【今日重點關注的財經數據與事件：2026年9月1日 週二】 ① 14:00 英國8月Nationwide房價指數月率 ② 14:30 瑞士7月實際零售銷售年率 ③ 15:50 法國8月製造業PMI終值 ④ 15:55 德國8月製造業PMI終值 ⑤ 16:00 歐元區8月製造業PMI終值 ⑥ 16:30 英國8月製造業PMI終值 ⑦ 16:30 英國7月央行抵押貸款許可 ⑧ 17:00 歐元區8月CPI年率初值 ⑨ 17:00 歐元區8月CPI月率初值 ⑩ 17:00 歐元區7月失業率 ⑪ 21:05 美聯儲巴爾發表講話 ⑫ 21:45 美國8月標普全球製造業PMI終值 ⑬ 22:00 美國8月ISM製造業PMI ⑭ 22:00 美國7月JOLTs職位空缺 ⑮ 22:00 美國7月營建支出月率 ⑯ 次日04:30 美國至8月28日當週API原油庫存

Baode Computing said it won two China Mobile centralized procurement contracts totalling over RMB1.7 bln. It secured the largest share (two bid packages) of China Mobile’s 2026–2028 component-refresh server procurement, worth more than RMB1.4 bln, and won bid package 1 of the China Mobile Intelligent Computing Center (Hohhot) 2026 expansion and 2026–2027 AI super-node supplementary procurement, worth nearly RMB300 mln. Listed company Huibo Yuntong (301316) is advancing a major-asset restructuring to acquire control of Baode; planned cooperation will focus on hardware‑software integration to build a domestic compute+algorithm+scenario-application full-stack ecosystem.

Brazil Planning Minister Moretti said he expects a primary fiscal surplus of about 19 bln reais by 2027 and that growth in mandatory spending will slow significantly.