美股開盤，道指漲1.17%，標普500指數漲0.4%，納指漲0.78%。Palantir(PLTR.N)漲14.7%，公司大幅上調全年收入預期。SpaceX(SPCX.O)和AMD(AMD.O)盤後將公佈財報，分別漲2.8%和3.7%。美光科技(MU.O)漲4%，康寧(GLW.N)漲5.6%。

黎巴嫩真主黨領導人納伊姆·卡西姆：伊朗已從與美國和以色列的對抗中取得勝利。

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.