日本第二季度实际GDP年化季率终值 1.4%，预期1.6%，前值1.10%。

Nomura says large-scale AI deployment is boosting US growth but is also creating pressures that could expose a rising US risk premium if AI progress falters. Key market risks cited: higher chip and electricity demand could push up US inf; a surge in chip and tech-equipment imports may widen the US trade deficit; heavy bond issuance by major cloud providers could add supply pressure and lift US Bond yields.

英国首相府发言人：英国首相与美国总统特朗普通电话。双方讨论了经济、乌克兰及中东局势。