中國香港特區政府發言人：零售銷售數據顯示該行業仍保持積極發展趨勢。

澳大利亞7月季調後ANZ總招聘廣告年率 2.1%，前值0.5%。

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.