高盛將澳洲聯儲加息時間預期提前至九月，原爲十一月。

獨立宏觀研究機構The Kobeissi Letter表示，散戶對半導體ETF的買入規模目前已降至低於過去一年平均水平1個標準差的位置。今年6月中旬，這一買入規模一度跌至低於歷史常態2個標準差。目前，這一指標也已遠低於2025年11月和2026年3月出現的峯值水平，當時散戶買入規模一度達到高於過去一年平均水平3個標準差。類似的，散戶對單隻半導體股票的買入規模上個月也降至低於歷史常態2個多標準差的水平。與6月至7月芯片行業遭遇拋售之前相比，如今散戶投資者買入的半導體股票和ETF明顯減少。AI交易仍處於高度動態變化之中。

Hungary Deputy Prime Minister and Foreign Minister Orbán said on the 8th the foreign ministry has notified the Russian ambassador that, after assessment, 10 members of the Russian mission in Hungary were engaged in activities inconsistent with the Vienna Convention on Diplomatic Relations and have been ordered to leave. Orbán said the measure is intended to protect Hungary’s security and sovereignty, does not sever diplomatic relations, and Hungary still seeks necessary dialogue on the basis of mutual respect and compliance with rules.