美國銀行經濟學家在一份報告中表示，受全球AI投資持續推動的更爲持久的芯片上行週期，可能進一步提振韓國GDP增長。他們將2026年和2027年增長預測分別從此前的3.1%和2.2%上調至3.6%和2.5%。預計“芯片順差”的持續走高將成爲一種多年現象。溢出效應已經開始顯現，包括製造業和建築投資增長、稅收收入增加推動財政支出擴大，以及財富效應帶動消費增強。美國銀行預計韓國央行將再加息兩次25個基點，可能分別在2026年11月和2027年2月。

Bank of England deputy governor Ramsden said he had gained confidence in inf from the labour market.

Tesla China on Sept. 7 launched a limited-time in-stock incentive: orders taken and delivered by Sept. 30 qualify for a 5,000 yuan cash rebate on Model 3 variants and a 10,000 yuan rebate on Model Y variants; rebates can be combined with five-year 0% financing. Over the past two weeks more than ten brands across luxury, joint-venture, domestic and new-energy segments have offered time-limited purchase incentives — including in-stock cash rebates, insurance subsidies, zero-interest finance and enhanced trade-in offers. CPCA secretary-general Cui Dongshu said these measures are market actions to rebalance supply and demand during the key September sales window, describing them as pulse sales and inventory-clearance efforts rather than the start of a broad price war.