美國7月芝加哥PMI 57.6，預期56，前值56.7。

White House NEC Director Hassett said policy rates can remain on hold, but at the July FOMC meeting Hamak and Kashkari argued for a 25bp hike, moving the debate from timing to how to judge the nature of inflation. Hassett emphasized growth and investment, saying current data do not justify a hike; the hawks warned that successive supply shocks—energy, tariffs—plus AI-driven data‑center investment could convert short-term shocks into sustained price‑setting and inflation expectations. If the hawkish bloc widens, market expectations for rate cuts could be pushed out; persistent White House opposition to hikes would increase scrutiny of Fed independence and its anti-inflation resolve.

A股中際旭創午後成交額達500億元，現漲6%。