US inf data due tonight could move markets short term, but Metzler Bank analysts say it is unlikely to materially influence the Fed's September rate decision. After weaker-than-expected June core inf, markets will watch whether July continues the trend or June was an outlier. Metzler says the Fed is likely to wait for additional data — PPI, PCE — and developments in the Middle East before deciding on rates.

2026-08-12

US inf data due tonight could move markets short term, but Metzler Bank analysts say it is unlikely to materially influence the Fed's September rate decision. After weaker-than-expected June core inf, markets will watch whether July continues the trend or June was an outlier. Metzler says the Fed is likely to wait for additional data — PPI, PCE — and developments in the Middle East before deciding on rates.

其他消息
2026-08-11

寇圖資本管理公司認爲,亞馬遜最新將2026年CapEx上調至2200億美元,谷歌指引1950—2050億美元(圖取中值2000億),微軟約1750億,Meta爲1300—1450億(中值約1380億),合計約7330億美元。 美國FY2026國防撥款基礎可自由支配預算爲8387億美元,因此比例約87%。 真正的信號是AI建設已經從科技行業支出升級爲宏觀級資本開支週期:四家公司一年投資規模已接近一個超級大國的國防預算,而且Alphabet、Amazon仍稱算力供不應求。 資金會繼續向GPU/ASIC、HBM、數據中心、電網、冷卻和建築設備傳導,同時鉅額折舊和現金支出開始成爲科技公司利潤與自由現金流的新約束。

2026-08-12

【哥倫比亞強震已致234人死亡】根據哥倫比亞市政聯合會當地時間11日通報,該國8月10日發生的強震死亡人數已上升爲234人。