A股創新藥板塊盤初走弱，百花醫藥跌近5%，甘李藥業跌超4%，浙江醫藥、博瑞醫藥等跟跌。

Japan's Nikkei 225 closed up 784.53 points (+1.16%) at 68,308.59 on Aug 13. South Korea's KOSPI rose 210.97 points (+3.21%) to 6,790.01; SK Hynix +5.9%, Samsung Electronics +3.9%.

Nick Timiraos said July CPI roughly matched expectations, easing pressure for a Fed rate hike next month but leaving hawkish voices intact. He noted some Fed officials still expect inflation to drift back to 2% without further tightening, while others now favor maintaining higher rates and could join a hawkish minority if incoming data undermines current projections. Officials attribute persistent inflation more to external shocks — tariffs, lingering Middle East energy risks — and a surge in AI-driven demand that is lifting tech-equipment and software prices, rather than overly loose policy, supporting the view that current rates may already be restrictive.