S&P Global's UK construction PMI rose to 46.1 in September from 44.3 in August, above the 44.9 forecast but still below the 50 cutoff, signalling continued output contraction. The residential subindex improved yet remained in contraction, denting the Labour government's hopes for a housing-led recovery. Firms cited higher interest rates, rising inf and weak orders, and said uncertainty from the Middle East conflict was prompting delays to large project decisions. The future activity expectations

2026-10-06

S&P Global's UK construction PMI rose to 46.1 in September from 44.3 in August, above the 44.9 forecast but still below the 50 cutoff, signalling continued output contraction. The residential subindex improved yet remained in contraction, denting the Labour government's hopes for a housing-led recovery. Firms cited higher interest rates, rising inf and weak orders, and said uncertainty from the Middle East conflict was prompting delays to large project decisions. The future activity expectations index fell to its lowest level since May.

其他消息
2026-10-05

Iraq plans to charter additional oil tankers, with at least two expected to be in place within days, to strengthen control of shipments through the contested Strait of Hormuz. State-owned Iraq Tankers Company intends to hire at least one VLCC and one Suezmax and will reissue tenders to lease more vessels. The move marks a policy shift: Iraq currently has no national fleet and has sold crude at deep discounts to entice buyers willing to send ships into the Gulf. Domestic firms have already bought

2026-10-06

1. 受存儲芯片成本上漲影響,谷歌將Pixel 10a售價上調100美元。 2. 存儲芯片短缺持續,三星電子上調大部分Galaxy S26系列手機售價。 3. 日本東芝擬翻倍數據中心HDD產能,五年來首次對該業務進行大規模投資。 4. 美光科技CEO:除了數據中心,下一個巨大的增量市場將是物理AI。 5. 美光科技CEO:目前已鎖定約1500億美元長期訂單 明後年存儲市場供需將比2026年更緊缺。 6. 應用材料和鎧俠在EPIC中心合作開發下一代先進存儲技術。 7. 穆迪:到2030年,企業採用AI障礙將減少。芯片和存儲製造商將成爲最大的受益者。 8. SK海力士擴大存儲半導體倒裝芯片封裝外包規模。 9. 機構:AI服務器增量需求支撐Q4存儲器合約價漲勢,消費端壓力未減。 10. 高盛:三星3Q26營業利潤與2027年HBM收入均有望突破100萬億韓元 重申“買入”評級。