德國7月實際零售銷售月率 -3.4%，預期0.4%，前值-0.7%。

Spain's current account surplus was €2.41 bln in June, up from €1.84 bln previously.

South Korean media report Samsung's memory division has allocated roughly 70% of its capacity through 2031 to long-term agreements (LTAs), with major clients including NVIDIA, Microsoft and Google. An AI-driven surge in HBM demand is crowding out traditional DRAM supply and intensifying shortages; even large LTA customers reportedly cannot secure their full contracted volumes, sending spot HBM prices sharply higher.