美聯儲古爾斯比：許多通脹驅動因素來自關稅，然後是石油價格，我們希望這些是一次性上漲。

The yen was largely rangebound against other G10 and Asian currencies, but expectations of Bank of Japan tightening could lend support. Commonwealth Bank economist and FX strategist Carol Kong noted media reports that a government faction led by Sanae Takaichi supports near-term BOJ hikes, while Takaichi’s preference for lower rates is widely seen as constraining the BOJ’s pace. Markets assign about a 70% probability to a 25bp BOJ hike at the September meeting. USD/JPY was around 159.41, little changed.

聯想首席執行官：2026年下半年PC需求將受到抑制，但受惠於較高的產品定價，預計營收仍將增加。