美銀全球研究：將微軟(MSFT.O)目標價從500美元上調至600美元。

The UK military expects Chancellor Healey to commit to raising defence spending to 3% of GDP by 2030, despite criticism he has backtracked on earlier promises. Officials said the Treasury informed military leaders weeks ago it could not include the pledge in the Oct. 28 budget and that a final decision will be taken at the multi-year spending review in 2027. After discussions with Healey, sources expect a target date of 2030 to be set. Defence spending currently equals 2.6% of GDP; the Office for Budget Responsibility estimates a rise to 3% would cost about £15 billion a year, equivalent to roughly a two percentage-point increase in the basic income tax rate. How the additional spending would be funded remains unclear.

路透9月1日報道，波蘭向本土企業及中歐合資項目採購的國防裝備，已由2022年的約80億茲羅提增至2025年的304億茲羅提，接近四倍。2026年核心國防支出預計達到530億歐元、約佔GDP的4.7%；現役及相關軍事人員已超過22萬。這意味着歐洲軍工訂單正由遠距離進口轉向本土化和中歐“近岸生產”，但代價同樣明顯：大規模裝備交付正推高財政赤字，波蘭預計2027年赤字仍達GDP的7.1%。