巴克萊：維持2026年布倫特原油價格預測爲96美元/桶。

Aug 14 — At its Q2 results meeting, SMIC co-CEO Zhao Haijun said AI-driven industrial push and spillover effects will continue into H2, supporting broad demand for integrated circuit manufacturing. The company is flexibly reallocating existing capacity and fast-tracking validation of new capacity to ease supply tightness. He added rising supply-chain costs have begun to pass through to manufacturing; SMIC will take measures to mitigate the impact and minimize disruption.

滬金主力合約日內下跌2.00%，現報940.10元/克。