欧洲央行管委温施：经济的韧性可能强于预期。

韩国现代汽车周二宣布，计划在2026年至2032年期间向印度投资155亿美元，将印度视为集团在新兴市场实现增长和扩张的核心市场之一。 现代汽车集团执行董事长郑义宣在与印度总理莫迪会晤后发表声明称：“印度始终是现代汽车集团在全球最重要、最具战略意义的市场之一。”郑义宣表示，这项投资计划再次确认了现代汽车集团未来30年乃至更长时间深耕印度市场的承诺。 根据这项为期七年的投资计划，现代汽车集团将重点扩大制造产能、建设研发基础设施、培育本土零部件供应商以提高零部件本地化水平，并推动未来汽车技术创新。为落实相关投资，现代汽车集团还将在印度设立专门的投资实体。 近年来，受强劲消费需求推动，印度汽车市场销量屡创新高。根据印度汽车制造商协会（SIAM）的数据，今年8月印度乘用车销量达到43.9万辆，创单月历史新高，同比增长超过36%。 现代汽车目前是印度第三大汽车制造商。数据显示，今年4月至8月，现代汽车在印度共销售247980辆乘用车。同期，日本汽车制造商马鲁蒂铃木（Maruti Suzuki）位居销量榜首，印度本土车企马恒达（Mahindra & Mahindra）排名第二。

ASML's upcoming results will be scrutinized for capacity-expansion guidance as investors seek confidence after a cooling in the semiconductor rally. US chip stocks have fallen and South Korean chipmakers hit two-month lows, sharpening attention on ASML and major customer TSMC as both report in the next 48 hours. Ben Barringer, head of technology research at Quilter Cheviot, said: "The market is currently most focused on capacity. With limited order data and little visibility on backlog, an upward revision to capacity targets is critical." ASML has stopped disclosing quarterly order figures citing order volatility and now provides guidance on the number of tools it expects to ship this year and over coming years; investors are using that metric to assess demand strength and ASML’s ability to scale supply.