【2026年8月4日銀行間外匯市場人民幣匯率中間價】 美元/人民幣報6.7917，上調（人民幣貶值）19點； 歐元/人民幣報7.7986，下調82點； 港元/人民幣報0.86603，上調1.6點； 英鎊/人民幣報9.1003，下調224點； 澳元/人民幣報4.7419，下調189點； 加元/人民幣報4.8224，上調2點； 100日元/人民幣報4.3015，上調117點； 人民幣/俄羅斯盧布報11.9013，上調1270點； 新西蘭元/人民幣報3.9761，下調105點； 人民幣/林吉特報0.60413，上調11.3點； 瑞士法郎/人民幣報8.3677，下調138點； 新加坡元/人民幣報5.2824，上調30點。

CITIC Securities says in 2Q26 leading North American cloud vendors’ capital spending remains elevated. Combined 2026 capex guidance from four major North American cloud providers is about $720–745 billion, signaling continued AI infrastructure expansion. The firm views the AI compute supply chain as still healthy but notes recent market adjustments that may have produced an oversell. Key near-term monitor points: ARR of large models—particularly Coding-use-case ARR—since recent price cuts by major models in North America could, if ARR growth stalls, weigh on expectations for future compute demand; rollout and adoption of large models beyond Coding scenarios; the price path across the compute-cost/inflation chain; and financing conditions and market risk appetite across AI-industry segments. Given heavy Q2 industry exposures and recent market weakness, CITIC recommends watching low-valuation, high-dividend names.

Switzerland July CPI YoY 0.4% (consensus 0.4%, prior 0.5%).