Qatar foreign ministry spokesman said pressure must be applied on Israel to implement Trump’s plan for Gaza.

Russia plans to extend a diesel export ban through Sept. 30 as domestic fuel shortages persist and multiple refineries remain offline after repeated Ukrainian drone attacks, three industry sources said. One source said extending the ban to year-end is also under consideration. Moscow first imposed a diesel export ban from July 8–31 and then extended export restrictions on fuel producers to Aug. 31. Non-fuel producers are barred from exporting diesel and motor gasoline until Jan. 31 next year, while jet-fuel exports remain banned through Nov. 2026. After local governments eased some restrictions in late July, fuel shortages reappeared in parts of the country in August.

中國本土芯片企業大幅追加投資，建廠預算增長79%，預計2030年工廠建設支出將達820億美元。目前中國自產芯片已能滿足本土70%的需求量，正穩步擺脫對臺灣芯片代工廠的依賴。但在光刻技術、研發和資本投入上仍落後於全球巨頭，核心技術產值差距依然較大。 得益於中國建廠強勁及全球供應鏈復甦，高盛將2026–2028年全球半導體制造設備（晶圓廠前端設備）市場規模預測大幅上調至1500億、2180億和2810億美元。近期增長主要由內存芯片（DRAM，含新一代HBM4內存）和先進製程代工驅動；中長期則受閃存（NAND）及超級晶圓廠（Terafab）等擴產支撐。 受益廠商：看好應用材料（AMAT）、阿斯麥（ASML）、東京電子等設備龍頭。（上述觀點來自高盛8月24日報告）