紐元兌美元NZD/USD日內漲超0.50%，現報0.5825。

在高盛2026年TMT大會上，臺積電、Amkor、SanDisk、Teradyne和應用材料等公司管理層共同強調，AI帶來的結構性需求正在推動晶圓、先進封裝、存儲和測試環節擴產，部分客戶的需求可見度已經延伸至2030年。應用材料表示，客戶目前提供滾動八個季度的需求預測，並給出延續至2030年的長期承諾。 臺積電表示，N3晶圓與CoWoS產能繼續供不應求，新建晶圓廠通常需要兩至三年，投產爬坡還需一至兩年。Amkor正推進亞利桑那先進封裝二期項目，計劃新增6萬平方米潔淨室；SanDisk預計NAND供需偏緊將延續至2027年，甚至可能持續到2028年。

Deutsche Bank chief European economist Mark Wall says inflation risks are rising and the probability of an ECB hike in December now exceeds the probability of no action. Markets price roughly a 49% chance of an October hike, rising to 89% by year-end. A gas-price spike is a negative supply shock that will lift energy, transport and commodity prices near term and could force the ECB to guard against second-round inflation. With higher corporate costs and squeezed real incomes weighing on activity, Europe may enter a phase where inflation rises first and growth falls later; hikes will push up short-term rates but may not sustainably support the euro or long-term yields.