中芯國際(00981.HK)2026年Q2營收30.056億美元，上年同期22.09億美元。

US 2-yr/10-yr Treasury yield curve briefly flattened after the CPI print and has since steepened; spread 47 bps.

National Institute of Economic and Social Research economist Fergus Jimenez-England said the UK has so far resisted the recent energy-price shock better than many feared. Q2 GDP rose 0.4% following a 0.6% gain in Q1. Services output increased 0.4% in June, offsetting declines in construction and industrial production. Jimenez-England warned the recent growth pace may be hard to sustain; he expects inflation and unemployment to rise in coming months, and said business confidence is fragile and could weaken further if energy-price volatility continues. He said the economy has shown welcome resilience but is not yet out of the woods.