中国地震台网正式测定：08月03日11时11分在四川宜宾市高县（北纬28.54度，东经104.67度）发生3.6级地震，震源深度5千米。

YONHAP, citing Statistics Korea, reported South Korea's online shopping sales rose about 10% YoY in June to 24.6 trillion won (~$17bn), an increase of 2.3 trillion won from a year earlier. Mobile device sales more than doubled to 892.4 billion won, aided by Samsung promotions. Spending on automobiles and related products surged 56.8% YoY to 1.19 trillion won, driven by strong Tesla EV sales.

CENC's automatic system recorded a magnitude-3.4 earthquake at 11:12 on Aug 3 near Gaoxian, Yibin, Sichuan (28.56N, 104.68E). Final parameters are subject to the official rapid bulletin.

中国地震台网自动测定：08月03日11时12分在四川宜宾市高县附近（北纬28.56度，东经104.68度）发生3.4级左右地震，最终结果以正式速报为准。

【期货热点追踪】受产业链负反馈，以及港口高库存的双重压力下，铁矿石主力合约跌破700元大关创阶段新低，当价格迫近部分非主流矿山成本线，“成本支撑”的逻辑能否在负反馈洪流中力挽狂澜？

BofA says Google, Microsoft, Amazon and Meta are sharply increasing AI capital spending: combined capex is forecast to exceed $860bn in 2026 (roughly +80% YoY) and reach about $1.2tn in 2027 (+~38% YoY). The expansion is backed by more than $2.3tn of customer long-term contracts and order backlog (up ~16% q/q), boosting demand visibility. AI and cloud sales are still growing near 80–100%+ with improving margins, but higher capex will squeeze free cash flow: capex is projected at roughly 100–115% of operating cash flow, pushing industry FCF margin to about -1% in 2026 and -5% to -6% in 2027–28 before recovery as AI returns materialize. The five hyperscalers have raised about $270bn year-to-date, mainly long-term debt and equity to bolster liquidity and optimize balance sheets, not indicative of acute funding stress. Primary supply-chain beneficiaries listed are compute chips, storage, semiconductor equipment, power semiconductors and optical communications.