高盛认为，博通未来两年的AI增长除了谷歌外，将有不小比例来自Anthropic、OpenAI、Meta等新增客户，因此显著上调其2028年收入和盈利预期，预计2027财年和2028财年分别约1250亿美元和2400亿美元（官方指引分别为超过1150亿美元和超过2300亿美元）。代价是定制AI芯片占比上升会继续压低毛利率，但规模效应有望让营业利润率保持相对稳定。因此高盛维持“买入”评级，目标价由525美元上调至540美元。 乐观情景756美元，悲观情景234美元。（上述观点来自高盛9月2日报告）

Bank of England chief economist Huw Pill said a near-term bank rate increase would reduce the likelihood the Bank must adopt more aggressive tightening to curb inflation pressures from the Iran war. He said a timely, well-communicated rate rise does not necessarily signal the start of a prolonged, aggressive hiking cycle and can prevent harmful "catch-up" nominal dynamics that would make temporary inflation overshoots more persistent. Pill and two other MPC members voted to hike in July. Rate futures put the probability of a 25bp move at this month’s MPC slightly above 15%, while the November meeting is priced for a hike at more than 70%.

美国至8月29日当周初请失业金人数四周均值 20.725万人，前值由20.55万人修正为20.575万人。