目。