Citrini Research半導體分析師Jukan稱目前對DRAM轉向積極立場，此前曾於7月3日發佈看空報告。具體來看，Citrini Research認爲，DRAM基本面穩固。美國超大規模企業的DRAM庫存已處於偏低水平，且後續仍有進一步去化空間。價格方面，預計2026年第四季度DRAM混合合約價環比漲幅約爲10%（第三季度爲環比漲幅爲高十位數）。 NAND基本面則偏弱，2026年第三季度價格雖實現高十位數環比增長，但受手機終端需求走弱及庫存水位偏高影響，第四季度漲幅預計將顯著放緩，僅錄得低個位數環比增長。

RIA quoted Russia's deputy foreign minister Grushko saying European politicians' remarks on resolving the Ukraine conflict are 'absurd, hollow and meaningless.' He said EU policy effectively aligns with NATO and that their actions aim to prolong the Ukraine conflict to cause a strategic failure for Russia. RIA added European calls to resume dialogue have increased; European Council president Costa said he is discussing the issue with EU members.

澳大利亞8月季調後ANZ總招聘廣告年率 7.8%，前值2.1%。