欧佩克月报：将2026年全球经济增长预测从3%上调至3.1%，维持2027年全球经济增长预测为3.2%。

Several storage industry sources say some leading chipmakers have verbally told channel partners they intend to raise prices on enterprise-grade memory die; formal notices have not been issued but channel prices have already moved up. Distributors report second‑hand buyback prices rising, lifting overall quotes, with provincial agents adjusting prices weekly and passing changes down the chain. Sources say the increases are concentrated in DRAM contract allocations and enterprise SSDs at OEM/channel levels rather than across consumer NAND; demand is centered on data‑centre compute while grassroots demand remains weak. Because the hikes originate at chipmakers, the first pass‑through will hit OEMs and module makers, not end consumers.

美联储保罗森：渐进式加息也为美联储官员留出了评估影响的空间。