TrendForce says laptop CPU supply improves from Q2 2026, prompting OEMs to resume procurement and production rhythms. Rising DRAM and SSD costs have led vendors to accelerate pre-buying, pushing first-half shipments above prior expectations. Memory and CPU price increases are widening OEM cost pressure. TrendForce forecasts that eased CPU shortages in H2, continued pre-buying, earlier consumer replacements and stable corporate demand will lift shipments, narrowing 2026 full-year laptop shipment

US Aug nonfarm payrolls +162k vs +56k expected; private +127k, manufacturing +16k — all well above forecasts. July nonfarm revised from -23k to +21k, reversing prior downside signal. Unemployment 4.1% unchanged; labor force participation up to 61.6% from 61.4%; U6 down to 7.7%; average weekly hours 34.4. Average wages +0.3% MoM, +3.1% YoY. ADP private payrolls rose just +38k and missed the official rebound. Report restores a hawkish employment narrative — weak prior payrolls appear to have reflected supply constraints rather than demand collapse — supporting hawkish policy pricing. Policy focus shifts to the next CPI; employment no longer argues for policy easing, while inflation will drive the September policy debate.

伊朗石油部长：在首次封锁期间，我们曾多次成功将石油运出封锁线，并远销至数千公里之外。