博通(AVGO.O)首席執行官：預計2028財年人工智能半導體營收將再次翻倍，達到2300億美元。

Australia's economy unexpectedly accelerated in Q2, strengthening the case for further tightening by the RESERVE BANK OF AUSTRALIA. The Australian Bureau of Statistics reported Q2 GDP +0.4% QoQ (consensus 0.3%) and +2.1% YoY (consensus 1.8%). The prints suggest prior RBA measures to curb inflation have not materially slowed activity. GDP will be a key input ahead of the RBA's Sep 28–29 meeting. NAB economist Sally Auld, after stronger-than-expected inflation, now expects a September hike and said the risk of a further November increase "leans to the upside." The RBA held rates unchanged for a second straight meeting last month after three hikes from Feb–May.

Impax資產管理公司：九月美聯儲利率決議是“真正的拋硬幣”。