閃迪(SNDK.O)：預計將把100%的超額現金返還給股東。

惠譽：預計美國2026年通脹率將平均爲3.4%。

UK Q2 GDP rose 0.4% q/q, matching forecasts and down from 0.6% in Q1; on the year growth was 1.2% y/y versus a 1.1% forecast. June GDP rose 0.3% m/m, beating a flat consensus. Sector detail shows services resilient (June services +0.4% m/m) and business investment stronger than expected (Q2 business investment +1.7% vs -0.5% forecast), while manufacturing and industrial output dragged (June manufacturing -0.5% m/m; industrial -0.2% m/m). The pattern points to services-led resilience and firmer corporate investment rather than broad-based acceleration.