英國5月綜合PMI終值 49.7，預期48.5，前值48.5。

英國央行行長貝利：能源衝擊遠不及2022年嚴重。

Phison CEO Pan Jiancheng said the expanding global AI user base and rising usage frequency will materially boost demand for DRAM and NAND flash, with larger AI models requiring significantly more capacity. Heavy enterprise GPU purchases generate data that further propels storage demand. He warned that while major suppliers are adding capacity, new output is falling short of demand growth, leaving supply tightness unlikely to ease in the near term and predicting storage shortages will be worse in 2027 than this year.