【期貨熱點追蹤】EGA一紙聲明，明確2027年一季度全面復產，供應擔憂緩解致鋁價終結七連漲。歐洲溢價高位回落，鋁市供需格局正在生變。

美國財政部：7月政府支出爲7660億美元，創7月單月最高紀錄，高於去年7月的6300億美元。7月政府收入爲3340億美元，低於去年7月的3380億美元。

Cambricon said accelerating large-model technology is driving sustained growth in intelligent-computing demand and will continue to focus on AI chip design innovation to bolster competitiveness, expand market share and accelerate scenario deployment. For internet customers it is prioritizing large models, multimodal and search/recommendation applications, and is optimizing compute performance, communication efficiency and framework capabilities to improve integrated performance in typical internet workloads. The company said 1H2026 hardware work includes a new-generation processor microarchitecture and instruction set under development, with optimizations targeting large-model training and inference and aiming to improve programmability, ease of use, performance, power consumption and silicon area.