法國8月INSEE消費者綜合信心指數 86，預期87，前值86。

European semiconductor shares rose on Tuesday after a prior-day selloff. ASML gained 0.5%, ASM International 0.2%, Infineon 1.8% and STMicroelectronics 0.7%. Nasdaq-100 futures were up 0.4%, pointing to a potentially positive U.S. tech open.

Research firm Digitimes says AI-driven infrastructure spending is accelerating and major cloud providers will increasingly prioritize operational efficiency and financial discipline in H2 2026. Amazon, Alphabet and Microsoft posted combined Q2 cloud revenue of $106.3bn, up 43% YoY—the fastest pace since 2020. Digitimes expects Amazon, Microsoft, Alphabet and Meta to lift aggregate capital expenditure to a record $745bn. While firms remain constructive on AI demand, rising investment costs have pressured free cash flow, prompting cost controls, financial adjustments and more efficient AI service offerings as providers seek to balance growth targets with mounting investment risk.