截至7月，彭博社涉及AI的新聞數量升至樣本高位，但Google搜索熱度已從春季接近100回落至約70，說明AI的信息供給仍在增加，新增消息吸引的邊際關注卻開始下降。接下來，普通AI新聞對指數的影響可能繼續下降，只有真正改變算力需求、商業化收入、監管路徑或安全風險的事件，才更容易重新獲得市場定價權。

Micron Technology (MU.O) expects 512GB RDIMM to enter mass production in H2 2027.

European equities closed mixed on Sept 15: Germany's DAX closed at 25,415.84, up 0.78 points (0.00%); the FTSE 100 closed at 10,653.56, down 44.01 points (0.41%); France's CAC 40 closed at 8,090.28, down 27.50 points (0.34%); the Euro STOXX 50 closed at 6,237.65, down 22.73 points (0.36%); Spain's IBEX 35 closed at 19,557.44, down 6.46 points (0.03%); Italy's FTSE MIB closed at 51,526.50, down 102.27 points (0.20%).