Spain Aug industrial production (not seasonally adjusted) YoY 1.6% vs 2.6% in July.

亿万富翁、桥水基金创始人瑞·达利欧警告称，美国国债市场面临中国和日本这两大美国主要海外债权国减少需求的风险，这凸显出美国国债市场潜在的脆弱点。该市场今年以来已经历剧烈波动。达利欧周二表示，美国约三分之一的债务依赖外国资本，而其中很大一部分来自日本和中国。他表示，中国不希望继续积累（美债），另外，日本此前已经“借出了大量资金”，如今希望收回这些资金。达利欧再次警告，美国未来三年内可能面临债务危机，并称一些借款方已经开始感受到压力。

AMD CEO Lisa Su said the overall CPU market will grow sharply in 2026. AMD has raised supply and capacity but “demand remains greater than supply,” and memory-chip availability remains tight. The company plans to continue expanding supply and expects to sharply increase shipments in 2027. AMD said its capacity planning horizon with suppliers has lengthened from 1–2 years to 3–5 years. Su said she met today with partners Acer, Asus, Foxconn and Quanta and will meet TSMC this afternoon. She added that AI is beneficial and will not harm humans, cooperation among leading US AI firms is important, and the US “Superintelligence Working Group” is a meaningful step for safety innovation.