【美豆風向標·8月18日】美豆衝破12美元，資金開始押注USDA繼續砍單產？當前正值美國作物巡查季，本週ProFarmer作物巡查正在進行。點擊閱讀。

Zambia’s Electoral Commission said on Aug 17 that incumbent President Hakainde Hichilema secured more than 50% of the vote to win the presidential election. Zambia held polls on Aug 13 for president and parliament.

Beijing, Aug 14 — A seminar hosted by the China Electronic Information Industry Development Research Institute and its AI chip evaluation/key lab said China’s new high-compute substrate materials are at an industrialization window but face material–equipment–process–terminal coordination gaps, missing standards and absence of pilot production platforms. Experts flagged risk of new supply-chain chokepoints in critical materials, specialized equipment and advanced packaging from supply–demand mismatches and supplier concentration, and said lack of reliability data and unified testing standards is deterring investment and end-user adoption. They recommended strengthened capacity monitoring and early warning, diversified supply and technical backups, cross-disciplinary joint R&D and creation of demonstration application zones to drive scenario-led domestic substitution and close the lab-to-line, materials-to-terminal industrial loop.