美國財長貝森特：由於關稅退款，赤字暫時惡化。

貴金屬主題ETF高開，國投白銀LOF漲超4%，黃金主題LOF、嘉實黃金LOF雙雙漲超3%，黃金LOF漲近3%；此前，現貨黃金站上4500美元關口，爲6月4日以來首次。

Meta Platforms spends several hundred million dollars a year on Microsoft Azure for AI model access and consumes trillions of tokens on the platform each week, making it one of Microsoft’s largest AI clients, a person familiar said. Microsoft and Meta declined to comment. Microsoft’s Foundry marketplace, a core part of its AI strategy offering multi-vendor models, had about 100,000 customers by July. While Microsoft often highlights industrial clients in its marketing, its biggest AI customers remain other tech firms, including ByteDance, Adobe, Perplexity and startup Sierra. Meta is buying model access across multiple platforms based on availability and cost to accelerate software development; its developers have used OpenAI technology via Foundry to help evaluate Meta’s own model outputs.