TrendForce: Q2 2026 DRAM industry revenue rose 59.5% QoQ to $154.7 bln, driven by a sharp increase in conventional DRAM contract prices. LLM training and AI inference lifted AI server demand, boosting shipments of HBM3e, LPDDR5X and high‑capacity RDIMM; agentic AI deployments also spurred RDIMM buying across capacity tiers. On supply, manufacturers’ inventories are at trough and new capacity is being channeled preferentially to server demand; overall DRAM bit shipments ticked up only modestly in

Goldman Sachs said oil could rebound to $120/bbl if attacks on shipping in the Middle East increase, and recommended investors go long natural gas and diesel. A Goldman Sachs co-head of global commodities research said recent events show the risk of widening shipping disruptions cannot be ignored. The bank also models a downside case of $80/bbl if regional exports return to normal, and flagged that supply shocks are larger in European gas and refined products than in crude, so those markets are preferable for hedging geopolitical risk.

【国债期货早盘收盘】2年期国债期货（TS）主力合约涨0.01%，5年期国债期货（TF）主力合约涨0.03%，10年期国债期货（T）主力合约涨0.03%，30年期国债期货（TL）主力合约涨0.16%。