歐洲一直推遲採購冬季所需天然氣，押注伊朗戰爭將很快結束，天然氣價格也將隨之下跌，這是一場規模巨大且可能風險頗高的押注。歐盟天然氣儲存設施目前僅有65%的庫容已被填滿，爲至少15年來夏末同期最低水平。企業一直不願採購天然氣用於儲存，因爲它們預計一旦衝突平息，全球第二大LNG出口國卡塔爾今年將能夠恢復經霍爾木茲海峽的正常運輸。如今，冬季到來前戰爭明確結束的希望正在減弱，推動LNG價格本週升至三年半高點。

South Korea's semiconductor exports jumped 209% YoY to a record USD 46.65 bln in August, accounting for 47.5% of the month's goods exports, driven by AI infrastructure demand. Moody's economist Dave Chia warned a rapid stop would pose problems: a gradual slowdown is manageable, but Korea's two-speed economy means sectors able to offset a chip slump are currently under pressure. Monetary policy may limit the cushion— the Bank of Korea raised rates for a second time in August—Chia said if chip demand cools while policy tightens, domestic demand may not pick up the slack and the windfall will fade. Traditional exporters are weak: August auto exports fell 29.8% YoY. Chia also flagged US tariffs and production shifts to US plants as more durable headwinds.

博通(AVGO.O)首席執行官：預計即使產品結構變化導致毛利率下降，公司仍能夠維持營業利潤率。