据华盛顿邮报：两名知情人士透露，特朗普政府官员表示，他们预计将在11月向一个联邦委员会提交美国总统特朗普计划中的凯旋门项目，以寻求最终批准。

BofA economists say a more durable semiconductor upcycle driven by sustained global AI investment could further lift South Korea’s GDP. They raised 2026 and 2027 growth forecasts to 3.6% and 2.5% from 3.1% and 2.2%, respectively, and expect the semiconductor trade surplus to remain elevated for years. Spillovers are already visible: stronger manufacturing and construction investment, higher tax receipts enabling fiscal expansion, and wealth effects supporting consumption. BofA expects the Bank of Korea to deliver two additional 25bp rate hikes, possibly in Nov 2026 and Feb 2027.

市场消息：阿里巴巴(BABA.N)据悉将领投人工智能初创公司UniPat，后者估值达25亿美元。