歐洲央行管委卡西克：戰爭帶來的油價影響很可能具有更長期效應。再加息一次是合理預期。

NVIDIA shares rose about 1.8% on the quarter’s final trading day after an >11% monthly pullback, driven by an upbeat forecast from independent semiconductor researcher SemiAnalysis. SemiAnalysis expects NVIDIA’s FY2027 H2 data‑center compute revenue to be roughly 20% above Wall Street consensus, citing easing supply bottlenecks and an accelerated Vera Rubin ramp. The report says HBM4 memory supply constraints are largely resolved and front‑end wafer capacity was pre‑allocated, supporting stronger H2 shipments; supply‑chain checks signal the Blackwell→Rubin transition should complete in Q2 2026 and accelerate demand from Q3. Vera Rubin entered volume production in June and is slated for autumn deliveries to cloud customers including AWS, Microsoft Azure, Google Cloud and Oracle; higher HBM4 bandwidth should bolster AI compute performance. SemiAnalysis notes Rubin Ultra was scaled back from original specs—reducing expected scale and performance—and says longer‑term revenue impact remains uncertain, while the AI compute cycle continues to be the market focus.

ADP首席經濟學家Nela Richardson：招聘步伐正在呈現一個關於供給與需求的雙重敘事。人們找到工作的時間正在變長，但在某些行業也出現了勞動力供給受限的跡象。目前總體影響是就業創造正在放緩。